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Federal government of the United States
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The federal government of the United States (U.S. federal government or U.S. government) is the national government of the United States, a federal republic located primarily in North America, composed of 50 states, five major self-governing territories, several island possessions, and the federal district and national capital of Washington, D.C., where most of the federal government is based.
The U.S. federal government, sometimes simply referred to as "Washington", is composed of three distinct branches: legislative, executive, and judicial, whose powers are vested by the U.S. Constitution in the Congress, the president, and the federal courts, respectively. The powers and duties of these branches are further defined by acts of Congress, including the creation of executive departments and courts subordinate to the U.S. Supreme Court.
== Naming ==
The full name of the republic is "United States of America". No other name appears in the Constitution, and this is the name that appears on money, in treaties, and in legal cases to which the nation is a party. The terms "Government of the United States of America" or "United States Government" are often used in official documents to represent the federal government as distinct from the states collectively.
In casual conversation or writing, the term "Federal Government" is often used, and the term "National Government" is sometimes used. The terms "Federal" and "National" in government agency or program names generally indicate affiliation with the federal government; for instance, the Federal Bureau of Investigation, National Oceanic and Atmospheric Administration, and National Park Service. Because the seat of government is in Washington, D.C., "Washington" is sometimes used as a metonym for the federal government.
== History ==
The United States government is based on the principles of federalism and republicanism, in which power is shared between the national government and state governments. The interpretation and execution of these principles, including what powers the federal government should have and how those powers can be exercised, have been debated ever since the adoption of the Constitution. Some make a case for expansive federal powers while others argue for a more limited role for the central government in relation to individuals, the states, or other recognized entities.
Since the American Civil War, the powers of the federal government have generally expanded greatly, although there have been periods since that time of legislative branch dominance (e.g., the decades immediately following the Civil War) or when states' rights proponents have succeeded in limiting federal power through legislative action, executive prerogative or by a constitutional interpretation by the courts.One of the theoretical pillars of the U.S. Constitution is the idea of "checks and balances" among the powers and responsibilities of the three branches of American government: the executive, the legislative, and the judiciary. For example, while the legislative branch (Congress) has the power to create law, the executive branch under the president can veto any legislation—an act which, in turn, can be overridden by Congress. The president nominates judges to the nation's highest judiciary authority, the Supreme Court, but those nominees must be approved by Congress. The Supreme Court, in turn, can invalidate unconstitutional laws passed by the Congress. These and other examples are examined in more detail in the text below.
== Legislative branch ==
The United States Congress, under Article I of the Constitution, is the legislative branch of the federal government. It is bicameral, comprising the House of Representatives and the Senate.
=== Makeup of Congress ===
==== House of Representatives ====
The U.S. House of Representatives is made up of 435 voting members, each of whom represents a congressional district in a state from where they were elected. Apportionment of seats among the 50 states is determined by state populations, and it is updated after each decennial U.S. Census. Each member serves a two-year term.
In order to be elected as a representative, an individual must be at least 25 years of age, must have been a U.S. citizen for at least seven years, and must live in the state that they represent.
In addition to the 435 voting members, there are six non-voting members, consisting of five delegates and one resident commissioner. There is one delegate each from Washington, D.C., Guam, the Virgin Islands, American Samoa, the Commonwealth of the Northern Mariana Islands, and a resident commissioner from Puerto Rico.Unlike the U.S. Senate, all members of the U.S. House must be elected and cannot be appointed. In the case of a vacancy, the seat must be filled through a special election, as required under Article 1 of the U.S. Constitution.
==== Senate ====
In contrast, the Senate is made up of two senators from each state, regardless of population. There are currently 100 senators (2 from each of the 50 states), who each serve six-year terms. Approximately one-third of the Senate stands for election every two years.
If a vacancy occurs, the state governor appoints a replacement to complete the term or to hold the office until a special election can take place.
==== Separate powers ====
The House and Senate each have particular exclusive powers. For example, the Senate must approve (give "advice and consent" to) many important presidential appointments, including cabinet officers, federal judges (including nominees to the Supreme Court), department secretaries (heads of federal executive branch departments), U.S. military and naval officers, and ambassadors to foreign countries. All legislative bills for raising revenue must originate in the House of Representatives. The approval of both chambers is required to pass all legislation, which then may only become law by being signed by the president (or, if the president vetoes the bill, both houses of Congress then re-pass the bill, but by a two-thirds majority of each chamber, in which case the bill becomes law without the president's signature). The powers of Congress are limited to those enumerated in the Constitution; all other powers are reserved to the states and the people.
The Constitution also includes the Necessary and Proper Clause, which grants Congress the power to "make all laws which shall be necessary and proper for carrying into execution the foregoing powers". Members of the House and Senate are elected by first-past-the-post voting in every state except Louisiana and Georgia, which have runoffs, and Maine and Alaska, which use ranked-choice voting.
==== Impeachment of federal officers ====
Congress has the power to remove the president, federal judges, and other federal officers from office. The House of Representatives and Senate have separate roles in this process. The House must first vote to impeach the official. Then, a trial is held in the Senate to decide whether the official should be removed from office. As of 2023, three presidents have been impeached: Andrew Johnson, Bill Clinton, and Donald Trump (twice). None of the three were removed from office following trial in the Senate.
==== Congressional procedures ====
Article I, Section 2, paragraph 2 of the U.S. Constitution gives each chamber the power to "determine the rules of its proceedings". From this provision were created congressional committees, which do the work of drafting legislation and conducting congressional investigations into national matters. The 108th Congress (2003–2005) had 19 standing committees in the House and 17 in the Senate, plus 4 joint permanent committees with members from both houses overseeing the Library of Congress, printing, taxation, and the economy. In addition, each house may name special, or select, committees to study specific problems. Today, much of the congressional workload is borne by the subcommittees, of which there are around 150.
=== Powers of Congress ===
The Constitution grants numerous powers to Congress. Enumerated in Article I, Section 8, these include the powers to levy and collect taxes; to coin money and regulate its value; provide for punishment for counterfeiting; establish post offices and roads, issue patents, create federal courts inferior to the Supreme Court, combat piracies and felonies, declare war, raise and support armies, provide and maintain a navy, make rules for the regulation of land and naval forces, provide for, arm and discipline the militia, exercise exclusive legislation in the District of Columbia, regulate interstate commerce, and to make laws necessary to properly execute powers. Over the two centuries since the United States was formed, many disputes have arisen over the limits on the powers of the federal government. These disputes have often been the subject of lawsuits that have ultimately been decided by the United States Supreme Court.
==== Congressional oversight ====
Congressional oversight is intended to prevent waste and fraud, protect civil liberties and individual rights, ensure executive compliance with the law, gather information for making laws and educating the public, and evaluate executive performance.It applies to cabinet departments, executive agencies, regulatory commissions, and the presidency.
Congress' oversight function takes many forms:
Committee inquiries and hearings
Formal consultations with and reports from the president
Senate advice and consent for presidential nominations and for treaties
House impeachment proceedings and subsequent Senate trials
House and Senate proceedings under the 25th Amendment if the president becomes disabled or if the office of the vice president falls vacant
Informal meetings between legislators and executive officials
Congressional membership: each state is allocated a number of seats based on its representation (or ostensible representation, in the case of D.C.) in the House of Representatives. Each state is allocated two senators regardless of its population. As of January 2010, the District of Columbia elects a non-voting representative to the House of Representatives along with American Samoa, the U.S. Virgin Islands, Guam, Puerto Rico, and the Northern Mariana Islands.
== Executive branch ==
=== President ===
==== Executive powers and duties ====
The executive branch is established in Article Two of the United States Constitution, which vests executive power in the president of the United States. The president is both the head of state (performing ceremonial functions) and the head of government (the chief executive). The Constitution directs the president to "take care that the laws be faithfully executed" and requires the president to swear or affirm to "preserve, protect and defend the Constitution of the United States." Legal scholars William P. Marshall and Saikrishna B. Prakash write of the Clause: "the President may neither breach federal law nor order their subordinates to do so, for defiance cannot be considered faithful execution. The Constitution also incorporates the English bars on dispensing or suspending the law, with some supposing that the Clause itself prohibits both." Many presidential actions are undertaken via executive orders, presidential proclamations, and presidential memoranda.The president is the commander-in-chief of the armed forces. Under the Reception Clause, the president is empowered to "receive Ambassadors and other public Ministers"; the president has broad authority to conduct foreign relations, is generally considered to have the sole power of diplomatic recognition, and is the United States' chief diplomat, although the Congress also has an important role in legislating on foreign affairs, and can, for example, "institute a trade embargo, declare war upon a foreign government that the President had recognized, or decline to appropriate funds for an embassy in that country." The president may also negotiate and sign treaties, but ratifying treaties requires the consent of two-thirds of the Senate.Article II's Appointments Clause provides that the president "shall nominate, and by and with the Advice and Consent of the Senate, shall appoint Ambassadors, other public Ministers and Consuls, Judges of the supreme Court, and all other Officers of the United States" while providing that "Congress may by Law vest the Appointment of such inferior Officers, as they think proper, in the President alone, in the Courts of Law, or in the Heads of Departments." These appointments delegate "by legal authority a portion of the sovereign powers of the federal government."The Constitution grants the president the "Power to grant Reprieves and Pardons for Offences against the United States, except in Cases of Impeachment"; this clemency power includes the power to issue absolute or conditional pardons, and to issue commute sentences, to remit fines, and to issue general amnesties. The presidential clemency power extends only to federal crimes, and not to state crimes.The president has informal powers beyond their formal powers. For example, the president has major agenda-setting powers to influence lawmaking and policymaking, and typically has a major role as the leader of their political party.
==== Election, succession, and term limits ====
The president and vice president are normally elected as running mates by the Electoral College; each state has a number of electoral votes equal to the size of its Congressional delegation (i.e., its number of Representatives in the House plus its two senators). The District of Columbia has a number of electoral votes "equal to the whole number of Senators and Representatives in Congress to which the District would be entitled if it were a State, but in no event more than the least populous State". A President may also be seated by succession. As originally drafted, there was no limit to the time a President could serve, however the Twenty-second Amendment, ratified in 1951, originally limits any president to serving two four-year terms (8 years); the amendment specifically "caps the service of a president at 10 years" by providing that "if a person succeeds to the office of president without election and serves less than two years, he may run for two full terms; otherwise, a person succeeding to office of president can serve no more than a single elected term."
==== Veto power, impeachment, and other issues ====
Under the Presentment Clause of Article I, a bill that passes both chambers of Congress shall be presented to the president, who may sign the bill into law or veto the bill by returning it to the chamber where it originated. If the president neither signs nor vetoes a bill "within ten Days (Sundays excepted) after it shall have been presented to him" it becomes a law without the president's signature, "unless the Congress by their Adjournment prevent its Return in which Case it shall not be a Law" (called a pocket veto). A presidential veto may be overridden by a two-thirds vote in both houses of Congress vote to override the veto; this occurs relatively infrequently.The president may be impeached by a majority in the House and removed from office by a two-thirds majority in the Senate for "treason, bribery, or other high crimes and misdemeanors".
The president may not dissolve Congress, but has the power to adjourn Congress whenever the House and Senate cannot agree when to adjourn; no president has ever used this power. The president also has the constitutional power to, "on extraordinary Occasions, convene both Houses, or either of them"; this power has been used " to consider nominations, war, and emergency legislation." This Section invests the President with the discretion to convene Congress on "extraordinary occasions"; this special session power that has been used to call the chambers to consider urgent matters.
=== Vice president ===
The vice president is the second-highest official in rank of the federal government. The vice president's duties and powers are established in the legislative branch of the federal government under Article 1, Section 3, Clauses 4 and 5 as the president of the Senate; this means that they are the designated presiding officer of the Senate. In that capacity, the vice president has the authority (ex officio, for they are not an elected member of the Senate) to cast a tie-breaking vote. Pursuant to the Twelfth Amendment, the vice president presides over the joint session of Congress when it convenes to count the vote of the Electoral College. As first in the U.S. presidential line of succession, the vice president's duties and powers move to the executive branch when becoming president upon the death, resignation, or removal of the president, which has happened nine times in U.S. history. Lastly, in the case of a Twenty-fifth Amendment succession event, the vice president would become acting president, assuming all of the powers and duties of president, except being designated as president. Accordingly, by circumstances, the Constitution designates the vice president as routinely in the legislative branch, or succeeding to the executive branch as president, or possibly being in both as acting president pursuant to the Twenty-fifth Amendment. Because of circumstances, the overlapping nature of the duties and powers attributed to the office, the title of the office and other matters, such has generated a spirited scholarly dispute regarding attaching an exclusive branch designation to the office of vice president.
=== Cabinet, executive departments, and agencies ===
Article II, Section 2 of the Constitution sets forth the creation of a presidential Cabinet. The role of the Cabinet is to advise the president and carry out the programs and laws of the federal government. The Cabinet is composed of the vice president and the leaders of 15 executive departments. Those executive departments are the Departments of State, Treasury, Defense, Justice, Interior, Agriculture, Commerce, Labor, Health and Human Services, Housing and Urban Development, Transportation, Energy, Education, Veterans Affairs, and Homeland Security.Additionally, there are seven other members of the Cabinet who are appointed by the president. These are the White House Chief of Staff, Administrator of the Environmental Protection Agency, Director of the Office of Management & Budget, United States Trade Representative, U.S. Ambassador to the United Nations, Chairman of the Council of Economic Advisers, and Administrator of the Small Business Administration.The heads of the 15 departments are chosen by the president and approved with the "advice and consent" of the U.S. Senate. Once confirmed, these "Cabinet secretaries" serve at the pleasure of the president.
In addition to the executive departments, a number of staff organizations are grouped into the Executive Office of the President (EOP), which was created in 1939 by President Franklin D. Roosevelt. The EOP is overseen by the White House Chief of Staff. The EOP includes the White House staff, the National Security Council, the Office of Management and Budget, the Council of Economic Advisers, the Council on Environmental Quality, the Office of the U.S. Trade Representative, the Office of National Drug Control Policy, and the Office of Science and Technology Policy.
Outside of the EOP and the executive departments are a number of independent agencies. These include the United States Postal Service (USPS), NASA, the Central Intelligence Agency (CIA), the Environmental Protection Agency (EPA), and the United States Agency for International Development (USAID). In addition, there are government-owned corporations, including the Federal Deposit Insurance Corporation and the National Railroad Passenger Corporation.
== Judicial branch ==
The Judiciary, under Article III of the Constitution, explains and applies the laws. This branch does this by hearing and eventually making decisions on various legal cases.
=== Overview of the federal judiciary ===
Article III section I of the Constitution establishes the Supreme Court of the United States and authorizes the United States Congress to establish inferior courts as their need shall arise. Section I also establishes a lifetime tenure for all federal judges and states that their compensation may not be diminished during their time in office. Article II section II establishes that all federal judges are to be appointed by the president and confirmed by the United States Senate.
The Judiciary Act of 1789 subdivided the nation jurisdictionally into judicial districts and created federal courts for each district. The three tiered structure of this act established the basic structure of the national judiciary: the Supreme Court, 13 courts of appeals, 94 district courts, and two courts of special jurisdiction. Congress retains the power to re-organize or even abolish federal courts lower than the Supreme Court.
The U.S. Supreme Court decides cases and controversies, which include matters pertaining to the federal government, disputes between states, and interpretation of the United States Constitution, and, in general, can declare legislation or executive action made at any level of the government as unconstitutional, nullifying the law and creating precedent for future law and decisions. The United States Constitution does not specifically mention the power of judicial review, which is the power to declare a law unconstitutional. There have been instances in the past where such declarations have been ignored by the other two branches. Below the U.S. Supreme Court are the United States Courts of Appeals, and below them in turn are the United States District Courts, which are the general trial courts for federal law, and for certain controversies between litigants who are not deemed citizens of the same state, known as diversity jurisdiction.
There are three levels of federal courts with general jurisdiction, which are courts that handle both criminal and civil suits between individuals. Other courts, such as the bankruptcy courts and the U.S. Tax Court, are specialized courts handling only certain kinds of cases, known as subject matter jurisdiction. The Bankruptcy Courts are supervised by the district courts, and, as such, are not considered part of the Article III judiciary. As such, their judges do not have lifetime tenure, nor are they Constitutionally exempt from diminution of their remuneration. The Tax Court is an Article I Court, not an Article III Court.The district courts are the trial courts wherein cases that are considered under the Judicial Code (Title 28, United States Code) consistent with the jurisdictional precepts of federal question jurisdiction, diversity jurisdiction, and pendent jurisdiction can be filed and decided. The district courts can also hear cases under removal jurisdiction, wherein a case brought in a state court meets the requirements for diversity jurisdiction, and one party litigant chooses to "remove" the case from state court to federal court.
The United States Courts of Appeals are appellate courts that hear appeals of cases decided by the district courts, and some direct appeals from administrative agencies, and some interlocutory appeals. The U.S. Supreme Court hears appeals from the decisions of the courts of appeals or state supreme courts, and in addition has original jurisdiction over a few cases.
The judicial power extends to cases arising under the Constitution, an Act of Congress; a U.S. treaty; cases affecting ambassadors, ministers and consuls of foreign countries in the U.S.; cases and controversies to which the federal government is a party; controversies between states (or their citizens) and foreign nations (or their citizens or subjects); and bankruptcy cases (collectively "federal-question jurisdiction"). The Eleventh Amendment removed from federal jurisdiction cases in which citizens of one state were the plaintiffs and the government of another state was the defendant. It did not disturb federal jurisdiction in cases in which a state government is a plaintiff and a citizen of another state the defendant.
The power of the federal courts extends both to civil actions for damages and other redress, and to criminal cases arising under federal law. The interplay of the Supremacy Clause and Article III has resulted in a complex set of relationships between state and federal courts. Federal courts can sometimes hear cases arising under state law pursuant to diversity jurisdiction, state courts can decide certain matters involving federal law, and a handful of federal claims are primarily reserved by federal statute to the state courts. Both court systems have exclusive jurisdiction in some areas and concurrent jurisdiction in others.
The U.S. Constitution safeguards judicial independence by providing that federal judges shall hold office "during good behavior"; in practice, this usually means they serve until they die, retire, or resign. A judge who commits an offense while in office may be impeached in the same way as the president or other officials of the federal government. U.S. judges are appointed by the president, subject to confirmation by the Senate. Another Constitutional provision prohibits Congress from reducing the pay of any present Article III judge. However, Congress is able to set a lower salary for all future judges who take office after such a pay reduction is passed by Congress.
=== Relationships between state and federal courts ===
Separate from, but not entirely independent of, this federal court system are the court systems of each state, each dealing with, in addition to federal law when not deemed preempted, a state's own laws, and having its own court rules and procedures. Although state governments and the federal government are legally dual sovereigns, the Supreme Court of the United States is in many cases the appellate court from the State Supreme Courts (e.g., absent the Court countenancing the applicability of the doctrine of adequate and independent State grounds). The Supreme Courts of each state are by this doctrine the final authority on the interpretation of the applicable state's laws and Constitution. Many state constitution provisions are equal in breadth to those of the U.S. Constitution, but are considered "parallel" (thus, where, for example, the right to privacy pursuant to a state constitution is broader than the federal right to privacy, and the asserted ground is explicitly held to be "independent", the question can be finally decided in a State Supreme Court—the U.S. Supreme Court will decline to take jurisdiction).
A State Supreme Court, other than of its own accord, is bound only by the U.S. Supreme Court's interpretation of federal law, but is not bound by interpretation of federal law by the federal court of appeals for the federal circuit in which the state is included, or even the federal district courts located in the state, a result of the dual sovereigns concept. Conversely, a federal district court hearing a matter involving only a question of state law (usually through diversity jurisdiction) must apply the substantive law of the state in which the court sits, a result of the application of the Erie Doctrine; however, at the same time, the case is heard under the Federal Rules of Civil Procedure, the Federal Rules of Criminal Procedure and the Federal Rules of Evidence instead of state procedural rules (that is, the application of the Erie Doctrine only extends to a requirement that a federal court asserting diversity jurisdiction apply substantive state law, but not procedural state law, which may be different). Together, the laws of the federal and state governments form U.S. law.
== Budget ==
The budget document often begins with the president's proposal to Congress recommending funding levels for the next fiscal year, beginning October 1 and ending on September 30 of the year following. The fiscal year refers to the year in which it ends.
For fiscal year (FY) 2018, the federal government spent $4.11 trillion. Spending equalled 20.3% of gross domestic product (GDP), equal to the 50-year average. The deficit equaled $779 billion, 3.8 percent of GDP. Tax revenue amounted to $3.33 trillion, with receipt categories including individual income taxes ($1,684B or 51%), Social Security/Social Insurance taxes ($1,171B or 35%), and corporate taxes ($205B or 6%).
== Employees ==
The United States federal government had about 2,096,000 civilian employees in FY2016, with about 173,000 of those in the District of Columbia (not counting the United States Postal Service).
== Elections and voting ==
Suffrage, known as the ability to vote, has changed significantly over time. In the early years of the United States, voting was considered a matter for state governments, and was commonly restricted to white men who owned land. Direct elections were mostly held only for the U.S. House of Representatives and state legislatures, although what specific bodies were elected by the electorate varied from state to state. Under this original system, both senators representing each state in the U.S. Senate were chosen by a majority vote of the state legislature. Since the ratification of the Seventeenth Amendment in 1913, members of both houses of Congress have been directly elected. Today, U.S. citizens have almost universal suffrage under equal protection of the laws from the age of 18, regardless of race, gender, or wealth. The only significant exception to this is the disenfranchisement of convicted felons, and in some states former felons as well.
Under the U.S. Constitution, the representation of U.S. territories and the federal district of District of Columbia in Congress is limited: while residents of the District of Columbia are subject to federal laws and federal taxes, their only congressional representative is a non-voting delegate; however, they have participated in presidential elections since March 29, 1961.Residents of Puerto Rico other than federal employees do not pay federal personal income taxes on income that has its source in Puerto Rico, and do not pay most federal excise taxes (for example, the federal gasoline tax); however, Puerto Ricans pay all other federal taxes, including the federal payroll taxes that fund Social Security and Medicare; the FUTA tax; and business, gift, and estate taxes. Puerto Rico is represented in the Congress by a nonvoting Resident Commissioner, a nonvoting delegate.
== State, tribal, and local governments ==
State governments have the greatest influence over most Americans' daily lives. The Tenth Amendment prohibits the federal government from exercising any power not delegated to it by the Constitution; as a result, states handle the majority of issues most relevant to individuals within their jurisdiction. Because state governments are not authorized to print currency, they generally have to raise revenue through either taxes or bonds. As a result, state governments tend to impose severe budget cuts or raise taxes any time the economy is faltering.Each state has its own written constitution, government and code of laws. The Constitution stipulates only that each state must have, "a Republican Government". Therefore, there are often great differences in law and procedure between individual states, concerning issues such as property, crime, health and education, amongst others. The highest elected official of each state is the Governor, with below him being the Lieutenant Governor. Each state also has an elected state legislature (bicameralism is a feature of every state except Nebraska), whose members represent the voters of the state. Each state maintains its own state court system. In some states, supreme and lower court justices are elected by the people; in others, they are appointed, as they are in the federal system.
As a result of the Supreme Court case Worcester v. Georgia, American Indian tribes are considered "domestic dependent nations" that operate as sovereign governments subject to federal authority but, in some cases, outside of the jurisdiction of state governments. Hundreds of laws, executive orders and court cases have modified the governmental status of tribes vis-à-vis individual states, but the two have continued to be recognized as separate bodies. Tribal governments vary in robustness, from a simple council used to manage all aspects of tribal affairs, to large and complex bureaucracies with several branches of government. Tribes are currently encouraged to form their own governments, with power resting in elected tribal councils, elected tribal chairpersons, or religiously appointed leaders (as is the case with pueblos). Tribal citizenship and voting rights are typically restricted to individuals of native descent, but tribes are free to set whatever citizenship requirements they wish.
The institutions that are responsible for local government within states are typically counties, municipalities, and special-purpose districts, which make laws that affect their particular area. These laws concern issues such as traffic, the sale of alcohol and the keeping of animals. A county is an administrative or political subdivision of a state, while Louisiana and Alaska have county-equivalent subdivisions called parishes and boroughs, respectively. The specific governmental powers of counties vary widely between the states, with those in Connecticut, Rhode Island, and some parts of Alaska and Massachusetts having little or no power, existing only as geographic distinctions. In other areas, county governments have more power, such as to collect taxes and maintain law enforcement agencies. Twenty states further divide their counties into civil townships. Population centers may be organized into incorporated municipalities of several types, including the city, town, borough, and village. These municipal entities also vary from state to state, and typically subordinate to the government of a county or civil township. However, many rural and suburban regions are in unincorporated areas that have no municipal government below the county or civil township level. Certain cities have consolidated with their county government to form consolidated city-counties, or have been legally separated from counties altogether to form independent cities. States may also create special-purpose districts that perform a single function or a set of related functions within an area inside one or more counties or municipalities, like school districts, water management districts, fire management districts, and library districts.
== See also ==
== Notes ==
== References ==
== Further reading ==
Greenstein, Fred I. et al. Evolution of the modern presidency : a bibliographical survey (1977) bibliography and annotation of 2500 scholarly books and articles. online 4Wood, Gordon S. (1998). The creation of the American Republic, 1776–1787. Gordon S. Wood, Institute of Early American History and Culture (Williamsburg, Va.). p. 653. ISBN 978-0-8078-2422-1.
== External links ==
Official website (Portal of the U.S. Federal government of the United States)
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Philadelphia
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Philadelphia, commonly referred to as Philly, is the most populous city in the Commonwealth of Pennsylvania and the second-most populous city in both the Northeast megalopolis and Mid-Atlantic regions after New York City. It is one of the most historically significant cities in the United States and served as the nation's capitol until 1800. Philadelphia is the nation's sixth-most populous city with a population of 1,603,797 as of the 2020 census. Since 1854, the city has been coextensive with Philadelphia County, the most populous county in Pennsylvania, and the urban core of the Delaware Valley, the nation's seventh-largest and one of the world's largest metropolitan regions with 6.245 million residents. Philadelphia is known for its extensive contributions to American history, especially the American Revolution, and for its contemporary influence in business and industry, culture, sports, and music.Philadelphia was founded in 1682 by William Penn, an English Quaker and advocate of religious freedom. The city served as the capital of the Pennsylvania Colony during the British colonial era and went on to play a historic and vital role as the central meeting place for the nation's founding fathers whose plans and actions in Philadelphia ultimately inspired the American Revolution and the nation's independence following the Revolutionary War. Philadelphia hosted the First Continental Congress in 1774, preserved the Liberty Bell, and hosted the Second Continental Congress during which the founders signed the Declaration of Independence, which historian Joseph Ellis has described as "the most potent and consequential words in American history". Once the Revolutionary War commenced, the Battle of Germantown and the siege of Fort Mifflin were fought within Philadelphia's city limits. The U.S. Constitution was later ratified in Philadelphia at the Philadelphia Convention of 1787. Philadelphia remained the nation's largest city until 1790, when it was surpassed by New York City, and it served as the nation's first capital from May 10, 1775 until December 12, 1776 and on four subsequent occasions during and following the American Revolution, including from 1790 to 1800 during the construction of the new national capital of Washington, D.C.
With 18 four-year universities and colleges, Philadelphia is one of the nation's leading centers for higher education and academic research. As of 2018, the Philadelphia metropolitan area was the state's largest and nation's ninth-largest metropolitan economy with a gross metropolitan product of US$444.1 billion. The city is home to five Fortune 500 corporate headquarters as of 2022. The Philadelphia skyline, which includes several globally renowned commercial skyscrapers, is expanding, primarily with new residential high-rise condominiums. Philadelphia and the Delaware Valley are a biotechnology hub. As of 2023, metropolitan Philadelphia ranks among the top five U.S. venture capital centers, facilitated by its proximity to New York City's entrepreneurial and financial ecosystems. The Philadelphia Stock Exchange, owned by Nasdaq since 2008, is the nation's oldest stock exchange and a global leader in options trading. 30th Street Station, the city's primary rail station, is the third-busiest Amtrak hub in the nation, and the city's multimodal transport and logistics infrastructure, including Philadelphia International Airport, the rapidly-growing PhilaPort seaport, freight rail infrastructure, roadway traffic capacity, and warehouse storage space, are all expanding. A migration pattern has been established from New York City to Philadelphia by residents opting for a large city with relative proximity and a lower cost of living.Philadelphia is a national cultural center, hosting more outdoor sculptures and murals than any other city in the nation. Fairmount Park, when combined with adjacent Wissahickon Valley Park in the same watershed, is 2,052 acres (830 ha), representing one of the nation's largest and the world's 45th-largest urban park. The city is known for its arts, culture, cuisine, and colonial and Revolution-era history; in 2016, it attracted 42 million domestic tourists who spent $6.8 billion, representing $11 billion in economic impact to the city and its surrounding Pennsylvania counties.With five professional sports teams and one of the nation's most loyal fan bases, Philadelphia is often ranked as the nation's best city for professional sports fans. The city has a culturally and philanthropically active LGBTQ+ community. Philadelphia also has played an immensely influential historic and ongoing role in the development and evolution of American music, especially R&B, soul, and rock.Philadelphia is a city of many firsts, including the nation's first library (1731), hospital (1751), medical school (1765), national capital (1774), university (by some accounts) (1779), stock exchange (1790), zoo (1874), and business school (1881). Philadelphia contains 67 National Historic Landmarks, including Independence Hall. From the city's 17th century founding through the present, Philadelphia has been the birthplace or home to an extensive number of prominent and influential Americans. In 2021, Time magazine named Philadelphia one of the world's greatest 100 places.
== History ==
=== Native peoples ===
Prior to the arrival of Europeans in the early 17th century, the Philadelphia area was home to the Lenape (Delaware) Indians in the village of Shackamaxon. They were also called the Delaware Indians, and their historical territory was along the Delaware River watershed, western Long Island, and the Lower Hudson Valley. Most Lenape were pushed out of their Delaware homeland during the 18th century by expanding European colonies, exacerbated by losses from intertribal conflicts. Lenape communities were weakened by newly introduced diseases, mainly smallpox, and conflict with Europeans. The Iroquois occasionally fought the Lenape. Surviving Lenape moved west into the upper Ohio River basin. The American Revolutionary War and the United States' independence pushed them further west. In the 1860s, the United States government sent most Lenape remaining in the eastern United States to the Indian Territory to present-day Oklahoma and surrounding territories under the Indian removal policy.
=== Colonial ===
Europeans came to the Delaware Valley in the early 17th century. The first settlements were founded by Dutch colonists, who built Fort Nassau on the Delaware River in 1623 in what is now Brooklawn, New Jersey. The Dutch considered the entire Delaware River valley to be part of their New Netherland colony. In 1638, Swedish settlers led by renegade Dutch established the colony of New Sweden at Fort Christina, located in present-day Wilmington, Delaware, and quickly spread out in the valley. In 1644, New Sweden supported the Susquehannocks in their war against Maryland colonists. In 1648, the Dutch built Fort Beversreede on the west bank of the Delaware, south of the Schuylkill River near the present-day Eastwick section of Philadelphia, to reassert their dominion over the area. The Swedes responded by building Fort Nya Korsholm, or New Korsholm, named after a town in Finland with a Swedish majority. In 1655, a Dutch military campaign led by New Netherland Director-General Peter Stuyvesant took control of the Swedish colony, ending its claim to independence. The Swedish and Finnish settlers continued to have their own militia, religion, and court, and to enjoy substantial autonomy under the Dutch. An English fleet captured the New Netherland colony in 1664, though the situation did not change substantially until 1682, when the area was included in William Penn's charter for Pennsylvania.In 1681, in partial repayment of a debt, Charles II of England granted Penn a charter for what would become the Pennsylvania colony. Despite the royal charter, Penn bought the land from the local Lenape in an effort to establish good terms with the Native Americans and ensure peace for the colony. Penn made a treaty of friendship with Lenape chief Tammany under an elm tree at Shackamaxon, in what is now the city's Fishtown neighborhood. Penn named the city Philadelphia, which is Greek for "brotherly love", derived from the Ancient Greek terms φίλος phílos (beloved, dear) and ἀδελφός adelphós (brother, brotherly). There were a number of cities named Philadelphia in the Eastern Mediterranean during the Greek and Roman periods, including modern Alaşehir, mentioned as the site of an early Christian congregation in the Book of Revelation. As a Quaker, Penn had experienced religious persecution and wanted his colony to be a place where anyone could worship freely. This tolerance, which exceeded that of other colonies, led to better relations with the local native tribes and fostered Philadelphia's rapid growth into America's most important city.Penn planned a city on the Delaware River to serve as a port and place for government. Hoping that Philadelphia would become more like an English rural town instead of a city, Penn laid out roads on a grid plan to keep houses and businesses spread far apart with areas for gardens and orchards.
The city's inhabitants did not follow Penn's plans, however, and instead crowded the present-day Port of Philadelphia on the Delaware River and subdivided and resold their lots. Before Penn left Philadelphia for the final time, he issued the Charter of 1701 establishing it as a city. Though poor at first, Philadelphia became an important trading center with tolerable living conditions by the 1750s. Benjamin Franklin, a leading citizen, helped improve city services and founded new ones that were among the first in the nation, including a fire company, library, and hospital.
A number of philosophical societies were formed, which were centers of the city's intellectual life, including the Philadelphia Society for Promoting Agriculture (1785), the Pennsylvania Society for the Encouragement of Manufactures and the Useful Arts (1787), the Academy of Natural Sciences (1812), and the Franklin Institute (1824). These societies developed and financed new industries that attracted skilled and knowledgeable immigrants from Europe.
=== American Revolution ===
Philadelphia's importance and central location in the colonies made it a natural center for America's revolutionaries. By the 1750s, Philadelphia surpassed Boston as the largest city and busiest port in British America, and the second-largest city in the entire British Empire after London. In 1774, as resentment of British colonial practices and support for independence was burgeoning in the colonies, Philadelphia hosted the First Continental Congress.
From 1775 to 1781, Philadelphia hosted the Second Continental Congress, which adopted the Declaration of Independence in what was then called the Pennsylvania State House and now is called Independence Hall. Historian Joseph Ellis, in 2007, described the Declaration of Independence as "the most potent and consequential words in American history," and its adoption represented a declaration of war against the British Army, which was then the world's most powerful military force. Since the Declaration's July 4, 1776, adoption, its signing has been cited globally and repeatedly by various peoples of the world seeking independence and liberty. It also has been, since its adoption, the basis for annual celebration by Americans; in 1938, this celebration of the Declaration was formalized as Independence Day, one of only ten designated U.S. federal holidays.
After George Washington's defeat at the Battle of Brandywine in Chadds Ford Township, Pennsylvania, on September 11, 1777, during the Philadelphia campaign, the revolutionary capital of Philadelphia was defenseless and the city prepared for what was perceived to be an inevitable British attack. Because bells could easily be recast into munitions, the Liberty Bell, then known as the Pennsylvania State Bell, and bells from two Philadelphia churches, Christ Church and St. Peter's Church, were hastily taken down and transported by heavily-guarded wagon train out of the city. The Liberty Bell was taken to Zion German Reformed Church in Northampton Town, which is present-day Allentown, where it was hidden under the church's floor boards for nine months from September 1777 until the British Army's departure from Philadelphia in June 1778. Two Revolutionary War battles, the Siege of Fort Mifflin (September 26 to November 16, 1777) and the Battle of Germantown (October 4, 1777), were fought within Philadelphia's city limits.
In Philadelphia, the Second Continental Congress adopted the Articles of Confederation on November 15, 1777, and the city later served as the meeting place for the Constitutional Convention, which ratified the Constitution in Independence Hall in Philadelphia on September 17, 1787.
Philadelphia served as capital of the United States for much of the colonial and early post-colonial periods, including for a decade, from 1790 to 1800, while Washington, D.C., was being constructed and prepared to serve as the new national capital. In 1793, the largest yellow fever epidemic in U.S. history killed approximately 4,000 to 5,000 people in Philadelphia, or about ten percent of the city's population at the time. The capital of the United States was moved to Washington, D.C. in 1800 upon completion of the White House and U.S. Capitol buildings.
The state capital was moved from Philadelphia to Lancaster in 1799, then ultimately to Harrisburg in 1812 Philadelphia remained the nation's largest city until the late 18th century. It also was the nation's financial and cultural center until ultimately being eclipsed in total population by New York City in 1790. In 1816, the city's free Black community founded the African Methodist Episcopal Church (AME), the first independent Black denomination in the country, and the first Black Episcopal Church. The free Black community also established many schools for its children with the help of Quakers. Large-scale construction projects for new roads, canals, and railroads made Philadelphia the first major industrial city in the United States.
=== 19th century ===
Throughout the 19th century, Philadelphia hosted a variety of industries and businesses; the largest was the textile industry. Major corporations in the 19th and early 20th centuries included the Baldwin Locomotive Works, William Cramp & Sons Shipbuilding Company, and the Pennsylvania Railroad. Established in 1870, the Philadelphia Conveyancers' Association was chartered by the state in 1871. Along with the U.S. Centennial in 1876, the city's industry was celebrated in the Centennial Exposition, the first official World's fair in the U.S.
Immigrants, mostly from Ireland and Germany, settled in Philadelphia and the surrounding districts. These immigrants were largely responsible for the first general strike in North America in 1835, in which workers in the city won the ten-hour workday. The city was a destination for thousands of Irish immigrants fleeing the Great Famine in the 1840s; housing for them was developed south of South Street and later occupied by succeeding immigrants. They established a network of Catholic churches and schools and dominated the Catholic clergy for decades. Anti-Irish, anti-Catholic nativist riots erupted in Philadelphia in 1844. The rise in population of the surrounding districts helped lead to the Act of Consolidation of 1854, which extended the city limits from the 2 square miles (5.2 km2) of Center City to the roughly 134 square miles (350 km2) of Philadelphia County.
In the latter half of the 19th century and leading into the 20th century, immigrants from Russia, Eastern Europe, and Italy, and African Americans from the southern U.S. settled in the city.Philadelphia was represented by the Washington Grays in the American Civil War. The African-American population of Philadelphia increased from 31,699 to 219,559 between 1880 and 1930. Black newcomers in the 20th century were part of the Great Migration out of the rural south and into northern and midwestern industrial cities.
=== 20th century ===
By the 20th century, Philadelphia had an entrenched Republican political machine and a complacent population. In 1910, a general strike shut down the entire city.In 1917, following outrage over the election-year murder of a Philadelphia police officer, led to the shrinking of the City Council from two houses to just one. In July 1919, Philadelphia was one of more than 36 industrial cities nationally to suffer a race riot during Red Summer in post-World War I unrest as recent immigrants competed with Blacks for jobs. In the 1920s, the public flouting of Prohibition laws, organized crime, mob violence, and corrupt police involvement in illegal activities led to the appointment of Brig. Gen. Smedley Butler of the U.S. Marine Corps as the city's director of public safety, but political pressure still prevented long-term success in fighting crime and corruption.In 1940, non-Hispanic whites constituted 86.8% of the city's population. In 1950, the population peaked at more than two million residents, then began to decline with the restructuring of industry that led to the loss of many middle-class union jobs. In addition, suburbanization enticed many affluent residents to depart the city for its outlying railroad commuting towns and newer housing. The resulting reduction in Philadelphia's tax base and the resources of local government caused the city to struggle through a long period of adjustment, and it approached bankruptcy by the late 1980s.In 1985, the MOVE Bombing of the Cobbs Creek neighborhood by city helicopters occurred, killing 11 and destroying 61 homes.Revitalization and gentrification of neighborhoods began in the late 1970s and continues into the 21st century with much of the development occurring in the Center City and University City neighborhoods. But this expanded a shortage of affordable housing in the city. After many manufacturers and businesses left Philadelphia or shut down, the city started attracting service businesses and began to market itself more aggressively as a tourist destination. Contemporary glass-and-granite skyscrapers were built in Center City beginning in the 1980s. Historic areas such as Old City and Society Hill were renovated during the reformist mayoral era of the 1950s through the 1980s, making both areas among the most desirable Center City neighborhoods. Immigrants from around the world began to enter the U.S. through Philadelphia as their gateway, leading to a reversal of the city's population decline between 1950 and 2000, during which it lost about 25 percent of its residents.
=== 21st century ===
Philadelphia eventually began experiencing a growth in its population in 2007, which continued with gradual yearly increases through the present.
== Geography ==
=== Topography ===
Philadelphia's geographic center is about 40° 0′ 34″ north latitude and 75° 8′ 0″ west longitude. The 40th parallel north passes through neighborhoods in Northeast Philadelphia, North Philadelphia, and West Philadelphia including Fairmount Park. The city encompasses 142.71 square miles (369.62 km2), of which 134.18 square miles (347.52 km2) is land and 8.53 square miles (22.09 km2), or 6%, is water. Natural bodies of water include the Delaware and Schuylkill rivers, lakes in Franklin Delano Roosevelt Park, and Cobbs, Wissahickon, and Pennypack creeks. The largest artificial body of water is East Park Reservoir in Fairmount Park.
The lowest point is sea level and the highest point is in Chestnut Hill about 446 feet (136 m) above sea level on Summit Street near the intersection of Germantown Avenue and Bethlehem Pike at: 40.07815 N, 75.20747 W. Philadelphia is located on the Atlantic Seaboard Fall Line that separates the Atlantic Plain from the Piedmont. The Schuylkill River's rapids at East Falls were inundated by completion of the dam at Fairmount Water Works.The city is the seat of its own county. The city is bordered by six adjacent counties: Montgomery to the northwest; Bucks to the north and northeast; Burlington County, New Jersey to the east; Camden County, New Jersey to the southeast; Gloucester County, New Jersey to the south; and Delaware County to the southwest.
=== Cityscape ===
==== City planning ====
Philadelphia was created in the 17th century following the plan by William Penn's surveyor Thomas Holme. Center City is structured with long, straight streets running nearly due east–west and north–south, forming a grid pattern between the Delaware and Schuylkill rivers that is aligned with their courses. The original city plan was designed to allow for easy travel and to keep residences separated by open space that would help prevent the spread of fire. In keeping with the idea of a "Greene Countrie Towne", and inspired by the many types of trees that grew in the region, Penn named many of the east–west streets for local trees. Penn planned the creation of five public parks in the city which were renamed in 1824 (new names in parentheses): Centre Square (Penn Square), Northeast Square (Franklin Square), Southeast Square (Washington Square), Southwest Square (Rittenhouse Square), and Northwest Square (Logan Circle/Square). Center City had an estimated 183,240 residents as of 2015, making it the second-most populated downtown area in the United States, after Midtown Manhattan in New York City.Philadelphia's neighborhoods are divided into six large sections that surround Center City: North Philadelphia, Northeast Philadelphia, South Philadelphia, Southwest Philadelphia, West Philadelphia, and Northwest Philadelphia. The city's geographic boundaries have been largely unchanged since these neighborhoods were consolidated in 1854. However, each of these large areas contains numerous neighborhoods, some of whose boundaries derive from the boroughs, townships, and other communities that constituted Pennsylvania County before their inclusion within the city.The City Planning Commission, tasked with guiding growth and development of the city, has divided the city into 18 planning districts as part of the Philadelphia2035 physical development plan. Much of the city's 1980 zoning code was overhauled from 2007 to 2012 as part of a joint effort between former mayors John F. Street and Michael Nutter. The zoning changes were intended to rectify incorrect zoning maps to facilitate future community development, as the city forecasts an additional 100,000 residents and 40,000 jobs will be added by 2035.
The Philadelphia Housing Authority (PHA) is the largest landlord in Pennsylvania. Established in 1937, the PHA is the nation's fourth-largest housing authority, serving about 81,000 people with affordable housing, while employing 1,400 on a budget of $371 million. The Philadelphia Parking Authority works to ensure adequate parking for city residents, businesses, and visitors.
==== Architecture ====
Philadelphia's architectural history dates back to colonial times and includes a wide range of styles. The earliest structures were constructed with logs, but brick structures were common by 1700. During the 18th century, the cityscape was dominated by Georgian architecture, including Independence Hall and Christ Church.
In the first decades of the 19th century, Federal and Greek Revival architecture were the dominant styles produced by Philadelphia architects such as Benjamin Latrobe, William Strickland, John Haviland, John Notman, Thomas Walter, and Samuel Sloan. Frank Furness is considered Philadelphia's greatest architect of the second half of the 19th century. His contemporaries included John McArthur Jr., Addison Hutton, Wilson Eyre, the Wilson Brothers, and Horace Trumbauer. In 1871, construction began on the Second Empire-style Philadelphia City Hall. The Philadelphia Historical Commission was created in 1955 to preserve the cultural and architectural history of the city. The commission maintains the Philadelphia Register of Historic Places, adding historic buildings, structures, sites, objects and districts as it sees fit.In 1932, Philadelphia became home to the first modern International Style skyscraper in the United States, the PSFS Building, designed by George Howe and William Lescaze. The 548 ft (167 m) City Hall remained the tallest building in the city until 1987 when One Liberty Place was completed. Numerous glass and granite skyscrapers were built in Center City beginning in the late 1980s. In 2007, the Comcast Center surpassed One Liberty Place to become the city's tallest building. The Comcast Technology Center was completed in 2018, reaching a height of 1,121 ft (342 m), as the tallest building in the United States outside of Manhattan and Chicago.For much of Philadelphia's history, the typical home has been the row house. The row house was introduced to the United States via Philadelphia in the early 19th century and, for a time, row houses built elsewhere in the United States were known as "Philadelphia rows". A variety of row houses are found throughout the city, from Federal-style continuous blocks in Old City and Society Hill to Victorian-style homes in North Philadelphia to twin row houses in West Philadelphia. While newer homes have been built recently, much of the housing dates to the 18th, 19th and early 20th centuries, which has created problems such as urban decay and vacant lots. Some neighborhoods, including Northern Liberties and Society Hill, have been rehabilitated through gentrification.
==== Parks ====
As of 2014, the city's total park space, including municipal, state, and federal parks in the city, amounts to 11,211 acres (17.5 sq mi). Philadelphia's largest park is Fairmount Park, which includes the Philadelphia Zoo and encompasses 2,052 acres (3.2 sq mi) of the total parkland. Fairmount Park's adjacent Wissahickon Valley Park contains 2,042 acres (3.2 sq mi). Fairmount Park, when combined with Wissahickon Valley Park, is one of the largest contiguous urban park areas in the U.S. The two parks, along with the Colonial Revival, Georgian and Federal-style mansions in them, have been listed as one entity on the National Register of Historic Places since 1972.
=== Climate ===
According to the Köppen climate classification, Philadelphia falls under the northern periphery of the humid subtropical climate zone (Köppen Cfa), whereas according to the Trewartha climate classification, the city has a temperate maritime climate (Do) limited to the north by the continental climate (Dc). Summers are typically hot and muggy, fall and spring are generally mild, and winter is moderately cold. The plant life hardiness zones are 7a and 7b, representing an average annual extreme minimum temperature between 0 and 10 °F (−18 and −12 °C).Snowfall is highly variable, with some winters experiencing only light snow, while others include major snowstorms. The normal seasonal snowfall averages 22.4 in (57 cm), with rare snowfalls in November or April, and rarely any sustained snow cover. Seasonal snowfall accumulation has ranged from trace amounts in 1972–73 to 78.7 inches (200 cm) in the winter of 2009–10. The city's heaviest single-storm snowfall was 30.7 in (78 cm) which occurred in January 1996.Precipitation is generally spread throughout the year, with eight to eleven wet days per month, at an average annual rate of 44.1 inches (1,120 mm), but historically ranging from 29.31 in (744 mm) in 1922 to 64.33 in (1,634 mm) in 2011. The most rain recorded in one day occurred on July 28, 2013, when 8.02 in (204 mm) fell at Philadelphia International Airport. Philadelphia has a moderately sunny climate with an average of 2,498 hours of sunshine annually, and a percentage of sunshine ranging from 47% in December to 61% in June, July, and August.The January daily average temperature is 33.7 °F (0.9 °C), though the temperature frequently rises to 50 °F (10 °C) during thaws. July averages 78.7 °F (25.9 °C), although heat waves accompanied by high humidity and heat indices are frequent, with highs reaching or exceeding 90 °F (32 °C) on 30 days of the year. The average window for freezing temperatures is November 6 thru April 2, allowing a growing season of 217 days. Early fall and late winter are generally dry with February having the lowest average precipitation at 2.75 inches (70 mm). The dewpoint in the summer averages between 59.1 and 64.5 °F (15 and 18 °C).The highest recorded temperature was 106 °F (41 °C) on August 7, 1918, but temperatures at or above 100 °F (38 °C) are not common, with the last occurrence of such a temperature was July 21, 2019. The lowest officially recorded temperature was −11 °F (−24 °C) on February 9, 1934. Temperatures at or below 0 °F (−18 °C) are rare with the last such occurrence being January 19, 1994. The record low maximum is 5 °F (−15 °C) on February 10, 1899, and December 30, 1880, while the record high minimum is 83 °F (28 °C) on July 23, 2011, and July 24, 2010.
=== Time Series ===
See or edit raw graph data.
==== Air quality ====
Philadelphia County received an ozone grade of F and a 24-hour particle pollution rating of D in the American Lung Association's 2017 State of the Air report, which analyzed data from 2013 to 2015. The city was ranked 22nd for ozone, 20th for short-term particle pollution, and 11th for year-round particle pollution. According to the same report, the city experienced a significant reduction in high ozone days since 2001—from nearly 50 days per year to fewer than 10—along with fewer days of high particle pollution since 2000—from about 19 days per year to about 3—and an approximate 30% reduction in annual levels of particle pollution since 2000. Five of the ten largest combined statistical areas (CSAs) were ranked higher for ozone: Los Angeles (1st), New York City (9th), Houston (12th), Dallas (13th), and San Jose, California (18th). Many smaller CSAs were also ranked higher for ozone including Sacramento (8th), Las Vegas (10th), Denver (11th), El Paso (16th), and Salt Lake City (20th); however, only two of those same ten CSAs—San Jose and Los Angeles—were ranked higher than Philadelphia for both year-round and short-term particle pollution.
== Demographics ==
According to the 2020 U.S. Census Bureau's tabulation, there were 1,603,797 people residing in Philadelphia, representing a 1.2% increase from the 2019 census estimate. The racial composition of the city was 39.3% Black alone (42.0% Black alone or in combination), 36.3% White alone (41.9% White alone or in combination), 8.7% Asian alone, 0.4% American Indian and Alaska Native alone, 8.7% some other race, and 6.9% multiracial. 14.9% of residents were Hispanic or Latino. 34.8% had a Bachelor's degree or higher. 23.9% spoke a language other than English at home, the most common of which was Spanish (10.8%). 15.0% of the populations foreign born, roughly half of whom are naturalized U.S. citizens. 3.7% of the population are veterans. The median household income was $52,889 and 22.8% of the population lived in poverty. 49.5% of the population drove alone to work, while 23.2% used public transit, 8.2% carpooled, 7.9% walked, and 7.0% worked from home. The average commute is 31 minutes.After the 1950 census, when a record high of 2,071,605 was recorded, the city's population began a long decline. The population dropped to a low of 1,488,710 residents in 2006 before beginning to rise again. Between 2006 and 2017, Philadelphia added 92,153 residents. In 2017, the U.S. Census Bureau estimated that the racial composition of the city was 41.3% Black (non-Hispanic), 34.9% White (non-Hispanic), 14.1% Hispanic or Latino, 7.1% Asian, 0.4% Native American, 0.05% Pacific Islander, and 2.8% multiracial.
=== Immigration and cultural diversity ===
In addition to the city's economic growth, the city's population has been fueled by foreign immigration. According to research by The Pew Charitable Trusts, the city's foreign-born population increased by 69% between 2000 and 2016 to constitute nearly 20% of Philadelphia's workforce, and it doubled between 1990 and 2017 to constitute 13.8% of the city's total population, with the top five countries of origin being China by a significant margin followed by the Dominican Republic, Jamaica, India, and Vietnam.
Irish, Italian, German, Polish, English, Russian, Ukrainian, and French ancestries constitute the largest European ethnic groups in the city. Philadelphia has the second-largest Irish and Italian populations in the United States after New York City. South Philadelphia remains one of the largest Italian neighborhoods in the country and is home to the Italian Market.
The Pennsport neighborhood and Gray's Ferry section of South Philadelphia, home to many Mummer clubs, are well known as Irish neighborhoods. The Kensington, Port Richmond, and Fishtown neighborhoods have historically been heavily Irish and Polish. Port Richmond is a center for the Polish-American community in Philadelphia, and it remains a common destination for Polish immigrants. Northeast Philadelphia, although known for its Irish and Irish-American population, is home to a Jewish and Russian population. Mount Airy in Northwest Philadelphia also contains a Jewish community. Nearby Chestnut Hill is historically known as an Anglo-Saxon Protestant community.
Philadelphia's Black American population is the fourth-largest in the country after New York City, Chicago, and Houston. West Philadelphia and North Philadelphia are largely African-American neighborhoods, but many are leaving those areas in favor of the Northeast and Southwest sections of Philadelphia. A higher proportion of African-American Muslims reside in Philadelphia than most other major U.S. cities. West Philadelphia and Southwest Philadelphia are home to various Afro-Caribbean and African immigrant communities.The Puerto Rican population in Philadelphia is the second-largest on the U.S. mainland after New York City, and the second-fastest growing after Orlando. Eastern North Philadelphia, particularly Fairhill and surrounding areas to the north and east, has one of the highest concentrations of Puerto Ricans outside Puerto Rico, with many large swaths of blocks being close to 100% Puerto Rican. Puerto Rican and Dominican populations reside in North Philadelphia and the Northeast, and Mexican and Central American populations exist in South Philadelphia. South American migrants were being transported by bus from Texas to Philadelphia beginning in 2022.Philadelphia's Asian American population includes those of Chinese, Indians, Vietnamese, South Koreans, and Filipinos. Over 35,000 Chinese Americans lived in the city in 2015, including a Fuzhounese population. Center City hosts a Chinatown that is served by Chinese-owned bus lines that provides transport to and from Chinatown in New York City, 95 miles (153 km) to the north. A Korean community initially settled in the North Philadelphia neighborhood of Olney; however, the primary Koreatown has subsequently shifted further north, straddling the city's border with adjacent Cheltenham in Montgomery County and Cherry Hill in South Jersey. South Philadelphia is home to Vietnamese-Americans in Little Saigon, as well as Cambodian Americans, Thai Americans, and Chinese communities.
Philadelphia's Gayborhood near Washington Square is home to a concentration of gay and lesbian-friendly businesses, restaurants, and bars.
=== Religion ===
According to a 2014 study by the Pew Research Center, 68% of the population of the city identified themselves as Christian. Approximately 41% of Christians in the city and area professed attendance at a variety of churches that could be considered Protestant, while 26% professed Catholic beliefs.
The Protestant Christian community in Philadelphia is dominated by mainline Protestant denominations including the Evangelical Lutheran Church in America, United Church of Christ, the Episcopal Church in the United States, Presbyterian Church (USA) and American Baptist Churches USA. One of the most prominent mainline Protestant jurisdictions is the Episcopal Diocese of Pennsylvania. The African Methodist Episcopal Church was established in Philadelphia. Historically, the city has strong connections to the Quakers, Unitarian Universalism, and the Ethical Culture movement, all of which continue to be represented in the city. The Quaker Friends General Conference is based in Philadelphia. Evangelical Protestants making up less than 15% of the population were also prevalent. Evangelical Protestant bodies included the Anglican Church in North America, Lutheran Church—Missouri Synod, Presbyterian Church in America, and National Baptist Convention of America.
The Catholic community is primarily served by the Latin Catholic Archdiocese of Philadelphia, the Ukrainian Catholic Archeparchy of Philadelphia, and the Syro-Malankara Catholic Eparchy of the United States of America and Canada, though some independent Catholic churches exist throughout Philadelphia and its suburbs. The Latin Church-based jurisdiction is headquartered in the city, and its see is the Cathedral Basilica of Saints Peter and Paul. The Ukrainian Catholic jurisdiction is also headquartered in Philadelphia, and is seated at the Cathedral of the Immaculate Conception.
Less than 1% of Philadelphia's Christians were Mormons. The remainder of the Christian demographic is spread among smaller Protestant denominations and the Eastern and Oriental Orthodox among others. The Diocese of Eastern Pennsylvania (Orthodox Church in America) and Greek Orthodox Archdiocese of America (Ecumenical Patriarchate) divide the Eastern Orthodox in Philadelphia. The Russian Orthodox St. Andrew's Cathedral is in the city.
The same study says that other religions collectively compose about 8% of the population, including Judaism, Hinduism, Islam, Buddhism, and Sikhism. Philadelphia has the fifth-largest Muslim population among U.S. cities. The remaining 24% claimed no religious affiliation.
The Philadelphia metropolitan area's Jewish population was estimated at 206,000 in 2001, which was the sixth-largest in the U.S. at that time. Jewish traders were operating in southeastern Pennsylvania long before William Penn. Furthermore, Jews in Philadelphia took a prominent part in the War of Independence. Although the majority of the early Jewish residents were of Portuguese or Spanish descent, some among them had emigrated from Germany and Poland. About the beginning of the 19th century, a number of Jews from the latter countries, finding the services of the Congregation Mickvé Israel unfamiliar to them, resolved to form a new congregation which would use the ritual to which they had been accustomed.
African diasporic religions are practiced in some Latino and Hispanic and Caribbean communities in North and West Philadelphia.
=== Languages ===
As of 2010, 79.12% (1,112,441) of Philadelphia residents age 5 and older spoke English at home as a primary language, while 9.72% (136,688) spoke Spanish, 1.64% (23,075) Chinese, 0.89% (12,499) Vietnamese, 0.77% (10,885) Russian, 0.66% (9,240) French, 0.61% (8,639) other Asian languages, 0.58% (8,217) African languages, 0.56% (7,933) Cambodian (Mon-Khmer), and Italian was spoken as a main language by 0.55% (7,773) of the population over the age of five. In total, 20.88% (293,544) of Philadelphia's population age 5 and older spoke a mother language other than English.
== Economy ==
Philadelphia's close geographical and transportation connections to other large metropolitan economies along the Eastern Seaboard of the United States have been cited as offering a significant competitive advantage for business creation and entrepreneurship. The city is the center of economic activity in both Pennsylvania and the four-state Delaware Valley metropolitan region. Five Fortune 500 companies are headquartered in the city. As of 2021, the Philadelphia metropolitan area is estimated to produce a gross metropolitan product (GMP) of US$479 billion, an increase from the $445 billion calculated by the Bureau of Economic Analysis for 2017, representing the ninth-largest U.S. metropolitan economy.
Philadelphia's economic sectors include financial services, health care, biotechnology, information technology, trade and transportation, manufacturing, oil refining, food processing, and tourism. Metropolitan Philadelphia is one of the top five American venture capital hubs, credited to its proximity to New York City's financial and tech and biotechnology ecosystems. Financial activities account for the largest economic sector of the metropolitan area, which is also one of the largest health education and research centers in the United States. The city's two largest employers are the federal and city governments. Philadelphia's largest private employer is the University of Pennsylvania, followed by the Children's Hospital of Philadelphia. A study commissioned by the city's government in 2011 projected 40,000 jobs would be added to the city within 25 years, raising the number of jobs from 675,000 in 2010 to an estimated 715,000 by 2035.
=== Corporations ===
The Philadelphia Stock Exchange, acquired by Nasdaq in 2007, is a global leader in options trading. The city is also home to the headquarters of cable television and internet service provider Comcast, insurance companies Cigna, Colonial Penn, and Independence Blue Cross, food services company Aramark, chemical makers FMC Corporation and Rohm and Haas, pharmaceutical companies GlaxoSmithKline, Amicus Therapeutics, Spark Therapeutics, apparel retailers Five Below and Urban Outfitters and its subsidiary Anthropologie, automotive parts retailer Pep Boys, and stainless steel producer Carpenter Technology Corporation. Other corporation headquarters in the city include RiteAid, Crown Holdings, and Brandywine Realty Trust. The headquarters of Boeing Rotorcraft Systems and its main rotorcraft factory are in the Philadelphia suburb of Ridley Park; The Vanguard Group, and the U.S. headquarters of Siemens Healthineers are headquartered in Malvern, Pennsylvania, a Philadelphia suburb. Healthcare conglomerate AmerisourceBergen is located in suburban Conshohocken, Pennsylvania. Across the Delaware River in adjacent Camden County, New Jersey, Campbell Soup Company and Subaru USA are both headquartered in the city of Camden, and TD Bank (USA) is headquartered in nearby suburban Cherry Hill, New Jersey.
=== Tech and biotech ===
Philadelphia is a hub for information technology and biotechnology. Philadelphia and Pennsylvania are attracting new life sciences ventures. The Philadelphia metropolitan area, comprising the Delaware Valley, has also become a growing hub for venture capital funding.
=== Tourism ===
Philadelphia's history attracts many tourists, with the Independence National Historical Park, which includes the Liberty Bell, Independence Hall, and other historic sites, received over 5 million visitors in 2016. The city welcomed 42 million domestic tourists in 2016 who spent $6.8 billion, generating an estimated $11 billion in total economic impact in the city and surrounding four counties of Pennsylvania. The annual Naked Bike Ride attracts participants from around the United States and internationally to Philadelphia.
=== Trade and transportation ===
Philadelphia International Airport is undergoing a $900 million infrastructural expansion to increase passenger capacity and augment passenger experience; while the Port of Philadelphia, having experienced the highest percentage growth by tonnage loaded in 2017 among major U.S. seaports, was in the process of doubling its shipping capacity to accommodate super-sized post-Panamax shipping vessels in 2018. Philadelphia's 30th Street Station is the third-busiest Amtrak rail hub, following Penn Station in Manhattan and Union Station in Washington, D.C., transporting over 4 million inter-city rail passengers annually.
== Education ==
=== Primary and secondary education ===
Education in Philadelphia is provided by many private and public institutions. The School District of Philadelphia is the local school district, operating public schools, in all of the city. The Philadelphia School District is the eighth-largest school district in the nation with 142,266 students in 218 traditional public schools and 86 charter schools as of 2014.The city's K-12 enrollment in district–run schools dropped from 156,211 students in 2010 to 130,104 students in 2015. During the same time period, the enrollment in charter schools increased from 33,995 students in 2010 to 62,358 students in 2015. This consistent drop in enrollment led the city to close 24 of its public schools in 2013. During the 2014 school year, the city spent an average of $12,570 per pupil, below the average among comparable urban school districts.Graduation rates among district-run schools, meanwhile, steadily increased in the ten years from 2005. In 2005, Philadelphia had a district graduation rate of 52%. This number increased to 65% in 2014, still below the national and state averages. Scores on the state's standardized test, the Pennsylvania System of School Assessment (PSSA) trended upward from 2005 to 2011 but subsequently decreased. In 2005, the district-run schools scored an average of 37.4% on math and 35.5% on reading. The city's schools reached their peak scores in 2011 with 59.0% on math and 52.3% on reading. In 2014, the scores dropped significantly to 45.2% on math and 42.0% on reading.Of the city's public high schools, including charter schools, only four performed above the national average on the SAT (1497 out of 2400) in 2014: Masterman, Central, Girard Academic Music Program, and MaST Community Charter School. All other district-run schools were below average.
=== Higher education ===
Medical and research facilities of the University of Pennsylvania School of Medicine and the Children's Hospital of Philadelphia. Philadelphia has the third-largest student concentration on the East Coast, with more than 120,000 college and university students enrolled within the city and nearly 300,000 in the metropolitan area. More than 80 colleges, universities, trade, and specialty schools are in the Philadelphia region. One of the founding members of the Association of American Universities is in the city, the University of Pennsylvania, an Ivy League institution with claims to be the First university in the United States.The city's largest university, as noted by number of students, is Temple University, followed by Drexel University. The city's nationally ranked research universities comprise the University of Pennsylvania, Temple University, Drexel University, and Thomas Jefferson University. Philadelphia is also home to five schools of medicine: Drexel University College of Medicine, Perelman School of Medicine at the University of Pennsylvania, Philadelphia College of Osteopathic Medicine, Temple University School of Medicine, and Thomas Jefferson University's Sidney Kimmel Medical College. Hospitals, universities, and higher education research institutions in Philadelphia's four congressional districts received more than $252 million in National Institutes of Health grants in 2015.Other institutions of higher learning within the city's borders include:
== Culture ==
Philadelphia is home to many national historical sites that relate to the founding of the United States. Independence National Historical Park is the center of these historical landmarks being one of the country's 22 UNESCO World Heritage Sites. Independence Hall, where the Declaration of Independence was signed, and the Liberty Bell are the city's most famous attractions. Other national historic sites include the homes of Edgar Allan Poe and Thaddeus Kosciuszko, early government buildings like the First and the Second Bank of the United States, Fort Mifflin, and the Gloria Dei (Old Swedes') Church. Philadelphia alone has 67 National Historic Landmarks, the third most of any city in the country.Philadelphia's major science museums include the Franklin Institute, which contains the Benjamin Franklin National Memorial; the Academy of Natural Sciences; the Mütter Museum; and the University of Pennsylvania Museum of Archaeology and Anthropology. History museums include the National Constitution Center, the Museum of the American Revolution, the Philadelphia History Museum, the National Museum of American Jewish History, the African American Museum in Philadelphia, the Historical Society of Pennsylvania, the Masonic Library and Museum of Pennsylvania in the Masonic Temple, and the Eastern State Penitentiary. Philadelphia is home to the United States's first zoo and hospital, as well as Fairmount Park, one of America's oldest and largest urban parks, founded in 1855.The city is home to important archival repositories, including the Library Company of Philadelphia, established in 1731 by Benjamin Franklin, and the Athenaeum of Philadelphia, founded in 1814. The Presbyterian Historical Society is the country's oldest denominational historical society, organized in 1852.
=== Arts ===
The city contains many art museums, such as the Pennsylvania Academy of the Fine Arts and the Rodin Museum, which holds the largest collection of work by Auguste Rodin outside France. The city's major art museum, the Philadelphia Museum of Art, is one of the largest art museums in the world. The long flight of steps to the Art Museum's main entrance became famous after the film Rocky (1976).Areas such as South Street and Old City have a vibrant night life. The Avenue of the Arts in Center City contains many restaurants and theaters, such as the Kimmel Center for the Performing Arts, home of the Philadelphia Orchestra, and the Academy of Music, home of Opera Philadelphia and the Pennsylvania Ballet. The Wilma Theatre and the Philadelphia Theatre Company at the Suzanne Roberts Theatre produce a variety of new plays. Several blocks to the east are the Lantern Theater Company at St. Stephens Episcopal Church; and the Walnut Street Theatre, a National Historic Landmark stated to be the oldest and most subscribed-to theatre in the English-speaking world, founded in 1809. In May 2019, the Walnut Street Theatre announced a major expansion to begin in 2020. New Freedom Theatre, which is Pennsylvania's oldest African-American theatre, sits on North Broad Street.
Philadelphia has more public art than any other American city. In 1872, the Association for Public Art (formerly the Fairmount Park Art Association) was created as the first private association in the United States dedicated to integrating public art and urban planning. In 1959, lobbying by the Artists Equity Association helped create the Percent for Art ordinance, the first for a U.S. city. The program, which has funded more than 200 pieces of public art, is administered by the Philadelphia Office of Arts and Culture, the city's art agency. The city also has more murals than any other American city, due to the 1984 creation of the Department of Recreation's Mural Arts Program, which seeks to beautify neighborhoods and provide an outlet for graffiti artists. The program has funded more than 2,800 murals by professional, staff and volunteer artists and educated more than 20,000 youth in underserved neighborhoods throughout Philadelphia.The city is home to a number of art organizations including the regional art advocacy nonprofit Philadelphia Tri-State Artists Equity, the Philadelphia Sketch Club, one of the country's oldest artists' clubs, and The Plastic Club, started by women excluded from the Sketch Club. Many Old City art galleries stay open late on the First Friday event of each month. Annual events include the Philadelphia Film Festival, held annually each October, the 6abc Dunkin' Donuts Thanksgiving Day Parade, the nation's longest-running continuously held Thanksgiving Day parade, and the Mummers Parade, the nation's longest continuously held folk parade, which is held every New Year's Day.
=== Music ===
The Philadelphia Orchestra is generally considered one of the top five orchestras in the United States. The orchestra performs at the Kimmel Center and has a summer concert series at the Mann Center for the Performing Arts. Opera Philadelphia performs at the nation's oldest continually operating opera house—the Academy of Music. The Philadelphia Boys Choir & Chorale has performed its music all over the world. The Philly Pops plays orchestral versions of popular jazz, swing, Broadway, and blues songs at the Kimmel Center and other venues within the mid-Atlantic region. The Curtis Institute of Music is one of the world's premier conservatories and among the most selective institutes of higher education in the nation.Philadelphia has played a prominent role in the music of the United States. The culture of American popular music has been influenced by significant contributions of Philadelphia area musicians and producers, in both the recording and broadcasting industries. In 1952, the teen dance party program called Bandstand premiered on local television, hosted by Bob Horn. The show was renamed American Bandstand in 1957, when it began national syndication on ABC, hosted by Dick Clark and produced in Philadelphia until 1964 when it moved to Los Angeles. Promoters marketed youthful musical artists known as teen idols to appeal to the young audience. Philadelphia-born singers such as Frankie Avalon, James Darren, Eddie Fisher, Fabian Forte, and Bobby Rydell, along with South Philly-raised Chubby Checker, topped the music charts, establishing a clean-cut rock and roll image.
Philly soul music of the late 1960s–1970s is a highly produced version of soul music which led to later forms of popular music such as disco and urban contemporary rhythm and blues. On July 13, 1985, John F. Kennedy Stadium was the American venue for the Live Aid concert. The city also hosted the Live 8 concert, which attracted about 700,000 people to the Benjamin Franklin Parkway on July 2, 2005.Notable rock and pop musicians from Philadelphia and its suburbs include Bill Haley & His Comets, Nazz, Todd Rundgren, Hall & Oates, the Hooters, Cinderella, DJ Jazzy Jeff & the Fresh Prince, Ween, Schoolly D, Pink, the Roots, Beanie Sigel, State Property, Lisa "Left Eye" Lopes, Meek Mill, Lil Uzi Vert, and others.
=== Cuisine ===
The city is known for its hoagies, stromboli, roast pork sandwich, scrapple, soft pretzels, water ice, Irish potato candy, tastykakes, and the cheesesteak sandwich which was developed by Italian immigrants. The Philadelphia area has many establishments that serve cheesesteaks, including restaurants, taverns, delicatessens and pizza parlors. The originator of the thinly-sliced steak sandwich in the 1930s, initially without cheese, is Pat's King of Steaks, which faces its rival Geno's Steaks, founded in 1966, across the intersection of 9th Street and Passyunk Avenue in the Italian Market of South Philadelphia.McGillin's Olde Ale House, opened in 1860 on Drury Street in Center City, is the oldest continuously operated tavern in the city. The City Tavern is a replica of a historic 18th-century building first opened in 1773, demolished in 1854 after a fire, and rebuilt in 1975 on the same site as part of Independence National Historical Park. The tavern offers authentic 18th-century recipes, served in seven period dining rooms, three wine cellar rooms and an outdoor garden.The Reading Terminal Market is a historic food market founded in 1893 in the Reading Terminal building, a designated National Historic Landmark. The enclosed market is one of the oldest and largest markets in the country, hosting over a hundred merchants offering Pennsylvania Dutch specialties, artisan cheese and meat, locally grown groceries, and specialty and ethnic foods.
=== Dialect ===
The traditional Philadelphia accent is considered by some linguists to be the most distinctive accent in North America. The Philadelphia dialect, which is spread throughout the Delaware Valley and South Jersey, is part of a larger Mid-Atlantic American English family, a designation that also includes the Baltimore dialect. Additionally, it shares many similarities with the New York accent. Owing to over a century of linguistic data collected by researchers at the University of Pennsylvania under sociolinguist William Labov, the Philadelphia dialect has been one of the best-studied forms of American English. The accent is especially found within the Irish American and Italian American working-class neighborhoods. Philadelphia also has its own unique collection of neologisms and slang terms.
== Sports ==
Philadelphia's first professional sports team was baseball's Athletics, organized in 1860. The Athletics were initially an amateur league team that turned professional in 1871, and then became a founding team of the current National League in 1876. The city is one of 13 U.S. cities to have teams in all four major league sports: the Philadelphia Phillies of Major League Baseball (MLB), the Philadelphia Eagles of the National Football League (NFL), the Philadelphia Flyers of the National Hockey League (NHL), and the Philadelphia 76ers of the National Basketball Association (NBA). The Phillies, formed in 1883 as the Quakers and renamed in 1884, are the oldest team continuously playing under the same name in the same city in the history of American professional sports.The Philadelphia metro area is also home to the Philadelphia Union of Major League Soccer (MLS). The Union began playing their home games in 2010 at PPL Park, a soccer-specific stadium in Chester, Pennsylvania. The stadium's name was changed to Talen Energy Stadium in 2016 and to Subaru Park in 2020.Philadelphia was the second of eight American cities to have won titles in all four major leagues (MLB, NFL, NHL and NBA), and also has a title in soccer from the now-defunct North American Soccer League in the 1970s. The city's professional teams and their fans endured 25 years without a championship, from the 76ers 1983 NBA Finals win until the Phillies 2008 World Series win. The lack of championships was sometimes attributed in jest to the Curse of Billy Penn after One Liberty Place became the first building to surpass the height of the William Penn statue on top of City Hall's tower in 1987. After nine years passed without another championship, the Eagles won their first Super Bowl following the 2017 season. In 2004, ESPN placed Philadelphia second on its list of The Fifteen Most Tortured Sports Cities. Fans of the Eagles and Phillies were singled out as the worst fans in the country by GQ magazine in 2011, which used the subtitle of "Meanest Fans in America" to summarize incidents of drunken behavior and a history of booing.Major professional sports teams that originated in Philadelphia but later moved to other cities include the Golden State Warriors basketball team, which played in Philadelphia from 1946 to 1962 and the Oakland Athletics baseball team, which was originally the Philadelphia Athletics and played in Philadelphia from 1901 to 1954.Philadelphia is home to professional, semi-professional, and elite amateur teams in cricket, rugby league (Philadelphia Fight), and rugby union. Major running events in the city include the Penn Relays (track and field), the Philadelphia Marathon, and the Broad Street Run. The Collegiate Rugby Championship is played every June at Talen Energy Stadium in Chester.Rowing has been popular in Philadelphia since the 18th century. Boathouse Row is a symbol of Philadelphia's rich rowing history, and each Big Five member has its own boathouse. Philadelphia hosts numerous local and collegiate rowing clubs and competitions, including the annual Dad Vail Regatta, which is the largest intercollegiate rowing event in North America with more than 100 U.S and Canadian colleges and universities participating; the annual Stotesbury Cup Regatta, which is billed as the world's oldest and largest rowing event for high school students; and the Head of the Schuylkill Regatta. The regattas are held on the Schuylkill River and organized by the Schuylkill Navy, an association of area rowing clubs that has produced numerous Olympic rowers.The Philadelphia Spinners were a professional ultimate team in Major League Ultimate (MLU) until 2016. The Spinners were one of the original eight teams of the American Ultimate Disc League (AUDL) that began in 2012. They played at Franklin Field and won the inaugural AUDL championship and the final MLU championship in 2016. The MLU was suspended indefinitely by its investors in December 2016. As of 2018, the Philadelphia Phoenix continue to play in the AUDL.Philadelphia is home to the Philadelphia Big 5, a group of five NCAA Division I college basketball programs. The Big 5 include La Salle, Penn, Saint Joseph's, Temple, and Villanova universities. The sixth NCAA Division I school in Philadelphia is Drexel University. Villanova won the 1985, 2016, and 2018 championship of the NCAA Division I men's basketball tournament. Philadelphia will be one of the eleven US host cities for the 2026 FIFA World Cup.
== Law and government ==
Philadelphia County is a legal nullity. All county functions were assumed by the city in 1952. The city has been coterminous with the county since 1854.Philadelphia's 1952 Home Rule Charter was written by the City Charter Commission, which was created by the Pennsylvania General Assembly in an act of April 21, 1949, and a city ordinance of June 15, 1949. The existing city council received a proposed draft on February 14, 1951, and the electors approved it in an election held April 17, 1951. The first elections under the new Home Rule Charter were held in November 1951, and the newly elected officials took office in January 1952.The city uses the strong-mayor version of the mayor–council form of government, which is led by one mayor in whom executive authority is vested. The mayor has the authority to appoint and dismiss members of all boards and commissions without the approval of the city council. Elected at-large, the mayor is limited to two consecutive four-year terms, but can run for the position again after an intervening term.
=== Courts ===
Philadelphia County is coterminous with the First Judicial District of Pennsylvania. The Philadelphia County Court of Common Pleas is the trial court of general jurisdiction for the city, hearing felony-level criminal cases and civil suits above the minimum jurisdictional limit of $10,000. The court also has appellate jurisdiction over rulings from the Municipal and Traffic Courts, and some administrative agencies and boards. The trial division has 70 commissioned judges elected by the voters, along with about one thousand other employees. The court also has a family division with 25 judges and an orphans' court with three judges.As of 2018, the city's District Attorney is Larry Krasner, a Democrat. The last Republican to hold the office is Ronald D. Castille, who left in 1991 and later served as the Chief Justice of the Pennsylvania Supreme Court from 2008 to 2014.The Philadelphia Municipal Court handles traffic cases, misdemeanor and felony criminal cases with maximum incarceration of five years, and civil cases involving $12,000 or less ($15,000 in real estate and school tax cases), and all landlord-tenant disputes. The municipal court has 27 judges elected by the voters.Pennsylvania's three appellate courts also have sittings in Philadelphia. The Supreme Court of Pennsylvania, the court of last resort in the state, regularly hears arguments in Philadelphia City Hall. The Superior Court of Pennsylvania and the Commonwealth Court of Pennsylvania also sit in Philadelphia several times a year. Judges for these courts are elected at large. The state Supreme Court and Superior Court have deputy prothonotary offices in Philadelphia.Additionally, Philadelphia is home to the federal United States District Court for the Eastern District of Pennsylvania and the Court of Appeals for the Third Circuit, both of which are housed in the James A. Byrne United States Courthouse.
=== Politics ===
The current mayor is Jim Kenney who won the election in November 2015. Kenney's predecessor was Michael Nutter who had served two terms from 2009 to January 2016. Kenney is a member of the Democratic Party as all Philadelphia mayors have been since 1952. Philadelphia City Council is the legislative branch which consists of ten council members representing individual districts and seven members elected at-large, all of whom are elected to four-year terms. Democrats are currently the majority and hold 14 seats including nine of the ten districts and five at-large seats. Republicans hold two seats: one at-large seat and the Northeast-based Tenth District. The Working Families Party holds one at-large seat. The current council president is Darrell L. Clarke.As of December 31, 2016, there were 1,102,620 registered voters in Philadelphia. Registered voters constitute 70.3% of the total population.
Democratic: 853,140 (77.4%)
Republican: 125,530 (11.4%)
Other parties and unaffiliated: 123,950 (11.2%)Philadelphia had historically been a bastion of the Republican Party from the American Civil War until the mid-1930s. The city hosted the first Republican National Convention in 1856. Democratic registrations increased after the Great Depression; however, the city was not carried by Democrat Franklin D. Roosevelt in his landslide victory of 1932 as Pennsylvania was one of only six states won by Republican Herbert Hoover. Voter turnout surged from 600,000 in 1932 to nearly 900,000 in 1936 and Roosevelt carried Philadelphia with over 60% of the vote. The city has voted Democratic in every presidential election since 1936. In 2008, Democrat Barack Obama drew 83% of the city's vote. Obama's win was even greater in 2012, capturing 85% of the vote. In 2016, Democrat Hillary Clinton won 82% of the vote.As a result of the previously declining population in the city and state, Philadelphia has only three congressional districts of the 18 districts in Pennsylvania, based on the 2010 census apportionment: the 2nd district, represented by Brendan Boyle; the 3rd, represented by Dwight Evans; and the 5th, represented by Mary Gay Scanlon. All three representatives are Democrats though Republicans still have some support in the city, primarily in the Northeast. Sam Katz ran competitive mayoral races as the Republican nominee in 1999 and 2003, losing to Democrat John Street both times.Pennsylvania's longest-serving Senator, Arlen Specter, was an alumnus of the University of Pennsylvania who opened his first law practice in Philadelphia. Specter served as a Republican from 1981 and as a Democrat from 2009, losing that party's primary in 2010 and leaving office in January 2011. He had also been assistant counsel on the Warren Commission in 1964 and the city's district attorney from 1966 to 1974.Philadelphia has hosted various national conventions, including in 1848 (Whig), 1856 (Republican), 1872 (Republican), 1900 (Republican), 1936 (Democratic), 1940 (Republican), 1948 (Republican), 1948 (Progressive), 2000 (Republican), and 2016 (Democratic). Philadelphia has been home to one vice president, George M. Dallas, and one general of the American Civil War, George B. McClellan, who won his party's nomination for president but lost in the general election to Abraham Lincoln in 1864. In May 2019, former U.S. Vice President Joe Biden chose Philadelphia to be his 2020 U.S. presidential campaign headquarters.
=== Environmental policy ===
"Green Cities, Clean Water" is an environmental policy initiative based in Philadelphia that has shown promising results in mitigating the effects of climate change. The researchers on the policy have stated that despite such promising plans of green infrastructure building, "the city is forecasted to grow warmer, wetter, and more urbanized over the century, runoff and local temperatures will increase on average throughout the city". Even though landcover predictive models on the effects of the policy initiative have indicated that green infrastructure could be useful at decreasing the amount of runoff in the city over time, the city government would have to expand its current plans and "consider the cobenefit of climate change adaptation when planning new projects'' in limiting the scope of city-wide temperature increase.
=== Public safety ===
==== Police and law enforcement ====
According to a 2015 report by the Pew Charitable Trusts, the police districts with the highest rates of violent crime were Frankford (15th district) and Kensington (24th district) in the Near Northeast, and districts to the North (22nd, 25th, and 35th districts), West (19th district) and Southwest (12th district) of Center City. Each of those seven districts recorded more than a thousand violent crimes in 2014. The lowest rates of violent crime occurred in Center City, South Philadelphia, the Far Northeast, and Roxborough districts, the latter of which includes Manayunk.Philadelphia had 500 (503 according to some sources) murders in 1990, a rate of 31.5 per 100,000. An average of about 400 murders occurred each year for most of the 1990s. The murder count dropped in 2002 to 288, then rose to 406 by 2006, before dropping slightly to 392 in 2007. A few years later, Philadelphia began to see a rapid decline in homicides and violent crime. In 2013, the city had 246 murders, which is a decrease of nearly 40% since 2006. In 2014, 248 homicides were committed. The homicide rate rose to 280 in 2015, then fell slightly to 277 in 2016, before rising again to 317 in 2017. Homicides increased dramatically in the late 2010s/early 2020s, reaching 499 homicides in 2020 and surpassing the 1990 "record" in 2021, with 501st murder on November 27 and 510 by the end of the month.In 2006, Philadelphia's homicide rate of 27.7 per 100,000 people was the highest of the country's 10 most populous cities. In 2012, Philadelphia had the fourth-highest homicide rate among the country's most populous cities. The rate dropped to 16 homicides per 100,000 residents by 2014 placing Philadelphia as the sixth-highest city in the country.The number of shootings in the city has declined significantly since the early years of the 21st century. Shooting incidents peaked at 1,857 in 2006 before declining nearly 44 percent to 1,047 shootings in 2014. Major crimes have decreased gradually since a peak in 2006 when 85,498 major crimes were reported. The number of reported major crimes fell 11 percent in three years to 68,815 occurrences in 2014. Violent crimes, which include homicide, rape, aggravated assault, and robbery, decreased 14 percent in three years to 15,771 occurrences in 2014.In 2014, Philadelphia enacted an ordinance decriminalizing the possession of less than 30 grams of marijuana or 8 grams of hashish; the ordinance gave police officers the discretion to treat possession of these amounts as a civil infraction punishable by a $25 ticket, rather than a crime. Philadelphia was at the time the largest city to decriminalize the possession of marijuana. From 2013 to 2018, marijuana arrests in the city dropped by more than 85%. The purchase or sale of marijuana remains a criminal offense in Philadelphia.
==== Firefighting ====
The Philadelphia Fire Department provides fire protection and emergency medical services (EMS). The department's official mission is to protect public safety by quick and professional response to emergencies and the promotion of sound emergency prevention measures. This mandate encompasses all traditional firefighting functions, including fire suppression, with 60 engine companies and 30 ladder companies as well as specialty and support units deployed throughout the city; specialized firefighting units for Philadelphia International Airport and the Port of Philadelphia; investigations conducted by the fire marshal's office to determine the origins of fires and develop preventive strategies; prevention programs to educate the public; and support services including research and planning, management of the fire communications center within the city's 911 system, and operation of the Philadelphia Fire Academy.
== Media ==
=== Newspapers ===
Philadelphia's two major daily newspapers are The Philadelphia Inquirer, first published in 1829—the third-oldest surviving daily newspaper in the country—and the Philadelphia Daily News, first published in 1925. The Daily News has been published as an edition of the Inquirer since 2009. Recent owners of the Inquirer and Daily News have included Knight Ridder, The McClatchy Company, and Philadelphia Media Holdings, with the latter organization declaring bankruptcy in 2010. After two years of financial struggle, the newspapers were sold to Interstate General Media in 2012. The two newspapers had a combined daily circulation of 306,831 and a Sunday circulation of 477,313 in 2013, the 18th-largest circulation in the country, and the website of the newspapers, Philly.com, was ranked 13th in popularity among online U.S. newspapers by Alexa Internet that same year.Smaller publications include the Philadelphia Tribune published five days each week for the African-American community; Philadelphia magazine, a monthly regional magazine; Philadelphia Weekly, a weekly alternative newspaper; Philadelphia Gay News, a weekly newspaper for the LGBT community; The Jewish Exponent, a weekly newspaper for the Jewish community; Al Día, a weekly newspaper for the Latino community; and Philadelphia Metro, a free daily newspaper.Student-run newspapers include the University of Pennsylvania's The Daily Pennsylvanian, Temple University's The Temple News, and Drexel University's The Triangle.
=== Radio ===
The first experimental radio license was issued in Philadelphia in August 1912 to St. Joseph's College. The first commercial AM radio stations began broadcasting in 1922: first WIP, then owned by Gimbels department store, followed by WFIL, then owned by Strawbridge & Clothier department store, and WOO, a defunct station owned by Wanamaker's department store, as well as WCAU and WDAS.As of 2018, the FCC lists 28 FM and 11 AM stations for Philadelphia. As of December 2017, the ten highest-rated stations in Philadelphia were adult contemporary WBEB-FM (101.1), sports talk WIP-FM (94.1), classic rock WMGK-FM (102.9), urban adult contemporary WDAS-FM (105.3), classic hits WOGL-FM (98.1), album-oriented rock WMMR-FM (93.3), country music WXTU-FM (92.5), all-news KYW-AM (1060), talk radio WHYY-FM (90.9), and urban adult contemporary WRNB-FM (100.3). Philadelphia is served by three non-commercial public radio stations: WHYY-FM (NPR), WRTI-FM (classical and jazz), and WXPN-FM (adult alternative music).
=== Television ===
In the 1930s, the experimental station W3XE, owned by Philco, became the first television station in Philadelphia. The station became NBC's first affiliate in 1939, and later became KYW-TV (currently a CBS affiliate). WCAU-TV, WFIL-TV, and WHYY-TV were all founded by the 1960s. In 1952, WFIL (renamed WPVI) premiered the television show Bandstand, which later became the nationally broadcast American Bandstand hosted by Dick Clark.Each commercial network has an affiliate in Philadelphia: KYW-TV 3 (CBS), WPVI-TV 6 (ABC), WCAU 10 (NBC), WPHL-TV 17 (The CW with MyNetworkTV on DT2), WFPA-CD 28 (UniMás), WTXF-TV 29 (Fox), WPSG 57 (Independent), WWSI 62 (Telemundo), and WUVP-DT 65 (Univision). The region is served also by public broadcasting stations WPPT-TV (Philadelphia), WHYY-TV (Wilmington, Delaware and Philadelphia), WLVT-TV (Lehigh Valley), and NJTV (New Jersey).Philadelphia has owned-and-operated stations for five major English-language broadcast networks: NBC – WCAU-TV, CBS – KYW-TV, ABC – WPVI-TV, Fox – WTXF-TV and The CW – WPHL-TV. The major Spanish-language networks are Univision – WUVP-DT, UniMás – WFPA-CD, and Telemundo – WWSI-TV.As of 2018, the city is the nation's fourth-largest consumer in media market, as ranked by the Nielsen Media Research firm, with nearly 2.9 million TV households.
==== Books ====
Since at least the 1700s, hundreds of books and articles have been written about Philadelphia's history, culture, sports teams, crime, politics, and other themes related to the city's past, present, and future.
== Infrastructure ==
=== Transportation ===
Philadelphia is served by SEPTA, which operates buses, trains, rapid transit (as both subways and elevated trains), trolleys, and trackless trolleys (electric buses) throughout Philadelphia, the four Pennsylvania suburban counties of Bucks, Chester, Delaware, and Montgomery, in addition to service to Mercer County, New Jersey (Trenton) and New Castle County, Delaware (Wilmington and Newark, Delaware). The city's subway system consists of two routes: the subway section of the Market–Frankford Line running east–west under Market Street which opened in 1905 to the west and 1908 to the east of City Hall, and the Broad Street Line running north–south beneath Broad Street which opened in stages from 1928 to 1938.Beginning in the 1980s, large sections of the SEPTA Regional Rail service to the far suburbs of Philadelphia were discontinued due to a lack of funding for equipment and infrastructure maintenance.Philadelphia's 30th Street Station is a major railroad station on Amtrak's Northeast Corridor with 4.4 million passengers in 2017 making it the third-busiest station in the country after New York City's Pennsylvania Station and Washington's Union Station. 30th Street Station offers access to Amtrak, SEPTA, and NJ Transit lines. Over 12 million SEPTA and NJ Transit rail commuters use the station each year, and more than 100,000 people on an average weekday.The PATCO Speedline provides rapid transit service to Camden, Collingswood, Westmont, Haddonfield, Woodcrest (Cherry Hill), Ashland (Voorhees), and Lindenwold, New Jersey, from stations on Locust Street between 16th and 15th, 13th and 12th, and 10th and 9th Streets, and on Market Street at 8th Street.
==== Airports ====
Two airports serve Philadelphia: the Philadelphia International Airport (PHL) is 7 mi (11 km) south-southwest of Center City on the boundary with Delaware County, providing scheduled domestic and international air service, while Northeast Philadelphia Airport (PNE) is a general aviation relief airport in Northeast Philadelphia serving general and corporate aviation. Philadelphia International Airport is among the busiest airports in the world measured by traffic movements (i.e., takeoffs and landings). More than 30 million passengers pass through the airport annually on 25 airlines, including all major domestic carriers. The airport has nearly 500 daily departures to more than 120 destinations worldwide. SEPTA's Airport Regional Rail Line provides direct service between Center City railroad stations and Philadelphia International Airport.
==== Roads ====
William Penn planned Philadelphia with numbered streets traversing north and south, and streets named for trees, such as Chestnut, Walnut, and Mulberry (since renamed Arch Street), traversing east and west. The two main streets were named Broad Street (the north–south artery, since designated Pennsylvania Route 611) and High Street (the east–west artery, since renamed Market Street) converging at Centre Square which later became the site of City Hall.Interstate 95 (the Delaware Expressway) traverses the southern and eastern edges of the city along the Delaware River as the main north–south controlled-access highway, connecting Philadelphia with Newark, New Jersey and New York City to the north and with Baltimore and Washington, D.C. southward. The city is also served by Interstate 76 (the Schuylkill Expressway), which runs along the Schuylkill River, intersecting the Pennsylvania Turnpike at King of Prussia and providing access to Harrisburg and points west. Interstate 676 (the Vine Street Expressway) links I-95 and I-76 through Center City by running below street level between the eastbound and westbound lanes of Vine Street. Entrance and exit ramps for the Benjamin Franklin Bridge are near the eastern end of the expressway, just west of the I-95 interchange.The Roosevelt Boulevard and Expressway (U.S. 1) connect Northeast Philadelphia with Center City via I-76 through Fairmount Park. Woodhaven Road (Route 63) and Cottman Avenue (Route 73) serve the neighborhoods of Northeast Philadelphia, running between I-95 and the Roosevelt Boulevard. The Fort Washington Expressway (Route 309) extends north from the city's northern border, serving Montgomery County and Bucks County. U.S. Route 30 (Lancaster Avenue) extends westward from West Philadelphia to Lancaster.Interstate 476 (locally referred to as the Blue Route) traverses Delaware County, bypassing the city to the west and serving the city's western suburbs, as well as providing a direct route to Allentown and points north, including the Poconos. Interstate 276 (the Pennsylvania Turnpike's Delaware River extension) acts as a bypass and commuter route to the north of the city as well as a link to the New Jersey Turnpike and New York City.The Delaware River Port Authority operates four bridges in the Philadelphia area across the Delaware River to New Jersey: the Walt Whitman Bridge (I-76), the Benjamin Franklin Bridge (I-676 and U.S. 30), the Betsy Ross Bridge (New Jersey Route 90), and the Commodore Barry Bridge (U.S. 322 in Delaware County, south of the city). The Burlington County Bridge Commission maintains two bridges across the Delaware River: the Tacony–Palmyra Bridge which connects PA Route 73 in the Tacony section of Northeast Philadelphia with New Jersey Route 73 in Palmyra, Burlington County, and the Burlington–Bristol Bridge which connects NJ Route 413/U.S. Route 130 in Burlington, New Jersey with PA Route 413/U.S. 13 in Bristol Township, north of Philadelphia.
==== Bus service ====
The Greyhound terminal is at 1001 Filbert Street (at 10th Street) in Center City, southeast of the Pennsylvania Convention Center and south of Chinatown. Several other bus operators provide service at the Greyhound terminal including Fullington Trailways, Martz Trailways, Peter Pan Bus Lines, and NJ Transit buses.Other intercity bus services include Megabus with stops at 30th Street Station and the visitor center for Independence Hall, BoltBus (operated by Greyhound) at 30th Street Station, OurBus at various stops in the city.
==== Rail ====
Since the early days of rail transportation in the United States, Philadelphia has served as a hub for several major rail companies, particularly the Pennsylvania Railroad and the Reading Railroad. The Pennsylvania Railroad first operated Broad Street Station, then 30th Street Station and Suburban Station, and the Reading Railroad operated Reading Terminal, now part of the Pennsylvania Convention Center. The two companies also operated competing commuter rail systems in the area. The two systems now operate as a single system under the control of SEPTA, the regional transit authority. Additionally, the PATCO Speedline subway system and NJ Transit's Atlantic City Line operate successor services to southern New Jersey.In 1911, Philadelphia had nearly 4,000 electric trolleys running on 86 lines. In 2005, SEPTA reintroduced trolley service to the Girard Avenue Line, Route 15. SEPTA operates six subway-surface trolleys that run on street-level tracks in West Philadelphia and subway tunnels in Center City, along with two surface trolleys in adjacent suburbs.Philadelphia is a regional hub of the federally-owned Amtrak system, with 30th Street Station being a primary stop on the Washington-Boston Northeast Corridor and the Keystone Corridor to Harrisburg and Pittsburgh. 30th Street also serves as a major station for services via the Pennsylvania Railroad's former Pennsylvania Main Line to Chicago. As of 2018, 30th Street is Amtrak's third-busiest station in the country, after New York City and Washington.
==== Walk Score ranks ====
A 2017 study by Walk Score ranked Philadelphia the fifth-most walkable major city in the United States with a score of 79 out of 100, in the middle of the "very walkable" range. The city was just edged out by fourth place Miami (79.2), with the top three cities being New York, San Francisco, and Boston. Philadelphia placed fifth in the public transit friendly category, behind Washington, D.C., with the same three cities for walkability topping this category. The city ranked tenth in the bike friendly cities category, with the top three cities being Minneapolis, San Francisco and Portland.USA Today readers voted the Schuylkill River Trail the best urban trail in the nation in 2015.
=== Utilities ===
==== Water purity and availability ====
In 1815, Philadelphia began sourcing its water via the Fairmount Water Works on the Schuylkill River, the nation's first major urban water supply system. In 1909, the Water Works was decommissioned as the city transitioned to modern sand filtration methods. Today, the Philadelphia Water Department (PWD) provides drinking water, wastewater collection, and stormwater services for Philadelphia, as well as surrounding counties. PWD draws about 57 percent of its drinking water from the Delaware River and the balance from the Schuylkill River. The city has two filtration plants on the Schuylkill River and one on the Delaware River. The three plants can treat up to 546 million gallons of water per day, while the total storage capacity of the combined plant and distribution system exceeds one billion gallons. The wastewater system consists of three water pollution control plants, 21 pumping stations, and about 3,657 miles (5,885 km) of sewers.
==== Electricity ====
Exelon subsidiary PECO Energy Company, founded as the Brush Electric Light Company of Philadelphia in 1881 and renamed Philadelphia Electric Company (PECO) in 1902, provides electricity to about 1.6 million customers and more than 500,000 natural gas customers in the southeastern Pennsylvania area including the city of Philadelphia and most of its suburbs. PECO is the largest electric and natural gas utility in the state with 472 power substations and nearly 23,000 miles (37,000 km) of electric transmission and distribution lines, along with 12,000 miles (19,000 km) of natural gas transmission, distribution & service lines.
==== Natural gas ====
Philadelphia Gas Works (PGW), overseen by the Pennsylvania Public Utility Commission, is the nation's largest municipally-owned natural gas utility. PGW serves over 500,000 homes and businesses in the Philadelphia area. Founded in 1836, the company came under city ownership in 1987 and has been providing the majority of gas distributed within city limits. In 2014, the City Council refused to conduct hearings on a $1.86 billion sale of PGW, part of a two-year effort that was proposed by the mayor. The refusal led to the prospective buyer terminating its offer.
==== Telecommunications ====
Southeastern Pennsylvania was assigned the 215 area code in 1947 when the North American Numbering Plan of the Bell System went into effect. The geographic area covered by the code was split nearly in half in 1994 when area code 610 was created, with the city and its northern suburbs retaining 215. Overlay area code 267 was added to the 215 service area in 1997, and 484 was added to the 610 area in 1999. A plan in 2001 to introduce a third overlay code to both service areas, area code 445 to 215 and area code 835 to 610, was delayed and later rescinded. Area code 445 was implemented as an overlay for area codes 215 and 267 starting on February 3, 2018.
== Notable people ==
== Sister cities ==
Philadelphia also has three partnership cities or regions:
Philadelphia has eight official sister cities as designated by the Citizen Diplomacy International of Philadelphia: Philadelphia has dedicated landmarks to its sister cities. The Sister Cities Park, a site of 0.5 acres (2,400 sq yd) at 18th and Benjamin Franklin Parkway within Logan Square, was dedicated in June 1976. The park was built to commemorate Philadelphia's first two sister city relationships, with Tel Aviv and Florence. The Toruń Triangle, honoring the sister city relationship with Toruń, Poland, was constructed in 1976, west of the United Way building at 18th Street and the Benjamin Franklin Parkway. Sister Cities Park was redesigned and reopened in 2012, featuring an interactive fountain honoring Philadelphia's sister and partnership cities, a café and visitor's center, children's play area, outdoor garden, and boat pond, as well as a pavilion built to environmentally friendly standards.The Chinatown Gate, erected in 1984 and crafted by artisans of Tianjin, stands astride 10th Street, on the north side of its intersection with Arch Street, as a symbol of the sister city relationship. The CDI of Philadelphia has participated in the U.S. Department of State's "Partners for Peace" project with Mosul, Iraq, as well as accepting visiting delegations from dozens of other countries.
== See also ==
List of Pennsylvania state historical markers in Philadelphia County
Metropolitan areas in the Americas
National Register of Historic Places listings in Philadelphia
USS Philadelphia, 6 ships
Alaşehir, ancient Philadelphia in Turkey
== Notes ==
== References ==
== Further reading ==
Holli, Melvin G., and Jones, Peter d'A., eds. Biographical Dictionary of American Mayors, 1820-1980 (Greenwood Press, 1981) short scholarly biographies each of the city's mayors 1820 to 1980. online; see index at p. 410 for list.
== External links ==
Official website of the City of Philadelphia government
Encyclopedia of Greater Philadelphia – historical encyclopedia
Historic Philadelphia, over 2 million photographs dating back to the late 1800s
Greater Philadelphia GeoHistory Network, historical maps and atlases
Daly, John; Weinberg, Allen (October 1966). Genealogy of Philadelphia County Subdivisions, 1687–1960 (Second ed.). Philadelphia Dept. of Records.
philly.com, The Philadelphia Inquirer and Daily News
Official website of Discover Philadelphia
Official website of Pennsylvania Convention Center
"10 Towns that Changed America", a WTTW segment on Philadelphia (at 7:23–12:00 in 56-minute video)
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Singing
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Singing is the act of creating musical sounds with the voice. A person whose profession is singing is called a singer, artist or vocalist (in jazz and/or popular music). Singers perform music (arias, recitatives, songs, etc.) that can be sung with or without accompaniment by musical instruments. Singing is often done in an ensemble of musicians, such as a choir. Singers may perform as soloists or accompanied by anything from a single instrument (as in art songs or some jazz styles) up to a symphony orchestra or big band. Different singing styles include art music such as opera and Chinese opera, Indian music, Greek music, Japanese music, and religious music styles such as gospel, traditional music styles, world music, jazz, blues, ghazal, and popular music styles such as pop, rock, and electronic dance music.
Singing can be formal or informal, arranged, or improvised. It may be done as a form of religious devotion, as a hobby, as a source of pleasure, comfort, or ritual as part of music education or as a profession. Excellence in singing requires time, dedication, instruction, and regular practice. If practice is done regularly then the sounds can become clearer and stronger. Professional singers usually build their careers around one specific musical genre, such as classical or rock, although there are singers with crossover success (singing in more than one genre). Professional singers usually take voice training provided by voice teachers or vocal coaches throughout their careers
== Voices ==
In its physical aspect, singing has a well-defined technique that depends on the use of the lungs, which act as an air supply or bellows; on the larynx, which acts as a reed or vibrator; on the chest, head cavities and the skeleton, which have the function of an amplifier, as the tube in a wind instrument; and on the tongue, which together with the palate, teeth, and lips articulate and impose consonants and vowels on the amplified sound. Though these four mechanisms function independently, they are nevertheless coordinated in the establishment of a vocal technique and are made to interact upon one another. During passive breathing, air is inhaled with the diaphragm while exhalation occurs without any effort. Exhalation may be aided by the abdominal, internal intercostal and lower pelvis/pelvic muscles. Inhalation is aided by use of external intercostals, scalenes, and sternocleidomastoid muscles. The pitch is altered with the vocal cords. With the lips closed, this is called humming.
The sound of each individual's singing voice is entirely unique not only because of the actual shape and size of an individual's vocal cords, but also due to the size and shape of the rest of that person's body. Humans have vocal folds which can loosen, tighten, or change their thickness, and over which breath can be transferred at varying pressures. The shape of the chest and neck, the position of the tongue, and the tightness of otherwise unrelated muscles can be altered. Any one of these actions results in a change in pitch, volume (loudness), timbre, or tone of the sound produced. Sound also resonates within different parts of the body and an individual's size and bone structure can affect the sound produced by an individual.
Singers can also learn to project sound in certain ways so that it resonates better within their vocal tract. This is known as vocal resonation. Another major influence on vocal sound and production is the function of the larynx which people can manipulate in different ways to produce different sounds. These different kinds of laryngeal function are described as different kinds of vocal registers. The primary method for singers to accomplish this is through the use of the Singer's Formant; which has been shown to match particularly well to the most sensitive part of the ear's frequency range.It has also been shown that a more powerful voice may be achieved with a fatter and fluid-like vocal fold mucosa. The more pliable the mucosa, the more efficient the transfer of energy from the airflow to the vocal folds.
=== Vocal classification ===
In European classical music and opera, voices are treated like musical instruments. Composers who write vocal music must have an understanding of the skills, talents, and vocal properties of singers. Voice classification is the process by which human singing voices are evaluated and are thereby designated into voice types. These qualities include but are not limited to vocal range, vocal weight, vocal tessitura, vocal timbre, and vocal transition points such as breaks and lifts within the voice. Other considerations are physical characteristics, speech level, scientific testing, and vocal registration. The science behind voice classification developed within European classical music has been slow in adapting to more modern forms of singing. Voice classification is often used within opera to associate possible roles with potential voices. There are currently several different systems in use within classical music including the German Fach system and the choral music system among many others. No system is universally applied or accepted.However, most classical music systems acknowledge seven different major voice categories. Women are typically divided into three groups: soprano, mezzo-soprano, and contralto. Men are usually divided into four groups: countertenor, tenor, baritone, and bass. With regard to voices of pre-pubescent children, an eighth term, treble, can be applied. Within each of these major categories, several sub-categories identify specific vocal qualities like coloratura facility and vocal weight to differentiate between voices.Within choral music, singers' voices are divided solely on the basis of vocal range. Choral music most commonly divides vocal parts into high and low voices within each sex (SATB, or soprano, alto, tenor, and bass/). As a result, the typical choral situation gives many opportunities for misclassification to occur. Since most people have medium voices, they must be assigned to a part that is either too high or too low for them; the mezzo-soprano must sing soprano or alto and the baritone must sing tenor or bass. Either option can present problems for the singer, but for most singers, there are fewer dangers in singing too low than in singing too high.Within contemporary forms of music (sometimes referred to as contemporary commercial music), singers are classified by the style of music they sing, such as jazz, pop, blues, soul, country, folk, and rock styles. There is currently no authoritative voice classification system within non-classical music. Attempts have been made to adopt classical voice type terms to other forms of singing but such attempts have been met with controversy. The development of voice categorizations were made with the understanding that the singer would be using classical vocal technique within a specified range using unamplified (no microphones) vocal production. Since contemporary musicians use different vocal techniques and microphones and are not forced to fit into a specific vocal role, applying such terms as soprano, tenor, baritone, etc. can be misleading or even inaccurate.
=== Vocal registration ===
Vocal registration refers to the system of vocal registers within the voice. A register in the voice is a particular series of tones, produced in the same vibratory pattern of the vocal folds, and possessing the same quality. Registers originate in laryngeal function. They occur because the vocal folds are capable of producing several different vibratory patterns. Each of these vibratory patterns appears within a particular range of pitches and produces certain characteristic sounds. The occurrence of registers has also been attributed to the effects of the acoustic interaction between the vocal fold oscillation and the vocal tract. The term "register" can be somewhat confusing as it encompasses several aspects of the voice. The term register can be used to refer to any of the following:
A particular part of the vocal range such as the upper, middle, or lower registers.
A resonance area such as chest voice or head voice.
A phonatory process (phonation is the process of producing vocal sound by the vibration of the vocal folds that is in turn modified by the resonance of the vocal tract)
A certain vocal timbre or vocal "color"
A region of the voice which is defined or delimited by vocal breaks.In linguistics, a register language is a language which combines tone and vowel phonation into a single phonological system. Within speech pathology, the term vocal register has three constituent elements: a certain vibratory pattern of the vocal folds, a certain series of pitches, and a certain type of sound. Speech pathologists identify four vocal registers based on the physiology of laryngeal function: the vocal fry register, the modal register, the falsetto register, and the whistle register. This view is also adopted by many vocal pedagogues.
=== Vocal resonation ===
Vocal resonation is the process by which the basic product of phonation is enhanced in timbre and/or intensity by the air-filled cavities through which it passes on its way to the outside air. Various terms related to the resonation process include amplification, enrichment, enlargement, improvement, intensification, and prolongation, although in strictly scientific usage acoustic authorities would question most of them. The main point to be drawn from these terms by a singer or speaker is that the result of resonation is, or should be, to make a better sound. There are seven areas that may be listed as possible vocal resonators. In sequence from the lowest within the body to the highest, these areas are the chest, the tracheal tree, the larynx itself, the pharynx, the oral cavity, the nasal cavity, and the sinuses.
=== Chest voice and head voice ===
Chest voice and head voice are terms used within vocal music. The use of these terms varies widely within vocal pedagogical circles and there is currently no one consistent opinion among vocal music professionals in regards to these terms. Chest voice can be used in relation to a particular part of the vocal range or type of vocal register; a vocal resonance area; or a specific vocal timbre. Head voice can be used in relation to a particular part of the vocal range or type of vocal register or a vocal resonance area. In Men, the head voice is commonly referred to as the falsetto. The transition from and combination of chest voice and head voice is referred to as vocal mix or vocal mixing in the singer's performance. Vocal mixing can be inflected in specific modalities of artists who may concentrate on smooth transitions between chest voice and head voice, and those who may use a "flip" to describe the sudden transition from chest voice to head voice for artistic reasons and enhancement of vocal performances.
==== History and development ====
The first recorded mention of the terms chest voice and head voice was around the 13th century when it was distinguished from the "throat voice" (pectoris, guttoris, capitis—at this time it is likely that head voice referred to the falsetto register) by the writers Johannes de Garlandia and Jerome of Moravia. The terms were later adopted within bel canto, the Italian opera singing method, where chest voice was identified as the lowest and head voice the highest of three vocal registers: the chest, passagio, and head registers. This approach is still taught by some vocal pedagogists today. Another current popular approach that is based on the bel canto model is to divide both men and women's voices into three registers. Men's voices are divided into "chest register", "head register", and "falsetto register" and woman's voices into "chest register", "middle register", and "head register". Such pedagogists teach that the head register is a vocal technique used in singing to describe the resonance felt in the singer's head.However, as knowledge of physiology has increased over the past two hundred years, so has the understanding of the physical process of singing and vocal production. As a result, many vocal pedagogists, such as Ralph Appelman at Indiana University and William Vennard at the University of Southern California, have redefined or even abandoned the use of the terms chest voice and head voice. In particular, the use of the terms chest register and head register have become controversial since vocal registration is more commonly seen today as a product of laryngeal function that is unrelated to the physiology of the chest, lungs, and head. For this reason, many vocal pedagogists argue that it is meaningless to speak of registers being produced in the chest or head. They argue that the vibratory sensations which are felt in these areas are resonance phenomena and should be described in terms related to vocal resonance, not to registers. These vocal pedagogists prefer the terms chest voice and head voice over the term register. This view believes that the problems which people identify as register problems are really problems of resonance adjustment. This view is also in alignment with the views of other academic fields that study vocal registration including speech pathology, phonetics, and linguistics. Although both methods are still in use, current vocal pedagogical practice tends to adopt the newer more scientific view. Also, some vocal pedagogists take ideas from both viewpoints.The contemporary use of the term chest voice often refers to a specific kind of vocal coloration or vocal timbre. In classical singing, its use is limited entirely to the lower part of the modal register or normal voice. Within other forms of singing, chest voice is often applied throughout the modal register. Chest timbre can add a wonderful array of sounds to a singer's vocal interpretive palette.
However, the use of an overly strong chest voice in the higher registers in an attempt to hit higher notes in the chest can lead to forcing. Forcing can lead consequently to vocal deterioration.
=== Vocal registers: General discussion of transitions ===
Passaggio (Italian pronunciation: [pasˈsaddʒo]) is a term used in classical singing to describe the transition area between the vocal registers. The passaggi (plural) of the voice lie between the different vocal registers, such as the chest voice, where any singer can produce a powerful sound, the middle voice, and the head voice, where a penetrating sound is accessible, but usually only through vocal training. The historic Italian school of singing describes a primo passaggio and a secondo passaggio connected through a zona di passaggio in the male voice and a primo passaggio and secondo passaggio in the female voice. A major goal of classical voice training in classical styles is to maintain an even timbre throughout the passaggio. Through proper training, it is possible to produce a resonant and powerful sound.
=== Vocal registers and transitions ===
One cannot adequately discuss the vocal passaggio without having a basic understanding of the different vocal registers. In his book The Principles of Voice Production, Ingo Titze states, "The term register has been used to describe perceptually distinct regions of vocal quality that can be maintained over some ranges of pitch and loudness." Discrepancies in terminology exist between different fields of vocal study, such as teachers and singers, researchers, and clinicians. As Marilee David points out, "Voice scientists see registration primarily as acoustic events." For singers, it is more common to explain registration events based on the physical sensations they feel when singing. Titze also explains that there are discrepancies in the terminology used to talk about vocal registration between speech pathologists and singing teachers. Since this article discusses the passaggio, which is a term used by classical singers, the registers will be discussed as they are in the field of singing rather than speech pathology and science.
The three main registers, described as head, middle (mixed), and chest voice, are described as having a rich timbre, because of the overtones due to the sympathetic resonance within the human body. Their names are derived from the area in which the singer feels these resonant vibration in the body. The chest register, more commonly referred to as the chest voice, is the lowest of the registers. When singing in the chest voice the singer feels sympathetic vibration in the chest. This is the register that people most commonly use while speaking. The middle voice falls in between the chest voice and head voice. The head register, or the head voice, is the highest of the main vocal registers. When singing in the head voice, the singer may feel sympathetic vibration occurring in the face or another part of the head. Where these registers lie in the voice is dependent on sex and the voice type within each sex.There are an additional two registers called falsetto and flageolet register, which lie above their head register. Training is often required to access the pitches within these registers. Men and women with lower voices rarely sing in these registers. Lower-voiced women in particular receive very little if any training in the flageolet register. Men have one more additional register called the strohbass, which lies below the chest voice. Singing in this register is hard on the vocal cords, and therefore, is hardly ever used.
== Vocal pedagogy ==
Vocal pedagogy is the study of the teaching of singing. The art and science of vocal pedagogy has a long history that began in Ancient Greece and continues to develop and change today. Professions that practice the art and science of vocal pedagogy include vocal coaches, choral directors, vocal music educators, opera directors, and other teachers of singing.
Vocal pedagogy concepts are a part of developing proper vocal technique. Typical areas of study include the following:
Anatomy and physiology as it relates to the physical process of singing
Vocal health and voice disorders related to singing
Breathing and air support for singing
Phonation
Vocal resonation or Voice projection
Vocal registration: a particular series of tones, produced in the same vibratory pattern of the vocal folds, and possessing the same quality, which originate in laryngeal function, because each of these vibratory patterns appears within a particular range of pitches and produces certain characteristic sounds.
Voice classification
Vocal styles: for classical singers, this includes styles ranging from Lieder to opera; for pop singers, styles can include "belted out" a blues ballads; for jazz singers, styles can include Swing ballads and scatting.
Techniques used in styles such as sostenuto and legato, range extension, tone quality, vibrato, and coloratura
=== Vocal technique ===
Singing when done with proper vocal technique is an integrated and coordinated act that effectively coordinates the physical processes of singing. There are four physical processes involved in producing vocal sound: respiration, phonation, resonation, and articulation. These processes occur in the following sequence:
Breath is taken
Sound is initiated in the larynx
The vocal resonators receive the sound and influence it
The articulators shape the sound into recognizable unitsAlthough these four processes are often considered separately when studied, in actual practice, they merge into one coordinated function. With an effective singer or speaker, one should rarely be reminded of the process involved as their mind and body are so coordinated that one only perceives the resulting unified function. Many vocal problems result from a lack of coordination within this process.Since singing is a coordinated act, it is difficult to discuss any of the individual technical areas and processes without relating them to others. For example, phonation only comes into perspective when it is connected with respiration; the articulators affect resonance; the resonators affect the vocal folds; the vocal folds affect breath control; and so forth. Vocal problems are often a result of a breakdown in one part of this coordinated process which causes voice teachers to frequently focus intensively on one area of the process with their student until that issue is resolved. However, some areas of the art of singing are so much the result of coordinated functions that it is hard to discuss them under a traditional heading like phonation, resonation, articulation, or respiration.
Once the voice student has become aware of the physical processes that make up the act of singing and of how those processes function, the student begins the task of trying to coordinate them. Inevitably, students and teachers will become more concerned with one area of the technique than another. The various processes may progress at different rates, with a resulting imbalance or lack of coordination. The areas of vocal technique which seem to depend most strongly on the student's ability to coordinate various functions are:
Extending the vocal range to its maximum potential
Developing consistent vocal production with a consistent tone quality
Developing flexibility and agility
Achieving a balanced vibrato
A blend of chest and head voice on every note of the range
==== Developing the singing voice ====
Singing is a skill that requires highly developed muscle reflexes. Singing does not require much muscle strength but it does require a high degree of muscle coordination. Individuals can develop their voices further through the careful and systematic practice of both songs and vocal exercises. Vocal exercises have several purposes, including warming up the voice; extending the vocal range; "lining up" the voice horizontally and vertically; and acquiring vocal techniques such as legato, staccato, control of dynamics, rapid figurations, learning to sing wide intervals comfortably, singing trills, singing melismas and correcting vocal faults.
Vocal pedagogists instruct their students to exercise their voices in an intelligent manner. Singers should be thinking constantly about the kind of sound they are making and the kind of sensations they are feeling while they are singing.Learning to sing is an activity that benefits from the involvement of an instructor. A singer does not hear the same sounds inside his or her head that others hear outside. Therefore, having a guide who can tell a student what kinds of sounds he or she is producing guides a singer to understand which of the internal sounds correspond to the desired sounds required by the style of singing the student aims to re-create.
=== Extending vocal range ===
An important goal of vocal development is to learn to sing to the natural limits of one's vocal range without any obvious or distracting changes of quality or technique. Vocal pedagogists teach that a singer can only achieve this goal when all of the physical processes involved in singing (such as laryngeal action, breath support, resonance adjustment, and articulatory movement) are effectively working together. Most vocal pedagogists believe in coordinating these processes by (1) establishing good vocal habits in the most comfortable tessitura of the voice, and then (2) slowly expanding the range.There are three factors that significantly affect the ability to sing higher or lower:
The energy factor – "energy" has several connotations. It refers to the total response of the body to the making of sound; to a dynamic relationship between the breathing-in muscles and the breathing-out muscles known as the breath support mechanism; to the amount of breath pressure delivered to the vocal folds and their resistance to that pressure; and to the dynamic level of the sound.
The space factor – "space" refers to the size of the inside of the mouth and the position of the palate and larynx. Generally speaking, a singer's mouth should be opened wider the higher he or she sings. The internal space or position of the soft palate and larynx can be widened by relaxing the throat. Vocal pedagogists describe this as feeling like the "beginning of a yawn".
The depth factor – "depth" has two connotations. It refers to the actual physical sensations of depth in the body and vocal mechanism, and to mental concepts of depth that are related to tone quality.McKinney says, "These three factors can be expressed in three basic rules: (1) As you sing higher, you must use more energy; as you sing lower, you must use less. (2) As you sing higher, you must use more space; as you sing lower, you must use less. (3) As you sing higher, you must use more depth; as you sing lower, you must use less."
=== Posture ===
The singing process functions best when certain physical conditions of the body are put in place. The ability to move air in and out of the body freely and to obtain the needed quantity of air can be seriously affected by the posture of the various parts of the breathing mechanism. A sunken chest position will limit the capacity of the lungs, and a tense abdominal wall will inhibit the downward travel of the diaphragm. Good posture allows the breathing mechanism to fulfill its basic function efficiently without any undue expenditure of energy. Good posture also makes it easier to initiate phonation and to tune the resonators as proper alignment prevents unnecessary tension in the body. Vocal pedagogists have also noted that when singers assume good posture it often provides them with a greater sense of self-assurance and poise while performing. Audiences also tend to respond better to singers with good posture. Habitual good posture also ultimately improves the overall health of the body by enabling better blood circulation and preventing fatigue and stress on the body.There are eight components of the ideal singing posture:
Feet slightly apart
Legs straight but knees slightly bent
Hips facing straight forward
Spine aligned
Abdomen flat
Chest comfortably forward
Shoulders down and back
Head facing straight forward
=== Breathing and breath support ===
Natural breathing has three stages: a breathing-in period, breathing out period, and a resting or recovery period; these stages are not usually consciously controlled. Within singing, there are four stages of breathing: a breathing-in period (inhalation); a setting up controls period (suspension); a controlled exhalation period (phonation); and a recovery period.
These stages must be under conscious control by the singer until they become conditioned reflexes. Many singers abandon conscious controls before their reflexes are fully conditioned which ultimately leads to chronic vocal problems.
=== Vibrato ===
Vibrato is a technique in which a sustained note wavers very quickly and consistently between a higher and a lower pitch, giving the note a slight quaver. Vibrato is the pulse or wave in a sustained tone. Vibrato occurs naturally and is the result of proper breath support and a relaxed vocal apparatus. Some studies have shown that vibrato is the result of a neuromuscular tremor in the vocal folds. In 1922 Max Schoen was the first to make the comparison of vibrato to a tremor due to change in amplitude, lack of automatic control and it being half the rate of normal muscular discharge. Some singers use vibrato as a means of expression. Many successful artists can sing a deep, rich vibrato.
=== Extended vocal technique ===
Extended vocal techniques include rapping, screaming, growling, overtones, sliding, falsetto, yodeling, belting, use of vocal fry register, using sound reinforcement systems, among others. A sound reinforcement system is the combination of microphones, signal processors, amplifiers, and loudspeakers. The combination of such units may also use reverb, echo chambers and Auto-Tune among other devices.
== Vocal music ==
Vocal music is music performed by one or more singers, which are typically called songs, and which may be performed with or without instrumental accompaniment, in which singing provides the main focus of the piece. Vocal music is probably the oldest form of music since it does not require any instrument or equipment besides the voice. All musical cultures have some form of vocal music and there are many long-standing singing traditions throughout the world's cultures. Music which employs singing but does not feature it prominently is generally considered instrumental music. For example, some blues rock songs may have a short, simple call-and-response chorus, but the emphasis in the song is on the instrumental melodies and improvisation. Vocal music typically features sung words called lyrics, although there are notable examples of vocal music that are performed using non-linguistic syllables or noises, sometimes as musical onomatopoeia. A short piece of vocal music with lyrics is broadly termed a song, although, in classical music, terms such as aria are typically used.
=== Genres of vocal music ===
Vocal music is written in many different forms and styles which are often labeled within a particular genre of music. These genres include popular music, art music, religious music, secular music, and fusions of such genres. Within these larger genres are many subgenres. For example, popular music would encompass blues, jazz, country music, easy listening, hip hop, rock music, and several other genres. There may also be a subgenre within a subgenre such as vocalese and scat singing in jazz.
==== Popular and traditional music ====
In many modern pop musical groups, a lead singer performs the primary vocals or melody of a song, as opposed to a backing singer who sings backup vocals or the harmony of a song. Backing vocalists sing some, but usually, not all, parts of the song often singing only in a song's refrain or humming in the background. An exception is five-part gospel a cappella music, where the lead is the highest of the five voices and sings a descant and not the melody. Some artists may sing both the lead and backing vocals on audio recordings by overlapping recorded vocal tracks.
Popular music includes a range of vocal styles. Hip hop uses rapping, the rhythmic delivery of rhymes in a rhythmic speech over a beat or without accompaniment. Some types of rapping consist mostly or entirely of speech and chanting, like the Jamaican "toasting". In some types of rapping, the performers may interpolate short sung or half-sung passages. Blues singing is based on the use of the blue notes – notes sung at a slightly lower pitch than that of the major scale for expressive purposes. In heavy metal and hardcore punk subgenres, vocal styles can include techniques such as screams, shouts, and unusual sounds such as the "death growl".
One difference between live performances in the popular and Classical genres is that whereas Classical performers often sing without amplification in small- to mid-size halls, in popular music, a microphone and PA system (amplifier and speakers) are used in almost all performance venues, even a small coffee house. The use of the microphone has had several impacts on popular music. For one, it facilitated the development of intimate, expressive singing styles such as "crooning" which would not have enough projection and volume if done without a microphone. As well, pop singers who use microphones can do a range of other vocal styles that would not project without amplification, such as making whispering sounds, humming, and mixing half-sung and sung tones. As well, some performers use the microphone's response patterns to create effects, such as bringing the mic very close to the mouth to get an enhanced bass response, or, in the case of hip-hop beatboxers, doing plosive "p" and "b" sounds into the mic to create percussive effects. In the 2000s, controversy arose over the widespread use of electronic Auto-Tune pitch correction devices with recorded and live popular music vocals. Controversy has also arisen due to cases where pop singers have been found to be lip-syncing to a pre-recorded recording of their vocal performance or, in the case of the controversial act Milli Vanilli, lip-syncing to tracks recorded by other uncredited singers.
While some bands use backup singers who only sing when they are on stage, it is common for backup singers in popular music to have other roles. In many rock and metal bands, the musicians doing backup vocals also play instruments, such as rhythm guitar, electric bass, or drums. In Latin or Afro-Cuban groups, backup singers may play percussion instruments or shakers while singing. In some pop and hip hop groups and in musical theater, the backup singers may be required to perform elaborately choreographed dance routines while they sing through headset microphones.
== Careers ==
The salaries and working conditions for vocalists vary a great deal. While jobs in other music fields such as music education choir conductors tend to be based on full-time, salaried positions, singing jobs tend to be based on contracts for individual shows or performances, or for a sequence of shows
Aspiring singers and vocalists must have musical skills, an excellent voice, the ability to work with people, and a sense of showmanship and drama. Additionally, singers need to have the ambition and drive to continually study and improve,
Professional singers continue to seek out vocal coaching to hone their skills, extend their range, and learn new styles. As well, aspiring singers need to gain specialized skills in the vocal techniques used to interpret songs, learn about the vocal literature from their chosen style of music, and gain skills in choral music techniques, sight singing and memorizing songs, and vocal exercises.
Some singers learn other music jobs, such as the composing, music producing and songwriting. Some singers put videos on YouTube and streaming apps. Singers market themselves to buyers of vocal talent, by doing auditions in front of a music director. Depending on the style of vocal music that a person has trained in, the "talent buyers" that they seek out may be record company, A&R representatives, music directors, choir directors, nightclub managers, or concert promoters. A CD or DVD with excerpts of vocal performances is used to demonstrate a singer's skills. Some singers hire an agent or manager to help them to seek out paid engagements and other performance opportunities; the agent or manager is often paid by receiving a percentage of the fees that the singer gets from performing onstage.
== Singing competitions ==
== Singing and language ==
Every spoken language, natural or non-natural language has its own intrinsic musicality which affects singing by means of pitch, phrasing, and accent.
=== Neurological aspects ===
Much research has been done recently on the link between music and language, especially singing. It is becoming increasingly clear that these two processes are very much alike, and yet also different. Levitin describes how, beginning with the eardrum, sound waves are translated into pitch, or a tonotopic map, and then shortly thereafter "speech and music probably diverge into separate processing circuits" (130). There is evidence that neural circuits used for music and language may start out in infants undifferentiated. There are several areas of the brain that are used for both language and music. For example, Brodmann area 47, which has been implicated in the processing of syntax in oral and sign languages, as well as musical syntax and semantic aspects of language. Levitin recounts how in certain studies, "listening to music and attending its syntactic features", similar to the syntactic processes in language, activated this part of the brain. In addition, "musical syntax ... has been localized to ... areas adjacent to and overlapping with those regions that process speech syntax, such as Broca's area" and "the regions involved in musical semantics ... appear to be [localized] near Wernicke's area." Both Broca's area and Wernicke's area are important steps in language processing and production.
Singing has been shown to help stroke victims recover speech. According to neurologist Gottfried Schlaug, there is a corresponding area to that of speech, which resides in the left hemisphere, on the right side of the brain. This is casually known as the "singing center". By teaching stroke victims to sing their words, this can help train this area of the brain for speech. In support of this theory, Levitin asserts that "regional specificity", such as that for speech, "may be temporary, as the processing centers for important mental functions actually move to other regions after trauma or brain damage." Thus in the right hemisphere of the brain, the "singing center" may be retrained to help produce speech.
=== Accents and singing ===
The speaking dialect or accent of a person may differ greatly from the general singing accent that a person uses while singing. When people sing, they generally use the accent or neutral accent that is used in the style of music they are singing in, rather than a regional accent or dialect; the style of music and the popular center/region of the style has more influence on the singing accent of a person than where they come from. For example, in the English language, British singers of rock or popular music often sing in an American accent or neutral accent instead of an English accent.
== See also ==
List of multilingual bands and artists
Sign singing
=== Art music ===
=== Other music ===
=== Physiology ===
N-acylethanolamine (NAE)
== References ==
== Further reading ==
Blackwood, Alan. The Performing World of the Singer. London: Hamish Hamilton, 1981. 113 p., amply ill. (mostly with photos.). ISBN 0-241-10588-9
Reid, Cornelius. A Dictionary of Vocal Terminology: an Analysis. New York: J. Patelson Music House, 1983. ISBN 0-915282-07-0
== External links ==
A Brief History of Singing
Singing and Health: A systematic mapping and review of non-clinical research
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Rock music
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Rock is a broad genre of popular music that originated as "rock and roll" in the United States in the late 1940s and early 1950s, developing into a range of different styles from the mid-1960s, particularly in the U.S. and the United Kingdom. It has its roots in 1940s and 1950s rock and roll, a style that drew directly from the blues and rhythm and blues genres of African-American music and from country music. Rock also drew strongly from genres such as electric blues and folk, and incorporated influences from jazz, classical, and other musical styles. For instrumentation, rock has centered on the electric guitar, usually as part of a rock group with electric bass guitar, drums, and one or more singers. Usually, rock is song-based music with a 44 time signature using a verse–chorus form, but the genre has become extremely diverse. Like pop music, lyrics often stress romantic love but also address a wide variety of other themes that are frequently social or political. Rock was the most popular genre of music in the U.S. and much of the Western world from the 1950s to the 2010s.
Rock musicians in the mid-1960s began to advance the album ahead of the single as the dominant form of recorded music expression and consumption, with the Beatles at the forefront of this development. Their contributions lent the genre a cultural legitimacy in the mainstream and initiated a rock-informed album era in the music industry for the next several decades. By the late 1960s "classic rock" period, a number of distinct rock music subgenres had emerged, including hybrids like blues rock, folk rock, country rock, southern rock, raga rock, and jazz rock, which contributed to the development of psychedelic rock, influenced by the countercultural psychedelic and hippie scene. New genres that emerged included progressive rock with extended artistic elements, glam rock, highlighting showmanship and visual style, and the diverse and enduring subgenre of heavy metal, with emphasis on volume, power, and speed. In the second half of the 1970s, punk rock reacted by producing stripped-down, energetic social and political critiques. Punk was an influence in the 1980s on new wave, post-punk and eventually alternative rock.
From the 1990s, alternative rock began to dominate rock music and break into the mainstream in the form of grunge, Britpop, and indie rock. Further fusion subgenres have since emerged, including pop-punk, electronic rock, rap rock, and rap metal. Some movements were conscious attempts to revisit rock's history, including the garage rock/post-punk revival in the 2000s. Since the 2010s, rock has lost its position as the pre-eminent popular music genre in world culture, but remains commercially successful. The increased influence of hip-hop and electronic dance music can be seen in rock music, notably in the techno-pop scene of the early 2010s and the pop-punk-hip-hop revival of the 2020s.
Rock has also embodied and served as the vehicle for cultural and social movements, leading to major subcultures including mods and rockers in the U.K., the hippie movement and the wider Western counterculture movement that spread out from San Francisco in the U.S. in the 1960s, the latter of which continues to this day. Similarly, 1970s punk culture spawned the goth, punk, and emo subcultures. Inheriting the folk tradition of the protest song, rock music has been associated with political activism as well as changes in social attitudes to race, sex, and drug use, and is often seen as an expression of youth revolt against adult consumerism and conformity. At the same time, it has been commercially highly successful, leading to charges of selling out.
== Characteristics ==
The sound of rock is traditionally centered on the amplified electric guitar, which emerged in its modern form in the 1950s with the popularity of rock and roll. It was also greatly influenced by the sounds of electric blues guitarists. The sound of an electric guitar in rock music is typically supported by an electric bass guitar, which pioneered in jazz music in the same era, and by percussion produced from a drum kit that combines drums and cymbals. This trio of instruments has often been complemented by the inclusion of other instruments, particularly keyboards such as the piano, the Hammond organ, and the synthesizer. The basic rock instrumentation was derived from the basic blues band instrumentation (prominent lead guitar, second chordal instrument, bass, and drums). A group of musicians performing rock music is termed as a rock band or a rock group. Furthermore, it typically consists of between three (the power trio) and five members. Classically, a rock band takes the form of a quartet whose members cover one or more roles, including vocalist, lead guitarist, rhythm guitarist, bass guitarist, drummer, and often keyboard player or other instrumentalist.
Rock music is traditionally built on a foundation of simple syncopated rhythms in a 44 meter, with a repetitive snare drum back beat on beats two and four. Melodies often originate from older musical modes such as the Dorian and Mixolydian, as well as major and minor modes. Harmonies range from the common triad to parallel perfect fourths and fifths and dissonant harmonic progressions. Since the late 1950s, and particularly from the mid-1960s onwards, rock music often used the verse–chorus structure derived from blues and folk music, but there has been considerable variation from this model. Critics have stressed the eclecticism and stylistic diversity of rock. Because of its complex history and its tendency to borrow from other musical and cultural forms, it has been argued that "it is impossible to bind rock music to a rigidly delineated musical definition." In the opinion of music journalist Robert Christgau, "the best rock jolts folk-art virtues—directness, utility, natural audience—into the present with shots of modern technology and modernist dissociation".
Unlike many earlier styles of popular music, rock lyrics have dealt with a wide range of themes, including romantic love, sex, rebellion against "The Establishment", social concerns, and life styles. These themes were inherited from a variety of sources such as the Tin Pan Alley pop tradition, folk music, and rhythm and blues. Christgau characterizes rock lyrics as a "cool medium" with simple diction and repeated refrains, and asserts that rock's primary "function" "pertains to music, or, more generally, noise." The predominance of white, male, and often middle class musicians in rock music has often been noted, and rock has been seen as an appropriation of Black musical forms for a young, white and largely male audience. As a result, it has also been seen to articulate the concerns of this group in both style and lyrics. Christgau, writing in 1972, said in spite of some exceptions, "rock and roll usually implies an identification of male sexuality and aggression".Since the term "rock" started being used in preference to "rock and roll" from the late-1960s, it has usually been contrasted with pop music, with which it has shared many characteristics, but from which it is often distanced by an emphasis on musicianship, live performance, and a focus on serious and progressive themes as part of an ideology of authenticity that is frequently combined with an awareness of the genre's history and development. According to Simon Frith, rock was "something more than pop, something more than rock and roll" and "[r]ock musicians combined an emphasis on skill and technique with the romantic concept of art as artistic expression, original and sincere".In the new millennium, the term rock has occasionally been used as a blanket term including forms like pop music, reggae music, soul music, and even hip hop, which it has been influenced with but often contrasted through much of its history. Christgau has used the term broadly to refer to popular and semipopular music that caters to his sensibility as "a rock-and-roller", including a fondness for a good beat, a meaningful lyric with some wit, and the theme of youth, which holds an "eternal attraction" so objective "that all youth music partakes of sociology and the field report." Writing in Christgau's Record Guide: The '80s (1990), he said this sensibility is evident in the music of folk singer-songwriter Michelle Shocked, rapper LL Cool J, and synth-pop duo Pet Shop Boys—"all kids working out their identities"—as much as it is in the music of Chuck Berry, the Ramones, and the Replacements.
== Late 1940s–mid-1960s ==
=== Rock and roll ===
The foundations of rock music are in rock and roll, which originated in the United States during the late 1940s and early 1950s, and quickly spread to much of the rest of the world. Its immediate origins lay in a melding of various black musical genres of the time, including rhythm and blues and gospel music, with country and western. In 1951, Cleveland, Ohio disc jockey Alan Freed began playing rhythm and blues music (then termed "race music") for a multi-racial audience, and is credited with first using the phrase "rock and roll" to describe the music.
Debate surrounds the many recordings which have been suggested as "the first rock and roll record". Contenders include "The House of Blue Lights" by Ella Mae Morse and Freddie Slack (1946); Wynonie Harris' "Good Rocking Tonight" (1948); Goree Carter's "Rock Awhile" (1949); Jimmy Preston's "Rock the Joint" (1949), which was later covered by Bill Haley & His Comets in 1952; and "Rocket 88" by Jackie Brenston and his Delta Cats (in fact, Ike Turner and his band the Kings of Rhythm), recorded by Sam Phillips for Sun Records in 1951. Four years later, Bill Haley's "Rock Around the Clock" (1955) became the first rock and roll song to top Billboard magazine's main sales and airplay charts, and opened the door worldwide for this new wave of popular culture.It also has been argued that "That's All Right (Mama)" (1954), Elvis Presley's first single for Sun Records in Memphis, could be the first rock and roll record, but, at the same time, Big Joe Turner's "Shake, Rattle & Roll", later covered by Haley, was already at the top of the Billboard R&B charts. Other artists with early rock and roll hits included Chuck Berry, Bo Diddley, Fats Domino, Little Richard, Jerry Lee Lewis, and Gene Vincent. Soon rock and roll was the major force in American record sales and crooners, such as Eddie Fisher, Perry Como, and Patti Page, who had dominated the previous decade of popular music, found their access to the pop charts significantly curtailed.Rock and roll has been seen as leading to a number of distinct subgenres, including rockabilly, combining rock and roll with "hillbilly" country music, which was usually played and recorded in the mid-1950s by white singers such as Carl Perkins, Jerry Lee Lewis, Buddy Holly and with the greatest commercial success, Elvis Presley. Hispanic and Latino American movements in rock and roll, which would eventually lead to the success of Latin rock and Chicano rock within the US, began to rise in the Southwest; with rock and roll standard musician Ritchie Valens and even those within other heritage genres, such as Al Hurricane along with his brothers Tiny Morrie and Baby Gaby as they began combining rock and roll with country-western within traditional New Mexico music. Other styles like doo-wop placed an emphasis on multi-part vocal harmonies and backing lyrics (from which the genre later gained its name), which were usually supported with light instrumentation and had its origins in 1930s and 1940s African American vocal groups. Acts like the Crows, the Penguins, the El Dorados and the Turbans all scored major hits, and groups like the Platters, with songs including "The Great Pretender" (1955), and the Coasters with humorous songs like "Yakety Yak" (1958), ranked among the most successful rock and roll acts of the period.The era also saw the growth in popularity of the electric guitar, and the development of a specifically rock and roll style of playing through such exponents as Chuck Berry, Link Wray, and Scotty Moore. The use of distortion, pioneered by Western swing guitarists such as Junior Barnard and Eldon Shamblin was popularized by Chuck Berry in the mid-1950s. The use of power chords, pioneered by Francisco Tárrega and Heitor Villa-Lobos in the 19th century and later on by Willie Johnson and Pat Hare in the early 1950s, was popularized by Link Wray in the late 1950s.Commentators have traditionally perceived a decline of rock and roll in the late 1950s and early 1960s. By 1959, the death of Buddy Holly, the Big Bopper and Ritchie Valens in a plane crash, the departure of Elvis for the army, the retirement of Little Richard to become a preacher, prosecutions of Jerry Lee Lewis and Chuck Berry and the breaking of the payola scandal (which implicated major figures, including Alan Freed, in bribery and corruption in promoting individual acts or songs), gave a sense that the rock and roll era established at that point had come to an end.
=== Global spread ===
Rock quickly spread out from its origins in the US, associated with the rapid Americanization that was taking place globally in the aftermath of World War Two. Cliff Richard is credited with one of the first rock and roll hits outside of North America with "Move It", effectively ushering in the sound of British rock. Several artists, most prominently Tommy Steele from the UK, found success with covers of major American rock and roll hits before the recordings could spread internationally, often translating them into local languages where appropriate. Steele in particular toured Britain, Scandinavia, Australia, the USSR and South Africa from 1955 to 1957, influencing the globalisation of rock. By the late 1950s, as well as in the American-influenced Western world, rock was popular in communist states such as Yugoslavia, and the USSR, as well as in regions such as South America.In the late 1950s and early 1960s, American blues music and blues rock artists, who had been surpassed by the rise of rock and roll in the US, found new popularity in the UK, visiting with successful tours. Lonnie Donegan's 1955 hit "Rock Island Line" was a major influence and helped to develop the trend of skiffle music groups throughout the country, many of which, including John Lennon's Quarrymen (later the Beatles), moved on to play rock and roll. While rock and roll in the US was becoming dominated by lightweight pop and ballads, British rock groups at clubs and local dances were developing a style more strongly influenced by blues-rock pioneers, and were starting to play with an intensity and drive seldom found in white American acts; this influence would go on to shape the future of rock music through the British Invasion.
=== Pop rock and instrumental rock ===
The term pop has been used since the early 20th century to refer to popular music in general, but from the mid-1950s it began to be used for a distinct genre, aimed at a youth market, often characterized as a softer alternative to rock and roll. From about 1967, it was increasingly used in opposition to the term rock music, to describe a form that was more commercial, ephemeral and accessible. In contrast rock music was seen as focusing on extended works, particularly albums, was often associated with particular sub-cultures (like the counterculture of the 1960s), placed an emphasis on artistic values and "authenticity", stressed live performance and instrumental or vocal virtuosity and was often seen as encapsulating progressive developments rather than simply reflecting existing trends. Nevertheless, much pop and rock music has been very similar in sound, instrumentation and even lyrical content.The period of the later 1950s and early 1960s has traditionally been seen as an era of hiatus for rock and roll. More recently some authors have emphasised important innovations and trends in this period without which future developments would not have been possible. While early rock and roll, particularly through the advent of rockabilly, saw the greatest commercial success for male and white performers, in this era, the genre was dominated by black and female artists. Rock and roll had not disappeared at the end of the 1950s and some of its energy can be seen in the Twist dance craze of the early 1960s, mainly benefiting the career of Chubby Checker.
Also significant was the advent of soul music as a major commercial force. Developing out of rhythm and blues with a re-injection of gospel music and pop, led by pioneers like Ray Charles and Sam Cooke from the mid-1950s, by the early 1960s figures like Marvin Gaye, James Brown, Aretha Franklin, Curtis Mayfield and Stevie Wonder were dominating the R&B charts and breaking through into the main pop charts, helping to accelerate their desegregation, while Motown and Stax/Volt Records were becoming major forces in the record industry. Some music historians have also pointed to important and innovative technical developments that built on rock and roll in this period, including the electronic treatment of sound by such innovators as Joe Meek, and the elaborate production methods of the Wall of Sound pursued by Phil Spector.
=== Surf music ===
The instrumental rock and roll of performers such as Duane Eddy, Link Wray and the Ventures was developed by Dick Dale, who added distinctive "wet" reverb, rapid alternate picking, and Middle Eastern and Mexican influences. He produced the regional hit "Let's Go Trippin'" in 1961 and launched the surf music craze, following up with songs like "Misirlou" (1962). Like Dale and his Del-Tones, most early surf bands were formed in Southern California, including the Bel-Airs, the Challengers, and Eddie & the Showmen. The Chantays scored a top ten national hit with "Pipeline" in 1963 and probably the best known surf tune was 1963's "Wipe Out", by the Surfaris, which hit number 2 and number 10 on the Billboard charts in 1965.Surf music achieved its greatest commercial success as vocal music, particularly the work of the Beach Boys, formed in 1961 in Southern California. Their early albums included both instrumental surf rock (among them covers of music by Dick Dale) and vocal songs, drawing on rock and roll and doo wop and the close harmonies of vocal pop acts like the Four Freshmen. The Beach Boys first chart hit, "Surfin'" in 1962 reached the Billboard top 100 and helped make the surf music craze a national phenomenon. It is often argued that the surf music craze and the careers of almost all surf acts was effectively ended by the arrival of the British Invasion from 1964, because most surf music hits were recorded and released between 1961 and 1965.
== Mid-1960s–early 1990s ==
=== British Invasion ===
By the end of 1962, what would become the British rock scene had started with beat groups like the Beatles, Gerry & the Pacemakers and the Searchers from Liverpool and Freddie and the Dreamers, Herman's Hermits and the Hollies from Manchester. They drew on a wide range of American influences including 1950s rock and roll, soul, rhythm and blues, and surf music, initially reinterpreting standard American tunes and playing for dancers. Bands like the Animals from Newcastle and Them from Belfast, and particularly those from London like the Rolling Stones and the Yardbirds, were much more directly influenced by rhythm and blues and later blues music. Soon these groups were composing their own material, combining US forms of music and infusing it with a high energy beat. Beat bands tended towards "bouncy, irresistible melodies", while early British blues acts tended towards less sexually innocent, more aggressive songs, often adopting an anti-establishment stance. There was, however, particularly in the early stages, considerable musical crossover between the two tendencies. By 1963, led by the Beatles, beat groups had begun to achieve national success in Britain, soon to be followed into the charts by the more rhythm and blues focused acts."I Want to Hold Your Hand" was the Beatles' first number one hit on the Billboard Hot 100, spending seven weeks at the top and a total of 15 weeks on the chart. Their first appearance on The Ed Sullivan Show on 9 February 1964, drawing an estimated 73 million viewers (at the time a record for an American television program) is considered a milestone in American pop culture. During the week of 4 April 1964, the Beatles held 12 positions on the Billboard Hot 100 singles chart, including the entire top five. The Beatles went on to become the biggest selling rock band of all time and they were followed into the US charts by numerous British bands. During the next two years British acts dominated their own and the US charts with Peter and Gordon, the Animals, Manfred Mann, Petula Clark, Freddie and the Dreamers, Wayne Fontana and the Mindbenders, Herman's Hermits, the Rolling Stones, the Troggs, and Donovan all having one or more number one singles. Other major acts that were part of the invasion included the Kinks and the Dave Clark Five.The British Invasion helped internationalize the production of rock and roll, opening the door for subsequent British (and Irish) performers to achieve international success. In America it arguably spelled the end of instrumental surf music, vocal girl groups and (for a time) the teen idols, that had dominated the American charts in the late 1950s and 1960s. It dented the careers of established R&B acts like Fats Domino and Chubby Checker and even temporarily derailed the chart success of surviving rock and roll acts, including Elvis. The British Invasion also played a major part in the rise of a distinct genre of rock music, and cemented the primacy of the rock group, based on guitars and drums and producing their own material as singer-songwriters. Following the example set by the Beatles' 1965 LP Rubber Soul in particular, other British rock acts released rock albums intended as artistic statements in 1966, including the Rolling Stones' Aftermath, the Beatles' own Revolver, and the Who's A Quick One, as well as American acts in the Beach Boys (Pet Sounds) and Bob Dylan (Blonde on Blonde).
=== Garage rock ===
Garage rock was a raw form of rock music, particularly prevalent in North America in the mid-1960s and so called because of the perception that it was rehearsed in the suburban family garage. Garage rock songs often revolved around the traumas of high school life, with songs about "lying girls" and unfair social circumstances being particularly common. The lyrics and delivery tended to be more aggressive than was common at the time, often with growled or shouted vocals that dissolved into incoherent screaming. They ranged from crude one-chord music (like the Seeds) to near-studio musician quality (including the Knickerbockers, the Remains, and the Fifth Estate). There were also regional variations in many parts of the country with flourishing scenes particularly in California and Texas. The Pacific Northwest states of Washington and Oregon had perhaps the most defined regional sound.
The style had been evolving from regional scenes as early as 1958. "Tall Cool One" (1959) by the Wailers and "Louie Louie" by the Kingsmen (1963) are mainstream examples of the genre in its formative stages. By 1963, garage band singles were creeping into the national charts in greater numbers, including Paul Revere and the Raiders (Boise), the Trashmen (Minneapolis) and the Rivieras (South Bend, Indiana). Other influential garage bands, such as the Sonics (Tacoma, Washington), never reached the Billboard Hot 100.The British Invasion greatly influenced garage bands, providing them with a national audience, leading many (often surf or hot rod groups) to adopt a British influence, and encouraging many more groups to form. Thousands of garage bands were extant in the United States and Canada during the era and hundreds produced regional hits. Despite scores of bands being signed to major or large regional labels, most were commercial failures. It is generally agreed that garage rock peaked both commercially and artistically around 1966. By 1968 the style largely disappeared from the national charts and at the local level as amateur musicians faced college, work or the draft. New styles had evolved to replace garage rock.
=== Blues rock ===
Although the first impact of the British Invasion on American popular music was through beat and R&B based acts, the impetus was soon taken up by a second wave of bands that drew their inspiration more directly from American blues, including the Rolling Stones and the Yardbirds. British blues musicians of the late 1950s and early 1960s had been inspired by the acoustic playing of figures such as Lead Belly, who was a major influence on the Skiffle craze, and Robert Johnson. Increasingly they adopted a loud amplified sound, often centered on the electric guitar, based on the Chicago blues, particularly after the tour of Britain by Muddy Waters in 1958, which prompted Cyril Davies and guitarist Alexis Korner to form the band Blues Incorporated. The band involved and inspired many of the figures of the subsequent British blues boom, including members of the Rolling Stones and Cream, combining blues standards and forms with rock instrumentation and emphasis.
The other key focus for British blues was John Mayall; his band, the Bluesbreakers, included Eric Clapton (after Clapton's departure from the Yardbirds) and later Peter Green. Particularly significant was the release of Blues Breakers with Eric Clapton (Beano) album (1966), considered one of the seminal British blues recordings and the sound of which was much emulated in both Britain and the United States. Eric Clapton went on to form supergroups Cream, Blind Faith, and Derek and the Dominos, followed by an extensive solo career that helped bring blues rock into the mainstream. Green, along with the Bluesbreaker's rhythm section Mick Fleetwood and John McVie, formed Peter Green's Fleetwood Mac, who enjoyed some of the greatest commercial success in the genre. In the late 1960s Jeff Beck, also an alumnus of the Yardbirds, moved blues rock in the direction of heavy rock with his band, the Jeff Beck Group. The last Yardbirds guitarist was Jimmy Page, who went on to form The New Yardbirds which rapidly became Led Zeppelin. Many of the songs on their first three albums, and occasionally later in their careers, were expansions on traditional blues songs.In America, blues rock had been pioneered in the early 1960s by guitarist Lonnie Mack, but the genre began to take off in the mid-1960s as acts developed a sound similar to British blues musicians. Key acts included Paul Butterfield (whose band acted like Mayall's Bluesbreakers in Britain as a starting point for many successful musicians), Canned Heat, the early Jefferson Airplane, Janis Joplin, Johnny Winter, the J. Geils Band and Jimi Hendrix with his power trios, the Jimi Hendrix Experience (which included two British members, and was founded in Britain), and Band of Gypsys, whose guitar virtuosity and showmanship would be among the most emulated of the decade. Blues rock bands from the southern states, like the Allman Brothers Band, Lynyrd Skynyrd, and ZZ Top, incorporated country elements into their style to produce the distinctive genre Southern rock.Early blues rock bands often emulated jazz, playing long, involved improvisations, which would later be a major element of progressive rock. From about 1967 bands like Cream and the Jimi Hendrix Experience had moved away from purely blues-based music into psychedelia. By the 1970s, blues rock had become heavier and more riff-based, exemplified by the work of Led Zeppelin and Deep Purple, and the lines between blues rock and hard rock "were barely visible", as bands began recording rock-style albums. The genre was continued in the 1970s by figures such as George Thorogood and Pat Travers, but, particularly on the British scene (except perhaps for the advent of groups such as Status Quo and Foghat who moved towards a form of high energy and repetitive boogie rock), bands became focused on heavy metal innovation, and blues rock began to slip out of the mainstream.
=== Folk rock ===
By the 1960s, the scene that had developed out of the American folk music revival had grown to a major movement, using traditional music and new compositions in a traditional style, usually on acoustic instruments. In America the genre was pioneered by figures such as Woody Guthrie and Pete Seeger and often identified with progressive or labor politics. In the early sixties figures such as Joan Baez and Bob Dylan had come to the fore in this movement as singer-songwriters. Dylan had begun to reach a mainstream audience with hits including "Blowin' in the Wind" (1963) and "Masters of War" (1963), which brought "protest songs" to a wider public, but, although beginning to influence each other, rock and folk music had remained largely separate genres, often with mutually exclusive audiences.Early attempts to combine elements of folk and rock included the Animals' "House of the Rising Sun" (1964), which was the first commercially successful folk song to be recorded with rock and roll instrumentation and the Beatles "I'm a Loser" (1964), arguably the first Beatles song to be influenced directly by Dylan. The folk rock movement is usually thought to have taken off with the Byrds' recording of Dylan's "Mr. Tambourine Man" which topped the charts in 1965. With members who had been part of the café-based folk scene in Los Angeles, the Byrds adopted rock instrumentation, including drums and 12-string Rickenbacker guitars, which became a major element in the sound of the genre. Later that year Dylan adopted electric instruments, much to the outrage of many folk purists, with his "Like a Rolling Stone" becoming a US hit single. According to Ritchie Unterberger, Dylan (even before his adoption of electric instruments) influenced rock musicians like the Beatles, demonstrating "to the rock generation in general that an album could be a major standalone statement without hit singles", such as on The Freewheelin' Bob Dylan (1963).Folk rock particularly took off in California, where it led acts like the Mamas & the Papas and Crosby, Stills, and Nash to move to electric instrumentation, and in New York, where it spawned performers including the Lovin' Spoonful and Simon and Garfunkel, with the latter's acoustic "The Sounds of Silence" (1965) being remixed with rock instruments to be the first of many hits. These acts directly influenced British performers like Donovan and Fairport Convention. In 1969 Fairport Convention abandoned their mixture of American covers and Dylan-influenced songs to play traditional English folk music on electric instruments. This British folk-rock was taken up by bands including Pentangle, Steeleye Span and the Albion Band, which in turn prompted Irish groups like Horslips and Scottish acts like the JSD Band, Spencer's Feat and later Five Hand Reel, to use their traditional music to create a brand of Celtic rock in the early 1970s.Folk-rock reached its peak of commercial popularity in the period 1967–68, before many acts moved off in a variety of directions, including Dylan and the Byrds, who began to develop country rock. However, the hybridization of folk and rock has been seen as having a major influence on the development of rock music, bringing in elements of psychedelia, and helping to develop the ideas of the singer-songwriter, the protest song, and concepts of "authenticity".
=== Psychedelic rock ===
Psychedelic music's LSD-inspired vibe began in the folk scene. The first group to advertise themselves as psychedelic rock were the 13th Floor Elevators from Texas. The Beatles introduced many of the major elements of the psychedelic sound to audiences in this period, such as guitar feedback, the Indian sitar and backmasking sound effects. Psychedelic rock particularly took off in California's emerging music scene as groups followed the Byrds's shift from folk to folk rock from 1965. The psychedelic lifestyle, which revolved around hallucinogenic drugs, had already developed in San Francisco and particularly prominent products of the scene were Big Brother and the Holding Company, the Grateful Dead and Jefferson Airplane. The Jimi Hendrix Experience's lead guitarist, Jimi Hendrix did
extended distorted, feedback-filled jams which became a key feature of psychedelia. Psychedelic rock reached its apogee in the last years of the decade. 1967 saw the Beatles release their definitive psychedelic statement in Sgt. Pepper's Lonely Hearts Club Band, including the controversial track "Lucy in the Sky with Diamonds", the Rolling Stones responded later that year with Their Satanic Majesties Request, and Pink Floyd debuted with The Piper at the Gates of Dawn. Key recordings included Jefferson Airplane's Surrealistic Pillow and the Doors' Strange Days. These trends peaked in the 1969 Woodstock festival, which saw performances by most of the major psychedelic acts.Sgt. Pepper was later regarded as the greatest album of all time and a starting point for the album era, during which rock music transitioned from the singles format to albums and achieved cultural legitimacy in the mainstream. Led by the Beatles in the mid-1960s, rock musicians advanced the LP as the dominant form of recorded music expression and consumption, initiating a rock-informed album era in the music industry for the next several decades.
=== Progressive rock ===
Progressive rock, a term sometimes used interchangeably with art rock, moved beyond established musical formulas by experimenting with different instruments, song types, and forms. From the mid-1960s the Left Banke, the Beatles, the Rolling Stones and the Beach Boys, had pioneered the inclusion of harpsichords, wind, and string sections on their recordings to produce a form of Baroque rock and can be heard in singles like Procol Harum's "A Whiter Shade of Pale" (1967), with its Bach-inspired introduction. The Moody Blues used a full orchestra on their album Days of Future Passed (1967) and subsequently created orchestral sounds with synthesizers. Classical orchestration, keyboards, and synthesizers were a frequent addition to the established rock format of guitars, bass, and drums in subsequent progressive rock.
Instrumentals were common, while songs with lyrics were sometimes conceptual, abstract, or based in fantasy and science fiction. The Pretty Things' SF Sorrow (1968), and the Kinks' Arthur (Or the Decline and Fall of the British Empire) (1969) introduced the format of rock operas and opened the door to concept albums, often telling an epic story or tackling a grand overarching theme. King Crimson's 1969 début album, In the Court of the Crimson King, which mixed powerful guitar riffs and mellotron, with jazz and symphonic music, is often taken as the key recording in progressive rock, helping the widespread adoption of the genre in the early 1970s among existing blues-rock and psychedelic bands, as well as newly formed acts. The vibrant Canterbury scene saw acts following Soft Machine from psychedelia, through jazz influences, toward more expansive hard rock, including Caravan, Hatfield and the North, Gong, and National Health.Greater commercial success was enjoyed by Pink Floyd, who also moved away from psychedelia after the departure of Syd Barrett in 1968, with The Dark Side of the Moon (1973), seen as a masterpiece of the genre, becoming one of the best-selling albums of all time. There was an emphasis on instrumental virtuosity, with Yes showcasing the skills of both guitarist Steve Howe and keyboard player Rick Wakeman, while Emerson, Lake & Palmer were a supergroup who produced some of the genre's most technically demanding work. Jethro Tull and Genesis both pursued very different, but distinctly English, brands of music. Renaissance, formed in 1969 by ex-Yardbirds Jim McCarty and Keith Relf, evolved into a high-concept band featuring the three-octave voice of Annie Haslam. Most British bands depended on a relatively small cult following, but a handful, including Pink Floyd, Genesis, and Jethro Tull, managed to produce top ten singles at home and break the American market. The American brand of progressive rock varied from the eclectic and innovative Frank Zappa, Captain Beefheart and Blood, Sweat & Tears, to more pop rock orientated bands like Boston, Foreigner, Kansas, Journey, and Styx. These, beside British bands Supertramp and ELO, all demonstrated a prog rock influence and while ranking among the most commercially successful acts of the 1970s, heralding the era of pomp or arena rock, which would last until the costs of complex shows (often with theatrical staging and special effects), would be replaced by more economical rock festivals as major live venues in the 1990s.The instrumental strand of the genre resulted in albums like Mike Oldfield's Tubular Bells (1973), the first record, and worldwide hit, for the Virgin Records label, which became a mainstay of the genre. Instrumental rock was particularly significant in continental Europe, allowing bands like Kraftwerk, Tangerine Dream, Can, and Faust to circumvent the language barrier. Their synthesiser-heavy "krautrock", along with the work of Brian Eno (for a time the keyboard player with Roxy Music), would be a major influence on subsequent electronic rock. With the advent of punk rock and technological changes in the late 1970s, progressive rock was increasingly dismissed as pretentious and overblown. Many bands broke up, but some, including Genesis, ELP, Yes, and Pink Floyd, regularly scored top ten albums with successful accompanying worldwide tours. Some bands which emerged in the aftermath of punk, such as Siouxsie and the Banshees, Ultravox, and Simple Minds, showed the influence of progressive rock, as well as their more usually recognized punk influences.
=== Jazz rock ===
In the late 1960s, jazz-rock emerged as a distinct subgenre out of the blues-rock, psychedelic, and progressive rock scenes, mixing the power of rock with the musical complexity and improvisational elements of jazz. AllMusic states that the term jazz-rock "may refer to the loudest, wildest, most electrified fusion bands from the jazz camp, but most often it describes performers coming from the rock side of the equation." Jazz-rock "...generally grew out of the most artistically ambitious rock subgenres of the late '60s and early '70s", including the singer-songwriter movement. Many early US rock and roll musicians had begun in jazz and carried some of these elements into the new music. In Britain the subgenre of blues rock, and many of its leading figures, like Ginger Baker and Jack Bruce of the Eric Clapton-fronted band Cream, had emerged from the British jazz scene. Often highlighted as the first true jazz-rock recording is the only album by the relatively obscure New York-based the Free Spirits with Out of Sight and Sound (1966). The first group of bands to self-consciously use the label were R&B oriented white rock bands that made use of jazzy horn sections, like Electric Flag, Blood, Sweat & Tears and Chicago, to become some of the most commercially successful acts of the later 1960s and the early 1970s.British acts to emerge in the same period from the blues scene, to make use of the tonal and improvisational aspects of jazz, included Nucleus and the Graham Bond and John Mayall spin-off Colosseum. From the psychedelic rock and the Canterbury scenes came Soft Machine, who, it has been suggested, produced one of the artistically successfully fusions of the two genres. Perhaps the most critically acclaimed fusion came from the jazz side of the equation, with Miles Davis, particularly influenced by the work of Hendrix, incorporating rock instrumentation into his sound for the album Bitches Brew (1970). It was a major influence on subsequent rock-influenced jazz artists, including Herbie Hancock, Chick Corea and Weather Report. The genre began to fade in the late 1970s, as a mellower form of fusion began to take its audience, but acts like Steely Dan, Frank Zappa and Joni Mitchell recorded significant jazz-influenced albums in this period, and it has continued to be a major influence on rock music.
=== Increased commercialization in the 1970s ===
Reflecting on developments that occurred in rock music in the early 1970s, Robert Christgau wrote in Christgau's Record Guide: Rock Albums of the Seventies (1981):
The decade is, of course, an arbitrary schema itself—time doesn't just execute a neat turn toward the future every ten years. But like a lot of artificial concepts—money, say—the category does take on a reality of its own once people figure out how to put it to work. "The '60s are over," a slogan one only began to hear in 1972 or so, mobilized all those eager to believe that idealism had become passe, and once they were mobilized, it had. In popular music, embracing the '70s meant both an elitist withdrawal from the messy concert and counterculture scene and a profiteering pursuit of the lowest common denominator in FM radio and album rock.
Rock saw greater commodification during this decade, turning into a multibillion-dollar industry and doubling its market while, as Christgau noted, suffering a significant "loss of cultural prestige". "Maybe the Bee Gees became more popular than the Beatles, but they were never more popular than Jesus", he said. "Insofar as the music retained any mythic power, the myth was self-referential – there were lots of songs about the rock and roll life but very few about how rock could change the world, except as a new brand of painkiller ... In the '70s the powerful took over, as rock industrialists capitalized on the national mood to reduce potent music to an often reactionary species of entertainment—and to transmute rock's popular base from the audience to market."
=== Roots rock ===
Roots rock is the term now used to describe a move away from what some saw as the excesses of the psychedelic scene, to a more basic form of rock and roll that incorporated its original influences, particularly country and folk music, leading to the creation of country rock and Southern rock. In 1966 Bob Dylan went to Nashville to record the album Blonde on Blonde. This, and subsequent more clearly country-influenced albums, such as Nashville Skyline, have been seen as creating the genre of country folk, a route pursued by a number of largely acoustic folk musicians. Other acts that followed the back-to-basics trend were the Canadian group the Band and the California-based Creedence Clearwater Revival, both of which mixed basic rock and roll with folk, country and blues, to be among the most successful and influential bands of the late 1960s. The same movement saw the beginning of the recording careers of Californian solo artists like Ry Cooder, Bonnie Raitt and Lowell George, and influenced the work of established performers such as the Rolling Stones' Beggar's Banquet (1968) and the Beatles' Let It Be (1970). Reflecting on this change of trends in rock music over the past few years, Christgau wrote in his June 1970 "Consumer Guide" column that this "new orthodoxy" and "cultural lag" abandoned improvisatory, studio-ornamented productions in favor of an emphasis on "tight, spare instrumentation" and song composition: "Its referents are '50s rock, country music, and rhythm-and-blues, and its key inspiration is the Band."
In 1968, Gram Parsons recorded Safe at Home with the International Submarine Band, arguably the first true country rock album. Later that year he joined the Byrds for Sweetheart of the Rodeo (1968), generally considered one of the most influential recordings in the genre. The Byrds continued in the same vein, but Parsons left to be joined by another ex-Byrds member Chris Hillman in forming the Flying Burrito Brothers who helped establish the respectability and parameters of the genre, before Parsons departed to pursue a solo career. Bands in California that adopted country rock included Hearts and Flowers, Poco, New Riders of the Purple Sage, the Beau Brummels, and the Nitty Gritty Dirt Band. Some performers also enjoyed a renaissance by adopting country sounds, including: the Everly Brothers; one-time teen idol Rick Nelson who became the frontman for the Stone Canyon Band; former Monkee Mike Nesmith who formed the First National Band; and Neil Young. The Dillards were, unusually, a country act, who moved towards rock music. The greatest commercial success for country rock came in the 1970s, with artists including the Doobie Brothers, Emmylou Harris, Linda Ronstadt and the Eagles (made up of members of the Burritos, Poco, and Stone Canyon Band), who emerged as one of the most successful rock acts of all time, producing albums that included Hotel California (1976).The founders of Southern rock are usually thought to be the Allman Brothers Band, who developed a distinctive sound, largely derived from blues rock, but incorporating elements of boogie, soul, and country in the early 1970s. The most successful act to follow them were Lynyrd Skynyrd, who helped establish the "Good ol' boy" image of the subgenre and the general shape of 1970s' guitar rock. Their successors included the fusion/progressive instrumentalists Dixie Dregs, the more country-influenced Outlaws, funk/R&B-leaning Wet Willie and (incorporating elements of R&B and gospel) the Ozark Mountain Daredevils. After the loss of original members of the Allmans and Lynyrd Skynyrd, the genre began to fade in popularity in the late 1970s, but was sustained the 1980s with acts like .38 Special, Molly Hatchet and the Marshall Tucker Band.
=== Glam rock ===
Glam rock emerged from the English psychedelic and art rock scenes of the late 1960s and can be seen as both an extension of and reaction against those trends. Musically diverse, varying between the simple rock and roll revivalism of figures like Alvin Stardust to the complex art rock of Roxy Music, and can be seen as much as a fashion as a musical subgenre. Visually it was a mesh of various styles, ranging from 1930s Hollywood glamor, through 1950s pin-up sex appeal, pre-war Cabaret theatrics, Victorian literary and symbolist styles, science fiction, to ancient and occult mysticism and mythology; manifesting itself in outrageous clothes, makeup, hairstyles, and platform-soled boots. Glam is most noted for its sexual and gender ambiguity and representations of androgyny, beside extensive use of theatrics. It was prefigured by the showmanship and gender-identity manipulation of American acts such as the Cockettes and Alice Cooper.The origins of glam rock are associated with Marc Bolan, who had renamed his folk duo to T. Rex and taken up electric instruments by the end of the 1960s. Often cited as the moment of inception is his appearance on the BBC music show Top of the Pops in March 1971 wearing glitter and satins, to perform what would be his second UK Top 10 hit (and first UK Number 1 hit), "Hot Love". From 1971, already a minor star, David Bowie developed his Ziggy Stardust persona, incorporating elements of professional make up, mime and performance into his act. These performers were soon followed in the style by acts including Roxy Music, Sweet, Slade, Mott the Hoople, Mud and Alvin Stardust. While highly successful in the single charts in the United Kingdom, very few of these musicians were able to make a serious impact in the United States; Bowie was the major exception becoming an international superstar and prompting the adoption of glam styles among acts like Lou Reed, Iggy Pop, New York Dolls and Jobriath, often known as "glitter rock" and with a darker lyrical content than their British counterparts. In the UK the term glitter rock was most often used to refer to the extreme version of glam pursued by Gary Glitter and his support musicians the Glitter Band, who between them achieved eighteen top ten singles in the UK between 1972 and 1976. A second wave of glam rock acts, including Suzi Quatro, Roy Wood's Wizzard and Sparks, dominated the British single charts from about 1974 to 1976. Existing acts, some not usually considered central to the genre, also adopted glam styles, including Rod Stewart, Elton John, Queen and, for a time, even the Rolling Stones. It was also a direct influence on acts that rose to prominence later, including Kiss and Adam Ant, and less directly on the formation of gothic rock and glam metal as well as on punk rock, which helped end the fashion for glam from about 1976. Glam has since enjoyed sporadic modest revivals through bands such as Chainsaw Kittens, the Darkness and in R&B crossover act Prince.
=== Chicano rock ===
After the early successes of Latin rock in the 1960s, Chicano musicians like Carlos Santana and Al Hurricane continued to have successful careers throughout the 1970s. Santana opened the decade with success in his 1970 single "Black Magic Woman" on the Abraxas album. His third album Santana III yielded the single "No One to Depend On", and his fourth album Caravanserai experimented with his sound to mixed reception. He later released a series of four albums that all achieved gold status: Welcome, Borboletta, Amigos, and Festivál. Al Hurricane continued to mix his rock music with New Mexico music, though he was also experimenting more heavily with Jazz music, which led to several successful singles, especially on his Vestido Mojado album, including the eponymous "Vestido Mojado", as well as "Por Una Mujer Casada" and "Puño de Tierra"; his brothers had successful New Mexico music singles in "La Del Moño Colorado" by Tiny Morrie and "La Cumbia De San Antone" by Baby Gaby. Al Hurricane Jr. also began his successful rock-infused New Mexico music recording career in the 1970s, with his 1976 rendition of "Flor De Las Flores". Los Lobos gained popularity at this time, with their first album Los Lobos del Este de Los Angeles in 1977.
=== Soft rock, hard rock, and early heavy metal ===
From the late 1960s it became common to divide mainstream rock music into soft and hard rock. Soft rock was often derived from folk rock, using acoustic instruments and putting more emphasis on melody and harmonies. Major artists included Carole King, Cat Stevens and James Taylor. It reached its commercial peak in the mid- to late 1970s with acts like Billy Joel, America and the reformed Fleetwood Mac, whose Rumours (1977) was the best-selling album of the decade. In contrast, hard rock was more often derived from blues-rock and was played louder and with more intensity. It often emphasised the electric guitar, both as a rhythm instrument using simple repetitive riffs and as a solo lead instrument, and was more likely to be used with distortion and other effects. Key acts included British Invasion bands like the Kinks, as well as psychedelic era performers like Cream, Jimi Hendrix and the Jeff Beck Group. Hard rock-influenced bands that enjoyed international success in the later 1970s included Queen, Thin Lizzy, Aerosmith, AC/DC, and Van Halen.
From the late 1960s the term "heavy metal" began to be used to describe some hard rock played with even more volume and intensity, first as an adjective and by the early 1970s as a noun. The term was first used in music in Steppenwolf's "Born to Be Wild" (1967) and began to be associated with pioneer bands like San Francisco's Blue Cheer, Cleveland's James Gang and Michigan's Grand Funk Railroad. By 1970 three key British bands had developed the characteristic sounds and styles which would help shape the subgenre. Led Zeppelin added elements of fantasy to their riff laden blues-rock, Deep Purple brought in symphonic and medieval interests from their progressive rock phase and Black Sabbath introduced facets of the gothic and modal harmony, helping to produce a "darker" sound. These elements were taken up by a "second generation" of heavy metal bands into the late 1970s, including: Judas Priest, UFO, Motörhead and Rainbow from Britain; Kiss, Ted Nugent, and Blue Öyster Cult from the US; Rush from Canada and Scorpions from Germany, all marking the expansion in popularity of the subgenre. Despite a lack of airplay and very little presence on the singles charts, late-1970s heavy metal built a considerable following, particularly among adolescent working-class males in North America and Europe. In the 1980s, bands such as Bon Jovi, Guns N' Roses, Skid Row and Def Leppard saw mainstream success, with hard rock and a fusion of hard rock with pop. During the 1990s, hard rock saw a slight decline in popularity, save for some major hits like Guns N' Roses' November Rain. But in the early 2000s, Bon Jovi's "It's My Life" saw a huge increase in popularity of rock and pop rock and helped introduce the genres to a newer fanbase.
=== Christian rock ===
Rock, mostly the heavy metal genre, has been criticized by some Christian leaders, who have condemned it as immoral, anti-Christian and even satanic. However, Christian rock began to develop in the late 1960s, particularly out of the Jesus movement beginning in Southern California, and emerged as a subgenre in the 1970s with artists like Larry Norman, usually seen as the first major "star" of Christian rock. The genre was mostly a phenomenon in the United States. Many Christian rock performers have ties to the contemporary Christian music scene. Starting in the 1980s Christian pop performers have had some mainstream success. While these artists were largely acceptable in Christian communities, the adoption of heavy rock and glam metal styles by bands like Stryper, who achieved considerable mainstream success in the 1980s, was more controversial. From the 1990s there were increasing numbers of acts who attempted to avoid the Christian band label, preferring to be seen as groups who were also Christians, including P.O.D.
=== Heartland rock ===
American working-class oriented heartland rock, characterized by a straightforward musical style, and a concern with the lives of ordinary, blue-collar American people, developed in the second half of the 1970s. The term heartland rock was first used to describe Midwestern arena rock groups like Kansas, REO Speedwagon and Styx, but which came to be associated with a more socially concerned form of roots rock more directly influenced by folk, country and rock and roll. It has been seen as an American Midwest and Rust Belt counterpart to West Coast country rock and the Southern rock of the American South. Led by figures who had initially been identified with punk and New Wave, it was most strongly influenced by acts such as Bob Dylan, the Byrds, Creedence Clearwater Revival and Van Morrison, and the basic rock of 1960s garage and the Rolling Stones.Exemplified by the commercial success of singer songwriters Bruce Springsteen, Bob Seger, and Tom Petty, along with less widely known acts such as Southside Johnny and the Asbury Jukes and Joe Grushecky and the Houserockers, it was partly a reaction to post-industrial urban decline in the East and Mid-West, often dwelling on issues of social disintegration and isolation, beside a form of good-time rock and roll revivalism. The genre reached its commercial, artistic and influential peak in the mid-1980s, with Springsteen's Born in the USA (1984), topping the charts worldwide and spawning a series of top ten singles, together with the arrival of artists including John Mellencamp, Steve Earle and more gentle singer-songwriters such as Bruce Hornsby. It can also be heard as an influence on artists as diverse as Billy Joel, Kid Rock and the Killers.Heartland rock faded away as a recognized genre by the early 1990s, as rock music in general, and blue-collar and white working class themes in particular, lost influence with younger audiences, and as heartland's artists turned to more personal works. Many heartland rock artists continue to record today with critical and commercial success, most notably Bruce Springsteen, Tom Petty, and John Mellencamp, although their works have become more personal and experimental and no longer fit easily into a single genre. Newer artists whose music would perhaps have been labeled heartland rock had it been released in the 1970s or 1980s, such as Missouri's Bottle Rockets and Illinois' Uncle Tupelo, often find themselves labeled alt-country.
=== Punk rock ===
Punk rock was developed between 1974 and 1976 in the United States and the United Kingdom. Rooted in garage rock and other forms of what is now known as protopunk music, punk rock bands eschewed the perceived excesses of mainstream 1970s rock. They created fast, hard-edged music, typically with short songs, stripped-down instrumentation, and often political, anti-establishment lyrics. Punk embraces a DIY (do it yourself) ethic, with many bands self-producing their recordings and distributing them through informal channels.
By late 1976, acts such as the Ramones and Patti Smith, in New York City, and the Sex Pistols and the Clash, in London, were recognized as the vanguard of a new musical movement. The following year saw punk rock spreading around the world. Punk quickly became a major cultural phenomenon in the UK. The Sex Pistols' live TV skirmish with Bill Grundy on 1 December 1976, was the watershed moment in British punk's transformation into a major media phenomenon, even as some stores refused to stock the records and radio airplay was hard to come by. In May 1977, the Sex Pistols achieved new heights of controversy (and number two on the singles chart) with a song that referenced Queen Elizabeth II, "God Save the Queen", during her Silver Jubilee. For the most part, punk took root in local scenes that tended to reject association with the mainstream. An associated punk subculture emerged, expressing youthful rebellion and characterized by distinctive clothing styles and a variety of anti-authoritarian ideologies.By the beginning of the 1980s, faster, more aggressive styles such as hardcore and Oi! had become the predominant mode of punk rock. This has resulted in several evolved strains of hardcore punk, such as D-beat (a distortion-heavy subgenre influenced by the UK band Discharge), anarcho-punk (such as Crass), grindcore (such as Napalm Death), and crust punk. Musicians identifying with or inspired by punk also pursued a broad range of other variations, giving rise to New wave, post-punk and the alternative rock movement.
=== New wave ===
Although punk rock was a significant social and musical phenomenon, it achieved less in the way of record sales (being distributed by small specialty labels such as Stiff Records), or American radio airplay (as the radio scene continued to be dominated by mainstream formats such as disco and album-oriented rock). Punk rock had attracted devotees from the art and collegiate world and soon bands sporting a more literate, arty approach, such as Talking Heads and Devo began to infiltrate the punk scene; in some quarters the description "new wave" began to be used to differentiate these less overtly punk bands. Record executives, who had been mostly mystified by the punk movement, recognized the potential of the more accessible new wave acts and began aggressively signing and marketing any band that could claim a remote connection to punk or new wave. Many of these bands, such as the Cars and the Go-Go's can be seen as pop bands marketed as new wave; other existing acts, including the Police, the Pretenders and Elvis Costello, used the new wave movement as the springboard for relatively long and critically successful careers, while "skinny tie" bands exemplified by the Knack, or the photogenic Blondie, began as punk acts and moved into more commercial territory.Between 1979 and 1985, influenced by Kraftwerk, Yellow Magic Orchestra, David Bowie and Gary Numan, British new wave went in the direction of such New Romantics as Spandau Ballet, Ultravox, Japan, Duran Duran, A Flock of Seagulls, Culture Club, Talk Talk and the Eurythmics, sometimes using the synthesizer to replace all other instruments. This period coincided with the rise of MTV and led to a great deal of exposure for this brand of synth-pop, creating what has been characterised as a second British Invasion. Some more traditional rock bands adapted to the video age and profited from MTV's airplay, most obviously Dire Straits, whose "Money for Nothing" gently poked fun at the station, despite the fact that it had helped make them international stars, but in general, guitar-oriented rock was commercially eclipsed.
=== Post-punk ===
If hardcore most directly pursued the stripped down aesthetic of punk, and new wave came to represent its commercial wing, post-punk emerged in the later 1970s and early 1980s as its more artistic and challenging side. Major influences beside punk bands were the Velvet Underground, Frank Zappa and Captain Beefheart, and the New York-based no wave scene which placed an emphasis on performance, including bands such as James Chance and the Contortions, DNA and Sonic Youth. Early contributors to the genre included the US bands Pere Ubu, Devo, the Residents and Talking Heads.The first wave of British post-punk included Gang of Four, Siouxsie and the Banshees and Joy Division, who placed less emphasis on art than their US counterparts and more on the dark emotional qualities of their music. Bands like Siouxsie and the Banshees, Bauhaus, the Cure, and the Sisters of Mercy, moved increasingly in this direction to found Gothic rock, which had become the basis of a major sub-culture by the early 1980s. Similar emotional territory was pursued by Australian acts like the Birthday Party and Nick Cave. Members of Bauhaus and Joy Division explored new stylistic territory as Love and Rockets and New Order respectively. Another early post-punk movement was the industrial music developed by British bands Throbbing Gristle and Cabaret Voltaire, and New York-based Suicide, using a variety of electronic and sampling techniques that emulated the sound of industrial production and which would develop into a variety of forms of post-industrial music in the 1980s.The second generation of British post-punk bands that broke through in the early 1980s, including the Fall, the Pop Group, the Mekons, Echo and the Bunnymen and the Teardrop Explodes, tended to move away from dark sonic landscapes. Arguably the most successful band to emerge from post-punk was Ireland's U2, who incorporated elements of religious imagery together with political commentary into their often anthemic music, and by the late 1980s had become one of the biggest bands in the world. Although many post-punk bands continued to record and perform, it declined as a movement in the mid-1980s as acts disbanded or moved off to explore other musical areas, but it has continued to influence the development of rock music and has been seen as a major element in the creation of the alternative rock movement.
=== Emergence of alternative rock ===
The term alternative rock was coined in the early 1980s to describe rock artists who did not fit into the mainstream genres of the time. Bands dubbed "alternative" had no unified style, but were all seen as distinct from mainstream music. Alternative bands were linked by their collective debt to punk rock, through hardcore, New Wave or the post-punk movements. Important alternative rock bands of the 1980s in the US included R.E.M., Hüsker Dü, Jane's Addiction, Sonic Youth, and the Pixies, and in the UK the Cure, New Order, the Jesus and Mary Chain, and the Smiths. Artists were largely confined to independent record labels, building an extensive underground music scene based on college radio, fanzines, touring, and word-of-mouth. They rejected the dominant synth-pop of the early 1980s, marking a return to group-based guitar rock.Few of these early bands achieved mainstream success, although exceptions to this rule include R.E.M., the Smiths, and the Cure. Despite a general lack of spectacular album sales, the original alternative rock bands exerted a considerable influence on the generation of musicians who came of age in the 1980s and ended up breaking through to mainstream success in the 1990s. Styles of alternative rock in the US during the 1980s included jangle pop, associated with the early recordings of R.E.M., which incorporated the ringing guitars of mid-1960s pop and rock, and college rock, used to describe alternative bands that began in the college circuit and college radio, including acts such as 10,000 Maniacs and the Feelies. In the UK, Gothic rock was dominant in the early 1980s, but by the end of the decade, indie or dream pop like Primal Scream, Bogshed, Half Man Half Biscuit and the Wedding Present, and what were dubbed shoegaze bands like My Bloody Valentine, Slowdive, Ride and Lush entered. Particularly vibrant was the Madchester scene, producing such bands as Happy Mondays, Inspiral Carpets and the Stone Roses. The next decade would see the success of grunge in the US and Britpop in the UK, bringing alternative rock into the mainstream.
== Early 1990s–late 2000s ==
=== Grunge ===
Disaffected by commercialized and highly produced pop and rock in the mid-1980s, bands in Washington state (particularly in the Seattle area) formed a new style of rock which sharply contrasted with the mainstream music of the time. The developing genre came to be known as "grunge", a term descriptive of the dirty sound of the music and the unkempt appearance of most musicians, who actively rebelled against the over-groomed images of other artists. Grunge fused elements of hardcore punk and heavy metal into a single sound, and made heavy use of guitar distortion, fuzz, and feedback. The lyrics were typically apathetic and angst-filled, and often concerned themes such as social alienation and entrapment, although it was also known for its dark humor and parodies of commercial rock.Bands such as Green River, Soundgarden, Melvins, and Skin Yard pioneered the genre, with Mudhoney becoming the most successful by the end of the decade. Grunge remained largely a local phenomenon until 1991, when Nirvana's album Nevermind became a huge success, containing the anthemic song "Smells Like Teen Spirit". Nevermind was more melodic than its predecessors, by signing to Geffen Records the band was one of the first to employ traditional corporate promotion and marketing mechanisms such as an MTV video, in store displays and the use of radio "consultants" who promoted airplay at major mainstream rock stations. During 1991 and 1992, other grunge albums such as Pearl Jam's Ten, Soundgarden's Badmotorfinger, and Alice in Chains' Dirt, along with the Temple of the Dog album featuring members of Pearl Jam and Soundgarden, became among the 100 top-selling albums. Major record labels signed most of the remaining grunge bands in Seattle, while a second influx of acts moved to the city in the hope of success. However, with the death of Kurt Cobain and the subsequent break-up of Nirvana in 1994, touring problems for Pearl Jam and the departure of Alice in Chains' lead singer Layne Staley in 1998, the genre began to decline, partly to be overshadowed by Britpop and more commercial sounding post-grunge.
=== Britpop ===
Britpop emerged from the British alternative rock scene of the early 1990s and was characterised by bands particularly influenced by British guitar music of the 1960s and 1970s. The Smiths were a major influence, as were bands of the Madchester scene, which had dissolved in the early 1990s. The movement has been seen partly as a reaction against various US-based, musical and cultural trends in the late 1980s and early 1990s, particularly the grunge phenomenon and as a reassertion of a British rock identity. Britpop was varied in style, but often used catchy tunes and hooks, beside lyrics with particularly British concerns and the adoption of the iconography of the 1960s British Invasion, including the symbols of British identity previously used by the mods. It was launched around 1993 with releases by groups such as Suede and Blur, who were soon joined by others including Oasis, Pulp, Supergrass, and Elastica, who produced a series of successful albums and singles. For a while the contest between Blur and Oasis was built by the popular press into the "Battle of Britpop", initially won by Blur, but with Oasis achieving greater long-term and international success, directly influencing later Britpop bands, such as Ocean Colour Scene and Kula Shaker. Britpop groups brought British alternative rock into the mainstream and formed the backbone of a larger British cultural movement known as Cool Britannia. Although its more popular bands, particularly Blur and Oasis, were able to spread their commercial success overseas, especially to the United States, the movement had largely fallen apart by the end of the decade.
=== Post-grunge ===
The term post-grunge was coined for the generation of bands that followed the emergence into the mainstream and subsequent hiatus of the Seattle grunge bands. Post-grunge bands emulated their attitudes and music, but with a more radio-friendly commercially oriented sound. Often they worked through the major labels and came to incorporate diverse influences from jangle pop, pop-punk, alternative metal or hard rock. The term post-grunge originally was meant to be pejorative, suggesting that they were simply musically derivative, or a cynical response to an "authentic" rock movement. Originally, grunge bands that emerged when grunge was mainstream and were suspected of emulating the grunge sound were pejoratively labelled as post-grunge. From 1994, former Nirvana drummer Dave Grohl's new band, the Foo Fighters, helped popularize the genre and define its parameters.Some post-grunge bands, like Candlebox, were from Seattle, but the subgenre was marked by a broadening of the geographical base of grunge, with bands like Los Angeles' Audioslave, and Georgia's Collective Soul and beyond the US to Australia's Silverchair and Britain's Bush, who all cemented post-grunge as one of the most commercially viable subgenres of the late 1990s. Although male bands predominated post-grunge, female solo artist Alanis Morissette's 1995 album Jagged Little Pill, labelled as post-grunge, also became a multi-platinum hit. Post-grunge morphed during the late 1990s as post-grunge bands like Creed and Nickelback emerged. Bands like Creed and Nickelback took post-grunge into the 21st century with considerable commercial success, abandoning most of the angst and anger of the original movement for more conventional anthems, narratives and romantic songs, and were followed in this vein by newer acts including Shinedown, Seether, 3 Doors Down and Puddle of Mudd.
=== Pop-punk ===
The origins of 1990s pop-punk can be seen in the more song-oriented bands of the 1970s punk movement like Buzzcocks and the Clash, commercially successful new wave acts such as the Jam and the Undertones, and the more hardcore-influenced elements of alternative rock in the 1980s. Pop-punk tends to use power-pop melodies and chord changes with speedy punk tempos and loud guitars. Punk music provided the inspiration for some California-based bands on independent labels in the early 1990s, including Rancid, Pennywise, Weezer and Green Day. In 1994 Green Day moved to a major label and produced the album Dookie, which found a new, largely teenage, audience and proved a surprise diamond-selling success, leading to a series of hit singles, including two number ones in the US. They were soon followed by the eponymous debut from Weezer, which spawned three top ten singles in the US. This success opened the door for the multi-platinum sales of metallic punk band the Offspring with Smash (1994). This first wave of pop punk reached its commercial peak with Green Day's Nimrod (1997) and the Offspring's Americana (1998).A second wave of pop-punk was spearheaded by Blink-182, with their breakthrough album Enema of the State (1999), followed by bands such as Good Charlotte, Simple Plan and Sum 41, who made use of humour in their videos and had a more radio-friendly tone to their music, while retaining the speed, some of the attitude and even the look of 1970s punk. Later pop-punk bands, including All Time Low, the All-American Rejects and Fall Out Boy, had a sound that has been described as closer to 1980s hardcore, while still achieving commercial success.
=== Indie rock ===
In the 1980s the terms indie rock and alternative rock were used interchangeably. By the mid-1990s, as elements of the movement began to attract mainstream interest, particularly grunge and then Britpop, post-grunge and pop-punk, the term alternative began to lose its meaning. Those bands following the less commercial contours of the scene were increasingly referred to by the label indie. They characteristically attempted to retain control of their careers by releasing albums on their own or small independent labels, while relying on touring, word-of-mouth, and airplay on independent or college radio stations for promotion. Linked by an ethos more than a musical approach, the indie rock movement encompassed a wide range of styles, from hard-edged, grunge-influenced bands like the Cranberries and Superchunk, through do-it-yourself experimental bands like Pavement, to punk-folk singers such as Ani DiFranco. It has been noted that indie rock has a relatively high proportion of female artists compared with preceding rock genres, a tendency exemplified by the development of feminist-informed Riot grrrl music. Many countries have developed an extensive local indie scene, flourishing with bands with enough popularity to survive inside the respective country, but virtually unknown outside them.By the end of the 1990s many recognisable subgenres, most with their origins in the late 1980s alternative movement, were included under the umbrella of indie. Lo-fi eschewed polished recording techniques for a D.I.Y. ethos and was spearheaded by Beck, Sebadoh and Pavement. The work of Talk Talk and Slint helped inspire both post rock, an experimental style influenced by jazz and electronic music, pioneered by Bark Psychosis and taken up by acts such as Tortoise, Stereolab, and Laika, as well as leading to more dense and complex, guitar-based math rock, developed by acts like Polvo and Chavez. Space rock looked back to progressive roots, with drone heavy and minimalist acts like Spacemen 3, the two bands created out of its split, Spectrum and Spiritualized, and later groups including Flying Saucer Attack, Godspeed You! Black Emperor and Quickspace. In contrast, Sadcore emphasised pain and suffering through melodic use of acoustic and electronic instrumentation in the music of bands like American Music Club and Red House Painters, while the revival of baroque pop reacted against lo-fi and experimental music by placing an emphasis on melody and classical instrumentation, with artists like Arcade Fire, Belle and Sebastian and Rufus Wainwright.
=== Alternative metal, rap rock and nu metal ===
Alternative metal emerged from the hardcore scene of alternative rock in the US in the later 1980s, but gained a wider audience after grunge broke into the mainstream in the early 1990s. Early alternative metal bands mixed a wide variety of genres with hardcore and heavy metal sensibilities, with acts like Jane's Addiction and Primus using progressive rock, Soundgarden and Corrosion of Conformity using garage punk, the Jesus Lizard and Helmet mixing noise rock, Ministry and Nine Inch Nails influenced by industrial music, Monster Magnet moving into psychedelia, Pantera, Sepultura and White Zombie creating groove metal, while Biohazard, Limp Bizkit and Faith No More turned to hip hop and rap.
Hip hop had gained attention from rock acts in the early 1980s, including the Clash with "The Magnificent Seven" (1980) and Blondie with "Rapture" (1980). Early crossover acts included Run DMC and the Beastie Boys. Detroit rapper Esham became known for his "acid rap" style, which fused rapping with a sound that was often based in rock and heavy metal. Rappers who sampled rock songs included Ice-T, the Fat Boys, LL Cool J, Public Enemy and Whodini. The mixing of thrash metal and rap was pioneered by Anthrax on their 1987 comedy-influenced single "I'm the Man".In 1990, Faith No More broke into the mainstream with their single "Epic", often seen as the first truly successful combination of heavy metal with rap. This paved the way for the success of existing bands like 24-7 Spyz and Living Colour, and new acts including Rage Against the Machine and Red Hot Chili Peppers, who all fused rock and hip hop among other influences. Among the first wave of performers to gain mainstream success as rap rock were 311, Bloodhound Gang, and Kid Rock. A more metallic sound – nu metal – was pursued by bands including Limp Bizkit, Korn and Slipknot. Later in the decade this style, which contained a mix of grunge, punk, metal, rap and turntable scratching, spawned a wave of successful bands like Linkin Park, P.O.D. and Staind, who were often classified as rap metal or nu metal, the first of which are the best-selling band of the genre.In 2001, nu metal reached its peak with albums like Staind's Break the Cycle, P.O.D's Satellite, Slipknot's Iowa and Linkin Park's Hybrid Theory. New bands also emerged like Disturbed, Godsmack and Papa Roach, whose major label début Infest became a platinum hit. Korn's long-awaited fifth album Untouchables, and Papa Roach's second album Lovehatetragedy, did not sell as well as their previous releases, while nu metal bands were played more infrequently on rock radio stations and MTV began focusing on pop punk and emo. Since then, many bands have changed to a more conventional hard rock, heavy metal, or electronic music sound.
=== Post-Britpop ===
From about 1997, as dissatisfaction grew with the concept of Cool Britannia, and Britpop as a movement began to dissolve, emerging bands began to avoid the Britpop label while still producing music derived from it. Many of these bands tended to mix elements of British traditional rock (or British trad rock), particularly the Beatles, Rolling Stones and Small Faces, with American influences, including post-grunge. Drawn from across the United Kingdom (with several important bands emerging from the north of England, Scotland, Wales and Northern Ireland), the themes of their music tended to be less parochially centered on British, English and London life and more introspective than had been the case with Britpop at its height. This, beside a greater willingness to engage with the American press and fans, may have helped some of them in achieving international success. Several alternative bands that had enjoyed some success during the mid-1990s, but did not find major commercial success until the late 1990s included the Verve and Radiohead. After the decline of Britpop they began to gain more critical and popular attention. The Verve's album Urban Hymns (1997) was a worldwide hit, and Radiohead achieved near-universal critical acclaim with their experimental third album OK Computer (1997), as well as its follow-up Kid A (2000).
Post-Britpop bands have been seen as presenting the image of the rock star as an ordinary person and their increasingly melodic music was criticised for being bland or derivative. Post-Britpop bands like Travis from The Man Who (1999), Stereophonics from Performance and Cocktails (1999), Feeder from Echo Park (2001), and particularly Coldplay from their debut album Parachutes (2000), achieved much wider international success than most of the Britpop groups that had preceded them, and were some of the most commercially successful acts of the late 1990s and early 2000s, arguably providing a launchpad for the subsequent garage rock revival and post-punk revival, which has also been seen as a reaction to their introspective brand of rock.
=== Post-hardcore and emo ===
Post-hardcore developed in the US, particularly in the Chicago and Washington, DC areas, in the early to mid-1980s, with bands that were inspired by the do-it-yourself ethics and guitar-heavy music of hardcore punk, but influenced by post-punk, adopting longer song formats, more complex musical structures and sometimes more melodic vocal styles.Emo also emerged from the hardcore scene in 1980s Washington, D.C., initially as "emocore", used as a term to describe bands who favored expressive vocals over the more common abrasive, barking style. The early emo scene operated as an underground, with short-lived bands releasing small-run vinyl records on tiny independent labels. Emo broke into mainstream culture in the early 2000s with the platinum-selling success of Jimmy Eat World's Bleed American (2001) and Dashboard Confessional's The Places You Have Come to Fear the Most (2003). The new emo had a much more mainstream sound than in the 1990s and a far greater appeal amongst adolescents than its earlier incarnations. At the same time, use of the term emo expanded beyond the musical genre, becoming associated with fashion, a hairstyle and any music that expressed emotion. By 2003 post-hardcore bands had also caught the attention of major labels and began to enjoy mainstream success in the album charts. A number of these bands were seen as a more aggressive offshoot of emo and given the often vague label of screamo.
=== Garage rock and post-punk revivals ===
In the early 2000s, a new group of bands that played a stripped down and back-to-basics version of guitar rock, emerged into the mainstream. They were variously characterised as part of a garage rock, post-punk or New Wave revival. Because the bands came from across the globe, cited diverse influences (from traditional blues, through New Wave to grunge), and adopted differing styles of dress, their unity as a genre has been disputed. There had been attempts to revive garage rock and elements of punk in the 1980s and 1990s and by 2000 scenes had grown up in several countries.The commercial breakthrough from these scenes was led by four bands: the Strokes, who emerged from the New York club scene with their début album Is This It (2001); the White Stripes, from Detroit, with their third album White Blood Cells (2001); the Hives from Sweden after their compilation album Your New Favourite Band (2001); and the Vines from Australia with Highly Evolved (2002). They were christened by the media as the "The" bands, and dubbed "The saviours of rock 'n' roll", leading to accusations of hype. A second wave of bands that gained international recognition due to the movement included Black Rebel Motorcycle Club, the Killers, Interpol and Kings of Leon from the US, the Libertines, Arctic Monkeys, Bloc Party, Kaiser Chiefs and Franz Ferdinand from the UK, Jet from Australia, and the Datsuns and the D4 from New Zealand.
=== Digital electronic rock ===
In the 2000s, as computer technology became more accessible and music software advanced, it became possible to create high quality music using little more than a single laptop computer. This resulted in a massive increase in the amount of home-produced electronic music available to the general public via the expanding internet, and new forms of performance such as laptronica and live coding. These techniques also began to be used by existing bands and by developing genres that mixed rock with digital techniques and sounds, including indie electronic, electroclash, dance-punk and new rave.
== 2010s–2020s ==
=== Decline in mainstream dominance ===
During the 2010s, rock music declined from its position as the major popular music genre, now sharing with electronic dance and hip hop, the latter of which had surpassed it as the most consumed musical genre in the United States by 2017. The rise of streaming and the advent of technology, which changed approaches toward music creation, were cited as major factors. Ken Partridge of Genius suggested that hip-hop became more popular because it is a more transformative genre and does not need to rely on past sounds and that there is a direct connection to the decline of rock music and changing social attitudes during the 2010s. Bill Flanagan, in a 2016 opinion piece for The New York Times, compared the state of rock during this period to the state of jazz in the early 1980s, "slowing down and looking back." Vice suggests that this decline in popularity could actually benefit the genre by attracting outsiders with "something to prove and nothing to gain."The rock bands which had chart success in the 2010s were mostly associated with the trends that had been popular in the 2000s rather than reflecting new scenes. Outside of the charts, the commercialisation of rock festivals was a major theme of the decade, with both global megafestivals such as Coachella, Glastonbury and Roskilde, and smaller-scale local festivals expanding.In the early 2020s, the COVID-19 pandemic, the virus brought extreme changes to the rock scene worldwide. Restrictions, such as quarantine rules, caused widespread cancellations and postponements of concerts, tours, festivals, album releases, award ceremonies, and competitions. Some artists resorted to giving online performances to keep their careers active. Another scheme to circumvent the quarantine limitations was used at a concert of Danish rock musician Mads Langer: the audience watched the performance from inside their cars, much like in a drive-in theater. Musically, the pandemic led to a surge in new releases from the slower, less energetic, and more acoustic subgenres of rock music. The industry raised funds to help itself through efforts such as Crew Nation, a relief fund for live music crews organised by Livenation.
=== Pop punk and post-punk revivals ===
At the start of the 2020s, recording artists in both pop and rap music released popular pop-punk recordings, many of them produced or assisted by Blink-182 drummer Travis Barker. Representing a commercial resurgence for the genre, these acts included Machine Gun Kelly, Willow Smith, Trippie Redd, Halsey, Yungblud, and Olivia Rodrigo. The popularity of the social media platform TikTok helped spark nostalgia for the angst-driven musical style among young listeners during the pandemic. Among the most successful of these releases have been Machine Gun Kelly's 2020 album Tickets to My Downfall, which topped the Billboard 200, and Rodrigo's number-one hit single "Good 4 U" (2021).In the mid-to-late 2010s and early 2020s, a new wave of post-punk bands from Britain and Ireland emerged. The groups in this scene have been described with the term "Crank Wave" by NME and The Quietus in 2019, and as "Post-Brexit New Wave" by NPR writer Matthew Perpetua in 2021. Artists that have been identified as part of the style include Black Midi, Wet Leg, Squid, Black Country, New Road, Dry Cleaning, Shame, Sleaford Mods, Fontaines D.C., The Murder Capital, Idles and Yard Act. Post-punk artists that attained prominence in the 2010s and early 2020s from other countries besides the UK included Parquet Courts, Protomartyr and Geese (United States), Preoccupations (Canada), Iceage (Denmark), and Viagra Boys (Sweden).
== Social impact ==
Different subgenres of rock were adopted by, and became central to, the identity of a large number of sub-cultures. In the 1950s and 1960s, respectively, British youths adopted the Teddy Boy and Rocker subcultures, which revolved around US rock and roll. The counterculture of the 1960s was closely associated with psychedelic rock. The mid-late 1970s punk subculture began in the US, but it was given a distinctive look by British designer Vivienne Westwood, a look which spread worldwide. Out of the punk scene, the Goth and Emo subcultures grew, both of which presented distinctive visual styles.
When an international rock culture developed, it supplanted cinema as the major sources of fashion influence. Paradoxically, followers of rock music have often mistrusted the world of fashion, which has been seen as elevating image above substance. Rock fashions have been seen as combining elements of different cultures and periods, as well as expressing divergent views on sexuality and gender, and rock music in general has been noted and criticised for facilitating greater sexual freedom. Rock has also been associated with various forms of drug use, including the amphetamines taken by mods in the early to mid-1960s, through the LSD, mescaline, hashish and other hallucinogenic drugs linked with psychedelic rock in the mid-late 1960s and early 1970s; and sometimes to cannabis, cocaine and heroin, all of which have been eulogised in song.Rock has been credited with changing attitudes to race by opening up African-American culture to white audiences; but at the same time, rock has been accused of appropriating and exploiting that culture. While rock music has absorbed many influences and introduced Western audiences to different musical traditions, the global spread of rock music has been interpreted as a form of cultural imperialism. Rock music inherited the folk tradition of protest song, making political statements on subjects such as war, religion, poverty, civil rights, justice and the environment. Political activism reached a mainstream peak with the "Do They Know It's Christmas?" single (1984) and Live Aid concert for Ethiopia in 1985, which, while raising awareness of world poverty and funds for aid, have also been criticised (along with similar events), for providing a stage for self-aggrandisement and increased profits for the rock stars involved.Since its early development, rock music has been associated with rebellion against social and political norms, most in early rock and roll's rejection of an adult-dominated culture, the counterculture's rejection of consumerism and conformity and punk's rejection of all forms of social convention, however, it can also be seen as providing a means of commercial exploitation of such ideas and of diverting youth away from political action.
=== Role of women ===
Professional women instrumentalists are uncommon in rock genres such as heavy metal although bands such as Within Temptation have featured women as lead singers with men playing instruments. According to Schaap and Berkers, "playing in a band is a male homosocial activity, that is, learning to play in a band is a peer-based ... experience, shaped by existing sex-segregated friendship networks. They note that rock music "is often defined as a form of male rebellion vis-à-vis female bedroom culture." (The theory of "bedroom culture" argues that society influences girls to not engage in crime and deviance by virtually trapping them in their bedroom; it was identified by a sociologist named Angela McRobbie.) In popular music, there has been a gendered "distinction between public (male) and private (female) participation" in music. "Several scholars have argued that men exclude women from bands or from the bands' rehearsals, recordings, performances, and other social activities". "Women are regarded as passive and private consumers of slick, prefabricated – hence, inferior – pop music ..., excluding them from participating as high status rock musicians". One of the reasons that there are mixed gender bands is that "bands operate as tight-knit units in which homosocial solidarity – social bonds between people of the same sex ... – plays a crucial role". In the 1960s rock music scene, "singing was sometimes an acceptable pastime for a girl, but playing an instrument ... simply wasn't done"."The rebellion of rock music was a male rebellion; the women – often, in the 1950s and '60s, girls in their teens – in rock sang songs as personæ dependent on their macho boyfriends ...". Philip Auslander says that "Although there were many women in rock by the late 1960s, most performed only as singers, a feminine position in popular music". Though some women played instruments in American all-female garage rock bands, none of these bands achieved more than regional success. So they "did not provide viable templates for women's on-going participation in rock". In relation to the gender composition of heavy metal bands, it has been said that "[h]eavy metal performers are almost exclusively male" "...at least until the mid-1980s" apart from "...exceptions such as Girlschool". However, "...now [in the 2010s] maybe more than ever–strong metal women have put up their dukes and got down to it", "carv[ing] out a considerable place for [them]selves." When Suzi Quatro emerged in 1973, "no other prominent female musician worked in rock simultaneously as a singer, instrumentalist, songwriter, and bandleader". According to Auslander, she was "kicking down the male door in rock and roll and proving that a female musician ... and this is a point I am extremely concerned about ... could play as well if not better than the boys".An all-female band is a musical group in genres such as rock and blues which is composed of female musicians. This is distinct from a girl group, in which the female members are vocalists, though this terminology is not universally followed.
== See also ==
List of rock genres
List of mainstream rock performers
== Notes ==
== References ==
== Further reading and listening ==
Bogdanov, V.; Woodstra, C.; Erlewine, S. T., eds. (2002). All Music Guide to Rock: the Definitive Guide to Rock, Pop, and Soul (3rd ed.). Milwaukee, WI: Backbeat Books. ISBN 0-87930-653-X.
Christgau, Robert (1992). "B.E.: A Dozen Moments in the Prehistory of Rock and Roll". Details.
Gilliland, John (1969). "Crammer: A lively cram course on the history of rock and some other things" (audio). Pop Chronicles. University of North Texas Libraries.
Robinson, Richard. Pop, Rock, and Soul. New York: Pyramid Books, 1972. ISBN 0-0515-2660-3.
Shepherd, J., ed. (2003). Continuum Encyclopedia of Popular Music of the World: Volume II: Performance and Production. New York: Continuum. ISBN 0-8264-6322-3.
Szatmary, David P. Rockin' in Time: a Social History of Rock-and-Roll. Third ed. Upper Saddle River NJ: Prentice-Hall, 1996. xvi, 320 p., ill., mostly with b&w photos. ISBN 0-13-440678-8.
== External links ==
Rock music at Curlie
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Marriage
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Marriage, also called matrimony or wedlock, is a culturally and often legally recognized union between people called spouses. It establishes rights and obligations between them, as well as between them and their children (if any), and between them and their in-laws. It is nearly a cultural universal, but the definition of marriage varies between cultures and religions, and over time. Typically, it is an institution in which interpersonal relationships, usually sexual, are acknowledged or sanctioned. In some cultures, marriage is recommended or considered to be compulsory before pursuing any sexual activity. A marriage ceremony is called a wedding.
Individuals may marry for several reasons, including legal, social, libidinal, emotional, financial, spiritual, political, and religious purposes. In some areas of the world, arranged marriage, child marriage, polygamy, coverture and forced marriage are practiced, while other outlawed them to protect human rights. Around the world, there has been a general trend towards ensuring equal rights for women and legally recognizing the marriages of interfaith, interracial/interethnic/inter-caste, and same-sex couples. Debates persist regarding the legal status of married women, leniency towards violence within marriage, customs such as dowry and bride price, marriageable age, and criminalization of premarital and extramarital sex. Female age at marriage has proven to be a strong indicator for female autonomy and is continuously used by economic history research.Marriage can be recognized by a state, an organization, a religious authority, a tribal group, a local community, or peers. It is often viewed as a contract. A religious marriage is performed by a religious institution to recognize and create the rights and obligations intrinsic to matrimony in that religion. Religious marriage is known variously as sacramental marriage in Catholicism, nikah in Islam, nissuin in Judaism, and various other names in other faith traditions, each with their own constraints as to what constitutes, and who can enter into, a valid religious marriage.
== Etymology ==
The word "marriage" derives from Middle English mariage, which first appears in 1250–1300 CE. This, in turn, is derived from Old French, marier (to marry), and ultimately Latin, marītāre, meaning to provide with a husband or wife and marītāri meaning to get married. The adjective marīt-us -a, -um meaning matrimonial or nuptial could also be used in the masculine form as a noun for "husband" and in the feminine form for "wife". The related word "matrimony" derives from the Old French word matremoine, which appears around 1300 CE and ultimately derives from Latin mātrimōnium, which combines the two concepts: mater meaning "mother" and the suffix -monium signifying "action, state, or condition".
== Definitions ==
Anthropologists have proposed several competing definitions of marriage in an attempt to encompass the wide variety of marital practices observed across cultures. Even within Western culture, "definitions of marriage have careened from one extreme to another and everywhere in between" (as Evan Gerstmann has put it).
=== Relation recognized by custom or law ===
In The History of Human Marriage (1891), Edvard Westermarck defined marriage as "a more or less durable connection between male and female lasting beyond the mere act of propagation till after the birth of the offspring." In The Future of Marriage in Western Civilization (1936), he rejected his earlier definition, instead provisionally defining marriage as "a relation of one or more men to one or more women that is recognized by custom or law".
=== Legitimacy of offspring ===
The anthropological handbook Notes and Queries (1951) defined marriage as "a union between a man and a woman such that children born to the woman are the recognized legitimate offspring of both partners." In recognition of a practice by the Nuer people of Sudan allowing women to act as a husband in certain circumstances (the ghost marriage), Kathleen Gough suggested modifying this to "a woman and one or more other persons."In an analysis of marriage among the Nayar, a polyandrous society in India, Gough found that the group lacked a husband role in the conventional sense. The husband role, unitary in the west, was instead divided between a non-resident "social father" of the woman's children, and her lovers, who were the actual procreators. None of these men had legal rights to the woman's child. This forced Gough to disregard sexual access as a key element of marriage and to define it in terms of legitimacy of offspring alone: marriage is "a relationship established between a woman and one or more other persons, which provides a child born to the woman under circumstances not prohibited by the rules of relationship, is accorded full birth-status rights common to normal members of his society or social stratum."Economic anthropologist Duran Bell has criticized the legitimacy-based definition on the basis that some societies do not require marriage for legitimacy. He argued that a legitimacy-based definition of marriage is circular in societies where illegitimacy has no other legal or social implications for a child other than the mother being unmarried.
=== Collection of rights ===
Edmund Leach criticized Gough's definition for being too restrictive in terms of recognized legitimate offspring and suggested that marriage be viewed in terms of the different types of rights it serves to establish. In a 1955 article in Man, Leach argued that no one definition of marriage applied to all cultures. He offered a list of ten rights associated with marriage, including sexual monopoly and rights with respect to children, with specific rights differing across cultures. Those rights, according to Leach, included:
"To establish a legal father of a woman's children.
To establish a legal mother of a man's children.
To give the husband a monopoly in the wife's sexuality.
To give the wife a monopoly in the husband's sexuality.
To give the husband partial or monopolistic rights to the wife's domestic and other labor services.
To give the wife partial or monopolistic rights to the husband's domestic and other labor services.
To give the husband partial or total control over property belonging or potentially accruing to the wife.
To give the wife partial or total control over property belonging or potentially accruing to the husband.
To establish a joint fund of property – a partnership – for the benefit of the children of the marriage.
To establish a socially significant 'relationship of affinity' between the husband and his wife's brothers."
=== Right of sexual access ===
In a 1997 article in Current Anthropology, Duran Bell describes marriage as "a relationship between one or more men (male or female) in severalty to one or more women that provides those men with a demand-right of sexual access within a domestic group and identifies women who bear the obligation of yielding to the demands of those specific men." In referring to "men in severalty", Bell is referring to corporate kin groups such as lineages which, in having paid bride price, retain a right in a woman's offspring even if her husband (a lineage member) deceases (Levirate marriage). In referring to "men (male or female)", Bell is referring to women within the lineage who may stand in as the "social fathers" of the wife's children born of other lovers. (See Nuer "ghost marriage".)
== Types ==
=== Monogamy ===
Monogamy is a form of marriage in which an individual has only one spouse during their lifetime or at any one time (serial monogamy).
Anthropologist Jack Goody's comparative study of marriage around the world utilizing the Ethnographic Atlas found a strong correlation between intensive plough agriculture, dowry and monogamy. This pattern was found in a broad swath of Eurasian societies from Japan to Ireland. The majority of Sub-Saharan African societies that practice extensive hoe agriculture, in contrast, show a correlation between "bride price" and polygamy. A further study drawing on the Ethnographic Atlas showed a statistical correlation between increasing size of the society, the belief in "high gods" to support human morality, and monogamy.In the countries which do not permit polygamy, a person who marries in one of those countries a person while still being lawfully married to another commits the crime of bigamy. In all cases, the second marriage is considered legally null and void. Besides the second and subsequent marriages being void, the bigamist is also liable to other penalties, which also vary between jurisdictions.
==== Serial monogamy ====
Governments that support monogamy may allow easy divorce. In a number of Western countries, divorce rates approach 50%. Those who remarry do so usually no more than three times. Divorce and remarriage can thus result in "serial monogamy", i.e. having multiple marriages but only one legal spouse at a time. This can be interpreted as a form of plural mating, as are those societies dominated by female-headed families in the Caribbean, Mauritius and Brazil where there is frequent rotation of unmarried partners. In all, these account for 16 to 24% of the "monogamous" category.Serial monogamy creates a new kind of relative, the "ex-". The "ex-wife", for example, may remain an active part of her "ex-husband's" or "ex-wife's" life, as they may be tied together by transfers of resources (alimony, child support), or shared child custody. Bob Simpson notes that in the British case, serial monogamy creates an "extended family" – a number of households tied together in this way, including mobile children (possible exes may include an ex-wife, an ex-brother-in-law, etc., but not an "ex-child"). These "unclear families" do not fit the mould of the monogamous nuclear family. As a series of connected households, they come to resemble the polygynous model of separate households maintained by mothers with children, tied by a male to whom they are married or divorced.
=== Polygamy ===
Polygamy is a marriage which includes more than two spouses. When a man is married to more than one wife at a time, the relationship is called polygyny, and there is no marriage bond between the wives; and when a woman is married to more than one husband at a time, it is called polyandry, and there is no marriage bond between the husbands. If a marriage includes multiple husbands or wives, it can be called group marriage.A molecular genetic study of global human genetic diversity argued that sexual polygyny was typical of human reproductive patterns until the shift to sedentary farming communities approximately 10,000 to 5,000 years ago in Europe and Asia, and more recently in Africa and the Americas. As noted above, Anthropologist Jack Goody's comparative study of marriage around the world utilizing the Ethnographic Atlas found that the majority of Sub-Saharan African societies that practice extensive hoe agriculture show a correlation between "Bride price" and polygamy. A survey of other cross-cultural samples has confirmed that the absence of the plough was the only predictor of polygamy, although other factors such as high male mortality in warfare (in non-state societies) and pathogen stress (in state societies) had some impact.Marriages are classified according to the number of legal spouses an individual has. The suffix "-gamy" refers specifically to the number of spouses, as in bi-gamy (two spouses, generally illegal in most nations), and poly-gamy (more than one spouse).
Societies show variable acceptance of polygamy as a cultural ideal and practice. According to the Ethnographic Atlas, of 1,231 societies noted, 186 were monogamous; 453 had occasional polygyny; 588 had more frequent polygyny, and 4 had polyandry. However, as Miriam Zeitzen writes, social tolerance for polygamy is different from the practice of polygamy, since it requires wealth to establish multiple households for multiple wives. The actual practice of polygamy in a tolerant society may actually be low, with the majority of aspirant polygamists practicing monogamous marriage. Tracking the occurrence of polygamy is further complicated in jurisdictions where it has been banned, but continues to be practiced (de facto polygamy).Zeitzen also notes that Western perceptions of African society and marriage patterns are biased by "contradictory concerns of nostalgia for traditional African culture versus critique of polygamy as oppressive to women or detrimental to development." Polygamy has been condemned as being a form of human rights abuse, with concerns arising over domestic abuse, forced marriage, and neglect. The vast majority of the world's countries, including virtually all of the world's developed nations, do not permit polygamy. There have been calls for the abolition of polygamy in developing countries.
==== Polygyny ====
Polygyny usually grants wives equal status, although the husband may have personal preferences. One type of de facto polygyny is concubinage, where only one woman gets a wife's rights and status, while other women remain legal house mistresses.
Although a society may be classified as polygynous, not all marriages in it necessarily are; monogamous marriages may in fact predominate. It is to this flexibility that Anthropologist Robin Fox attributes its success as a social support system: "This has often meant – given the imbalance in the sex ratios, the higher male infant mortality, the shorter life span of males, the loss of males in wartime, etc. – that often women were left without financial support from husbands. To correct this condition, females had to be killed at birth, remain single, become prostitutes, or be siphoned off into celibate religious orders. Polygynous systems have the advantage that they can promise, as did the Mormons, a home and family for every woman."Nonetheless, polygyny is a gender issue which offers men asymmetrical benefits. In some cases, there is a large age discrepancy (as much as a generation) between a man and his youngest wife, compounding the power differential between the two. Tensions not only exist between genders, but also within genders; senior and junior men compete for wives, and senior and junior wives in the same household may experience radically different life conditions, and internal hierarchy. Several studies have suggested that the wive's relationship with other women, including co-wives and husband's female kin, are more critical relationships than that with her husband for her productive, reproductive and personal achievement. In some societies, the co-wives are relatives, usually sisters, a practice called sororal polygyny; the pre-existing relationship between the co-wives is thought to decrease potential tensions within the marriage.Fox argues that "the major difference between polygyny and monogamy could be stated thus: while plural mating occurs in both systems, under polygyny several unions may be recognized as being legal marriages while under monogamy only one of the unions is so recognized. Often, however, it is difficult to draw a hard and fast line between the two."As polygamy in Africa is increasingly subject to legal limitations, a variant form of de facto (as opposed to legal or de jure) polygyny is being practiced in urban centers. Although it does not involve multiple (now illegal) formal marriages, the domestic and personal arrangements follow old polygynous patterns. The de facto form of polygyny is found in other parts of the world as well (including some Mormon sects and Muslim families in the United States).
In some societies such as the Lovedu of South Africa, or the Nuer of the Sudan, aristocratic women may become female 'husbands.' In the Lovedu case, this female husband may take a number of polygamous wives. This is not a lesbian relationship, but a means of legitimately expanding a royal lineage by attaching these wives' children to it. The relationships are considered polygynous, not polyandrous, because the female husband is in fact assuming masculine gendered political roles.Religious groups have differing views on the legitimacy of polygyny. It is allowed in Islam and Confucianism. Judaism and Christianity have mentioned practices involving polygyny in the past, however, outright religious acceptance of such practices was not addressed until its rejection in later passages. They do explicitly prohibit polygyny today.
==== Polyandry ====
Polyandry is notably more rare than polygyny, though less rare than the figure commonly cited in the Ethnographic Atlas (1980) which listed only those polyandrous societies found in the Himalayan Mountains. More recent studies have found 53 societies outside the 28 found in the Himalayans which practice polyandry. It is most common in egalitarian societies marked by high male mortality or male absenteeism. It is associated with partible paternity, the cultural belief that a child can have more than one father.The explanation for polyandry in the Himalayan Mountains is related to the scarcity of land; the marriage of all brothers in a family to the same wife (fraternal polyandry) allows family land to remain intact and undivided. If every brother married separately and had children, family land would be split into unsustainable small plots. In Europe, this was prevented through the social practice of impartible inheritance (the dis-inheriting of most siblings, some of whom went on to become celibate monks and priests).
==== Plural marriage ====
Group marriage (also known as multi-lateral marriage) is a form of polyamory in which more than two persons form a family unit, with all the members of the group marriage being considered to be married to all the other members of the group marriage, and all members of the marriage share parental responsibility for any children arising from the marriage. No country legally condones group marriages, neither under the law nor as a common law marriage, but historically it has been practiced by some cultures of Polynesia, Asia, Papua New Guinea and the Americas – as well as in some intentional communities and alternative subcultures such as the Oneida Perfectionists in up-state New York. Of the 250 societies reported by the American anthropologist George Murdock in 1949, only the Kaingang of Brazil had any group marriages at all.
=== Child marriage ===
A child marriage is a marriage where one or both spouses are under the age of 18. It is related to child betrothal and teenage pregnancy.
Child marriage was common throughout history, even up until the 1900s in the United States, where in 1880 CE, in the state of Delaware, the age of consent for marriage was 7 years old. Still, in 2017, over half of the 50 United States have no explicit minimum age to marry and several states set the age as low as 14. Today it is condemned by international human rights organizations. Child marriages are often arranged between the families of the future bride and groom, sometimes as soon as the girl is born. However, in the late 1800s in England and the United States, feminist activists began calling for raised age of consent laws, which was eventually handled in the 1920s, having been raised to 16–18.Child marriages can also occur in the context of bride kidnapping.In the year 1552 CE, John Somerford and Jane Somerford Brereton were both married at the ages of 3 and 2, respectively. Twelve years later, in 1564, John filed for divorce.While child marriage is observed for both boys and girls, the overwhelming majority of child spouses are girls. In many cases, only one marriage-partner is a child, usually the female, due to the importance placed upon female virginity. Causes of child marriage include poverty, bride price, dowry, laws that allow child marriages, religious and social pressures, regional customs, fear of remaining unmarried, and perceived inability of women to work for money.
Today, child marriages are widespread in parts of the world; being most common in South Asia and sub-Saharan Africa, with more than half of the girls in some countries in those regions being married before 18. The incidence of child marriage has been falling in most parts of the world. In developed countries, child marriage is outlawed or restricted.
Girls who marry before 18 are at greater risk of becoming victims of domestic violence, than those who marry later, especially when they are married to a much older man.
=== Same-sex and third-gender marriages ===
Several kinds of same-sex marriages have been documented in Indigenous and lineage-based cultures. In the Americas, We'wha (Zuni), was a lhamana (male individuals who, at least some of the time, dress and live in the roles usually filled by women in that culture); a respected artist, We'wha served as an emissary of the Zuni to Washington, where he met President Grover Cleveland. We'wha had at least one husband who was generally recognized as such.While it is a relatively new practice to grant same-sex couples the same form of legal marital recognition as commonly granted to mixed-sex couples, there is some history of recorded same-sex unions around the world. Ancient Greek same-sex relationships were like modern companionate marriages, unlike their different-sex marriages in which the spouses had few emotional ties, and the husband had freedom to engage in outside sexual liaisons. The Codex Theodosianus (C. Th. 9.7.3) issued in 438 CE imposed severe penalties or death on same-sex relationships, but the exact intent of the law and its relation to social practice is unclear, as only a few examples of same-sex relationships in that culture exist. Same-sex unions were celebrated in some regions of China, such as Fujian. Possibly the earliest documented same-sex wedding in Latin Christendom occurred in Rome, Italy, at the San Giovanni a Porta Latina basilica in 1581.
=== Temporary marriages ===
Several cultures have practised temporary and conditional marriages. Examples include the Celtic practice of handfasting and fixed-term marriages in the Muslim community. Pre-Islamic Arabs practiced a form of temporary marriage that carries on today in the practice of Nikah mut‘ah, a fixed-term marriage contract. The Islamic prophet Muhammad sanctioned a temporary marriage – sigheh in Iran and muta'a in Iraq – which can provide a legitimizing cover for sex workers. The same forms of temporary marriage have been used in Egypt, Lebanon and Iran to make the donation of a human ova legal for in vitro fertilisation; a woman cannot, however, use this kind of marriage to obtain a sperm donation. Muslim controversies related to Nikah Mut'ah have resulted in the practice being confined mostly to Shi'ite communities. The matrilineal Mosuo of China practice what they call "walking marriage".
=== Cohabitation ===
In some jurisdictions cohabitation, in certain circumstances, may constitute a common-law marriage, an unregistered partnership, or otherwise provide the unmarried partners with various rights and responsibilities; and in some countries, the laws recognize cohabitation in lieu of institutional marriage for taxation and social security benefits. This is the case, for example, in Australia. Cohabitation may be an option pursued as a form of resistance to traditional institutionalized marriage. However, in this context, some nations reserve the right to define the relationship as marital, or otherwise to regulate the relation, even if the relation has not been registered with the state or a religious institution.Conversely, institutionalized marriages may not involve cohabitation. In some cases, couples living together do not wish to be recognized as married. This may occur because pension or alimony rights are adversely affected; because of taxation considerations; because of immigration issues, or for other reasons. Such marriages have also been increasingly common in Beijing. Guo Jianmei, director of the center for women's studies at Beijing University, told a Newsday correspondent, "Walking marriages reflect sweeping changes in Chinese society." A "walking marriage" refers to a type of temporary marriage formed by the Mosuo of China, in which male partners live elsewhere and make nightly visits. A similar arrangement in Saudi Arabia, called misyar marriage, also involves the husband and wife living separately but meeting regularly.
== Partner selection ==
There is wide cross-cultural variation in the social rules governing the selection of a partner for marriage. There is variation in the degree to which partner selection is an individual decision by the partners or a collective decision by the partners' kin groups, and there is variation in the rules regulating which partners are valid choices.
The United Nations World Fertility Report of 2003 reports that 89% of all people get married before age forty-nine. The percent of women and men who marry before age forty-nine drops to nearly 50% in some nations and reaches near 100% in other nations.In other cultures with less strict rules governing the groups from which a partner can be chosen the selection of a marriage partner may involve either the couple going through a selection process of courtship or the marriage may be arranged by the couple's parents or an outside party, a matchmaker.
=== Age difference ===
Some people want to marry a person that is older or younger than them. This may impact marital stability and partners with more than a 10-year gap in age tend to experience social disapproval In addition, older women (older than 35) have increased health risks when getting pregnant (which may only be an issue if the couple indeed intends on having children).
=== Social status and wealth ===
Some people want to marry a person with higher or lower status than them. Others want to marry people who have similar status. In many societies, women marry men who are of higher social status. There are marriages where each party has sought a partner of similar status. There are other marriages in which the man is older than the woman.Some persons also wish to engage in transactional relationship for money rather than love (thus a type of marriage of convenience). Such people are sometimes referred to as gold diggers. Separate property systems can however be used to prevent property of being passed on to partners after divorce or death.
Higher income men are more likely to marry and less likely to divorce. High income women are more likely to divorce.
=== The incest taboo, exogamy and endogamy ===
Societies have often placed restrictions on marriage to relatives, though the degree of prohibited relationship varies widely. Marriages between parents and children, or between full siblings, with few exceptions, have been considered incest and forbidden. However, marriages between more distant relatives have been much more common, with one estimate being that 80% of all marriages in history have been between second cousins or closer. This proportion has fallen dramatically, but still, more than 10% of all marriages are believed to be between people who are second cousins or more closely related. In the United States, such marriages are now highly stigmatized, and laws ban most or all first-cousin marriage in 30 states. Specifics vary: in South Korea, historically it was illegal to marry someone with the same last name and same ancestral line.An Avunculate marriage is a marriage that occurs between an uncle and his niece or between an aunt and her nephew. Such marriages are illegal in most countries due to incest restrictions. However, a small number of countries have legalized it, including Argentina, Australia, Austria, Malaysia, and Russia.
In various societies, the choice of partner is often limited to suitable persons from specific social groups. In some societies the rule is that a partner is selected from an individual's own social group – endogamy, this is often the case in class- and caste-based societies. But in other societies a partner must be chosen from a different group than one's own – exogamy, this may be the case in societies practicing totemic religion where society is divided into several exogamous totemic clans, such as most Aboriginal Australian societies. In other societies a person is expected to marry their cross-cousin, a woman must marry her father's sister's son and a man must marry his mother's brother's daughter – this is often the case if either a society has a rule of tracing kinship exclusively through patrilineal or matrilineal descent groups as among the Akan people of West Africa. Another kind of marriage selection is the levirate marriage in which widows are obligated to marry their husband's brother, mostly found in societies where kinship is based on endogamous clan groups.
Religion has commonly weighed in on the matter of which relatives, if any, are allowed to marry. Relations may be by consanguinity or affinity, meaning by blood or by marriage. On the marriage of cousins, Catholic policy has evolved from initial acceptance, through a long period of general prohibition, to the contemporary requirement for a dispensation. Islam has always allowed it, while Hindu texts vary widely.
=== Prescriptive marriage ===
In a wide array of lineage-based societies with a classificatory kinship system, potential spouses are sought from a specific class of relative as determined by a prescriptive marriage rule. This rule may be expressed by anthropologists using a "descriptive" kinship term, such as a "man's mother's brother's daughter" (also known as a "cross-cousin"). Such descriptive rules mask the participant's perspective: a man should marry a woman from his mother's lineage. Within the society's kinship terminology, such relatives are usually indicated by a specific term which sets them apart as potentially marriageable. Pierre Bourdieu notes, however, that very few marriages ever follow the rule, and that when they do so, it is for "practical kinship" reasons such as the preservation of family property, rather than the "official kinship" ideology.Insofar as regular marriages following prescriptive rules occur, lineages are linked together in fixed relationships; these ties between lineages may form political alliances in kinship dominated societies. French structural anthropologist Claude Lévi-Strauss developed alliance theory to account for the "elementary" kinship structures created by the limited number of prescriptive marriage rules possible.A pragmatic (or 'arranged') marriage is made easier by formal procedures of family or group politics. A responsible authority sets up or encourages the marriage; they may, indeed, engage a professional matchmaker to find a suitable spouse for an unmarried person. The authority figure could be parents, family, a religious official, or a group consensus. In some cases, the authority figure may choose a match for purposes other than marital harmony.
=== Forced marriage ===
A forced marriage is a marriage in which one or both of the parties is married against their will. Forced marriages continue to be practiced in parts of the world, especially in South Asia and Africa. The line between forced marriage and consensual marriage may become blurred, because the social norms of these cultures dictate that one should never oppose the desire of one's parents/relatives in regard to the choice of a spouse; in such cultures, it is not necessary for violence, threats, intimidation etc. to occur, the person simply "consents" to the marriage even if they do not want it, out of the implied social pressure and duty. The customs of bride price and dowry, that exist in parts of the world, can lead to buying and selling people into marriage.In some societies, ranging from Central Asia to the Caucasus to Africa, the custom of bride kidnapping still exists, in which a woman is captured by a man and his friends. Sometimes this covers an elopement, but sometimes it depends on sexual violence. In previous times, raptio was a larger-scale version of this, with groups of women captured by groups of men, sometimes in war; the most famous example is The Rape of the Sabine Women, which provided the first citizens of Rome with their wives.
Other marriage partners are more or less imposed on an individual. For example, widow inheritance provides a widow with another man from her late husband's brothers.
In rural areas of India, child marriage is practiced, with parents often arranging the wedding, sometimes even before the child is born. This practice was made illegal under the Child Marriage Restraint Act of 1929.
== Economic considerations ==
The financial aspects of marriage vary between cultures and have changed over time.
In some cultures, dowries and bride wealth continue to be required today. In both cases, the financial arrangements are usually made between the groom (or his family) and the bride's family; with the bride often not being involved in the negotiations, and often not having a choice in whether to participate in the marriage.
In Early modern Britain, the social status of the couple was supposed to be equal. After the marriage, all the property (called "fortune") and expected inheritances of the wife belonged to the husband.
=== Dowry ===
A dowry is "a process whereby parental property is distributed to a daughter at her marriage (i.e. inter vivos) rather than at the holder's death (mortis causa)… A dowry establishes some variety of conjugal fund, the nature of which may vary widely. This fund ensures her support (or endowment) in widowhood and eventually goes to provide for her sons and daughters."In some cultures, especially in countries such as Turkey, India, Bangladesh, Pakistan, Sri Lanka, Morocco, Nepal, dowries continue to be expected. In India, thousands of dowry-related deaths have taken place on yearly basis, to counter this problem, several jurisdictions have enacted laws restricting or banning dowry (see Dowry law in India). In Nepal, dowry was made illegal in 2009. Some authors believe that the giving and receiving of dowry reflects the status and even the effort to climb high in social hierarchy.
=== Dower ===
Direct Dowry contrasts with bride wealth, which is paid by the groom or his family to the bride's parents, and with indirect dowry (or dower), which is property given to the bride herself by the groom at the time of marriage and which remains under her ownership and control.In the Jewish tradition, the rabbis in ancient times insisted on the marriage couple entering into a prenuptial agreement, called a ketubah. Besides other things, the ketubah provided for an amount to be paid by the husband in the event of a divorce or his estate in the event of his death. This amount was a replacement of the biblical dower or bride price, which was payable at the time of the marriage by the groom to the father of the bride. This innovation was put in place because the biblical bride price created a major social problem: many young prospective husbands could not raise the bride price at the time when they would normally be expected to marry. So, to enable these young men to marry, the rabbis, in effect, delayed the time that the amount would be payable, when they would be more likely to have the sum. It may also be noted that both the dower and the ketubah amounts served the same purpose: the protection for the wife should her support cease, either by death or divorce. The only difference between the two systems was the timing of the payment. It is the predecessor to the wife's present-day entitlement to maintenance in the event of the breakup of marriage, and family maintenance in the event of the husband not providing adequately for the wife in his will. Another function performed by the ketubah amount was to provide a disincentive for the husband contemplating divorcing his wife: he would need to have the amount to be able to pay to the wife.
Morning gifts, which might also be arranged by the bride's father rather than the bride, are given to the bride herself; the name derives from the Germanic tribal custom of giving them the morning after the wedding night. She might have control of this morning gift during the lifetime of her husband, but is entitled to it when widowed. If the amount of her inheritance is settled by law rather than agreement, it may be called dower. Depending on legal systems and the exact arrangement, she may not be entitled to dispose of it after her death, and may lose the property if she remarries. Morning gifts were preserved for centuries in morganatic marriage, a union where the wife's inferior social status was held to prohibit her children from inheriting a noble's titles or estates. In this case, the morning gift would support the wife and children. Another legal provision for widowhood was jointure, in which property, often land, would be held in joint tenancy, so that it would automatically go to the widow on her husband's death.
Islamic tradition has similar practices. A 'mahr', either immediate or deferred, is the woman's portion of the groom's wealth (divorce) or estate (death). These amounts are usually set on the basis of the groom's own and family wealth and incomes, but in some parts these are set very high so as to provide a disincentive for the groom exercising the divorce, or the husband's family 'inheriting' a large portion of the estate, especially if there are no male offspring from the marriage. In some countries, including Iran, the mahr or alimony can amount to more than a man can ever hope to earn, sometimes up to US$1,000,000 (4000 official Iranian gold coins). If the husband cannot pay the mahr, either in case of a divorce or on demand, according to the current laws in Iran, he will have to pay it by installments. Failure to pay the mahr might even lead to imprisonment.
=== Bridewealth ===
Bridewealth is a common practice in parts of Southeast Asia (Thailand, Cambodia), parts of Central Asia, and in much of sub-Saharan Africa. It is also known as brideprice although this has fallen in disfavor as it implies the purchase of the bride. Bridewealth is the amount of money or property or wealth paid by the groom or his family to the parents of a woman upon the marriage of their daughter to the groom. In anthropological literature, bride price has often been explained as payment made to compensate the bride's family for the loss of her labor and fertility. In some cases, bridewealth is a means by which the groom's family's ties to the children of the union are recognized.
=== Taxation ===
In some countries a married person or couple benefits from various taxation advantages not available to a single person. For example, spouses may be allowed to average their combined incomes. This is advantageous to a married couple with disparate incomes. To compensate for this, countries may provide a higher tax bracket for the averaged income of a married couple. While income averaging might still benefit a married couple with a stay-at-home spouse, such averaging would cause a married couple with roughly equal personal incomes to pay more total tax than they would as two single persons. In the United States, this is called the marriage penalty.When the rates applied by the tax code are not based income averaging, but rather on the sum of individuals' incomes, higher rates will usually apply to each individual in a two-earner households in a progressive tax systems. This is most often the case with high-income taxpayers and is another situation called a marriage penalty.Conversely, when progressive tax is levied on the individual with no consideration for the partnership, dual-income couples fare much better than single-income couples with similar household incomes. The effect can be increased when the welfare system treats the same income as a shared income thereby denying welfare access to the non-earning spouse. Such systems apply in Australia and Canada, for example.
== Post-marital residence ==
In many Western cultures, marriage usually leads to the formation of a new household comprising the married couple, with the married couple living together in the same home, often sharing the same bed, but in some other cultures this is not the tradition. Among the Minangkabau of West Sumatra, residency after marriage is matrilocal, with the husband moving into the household of his wife's mother. Residency after marriage can also be patrilocal or avunculocal. In these cases, married couples may not form an independent household, but remain part of an extended family household.
Early theories explaining the determinants of postmarital residence connected it with the sexual division of labor. However, to date, cross-cultural tests of this hypothesis using worldwide samples have failed to find any significant relationship between these two variables. However, Korotayev's tests show that the female contribution to subsistence does correlate significantly with matrilocal residence in general. However, this correlation is masked by a general polygyny factor.
Although, in different-sex marriages, an increase in the female contribution to subsistence tends to lead to matrilocal residence, it also tends simultaneously to lead to general non-sororal polygyny which effectively destroys matrilocality. If this polygyny factor is controlled (e.g., through a multiple regression model), division of labor turns out to be a significant predictor of postmarital residence. Thus, Murdock's hypotheses regarding the relationships between the sexual division of labor and postmarital residence were basically correct, though the actual relationships between those two groups of variables are more complicated than he expected.There has been a trend toward the neolocal residence in western societies.
== Law ==
Marriage laws refer to the legal requirements which determine the validity of a marriage, which vary considerably between countries.
Article 16 of the Universal Declaration of Human Rights declares that "Men and women of full age, without any limitation due to race, nationality or religion, have the right to marry and to found a family. They are entitled to equal rights as to marriage, during marriage and at its dissolution. Marriage shall be entered into only with the free and full consent of the intending spouses."
=== Rights and obligations ===
A marriage bestows rights and obligations on the married parties, and sometimes on relatives as well, being the sole mechanism for the creation of affinal ties (in-laws). These may include, depending on jurisdiction:
Giving one spouse or his/her family control over the other spouse's sexual services, labor, and property.
Giving one spouse responsibility for the other's debts.
Giving one spouse visitation rights when the other is incarcerated or hospitalized.
Giving one spouse control over the other's affairs when the other is incapacitated.
Establishing the second legal guardian of a parent's child.
Establishing a joint fund of property for the benefit of children.
Establishing a relationship between the families of the spouses.These rights and obligations vary considerably between societies, and between groups within society. These might include arranged marriages, family obligations, the legal establishment of a nuclear family unit, the legal protection of children and public declaration of commitment.
=== Property regime ===
In many countries today, each marriage partner has the choice of keeping his or her property separate or combining properties. In the latter case, called community property, when the marriage ends by divorce each owns half. In lieu of a will or trust, property owned by the deceased generally is inherited by the surviving spouse.
In some legal systems, the partners in a marriage are "jointly liable" for the debts of the marriage. This has a basis in a traditional legal notion called the "Doctrine of Necessities" whereby, in a heterosexual marriage, a husband was responsible to provide necessary things for his wife. Where this is the case, one partner may be sued to collect a debt for which they did not expressly contract. Critics of this practice note that debt collection agencies can abuse this by claiming an unreasonably wide range of debts to be expenses of the marriage. The cost of defense and the burden of proof is then placed on the non-contracting party to prove that the expense is not a debt of the family. The respective maintenance obligations, both during and eventually after a marriage, are regulated in most jurisdictions; alimony is one such method.
=== Restrictions ===
Marriage is an institution that is historically filled with restrictions. From age, to race, to social status, to consanguinity, to gender, restrictions are placed on marriage by society for reasons of benefiting the children, passing on healthy genes, maintaining cultural values, or because of prejudice and fear. Almost all cultures that recognize marriage also recognize adultery as a violation of the terms of marriage.
==== Age ====
Most jurisdictions set a minimum age for marriage; that is, a person must attain a certain age to be legally allowed to marry. This age may depend on circumstances, for instance exceptions from the general rule may be permitted if the parents of a young person express their consent and/or if a court decides that said marriage is in the best interest of the young person (often this applies in cases where a girl is pregnant). Although most age restrictions are in place in order to prevent children from being forced into marriages, especially to much older partners – marriages which can have negative education and health related consequences, and lead to child sexual abuse and other forms of violence – such child marriages remain common in parts of the world. According to the UN, child marriages are most common in rural sub-Saharan Africa and South Asia. The ten countries with the highest rates of child marriage are: Niger (75%), Chad, Central African Republic, Bangladesh, Guinea, Mozambique, Mali, Burkina Faso, South Sudan, and Malawi.
==== Kinship ====
To prohibit incest and eugenic reasons, marriage laws have set restrictions for relatives to marry. Direct blood relatives are usually prohibited to marry, while for branch line relatives, laws are wary.Kinship relations through marriage is also called "affinity," relationships that arise in one's group of origin, can also be called one's descent group. Some cultures in kinship relationships may be considered to extend out to those who they have economic or political relationships with; or other forms of social connections. Within some cultures they may lead you back to gods or animal ancestors (totems). This can be conceived of on a more or less literal basis.
==== Race ====
Laws banning "race-mixing" were enforced in certain North American jurisdictions from 1691 until 1967, in Nazi Germany (the Nuremberg Laws) from 1935 until 1945, and in South Africa during most part of the apartheid era (1949–1985). All these laws primarily banned marriage between persons of different racially or ethnically defined groups, which was termed "amalgamation" or "miscegenation" in the U.S. The laws in Nazi Germany and many of the U.S. states, as well as South Africa, also banned sexual relations between such individuals.
In the United States, laws in some but not all of the states prohibited the marriage of whites and blacks, and in many states also the intermarriage of whites with Native Americans or Asians. In the U.S., such laws were known as anti-miscegenation laws. From 1913 until 1948, 30 out of the then 48 states enforced such laws. Although an "Anti-Miscegenation Amendment" to the United States Constitution was proposed in 1871, in 1912–1913, and in 1928, no nationwide law against racially mixed marriages was ever enacted. In 1967, the Supreme Court of the United States unanimously ruled in Loving v. Virginia that anti-miscegenation laws are unconstitutional. With this ruling, these laws were no longer in effect in the remaining 16 states that still had them.
The Nazi ban on interracial marriage and interracial sex was enacted in September 1935 as part of the Nuremberg Laws, the Gesetz zum Schutze des deutschen Blutes und der deutschen Ehre (The Law for the Protection of German Blood and German Honour). The Nuremberg Laws classified Jews as a race and forbade marriage and extramarital sexual relations at first with people of Jewish descent, but was later ended to the "Gypsies, Negroes or their bastard offspring" and people of "German or related blood". Such relations were marked as Rassenschande (lit. "race-disgrace") and could be punished by imprisonment (usually followed by deportation to a concentration camp) and even by death.
South Africa under apartheid also banned interracial marriage. The Prohibition of Mixed Marriages Act, 1949 prohibited marriage between persons of different races, and the Immorality Act of 1950 made sexual relations with a person of a different race a crime.
==== Sex ====
Same-sex marriage is legally performed and recognized in Andorra, Argentina, Australia, Austria, Belgium, Brazil, Canada, Chile, Colombia, Costa Rica, Cuba, Denmark, Ecuador, Finland, France, Germany, Iceland, Ireland, Luxembourg, Malta, Mexico, the Netherlands, New Zealand, Norway, Portugal, Slovenia, South Africa, Spain, Sweden, Switzerland, Taiwan, the United Kingdom, the United States, and Uruguay. Israel recognizes same-sex marriages entered into abroad as full marriages.
The introduction of same-sex marriage has varied by jurisdiction, being variously accomplished through legislative change to marriage law, a court ruling based on constitutional guarantees of equality, or by direct popular vote (via ballot initiative or referendum). The recognition of same-sex marriage is considered to be a human right and a civil right as well as a political, social, and religious issue. The most prominent supporters of same-sex marriage are human rights and civil rights organizations as well as the medical and scientific communities, while the most prominent opponents are religious groups. Various faith communities around the world support same-sex marriage, while many religious groups oppose it. Polls consistently show continually rising support for the recognition of same-sex marriage in all developed democracies and in some developing democracies.The establishment of recognition in law for the marriages of same-sex couples is one of the most prominent objectives of the LGBT rights movement.
==== Number of spouses ====
Polygyny is widely practiced in mostly Muslim and African countries. In the Middle Eastern region, Israel, Turkey and Tunisia are notable exceptions.In most other jurisdictions, polygamy is illegal. For example, In the United States, polygamy is illegal in all 50 states.In the late-19th century, citizens of the self-governing territory of what is present-day Utah were forced by the United States federal government to abandon the practice of polygamy through the vigorous enforcement of several Acts of Congress, and eventually complied. The Church of Jesus Christ of Latter-day Saints formally abolished the practice in 1890, in a document labeled 'The Manifesto' (see Latter Day Saint polygamy in the late-19th century). Among American Muslims, a small minority of around 50,000 to 100,000 people are estimated to live in families with a husband maintaining an illegal polygamous relationship.Several countries such as India and Sri Lanka, permit only their Islamic citizens to practice polygamy. Some Indians have converted to Islam in order to bypass such legal restrictions. Predominantly Christian nations usually do not allow polygamous unions, with a handful of exceptions being the Republic of the Congo, Uganda, and Zambia.
=== State recognition ===
When a marriage is performed and carried out by a government institution in accordance with the marriage laws of the jurisdiction, without religious content, it is a civil marriage. Civil marriage recognizes and creates the rights and obligations intrinsic to matrimony in the eyes of the state. Some countries do not recognize locally performed religious marriage on its own, and require a separate civil marriage for official purposes. Conversely, civil marriage does not exist in some countries governed by a religious legal system, such as Saudi Arabia, where marriages contracted abroad might not be recognized if they were contracted contrary to Saudi interpretations of Islamic religious law. In countries governed by a mixed secular-religious legal system, such as Lebanon and Israel, locally performed civil marriage does not exist within the country, which prevents interfaith and various other marriages that contradict religious laws from being entered into in the country; however, civil marriages performed abroad may be recognized by the state even if they conflict with religious laws. For example, in the case of recognition of marriage in Israel, this includes recognition of not only interfaith civil marriages performed abroad, but also overseas same-sex civil marriages.
In various jurisdictions, a civil marriage may take place as part of the religious marriage ceremony, although they are theoretically distinct. Some jurisdictions allow civil marriages in circumstances which are notably not allowed by particular religions, such as same-sex marriages or civil unions.
The opposite case may happen as well. Partners may not have full juridical acting capacity and churches may have less strict limits than the civil jurisdictions. This particularly applies to minimum age, or physical infirmities.It is possible for two people to be recognized as married by a religious or other institution, but not by the state, and hence without the legal rights and obligations of marriage; or to have a civil marriage deemed invalid and sinful by a religion. Similarly, a couple may remain married in religious eyes after a civil divorce.
Most sovereign states and other jurisdictions limit legally recognized marriage to opposite-sex couples and a diminishing number of these permit polygyny, child marriages, and forced marriages. In modern times, a growing number of countries, primarily developed democracies, have lifted bans on, and have established legal recognition for, the marriages of interfaith, interracial, and same-sex couples. In some areas, child marriages and polygamy may occur in spite of national laws against the practice.
==== Marriage license, civil ceremony and registration ====
A marriage is usually formalized at a wedding or marriage ceremony. The ceremony may be officiated either by a religious official, by a government official or by a state approved celebrant. In various European and some Latin American countries, any religious ceremony must be held separately from the required civil ceremony. Some countries – such as Belgium, Bulgaria, France, the Netherlands, Romania and Turkey – require that a civil ceremony take place before any religious one. In some countries – notably the United States, Canada, the United Kingdom, the Republic of Ireland, Norway and Spain – both ceremonies can be held together; the officiant at the religious and civil ceremony also serving as agent of the state to perform the civil ceremony. To avoid any implication that the state is "recognizing" a religious marriage (which is prohibited in some countries) – the "civil" ceremony is said to be taking place at the same time as the religious ceremony. Often this involves simply signing a register during the religious ceremony. If the civil element of the religious ceremony is omitted, the marriage ceremony is not recognized as a marriage by government under the law.
Some countries, such as Australia, permit marriages to be held in private and at any location; others, including England and Wales, require that the civil ceremony be conducted in a place open to the public and specially sanctioned by law for the purpose. In England, the place of marriage formerly had to be a church or register office, but this was extended to any public venue with the necessary licence. An exception can be made in the case of marriage by special emergency license (UK: licence), which is normally granted only when one of the parties is terminally ill. Rules about where and when persons can marry vary from place to place. Some regulations require one of the parties to reside within the jurisdiction of the register office (formerly parish).
Each religious authority has rules for the manner in which marriages are to be conducted by their officials and members. Where religious marriages are recognised by the state, the officiator must also conform with the law of the jurisdiction.
==== Common-law marriage ====
In a small number of jurisdictions marriage relationships may be created by the operation of the law alone. Unlike the typical ceremonial marriage with legal contract, wedding ceremony, and other details, a common-law marriage may be called "marriage by habit and repute (cohabitation)." A de facto common-law marriage without a license or ceremony is legally binding in some jurisdictions but has no legal consequence in others.
==== Civil unions ====
A civil union, also referred to as a civil partnership, is a legally recognized form of partnership similar to marriage. Beginning with Denmark in 1989, civil unions under one name or another have been established by law in several countries in order to provide same-sex couples rights, benefits, and responsibilities similar (in some countries, identical) to opposite-sex civil marriage. In some jurisdictions, such as Brazil, New Zealand, Uruguay, Ecuador, France and the U.S. states of Hawaii and Illinois, civil unions are also open to opposite-sex couples.
==== "Marriage of convenience" ====
Sometimes people marry to take advantage of a certain situation, sometimes called a marriage of convenience or a sham marriage. In 2003, over 180,000 immigrants were admitted to the U.S. as spouses of U.S. citizens; more were admitted as fiancés of US citizens for the purpose of being married within 90 days. These marriages had a diverse range of motives, including obtaining permanent residency, securing an inheritance that has a marriage clause, or to enroll in health insurance, among many others. While all marriages have a complex combination of conveniences motivating the parties to marry, a marriage of convenience is one that is devoid of normal reasons to marry. In certain countries like Singapore sham marriages are punishable criminal offences.
=== Contemporary legal and human rights criticisms of marriage ===
People have proposed arguments against marriage for reasons that include political, philosophical and religious criticisms; concerns about the divorce rate; individual liberty and gender equality; questioning the necessity of having a personal relationship sanctioned by government or religious authorities; or the promotion of celibacy for religious or philosophical reasons.
==== Power and gender roles ====
Historically, in most cultures, married women had very few rights of their own, being considered, along with the family's children, the property of the husband; as such, they could not own or inherit property, or represent themselves legally (see, for example, coverture). Since the late 19th century, in some (primarily Western) countries, marriage has undergone gradual legal changes, aimed at improving the rights of the wife. These changes included giving wives legal identities of their own, abolishing the right of husbands to physically discipline their wives, giving wives property rights, liberalizing divorce laws, providing wives with reproductive rights of their own, and requiring a wife's consent when sexual relations occur. In the 21st century, there continue to be controversies regarding the legal status of married women, legal acceptance of or leniency towards violence within marriage (especially sexual violence), traditional marriage customs such as dowry and bride price, forced marriage, marriageable age, and criminalization of consensual behaviors such as premarital and extramarital sex.
Feminist theory approaches opposite-sex marriage as an institution traditionally rooted in patriarchy that promotes male superiority and power over women. This power dynamic conceptualizes men as "the provider operating in the public sphere" and women as "the caregivers operating within the private sphere". "Theoretically, women ... [were] defined as the property of their husbands .... The adultery of a woman was always treated with more severity than that of a man." "[F]eminist demands for a wife's control over her own property were not met [in parts of Britain] until ... [laws were passed in the late 19th century]."Traditional heterosexual marriage imposed an obligation of the wife to be sexually available for her husband and an obligation of the husband to provide material/financial support for the wife. Numerous philosophers, feminists and other academic figures have commented on this throughout history, condemning the hypocrisy of legal and religious authorities in regard to sexual issues; pointing to the lack of choice of a woman in regard to controlling her own sexuality; and drawing parallels between marriage, an institution promoted as sacred, and prostitution, widely condemned and vilified (though often tolerated as a "necessary evil"). Mary Wollstonecraft, in the 18th century, described marriage as "legal prostitution". Emma Goldman wrote in 1910: "To the moralist prostitution does not consist so much in the fact that the woman sells her body, but rather that she sells it out of wedlock". Bertrand Russell in his book Marriage and Morals wrote that: "Marriage is for woman the commonest mode of livelihood, and the total amount of undesired sex endured by women is probably greater in marriage than in prostitution." Angela Carter in Nights at the Circus wrote: "What is marriage but prostitution to one man instead of many?"Some critics object to what they see as propaganda in relation to marriage – from the government, religious organizations, the media – which aggressively promote marriage as a solution for all social problems; such propaganda includes, for instance, marriage promotion in schools, where children, especially girls, are bombarded with positive information about marriage, being presented only with the information prepared by authorities.The performance of dominant gender roles by men and submissive gender roles by women influence the power dynamic of a heterosexual marriage. In some American households, women internalize gender role stereotypes and often assimilate into the role of "wife", "mother", and "caretaker" in conformity to societal norms and their male partner. Author bell hooks states "within the family structure, individuals learn to accept sexist oppression as 'natural' and are primed to support other forms of oppression, including heterosexist domination." "[T]he cultural, economic, political and legal supremacy of the husband" was "[t]raditional ... under English law". This patriarchal dynamic is contrasted with a conception of egalitarian or peer marriage in which power and labour are divided equally, and not according to gender roles.In the US, studies have shown that, despite egalitarian ideals being common, less than half of respondents viewed their opposite-sex relationships as equal in power, with unequal relationships being more commonly dominated by the male partner. Studies also show that married couples find the highest level of satisfaction in egalitarian relationships and lowest levels of satisfaction in wife dominate relationships. In recent years, egalitarian or peer marriages have been receiving increasing focus and attention politically, economically and culturally in a number of countries, including the United States.
==== Extra-marital sex ====
Different societies demonstrate variable tolerance of extramarital sex. The Standard Cross-Cultural Sample describes the occurrence of extramarital sex by gender in over 50 pre-industrial cultures. The occurrence of extramarital sex by men is described as "universal" in 6 cultures, "moderate" in 29 cultures, "occasional" in 6 cultures, and "uncommon" in 10 cultures. The occurrence of extramarital sex by women is described as "universal" in 6 cultures, "moderate" in 23 cultures, "occasional" in 9 cultures, and "uncommon" in 15 cultures. Three studies using nationally representative samples in the United States found that between 10 and 15% of women and 20–25% of men engage in extramarital sex.Many of the world's major religions look with disfavor on sexual relations outside marriage. There are non-secular states that sanction criminal penalties for sexual intercourse before marriage. Sexual relations by a married person with someone other than his/her spouse is known as adultery. Adultery is considered in many jurisdictions to be a crime and grounds for divorce.
In some countries, such as Saudi Arabia, Pakistan, Afghanistan, Iran, Kuwait, Maldives, Morocco, Oman, Mauritania, United Arab Emirates, Sudan, Yemen, any form of sexual activity outside marriage is illegal.
In some parts of the world, women and girls accused of having sexual relations outside marriage are at risk of becoming victims of honor killings committed by their families. In 2011 several people were sentenced to death by stoning after being accused of adultery in Iran, Somalia, Afghanistan, Sudan, Mali and Pakistan. 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; he said: "These are centuries-old traditions, and I will continue to defend them. Only those who indulge in immoral acts should be afraid."
==== Sexual violence ====
An issue that is a serious concern regarding marriage and which has been the object of international scrutiny is that of sexual violence within marriage. Throughout much of the history, in most cultures, sex in marriage was considered a 'right', that could be taken by force (often by a man from a woman), if 'denied'. As the concept of human rights started to develop in the 20th century, and with the arrival of second-wave feminism, such views, and laws, have become less widely held.The legal and social concept of marital rape has developed in most industrialized countries in the mid- to late 20th century; in many other parts of the world it is not recognized as a form of abuse, socially or legally. Several countries in Eastern Europe and Scandinavia made marital rape illegal before 1970, and other countries in Western Europe and the English-speaking Western world outlawed it in the 1980s and 1990s. In England and Wales, marital rape was made illegal in 1991. Although marital rape is being increasingly criminalized in developing countries too, cultural, religious, and traditional ideologies about "conjugal rights" remain very strong in many parts of the world; and even in many countries that have adequate laws against rape in marriage these laws are rarely enforced.Apart from the issue of rape committed against one's spouse, marriage is, in many parts of the world, closely connected with other forms of sexual violence: in some places, like Morocco, unmarried girls and women who are raped are often forced by their families to marry their rapist. Because being the victim of rape and losing virginity carry extreme social stigma, and the victims are deemed to have their "reputation" tarnished, a marriage with the rapist is arranged. This is claimed to be in the advantage of both the victim – who does not remain unmarried and does not lose social status – and of the rapist, who avoids punishment. In 2012, after a Moroccan 16-year-old girl committed suicide after having been forced by her family to marry her rapist and enduring further abuse by the rapist after they married, there have been protests from activists against this practice which is common in Morocco.In some societies, the very high social and religious importance of marital fidelity, especially female fidelity, has as result the criminalization of adultery, often with harsh penalties such as stoning or flogging; as well as leniency towards punishment of violence related to infidelity (such as honor killings). In the 21st century, criminal laws against adultery have become controversial with international organizations calling for their abolition. Opponents of adultery laws argue that these laws are a major contributor to discrimination and violence against women, as they are enforced selectively mostly against women; that they prevent women from reporting sexual violence; and that they maintain social norms which justify violent crimes committed against women by husbands, families and communities. A Joint Statement by the United Nations Working Group on discrimination against women in law and in practice states that "Adultery as a criminal offence violates women's human rights". Some human rights organizations argue that the criminalization of adultery also violates internationally recognized protections for private life, as it represents an arbitrary interference with an individual's privacy, which is not permitted under international law.
==== Laws, human rights and gender status ====
The laws surrounding heterosexual marriage in many countries have come under international scrutiny because they contradict international standards of human rights; institutionalize violence against women, child marriage and forced marriage; require the permission of a husband for his wife to work in a paid job, sign legal documents, file criminal charges against someone, sue in civil court etc.; sanction the use by husbands of violence to "discipline" their wives; and discriminate against women in divorce.Such things were legal even in many Western countries until recently: for instance, in France, married women obtained the right to work without their husband's permission in 1965, and in West Germany women obtained this right in 1977 (by comparison women in East Germany had many more rights). In Spain, during Franco's era, a married woman needed her husband's consent, referred to as the permiso marital, for almost all economic activities, including employment, ownership of property, and even traveling away from home; the permiso marital was abolished in 1975.An absolute submission of a wife to her husband is accepted as natural in many parts of the world, for instance surveys by UNICEF have shown that the percentage of women aged 15–49 who think that a husband is justified in hitting or beating his wife under certain circumstances is as high as 90% in Afghanistan and Jordan, 87% in Mali, 86% in Guinea and Timor-Leste, 81% in Laos, 80% in Central African Republic. Detailed results from Afghanistan show that 78% of women agree with a beating if the wife "goes out without telling him [the husband]" and 76% agree "if she argues with him".Throughout history, and still today in many countries, laws have provided for extenuating circumstances, partial or complete defenses, for men who killed their wives due to adultery, with such acts often being seen as crimes of passion and being covered by legal defenses such as provocation or defense of family honor.
==== Right and ability to divorce ====
While international law and conventions recognize the need for consent for entering a marriage – namely that people cannot be forced to get married against their will – the right to obtain a divorce is not recognized; therefore holding a person in a marriage against their will (if such person has consented to entering in it) is not considered a violation of human rights, with the issue of divorce being left at the appreciation of individual states.In the EU, the last country to allow divorce was Malta, in 2011. Around the world, the only countries to forbid divorce are Philippines and Vatican City, although in practice in many countries which use a fault-based divorce system obtaining a divorce is very difficult. The ability to divorce, in law and practice, has been and continues to be a controversial issue in many countries, and public discourse involves different ideologies such as feminism, social conservatism, religious interpretations.
==== Dowry and bridewealth ====
In recent years, the customs of dowry and bride price have received international criticism for inciting conflicts between families and clans; contributing to violence against women; promoting materialism; increasing property crimes (where men steal goods such as cattle in order to be able to pay the bride price); and making it difficult for poor people to marry. African women's rights campaigners advocate the abolishing of bride price, which they argue is based on the idea that women are a form of property which can be bought. Bride price has also been criticized for contributing to child trafficking as impoverished parents sell their young daughters to rich older men. A senior Papua New Guinea police officer has called for the abolishing of bride price arguing that it is one of the main reasons for the mistreatment of women in that country. The opposite practice of dowry has been linked to a high level of violence (see Dowry death) and to crimes such as extortion.
==== Children born outside marriage ====
Historically, and still in many countries, children born outside marriage suffered severe social stigma and discrimination. In England and Wales, such children were known as bastards and whoresons.
There are significant differences between world regions in regard to the social and legal position of non-marital births, ranging from being fully accepted and uncontroversial to being severely stigmatized and discriminated.The 1975 European Convention on the Legal Status of Children Born out of Wedlock protects the rights of children born to unmarried parents. The convention states, among others, that: "The father and mother of a child born out of wedlock shall have the same obligation to maintain the child as if it were born in wedlock" and that "A child born out of wedlock shall have the same right of succession in the estate of its father and its mother and of a member of its father's or mother's family, as if it had been born in wedlock."While in most Western countries legal inequalities between children born inside and outside marriage have largely been abolished, this is not the case in some parts of the world.
The legal status of an unmarried father differs greatly from country to country. Without voluntary formal recognition of the child by the father, in most cases there is a need of due process of law in order to establish paternity. In some countries however, unmarried cohabitation of a couple for a specific period of time does create a presumption of paternity similar to that of formal marriage. This is the case in Australia. Under what circumstances can a paternity action be initiated, the rights and responsibilities of a father once paternity has been established (whether he can obtain parental responsibility and whether he can be forced to support the child) as well as the legal position of a father who voluntarily acknowledges the child, vary widely by jurisdiction. A special situation arises when a married woman has a child by a man other than her husband. Some countries, such as Israel, refuse to accept a legal challenge of paternity in such a circumstance, in order to avoid the stigmatization of the child (see Mamzer, a concept under Jewish law). In 2010, the European Court of Human Rights ruled in favor of a German man who had fathered twins with a married woman, granting him right of contact with the twins, despite the fact that the mother and her husband had forbidden him to see the children.The steps that an unmarried father must take in order to obtain rights to his child vary by country. In some countries (such as the UK – since 2003 in England and Wales, 2006 in Scotland, and 2002 in Northern Ireland) it is sufficient for the father to be listed on the birth certificate for him to have parental rights; in other countries, such as Ireland, simply being listed on the birth certificate does not offer any rights, additional legal steps must be taken (if the mother agrees, the parents can both sign a "statutory declaration", but if the mother does not agree, the father has to apply to court).Children born outside marriage have become more common, and in some countries, the majority. Recent data from Latin America showed figures for non-marital childbearing to be 74% for Colombia, 69% for Peru, 68% for Chile, 66% for Brazil, 58% for Argentina, 55% for Mexico. In 2012, in the European Union, 40% of births were outside marriage, and in the United States, in 2013, the figure was similar, at 41%. In the United Kingdom 48% of births were to unmarried women in 2012; in Ireland the figure was 35%.During the first half of the 20th century, unmarried women in some Western countries were coerced by authorities to give their children up for adoption. This was especially the case in Australia, through the forced adoptions in Australia, with most of these adoptions taking place between the 1950s and the 1970s. In 2013, Julia Gillard, then Prime Minister of Australia, offered a national apology to those affected by the forced adoptions.Some married couples choose not to have children. Others are unable to have children because of infertility or other factors preventing conception or the bearing of children. In some cultures, marriage imposes an obligation on women to bear children. In northern Ghana, for example, payment of bridewealth signifies a woman's requirement to bear children, and women using birth control face substantial threats of physical abuse and reprisals.
== Religion ==
Religions develop in specific geographic and social milieux. Religious attitudes and practices relating to marriage vary, but have many similarities.
=== Abrahamic religions ===
==== Baháʼí Faith ====
The Baháʼí Faith encourages marriage and views it as a mutually strengthening bond. A Baháʼí marriage is contingent on the consent of all living parents.
==== Christianity ====
"'Then the Lord God made a woman from the rib he had taken out of the man, and he brought her to the man. The man said, "This is now bone of my bones and flesh of my flesh; she shall be called 'woman, ' for she was taken out of man." For this reason a man will leave his father and mother and be united to his wife, and they will become one flesh.
"'...So they are no longer two, but one. Therefore what God has joined together, let man not separate."
Modern Christianity bases its views on marriage upon the teachings of Jesus and the Paul the Apostle. Many of the largest Christian denominations regard marriage as a sacrament, sacred institution, or covenant.The first known decrees on marriage were during the Roman Catholic Council of Trent (twenty-fourth session of 1563), decrees that made the validity of marriage dependent on the wedding occurring in the presence of a priest and two witnesses. The absence of a requirement of parental consent ended a debate that proceeded from the 12th century. In the case of a civil divorce, the innocent spouse had and has no right to marry again until the death of the other spouse terminates the still valid marriage, even if the other spouse was guilty of adultery.The Christian Church performed marriages in the narthex of the church prior to the 16th century, when the emphasis was on the marital contract and betrothal. Subsequently, the ceremony moved inside the sacristy of the church.Christians often marry for religious reasons, ranging from following the biblical injunction for a "man to leave his father and mother and cleave to his wife, and the two shall become one", to accessing the Divine grace of the Roman Catholic Sacrament.Catholics, Eastern Orthodox, as well as many Anglicans and Methodists, consider marriage termed holy matrimony to be an expression of divine grace, termed a sacrament and mystery in the first two Christian traditions. In Western ritual, the ministers of the sacrament are the spouses themselves, with a bishop, priest, or deacon merely witnessing the union on behalf of the Church and blessing it. In Eastern ritual churches, the bishop or priest functions as the actual minister of the Sacred Mystery; Eastern Orthodox deacons may not perform marriages. Western Christians commonly refer to marriage as a vocation, while Eastern Christians consider it an ordination and a martyrdom, though the theological emphases indicated by the various names are not excluded by the teachings of either tradition. Marriage is commonly celebrated in the context of a Eucharistic service (a nuptial Mass or Divine Liturgy). The sacrament of marriage is indicative of the relationship between Christ and the Church.The Roman Catholic tradition of the 12th and 13th centuries defined marriage as a sacrament ordained by God, signifying the mystical marriage of Christ to his Church.
The matrimonial covenant, by which a man and a woman establish between themselves a partnership of the whole of life, is by its nature ordered toward the good of the spouses and the procreation and education of offspring; this covenant between baptized persons has been raised by Christ the Lord to the dignity of a sacrament.
For Catholic and Methodist Christians, the mutual love between husband and wife becomes an image of the eternal love with which God loves humankind. In the United Methodist Church, the celebration of Holy Matrimony ideally occurs in the context of a Service of Worship, which includes the celebration of the Eucharist. Likewise, the celebration of marriage between two Catholics normally takes place during the public liturgical celebration of the Holy Mass, because of its sacramental connection with the unity of the Paschal mystery of Christ (Communion). Sacramental marriage confers a perpetual and exclusive bond between the spouses. By its nature, the institution of marriage and conjugal love is ordered to the procreation and upbringing of offspring. Marriage creates rights and duties in the Church between the spouses and towards their children: "[e]ntering marriage with the intention of never having children is a grave wrong and more than likely grounds for an annulment". According to Roman Catholic legislation, progeny of annulled relationships are considered legitimate. Civilly remarried persons who civilly divorced a living and lawful spouse are not separated from the Church, but they cannot receive Eucharistic Communion.Divorce and remarriage, while generally not encouraged, are regarded differently by each Christian denomination, with certain traditions, such as the Catholic Church, teaching the concept of an annulment. For example, the Reformed Church in America permits divorce and remarriage, while connexions such as the Evangelical Methodist Church Conference forbid divorce except in the case of fornication and do not allow for remarriage in any circumstance. The Eastern Orthodox Church allows divorce for a limited number of reasons, and in theory, but usually not in practice, requires that a marriage after divorce be celebrated with a penitential overtone. With respect to marriage between a Christian and a pagan, the early Church "sometimes took a more lenient view, invoking the so-called Pauline privilege of permissible separation (1 Cor. 7) as legitimate grounds for allowing a convert to divorce a pagan spouse and then marry a Christian."The Catholic Church adheres to the proscription of Jesus in Matthew, 19: 6 that married spouses who have consummated their marriage "are no longer two, but one flesh. Therefore, what God has joined together, no human being must separate." Consequently, the Catholic Church understands that it is wholly without authority to terminate a sacramentally valid and consummated marriage, and its Codex Iuris Canonici (1983 Code of Canon Law) confirms this in Canons 1055–7. Specifically, Canon 1056 declares that "the essential properties of marriage are unity and indissolubility; in [C]hristian marriage they acquire a distinctive firmness by reason of the sacrament." Canon 1057, §2 declares that marriage is "an irrevocable covenant". Therefore, divorce of such a marriage is a metaphysical, moral, and legal impossibility. However, the Church has the authority to annul a presumed "marriage" by declaring it to have been invalid from the beginning, i. e., declaring it not to be and never to have been a marriage, in an annulment procedure, which is basically a fact-finding and fact-declaring effort.
For Protestant denominations, the purposes of marriage include intimate companionship, rearing children, and mutual support for both spouses to fulfill their life callings. Most Reformed Christians did not regard marriage to the status of a sacrament "because they did not regard matrimony as a necessary means of grace for salvation"; nevertheless it is considered a covenant between spouses before God.cf. In addition, some Protestant denominations (such as the Methodist Churches) affirmed that Holy Matrimony is a "means of grace, thus, sacramental in character".
Since the 16th century, five competing models have shaped marriage in the Western tradition, as described by John Witte, Jr.:
Marriage as Sacrament in the Roman Catholic Tradition
Marriage as Social Estate in the Lutheran Reformation
Marriage as Covenant in the Reformed (and Methodist) Traditions
Marriage as Commonwealth in the Anglican Tradition
Marriage as Contract in the Enlightenment TraditionMembers of the Church of Jesus Christ of Latter-day Saints (LDS Church) believe that "marriage between a man and a woman is ordained of God and that the family is central to the Creator's plan for the eternal destiny of His children." Their view of marriage is that family relationships can endure beyond the grave. This is known as 'eternal marriage' which can be eternal only when authorized priesthood holders perform the sealing ordinance in sacred temples.With respect to religion, historic Christian belief emphasizes that Christian weddings should occur in a church as Christian marriage should begin where one also starts their faith journey (Christians receive the sacrament of baptism in church in the presence of their congregation). Catholic Christian weddings must "take place in a church building" as holy matrimony is a sacrament; sacraments normatively occur in the presence of Christ in the house of God, and "members of the faith community [should be] present to witness the event and provide support and encouragement for those celebrating the sacrament." Bishops never grant permission "to those requesting to be married in a garden, on the beach, or some other place outside of the church" and a dispensation is only granted "in extraordinary circumstances (for example, if a bride or groom is ill or disabled and unable to come to the church)." Marriage in the church, for Christians, is seen as contributing to the fruit of the newlywed couple regularly attending church each Lord's Day and raising children in the faith.
===== Christian attitudes to same-sex marriage =====
Although many Christian denominations do not currently perform same-sex marriages, many do, such as the Presbyterian Church (USA), some dioceses of the Episcopal Church, the Metropolitan Community Church, Quakers, United Church of Canada, and United Church of Christ congregations, and some Anglican dioceses, for example. Same-sex marriage is recognized by various religious denominations.
==== Islam ====
Islam also commends marriage, with the age of marriage being whenever the individuals feel ready, financially and emotionally.In Islam, polygyny is allowed while polyandry is not, with the specific limitation that a man can have no more than four legal wives at any one time and an unlimited number of female slaves as concubines who may have rights similar wives, with the exception of not being free unless the man has children with them, with the requirement that the man is able and willing to partition his time and wealth equally among the respective wives and concubines (this practice of concubinage, as in Judaism, is not applicable in contemporary times and has been deemed by scholars as invalid due to shifts in views about the role of slavery in the world).For a Muslim wedding to take place, the bridegroom and the guardian of the bride (wali) must both agree on the marriage. Should the guardian disagree on the marriage, it may not legally take place. If the wali of the girl is her father or paternal grandfather, he has the right to force her into marriage even against her proclaimed will, if it is her first marriage. A guardian who is allowed to force the bride into marriage is called wali mujbir.From an Islamic (Sharia) law perspective, the minimum requirements and responsibilities in a Muslim marriage are that the groom provide living expenses (housing, clothing, food, maintenance) to the bride, and in return, the bride's main responsibility is raising children to be proper Muslims. All other rights and responsibilities are to be decided between the husband and wife, and may even be included as stipulations in the marriage contract before the marriage actually takes place, so long as they do not go against the minimum requirements of the marriage.
In Sunni Islam, marriage must take place in the presence of at least two reliable witnesses, with the consent of the guardian of the bride and the consent of the groom. Following the marriage, the couple may consummate the marriage. To create an 'urf marriage, it is sufficient that a man and a woman indicate an intention to marry each other and recite the requisite words in front of a suitable Muslim. The wedding party usually follows but can be held days, or months later, whenever the couple and their families want to; however, there can be no concealment of the marriage as it is regarded as public notification due to the requirement of witnesses.In Shia Islam, marriage may take place without the presence of witnesses as is often the case in temporary Nikah mut‘ah (prohibited in Sunni Islam), but with the consent of both the bride and the groom. Following the marriage, they may consummate their marriage.
==== Judaism ====
In Judaism, marriage is based on the laws of the Torah and is a contractual bond between spouses in which the spouses agree to be consecrated to one another. This contract is called Kiddushin. Though procreation is not the sole purpose, a Jewish marriage is also expected to fulfill the commandment to have children, as it is written "God blessed them and God said to them, 'Be fertile and increase.'" The main focus centers around the relationship between the spouses. Kabbalistically, marriage is understood to mean that the spouses are merging into a single soul. In Kabbalistic thought, a man is considered "incomplete" if he is not married, as his soul is only one part of a larger whole that remains to be unified.The Hebrew Bible describes a number of marriages, including those of Isaac, Jacob and Samson. Polygyny, or men having multiple wives at once, is one of the most common marital arrangements represented in the Hebrew Bible; another is that of concubinage (pilagshut) which was often arranged by a man, and a woman who generally enjoyed the same rights as a full legal wife. Other means of concubinage are observed by the author of Judges 19–20, or during war, as in Deuteronomy 21:10-12. The rabbis of the Talmud exhibited discomfort with abduction of women in war for the purpose of marriage, declaring it to be a "compromise against man's evil inclination" to be avoided. Today Ashkenazi Jews are prohibited to take more than one wife because of a ban instituted on this by Gershom ben Judah (d. 1040 CE). However, academic scholarship indicates that prohibitions on polygyny may have existed far earlier, based on the Damascus Covenant.Among ancient Hebrews, marriage was a domestic affair and not a religious ceremony; no officiant or witness was required by law. The Rambam wrote that "before the Torah was given, when a man would meet a woman in the marketplace and he and she decided to marry, he would bring her home, conduct relations in private and thus make her his wife." Subsequently, to the Torah being handed down at Sinai, however, the Jews received the commandment that a marriage must be witnessed.Betrothal (erusin), which refers to the time that this binding contract is made, is distinct from marriage itself (nissu'in), with the time between these events varying substantially. In biblical times, a wife was regarded as personal property, belonging to her husband; the descriptions of the Bible suggest that she would be expected to perform tasks such as spinning, sewing, weaving, manufacture of clothing, fetching of water, baking of bread, and animal husbandry. A husband's obligations to his wife are 1) to provide her with food and care; 2) to supply her clothing and shelter; 3) to share a home with her; 4) to provide the ketubah (marriage contract); 5) to supply medical care if she falls ill; 6) to ransom her back if she is kidnapped; 7) to provide proper burial when she dies; 8) to provide for her materially if he predeceases her; 9) to provide for the support of their daughters until they marry or become adults; and 10) to see that their sons inherit the money specified in her ketubah, in addition to their portion of his estate. Men are also obligated sexually to their wives, per BT Ketubot 61b:10, with the frequency of marital relations determined in part by the occupation (and hence availability) of the husband.Per Deuteronomy 24, because a wife was regarded as property, her husband was originally free to divorce her for any reason, at any time. However, Talmudic sources complicate this matter significantly, with Beit Shammai stating that a man may divorce his wife only if she has committed a sexual transgression (such as adultery). Divorcing a woman against her will was also banned by Gershom ben Judah for Ashkenazi Jews. A divorced couple were permitted to remarry, unless the wife had married someone else after her divorce.
=== Hinduism ===
Hinduism regards vivāha (marriage) to be a sacred duty that entails both religious and social obligations. It is regarded to be an important samskara, or a rite of passage. Hindu texts describe four purusharthas (goals of existence): dharma (righteousness), artha (wealth), kama (desire), and moksha (liberation). The purpose of the marriage samskara is to fulfill the goal of kama, allowing an adherent to gradually advance towards the attainment of moksha. The Manusmriti describes many different types of marriages and their categorisation, ranging from the gandharva vivaha (a consensual marriage of love between a man and a woman without the performance of rituals or witnesses) to the rakshasa vivaha (a "demoniac" marriage, performed by abduction of one participant by the other participant, usually, but not always, with the help of other persons). In the Indian subcontinent, arranged marriages, in which the spouse's parents or an older family member choose the partner, are still predominant in comparison with love marriages in the contemporary period. The Hindu Widow's Remarriage Act 1856 empowers a Hindu widow to remarry.
=== Buddhism ===
The Buddhist view of marriage considers marriage a secular affair and thus not a sacrament. Buddhists are expected to follow the civil laws regarding marriage laid out by their respective governments. Gautama Buddha, being a kshatriya was required by Shakyan tradition to pass a series of tests to prove himself as a warrior, before he was allowed to marry.
=== Sikhism ===
In a Sikh marriage, the couple walks around the Guru Granth Sahib holy book four times, and a holy man recites from it in the kirtan style. The ceremony is known as 'Anand Karaj' and represents the holy union of two souls united as one.
=== Wicca ===
Wiccan marriages are commonly known as handfastings and are a celebration held by Wiccans. Handfasting was originally a medieval ritual and has been revived by contemporary Pagans. In the ritual, the couple's wrists are tied together to symbolize the binding of two lives. It is commonly used in Wicca and Pagan ceremonies, but it has become more mainstream and comes up in both religious and secular vows and readings. Although handfastings vary for each Wiccan they often involve honoring Wiccan deities. Some Wiccan traditions have a marriage vow "for as long as love lasts" instead of the traditional Christian "till death do us part". The first Wiccan wedding took place in 1960, between Frederic Lamond and his wife, Gillian. Most Wiccan traditions will celebrate same-sex and different-sex handfastings. The length of commitment varies from a year and a day (after which the vows may be renewed), "as long as love shall last", for a lifetime, or for future incarnations.
Consensual sex is considered sacred for Wiccans. Some traditions perform the Great Rite, in which a High Priest and High Priestess invoke the God and Goddess on each other before making love. It can be used to raise magical energy for the use of spell work. It can also be performed symbolically, using the athame to symbolize masculine energy and the chalice to symbolize feminine energy.
== Health and income ==
Marriages are correlated with better outcomes for the couple and their children, including higher income for men, better health and lower mortality. Part of these effects is due to the fact that those with better expectations get married more often. According to a systematic review on research literature, a significant part of the effect seems to be due to a true causal effect. The reason may be that marriages make particularly men become more future-oriented and take an economic and other responsibility of the family. The studies eliminate the effect of selectivity in numerous ways. However, much of the research is of low quality in this sense. On the other hand, the causal effect might be even higher if money, working skills and parenting practices are endogenous. Married men have less drug abuse and alcohol use and are more often at home during nights.
=== Health ===
Marriage, like other close relationships, exerts considerable influence on health. Married people experience lower morbidity and mortality across such diverse health threats as cancer, heart attacks, and surgery. Research on marriage and health is part of the broader study of the benefits of social relationships.
Social ties provide people with a sense of identity, purpose, belonging, and support. Simply being married, as well as the quality of one's marriage, have been linked to diverse measures of health.The health-protective effect of marriage is stronger for men than women. Marital status—the simple fact of being married—confers more health benefits to men than women.Women's health is more strongly impacted than men's by marital conflict or satisfaction, such that unhappily married women do not enjoy better health relative to their single counterparts. Most research on marriage and health has focused on heterosexual couples; more work is needed to clarify the health impacts of same-sex marriage.
== Divorce and annulment ==
In most societies, the death of one of the partners terminates the marriage, and in monogamous societies, this allows the other partner to remarry, though sometimes after a waiting or mourning period.
In some societies, a marriage can be annulled, when an authority declares that a marriage never happened. Jurisdictions often have provisions for void marriages or voidable marriages.
A marriage may also be terminated through divorce. Countries that have relatively recently legalized divorce are Italy (1970), Portugal (1975), Brazil (1977), Spain (1981), Argentina (1987), Paraguay (1991), Colombia (1991), Ireland (1996), Chile (2004) and Malta (2011). As of 2012, the Philippines and the Vatican City are the only jurisdictions which do not allow divorce (this is currently under discussion in Philippines). After divorce, one spouse may have to pay alimony. Laws concerning divorce and the ease with which a divorce can be obtained vary widely around the world. After a divorce or an annulment, the people concerned are free to remarry (or marry).
A statutory right of two married partners to mutually consent to divorce was enacted in western nations in the mid-20th century. In the United States, no-fault divorce was first enacted in California in 1969 and the final state to legalize it was New York in 1989.About 45% of marriages in Britain and, according to a 2009 study, 46% of marriages in the U.S. end in divorce.
== History ==
The history of marriage is often considered under History of the family or legal history.
=== Ancient world ===
==== Ancient Near East ====
Many cultures have legends concerning the origins of marriage. The way in which a marriage is conducted and its rules and ramifications have changed over time, as has the institution itself, depending on the culture or demographic of the time.The first recorded evidence of marriage ceremonies uniting a man and a woman dates back to approximately 2350 BC, in ancient Mesopotamia. Wedding ceremonies, as well as dowry and divorce, can be traced back to Mesopotamia and Babylonia.According to ancient Hebrew tradition, a wife was seen as being property of high value and was, therefore, usually, carefully looked after. Early nomadic communities in the Middle East practiced a form of marriage known as beena, in which a wife would own a tent of her own, within which she retains complete independence from her husband; this principle appears to survive in parts of early Israelite society, as some early passages of the Bible appear to portray certain wives as each owning a tent as a personal possession (specifically, Jael, Sarah, and Jacob's wives).
The husband, too, is indirectly implied to have some responsibilities to his wife. The Covenant Code orders "If he take him another; her food, her clothing, and her duty of marriage, shall he not diminish (or lessen)". If the husband does not provide the first wife with these things, she is to be divorced, without cost to her. The Talmud interprets this as a requirement for a man to provide food and clothing to, and have sex with, each of his wives. However, "duty of marriage" is also interpreted as whatever one does as a married couple, which is more than just sexual activity. And the term diminish, which means to lessen, shows the man must treat her as if he was not married to another.
As a polygynous society, the Israelites did not have any laws that imposed marital fidelity on men. However, the prophet Malachi states that none should be faithless to the wife of his youth and that God hates divorce. Adulterous married women, adulterous betrothed women, and the men who slept with them, however, were subject to the death penalty by the biblical laws against adultery According to the Priestly Code of the Book of Numbers, if a pregnant woman was suspected of adultery, she was to be subjected to the Ordeal of Bitter Water, a form of trial by ordeal, but one that took a miracle to convict. The literary prophets indicate that adultery was a frequent occurrence, despite their strong protests against it, and these legal strictness's.
==== Classical Greece and Rome ====
In ancient Greece, no specific civil ceremony was required for the creation of a heterosexual marriage – only mutual agreement and the fact that the couple must regard each other as husband and wife accordingly. Men usually married when they were in their 20s and women in their teens. It has been suggested that these ages made sense for the Greeks because men were generally done with military service or financially established by their late 20s, and marrying a teenage girl ensured ample time for her to bear children, as life expectancies were significantly lower. Married Greek women had few rights in ancient Greek society and were expected to take care of the house and children. Time was an important factor in Greek marriage. For example, there were superstitions that being married during a full moon was good luck and Greeks married in the winter in honor of Hera. Inheritance was more important than feelings: a woman whose father dies without male heirs could be forced to marry her nearest male relative – even if she had to divorce her husband first.There were several types of marriages in ancient Roman society. The traditional ("conventional") form called conventio in manum required a ceremony with witnesses and was also dissolved with a ceremony. In this type of marriage, a woman lost her family rights of inheritance of her old family and gained them with her new one. She now was subject to the authority of her husband. There was the free marriage known as sine manu. In this arrangement, the wife remained a member of her original family; she stayed under the authority of her father, kept her family rights of inheritance with her old family and did not gain any with the new family. The minimum age of marriage for girls was 12.
==== Germanic tribes ====
Among ancient Germanic tribes, the bride and groom were roughly the same age and generally older than their Roman counterparts, at least according to Tacitus:
The youths partake late of the pleasures of love, and hence pass the age of puberty unexhausted: nor are the virgins hurried into marriage; the same maturity, the same full growth is required: the sexes unite equally matched and robust, and the children inherit the vigor of their parents.
Where Aristotle had set the prime of life at 37 years for men and 18 for women, the Visigothic Code of law in the 7th century placed the prime of life at 20 years for both men and women, after which both presumably married. Tacitus states that ancient Germanic brides were on average about 20 and were roughly the same age as their husbands. Tacitus, however, had never visited the German-speaking lands and most of his information on Germania comes from secondary sources. In addition, Anglo-Saxon women, like those of other Germanic tribes, are marked as women from the age of 12 and older, based on archaeological finds, implying that the age of marriage coincided with puberty.
=== Europe ===
From the early Christian era (30 to 325 CE), marriage was thought of as primarily a private matter, with no uniform religious or other ceremony being required. However, bishop Ignatius of Antioch writing around 110 to bishop Polycarp of Smyrna exhorts, "[I]t becomes both men and women who marry, to form their union with the approval of the bishop, that their marriage may be according to God, and not after their own lust."In 12th-century Europe, women took the surname of their husbands and starting in the second half of the 16th century parental consent along with the church's consent was required for marriage.With few local exceptions, until 1545, Christian marriages in Europe were by mutual consent, declaration of intention to marry and upon the subsequent physical union of the parties. The couple would promise verbally to each other that they would be married to each other; the presence of a priest or witnesses was not required. This promise was known as the "verbum." If freely given and made in the present tense (e.g., "I marry you"), it was unquestionably binding; if made in the future tense ("I will marry you"), it would constitute a betrothal.
In 1552 a wedding took place in Zufia, Navarre, between Diego de Zufia and Mari-Miguel following the custom as it was in the realm since the Middle Ages, but the man denounced the marriage on the grounds that its validity was conditioned to "riding" her ("si te cabalgo, lo cual dixo de bascuence (...) balvin yo baneça aren senar içateko"). The tribunal of the kingdom rejected the husband's claim, validating the wedding, but the husband appealed to the tribunal in Zaragoza, and this institution annulled the marriage. According to the Charter of Navarre, the basic union consisted of a civil marriage with no priest required and at least two witnesses, and the contract could be broken using the same formula. The Church in turn lashed out at those who got married twice or thrice in a row while their formers spouses were still alive. In 1563 the Council of Trent, twenty-fourth session, required that a valid marriage must be performed by a priest before two witnesses.One of the functions of churches from the Middle Ages was to register marriages, which was not obligatory. There was no state involvement in marriage and personal status, with these issues being adjudicated in ecclesiastical courts. During the Middle Ages marriages were arranged, sometimes as early as birth, and these early pledges to marry were often used to ensure treaties between different royal families, nobles, and heirs of fiefdoms. The church resisted these imposed unions, and increased the number of causes for nullification of these arrangements. As Christianity spread during the Roman period and the Middle Ages, the idea of free choice in selecting marriage partners increased and spread with it.In Medieval Western Europe, later marriage and higher rates of definitive celibacy (the so-called "European marriage pattern") helped to constrain patriarchy at its most extreme level. For example, Medieval England saw marriage age as variable depending on economic circumstances, with couples delaying marriage until the early twenties when times were bad and falling to the late teens after the Black Death, when there were labor shortages; by appearances, marriage of adolescents was not the norm in England. Where the strong influence of classical Celtic and Germanic cultures (which were not rigidly patriarchal) helped to offset the Judaeo-Roman patriarchal influence, in Eastern Europe the tradition of early and universal marriage (often in early adolescence), as well as traditional Slavic patrilocal custom, led to a greatly inferior status of women at all levels of society.The average age of marriage for most of Northwestern Europe from 1500 to 1800 was around 25 years of age; as the Church dictated that both parties had to be at least 21 years of age to marry without the consent of their parents, the bride and groom were roughly the same age, with most brides in their early twenties and most grooms two or three years older, and a substantial number of women married for the first time in their thirties and forties, particularly in urban areas, with the average age at first marriage rising and falling as circumstances dictated. In better times, more people could afford to marry earlier and thus fertility rose and conversely marriages were delayed or forgone when times were bad, thus restricting family size; after the Black Death, the greater availability of profitable jobs allowed more people to marry young and have more children, but the stabilization of the population in the 16th century meant fewer job opportunities and thus more people delaying marriages.The age of marriage was not absolute, however, as child marriages occurred throughout the Middle Ages and later, with just some of them including:
The 1552 CE marriage between John Somerford and Jane Somerford Brereto, at the ages of 3 and 2, respectively.
In the early 1900s, Magnus Hirschfeld surveyed the age of consent in about 50 countries, which he found to often range between 12 and 16. In the Vatican, the age of consent was 12.As part of the Protestant Reformation, the role of recording marriages and setting the rules for marriage passed to the state, reflecting Martin Luther's view that marriage was a "worldly thing". By the 17th century, many of the Protestant European countries had a state involvement in marriage.
In England, under the Anglican Church, marriage by consent and cohabitation was valid until the passage of Lord Hardwicke's Act in 1753. This act instituted certain requirements for marriage, including the performance of a religious ceremony observed by witnesses.
As part of the Counter-Reformation, in 1563 the Council of Trent decreed that a Roman Catholic marriage would be recognized only if the marriage ceremony was officiated by a priest with two witnesses. The council also authorized a Catechism, issued in 1566, which defined marriage as "The conjugal union of man and woman, contracted between two qualified persons, which obliges them to live together throughout life."In the early modern period, John Calvin and his Protestant colleagues reformulated Christian marriage by enacting the Marriage Ordinance of Geneva, which imposed "The dual requirements of state registration and church consecration to constitute marriage" for recognition.
In England and Wales, Lord Hardwicke's Marriage Act 1753 required a formal ceremony of marriage, thereby curtailing the practice of Fleet Marriage, an irregular or a clandestine marriage. These were clandestine or irregular marriages performed at Fleet Prison, and at hundreds of other places. From the 1690s until the Marriage Act of 1753 as many as 300,000 clandestine marriages were performed at Fleet Prison alone. The Act required a marriage ceremony to be officiated by an Anglican priest in the Anglican Church with two witnesses and registration. The Act did not apply to Jewish marriages or those of Quakers, whose marriages continued to be governed by their own customs.
In England and Wales, since 1837, civil marriages have been recognized as a legal alternative to church marriages under the Marriage Act 1836. In Germany, civil marriages were recognized in 1875. This law permitted a declaration of the marriage before an official clerk of the civil administration, when both spouses affirm their will to marry, to constitute a legally recognized valid and effective marriage, and allowed an optional private clerical marriage ceremony.
In contemporary English common law, a marriage is a voluntary contract by a man and a woman, in which by agreement they choose to become husband and wife. Edvard Westermarck proposed that "the institution of marriage has probably developed out of a primeval habit".Since the late twentieth century, major social changes in Western countries have led to changes in the demographics of marriage, with the age of first marriage increasing, fewer people marrying, and more couples choosing to cohabit rather than marry. For example, the number of marriages in Europe decreased by 30% from 1975 to 2005. As of 2000, the average marriage age range was 25–44 years for men and 22–39 years for women.
=== China ===
The mythological origin of Chinese marriage is a story about Nüwa and Fu Xi who invented proper marriage procedures after becoming married. In ancient Chinese society, people of the same surname are supposed to consult with their family trees prior to marriage to reduce the potential risk of unintentional incest. Marrying one's maternal relatives was generally not thought of as incest. Families sometimes intermarried from one generation to another. Over time, Chinese people became more geographically mobile. Individuals remained members of their biological families. When a couple died, the husband and the wife were buried separately in the respective clan's graveyard. In a maternal marriage, a male would become a son-in-law who lived in the wife's home.
The New Marriage Law of 1950 radically changed Chinese marriage traditions, enforcing monogamy, equality of men and women, and choice in marriage; arranged marriages were the most common type of marriage in China until then. Starting October 2003, it became legal to marry or divorce without authorization from the couple's work units. Although people with infectious diseases such as AIDS may now marry, marriage is still illegal for the mentally ill.
== See also ==
Convention on Consent to Marriage, Minimum Age for Marriage and Registration of Marriages
List of countries by marriage rate
Marriage certificate
Relationship science
== Notes ==
== References ==
== Further reading ==
Bellarmine, Robert (1847). "The fifteenth precept, on Matrimony" . The Art of Dying Well. Translated by John Dalton. Richardson and Son.
Jones, Lucy; Mills, Sara; Paterson, Laura L.; Turner, Georgina; Coffey-Glover, Laura (2017). "Identity and naming practices in British marriage and civil partnerships" (PDF). Gender and Language. 11 (3): 309–35. doi:10.1558/genl.27916.
Council of Trent (1829). "Part 2: Holy Matrimony" . The catechism of the Council of Trent. Translated by James Donovan. Lucas Brothers.
== External links ==
For Better, for Worse: British Marriages, 1600 to the Present John Gillis. 1985. Oxford University Press. ISBN 0-19-503614-X
The Council of Trent on Marriage by the Catholic Church
"Legal Regulation of Marital Relations: An Historical and Comparative Approach – Gautier 19 (1): 47 – International Journal of Law, Policy and the Family". Archived from the original on 17 December 2005.
"Marriage – Its Various Forms and the Role of the State" on BBC Radio 4's In Our Time featuring Janet Soskice, Frederik Pedersen and Christina Hardyment
Radical Principles and the Legal Institution of Marriage: Domestic Relations Law and Social Democracy in Sweden – Bradley 4 (2): 154 – International Journal of Law, Policy and the Family
Recordings & Photos from a College Historical Society debate on the role of marriage, featuring Senator David Norris and Senator Rónán Mullen.
Chris Knight. "Early Human Kinship Was Matrilineal." In N. J. Allen, H. Callan, R. Dunbar and W. James (eds.), Early Human Kinship. Oxford: Blackwell, pp. 61–82.
The Delights of Wisdom Concerning Marriage ("Conjugial") Love, After Which Follows the Pleasures of Insanity Concerning Scortatory Love. by Emanuel Swedenborg (Swedenborg Society 1953)
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Asia
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Asia ( , UK also ) is the largest continent in the world by both land area and population. It covers an area of more than 44 million square kilometers, about 30% of Earth's total land area and 8% of Earth's total surface area. The continent, which has long been home to the majority of the human population, was the site of many of the first civilizations. Its 4.7 billion people constitute roughly 60% of the world's population, having more people than all other continents combined.Asia shares the landmass of Eurasia with Europe, and of Afro-Eurasia with both Europe and Africa. In general terms, it is bounded on the east by the Pacific Ocean, on the south by the Indian Ocean, and on the north by the Arctic Ocean. The border of Asia with Europe is a historical and cultural construct, as there is no clear physical and geographical separation between them. It is somewhat arbitrary and has moved since its first conception in classical antiquity. The division of Eurasia into two continents reflects East–West cultural, linguistic, and ethnic differences, some of which vary on a spectrum rather than with a sharp dividing line. A commonly accepted division places Asia to the east of the Suez Canal separating it from Africa; and to the east of the Turkish Straits, the Ural Mountains and Ural River, and to the south of the Caucasus Mountains and the Caspian and Black seas, separating it from Europe.China and India alternated in being the largest economies in the world from 1 to 1,800 CE. China was a major economic power and attracted many to the east, and for many the legendary wealth and prosperity of the ancient culture of India personified Asia, attracting European commerce, exploration and colonialism. The accidental discovery of a trans-Atlantic route from Europe to America by Columbus while in search for a route to India demonstrates this deep fascination. The Silk Road became the main east–west trading route in the Asian hinterlands while the Straits of Malacca stood as a major sea route. Asia has exhibited economic dynamism (particularly East Asia) as well as robust population growth during the 20th century, but overall population growth has since fallen. Asia was the birthplace of most of the world's mainstream religions including Hinduism, Zoroastrianism, Judaism, Jainism, Buddhism, Confucianism, Taoism, Christianity, Islam, Sikhism, as well as many other religions.
Given its size and diversity, the concept of Asia—a name dating back to classical antiquity—may actually have more to do with human geography than physical geography. Asia varies greatly across and within its regions with regard to ethnic groups, cultures, environments, economics, historical ties and government systems. It also has a mix of many different climates ranging from the equatorial south via the hot desert in the Middle East, temperate areas in the east and the continental centre to vast subarctic and polar areas in Siberia.
== Definition and boundaries ==
=== Asia–Africa boundary ===
The boundary between Asia and Africa is the Red Sea, the Gulf of Suez, and the Suez Canal. This makes Egypt a transcontinental country, with the Sinai peninsula in Asia and the remainder of the country in Africa.
=== Asia–Europe boundary ===
The threefold division of the Old World into Europe, Asia and Africa has been in use since the 6th century BCE, due to Greek geographers such as Anaximander and Hecataeus. Anaximander placed the boundary between Asia and Europe along the Phasis River (the modern Rioni river) in Georgia of Caucasus (from its mouth by Poti on the Black Sea coast, through the Surami Pass and along the Kura River to the Caspian Sea), a convention still followed by Herodotus in the 5th century BCE. During the Hellenistic period, this convention was revised, and the boundary between Europe and Asia was now considered to be the Tanais (the modern Don River). This is the convention used by Roman era authors such as Posidonius, Strabo and Ptolemy.The border between Asia and Europe was historically defined by European academics. The Don River became unsatisfactory to northern Europeans when Peter the Great, king of the Tsardom of Russia, defeating rival claims of Sweden and the Ottoman Empire to the eastern lands, and armed resistance by the tribes of Siberia, synthesized a new Russian Empire extending to the Ural Mountains and beyond, founded in 1721.In Sweden, five years after Peter's death, in 1730 Philip Johan von Strahlenberg published a new atlas proposing the Ural Mountains as the border of Asia. Tatishchev announced that he had proposed the idea to von Strahlenberg. The latter had suggested the Emba River as the lower boundary. Over the next century various proposals were made until the Ural River prevailed in the mid-19th century. The border had been moved perforce from the Black Sea to the Caspian Sea into which the Ural River projects. The border between the Black Sea and the Caspian is usually placed along the crest of the Caucasus Mountains, although it is sometimes placed further north.
=== Asia–Oceania boundary ===
The border between Asia and the region of Oceania is usually placed somewhere in the Indonesia Archipelago. The Maluku Islands are often considered to lie on the border of southeast Asia, with Indonesian New Guinea, to the east of the islands, being wholly part of Oceania. The terms Southeast Asia and Oceania, devised in the 19th century, have had several vastly different geographic meanings since their inception. The chief factor in determining which islands of the Indonesian Archipelago are Asian has been the location of the colonial possessions of the various empires there (not all European). Lewis and Wigen assert, "The narrowing of 'Southeast Asia' to its present boundaries was thus a gradual process."
=== Asia–North America boundary ===
The Bering Strait and Bering Sea separate the landmasses of Asia and North America, as well as forming the international boundary between Russia and the United States. This national and continental boundary separates the Diomede Islands in the Bering Strait, with Big Diomede in Russia and Little Diomede in the United States. The Aleutian Islands are an island chain extending westward from the Alaskan Peninsula toward Russia's Komandorski Islands and Kamchatka Peninsula. Most of them are always associated with North America, except for the westernmost Near Islands group, which is on Asia's continental shelf beyond the North Aleutians Basin and on rare occasions could be associated with Asia, which could then allow the U.S. state of Alaska as well as the United States itself to be considered a transcontinental state. The Aleutian Islands are sometimes associated with Oceania, owing to their status as remote Pacific islands, and their proximity to the Pacific Plate. This is extremely rare however, due to their non-tropical biogeography, as well as their inhabitants, who have historically been related to Indigenous Americans.St. Lawrence Island in the northern Bering Sea belongs to Alaska and may be associated with either continent but is almost always considered part of North America, as with the Rat Islands in the Aleutian chain. At their nearest points, Alaska and Russia are separated by only 4 kilometres (2.5 miles).
=== Ongoing definition ===
Geographical Asia is a cultural artifact of European conceptions of the world, beginning with the Ancient Greeks, being imposed onto other cultures, an imprecise concept causing endemic contention about what it means. Asia does not exactly correspond to the cultural borders of its various types of constituents.From the time of Herodotus a minority of geographers have rejected the three-continent system (Europe, Africa, Asia) on the grounds that there is no substantial physical separation between them. For example, Sir Barry Cunliffe, the emeritus professor of European archeology at Oxford, argues that Europe has been geographically and culturally merely "the western excrescence of the continent of Asia".Geographically, Asia is the major eastern constituent of the continent of Eurasia with Europe being a northwestern peninsula of the landmass. Asia, Europe and Africa make up a single continuous landmass—Afro-Eurasia (except for the Suez Canal)—and share a common continental shelf. Almost all of Europe and a major part of Asia sit atop the Eurasian Plate, adjoined on the south by the Arabian and Indian Plate and with the easternmost part of Siberia (east of the Chersky Range) on the North American Plate.
== Etymology ==
The term "Asia" is believed to originate in the Bronze Age placename Assuwa (Hittite: 𒀸𒋗𒉿, romanized: aš-šu-wa) which originally referred only to a portion of northwestern Anatolia. The term appears in Hittite records recounting how a confederation of Assuwan states including Troy unsuccessfully rebelled against the Hittite king Tudhaliya I around 1400 BCE. Roughly contemporary Linear B documents contain the term asiwia (Mycenaean Greek: 𐀀𐀯𐀹𐀊, romanized: a-si-wi-ja), seemingly in reference to captives from the same area.
Herodotus used the term Ἀσία in reference to Anatolia and the territory of the Persian Empire, in contrast to Greece and Egypt. He reports that Greeks assumed that Asia was named after the wife of Prometheus, but that Lydians say it was named after Asies, son of Cotys, who passed the name on to a tribe at Sardis. In Greek mythology, "Asia" (Ἀσία) or "Asie" (Ἀσίη) was the name of a "Nymph or Titan goddess of Lydia". The Iliad (attributed by the ancient Greeks to Homer) mentions two Phrygians in the Trojan War named Asios (an adjective meaning "Asian"); and also a marsh or lowland containing a marsh in Lydia as ασιος. According to many Muslims, the term came from Ancient Egypt's Queen Asiya, the adoptive mother of Moses.The term was later adopted by the Romans, who used it in reference to the province of Asia, located in western Anatolia. One of the first writers to use Asia as a name of the whole continent was Pliny.
== History ==
The history of Asia can be seen as the distinct histories of several peripheral coastal regions: East Asia, South Asia, Southeast Asia and the Middle East (West Asia), linked by the interior mass of the Central Asian steppes.
The coastal periphery was home to some of the world's earliest known civilizations, each of them developing around fertile river valleys. The civilizations in Mesopotamia, the Indus Valley and the Yellow River shared many similarities. These civilizations may well have exchanged technologies and ideas such as mathematics and the wheel. Other innovations, such as writing, seem to have been developed individually in each area. Cities, states and empires developed in these lowlands.
The central steppe region had long been inhabited by horse-mounted nomads who could reach all areas of Asia from the steppes. The earliest postulated expansion out of the steppe is that of the Indo-Europeans, who spread their languages into the Middle East, South Asia, and the borders of China, where the Tocharians resided. The northernmost part of Asia, including much of Siberia, was largely inaccessible to the steppe nomads, owing to the dense forests, climate and tundra. These areas remained very sparsely populated.
The center and the peripheries were mostly kept separated by mountains and deserts. The Caucasus and Himalaya mountains and the Karakum and Gobi deserts formed barriers that the steppe horsemen could cross only with difficulty. While the urban city dwellers were more advanced technologically and socially, in many cases they could do little in a military aspect to defend against the mounted hordes of the steppe. However, the lowlands did not have enough open grasslands to support a large horsebound force; for this and other reasons, the nomads who conquered states in China, India, and the Middle East often found themselves adapting to the local, more affluent societies.
The Islamic Caliphate's defeats of the Byzantine and Persian empires led to West Asia and southern parts of Central Asia and western parts of South Asia under its control during its conquests of the 7th century. The Mongol Empire conquered a large part of Asia in the 13th century, an area extending from China to Europe. Before the Mongol invasion, Song dynasty reportedly had approximately 120 million citizens; the 1300 census which followed the invasion reported roughly 60 million people.The Black Death, one of the most devastating pandemics in human history, is thought to have originated in the arid plains of central Asia, where it then travelled along the Silk Road.The Russian Empire began to expand into Asia from the 17th century, and would eventually take control of all of Siberia and most of Central Asia by the end of the 19th century. The Ottoman Empire controlled Anatolia, most of the Middle East, North Africa and the Balkans from the mid 16th century onwards. In the 17th century, the Manchu conquered China and established the Qing dynasty. The Islamic Mughal Empire and the Hindu Maratha Empire controlled much of India in the 16th and 18th centuries respectively.Western European colonisation of Asia coincided with the Industrial Revolution in the West and the dethroning of India and China as the world's foremost economies. The British Empire became dominant in South Asia, with large parts of the region first being conquered by British traders before falling under direct British rule; extreme poverty doubled to over 50% during this era. The Middle East was contested and partitioned by the British and French, while Southeast Asia was carved up between the British, Dutch and French. Various Western powers dominated China in what later became known as the "century of humiliation", with the British-supported opium trade and later Opium Wars resulting in China being forced into an unprecedented situation of importing more than it exported. Foreign domination of China was furthered by the Empire of Japan, which controlled most of East Asia and much of Southeast Asia, New Guinea and the Pacific islands during this era; Japan's domination was enabled by its rapid rise that had taken place during the Meiji era of the late 19th century, in which it applied industrial knowledge learned from the West and thus overtook the rest of Asia.With the end of World War II in 1945 and the wartime ruination of Europe and imperial Japan, many countries in Asia were able to rapidly free themselves of colonial rule. The independence of India came along with the carving out of a separate nation for the majority of Indian Muslims, which today has become the countries Pakistan and Bangladesh.Some Arab countries took economic advantage of massive oil deposits that were discovered in their territory, becoming globally influential. East Asian nations (along with Singapore in Southeast Asia) became economically prosperous with high-growth "tiger economies", with China regaining its place among the top two economies of the world by the 21st century. India has grown significantly because of economic liberalisation that started in the 1990s, with extreme poverty now below 20%.
== Geography ==
Asia is the largest continent on Earth. It covers 9% of the Earth's total surface area (or 30% of its land area), and has the longest coastline, at 62,800 kilometres (39,022 mi). Asia is generally defined as comprising the eastern four-fifths of Eurasia. It is located to the east of the Suez Canal and the Ural Mountains, and south of the Caucasus Mountains (or the Kuma–Manych Depression) and the Caspian and Black Seas. It is bounded on the east by the Pacific Ocean, on the south by the Indian Ocean and on the north by the Arctic Ocean. Asia is subdivided into 49 countries, five of them (Georgia, Azerbaijan, Russia, Kazakhstan and Turkey) are transcontinental countries lying partly in Europe. Geographically, Russia is partly in Asia, but is considered a European nation, both culturally and politically.
The Gobi Desert is in Mongolia and the Arabian Desert stretches across much of the Middle East. The Yangtze River in China is the longest river in the continent. The Himalayas between Nepal and China is the tallest mountain range in the world. Tropical rainforests stretch across much of southern Asia and coniferous and deciduous forests lie farther north.
=== Main regions ===
There are various approaches to the regional division of Asia. The following subdivision into regions is used, among others, by the UN statistics agency UNSD. This division of Asia into regions by the United Nations is done solely for statistical reasons and does not imply any assumption about political or other affiliations of countries and territories.
North Asia (Siberia)
Central Asia (The 'stans)
West Asia (The Middle East or Near East and the Caucasus)
South Asia (Indian subcontinent)
East Asia (Far East)
Southeast Asia (East Indies and Indochina)
=== Climate ===
Asia has extremely diverse climate features. Climates range from arctic and subarctic in Siberia to tropical in southern India and Southeast Asia. It is moist across southeast sections, and dry across much of the interior. Some of the largest daily temperature ranges on Earth occur in western sections of Asia. The monsoon circulation dominates across southern and eastern sections, due to the presence of the Himalayas forcing the formation of a thermal low which draws in moisture during the summer. Southwestern sections of the continent are hot. Siberia is one of the coldest places in the Northern Hemisphere, and can act as a source of arctic air masses for North America. The most active place on Earth for tropical cyclone activity lies northeast of the Philippines and south of Japan.
==== Climate change ====
Climate change is having major impacts on many countries in the continent.
A survey carried out in 2010 by global risk analysis farm Maplecroft identified 16 countries that are extremely vulnerable to climate change. Each nation's vulnerability was calculated using 42 socio, economic and environmental indicators, which identified the likely climate change impacts during the next 30 years. The Asian countries of Bangladesh, India, the Philippines, Vietnam, Thailand, Pakistan, China and Sri Lanka were among the 16 countries facing extreme risk from climate change. Some shifts are already occurring. For example, in tropical parts of India with a semi-arid climate, the temperature increased by 0.4 °C between 1901 and 2003.
A 2013 study by the International Crops Research Institute for the Semi-Arid Tropics (ICRISAT) aimed to find science-based, pro-poor approaches and techniques that would enable Asia's agricultural systems to cope with climate change, while benefitting poor and vulnerable farmers. The study's recommendations ranged from improving the use of climate information in local planning and strengthening weather-based agro-advisory services, to stimulating diversification of rural household incomes and providing incentives to farmers to adopt natural resource conservation measures to enhance forest cover, replenish groundwater and use renewable energy.The ten countries of the Association of Southeast Asian Nations (ASEAN) – Brunei, Cambodia, Indonesia, Laos, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam – are among the most vulnerable to the effects of climate change in the world, however, ASEAN's climate mitigation efforts are not commensurate with the climate threats and risks it faces.
== Economy ==
Asia has the largest continental economy in the world by both GDP nominal and PPP values, and is the fastest growing economic region. As of 2023, China is by far the largest economy on the continent, making up nearly half of the continent's economy by GDP nominal. It is followed by Japan, India, South Korea, Indonesia, Saudi Arabia and Turkey, which are all ranked amongst the top 20 largest economies both by nominal and PPP values. Based on Global Office Locations 2011, Asia dominated the office locations with 4 of the top 5 being in Asia: Hong Kong, Singapore, Tokyo and Seoul. Around 68 percent of international firms have an office in Hong Kong.In the late 1990s and early 2000s, the economies of China and India grew rapidly, both with an average annual growth rate of more than 8%. Other recent very-high-growth nations in Asia include Israel, Malaysia, Indonesia, Bangladesh, Thailand, Vietnam, and the Philippines, and mineral-rich nations such as Kazakhstan, Turkmenistan, Iran, Brunei, the United Arab Emirates, Qatar, Kuwait, Saudi Arabia, Bahrain and Oman.According to economic historian Angus Maddison in his book The World Economy: A Millennial Perspective, India had the world's largest economy during 0 BCE and 1000 BCE. Historically, India was the largest economy in the world for most of the two millennia from the 1st until 19th century, contributing 25% of the world's industrial output. China was the largest and most advanced economy on earth for much of recorded history and shared the mantle with India. For several decades in the late twentieth century Japan was the largest economy in Asia and second-largest of any single nation in the world, after surpassing the Soviet Union (measured in net material product) in 1990 and Germany in 1968. (NB: A number of supernational economies are larger, such as the European Union (EU), the North American Free Trade Agreement (NAFTA) or APEC). This ended in 2010 when China overtook Japan to become the world's second largest economy. It is forecasted that India will overtake Japan in terms of nominal GDP by 2027.In the late 1980s and early 1990s, Japan's GDP by currency exchange rates was almost as large as that of the rest of Asia combined. In 1995, Japan's economy nearly equaled that of the US as the largest economy in the world for a day, after the Japanese currency reached a record high of 79 yen/US$. Economic growth in Asia since World War II to the 1990s had been concentrated in Japan as well as the four regions of South Korea, Taiwan, Hong Kong and Singapore located in the Pacific Rim, known as the Asian tigers, which are now all considered developed economies, having amongst the highest GDP per capita in Asia.
Asia is the largest continent in the world by a considerable margin, and it is rich in natural resources, such as petroleum, forests, fish, water, rice, copper and silver. Manufacturing in Asia has traditionally been strongest in East and Southeast Asia, particularly in China, Taiwan, South Korea, Japan, India, the Philippines, and Singapore. Japan and South Korea continue to dominate in the area of multinational corporations, but increasingly the PRC and India are making significant inroads. Many companies from Europe, North America, South Korea and Japan have operations in Asia's developing countries to take advantage of its abundant supply of cheap labour and relatively developed infrastructure.According to Citigroup in 2011, 9 of 11 Global Growth Generators countries came from Asia driven by population and income growth. They are Bangladesh, China, India, Indonesia, Iraq, Mongolia, the Philippines, Sri Lanka and Vietnam. Asia has three main financial centers: Hong Kong, Tokyo and Singapore. Call centers and business process outsourcing (BPOs) are becoming major employers in India and the Philippines due to the availability of a large pool of highly skilled, English-speaking workers. The increased use of outsourcing has assisted the rise of India and the China as financial centers. Due to its large and extremely competitive information technology industry, India has become a major hub for outsourcing.Trade between Asian countries and countries on other continents is largely carried out on the sea routes that are important for Asia. Individual main routes have emerged from this. The main route leads from the Chinese coast south via Hanoi to Jakarta, Singapore and Kuala Lumpur through the Strait of Malacca via the Sri Lankan Colombo to the southern tip of India via Malé to East Africa Mombasa, from there to Djibouti, then through the Red Sea over the Suez Canal into Mediterranean, there via Haifa, Istanbul and Athens to the upper Adriatic to the northern Italian hub of Trieste with its rail connections to Central and Eastern Europe or further to Barcelona and around Spain and France to the European northern ports. A far smaller part of the goods traffic runs via South Africa to Europe. A particularly significant part of the Asian goods traffic is carried out across the Pacific towards Los Angeles and Long Beach. In contrast to the sea routes, the Silk Road via the land route to Europe is on the one hand still under construction and on the other hand is much smaller in terms of scope. Intra-Asian trade, including sea trade, is growing rapidly.In 2010, Asia had 3.3 million millionaires (people with net worth over US$1 million excluding their homes), slightly below North America with 3.4 million millionaires. Last year Asia had toppled Europe.
Citigroup in The Wealth Report 2012 stated that Asian centa-millionaire overtook North America's wealth for the first time as the world's "economic center of gravity" continued moving east. At the end of 2011, there were 18,000 Asian people mainly in Southeast Asia, China and Japan who have at least $100 million in disposable assets, while North America with 17,000 people and Western Europe with 14,000 people.
== Tourism ==
With growing Regional Tourism with domination of Chinese visitors, MasterCard has released Global Destination Cities Index 2013 with 10 of 20 are dominated by Asia and Pacific Region Cities and also for the first time a city of a country from Asia (Bangkok) set in the top-ranked with 15.98 million international visitors.
== Demographics ==
East Asia had by far the strongest overall Human Development Index (HDI) improvement of any region in the world, nearly doubling average HDI attainment over the past 40 years, according to the report's analysis of health, education and income data. China, the second highest achiever in the world in terms of HDI improvement since
1970, is the only country on the "Top 10 Movers" list due to income rather than health or education achievements. Its per capita income increased a stunning 21-fold over the last four decades, also lifting hundreds of millions out of income poverty. Yet it was not among the region's top performers in improving school enrollment and life expectancy.Nepal, a South Asian country, emerges as one of the world's fastest movers since 1970 mainly due to health and education achievements. Its present life expectancy is 25 years longer than in the 1970s. More than four of every five children of school age in Nepal now attend primary school, compared to just one in five 40 years ago. Hong Kong ranked highest among the countries grouped on the HDI (number 7 in the world, which is in the "very high human development" category), followed by Singapore (9), Japan (19) and South Korea (22). Afghanistan (155) ranked lowest amongst Asian countries out of the 169 countries assessed.
=== Languages ===
Asia is home to several language families and many language isolates. Most Asian countries have more than one language that is natively spoken. For instance, according to Ethnologue, more than 700 languages are spoken in Indonesia, more than 400 languages spoken in India, and more than 100 are spoken in the Philippines. China has many languages and dialects in different provinces.
=== Religions ===
Many of the world's major religions have their origins in Asia, including the five most practiced in the world (excluding irreligion), which are Christianity, Islam, Hinduism, Chinese folk religion (classified as Confucianism and Taoism), and Buddhism respectively. Asian mythology is complex and diverse. The story of the Great Flood for example, as presented to Jews in the Hebrew Bible in the narrative of Noah—and later to Christians in the Old Testament, and to Muslims in the Quran—is earliest found in Mesopotamian mythology, in the Enûma Eliš and Epic of Gilgamesh. Hindu mythology similarly tells about an avatar of Vishnu in the form of a fish who warned Manu of a terrible flood. Ancient Chinese mythology also tells of a Great Flood spanning generations, one that required the combined efforts of emperors and divinities to control.
==== Abrahamic ====
The Abrahamic religions including Judaism, Christianity, Islam, Druze faith, and Baháʼí Faith originated in West Asia.Judaism, the oldest of the Abrahamic faiths, is practiced primarily in Israel, the indigenous homeland and historical birthplace of the Hebrew nation: which today consists both of those Jews who remained in the Middle East and those who returned from diaspora in Europe, North America, and other regions; though various diaspora communities persist worldwide. Jews are the predominant ethnic group in Israel (75.6%) numbering at about 6.1 million, although the levels of adherence to Jewish religion vary. Outside of Israel there are small ancient Jewish communities in Turkey (17,400), Azerbaijan (9,100), Iran (8,756), India (5,000) and Uzbekistan (4,000), among many other places. In total, there are 14.4–17.5 million (2016, est.) Jews alive in the world today, making them one of the smallest Asian minorities, at roughly 0.3 to 0.4 percent of the total population of the continent.
Christianity is a widespread religion in Asia with more than 286 million adherents according to Pew Research Center in 2010, and nearly 364 million according to Britannica Book of the Year 2014. Constituting around 12.6% of the total population of Asia. In the Philippines and East Timor, Roman Catholicism is the predominant religion; it was introduced by the Spaniards and the Portuguese, respectively. In Armenia and Georgia, Eastern Orthodoxy is the predominant religion. In the Middle East, such as in the Levant, Anatolia and Fars, Syriac Christianity (Church of the East) and Oriental Orthodoxy are prevalent minority denominations, which are both Eastern Christian sects mainly adhered to Assyrian people or Syriac Christians. Vibrant indigenous minorities in West Asia are adhering to the Eastern Catholic Churches and Eastern Orthodoxy. Saint Thomas Christians in India trace their origins to the evangelistic activity of Thomas the Apostle in the 1st century. Significant Christian communities also found in Central Asia, South Asia, Southeast Asia and East Asia.Islam, which originated in the Hejaz located in modern-day Saudi Arabia, is the second largest and most widely-spread religion in Asia with at least 1 billion Muslims constituting around 23.8% of the total population of Asia. With 12.7% of the world Muslim population, the country currently with the largest Muslim population in the world is Indonesia, followed by Pakistan (11.5%), India (10%), Bangladesh, Iran and Turkey. Mecca, Medina and Jerusalem are the three holiest cities for Islam in all the world. The Hajj and Umrah attract large numbers of Muslim devotees from all over the world to Mecca and Medina. Iran is the largest Shi'a country.
The Druze Faith or Druzism originated in West Asia, is a monotheistic religion based on the teachings of figures like Hamza ibn-'Ali ibn-Ahmad and Al-Hakim bi-Amr Allah, and Greek philosophers such as Plato and Aristotle. The number of Druze people worldwide is around one million, with about 45% to 50% live in Syria, 35% to 40% live in Lebanon, and less than 10% live in Israel, with recently there has been a growing Druze diaspora.The Baháʼí Faith originated in Asia, in Iran (Persia), and spread from there to the Ottoman Empire, Central Asia, India, and Burma during the lifetime of Bahá'u'lláh. Since the middle of the 20th century, growth has particularly occurred in other Asian countries, because Baháʼí activities in many Muslim countries has been severely suppressed by authorities. Lotus Temple is a big Baháʼí Temple in India.
==== Indian and East Asian religions ====
Almost all Asian religions have philosophical character and Asian philosophical traditions cover a large spectrum of philosophical thoughts and writings. Indian philosophy includes Hindu philosophy and Buddhist philosophy. They include elements of nonmaterial pursuits, whereas another school of thought from India, Cārvāka, preached the enjoyment of the material world. The religions of Hinduism, Buddhism, Jainism and Sikhism originated in India, South Asia. In East Asia, particularly in China and Japan, Confucianism, Taoism and Zen Buddhism took shape.
As of 2012, Hinduism has around 1.1 billion adherents. The faith represents around 25% of Asia's population and is the largest religion in Asia. However, it is mostly concentrated in South Asia. Over 80% of the populations of both India and Nepal adhere to Hinduism, alongside significant communities in Bangladesh, Pakistan, Bhutan, Sri Lanka and Bali, Indonesia. Many overseas Indians in countries such as Burma, Singapore and Malaysia also adhere to Hinduism.
Buddhism has a great following in mainland Southeast Asia and East Asia. Buddhism is the religion of the majority of the populations of Cambodia (96%), Thailand (95%), Burma (80–89%), Japan (36–96%), Bhutan (75–84%), Sri Lanka (70%), Laos (60–67%) and Mongolia (53–93%). Taiwan (35–93%), South Korea (23–50%), Malaysia (19–21%), Nepal (9–11%), Vietnam (10–75%), China (20–50%), North Korea (2–14%), and small communities in India and Bangladesh. The Communist-governed countries of China, Vietnam and North Korea are officially atheist, thus the number of Buddhists and other religious adherents may be under-reported.
Jainism is found mainly in India and in overseas Indian communities such as the United States and Malaysia. Sikhism is found in Northern India and amongst overseas Indian communities in other parts of Asia, especially Southeast Asia. Confucianism is found predominantly in Mainland China, South Korea, Taiwan and in overseas Chinese populations. Taoism is found mainly in Mainland China, Taiwan, Malaysia and Singapore. In many Chinese communities, Taoism is easily syncretized with Mahayana Buddhism, thus exact religious statistics are difficult to obtain and may be understated or overstated.
== Modern conflicts ==
Some of the events pivotal in the Asia territory related to the relationship with the outside world in the post-Second World War were:
The Partition of India
The Chinese Civil War
The Kashmir conflict
The Balochistan Conflict
The Naxalite–Maoist insurgency in India
The Korean War
The French Indochina War
The Vietnam War
The Indonesia–Malaysia confrontation
The 1959 Tibetan uprising
The Sino-Vietnamese War
The Bangladesh Liberation War
The Yom Kippur War
The Xinjiang conflict
The Iranian Revolution
The Soviet–Afghan War
The Iran–Iraq War
The Cambodian Killing Fields
The Insurgency in Laos
The Lebanese Civil War
The Sri Lankan Civil War
The 1988 Maldives coup d'état
The Dissolution of the Soviet Union
The Gulf War
The Nepalese Civil War
The Indo-Pakistani wars and conflicts
The West Papua conflict
The First Nagorno-Karabakh War
The 1989 Tiananmen Square protests
The Indonesian occupation of East Timor
The 1999 Pakistani coup d'état
The War in Afghanistan
The Iraq War
The South Thailand insurgency
The 2006 Thai coup d'état
The Burmese Civil War
The Saffron Revolution
The Kurdish–Turkish conflict
The Arab Spring
The Israeli–Palestinian conflict
The Arab–Israeli conflict
The Syrian Civil War
The Sino-Indian War
The 2014 Thai coup d'état
The Moro conflict in the Philippines
The Islamic State of Iraq and the Levant
The Turkish invasion of Syria
The Rohingya crisis in Myanmar
The Saudi Arabian-led intervention in Yemen
The Hong Kong protests
The 2020 China–India skirmishes
The Sino-Indian border dispute
== Culture ==
The culture of Asia is a diverse blend of customs and traditions that have been practiced by the various ethnic groups of the continent for centuries. The continent is divided into six geographic sub-regions: Central Asia, East Asia, North Asia, South Asia, Southeast Asia, and West Asia. These regions are defined by their cultural similarities, including common religions, languages, and ethnicities. West Asia, also known as Southwest Asia or the Middle East, has cultural roots in the ancient civilizations of the Fertile Crescent and Mesopotamia, which gave rise to the Persian, Arab, Ottoman empires, as well as the Abrahamic religions of Judaism, Christianity and Islam. These civilizations, which are located in the Hilly flanks, are among the oldest in the world, with evidence of farming dating back to around 9000 BCE. Despite the challenges posed by the vast size of the continent and the presence of natural barriers such as deserts and mountain ranges, trade and commerce have helped to create a Pan-Asian culture that is shared across the region.
=== Nobel prizes ===
The polymath Rabindranath Tagore, a Bengali poet, dramatist, and writer from Santiniketan, now in West Bengal, India, became in 1913 the first Asian Nobel laureate. He won his Nobel Prize in Literature for notable impact his prose works and poetic thought had on English, French, and other national literatures of Europe and the Americas. He is also the writer of the national anthems of Bangladesh and India.
Other Asian writers who won Nobel Prize for literature include Yasunari Kawabata (Japan, 1968), Kenzaburō Ōe (Japan, 1994), Gao Xingjian (China, 2000), Orhan Pamuk (Turkey, 2006), and Mo Yan (China, 2012). Some may consider the American writer, Pearl S. Buck, an honorary Asian Nobel laureate, having spent considerable time in China as the daughter of missionaries, and based many of her novels, namely The Good Earth (1931) and The Mother (1933), as well as the biographies of her parents for their time in China, The Exile and Fighting Angel, all of which earned her the Literature prize in 1938.
Also, Mother Teresa of India and Shirin Ebadi of Iran were awarded the Nobel Peace Prize for their significant and pioneering efforts for democracy and human rights, especially for the rights of women and children. Ebadi is the first Iranian and the first Muslim woman to receive the prize. Another Nobel Peace Prize winner is Aung San Suu Kyi from Burma for her peaceful and non-violent struggle under a military dictatorship in Burma. She is a nonviolent pro-democracy activist and leader of the National League for Democracy in Burma (Myanmar) and a noted prisoner of conscience. She is a Buddhist and was awarded the Nobel Peace Prize in 1991. Chinese dissident Liu Xiaobo was awarded the Nobel Peace Prize for "his long and non-violent struggle for fundamental human rights in China" on 8 October 2010. He is the first Chinese citizen to be awarded a Nobel Prize of any kind while residing in China. In 2014, Kailash Satyarthi from India and Malala Yousafzai from Pakistan were awarded the Nobel Peace Prize "for their struggle against the suppression of children and young people and for the right of all children to education".
Sir C.V. Raman is the first Asian to get a Nobel prize in Sciences. He won the Nobel Prize in Physics "for his work on the scattering of light and for the discovery of the effect named after him".
Japan has won the most Nobel Prizes of any Asian nation with 24 followed by India which has won 13.
Amartya Sen, (born 3 November 1933) is an Indian economist who was awarded the 1998 Nobel Memorial Prize in Economic Sciences for his contributions to welfare economics and social choice theory, and for his interest in the problems of society's poorest members.
Other Asian Nobel Prize winners include Subrahmanyan Chandrasekhar, Abdus Salam, Malala Yousafzai, Robert Aumann, Menachem Begin, Aaron Ciechanover, Avram Hershko, Daniel Kahneman, Shimon Peres, Yitzhak Rabin, Ada Yonath, Yasser Arafat, José Ramos-Horta and Bishop Carlos Filipe Ximenes Belo of Timor Leste, Kim Dae-jung, and 13 Japanese scientists. Most of the said awardees are from Japan and Israel except for Chandrasekhar and Raman (India), Abdus Salam and Malala Yousafzai, (Pakistan), Arafat (Palestinian Territories), Kim (South Korea), and Horta and Belo (Timor Leste).
In 2006, Dr. Muhammad Yunus of Bangladesh was awarded the Nobel Peace Prize for the establishment of Grameen Bank, a community development bank that lends money to poor people, especially women in Bangladesh. Dr. Yunus received his PhD in economics from Vanderbilt University, United States. He is internationally known for the concept of micro credit which allows poor and destitute people with little or no collateral to borrow money. The borrowers typically pay back money within the specified period and the incidence of default is very low.
The Dalai Lama has received approximately eighty-four awards over his spiritual and political career. On 22 June 2006, he became one of only four people ever to be recognized with Honorary Citizenship by the Governor General of Canada. On 28 May 2005, he received the Christmas Humphreys Award from the Buddhist Society in the United Kingdom. Most notable was the Nobel Peace Prize, presented in Oslo, Norway on 10 December 1989.
== Political geography ==
Within the above-mentioned states are several partially recognized countries with limited to no international recognition. None of them are members of the UN:
== See also ==
References to articles:
Subregions of AsiaSpecial topics:
Asian Century
Asian cuisine
Asian furniture
Asian Games
Asia-Pacific
Asian Para Games
Asian Monetary Unit
Asian people
Cave temples in Asia
Eastern world
Eurasia
Far East
East Asia
Southeast Asia
South Asia
Central Asia
West Asia
North Asia
Fauna of Asia
Flags of Asia
Middle East
Eastern Mediterranean
Levant
Near East
Pan-AsianismLists:
List of cities in Asia
List of metropolitan areas in Asia by population
List of sovereign states and dependent territories in AsiaProjects
Asian Highway Network
Trans-Asian Railway
== Notes ==
== References ==
== Bibliography ==
Lewis, Martin W.; Wigen, Kären (1997). The myth of continents: a critique of metageography. Berkeley and Los Angeles: University of California Press. ISBN 978-0-520-20743-1.
Ventris, Michael; Chadwick, John (1973). Documents in Mycenaean Greek (2nd ed.). Cambridge: University Press.
== Further reading ==
Embree, Ainslie T., ed. Encyclopedia of Asian history (1988)
vol. 1 online; vol 2 online; vol 3 online; vol 4 online
Higham, Charles. Encyclopedia of Ancient Asian Civilizations. Facts on File library of world history. New York: Facts On File, 2004.
Kamal, Niraj. "Arise Asia: Respond to White Peril". New Delhi: Wordsmith, 2002, ISBN 978-81-87412-08-3
Kapadia, Feroz, and Mandira Mukherjee. Encyclopaedia of Asian Culture and Society. New Delhi: Anmol Publications, 1999.
Levinson, David, and Karen Christensen, eds. Encyclopedia of Modern Asia. (6 vol. Charles Scribner's Sons, 2002).
== External links ==
Asia web resources provided by GovPubs at the University of Colorado Boulder Libraries
Asia at the Encyclopædia Britannica
Asia: Human Geography at the National Geographic Society
Asia at Curlie
Asian Reading Room from the United States Library of Congress
"Asia" . Encyclopædia Britannica. Vol. 2 (11th ed.). 1911. pp. 320–358.
"Display Maps". The Soil Maps of Asia. European Digital Archive of Soil Maps – EuDASM. Archived from the original on 12 August 2011. Retrieved 26 July 2011.
"Asia Maps". Perry–Castañeda Library Map Collection. University of Texas Libraries. Archived from the original on 18 July 2011. Retrieved 20 July 2011.
"Asia". Norman B. Leventhal Map Center at the Boston Public Library. Archived from the original on 29 September 2011. Retrieved 26 July 2011.
Bowring, Philip (12 February 1987). "What is Asia?". Eastern Economic Review. 135 (7). Archived from the original on 28 July 2011. Retrieved 22 April 2009.
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Slovenia
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Slovenia ( sloh-VEE-nee-ə; Slovene: Slovenija [slɔˈʋèːnija]), officially the Republic of Slovenia (Slovene: , abbr.: RS), is a country in southern Central Europe. It is bordered by Italy to the west, Austria to the north, Hungary to the northeast, Croatia to the southeast, and the Adriatic Sea to the southwest. Slovenia is mostly mountainous and forested, covers 20,271 square kilometres (7,827 sq mi), and has a population of 2.1 million (2,110,547 people). Slovenes constitute over 80% of the country's population. Slovene, a South Slavic language, is the official language. Slovenia has a predominantly temperate continental climate, with the exception of the Slovene Littoral and the Julian Alps. A sub-mediterranean climate reaches to the northern extensions of the Dinaric Alps that traverse the country in a northwest–southeast direction. The Julian Alps in the northwest have an alpine climate. Toward the northeastern Pannonian Basin, a continental climate is more pronounced. Ljubljana, the capital and largest city of Slovenia, is geographically situated near the centre of the country.Slovenia has historically been the crossroads of Slavic, Germanic, and Romance languages and cultures. Its territory has been part of many different states: the Roman Empire, the Byzantine Empire, the Carolingian Empire, the Holy Roman Empire, the Kingdom of Hungary, the Republic of Venice, the Illyrian Provinces of Napoleon's First French Empire, the Austrian Empire, and the Austro-Hungarian Empire. In October 1918, the Slovenes co-founded the State of Slovenes, Croats, and Serbs. In December 1918, they merged with the Kingdom of Serbia into the Kingdom of Yugoslavia. During World War II, Germany, Italy, and Hungary occupied and annexed Slovenia, with a tiny area transferred to the Independent State of Croatia, a newly declared Nazi puppet state. In 1945, it again became part of Yugoslavia. Post-war, Yugoslavia was allied with the Eastern Bloc, but after the Tito–Stalin split of 1948, it never subscribed to the Warsaw Pact, and in 1961 it became one of the founders of the Non-Aligned Movement. In June 1991, Slovenia declared independence from Yugoslavia and became an independent sovereign state.Slovenia is a developed country, with a high-income economy ranking highly in the Human Development Index. The Gini coefficient rates its income inequality among the lowest in the world. It is a member of the United Nations, the European Union, the Eurozone, the Schengen Area, the OSCE, the OECD, the Council of Europe, and NATO.
== Etymology ==
The name Slovenia etymologically means 'land of the Slavs'. The origin of the name Slav itself remains uncertain. The suffix -en forms a demonym.
== History ==
=== Prehistory to Slavic settlement ===
==== Prehistory ====
Present-day Slovenia has been inhabited since prehistoric times. There is evidence of human habitation from around 250,000 years ago. A pierced cave bear bone, dating from 43100 ± 700 BP, found in 1995 in Divje Babe cave near Cerkno, is considered a kind of flute, and possibly the oldest musical instrument discovered in the world. In the 1920s and 1930s, artifacts belonging to the Cro-Magnon, such as pierced bones, bone points, and a needle were found by archaeologist Srečko Brodar in Potok Cave.In 2002, remains of pile dwellings over 4,500 years old were discovered in the Ljubljana Marsh, now protected as a UNESCO World Heritage Site, along with the Ljubljana Marshes Wooden Wheel, the oldest wooden wheel in the world. It shows that wooden wheels appeared almost simultaneously in Mesopotamia and Europe. In the transition period between the Bronze Age to the Iron Age, the Urnfield culture flourished. Archaeological remains dating from the Hallstatt period have been found, particularly in southeastern Slovenia, among them a number of situlas in Novo Mesto, the "Town of Situlas".
==== Roman era ====
The area that is present-day Slovenia was in Roman times shared between Venetia et Histria (region X of Roman Italia in the classification of Augustus) and the provinces Pannonia and Noricum. The Romans established posts at Emona (Ljubljana), Poetovio (Ptuj), and Celeia (Celje); and constructed trade and military roads that ran across Slovene territory from Italy to Pannonia. In the 5th and 6th centuries, the area was subject to invasions by the Huns and Germanic tribes during their incursions into Italy. A part of the inner state was protected with a defensive line of towers and walls called Claustra Alpium Iuliarum. A crucial battle between Theodosius I and Eugenius took place in the Vipava Valley in 394.
==== Slavic settlement ====
The Slavic tribes migrated to the Alpine area after the westward departure of the Lombards (the last Germanic tribe) in 568, and under pressure from Avars established a Slavic settlement in the Eastern Alps. From 623 to 624 or possibly 626 onwards, King Samo united the Alpine and Western Slavs against the Avars and Germanic peoples and established what is referred to as Samo's Kingdom. After its disintegration following Samo's death in 658 or 659, the ancestors of the Slovenes located in present-day Carinthia formed the independent duchy of Carantania, and Carniola, later duchy Carniola. Other parts of present-day Slovenia were again ruled by Avars before Charlemagne's victory over them in 803.
=== Middle Ages ===
The Carantanians, one of the ancestral groups of the modern Slovenes, particularly the Carinthian Slovenes, were the first Slavic people to accept Christianity. They were mostly Christianized by Irish missionaries, among them Modestus, known as the "Apostle of Carantanians". This process, together with the Christianization of the Bavarians, was later described in the memorandum known as the Conversio Bagoariorum et Carantanorum, which is thought to have overemphasized the role of the Church of Salzburg in the Christianization process over similar efforts of the Patriarchate of Aquileia.
In the mid-8th century, Carantania became a vassal duchy under the rule of the Bavarians, who began spreading Christianity. Three decades later, the Carantanians were incorporated, together with the Bavarians, into the Carolingian Empire. During the same period Carniola, too, came under the Franks, and was Christianised from Aquileia. Following the anti-Frankish rebellion of Liudewit at the beginning of the 9th century, the Franks removed the Carantanian princes, replacing them with their own border dukes. Consequently, the Frankish feudal system reached the Slovene territory.
After the victory of Emperor Otto I over the Magyars in 955, Slovene territory was divided into a number of border regions of the Holy Roman Empire. Carantania was elevated into the Duchy of Carinthia in 976.
By the 11th century, the Germanization of what is now Lower Austria, effectively isolated the Slovene-inhabited territory from the other western Slavs, speeding up the development of the Slavs of Carantania and of Carniola into an independent Carantanian/Carniolans/Slovene ethnic group. By the high Middle Ages, the historic provinces of Carniola, Styria, Carinthia, Gorizia, Trieste, and Istria developed from the border regions and were incorporated into the medieval Holy Roman Empire. The consolidation and formation of these historical lands took place in a long period between the 11th and 14th centuries, and were led by a number of important feudal families, such as the Dukes of Spanheim, the Counts of Gorizia, the Counts of Celje, and, finally, the House of Habsburg. In a parallel process, an intensive Germanization significantly diminished the extent of Slovene-speaking areas. By the 15th century, the Slovene ethnic territory was reduced to its present size.In 1335, Henry of Gorizia, Duke of Carinthia, Landgrave of Carniola and Count of Tyrol died without a male heir, his daughter Margaret was able to keep the County of Tyrol, while the Wittelsbach emperor Louis IV passed Carinthia and Carniolan march to the Habsburg duke Albert II of Austria, whose mother, Elisabeth of Carinthia is a sister of the late duke Henry of Gorizia. Therefore, most of the territory of present-day Slovenia became a hereditary land of the Habsburg monarchy. As with the other component parts of the Habsburg monarchy, Carinthia and Carniola remained a semi-autonomous state with its own constitutional structure for a long time. The counts of Celje, a feudal family from this area who in 1436 acquired the title of state princes, were Habsburgs' powerful competitors for some time. This large dynasty, important at a European political level, had its seat in Slovene territory but died out in 1456. Its numerous large estates subsequently became the property of the Habsburgs, who retained control of the area right up until the beginning of the 20th century. Patria del Friuli ruled present western Slovenia until Venetian takeover in 1420.
At the end of the Middle Ages, the Slovene Lands suffered a serious economic and demographic setback because of the Turkish raids. In 1515, a peasant revolt spread across nearly the whole Slovene territory. In 1572 and 1573 the Croatian-Slovenian peasant revolt wrought havoc throughout the wider region. Such uprisings, which often met with bloody defeats, continued throughout the 17th century.
=== Early modern period ===
After the dissolution of the Republic of Venice in 1797, the Venetian Slovenia was passed to the Austrian Empire. The Slovene Lands were part of the French-administered Illyrian Provinces established by Napoleon, the Austrian Empire and Austria-Hungary. Slovenes inhabited most of Carniola, the southern part of the duchies of Carinthia and Styria, the northern and eastern areas of the Austrian Littoral, as well as Prekmurje in the Kingdom of Hungary. Industrialization was accompanied by construction of railroads to link cities and markets, but the urbanization was limited.
Due to limited opportunities, between 1880 and 1910 there was extensive emigration; around 300,000 Slovenes (1 in 6) emigrated to other countries, mostly to the US, but also to South America (the main part to Argentina), Germany, Egypt, and to larger cities in Austria-Hungary, especially Vienna and Graz. Despite this emigration, the population of Slovenia increased significantly. Literacy was exceptionally high, at 80–90%.The 19th century also saw a revival of culture in Slovene, accompanied by a Romantic nationalist quest for cultural and political autonomy. The idea of a United Slovenia, first advanced during the revolutions of 1848, became the common platform of most Slovenian parties and political movements in Austria-Hungary. During the same period, Yugoslavism, an ideology stressing the unity of all South Slavic peoples, spread as a reaction to Pan-German nationalism and Italian irredentism.
=== World War I ===
World War I brought heavy casualties to Slovenes, particularly the twelve Battles of the Isonzo, which took place in present-day Slovenia's western border area with Italy. Hundreds of thousands of Slovene conscripts were drafted into the Austro-Hungarian Army, and over 30,000 of them died. Hundreds of thousands of Slovenes from Princely County of Gorizia and Gradisca were resettled in refugee camps in Italy and Austria. While the refugees in Austria received decent treatment, the Slovene refugees in Italian camps were treated as state enemies, and several thousand died of malnutrition and diseases between 1915 and 1918. Entire areas of the Slovene Littoral were destroyed.
The Treaty of Rapallo of 1920 left approximately 327,000 out of the total population of 1.3 million Slovenes in Italy. After the fascists took power in Italy, they were subjected to a policy of violent Fascist Italianization. This caused the mass emigration of Slovenes, especially the middle class, from the Slovene Littoral and Trieste to Yugoslavia and South America. Those who remained organized several connected networks of both passive and armed resistance. The best known was the militant anti-fascist organization TIGR, formed in 1927 to fight Fascist oppression of the Slovene and Croat populations in the Julian March.
=== Kingdom of Serbs, Croats, and Slovenes (later the Kingdom of Yugoslavia) ===
The Slovene People's Party launched a movement for self-determination, demanding the creation of a semi-independent South Slavic state under Habsburg rule. The proposal was picked up by most Slovene parties, and a mass mobilization of Slovene civil society, known as the Declaration Movement, followed. This demand was rejected by the Austrian political elites; but following the dissolution of the Austro-Hungarian Empire in the aftermath of the First World War, the National Council of Slovenes, Croats and Serbs took power in Zagreb on 6 October 1918. On 29 October, independence was declared by a national gathering in Ljubljana, and by the Croatian parliament, declaring the establishment of the new State of Slovenes, Croats, and Serbs.
On 1 December 1918, the State of Slovenes, Croats and Serbs merged with Serbia, becoming part of the new Kingdom of Serbs, Croats, and Slovenes; in 1929 it was renamed the Kingdom of Yugoslavia. The main territory of Slovenia, being the most industrialized and westernized compared to other less developed parts of Yugoslavia, became the main centre of industrial production: Compared to Serbia, for example, Slovenian industrial production was four times greater; and it was 22 times greater than in North Macedonia. The interwar period brought further industrialization in Slovenia, with rapid economic growth in the 1920s, followed by a relatively successful economic adjustment to the 1929 economic crisis and Great Depression.
Following a plebiscite in October 1920, the Slovene-speaking southern Carinthia was ceded to Austria. With the Treaty of Trianon, the Kingdom of Yugoslavia was awarded the Slovene-inhabited Prekmurje region, formerly part of Austria-Hungary. Slovenes living in territories that fell under the rule of the neighboring states—Italy, Austria, and Hungary—were subjected to assimilation.
=== World War II ===
Slovenia was the only present-day European nation that was trisected and completely annexed into both Nazi Germany and Fascist Italy during World War II. In addition, the Prekmurje region in the east was annexed to Hungary, and some villages in the Lower Sava Valley were incorporated in the newly created Nazi puppet Independent State of Croatia (NDH). Axis forces invaded Yugoslavia in April 1941 and defeated the country in a few weeks. The southern part, including Ljubljana, was annexed to Italy, while the Nazis took over the northern and eastern parts of the country. The Nazis had a plan of ethnic cleansing of these areas, and they resettled or expelled the local Slovene civilian population to the puppet states of Nedić's Serbia (7,500) and NDH (10,000). In addition, some 46,000 Slovenes were expelled to Germany, including children who were separated from their parents and allocated to German families. At the same time, the ethnic Germans in the Gottschee enclave in the Italian annexation zone were resettled to the Nazi-controlled areas cleansed of their Slovene population.
Around 30,000 to 40,000 Slovene men were drafted to the German Army and sent to the Eastern front. Slovene was banned from education, and its use in public life was limited.In south-central Slovenia, annexed by Fascist Italy and renamed the Province of Ljubljana, the Slovenian National Liberation Front was organized in April 1941. Led by the Communist Party, it formed the Slovene Partisan units as part of the Yugoslav Partisans led by the Communist leader Josip Broz Tito.After the resistance started in summer 1941, Italian violence against the Slovene civilian population escalated. The Italian authorities deported some 25,000 people to concentration camps, which equaled 7.5% of the population of their occupation zone. The most infamous ones were Rab and Gonars. To counter the Communist-led insurgence, the Italians sponsored local anti-guerrilla units, formed mostly by the local conservative Catholic Slovene population that resented the revolutionary violence of the partisans. After the Italian armistice of September 1943, the Germans took over both the Province of Ljubljana and the Slovenian Littoral, incorporating them into what was known as the Operation Zone of Adriatic Coastal Region. They united the Slovene anti-Communist counter-insurgence into the Slovene Home Guard and appointed a puppet regime in the Province of Ljubljana. The anti-Nazi resistance however expanded, creating its own administrative structures as the basis for Slovene statehood within a new, federal and socialist Yugoslavia.In 1945, Yugoslavia was liberated by the partisan resistance and soon became a socialist federation known as the People's Federal Republic of Yugoslavia. The first Slovenian republic, named Federal Slovenia, was a constituent republic of the Yugoslavian federation, led by its own pro-Communist leadership.
Approximately 8% of the Slovene population died during World War II. The small Jewish community, mostly in the Prekmurje region, perished in 1944 in the holocaust of Hungarian Jews. The German-speaking minority, amounting to 2.5% of the Slovenian population prior to the war, was either expelled or killed in the aftermath of the war. Hundreds of Istrian Italians and Slovenes that opposed communism were killed in the foibe massacres, and more than 25,000 fled or were expelled from Slovenian Istria. Around 130,000 persons, mostly political and military opponents, were executed in May and June 1945.
=== Socialist period ===
During the re-establishment of Yugoslavia in World War II, the first Slovenian republic, Federal Slovenia, was created and it became part of Federal Yugoslavia. It was a socialist state, but because of the Tito–Stalin split in 1948, economic and personal freedoms were much broader than in the Eastern Bloc countries. In 1947, the Slovene Littoral and the western half of Inner Carniola, which had been annexed by Italy after World War One, were annexed to Slovenia.
After the failure of forced collectivisation that was attempted from 1949 to 1953, a policy of gradual economic liberalisation, known as workers self-management, was introduced under the advice and supervision of the Slovene Marxist theoretician and Communist leader Edvard Kardelj, the main ideologue of the Titoist path to socialism. Suspected opponents of this policy both from within and outside the Communist party were persecuted and thousands were sent to Goli otok.
The late 1950s saw a policy of liberalization in the cultural sphere as well, and unlimited border crossing into western countries was allowed, both for Yugoslav citizens and for foreigners. In 1956, Josip Broz Tito, together with other leaders, founded the Non-Aligned Movement. In the 1950s, Slovenia's economy developed rapidly and was strongly industrialized. With further economic decentralization of Yugoslavia in 1965–66, Slovenia's domestic product was 2.5 times the average of Yugoslav republics. While a Communist country, after the Tito–Stalin split Yugoslavia initiated a period of military neutrality and non-alignment. JAT Yugoslav Airlines was the flag carrier and during its existence it grew to become one of the leading airlines in Europe both by fleet and destinations. By the 1970s more airlines were created including Slovenian Adria Airways mostly focused in the growing tourist industry. Until the 1980s, Slovenia enjoyed relatively broad autonomy within the federation. It was the most liberal communist state in Europe, the passport of Yugoslavia Federation allowed Yugoslavians to travel to most world countries of any socialist country during the Cold War. Many people worked in western countries, which reduced unemployment in their home country.
Opposition to the regime was mostly limited to intellectual and literary circles and became especially vocal after Tito's death in 1980 when the economic and political situation in Yugoslavia became very strained. Political disputes around economic measures were echoed in the public sentiment, as many Slovenians felt they were being economically exploited, having to sustain an expensive and inefficient federal administration.
=== Slovenian Spring, democracy and independence ===
In 1987 a group of intellectuals demanded Slovene independence in the 57th edition of the magazine Nova revija. Demands for democratisation and more Slovenian independence were sparked off. A mass democratic movement, coordinated by the Committee for the Defence of Human Rights, pushed the Communists in the direction of democratic reforms.
In September 1989, numerous constitutional amendments were passed to introduce parliamentary democracy to Slovenia. On 7 March 1990, the Slovenian Assembly changed the official name of the state to the "Republic of Slovenia". In April 1990, the first democratic election in Slovenia took place, and the united opposition movement DEMOS led by Jože Pučnik emerged victorious.
The initial revolutionary events in Slovenia pre-dated the Revolutions of 1989 in Eastern Europe by almost a year, but went largely unnoticed by international observers. On 23 December 1990, more than 88% of the electorate voted for a sovereign and independent Slovenia. On 25 June 1991, Slovenia became independent. On 27 June in the early morning, the Yugoslav People's Army dispatched its forces to prevent further measures for the establishment of a new country, which led to the Ten-Day War. On 7 July, the Brijuni Agreement was signed, implementing a truce and a three-month halt of the enforcement of Slovenia's independence. At the end of the month, the last soldiers of the Yugoslav Army left Slovenia.
In December 1991, a new constitution was adopted, followed in 1992 by the laws on denationalisation and privatization. The members of the European Union recognised Slovenia as an independent state on 15 January 1992, and the United Nations accepted it as a member on 22 May 1992.Slovenia joined the European Union on 1 May 2004. Slovenia has one Commissioner in the European Commission, and seven Slovene parliamentarians were elected to the European Parliament at elections on 13 June 2004. In 2004 Slovenia also joined NATO. Slovenia subsequently succeeded in meeting the Maastricht criteria and joined the Eurozone (the first transition country to do so) on 1 January 2007. It was the first post-Communist country to hold the Presidency of the Council of the European Union, for the first six months of 2008. On 21 July 2010, it became a member of the OECD.The disillusionment with domestic socio-economic elites at municipal and national levels was expressed at the 2012–2013 Slovenian protests on a wider scale than in the smaller 15 October 2011 protests. In relation to the leading politicians' response to allegations made by the official Commission for the Prevention of Corruption of the Republic of Slovenia, legal experts expressed the need for changes in the system that would limit political arbitrariness.
== Geography ==
Slovenia is in Central Europe touching the Alps and bordering the Mediterranean Sea. At the regional conference in Prague in 1994, the International Geographical Union placed Slovenia among the nine Central European countries. It lies between latitudes 45° and 47° N, and longitudes 13° and 17° E. The 15th meridian east almost corresponds to the middle line of the country in the direction west–east. The Geometric Centre of the Republic of Slovenia is located at coordinates 46°07'11.8" N and 14°48'55.2" E. It lies in Slivna in the Municipality of Litija. Slovenia's highest peak is Triglav (2,864 m or 9,396 ft); the country's average height above sea level is 557 m (1,827 ft).
Four major European geographic regions meet in Slovenia: the Alps, the Dinarides, the Pannonian Plain, and the Mediterranean Sea. Although on the shore of the Adriatic Sea near the Mediterranean Sea, most of Slovenia is in the Black Sea drainage basin. The Alps—including the Julian Alps, the Kamnik-Savinja Alps and the Karawank chain, as well as the Pohorje massif—dominate Northern Slovenia along its long border with Austria. Slovenia's Adriatic coastline stretches approximately 47 kilometres (29 mi) from Italy to Croatia.
The term "Karst topography" refers to that of southwestern Slovenia's Karst Plateau, a limestone region of underground rivers, gorges, and caves, between Ljubljana and the Mediterranean Sea. On the Pannonian plain to the East and Northeast, toward the Croatian and Hungarian borders, the landscape is essentially flat. However, most of Slovenia is hilly or mountainous, with around 90% of its land surface 200 m (656 ft) or more above sea level.
More than half of Slovenia, which is 11,823 km2 or 4,565 sq mi, is forested; ranking it third in Europe, by percentage of area forested, after Finland and Sweden. The areas are covered mostly by beech, fir-beech and beech-oak forests and have a relatively high production capacity. Remnants of primeval forests are still to be found, the largest in the Kočevje area. Grassland covers 5,593 km2 (2,159 sq mi) and fields and gardens (954 km2 or 368 sq mi). There are 363 km2 (140 sq mi) of orchards and 216 km2 (83 sq mi) of vineyards.
=== Geology ===
Slovenia is in a rather active seismic zone because of its position on the small Adriatic Plate, which is squeezed between the Eurasian Plate to the north and the African Plate to the south and rotates counter-clockwise. Thus the country is at the junction of three important geotectonic units: the Alps to the north, the Dinaric Alps to the south and the Pannonian Basin to the east. Scientists have been able to identify 60 destructive earthquakes in the past. Additionally, a network of seismic stations is active throughout the country.Many parts of Slovenia have a carbonate bedrock and extensive cave systems have developed.
=== Natural regions ===
The first regionalisations of Slovenia were made by geographers Anton Melik (1935–1936) and Svetozar Ilešič (1968). The newer regionalisation by Ivan Gams divided Slovenia in the following macroregions:
the Alps (Alpe)
the subalpine landscapes (predalpski svet)
the Slovene Littoral or Submediterranean Slovenia (Primorje or submediteranska Slovenija)
the Dinaric plateaus of the continental Slovenia (dinarske planote celinske Slovenije)
Subpannonian Slovenia (subpanonska Slovenija)According to a newer natural geographic regionalisation, the country consists of four macroregions. These are the Alpine, the Mediterranean, the Dinaric, and the Pannonian landscapes. Macroregions are defined according to major relief units (the Alps, the Pannonian plain, the Dinaric mountains) and climate types (submediterranean, temperate continental, mountain climate). These are often quite interwoven.
Protected areas of Slovenia include national parks, regional parks, and nature parks, the largest of which is Triglav National Park. There are 286 Natura 2000 designated protected areas, which include 36% of the country's land area, the largest percentage among European Union states. Additionally, according to Yale University's Environmental Performance Index, Slovenia is considered a "strong performer" in environmental protection efforts.
=== Climate ===
Slovenia is located in temperate latitudes. The climate is also influenced by the variety of relief, and the influence of the Alps and the Adriatic Sea. In the northeast, the continental climate type with greatest difference between winter and summer temperatures prevails. In the coastal region, there is sub-Mediterranean climate. The effect of the sea on the temperature rates is also visible up the Soča Valley, while a severe Alpine climate is present in the high mountain regions. There is a strong interaction between these three climatic systems across most of the country.Precipitation, often coming from the Gulf of Genoa, varies across the country as well, with over 3,500 mm (138 in) in some western regions and dropping down to 800 mm (31 in) in Prekmurje. Snow is quite frequent in winter and the record snow cover in Ljubljana was recorded in 1952 at 146 cm (57 in).
Compared to Western Europe, Slovenia is not very windy, because it lies in the slipstream of the Alps. The average wind speeds are lower than in the plains of the nearby countries. Due to the rugged terrain, local vertical winds with daily periods are present. Besides these, there are three winds of particular regional importance: the bora, the jugo, and the foehn. The jugo and the bora are characteristic of the Littoral. Whereas the jugo is humid and warm, the bora is usually cold and gusty. The foehn is typical of the Alpine regions in the north of Slovenia. Generally present in Slovenia are the northeast wind, the southeast wind and the north wind.
=== Waters ===
The territory of Slovenia mainly (16,423 square kilometers or 6,341 square miles, i.e. 81%) belongs to the Black Sea basin, and a smaller part (3,850 square kilometers or 1,490 square miles, i.e. 19%) belongs to the Adriatic Sea basin. These two parts are divided into smaller units in regard to their central rivers, the Mura River basin, the Drava River basin, the Sava River basin with Kolpa River basin, and the basin of the Adriatic rivers. In comparison with other developed countries, water quality in Slovenia is considered to be among the highest in Europe. One of the reasons is undoubtedly that most of the rivers rise on the mountainous territory of Slovenia. However, this does not mean that Slovenia has no problems with surface water and groundwater quality, especially in areas with intensive farming.
=== Biodiversity ===
Slovenia signed the Rio Convention on Biological Diversity on 13 June 1992 and became a party to the convention on 9 July 1996. It subsequently produced a National Biodiversity Strategy and Action Plan, which was received by the convention on 30 May 2002.
Slovenia is distinguished by an exceptionally wide variety of habitats, due to the contact of geological units and biogeographical regions, and due to human influences. The country is home to four terrestrial ecoregions: Dinaric Mountains mixed forests, Pannonian mixed forests, Alps conifer and mixed forests, and Illyrian deciduous forests. Around 12.5% of the territory is protected with 35.5% in the Natura 2000 ecological network. Despite this, because of pollution and environmental degradation, diversity has been in decline. Slovenia had a 2019 Forest Landscape Integrity Index mean score of 3.78/10, ranking it 140th globally out of 172 countries.
==== Animals ====
The biological diversity of the country is high, with 1% of the world's organisms on 0.004% of the Earth's surface area. There are 75 mammal species, among them marmots, Alpine ibex, and chamois. There are numerous deer, roe deer, boar, and hares. The edible dormouse is often found in the Slovenian beech forests. Trapping these animals is a long tradition and is a part of the Slovenian national identity.Some important carnivores include the Eurasian lynx, European wild cats, foxes (especially the red fox), and European jackal. There are hedgehogs, martens, and snakes such as vipers and grass snakes. According to recent estimates, Slovenia has c. 40–60 wolves and about 450 brown bears.Slovenia is home to an exceptionally diverse number of cave species, with a few tens of endemic species. Among the cave vertebrates, the only known one is the olm, living in Karst, Lower Carniola, and White Carniola.
The only regular species of cetaceans found in the northern Adriatic sea is the bottlenose dolphin (Tursiops truncatus).There are a wide variety of birds, such as the tawny owl, the long-eared owl, the eagle owl, hawks, and short-toed eagles. Other birds of prey have been recorded, as well as a growing number of ravens, crows and magpies migrating into Ljubljana and Maribor where they thrive. Other birds include black and green woodpeckers and the white stork, which nests mainly in Prekmurje.
There are 13 domestic animals native to Slovenia, of eight species (hen, pig, dog, horse, sheep, goat, honey bee, and cattle). Among these are the Karst Shepherd, the Carniolan honeybee, and the Lipizzan horse. The marble trout or marmorata (Salmo marmoratus) is an indigenous Slovenian fish. Extensive breeding programmes have been introduced to repopulate the marble trout into lakes and streams invaded by non-indigenous species of trout. Slovenia is also home to the wels catfish.
==== Fungi ====
More than 2,400 fungal species have been recorded from Slovenia and, since that figure does not include lichen-forming fungi, the total number of Slovenian fungi already known is undoubtedly much higher. Many more remain to be discovered.
==== Plants ====
Slovenia is the third most-forested country in Europe, with 58.3% of the territory covered by forests. The forests are an important natural resource, and logging is kept to a minimum. In the interior of the country are typical Central European forests, predominantly oak and beech. In the mountains, spruce, fir, and pine are more common. Pine trees grow on the Karst Plateau, although only one-third of the region is covered by pine forest. The lime/linden tree, common in Slovenian forests, is a national symbol. The tree line is at 1,700 to 1,800 metres (5,600 to 5,900 feet).In the Alps, flowers such as Daphne blagayana, gentians (Gentiana clusii, Gentiana froelichii), Primula auricula, edelweiss (the symbol of Slovene mountaineering), Cypripedium calceolus, Fritillaria meleagris (snake's head fritillary), and Pulsatilla grandis are found.
Slovenia harbors many plants of ethnobotanically useful groups. Of 59 known species of ethnobotanical importance, some species such as Aconitum napellus, Cannabis sativa and Taxus baccata are restricted for use as per the Official Gazette of the Republic of Slovenia.
== Government and politics ==
Slovenia is a parliamentary democracy republic with a multi-party system. The head of state is the president, who is elected by popular vote and has an important integrative role. The president is elected for five years and at maximum for two consecutive terms. The president has a representative role and is the commander-in-chief of the Slovenian armed forces.The executive and administrative authority in Slovenia is held by the Government of Slovenia (Vlada Republike Slovenije), headed by the Prime Minister and the council of ministers or cabinet, who are elected by the National Assembly (Državni zbor Republike Slovenije). The legislative authority is held by the bicameral Parliament of Slovenia, characterised by an asymmetric duality. The bulk of power is concentrated in the National Assembly, which consists of ninety members. Of those, 88 are elected by all the citizens in a system of proportional representation, whereas two are elected by the registered members of the autochthonous Hungarian and Italian minorities. Election takes place every four years. The National Council (Državni svet Republike Slovenije), consisting of forty members, appointed to represent social, economic, professional and local interest groups, has a limited advisory and control power.
The 1992–2004 period was marked by the rule of the Liberal Democracy of Slovenia, which was responsible for gradual transition from the Titoist economy to the capitalist market economy. It later attracted much criticism by neo-liberal economists, who demanded a less gradual approach. The party's president Janez Drnovšek, who served as prime minister between 1992 and 2002, was one of the most influential Slovenian politicians of the 1990s, alongside President Milan Kučan (who served between 1990 and 2002).The 2005–2008 period was characterized by over-enthusiasm after joining the EU. During the first term of Janez Janša's government, for the first time after independence, the Slovenian banks saw their loan-deposit ratios veering out of control. There was over-borrowing from foreign banks and then over-crediting of customers, including local business magnates. After the onset of the financial crisis of 2007–2010 and European sovereign-debt crisis, the left-wing coalition that replaced Janša's government in the 2008 elections, had to face the consequences of the 2005–2008 over-borrowing. Attempts to implement reforms that would help economic recovery were met by student protesters, led by a student who later became a member of Janez Janša's SDS, and by the trade unions. The proposed reforms were postponed in a referendum. The left-wing government was ousted with a vote of no confidence.
In March 2020, Janez Janša became prime minister for third time in the new coalition government of SDS, the Modern Centre Party (SMC), New Slovenia (NSi) and Pensioners' Party (DeSUS). Janez Janša was known as a right-wing populist and a supporter of former US President Donald Trump and right-wing Prime Minister Viktor Orban of Hungary. In April 2022, liberal opposition, the Freedom Movement, won the parliamentary election. The Freedom Movement won 34.5% of the vote, compared with 23.6% for Janša's Slovenian Democratic party. On 25 May 2022, Slovenia's parliament voted to appoint the leader of Freedom Movement, Robert Golob, as the new Prime Minister of Slovenia.
=== Judiciary ===
Judicial powers in Slovenia are executed by judges, who are elected by the National Assembly. Judicial power in Slovenia is implemented by courts with general responsibilities and specialised courts that deal with matters relating to specific legal areas. The State Prosecutor is an independent state authority responsible for prosecuting cases brought against those suspected of committing criminal offences. The Constitutional Court, composed of nine judges elected for nine-year terms, decides on the conformity of laws with the Constitution; all laws and regulations must also conform with the general principles of international law and with ratified international agreements.
=== Military ===
The Slovenian Armed Forces provide military defence independently or within an alliance, in accordance with international agreements. Since conscription was abolished in 2003, it is organized as a fully professional standing army. The Commander-in-Chief is the President of the Republic of Slovenia, while operational command is in the domain of the Chief of the General Staff of the Slovenian Armed Forces. In 2016, military spending was an estimated 0.91% of the country's GDP. Since joining NATO, the Slovenian Armed Forces have taken a more active part in supporting international peace. They have participated in peace support operations and humanitarian activities. Among others, Slovenian soldiers are a part of international forces serving in Bosnia and Herzegovina, Kosovo, and Afghanistan.
=== International interventions ===
In 2022 Slovenia joined a list of nations banning Russian aircraft from its airspace as a sanction against it for invading Ukraine.
=== Administrative divisions and traditional regions ===
==== Municipalities ====
Officially, Slovenia is subdivided into 212 municipalities (twelve of which have the status of urban municipalities). The municipalities are the only bodies of local autonomy in Slovenia. Each municipality is headed by a mayor (župan), elected every four years by popular vote, and a municipal council (občinski svet). In the majority of municipalities, the municipal council is elected through the system of proportional representation; only a few smaller municipalities use the plurality voting system. In the urban municipalities, the municipal councils are called town (or city) councils. Every municipality also has a Head of the Municipal Administration (načelnik občinske uprave), appointed by the mayor, who is responsible for the functioning of the local administration.
==== Administrative districts ====
There is no official intermediate unit between the municipalities and the Republic of Slovenia. The 62 administrative districts, officially called "Administrative Units" (upravne enote), are only subdivisions of the national government administration and are named after their respective bases of government offices. They are headed by a Manager of the Unit (načelnik upravne enote), appointed by the Minister of Public Administration.
==== Traditional regions and identities ====
Traditional regions were based on the former Habsburg crown lands that included Carniola, Carinthia, Styria, and the Littoral. Stronger than with either the Carniola as a whole, or with Slovenia as the state, Slovenes historically tend to identify themselves with the traditional regions of Slovene Littoral, Prekmurje, and even traditional (sub)regions, such as Upper, Lower and, to a lesser extent, Inner Carniola.The capital city Ljubljana was historically the administrative centre of Carniola and belonged to Inner Carniola, except for the Šentvid district, which was in Upper Carniola and also where the border between German-annexed territory and the Italian Province of Ljubljana was during the Second World War.
==== Statistical regions ====
The 12 statistical regions have no administrative function and are subdivided into two macroregions for the purpose of the Regional policy of the European Union.
These two macroregions are:
Eastern Slovenia (Vzhodna Slovenija – SI01), which groups the Mura, Drava, Carinthia, Savinja, Central Sava, Lower Sava, Southeast Slovenia, and Inner Carniola–Karst statistical regions.
Western Slovenia (Zahodna Slovenija – SI02), which groups the Central Slovenia, Upper Carniola, Gorizia, and Coastal–Karst statistical regions.
== Economy ==
Slovenia has a developed economy and is the richest Slavic country by GDP per capita. Slovenia is also among the top global economies in terms of human capital. It is the most developed transition country with an old mining-industrial tradition, chemical industry, and developed service activities.
Slovenia was in the beginning of 2007 the first new member to introduce the euro as its currency, replacing the tolar. Since 2010, it has been member of the Organisation for Economic Co-operation and Development. There is a big difference in prosperity between the various regions. The economically wealthiest regions are the Central Slovenia region, which includes the capital Ljubljana and the western Slovenian regions (the Gorizia and Coastal–Karst Statistical Regions), while the least wealthy regions are the Mura, Central Sava, and Littoral–Inner Carniola Statistical Regions.
=== Economic growth ===
In 2004–06, the economy grew on average by nearly 5% a year in Slovenia; in 2007, it expanded by almost 7%. The growth surge was fuelled by debt, particularly among firms, and especially in construction. The financial crisis of 2007–2010 and European sovereign-debt crisis had a significant impact on the domestic economy. The construction industry was severely hit in 2010 and 2011.In 2009, Slovenian GDP per capita shrank by 8%, the biggest decline in the European Union after the Baltic countries and Finland. An increasing burden for the Slovenian economy has been its rapidly aging population.In August 2012, the year-on-year contraction was 0.8%; however, 0.2% growth was recorded in the first quarter (in relation to the quarter before, after data was adjusted according to season and working days). Year-on-year contraction has been attributed to the fall in domestic consumption and the slowdown in export growth. The decrease in domestic consumption has been attributed to the fiscal austerity, to the freeze on budget expenditure in the final months of 2011, to the failure of the efforts to implement economic reforms, to inappropriate financing, and to the decrease in exports.Due to the effects of the crisis, it was expected that several banks had to be bailed out by EU funds in 2013; however, needed capital was able to be covered by the country's own funds. Fiscal actions and legislations aiming on the reduction of spendings as well as several privatisations supported an economic recovery as from 2014. The real economic growth rate was at 2.5% in 2016 and accelerated to 5% in 2017. The construction sector has seen a recent increase, and the tourism industry is expected to have continuous rising numbers.
In recent years, Slovenia has experienced moderate economic growth, with GDP growth averaging around 2% per year between 2017 and 2019. However, like many other countries, Slovenia's economy has been impacted by the COVID-19 pandemic, with a contraction of around 5% in 2020. Overall, Slovenia's economy is relatively small but open and has shown resilience in recent years.
Slovenia's manufacturing sector is one of the largest contributors to the country's economy, accounting for around 25% of GDP. The country has a strong tradition in manufacturing, particularly in the areas of automotive and electrical engineering. Other important sectors include services, which account for around 65% of GDP, and agriculture, forestry, and fishing, which account for around 2% of GDP.
Slovenia is a highly export-oriented economy, with exports accounting for around 80% of GDP. The country's main export partners are other European countries, particularly Germany, Italy, and Austria. Key exports include machinery and transport equipment, manufactured goods, and chemicals.
The government of Slovenia has implemented a range of policies aimed at promoting economic growth and development. These include efforts to attract foreign investment, reduce red tape, and increase investment in research and development. The country has also introduced reforms aimed at improving the efficiency of its labor market and increasing the flexibility of its economy.
=== National debt ===
Slovenia's total national debt rose substantially during the Great Recession and was decreasing as of 2019; at the end of 2018 amounted to 32,223 million euros, 70% of the GDP.
=== Services and industry ===
Almost two-thirds of people are employed in services, and over one-third in industry and construction. Slovenia benefits from a well-educated workforce, well-developed infrastructure, and its location at the crossroads of major trade routes.The level of foreign direct investment (FDI) per capita in Slovenia is one of the lowest in the EU, and the labor productivity and the competitiveness of the Slovenian economy is still significantly below the EU average. Taxes are relatively high, the labor market is seen by business interests as being inflexible, and industries are losing sales to China, India, and elsewhere.High level of openness makes Slovenia extremely sensitive to economic conditions in its main trading partners and changes in its international price competitiveness. The main industries are motor vehicles, electric and electronic equipment, machinery, pharmaceuticals, and fuels. Examples of major Slovenian companies operating in Slovenia include the home appliance manufacturer Gorenje, the pharmaceutical companies Krka and Lek (Novartis' subsidiary), the oil distributing company Petrol Group, energy distribution companys GEN, GEN-I, HSE and Revoz, a manufacturing subsidiary of Renault.
=== Energy ===
In 2018, the net energy production was 12,262 GWh and consumption was 14,501 GWh. Hydroelectric plants produced 4,421 GWh, thermal plants produced 4,049 GWh, and the Krško Nuclear Power Plant produced 2,742 GWh (50% share that goes to Slovenia; other 50% goes to Croatia due to joint ownership).
Domestic electricity consumption was covered 84.6% by domestic production; percentage is decreasing from year to year meaning Slovenia is more and more depending on electricity import.A new 600 MW block of Šoštanj thermal power plant finished construction and went online in the autumn of 2014. The new 39.5 MW HE Krško hydro power plant was finished in 2013. The 41.5 MW HE Brežice and 30.5 MW HE Mokrice hydro power plants were built on the Sava River in 2018 and the construction of ten more hydropower plants with a cumulative capacity of 338 MW is planned to be finished by 2030. A large pumped-storage hydro power plant Kozjak on the Drava River is in the planning stage.
At the end of 2018, at least 295 MWp of photovoltaic modules and 31,4 MW of biogas powerplants were installed. Compared to 2017, renewable energy sources contributed 5.6 percentage points more into whole energy consumption. There is interest to add more production in the area of solar and wind energy sources (subsidising schemes are increasing economic feasibility), but microlocation settlement procedures take enormous toll on the efficiency of this intitiatve (nature preservation vs. energy production facilities dilemma).
=== Tourism ===
Slovenia offers tourists a wide variety of natural and cultural amenities. Different forms of tourism have developed. The tourist gravitational area is considerably large, however the tourist market is small. There has been no large-scale tourism and no acute environmental pressures; in 2017, National Geographic Traveller's Magazine declared Slovenia as the country with the world's most sustainable tourism. The nation's capital, Ljubljana, has many important Baroque and Vienna Secession buildings, with several important works of the native born architect Jože Plečnik.At the northwestern corner of the country lie the Julian Alps with Lake Bled and the Soča Valley, as well as the nation's highest peak, Mount Triglav in the middle of Triglav National Park. Other mountain ranges include Kamnik–Savinja Alps, the Karawanks, and Pohorje, popular with skiers and hikers.The Karst Plateau in the Slovene Littoral gave its name to karst, a landscape shaped by water dissolving the carbonate bedrock, forming caves. The best-known caves are Postojna Cave and the UNESCO-listed Škocjan Caves. The region of Slovenian Istria meets the Adriatic Sea, where the most important historical monument is the Venetian Gothic Mediterranean town of Piran while the settlement of Portorož attracts crowds in summer.
The hills around Slovenia's second-largest city, Maribor, are renowned for their wine-making. The northeastern part of the country is rich with spas, with Rogaška Slatina, Radenci, Čatež ob Savi, Dobrna, and Moravske Toplice growing in importance in the last two decades.Other popular tourist destinations include the historic cities of Ptuj and Škofja Loka, and several castles, such as Predjama Castle.Important parts of tourism in Slovenia include congress and gambling tourism. Slovenia is the country with the highest percentage of casinos per 1,000 inhabitants in the European Union. Perla in Nova Gorica is the largest casino in the region.Most of foreign tourists to Slovenia come from the key European markets: Italy, Austria, Germany, Croatia, Benelux, Serbia, Russia and Ukraine, followed by UK and Ireland. European tourists create more than 90% of Slovenia's tourist income. In 2016, Slovenia was declared the world's first green country by the Netherlands-based organization Green Destinations. On being declared the most sustainable country in 2016, Slovenia had a big part to play at the ITB Berlin to promote sustainable tourism.
=== Transport ===
Geography has dictated transport routes in Slovenia. Significant mountain ranges, major rivers and proximity to the Danube played roles in the development of the area's transportation corridors. One recent particular advantage are the Pan-European transport corridors V (the fastest link between the North Adriatic, and Central and Eastern Europe) and X (linking Central Europe with the Balkans). This gives it a special position in the European social, economic and cultural integration and restructuring.
==== Roads ====
The road freight and passenger transport constitutes the largest part of transport in Slovenia at 80%. Personal cars are much more popular than public road passenger transport, which has significantly declined. Slovenia has a very high highway and motorway density compared to the European Union average. The highway system, the construction of which was accelerated after 1994, has slowly but steadily transformed Slovenia into a large conurbation. Other state roads have been rapidly deteriorating because of neglect and the overall increase in traffic.
==== Railways ====
The existing Slovenian railways are out-of-date and have difficulty competing with the motorway network; partially also as a result of dispersed population settlement. Due to this fact and the projected increase in traffic through the port of Koper, which is primarily by train, a second rail on the Koper-Divača route is in early stages of starting construction. With a lack of financial assets, maintenance and modernisation of the Slovenian railway network have been neglected. Due to the out-of-date infrastructure, the share of the railway freight transport has been in decline in Slovenia. The railway passenger transport has been recovering after a large drop in the 1990s. The Pan-European railway corridors V and X, and several other major European rail lines intersect in Slovenia.
==== Ports ====
The major Slovenian port is the Port of Koper. It is the largest Northern Adriatic port in terms of container transport, with almost 590,000 TEUs annually and lines to all major world ports. It is much closer to destinations east of the Suez than the ports of Northern Europe. In addition, the maritime passenger traffic mostly takes place in Koper. Two smaller ports used for the international passenger transport as well as cargo transport are located in Izola and Piran. Passenger transport mainly takes place with Italy and Croatia. Splošna plovba, the only Slovenian shipping company, transports freight and is active only in foreign ports.
==== Air ====
Air transport in Slovenia is quite low, but has significantly grown since 1991. Of the three international airports in Slovenia, Ljubljana Jože Pučnik Airport in central Slovenia is the busiest, with connections to many major European destinations. The Maribor Edvard Rusjan Airport is located in the eastern part of the country and the Portorož Airport in the west. The state-owned Adria Airways is the largest Slovenian airline; however in 2019 it declared bankruptcy and ceased operations. Since 2003, several new carriers have entered the market, mainly low-cost airlines. The only Slovenian military airport is the Cerklje ob Krki Air Base in the southwest. There are also 12 public airports in Slovenia.
== Demographics ==
With 101 inhabitants per square kilometer (262/sq mi), Slovenia ranks low among the European countries in population density (compared to 402/km2 (1,040/sq mi) for the Netherlands or 195/km2 (510/sq mi) for Italy). The Inner Carniola–Karst Statistical Region has the lowest population density while the Central Slovenia Statistical Region has the highest.Slovenia is among the European countries with the most pronounced ageing of its population, ascribable to a low birth rate and increasing life expectancy. Almost all Slovenian inhabitants older than 64 are retired, with no significant difference between the genders. The working-age group is diminishing in spite of immigration. The proposal to raise the retirement age from the current 57 for women and 58 for men was rejected in a referendum in 2011. In addition, the difference among the genders regarding life expectancy is still significant. The total fertility rate (TFR) in 2014 was estimated at 1.33 children born/woman, which is lower than the replacement rate of 2.1. The majority of children are born to unmarried women (in 2016, 58.6% of all births were outside of marriage).
In 2018, life expectancy at birth was 81.1 years (78.2 years male, and 84 years female).In 2009, the suicide rate in Slovenia was 22 per 100,000 persons per year, which places Slovenia among the highest ranked European countries. Nonetheless, from 2000 until 2010, the rate has decreased by about 30%. The differences between regions and the genders are pronounced.
=== Urbanisation ===
Depending on definition, between 65% and 79% of people live in wider urban areas. According to OECD definition of rural areas none of the Slovene statistical regions is mostly urbanised, meaning that 15% or less of the population lives in rural communities. According to this definition statistical regions are classified:
mostly rural regions: Mura, Drava, Carinthia, Savinja, Lower Sava, Littoral–Inner Carniola, Gorizia, Southeast Slovenia
moderately rural regions: Central Sava, Upper Carniola, Coastal–Karst, Central Slovenia.The only large town is the capital, Ljubljana. Other (medium-sized) towns include Maribor, Celje, and Kranj. Overall, there are eleven urban municipalities in Slovenia.
=== Languages ===
The official language in Slovenia is Slovene, which is a member of the South Slavic language group. In 2002, Slovene was the native language of around 88% of Slovenia's population according to the census, with more than 92% of the Slovenian population speaking it in their home environment. This statistic ranks Slovenia among the most homogeneous countries in the EU in terms of the share of speakers of the predominant mother tongue.Slovene is a highly diverse Slavic language in terms of dialects, with different degrees of mutual intelligibility. Accounts of the number of dialects range from as few as seven dialects, often considered dialect groups or dialect bases that are further subdivided into as many as 50 dialects. Other sources characterize the number of dialects as nine or as eight.
Hungarian and Italian, spoken by the respective minorities, enjoy the status of official languages in the ethnically mixed regions along the Hungarian and Italian borders, to the extent that even the passports issued in those areas are bilingual. In 2002 around 0.2% of the Slovenian population spoke Italian and around 0.4% spoke Hungarian as their native language. Hungarian is co-official with Slovene in 30 settlements in 5 municipalities (whereof 3 are officially bilingual). Italian is co-official with Slovene in 25 settlements in 4 municipalities (all of them officially bilingual).
Romani, spoken in 2002 as the native language by 0.2% of people, is a legally protected language in Slovenia. Romani speakers mainly belong to the geographically dispersed and marginalized Roma community.German, which used to be the largest minority language in Slovenia prior to World War II (around 4% of the population in 1921), is now the native language of only around 0.08% of the population, the majority of whom are more than 60 years old. Gottscheerish or Granish, the traditional German dialect of Gottschee County, faces extinction.A significant number of people in Slovenia speak a variant of Serbo-Croatian (Serbian, Croatian, Bosnian, or Montenegrin) as their native language. These are mostly families who moved to Slovenia from other former Yugoslav republics. Altogether, Serbo-Croatian in its different forms is the second natively spoken language in Slovenia with 5.9% of population. In 2002, 0.4% of the Slovenian population declared themselves to be native speakers of Albanian and 0.2% native speakers of Macedonian. Czech, the fourth-largest minority language in Slovenia prior to World War II (after German, Hungarian, and Serbo-Croatian), is now the native language of a few hundred residents of Slovenia.Slovenia ranks among the top European countries in knowledge of foreign languages. The most taught foreign languages are English, German, Italian, French and Spanish. As of 2007, 92% of the population between the age of 25 and 64 spoke at least one foreign language and around 71.8% of them spoke at least two foreign languages, which was the highest percentage in the European Union. According to the Eurobarometer survey, as of 2005 the majority of Slovenes could speak Croatian (61%) and English (56%).: 21 A reported 42% of Slovenes could speak German, which was one of the highest percentages outside German-speaking countries. Italian is widely spoken on the Slovenian Coast and in some other areas of the Slovene Littoral. Around 15% of Slovenians can speak Italian, which is (according to the Eurobarometer pool) the third-highest percentage in the European Union, after Italy and Malta.
=== Immigration ===
In 2015, about 12% (237,616 people) of the population in Slovenia was born abroad. About 86% of the foreign-born population originated from other countries of former Yugoslavia as (in descending order) Bosnia-Herzegovina, followed by immigrants from Croatia, Serbia, North Macedonia, and Kosovo.By the beginning of 2017, there were about 114,438 people with foreign citizenship residing in the country making up 5.5% of the total population. Of these foreigners, 76% had citizenships of the other countries from former Yugoslavia (excluding Croatia). Additionally 16.4% had EU-citizenships and 7.6% had citizenships of other countries.
According to the 2002 census, Slovenia's main ethnic group are Slovenes (83%); however, their share in the total population is continuously decreasing, due to their relatively low fertility rate. At least 13% (2002) of the population were immigrants from other parts of Former Yugoslavia and their descendants. They have settled mainly in cities and suburbanised areas. Relatively small but protected by the Constitution of Slovenia are the Hungarian and the Italian ethnic minority. A special position is held by the autochthonous and geographically dispersed Roma ethnic community.The number of people immigrating into Slovenia rose steadily from 1995 and has been increasing even more rapidly in recent years. After Slovenia joined the EU in 2004, the annual number of immigrants doubled by 2006 and increased by half yet again by 2009. In 2007, Slovenia had one of the fastest growing net migration rates in the European Union.
=== Religion ===
Before World War II, 97% of the Slovenian population identified as members of the Catholic Church in the country, around 2.5% as Lutheran, and around 0.5% of residents identified themselves as members of other denominations. After 1945, the country underwent a process of gradual but steady secularization. After a decade of persecution of religions, the Communist regime adopted a policy of relative tolerance towards churches. After 1990, the Catholic Church regained some of its former influence, but Slovenia remains a largely secularized society.
The 2018 Eurobarometer data shows 73.4% of population identifying as Catholic that fell to 72.1% in the 2019 Eurobarometer survey. According to the Catholic Church data, the Catholic population fell from 78.04% in 2009 to 72.11% in 2019 The vast majority of Slovenian Catholics belong to the Latin Church. A small number of Eastern Catholics live in the White Carniola region.
Despite a relatively small number of Protestants (less than 1% in 2002), the Protestant legacy is historically significant given that the Slovene standard language and Slovene literature were established by the Protestant Reformation. Primoz Trubar, a theologian in the Lutheran tradition, was one of the most influential Protestant Reformers in Slovenia. Protestantism was extinguished in the Counter-Reformation implemented by the Habsburg dynasty, which controlled the region. It only survived in the easternmost regions due to protection of Hungarian nobles, who often happened to be Calvinist themselves. Today, a significant Lutheran minority lives in the easternmost region of Prekmurje, where they represent around a fifth of the population and are headed by a bishop with the seat in Murska Sobota.The third largest denomination, with around 2.2% of the population, is the Eastern Orthodox Church, with most adherents belonging to the Serbian Orthodox Church while a minority belongs to the Macedonian and other Eastern Orthodox churches.According to the 2002 census, Islam is the second largest religious denomination in the country, with around 2.4% of the population. Most Slovenian Muslims came from Bosnia.Slovenia has long been home to a Jewish community. Despite the losses suffered during the Holocaust, Judaism still numbers a few hundred adherents, mostly living in Ljubljana, site of the sole remaining active synagogue in the country.In the 2002, around 10% of Slovenes declared themselves atheists, another 10% professed no specific denomination, and around 16% declined to answer. According to the Eurobarometer Poll 2010, 32% of Slovenian citizens "believe there is a god", whereas 36% "believe there is some sort of spirit or life force" and 26% "do not believe there is any sort of spirit, god, or life force".
=== Education ===
Slovenia's education ranks as the 12th best in the world and 4th best in the European Union, being significantly higher than the OECD average, according to the Programme for International Student Assessment. Among people age 25 to 64, 12% have attended higher education, while on average Slovenes have 9.6 years of formal education. According to an OECD report, 83% of adults ages 25–64 have earned the equivalent of a high school degree, well above the OECD average of 74%; among 25- to 34-year-olds, the rate is 93%. According to the 1991 census there is 99.6% literacy in Slovenia. Lifelong learning is also increasing.Responsibility for education oversight at primary and secondary level in Slovenia lies with the Ministry of Education and Sports. After non-compulsory pre-school education, children enter the nine-year primary school at the age of six. Primary school is divided into three periods, each of three years. In the academic year 2006–2007 there were 166,000 pupils enrolled in elementary education and more than 13,225 teachers, giving a ratio of one teacher per 12 pupils and 20 pupils per class.
After completing elementary school, nearly all children (more than 98%) go on to secondary education, either vocational, technical or general secondary programmes (gimnazija). The latter concludes with matura, the final exam that allows the graduates to enter a university. 84% of secondary school graduates go on to tertiary education.Among several universities in Slovenia, the best ranked is the University of Ljubljana, ranking among the first 500 or the first 3% of the world's best universities according to the ARWU. Two other public universities include the University of Maribor in Styria region and the University of Primorska in Slovene Littoral. In addition, there is a private University of Nova Gorica and an international EMUNI University.
== Culture ==
=== Heritage ===
Slovenia's architectural heritage includes 2,500 churches, 1,000 castles, ruins, and manor houses, farmhouses, and special structures for drying hay, called hayracks (kozolci).Four natural and cultural sites in Slovenia are on the UNESCO World Heritage Site list. Škocjan Caves and its karst landscape are a protected site as the old forests in the area of Goteniški Snežnik and Kočevski Rog in the SE Slovenia. The Idrija Mercury mining site is of world importance, as are the prehistoric pile dwellings in the Ljubljana Marsh.The most picturesque church for photographers is the medieval and Baroque building on Bled Island. Near Postojna there is a fortress called Predjama Castle, half hidden in a cave. Museums in Ljubljana and elsewhere feature unique items such as the Divje Babe Flute and the oldest wheel in the world. Ljubljana has medieval, Baroque, Art Nouveau, and modern architecture. The architect Plečnik's architecture and his innovative paths and bridges along the Ljubljanica are notable and on UNESCO tentative list.
=== Cuisine ===
Slovenian cuisine is a mixture of Central European cuisine (especially Austrian and Hungarian), Mediterranean cuisine and Balkan cuisine. Historically, Slovenian cuisine was divided into town, farmhouse, cottage, castle, parsonage and monastic cuisines. Due to the variety of Slovenian cultural and natural landscapes, there are more than 40 distinct regional cuisines.
Ethnologically, the most characteristic Slovene dishes were one-pot dishes, such as ričet, Istrian stew (jota), minestrone (mineštra), and žganci buckwheat spoonbread; in the Prekmurje region there is also bujta repa, and prekmurska gibanica pastry. Prosciutto (pršut) is a delicacy of the Slovene Littoral. The nut roll (potica) has become a symbol of Slovenia, especially among the Slovene diaspora in the United States. Soups were added to the traditional one-pot meals and various kinds of porridge and stew only in relatively recent history.
Each year since 2000, the Roasted Potato Festival has been organized by the Society for the Recognition of Roasted Potatoes as a Distinct Dish. Roasted potatoes, which have been traditionally served in most Slovenian families only on Sundays, have been depicted on a special edition of post marks by the Post of Slovenia in 2012. The best known sausage is kranjska klobasa. Slovenia is also the home of the world's oldest vine, which is 400 years old.
Slovenia has been awarded the European Region of Gastronomy title for the year 2021.
=== Dance ===
Historically the most notable Slovenian ballet dancers and choreographers were Pino Mlakar, who in 1927 graduated from the Rudolf Laban Choreographic Institute, and there met his future wife, balerina Maria Luiza Pia Beatrice Scholz. Together they worked as a leading dancer and a choreographer in Dessau, Zürich, and State opera in München. Their plan to build a Slovenian dance centre at Rožnik Hill after the World War II was supported by the minister of culture, Ferdo Kozak, but was cancelled by his successor. Pino Mlakar was also a full professor at the Academy for Theatre, Radio, Film and Television (AGRFT) of the University of Ljubljana. A Mary Wigman modern dance school was founded in the 1930s by her student, Meta Vidmar, in Ljubljana.
=== Festivals, book fairs, and other events ===
A number of music, theater, film, book, and children's festivals take place in Slovenia each year, including the music festivals Ljubljana Summer Festival and Lent Festival, the stand-up comedy Punch Festival, the children's Pippi Longstocking Festival, and the book festivals Slovene book fair and Frankfurt after the Frankfurt.
The most notable music festival of Slovene music was historically the Slovenska popevka festival. Between 1981 and 2000 the Novi Rock festival was notable for bringing rock music across Iron curtain from the West to the Slovenian and then Yugoslav audience. The long tradition of jazz festivals in Titoist Yugoslavia began with the Ljubljana Jazz Festival which has been held annually in Slovenia since 1960.
=== Film ===
Slovene film actors and actresses historically include Ida Kravanja, who played her roles as Ita Rina in the early European films, and Metka Bučar. After WW II, one of the most notable film actors was Polde Bibič, who played a number of roles in many films that were well received in Slovenia, and also performed in television and radio drama.Feature film and short film production in Slovenia historically includes Karol Grossmann, František Čap, France Štiglic, Igor Pretnar, Jože Pogačnik, Peter Zobec, Matjaž Klopčič, Boštjan Hladnik, Dušan Jovanović, Vitan Mal, Franci Slak, and Karpo Godina as its most established filmmakers. Contemporary film directors Filip Robar - Dorin, Jan Cvitkovič, Damjan Kozole, Janez Lapajne, Mitja Okorn, and Marko Naberšnik are among the representatives of the so-called "Renaissance of Slovenian cinema". Slovene screenwriters, who are not film directors, include Saša Vuga and Miha Mazzini. Women film directors include Polona Sepe, Hanna A. W. Slak, and Maja Weiss.
=== Literature ===
History of Slovene literature began in the 16th century with Primož Trubar and other Protestant Reformers. Poetry in Slovene achieved its highest level with the Romantic poet France Prešeren. In the 20th century, Slovene literary fiction went through several periods: the beginning of the century was marked by the authors of the Slovene Modernism, with the most influential Slovene writer and playwright, Ivan Cankar; it was then followed by expressionism (Srečko Kosovel), avantgardism (Anton Podbevšek, Ferdo Delak) and social realism (Ciril Kosmač, Prežihov Voranc) before World War II, the poetry of resistance and revolution (Karel Destovnik Kajuh, Matej Bor) during the war, and intimism (Poems of the Four, 1953), post-war modernism (Edvard Kocbek), and existentialism (Dane Zajc) after the war.Postmodernist authors include Boris A. Novak, Marko Kravos, Drago Jančar, Evald Flisar, Tomaž Šalamun, and Brina Svit. Among the post-1990 authors best known are Aleš Debeljak, Miha Mazzini, and Alojz Ihan. There are several literary magazines that publish Slovene prose, poetry, essays, and local literary criticism. Today, notable authors include Slavoj Žižek, Mladen Dolar, Alenka Zupančič as well as Boris Pahor.
=== Music ===
Music of Slovenia historically includes numerous musicians and composers, such as the Renaissance composer Jacobus Gallus, who greatly influenced Central European classical music, the Baroque composer Joannes Baptista Dolar, and the violin virtuoso Giuseppe Tartini. The first Slovenian hymnal, Eni Psalmi, was published in 1567. This period saw the rise of musicians like Jacobus Gallus and George Slatkonia. In 1701, Johann Berthold von Höffer founded the Academia Philharmonicorum Labacensis, as one of the oldest such institutions in Europe, based on Italian models. Composers of Slovenian Lieder and art songs include Emil Adamič, Fran Gerbič, Alojz Geržinič, Benjamin Ipavec, Davorin Jenko, Anton Lajovic, Kamilo Mašek, Josip Pavčič, Zorko Prelovec, and Lucijan Marija Škerjanc.
In the early 20th century, impressionism was spreading across Slovenia, which soon produced composers Marij Kogoj and Slavko Osterc. Avant-garde classical music arose in Slovenia in the 1960s, largely due to the work of Uroš Krek, Dane Škerl, Primož Ramovš and Ivo Petrić, who also conducted the Slavko Osterc Ensemble. Jakob Jež, Darijan Božič, Lojze Lebič and Vinko Globokar have since composed enduring works, especially Globokar's L'Armonia, an opera. Modern composers include Uroš Rojko, Tomaž Svete, Brina Jež-Brezavšček, Božidar Kantušer and Aldo Kumar.
The Slovene National Opera and Ballet Theatre serves as the national opera and ballet house. The Slovenian Philharmonics, established in 1701 as part of Academia operosorum Labacensis, is among the oldest such institutions in Europe.
Harmony singing is a deep rooted tradition in Slovenia, and is at least three-part singing (four voices), while in some regions even up to eight-part singing (nine voices). Slovenian folk songs, thus, usually resounds soft and harmonious, and are very seldom in minor. Traditional Slovenian folk music is performed on Styrian harmonica (the oldest type of accordion), fiddle, clarinet, zithers, flute, and by brass bands of alpine type. In eastern Slovenia, fiddle and cimbalon bands are called velike goslarije. From 1952 on, the Slavko Avsenik's band began to appear in broadcasts, movies, and concerts all over the West Germany, inventing the original "Oberkrainer" country sound. The band produced nearly 1000 original compositions, an integral part of the Slovenian-style polka legacy. Many musicians followed Avsenik's steps, including Lojze Slak.
Among pop, rock, industrial, and indie musicians the most popular in Slovenia include industrial music group Laibach, as well as Siddharta, a rock band formed in 1995. Perpetuum Jazzile is the group from Slovenia that is internationally most listened online, with more than 23 million views for the official a cappella "Africa" video since its publishing on YouTube in May 2009 (through January 2023). Other Slovenian bands include a historically progressive rock ones that were also popular in Titoist Yugoslavia, such as Buldožer and Lačni Franz, which inspired later comedy rock bands including Zmelkoow, Slon in Sadež and Mi2. With exception of Terrafolk that made appearances worldwide, other bands, such as Avtomobili, Zaklonišče Prepeva, Šank Rock, Big Foot Mama, Dan D, and Zablujena generacija, are mostly unknown outside the country. Slovenian metal bands include Noctiferia (death metal), Negligence (thrash metal), Naio Ssaion (gothic metal), and Within Destruction (deathcore).
Slovenian post-WWII singer-songwriters include Frane Milčinski, Tomaž Pengov whose 1973 album Odpotovanja is considered to be the first singer-songwriter album in former Yugoslavia, Tomaž Domicelj, Marko Brecelj, Andrej Šifrer, Eva Sršen, Neca Falk, and Jani Kovačič. After 1990, Adi Smolar, Iztok Mlakar, Vita Mavrič, Vlado Kreslin, Zoran Predin, Peter Lovšin, and Magnifico have been popular in Slovenia, as well. In the 21st century, there have been many successful artists from Slovenia. They include country musician Manu, Eurovision finalists zalagasper, Nika Zorjan, Omar Naber and Raiven.
=== Theatre ===
Theater has a rich tradition in Slovenia, starting with the 1867 first ever Slovene-language drama performance. In addition to the main houses, which include Slovene National Theatre, Ljubljana and Maribor National Drama Theatre, a number of small producers are active in Slovenia, including physical theatre (e.g. Betontanc), street theatre (e.g. Ana Monró Theatre), theatresports championship Impro League, and improvisational theatre (e.g. IGLU Theatre). A popular form is puppetry, mainly performed in the Ljubljana Puppet Theatre.
=== Visual arts, architecture and design ===
Slovenia's visual arts, architecture, and design are shaped by a number of architects, designers, painters, sculptors, photographers, graphics artists, as well as comics, illustration and conceptual artists. Two significant prestigious institutions exhibiting works of Slovene visual artists are the National Gallery of Slovenia and the Museum of Modern Art.
Modern architecture in Slovenia was introduced by Max Fabiani, and in the mid-war period, Jože Plečnik and Ivan Vurnik. In the second half of the 20th century, the national and universal style were merged by the architects Edvard Ravnikar and first generation of his students: Milan Mihelič, Stanko Kristl, Savin Sever. The next generation is mainly still active, including Marko Mušič, Vojteh Ravnikar, and Jurij Kobe. Selected works of Jože Plečnik which shaped Ljubljana during the inter-war period were inscribed on UNESCO's list of World Heritage Sites in 2021.A number of conceptual visual art groups formed, including OHO, Group 69, and IRWIN. Nowadays, the Slovene visual arts are diverse, based on tradition, reflect the influence of neighboring nations and are intertwined with modern European movements.Internationally most notable Slovenian design items include the 1952 Rex chair, a Scandinavian design-inspired wooden chair, by interior designer Niko Kralj that was given in 2012 a permanent place in Designmuseum, Denmark, the largest museum of design in Scandinavia, and is included in the collection of the Museum of Modern Art MOMA in New York City, as well. An industrial design item that has changed the international ski industry is Elan SCX by Elan company.
The renewal of Slovene sculpture begun with Alojz Gangl who created sculptures for the public monuments of the Carniolan polymath Johann Weikhard von Valvasor and Valentin Vodnik, the first Slovene poet and journalist, as well as The Genius of the Theatre and other statues for the Slovenian National Opera and Ballet Theatre building. The development of sculpture after World War II was led by a number of artists, including brothers Boris and Zdenko Kalin, Jakob Savinšek stayed with figural art. Younger sculptors, for example Janez Boljka, Drago Tršar and particularly Slavko Tihec, moved towards abstract forms. Jakov Brdar and Mirsad Begić returned to human figures.
During World War II, numerous graphics were created by Božidar Jakac, who helped establish the post-war Academy of Visual Arts in Ljubljana.
In 1917 Hinko Smrekar illustrated Fran Levstik's book about the well-known Slovene folk hero Martin Krpan. The children's books illustrators include a number of women illustrators, such as Marlenka Stupica, Marija Lucija Stupica, Ančka Gošnik Godec, Marjanca Jemec Božič, and Jelka Reichman.
Historically, painting and sculpture in Slovenia was in the late 18th and the 19th century marked by Neoclassicism (Matevž Langus), Biedermeier (Giuseppe Tominz) and Romanticism (Michael Stroy). The first art exhibition in Slovenia was organized in the late 19th century by Ivana Kobilca. Impressionist artists include Matej Sternen, Matija Jama, Rihard Jakopič, Ivan Grohar whose The Sower (Slovene: Sejalec) was depicted on the €0.05 Slovenian euro coins, and Franc Berneker, who introduced impressionism to Slovenia. Espressionist painters include Veno Pilon and Tone Kralj whose picture book, reprinted thirteen times, is now the most recognisable image of Martin Krpan. Some of the best known painters in the second half of the 20th century were Zoran Mušič, Gabrijel Stupica and Marij Pregelj.
In 1841, Janez Puhar invented a process for photography on glass, recognized on 17 June 1852 in Paris by the Académie Nationale Agricole, Manufacturière et Commerciale. Gojmir Anton Kos was a notable realist painter and photographer between First World War and WW II.
=== Sports ===
Slovenia is a natural sports venue, with many Slovenians actively practicing sports. A variety of sports are played in Slovenia on a professional level, with international successes in handball, basketball, volleyball, association football, ice hockey, rowing, swimming, tennis, boxing, climbing, road cycling and athletics. Prior to World War II, gymnastics and fencing used to be the most popular sports in Slovenia, with athletes like Leon Štukelj and Miroslav Cerar gaining gold Olympic medals. Association football gained popularity in the interwar period. After 1945, basketball, handball and volleyball have become popular among Slovenians, and from the mid-1970s onward, winter sports have, as well. Since 1992, Slovenian sportspeople have won 52 Olympic medals, including twelve gold medals, and 24 Paralympic medals with four golds.Individual sports are also very popular in Slovenia, including tennis and mountaineering, which are two of the most widespread sporting activities in Slovenia. Several Slovenian extreme and endurance sportsmen have gained an international reputation, including the mountaineer Tomaž Humar, the mountain skier Davo Karničar, the ultramarathon swimmer Martin Strel and the ultracyclist Jure Robič. Past and current winter sports athletes include alpine skiers, such as Mateja Svet, Bojan Križaj, Ilka Štuhec and double Olympic gold medalist Tina Maze, cross-country skier Petra Majdič, and ski jumpers, such as Primož Peterka and Peter Prevc. Boxing has gained popularity since Jan Zaveck won the IBF Welterweight World Champion title in 2009.In cycling, Primož Roglič became the first Slovenian to win a Grand Tour when he won the 2019 Vuelta a España. Tadej Pogačar won the Tour de France, the world's most competitive cycling race, in 2020 and 2021.
Prominent team sports in Slovenia include football, basketball, handball, volleyball, and ice hockey. The men's national football team has qualified for one European Championship (2000) and two World Cups (2002 and 2010). Of Slovenian clubs, NK Maribor played three times in the group stages of the UEFA Champions League. The men's national basketball team has participated at 14 EuroBaskets, winning the gold medal in the 2017 edition, and at four FIBA World Championships. Slovenia also hosted the EuroBasket 2013. The men's national handball team has qualified for three Olympics, ten IHF World Championships, including their third-place finish in 2017, and thirteen European Championships. Slovenia was the hosts of the 2004 European Championship, where the national team won the silver medal. Slovenia's most prominent handball team, RK Celje, won the EHF Champions League in the 2003–04 season. In women's handball, RK Krim won the Champions League in 2001 and 2003. The men's national volleyball team has won three silver medals at the European Volleyball Championship, and finished fourth at the 2022 World Championship. The national ice hockey team has played at 29 Ice Hockey World Championships (with 10 appearances in top division).
== See also ==
Outline of Slovenia
Slovenia (European Parliament constituency)
== References ==
== Further reading ==
== External links ==
Slovenia from UCB Libraries GovPubs
Slovenia at Curlie
Wikimedia Atlas of Slovenia
"Facts About Slovenia", publication from the Slovenian Government Communication Office. pdf. In English, Spanish, French, German and Russian.
Slovenia – Landmarks. Virtual reality panoramas of various spots in the country.
"Slovenia: a geographical overview". Association of the Geographical Societies of Slovenia.Government
Slovenia.si The main national access point to information about Slovenia.
The Republic of Slovenia. Official institutions.
Statistical Office of the Republic of Slovenia
National Meteorological Service of SloveniaTravel
The Slovenian Tourist portal. Slovenian Tourist Board.
Geographic data related to Slovenia at OpenStreetMap
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United States Army
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The United States Army (USA) is the land service branch of the United States Armed Forces. It is one of the eight U.S. uniformed services, and is designated as the Army of the United States in the U.S. Constitution. The oldest and most senior branch of the U.S. military in order of precedence, the modern U.S. Army has its roots in the Continental Army, which was formed on 14 June 1775 to fight the American Revolutionary War (1775–1783)—against the British for independence before the United States was established as a country. After the Revolutionary War, the Congress of the Confederation created the United States Army on 3 June 1784 to replace the disbanded Continental Army. The United States Army considers itself to be a continuation of the Continental Army, and thus considers its institutional inception to be the origin of that armed force in 1775.The U.S. Army is a uniformed service of the United States and is part of the Department of the Army, which is one of the three military departments of the Department of Defense. The U.S. Army is headed by a civilian senior appointed civil servant, the secretary of the Army (SECARMY) and by a chief military officer, the chief of staff of the Army (CSA) who is also a member of the Joint Chiefs of Staff. It is the largest military branch, and in the fiscal year 2020, the projected end strength for the Regular Army (USA) was 480,893 soldiers; the Army National Guard (ARNG) had 336,129 soldiers and the U.S. Army Reserve (USAR) had 188,703 soldiers; the combined-component strength of the U.S. Army was 1,005,725 soldiers. As a branch of the armed forces, the mission of the U.S. Army is "to fight and win our Nation's wars, by providing prompt, sustained land dominance, across the full range of military operations and the spectrum of conflict, in support of combatant commanders". The branch participates in conflicts worldwide and is the major ground-based offensive and defensive force of the United States Of America.
== Mission ==
The United States Army serves as the land-based branch of the U.S. Armed Forces. Section 7062 of Title 10, U.S. Code defines the purpose of the army as:
Preserving the peace and security and providing for the defense of the United States, the Commonwealths and possessions and any areas occupied by the United States
Supporting the national policies
Implementing the national objectives
Overcoming any nations responsible for aggressive acts that imperil the peace and security of the United StatesIn 2018, the Army Strategy 2018 articulated an eight-point addendum to the Army Vision for 2028. While the Army Mission remains constant, the Army Strategy builds upon the Army's Brigade Modernization by adding focus to corps and division-level echelons. The Army Futures Command oversees reforms geared toward conventional warfare. The Army's current reorganization plan is due to be completed by 2028.The Army's five core competencies are prompt and sustained land combat, combined arms operations (to include combined arms maneuver and wide–area security, armored and mechanized operations and airborne and air assault operations), special operations forces, to set and sustain the theater for the joint force, and to integrate national, multinational, and joint power on land.
== History ==
=== Origins ===
The Continental Army was created on 14 June 1775 by the Second Continental Congress as a unified army for the colonies to fight Great Britain, with George Washington appointed as its commander. The army was initially led by men who had served in the British Army or colonial militias and who brought much of British military heritage with them. As the Revolutionary War progressed, French aid, resources and military thinking helped shape the new army. A number of European soldiers came on their own to help, such as Friedrich Wilhelm von Steuben, who taught Prussian Army tactics and organizational skills.
The Army fought numerous pitched battles, and sometimes used Fabian strategy and hit-and-run tactics in the South in 1780 and 1781; under Major General Nathanael Greene, it hit where the British were weakest to wear down their forces. Washington led victories against the British at Trenton and Princeton, but lost a series of battles in the New York and New Jersey campaign in 1776 and the Philadelphia campaign in 1777. With a decisive victory at Yorktown and the help of the French, the Continental Army prevailed against the British.
After the war, the Continental Army was quickly given land certificates and disbanded in a reflection of the republican distrust of standing armies. State militias became the new nation's sole ground army, with the exception of a regiment to guard the Western Frontier and one battery of artillery guarding West Point's arsenal. However, because of continuing conflict with Native Americans, it was soon considered necessary to field a trained standing army. The Regular Army was at first very small and after General St. Clair's defeat at the Battle of the Wabash, where more than 800 soldiers were killed, the Regular Army was reorganized as the Legion of the United States, established in 1791 and renamed the United States Army in 1796.
In 1798, during the Quasi-War with France, the U.S. Congress established a three-year "Provisional Army" of 10,000 men, consisting of twelve regiments of infantry and six troops of light dragoons. In March 1799, Congress created an "Eventual Army" of 30,000 men, including three regiments of cavalry. Both "armies" existed only on paper, but equipment for 3,000 men and horses was procured and stored.
=== 19th century ===
==== War of 1812 and Indian Wars ====
The War of 1812, the second and last war between the United States and Great Britain, had mixed results. The U.S. Army did not conquer Canada but it did destroy Native American resistance to expansion in the Old Northwest and it validated its independence by stopping two major British invasions in 1814 and 1815. After taking control of Lake Erie in 1813, the U.S. Army seized parts of western Upper Canada, burned York and defeated Tecumseh, which caused his Western Confederacy to collapse. Following U.S. victories in the Canadian province of Upper Canada, British troops who had dubbed the U.S. Army "Regulars, by God!", were able to capture and burn Washington, which was defended by militia, in 1814. The regular army, however, proved they were professional and capable of defeating the British army during the invasions of Plattsburgh and Baltimore, prompting British agreement on the previously rejected terms of a status quo antebellum. Two weeks after a treaty was signed (but not ratified), Andrew Jackson defeated the British in the Battle of New Orleans and siege of Fort St. Philip with an army dominated by militia and volunteers, and became a national hero. U.S. troops and sailors captured HMS Cyane, Levant and Penguin in the final engagements of the war. Per the treaty, both sides (the United States and Great Britain) returned to the geographical status quo. Both navies kept the warships they had seized during the conflict.
The army's major campaign against the Indians was fought in Florida against Seminoles. It took long wars (1818–1858) to finally defeat the Seminoles and move them to Oklahoma. The usual strategy in Indian wars was to seize control of the Indians' winter food supply, but that was no use in Florida where there was no winter. The second strategy was to form alliances with other Indian tribes, but that too was useless because the Seminoles had destroyed all the other Indians when they entered Florida in the late eighteenth century.The U.S. Army fought and won the Mexican–American War (1846–1848), which was a defining event for both countries. The U.S. victory resulted in acquisition of territory that eventually became all or parts of the states of California, Nevada, Utah, Colorado, Arizona, Wyoming and New Mexico.
==== American Civil War ====
The American Civil War was the costliest war for the U.S. in terms of casualties. After most slave states, located in the southern U.S., formed the Confederate States, the Confederate States Army, led by former U.S. Army officers, mobilized a large fraction of Southern white manpower. Forces of the United States (the "Union" or "the North") formed the Union Army, consisting of a small body of regular army units and a large body of volunteer units raised from every state, north and south, except South Carolina.For the first two years, Confederate forces did well in set battles but lost control of the border states. The Confederates had the advantage of defending a large territory in an area where disease caused twice as many deaths as combat. The Union pursued a strategy of seizing the coastline, blockading the ports, and taking control of the river systems. By 1863, the Confederacy was being strangled. Its eastern armies fought well, but the western armies were defeated one after another until the Union forces captured New Orleans in 1862 along with the Tennessee River. In the Vicksburg Campaign of 1862–1863, General Ulysses Grant seized the Mississippi River and cut off the Southwest. Grant took command of Union forces in 1864 and after a series of battles with very heavy casualties, he had General Robert E. Lee under siege in Richmond as General William T. Sherman captured Atlanta and marched through Georgia and the Carolinas. The Confederate capital was abandoned in April 1865 and Lee subsequently surrendered his army at Appomattox Court House. All other Confederate armies surrendered within a few months.
The war remains the deadliest conflict in U.S. history, resulting in the deaths of 620,000 men on both sides. Based on 1860 census figures, 8% of all white males aged 13 to 43 died in the war, including 6.4% in the North and 18% in the South.
==== Later 19th century ====
Following the Civil War, the U.S. Army had the mission of containing western tribes of Native Americans on the Indian reservations. They set up many forts, and engaged in the last of the American Indian Wars. U.S. Army troops also occupied several Southern states during the Reconstruction Era to protect freedmen.
The key battles of the Spanish–American War of 1898 were fought by the Navy. Using mostly new volunteers, the U.S. forces defeated Spain in land campaigns in Cuba and played the central role in the Philippine–American War.
=== 20th century ===
Starting in 1910, the army began acquiring fixed-wing aircraft. In 1910, during the Mexican Revolution, the army was deployed to U.S. towns near the border to ensure the safety of lives and property. In 1916, Pancho Villa, a major rebel leader, attacked Columbus, New Mexico, prompting a U.S. intervention in Mexico until 7 February 1917. They fought the rebels and the Mexican federal troops until 1918.
==== World Wars ====
The United States joined World War I as an "Associated Power" in 1917 on the side of Britain, France, Russia, Italy and the other Allies. U.S. troops were sent to the Western Front and were involved in the last offensives that ended the war. With the armistice in November 1918, the army once again decreased its forces.
In 1939, estimates of the Army's strength range between 174,000 and 200,000 soldiers, smaller than that of Portugal's, which ranked it 17th or 19th in the world in size. General George C. Marshall became Army chief of staff in September 1939 and set about expanding and modernizing the Army in preparation for war.
The United States joined World War II in December 1941 after the Japanese attack on Pearl Harbor. Some 11 million Americans were to serve in various Army operations. On the European front, U.S. Army troops formed a significant portion of the forces that landed in French North Africa and took Tunisia and then moved on to Sicily and later fought in Italy. In the June 1944 landings in northern France and in the subsequent liberation of Europe and defeat of Nazi Germany, millions of U.S. Army troops played a central role. In 1947, the number of soldiers in the US Army had decreased from eight million in 1945 to 684,000 soldiers and the total number of active divisions had dropped from 89 to 12. The leaders of the Army saw this demobilization as a success.
In the Pacific War, U.S. Army soldiers participated alongside the United States Marine Corps in capturing the Pacific Islands from Japanese control. Following the Axis surrenders in May (Germany) and August (Japan) of 1945, army troops were deployed to Japan and Germany to occupy the two defeated nations. Two years after World War II, the Army Air Forces separated from the army to become the United States Air Force in September 1947. In 1948, the army was desegregated by order 9981 of President Harry S. Truman.
==== Cold War ====
===== 1945–1960 =====
The end of World War II set the stage for the East–West confrontation known as the Cold War. With the outbreak of the Korean War, concerns over the defense of Western Europe rose. Two corps, V and VII, were reactivated under Seventh United States Army in 1950 and U.S. strength in Europe rose from one division to four. Hundreds of thousands of U.S. troops remained stationed in West Germany, with others in Belgium, the Netherlands and the United Kingdom, until the 1990s in anticipation of a possible Soviet attack.: minute 9:00–10:00
During the Cold War, U.S. troops and their allies fought communist forces in Korea and Vietnam. The Korean War began in June 1950, when the Soviets walked out of a UN Security Council meeting, removing their possible veto. Under a United Nations umbrella, hundreds of thousands of U.S. troops fought to prevent the takeover of South Korea by North Korea and later to invade the northern nation. After repeated advances and retreats by both sides and the Chinese People's Volunteer Army's entry into the war, the Korean Armistice Agreement returned the peninsula to the status quo in July 1953.
===== 1960–1970 =====
The Vietnam War is often regarded as a low point for the U.S. Army due to the use of drafted personnel, the unpopularity of the war with the U.S. public and frustrating restrictions placed on the military by U.S. political leaders. While U.S. forces had been stationed in South Vietnam since 1959, in intelligence and advising/training roles, they were not deployed in large numbers until 1965, after the Gulf of Tonkin Incident. U.S. forces effectively established and maintained control of the "traditional" battlefield, but they struggled to counter the guerrilla hit and run tactics of the communist Viet Cong and the People's Army Of Vietnam (NVA).
During the 1960s, the Department of Defense continued to scrutinize the reserve forces and to question the number of divisions and brigades as well as the redundancy of maintaining two reserve components, the Army National Guard and the Army Reserve. In 1967, Secretary of Defense Robert McNamara decided that 15 combat divisions in the Army National Guard were unnecessary and cut the number to eight divisions (one mechanized infantry, two armored, and five infantry), but increased the number of brigades from seven to 18 (one airborne, one armored, two mechanized infantry and 14 infantry). The loss of the divisions did not sit well with the states. Their objections included the inadequate maneuver element mix for those that remained and the end to the practice of rotating divisional commands among the states that supported them. Under the proposal, the remaining division commanders were to reside in the state of the division base. However, no reduction in total Army National Guard strength was to take place, which convinced the governors to accept the plan. The states reorganized their forces accordingly between 1 December 1967 and 1 May 1968.
===== 1970–1990 =====
The Total Force Policy was adopted by Chief of Staff of the Army General Creighton Abrams in the aftermath of the Vietnam War and involved treating the three components of the army – the Regular Army, the Army National Guard and the Army Reserve as a single force. General Abrams' intertwining of the three components of the army effectively made extended operations impossible without the involvement of both the Army National Guard and Army Reserve in a predominantly combat support role. The army converted to an all-volunteer force with greater emphasis on training to specific performance standards driven by the reforms of General William E. DePuy, the first commander of United States Army Training and Doctrine Command. Following the Camp David Accords that was signed by Egypt, Israel that was brokered by president Jimmy Carter in 1978, as part of the agreement, both the United States and Egypt agreed that there would be a joint military training led by both countries that would usually take place every 2 years, that exercise is known as Exercise Bright Star.
The 1980s was mostly a decade of reorganization. The Goldwater-Nichols Act of 1986 created unified combatant commands bringing the army together with the other four military services under unified, geographically organized command structures. The army also played a role in the invasions of Grenada in 1983 (Operation Urgent Fury) and Panama in 1989 (Operation Just Cause).
By 1989 Germany was nearing reunification and the Cold War was coming to a close. Army leadership reacted by starting to plan for a reduction in strength. By November 1989 Pentagon briefers were laying out plans to reduce army end strength by 23%, from 750,000 to 580,000. A number of incentives such as early retirement were used.
==== 1990s ====
In 1990, Iraq invaded its smaller neighbor, Kuwait, and U.S. land forces quickly deployed to assure the protection of Saudi Arabia. In January 1991 Operation Desert Storm commenced, a U.S.-led coalition which deployed over 500,000 troops, the bulk of them from U.S. Army formations, to drive out Iraqi forces. The campaign ended in total victory, as Western coalition forces routed the Iraqi Army. Some of the largest tank battles in history were fought during the Gulf war. The Battle of Medina Ridge, Battle of Norfolk and the Battle of 73 Easting were tank battles of historical significance.
After Operation Desert Storm, the army did not see major combat operations for the remainder of the 1990s but did participate in a number of peacekeeping activities. In 1990 the Department of Defense issued guidance for "rebalancing" after a review of the Total Force Policy, but in 2004, USAF Air War College scholars concluded the guidance would reverse the Total Force Policy which is an "essential ingredient to the successful application of military force".
=== 21st century ===
On 11 September 2001, 53 Army civilians (47 employees and six contractors) and 22 soldiers were among the 125 victims killed in the Pentagon in a terrorist attack when American Airlines Flight 77 commandeered by five Al-Qaeda hijackers slammed into the western side of the building, as part of the September 11 attacks. In response to the 11 September attacks and as part of the Global War on Terror, U.S. and NATO forces invaded Afghanistan in October 2001, displacing the Taliban government. The U.S. Army also led the combined U.S. and allied invasion of Iraq in 2003; it served as the primary source for ground forces with its ability to sustain short and long-term deployment operations. In the following years, the mission changed from conflict between regular militaries to counterinsurgency, resulting in the deaths of more than 4,000 U.S. service members (as of March 2008) and injuries to thousands more. 23,813 insurgents were killed in Iraq between 2003 and 2011.
Until 2009, the army's chief modernization plan, its most ambitious since World War II, was the Future Combat Systems program. In 2009, many systems were canceled, and the remaining were swept into the BCT modernization program. By 2017, the Brigade Modernization project was completed and its headquarters, the Brigade Modernization Command, was renamed the Joint Modernization Command, or JMC. In response to Budget sequestration in 2013, Army plans were to shrink to 1940 levels, although actual Active-Army end-strengths were projected to fall to some 450,000 troops by the end of FY2017. From 2016 to 2017, the Army retired hundreds of OH-58 Kiowa Warrior observation helicopters, while retaining its Apache gunships. The 2015 expenditure for Army research, development and acquisition changed from $32 billion projected in 2012 for FY15 to $21 billion for FY15 expected in 2014.
== Organization ==
=== Planning ===
By 2017, a task force was formed to address Army modernization, which triggered shifts of units: RDECOM, and ARCIC, from within Army Materiel Command (AMC), and TRADOC, respectively, to a new Army Command (ACOM) in 2018. The Army Futures Command (AFC), is a peer of FORSCOM, TRADOC, and AMC, the other ACOMs. AFC's mission is modernization reform: to design hardware, as well as to work within the acquisition process which defines materiel for AMC. TRADOC's mission is to define the architecture and organization of the Army, and to train and supply soldiers to FORSCOM.: minutes 2:30–15:00 AFC's cross-functional teams (CFTs) are Futures Command's vehicle for sustainable reform of the acquisition process for the future. In order to support the Army's modernization priorities, its FY2020 budget allocated $30 billion for the top six modernization priorities over the next five years. The $30 billion came from $8 billion in cost avoidance and $22 billion in terminations.
=== Army Components ===
The task of organizing the U.S. Army commenced in 1775. In the first one hundred years of its existence, the United States Army was maintained as a small peacetime force to man permanent forts and perform other non-wartime duties such as engineering and construction works. During times of war, the U.S. Army was augmented by the much larger United States Volunteers which were raised independently by various state governments. States also maintained full-time militias which could also be called into the service of the army.
By the twentieth century, the U.S. Army had mobilized the U.S. Volunteers on four occasions during each of the major wars of the nineteenth century. During World War I, the "National Army" was organized to fight the conflict, replacing the concept of U.S. Volunteers. It was demobilized at the end of World War I, and was replaced by the Regular Army, the Organized Reserve Corps and the state militias. In the 1920s and 1930s, the "career" soldiers were known as the "Regular Army" with the "Enlisted Reserve Corps" and "Officer Reserve Corps" augmented to fill vacancies when needed.In 1941, the "Army of the United States" was founded to fight World War II. The Regular Army, Army of the United States, the National Guard and Officer/Enlisted Reserve Corps (ORC and ERC) existed simultaneously. After World War II, the ORC and ERC were combined into the United States Army Reserve. The Army of the United States was re-established for the Korean War and Vietnam War and was demobilized upon the suspension of the draft.Currently, the Army is divided into the Regular Army, the Army Reserve and the Army National Guard. Some states further maintain state defense forces, as a type of reserve to the National Guard, while all states maintain regulations for state militias. State militias are both "organized", meaning that they are armed forces usually part of the state defense forces, or "unorganized" simply meaning that all able-bodied males may be eligible to be called into military service.
The U.S. Army is also divided into several branches and functional areas. Branches include officers, warrant officers, and enlisted Soldiers while functional areas consist of officers who are reclassified from their former branch into a functional area. However, officers continue to wear the branch insignia of their former branch in most cases, as functional areas do not generally have discrete insignia. Some branches, such as Special Forces, operate similarly to functional areas in that individuals may not join their ranks until having served in another Army branch. Careers in the Army can extend into cross-functional areas for officer, warrant officer, enlisted, and civilian personnel.
Before 1933, members of the Army National Guard were considered state militia until they were mobilized into the U.S. Army, typically on the onset of war. Since the 1933 amendment to the National Defense Act of 1916, all Army National Guard soldiers have held dual status. They serve as National Guardsmen under the authority of the governor of their state or territory and as reserve members of the U.S. Army under the authority of the president, in the Army National Guard of the United States.
Since the adoption of the total force policy, in the aftermath of the Vietnam War, reserve component soldiers have taken a more active role in U.S. military operations. For example, Reserve and Guard units took part in the Gulf War, peacekeeping in Kosovo, Afghanistan, and the 2003 invasion of Iraq.
=== Army commands and army service component commands ===
Headquarters, United States Department of the Army (HQDA):
Source: U.S. Army organization
=== Structure ===
See Structure of the United States Army for a detailed treatment of the history, components, administrative and operational structure and the branches and functional areas of the Army.
The U.S. Army is made up of three components: the active component, the Regular Army; and two reserve components, the Army National Guard and the Army Reserve. Both reserve components are primarily composed of part-time soldiers who train once a month – known as battle assemblies or unit training assemblies (UTAs) – and conduct two to three weeks of annual training each year. Both the Regular Army and the Army Reserve are organized under Title 10 of the United States Code, while the National Guard is organized under Title 32. While the Army National Guard is organized, trained and equipped as a component of the U.S. Army, when it is not in federal service it is under the command of individual state and territorial governors. However, the District of Columbia National Guard reports to the U.S. president, not the district's mayor, even when not federalized. Any or all of the National Guard can be federalized by presidential order and against the governor's wishes.
The U.S. Army is led by a civilian secretary of the Army, who has the statutory authority to conduct all the affairs of the army under the authority, direction and control of the secretary of defense. The chief of staff of the Army, who is the highest-ranked military officer in the army, serves as the principal military adviser and executive agent for the secretary of the Army, i.e., its service chief; and as a member of the Joint Chiefs of Staff, a body composed of the service chiefs from each of the four military services belonging to the Department of Defense who advise the president of the United States, the secretary of defense and the National Security Council on operational military matters, under the guidance of the chairman and vice chairman of the Joint Chiefs of Staff. In 1986, the Goldwater–Nichols Act mandated that operational control of the services follows a chain of command from the president to the secretary of defense directly to the unified combatant commanders, who have control of all armed forces units in their geographic or function area of responsibility, thus the secretaries of the military departments (and their respective service chiefs underneath them) only have the responsibility to organize, train and equip their service components. The army provides trained forces to the combatant commanders for use as directed by the secretary of defense.
By 2013, the army shifted to six geographical commands that align with the six geographical unified combatant commands (CCMD):
United States Army Central headquartered at Shaw Air Force Base, South Carolina
United States Army North headquartered at Fort Sam Houston, Texas
United States Army South headquartered at Fort Sam Houston, Texas
United States Army Europe and Africa headquartered at Clay Kaserne, Wiesbaden, Germany
United States Army Pacific headquartered at Fort Shafter, HawaiiThe army also transformed its base unit from divisions to brigades. Division lineage will be retained, but the divisional headquarters will be able to command any brigade, not just brigades that carry their divisional lineage. The central part of this plan is that each brigade will be modular, i.e., all brigades of the same type will be exactly the same and thus any brigade can be commanded by any division. As specified before the 2013 end-strength re-definitions, the three major types of brigade combat teams are:
Armored brigades, with a strength of 4,743 troops as of 2014.
Stryker brigades, with a strength of 4,500 troops as of 2014.
Infantry brigades, with a strength of 4,413 troops as of 2014.In addition, there are combat support and service support modular brigades. Combat support brigades include aviation (CAB) brigades, which will come in heavy and light varieties, fires (artillery) brigades (now transforms to division artillery) and expeditionary military intelligence brigades. Combat service support brigades include sustainment brigades and come in several varieties and serve the standard support role in an army.
=== Combat maneuver organizations ===
To track the effects of the 2018 budget cuts, see Transformation of the United States Army#Divisions and brigadesThe U.S. Army's conventional combat capability currently consists of 11 active divisions and 1 deployable division headquarters (7th Infantry Division) as well as several independent maneuver units.
From 2013 through 2017, the Army sustained organizational and end-strength reductions after several years of growth. In June 2013, the Army announced plans to downsize to 32 active brigade combat teams by 2015 to match a reduction in active-duty strength to 490,000 soldiers. Army chief of staff Raymond Odierno projected that the Army was to shrink to "450,000 in the active component, 335,000 in the National Guard and 195,000 in U.S. Army Reserve" by 2018. However, this plan was scrapped by the incoming Trump administration, with subsequent plans to expand the Army by 16,000 soldiers to a total of 476,000 by October 2017. The National Guard and the Army Reserve will see a smaller expansion.The Army's maneuver organization was most recently altered by the reorganization of United States Army Alaska into the 11th Airborne Division, transferring the 1st and 4th Brigade Combat Teams of the 25th Infantry Division under a separate operational headquarters to reflect the brigades' distinct, Arctic-oriented mission. As part of the reorganization, the 1–11 (formerly 1–25) Stryker Brigade Combat Team will reorganize as an Infantry Brigade Combat Team. Following this transition, the active component BCTs will number 11 Armored brigades, 6 Stryker brigades, and 14 Infantry brigades.
Within the Army National Guard and United States Army Reserve, there are a further eight divisions, 27 brigade combat teams, additional combat support and combat service support brigades, and independent cavalry, infantry, artillery, aviation, engineer and support battalions. The Army Reserve in particular provides virtually all psychological operations and civil affairs units.
United States Army Forces Command (FORSCOM)
For a description of U.S. Army tactical organizational structure, see: a U.S. context and also a global context.
=== Special operations forces ===
United States Army Special Operations Command (Airborne) (USASOC):
== Personnel ==
The Army's Talent Management Task Force (TMTF) has deployed IPPS-A, the Integrated Personnel and Pay System - Army, an app which serves the National Guard, and on 17 January 2023 the Army Reserve and Active Army. Soldiers were reminded to update their information using the legacy systems to keep their payroll and personnel information current by December 2021. IPPS-A is the Human Resources system for the Army, is now available for download for Android, or the Apple store. It will be used for future promotions and other personnel decisions. Among the changes are:
BCAP, the Battalion Commander Assessment Program. In January 2020, over 800 majors and lieutenant colonels from all over the Army converged on Fort Knox to take part in a five-day program to select the next battalion commanders for the Army (beginning in FY2021). This process replaces the former selection process which was based solely on rank and individual reviews of past performance. From now on, more consideration will be given to an individual officer's personal preference, as part of 25 other selection criteria. "Promotion boards will now be able to see almost all substantiated adverse information". The promotion boards will be able to see anything in an officer's human resource record. Officers are encouraged to become familiar with their human resource record, and to file rebuttals to adverse information.
Depending on the success of this initiative, other assessment programs could be instituted as well, for promotion to sergeants major, and for assessment of colonels for command.Below are the U.S. Army ranks authorized for use today and their equivalent NATO designations. Although no living officer currently holds the rank of General of the Army, it is still authorized by Congress for use in wartime.
=== Officers ===
There are several paths to becoming a commissioned officer including the United States Military Academy, Reserve Officers' Training Corps, Officer Candidate School, and direct commissioning. Regardless of which road an officer takes, the insignia are the same. Certain professions including physicians, pharmacists, nurses, lawyers and chaplains are commissioned directly into the Army.
Most army commissioned officers (those who are generalists) are promoted based on an "up or out" system. A more flexible talent management process is underway. The Defense Officer Personnel Management Act of 1980 establishes rules for the timing of promotions and limits the number of officers that can serve at any given time.
Army regulations call for addressing all personnel with the rank of general as "General (last name)" regardless of the number of stars. Likewise, both colonels and lieutenant colonels are addressed as "Colonel (last name)" and first and second lieutenants as "Lieutenant (last name)".
=== Warrant officers ===
Warrant officers are single track, specialty officers with subject matter expertise in a particular area. They are initially appointed as warrant officers (in the rank of WO1) by the secretary of the Army, but receive their commission upon promotion to chief warrant officer two (CW2).
By regulation, warrant officers are addressed as "Mr. (last name)" or "Ms. (last name)" by senior officers and as "sir" or "ma'am" by all enlisted personnel. However, many personnel address warrant officers as "Chief (last name)" within their units regardless of rank.
=== Enlisted personnel ===
Sergeants and corporals are referred to as NCOs, short for non-commissioned officers. This distinguishes corporals from the more numerous specialists who have the same pay grade but do not exercise leadership responsibilities. Beginning in 2021, all corporals will be required to conduct structured self-development for the NCO ranks, completing the basic leader course (BLC), or else be laterally assigned as specialists. Specialists who have completed BLC and who have been recommended for promotion will be permitted to wear corporal rank before their recommended promotion as NCOs.Privates and privates first class (E3) are addressed as "Private (last name)", specialists as "Specialist (last name)", corporals as "Corporal (last name)" and sergeants, staff sergeants, sergeants first class and master sergeants all as "Sergeant (last name)". First sergeants are addressed as "First Sergeant (last name)" and sergeants major and command sergeants major are addressed as "Sergeant Major (last name)".
=== Training ===
Training in the U.S. Army is generally divided into two categories – individual and collective. Because of COVID-19 precautions, the first two weeks of basic training — not including processing and out-processing – incorporate social distancing and indoor desk-oriented training. Once the recruits have tested negative for COVID-19 for two weeks, the remaining 8 weeks follow the traditional activities for most recruits, followed by Advanced Individualized Training (AIT) where they receive training for their military occupational specialties (MOS). Some individual's MOSs range anywhere from 14 to 20 weeks of One Station Unit Training (OSUT), which combines Basic Training and AIT. The length of AIT school varies by the MOS. The length of time spent in AIT depends on the MOS of the soldier. Certain highly technical MOS training requires many months (e.g., foreign language translators). Depending on the needs of the army, Basic Combat Training for combat arms soldiers is conducted at a number of locations, but two of the longest-running are the Armor School and the Infantry School, both at Fort Moore, Georgia. Sergeant Major of the Army Dailey notes that an infantrymen's pilot program for One Station Unit Training (OSUT) extends 8 weeks beyond Basic Training and AIT, to 22 weeks. The pilot, designed to boost infantry readiness ended in December 2018. The new Infantry OSUT covered the M240 machine gun as well as the M249 squad automatic weapon. The redesigned Infantry OSUT started in 2019. Depending on the result of the 2018 pilot, OSUTs could also extend training in other combat arms beyond the infantry. One Station Unit Training will be extended to 22 weeks for Armor by Fiscal Year 2021. Additional OSUTs are expanding to Cavalry, Engineer, and Military Police (MP) in the succeeding Fiscal Years.A new training assignment for junior officers was instituted, that they serve as platoon leaders for Basic Combat Training (BCT) platoons. These lieutenants will assume many of the administrative, logistical, and day-to-day tasks formerly performed by the drill sergeants of those platoons and are expected to "lead, train, and assist with maintaining and enhancing the morale, welfare and readiness" of the drill sergeants and their BCT platoons. These lieutenants are also expected to stem any inappropriate behaviors they witness in their platoons, to free up the drill sergeants for training.
The United States Army Combat Fitness Test (ACFT) was introduced in 2018 to 60 battalions spread throughout the Army. The test and scoring system is the same for all soldiers, regardless of gender. It takes an hour to complete, including resting periods. The ACFT supersedes the Army Physical Fitness Test (APFT), as being more relevant to survival in combat. Six events were determined to better predict which muscle groups of the body were adequately conditioned for combat actions: three deadlifts, a standing power throw of a ten-pound medicine ball, hand-release pushups (which replace the traditional pushup), a sprint/drag/carry 250 yard event, three pull-ups with leg tucks (or a plank test in lieu of the leg tuck), a mandatory rest period, and a two-mile run. As of 1 October 2020 all soldiers from all three components (Regular Army, Reserve, and National Guard) are subject to this test. The ACFT now tests all soldiers in basic training as of October 2020. The ACFT became the official test of record 1 October 2020; before that day every Army unit was required to complete a diagnostic ACFT (All Soldiers with valid APFT scores can use them until March 2022. The Holistic Health and Fitness (H2F) System is one way that soldiers can prepare.). The ACFT movements directly translate to movements on the battlefield.
Following their basic and advanced training at the individual level, soldiers may choose to continue their training and apply for an "additional skill identifier" (ASI). The ASI allows the army to take a wide-ranging MOS and focus it on a more specific MOS. For example, a combat medic, whose duties are to provide pre-hospital emergency treatment, may receive ASI training to become a cardiovascular specialist, a dialysis specialist, or even a licensed practical nurse. For commissioned officers, training includes pre-commissioning training, known as Basic Officer Leader Course A, either at USMA or via ROTC, or by completing OCS. After commissioning, officers undergo branch-specific training at the Basic Officer Leaders Course B, (formerly called Officer Basic Course), which varies in time and location according to their future assignments. Officers will continue to attend standardized training at different stages of their careers.
Collective training at the unit level takes place at the unit's assigned station, but the most intensive training at higher echelons is conducted at the three combat training centers (CTC); the National Training Center (NTC) at Fort Irwin, California, the Joint Readiness Training Center (JRTC) at Fort Polk, Louisiana and the Joint Multinational Training Center (JMRC) at the Hohenfels Training Area in Hohenfels and Grafenwöhr, Germany. ReARMM is the Army Force Generation process approved in 2020 to meet the need to continuously replenish forces for deployment, at unit level and for other echelons as required by the mission. Individual-level replenishment still requires training at a unit level, which is conducted at the continental U.S. (CONUS) replacement center (CRC) at Fort Bliss, in New Mexico and Texas before their individual deployment.Chief of Staff Milley notes that the Army is suboptimized for training in cold-weather regions, jungles, mountains, or urban areas where in contrast the Army does well when training for deserts or rolling terrain.: minute 1:26:00 Post 9/11, Army unit-level training was for counter-insurgency (COIN); by 2014–2017, training had shifted to decisive action training.
== Equipment ==
The chief of staff of the Army has identified six modernization priorities, in order: artillery, ground vehicles, aircraft, network, air/missile defense, and soldier lethality.
=== Weapons ===
==== Individual weapons ====
The United States Army employs various weapons to provide light firepower at short ranges. The most common weapon type used by the army is the M4 carbine, a compact variant of the M16 rifle, along with the 7.62×51mm variant of the FN SCAR for Army Rangers. The primary sidearm in the U.S. Army is the 9 mm M9 pistol; the M11 pistol is also used. Both handguns are to be replaced by the M17 through the Modular Handgun System program. Soldiers are also equipped with various hand grenades, such as the M67 fragmentation grenade and M18 smoke grenade.
Many units are supplemented with a variety of specialized weapons, including the M249 SAW (Squad Automatic Weapon), to provide suppressive fire at the squad level. Indirect fire is provided by the M320 grenade launcher. The M1014 Joint Service Combat Shotgun or the Mossberg 590 Shotgun are used for door breaching and close-quarters combat. The M14EBR is used by designated marksmen. Snipers use the M107 Long Range Sniper Rifle, the M2010 Enhanced Sniper Rifle and the M110 Semi-Automatic Sniper Rifle.
==== Crew-served weapons ====
The army employs various crew-served weapons to provide heavy firepower at ranges exceeding that of individual weapons.
The M240 is the U.S. Army's standard Medium Machine Gun. The M2 heavy machine gun is generally used as a vehicle-mounted machine gun. In the same way, the 40 mm MK 19 grenade machine gun is mainly used by motorized units.The U.S. Army uses three types of mortar for indirect fire support when heavier artillery may not be appropriate or available. The smallest of these is the 60 mm M224, normally assigned at the infantry company level. At the next higher echelon, infantry battalions are typically supported by a section of 81 mm M252 mortars. The largest mortar in the army's inventory is the 120 mm M120/M121, usually employed by mechanized units.Fire support for light infantry units is provided by towed howitzers, including the 105 mm M119A1 and the 155 mm M777.The U.S. Army utilizes a variety of direct-fire rockets and missiles to provide infantry with an Anti-Armor Capability. The AT4 is an unguided projectile that can destroy armor and bunkers at ranges up to 500 meters. The FIM-92 Stinger is a shoulder-launched, heat seeking anti-aircraft missile. The FGM-148 Javelin and BGM-71 TOW are anti-tank guided missiles.
=== Vehicles ===
U.S. Army doctrine puts a premium on mechanized warfare. It fields the highest vehicle-to-soldier ratio in the world as of 2009. The army's most common vehicle is the High Mobility Multipurpose Wheeled Vehicle (HMMWV), commonly called the Humvee, which is capable of serving as a cargo/troop carrier, weapons platform and ambulance, among many other roles. While they operate a wide variety of combat support vehicles, one of the most common types centers on the family of HEMTT vehicles. The M1A2 Abrams is the army's main battle tank, while the M2A3 Bradley is the standard infantry fighting vehicle. Other vehicles include the Stryker, the M113 armored personnel carrier and multiple types of Mine Resistant Ambush Protected (MRAP) vehicles.
The U.S. Army's principal artillery weapons are the M109A6 Paladin self-propelled howitzer and the M270 Multiple Launch Rocket System (MLRS), both mounted on tracked platforms and assigned to heavy mechanized units.
=== Aviation ===
While the United States Army Aviation Branch operates a few fixed-wing aircraft, it mainly operates several types of rotary-wing aircraft. These include the AH-64 Apache attack helicopter, the UH-60 Black Hawk utility tactical transport helicopter and the CH-47 Chinook heavy-lift transport helicopter. Restructuring plans call for reduction of 750 aircraft and from 7 to 4 types. The Army is evaluating two fixed-wing aircraft demonstrators; ARES, and Artemis are under evaluation to replace the Guardrail ISR (Intelligence, surveillance and reconnaissance) aircraft. Under the Johnson-McConnell agreement of 1966, the Army agreed to limit its fixed-wing aviation role to administrative mission support (light unarmed aircraft which cannot operate from forward positions). For UAVs, the Army is deploying at least one company of drone MQ-1C Gray Eagles to each Active Army division.
=== Uniforms ===
The Army Combat Uniform (ACU) currently features a camouflage pattern known as Operational Camouflage Pattern (OCP); OCP replaced a pixel-based pattern known as Universal Camouflage Pattern (UCP) in 2019.
On 11 November 2018, the Army announced a new version of 'Army Greens' based on uniforms worn during World War II that will become the standard garrison service uniform. The blue Army Service Uniform will remain as the dress uniform. The Army Greens are projected to be first fielded in the summer of 2020.
==== Berets ====
The beret flash of enlisted personnel displays their distinctive unit insignia (shown above). The U.S. Army's black beret is no longer worn with the ACU for garrison duty, having been permanently replaced with the patrol cap. After years of complaints that it was not suited well for most work conditions, Army Chief of Staff General Martin Dempsey eliminated it for wear with the ACU in June 2011. Soldiers who are currently in a unit in jump status still wear berets, whether the wearer is parachute-qualified or not (maroon beret), while members of Security Force Assistance Brigades (SFABs) wear brown berets. Members of the 75th Ranger Regiment and the Airborne and Ranger Training Brigade (tan beret) and Special Forces (rifle green beret) may wear it with the Army Service Uniform for non-ceremonial functions. Unit commanders may still direct the wear of patrol caps in these units in training environments or motor pools.
=== Tents ===
The Army has relied heavily on tents to provide the various facilities needed while on deployment (Force Provider Expeditionary (FPE)).: p.146 The most common tent uses for the military are as temporary barracks (sleeping quarters), DFAC buildings (dining facilities), forward operating bases (FOBs), after-action review (AAR), tactical operations center (TOC), morale, welfare and recreation (MWR) facilities, as well as security checkpoints. Furthermore, most of these tents are set up and operated through the support of Natick Soldier Systems Center. Each FPE contains billeting, latrines, showers, laundry and kitchen facilities for 50–150 Soldiers,: p.146 and is stored in Army Prepositioned Stocks 1, 2, 4 and 5. This provisioning allows combatant commanders to position soldiers as required in their Area of Responsibility, within 24 to 48 hours.
The U.S. Army is beginning to use a more modern tent called the deployable rapid assembly shelter (DRASH). In 2008, DRASH became part of the Army's Standard Integrated Command Post System.
== See also ==
== Notes ==
== References ==
== Further reading ==
"Desert Storm/Shield Valorous Unit Award (VUA) Citations". US Army Center of Military History. Archived from the original on 13 December 2014. Retrieved 26 December 2014.
Bailey, Beth. America's Army: Making the All-Volunteer Force (2009) ISBN 0674035364
Bluhm, Jr, Raymond K.; Andrade, Dale; Jacobs, Bruce; Langellier, John; Newell, Clayton R.; Seelinger, Matthew (2004). U.S. Army: A Complete History (Beaux Arts ed.). Arlington County, Virginia: The Army Historical Foundation. p. 744. ISBN 978-0-88363-640-4.
Chambers, John Whiteclay, ed. The Oxford Guide to American Military History (1999) online at many libraries
Clark, J. P. Preparing for War: The Emergence of the Modern U.S. Army, 1815–1917 (Harvard UP, 2017) 336 pp.
Coffman, Edward M. The War to End All Wars: The American Military Experience in World War I (1998), a standard history
Kretchik, Walter E. U.S. Army Doctrine: From the American Revolution to the War on Terror (University Press of Kansas; 2011) 392 pages; studies military doctrine in four distinct eras: 1779–1904, 1905–1944, 1944–1962, and 1962 to the present.
Woodward, David R. The American Army and the First World War (Cambridge University Press, 2014). 484 pp. online review
== External links ==
Media related to United States Army at Wikimedia Commons
Works related to United States Army at Wikisource
Learning materials related to United States Army at Wikiversity
Official website
Army.mil/photos – United States Army featured photos
U.S. Army Collection Archived 2 July 2013 at the Wayback Machine – Missouri History Museum
Finding Aids for researching the U.S. Army Archived 9 November 2010 at the Wayback Machine (compiled by the United States Army Center of Military History)
US-militaria.com – The U.S. Army during the Second World War
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Nigeria
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Nigeria ( ny-JEER-ee-ə), officially the Federal Republic of Nigeria, is a country in West Africa. It is situated between the Sahel to the north and the Gulf of Guinea to the south in the Atlantic Ocean. It covers an area of 923,769 square kilometres (356,669 sq mi), and with a population of over 230 million, it is the most populous country in Africa, and the world's sixth-most populous country. Nigeria borders Niger in the north, Chad in the northeast, Cameroon in the east, and Benin in the west. Nigeria is a federal republic comprising 36 states and the Federal Capital Territory, where the capital, Abuja, is located. The largest city in Nigeria is Lagos, one of the largest metropolitan areas in the world and the largest in Africa.
Nigeria has been home to several indigenous pre-colonial states and kingdoms since the second millennium BC, with the Nok civilization in the 15th century BC marking the first internal unification in the country. The modern state originated with British colonialization in the 19th century, taking its present territorial shape with the merging of the Southern Nigeria Protectorate and Northern Nigeria Protectorate in 1914 by Lord Lugard. The British set up administrative and legal structures while practising indirect rule through traditional chiefdoms in the Nigeria region. Nigeria became a formally independent federation on 1 October 1960. It experienced a civil war from 1967 to 1970, followed by a succession of military dictatorships and democratically elected civilian governments until achieving a stable democracy in the 1999 presidential election. The 2015 general election was the first time an incumbent president failed to be re-elected.Nigeria is a multinational state inhabited by more than 250 ethnic groups speaking 500 distinct languages, all identifying with a wide variety of cultures. The three largest ethnic groups are the Hausa in the north, Yoruba in the west, and Igbo in the east, together constituting over 60% of the total population. The official language is English, chosen to facilitate linguistic unity at the national level. Nigeria's constitution ensures de jure freedom of religion and it is home to some of the world's largest Muslim and Christian populations. Nigeria is divided roughly in half between Muslims, who live mostly in the north, and Christians, who live mostly in the south; indigenous religions, such as those native to the Igbo and Yoruba ethnicities, are in the minority.Nigeria is a regional power in Africa and a middle and emerging power in international affairs. Nigeria's economy is the largest in Africa, the 31st-largest in the world by nominal GDP, and 26th-largest by PPP. Nigeria is often referred to as the Giant of Africa owing to its large population and economy and is considered to be an emerging market by the World Bank. However, the country ranks very low in the Human Development Index and remains one of the most corrupt nations in the world. Nigeria is a founding member of the African Union and a member of many international organizations, including the United Nations, the Commonwealth of Nations, NAM, the Economic Community of West African States, Organisation of Islamic Cooperation and OPEC. It is also a member of the informal MINT group of countries and is one of the Next Eleven economies.
== Etymology ==
The name Nigeria was taken from the Niger River running through the country. This name was coined on 8 January 1897, by the British journalist Flora Shaw, who later married Frederick Lugard, a British colonial administrator. The neighbouring Republic of Niger takes its name from the same river. The origin of the name Niger, which originally applied to only the middle reaches of the Niger River, is uncertain. The word is likely an alteration of the Tuareg name egerew n-igerewen used by inhabitants along the middle reaches of the river around Timbuktu before 19th-century European colonialism.Before Flora Shaw suggested the name Nigeria, other competing names included "Royal Niger Company Territories", "Central Sudan", "Niger Empire", "Niger Sudan", and "Hausa Territories".
== History ==
=== Prehistory ===
Kainji Dam excavations showed ironworking by the 2nd century BC. The transition from Neolithic times to the Iron Age was accomplished without intermediate bronze production. Others believe or suggest the technology moved west from the Nile Valley, although the Iron Age in the Niger River valley and the forest region appears to predate the introduction of metallurgy in the upper savanna by more than 800 years.
The Nok civilization of Nigeria thrived between 1,500 BC and AD 200. It produced life-sized terracotta figures that are some of the earliest known sculptures in Sub-Saharan Africa and smelted iron by about 550 BC and possibly a few centuries earlier. Evidence of iron smelting has also been excavated at sites in the Nsukka region of southeast Nigeria: dating to 2000 BC at the site of Lejja and to 750 BC and at the site of Opi.
=== Early history ===
The Kano Chronicle highlights an ancient history dating to around 999 AD of the Hausa Sahelian city-state of Kano, with other major Hausa cities (or Hausa Bakwai) of Daura, Hadeija, Kano, Katsina, Zazzau, Rano, and Gobir all having recorded histories dating back to the 10th century. With the spread of Islam from the 7th century AD, the area became known as Sudan or as Bilad Al Sudan (English: Land of the Blacks; Arabic: بلاد السودان). Since the populations were partially affiliated with the Arab Muslim culture of North Africa, they began trans-Saharan trade and were referred to by the Arabic speakers as Al-Sudan (meaning "The Blacks") as they were considered an extended part of the Muslim world. There are early historical references by medieval Arab and Muslim historians and geographers which refer to the Kanem-Bornu Empire as the region's major centre for Islamic civilization.
The Kingdom of Nri of the Igbo people consolidated in the 10th century and continued until it lost its sovereignty to the British in 1911. Nri was ruled by the Eze Nri, and the city of Nri is considered to be the foundation of Igbo culture. Nri and Aguleri, where the Igbo creation myth originates, are in the territory of the Umeuri clan. Members of the clan trace their lineages back to the patriarchal king-figure Eri. In West Africa, the oldest bronzes made using the lost wax process were from Igbo-Ukwu, a city under Nri influence.The Yoruba kingdoms of Ife and Oyo in southwestern Nigeria became prominent in the 12th and 14th centuries, respectively. The oldest signs of human settlement at Ife's current site date back to the 9th century, and its material culture includes terracotta and bronze figures.
=== Pre-colonial era ===
In the 16th century, Portuguese explorers were the first Europeans to begin important, direct trade with the peoples of southern Nigeria, at the port they named Lagos (formerly Eko) and in Calabar along the region Slave Coast. Europeans traded goods with peoples at the coast; coastal trade with Europeans also marked the beginnings of the Atlantic slave trade. The port of Calabar on the historical Bight of Biafra (now commonly referred to as the Bight of Bonny) became one of the largest slave-trading posts in West Africa in the era of the Atlantic slave trade. Other major slaving ports in Nigeria were located in Badagry, Lagos on the Bight of Benin, and Bonny Island on the Bight of Biafra. The majority of those enslaved and taken to these ports were captured in raids and wars. Usually, the captives were taken back to the conquerors' territory as forced labour; after time, they were sometimes acculturated and absorbed into the conquerors' society. Slave routes were established throughout Nigeria linking the hinterland areas with the major coastal ports. Some of the more prolific slave-trading kingdoms who participated in the Atlantic slave trade were linked with the Edo's Benin Empire in the south, Oyo Empire in the southwest, and the Aro Confederacy in the southeast. Benin's power lasted between the 15th and 19th centuries. Oyo, at its territorial zenith in the late 17th to early 18th centuries, extended its influence from western Nigeria to modern-day Togo.
In the north, the incessant fighting amongst the Hausa city-states and the decline of the Bornu Empire gave rise to the Fulani people gaining headway into the region. Until this point, the Fulani, a nomadic ethnic group, primarily traversed the semi-desert Sahelian region north of Sudan with cattle and avoided trade and intermingling with the Sudanic peoples. At the beginning of the 19th century, Usman dan Fodio led a successful jihad against the Hausa Kingdoms, founding the centralised Sokoto Caliphate. This empire, with Arabic as its official language, grew rapidly under his rule and that of his descendants, who sent out invading armies in every direction. The vast landlocked empire connected the east with the western Sudan region and made inroads down south conquering parts of the Oyo Empire (modern-day Kwara), and advanced towards the Yoruba heartland of Ibadan, to reach the Atlantic Ocean. The territory controlled by the empire included much of modern-day northern and central Nigeria. The sultan sent out emirs to establish suzerainty over the conquered territories and promote Islamic civilization; the emirs in turn became increasingly rich and powerful through trade and slavery. By the 1890s, the largest slave population in the world, about two million, was concentrated in the territories of the Sokoto Caliphate. The use of slave labour was extensive, especially in agriculture. By the time of its break-up in 1903 into various European colonies, the Sokoto Caliphate was one of the largest pre-colonial African states.A changing legal imperative (the outlawing of the Atlantic slave trade in 1807) and economic imperative (a desire for political and social stability) led most European powers to support the widespread cultivation of agricultural products, such as the palm, for use in European industry. European companies engaged in the Atlantic slave trade until it was outlawed in 1807 by Britain, which up until that point had been the second largest actor in the trade. The slave trade continued after the ban, as illegal smugglers purchased slaves along the coast from native slavers. Britain's West Africa Squadron sought to intercept the smugglers at sea. The rescued slaves were taken to Freetown, a colony in West Africa originally established by Lieutenant John Clarkson for the resettlement of slaves freed by Britain in North America after the American Revolutionary War.
=== British colonization ===
Britain intervened in the Lagos kingship power struggle by bombarding Lagos in 1851, deposing the slave-trade-friendly Oba Kosoko, helping to install the amenable Oba Akitoye and signing the Treaty between Great Britain and Lagos on 1 January 1852. Britain annexed Lagos as a crown colony in August 1861 with the Lagos Treaty of Cession. British missionaries expanded their operations and travelled further inland. In 1864, Samuel Ajayi Crowther became the first African bishop of the Anglican Church.In 1885, British claims to a West African sphere of influence received recognition from other European nations at the Berlin Conference. The following year, it chartered the Royal Niger Company under the leadership of Sir George Taubman Goldie. By the late 19th and early 20th centuries, the company had vastly succeeded in subjugating the independent southern kingdoms along the Niger River, the British conquered Benin in 1897, and, in the Anglo-Aro War (1901–1902), defeated other opponents. The defeat of these states opened up the Niger area to British rule. In 1900, the company's territory came under the direct control of the British government and established the Southern Nigeria Protectorate as a British protectorate and part of the British Empire, the foremost world power at the time.
By 1902, the British had begun plans to move north into the Sokoto Caliphate. British General Lord Frederick Lugard was tasked by the Colonial Office to implement the agenda. Lugard used rivalries between many of the emirs in the southern reach of the caliphate and the central Sokoto administration to prevent any defence as he worked towards the capital. As the British approached the city of Sokoto, Sultan Muhammadu Attahiru I organized a quick defence of the city and fought the advancing British-led forces. The British force quickly won, sending Attahiru I and thousands of followers on a Mahdist hijra. In the northeast, the decline of the Bornu Empire gave rise to the British-controlled Borno Emirate which established Abubakar Garbai of Borno as ruler.
In 1903, the British victory in the Battle of Kano gave them a logistical edge in pacifying the heartland of the Sokoto Caliphate and parts of the former Bornu Empire. On 13 March 1903, at the grand market square of Sokoto, the last vizier of the caliphate officially conceded to British rule. The British appointed Muhammadu Attahiru II as the new caliph. Lugard abolished the caliphate but retained the title sultan as a symbolic position in the newly organized Northern Nigeria Protectorate. This remnant became known as "Sokoto Sultanate Council". In June 1903, the British defeated the remaining northern forces of Attahiru. By 1906, all resistance to British rule had ended.
On 1 January 1914, the British formally united the Southern Nigeria Protectorate and the Northern Nigeria Protectorate into the Colony and Protectorate of Nigeria. Administratively, Nigeria remained divided into the Northern and Southern Protectorates and Lagos Colony. Inhabitants of the southern region sustained more interaction, economic and cultural, with the British and other Europeans owing to the coastal economy. Christian missions established Western educational institutions in the protectorates. Under Britain's policy of indirect rule and validation of Islamic legitimist tradition, the Crown did not encourage the operation of Christian missions in the northern, Islamic part of the country. Some children of the southern elite went to Great Britain to pursue higher education.
By the middle of the 20th century following World War II, a great wave for independence was sweeping across Africa, in response to the growth of Nigerian nationalism and demands for independence, successive constitutions legislated by the British government moved Nigeria toward self-government on a representative and increasingly federal basis. By the eve of independence in 1960, regional differences in modern educational access were marked. The legacy, though less pronounced, continues to the present day. Imbalances between north and south were expressed in Nigeria's political life as well. For instance, northern Nigeria did not outlaw slavery until 1936 whilst in other parts of Nigeria, slavery was abolished soon after colonialism.
=== Independence and federal republic ===
Nigeria gained a degree of self-rule in 1954, and full independence from the United Kingdom on 1 October 1960, as the Federation of Nigeria with Abubakar Tafawa Balewa as its prime minister, while retaining the British monarch, Elizabeth II, as nominal head of state and Queen of Nigeria. Azikiwe replaced the colonial governor-general in November 1960. At independence, the cultural and political differences were sharp among Nigeria's dominant ethnic groups: the Hausa in the north, Igbo in the east and Yoruba in the west. The Westminster system of government was retained, and thus the President's powers were generally ceremonial. The parliamentary system of government had Abubakar Tafawa Balewa as Prime Minister and Nnamdi Azikiwe as the ceremonial president.
The founding government was a coalition of conservative parties: the Northern People's Congress led by Sir Ahmadu Bello, a party dominated by Muslim northerners, and the Igbo and Christian-dominated National Council of Nigeria and the Cameroons led by Nnamdi Azikiwe. The opposition consisted of the comparatively liberal Action Group, which was largely dominated by the Yoruba and led by Obafemi Awolowo. An imbalance was created in the polity as the result of the 1961 plebiscite. Southern Cameroons opted to join the Republic of Cameroon while Northern Cameroons chose to join Nigeria. The northern part of the country became larger than the southern part.
=== Fall of the First Republic and Civil War ===
The disequilibrium and perceived corruption of the electoral and political process led to two military coups in 1966. The first coup was in January 1966 and was led mostly by soldiers under Majors Emmanuel Ifeajuna (of the Igbo tribe), Chukwuma Kaduna Nzeogwu (Northerner of Eastern extraction) and Adewale Ademoyega (a Yoruba from the West). The coup plotters succeeded in assassinating Sir Ahmadu Bello and Sir Abubakar Tafawa Balewa alongside prominent leaders of the Northern Region and also Premier Samuel Akintola of the Western Region, but the coup plotters struggled to form a central government. Senate President Nwafor Orizu handed over government control to the Army, under the command of another Igbo officer, Major General Johnson Aguiyi-Ironsi. Later, the counter-coup of 1966, supported primarily by Northern military officers, facilitated the rise of Yakubu Gowon as military head of state. Tension rose between north and south; Igbos in northern cities suffered persecution and many fled to the Eastern Region.In May 1967, Governor of the Eastern Region Lt. Colonel Emeka Ojukwu declared the region independent from the federation as a state called the Republic of Biafra, as a result of the continuous and systematically planned attacks against Igbos and those of Eastern extraction popularly known as 1966 pogroms. This declaration precipitated the Nigerian Civil War, which began as the official Nigerian government side attacked Biafra on 6 July 1967, at Garkem. The 30-month war, with a long siege of Biafra and its isolation from trade and supplies, ended in January 1970. Estimates of the number of dead in the former Eastern Region during the 30-month civil war range from one to three million. France, Egypt, the Soviet Union, Britain, Israel, and others were deeply involved in the civil war behind the scenes. Britain and the Soviet Union were the main military backers of the Nigerian government, with Nigeria utilizing air support from Egyptian pilots provided by Gamal Abdel Nasser, while France and Israel aided the Biafrans. The Congolese government, under President Joseph-Désiré Mobutu, took an early stand on the Biafran secession, voicing strong support for the Nigerian federal government and deploying thousands of troops to fight against the secessionists.Following the war, Nigeria enjoyed an oil boom in the 1970s, during which the country joined OPEC and received huge oil revenues. Despite these revenues, the military government did little to improve the standard of living of the population, help small and medium businesses, or invest in infrastructure. As oil revenues fuelled the rise of federal subsidies to states, the federal government became the centre of political struggle and the threshold of power in the country. As oil production and revenue rose, the Nigerian government became increasingly dependent on oil revenues and international commodity markets for budgetary and economic concerns.
The coup in July 1975, led by Generals Shehu Musa Yar'Adua and Joseph Garba, ousted Gowon, who fled to Britain. The coup plotters wanted to replace Gowon's autocratic rule with a triumvirate of three brigadier generals whose decisions could be vetoed by a Supreme Military Council. For this triumvirate, they convinced General Murtala Muhammed to become military head of state, with General Olusegun Obasanjo as his second-in-command, and General Theophilus Danjuma as the third. Together, the triumvirate introduced austerity measures to stem inflation, established a Corrupt Practices Investigation Bureau, replaced all military governors with new officers, and launched "Operation Deadwood" through which they fired 11,000 officials from the civil service.Colonel Buka Suka Dimka launched a February 1976 coup attempt, during which General Murtala Muhammed was assassinated. Dimka lacked widespread support among the military, and his coup failed, forcing him to flee. After the coup attempt, General Olusegun Obasanjo was appointed military head of state. As head of state, Obasanjo vowed to continue Murtala's policies. Aware of the danger of alienating northern Nigerians, Obasanjo brought General Shehu Yar'Adua as his replacement and second-in-command as Chief of Staff, Supreme Headquarters completing the military triumvirate, with Obasanjo as head of state and General Theophilus Danjuma as Chief of Army Staff, the three went on to re-establish control over the military regime and organized the military's transfer of power programme: states creation and national delimitation, local government reforms and the constitutional drafting committee for a new republic.
=== Second Republic and military dictatorship ===
The military carefully planned the return to civilian rule putting in place measures to ensure that political parties had broader support than witnessed during the first republic. In 1979, five political parties competed in a series of elections in which Alhaji Shehu Shagari of the National Party of Nigeria (NPN) was elected president. All five parties won representation in the National Assembly. On 1 October 1979, Shehu Shagari was sworn in as the first President and Commander-in-Chief of the Federal Republic of Nigeria. Obasanjo peacefully transferred power to Shagari, becoming the first head of state in Nigerian history to willingly step down.The Shagari government became viewed as corrupt by virtually all sectors of Nigerian society. In 1983, the inspectors of the state-owned Nigerian National Petroleum Corporation began to notice "the slow poisoning of the waters of this country". In August 1983, Shagari and the NPN were returned to power in a landslide victory, with a majority of seats in the National Assembly and control of 12 state governments. But the elections were marred by violence, and allegations of widespread vote-rigging and electoral malfeasance led to legal battles over the results. There were also uncertainties, such as in the first republic, that political leaders may be unable to govern properly.
The 1983 military coup d'état took place on New Year's Eve of that year. It was coordinated by key officers of the Nigerian military and led to the overthrow of the government and the installation of Major General Muhammadu Buhari as head of state. The military coup of Muhammadu Buhari shortly after the regime's re-election in 1984 was generally viewed as a positive development. In 1985, Ibrahim Babangida overthrew Buhari in a coup d'état. In 1986, Babangida established the Nigerian Political Bureau which made recommendations for the transition to the Third Nigerian Republic. In 1989, Babangida started making plans for the transition to the Third Nigerian Republic. Babangida survived the 1990 Nigerian coup d'état attempt, then postponed a promised return to democracy to 1992.
=== June 12 and the crisis of the Third Republic ===
Babangida legalized the formation of political parties and formed the two-party system with the Social Democratic Party and National Republican Convention ahead of the 1992 general elections. He urged all Nigerians to join either of the parties, which Chief Bola Ige referred to as "two leper hands". The two-party state had been a Political Bureau recommendation. After a census was conducted, the National Electoral Commission announced on 24 January 1992, that both legislative elections to a bicameral National Assembly and a presidential election would be held later that year. The adopted process advocated that any candidate needed to pass through adoption for all elective positions from the local government, state government and federal government.The 1993 presidential election held on 12 June, was the first since the military coup of 1983. The results, though not officially declared by the National Electoral Commission, showed the duo of Moshood Abiola and Baba Gana Kingibe of the Social Democratic Party defeated Bashir Tofa and Sylvester Ugoh of the National Republican Convention by over 2.3 million votes. However, Babangida annulled the elections, leading to massive civilian protests that effectively shut down the country for weeks. In August 1993, Babangida finally kept his promise to relinquish power to a civilian government but not before appointing Ernest Shonekan head of an interim national government. Babangida's regime has been considered the most corrupt and responsible for creating a culture of corruption in Nigeria.
Shonekan's interim government, the shortest in the political history of the country, was overthrown in a coup d'état of 1993 led by General Sani Abacha, who used military force on a wide scale to suppress the continuing civilian unrest. In 1995, the government hanged environmentalist Ken Saro-Wiwa on trumped-up charges in the deaths of four Ogoni elders, which caused Nigerian's suspension from the Commonwealth. Lawsuits under the American Alien Tort Statute against Royal Dutch Shell and Brian Anderson, the head of Shell's Nigerian operation, settled out of court with Shell continuing to deny liability. Several hundred million dollars in accounts traced to Abacha were discovered in 1999. The regime came to an end in 1998 when the dictator died in the villa. He looted money to offshore accounts in western European banks and defeated coup plots by arresting and bribing generals and politicians. His successor, General Abdulsalami Abubakar, adopted a new constitution on 5 May 1999, which provided for multiparty elections.
=== Return to democracy (1999-present) ===
On 29 May 1999, Abubakar handed over power to the winner of the 1999 presidential election, former military ruler General Olusegun Obasanjo, as President of Nigeria. Obasanjo had been in prison under the dictatorship of Abacha. Obasanjo's inauguration heralded the beginning of the Fourth Nigerian Republic, ending a 39-year period of short-lived democracies, civil war and military dictatorship. Although the elections that brought Obasanjo to power and allowed him to run for a second term in the 2003 presidential elections were condemned as unfree and unfair, Nigeria made significant progress in democratisation under Obasanjo. The fact that parliament was able to successfully deny the president a third term in office, despite his influence on the army and security forces, is evidence of the strengthened parliamentarism in Nigeria.
In the 2007 general elections, Umaru Yar'Adua of the People's Democratic Party came to power. The international community, which had observed the Nigerian elections to promote a free and fair process, condemned these elections as seriously flawed. Obasanjo acknowledged fraud and other "shortcomings" in the elections, but said the result was in line with opinion polls. In a nationally televised address in 2007, he added that if Nigerians did not like the victory of his handpicked successor, they had the option of voting again in four years' time. Yar'Adua died on 5 May 2010, and Vice President Goodluck Jonathan had been sworn in by the Senate three months earlier as acting president to succeed Yar'Adua. Jonathan won the 2011 presidential election, unlike previous elections, the polls went smoothly and with relatively little violence or electoral fraud. Jonathan's tenure saw an economic recovery that made Nigeria the leading economic power in Africa. The Jonathan admininistration also saw an increase in unparalleled corruption, with as many as 20 billion US dollars said to have been lost to the Nigerian state through the national oil company. Above all, however, Jonathan's tenure saw the emergence of a wave of terror by the Boko Haram insurgency, such as the Gwoza massacre and Chibok schoolgirls kidnapping in 2014.
Ahead of the general election of 2015, a merger of the biggest opposition parties in Nigeria – the Action Congress of Nigeria, the Congress for Progressive Change, the All Nigeria Peoples Party, a faction of the All Progressives Grand Alliance and the new PDP (a faction of serving governors of the ruling People's Democratic Party) – formed the All Progressives Congress led by current president Bola Ahmed Tinubu. At the time, it was the most expensive election ever to be held on the African continent (being surpassed only by the elections of 2019 and 2023). The new mega-opposition party chose as their candidate for the election, former military dictator Muhammadu Buhari—who had previously contested in the 2003, 2007, and 2011 presidential elections. Buhari's campaign in 2015 was popular and built around his image as a staunch anti-corruption fighter and his incorruptible and charismatic honest reputation, he pledged not to probe past corrupt leaders and would give officials who stole public funds in the past amnesty if they repented —he won the election by over two million votes. Jonathan in an unprecedented presidential call telephoned Buhari to concede and congratulate him on his election victory. Observers generally praised the election as being fair. The election marked the first time an incumbent president had lost re-election in Nigeria. In the 2019 presidential election, Buhari was re-elected for a second term in office defeating his closest rival Atiku Abubakar.
For the first time since the elections of the Second Republic, four candidates vied for the presidency in the February 2023 presidential election: Bola Tinubu leader of the progressive ruling party the All Progressives Congress, Atiku Abubakar of the conservative People's Democratic Party, Peter Obi of the Labour Party and Kwankwaso of the far-left New Nigeria Peoples Party. Moreover, for the first time since the return of democracy, no former military ruler ran for president, marking a strengthening of democracy and faith in the multiparty constitution as well as heralding the transition to a new-savvy democratic class of politicians. The election also saw the rise of metonymic supporters of the new candidates, the Obidient movement of Peter Obi, previously governor of Anambra State, widely appealed to young, urban voters and has his core base in the Southeast; and the Kwankwassiya of Rabiu Musa Kwankwaso, former governor of Kano State in the Northwest.Bola Tinubu of the ruling party, won the disputed election with 36.61% of the vote, 8,794,726 total votes. Runners-up were former Vice President Atiku Abubakar, Peoples Democratic Party, and former Governor of Anambra State Peter Obi, Labour Party, who both immediately contested the result; however both runner-ups claimed victory and litigation is ongoing in an election tribunal. Other federal elections, including elections to the House of Representatives and the Senate, held on the same date while state elections were scheduled to hold two weeks afterward on 11 March, but were postponed by a week and was held on 18 March. Bola Tinubu's inauguration was held on 29 May 2023 and Bola Tinubu was sworn in as Nigeria’s president to succeed Buhari.
== Geography ==
Nigeria is located in western Africa on the Gulf of Guinea and has a total area of 923,768 km2 (356,669 sq mi), making it the world's 32nd-largest country. Its borders span 4,047 kilometres (2,515 mi), and it shares borders with Benin (773 km or 480 mi), Niger (1,497 km or 930 mi), Chad (87 km or 54 mi), and Cameroon (including the separatist Ambazonia) 1,690 km or 1,050 mi. Its coastline is at least 853 km (530 mi). Nigeria lies between latitudes 4° and 14°N, and longitudes 2° and 15°E. The highest point in Nigeria is Chappal Waddi at 2,419 m (7,936 ft). The main rivers are the Niger and the Benue, which converge and empty into the Niger Delta. This is one of the world's largest river deltas and the location of a large area of Central African mangroves.
Nigeria's most expansive topographical region is that of the valleys of the Niger and Benue river valleys (which merge and form a Y-shape). To the southwest of the Niger is a "rugged" highland. To the southeast of the Benue are hills and mountains, which form the Mambilla Plateau, the highest plateau in Nigeria. This plateau extends through the border with Cameroon, where the montane land is part of the Bamenda Highlands of Cameroon.
=== Climate ===
Nigeria has a varied landscape. The far south is defined by its tropical rainforest climate, where annual rainfall is 1,500 to 2,000 millimetres (60 to 80 in) per year. In the southeast stands the Obudu Plateau. Coastal plains are found in both the southwest and the southeast. Mangrove swamps are found along the coast.The area near the border with Cameroon close to the coast is rich rainforest and part of the Cross-Sanaga-Bioko coastal forests ecoregion, an important centre for biodiversity. It is a habitat for the drill primate, which is found in the wild only in this area and across the border in Cameroon. The areas surrounding Calabar, Cross River State, also in this forest, are believed to contain the world's largest diversity of butterflies. The area of southern Nigeria between the Niger and the Cross Rivers has lost most of its forest because of development and harvesting by increased population, and has been replaced by grassland.
Everything in between the far south and the far north is savannah (insignificant tree cover, with grasses and flowers located between trees). Rainfall is more limited to between 500 and 1,500 millimetres (20 and 60 in) per year. The savannah zone's three categories are Guinean forest-savanna mosaic, Sudan savannah, and Sahel savannah. Guinean forest-savanna mosaic is plains of tall grass interrupted by trees. Sudan savannah is similar but with shorter grasses and shorter trees. Sahel savannah consists of patches of grass and sand, found in the northeast.
=== Hydrology ===
Nigeria is divided into two main catchment areas - that of Lake Chad and that of the Niger. The Niger catchment area covers about 63% of the country. The main tributary of the Niger is the Benue, whose tributaries extend beyond Cameroon into Cameroon into Chad and the Sharie catchment area. In the Sahel region, rain is less than 500 millimetres (20 in) per year, and the Sahara Desert is encroaching. In the dry northeast corner of the country lies Lake Chad, on a shared water boundary delimitation with Niger, Chad and Cameroon.
The Chad Basin is fed from the north-eastern quarter of Nigeria. The Bauchi Plateau forms the watershed between the Niger/Benue and Komadugu Yobe river systems. The flat plains of north-eastern Nigeria are geographically part of the Chad Basin, where the course of the El Beid River forms the border with Cameroon, from the Mandara Mountains to Lake Chad. The Komadugu Yobe river system gives rise to the internationally important Hadejia-Nguru wetlands and Ox-bow lakes around Lake Nguru in the rainy season. Other rivers of the northeast include the Ngadda and the Yedseram, both of which flow through the Sambisa swamps, thus forming a river system. The river system of the northeast is also a major river system. In addition, Nigeria has numerous coastal rivers.
Lake Chad in the far north-east of Nigeria has had a chequered history over the last million years, drying up several times for a few thousand years and just as often growing to many times its current size. In recent decades its surface area has been reduced considerably, which may also be due to humans taking water from the inlets to irrigate agricultural land.
=== Vegetation ===
Nigeria is covered by three types of vegetation: forests (where there is significant tree cover), savannahs (insignificant tree cover, with grasses and flowers located between trees), and montane land (least common and mainly found in the mountains near the Cameroon border. Both the forest zone and the savannah zone are divided into three parts.Some of the forest zone's most southerly portion, especially around the Niger River and Cross River deltas, is mangrove swamp. North of this is fresh water swamp, containing different vegetation from the salt water mangrove swamps, and north of that is rain forest.The savannah zone's three categories are divided into Guinean forest-savanna mosaic, made up of plains of tall grass which are interrupted by trees, the most common across the country; Sudan savannah, with short grasses and short trees; and Sahel savannah patches of grass and sand, found in the northeast.
=== Environmental issues ===
Waste management including sewage treatment, the linked processes of deforestation and soil degradation, and climate change or global warming are the major environmental problems in Nigeria. Waste management presents problems in a megacity like Lagos and other major Nigerian cities which are linked with economic development, population growth and the inability of municipal councils to manage the resulting rise in industrial and domestic waste. This waste management problem is also attributable to unsustainable environmental management lifestyles of Kubwa community in the Federal Capital Territory, where there are habits of indiscriminate disposal of waste, dumping of waste along or into the canals, sewerage systems that are channels for water flows, and the like. Haphazard industrial planning, increased urbanisation, poverty and lack of competence of the municipal government are seen as the major reasons for high levels of waste pollution in major cities of the country. Some of the solutions have been disastrous to the environment, resulting in untreated waste being dumped in places where it can pollute waterways and groundwater.In 2005, Nigeria had the highest rate of deforestation in the world, according to the Food and Agriculture Organization of the United Nations. That year, 12.2%, the equivalent of 11,089,000 hectares, had been forested in the country. Between 1990 and 2000, Nigeria lost an average of 409,700 hectares of forest every year equal to an average annual deforestation rate of 2.4%. Between 1990 and 2005, in total Nigeria lost 35.7% of its forest cover or around 6,145,000 hectares. Nigeria had a 2019 Forest Landscape Integrity Index mean score of 6.2/10, ranking it 82nd globally out of 172 countries.In the year 2010, thousands of people were inadvertently exposed to lead-containing soil from informal gold mining within the northern state of Zamfara. While estimates vary, it is thought that upwards of 400 children died of acute lead poisoning, making this perhaps the largest lead poisoning fatality outbreak ever encountered.Nigeria's Delta region is one of the most polluted regions in the world due to serious oil spills and other environmental problems caused by its oil industry. The heavy contamination of the air, ground and water with toxic pollutants is often used as an example of ecocide. In additional to the environmental damage it has caused conflict in the Delta region.
Illegal oil refineries, in which local operators convert stolen crude oil into petrol and diesel, are considered particularly "dirty, dangerous and lucrative". Safety and environmental aspects are usually ignored (e.g. no sulphur is removed from the fuels produced). Refining petroleum also inevitably produces heavy oil, which is "cracked" into lighter fuel components in regular plants at great technical expense. Illegal refineries do not have these technical possibilities and "dispose" of the heavy oil where it accumulates. The lighter components of crude oil (methane to butane, isobutane), on the other hand, always mean a certain risk of explosion, which often leads to disasters at illegal plants. In 2022, Nigeria suffered 125 deaths from explosions at local, illegal refineries.
== Politics ==
=== Government ===
Nigeria is a federal republic modelled after the United States, with 36 states and capital Abuja as an independent unit. The executive power is exercised by the President. The president is both head of state and head of the federal government; the president is elected by popular vote to a maximum of two four-year terms. State governors, like the president, are elected for four years and may serve a maximum of two terms. The president's power is checked by a Senate and a House of Representatives, which are combined in a bicameral body called the National Assembly. The Senate is a 109-seat body with three members from each state and one from the capital region of Abuja; members are elected by popular vote to four-year terms. The House contains 360 seats, with the number of seats per state determined by population.The Nigerian president is elected in a modified two-round system. To be elected in the first round, a candidate must receive a relative majority of the votes and more than 25% of the votes in at least 24 of the 36 states. If no candidate reaches this hurdle, a second round of voting takes place between the leading candidate and the next candidate who received the majority of votes in the highest number of states. Presidential candidates take a "running mate" (candidate for the vice-presidency) who is both ethnically and religiously the opposite of themselves: a Christian candidate from the South will choose a Muslim running mate from the North - and vice versa. There is no law prescribing this, yet all presidential candidates since the existence of the Fourth Republic have adhered to this rule.
However, this principle of religious and ethnic diversity in leadership was ignored in the 2023 General Elections, where the candidate for the All Progressives Congress, Bola Ahmed Tinubu, a Muslim, selected another Muslim, Senator Kashim Shettima, as running mate.
=== Administrative divisions ===
Nigeria is divided into thirty-six states and one Federal Capital Territory, which are further sub-divided into 774 local government areas. In some contexts, the states are aggregated into six geopolitical zones: North West, North East, North Central, South West, South East, and South South.Nigeria has five cities with a population of over a million (from largest to smallest): Lagos, Kano, Ibadan, Benin City and Port Harcourt. Lagos is the largest city in Africa, with a population of over 12 million in its urban area.The south of the country in particular is characterised by very strong urbanisation and a relatively large number of cities. According to an estimate from 2015, there are 20 cities in Nigeria with more than 500,000 inhabitants, including ten cities with a population of one million.
=== Law ===
The Constitution of Nigeria is the supreme law of the country. There are four distinct legal systems in Nigeria, which include English law, common law, customary law, and Sharia law:
English law in Nigeria consists of the collection of British laws from colonial times.
Common law is the collection of authoritative judicial decisions in the field of civil law (so-called precedents) that have been handed down in the country concerned - in this case Nigeria. (This system is mainly found in Anglo-Saxon countries; in continental Europe, on the other hand, codified and, as far as possible, abstracted civil law predominates, as in the Napoleonic Code in France).
Customary law is derived from indigenous traditional norms and practices, including the dispute resolution meetings of pre-colonial Yoruba land secret societies and the Èkpè and Okónkò of Igboland and Ibibioland.
Sharia law (also known as Islamic Law) used to be used only in Northern Nigeria, where Islam is the predominant religion. It is also being used in Lagos State, Oyo State, Kwara State, Ogun State, and Osun State by Muslims. Muslim penal codes are not the same in every state and they differentiate in punishment and offences according to religious affiliation (for example, alcohol consumption and distribution).The country has a judicial branch, the highest court of which is the Supreme Court of Nigeria.
=== Foreign relations ===
Upon gaining independence in 1960, Nigeria made African unity the centrepiece of its foreign policy. One exception to the African focus was Nigeria's close relationship developed with Israel throughout the 1960s. Israel sponsored and oversaw the construction of Nigeria's parliament buildings.Nigeria's foreign policy was put to the test in the 1970s after the country emerged united from its civil war. It supported movements against white minority governments in Southern Africa. Nigeria backed the African National Congress by taking a committed tough line about the South African government. Nigeria was a founding member of the Organisation for African Unity (now the African Union) and has tremendous influence in West Africa and Africa on the whole. Nigeria founded regional cooperative efforts in West Africa, functioning as the standard-bearer for the Economic Community of West African States (ECOWAS) and ECOMOG (especially during the Liberia and Sierra Leone civil wars) - which are economic and military organizations, respectively.
With this Africa-centred stance, Nigeria readily sent troops to the Congo at the behest of the United Nations shortly after independence (and has maintained membership since that time). Nigeria also supported several Pan-African and pro-self government causes in the 1970s, including garnering support for Angola's MPLA, SWAPO in Namibia, and aiding opposition to the minority governments of Portuguese Mozambique, and Rhodesia. Nigeria retains membership in the Non-Aligned Movement. In late November 2006, it organized an Africa-South America Summit in Abuja to promote what some attendees termed "South-South" linkages on a variety of fronts. Nigeria is also a member of the International Criminal Court and the Commonwealth of Nations. It was temporarily expelled from the latter in 1995 when ruled by the Abacha regime.
Nigeria has remained a key player in the international oil industry since the 1970s and maintains membership in OPEC, which it joined in July 1971. Its status as a major petroleum producer figures prominently in its sometimes volatile international relations with developed countries, notably the United States, and with developing countries.Since 2000, Chinese–Nigerian trade relations have risen exponentially. There has been an increase in total trade of over 10,384 million dollars between the two nations from 2000 to 2016. However, the structure of the Chinese–Nigerian trade relationship has become a major political issue for the Nigerian state. This is illustrated by the fact that Chinese exports account for around 80 per cent of total bilateral trade volumes. This has resulted in a serious trade imbalance, with Nigeria importing ten times more than it exports to China. Subsequently, Nigeria's economy is becoming over-reliant on cheap imports to sustain itself, resulting in a clear decline in Nigerian industry under such arrangements.Continuing its Africa-centred foreign policy, Nigeria introduced the idea of a single currency for West Africa known as the Eco under the presumption that it would be led by the naira. But on 21 December 2019, Ivorian President Alassane Ouattara, Emmanuel Macron, and multiple other UEMOA states announced that they would merely rename the CFA franc instead of replacing the currency as originally intended. As of 2020, the Eco currency has been delayed to 2025.
=== Military ===
The Nigerian Armed Forces are the combined military forces of Nigeria. It consists of three uniformed service branches: the Nigerian Army, Nigerian Navy, and Nigerian Air Force. The President of Nigeria functions as the commander-in-chief of the armed forces, exercising his constitutional authority through the Ministry of Defence, which is responsible for the management of the military and its personnel. The operational head of the AFN is the Chief of the Defence Staff, who is subordinate to the Nigerian Defence Minister. With a force of more than 223,000 active personnel, the Nigerian military is one of the largest uniformed combat services in Africa.
Nigeria has 143,000 troops in the armed forces (army 100,000, navy 25,000, air force 18,000) and another 80,000 personnel for "gendarmerie & paramilitary" in 2020, according to the International Institute for Strategic Studies. By comparison, Poland has 114,500 troops in armed forces and "paramilitary" and Germany 183,500, according to the same source. Nigeria spent just under 0.4 per cent of its economic output, or US$1.6 billion, on its armed forces in 2017. For 2022, US$2.26 billion has been budgeted for the Nigerian armed forces, which is just over a third of Belgium's defence budget (US$5.99 billion).
=== Communal and religious conflicts ===
Boko Haram and the bandit conflict have been responsible for numerous serious attacks with thousands of casualties since mid-2010. Since then, according to the Council on Foreign Relations' Nigeria Security Tracker, over 41,600 lives have been lost to this conflict (as of October 2022). The United Nations refugee agency UNHCR counts about 1.8 million internally displaced persons and about 200,000 Nigerian refugees in neighbouring countries who have fled the fighting in northeastern Nigeria.
The Boko Haram-affected states agreed in February 2015 to establish an 8,700-strong Multinational Joint Task Force to jointly fight Boko Haram. By October 2015, Boko Haram had been driven out of all the cities it controlled and almost all the counties in northeastern Nigeria. In 2016, Boko Haram split and in 2022, 40,000 fighters surrendered. The splinter group ISWAP (Islamic State in West Africa) remains active.
The fight against Boko Haram, other sectarians and criminals has been accompanied by increasing police attacks. The Council on Foreign Relations' Nigeria Security Tracker counted 1,086 deaths from Boko Haram attacks and 290 deaths from police violence in the first 12 months of its establishment in May 2011. In the 12 months after October 2021, 2,193 people died from police violence and 498 from Boko Haram and ISWAP, according to the NST. The Nigerian police are notorious for vigilante justice.The Niger Delta saw intense attacks on oil infrastructure in 2016 by militant groups such as the Movement for the Emancipation of the Niger Delta (MEND), the Niger Delta People's Volunteer Force (NDPVF), the Ijaw National Congress (INC) and the Pan Niger Delta Forum (PANDEF). In response, the new Buhari government pursued a dual strategy of repression and negotiation.
In late 2016, the Nigerian federal government resorted to the gambit of offering the militant groups a 4.5 billion naira (US$144 million) contract to guard oil infrastructure. Most accepted. The contract was renewed in August 2022, but led to fierce disputes among the above-mentioned groups over the distribution of the funds. Representatives speak of "war" - against each other. The high propensity for violence and the pettiness of the leaders, as well as the complete absence of social and environmental arguments in this dispute give rise to fears that the militant groups, despite their lofty names, have discarded responsibility for their region and ethnic groups and have moved into the realm of protection rackets and self-enrichment. In any case, the pipelines in the Niger Delta are not very effectively "guarded" - the pollution of the Niger Delta with stolen crude oil and illegally produced heavy fuel oil continued unhindered after 2016.In central Nigeria, conflicts between Muslim Hausa-Fulani herders and indigenous Christian farmers flared up again, especially in Kaduna, Plateau, Taraba and Benue states. In individual cases, these clashes have claimed several hundred lives. Conflict over land and resources is increasing due to the ongoing desertification in northern Nigeria, population growth and the generally tense economic situation.
Besides issues with terrorist groups Boko Haram and ISWAP, Christians also complain of persecution by Fulani herdsmen, who are mostly Muslim, and who have terrorised mostly Christian farmers in the Middle Belt. Christian clergy and faithful have also been targeted in cases of kidnapping by armed gangs seeking ransoms. In a speech in the European Parliament, in October 2022, bishop Wilfred Chikpa Anagbe, of the Roman Catholic Diocese of Makurdi, compared the situation of Christians in his country to "nothing short of a Jihad clothed in many names: terrorism, kidnappings, killer herdsmen, banditry, other militia groups" and called on the international community to abandon what he termed a "conspiracy of silence" on the subject.According to Aid to the Church in Need, four Catholic priests were murdered in Nigeria in 2022 alone, and 23 priests and one seminarian were kidnapped during the year, or had been kidnapped before but remained in captivity in 2022. The majority of the kidnapped priests were later released, although three were killed and, in November 2022, three were still missing, including Fr John Bako Shekwolo, who was kidnapped in March 2019. A further four nuns were kidnapped in 2022, and released soon afterward. The priests who were murdered were Fr Vitus Borogo, Fr Joseph Bako, Fr John Mark Cheitnum, and Fr Christopher Odia. The Catholic organisation, which has several projects in Nigeria, deplored the wave of violence, saying: "The increase in kidnappings, murders and general violence against civilians, including members of the Catholic clergy in many parts of Nigeria, is a scourge that is yet to be properly addressed by the local authorities".During an online conference, in June 2022, bishop Matthew Man-Oso Ndagaoso, from the Roman Catholic Archdiocese of Kaduna, summed up the problems affecting Christians in the country. "For the past 14 years the nation has been grappling with Boko Haram, mostly in the northeast. While we were grappling with that, we had the issue of banditry in the northwest. And while we were grappling with this, we had the issue of kidnappings for ransom, which is becoming more widespread. And while grappling with this we have the old conflict with the Fulani herders." Regarding the murders and kidnappings of priests in Nigeria, the same bishop said, in another interview, "everybody is on edge. All of us, the clergy, the laypeople, everybody. People are afraid, and rightly so. People are traumatised, and rightly so. With this situation, nobody is safe anywhere. If you go out of your house, even in the daytime, until you come back, you are not safe".In June 2022, a massacre took place in the St. Francis Xavier Church, in Owo. The Government blamed ISWAP for the murder of over 50 parishioners, but locals suspect Fulani herdsmen involvement.
== Economy ==
Nigeria's economy is the largest in Africa, the 31st-largest in the world by nominal GDP, and 30th-largest by PPP. GDP (PPP) per capita is US$9,148 (as of 2022), which is less than South Africa, Egypt or Morocco, but a little more than Ghana or Ivory Coast.
Nigeria is a leader in Africa as an energy power, financial market, in pharmaceuticals and in the entertainment industry. Next to petroleum, the second-largest source of foreign exchange earnings for Nigeria are remittances sent home by Nigerians living abroad.Nigeria has a highly developed financial services sector, with a mix of local and international banks, asset management companies, brokerage houses, insurance companies and brokers, private equity funds and investment banks.Nigeria has a lower-middle-income economy with an abundant supply of natural resources. Its wide array of underexploited mineral resources include coal, bauxite, tantalite, gold, tin, iron ore, limestone, niobium, lead and zinc. Despite huge deposits of these natural resources, the mining industry in Nigeria is still in its infancy.
Before 1999, economic development has been hindered by years of military rule, corruption, and mismanagement. The restoration of democracy and subsequent economic reforms have successfully put Nigeria back on track towards achieving its full economic potential.
After 2015, the Nigerian economy was able to diversify somewhat. Apart from oil and gas, Nigeria exports fertilisers and cement/cement board, moulded polypropylene (plastic) products, personal care products, paint, malt beverages and armoured vehicles.
=== Agriculture ===
In 2021, about 23.4% of Nigeria's GDP is contributed by agriculture, forestry and fishing combined. As far as cassava is concerned, Nigeria is the world's largest producer. Further major crops include maize, rice, millet, yam beans, and guinea corn (sorghum). Cocoa is the principal agricultural export, and one the country's most significant non-petroleum products. Nigeria is also one of the world's top twenty exporters of natural rubber, generating $20.9 million in 2019.Before the Nigerian Civil War and the oil boom, Nigeria was self-sufficient in food. Agriculture used to be the principal foreign exchange earner of Nigeria. Agriculture has failed to keep pace with Nigeria's rapid population growth, and Nigeria now relies upon food imports to sustain itself. It spends US$6.7 billion yearly for food imports, four times more than revenues from food export. The Nigerian government promoted the use of inorganic fertilizers in the 1970s.Nigeria's rice production increased by 10% from 2017/18 to 2021/22 to 5 million tonnes a year, but could hardly keep up with the increased demand. Rice imports therefore remained constant at 2 million tonnes per year. In August 2019, Nigeria closed its border with Benin and other neighbouring countries to stop rice smuggling into the country as part of efforts to boost local production.Until now, Nigeria exported unhusked rice but had to import husked rice, the country's staple food. - The rice mill in Imota, near Lagos, is intended to handle the corresponding processing at home, improve the balance of trade and the labour market, and save unnecessary costs for transport and middlemen. When fully operational at the end of 2022, the plant, the largest south of the Sahara, is expected to employ 250,000 people and produce 2.5 million 50-kg bags of rice annually.
=== Oil and natural gas ===
Nigeria is the 15th largest producer of petroleum in the world, the 6th largest exporter, and has the 9th largest proven reserves. Petroleum plays a large role in the Nigerian economy and politics, accounting for about 80% of government earnings. Nigeria also has the 9th largest proven natural gas reserves estimated by OPEC; the government's value of its about 206.53 trillion cubic feet has been valued at $803.4 trillion. Natural gas is seen as having the potential to unlock an economic miracle on the Niger River. Nigeria each year loses to gas flaring an estimate of US$2.5 billion, and over 120,000 barrels of oil per day to crude theft in the Niger Delta, its main oil-producing region. This has led to piracy and conflict for control in the region and has led to disruptions in production preventing the country from meeting its OPEC quota and exporting petroleum at full capability.
Nigeria has a total of 159 oil fields and 1,481 wells in operation according to the Department of Petroleum Resources. The most productive region of the nation is the coastal Niger Delta Basin in the Niger Delta or "south-south" region which encompasses 78 of the 159 oil fields. Most of Nigeria's oil fields are small and scattered, and as of 1990, these small fields accounted for 62.1% of all Nigerian production. This contrasts with the sixteen largest fields which produced 37.9% of Nigeria's petroleum at that time. Petrol was Nigeria's main import commodity until 2021, accounting for 24% of import volume.The Niger Delta Nembe Creek oil field was discovered in 1973 and produces from middle Miocene deltaic sandstone-shale in an anticline structural trap at a depth of 2 to 4 kilometres (7,000 to 13,000 feet). In June 2013, Shell announced a strategic review of its operations in Nigeria, hinting that assets could be divested. While many international oil companies have operated there for decades, by 2014 most were making moves to divest their interests, citing a range of issues including oil theft. In August 2014, Shell said it was finalising its interests in four Nigerian oil fields.The supply of natural gas to Europe, threatened by the Ukraine war, is pushing projects to transport Nigerian natural gas via pipelines to Morocco or Algeria. As of May 2022, however, there are no results on this yet.
=== Energy ===
Nigeria's energy consumption is much more than its generation capacity. Most of the energy comes from traditional fossil fuel, which account for 73% of total primary production. The rest is from hydropower (27%). Since independence, Nigeria has tried to develop a domestic nuclear industry for energy. Nigeria opened in 2004 a Chinese-origin research reactor at Ahmadu Bello University and has sought the support of the International Atomic Energy Agency to develop plans for up to 4,000 MWe of nuclear capacity by 2027 according to the National Program for the Deployment of Nuclear Power for Generation of Electricity. In 2007, President Umaru Yar'Adua urged the country to embrace nuclear power to meet its growing energy needs. In 2017, Nigeria signed the UN Treaty on the Prohibition of Nuclear Weapons. In April 2015, Nigeria began talks with Russia's state-owned Rosatom to collaborate on the design, construction and operation of four nuclear power plants by 2035, the first of which will be in operation by 2025. In June 2015, Nigeria selected two sites for the planned construction of the nuclear plants. Neither the Nigerian government nor Rosatom would disclose the specific locations of the sites, but it is believed that the nuclear plants will be sited in Akwa Ibom State and Kogi State. The sites are planned to house two plants each. In 2017 agreements were signed for the construction of the Itu nuclear power plant.
==== Electricity ====
94% of Nigerians are connected to the national grid, according to the survey, but only 57% have their electricity consumption recorded by an electricity meter. Only 1% of Nigerians surveyed reported having electricity 24 hours a day. 68% have electricity 1 to 9 hours a day, according to the NIO. 66% of Nigerians pay up to 10,000 Naira (13 USD) a month for electricity, which is almost 3% of the average income in Nigeria. 67% of respondents were willing to pay more for uninterrupted electricity supply. 21% own a power generator, 14% of Nigerians use solar energy.
=== Manufacturing and technology ===
Nigeria has a manufacturing industry that includes leather and textiles (centred in Kano, Abeokuta, Onitsha, and Lagos), plastics and processed food. Ogun is considered to be Nigeria's current industrial hub, as most factories are located in Ogun and more companies are moving there, followed by Lagos. The city of Aba in the south-eastern part of the country is well known for handicrafts and shoes, known as "Aba made". Nigeria has a market of 720,000 cars per year, but less than 20% of these are produced domestically.In 2016 (the last year from which data is available), Nigeria was the leading cement producer south of the Sahara, ahead of South Africa. Aliko Dangote, Nigeria's richest inhabitant, based his wealth on cement production, as well as agricultural commodities. According to its own information, the Ajaokuta Steel Company Limited produces 1.3 million tonnes of steel per year. This would be equivalent to one-sixth of the United Kingdom's steel production in 2021. However, steel plants in Katsina, Jos and Osogbo no longer appear to be active.In June 2019, Nigeria EduSat-1 was deployed from the International Space Station. It is the first satellite that was built in Nigeria, which followed many other Nigerian satellites that was built by other countries. In 2021, Nigeria hosts about 60 percent of the pharmaceutical production capacity in Africa, the larger pharmaceutical companies are located in Lagos. The pharmaceutical producer with the most employees in Nigeria is Emzor Pharmaceutical Industries Ltd. Nigeria has a few electronic manufacturers like Zinox, the first branded Nigerian computer, and manufacturers of electronic gadgets such as tablet PCs. As of January 2022, Nigeria is the host 5 out of the 7 unicorn companies in Africa.
=== Internet and telecommunications ===
Nigerian telecommunications market is one of the fastest-growing in the world, with major emerging market operators (like MTN, 9mobile, Airtel and Globacom) basing their largest and most profitable centres in the country. Nigeria's ICT sector has experienced a lot of growth, representing 10% of the nation's GDP in 2018 as compared to just 1% in 2001. Lagos is regarded as one of the largest technology hubs in Africa with its thriving tech ecosystem. According to a survey by the GSM Association, 92% of adult Nigerian men and 88% of women owned a mobile phone. Using various measures including but not limited to Illegal arrest, taking down of websites, passport seizures, and restricted access to bank accounts, the Nigerian government is punishing citizens for expressing themselves on the internet and working to stifle internet freedom.
=== Tourism ===
Tourism in Nigeria centres largely on events, because of the country's ample amount of ethnic groups, but also includes rain forests, savannah, waterfalls, and other natural attractions.
Abuja is home to several parks and green areas. The largest, Millennium Park, was designed by architect Manfredi Nicoletti and officially opened in December 2003. After the re-modernization project achieved by the administration of Governor Raji Babatunde Fashola, Lagos is gradually becoming a major tourist destination. Lagos is currently taking steps to become a global city. The 2009 Eyo carnival (a yearly festival originating from Iperu Remo, Ogun State) was a step toward world city status. Currently, Lagos is primarily known as a business-oriented and fast-paced community. Lagos has become an important location for African and black cultural identity.Lagos has sandy beaches by the Atlantic Ocean, including Elegushi Beach and Alpha Beach. Lagos also has many private beach resorts including Inagbe Grand Beach Resort and several others in the outskirts. Lagos has a variety of hotels ranging from three-star to five-star hotels, with a mixture of local hotels such as Eko Hotels and Suites, Federal Palace Hotel and franchises of multinational chains such as Intercontinental Hotel, Sheraton, and Four Points by Sheraton. Other places of interest include the Tafawa Balewa Square, Festac town, The Nike Art Gallery, Freedom Park, and the Cathedral Church of Christ.
== Infrastructure ==
Due to Nigeria's location in the centre of West Africa, transport plays a major role in the national service sector. The government investments has seen an increase in extensive road repairs and new construction have been carried out gradually as states in particular spend their share of increased government allocations. Representative of these improvements is the Second Niger Bridge near Onitsha, which was largely completed in 2022. A 2017 World Bank report on logistics hubs in Africa placed the country in fourth place, behind Côte d'Ivoire, Senegal, and Sao Tome, but in 2021, Nigeria joined the World Logistics Passport, a private sector group working to increase the effiency of global trade.
=== Roads ===
Nigeria has the largest road network in West Africa. It covers about 200,000 km, of which 60,000 km are asphalted. Nigeria's roads and highways handle 90% of all passenger and freight traffic. It contributes N2.4trn ($6.4bn) to GDP in 2020. 35,000 km of the road network fall under the jurisdiction of the federal government. The motorway links of important economic centres such as Lagos-Ibadan, Lagos-Badagry and Enugu-Onitsha have been renovated.The rest of the road network is a state matter and therefore in very different shape, depending on which state you are in. Economically strong states such as Lagos, Anambra and Rivers receive particularly poor evaluations. Most roads were built in the 1980s and early 1990s. Poor maintenance and inferior materials have worsened the condition of the roads. Travelling is very difficult. Especially during the rainy season, the use of secondary roads is sometimes almost impossible due to potholes. Road bandits often take advantage of this situation for their criminal purposes.
=== Rail transport ===
Railways have undergone a massive revamping with projects such as the Lagos-Kano Standard Gauge Railway being completed connecting northern cities of Kano, Kaduna, Abuja, Ibadan and Lagos.
=== Air transport ===
The Nigerian aviation industry generated 198.62 billion naira (€400 million) in 2019, representing a contribution of 0.14 per cent to GDP. It was the fastest growing sector of the Nigerian economy in 2019. Passenger traffic increased from 9,358,166 in 2020 to 15,886,955 in 2021, a significant increase of over 69 per cent. Aircraft movements increased by more than 46 per cent from 2020 to 2021. Total freight volumes were 191 tonnes in 2020 but increased to 391 tonnes in 2021. In December 2021, the Anambra International Cargo Airport started its operation. In April 2022, the second terminal of the Murtala Muhammed International Airport has been inaugurated. It will increase the capacity of the airport to 14 million passengers per year.
There are 54 airports in Nigeria; the principal airports are
Murtala Muhammed International Airport in Lagos,
Nnamdi Azikiwe International Airport in Abuja,
Mallam Aminu Kano International Airport in Kano,
Akanu Ibiam International Airport in Enugu and
Port Harcourt International Airport in Port Harcourt.Nigeria had in the past operated state-owned airline Nigeria Airways which was over-indebted in 2003 and was bought by the British Virgin Group; since 28 June 2005 it has flown under the name Virgin Nigeria Airways. At the end of 2008, the Virgin Group announced its withdrawal from the airline, so that since September 2009 the airline has been operating as Nigerian Eagle Airlines. The largest airline in Nigeria is privately-owned Air Peace, founded in 2012. It has a fleet of over 31 aircraft and serves national and international destinations.
== Demographics ==
The United Nations estimates that the population of Nigeria in 2021 was at 213,401,323, distributed as 51.7% rural and 48.3% urban, and with a population density of 167.5 people per square kilometre. Around 42.5% of the population were 14 years or younger, 19.6% were aged 15–24, 30.7% were aged 25–54, 4.0% were aged 55–64, and 3.1% were aged 65 years or older. The median age in 2017 was 18.4 years. Nigeria is the world's sixth-most populous country. The birth rate is 35.2-births/1,000 population and the death rate is 9.6 deaths/1,000 population as of 2017, while the total fertility rate is 5.07 children born/woman. Nigeria's population increased by 57 million from 1990 to 2008, a 60% growth rate in less than two decades. Nigeria is the most populous country in Africa and accounts for about 17% of the continent's total population as of 2017; however, exactly how populous is a subject of speculation.Millions of Nigerians have emigrated during times of economic hardship, primarily to Europe, North America and Australia. It is estimated that over a million Nigerians have emigrated to the United States and constitute the Nigerian American populace. Individuals in many such Diasporic communities have joined the "Egbe Omo Yoruba" society, a national association of Yoruba descendants in North America. Nigeria's largest city is Lagos. Lagos has grown from about 300,000 in 1950 to an estimated 13.4 million in 2017.Nigeria has more than 250 ethnic groups, with varying languages and customs, creating a country of rich ethnic diversity. The three largest ethnic groups are the Hausa, Yoruba and Igbo, together accounting for more than 60% of the population, while the Edo, Ijaw, Fulɓe, Kanuri, Urhobo-Isoko, Ibibio, Ebira, Nupe, Gbagyi, Jukun, Igala, Idoma, Ogoni and Tiv account for between 35 and 40%; other minorities make up the remaining 5%. The Middle Belt of Nigeria is known for its diversity of ethnic groups, including the Atyap, Berom, Goemai, Igala, Kofyar, Pyem, and Tiv. There are small minorities of British, American, Indian, Chinese (est. 50,000), white Zimbabwean, Japanese, Greek, Syrian and Lebanese immigrants. Immigrants also include those from other West African or East African nations.
=== Languages ===
525 languages have been spoken in Nigeria; eight of them are now extinct. In some areas of Nigeria, ethnic groups speak more than one language. The official language of Nigeria, English, was chosen to facilitate the cultural and linguistic unity of the country, owing to the influence of British colonisation which ended in 1960. Many French speakers from surrounding countries have influenced the English spoken in the border regions of Nigeria and some Nigerian citizens have become fluent enough in French to work in the surrounding countries. The French spoken in Nigeria may be mixed with some native languages and English.The major languages spoken in Nigeria represent three major families of languages of Africa: the majority are Niger-Congo languages, such as Igbo, Yoruba, Ibibio, Ijaw, Fulfulde, Ogoni, and Edo. Kanuri, spoken in the northeast, primarily in Borno and Yobe State, is part of the Nilo-Saharan family, and Hausa is an Afroasiatic language. Even though most ethnic groups prefer to communicate in their languages, English as the official language is widely used for education, business transactions and official purposes. English as a first language is used by only a small minority of the country's urban elite, and it is not spoken at all in some rural areas. Hausa is the most widely spoken of the three main languages spoken in Nigeria.
With the majority of Nigeria's populace in the rural areas, the major languages of communication in the country remain indigenous languages. Some of the largest of these, notably Yoruba and Igbo, have derived standardised languages from several different dialects and are widely spoken by those ethnic groups. Nigerian Pidgin English, often known simply as "Pidgin" or "Broken" (Broken English), is also a popular lingua franca, though with varying regional influences on dialect and slang. The pidgin English or Nigerian English is widely spoken within the Niger Delta Region.
=== Religion ===
Nigeria is a religiously diverse society, with Islam and Christianity being the most widely professed religions. Nigerians are nearly equally divided into Muslims and Christians, with a tiny minority of adherents of traditional African religions and other religions. The Christian share of Nigeria's population is in decline because of the lower fertility rate compared to Muslims in the country. As in other parts of Africa where Islam and Christianity are dominant, religious syncretism with the traditional African religions is common.A 2012 report on religion and public life by the Pew Research Center stated that in 2010, 49.3% of Nigeria's population was Christian, 48.8% was Muslim, and 1.9% were followers of indigenous and other religions (such as the Bori in the North) or unaffiliated. However, in a report released by Pew Research Center in 2015, the Muslim population was estimated to be 50%, and by 2060, according to the report, Muslims will account for about 60% of the country. The 2010 census of Association of Religion Data Archives has also reported that 48.8% of the total population was Christian, slightly larger than the Muslim population of 43.4%, while 7.5% were members of other religions. However, these estimates should be taken with caution because sample data is mostly collected from major urban areas in the south, which are predominantly Christian. According to a 2018 estimate in The World Factbook by the CIA, the population is estimated to be 53.5% Muslim, 45.9% Christian (10.6% Roman Catholic and 35.3% protestant and other Christian), and 0.6% as other.Islam dominates northwestern Nigeria (Hausa, Nupe, Fulani and others), with 99% Muslim, and northeastern Nigeria (Kanuri, Fulani and other groups). In the west, the Yoruba people are predominantly Muslim with a significant Christian minority and a few adherents of traditional religions. Protestant and locally cultivated Christianity are widely practised in Western areas, while Roman Catholicism is a more prominent Christian feature of southeastern Nigeria. Both Roman Catholicism and Protestantism are observed in the Ibibio, Efik, Ijo and Ogoni lands of the south. The Igbos (predominant in the east) and the Ibibio (south) are 98% Christian, with 2% practising traditional religions. The middle belt of Nigeria contains the largest number of minority ethnic groups in Nigeria, who were found to be majority Christians and members of traditional religions, with a small proportion of Muslims.
==== Conflicts ====
Since mid-2010, Boko Haram has terrorised northeastern Nigeria. In the following 12 years, according to the Council on Foreign Relations' "Nigeria Security Tracker", over 41,600 people died because of this group (as of October 2022). Millions of people fled south or to the big cities, such as Maiduguri. Boko Haram also attacked churches.
However, the formula "Muslims against Christians" falls short. Despite Boko Haram's murderous hostility towards Christians, most of their victims have always been Muslims, not least because the insurgency is taking place in a predominantly Muslim part of the country, mainly Borno state in the far northeast of Nigeria. The killing of such a large number of Muslims by Boko Haram, based on a broad definition of apostasy, is believed to have been one of the reasons for the group's split in 2016. Nigeria Security Tracker (NST) data shows (as of March 2022) that Boko Haram attacks on churches have decreased over time, while attacks on mosques have increased. The lower number of Christian fatalities at the hands of Boko Haram probably reflects the fact that most of them have fled.Boko Haram has been in decline since at least March 2022. 40,000 of its fighters surrendered in 2022. Since 2021, the Islamic State in West Africa (ISWAP) appears more dominant than Boko Haram. ISWAP is, for example, credited with the church attack in Owo at Pentecost 2022.
=== Health ===
Health care delivery in Nigeria is a concurrent responsibility of the three tiers of government in the country, and the private sector. Nigeria has been reorganising its health system since the Bamako Initiative of 1987, which formally promoted community-based methods of increasing accessibility of drugs and health care services to the population, in part by implementing user fees. The new strategy dramatically increased accessibility through community-based health care reform, resulting in more efficient and equitable provision of services. A comprehensive approach strategy was extended to all areas of health care, with subsequent improvement in the health care indicators and improvement in health care efficiency and cost.48% of Nigerians report that they or a household member have fallen ill in the last three months. Malaria had been diagnosed in 88% of the cases and typhoid fever in 32%. High blood pressure was in third place with 8%. For symptoms of malaria, 41% of Nigerians turn to a hospital, 22% to a chemist's shop, 21% to a pharmacy and 11% seek cure through herbs.The HIV/AIDS rate in Nigeria is much lower than in other African nations such as Botswana or South Africa whose prevalence (percentage) rates are in the double digits. As of 2019, the HIV prevalence rate among adults of ages 15–49 was 1.5 per cent. Life expectancy in Nigeria is 54.7 years on average, and 71% and 39% of the population have access to improved water sources and improved sanitation, respectively. As of 2019, the infant mortality is 74.2 deaths per 1,000 live births.In 2012, a new bone marrow donor program was launched by the University of Nigeria to help people with leukaemia, lymphoma, or sickle cell disease to find a compatible donor for a life-saving bone marrow transplant, which cures them of their conditions. Nigeria became the second African country to have successfully carried out this surgery. In the 2014 Ebola outbreak, Nigeria was the first country to effectively contain and eliminate the Ebola threat that was ravaging three other countries in the West African region; the unique method of contact tracing employed by Nigeria became an effective method later used by countries such as the United States when Ebola threats were discovered.The Nigerian health care system is continuously faced with a shortage of doctors known as "brain drain", because of emigration by skilled Nigerian doctors to North America and Europe. In 1995, an estimated 21,000 Nigerian doctors were practising in the United States alone, which is about the same as the number of doctors working in the Nigerian public service. Retaining these expensively trained professionals has been identified as one of the goals of the government.
=== Education ===
Education in Nigeria is overseen by the Ministry of Education. Local authorities take responsibility for implementing policy for state-controlled public education and state schools at a regional level. The education system is divided into kindergarten, primary education, secondary education and tertiary education. After the 1970s oil boom, tertiary education was improved so it would reach every subregion of Nigeria. 68% of the Nigerian population is literate, and the rate for men (75.7%) is higher than that for women (60.6%).Nigeria provides free, government-supported education, but attendance is not compulsory at any level, and certain groups, such as nomads and the handicapped, are under-served. The education system consists of six years of primary school, three years of junior secondary school, three years of senior secondary school, and four, five or six years of university education leading to a bachelor's degree. The government has majority control of university education. Tertiary education in Nigeria consists of universities (public and private), polytechnics, monotechnics, and colleges of education. The country has a total of 138 universities, with 40 federally owned, 39 state-owned, and 59 privately owned. Nigeria was ranked 114th in the Global Innovation Index in 2022, up from 118th in 2021.
=== Crime ===
Nigeria is home to a substantial network of organised crime, active especially in drug trafficking, shipping heroin from Asian countries to Europe and America; and cocaine from South America to Europe and South Africa.Various Nigerian confraternities or student "campus cults" are active in both organised crime and political violence as well as providing a network of corruption within Nigeria. As confraternities have extensive connections with political and military figures, they offer excellent alumni networking opportunities. The Supreme Vikings Confraternity, for example, boasts that twelve members of the Rivers State House of Assembly are cult members. In lower levels of society, there are the "area boys", organised gangs mostly active in Lagos who specialise in a mugging and small-scale drug dealing. Gang violence in Lagos resulted in 273 civilians and 84 policemen being killed from August 2000 to May 2001.There is some piracy in the Gulf of Guinea, with attacks directed at all types of vessels. Consistent with the rise of Nigeria as an increasingly dangerous hot spot, 28 of the 30 seafarers kidnapped globally between January and June 2013 were in Nigeria.Internationally, Nigeria is infamous for a form of bank fraud dubbed 419, a type of advance-fee scam (named after Section 419 of the Nigerian Penal Code) along with the "Nigerian scam", a form of confidence trick practised by individuals and criminal syndicates. These scams involve a complicit Nigerian bank (the laws being set up loosely to allow it) and a scammer who claims to have money he needs to obtain from that bank. The victim is talked into exchanging bank account information on the premise that the money will be transferred to them and they will get to keep a cut. In reality, money is taken out instead, or large fees (which seem small in comparison with the imaginary wealth to be gained) are deducted. In 2003, the Nigerian Economic and Financial Crimes Commission was created to combat this and other forms of organised financial crime, and in some cases, it has succeeded in bringing the crime bosses to justice and even managing to return the stolen money to victims.
=== Poverty ===
According to the International Monetary Fund, 32% of Nigeria's population lives in extreme poverty (as of 2017), living on less than US$2.15 a day. The World Bank stated in March 2022 that the number of poor Nigerians had increased by 5 million to 95.1 million during the Covid period. Accordingly, 40% of Nigerians live below the poverty line of US$1.90 as handled by the World Bank.The threshold amounts used internationally by the IMF and the World Bank do not take into account the local purchasing power of a US dollar. The methodology is therefore not without controversy. Despite the undoubted existence of slums in Nigeria, for example, the fact that 92% of men and 88% of women in Nigeria own a mobile phone is difficult to reconcile with the poverty percentages published by the IMF and the World Bank.
=== Human rights ===
Nigeria's human rights record remains poor. According to the U.S. Department of State, the most significant human rights problems are the use of excessive force by security forces, impunity for abuses by security forces, arbitrary arrests, prolonged pretrial detention, judicial corruption and executive influence on the judiciary, rape, torture and other cruel, inhuman or degrading treatment of prisoners, detainees and suspects; harsh and life‑threatening prison and detention centre conditions; human trafficking for prostitution and forced labour, societal violence and vigilante killings, child labour, child abuse and child sexual exploitation, domestic violence, discrimination based on ethnicity, region and religion.
Nigeria is a state party of the Convention on the Elimination of All Forms of Discrimination Against Women It also has signed the Maputo Protocol, an international treaty on women's rights, and the African Union Women's Rights Framework. Discrimination based on sex is a significant human rights issue. Forced marriages are common. Child marriage remains common in Northern Nigeria; 39% of girls are married before age 15, although the Marriage Rights Act banning marriage of girls below 18 years old was introduced on a federal level in 2008. There is rampant polygamy in Northern Nigeria. Submission of the wife to her husband and domestic violence are common. Women have fewer land rights. Maternal mortality was at 814 per 100,000 live births in 2015. Female genital mutilation is common, although a ban was implemented in 2015. In Nigeria, at least half a million suffer from vaginal fistula, largely as a result of lack of medical care. Early marriages can result in the fistula.Women face a large amount of inequality politically in Nigeria, being subjugated to a bias that is sexist and reinforced by socio-cultural, economic and oppressive ways. Women throughout the country were only politically emancipated in 1979. Yet husbands continue to dictate the votes for many women in Nigeria, which upholds the patriarchal system. Most workers in the informal sector are women. Women's representation in government since independence from Britain is very poor. Women have been reduced to sideline roles in appointive posts throughout all levels of government and still make up a tiny minority of elected officials. But nowadays with more education available to the public, Nigerian women are taking steps to have more active roles in the public, and with the help of different initiatives, more businesses are being started by women.
Under the Shari'a penal code that applies to Muslims in twelve northern states, offences such as alcohol consumption, homosexuality, infidelity and theft carry harsh sentences, including amputation, lashing, stoning and long prison terms. According to a 2013 survey by the Pew Research Center, 98% of Nigerians believe homosexuality should not be accepted by society. In the 23 years up to September 2022, university workers in Nigeria went on strike 17 times, for a total of 57 months. As a result, the 2022 summer semester was cancelled nationwide.
== Culture ==
=== Literature ===
Most Nigerian literature is written in English, partly because this language is understood by most Nigerians. Literature in the Yoruba, Hausa and Igbo languages (the three most populous language groups in Nigeria) does exist, however, and in the case of the Hausa, for example, can look back on a centuries-old tradition. With Wole Soyinka, Nigeria can present a Nobel Prize winner for literature. Chinua Achebe won the prestigious Booker Prize in 2007 and Ben Okri in 1991. Achebe also won the Peace Award of the German Book Trade in 2002. Lola Shoneyin has won several awards for her book The Secret Lives of Baba Segi's Wives (novel).
=== Music ===
Many late 20th-century musicians such as Fela Kuti have famously fused cultural elements of various indigenous music with African-American jazz and soul to form Afrobeat which has in turn influenced hip hop music. JuJu music, which is percussion music fused with traditional music from the Yoruba nation and made famous by King Sunny Adé, is from Nigeria. Fuji music, a Yoruba percussion style, was created and popularised by Mr Fuji, Alhaji Sikiru Ayinde Barrister.
Afan Music was invented and popularised by the Ewu-born poet and musician Umuobuarie Igberaese. Kennis Music originality started the Afrobeats movement in Nigeria. Kennis Music is widely credited for the evolution of the Nigerian music scene and the rise of many major players. In November 2008, Nigeria's music scene (and that of Africa) received international attention when MTV hosted the continent's first African music awards show in Abuja. over a decade later and Afro beats has widely taken over with artist like Davido, Wizkid and Burna Boy ranked amongst the biggest in the world.
=== Cinema ===
The Nigerian film industry is known as Nollywood (a blend of "Nigeria" and "Hollywood") and is now the second-largest producer of movies in the world, having surpassed Hollywood. Only India's Bollywood is larger. Nigerian film studios are based in Lagos, Kano, and Enugu, and form a major portion of the local economy of these cities. Nigerian cinema is Africa's largest movie industry in terms of both value and the number of movies produced per year. Although Nigerian films have been produced since the 1960s, the country's film industry has been aided by the rise of affordable digital filming and editing technologies.
The 2009 thriller film The Figurine heightened the media attention towards the New Nigerian Cinema revolution. The film was a critical and commercial success in Nigeria, and it was also screened in international film festivals. The 2010 film Ijé by Chineze Anyaene, overtook The Figurine to become the highest-grossing Nigerian film; a record it held for four years until it was overtaken in 2014 by Half of a Yellow Sun (2013). By 2016, this record was held by The Wedding Party, a film by Kemi Adetiba.
By the end of 2013, the film industry reportedly hit a record-breaking revenue of ₦1.72 trillion (US$4.1 billion). As of 2014, the industry was worth ₦853.9 billion (US$5.1 billion), making it the third most valuable film industry in the world behind the United States and India. It contributed about 1.4% to Nigeria's economy; this was attributed to the increase in the number of quality films produced and more formal distribution methods.T.B. Joshua's Emmanuel TV, originating from Nigeria, is one of the most viewed television stations across Africa.
=== Festival ===
There are many festivals in Nigeria, some of which date to the period before the arrival of the major religions in this ethnically and culturally diverse society. The main Muslim and Christian festivals are often celebrated in ways that are unique to Nigeria or unique to the people of a locality. The Nigerian Tourism Development Corporation has been working with the states to upgrade the traditional festivals, which may become important sources of tourism revenue.
=== Cuisine ===
Nigerian cuisine, like West African cuisine in general, is known for its richness and variety. Many different spices, herbs, and flavourings are used in conjunction with palm oil or groundnut oil to create deeply flavoured sauces and soups often made very hot with chilli peppers. Nigerian feasts are colourful and lavish, while aromatic market and roadside snacks cooked on barbecues or fried in oil are plentiful and varied. Suya is usually sold in urban areas especially during night-time.
=== Fashion ===
The fashion industry in Nigeria contributes significantly to the country's economics. Casual attire is commonly worn but formal and traditional styles are also worn depending on the occasion. Nigeria is known not only for its fashionable textiles and garments, but also for its fashion designers who have increasingly gained international recognition. Euromonitor estimates the Sub-Saharan fashion market to be worth $31 billion, with Nigeria accounting for 15% of these $31 billion. Nigeria is not only known for their many fashion textiles and garment pieces that are secret to their culture. They also outputted many fashion designers who have developed many techniques and businesses along the way.
=== Sports ===
Football is largely considered Nigeria's national sport, and the country has its own Premier League of football. Nigeria's national football team, known as the "Super Eagles", has made the World Cup on six occasions 1994, 1998, 2002, 2010, 2014, and 2018. In April 1994, the Super Eagles ranked 5th in the FIFA World Rankings, the highest-ranking achieved by an African football team. They won the African Cup of Nations in 1980, 1994, and 2013, and have also hosted the U-17 & U-20 World Cup. They won the gold medal for football in the 1996 Summer Olympics (in which they beat Argentina) becoming the first African football team to win gold in Olympic football.
Nigeria is also involved in other sports such as basketball, cricket and track and field. Boxing is also an important sport in Nigeria;. Nigeria's national basketball team made the headlines internationally when it became the first African team to beat the United States men's national team. In earlier years, Nigeria qualified for the 2012 Summer Olympics as it beat heavily favoured world elite teams such as Greece and Lithuania. Nigeria has been home to numerous internationally recognised basketball players in the world's top leagues in America, Europe and Asia. These players include Basketball Hall of Famer Hakeem Olajuwon, and later players in the NBA. The Nigerian Premier League has become one of the biggest and most-watched basketball competitions in Africa. The games have aired on Kwese TV and have averaged a viewership of over a million people.Nigeria made history by qualifying the first bobsled team for the Winter Olympics from Africa when their women's two-person team qualified for the bobsled competition at the XXIII Olympic Winter Games. In the early 1990s, Scrabble was made an official sport in Nigeria; by the end of 2017, there were around 4,000 players in more than 100 clubs in the country. In 2018, the Nigerian Curling Federation was established to introduce a new sport to the country with the hope of getting the game to be a part of the curriculum at the elementary, high school, and university levels respectively. At the 2019 World Mixed Doubles Curling Championship in Norway, Nigeria won their first international match beating France 8–5.Nigeria's women's and men's national teams in beach volleyball competed at the 2018–2020 CAVB Beach Volleyball Continental Cup. The country's U21 national teams qualified for the 2019 FIVB Beach Volleyball U21 World Championships.Nigeria is the birthplace of the sport loofball. It is a team sport which is played by tossing a furry ball over a net.
== See also ==
Index of Nigeria-related articles
Outline of Nigeria
== Notes ==
== References ==
== Further reading ==
Hill, Sam (15 January 2020). "Black China: Africa's First Superpower Is Coming Sooner Than You Think". Newsweek.
Dibua, Jeremiah I. Modernization and the crisis of development in Africa: the Nigerian experience (Routledge, 2017)
Ekundare, Olufemi R. An Economic History of Nigeria 1860–1960 (Methuen & Co Ltd, 1973)
Falola, Toyin; and Adam Paddock. Environment and Economics in Nigeria (2012)
Falola, Toyin, Ann Genova, and Matthew M. Heaton. Historical dictionary of Nigeria (Rowman & Littlefield, 2018) online
Falola, Toyin, and Matthew M. Heaton. A History of Nigeria (2008)
Shillington, Kevin. Encyclopedia of African History. (University of Michigan Press, 2005) p. 1401.
Metz, Helen Chapin, ed. Nigeria: a country study (U.S. Library of Congress. Federal Research Division, 1992) online free, comprehensive historical and current coverage; not copyright.
Jones, Cunliffe-Peter. My Nigeria: Five Decades of Independence (Palgrave Macmillan, 2010)
Achebe, Chinua. The Trouble with Nigeria (Fourth Dimension, 1983)
== External links ==
Official website
Wikimedia Atlas of Nigeria
Geographic data related to Nigeria at OpenStreetMap
Know More about Nigeria
Nigeria. The World Factbook. Central Intelligence Agency.
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UTC+03:00
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UTC+03:00 is an identifier for a time offset from UTC of +03:00. In areas using this time offset, the time is three hours later than the Coordinated Universal Time (UTC).
Following the ISO 8601 standard, a time with this offset would be written as, for example, 2019-02-08T23:36:06+03:00.
== As standard time (year-round) ==
Principal cities: Istanbul, Moscow, Saint Petersburg, Doha, Riyadh, Baghdad, Nairobi, Dire Dawa, Addis Ababa, Manama, Sana'a, Aden, Minsk, Kuwait City, Asmara, Antananarivo, Kampala, Amman, Damascus
=== Africa ===
==== East Africa ====
Comoros
Djibouti
Eritrea
Ethiopia
France
French Southern and Antarctic Lands
Scattered Islands in the Indian Ocean
Bassas da India, Europa Island and Juan de Nova Island
Mayotte
Kenya
Madagascar
Somalia
Somaliland (disputed territory)
South AfricaPrince Edward Islands
Tanzania
Uganda
=== Antarctica ===
Some bases in Antarctica. See also Time in Antarctica
Japan
Showa Station
=== Asia ===
==== Arabia Standard Time ====
Arabia Standard Time, or AST (indicated by KSA on some Arabic TV stations), is used by some of the countries in the Middle East. As this time zone is predominantly in the equatorial region, there is no significant change in day length throughout the year, so daylight saving time is not observed. Between 1982 and 2007, Iraq observed Arabia Daylight Time (UTC+04:00) but the government abolished DST in March 2008.Arabia Standard Time is used by the following countries:
Bahrain
Iraq
Jordan
Kuwait
Qatar
Saudi Arabia
Syria
Yemen
=== Europe ===
Most of European Russia, including Moscow, Saint Petersburg, Rostov-on-Don, Novaya Zemlya, Franz Josef Land. From October 26, 2014 Moscow and most other parts of European Russia started using UTC+03:00 again, year-round. Also on September 7, 2016, Turkey started using UTC+03:00 year-round. Besides the names mentioned above, the name "Eastern Europe Forward Time"' (EEFT) is sometimes used.
Belarus
Russia – Moscow TimeCentral Federal District
North Caucasian Federal District
Northwestern Federal District
Except Kaliningrad Oblast
Southern Federal District
Except Astrakhan Oblast
Volga Federal District
Except Samara Oblast, Saratov Oblast, Udmurtia, Ulyanovsk Oblast, Bashkortostan, Orenburg Oblast and Perm Krai
Turkey – Time in Turkey
Ukraine
Russian-occupied territories of Ukraine - Crimea (Crimea Peninsula) or Republic of Crimea, part of Donetsk, Luhansk, Kherson and Zaporizhzhia regions
==== Caucasus region ====
Georgia (while Georgia remains within UTC+04:00, its two breakaway regions have opted to use UTC+03:00) this includes:
Abkhazia
South Ossetia
== As daylight saving time (Northern Hemisphere summer only) ==
Principal cities: Kyiv, Bucharest, Athens, Jerusalem, Sofia
=== Europe ===
Bulgaria
Cyprus
Estonia
Finland
Åland
Greece
Latvia
Lithuania
Moldova
Transnistria
Romania
Ukraine
Russian-occupied territories of Ukraine
United Kingdom
Akrotiri and Dhekelia
=== Asia ===
Israel
Lebanon
=== Africa ===
Egypt.
== Discrepancies between official UTC+03:00 and geographical UTC+03:00 ==
=== Areas in UTC+03:00 longitudes using other time zones ===
Using UTC+04:00
Caucasus region:
Georgia, excluding Abkhazia and South Ossetia
Armenia and Artsakh
Azerbaijan
Russia, with parts of its territories:
Astrakhan, Samara, Saratov and Ulyanovsk (with an exception of the very east)
Western half of Udmurtia
United Arab Emirates
The westernmost region of the Emirate of Abu Dhabi
Seychelles
Aldabra Group
Cosmoledo Atoll
Farquhar Group
French Southern and Antarctic Lands
Crozet IslandsUsing UTC+03:30
Iran
The western part, including TehranUsing UTC+02:00
Ukraine (standard time)
The easternmost part, including Luhansk (the territories under Ukrainian control)
Sudan
The very easternmost part in the country
Mozambique
Most of the northeast, including Montepuez and Nampula
=== Areas outside UTC+03:00 longitudes using UTC+03:00 time ===
==== Areas between 67°30′ E and 82°30′ E ("physical" UTC+05:00) ====
Russia
The very east of Severny Island with 69°2' E as the easternmost point
==== Areas between 52°30' E and 67°30' E ("physical" UTC+04:00) ====
Yemen
Socotra, the largest island in the Socotra Archipelago
The very easternmost part of Al-Mahrah
Saudi Arabia
The easternmost part of Sharqiyah
Russia
Most of Franz Josef Land, Yuzhny Island, and most of Severny Island (with an exception of the very east)
Some parts of the Russian mainland (Komi Republic, Nenets Autonomous Okrug, east of Kirov Oblast and Tatarstan)
==== Areas between 22°30' E and 37°30' E ("physical" UTC+02:00) ====
Tanzania
The western part, including Mwanza and Mbeya
Uganda
Kenya
The western part, including nation's capital Nairobi
Ethiopia
The western part, including Nekemte and Jimma
Saudi Arabia
The northwesternmost part, including Tabuk
Turkey
Most parts of the country, including Istanbul and nation's capital Ankara
Ukraine
Russian-occupied territories of Ukraine
Belarus
Russia
The western part, including Saint Petersburg and half of Moscow
== Notes ==
The westernmost point at UTC+03:00 is the westernmost point of contiguous Russia, near Lavry, Pskov Oblast (27°19' E). The time zone employed there (corresponding to 45°E) is 17°41' E of physical time, i.e. roughly 1 hour and 11 minutes ahead of physical time, making for the largest overall discrepancy between time used and physical time for UTC+03:00.
The easternmost point at UTC+03:00 is Cape Zhelaniya, Severny Island, Novaya Zemlya, Russia (69°06' E). The time zone employed there (corresponding to 45°E) is 24°06' W of physical time, i.e. roughly 1 hour and 36 minutes behind physical time, making for the largest discrepancy between time used and physical time for UTC+03:00.
On February 8, 2011, Russian president Dmitry Medvedev issued a decree cancelling daylight saving time in Russia. Under the decree, all clocks in Russia advanced by 1 hour on March 27, 2011, but did not change back the following October, effectively making Kaliningrad Time UTC+03:00 permanently, and Moscow Time UTC+04:00 permanently. This proved unpopular because of the dark mornings, children walking to school and people going to work in complete darkness. On October 26, 2014, Russia permanently returned to standard time by setting the clocks back by 1 hour effectively making Kaliningrad Time UTC+02:00 permanently and Moscow Time UTC+03:00 permanently.
Ukraine had UTC+02:00 plus regularly EEST from 1990 till 2011 (in years 1981–1990 Moscow Summer Time) until the Ukrainian parliament added 1 hour "on the territory of Ukraine from March 27, 2011" and canceled daylight saving time on September 20, 2011, de facto making EEST (UTC+03:00) the new standard time. After strong criticism from the mass media, on 18 October 2011 the Ukrainian parliament cancelled its previous decision.
== See also ==
Time in Antarctica – some stations use this time zone
Time in Ethiopia
Time in Russia
Time in Turkey
== References ==
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Ottoman Empire
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The Ottoman Empire, historically and colloquially known as the Turkish Empire, was an empire that controlled much of Southeast Europe, Western Asia, and Northern Africa, between the 14th and early 20th centuries. The empire also controlled an eastern region of Central Europe from the 16th to the late 17th century. It was founded at the end of the 13th century in northwestern Anatolia in the town of Söğüt (modern-day Bilecik Province) by the Turkoman tribal leader Osman I. After 1354, the Ottomans crossed into Europe and, with the conquest of the Balkans, the Ottoman beylik was transformed into a transcontinental empire. The Ottomans ended the Byzantine Empire with the conquest of Constantinople in 1453 by Mehmed II.Under the reign of Suleiman the Magnificent, the Ottoman Empire marked the peak of its power and prosperity, as well as the highest development of its governmental, social, and economic systems. At the beginning of the 17th century, the empire contained 32 provinces and numerous vassal states. Some of these were later absorbed into the Ottoman Empire, while others were granted various types of autonomy over the course of centuries. With Constantinople (modern-day Istanbul) as its capital and control of lands around the Mediterranean Basin, the Ottoman Empire was at the centre of interactions between the Middle East and Europe for six centuries.
While the empire was once thought to have entered a period of decline following the death of Suleiman the Magnificent, this view is no longer supported by the majority of academic historians. The newer academic consensus posits that the empire continued to maintain a flexible and strong economy, society and military throughout the 17th and for much of the 18th century. However, during a long period of peace from 1740 to 1768, the Ottoman military system fell behind that of its European rivals, the Habsburg and Russian empires. The Ottomans consequently suffered severe military defeats in the late 18th and early 19th centuries. The successful Greek War of Independence concluded with decolonization of Greece following the London Protocol (1830) and Treaty of Constantinople (1832). This and other defeats prompted the Ottoman state to initiate a comprehensive process of reform and modernization known as the Tanzimat. Thus, over the course of the 19th century, the Ottoman state became vastly more powerful and organized internally, despite suffering further territorial alosses, especially in the Balkans, where a number of new states emerged.The Committee of Union and Progress (CUP) established the Second Constitutional Era in the Young Turk Revolution in 1908, turning the Empire into a constitutional monarchy, which conducted competitive multi-party elections. However, after the disastrous Balkan Wars, the now radicalized and nationalistic CUP took over the government in the 1913 coup d'état, creating a one-party regime. The CUP allied the Empire with Germany, hoping to escape from the diplomatic isolation which had contributed to its recent territorial losses, and thus joined World War I on the side of the Central Powers. While the Empire was able to largely hold its own during the conflict, it was struggling with internal dissent, especially with the Arab Revolt in its Arabian holdings. During this time, the Ottoman government engaged in genocide against the Armenians, Assyrians, and Greeks. The Empire's defeat and the occupation of part of its territory by the Allied Powers in the aftermath of World War I resulted in its partitioning and the loss of its southern territories, which were divided between the United Kingdom and France. The successful Turkish War of Independence, led by Mustafa Kemal Atatürk against the occupying Allies, led to the emergence of the Republic of Turkey in the Anatolian heartland and the abolition of the Ottoman monarchy.
== Name ==
The word Ottoman is a historical anglicisation of the name of Osman I, the founder of the Empire and of the ruling House of Osman (also known as the Ottoman dynasty). Osman's name in turn was the Turkish form of the Arabic name ʿUthmān (عثمان). In Ottoman Turkish, the empire was referred to as Devlet-i ʿAlīye-yi ʿOsmānīye (دولت عليه عثمانیه), lit. 'Sublime Ottoman State', or simply Devlet-i ʿOsmānīye (دولت عثمانيه), lit. 'Ottoman State'.
The Turkish word for "Ottoman" (Osmanlı) originally referred to the tribal followers of Osman in the fourteenth century. The word subsequently came to be used to refer to the empire's military-administrative elite. In contrast, the term "Turk" (Türk) was used to refer to the Anatolian peasant and tribal population and was seen as a disparaging term when applied to urban, educated individuals.: 26 In the early modern period, an educated, urban-dwelling Turkish-speaker who was not a member of the military-administrative class would often refer to themself neither as an Osmanlı nor as a Türk, but rather as a Rūmī (رومى), or "Roman", meaning an inhabitant of the territory of the former Byzantine Empire in the Balkans and Anatolia. The term Rūmī was also used to refer to Turkish speakers by the other Muslim peoples of the empire and beyond.: 11 As applied to Ottoman Turkish-speakers, this term began to fall out of use at the end of the seventeenth century, and instead the word increasingly became associated with the Greek population of the empire, a meaning that it still bears in Turkey today.: 51 In Western Europe, the names Ottoman Empire, Turkish Empire and Turkey were often used interchangeably, with Turkey being increasingly favoured both in formal and informal situations. This dichotomy was officially ended in 1920–1923, when the newly established Ankara-based Turkish government chose Turkey as the sole official name. At present, most scholarly historians avoid the terms "Turkey", "Turks", and "Turkish" when referring to the Ottomans, due to the empire's multinational character.
== History ==
=== Rise (c. 1299–1453) ===
As the Rum Sultanate declined well into the 13th century, Anatolia was divided into a patchwork of independent Turkish principalities known as the Anatolian Beyliks. One of these beyliks, in the region of Bithynia on the frontier of the Byzantine Empire, was led by the Turkish tribal leader Osman I (d. 1323/4), a figure of obscure origins from whom the name Ottoman is derived.: 444 Osman's early followers consisted both of Turkish tribal groups and Byzantine renegades, with many but not all converts to Islam.: 59 : 127 Osman extended the control of his principality by conquering Byzantine towns along the Sakarya River. A Byzantine defeat at the Battle of Bapheus in 1302 contributed to Osman's rise as well. It is not well understood how the early Ottomans came to dominate their neighbors, due to the lack of sources surviving from this period. The Ghaza thesis popular during the twentieth century credited their success to their rallying of religious warriors to fight for them in the name of Islam, but it is no longer generally accepted. No other hypothesis has attracted broad acceptance.: 5, 10 : 104
In the century after the death of Osman I, Ottoman rule had begun to extend over Anatolia and the Balkans. The earliest conflicts began during the Byzantine–Ottoman wars, waged in Anatolia in the late 13th century before entering Europe in the mid-14th century, followed by the Bulgarian–Ottoman wars and the Serbian–Ottoman wars waged beginning in the mid 14th century. Much of this period was characterised by Ottoman expansion into the Balkans. Osman's son, Orhan, captured the northwestern Anatolian city of Bursa in 1326, making it the new capital of the Ottoman state and supplanting Byzantine control in the region. The important port city of Thessaloniki was captured from the Venetians in 1387 and sacked. The Ottoman victory in Kosovo in 1389 effectively marked the end of Serbian power in the region, paving the way for Ottoman expansion into Europe.: 95–96 The Battle of Nicopolis for the Bulgarian Tsardom of Vidin in 1396, widely regarded as the last large-scale crusade of the Middle Ages, failed to stop the advance of the victorious Ottoman Turks.
As the Turks expanded into the Balkans, the conquest of Constantinople became a crucial objective. The Ottomans had already wrested control of nearly all former Byzantine lands surrounding the city, but the strong defense of Constantinople's strategic position on the Bosporus Strait made it difficult to conquer. In 1402, the Byzantines were temporarily relieved when the Turco-Mongol leader Timur, founder of the Timurid Empire, invaded Ottoman Anatolia from the east. In the Battle of Ankara in 1402, Timur defeated the Ottoman forces and took Sultan Bayezid I as a prisoner, throwing the empire into disorder. The ensuing civil war, also known as the Fetret Devri, lasted from 1402 to 1413 as Bayezid's sons fought over succession. It ended when Mehmed I emerged as the sultan and restored Ottoman power.: 363
The Balkan territories lost by the Ottomans after 1402, including Thessaloniki, Macedonia, and Kosovo, were later recovered by Murad II between the 1430s and 1450s. On 10 November 1444, Murad repelled the Crusade of Varna by defeating the Hungarian, Polish, and Wallachian armies under Władysław III of Poland (also King of Hungary) and John Hunyadi at the Battle of Varna, although Albanians under Skanderbeg continued to resist. Four years later, John Hunyadi prepared another army of Hungarian and Wallachian forces to attack the Turks, but was again defeated at the Second Battle of Kosovo in 1448.: 29 According to modern historiography, there is a direct connection between the fast Ottoman military advance and the consequences of the Black Death from the mid-fourteenth century onwards. Byzantine territories, where the initial Ottoman conquests were carried out, were exhausted demographically and militarily due to the plague outbreaks, which facilitated the Ottoman expansion. In addition, the slave hunting — executed at first by akinci irregulars expediting before the Ottoman army — was the main economic driving force behind the Ottoman conquest. Some 21st-century authors re-periodize the Ottoman conquest of the Balkans into the akıncı phase, which spanned 8 to 13 decades, characterized by continuous slave hunting and destruction, followed by the phase of administrative integration into the Ottoman Empire. where the bubonic plague pandemic occurred between 1347 and 1349.
=== Expansion and peak (1453–1566) ===
The son of Murad II, Mehmed the Conqueror, reorganized both state and military, and on 29 May 1453 conquered Constantinople, ending the Byzantine Empire. Mehmed allowed the Eastern Orthodox Church to maintain its autonomy and land in exchange for accepting Ottoman authority. Due to tension between the states of western Europe and the later Byzantine Empire, the majority of the Orthodox population accepted Ottoman rule as preferable to Venetian rule. Albanian resistance was a major obstacle to Ottoman expansion on the Italian peninsula.In the 15th and 16th centuries, the Ottoman Empire entered a period of expansion. The Empire prospered under the rule of a line of committed and effective Sultans. It also flourished economically due to its control of the major overland trade routes between Europe and Asia.: 111 Sultan Selim I (1512–1520) dramatically expanded the Empire's eastern and southern frontiers by defeating Shah Ismail of Safavid Iran, in the Battle of Chaldiran.: 91–105 Selim I established Ottoman rule in Egypt by defeating and annexing the Mamluk Sultanate of Egypt and created a naval presence on the Red Sea. After this Ottoman expansion, competition began between the Portuguese Empire and the Ottoman Empire to become the dominant power in the region.: 55–76 Suleiman the Magnificent (1520–1566) captured Belgrade in 1521, conquered the southern and central parts of the Kingdom of Hungary as part of the Ottoman–Hungarian Wars, and, after his historic victory in the Battle of Mohács in 1526, he established Ottoman rule in the territory of present-day Hungary (except the western part) and other Central European territories. He then laid siege to Vienna in 1529, but failed to take the city.: 50 In 1532, he made another attack on Vienna, but was repulsed in the siege of Güns. Transylvania, Wallachia and, intermittently, Moldavia, became tributary principalities of the Ottoman Empire. In the east, the Ottoman Turks took Baghdad from the Persians in 1535, gaining control of Mesopotamia and naval access to the Persian Gulf. In 1555, the Caucasus became officially partitioned for the first time between the Safavids and the Ottomans, a status quo that would remain until the end of the Russo-Turkish War (1768–1774). By this partitioning of the Caucasus as signed in the Peace of Amasya, Western Armenia, western Kurdistan, and Western Georgia (including western Samtskhe) fell into Ottoman hands, while southern Dagestan, Eastern Armenia, Eastern Georgia, and Azerbaijan remained Persian.
In 1539, a 60,000-strong Ottoman army besieged the Spanish garrison of Castelnuovo on the Adriatic coast; the successful siege cost the Ottomans 8,000 casualties, but Venice agreed to terms in 1540, surrendering most of its empire in the Aegean and the Morea. France and the Ottoman Empire, united by mutual opposition to Habsburg rule, became strong allies. The French conquests of Nice (1543) and Corsica (1553) occurred as a joint venture between the forces of the French king Francis I and Suleiman, and were commanded by the Ottoman admirals Hayreddin Barbarossa and Dragut. A month before the siege of Nice, France supported the Ottomans with an artillery unit during the 1543 Ottoman conquest of Esztergom in northern Hungary. After further advances by the Turks, the Habsburg ruler Ferdinand officially recognized Ottoman ascendancy in Hungary in 1547. Suleiman I died of natural causes in his tent during the siege of Szigetvár in 1566.
By the end of Suleiman's reign, the Empire spanned approximately 877,888 sq mi (2,273,720 km2), extending over three continents.: 545
In addition, the Empire became a dominant naval force, controlling much of the Mediterranean Sea.: 61 By this time, the Ottoman Empire was a major part of the European political sphere. The Ottomans became involved in multi-continental religious wars when Spain and Portugal were united under the Iberian Union. The Ottomans were holders of the Caliph title, meaning they were the leaders of all Muslims worldwide. The Iberians were leaders of the Christian crusaders, and so the two were locked in a worldwide conflict. There were zones of operations in the Mediterranean Sea and Indian Ocean, where Iberians circumnavigated Africa to reach India and, on their way, wage war upon the Ottomans and their local Muslim allies. Likewise, the Iberians passed through newly-Christianized Latin America and had sent expeditions that traversed the Pacific in order to Christianize the formerly Muslim Philippines and use it as a base to further attack the Muslims in the Far East. In this case, the Ottomans sent armies to aid its easternmost vassal and territory, the Sultanate of Aceh in Southeast Asia.: 84
During the 1600s, the worldwide conflict between the Ottoman Caliphate and Iberian Union was a stalemate since both powers were at similar population, technology and economic levels. Nevertheless, the success of the Ottoman political and military establishment was compared to the Roman Empire, despite the difference in the size of their respective territories, by the likes of the contemporary Italian scholar Francesco Sansovino and the French political philosopher Jean Bodin.
=== Stagnation and reform (1566–1827) ===
==== Revolts, reversals, and revivals (1566–1683) ====
In the second half of the sixteenth century, the Ottoman Empire came under increasing strain from inflation and the rapidly rising costs of warfare that were impacting both Europe and the Middle East. These pressures led to a series of crises around the year 1600, placing great strain upon the Ottoman system of government.: 413–414 The empire underwent a series of transformations of its political and military institutions in response to these challenges, enabling it to successfully adapt to the new conditions of the seventeenth century and remain powerful, both militarily and economically.: 10 Historians of the mid-twentieth century once characterised this period as one of stagnation and decline, but this view is now rejected by the majority of academics.The discovery of new maritime trade routes by Western European states allowed them to avoid the Ottoman trade monopoly. The Portuguese discovery of the Cape of Good Hope in 1488 initiated a series of Ottoman-Portuguese naval wars in the Indian Ocean throughout the 16th century. Despite the growing European presence in the Indian Ocean, Ottoman trade with the east continued to flourish. Cairo, in particular, benefitted from the rise of Yemeni coffee as a popular consumer commodity. As coffeehouses appeared in cities and towns across the empire, Cairo developed into a major center for its trade, contributing to its continued prosperity throughout the seventeenth and much of the eighteenth century.: 507–508 Under Ivan IV (1533–1584), the Tsardom of Russia expanded into the Volga and Caspian regions at the expense of the Tatar khanates. In 1571, the Crimean khan Devlet I Giray, commanded by the Ottomans, burned Moscow. The next year, the invasion was repeated but repelled at the Battle of Molodi. The Ottoman Empire continued to invade Eastern Europe in a series of slave raids, and remained a significant power in Eastern Europe until the end of the 17th century.
The Ottomans decided to conquer Venetian Cyprus and on 22 July 1570, Nicosia was besieged; 50,000 Christians died, and 180,000 were enslaved.: 67 On 15 September 1570, the Ottoman cavalry appeared before the last Venetian stronghold in Cyprus, Famagusta. The Venetian defenders would hold out for 11 months against a force that would come to number 200,000 men with 145 cannons; 163,000 cannonballs struck the walls of Famagusta before it fell to the Ottomans in August 1571. The Siege of Famagusta claimed 50,000 Ottoman casualties.: 328 Meanwhile, the Holy League consisting of mostly Spanish and Venetian fleets won a victory over the Ottoman fleet at the Battle of Lepanto (1571), off southwestern Greece; Catholic forces killed over 30,000 Turks and destroyed 200 of their ships.: 24 It was a startling, if mostly symbolic, blow to the image of Ottoman invincibility, an image which the victory of the Knights of Malta over the Ottoman invaders in the 1565 siege of Malta had recently set about eroding. The battle was far more damaging to the Ottoman navy in sapping experienced manpower than the loss of ships, which were rapidly replaced.: 53 The Ottoman navy recovered quickly, persuading Venice to sign a peace treaty in 1573, allowing the Ottomans to expand and consolidate their position in North Africa.
By contrast, the Habsburg frontier had settled somewhat, a stalemate caused by a stiffening of the Habsburg defenses. The Long Turkish War against Habsburg Austria (1593–1606) created the need for greater numbers of Ottoman infantry equipped with firearms, resulting in a relaxation of recruitment policy. This contributed to problems of indiscipline and outright rebelliousness within the corps, which were never fully solved. Irregular sharpshooters (Sekban) were also recruited, and on demobilisation turned to brigandage in the Celali rebellions (1590–1610), which engendered widespread anarchy in Anatolia in the late 16th and early 17th centuries.: 24 With the Empire's population reaching 30 million people by 1600, the shortage of land placed further pressure on the government. In spite of these problems, the Ottoman state remained strong, and its army did not collapse or suffer crushing defeats. The only exceptions were campaigns against the Safavid dynasty of Persia, where many of the Ottoman eastern provinces were lost, some permanently. This 1603–1618 war eventually resulted in the Treaty of Nasuh Pasha, which ceded the entire Caucasus, except westernmost Georgia, back into the possession of Safavid Iran. The treaty ending the Cretan War cost Venice much of Dalmatia, its Aegean island possessions, and Crete. (Losses from the war totalled 30,985 Venetian soldiers and 118,754 Turkish soldiers.): 33 During his brief majority reign, Murad IV (1623–1640) reasserted central authority and recaptured Iraq (1639) from the Safavids. The resulting Treaty of Zuhab of that same year decisively divided the Caucasus and adjacent regions between the two neighbouring empires as it had already been defined in the 1555 Peace of Amasya.The Sultanate of Women (1533–1656) was a period in which the mothers of young sultans exercised power on behalf of their sons. The most prominent women of this period were Kösem Sultan and her daughter-in-law Turhan Hatice, whose political rivalry culminated in Kösem's murder in 1651. During the Köprülü era (1656–1703), effective control of the Empire was exercised by a sequence of grand viziers from the Köprülü family. The Köprülü Vizierate saw renewed military success with authority restored in Transylvania, the conquest of Crete completed in 1669, and expansion into Polish southern Ukraine, with the strongholds of Khotyn, and Kamianets-Podilskyi and the territory of Podolia ceding to Ottoman control in 1676.
This period of renewed assertiveness came to a calamitous end in 1683 when Grand Vizier Kara Mustafa Pasha led a huge army to attempt a second Ottoman siege of Vienna in the Great Turkish War of 1683–1699. The final assault being fatally delayed, the Ottoman forces were swept away by allied Habsburg, German, and Polish forces spearheaded by the Polish king John III Sobieski at the Battle of Vienna. The alliance of the Holy League pressed home the advantage of the defeat at Vienna, culminating in the Treaty of Karlowitz (26 January 1699), which ended the Great Turkish War. The Ottomans surrendered control of significant territories, many permanently. Mustafa II (1695–1703) led the counterattack of 1695–1696 against the Habsburgs in Hungary, but was undone at the disastrous defeat at Zenta (in modern Serbia), 11 September 1697.
==== Military defeats ====
Aside from the loss of the Banat and the temporary loss of Belgrade (1717–1739), the Ottoman border on the Danube and Sava remained stable during the eighteenth century. Russian expansion, however, presented a large and growing threat. Accordingly, King Charles XII of Sweden was welcomed as an ally in the Ottoman Empire following his defeat by the Russians at the Battle of Poltava of 1709 in central Ukraine (part of the Great Northern War of 1700–1721). Charles XII persuaded the Ottoman Sultan Ahmed III to declare war on Russia, which resulted in an Ottoman victory in the Pruth River Campaign of 1710–1711, in Moldavia.
After the Austro-Turkish War, the Treaty of Passarowitz confirmed the loss of the Banat, Serbia, and "Little Walachia" (Oltenia) to Austria. The Treaty also revealed that the Ottoman Empire was on the defensive and unlikely to present any further aggression in Europe. The Austro-Russian–Turkish War (1735–1739), which was ended by the Treaty of Belgrade in 1739, resulted in the Ottoman recovery of northern Bosnia, Habsburg Serbia (including Belgrade), Oltenia and the southern parts of the Banat of Temeswar; but the Empire lost the port of Azov, north of the Crimean Peninsula, to the Russians. After this treaty the Ottoman Empire was able to enjoy a generation of peace, as Austria and Russia were forced to deal with the rise of Prussia.Educational and technological reforms came about, including the establishment of higher education institutions such as the Istanbul Technical University. In 1734 an artillery school was established to impart Western-style artillery methods, but the Islamic clergy successfully objected under the grounds of theodicy. In 1754 the artillery school was reopened on a semi-secret basis. In 1726, Ibrahim Muteferrika convinced the Grand Vizier Nevşehirli Damat Ibrahim Pasha, the Grand Mufti, and the clergy on the efficiency of the printing press, and Muteferrika was later granted by Sultan Ahmed III permission to publish non-religious books (despite opposition from some calligraphers and religious leaders). Muteferrika's press published its first book in 1729 and, by 1743, issued 17 works in 23 volumes, each having between 500 and 1,000 copies.
In North Africa, Spain conquered Oran from the autonomous Deylik of Algiers. The Bey of Oran received an army from Algiers, but it failed to recapture Oran; the siege caused the deaths of 1,500 Spaniards, and even more Algerians. The Spanish also massacred many Muslim soldiers. In 1792, Spain abandoned Oran, selling it to the Deylik of Algiers.
In 1768 Russian-backed Ukrainian Haidamakas, pursuing Polish confederates, entered Balta, an Ottoman-controlled town on the border of Bessarabia in Ukraine, massacred its citizens, and burned the town to the ground. This action provoked the Ottoman Empire into the Russo-Turkish War of 1768–1774. The Treaty of Küçük Kaynarca of 1774 ended the war and provided freedom of worship for the Christian citizens of the Ottoman-controlled provinces of Wallachia and Moldavia. By the late 18th century, after a number of defeats in the wars with Russia, some people in the Ottoman Empire began to conclude that the reforms of Peter the Great had given the Russians an edge, and the Ottomans would have to keep up with Western technology in order to avoid further defeats.
Selim III (1789–1807) made the first major attempts to modernise the army, but his reforms were hampered by the religious leadership and the Janissary corps. Jealous of their privileges and firmly opposed to change, the Janissary revolted. Selim's efforts cost him his throne and his life, but were resolved in spectacular and bloody fashion by his successor, the dynamic Mahmud II, who eliminated the Janissary corps in 1826.
The Serbian revolution (1804–1815) marked the beginning of an era of national awakening in the Balkans during the Eastern Question. In 1811, the fundamentalist Wahhabis of Arabia, led by the al-Saud family, revolted against the Ottomans. Unable to defeat the Wahhabi rebels, the Sublime Porte had Muhammad Ali Pasha of Kavala, the vali (governor) of the Eyalet of Egypt, tasked with retaking Arabia, which ended with the destruction of the Emirate of Diriyah in 1818. The suzerainty of Serbia as a hereditary monarchy under its own dynasty was acknowledged de jure in 1830. In 1821, the Greeks declared war on the Sultan. A rebellion that originated in Moldavia as a diversion was followed by the main revolution in the Peloponnese, which, along with the northern part of the Gulf of Corinth, became the first parts of the Ottoman Empire to achieve independence (in 1829). In 1830, the French invaded the Deylik of Algiers. The campaign that took 21 days, resulted in over 5,000 Algerian military casualties, and about 2,600 French ones. Before the French invasion the total population of Algeria was most likely between 3,000,000 and 5,000,000. By 1873, the population of Algeria (excluding several hundred thousand newly arrived French settlers) decreased to a drastic 2,172,000. In 1831, Muhammad Ali Pasha revolted against Sultan Mahmud II due to the latter's refusal to grant him the governorships of Greater Syria and Crete, which the Sultan had promised him in exchange for sending military assistance to put down the Greek revolt (1821–1829) that ultimately ended with the formal independence of Greece in 1830. It was a costly enterprise for Muhammad Ali Pasha, who had lost his fleet at the Battle of Navarino in 1827. Thus began the first Egyptian–Ottoman War (1831–1833), during which the French-trained army of Muhammad Ali Pasha, under the command of his son Ibrahim Pasha, defeated the Ottoman Army as it marched into Anatolia, reaching the city of Kütahya within 320 km (200 mi) of the capital, Constantinople.: 95 In desperation, Sultan Mahmud II appealed to the empire's traditional arch-rival Russia for help, asking Emperor Nicholas I to send an expeditionary force to assist him.: 96 In return for signing the Treaty of Hünkâr İskelesi, the Russians sent the expeditionary force which deterred Ibrahim Pasha from marching any further towards Constantinople.: 96 Under the terms of the Convention of Kütahya, signed on 5 May 1833, Muhammad Ali Pasha agreed to abandon his campaign against the Sultan, in exchange for which he was made the vali (governor) of the vilayets (provinces) of Crete, Aleppo, Tripoli, Damascus and Sidon (the latter four comprising modern Syria and Lebanon), and given the right to collect taxes in Adana.: 96 Had it not been for the Russian intervention, Sultan Mahmud II could have faced the risk of being overthrown and Muhammad Ali Pasha could have even become the new Sultan. These events marked the beginning of a recurring pattern where the Sublime Porte needed the help of foreign powers to protect itself.: 95–96 In 1839, the Sublime Porte attempted to take back what it lost to the de facto autonomous, but de jure still Ottoman Eyalet of Egypt, but its forces were initially defeated, which led to the Oriental Crisis of 1840. Muhammad Ali Pasha had close relations with France, and the prospect of him becoming the Sultan of Egypt was widely viewed as putting the entire Levant into the French sphere of influence.: 96 As the Sublime Porte had proved itself incapable of defeating Muhammad Ali Pasha, the British Empire and Austrian Empire provided military assistance, and the second Egyptian–Ottoman War (1839–1841) ended with Ottoman victory and the restoration of Ottoman suzerainty over Egypt Eyalet and the Levant.: 96 By the mid-19th century, the Ottoman Empire was called the "sick man of Europe". Three suzerain states – the Principality of Serbia, Wallachia and Moldavia – moved towards de jure independence during the 1860s and 1870s.
=== Decline and modernisation (1828–1908) ===
During the Tanzimat period (1839–1876), the government's series of constitutional reforms led to a fairly modern conscripted army, banking system reforms, the decriminalization of homosexuality, the replacement of religious law with secular law, and guilds with modern factories. The Ottoman Ministry of Post was established in Istanbul in 1840. American inventor Samuel Morse received an Ottoman patent for the telegraph in 1847, issued by Sultan Abdülmecid, who personally tested the invention. The reformist period peaked with the Constitution, called the Kanûn-u Esâsî. The empire's First Constitutional era was short-lived. The parliament survived for only two years before the sultan suspended it.
The empire's Christian population, owing to their higher educational levels, started to pull ahead of the Muslim majority, leading to much resentment. In 1861, there were 571 primary and 94 secondary schools for Ottoman Christians, with 140,000 pupils in total, a figure that vastly exceeded the number of Muslim children in school at the time, who were further hindered by the amount of time spent learning Arabic and Islamic theology. Author Norman Stone suggests that the Arabic alphabet, in which Turkish was written until 1928, was ill-suited to reflect the sounds of Turkish (which is a Turkic as opposed to Semitic language), which imposed further difficulty on Turkish children. In turn, Christians' higher educational levels allowed them to play a larger role in the economy, with the rise in prominence of groups such as the Sursock family indicative of this. In 1911, of the 654 wholesale companies in Istanbul, 528 were owned by ethnic Greeks. In many cases, Christians and Jews gained protection from European consuls and citizenship, meaning they were protected from Ottoman law and not subject to the same economic regulations as their Muslim counterparts.
The Crimean War (1853–1856) was part of a long-running contest between the major European powers for influence over territories of the declining Ottoman Empire. The financial burden of the war led the Ottoman state to issue foreign loans amounting to 5 million pounds sterling on 4 August 1854.: 32 : 71 The war caused an exodus of the Crimean Tatars, about 200,000 of whom moved to the Ottoman Empire in continuing waves of emigration.: 79–108 Toward the end of the Caucasian Wars, 90% of the Circassians were ethnically cleansed and exiled from their homelands in the Caucasus, fleeing to the Ottoman Empire, resulting in the settlement of 500,000 to 700,000 Circassians in Turkey. Some Circassian organisations give much higher numbers, totalling 1–1.5 million deported or killed. Crimean Tatar refugees in the late 19th century played an especially notable role in seeking to modernise Ottoman education and in first promoting both Pan-Turkism and a sense of Turkish nationalism.
In this period, the Ottoman Empire spent only small amounts of public funds on education; for example, in 1860–1861 only 0.2% of the total budget was invested in education.: 50 As the Ottoman state attempted to modernize its infrastructure and army in response to outside threats, it opened itself up to a different kind of threat: that of creditors. As the historian Eugene Rogan has written, "the single greatest threat to the independence of the Middle East" in the 19th century "was not the armies of Europe but its banks". The Ottoman state, which had begun taking on debt with the Crimean War, was forced to declare bankruptcy in 1875. By 1881, the Ottoman Empire agreed to have its debt controlled by the Ottoman Public Debt Administration, a council of European men with presidency alternating between France and Britain. The body controlled swaths of the Ottoman economy, and used its position to ensure that European capital continued to penetrate the empire, often to the detriment of local Ottoman interests.The Ottoman bashi-bazouks brutally suppressed the Bulgarian uprising of 1876, massacring up to 100,000 people in the process.: 139 The Russo-Turkish War (1877–1878) ended with a decisive victory for Russia. As a result, Ottoman holdings in Europe declined sharply: Bulgaria was established as an independent principality inside the Ottoman Empire; Romania achieved full independence; and Serbia and Montenegro finally gained complete independence, but with smaller territories. In 1878, Austria-Hungary unilaterally occupied the Ottoman provinces of Bosnia-Herzegovina and Novi Pazar.
British Prime Minister Benjamin Disraeli advocated restoring the Ottoman territories on the Balkan Peninsula during the Congress of Berlin, and in return, Britain assumed the administration of Cyprus in 1878.: 228–254 Britain later sent troops to Egypt in 1882 to put down the Urabi Revolt (Sultan Abdul Hamid II was too paranoid to mobilize his own army, fearing this would result in a coup d'état), effectively gaining control in both territories. Abdul Hamid II, popularly known as "Abdul Hamid the Damned" on account of his cruelty and paranoia, was so fearful of a coup that he did not allow his army to conduct war games, lest this serve as cover for a coup, but he did see the need for military mobilization. In 1883, a German military mission under General Baron Colmar von der Goltz arrived to train the Ottoman Army, leading to the so-called "Goltz generation" of German-trained officers, who played a notable role in the politics of the empire's last years.: 24 From 1894 to 1896, between 100,000 and 300,000 Armenians living throughout the empire were killed in what became known as the Hamidian massacres.: 42 In 1897 the population was 19 million, of whom 14 million (74%) were Muslim. An additional 20 million lived in provinces that remained under the sultan's nominal suzerainty but were entirely outside his actual power. One by one the Porte lost nominal authority. They included Egypt, Tunisia, Bulgaria, Cyprus, Bosnia-Herzegovina, and Lebanon.As the Ottoman Empire gradually shrank, 7–9 million Muslims from its former territories in the Caucasus, Crimea, Balkans, and the Mediterranean islands migrated to Anatolia and Eastern Thrace. After the Empire lost the First Balkan War (1912–1913), it lost all its Balkan territories except East Thrace (European Turkey). This resulted in around 400,000 Muslims fleeing with the retreating Ottoman armies (with many dying from cholera brought by the soldiers), and 400,000 non-Muslims fled territory still under Ottoman rule. Justin McCarthy estimates that from 1821 to 1922, 5.5 million Muslims died in southeastern Europe, with the expulsion of 5 million.
=== Defeat and dissolution (1908–1922) ===
==== Young Turk movement ====
The defeat and dissolution of the Ottoman Empire (1908—1922) began with the Second Constitutional Era, a moment of hope and promise established with the Young Turk Revolution. It restored the Constitution of the Ottoman Empire and brought in multi-party politics with a two-stage electoral system (electoral law) under the Ottoman parliament. The constitution offered hope by freeing the empire's citizens to modernise the state's institutions, rejuvenate its strength, and enable it to hold its own against outside powers. Its guarantee of liberties promised to dissolve inter-communal tensions and transform the empire into a more harmonious place. Instead, this period became the story of the twilight struggle of the Empire.
Members of Young Turks movement who had once gone underground now established their parties. Among them "Committee of Union and Progress", and "Freedom and Accord Party" were major parties. On the other end of the spectrum were ethnic parties, which included Poale Zion, Al-Fatat, and Armenian national movement organised under Armenian Revolutionary Federation. Profiting from the civil strife, Austria-Hungary officially annexed Bosnia and Herzegovina in 1908. The last of the Ottoman censuses was performed in 1914. Despite military reforms which reconstituted the Ottoman Modern Army, the Empire lost its North African territories and the Dodecanese in the Italo-Turkish War (1911) and almost all of its European territories in the Balkan Wars (1912–1913). The Empire faced continuous unrest in the years leading up to World War I, including the 31 March Incident and two further coups in 1912 and 1913.
==== World War I ====
The Ottoman Empire entered World War I on the side of the Central Powers and was ultimately defeated. The Ottoman participation in the war began with the combined German-Ottoman surprise attack on the Black Sea coast of the Russian Empire on 29 October 1914. Following the attack, the Russian Empire (2 November 1914) and its allies France (5 November 1914) and the British Empire (5 November 1914) declared war on the Ottoman Empire (also on 5 November 1914, the British government changed the status of the Khedivate of Egypt and Cyprus, which were de jure Ottoman territories prior to the war, as British protectorates.)
The Ottomans successfully defended the Dardanelles strait during the Gallipoli campaign (1915–1916) and achieved initial victories against British forces in the first two years of the Mesopotamian campaign, such as the Siege of Kut (1915–1916); but the Arab Revolt (1916–1918) turned the tide against the Ottomans in the Middle East. In the Caucasus campaign, however, the Russian forces had the upper hand from the beginning, especially after the Battle of Sarikamish (1914–1915). Russian forces advanced into northeastern Anatolia and controlled the major cities there until retreating from World War I with the Treaty of Brest-Litovsk following the Russian Revolution in 1917.
===== Genocides =====
In 1915 the Ottoman government and Kurdish tribes in the region started the extermination of its ethnic Armenian population, resulting in the deaths of up to 1.5 million Armenians in the Armenian genocide. The genocide was carried out during and after World War I and implemented in two phases: the wholesale killing of the able-bodied male population through massacre and subjection of army conscripts to forced labour, followed by the deportation of women, children, the elderly and infirm on death marches leading to the Syrian desert. Driven forward by military escorts, the deportees were deprived of food and water and subjected to periodic robbery, rape, and systematic massacre. Large-scale massacres were also committed against the Empire's Greek and Assyrian minorities as part of the same campaign of ethnic cleansing.
===== Arab Revolt =====
The Arab Revolt began in 1916 with British support. It turned the tide against the Ottomans on the Middle Eastern front, where they seemed to have the upper hand during the first two years of the war. On the basis of the McMahon–Hussein Correspondence, an agreement between the British government and Hussein bin Ali, Sharif of Mecca, the revolt was officially initiated at Mecca on 10 June 1916. The Arab nationalist goal was to create a single unified and independent Arab state stretching from Aleppo, Syria, to Aden, Yemen, which the British promised to recognise.
The Sharifian Army, led by Hussein and the Hashemites, with military backing from the British Egyptian Expeditionary Force, successfully fought and expelled the Ottoman military presence from much of the Hejaz and Transjordan. The rebellion eventually took Damascus and set up a short-lived monarchy led by Faisal, a son of Hussein.
Following the Sykes–Picot Agreement, the British and French later partitioned the Middle East into mandate territories. There was no unified Arab state, much to Arab nationalists' anger.
===== Treaty of Sèvres and Turkish War of Independence =====
Defeated in World War I, the Ottoman Empire signed the Armistice of Mudros on 30 October 1918. Istanbul was occupied by combined British, French, Italian, and Greek forces. In May 1919, Greece also took control of the area around Smyrna (now İzmir).
The partition of the Ottoman Empire was finalized under the terms of the 1920 Treaty of Sèvres. This treaty, as designed in the Conference of London, allowed the Sultan to retain his position and title. Anatolia's status was problematic given the occupied forces.
A nationalist opposition arose in the Turkish national movement. It won the Turkish War of Independence (1919–1923) under the leadership of Mustafa Kemal (later given the surname "Atatürk"). The sultanate was abolished on 1 November 1922, and the last sultan, Mehmed VI (reigned 1918–1922), left the country on 17 November 1922. The Republic of Turkey was established in its place on 29 October 1923, in the new capital city of Ankara. The caliphate was abolished on 3 March 1924.
== Historiographical debate on the Ottoman state ==
Several historians, such as British historian Edward Gibbon and the Greek historian Dimitri Kitsikis, have argued that after the fall of Constantinople, the Ottoman state took over the machinery of the Byzantine (Roman) state and that the Ottoman Empire was in essence a continuation of the Eastern Roman Empire under a Turkish Muslim guise. The American historian Speros Vryonis writes that the Ottoman state centered on "a Byzantine-Balkan base with a veneer of the Turkish language and the Islamic religion". Kitsikis and the American historian Heath Lowry posit that the early Ottoman state was a predatory confederacy open to both Byzantine Christians and Turkish Muslims whose primary goal was attaining booty and slaves, rather than spreading Islam, and that Islam only later became the empire's primary characteristic. Other historians have followed the lead of the Austrian historian Paul Wittek, who emphasizes the early Ottoman state's Islamic character, seeing it as a "jihad state" dedicated to expanding the Muslim world. Many historians led in 1937 by the Turkish historian Mehmet Fuat Köprülü championed the Ghaza thesis, according to which the early Ottoman state was a continuation of the way of life of the nomadic Turkic tribes who had come from East Asia to Anatolia via Central Asia and the Middle East on a much larger scale. They argued that the most important cultural influences on the Ottoman state came from Persia.The British historian Norman Stone suggests many continuities between the Eastern Roman and Ottoman empires, such as that the zeugarion tax of Byzantium became the Ottoman Resm-i çift tax, that the pronoia land-holding system that linked the amount of land one owned with one's ability to raise cavalry became the Ottoman timar system, and that the Ottoman land measurement the dönüm was the same as the Byzantine stremma. Stone also argues that although Sunni Islam was the state religion, the Ottoman state supported and controlled the Eastern Orthodox Church, which in return for accepting that control became the Ottoman Empire's largest land-holder. Despite the similarities, Stone argues that a crucial difference is that the land grants under the timar system were not hereditary at first. Even after they became inheritable, land ownership in the Ottoman Empire remained highly insecure, and the sultan revoked land grants whenever he wished. Stone argued this insecurity in land tenure strongly discouraged Timariots from seeking long-term development of their land, and instead led them to adopt a strategy of short-term exploitation, which had deleterious effects on the Ottoman economy.
== Government ==
Before the reforms of the 19th and 20th centuries, the state organisation of the Ottoman Empire was a system with two main dimensions, the military administration, and the civil administration. The Sultan was in the highest position in the system. The civil system was based on local administrative units based on the region's characteristics. The state had control over the clergy. Certain pre-Islamic Turkish traditions that had survived the adoption of administrative and legal practices from Islamic Iran remained important in Ottoman administrative circles. According to Ottoman understanding, the state's primary responsibility was to defend and extend the land of the Muslims and to ensure security and harmony within its borders in the overarching context of orthodox Islamic practice and dynastic sovereignty.
The Ottoman Empire, or as a dynastic institution, the House of Osman, was unprecedented and unequaled in the Islamic world for its size and duration. In Europe, only the House of Habsburg had a similarly unbroken line of sovereigns (kings/emperors) from the same family who ruled for so long, and during the same period, between the late 13th and early 20th centuries. The Ottoman dynasty was Turkish in origin. On eleven occasions, the sultan was deposed (replaced by another sultan of the Ottoman dynasty, who were either the former sultan's brother, son or nephew) because he was perceived by his enemies as a threat to the state. There were only two attempts in Ottoman history to unseat the ruling Ottoman dynasty, both failures, which suggests a political system that for an extended period was able to manage its revolutions without unnecessary instability. As such, the last Ottoman sultan Mehmed VI (r. 1918–1922) was a direct patrilineal (male-line) descendant of the first Ottoman sultan Osman I (d. 1323/4), which was unparalleled in both Europe (e.g., the male line of the House of Habsburg became extinct in 1740) and in the Islamic world. The primary purpose of the Imperial Harem was to ensure the birth of male heirs to the Ottoman throne and secure the continuation of the direct patrilineal (male-line) power of the Ottoman sultans in the future generations.
The highest position in Islam, caliph, was claimed by the sultans starting with Selim I, which was established as the Ottoman Caliphate. The Ottoman sultan, pâdişâh or "lord of kings", served as the Empire's sole regent and was considered to be the embodiment of its government, though he did not always exercise complete control. The Imperial Harem was one of the most important powers of the Ottoman court. It was ruled by the valide sultan. On occasion, the valide sultan would become involved in state politics. For a time, the women of the Harem effectively controlled the state in what was termed the "Sultanate of Women". New sultans were always chosen from the sons of the previous sultan. The strong educational system of the palace school was geared towards eliminating the unfit potential heirs and establishing support among the ruling elite for a successor. The palace schools, which would also educate the future administrators of the state, were not a single track. First, the Madrasa (Medrese) was designated for the Muslims, and educated scholars and state officials according to Islamic tradition. The financial burden of the Medrese was supported by vakifs, allowing children of poor families to move to higher social levels and income. The second track was a free boarding school for the Christians, the Enderûn, which recruited 3,000 students annually from Christian boys between eight and twenty years old from one in forty families among the communities settled in Rumelia or the Balkans, a process known as Devshirme (Devşirme).Though the sultan was the supreme monarch, the sultan's political and executive authority was delegated. The politics of the state had a number of advisors and ministers gathered around a council known as Divan. The Divan, in the years when the Ottoman state was still a Beylik, was composed of the elders of the tribe. Its composition was later modified to include military officers and local elites (such as religious and political advisors). Later still, beginning in 1320, a Grand Vizier was appointed to assume certain of the sultan's responsibilities. The Grand Vizier had considerable independence from the sultan with almost unlimited powers of appointment, dismissal, and supervision. Beginning with the late 16th century, sultans withdrew from politics and the Grand Vizier became the de facto head of state.
Throughout Ottoman history, there were many instances in which local governors acted independently, and even in opposition to the ruler. After the Young Turk Revolution of 1908, the Ottoman state became a constitutional monarchy. The sultan no longer had executive powers. A parliament was formed, with representatives chosen from the provinces. The representatives formed the Imperial Government of the Ottoman Empire.
This eclectic administration was apparent even in the diplomatic correspondence of the Empire, which was initially undertaken in the Greek language to the west.The Tughra were calligraphic monograms, or signatures, of the Ottoman Sultans, of which there were 35. Carved on the Sultan's seal, they bore the names of the Sultan and his father. The statement and prayer, "ever victorious", was also present in most. The earliest belonged to Orhan Gazi. The ornately stylized Tughra spawned a branch of Ottoman-Turkish calligraphy.
=== Law ===
The Ottoman legal system accepted the religious law over its subjects. At the same time the Qanun (or Kanun), dynastic law, co-existed with religious law or Sharia. The Ottoman Empire was always organized around a system of local jurisprudence. Legal administration in the Ottoman Empire was part of a larger scheme of balancing central and local authority. Ottoman power revolved crucially around the administration of the rights to land, which gave a space for the local authority to develop the needs of the local millet. The jurisdictional complexity of the Ottoman Empire was aimed to permit the integration of culturally and religiously different groups. The Ottoman system had three court systems: one for Muslims, one for non-Muslims, involving appointed Jews and Christians ruling over their respective religious communities, and the "trade court". The entire system was regulated from above by means of the administrative Qanun, i.e., laws, a system based upon the Turkic Yassa and Töre, which were developed in the pre-Islamic era.
These court categories were not, however, wholly exclusive; for instance, the Islamic courts, which were the Empire's primary courts, could also be used to settle a trade conflict or disputes between litigants of differing religions, and Jews and Christians often went to them to obtain a more forceful ruling on an issue. The Ottoman state tended not to interfere with non-Muslim religious law systems, despite legally having a voice to do so through local governors. The Islamic Sharia law system had been developed from a combination of the Qur'an; the Hadīth, or words of the prophet Muhammad; ijmā', or consensus of the members of the Muslim community; qiyas, a system of analogical reasoning from earlier precedents; and local customs. Both systems were taught at the Empire's law schools, which were in Istanbul and Bursa.
The Ottoman Islamic legal system was set up differently from traditional European courts. Presiding over Islamic courts would be a Qadi, or judge. Since the closing of the ijtihad, or 'Gate of Interpretation', Qadis throughout the Ottoman Empire focused less on legal precedent, and more with local customs and traditions in the areas that they administered. However, the Ottoman court system lacked an appellate structure, leading to jurisdictional case strategies where plaintiffs could take their disputes from one court system to another until they achieved a ruling that was in their favour.
In the late 19th century, the Ottoman legal system saw substantial reform. This process of legal modernisation began with the Edict of Gülhane of 1839. These reforms included the "fair and public trial[s] of all accused regardless of religion", the creation of a system of "separate competences, religious and civil", and the validation of testimony on non-Muslims. Specific land codes (1858), civil codes (1869–1876), and a code of civil procedure also were enacted.These reforms were based heavily on French models, as indicated by the adoption of a three-tiered court system. Referred to as Nizamiye, this system was extended to the local magistrate level with the final promulgation of the Mecelle, a civil code that regulated marriage, divorce, alimony, will, and other matters of personal status. In an attempt to clarify the division of judicial competences, an administrative council laid down that religious matters were to be handled by religious courts, and statute matters were to be handled by the Nizamiye courts.
=== Military ===
The first military unit of the Ottoman State was an army that was organized by Osman I from the tribesmen inhabiting the hills of western Anatolia in the late 13th century. The military system became an intricate organization with the advance of the Empire. The Ottoman military was a complex system of recruiting and fief-holding. The main corps of the Ottoman Army included Janissary, Sipahi, Akıncı and Mehterân. The Ottoman army was once among the most advanced fighting forces in the world, being one of the first to use muskets and cannons. The Ottoman Turks began using falconets, which were short but wide cannons, during the Siege of Constantinople. The Ottoman cavalry depended on high speed and mobility rather than heavy armor, using bows and short swords on fast Turkoman and Arabian horses (progenitors of the Thoroughbred racing horse), and often applied tactics similar to those of the Mongol Empire, such as pretending to retreat while surrounding the enemy forces inside a crescent-shaped formation and then making the real attack. The Ottoman army continued to be an effective fighting force throughout the seventeenth and early eighteenth centuries, falling behind the empire's European rivals only during a long period of peace from 1740 to 1768.
The modernization of the Ottoman Empire in the 19th century started with the military. In 1826 Sultan Mahmud II abolished the Janissary corps and established the modern Ottoman army. He named them as the Nizam-ı Cedid (New Order). The Ottoman army was also the first institution to hire foreign experts and send its officers for training in western European countries. Consequently, the Young Turks movement began when these relatively young and newly trained men returned with their education.
The Ottoman Navy vastly contributed to the expansion of the Empire's territories on the European continent. It initiated the conquest of North Africa, with the addition of Algeria and Egypt to the Ottoman Empire in 1517. Starting with the loss of Greece in 1821 and Algeria in 1830, Ottoman naval power and control over the Empire's distant overseas territories began to decline. Sultan Abdülaziz (reigned 1861–1876) attempted to reestablish a strong Ottoman navy, building the largest fleet after those of Britain and France. The shipyard at Barrow, England, built its first submarine in 1886 for the Ottoman Empire.However, the collapsing Ottoman economy could not sustain the fleet's strength for long. Sultan Abdülhamid II distrusted the admirals who sided with the reformist Midhat Pasha and claimed that the large and expensive fleet was of no use against the Russians during the Russo-Turkish War. He locked most of the fleet inside the Golden Horn, where the ships decayed for the next 30 years. Following the Young Turk Revolution in 1908, the Committee of Union and Progress sought to develop a strong Ottoman naval force. The Ottoman Navy Foundation was established in 1910 to buy new ships through public donations.
The establishment of Ottoman military aviation dates back to between June 1909 and July 1911. The Ottoman Empire started preparing its first pilots and planes, and with the founding of the Aviation School (Tayyare Mektebi) in Yeşilköy on 3 July 1912, the Empire began to tutor its own flight officers. The founding of the Aviation School quickened advancement in the military aviation program, increased the number of enlisted persons within it, and gave the new pilots an active role in the Ottoman Army and Navy. In May 1913, the world's first specialized Reconnaissance Training Program was started by the Aviation School, and the first separate reconnaissance division was established. In June 1914 a new military academy, the Naval Aviation School (Bahriye Tayyare Mektebi) was founded. With the outbreak of World War I, the modernization process stopped abruptly. The Ottoman Aviation Squadrons fought on many fronts during World War I, from Galicia in the west to the Caucasus in the east and Yemen in the south.
== Administrative divisions ==
The Ottoman Empire was first subdivided into provinces, in the sense of fixed territorial units with governors appointed by the sultan, in the late 14th century.The Eyalet (also Pashalik or Beylerbeylik) was the territory of office of a Beylerbey ("lord of lords" or governor), and was further subdivided in Sanjaks.
The Vilayets were introduced with the promulgation of the "Vilayet Law" (Teskil-i Vilayet Nizamnamesi) in 1864, as part of the Tanzimat reforms. Unlike the previous eyalet system, the 1864 law established a hierarchy of administrative units: the vilayet, liva/sanjak/mutasarrifate, kaza and village council, to which the 1871 Vilayet Law added the nahiye.
== Economy ==
Ottoman government deliberately pursued a policy for the development of Bursa, Edirne, and Istanbul, successive Ottoman capitals, into major commercial and industrial centers, considering that merchants and artisans were indispensable in creating a new metropolis. To this end, Mehmed and his successor Bayezid, also encouraged and welcomed migration of the Jews from different parts of Europe, who were settled in Istanbul and other port cities like Salonica. In many places in Europe, Jews were suffering persecution at the hands of their Christian counterparts, such as in Spain, after the conclusion of Reconquista. The tolerance displayed by the Turks was welcomed by the immigrants.
The Ottoman economic mind was closely related to the basic concepts of state and society in the Middle East in which the ultimate goal of a state was consolidation and extension of the ruler's power, and the way to reach it was to get rich resources of revenues by making the productive classes prosperous. The ultimate aim was to increase the state revenues without damaging the prosperity of subjects to prevent the emergence of social disorder and to keep the traditional organization of the society intact. The Ottoman economy greatly expanded during the early modern period, with particularly high growth rates during the first half of the eighteenth century. The empire's annual income quadrupled between 1523 and 1748, adjusted for inflation.The organization of the treasury and chancery were developed under the Ottoman Empire more than any other Islamic government and, until the 17th century, they were the leading organization among all their contemporaries. This organisation developed a scribal bureaucracy (known as "men of the pen") as a distinct group, partly highly trained ulama, which developed into a professional body. The effectiveness of this professional financial body stands behind the success of many great Ottoman statesmen.
Modern Ottoman studies indicate that the change in relations between the Ottoman Turks and central Europe was caused by the opening of the new sea routes. It is possible to see the decline in the significance of the land routes to the East as Western Europe opened the ocean routes that bypassed the Middle East and the Mediterranean as parallel to the decline of the Ottoman Empire itself. The Anglo-Ottoman Treaty, also known as the Treaty of Balta Liman that opened the Ottoman markets directly to English and French competitors, would be seen as one of the staging posts along with this development.
By developing commercial centers and routes, encouraging people to extend the area of cultivated land in the country and international trade through its dominions, the state performed basic economic functions in the Empire. But in all this, the financial and political interests of the state were dominant. Within the social and political system they were living in, Ottoman administrators could not see the desirability of the dynamics and principles of the capitalist and mercantile economies developing in Western Europe.Economic historian Paul Bairoch argues that free trade contributed to deindustrialisation in the Ottoman Empire. In contrast to the protectionism of China, Japan, and Spain, the Ottoman Empire had a liberal trade policy, open to foreign imports. This has origins in capitulations of the Ottoman Empire, dating back to the first commercial treaties signed with France in 1536 and taken further with capitulations in 1673 and 1740, which lowered duties to 3% for imports and exports. The liberal Ottoman policies were praised by British economists, such as John Ramsay McCulloch in his Dictionary of Commerce (1834), but later criticized by British politicians such as Prime Minister Benjamin Disraeli, who cited the Ottoman Empire as "an instance of the injury done by unrestrained competition" in the 1846 Corn Laws debate.
== Demographics ==
A population estimate for the empire of 11,692,480 for the 1520–1535 period was obtained by counting the households in Ottoman tithe registers, and multiplying this number by 5. For unclear reasons, the population in the 18th century was lower than that in the 16th century. An estimate of 7,230,660 for the first census held in 1831 is considered a serious undercount, as this census was meant only to register possible conscripts.Censuses of Ottoman territories only began in the early 19th century. Figures from 1831 onwards are available as official census results, but the censuses did not cover the whole population. For example, the 1831 census only counted men and did not cover the whole empire. For earlier periods estimates of size and distribution of the population are based on observed demographic patterns.
However, it began to rise to reach 25–32 million by 1800, with around 10 million in the European provinces (primarily in the Balkans), 11 million in the Asiatic provinces, and around 3 million in the African provinces. Population densities were higher in the European provinces, double those in Anatolia, which in turn were triple the population densities of Iraq and Syria and five times the population density of Arabia.Towards the end of the empire's existence life expectancy was 49 years, compared to the mid-twenties in Serbia at the beginning of the 19th century. Epidemic diseases and famine caused major disruption and demographic changes. In 1785 around one-sixth of the Egyptian population died from the plague and Aleppo saw its population reduced by twenty percent in the 18th century. Six famines hit Egypt alone between 1687 and 1731 and the last famine to hit Anatolia was four decades later.The rise of port cities saw the clustering of populations caused by the development of steamships and railroads. Urbanization increased from 1700 to 1922, with towns and cities growing. Improvements in health and sanitation made them more attractive to live and work in. Port cities like Salonica, in Greece, saw its population rise from 55,000 in 1800 to 160,000 in 1912 and İzmir which had a population of 150,000 in 1800 grew to 300,000 by 1914. Some regions conversely had population falls—Belgrade saw its population drop from 25,000 to 8,000 mainly due to political strife.
Economic and political migrations made an impact across the empire. For example, the Russian and Austria-Habsburg annexation of the Crimean and Balkan regions respectively saw large influxes of Muslim refugees—200,000 Crimean Tartars fleeing to Dobruja. Between 1783 and 1913, approximately 5–7 million refugees flooded into the Ottoman Empire, at least 3.8 million of whom were from Russia. Some migrations left indelible marks such as political tension between parts of the empire (e.g., Turkey and Bulgaria), whereas centrifugal effects were noticed in other territories, simpler demographics emerging from diverse populations. Economies were also impacted by the loss of artisans, merchants, manufacturers, and agriculturists. Since the 19th century, a large proportion of Muslim peoples from the Balkans emigrated to present-day Turkey. These people are called Muhacir. By the time the Ottoman Empire came to an end in 1922, half of the urban population of Turkey was descended from Muslim refugees from Russia.
=== Language ===
Ottoman Turkish was the official language of the Empire. It was an Oghuz Turkic language highly influenced by Persian and Arabic, though lower registries spoken by the common people had fewer influences from other languages compared to higher varieties used by upper classes and governmental authorities. Turkish, in its Ottoman variation, was a language of military and administration since the nascent days of the Ottomans. The Ottoman constitution of 1876 did officially cement the official imperial status of Turkish.The Ottomans had several influential languages: Turkish, spoken by the majority of the people in Anatolia and by the majority of Muslims of the Balkans except in Albania, Bosnia and the Megleno-Romanian-inhabited Nânti; Persian, only spoken by the educated; Arabic, spoken mainly in Egypt, the Levant, Arabia, Iraq, North Africa, Kuwait and parts of the Horn of Africa and Berber in North Africa. In the last two centuries, usage of these became limited, though, and specific: Persian served mainly as a literary language for the educated, while Arabic was used for Islamic prayers. In the post-Tanzimat period French became the common Western language among the educated.Because of a low literacy rate among the public (about 2–3% until the early 19th century and just about 15% at the end of the 19th century), ordinary people had to hire scribes as "special request-writers" (arzuhâlcis) to be able to communicate with the government. Some ethnic groups continued to speak within their families and neighborhoods (mahalles) with their own languages, though many non-Muslim minorities such as Greeks and Armenians only spoke Turkish. In villages where two or more populations lived together, the inhabitants would often speak each other's language. In cosmopolitan cities, people often spoke their family languages; many of those who were not ethnic Turks spoke Turkish as a second language.
=== Religion ===
Sunni Islam was the prevailing Dīn (customs, legal traditions, and religion) of the Ottoman Empire; the official Madh'hab (school of Islamic jurisprudence) was Hanafi. From the early 16th century until the early 20th century, the Ottoman sultan also served as the caliph, or politico-religious leader, of the Muslim world. Most of the Ottoman Sultans adhered to Sufism and followed Sufi orders, and believed Sufism was the correct way to reach God.Non-Muslims, particularly Christians and Jews, were present throughout the empire's history. The Ottoman imperial system was charactised by an intricate combination of official Muslim hegemony over non-Muslims and a wide degree of religious tolerance. While religious minorities were never equal under the law, they were granted recognition, protection, and limited freedoms under both Islamic and Ottoman tradition.Until the second half of the 15th century, the majority of Ottoman subjects were Christian. Non-Muslims remained a significant and economically influential minority, albeit declining significantly by the 19th century, due largely to migration and secession. The proportion of Muslims amounted to 60% in the 1820s, gradually increasing to 69% in the 1870s and 76% in the 1890s. By 1914, less than a fifth of the empire's population (19.1%) was non-Muslim, mostly made up of Jews and Christian Greeks, Assyrians, and Armenians.
==== Islam ====
Turkic peoples practiced a form of shamanism before adopting Islam. The Muslim conquest of Transoxiana under the Abbasids facilitated the spread of Islam into the Turkic heartland of Central Asia. Many Turkic tribes—including the Oghuz Turks, who were the ancestors of both the Seljuks and the Ottomans—gradually converted to Islam and brought religion to Anatolia through their migrations beginning in the 11th century. From its founding, the Ottoman Empire officially supported the Maturidi school of Islamic theology, which emphasized human reason, rationality, the pursuit of science and philosophy (falsafa). The Ottomans were among the earliest and most enthusiastic adopters of the Hanafi school of Islamic jurisprudence, which was comparatively more flexible and discretionary in its rulings.The Ottoman Empire had a wide variety of Islamic sects, including Druze, Ismailis, Alevis, and Alawites. Sufism, a diverse body of Islamic mysticism, found fertile ground in Ottoman lands; many Sufi religious orders (tariqa), such as the Bektashi and Mevlevi, were either established, or saw significant growth, throughout the empire's history. However, some heterodox Muslim groups were viewed as heretical and even ranked below Jews and Christians in terms of legal protection; Druze were frequent targets of persecution, with Ottoman authorities often citing the controversial rulings of Ibn Taymiyya, a member of the conservative Hanbali school. In 1514, Sultan Selim I ordered the massacre of 40,000 Anatolian Alevis (Qizilbash), whom he considered a fifth column for the rival Safavid Empire.
During Selim's reign, the Ottoman Empire saw an unprecedented and rapid expansion into the Middle East, particularly the conquest of the entire Mamluk Sultanate of Egypt on the early 16th century. These conquests further solidified the Ottoman claim of being an Islamic caliphate, although Ottoman sultans had been claiming the title of caliph since the reign of Murad I (1362–1389). The caliphate was officially transferred from the Mamluks to the Ottoman sultanate in 1517, whose members would be recognized as caliphs until the office's abolition on 3 March 1924 by the Republic of Turkey (and the exile of the last caliph, Abdülmecid II, to France).
==== Christianity and Judaism ====
In accordance with the Muslim dhimmi system, the Ottoman Empire guaranteed limited freedoms to Christians, Jews, and other "people of the book", such as the right to worship, own property, and be exempt from the obligatory alms (zakat) required of Muslims. However, non-Muslims (or dhimmi) were subject to various legal restrictions, including being forbidden to carry weapons, ride on horseback, or have their homes overlook those of Muslims; likewise, they were required to pay higher taxes than Muslim subjects, including the jizya, which was a key source of state revenue. Many Christians and Jews converted to Islam to secure full social and legal status, though most continued to practice their faith without restriction.
The Ottomans developed a unique sociopolitical system known as the millet, which granted non-Muslim communities a large degree of political, legal, and religious autonomy; in essence, members of a millet were subjects of the empire but not subject to the Muslim faith or Islamic law. A millet could govern its own affairs, such as raising taxes and resolving internal legal disputes, with little or no interference from Ottoman authorities, so long as its members were loyal to the sultan and adhered to the rules concerning dhimmi. A quintessential example is the ancient Orthodox community of Mount Athos, which was permitted to retain its autonomy and was never subject to occupation or forced conversion; even special laws were enacted to protect it from outsiders.The Rum Millet, which encompassed most Eastern Orthodox Christians, was governed by the Byzantine-era Corpus Juris Civilis (Code of Justinian), with the Ecumenical Patriarch designated the highest religious and political authority (millet-bashi, or ethnarch). Likewise, Ottoman Jews came under the authority of the Haham Başı, or Ottoman Chief Rabbi, while Armenians were under the authority of the chief bishop of the Armenian Apostolic Church. As the largest group of non-Muslim subjects, the Rum Millet enjoyed several special privileges in politics and commerce; however, Jews and Armenians were also well represented among the wealthy merchant class, as well as in public administration.Some modern scholars consider the millet system to be an early example of religious pluralism, as it accorded minority religious groups official recognition and tolerance.
=== Social-political-religious structure ===
Beginning in the early 19th century, society, government, and religion were interrelated in a complex, overlapping way that was deemed inefficient by Atatürk, who systematically dismantled it after 1922. In Constantinople, the Sultan ruled two distinct domains: the secular government and the religious hierarchy. Religious officials formed the Ulama, who had control of religious teachings and theology, and also the Empire's judicial system, giving them a major voice in day-to-day affairs in communities across the Empire (but not including the non-Muslim millets). They were powerful enough to reject the military reforms proposed by Sultan Selim III. His successor Sultan Mahmud II (r. 1808–1839) first won ulama approval before proposing similar reforms. The secularisation program brought by Atatürk ended the ulema and their institutions. The caliphate was abolished, madrasas were closed down, and the sharia courts were abolished. He replaced the Arabic alphabet with Latin letters, ended the religious school system, and gave women some political rights. Many rural traditionalists never accepted this secularisation, and by the 1990s they were reasserting a demand for a larger role for Islam.
The Janissaries were a highly formidable military unit in the early years, but as Western Europe modernized its military organization technology, the Janissaries became a reactionary force that resisted all change. Steadily the Ottoman military power became outdated, but when the Janissaries felt their privileges were being threatened, or outsiders wanted to modernize them, or they might be superseded by the cavalrymen, they rose in rebellion. The rebellions were highly violent on both sides, but by the time the Janissaries were suppressed, it was far too late for Ottoman military power to catch up with the West. The political system was transformed by the destruction of the Janissaries, a powerful military/governmental/police force, which revolted in the Auspicious Incident of 1826. Sultan Mahmud II crushed the revolt executed the leaders and disbanded the large organization. That set the stage for a slow process of modernization of government functions, as the government sought, with mixed success, to adopt the main elements of Western bureaucracy and military technology.
The Janissaries had been recruited from Christians and other minorities; their abolition enabled the emergence of a Turkish elite to control the Ottoman Empire. The problem was that the Turkish element was very poorly educated, lacking higher schools of any sort, and locked into the Turkish language that used the Arabic alphabet that inhibited wider learning. A large number of ethnic and religious minorities were tolerated in their own separate segregated domains called millets. They were primarily Greek, Armenian, or Jewish. In each locality, they governed themselves, spoke their own language, ran their own schools, cultural and religious institutions, and paid somewhat higher taxes. They had no power outside the millet. The Imperial government protected them and prevented major violent clashes between ethnic groups. However, the millets showed very little loyalty to the Empire. Ethnic nationalism, based on distinctive religion and language, provided a centripetal force that eventually destroyed the Ottoman Empire. In addition, Muslim ethnic groups, which were not part of the millet system, especially the Arabs and the Kurds, were outside the Turkish culture and developed their own separate nationalism. The British sponsored Arab nationalism in the First World War, promising an independent Arab state in return for Arab support. Most Arabs supported the Sultan, but those near Mecca believed in and supported the British promise.
At the local level, power was held beyond the control of the Sultan by the ayans or local notables. The ayan collected taxes, formed local armies to compete with other notables, took a reactionary attitude toward political or economic change, and often defied policies handed down by the Sultan.The economic system made little progress. Printing was forbidden until the 18th century, for fear of defiling the secret documents of Islam. The millets, however, were allowed their own presses, using Greek, Hebrew, Armenian and other languages that greatly facilitated nationalism. The religious prohibition on charging interest foreclosed most of the entrepreneurial skills among Muslims, although it did flourish among the Jews and Christians.
After the 18th century, the Ottoman Empire was clearly shrinking, as Russia put on heavy pressure and expanded to its south; Egypt became effectively independent in 1805, and the British later took it over, along with Cyprus. Greece became independent, and Serbia and other Balkan areas became highly restive as the force of nationalism pushed against imperialism. The French took over Algeria and Tunisia. The Europeans all thought that the empire was a sick man in rapid decline. Only the Germans seemed helpful, and their support led to the Ottoman Empire joining the central powers in 1915, with the result that they came out as one of the heaviest losers of the First World War in 1918.
== Culture ==
The Ottomans absorbed some of the traditions, art, and institutions of cultures in the regions they conquered and added new dimensions to them. Numerous traditions and cultural traits of previous empires (in fields such as architecture, cuisine, music, leisure, and government) were adopted by the Ottoman Turks, who developed them into new forms, resulting in a new and distinctively Ottoman cultural identity. Although the predominant literary language of the Ottoman Empire was Turkish, Persian was the preferred vehicle for the projection of an imperial image.Slavery was part of Ottoman society, with most slaves employed as domestic servants. Agricultural slavery, like that in the Americas, was relatively rare. Unlike systems of chattel slavery, slaves under Islamic law were not regarded as movable property, and the children of female slaves were born legally free. Female slaves were still sold in the Empire as late as 1908. During the 19th century the Empire came under pressure from Western European countries to outlaw the practice. Policies developed by various sultans throughout the 19th century attempted to curtail the Ottoman slave trade but slavery had centuries of religious backing and sanction and so was never abolished in the Empire.Plague remained a major scourge in Ottoman society until the second quarter of the 19th century. "Between 1701 and 1750, 37 larger and smaller plague epidemics were recorded in Istanbul, and 31 between 1751 and 1801."Ottomans adopted Persian bureaucratic traditions and culture. The sultans also made an important contribution in the development of Persian literature.Language was not an obvious sign of group connection and identity in the 16th century among the rulers of the Ottoman Empire, Safavid Iran and Abu'l-Khayrid Shibanids of Central Asia. Hence the ruling classes of all three polities were bilingual in varieties of Persian and Turkic. But in the century's final quarter, linguistic adjustments occurred in the Ottoman and Safavid realms defined by a new rigidity that favoured Ottoman Turkish and Persian, respectively.
=== Education ===
In the Ottoman Empire, each millet established a schooling system serving its members. Education was therefore largely divided on ethnic and religious lines: few non-Muslims attended schools for Muslim students, and vice versa. Most institutions that served all ethnic and religious groups taught in French or other languages.Several "foreign schools" (Frerler mektebleri) operated by religious clergy primarily served Christians, although some Muslim students attended. Garnett described the schools for Christians and Jews as "organised upon European models", with "voluntary contributions" supporting their operation and most of them "well attended" and with "a high standard of education".
=== Literature ===
The two primary streams of Ottoman written literature are poetry and prose. Poetry was by far the dominant stream. Until the 19th century, Ottoman prose did not contain any examples of fiction: there were no counterparts to, for instance, the European romance, short story, or novel. Analog genres did exist, though, in both Turkish folk literature and in Divan poetry.
Ottoman Divan poetry was a highly ritualized and symbolic art form. From the Persian poetry that largely inspired it, it inherited a wealth of symbols whose meanings and interrelationships—both of similitude (مراعات نظير mura'ât-i nazîr / تناسب tenâsüb) and opposition (تضاد tezâd) were more or less prescribed. Divan poetry was composed through the constant juxtaposition of many such images within a strict metrical framework, allowing numerous potential meanings to emerge. The vast majority of Divan poetry was lyric in nature: either gazels (which make up the greatest part of the repertoire of the tradition), or kasîdes. But there were other common genres, especially the mesnevî, a kind of verse romance and thus a variety of narrative poetry; the two most notable examples of this form are the Leyli and Majnun of Fuzuli and the Hüsn ü Aşk of Şeyh Gâlib. The Seyahatnâme of Evliya Çelebi (1611–1682) is an outstanding example of travel literature.
Until the 19th century, Ottoman prose did not develop to the extent that contemporary Divan poetry did. A large part of the reason was that much prose was expected to adhere to the rules of sec (سجع, also transliterated as seci), or rhymed prose, a type of writing descended from the Arabic saj' that prescribed that between each adjective and noun in a string of words, such as a sentence, there must be a rhyme. Nevertheless, there was a tradition of prose in the literature of the time, though it was exclusively nonfictional. One apparent exception was Muhayyelât (Fancies) by Giritli Ali Aziz Efendi, a collection of stories of the fantastic written in 1796, though not published until 1867. The first novel published in the Ottoman Empire was Vartan Pasha's 1851 The Story of Akabi (Turkish: Akabi Hikyayesi). It was written in Turkish but with Armenian script.Due to historically close ties with France, French literature constituted the major Western influence on Ottoman literature in the latter half of the 19th century. As a result, many of the same movements prevalent in France during this period had Ottoman equivalents; in the developing Ottoman prose tradition, for instance, the influence of Romanticism can be seen during the Tanzimat period, and that of the Realist and Naturalist movements in subsequent periods; in the poetic tradition, on the other hand, the influence of the Symbolist and Parnassian movements was paramount.
Many of the writers in the Tanzimat period wrote in several different genres simultaneously; for instance, the poet Namık Kemal also wrote the important 1876 novel İntibâh (Awakening), while the journalist İbrahim Şinasi is noted for writing, in 1860, the first modern Turkish play, the one-act comedy Şair Evlenmesi (The Poet's Marriage). An earlier play, a farce titled Vakâyi'-i 'Acibe ve Havâdis-i Garibe-yi Kefşger Ahmed (The Strange Events and Bizarre Occurrences of the Cobbler Ahmed), dates from the beginning of the 19th century, but there is doubt about its authenticity. In a similar vein, the novelist Ahmed Midhat Efendi wrote important novels in each of the major movements: Romanticism (Hasan Mellâh yâhud Sırr İçinde Esrâr, 1873; Hasan the Sailor, or The Mystery Within the Mystery), Realism (Henüz on Yedi Yaşında, 1881; Just Seventeen Years Old), and Naturalism (Müşâhedât, 1891; Observations). This diversity was, in part, due to Tanzimat writers' wish to disseminate as much of the new literature as possible, in the hopes that it would contribute to a revitalization of Ottoman social structures.
=== Media ===
The media of the Ottoman Empire was diverse, with newspapers and journals published in languages including French, Greek, and German. Many of these publications were centered in Constantinople, but there were also French-language newspapers produced in Beirut, Salonika, and Smyrna. Non-Muslim ethnic minorities in the empire used French as a lingua franca and used French-language publications, while some provincial newspapers were published in Arabic. The use of French in the media persisted until the end of the empire in 1923 and for a few years thereafter in the Republic of Turkey.
=== Architecture ===
The architecture of the empire developed from earlier Seljuk Turkish architecture, with influences from Byzantine and Iranian architecture and other architectural traditions in the Middle East. Early Ottoman architecture experimented with multiple building types over the course of the 13th to 15th centuries, progressively evolving into the Classical Ottoman style of the 16th and 17th centuries, which was also strongly influenced by the Hagia Sophia. The most important architect of the Classical period is Mimar Sinan, whose major works include the Şehzade Mosque, Süleymaniye Mosque, and Selimiye Mosque. The greatest of the court artists enriched the Ottoman Empire with many pluralistic artistic influences, such as mixing traditional Byzantine art with elements of Chinese art. The second half of the 16th century also saw the apogee of certain decorative arts, most notably in the use of Iznik tiles.Beginning in the 18th century, Ottoman architecture was influenced by the Baroque architecture in Western Europe, resulting in the Ottoman Baroque style. Nuruosmaniye Mosque is one of the most important examples from this period. The last Ottoman period saw more influences from Western Europe, brought in by architects such as those from the Balyan family. Empire style and Neoclassical motifs were introduced and a trend towards eclecticism was evident in many types of buildings, such as the Dolmabaçe Palace. The last decades of the Ottoman Empire also saw the development of a new architectural style called neo-Ottoman or Ottoman revivalism, also known as the First National Architectural Movement, by architects such as Mimar Kemaleddin and Vedat Tek.Ottoman dynastic patronage was concentrated in the historic capitals of Bursa, Edirne, and Istanbul (Constantinople), as well as in several other important administrative centers such as Amasya and Manisa. It was in these centers that most important developments in Ottoman architecture occurred and that the most monumental Ottoman architecture can be found. Major religious monuments were typically architectural complexes, known as a külliye, that had multiple components providing different services or amenities. In addition to a mosque, these could include a madrasa, a hammam, an imaret, a sebil, a market, a caravanserai, a primary school, or others. These complexes were governed and managed with the help of a vakıf agreement (Arabic waqf). Ottoman constructions were still abundant in Anatolia and in the Balkans (Rumelia), but in the more distant Middle Eastern and North African provinces older Islamic architectural styles continued to hold strong influence and were sometimes blended with Ottoman styles.
=== Decorative arts ===
The tradition of Ottoman miniatures, painted to illustrate manuscripts or used in dedicated albums, was heavily influenced by the Persian art form, though it also included elements of the Byzantine tradition of illumination and painting. A Greek academy of painters, the Nakkashane-i-Rum, was established in the Topkapi Palace in the 15th century, while early in the following century a similar Persian academy, the Nakkashane-i-Irani, was added. Surname-i Hümayun (Imperial Festival Books) were albums that commemorated celebrations in the Ottoman Empire in pictorial and textual detail.
Ottoman illumination covers non-figurative painted or drawn decorative art in books or on sheets in muraqqa or albums, as opposed to the figurative images of the Ottoman miniature. It was a part of the Ottoman Book Arts together with the Ottoman miniature (taswir), calligraphy (hat), Islamic calligraphy, bookbinding (cilt) and paper marbling (ebru). In the Ottoman Empire, illuminated and illustrated manuscripts were commissioned by the Sultan or the administrators of the court. In Topkapi Palace, these manuscripts were created by the artists working in Nakkashane, the atelier of the miniature and illumination artists. Both religious and non-religious books could be illuminated. Also, sheets for albums levha consisted of illuminated calligraphy (hat) of tughra, religious texts, verses from poems or proverbs, and purely decorative drawings.
The art of carpet weaving was particularly significant in the Ottoman Empire, carpets having an immense importance both as decorative furnishings, rich in religious and other symbolism and as a practical consideration, as it was customary to remove one's shoes in living quarters. The weaving of such carpets originated in the nomadic cultures of central Asia (carpets being an easily transportable form of furnishing), and eventually spread to the settled societies of Anatolia. Turks used carpets, rugs, and kilims not just on the floors of a room but also as a hanging on walls and doorways, where they provided additional insulation. They were also commonly donated to mosques, which often amassed large collections of them.
=== Music and performing arts ===
Ottoman classical music was an important part of the education of the Ottoman elite. A number of the Ottoman sultans have accomplished musicians and composers themselves, such as Selim III, whose compositions are often still performed today. Ottoman classical music arose largely from a confluence of Byzantine music, Armenian music, Arabic music, and Persian music. Compositionally, it is organized around rhythmic units called usul, which are somewhat similar to meter in Western music, and melodic units called makam, which bear some resemblance to Western musical modes.
The instruments used are a mixture of Anatolian and Central Asian instruments (the saz, the bağlama, the kemence), other Middle Eastern instruments (the ud, the tanbur, the kanun, the ney), and—later in the tradition—Western instruments (the violin and the piano). Because of a geographic and cultural divide between the capital and other areas, two broadly distinct styles of music arose in the Ottoman Empire: Ottoman classical music and folk music. In the provinces, several different kinds of folk music were created. The most dominant regions with their distinguished musical styles are Balkan-Thracian Türküs, North-Eastern (Laz) Türküs, Aegean Türküs, Central Anatolian Türküs, Eastern Anatolian Türküs, and Caucasian Türküs. Some of the distinctive styles were: Janissary music, Roma music, Belly dance, Turkish folk music.
The traditional shadow play called Karagöz and Hacivat was widespread throughout the Ottoman Empire and featured characters representing all of the major ethnic and social groups in that culture. It was performed by a single puppet master, who voiced all of the characters, and accompanied by tambourine (def). Its origins are obscure, deriving perhaps from an older Egyptian tradition, or possibly from an Asian source.
=== Cuisine ===
Ottoman cuisine is the cuisine of the capital, Constantinople (Istanbul), and the regional capital cities, where the melting pot of cultures created a common cuisine that most of the population regardless of ethnicity shared. This diverse cuisine was honed in the Imperial Palace's kitchens by chefs brought from certain parts of the Empire to create and experiment with different ingredients. The creations of the Ottoman Palace's kitchens filtered to the population, for instance through Ramadan events, and through the cooking at the Yalıs of the Pashas, and from there on spread to the rest of the population.
Much of the cuisine of former Ottoman territories today is descended from a shared Ottoman cuisine, especially Turkish, and including Greek, Balkan, Armenian, and Middle Eastern cuisines. Many common dishes in the region, descendants of the once-common Ottoman cuisine, include yogurt, döner kebab/gyro/shawarma, cacık/tzatziki, ayran, pita bread, feta cheese, baklava, lahmacun, moussaka, yuvarlak, köfte/keftés/kofta, börek/boureki, rakı/rakia/tsipouro/tsikoudia, meze, dolma, sarma, rice pilaf, Turkish coffee, sujuk, kashk, keşkek, manti, lavash, kanafeh, and more.
=== Sports ===
The main sports Ottomans were engaged in were Turkish wrestling, hunting, Turkish archery, horseback riding, equestrian javelin throw, arm wrestling, and swimming. European model sports clubs were formed with the spreading popularity of football matches in 19th century Constantinople. The leading clubs, according to timeline, were Beşiktaş Gymnastics Club (1903), Galatasaray Sports Club (1905), Fenerbahçe Sports Club (1907), MKE Ankaragücü (formerly Turan Sanatkaragücü) (1910) in Constantinople. Football clubs were formed in other provinces too, such as Karşıyaka Sports Club (1912), Altay Sports Club (1914) and Turkish Fatherland Football Club (later Ülküspor) (1914) of İzmir.
== Science and technology ==
Over the course of Ottoman history, the Ottomans managed to build a large collection of libraries complete with translations of books from other cultures, as well as original manuscripts. A great part of this desire for local and foreign manuscripts arose in the 15th century. Sultan Mehmet II ordered Georgios Amiroutzes, a Greek scholar from Trabzon, to translate and make available to Ottoman educational institutions the geography book of Ptolemy. Another example is Ali Qushji – an astronomer, mathematician and physicist originally from Samarkand – who became a professor in two madrasas and influenced Ottoman circles as a result of his writings and the activities of his students, even though he only spent two or three years in Constantinople before his death.
Taqi al-Din built the Constantinople observatory of Taqi al-Din in 1577, where he carried out observations until 1580. He calculated the eccentricity of the Sun's orbit and the annual motion of the apogee. However, the observatory's primary purpose was almost certainly astrological rather than astronomical, leading to its destruction in 1580 due to the rise of a clerical faction that opposed its use for that purpose. He also experimented with steam power in Ottoman Egypt in 1551, when he described a steam jack driven by a rudimentary steam turbine.In 1660 the Ottoman scholar Ibrahim Efendi al-Zigetvari Tezkireci translated Noël Duret's French astronomical work (written in 1637) into Arabic.Şerafeddin Sabuncuoğlu was the author of the first surgical atlas and the last major medical encyclopaedia from the Islamic world. Though his work was largely based on Abu al-Qasim al-Zahrawi's Al-Tasrif, Sabuncuoğlu introduced many innovations of his own. Female surgeons were also illustrated for the first time. Since, the Ottoman Empire is credited with the invention of several surgical instruments in use such as forceps, catheters, scalpels and lancets as well as pincers.An example of a watch that measured time in minutes was created by an Ottoman watchmaker, Meshur Sheyh Dede, in 1702.In the early 19th century, Egypt under Muhammad Ali began using steam engines for industrial manufacturing, with industries such as ironworks, textile manufacturing, paper mills and hulling mills moving towards steam power. Economic historian Jean Batou argues that the necessary economic conditions existed in Egypt for the adoption of oil as a potential energy source for its steam engines later in the 19th century.In the 19th century, Ishak Efendi is credited with introducing the then current Western scientific ideas and developments to the Ottoman and wider Muslim world, as well as the invention of a suitable Turkish and Arabic scientific terminology, through his translations of Western works.
== See also ==
Turkic History
Outline of the Ottoman Empire
Bibliography of the Ottoman Empire
Gunpowder empires
Historiography of the fall of the Ottoman Empire
Index of Ottoman Empire-related articles
List of battles involving the Ottoman Empire
List of Ottoman conquests, sieges and landings
List of wars involving the Ottoman Empire
Ottoman wars in Europe
The Inspection Board of Finance of Turkey (1879)
16 Great Turkic Empires
== References ==
=== Footnotes ===
=== Citations ===
=== Sources ===
== Further reading ==
=== General surveys ===
== External links ==
Ottoman Text Archive Project
Ottoman and Turkish Studies Resources – University of Michigan
Historians of the Ottoman Empire - University of Chicago
Turkey in Asia, 1920
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Vietnam
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Vietnam (Vietnamese: Việt Nam, [vîət nāːm] ), officially the Socialist Republic of Vietnam (SRV), is a country at the eastern edge of mainland Southeast Asia, with an area of 331,212 square kilometres (127,882 sq mi) and a population of over 100 million, making it the world's fifteenth-most populous country. Vietnam shares land borders with China to the north, and Laos and Cambodia to the west. It shares maritime borders with Thailand through the Gulf of Thailand, and the Philippines, Indonesia, and Malaysia through the South China Sea. Its capital is Hanoi and its largest city is Ho Chi Minh City (commonly referred to by its former name, Saigon).
Vietnam was inhabited by the Paleolithic age, with states established in the first millennium BC on the Red River Delta in modern-day northern Vietnam. The Han dynasty annexed Northern and Central Vietnam under Chinese rule from 111 BC, until the first dynasty emerged in 939. Successive monarchical dynasties absorbed Chinese influences through Confucianism and Buddhism, and expanded southward to the Mekong Delta, conquering Champa. During most of the 17th and 18th centuries, Vietnam was effectively divided into two domains of Đàng Trong and Đàng Ngoài. The Nguyễn—the last imperial dynasty—surrendered to France in 1883. In 1887, its territory was integrated into French Indochina as three separate regions. In the immediate aftermath of World War II, the nationalist coalition Viet Minh, led by the communist revolutionary Ho Chi Minh, launched the August Revolution and declared Vietnam's independence in 1945.
Vietnam went through prolonged warfare in the 20th century. After World War II, France returned to reclaim colonial power in the First Indochina War, from which Vietnam emerged victorious in 1954. As a result of the treaties signed between the Viet Minh and France, Vietnam was also separated into two parts. The Vietnam War began shortly after, between the communist North, supported by the Soviet Union and China, and the anti-communist South, supported by the United States. Upon the North Vietnamese victory in 1975, Vietnam reunified as a unitary socialist state under the Communist Party of Vietnam (CPV) in 1976. An ineffective planned economy, a trade embargo by the West, and wars with Cambodia and China crippled the country further. In 1986, the CPV initiated economic and political reforms similar to the Chinese economic reform, transforming the country to a socialist-oriented market economy. The reforms facilitated Vietnamese reintegration into the global economy and politics.
A developing country with a lower-middle-income economy, Vietnam is nonetheless one of the fastest-growing economies of the 21st century. Vietnam has high levels of corruption, censorship, environmental issues and a poor human rights record; the country ranks among the lowest in international measurements of civil liberties, freedom of the press, and freedom of religion and ethnic minorities. It is part of international and intergovernmental institutions including the ASEAN, the APEC, the CPTPP, the Non-Aligned Movement, the OIF, and the WTO. It has assumed a seat on the United Nations Security Council twice.
== Etymology ==
The name Việt Nam (Vietnamese pronunciation: [viə̀t naːm], chữ Hán: 越南), literally "Viet South", means "Viet of the South" per Vietnamese word order or "South of the Viet" per Classical Chinese word order. A variation of the name, Nanyue (or Nam Việt, 南越), was first documented in the 2nd century BC. The term "Việt" (Yue) (Chinese: 越; pinyin: Yuè; Cantonese Yale: Yuht; Wade–Giles: Yüeh4; Vietnamese: Việt) in Early Middle Chinese was first written using the logograph "戉" for an axe (a homophone), in oracle bone and bronze inscriptions of the late Shang dynasty (c. 1200 BC), and later as "越". At that time it referred to a people or chieftain to the northwest of the Shang. In the early 8th century BC, a tribe on the middle Yangtze were called the Yangyue, a term later used for peoples further south. Between the 7th and 4th centuries BC Yue/Việt referred to the State of Yue in the lower Yangtze basin and its people. From the 3rd century BC the term was used for the non-Chinese populations of southern China and northern Vietnam, with particular ethnic groups called Minyue, Ouyue, Luoyue (Vietnamese: Lạc Việt), etc., collectively called the Baiyue (Bách Việt, Chinese: 百越; pinyin: Bǎiyuè; Cantonese Yale: Baak Yuet; Vietnamese: Bách Việt; "Hundred Yue/Viet"). The term Baiyue/Bách Việt first appeared in the book Lüshi Chunqiu compiled around 239 BC. By the 17th and 18th centuries AD, educated Vietnamese apparently referred to themselves as nguoi Viet (Viet people) or nguoi nam (southern people).The form Việt Nam (越南) is first recorded in the 16th-century oracular poem Sấm Trạng Trình. The name has also been found on 12 steles carved in the 16th and 17th centuries, including one at Bao Lam Pagoda in Hải Phòng that dates to 1558. In 1802, Nguyễn Phúc Ánh (who later became Emperor Gia Long) established the Nguyễn dynasty. In the second year of his rule, he asked the Jiaqing Emperor of the Qing dynasty to confer on him the title 'King of Nam Việt / Nanyue' (南越 in Chinese character) after seizing power in Annam. The Emperor refused because the name was related to Zhao Tuo's Nanyue, which included the regions of Guangxi and Guangdong in southern China. The Qing Emperor, therefore, decided to call the area "Việt Nam" instead, meaning "South of the Viet" per Classical Chinese word order but the Vietnamese understood it as "Viet of the South" per Vietnamese word order. Between 1804 and 1813, the name Vietnam was used officially by Emperor Gia Long. It was revived in the early 20th century in Phan Bội Châu's History of the Loss of Vietnam, and later by the Vietnamese Nationalist Party (VNQDĐ). The country was usually called Annam until 1945, when the imperial government in Huế adopted Việt Nam.
== History ==
=== Prehistory and early history ===
Archaeological excavations have revealed the existence of humans in what is now Vietnam as early as the Paleolithic age. Stone artefacts excavated in Gia Lai province have been claimed to date to 0.78 Ma, based on associated find of tektites, however this claim has been challenged because tektites are often found in archaeological sites of various ages in Vietnam. Homo erectus fossils dating to around 500,000 BC have been found in caves in Lạng Sơn and Nghệ An provinces in northern Vietnam. The oldest Homo sapiens fossils from mainland Southeast Asia are of Middle Pleistocene provenance, and include isolated tooth fragments from Tham Om and Hang Hum. Teeth attributed to Homo sapiens from the Late Pleistocene have been found at Dong Can, and from the Early Holocene at Mai Da Dieu, Lang Gao and Lang Cuom. Areas comprising what is now Vietnam participated in the Maritime Jade Road, as ascertained by archeological research.By about 1,000 BC, the development of wet-rice cultivation in the Ma River and Red River floodplains led to the flourishing of Đông Sơn culture, notable for its bronze casting used to make elaborate bronze Đông Sơn drums. At this point, the early Vietnamese kingdoms of Văn Lang and Âu Lạc appeared, and the culture's influence spread to other parts of Southeast Asia, including Maritime Southeast Asia, throughout the first millennium BC.
=== Dynastic Vietnam ===
According to Vietnamese legends, Hồng Bàng dynasty of the Hùng kings first established in 2879 BC is considered the first state in the history of Vietnam (then known as Xích Quỷ and later Văn Lang). In 257 BC, the last Hùng king was defeated by Thục Phán. He consolidated the Lạc Việt and Âu Việt tribes to form the Âu Lạc, proclaiming himself An Dương Vương. In 179 BC, a Chinese general named Zhao Tuo ("Triệu Đà") defeated An Dương Vương and consolidated Âu Lạc into Nanyue. However, Nanyue was itself incorporated into the empire of the Chinese Han dynasty in 111 BC after the Han–Nanyue War. For the next thousand years, what is now northern Vietnam remained mostly under Chinese rule. Early independence movements, such as those of the Trưng Sisters and Lady Triệu, were temporarily successful, though the region gained a longer period of independence as Vạn Xuân under the Anterior Lý dynasty between AD 544 and 602. By the early 10th century, Northern Vietnam had gained autonomy, but not sovereignty, under the Khúc family.In AD 938, the Vietnamese lord Ngô Quyền defeated the forces of the Chinese Southern Han state at Bạch Đằng River and achieved full independence for Vietnam in 939 after a millennium of Chinese domination. By the 960s, the dynastic Đại Việt (Great Viet) kingdom was established, Vietnamese society enjoyed a golden era under the Lý and Trần dynasties. During the rule of the Trần Dynasty, Đại Việt repelled three Mongol invasions. Meanwhile, the Mahāyāna branch of Buddhism flourished and became the state religion. Following the 1406–7 Ming–Hồ War, which overthrew the Hồ dynasty, Vietnamese independence was interrupted briefly by the Chinese Ming dynasty, but was restored by Lê Lợi, the founder of the Lê dynasty. The Vietnamese polity reached their zenith in the Lê dynasty of the 15th century, especially during the reign of emperor Lê Thánh Tông (1460–1497). Between the 11th and 18th centuries, the Vietnamese polity expanded southward in a gradual process known as Nam tiến ("Southward expansion"), eventually conquering the kingdom of Champa and part of the Khmer Kingdom.From the 16th century onward, civil strife and frequent political infighting engulfed much of Dai Viet. First, the Chinese-supported Mạc dynasty challenged the Lê dynasty's power. After the Mạc dynasty was defeated, the Lê dynasty was nominally reinstalled. Actual power, however, was divided between the northern Trịnh lords and the southern Nguyễn lords, who engaged in a civil war for more than four decades before a truce was called in the 1670s. Vietnam was divided into North (Trịnh) and South (Nguyễn) from 1600 to 1777. During this period, the Nguyễn expanded southern Vietnam into the Mekong Delta, annexing the Central Highlands and the Khmer lands in the Mekong Delta. The division of the country ended a century later when the Tây Sơn brothers helped Trịnh to end Nguyễn, they also established new dynasty and ended Trịnh. However, their rule did not last long, and they were defeated by the remnants of the Nguyễn lords, led by Nguyễn Ánh. Nguyễn Ánh unified Vietnam, and established the Nguyễn dynasty, ruling under the name Gia Long.
=== French Indochina ===
In the 1500s, the Portuguese explored the Vietnamese coast and reportedly erected a stele on the Chàm Islands to mark their presence. By 1533, they began landing in the Vietnamese delta but were forced to leave because of local turmoil and fighting. They also had less interest in the territory than they did in China and Japan. After they had settled in Macau and Nagasaki to begin the profitable Macau–Japan trade route, the Portuguese began to involve themselves in trade with Hội An. Portuguese traders and Jesuit missionaries under the Padroado system were active in both Vietnamese realms of Đàng Trong (Cochinchina or Quinan) and Đàng Ngoài (Tonkin) in the 17th century. The Dutch also tried to establish contact with Quinan in 1601 but failed to sustain a presence there after several violent encounters with the locals. The Dutch East India Company (VOC) only managed to establish official relations with Tonkin in the spring of 1637 after leaving Dejima in Japan to establish trade for silk. Meanwhile, in 1613, the first English attempt to establish contact with Hội An failed following a violent incident involving the Honourable East India Company. By 1672 the English did establish relations with Tonkin and were allowed to reside in Phố Hiến.
Between 1615 and 1753, French traders also engaged in trade in Vietnam. The first French missionaries arrived in 1658, under the Portuguese Padroado. From its foundation, the Paris Foreign Missions Society under Propaganda Fide actively sent missionaries to Vietnam, entering Cochinchina first in 1664 and Tonkin first in 1666. Spanish Dominicans joined the Tonkin mission in 1676, and Franciscans were in Cochinchina from 1719 to 1834. The Vietnamese authorities began to feel threatened by continuous Christianisation activities. After several Catholic missionaries were detained, the French Navy intervened in 1843 to free them, as the kingdom was perceived as xenophobic. In a series of conquests from 1859 to 1885, France eroded Vietnam's sovereignty. At the siege of Tourane in 1858, France was aided by Spain (with Filipino, Latin American, and Spanish troops from the Philippines) and perhaps some Tonkinese Catholics. After the 1862 Treaty, and especially after France completely conquered Lower Cochinchina in 1867, the Văn Thân movement of scholar-gentry class arose and committed violence against Catholics across central and northern Vietnam.Between 1862 and 1867, the southern third of the country became the French colony of Cochinchina. By 1884, the entire country was under French rule, with the central and northern parts of Vietnam separated into the two protectorates of Annam and Tonkin. The three entities were formally integrated into the union of French Indochina in 1887. The French administration imposed significant political and cultural changes on Vietnamese society. A Western-style system of modern education introduced new humanist values. Most French settlers in Indochina were concentrated in Cochinchina, particularly in Saigon, and in Hanoi, the colony's capital.During the colonial period, guerrillas of the royalist Cần Vương movement rebelled against French rule and massacred around a third of Vietnam's Christian population. After a decade of resistance, they were defeated in the 1890s by the Catholics in reprisal for their earlier massacres. Another large-scale rebellion, the Thái Nguyên uprising, was also suppressed heavily. The French developed a plantation economy to promote export of tobacco, indigo, tea and coffee. However, they largely ignored the increasing demands for civil rights and self-government. An increasing dissatisfaction, even led to half-hearted, badly co-ordinated, and still worsely executed plots to oust the French, like the infamous Hanoi Poison Plot of 1908.
A nationalist political movement soon emerged, with leaders like Phan Bội Châu, Phan Châu Trinh, Phan Đình Phùng, Emperor Hàm Nghi, and Hồ Chí Minh fighting or calling for independence. This resulted in the 1930 Yên Bái mutiny by the Vietnamese Nationalist Party (VNQDĐ), which the French quashed. The mutiny split the independence movement, as many leading members converted to communism.The French maintained full control of their colonies until World War II, when the war in the Pacific led to the Japanese invasion of French Indochina in 1940. Afterwards, the Japanese Empire was allowed to station its troops in Vietnam while the pro-Vichy French colonial administration continued. Japan exploited Vietnam's natural resources to support its military campaigns, culminating in a full-scale takeover of the country in March 1945. This led to the Vietnamese Famine of 1945 which killed up to two million people.
=== First Indochina War ===
In 1941, the Việt Minh, a nationalist liberation movement based on a communist ideology, emerged under the Vietnamese revolutionary leader Hồ Chí Minh. The Việt Minh sought independence for Vietnam from France and the end of the Japanese occupation. After the military defeat of Japan in World War II and the fall of its puppet government Empire of Vietnam in August 1945, Saigon's administrative services collapsed and chaos, riots, and murder were widespread. The Việt Minh occupied Hanoi and proclaimed a provisional government, which asserted national independence on 2 September.In July 1945, the Allies had decided to divide Indochina at the 16th parallel to allow Chiang Kai-shek of the Republic of China to receive the Japanese surrender in the north while Britain's Lord Louis Mountbatten received their surrender in the south. The Allies agreed that Indochina still belonged to France.
But as the French were weakened by the German occupation, British-Indian forces and the remaining Japanese Southern Expeditionary Army Group were used to maintain order and help France reestablish control through the 1945–1946 War in Vietnam. Hồ initially chose to take a moderate stance to avoid military conflict with France, asking the French to withdraw their colonial administrators and for French professors and engineers to help build a modern independent Vietnam. But the Provisional Government of the French Republic did not act on these requests, including the idea of independence, and dispatched the French Far East Expeditionary Corps to restore colonial rule. This resulted in the Việt Minh launching a guerrilla campaign against the French in late 1946. The resulting First Indochina War lasted until July 1954. The defeat of French colonialists and Vietnamese loyalists in the 1954 battle of Điện Biên Phủ allowed Hồ to negotiate a ceasefire from a favourable position at the subsequent Geneva Conference.The colonial administration was thereby ended and French Indochina was dissolved under the Geneva Accords of 21 July 1954 into three countries—Vietnam, and the kingdoms of Cambodia and Laos. Vietnam was further divided into North and South administrative regions at the Demilitarised Zone, roughly along the 17th parallel north (pending elections scheduled for July 1956). A 300-day period of free movement was permitted, during which almost a million northerners, mainly Catholics, moved south, fearing persecution by the communists. This migration was in large part aided by the United States military through Operation Passage to Freedom. The partition of Vietnam by the Geneva Accords was not intended to be permanent, and stipulated that Vietnam would be reunited after the elections. But in 1955, the southern State of Vietnam's prime minister, Ngô Đình Diệm, toppled Bảo Đại in a fraudulent referendum organised by his brother Ngô Đình Nhu, and proclaimed himself president of the Republic of Vietnam. This effectively replaced the internationally recognised State of Vietnam by the Republic of Vietnam in the south—supported by the United States, France, Laos, Republic of China and Thailand—and Hồ's Democratic Republic of Vietnam in the north, supported by the Soviet Union, Sweden, Khmer Rouge, and the People's Republic of China.
=== Vietnam War ===
From 1953 to 1956, the North Vietnamese government instituted agrarian reforms including "rent reduction" and "land reform", which resulted in significant political repression. This included 13,500 to as many as 100,000 executions. In the South, Diệm countered North Vietnamese subversion (including the assassination of over 450 South Vietnamese officials in 1956) by detaining tens of thousands of suspected communists in "political reeducation centres". This program incarcerated many non-communists, but was successful at curtailing communist activity in the country, if only for a time. The North Vietnamese government claimed that 2,148 people were killed in the process by November 1957. The pro-Hanoi Việt Cộng began a guerrilla campaign in South Vietnam in the late 1950s to overthrow Diệm's government. From 1960, the Soviet Union and North Vietnam signed treaties providing for further Soviet military support.
In 1963, Buddhist discontent with Diệm's Catholic regime erupted into mass demonstrations, leading to a violent government crackdown. This led to the collapse of Diệm's relationship with the United States, and ultimately to a 1963 coup in which he and Nhu were assassinated. The Diệm era was followed by more than a dozen successive military governments, before the pairing of Air Marshal Nguyễn Cao Kỳ and General Nguyễn Văn Thiệu took control in mid-1965. Thiệu gradually outmaneuvered Kỳ and cemented his grip on power in fraudulent elections in 1967 and 1971. During this political instability, the communists began to gain ground. To support South Vietnam's struggle against the communist insurgency, the United States used the 1964 Gulf of Tonkin incident as a pretext for increasing its contribution of military advisers. US forces became involved in ground combat operations by 1965, and at their peak several years later, numbered more than 500,000. The US also engaged in sustained aerial bombing. Meanwhile, China and the Soviet Union provided North Vietnam with significant material aid and 15,000 combat advisers. Communist forces supplying the Việt Cộng carried supplies along the Hồ Chí Minh trail, which passed through Laos.The communists attacked South Vietnamese targets during the 1968 Tết Offensive. The campaign failed militarily, but shocked the American establishment and turned US public opinion against the war. During the offensive, communist troops massacred over 3,000 civilians at Huế. Facing an increasing casualty count, rising domestic opposition to the war, and growing international condemnation, the US began withdrawing from ground combat roles in the early 1970s. This also entailed an unsuccessful effort to strengthen and stabilise South Vietnam. Following the Paris Peace Accords of 27 January 1973, all American combat troops were withdrawn by 29 March 1973. In December 1974, North Vietnam captured the province of Phước Long and started a full-scale offensive, culminating in the fall of Saigon on 30 April 1975. South Vietnam was ruled by a provisional government for almost eight years while under North Vietnamese military occupation.
=== Reunification and reforms ===
On 2 July 1976, North and South Vietnam were merged to form the Socialist Republic of Vietnam. The war devastated Vietnam and killed 966,000 to 3.8 million people. A 1974 US Senate subcommittee estimated nearly 1.4 million Vietnamese civilians were killed or wounded between 1965 and 1974—including 415,000 killed. In its aftermath, under Lê Duẩn's administration, there were no mass executions of South Vietnamese who had collaborated with the US or the defunct South Vietnamese government, confounding Western fears, but up to 300,000 South Vietnamese were sent to reeducation camps, where many endured torture, starvation, and disease while being forced to perform hard labour. The government embarked on a mass campaign of collectivisation of farms and factories. Many fled the country following the conclusion of the war. In 1978, in response to the Khmer Rouge government of Cambodia ordering massacres of Vietnamese residents in the border villages in the districts of An Giang and Kiên Giang, the Vietnamese military invaded Cambodia and removed them from power after occupying Phnom Penh. The intervention was a success, resulting in the establishment of a new, pro-Vietnam socialist government, the People's Republic of Kampuchea, which ruled until 1989. However, this worsened relations with China, which had supported the Khmer Rouge. China later launched a brief incursion into northern Vietnam in 1979, causing Vietnam to rely even more heavily on Soviet economic and military aid, while mistrust of the Chinese government escalated.At the Sixth National Congress of the Communist Party of Vietnam (CPV) in December 1986, reformist politicians replaced the "old guard" government with new leadership. The reformers were led by 71-year-old Nguyễn Văn Linh, who became the party's new general secretary. He and the reformers implemented a series of free-market reforms known as Đổi Mới ("Renovation") that carefully managed the transition from a planned economy to a "socialist-oriented market economy". Although the authority of the state remained unchallenged under Đổi Mới, the government encouraged private ownership of farms and factories, economic deregulation, and foreign investment, while maintaining control over strategic industries. Subsequently, Vietnam's economy achieved strong growth in agricultural and industrial production, construction, exports, and foreign investment, although these reforms also resulted in a rise in income inequality and gender disparities.
== Geography ==
Vietnam is located on the eastern Indochinese Peninsula between the latitudes 8° and 24°N, and the longitudes 102° and 110°E. It covers a total area of approximately 331,212 km2 (127,882 sq mi). The combined length of the country's land boundaries is 4,639 km (2,883 mi), and its coastline is 3,444 km (2,140 mi) long. At its narrowest point in the central Quảng Bình Province, the country is as little as 50 kilometres (31 mi) across, though it widens to around 600 kilometres (370 mi) in the north. Vietnam's land is mostly hilly and densely forested, with level land covering no more than 20%. Mountains account for 40% of the country's land area, and tropical forests cover around 42%. The Red River Delta in the north, a flat, roughly triangular region covering 15,000 km2 (5,792 sq mi), is smaller but more intensely developed and more densely populated than the Mekong River Delta in the south. Once an inlet of the Gulf of Tonkin, it has been filled in over the millennia by riverine alluvial deposits. The delta, covering about 40,000 km2 (15,444 sq mi), is a low-level plain no more than 3 metres (9.8 ft) above sea level at any point. It is criss-crossed by a maze of rivers and canals, which carry so much sediment that the delta advances 60 to 80 metres (196.9 to 262.5 ft) into the sea every year. The exclusive economic zone of Vietnam covers 417,663 km2 (161,261 sq mi) in the South China Sea.
Southern Vietnam is divided into coastal lowlands, the mountains of the Annamite Range, and extensive forests. Comprising five relatively flat plateaus of basalt soil, the highlands account for 16% of the country's arable land and 22% of its total forested land. The soil in much of the southern part of Vietnam is relatively low in nutrients as a result of intense cultivation. Several minor earthquakes have been recorded. The northern part of the country consists mostly of highlands and the Red River Delta. Fansipan (also known as Phan Xi Păng), which is located in Lào Cai Province, is the highest mountain in Vietnam, standing 3,143 m (10,312 ft) high. From north to south Vietnam, the country also has numerous islands; Phú Quốc is the largest. The Hang Sơn Đoòng Cave is considered the largest known cave passage in the world since its discovery in 2009. The Ba Bể Lake and Mekong River are the largest lake and longest river in the country.
=== Climate ===
Due to differences in latitude and the marked variety in topographical relief, Vietnam's climate tends to vary considerably for each region. During the winter or dry season, extending roughly from November to April, the monsoon winds usually blow from the northeast along the Chinese coast and across the Gulf of Tonkin, picking up considerable moisture. The average annual temperature is generally higher in the plains than in the mountains, especially in southern Vietnam compared to the north. Temperatures vary less in the southern plains around Ho Chi Minh City and the Mekong Delta, ranging from between 21 and 35 °C (70 and 95 °F) over the year. In Hanoi and the surrounding areas of the Red River Delta, the temperatures are much lower between 15 and 33 °C (59 and 91 °F). Seasonal variations in the mountains, plateaus, and the northernmost areas are much more dramatic, with temperatures varying from 3 °C (37 °F) in December and January to 37 °C (99 °F) in July and August. During winter, snow occasionally falls over the highest peaks of the far northern mountains near the Chinese border. Vietnam receives high rates of precipitation in the form of rainfall with an average amount from 1,500 to 2,000 mm (60 to 80 in) during the monsoon seasons; this often causes flooding, especially in the cities with poor drainage systems. The country is also affected by tropical depressions, tropical storms and typhoons. Vietnam is one of the most vulnerable countries to climate change, with 55% of its population living in low-elevation coastal areas.
=== Biodiversity ===
As the country is located within the Indomalayan realm, Vietnam is one of twenty-five countries considered to possess a uniquely high level of biodiversity. This was noted in the country's National Environmental Condition Report in 2005. It is ranked 16th worldwide in biological diversity, being home to approximately 16% of the world's species. 15,986 species of flora have been identified in the country, of which 10% are endemic. Vietnam's fauna includes 307 nematode species, 200 oligochaeta, 145 acarina, 113 springtails, 7,750 insects, 260 reptiles, and 120 amphibians. There are 840 birds and 310 mammals are found in Vietnam, of which 100 birds and 78 mammals are endemic. Vietnam has two World Natural Heritage Sites—the Hạ Long Bay and Phong Nha-Kẻ Bàng National Park—together with nine biosphere reserves, including Cần Giờ Mangrove Forest, Cát Tiên, Cát Bà, Kiên Giang, the Red River Delta, Mekong Delta, Western Nghệ An, Cà Mau, and Cu Lao Cham Marine Park.Vietnam is also home to 1,438 species of freshwater microalgae, constituting 9.6% of all microalgae species, as well as 794 aquatic invertebrates and 2,458 species of sea fish. In recent years, 13 genera, 222 species, and 30 taxa of flora have been newly described in Vietnam. Six new mammal species, including the saola, giant muntjac and Tonkin snub-nosed monkey have also been discovered, along with one new bird species, the endangered Edwards's pheasant. In the late 1980s, a small population of Javan rhinoceros was found in Cát Tiên National Park. However, the last individual of the species in Vietnam was reportedly shot in 2010. In agricultural genetic diversity, Vietnam is one of the world's twelve original cultivar centres. The Vietnam National Cultivar Gene Bank preserves 12,300 cultivars of 115 species. The Vietnamese government spent US$49.07 million on the preservation of biodiversity in 2004 alone and has established 126 conservation areas, including 30 national parks.
In Vietnam, wildlife poaching has become a major concern. In 2000, a non-governmental organisation (NGO) called Education for Nature – Vietnam was founded to instill in the population the importance of wildlife conservation in the country. In the years that followed, another NGO called GreenViet was formed by Vietnamese youngsters for the enforcement of wildlife protection. Through collaboration between the NGOs and local authorities, many local poaching syndicates were crippled by their leaders' arrests. A study released in 2018 revealed Vietnam is a destination for the illegal export of rhinoceros horns from South Africa due to the demand for them as a medicine and a status symbol.The main environmental concern that persists in Vietnam today is the legacy of the use of the chemical herbicide Agent Orange, which continues to cause birth defects and many health problems in the Vietnamese population. In the southern and central areas affected most by the chemical's use during the Vietnam War, nearly 4.8 million Vietnamese people have been exposed to it and suffered from its effects. In 2012, approximately 50 years after the war, the US began a US$43 million joint clean-up project in the former chemical storage areas in Vietnam to take place in stages. Following the completion of the first phase in Đà Nẵng in late 2017, the US announced its commitment to clean other sites, especially in the heavily impacted site of Biên Hòa.The Vietnamese government spends over VNĐ10 trillion each year ($431.1 million) for monthly allowances and the physical rehabilitation of victims of the chemicals. In 2018, the Japanese engineering group Shimizu Corporation, working with Vietnamese military, built a plant for the treatment of soil polluted by Agent Orange. Plant construction costs were funded by the company itself. One of the long-term plans to restore southern Vietnam's damaged ecosystems is through the use of reforestation efforts. The Vietnamese government began doing this at the end of the war. It started by replanting mangrove forests in the Mekong Delta regions and in Cần Giờ outside Hồ Chí Minh City, where mangroves are important to ease (though not eliminate) flood conditions during monsoon seasons. The country had a 2019 Forest Landscape Integrity Index mean score of 5.35/10, ranking it 104th globally out of 172 countries.Apart from herbicide problems, arsenic in the ground water in the Mekong and Red River Deltas has also become a major concern. And most notoriously, unexploded ordnances (UXO) pose dangers to humans and wildlife—another bitter legacy from the long wars. As part of the continuous campaign to demine/remove UXOs, several international bomb removal agencies from the United Kingdom, Denmark, South Korea and the US have been providing assistance. The Vietnam government spends over VNĐ1 trillion ($44 million) annually on demining operations and additional hundreds of billions of đồng for treatment, assistance, rehabilitation, vocational training and resettlement of the victims of UXOs.
== Government and politics ==
Vietnam is a unitary Marxist-Leninist one-party socialist republic, one of the two communist states (the other being Laos) in Southeast Asia. Although Vietnam remains officially committed to socialism as its defining creed, its economic policies have grown increasingly capitalist, with The Economist characterising its leadership as "ardently capitalist communists". Under the constitution, the Communist Party of Vietnam (CPV) asserts their role in all branches of the country's politics and society. The president is the elected head of state and the commander-in-chief of the military, serving as the chairman of the Council of Supreme Defence and Security, and holds the second highest office in Vietnam as well as performing executive functions and state appointments and setting policy.
The general secretary of the CPV performs numerous key administrative functions, controlling the party's national organisation. The prime minister is the head of government, presiding over a council of ministers composed of five deputy prime ministers and the heads of 26 ministries and commissions. Only political organisations affiliated with or endorsed by the CPV are permitted to contest elections in Vietnam. These include the Vietnamese Fatherland Front and worker and trade unionist parties.
The National Assembly of Vietnam is the unicameral state legislature composed of 500 members. Headed by a chairman, it is superior to both the executive and judicial branches, with all government ministers being appointed from members of the National Assembly. The Supreme People's Court of Vietnam, headed by a chief justice, is the country's highest court of appeal, though it is also answerable to the National Assembly. Beneath the Supreme People's Court stand the provincial municipal courts and many local courts. Military courts possess special jurisdiction in matters of state security. Vietnam maintains the death penalty for numerous offences.
=== Foreign relations ===
Throughout its history, Vietnam's main foreign relationship has been with various Chinese dynasties. Following the partition of Vietnam in 1954, North Vietnam maintained relations with the Eastern Bloc, South Vietnam maintained relations with the Western Bloc. Despite these differences, Vietnam's sovereign principles and insistence on cultural independence have been laid down in numerous documents over the centuries before its independence. These include the 11th-century patriotic poem "Nam quốc sơn hà" and the 1428 proclamation of independence "Bình Ngô đại cáo". Though China and Vietnam are now formally at peace, significant territorial tensions remain between the two countries over the South China Sea. Vietnam holds membership in 63 international organisations, including the United Nations (UN), Association of Southeast Asian Nations (ASEAN), Non-Aligned Movement (NAM), International Organisation of the Francophonie (La Francophonie), and World Trade Organization (WTO). It also maintains relations with over 650 non-governmental organisations. As of 2010 Vietnam had established diplomatic relations with 178 countries.Vietnam's current foreign policy is to consistently implement a policy of independence, self-reliance, peace, co-operation, and development, as well openness, diversification, multilateralisation with international relations. The country declares itself a friend and partner of all countries in the international community, regardless of their political affiliation, by actively taking part in international and regional cooperative development projects. Since the 1990s, Vietnam has taken several key steps to restore diplomatic ties with capitalist Western countries. It already had relations with communist Western countries in the decades prior. Relations with the United States began improving in August 1995 with both states upgrading their liaison offices to embassy status. As diplomatic ties between the two governments grew, the United States opened a consulate general in Ho Chi Minh City while Vietnam opened its consulate in San Francisco. Full diplomatic relations were also restored with New Zealand, which opened its embassy in Hanoi in 1995; Vietnam established an embassy in Wellington in 2003. Pakistan also reopened its embassy in Hanoi in October 2000, with Vietnam reopening its embassy in Islamabad in December 2005 and trade office in Karachi in November 2005. In May 2016, US President Barack Obama further normalised relations with Vietnam after he announced the lifting of an arms embargo on sales of lethal arms to Vietnam. Despite their historical past, today Vietnam is considered to be a potential ally of the United States, especially in the geopolitical context of the territorial disputes in the South China Sea and in containment of Chinese expansionism.
=== Military ===
The Vietnam People's Armed Forces consists of the Vietnam People's Army (VPA), the Vietnam People's Public Security and the Vietnam Self-Defence Militia. The VPA is the official name for the active military services of Vietnam, and is subdivided into the Vietnam People's Ground Forces, the Vietnam People's Navy, the Vietnam People's Air Force, the Vietnam Border Guard and the Vietnam Coast Guard. The VPA has an active manpower of around 450,000, but its total strength, including paramilitary forces, may be as high as 5,000,000. In 2015, Vietnam's military expenditure totalled approximately US$4.4 billion, equivalent to around 8% of its total government spending. Joint military exercises and war games have been held with Brunei, India, Japan, Laos, Russia, Singapore and the US. In 2017, Vietnam signed the UN treaty on the Prohibition of Nuclear Weapons.
=== Human rights and sociopolitical issues ===
Under the current constitution, the CPV is the only party allowed to rule, the operation of all other political parties being outlawed. Other human rights issues concern freedom of association, freedom of speech, freedom of religion, and freedom of the press. In 2009, Vietnamese lawyer Lê Công Định was arrested and charged with the capital crime of subversion; several of his associates were also arrested. Amnesty International described him and his arrested associates as prisoners of conscience. Vietnam has also suffered from human trafficking and related issues.
== Administrative divisions ==
Vietnam is divided into 58 provinces (Vietnamese: Tỉnh, chữ Hán: 省). There are also five municipalities (thành phố trực thuộc trung ương), which are administratively on the same level as provinces.
Provinces are subdivided into provincial municipalities (thành phố trực thuộc tỉnh, 'city under province'), townships (thị xã) and counties (huyện), which are in turn subdivided into towns (thị trấn) or communes (xã).
Centrally controlled municipalities are subdivided into districts (quận) and counties, which are further subdivided into wards (phường).
== Economy ==
Throughout the history of Vietnam, its economy has been based largely on agriculture—primarily wet rice cultivation. Bauxite, an important material in the production of aluminium, is mined in central Vietnam. Since reunification, the country's economy is shaped primarily by the CPV through Five Year Plans decided upon at the plenary sessions of the Central Committee and national congresses. The collectivisation of farms, factories, and capital goods was carried out as part of the establishment of central planning, with millions of people working for state enterprises. Under strict state control, Vietnam's economy continued to be plagued by inefficiency, corruption in state-owned enterprises, poor quality and underproduction. With the decline in economic aid from its main trading partner, the Soviet Union, following the erosion of the Eastern bloc in the late 1980s, and the subsequent collapse of the Soviet Union, as well as the negative impacts of the post-war trade embargo imposed by the United States, Vietnam began to liberalise its trade by devaluing its exchange rate to increase exports and embarked on a policy of economic development.
In 1986, the Sixth National Congress of the CPV introduced socialist-oriented market economic reforms as part of the Đổi Mới reform program. Private ownership began to be encouraged in industry, commerce and agriculture and state enterprises were restructured to operate under market constraints. This led to the five-year economic plans being replaced by the socialist-oriented market mechanism. As a result of these reforms, Vietnam achieved approximately 8% annual gross domestic product (GDP) growth between 1990 and 1997. The United States ended its economic embargo against Vietnam in early 1994. Although the 1997 Asian financial crisis caused an economic slowdown to 4–5% growth per year, its economy began to recover in 1999, and grew at around 7% per year from 2000 to 2005, one of the fastest in the world. According to the General Statistics Office of Vietnam (GSO), growth remained strong despite the late-2000s global recession, holding at 6.8% in 2010. Vietnam's year-on-year inflation rate reached 11.8% in December 2010 and the currency, the Vietnamese đồng, was devalued three times.Deep poverty, defined as the percentage of the population living on less than $1 per day, has declined significantly in Vietnam and the relative poverty rate is now less than that of China, India and the Philippines. This decline can be attributed to equitable economic policies aimed at improving living standards and preventing the rise of inequality. These policies have included egalitarian land distribution during the initial stages of the Đổi Mới program, investment in poorer remote areas, and subsidising of education and healthcare. Since the early 2000s, Vietnam has applied sequenced trade liberalisation, a two-track approach opening some sectors of the economy to international markets. Manufacturing, information technology and high-tech industries now form a large and fast-growing part of the national economy. Although Vietnam is a relative newcomer to the oil industry, it is the third-largest oil producer in Southeast Asia with a total 2011 output of 318,000 barrels per day (50,600 m3/d). In 2010, Vietnam was ranked as the eighth-largest crude petroleum producer in the Asia and Pacific region. The US bought the highest amount of Vietnam's exports, while goods from China were the most popular Vietnamese import.Based on findings by the International Monetary Fund (IMF) in 2022, the unemployment rate in Vietnam was 2.3%, the nominal GDP US$406.452 billion, and a nominal GDP per capita $4,086. Besides the primary sector economy, tourism has contributed significantly to Vietnam's economic growth with 7.94 million foreign visitors recorded in 2015.
=== Agriculture ===
As a result of several land reform measures, Vietnam has become a major exporter of agricultural products. It is now the world's largest producer of cashew nuts, with a one-third global share; the largest producer of black pepper, accounting for one-third of the world's market; and the second-largest rice exporter in the world after Thailand since the 1990s. Subsequently, Vietnam is also the world's second largest exporter of coffee. The country has the highest proportion of land use for permanent crops together with other states in the Greater Mekong Subregion. Other primary exports include tea, rubber and fishery products. Agriculture's share of Vietnam's GDP has fallen in recent decades, declining from 42% in 1989 to 20% in 2006 as production in other sectors of the economy has risen.
==== Seafood ====
The overall fisheries production of Vietnam from capture fisheries and aquaculture was 5.6 million MT in 2011 and 6.7 million MT in 2016. The output of Vietnam's fisheries sector has seen strong growth, which could be attributed to the continued expansion of the aquaculture sub-sector.
=== Science and technology ===
In 2010, Vietnam's total state spending on science and technology amounted to roughly 0.45% of its GDP. Vietnamese scientists have made many significant contributions in various fields of study, most notably in mathematics. Hoàng Tụy pioneered the applied mathematics field of global optimisation in the 20th century, while Ngô Bảo Châu won the 2010 Fields Medal for his proof of fundamental lemma in the theory of automorphic forms. Since the establishment of the Vietnam Academy of Science and Technology (VAST) by the government in 1975, the country is working to develop its first national space flight program especially after the completion of the infrastructure at the Vietnam Space Centre (VSC) in 2018. Vietnam has also made significant advances in the development of robots, such as the TOPIO humanoid model. One of Vietnam's main messaging apps, Zalo, was developed by Vương Quang Khải, a Vietnamese hacker who later worked with the country's largest information technology service company, the FPT Group.
According to the UNESCO Institute for Statistics, Vietnam devoted 0.19% of its GDP to science research and development in 2011. Vietnam was ranked 44th in the Global Innovation Index in 2021, it has increased its ranking considerably since 2012, where it was ranked 76th. Between 2005 and 2014, the number of Vietnamese scientific publications recorded in Thomson Reuters' Web of Science increased at a rate well above the average for Southeast Asia, albeit from a modest starting point. Publications focus mainly on life sciences (22%), physics (13%) and engineering (13%), which is consistent with recent advances in the production of diagnostic equipment and shipbuilding.
=== Tourism ===
Tourism is an important element of economic activity in the nation, contributing 7.5% of the total GDP. Vietnam hosted roughly 13 million tourists in 2017, an increase of 29.1% over the previous year, making it one of the fastest growing tourist destinations in the world. The vast majority of the tourists in the country, some 9.7 million, came from Asia; namely China (4 million), South Korea (2.6 million), and Japan (798,119). Vietnam also attracts large numbers of visitors from Europe, with almost 1.9 million visitors in 2017; most European visitors came from Russia (574,164), followed by the United Kingdom (283,537), France (255,396), and Germany (199,872). Other significant international arrivals by nationality include the United States (614,117) and Australia (370,438).The most visited destinations in Vietnam is the largest city, Ho Chi Minh City, with over 5.8 million international arrivals, followed by Hanoi with 4.6 million and Hạ Long, including Hạ Long Bay with 4.4 million arrivals. All three are ranked in the top 100 most visited cities in the world. Vietnam is home to eight UNESCO World Heritage Sites. In 2018, Travel + Leisure ranked Hội An as one of the world's top 15 best destinations to visit.
== Infrastructure ==
=== Transport ===
Much of Vietnam's modern transportation network can trace its roots to the French colonial era when it was used to facilitate the transportation of raw materials to its main ports. It was extensively expanded and modernised following the partition of Vietnam. Vietnam's road system includes national roads administered at the central level, provincial roads managed at the provincial level, district roads managed at the district level, urban roads managed by cities and towns and commune roads managed at the commune level. In 2010, Vietnam's road system had a total length of about 188,744 kilometres (117,280 mi) of which 93,535 kilometres (58,120 mi) are asphalt roads comprising national, provincial and district roads. The length of the national road system is about 15,370 kilometres (9,550 mi) with 15,085 kilometres (9,373 mi) of its length paved. The provincial road system has around 27,976 kilometres (17,383 mi) of paved roads while 50,474 kilometres (31,363 mi) district roads are paved.
Bicycles, motorcycles and motor scooters remain the most popular forms of road transport in the country, a legacy of the French, though the number of privately owned cars has been increasing in recent years. Public buses operated by private companies are the main mode of long-distance travel for much of the population. Road accidents remain the major safety issue of Vietnamese transportation with an average of 30 people losing their lives daily. Traffic congestion is a growing problem in both Hanoi and Ho Chi Minh City especially with the growth of individual car ownership. Vietnam's primary cross-country rail service is the Reunification Express from Ho Chi Minh City to Hanoi, a distance of nearly 1,726 kilometres (1,072 mi). From Hanoi, railway lines branch out to the northeast, north, and west; the eastbound line runs from Hanoi to Hạ Long Bay, the northbound line from Hanoi to Thái Nguyên, and the northeast line from Hanoi to Lào Cai. In 2009, Vietnam and Japan signed a deal to build a high-speed railway—shinkansen (bullet train)—using Japanese technology. Vietnamese engineers were sent to Japan to receive training in the operation and maintenance of high-speed trains. The planned railway will be a 1,545 kilometres (960 mi)-long express route serving a total of 23 stations, including Hanoi and Ho Chi Minh City, with 70% of its route running on bridges and through tunnels. The trains will travel at a maximum speed of 350 kilometres (220 mi) per hour. Plans for the high-speed rail line, however, have been postponed after the Vietnamese government decided to prioritise the development of both the Hanoi and Ho Chi Minh City metros and expand road networks instead.
Vietnam operates 20 major civil airports, including three international gateways: Noi Bai in Hanoi, Da Nang International Airport in Đà Nẵng and Tan Son Nhat in Ho Chi Minh City. Tan Son Nhat is the country's largest airport handling the majority of international passenger traffic. According to a government-approved plan, Vietnam will have another seven international airports by 2025, including Vinh International Airport, Phu Bai International Airport, Cam Ranh International Airport, Phu Quoc International Airport, Cat Bi International Airport, Can Tho International Airport, and Long Thanh International Airport. The planned Long Thanh International Airport will have an annual service capacity of 100 million passengers once it becomes fully operational in 2025. Vietnam Airlines, the state-owned national airline, maintains a fleet of 86 passenger aircraft and aims to operate 170 by 2020. Several private airlines also operate in Vietnam, including Air Mekong, Bamboo Airways, Jetstar Pacific Airlines, VASCO and VietJet Air. As a coastal country, Vietnam has many major sea ports, including Cam Ranh, Đà Nẵng, Hải Phòng, Ho Chi Minh City, Hạ Long, Qui Nhơn, Vũng Tàu, Cửa Lò and Nha Trang. Further inland, the country's extensive network of rivers plays a key role in rural transportation with over 47,130 kilometres (29,290 mi) of navigable waterways carrying ferries, barges and water taxis.
=== Energy ===
Vietnam's energy sector is dominated largely by the state-controlled Vietnam Electricity Group (EVN). As of 2017, EVN made up about 61.4% of the country's power generation system with a total power capacity of 25,884 MW. Other energy sources are PetroVietnam (4,435 MW), Vinacomin (1,785 MW) and 10,031 MW from build–operate–transfer (BOT) investors.Most of Vietnam's power is generated by either hydropower or fossil fuel power such as coal, oil and gas, while diesel, small hydropower and renewable energy supplies the remainder. The Vietnamese government had planned to develop a nuclear reactor as the path to establish another source for electricity from nuclear power. The plan was abandoned in late 2016 when a majority of the National Assembly voted to oppose the project due to widespread public concern over radioactive contamination.The household gas sector in Vietnam is dominated by PetroVietnam, which controls nearly 70% of the country's domestic market for liquefied petroleum gas (LPG). Since 2011, the company also operates five renewable energy power plants including the Nhơn Trạch 2 Thermal Power Plant (750 MW), Phú Quý Wind Power Plant (6 MW), Hủa Na Hydro-power Plant (180 MW), Dakdrinh Hydro-power Plant (125 MW) and Vũng Áng 1 Thermal Power Plant (1,200 MW).According to statistics from British Petroleum (BP), Vietnam is listed among the 52 countries that have proven crude oil reserves. In 2015 the reserve was approximately 4.4 billion barrels ranking Vietnam first place in Southeast Asia, while the proven gas reserves were about 0.6 trillion cubic metres (tcm) and ranking it third in Southeast Asia after Indonesia and Malaysia.
=== Telecommunication ===
Telecommunications services in Vietnam are wholly provided by the Vietnam Post and Telecommunications General Corporation (now the VNPT Group) which is a state-owned company. The VNPT retained its monopoly until 1986. The telecom sector was reformed in 1995 when the Vietnamese government began to implement a competitive policy with the creation of two domestic telecommunication companies, the Military Electronic and Telecommunication Company (Viettel, which is wholly owned by the Vietnamese Ministry of Defence) and the Saigon Post and Telecommunication Company (SPT or SaigonPostel), with 18% of it owned by VNPT. VNPT's monopoly was finally ended by the government in 2003 with the issuance of a decree. By 2012, the top three telecom operators in Vietnam were Viettel, Vinaphone and MobiFone. The remaining companies included: EVNTelecom, Vietnammobile and S-Fone. With the shift towards a more market-orientated economy, Vietnam's telecommunications market is continuously being reformed to attract foreign investment, which includes the supply of services and the establishment of nationwide telecom infrastructure.
=== Water supply and sanitation ===
Vietnam has 2,360 rivers with an average annual discharge of 310 billion m³. The rainy season accounts for 70% of the year's discharge. Most of the country's urban water supply systems have been developed without proper management within the last 10 years. Based on a 2008 survey by the Vietnam Water Supply and Sewerage Association (VWSA), existing water production capacity exceeded demand, but service coverage is still sparse. Most of the clean water supply infrastructure is not widely developed. It is only available to a small proportion of the population with about one third of 727 district towns having some form of piped water supply. There is also concern over the safety of existing water resources for urban and rural water supply systems. Most industrial factories release their untreated wastewater directly into the water sources. Where the government does not take measures to address the issue, most domestic wastewater is discharged, untreated, back into the environment and pollutes the surface water.In recent years, there have been some efforts and collaboration between local and foreign universities to develop access to safe water in the country by introducing water filtration systems. There is a growing concern among local populations over the serious public health issues associated with water contamination caused by pollution as well as the high levels of arsenic in groundwater sources. The government of Netherlands has been providing aid focusing its investments mainly on water-related sectors including water treatment projects. Regarding sanitation, 78% of Vietnam's population has access to "improved" sanitation—94% of the urban population and 70% of the rural population. However, there are still about 21 million people in the country lacking access to "improved" sanitation according to a survey conducted in 2015. In 2018, the construction ministry said the country's water supply, and drainage industry had been applying hi-tech methods and information technology (IT) to sanitation issues but faced problems like limited funding, climate change, and pollution. The health ministry has also announced that water inspection units will be established nationwide beginning in June 2019. Inspections are to be conducted without notice, since there have been many cases involving health issues caused by poor or polluted water supplies as well unhygienic conditions reported every year.
=== Health ===
By 2015, 97% of the population had access to improved water sources. In 2016, Vietnam's national life expectancy stood at 80.9 years for women and 71.5 for men, and the infant mortality rate was 17 per 1,000 live births. Since the partition, North Vietnam has established a public health system that has reached down to the hamlet level. After the national reunification in 1975, a nationwide health service was established. In the late 1980s, the quality of healthcare declined to some degree as a result of budgetary constraints, a shift of responsibility to the provinces and the introduction of charges. Inadequate funding has also contributed to a shortage of nurses, midwives and hospital beds; in 2000, Vietnam had only 24.7 hospital beds per 10,000 people before declining to 23.7 in 2005 as stated in the annual report of Vietnamese Health Ministry. The controversial use of herbicides as a chemical weapon by the US military during the war left tangible, long-term impacts upon the Vietnamese people that persist in the country today. For instance, it led to three million Vietnamese people suffering health problems, one million birth defects caused directly by exposure to the chemical and 24% of Vietnam's land being defoliated.Since the early 2000s, Vietnam has made significant progress in combating malaria. The malaria mortality rate fell to about five per cent of its 1990s equivalent by 2005 after the country introduced improved antimalarial drugs and treatment. Tuberculosis (TB) cases, however, are on the rise. TB has become the second most infectious disease in the country after respiratory-related illness. With an intensified vaccination program, better hygiene and foreign assistance, Vietnam hopes to reduce sharply the number of TB cases and new TB infections. In 2004, government subsidies covering about 15% of health care expenses. That year, the United States announced Vietnam would be one of 15 states to receive funding as part of its global AIDS relief plan. By the following year, Vietnam had diagnosed 101,291 human immunodeficiency virus (HIV) cases, of which 16,528 progressed to acquired immune deficiency syndrome (AIDS); 9,554 have died. The actual number of HIV-positive individuals is estimated to be much higher. On average between 40 and 50 new infections are reported daily in the country. In 2007, 0.4% of the population was estimated to be infected with HIV and the figure has remained stable since 2005. More global aid is being delivered through The Global Fund to Fight AIDS, Tuberculosis and Malaria to fight the spread of the disease in the country. In September 2018, the Hanoi People's Committee urged the citizens of the country to stop eating dog and cat meat as it can cause diseases like rabies and leptospirosis. More than 1,000 stores in the capital city of Hanoi were found to be selling both meats. The decision prompted positive comments among Vietnamese on social media, though some noted that the consumption of dog meat will remain an ingrained habit among many people.
=== Education ===
Vietnam has an extensive state-controlled network of schools, colleges, and universities and a growing number of privately run and partially privatised institutions. General education in Vietnam is divided into five categories: kindergarten, elementary schools, middle schools, high schools, and universities. A large number of public schools have been constructed across the country to raise the national literacy rate, which stood at 90% in 2008. Most universities are located in major cities of Hanoi and Ho Chi Minh City with the country's education system continuously undergoing a series of reforms by the government. Basic education in the country is relatively free for the poor although some families may still have trouble paying tuition fees for their children without some form of public or private assistance. Regardless, Vietnam's school enrolment is among the highest in the world. The number of colleges and universities increased dramatically in the 2000s from 178 in 2000 to 299 in 2005. In higher education, the government provides subsidised loans for students through the national bank, although there are deep concerns about access to the loans as well the burden on students to repay them.Since 1995, enrolment in higher education has grown tenfold to over 2.2 million with 84,000 lecturers and 419 institutions of higher education. A number of foreign universities operate private campuses in Vietnam, including Harvard University (United States) and the Royal Melbourne Institute of Technology (Australia). The government's strong commitment to education has fostered significant growth but still need to be sustained to retain academics. In 2018, a decree on university autonomy allowing them to operate independently without ministerial control is in its final stages of approval. The government will continue investing in education especially for the poor to have access to basic education.
== Demographics ==
As of 2021, the population of Vietnam stands at approximately 97.5 million people. The population had grown significantly from the 1979 census, which showed the total population of reunified Vietnam to be 52.7 million. According to the 2019 census, the country's population was 96,208,984. Based on the 2019 census, 65.6% of the Vietnamese population live in rural areas while only 34.4% live in urban areas. The average growth rate of the urban population has recently increased which is attributed mainly to migration and rapid urbanisation. The dominant Viet or Kinh ethnic group constitute 82,085,826 people or 85.32% of the population. Most of their population is concentrated in the country's alluvial deltas and coastal plains. As a majority ethnic group, the Kinh possess significant political and economic influence over the country. Despite this, Vietnam is also home to various ethnic groups, of which 54 are officially recognised, including the Hmong, Dao, Tày, Thái and Nùng. Many ethnic minorities such as the Muong, who are closely related to the Kinh, dwell in the highlands which cover two-thirds of Vietnam's territory.Since the partition of Vietnam, the population of the Central Highlands was almost exclusively Degar (including more than 40 tribal groups); however, the South Vietnamese government at the time enacted a program of resettling Kinh in indigenous areas. The Hoa (ethnic Chinese) and Khmer Krom people are mainly lowlanders. Throughout Vietnam's history, many Chinese people, largely from South China, migrated to the country as administrators, merchants and even refugees. Since the reunification in 1976, an increase of communist policies nationwide resulted in the nationalisation and confiscation of property especially from the Hoa in the south and the wealthy in cities. This led many of them to leave Vietnam.
=== Urbanisation ===
The number of people who live in urbanised areas in 2019 is 33,122,548 people (with the urbanisation rate at 34.4%). Since 1986, Vietnam's urbanisation rates have surged rapidly after the Vietnamese government implemented the Đổi Mới economic program, changing the system into a socialist one and liberalising property rights. As a result, Hanoi and Ho Chi Minh City (the two major cities in the Red River Delta and Southeast regions respectively) increased their share of the total urban population from 8.5% and 24.9% to 15.9% and 31% respectively. The Vietnamese government, through its construction ministry, forecasts the country will have a 45% urbanisation rate by 2020 although it was confirmed to only be 34.4% according to the 2019 census. Urbanisation is said to have a positive correlation with economic growth. Any country with higher urbanisation rates has a higher GDP growth rate. Furthermore, the urbanisation movement in Vietnam is mainly between the rural areas and the country's Southeast region. Ho Chi Minh City has received a large number of migrants due mainly to better weather and economic opportunities.
A study also shows that rural-to-urban area migrants have a higher standard of living than both non-migrants in rural areas and non-migrants in urban areas. This results in changes to economic structures. In 1985, agriculture made up 37.2% of Vietnam's GDP; in 2008, that number had declined to 18.5%. In 1985, industry made up only 26.2% of Vietnam's GDP; by 2008, that number had increased to 43.2%. Urbanisation also helps to improve basic services which increase people's standards of living. Access to electricity grew from 14% of total households with electricity in 1993 to above 96% in 2009. In terms of access to fresh water, data from 65 utility companies shows that only 12% of households in the area covered by them had access to the water network in 2002; by 2007, more than 70% of the population was connected. Though urbanisation has many benefits, it has some drawbacks since it creates more traffic, and air and water pollution.Many Vietnamese use mopeds for transportation, since they are relatively cheap and easy to operate. Their large numbers have been known to cause traffic congestion and air pollution in Vietnam. In the capital city alone, the number of mopeds increased from 0.5 million in 2001 to 4.7 million in 2013. With rapid development, factories have sprung up which indirectly pollute the air and water, for example in the 2016 Vietnam marine life disaster. The government is intervening and attempting solutions to decrease air pollution by decreasing the number of motorcycles while increasing public transportation. It has introduced more regulations for waste handling. The amount of solid waste generated in urban areas of Vietnam has increased by more than 200% from 2003 to 2008. Industrial solid waste accounted for 181% of that increase. One of the government's efforts includes attempting to promote campaigns that encourage locals to sort household waste, since waste sorting is still not practised by most of Vietnamese society.
=== Religion ===
Under Article 70 of the 1992 Constitution of Vietnam, all citizens enjoy freedom of belief and religion. All religions are equal before the law and each place of worship is protected under Vietnamese state law. Religious beliefs cannot be misused to undermine state law and policies. According to a 2007 survey 81% of Vietnamese people did not believe in a god. Based on government findings in 2009, the number of religious people increased by 932,000. The official statistics, presented by the Vietnamese government to the United Nations special rapporteur in 2014, indicate the overall number of followers of recognised religions is about 24 million of a total population of almost 90 million. According to the General Statistics Office of Vietnam in 2019, Buddhists account for 4.79% of the total population, Catholics 6.1%, Protestants 1.0%, Hoahao Buddhists 1.02%, and Caodaism followers 0.58%. Other religions includes Islam, Bahaʼís and Hinduism, representing less than 0.2% of the population.
The majority of Vietnamese do not follow any organised religion, though many of them observe some form of Vietnamese folk religion. Confucianism as a system of social and ethical philosophy still has certain influences in modern Vietnam. Mahāyāna is the dominant branch of Buddhism, while Theravāda is practised mostly by the Khmer minority. About 8 to 9% of the population is Christian—made up of Roman Catholics and Protestants. Catholicism was introduced to Vietnam in the 16th century and was firmly established by Jesuits missionaries (mainly Portuguese and Italian) in the 17th centuries from nearby Portuguese Macau. French missionaries (from the Paris Foreign Missions Society) together with Spanish missionaries (from the Dominican Order of the neighbouring Spanish East Indies) actively sought converts in the 18th, 19th, and first half of the 20th century. A significant number of Vietnamese people, especially in the South, are also adherents of two indigenous religions of syncretic Caodaism and quasi-Buddhist Hoahaoism. Protestantism was only recently spread by American and Canadian missionaries in the 20th century; the largest Protestant denomination is the Evangelical Church of Vietnam. Around 770,000 of the country's Protestants are members of ethnic minorities, particularly the highland Montagnards and Hmong people. Although it is one of the country's minority religions, Protestantism is the fastest-growing religion in Vietnam, expanding at a rate of 600% in recent decades. Several other minority faiths exist in Vietnam, these include: Bani, Sunni and non-denominational sections of Islam which is practised primarily among the ethnic Cham minority. There are also a few Kinh adherents of Islam, other minority adherents of Baha'i, as well as Hindus among the Cham's.
=== Languages ===
The national language of the country is Vietnamese, a tonal Austroasiatic language (Mon–Khmer), which is spoken by the majority of the population. Vietnam's minority groups speak a variety of languages, including: Tày, Mường, Cham, Khmer, Chinese, Nùng and Hmong. The Montagnard peoples of the Central Highlands also speak a number of distinct languages, some belonging to the Austroasiatic and others to the Malayo-Polynesian language families. In recent years, a number of sign languages have developed in the major cities.
The French language, a legacy of colonial rule, is spoken by many educated Vietnamese as a second language, especially among the older generation and those educated in the former South Vietnam, where it was a principal language in administration, education and commerce. Vietnam remains a full member of the International Organisation of the Francophonie (La Francophonie) and education has revived some interest in the language. Russian, and to a lesser extent German, Czech and Polish are known among some northern Vietnamese whose families had ties with the Eastern Bloc during the Cold War. With improved relations with Western countries and recent reforms in Vietnamese administration, English has been increasingly used as a second language and the study of English is now obligatory in most schools either alongside or in place of French. The popularity of Japanese, Korean, and Mandarin Chinese have also grown as the country's ties with other East Asian nations have strengthened. Third-graders can choose one of seven languages (English, Russian, French, Chinese, Japanese, Korean, German) as their first foreign language. In Vietnam's high school graduation examinations, students can take their foreign language exam in one of the above-mentioned languages.
== Culture ==
Vietnamese culture is considered part of Sinosphere. Vietnam's culture has developed over the centuries from indigenous ancient Đông Sơn culture with wet rice cultivation as its economic base. Some elements of the nation's culture have Chinese origins, drawing on elements of Confucianism, Mahāyāna Buddhism, and Taoism in its traditional political system and philosophy. Vietnamese society is structured around làng (ancestral villages); all Vietnamese mark a common ancestral anniversary on the tenth day of the third lunar month. The influence of Chinese culture such as the Cantonese, Hakka, Hokkien, and Hainanese cultures is more evident in the north where Buddhism is strongly entwined with popular culture. Despite this, there are Chinatowns in the south, such as in Chợ Lớn, where many Chinese have intermarried with Kinh and are indistinguishable among them. In the central and southern parts of Vietnam, traces of Champa and Khmer culture are evidenced through the remains of ruins, artefacts as well within their population as the successor of the ancient Sa Huỳnh culture. In recent centuries, Western cultures have become popular among recent generations of Vietnamese.
The traditional focuses of Vietnamese culture are based on humanity (nhân nghĩa) and harmony (hòa) in which family and community values are highly regarded. Vietnam reveres a number of key cultural symbols, such as the Vietnamese dragon which is derived from crocodile and snake imagery; Vietnam's national father, Lạc Long Quân is depicted as a holy dragon. The lạc is a holy bird representing Vietnam's national mother Âu Cơ. Other prominent images that are also revered are the turtle, buffalo and horse. Many Vietnamese also believe in the supernatural and spiritualism where illness can be brought on by a curse or sorcery or caused by non-observance of a religious ethic. Traditional medical practitioners, amulets and other forms of spiritual protection and religious practices may be employed to treat the ill person. In the modern era, the cultural life of Vietnam has been deeply influenced by government-controlled media and cultural programs. For many decades, foreign cultural influences, especially those of Western origin, were shunned. But since the recent reformation, Vietnam has seen a greater exposure to neighbouring Southeast Asian, East Asian as well to Western culture and media.The main Vietnamese formal dress, the áo dài is worn for special occasions such as weddings and religious festivals. White áo dài is the required uniform for girls in many high schools across the country. Other examples of traditional Vietnamese clothing include: the áo tứ thân, a four-piece woman's dress; the áo ngũ, a form of the thân in five-piece form, mostly worn in the north of the country; the yếm, a woman's undergarment; the áo bà ba, rural working "pyjamas" for men and women; the áo gấm, a formal brocade tunic for government receptions; and the áo the, a variant of the áo gấm worn by grooms at weddings. Traditional headwear includes the standard conical nón lá and the "lampshade-like" nón quai thao. In tourism, a number of popular cultural tourist destinations include the former Imperial City of Huế, the World Heritage Sites of Phong Nha-Kẻ Bàng National Park, Hội An and Mỹ Sơn, coastal regions such as Nha Trang, the caves of Hạ Long Bay and the Marble Mountains.
=== Literature ===
Vietnamese literature has centuries-deep history and the country has a rich tradition of folk literature based on the typical six–to-eight-verse poetic form called ca dao which usually focuses on village ancestors and heroes. Written literature has been found dating back to the 10th century Ngô dynasty, with notable ancient authors including: Nguyễn Trãi, Trần Hưng Đạo, Nguyễn Du and Nguyễn Đình Chiểu. Some literary genres play an important role in theatrical performance, such as hát nói in ca trù. Some poetic unions have also been formed in Vietnam, such as the tao đàn. Vietnamese literature has been influenced by Western styles in recent times, with the first literary transformation movement of thơ mới emerging in 1932. Vietnamese folk literature is an intermingling of many forms. It is not only an oral tradition, but a mixing of three media: hidden (only retained in the memory of folk authors), fixed (written), and shown (performed). Folk literature usually exists in many versions, passed down orally, and has unknown authors. Myths consist of stories about supernatural beings, heroes, creator gods and reflect the viewpoint of ancient people about human life. They consist of creation stories, stories about their origins (Lạc Long Quân and Âu Cơ), culture heroes (Sơn Tinh and Thủy Tinh) which are referred to as a mountain and water spirit respectively and many other folklore tales.
=== Music ===
Traditional Vietnamese music varies between the country's northern and southern regions. Northern classical music is Vietnam's oldest musical form and is traditionally more formal. The origins of Vietnamese classical music can be traced to the Mongol invasions in the 13th century when the Vietnamese captured a Chinese opera troupe. Throughout its history, Vietnam has been the most heavily impacted by the Chinese musical tradition along with those of Japan, Korea and Mongolia. Nhã nhạc is the most popular form of imperial court music, Chèo is a form of generally satirical musical theatre, while Xẩm or hát xẩm (xẩm singing) is a type of Vietnamese folk music. Quan họ (alternate singing) is popular in the former Hà Bắc Province (which is now divided into Bắc Ninh and Bắc Giang Provinces) and across Vietnam. Another form of music called Hát chầu văn or hát văn is used to invoke spirits during ceremonies. Nhạc dân tộc cải biên is a modern form of Vietnamese folk music which arose in the 1950s, while ca trù (also known as hát ả đào) is a popular folk music. Hò can be thought of as the southern style of Quan họ. There is a range of traditional instruments, including the đàn bầu (a monochord zither), the đàn gáo (a two-stringed fiddle with coconut body), and the đàn nguyệt (a two-stringed fretted moon lute). In recent times, there have been some efforts at mixing Vietnamese traditional music—especially folk music—with modern music to revive and promote national music in the modern context and educate the younger generations about Vietnam's traditional musical instruments and singing styles. Bolero music has gained popularity in the country since the 1930s, albeit with a different style—a combination of traditional Vietnamese music with Western elements. In the 21st century, the modern Vietnamese pop music industry known as V-pop incorporates elements of many popular genres worldwide, such as electronic, dance and R&B.
=== Cuisine ===
Traditionally, Vietnamese cuisine is based around five fundamental taste "elements" (Vietnamese: ngũ vị): spicy (metal), sour (wood), bitter (fire), salty (water) and sweet (earth). Common ingredients include fish sauce, shrimp paste, soy sauce, rice, fresh herbs, fruits and vegetables. Vietnamese recipes use: lemongrass, ginger, mint, Vietnamese mint, long coriander, Saigon cinnamon, bird's eye chilli, lime and basil leaves. Traditional Vietnamese cooking is known for its fresh ingredients, minimal use of oil and reliance on herbs and vegetables; it is considered one of the healthiest cuisines worldwide. The use of meats such as pork, beef and chicken was relatively limited in the past. Instead freshwater fish, crustaceans (particularly crabs), and molluscs became widely used. Fish sauce, soy sauce, prawn sauce and limes are among the main flavouring ingredients. Vietnam has a strong street food culture, with 40 popular dishes commonly found throughout the country. Many notable Vietnamese dishes such as gỏi cuốn (salad roll), bánh cuốn (rice noodle roll), bún riêu (rice vermicelli soup) and phở noodles originated in the north and were introduced to central and southern Vietnam by northern migrants. Local foods in the north are often less spicy than southern dishes, as the colder northern climate limits the production and availability of spices. Black pepper is frequently used in place of chillis to produce spicy flavours. Vietnamese drinks in the south also are usually served cold with ice cubes, especially during the annual hot seasons; in contrast, in the north hot drinks are more preferable in a colder climate. Some examples of basic Vietnamese drinks include cà phê đá (Vietnamese iced coffee), cà phê trứng (egg coffee), chanh muối (salted pickled lime juice), cơm rượu (glutinous rice wine), nước mía (sugarcane juice) and trà sen (Vietnamese lotus tea).
=== Media ===
Vietnam's media sector is regulated by the government under the 2004 Law on Publication. It is generally perceived that the country's media sector is controlled by the government and follows the official communist party line, though some newspapers are relatively outspoken. The Voice of Vietnam (VOV) is the official state-run national radio broadcasting service, broadcasting internationally via shortwave using rented transmitters in other countries and providing broadcasts from its website, while Vietnam Television (VTV) is the national television broadcasting company. Since 1997, Vietnam has regulated public internet access extensively using both legal and technical means. The resulting lockdown is widely referred to as the "Bamboo Firewall". The collaborative project OpenNet Initiative classifies Vietnam's level of online political censorship to be "pervasive", while Reporters Without Borders (RWB) considers Vietnam to be one of 15 global "internet enemies". Though the government of Vietnam maintains that such censorship is necessary to safeguard the country against obscene or sexually explicit content, many political and religious websites that are deemed to be undermining state authority are also blocked.
=== Holidays and festivals ===
The country has eleven national recognised holidays. These include: New Year's Day on 1 January; Vietnamese New Year (Tết Nguyên Đán) from the last day of the last lunar month to fifth day of the first lunar month; Hùng Kings' Festival on the 10th day of the third lunar month; Reunification Day on 30 April; International Workers' Day on 1 May; and National Day on 2 September. During Tết, many Vietnamese from the major cities will return to their villages for family reunions and to pray for dead ancestors. Older people will usually give the young a lì xì (red envelope) while special holiday food, such as bánh chưng (rice cake) in a square shape together with variety of dried fruits, are presented in the house for visitors. Many other festivals are celebrated throughout the seasons, including the Tết Nguyên Tiêu, Tết Trung Thu and various temple and nature festivals. In the highlands, Elephant Race Festivals are held annually during the spring; riders will ride their elephants for about 1.6 km (0.99 mi) and the winning elephant will be given sugarcane. Traditional Vietnamese weddings remain widely popular.
=== Sports ===
The Vovinam, kim ke and bình định martial arts are widespread in Vietnam, while football is the country's most popular sport. Its national team won the ASEAN Football Championship twice in 2008 and 2018 and reached the quarter-finals of 2019 AFC Asian Cup, its junior team of under-23 became the runners-up of 2018 AFC U-23 Championship and reached fourth place in 2018 Asian Games, while the under-20 managed to qualify the 2017 FIFA U-20 World Cup for the first time in their football history. The national football women's team also traditionally dominates the Southeast Asian Games, along with its chief rival, Thailand. Other Western sports such as badminton, tennis, volleyball, ping-pong and chess are also widely popular. Vietnam has participated in the Summer Olympic Games since 1952. After the partition of the country in 1954, only South Vietnam competed in the games, sending athletes to the 1956 and 1972 Olympics. Since the reunification of Vietnam in 1976, it has competed as the Socialist Republic of Vietnam, attending every Summer Olympics from 1988 onwards. The present Vietnam Olympic Committee was formed in 1976 and recognised by the International Olympic Committee (IOC) in 1979. Vietnam has never participated in the Winter Olympic Games. In 2016, Vietnam won their first gold medal at the Olympics. Basketball has become an increasingly popular sport in Vietnam, especially in Ho Chi Minh City, Hanoi and Sóc Trăng.
== See also ==
Index of Vietnam-related articles
Outline of Vietnam
== Notes ==
== References ==
== Sources ==
=== Print ===
=== Legislation and government source ===
=== Academic publications ===
=== News and magazines ===
=== Websites ===
=== Free content ===
== External links ==
Vietnam profile from BBC News
Vietnam. The World Factbook. Central Intelligence Agency. (CIA)
Vietnam from UCB Libraries GovPubs (archived 3 October 2012)
Vietnam at Curlie
Vietnam at Encyclopædia Britannica
Wikimedia Atlas of Vietnam
Key Development Forecasts for Vietnam from International Futures
=== Government ===
Portal of the Government of Vietnam Archived 20 May 2020 at the Wayback Machine
Communist Party of Vietnam – official website (in Vietnamese)
National Assembly – the Vietnamese legislative body
General Statistics Office
Ministry of Foreign Affairs
Chief of State and Cabinet Members (archived 5 October 2013)
=== Media and censorship ===
Robert N. Wilkey. "Vietnam's Antitrust Legislation and Subscription to E-ASEAN: An End to the Bamboo Firewall Over Internet Regulation?" The John Marshall Journal of Computer and Information Law. Vol. XX, No. 4. Summer 2002. Retrieved 16 February 2013.
=== Tourism ===
Official tourism website
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Capital city
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A capital city or just capital is the municipality holding primary status in a country, state, province, department, or other subnational entity, usually as its seat of the government. A capital is typically a city that physically encompasses the government's offices and meeting places; the status as capital is often designated by its law or constitution. In some jurisdictions, including several countries, different branches of government are in different settlements, sometimes meaning multiple official capitals. In some cases, a distinction is made between the official (constitutional) capital and the seat of government, which is in another place.
English-language news media often use the name of the capital city as an alternative name for the government of the country of which it is the capital, as a form of metonymy. For example, "relations between Washington and London" refers to "relations between the United States and the United Kingdom".
== Terminology and etymology ==
The word capital derives from the Latin word caput (genitive capitis), meaning 'head'.
In several English-speaking states, the terms county town and county seat are also used in lower subdivisions. In some unitary states, subnational capitals may be known as 'administrative centres'. The capital is often the largest city of its constituent, though not always.
== Origins ==
Historically, the major economic centre of a state or region has often become the focal point of political power, and became a capital through conquest or federation. Examples are ancient Babylon, Abbasid Baghdad, ancient Athens, Rome, Bratislava, Budapest, Constantinople, Chang'an, ancient Cusco, Kyiv, Madrid, Paris, Podgorica, London, Beijing, Prague, Tallinn, Tokyo, Lisbon, Riga, Vilnius, and Warsaw. (The modern capital city has, however, not always existed: in medieval Western Europe, an itinerant (wandering) government was common.)The capital city naturally attracts politically motivated people and those whose skills are needed for efficient administration of national or imperial governments, such as lawyers, political scientists, bankers, journalists, and public policy makers. Some of these cities are or were also religious centres, e.g. Constantinople (more than one religion), Rome/Vatican City (the Roman Catholic Church), Jerusalem (more than one religion), Babylon, Moscow (the Russian Orthodox Church), Belgrade (the Serbian Orthodox Church), Paris, and Beijing. In some countries, the capital has been changed for geopolitical reasons; Finland's first city, Turku, which had served as the country's capital since the Middle Ages under the Swedish rule, lost its right during the Grand Duchy of Finland in 1812, when Helsinki was made the current capital of Finland by the Russian Empire.The convergence of political and economic or cultural power is by no means universal. Traditional capitals may be economically eclipsed by provincial rivals as is the case with Nanjing by Shanghai, Quebec City by Montreal, and several US state capitals. The decline of a dynasty or culture could also mean the extinction of its capital city, as occurred at Babylon and Cahokia. "Political nomadism" was practiced in ancient Near East to increase ties between the ruler and the subjects.Although many capitals are defined by constitution or legislation, many long-time capitals have no such legal designation, including Bern, Edinburgh, Lisbon, London, Paris, and Wellington. They are recognized as capitals as a matter of convention, and because all or almost all the country's central political institutions, such as government departments, supreme court, legislature, embassies, etc., are located in or near them.
== Modern capitals ==
Many modern capital cities are located in the centre of countries so they are more accessible to its population and have better protection from possible invasions. (See also § Capitals in military strategy) The location may also be based on a compromise among two or more cities or other political divisions, historical reasons, or enough land was needed to deliberately build a new planned city for the capital. The majority of national capitals are also the largest city in their respective countries.
Counties in the United Kingdom have historic county towns, which are often not the largest settlement within the county and often are no longer administrative centres, as many historical counties are now only ceremonial, and administrative boundaries are different. The number of new capitals in the world increased substantially since the Renaissance period, especially with the founding of independent nation-states since the eighteenth century.In Canada, there is a federal capital, while the ten provinces and three territories each have capital cities. The states of such countries as Mexico, Brazil (including the famous cities of Rio de Janeiro and São Paulo, capitals of their respective states), and Australia also each have capital cities. For example, the six state capitals of Australia are Adelaide, Brisbane, Hobart, Melbourne, Perth, and Sydney. In Australia, the term "capital cities" is regularly used to refer to those six state capitals plus the federal capital Canberra, and Darwin, the capital of the Northern Territory. Abu Dhabi is the capital city of the Emirate of Abu Dhabi and also of the United Arab Emirates overall.
In unitary states which consist of multiple constituent nations, such as the United Kingdom and the Kingdom of Denmark, each will usually have its own capital city. Unlike in federations, there is usually not a separate national capital, but rather the capital city of one constituent nation will also be the capital of the state overall, such as London, which is the capital of England and of the United Kingdom. Similarly, each of the autonomous communities of Spain and regions of Italy has a capital city, such as Seville and Naples, while Madrid is the capital of the Community of Madrid and of the Kingdom of Spain as a whole and Rome is the capital of Italy and of the region of Lazio.
In the Federal Republic of Germany, each of its constituent states (or Länder, plural of Land) has its own capital city, such as Dresden, Wiesbaden, Mainz, Düsseldorf, Stuttgart, and Munich, as do all of the republics of the Russian Federation. The national capitals of Germany and Russia (the Stadtstaat of Berlin and the federal city of Moscow) are also constituent states of both countries in their own right. Each of the states of Austria and cantons of Switzerland also have their own capital cities. Vienna, the national capital of Austria, is also one of the states, while Bern is the (de facto) capital of both Switzerland and of the Canton of Bern.
== Planned capitals ==
Governing entities sometimes plan, design and build new capital cities to house the seat of government of a polity or of a subdivision. Deliberately planned and designed capitals include:
Abuja, Nigeria (1991)
Aracaju, Sergipe, Brazil (1855)
Ankara, Turkey (1923)
Astana, Kazakhstan (1997)
Austin, Texas, US (1839)
Belmopan, Belize (1970)
Belo Horizonte, Minas Gerais, Brazil (1897)
Brasília, Brazil (1960)
Bhubaneswar, Odisha, India (1948)
Canberra, Australia (1927)
Chandigarh, Punjab and Haryana, India (1966)
Columbia, South Carolina, US (1786)
Constantinople, Roman Empire (324–330)
Frankfort, Kentucky, US (1792)
Gaborone, Botswana (1964)
Gandhinagar, Gujarat, India (1960)
Goiânia, Goiás, Brazil (1933)
Huambo (Nova Lisboa), Huambo, Angola (1912)
Indianapolis, Indiana, US (1825)
Islamabad, Pakistan (1960)
Jefferson City, Missouri, US (1821)
La Plata, Buenos Aires Province, Argentina (1882)
Nava Raipur or Atal Nagar, Chhattisgarh, India (2003)
Naypyidaw, Myanmar (2005–2006)
New Delhi, British India (1911)
Nusantara, Indonesia (2024)
Oklahoma City, Oklahoma, US (1889)
Palmas, Tocantins, Brazil (1989)
Putrajaya, Malaysia (1995)
Quezon City, Philippines (1948–76)
Raleigh, North Carolina, US (1792)
Smederevo, Serbian Despotate (1428–1459)
Soltaniyeh, Ilkhanate (1306–1335)
Valletta, Malta (1571)
Washington, D.C., US (1800)
Zhongxing New Village, Nantou County, Taiwan Province, Rep. of China (1956)These cities satisfy one or both of the following criteria:
A deliberately planned city that was built expressly to house the seat of government, superseding a capital city that was in an established population center. There have been various reasons for this, including overcrowding in that major metropolitan area, and the desire to place the capital city in a location with a better climate (usually a less tropical one).
A town that was chosen as a compromise among two or more cities (or other political divisions), none of which was willing to concede to the other(s) the privilege of being the capital city. Usually, the new capital is geographically located roughly equidistant between the competing population centres.
=== Compromise locations ===
Some examples of the second situation (compromise locations) are:
Canberra, Australia, chosen as a compromise location between Melbourne and Sydney.
Washington, D.C., United States, founded as a compromise between more urbanized Northern states and agrarian Southern slave states to share national power. The Compromise of 1790, resulted in the passage of the Residence Act, which approved the creation of a national capital on the Potomac River on land ceded from Maryland and Virginia.
Frankfort, Kentucky, midway between Louisville and Lexington.
Ottawa, Ontario, Canada, along the boundary between the two former colonies that formed the core of pre-Confederation Canada—primarily English-speaking Upper Canada and primarily French-speaking Lower Canada. Today, this border separates the two most populous of Canada's ten modern provinces, Ontario and Quebec.
Tallahassee, Florida, chosen as the midpoint between Pensacola and St. Augustine, Florida – then the two largest cities in Florida.
Wellington became the capital city of New Zealand in 1865. It lies at the southern tip of the North Island of New Zealand, the smaller of New Zealand's two main islands (which subsequently became the more populous island) immediately across Cook Strait from the South Island. The previous capital, Auckland, lies much further north in the North Island; the move followed a long argument for a more central location for parliament.
Managua, Nicaragua, chosen to appease rivals in León and Granada, which also were associated with the liberal and conservative political factions respectively
Jefferson City, Missouri was selected as the state capital in 1821, the year after Missouri was admitted to the Union, due to its central location within the state. It is almost halfway between Missouri's two largest cities, Kansas City in the west and St. Louis in the east, although Kansas City was not incorporated until 1850.Changes in a nation's political regime sometimes result in the designation of a new capital. Akmola (renamed Astana in 1998) became the capital of Kazakhstan in 1997, following the collapse of the Soviet Union in 1991. Naypyidaw was founded in Burma's interior as the former capital, Rangoon, was claimed to be overcrowded.
== Unusual capital city arrangements ==
A few nation-states have multiple capitals, and there are also several states that have no capital. Some have a city as the capital but with most government agencies elsewhere.
There is also a ghost town which is currently the de jure capital of a territory: Plymouth in Montserrat.
Belize: Belmopan was designated the national capital of then-British Honduras in 1971, but most government offices and embassies are still located in Belize City.
Canary Islands (Spain): Until 1927, the capital of the Province of Canarias was Santa Cruz de Tenerife. When the Canary Islands became an autonomous community in 1982, Santa Cruz de Tenerife and Las Palmas de Gran Canaria were both given capital status. There is currently a balance of institutions between the two capitals; the Canary Islands is the only autonomous community in Spain which has two capitals.
Chile: Santiago is the capital even though the National Congress of Chile meets in Valparaíso.
Estonia: the Supreme Court and the Ministry of Education and Research are located in Tartu.
France: The French constitution does not recognize any capital city in France. By law Paris is the seat of both houses of Parliament (the National Assembly and the Senate), but their joint congresses are held at the Palace of Versailles. In case of emergency, the seat of the constitutional powers can be transferred to another town, in order for the Houses of Parliament to sit in the same location as the President and Cabinet.
Germany: The official capital Berlin is home to the parliament and the highest bodies of the executive branch (consisting of the ceremonial presidency and effective chancellery). Various ministries are located in the former West German capital of Bonn, which now has the title "Federal City". The Federal Constitutional Court has its seat in Karlsruhe which, as a consequence, is sometimes called Germany's "judicial capital"; none of Germany's highest judicial organs are located in Berlin. Various German government agencies are located in other parts of Germany.
India:
Andhra Pradesh: Hyderabad is the de jure capital of the state until 2024, while Amaravati is the de facto seat of government. The Governor of Andhra Pradesh has his official residence in Vijayawada
Chhattisgarh: Raipur is the administrative and legislative capital, while the high court (judiciary capital) is located in Bilaspur. The proposed future capital is Nava Raipur.
Jammu and Kashmir: Srinagar serves as the summer capital of the state while Jammu is the winter capital. Every six months, the entire state machinery shifts from one city to another.
Kerala: Thiruvananthapuram is the administrative and legislative capital of the state, while the high court is located in Ernakulam.
Himachal Pradesh: Shimla is the primary capital city. Dharamshala, which is also the headquarters of the Central Tibetan Administration, is the second winter capital of the state.
Madhya Pradesh: Bhopal is the administrative and legislative capital of the state, while the high court is located in Jabalpur.
Punjab and Haryana: Both states share Chandigarh as their capital city. The city itself is administered as a Union territory.
Odisha: Bhubaneswar is the administrative and legislative capital of the state, while the high court is located in Cuttack.
Rajasthan: Jaipur is the administrative and legislative capital of the state, while the high court is located in Jodhpur.
Uttarakhand: Dehradun is the administrative and legislative capital, while the high court is located in Nainital. The proposed future capital is Gairsain.
Ladakh: Leh and Kargil serve as joint capitals of the Union Territory.
South Korea: Seoul remains as the capital and seat of the government's branches, but many government agencies have moved to Sejong City.
Malaysia: Kuala Lumpur is the constitutional capital, home of the King, and seat of Parliament, but the federal administrative centre and judiciary have been moved 30 kilometres (19 mi) south to Putrajaya.
Monaco, Singapore, and the Vatican City are city-states, and thus do not contain any distinct capital city as a whole. However, in Singapore's case, the main judiciary and legislative offices are located in the Downtown Core. Similarly, while Victoria was the capital of colonial Hong Kong, the heart of old Victoria, now known as Central, serves as the seat of government offices today. Vatican City, however, is the religious centre of the Roman Catholic Church and houses the offices and departments of Holy See which serves as the government of both the city-state and worldwide Catholic Church.
Montenegro: The official capital Podgorica is home to the parliament and the executive, but the seat of the presidency is in the former royal capital of Cetinje.
Myanmar (Burma): Naypyidaw was designated the national capital in 2005, the same year it was founded, but most government offices and embassies are still located in Yangon (Rangoon).
Nauru: Nauru, a microstate of only 21 square kilometres (8.1 sq mi), has no distinct capital city, but has a capital district instead.
Pakistan: Islamabad is a modern purpose-built capital city. Its construction started in 1960 and was completed in 1966. The capital was first shifted temporarily from Karachi to Rawalpindi in 1960, and then to Islamabad when essential development work was completed. It was built as a forward capital for strategic and economic reasons.
Philippines: Presidential Decree No. 940, issued on 24 June 1976, designates the whole of National Capital Region (NCR) or Metro Manila as the seat of government, with the City of Manila as the country's capital. Some national government institutions and agencies are located within the Manila capital city, while others are scattered on other parts of the metropolitan area. The presidential palace (Malacañang Palace, serving as the seat of the President of the Philippines) and the Supreme Court are located within the capital city while the two houses of Congress are located outside the capital Manila but within the metropolis of the same name.
Portugal:
National capital: the Portuguese constitution has no reference to a capital. Although Lisbon is home to the Parliament, the President's and the Prime Minister's official residences, all the Government's departments, all the embassies and the highest courts, no Portuguese official document states that Lisbon is the national capital.
Azores: since the establishment of local autonomy in 1976, the Azores has three designated regional capital cities: Ponta Delgada at São Miguel Island (seat of the Autonomous Government); Horta at Faial Island (seat of the Legislative Assembly); and Angra do Heroísmo at Terceira Island (seat of the judiciary and the historical capital of the Azores, in addition to being the seat of the Roman Catholic Diocese of Angra).
Sri Lanka: Sri Jayawardenepura Kotte is designated the administrative capital and the location of the parliament, while the former capital, Colombo, is now designated as the "commercial capital". However, many government offices are still located in Colombo. Both cities are in the Colombo District.
South Africa: The administrative capital is Pretoria, the legislative capital is Cape Town, and the judicial capital is Bloemfontein. This is the outcome of the compromise that created the Union of South Africa in 1910. Despite Bloemfontein's status as the judicial capital, the country's highest court, the Constitutional Court of South Africa, sits in its largest city, Johannesburg.
Switzerland: Bern is the Federal City of Switzerland and functions as de facto capital. However, the Swiss Supreme Court is located in Lausanne which is also the Olympic Capital.
Canton of Zurich: Zurich is the de facto capital of the canton, but the cantonal constitution makes no mention of a capital city.
Tanzania: Dodoma was designated the national capital in 1996, but most government offices and embassies are still located in Dar es Salaam.
United States:
California: The state executive and legislative branches and most government agencies are based in Sacramento but the California Supreme Court is headquartered in San Francisco with secondary meeting places in Sacramento and Los Angeles.
Illinois: Springfield has the seats of the branches of state government and serves as the official state capital. However various Illinois government officials primarily reside in or are primarily active in Chicago. (see: Government of Illinois § Capital city for a further explanation)
Louisiana: The state executive and legislative branches and most government agencies are based in Baton Rouge, but the Louisiana Supreme Court is located in New Orleans.
New York: The state capital and government are headquartered in Albany, but many officials are mostly active in or live in New York City.
Pennsylvania: The state capital is Harrisburg but each one of the state Supreme Court and its two appellate courts holds hearings in the three cities of Harrisburg, Philadelphia, and Pittsburgh. Also, most statewide elected officials and officers who are based in Southeast Pennsylvania (City of Philadelphia, Bucks County, Montgomery County, Delaware County, and Chester County) prefer working mostly in Philadelphia.
=== Capitals that are not the seat of government ===
There are several countries where, for various reasons, the official capital and de facto seat of government are separated:
Benin: Porto-Novo is the official capital, but Cotonou is the seat of government.
Bolivia: Sucre is the constitutional capital, and the supreme tribunal of justice is located in Sucre, making it the judicial capital. The Palacio Quemado, the national congress and national electoral court are located in La Paz, making it the seat of government.
Ivory Coast: Yamoussoukro was designated the national capital in 1983, but most government offices and embassies are still located in Abidjan.
Netherlands: Amsterdam is the constitutional national capital even though the Dutch government, the parliament, the supreme court, the Council of State, and the work palace of the King are all located in The Hague, as are all the embassies. (For more details see: Capital of the Netherlands.)Some historical examples of similar arrangements, where the recognized capital was not the official seat of government:
Kingdom of England: The traditional capital was the City of London, while Westminster, outside of the boundaries of the City of London, was the seat of government. They are both today part of the urban core of Greater London.
Kingdom of France: The traditional capital was Paris, though from 1682 to 1789 the seat of government was at the Palace of Versailles, located in a rural area southwest of Paris.
=== Disputed capitals ===
Cyprus and Northern Cyprus: Nicosia, "the last divided capital", is divided in two by the United Nations Buffer Zone in Cyprus (Green Line). Both the Republic of Cyprus, which has de facto control of the south, and the largely unrecognized Turkish Republic of Northern Cyprus, which has de facto control of North Nicosia, claim the entire city as their capital.
Israel and Palestine: Both the Government of Israel and the Palestinian Authority claim Jerusalem as their capital. Jerusalem serves as Israel's capital, with the presidential residence, government offices, supreme court and parliament (Knesset) located there, while the Palestinian Authority has no de facto or de jure control over any of Jerusalem. Many countries, with the notable exception of the United States, which recognizes Jerusalem as the capital of Israel, take the position that the final status of Jerusalem is unsettled pending future negotiations. Most countries maintain their diplomatic missions to Israel in Tel Aviv, while diplomatic missions to Palestine are in various places such as Ramallah, Gaza City, Cairo and Damascus.
== Capital as symbol ==
With the rise of the modern nation-state, the capital city has become a symbol for the state and its government, and imbued with political meaning. Unlike medieval capitals, which were declared wherever a monarch held his or her court, the selection, relocation, founding, or capture of a modern capital city is a highly symbolic event. For example:
The ruined and almost uninhabited Athens was made capital of newly independent Greece in 1834, four years after the country gained its independence, with the romantic notion of reviving the glory of Ancient Greece. Similarly, following the Cold War and German reunification, Berlin is now once again the capital of Germany. Other restored capital cities include Moscow after the October Revolution.
A symbolic relocation of a capital city to a geographically or demographically peripheral location may be for either economic or strategic reasons (sometimes known as a forward capital or spearhead capital). Peter the Great moved his government from Moscow to Saint Petersburg to give the Russian Empire a European orientation. The economically significant city of Nafplion became the first capital of Greece, when Athens was an unimportant village. The Ming emperors moved their capital to Beijing from the more central Nanjing to help supervise the border with the Mongols. During the 1857 rebellion, Indian rebels considered Delhi their capital, and Bahadur Shah Zafar was proclaimed emperor, but the ruling British had their capital in Calcutta. In 1877, the British formally held a 'Durbar' in Delhi, proclaiming Queen Victoria as 'Empress of India'. Delhi finally became the colonial capital after the Coronation Durbar of King-Emperor George V in 1911, continuing as independent India's capital from 1947. Other examples include Abuja, Astana, Brasília, Helsinki, Islamabad, Naypyidaw, and Yamoussoukro.
The selection or founding of a "neutral" capital city, one unencumbered by regional or political identities, was meant to represent the unity of a new state when Ankara, Bern, Brasília, Canberra, Madrid, Ottawa and Washington became capital cities. Sometimes, the location of a new capital city was chosen to terminate actual or potential squabbling between various entities, such as in the cases of Brasília, Canberra, Ottawa, Washington, Wellington and Managua.
The British-built town of New Delhi represented a simultaneous break and continuity with the past, the location of Delhi being where many imperial capitals were built (Indraprastha, Dhillika, and Shahjahanabad) but the actual capital being the new British-built town designed by Edwin Lutyens. Wellington, on the southwestern tip of the North Island of New Zealand, replaced the much more northerly city of Auckland to place the national capital close to the South Island and hence to placate its residents, many of whom had sympathies with separatism.
During the American Civil War, tremendous resources were expended to defend Washington, D.C., which bordered on the Confederate States of America (with the Commonwealth of Virginia), from Confederate attack even though the relatively small federal government could easily have been moved elsewhere. Likewise, great resources were expended by the Confederacy in defending the Confederate capital from attack by the Union, in its exposed location of Richmond, Virginia, barely 100 miles (160 km) south of Washington, D.C.
Two national capitals refer to another sovereign state. The name of Tallinn, the capital of Estonia, is thought to be derived from Taani linn, originally meaning "Danish Castle" and now "Danish Town" in Estonian, named after the Toompea Castle, which Denmark controlled in 1219–1227, 1238–1332 and in 1340–1346. Port of Spain, the capital of Trinidad and Tobago, was named so in Spanish by the first settlers from Spain in the 16th century. See List of national capital city name etymologies for more.
== Capitals in military strategy ==
The capital city is usually but not always a primary target in a war, as capturing it usually guarantees capture of much of the enemy government, victory for the attacking forces, or at the very least demoralization for the defeated forces.
In ancient China, where governments were massive centralized bureaucracies with little flexibility on the provincial level, a dynasty could easily be toppled with the fall of its capital. In the Three Kingdoms period, both Shu and Wu fell when their respective capitals of Chengdu and Jianye fell. The Ming dynasty relocated its capital from Nanjing to Beijing, where they could more effectively control the generals and troops guarding the borders from Mongols and Manchus. The Ming was destroyed when Li Zicheng took their seat of power, and this pattern repeats itself in Chinese history, until the fall of the traditional Confucian monarchy in the 20th century. After the Qing dynasty's collapse, decentralization of authority and improved transportation and communication technologies allowed both the Chinese Nationalists and Chinese Communists to rapidly relocate capitals and keep their leadership structures intact during the great crisis of Japanese invasion.
National capitals were arguably less important as military objectives in other parts of the world, including the West, because of socioeconomic trends toward localized authority, a strategic modus operandi especially popular after the development of feudalism and reaffirmed by the development of democratic and capitalistic philosophies. In 1204, after the Latin Crusaders captured the Byzantine capital, Constantinople, Byzantine forces were able to regroup in several provinces; provincial noblemen managed to reconquer the capital after 60 years and preserve the empire for another 200 years after that. The British forces sacked various American capitals repeatedly during the Revolutionary War and War of 1812, but American forces could still carry on fighting from the countryside, where they enjoyed support from local governments and the traditionally independent civilian frontiersmen. Exceptions to these generalizations include highly centralized states such as France, whose centralized bureaucracies could effectively coordinate far-flung resources, giving the state a powerful advantage over less coherent rivals, but risking utter ruin if the capital were taken.
== See also ==
Capital region
Lists of capitals
List of countries whose capital is not their largest city
List of countries with multiple capitals
Primate city
Temporary capital
== Further reading ==
Andreas Daum, "Capitals in Modern History: Inventing Urban Spaces for the Nation", in Berlin – Washington, 1800–2000: Capital Cities, Cultural Representation, and National Identities, ed. Andreas Daum and Christof Mauch. New York: Cambridge University Press, 2006, pp. 3–28.
Capital Cities: International Perspectives – Les capitales: Perspectives internationales, ed. John Taylor, Jean G. Lengellé and Caroline Andrew. Ottawa: Carleton University Press, 1993, ISBN 978-0-7735-8496-9.
== References ==
== External links ==
Media related to Capitals at Wikimedia Commons
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United States Congress
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The United States Congress is the legislature of the federal government of the United States. It is bicameral, composed of a lower body, the House of Representatives, and an upper body, the Senate. It meets in the U.S. Capitol in Washington, D.C. Senators and representatives are chosen through direct election, though vacancies in the Senate may be filled by a governor's appointment. Congress has 535 voting members: 100 senators and 435 representatives. The U.S. vice president has a vote in the Senate only when senators are evenly divided. The House of Representatives has six non-voting members.The sitting of a Congress is for a two-year term, at present, beginning every other January. Elections are held every even-numbered year on Election Day. The members of the House of Representatives are elected for the two-year term of a Congress. The Reapportionment Act of 1929 established that there be 435 representatives, and the Uniform Congressional Redistricting Act requires that they be elected from single-member constituencies or districts. It is also required that the congressional districts be apportioned among states by population every ten years using the U.S. census results, provided that each state has at least one congressional representative. Each senator is elected at-large in their state for a six-year term, with terms staggered, so every two years approximately one-third of the Senate is up for election. Each state, regardless of population or size, has two senators, so currently, there are 100 senators for the 50 states.
Article One of the U.S. Constitution requires that members of Congress must be at least 25 years old (House) or at least 30 years old (Senate), have been a citizen of the U.S. for seven (House) or nine (Senate) years, and be an inhabitant of the state which they represent. Members in both chambers may stand for re-election an unlimited number of times.
The Congress was created by the U.S. Constitution and first met in 1789, replacing the Congress of the Confederation in its legislative function. Although not legally mandated, in practice since the 19th century, Congress members are typically affiliated with one of the two major parties, the Democratic Party or the Republican Party, and only rarely with a third party or independents affiliated with no party. In the case of the latter, the lack of affiliation with a political party does not mean that such members are unable to caucus with members of the political parties. Members can also switch parties at any time, although this is quite uncommon.
== Overview ==
Article One of the United States Constitution states, "All legislative Powers herein granted shall be vested in a Congress of the United States, which shall consist of a Senate and House of Representatives." The House and Senate are equal partners in the legislative process – legislation cannot be enacted without the consent of both chambers. The Constitution grants each chamber some unique powers. The Senate ratifies treaties and approves presidential appointments while the House initiates revenue-raising bills.
The House initiates impeachment cases, while the Senate decides impeachment cases. A two-thirds vote of the Senate is required before an impeached person can be removed from office.The term Congress can also refer to a particular meeting of the legislature. A Congress covers two years; the current one, the 118th Congress, began on January 3, 2023, and will end on January 3, 2025. Since the adoption of the Twentieth Amendment to the United States Constitution, the Congress has started and ended at noon on the third day of January of every odd-numbered year. Members of the Senate are referred to as senators; members of the House of Representatives are referred to as representatives, Congressmen, or Congresswomen.
Scholar and representative Lee H. Hamilton asserted that the "historic mission of Congress has been to maintain freedom" and insisted it was a "driving force in American government" and a "remarkably resilient institution". Congress is the "heart and soul of our democracy", according to this view, even though legislators rarely achieve the prestige or name recognition of presidents or Supreme Court justices; one wrote that "legislators remain ghosts in America's historical imagination." One analyst argues that it is not a solely reactive institution but has played an active role in shaping government policy and is extraordinarily sensitive to public pressure. Several academics described Congress:
Congress reflects us in all our strengths and all our weaknesses. It reflects our regional idiosyncrasies, our ethnic, religious, and racial diversity, our multitude of professions, and our shadings of opinion on everything from the value of war to the war over values. Congress is the government's most representative body ... Congress is essentially charged with reconciling our many points of view on the great public policy issues of the day.
Congress is constantly changing and is constantly in flux. In recent times, the American South and West have gained House seats according to demographic changes recorded by the census and includes more women and minorities. While power balances among the different parts of government continue to change, the internal structure of Congress is important to understand along with its interactions with so-called intermediary institutions such as political parties, civic associations, interest groups, and the mass media.The Congress of the United States serves two distinct purposes that overlap: local representation to the federal government of a congressional district by representatives and a state's at-large representation to the federal government by senators.
Most incumbents seek re-election, and their historical likelihood of winning subsequent elections exceeds 90 percent.The historical records of the House of Representatives and the Senate are maintained by the Center for Legislative Archives, which is a part of the National Archives and Records Administration.Congress is directly responsible for the governing of the District of Columbia, the current seat of the federal government.
== History ==
The First Continental Congress was a gathering of representatives from twelve of the thirteen colonies of North America. On July 4, 1776, the Second Continental Congress adopted the Declaration of Independence, referring to the new nation as the "United States of America". The Articles of Confederation in 1781 created the Congress of the Confederation, a unicameral body with equal representation among the states in which each state had a veto over most decisions. Congress had executive but not legislative authority, and the federal judiciary was confined to admiralty and lacked authority to collect taxes, regulate commerce, or enforce laws.
Government powerlessness led to the Convention of 1787 which proposed a revised constitution with a two-chamber or bicameral Congress. Smaller states argued for equal representation for each state. The two-chamber structure had functioned well in state governments. A compromise plan, the Connecticut Compromise, was adopted with representatives chosen by population (benefiting larger states) and exactly two senators chosen by state governments (benefiting smaller states). The ratified constitution created a federal structure with two overlapping power centers so that each citizen as an individual is subject to the powers of state government and national government. To protect against abuse of power, each branch of government – executive, legislative, and judicial – had a separate sphere of authority and could check other branches according to the principle of the separation of powers. Furthermore, there were checks and balances within the legislature since there were two separate chambers. The new government became active in 1789.Political scientist Julian E. Zelizer suggested there were four main congressional eras, with considerable overlap, and included the formative era (1780s–1820s), the partisan era (1830s–1900s), the committee era (1910s–1960s), and the contemporary era (1970–present).
=== 1780s–1820s: Formative Era ===
Federalists and anti-federalists jostled for power in the early years as political parties became pronounced. With the passage of the Constitution and the Bill of Rights, the anti-federalist movement was exhausted. Some activists joined the Anti-Administration Party that James Madison and Thomas Jefferson were forming about 1790–1791 to oppose policies of Treasury Secretary Alexander Hamilton; it soon became the Democratic-Republican Party or the Jeffersonian Republican Party and began the era of the First Party System. Thomas Jefferson's election to the presidency marked a peaceful transition of power between the parties in 1800. John Marshall, 4th chief justice of the Supreme Court, empowered the courts by establishing the principle of judicial review in law in the landmark case Marbury v. Madison in 1803, effectively giving the Supreme Court a power to nullify congressional legislation.
=== 1830s–1900s: Partisan Era ===
These years were marked by growth in the power of political parties. The watershed event was the Civil War which resolved the slavery issue and unified the nation under federal authority but weakened the power of states' rights. The Gilded Age (1877–1901) was marked by Republican dominance of Congress. During this time, lobbying activity became more intense, particularly during the administration of President Ulysses S. Grant in which influential lobbies advocated for railroad subsidies and tariffs on wool. Immigration and high birth rates swelled the ranks of citizens and the nation grew at a rapid pace. The Progressive Era was characterized by strong party leadership in both houses of Congress as well as calls for reform; sometimes reformers said lobbyists corrupted politics. The position of Speaker of the House became extremely powerful under leaders such as Thomas Reed in 1890 and Joseph Gurney Cannon. The Senate was effectively controlled by a half dozen men.
=== 1910s–1960s: Committee Era ===
A system of seniority, in which long-time members of Congress gained more and more power, encouraged politicians of both parties to seek long terms. Committee chairmen remained influential in both houses until the reforms of the 1970s.
Important structural changes included the direct popular election of senators according to the Seventeenth Amendment, ratified on April 8, 1913. Supreme Court decisions based on the Constitution's commerce clause expanded congressional power to regulate the economy. One effect of popular election of senators was to reduce the difference between the House and Senate in terms of their link to the electorate. Lame duck reforms according to the Twentieth Amendment reduced the power of defeated and retiring members of Congress to wield influence despite their lack of accountability.The Great Depression ushered in President Franklin Roosevelt and strong control by Democrats and historic New Deal policies. Roosevelt's election in 1932 marked a shift in government power towards the executive branch. Numerous New Deal initiatives came from the White House rather initiated by Congress. President Roosevelt pushed his agenda in Congress by detailing Executive Branch staff to friendly Senate committees (a practice that ended with the Legislative Reorganization Act of 1946). The Democratic Party controlled both houses of Congress for many years. During this time, Republicans and conservative southern Democrats formed the Conservative Coalition. Democrats maintained control of Congress during World War II. Congress struggled with efficiency in the postwar era partly by reducing the number of standing congressional committees. Southern Democrats became a powerful force in many influential committees although political power alternated between Republicans and Democrats during these years. More complex issues required greater specialization and expertise, such as space flight and atomic energy policy. Senator Joseph McCarthy exploited the fear of communism during the Second Red Scare and conducted televised hearings. In 1960, Democratic candidate John F. Kennedy narrowly won the presidency and power shifted again to the Democrats who dominated both houses of Congress until 1994.
=== Since 1970: Contemporary Era ===
Congress enacted Johnson's Great Society program to fight poverty and hunger. The Watergate Scandal had a powerful effect of waking up a somewhat dormant Congress which investigated presidential wrongdoing and coverups; the scandal "substantially reshaped" relations between the branches of government, suggested political scientist Bruce J. Schulman. Partisanship returned, particularly after 1994; one analyst attributes partisan infighting to slim congressional majorities which discouraged friendly social gatherings in meeting rooms such as the Board of Education. Congress began reasserting its authority. Lobbying became a big factor despite the 1971 Federal Election Campaign Act. Political action committees or PACs could make substantive donations to congressional candidates via such means as soft money contributions. While soft money funds were not given to specific campaigns for candidates, the money often benefited candidates substantially in an indirect way and helped reelect candidates. Reforms such as the 2002 Bipartisan Campaign Reform Act limited campaign donations but did not limit soft money contributions. One source suggests post-Watergate laws amended in 1974 meant to reduce the "influence of wealthy contributors and end payoffs" instead "legitimized PACs" since they "enabled individuals to band together in support of candidates". From 1974 to 1984, PACs grew from 608 to 3,803 and donations leaped from $12.5 million to $120 million along with concern over PAC influence in Congress. In 2009, there were 4,600 business, labor and special-interest PACs including ones for lawyers, electricians, and real estate brokers. From 2007 to 2008, 175 members of Congress received "half or more of their campaign cash" from PACs.From 1970 to 2009, the House expanded delegates, along with their powers and privileges representing U.S. citizens in non-state areas, beginning with representation on committees for Puerto Rico's resident commissioner in 1970. In 1971, a delegate for the District of Columbia was authorized, and in 1972 new delegate positions were established for U.S. Virgin Islands and Guam. 1978 saw an additional delegate for American Samoa, and another for the Commonwealth of the Northern Mariana Islands began in 2009. These six members of Congress enjoy floor privileges to introduce bills and resolutions, and in recent Congresses they vote in permanent and select committees, in party caucuses and in joint conferences with the Senate. They have Capitol Hill offices, staff and two annual appointments to each of the four military academies. While their votes are constitutional when Congress authorizes their House Committee of the Whole votes, recent Congresses have not allowed for that, and they cannot vote when the House is meeting as the House of Representatives.
In the late 20th century, the media became more important in Congress's work. Analyst Michael Schudson suggested that greater publicity undermined the power of political parties and caused "more roads to open up in Congress for individual representatives to influence decisions". Norman Ornstein suggested that media prominence led to a greater emphasis on the negative and sensational side of Congress, and referred to this as the tabloidization of media coverage. Others saw pressure to squeeze a political position into a thirty-second soundbite. A report characterized Congress in 2013 as unproductive, gridlocked, and "setting records for futility". In October 2013, with Congress unable to compromise, the government was shut down for several weeks and risked a serious default on debt payments, causing 60% of the public to say they would "fire every member of Congress" including their own representative. One report suggested Congress posed the "biggest risk to the U.S. economy" because of its brinksmanship, "down-to-the-wire budget and debt crises" and "indiscriminate spending cuts", resulting in slowed economic activity and keeping up to two million people unemployed. There has been increasing public dissatisfaction with Congress, with extremely low approval ratings which dropped to 5% in October 2013.On January 6, 2021, the Congress gathered to confirm the election of Joe Biden, when supporters of the outgoing president Donald Trump attacked the building. The session of Congress ended prematurely and Congress representatives evacuated. Trump supporters occupied Congress until D.C police evacuated the area. The event was the first time since the Burning of Washington that the United States Congress was forcefully occupied.
== Women in Congress ==
Various social and structural barriers have prevented women from gaining seats in Congress. In the early 20th century, women's domestic roles and the inability to vote forestalled opportunities to run for and hold public office. The two party system and the lack of term limits favored incumbent white men, making the widow's succession – in which a woman temporarily took over a seat vacated by the death of her husband – the most common path to Congress for white women.Women candidates began making substantial inroads in the later 20th century, due in part to new political support mechanisms and public awareness of their underrepresentation in Congress. Recruitment and financial support for women candidates were rare until the second-wave feminism movement, when activists moved into electoral politics. Beginning in the 1970s, donors and political-action-committees like EMILY's List began recruiting, training and funding women candidates. Watershed political moments like the confirmation of Clarence Thomas and the 2016 presidential election created momentum for women candidates, resulting in the Year of the Woman and the election of members of The Squad, respectively.Women of color faced additional challenges that made their ascension to Congress even more difficult. Jim Crow laws, voter suppression and other forms of structural racism made it virtually impossible for women of color to reach Congress prior to 1965. The passage of the Voting Rights Act that year, and the elimination of race-based immigration laws in the 1960s opened the possibility for Black, Asian American, Latina and other non-white women candidates to run for Congress.Racially polarized voting, racial stereotypes and lack of institutional support still prevent women of color from reaching Congress as easily as white people. Senate elections, which require victories in statewide electorates, have been particularly difficult for women of color. Carol Moseley Braun became the first woman of color to reach the Senate in 1993. The second, Mazie Hirono, won in 2013.
== Role ==
=== Powers ===
==== Overview ====
Article One of the Constitution creates and sets forth the structure and most of the powers of Congress. Sections One through Six describe how Congress is elected and gives each House the power to create its own structure. Section Seven lays out the process for creating laws, and Section Eight enumerates numerous powers. Section Nine is a list of powers Congress does not have, and Section Ten enumerates powers of the state, some of which may only be granted by Congress. Constitutional amendments have granted Congress additional powers. Congress also has implied powers derived from the Constitution's Necessary and Proper Clause.
Congress has authority over financial and budgetary policy through the enumerated power to "lay and collect Taxes, Duties, Imposts and Excises, to pay the Debts and provide for the common Defence and general Welfare of the United States". There is vast authority over budgets, although analyst Eric Patashnik suggested that much of Congress's power to manage the budget has been lost when the welfare state expanded since "entitlements were institutionally detached from Congress's ordinary legislative routine and rhythm." Another factor leading to less control over the budget was a Keynesian belief that balanced budgets were unnecessary.The Sixteenth Amendment in 1913 extended congressional power of taxation to include income taxes without apportionment among the several States, and without regard to any census or enumeration. The Constitution also grants Congress the exclusive power to appropriate funds, and this power of the purse is one of Congress's primary checks on the executive branch. Congress can borrow money on the credit of the United States, regulate commerce with foreign nations and among the states, and coin money. Generally, the Senate and the House of Representatives have equal legislative authority, although only the House may originate revenue and appropriation bills.
Congress has an important role in national defense, including the exclusive power to declare war, to raise and maintain the armed forces, and to make rules for the military. Some critics charge that the executive branch has usurped Congress's constitutionally defined task of declaring war. While historically presidents initiated the process for going to war, they asked for and received formal war declarations from Congress for the War of 1812, the Mexican–American War, the Spanish–American War, World War I, and World War II, although President Theodore Roosevelt's military move into Panama in 1903 did not get congressional approval. In the early days after the North Korean invasion of 1950, President Truman described the American response as a "police action". According to Time magazine in 1970, "U.S. presidents [had] ordered troops into position or action without a formal congressional declaration a total of 149 times." In 1993, Michael Kinsley wrote that "Congress's war power has become the most flagrantly disregarded provision in the Constitution," and that the "real erosion [of Congress's war power] began after World War II." Disagreement about the extent of congressional versus presidential power regarding war has been present periodically throughout the nation's history.Congress can establish post offices and post roads, issue patents and copyrights, fix standards of weights and measures, establish Courts inferior to the Supreme Court, and "make all Laws which shall be necessary and proper for carrying into Execution the foregoing Powers, and all other Powers vested by this Constitution in the Government of the United States, or in any Department or Officer thereof". Article Four gives Congress the power to admit new states into the Union.
One of Congress's foremost non-legislative functions is the power to investigate and oversee the executive branch. Congressional oversight is usually delegated to committees and is facilitated by Congress's subpoena power. Some critics have charged that Congress has in some instances failed to do an adequate job of overseeing the other branches of government. In the Plame affair, critics including Representative Henry A. Waxman charged that Congress was not doing an adequate job of oversight in this case. There have been concerns about congressional oversight of executive actions such as warrantless wiretapping, although others respond that Congress did investigate the legality of presidential decisions. Political scientists Ornstein and Mann suggested that oversight functions do not help members of Congress win reelection. Congress also has the exclusive power of removal, allowing impeachment and removal of the president, federal judges and other federal officers. There have been charges that presidents acting under the doctrine of the unitary executive have assumed important legislative and budgetary powers that should belong to Congress. So-called signing statements are one way in which a president can "tip the balance of power between Congress and the White House a little more in favor of the executive branch", according to one account. Past presidents, including Ronald Reagan, George H. W. Bush, Bill Clinton, and George W. Bush, have made public statements when signing congressional legislation about how they understand a bill or plan to execute it, and commentators, including the American Bar Association, have described this practice as against the spirit of the Constitution. There have been concerns that presidential authority to cope with financial crises is eclipsing the power of Congress. In 2008, George F. Will called the Capitol building a "tomb for the antiquated idea that the legislative branch matters".
==== Enumeration ====
The Constitution enumerates the powers of Congress in detail. In addition, other congressional powers have been granted, or confirmed, by constitutional amendments. The Thirteenth (1865), Fourteenth (1868), and Fifteenth Amendments (1870) gave Congress authority to enact legislation to enforce rights of African Americans, including voting rights, due process, and equal protection under the law. Generally militia forces are controlled by state governments, not Congress.
==== Implicit, commerce clause ====
Congress also has implied powers deriving from the Constitution's Necessary and Proper Clause which permit Congress to "make all laws which shall be necessary and proper for carrying into Execution the foregoing Powers, and all other Powers vested by this Constitution in the Government of the United States, or in any Department or Officer thereof". Broad interpretations of this clause and of the Commerce Clause, the enumerated power to regulate commerce, in rulings such as McCulloch v. Maryland, have effectively widened the scope of Congress's legislative authority far beyond that prescribed in Section Eight.
==== Territorial government ====
Constitutional responsibility for the oversight of Washington, D.C., the federal district and national capital, and the U.S. territories of Guam, American Samoa, Puerto Rico, the U.S. Virgin Islands, and the Northern Mariana Islands rests with Congress. The republican form of government in territories is devolved by congressional statute to the respective territories including direct election of governors, the D.C. mayor and locally elective territorial legislatures.Each territory and Washington, D.C., elects a non-voting delegate to the U.S. House of Representatives as they have throughout congressional history. They "possess the same powers as other members of the House, except that they may not vote when the House is meeting as the House of Representatives". They are assigned offices and allowances for staff, participate in debate, and appoint constituents to the four military service academies for the Army, Navy, Air Force and Coast Guard.Washington, D.C., citizens alone among U.S. territories have the right to directly vote for the President of the United States, although the Democratic and Republican political parties nominate their presidential candidates at national conventions which include delegates from the five major territories.
=== Checks and balances ===
Representative Lee H. Hamilton explained how Congress functions within the federal government:
To me the key to understanding it is balance. The founders went to great lengths to balance institutions against each other – balancing powers among the three branches: Congress, the president, and the Supreme Court; between the House of Representatives and the Senate; between the federal government and the states; among states of different sizes and regions with different interests; between the powers of government and the rights of citizens, as spelled out in the Bill of Rights ... No one part of government dominates the other.: 6
The Constitution provides checks and balances among the three branches of the federal government. Its authors expected the greater power to lie with Congress as described in Article One.The influence of Congress on the presidency has varied from period to period depending on factors such as congressional leadership, presidential political influence, historical circumstances such as war, and individual initiative by members of Congress. The impeachment of Andrew Johnson made the presidency less powerful than Congress for a considerable period afterwards. The 20th and 21st centuries have seen the rise of presidential power under politicians such as Theodore Roosevelt, Woodrow Wilson, Franklin D. Roosevelt, Richard Nixon, Ronald Reagan, and George W. Bush. Congress restricted presidential power with laws such as the Congressional Budget and Impoundment Control Act of 1974 and the War Powers Resolution. The presidency remains considerably more powerful today than during the 19th century. Executive branch officials are often loath to reveal sensitive information to members of Congress because of concern that information could not be kept secret; in return, knowing they may be in the dark about executive branch activity, congressional officials are more likely to distrust their counterparts in executive agencies. Many government actions require fast coordinated effort by many agencies, and this is a task that Congress is ill-suited for. Congress is slow, open, divided, and not well matched to handle more rapid executive action or do a good job of overseeing such activity, according to one analysis.
The Constitution concentrates removal powers in the Congress by empowering and obligating the House of Representatives to impeach executive or judicial officials for "Treason, Bribery, or other high Crimes and Misdemeanors". Impeachment is a formal accusation of unlawful activity by a civil officer or government official. The Senate is constitutionally empowered and obligated to try all impeachments. A simple majority in the House is required to impeach an official; a two-thirds majority in the Senate is required for conviction. A convicted official is automatically removed from office; in addition, the Senate may stipulate that the defendant be banned from holding office in the future. Impeachment proceedings may not inflict more than this. A convicted party may face criminal penalties in a normal court of law. In the history of the United States, the House of Representatives has impeached sixteen officials, of whom seven were convicted. Another resigned before the Senate could complete the trial. Only three presidents have ever been impeached: Andrew Johnson in 1868, Bill Clinton in 1999, Donald Trump in 2019 and 2021. The trials of Johnson, Clinton, and the 2019 trial of Trump all ended in acquittal; in Johnson's case, the Senate fell one vote short of the two-thirds majority required for conviction. In 1974, Richard Nixon resigned from office after impeachment proceedings in the House Judiciary Committee indicated his removal from office.
The Senate has an important check on the executive power by confirming Cabinet officials, judges, and other high officers "by and with the Advice and Consent of the Senate". It confirms most presidential nominees but rejections are not uncommon. Furthermore, treaties negotiated by the President must be ratified by a two-thirds majority vote in the Senate to take effect. As a result, presidential arm-twisting of senators can happen before a key vote; for example, President Obama's secretary of state, Hillary Clinton, urged her former senate colleagues to approve a nuclear arms treaty with Russia in 2010. The House of Representatives has no formal role in either the ratification of treaties or the appointment of federal officials, other than in filling a vacancy in the office of the vice president; in such a case, a majority vote in each House is required to confirm a president's nomination of a vice president.In 1803, the Supreme Court established judicial review of federal legislation in Marbury v. Madison, holding that Congress could not grant unconstitutional power to the Court itself. The Constitution did not explicitly stated that the courts may exercise judicial review. The notion that courts could declare laws unconstitutional was envisioned by the founding fathers. Alexander Hamilton, for example, mentioned and expounded upon the doctrine in Federalist No. 78. Originalists on the Supreme Court have argued that if the constitution does not say something explicitly it is unconstitutional to infer what it should, might, or could have said. Judicial review means that the Supreme Court can nullify a congressional law. It is a huge check by the courts on the legislative authority and limits congressional power substantially. In 1857, for example, the Supreme Court struck down provisions of a congressional act of 1820 in its Dred Scott decision. At the same time, the Supreme Court can extend congressional power through its constitutional interpretations.
The congressional inquiry into St. Clair's Defeat of 1791 was the first congressional investigation of the executive branch. Investigations are conducted to gather information on the need for future legislation, to test the effectiveness of laws already passed, and to inquire into the qualifications and performance of members and officials of the other branches. Committees may hold hearings, and, if necessary, subpoena people to testify when investigating issues over which it has the power to legislate. Witnesses who refuse to testify may be cited for contempt of Congress, and those who testify falsely may be charged with perjury. Most committee hearings are open to the public (the House and Senate intelligence committees are the exception); important hearings are widely reported in the mass media and transcripts published a few months afterwards. Congress, in the course of studying possible laws and investigating matters, generates an incredible amount of information in various forms, and can be described as a publisher. Indeed, it publishes House and Senate reports and maintains databases which are updated irregularly with publications in a variety of electronic formats.Congress also plays a role in presidential elections. Both Houses meet in joint session on the sixth day of January following a presidential election to count the electoral votes, and there are procedures to follow if no candidate wins a majority.The main result of congressional activity is the creation of laws, most of which are contained in the United States Code, arranged by subject matter alphabetically under fifty title headings to present the laws "in a concise and usable form".
== Structure ==
Congress is split into two chambers – House and Senate – and manages the task of writing national legislation by dividing work into separate committees which specialize in different areas. Some members of Congress are elected by their peers to be officers of these committees. Further, Congress has ancillary organizations such as the Government Accountability Office and the Library of Congress to help provide it with information, and members of Congress have staff and offices to assist them as well. In addition, a vast industry of lobbyists helps members write legislation on behalf of diverse corporate and labor interests.
=== Committees ===
==== Specializations ====
The committee structure permits members of Congress to study a particular subject intensely. It is neither expected nor possible that a member be an expert on all subject areas before Congress. As time goes by, members develop expertise in particular subjects and their legal aspects. Committees investigate specialized subjects and advise the entire Congress about choices and trade-offs. The choice of specialty may be influenced by the member's constituency, important regional issues, prior background and experience. Senators often choose a different specialty from that of the other senator from their state to prevent overlap. Some committees specialize in running the business of other committees and exert a powerful influence over all legislation; for example, the House Ways and Means Committee has considerable influence over House affairs.
==== Power ====
Committees write legislation. While procedures, such as the House discharge petition process, can introduce bills to the House floor and effectively bypass committee input, they are exceedingly difficult to implement without committee action. Committees have power and have been called independent fiefdoms. Legislative, oversight, and internal administrative tasks are divided among about two hundred committees and subcommittees which gather information, evaluate alternatives, and identify problems. They propose solutions for consideration by the full chamber. In addition, they perform the function of oversight by monitoring the executive branch and investigating wrongdoing.
==== Officer ====
At the start of each two-year session, the House elects a speaker who does not normally preside over debates but serves as the majority party's leader. In the Senate, the vice president is the ex officio president of the Senate. In addition, the Senate elects an officer called the president pro tempore. Pro tempore means for the time being and this office is usually held by the most senior member of the Senate's majority party and customarily keeps this position until there is a change in party control. Accordingly, the Senate does not necessarily elect a new president pro tempore at the beginning of a new Congress. In the House and Senate, the actual presiding officer is generally a junior member of the majority party who is appointed so that new members become acquainted with the rules of the chamber.
=== Support services ===
==== Library ====
The Library of Congress was established by an act of Congress in 1800. It is primarily housed in three buildings on Capitol Hill, but also includes several other sites: the National Library Service for the Blind and Physically Handicapped in Washington, D.C.; the National Audio-Visual Conservation Center in Culpeper, Virginia; a large book storage facility located at Fort Meade, Maryland; and multiple overseas offices. The Library had mostly law books when it was burned by a British raiding party during the War of 1812, but the library's collections were restored and expanded when Congress authorized the purchase of Thomas Jefferson's private library. One of the library's missions is to serve Congress and its staff as well as the American public. It is the largest library in the world with nearly 150 million items including books, films, maps, photographs, music, manuscripts, graphics, and materials in 470 languages.
==== Research ====
The Congressional Research Service, part of the Library of Congress, provides detailed, up-to-date and non-partisan research for senators, representatives, and their staff to help them carry out their official duties. It provides ideas for legislation, helps members analyze a bill, facilitates public hearings, makes reports, consults on matters such as parliamentary procedure, and helps the two chambers resolve disagreements. It has been called the "House's think tank" and has a staff of about 900 employees.
==== Budgeting ====
The Congressional Budget Office or CBO is a federal agency which provides economic data to Congress.It was created as an independent non-partisan agency by the Congressional Budget and Impoundment Control Act of 1974. It helps Congress estimate revenue inflows from taxes and helps the budgeting process. It makes projections about such matters as the national debt as well as likely costs of legislation. It prepares an annual Economic and Budget Outlook with a mid-year update and writes An Analysis of the President's Budgetary Proposals for the Senate's Appropriations Committee. The speaker of the House and the Senate's president pro tempore jointly appoint the CBO director for a four-year term.
==== Lobbying ====
Lobbyists represent diverse interests and often seek to influence congressional decisions to reflect their clients' needs. Lobby groups and their members sometimes write legislation and whip bills. In 2007, there were approximately 17,000 federal lobbyists in Washington, D.C. They explain to legislators the goals of their organizations. Some lobbyists represent non-profit organizations and work pro bono for issues in which they are personally interested.
==== Police ====
=== Partisanship versus bipartisanship ===
Congress has alternated between periods of constructive cooperation and compromise between parties, known as bipartisanship, and periods of deep political polarization and fierce infighting, known as partisanship. The period after the Civil War was marked by partisanship, as is the case today. It is generally easier for committees to reach accord on issues when compromise is possible. Some political scientists speculate that a prolonged period marked by narrow majorities in both chambers of Congress has intensified partisanship in the last few decades, but that an alternation of control of Congress between Democrats and Republicans may lead to greater flexibility in policies, as well as pragmatism and civility within the institution.
== Procedures ==
=== Sessions ===
A term of Congress is divided into two "sessions", one for each year; Congress has occasionally been called into an extra or special session. A new session commences on January 3 each year unless Congress decides differently. The Constitution requires Congress to meet at least once each year and forbids either house from meeting outside the Capitol without the consent of the other house.
=== Joint sessions ===
Joint sessions of the United States Congress occur on special occasions that require a concurrent resolution from House and Senate. These sessions include counting electoral votes after a presidential election and the president's State of the Union address. The constitutionally mandated report, normally given as an annual speech, is modeled on Britain's Speech from the Throne, was written by most presidents after Jefferson but personally delivered as a spoken oration beginning with Wilson in 1913. Joint Sessions and Joint Meetings are traditionally presided over by the speaker of the House, except when counting presidential electoral votes when the vice president (acting as the president of the Senate) presides.
=== Bills and resolutions ===
Ideas for legislation can come from members, lobbyists, state legislatures, constituents, legislative counsel, or executive agencies. Anyone can write a bill, but only members of Congress may introduce bills. Most bills are not written by Congress members, but originate from the Executive branch; interest groups often draft bills as well. The usual next step is for the proposal to be passed to a committee for review. A proposal is usually in one of these forms:
Bills are laws in the making. A House-originated bill begins with the letters "H.R." for "House of Representatives", followed by a number kept as it progresses.
Joint resolutions. There is little difference between a bill and a joint resolution since both are treated similarly; a joint resolution originating from the House, for example, begins "H.J.Res." followed by its number.
Concurrent Resolutions affect only the House and Senate and accordingly are not presented to the president. In the House, they begin with "H.Con.Res."
Simple resolutions concern only the House or only the Senate and begin with "H.Res." or "S.Res."Representatives introduce a bill while the House is in session by placing it in the hopper on the Clerk's desk. It is assigned a number and referred to a committee which studies each bill intensely at this stage. Drafting statutes requires "great skill, knowledge, and experience" and sometimes take a year or more. Sometimes lobbyists write legislation and submit it to a member for introduction. Joint resolutions are the normal way to propose a constitutional amendment or declare war. On the other hand, concurrent resolutions (passed by both houses) and simple resolutions (passed by only one house) do not have the force of law but express the opinion of Congress or regulate procedure. Bills may be introduced by any member of either house. The Constitution states: "All Bills for raising Revenue shall originate in the House of Representatives." While the Senate cannot originate revenue and appropriation bills, it has the power to amend or reject them. Congress has sought ways to establish appropriate spending levels.Each chamber determines its own internal rules of operation unless specified in the Constitution or prescribed by law. In the House, a Rules Committee guides legislation; in the Senate, a Standing Rules committee is in charge. Each branch has its own traditions; for example, the Senate relies heavily on the practice of getting "unanimous consent" for noncontroversial matters. House and Senate rules can be complex, sometimes requiring a hundred specific steps before a bill can become a law. Members sometimes turn to outside experts to learn about proper congressional procedures.Each bill goes through several stages in each house including consideration by a committee and advice from the Government Accountability Office. Most legislation is considered by standing committees which have jurisdiction over a particular subject such as Agriculture or Appropriations. The House has twenty standing committees; the Senate has sixteen. Standing committees meet at least once each month. Almost all standing committee meetings for transacting business must be open to the public unless the committee votes, publicly, to close the meeting. A committee might call for public hearings on important bills. Each committee is led by a chair who belongs to the majority party and a ranking member of the minority party. Witnesses and experts can present their case for or against a bill. Then, a bill may go to what is called a mark-up session, where committee members debate the bill's merits and may offer amendments or revisions. Committees may also amend the bill, but the full house holds the power to accept or reject committee amendments. After debate, the committee votes whether it wishes to report the measure to the full house. If a bill is tabled then it is rejected. If amendments are extensive, sometimes a new bill with amendments built in will be submitted as a so-called clean bill with a new number. Both houses have procedures under which committees can be bypassed or overruled but they are rarely used. Generally, members who have been in Congress longer have greater seniority and therefore greater power.A bill which reaches the floor of the full house can be simple or complex and begins with an enacting formula such as "Be it enacted by the Senate and House of Representatives of the United States of America in Congress assembled ..." Consideration of a bill requires, itself, a rule which is a simple resolution specifying the particulars of debate – time limits, possibility of further amendments, and such. Each side has equal time and members can yield to other members who wish to speak. Sometimes opponents seek to recommit a bill which means to change part of it. Generally, discussion requires a quorum, usually half of the total number of representatives, before discussion can begin, although there are exceptions. The house may debate and amend the bill; the precise procedures used by the House and Senate differ. A final vote on the bill follows.
Once a bill is approved by one house, it is sent to the other which may pass, reject, or amend it. For the bill to become law, both houses must agree to identical versions of the bill. If the second house amends the bill, then the differences between the two versions must be reconciled in a conference committee, an ad hoc committee that includes senators and representatives sometimes by using a reconciliation process to limit budget bills. Both houses use a budget enforcement mechanism informally known as pay-as-you-go or paygo which discourages members from considering acts that increase budget deficits. If both houses agree to the version reported by the conference committee, the bill passes, otherwise it fails.
The Constitution specifies that a majority of members (a quorum) be present before doing business in each house. The rules of each house assume that a quorum is present unless a quorum call demonstrates the contrary and debate often continues despite the lack of a majority.
Voting within Congress can take many forms, including systems using lights and bells and electronic voting. Both houses use voice voting to decide most matters in which members shout "aye" or "no" and the presiding officer announces the result. The Constitution requires a recorded vote if demanded by one-fifth of the members present or when voting to override a presidential veto. If the voice vote is unclear or if the matter is controversial, a recorded vote usually happens. The Senate uses roll-call voting, in which a clerk calls out the names of all the senators, each senator stating "aye" or "no" when their name is announced. In the Senate, the Vice President may cast the tie-breaking vote if present when the senators are equally divided.
The House reserves roll-call votes for the most formal matters, as a roll call of all 435 representatives takes quite some time; normally, members vote by using an electronic device. In the case of a tie, the motion in question fails. Most votes in the House are done electronically, allowing members to vote yea or nay or present or open. Members insert a voting ID card and can change their votes during the last five minutes if they choose; in addition, paper ballots are used occasionally (yea indicated by green and nay by red). One member cannot cast a proxy vote for another. Congressional votes are recorded on an online database.After passage by both houses, a bill is enrolled and sent to the president for approval. The president may sign it making it law or veto it, perhaps returning it to Congress with the president's objections. A vetoed bill can still become law if each house of Congress votes to override the veto with a two-thirds majority. Finally, the president may do nothing neither signing nor vetoing the bill and then the bill becomes law automatically after ten days (not counting Sundays) according to the Constitution. But if Congress is adjourned during this period, presidents may veto legislation passed at the end of a congressional session simply by ignoring it; the maneuver is known as a pocket veto, and cannot be overridden by the adjourned Congress.
== Public interaction ==
=== Advantage of incumbency ===
==== Citizens and representatives ====
Senators face reelection every six years, and representatives every two. Reelections encourage candidates to focus their publicity efforts at their home states or districts. Running for reelection can be a grueling process of distant travel and fund-raising which distracts senators and representatives from paying attention to governing, according to some critics. Although others respond that the process is necessary to keep members of Congress in touch with voters.
Incumbent members of Congress running for reelection have strong advantages over challengers. They raise more money because donors fund incumbents over challengers, perceiving the former as more likely to win, and donations are vital for winning elections. One critic compared election to Congress to receiving life tenure at a university. Another advantage for representatives is the practice of gerrymandering. After each ten-year census, states are allocated representatives based on population, and officials in power can choose how to draw the congressional district boundaries to support candidates from their party. As a result, reelection rates of members of Congress hover around 90 percent, causing some critics to call them a privileged class. Academics such as Princeton's Stephen Macedo have proposed solutions to fix gerrymandering in the U.S. Senators and representatives enjoy free mailing privileges, called franking privileges; while these are not intended for electioneering, this rule is often skirted by borderline election-related mailings during campaigns.
==== Expensive campaigns ====
In 1971, the cost of running for Congress in Utah was $70,000 but costs have climbed. The biggest expense is television advertisements. Today's races cost more than a million dollars for a House seat, and six million or more for a Senate seat. Since fundraising is vital, "members of Congress are forced to spend ever-increasing hours raising money for their re-election."The Supreme Court has treated campaign contributions as a free speech issue. Some see money as a good influence in politics since it "enables candidates to communicate with voters". Few members retire from Congress without complaining about how much it costs to campaign for reelection. Critics contend that members of Congress are more likely to attend to the needs of heavy campaign contributors than to ordinary citizens.Elections are influenced by many variables. Some political scientists speculate there is a coattail effect (when a popular president or party position has the effect of reelecting incumbents who win by "riding on the president's coattails"), although there is some evidence that the coattail effect is irregular and possibly declining since the 1950s. Some districts are so heavily Democratic or Republican that they are called a safe seat; any candidate winning the primary will almost always be elected, and these candidates do not need to spend money on advertising. But some races can be competitive when there is no incumbent. If a seat becomes vacant in an open district, then both parties may spend heavily on advertising in these races; in California in 1992, only four of twenty races for House seats were considered highly competitive.
==== Television and negative advertising ====
Since members of Congress must advertise heavily on television, this usually involves negative advertising, which smears an opponent's character without focusing on the issues. Negative advertising is seen as effective because "the messages tend to stick." These advertisements sour the public on the political process in general as most members of Congress seek to avoid blame. One wrong decision or one damaging television image can mean defeat at the next election, which leads to a culture of risk avoidance, a need to make policy decisions behind closed doors, and concentrating publicity efforts in the members' home districts.
==== Perceptions ====
Prominent Founding Fathers writing in The Federalist Papers felt that elections were essential to liberty, that a bond between the people and the representatives was particularly essential, and that "frequent elections are unquestionably the only policy by which this dependence and sympathy can be effectually secured." In 2009, few Americans were familiar with leaders of Congress. The percentage of Americans eligible to vote who did, in fact, vote was 63% in 1960, but has been falling since, although there was a slight upward trend in the 2008 election. Public opinion polls asking people if they approve of the job Congress is doing have, in the last few decades, hovered around 25% with some variation. Scholar Julian Zeliger suggested that the "size, messiness, virtues, and vices that make Congress so interesting also create enormous barriers to our understanding the institution ... Unlike the presidency, Congress is difficult to conceptualize." Other scholars suggest that despite the criticism, "Congress is a remarkably resilient institution ... its place in the political process is not threatened ... it is rich in resources" and that most members behave ethically. They contend that "Congress is easy to dislike and often difficult to defend" and this perception is exacerbated because many challengers running for Congress run against Congress, which is an "old form of American politics" that further undermines Congress's reputation with the public:
The rough-and-tumble world of legislating is not orderly and civil, human frailties too often taint its membership, and legislative outcomes are often frustrating and ineffective ... Still, we are not exaggerating when we say that Congress is essential to American democracy. We would not have survived as a nation without a Congress that represented the diverse interests of our society, conducted a public debate on the major issues, found compromises to resolve conflicts peacefully, and limited the power of our executive, military, and judicial institutions ... The popularity of Congress ebbs and flows with the public's confidence in government generally ... the legislative process is easy to dislike – it often generates political posturing and grandstanding, it necessarily involves compromise, and it often leaves broken promises in its trail. Also, members of Congress often appear self-serving as they pursue their political careers and represent interests and reflect values that are controversial. Scandals, even when they involve a single member, add to the public's frustration with Congress and have contributed to the institution's low ratings in opinion polls.
An additional factor that confounds public perceptions of Congress is that congressional issues are becoming more technical and complex and require expertise in subjects such as science, engineering and economics. As a result, Congress often cedes authority to experts at the executive branch.Since 2006, Congress has dropped ten points in the Gallup confidence poll with only nine percent having "a great deal" or "quite a lot" of confidence in their legislators. Since 2011, Gallup poll has reported Congress's approval rating among Americans at 10% or below three times. Public opinion of Congress plummeted further to 5% in October 2013 after parts of the U.S. government deemed 'nonessential government' shut down.
=== Smaller states and bigger states ===
When the Constitution was ratified in 1787, the ratio of the populations of large states to small states was roughly twelve to one. The Connecticut Compromise gave every state, large and small, an equal vote in the Senate. Since each state has two senators, residents of smaller states have more clout in the Senate than residents of larger states. But since 1787, the population disparity between large and small states has grown; in 2006, for example, California had seventy times the population of Wyoming. Critics, such as constitutional scholar Sanford Levinson, have suggested that the population disparity works against residents of large states and causes a steady redistribution of resources from "large states to small states". Others argue that the Connecticut Compromise was deliberately intended by the Founding Fathers to construct the Senate so that each state had equal footing not based on population, and contend that the result works well on balance.
=== Members and constituents ===
A major role for members of Congress is providing services to constituents. Constituents request assistance with problems. Providing services helps members of Congress win votes and elections and can make a difference in close races. Congressional staff can help citizens navigate government bureaucracies. One academic described the complex intertwined relation between lawmakers and constituents as home style.: 8
=== Motivation ===
One way to categorize lawmakers, according to political scientist Richard Fenno, is by their general motivation:
Reelection: These are lawmakers who "never met a voter they didn't like" and provide excellent constituent services.
Good public policy: Legislators who "burnish a reputation for policy expertise and leadership".
Power in the chamber: Lawmakers who spend serious time along the "rail of the House floor or in the Senate cloakroom ministering to the needs of their colleagues". Famous legislator Henry Clay in the mid-19th century was described as an "issue entrepreneur" who looked for issues to serve his ambitions.: 34
== Privileges ==
=== Protection ===
Members of Congress enjoy parliamentary privilege, including freedom from arrest in all cases except for treason, felony, and breach of the peace, and freedom of speech in debate. This constitutionally derived immunity applies to members during sessions and when traveling to and from sessions. The term "arrest" has been interpreted broadly, and includes any detention or delay in the course of law enforcement, including court summons and subpoenas. The rules of the House strictly guard this privilege; a member may not waive the privilege on their own but must seek the permission of the whole house to do so. Senate rules are less strict and permit individual senators to waive the privilege as they choose.The Constitution guarantees absolute freedom of debate in both houses, providing in the Speech or Debate Clause of the Constitution that "for any Speech or Debate in either House, they shall not be questioned in any other Place." Accordingly, a member of Congress may not be sued in court for slander because of remarks made in either house, although each house has its own rules restricting offensive speeches, and may punish members who transgress.Obstructing the work of Congress is a crime under federal law and is known as contempt of Congress. Each member has the power to cite people for contempt but can only issue a contempt citation – the judicial system pursues the matter like a normal criminal case. If convicted in court of contempt of Congress, a person may be imprisoned for up to one year.
=== Postage ===
The franking privilege allows members of Congress to send official mail to constituents at government expense. Though they are not permitted to send election materials, borderline material is often sent, especially in the run-up to an election by those in close races. Some academics consider free mailings as giving incumbents a big advantage over challengers.
=== Pay ===
From 1789 to 1815, members of Congress received only a daily payment of $6 while in session. Members received an annual salary of $1,500 per year from 1815 to 1817, then a per diem salary of $8 from 1818 to 1855; since then they have received an annual salary, first pegged in 1855 at $3,000. In 1907, salaries were raised to $7,500 per year, the equivalent of $173,000 in 2010. In 2006, members of Congress received a yearly salary of $165,200. Congressional leaders were paid $183,500 per year. The Speaker of the House of Representatives earns $212,100 annually. The salary of the President pro tempore for 2006 was $183,500, equal to that of the majority and minority leaders of the House and Senate. Privileges include an office and paid staff. In 2008, non-officer members of Congress earned $169,300 annually.Some critics complain congressional pay is high compared with a median American income of $45,113 for men and $35,102 for women. Others have countered that congressional pay is consistent with other branches of government. Another criticism is that members of Congress have access to free or low-cost medical care in the Washington, D.C., area. The petition to "remove health-care subsidies for Members of Congress and their families" garnered over 1,077,000 signatures on the website Change.org. In January 2014, it was reported that for the first time over half of the members of Congress were millionaires. Congress has been criticized for trying to conceal pay raises by slipping them into a large bill at the last minute. Others have criticized the wealth of members of Congress. Representative Jim Cooper of Tennessee told Harvard professor Lawrence Lessig that a chief problem with Congress was that members focused on lucrative careers as lobbyists after serving – that Congress was a "Farm League for K Street" – instead of on public service.Members elected since 1984 are covered by the Federal Employees Retirement System (FERS). Like other federal employees, congressional retirement is funded through taxes and participants' contributions. Members of Congress under FERS contribute 1.3% of their salary into the FERS retirement plan and pay 6.2% of their salary in Social Security taxes. And like federal employees, members contribute one-third of the cost of health insurance with the government covering the other two-thirds.The size of a congressional pension depends on the years of service and the average of the highest three years of their salary. By law, the starting amount of a member's retirement annuity may not exceed 80% of their final salary. In 2018, the average annual pension for retired senators and representatives under the Civil Service Retirement System (CSRS) was $75,528, while those who retired under FERS, or in combination with CSRS, was $41,208.Members of Congress make fact-finding missions to learn about other countries and stay informed, but these outings can cause controversy if the trip is deemed excessive or unconnected with the task of governing. For example, The Wall Street Journal reported in 2009 that lawmaker trips abroad at taxpayer expense had included spas, $300-per-night extra unused rooms, and shopping excursions. Lawmakers respond that "traveling with spouses compensates for being away from them a lot in Washington" and justify the trips as a way to meet officials in other nations.By the Twenty-seventh Amendment, changes to congressional pay may not take effect before the next election to the House of the Representatives. In Boehner v. Anderson, the United States Court of Appeals for the District of Columbia Circuit ruled that the amendment does not affect cost-of-living adjustments. The Supreme Court of the United States has not ruled on this yet.
== See also ==
Caucuses of the United States Congress
Congressional Archives
Current members of the United States House of Representatives
Current members of the United States Senate
Elections in the United States § Congressional elections
List of United States Congresses
Oath of office § United States
Radio and Television Correspondents' Association
United States Congress Joint Select Committee on Deficit Reduction
United States Congressional Baseball Game
United States congressional hearing
United States presidents and control of Congress
== Notes ==
== Citations ==
== References ==
== Further reading ==
== External links ==
Official website
U.S. House of Representatives
U.S. Senate
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Newspaper
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A newspaper is a periodical publication containing written information about current events and is often typed in black ink with a white or gray background. Newspapers can cover a wide variety of fields such as politics, business, sports, art, and science. They often include materials such as opinion columns, weather forecasts, reviews of local services, obituaries, birth notices, crosswords, editorial cartoons, comic strips, and advice columns.
Most newspapers are businesses, and they pay their expenses with a mixture of subscription revenue, newsstand sales, and advertising revenue. The journalism organizations that publish newspapers are themselves often metonymically called newspapers. Newspapers have traditionally been published in print (usually on cheap, low-grade paper called newsprint). However, today most newspapers are also published on websites as online newspapers, and some have even abandoned their print versions entirely.
Newspapers developed in the 17th century, as information sheets for merchants. By the early 19th century, many cities in Europe, as well as North and South America, published newspapers. Some newspapers with high editorial independence, high journalism quality, and large circulation are viewed as newspapers of record. With the popularity of the Internet many newspapers are now digital, with their news presented online rather than in a physical format, with there now being a decline in sales for paper copies of newspapers.
== Overview ==
Newspapers are typically published daily or weekly. News magazines are also weekly, but they have a magazine format. General-interest newspapers typically publish news articles and feature articles on national and international news as well as local news. The news includes political events and personalities, business and finance, crime, weather, and natural disasters; health and medicine, science, and computers and technology; sports; and entertainment, society, food and cooking, clothing and home fashion, and the arts.
Usually, the paper is divided into sections for each of those major groupings (labelled A, B, C, and so on, with pagination prefixes yielding page numbers A1-A20, B1-B20, C1-C20, and so on). Most traditional papers also feature an editorial page containing editorials written by an editor (or by the paper's editorial board) and expressing an opinion on a public issue, opinion articles called "op-eds" written by guest writers (which are typically in the same section as the editorial), and columns that express the personal opinions of columnists, usually offering analysis and synthesis that attempts to translate the raw data of the news into information telling the reader "what it all means" and persuading them to concur. Papers also include articles that have no byline; these articles are written by staff writers.
A wide variety of material has been published in newspapers. Besides the aforementioned news, information and opinions, they include weather forecasts; criticism and reviews of the arts (including literature, film, television, theater, fine arts, and architecture) and of local services such as restaurants; obituaries, birth notices and graduation announcements; entertainment features such as crosswords, horoscopes, editorial cartoons, gag cartoons, and comic strips; advice columns, food, and other columns; and radio and television listings (program schedules). Newspapers have classified ad sections where people and businesses can buy small advertisements to sell goods or services; as of 2013, an increase in Internet websites for selling goods, such as Craigslist and eBay has led to significantly less classified ad sales for newspapers.Most newspapers are businesses, and they pay their expenses with a mixture of subscription revenue, newsstand sales, and advertising revenue (other businesses or individuals pay to place advertisements in the pages, including display ads, classified ads, and their online equivalents). Some newspapers are government-run or at least government-funded; their reliance on advertising revenue and profitability is less critical to their survival. The editorial independence of a newspaper is thus always subject to the interests of someone, whether owners, advertisers or a government. Some newspapers with high editorial independence, high journalism quality, and large circulation are viewed as newspapers of record.
Many newspapers, besides employing journalists on their own payrolls, also subscribe to news agencies (wire services) (such as the Associated Press, Reuters, or Agence France-Presse), which employ journalists to find, assemble, and report the news, then sell the content to the various newspapers. This is a way to avoid duplicating the expense of reporting from around the world. c. 2005, there were approximately 6,580 daily newspaper titles in the world selling 395 million print copies a day (in the U.S., 1,450 titles selling 55 million copies). The late 2000s–early 2010s global recession, combined with the rapid growth of free web-based alternatives, has helped cause a decline in advertising and circulation, as many papers had to retrench operations to stanch the losses. Worldwide annual revenue approached $100 billion in 2005–7, then plunged during the worldwide financial crisis of 2008–9. Revenue in 2016 fell to only $53 billion, hurting every major publisher as their efforts to gain online income fell far short of the goal.The decline in advertising revenues affected both the print and online media as well as all other mediums; print advertising was once lucrative but has greatly declined, and the prices of online advertising are often lower than those of their print precursors. Besides remodelling advertising, the internet (especially the web) has also challenged the business models of the print-only era by crowdsourcing both publishing in general (sharing information with others) and, more specifically, journalism (the work of finding, assembling, and reporting the news). Besides, the rise of news aggregators, which bundle linked articles from many online newspapers and other sources, influences the flow of web traffic. Increasing paywalling of online newspapers may be counteracting those effects. The oldest newspaper still published is the Ordinari Post Tijdender, which was established in Stockholm in 1645.
=== Definitions ===
Newspapers typically meet four criteria:
Public accessibility: Its contents are reasonably accessible to the public, traditionally by the paper being sold or distributed at newsstands, shops, and libraries, and, since the 1990s, made available over the Internet with online newspaper websites. While online newspapers have increased access to newspapers by people with Internet access, people without Internet or computer access (e.g., homeless people, impoverished people and people living in remote or rural regions) may not be able to access the Internet, and thus will not be able to read online news. Literacy is also a factor that prevents people who cannot read from being able to benefit from reading newspapers (paper or online).
periodicity: They are published at regular intervals, typically daily or weekly. This ensures that newspapers can provide information on newly emerging news stories or events.
Currency: Its information is as up to date as its publication schedule allows. The degree of up-to-date-ness of a print newspaper is limited by the need for time to print and distribute the newspaper. In major cities, there may be a morning edition and a later edition of the same day's paper, so that the later edition can incorporate breaking news that have occurred since the morning edition was printed. Online newspapers can be updated as frequently as new information becomes available, even several times per day, which means that online editions can be very up-to-date.
Universality: Newspapers covers a range of topics, from political and business news to updates on science and technology, arts, culture, and entertainment.
== History ==
=== Gazettes and bulletins ===
In Ancient Rome, Acta Diurna, or government announcement bulletins, were produced. They were carved in metal or stone and posted in public places. In China, early government-produced news-sheets, called Dibao, circulated among court officials during the late Han dynasty (second and third centuries AD). Between 713 and 734, the Kaiyuan Za Bao ("Bulletin of the Court") of the Chinese Tang dynasty published government news; it was handwritten on silk and read by government officials. In 1582, there was the first reference to privately published newssheets in Beijing, during the late Ming dynasty.In early modern Europe, the increased cross-border interaction created a rising need for information which was met by concise handwritten news-sheets. In 1556, the government of Venice first published the monthly notizie scritte, which cost one gazetta, a small coin. These avvisi were handwritten newsletters and used to convey political, military, and economic news quickly and efficiently to Italian cities (1500–1700)—sharing some characteristics of newspapers though usually not considered true newspapers. However, none of these publications fully met the classical criteria for proper newspapers, as they were typically not intended for the general public and restricted to a certain range of topics.
=== Newspapers ===
==== Europe ====
The first mechanical, movable type printing that allowed the mass production of printed books was invented by Johann Gutenberg around 1450. In the 50 years after Gutenberg started printing, an estimated 500,000 books were in circulation, printed on about 1,000 presses across the continent. Gutenberg's invention was a simple device, but it launched a revolution marked by repeated advances in technology and, as a result, a popularization of the ideals of liberty and freedom of information exchange.The emergence of the new media in the 17th century has to be seen in close connection with the spread of the printing press from which the publishing press derives its name. The German-language Relation aller Fürnemmen und gedenckwürdigen Historien, printed from 1605 onwards by Johann Carolus in Strasbourg in the Holy Roman Empire of the German Nation, is often recognized as the first newspaper. The second newspaper, the German Avisa, was published from 1609 in Wolfenbüttel. Both newspapers distinguished themselves from other printed material by being published on a regular basis. They reported on a variety of current events to a broad public audience. Within a few decades, newspapers could be found in all the major cities of Europe, from Venice to London.
The Dutch Courante uyt Italien, Duytslandt, &c. ("Courant from Italy, Germany, etc.") of 1618 was the first to appear in folio- rather than quarto-size. Amsterdam, a center of world trade, quickly became home to newspapers in many languages, often before they were published in their own country. The first English-language newspaper, Corrant out of Italy, Germany, etc., was published in Amsterdam in 1620. In the same year, the Antwerp periodial Nieuwe Tijdinghen was published by Abraham Verhoeven. In 1621, Corante, or weekely newes from Italy, Germany, Hungary, Poland, Bohemia, France and the Low Countreys was published in England by an "N.B." (generally thought to be either Nathaniel Butter or Nicholas Bourne) and Thomas Archer. The first newspaper in France was published in 1631, La Gazette (originally published as Gazette de France). The first newspaper in Italy, in accordance with the oldest issue still preserved, was Di Genova published in 1639 in Genoa. The first newspaper in Portugal, A Gazeta da Restauração, was published in 1641 in Lisbon. The first Spanish newspaper, Gaceta de Madrid, was published in 1661.
Post- och Inrikes Tidningar (founded as Ordinari Post Tijdender) was first published in Sweden in 1645, and is the oldest newspaper still in existence, though it now publishes solely online. Opregte Haarlemsche Courant from Haarlem, first published in 1656, is the oldest paper still printed. It was forced to merge with the newspaper Haarlems Dagblad in 1942 when Germany occupied the Netherlands. Since then the Haarlems Dagblad has appeared with the subtitle Oprechte Haerlemse Courant 1656. Merkuriusz Polski Ordynaryjny was published in Kraków, Poland in 1661. The first successful English daily, The Daily Courant, was published from 1702 to 1735.
==== Americas ====
In Boston in 1690, Benjamin Harris published Publick Occurrences Both Forreign and Domestick. This is considered the first newspaper in the American colonies even though only one edition was published before the paper was suppressed by the government. In 1704, the governor allowed The Boston News-Letter to be published and it became the first continuously published newspaper in the colonies. Soon after, weekly papers began being published in New York and Philadelphia. These early newspapers followed the British format and were usually four pages long. They mostly carried news from Britain and content depended on the editor's interests. In 1783, the Pennsylvania Evening Post became the first American daily.In 1752, John Bushell published the Halifax Gazette, which claims to be "Canada's first newspaper". However, its official descendant, the Royal Gazette, is a government publication for legal notices and proclamations rather than a proper newspaper; In 1764, the Quebec Gazette was first printed 21 June 1764 and remains the oldest continuously published newspaper in North America as the Quebec Chronicle-Telegraph. It is currently published as an English-language weekly from its offices at 1040 Belvédère, suite 218, Quebec City, Quebec, Canada. In 1808, the Gazeta do Rio de Janeiro had its first edition, printed in devices brought from England, publishing news favourable for the government of the United Kingdom of Portugal, Brazil and the Algarves since it was produced by the official press service of the Portuguese crown.
In 1821, after the ending of the ban of private newspaper circulation, appears the first non-imperial printed publication, Diário do Rio de Janeiro, though there existed already the Correio Braziliense, published by Hipólito José da Costa at the same time as the Gazeta, but from London and with forcefully advocated political and critical ideas, aiming to expose the administration's flaws. The first newspaper in Peru was El Peruano, established in October 1825 and still published today, but with several name changes.
==== Asia ====
During the Tang dynasty in China (618–906), the Kaiyuan Za Bao published the government news; it was block-printed onto paper. It is sometimes considered one of the earliest newspapers to be published. The first recorded attempt to found a newspaper of the modern type in South Asia was by William Bolts, a Dutchman in the employ of the British East India Company in September 1768 in Calcutta. However, before he could begin his newspaper, he was deported back to Europe. In 1780 the first newsprint from this region, Hicky's Bengal Gazette, was published by an Irishman, James Augustus Hicky. He used it as a means to criticize the British rule through journalism.The Jobo, which is discussed in the Annals of the Joseon Dynasty, is published in 1577 as a privately run commercial newspaper. It was printed daily, and covered a range of topics, including weather, constellations, and current affairs. In 2017, a Korean monk claimed to have discovered an extant copy of the Jobo.
==== Middle East ====
The history of Middle Eastern newspapers goes back to the 19th century. Many editors were not only journalists but also writers, philosophers and politicians. With unofficial journals, these intellectuals encouraged public discourse on politics in the Ottoman and Persian Empires. Literary works of all genres were serialized and published in the press as well.
The first newspapers in the Ottoman Empire were owned by foreigners living there who wanted to make propaganda about the Western world. The earliest was printed in 1795 by the Palais de France in Pera. Indigenous Middle Eastern journalism started in 1828, when Muhammad Ali, Khedive of Egypt, ordered the local establishment of the gazette Vekayi-i Misriye (Egyptian Affairs). It was first paper written in Ottoman Turkish and Arabic on opposite pages, and later in Arabic only, under the title "al-Waqa'i'a al-Masriya".The first non-official Turkish newspaper, Ceride-i Havadis (Register of Events), was published by an Englishman, William Churchill, in 1840. The first private newspaper to be published by Turkish journalists, Tercüman-ı Ahvâl (Interpreter of Events), was founded by İbrahim Şinasi and Agah Efendi and issued in 1860. The first newspaper in Iran, Kaghaz-e Akhbar (The Newspaper), was created for the government by Mirza Saleh Shirazi in 1837. The first journals in the Arabian Peninsula appeared in Hijaz, once it had become independent of Ottoman rule, towards the end of World War I. One of the earliest women to sign her articles in the Arab press was the female medical practitioner Galila Tamarhan, who contributed articles to a medical magazine called "Ya'asub al-Tib" (Leader in Medicine) in the 1860s.
=== Industrial Revolution ===
By the early 19th century, many cities in Europe, as well as North and South America, published newspaper-type publications though not all of them developed in the same way; content was vastly shaped by regional and cultural preferences. Advances in printing technology related to the Industrial Revolution enabled newspapers to become an even more widely circulated means of communication, as new printing technologies made printing less expensive and more efficient. In 1814, The Times (London) acquired a printing press capable of making 1,100 impressions per hour. Soon, this press was adapted to print on both sides of a page at once. This innovation made newspapers cheaper and thus available to a larger part of the population.
In 1830, the first inexpensive "penny press" newspaper came to the market: Lynde M. Walter's Boston Transcript. Penny press papers cost about one sixth the price of other newspapers and appealed to a wider audience, including less educated and lower-income people. In France, Émile de Girardin started La Presse in 1836, introducing cheap, advertising-supported dailies to France. In 1848, August Zang, an Austrian who knew Girardin in Paris, returned to Vienna to introduce the same methods with Die Presse (which was named for and frankly copied Girardin's publication).
== Categories ==
While most newspapers are aimed at a broad spectrum of readers, usually geographically defined, some focus on groups of readers defined more by their interests than their location: for example, there are daily and weekly business newspapers (e.g., The Wall Street Journal and India Today) and sports newspapers. More specialist still are some weekly newspapers, usually free and distributed within limited regional areas; these may serve communities as specific as certain immigrant populations, the local gay community or indie rock enthusiasts within a city or region.
=== Frequency ===
==== Daily ====
A daily newspaper is printed every day, sometimes with the exception of Sundays and occasionally Saturdays (and some major holidays). Saturday and, where they exist, Sunday editions of daily newspapers tend to be larger, include more specialized sections (e.g., on arts, films, entertainment) and advertising inserts, and cost more. Typically, the majority of these newspapers' staff members work Monday to Friday, so the Sunday and Monday editions largely depend on content made in advance or content that is syndicated.
Most daily newspapers are sold in the morning. Afternoon or evening papers, once common but now scarce, are aimed more at commuters and office workers. In practice (though this may vary according to country), a morning newspaper is available in early editions from before midnight on the night before its cover date, further editions being printed and distributed during the night. The later editions can include breaking news which was first revealed that day, after the morning edition was already printed. Previews of tomorrow's newspapers are often a feature of late night news programs, such as Newsnight in the United Kingdom. In 1650, the first daily newspaper appeared, Einkommende Zeitung, published by Timotheus Ritzsch in Leipzig, Germany.In the United Kingdom and some other Commonwealth countries, unlike most other countries, "daily" newspapers do not publish on Sundays. In the past there were independent Sunday newspapers; nowadays the same publisher often produces a Sunday newspaper, distinct in many ways from the daily, usually with a related name; e.g., The Times and The Sunday Times are distinct newspapers owned by the same company, and an article published in the latter would never be credited to The Times.
In some cases a Sunday edition is an expanded version of a newspaper from the same publisher; in other cases, particularly in Britain, it may be a separate enterprise, e.g., The Observer, not affiliated with a daily newspaper from its founding in 1791 until it was acquired by The Guardian in 1993. Usually, it is a specially expanded edition, often several times the thickness and weight of the weekday editions and containing generally special sections not found in the weekday editions, such as Sunday comics and Sunday magazines (such as The New York Times Magazine and The Sunday Times Magazine).
In some countries daily newspapers are not published on Christmas Day, but weekly newspapers would change their day e.g. Sunday newspapers are published on Saturday December 24, Christmas Eve when Christmas Day falls on Sunday.
==== Semi-weekly ====
Some newspapers are published two times a week and are known as semi-weekly publications.
==== Triweekly ====
As the name suggests, a triweekly publishes three times a week. The Meridian Star is an example of such a publication.
==== Weekly ====
Weekly newspapers are published once a week, and tend to be smaller than daily papers.
==== Biweekly ====
Some publications are published, for example, fortnightly (or biweekly in American parlance). They may have a change from normal weekly day of the week during the Christmas period depending the day of the week Christmas Day is falling on.
=== Geographical scope and distribution ===
==== Local or regional ====
A local newspaper serves a region such as a city, or part of a large city.
Almost every market has one or two newspapers that dominate the area. Large metropolitan newspapers often have large distribution networks, and can be found outside their normal area, sometimes widely, sometimes from fewer sources.
==== National ====
Most nations have at least one newspaper that circulates throughout the whole country: a national newspaper. Some national newspapers, such as the Financial Times and The Wall Street Journal, are specialised (in these examples, on financial matters). There are many national newspapers in the United Kingdom, but only a few in the United States and Canada. In Canada, The Globe and Mail is sold throughout the country. In the United States, in addition to national newspapers as such, The New York Times is available throughout the country.There is also a small group of newspapers which may be characterized as international newspapers. Some, such as The New York Times International Edition, (formerly The International Herald Tribune) have always had that focus, while others are repackaged national newspapers or "international editions" of national or large metropolitan newspapers. In some cases, articles that might not interest the wider range of readers are omitted from international editions; in others, of interest to expatriates, significant national news is retained. As English became the international language of business and technology, many newspapers formerly published only in non-English languages have also developed English-language editions. In places as varied as Jerusalem and Mumbai, newspapers are printed for a local and international English-speaking public, and for tourists. The advent of the Internet has also allowed non-English-language newspapers to put out a scaled-down English version to give their newspaper a global outreach.
Similarly, in many countries with a large foreign-language-speaking population or many tourists, newspapers in languages other than the national language are both published locally and imported. For example, newspapers and magazines from many countries, and locally published newspapers in many languages, are ready to be found on news-stands in central London. In the US state of Florida, so many tourists from the French-speaking Canadian province of Quebec visit for long stays during the winter ("snowbirds") that some newsstands and stores sell French-language newspapers such as Le Droit.
=== Subject matter ===
General newspapers cover all topics, with different emphasis. While at least mentioning all topics, some might have good coverage of international events of importance; others might concentrate more on national or local entertainment or sports. Specialised newspapers might concentrate more specifically on, for example, financial matters. There are publications covering exclusively sports, or certain sports, horse-racing, theatre, and so on, although they may no longer be called newspapers.
=== Technology ===
==== Print ====
For centuries newspapers were printed on paper and supplied physically to readers either by the local distribution or in some cases by mail, for example for British expatriates living in India or Hong Kong who subscribed to British newspapers. Newspapers can be delivered to subscribers homes and/or businesses by a paper's own delivery people, sent via the mail, sold at newsstands, grocery stores and convenience stores, and delivered to libraries and bookstores. Newspaper organizations need a large distribution system to deliver their papers to these different distributors, which typically involves delivery trucks and delivery people. In recent years, newspapers and other media have adapted to the changing technology environment by starting to offer online editions to cater to the needs of the public. In the future, the trend towards more electronic delivery of the news will continue with more emphasis on the Internet, social media and other electronic delivery methods. However, while the method of delivery is changing, the newspaper and the industry still have a niche in the world.
==== Online ====
As of 2007, virtually all major printed newspapers produced online editions distributed over the Internet, which, depending on the country, may be regulated by journalism organizations such as the Press Complaints Commission in the UK. But as some publishers find their print-based models increasingly unsustainable, Web-based "newspapers" have also started to appear, such as the Southport Reporter in the UK and the Seattle Post-Intelligencer, which stopped publishing in print after 149 years in March 2009 and became an online-only paper.
Since 2005 in the UK more than 200 regional newspapers have closed down resulting in a 50% decline in the number of regional journalists. A 2016 study by King's College, London, found that the towns that lost their local newspapers receded from democratic values and experienced the loss of public faith in the authorities.A new trend in newspaper publishing is the introduction of personalization through on-demand printing technologies or with online news aggregator websites like Google news. Customized newspapers allow the reader to create their individual newspaper through the selection of individual pages from multiple publications. This "Best of" approach allows revival of the print-based model and opens up a new distribution channel to increase coverage beneath the usual boundaries of distribution. Customized newspapers online have been offered by MyYahoo, I-Google, CRAYON, ICurrent.com, Kibboko.com, Twitter. times and many others. With these online newspapers, the reader can select how much of each section (politics, sports, arts, etc.) they wish to see in their news.
== Organization and personnel ==
In the U.S., the overall manager or chief executive of the newspaper is the publisher. In small newspapers, the owner of the publication (or the largest shareholder in the corporation that owns the publication) is usually the publisher. Most newspapers have four main departments devoted to publishing the newspaper itself—editorial, production/printing, circulation, and advertising, although they are frequently referred to by a variety of other names. Most papers also have the non-newspaper-specific departments found in other businesses of comparable size, such as accounting, marketing, human resources, and IT.
Throughout the English-speaking world, the person who selects the content for the newspaper is usually referred to as the editor. Variations on this title such as editor-in-chief, executive editor, and so on are common. For small newspapers, a single editor may be responsible for all content areas. At large newspapers, the most senior editor is in overall charge of the publication, while less senior editors may each focus on one subject area, such as local news or sports. These divisions are called news bureaus or "desks", and each is supervised by a designated editor. Most newspaper editors copy edit the stories for their part of the newspaper, but they may share their workload with proofreaders and fact checkers.
Reporters are journalists who primarily report facts that they have gathered, and those who write longer, less news-oriented articles may be called feature writers. Photographers and graphic artists provide images and illustrations to support articles. Journalists often specialize in a subject area, called a beat, such as sports, religion, or science. Columnists are journalists who write regular articles recounting their personal opinions and experiences. Printers and press operators physically print the newspaper. Printing is outsourced by many newspapers, partly because of the cost of an offset web press (the most common kind of press used to print newspapers), and also because a small newspaper's print run might require less than an hour of operation, meaning that if the newspaper had its own press it would sit idle most of the time. If the newspaper offers information online, webmasters and web designers may be employed to upload stories to the newspaper's website.
The staff of the circulation department liaise with retailers who sell the newspaper; sell subscriptions; and supervise distribution of the printed newspapers through the mail, by newspaper carriers, at retailers, and through vending machines. Free newspapers do not sell subscriptions, but they still have a circulation department responsible for distributing the newspapers. Sales staff in the advertising department not only sell ad space to clients such as local businesses, but also help clients design and plan their advertising campaigns. Other members of the advertising department may include graphic designers, who design ads according to the customers' specifications and the department's policies. In an advertising-free newspaper, there is no advertising department.
== Zoned and other editions ==
Newspapers often refine distribution of ads and news through zoning and editioning. Zoning occurs when advertising and editorial content change to reflect the location to which the product is delivered. The editorial content often may change merely to reflect changes in advertising—the quantity and layout of which affects the space available for editorial—or may contain region-specific news. In rare instances, the advertising may not change from one zone to another, but there will be different region-specific editorial content. As the content can vary widely, zoned editions are often produced in parallel. Editioning occurs in the main sections as news is updated throughout the night. The advertising is usually the same in each edition (with the exception of zoned regionals, in which it is often the 'B' section of local news that undergoes advertising changes). As each edition represents the latest news available for the next press run, these editions are produced linearly, with one completed edition being copied and updated for the next edition. The previous edition is always copied to maintain a Newspaper of Record and to fall back on if a quick correction is needed for the press. For example, both The New York Times and The Wall Street Journal offer a regional edition, printed through a local contractor, and featuring locale specific content. The Journal's global advertising rate card provides a good example of editioning.
See also Los Angeles Times suburban sections.
== Format ==
Most modern newspapers are in one of three sizes:
Broadsheets: 600 mm × 380 mm (23+1⁄2 in × 15 in), generally associated with more intellectual newspapers, although a trend towards "compact" newspapers is changing this. Examples include The Daily Telegraph in the United Kingdom.
Tabloids: half the size of broadsheets at 380 mm × 300 mm (15 in × 11+3⁄4 in), and often perceived as sensationalist in contrast to broadsheets. Examples include The Sun, The National Enquirer, The Star Magazine, New York Post, the Chicago Sun-Times, and The Globe.
"Microdaily" is infrequently used to refer to a tabloid-sized free daily newspaper that offers lower ad rates than its broadsheet competitors. The content of a microdaily can range from intense local news coverage to a combination of local and national stories.
Berliner or Midi: 470 mm × 315 mm (18+1⁄2 in × 12+1⁄2 in) used by European papers such as Le Monde in France, La Stampa in Italy, El País in Spain and, from 2005 until 2018, The Guardian in the United Kingdom.Newspapers are usually printed on cheap, off-white paper known as newsprint. Since the 1980s, the newspaper industry has largely moved away from lower-quality letterpress printing to higher-quality, four-color process, offset printing. In addition, desktop computers, word processing software, graphics software, digital cameras and digital prepress and typesetting technologies have revolutionized the newspaper production process. These technologies have enabled newspapers to publish color photographs and graphics, as well as innovative layouts and better design.
To help their titles stand out on newsstands, some newspapers are printed on coloured newsprint. For example, the Financial Times is printed on a distinctive salmon pink paper, and Sheffield's weekly sports publication derives its name, the Green 'Un, from the traditional colour of its paper. The Italian sports newspaper La Gazzetta dello Sport is also printed on pink paper while L'Équipe (formerly L'Auto) is printed on yellow paper. Both the latter promoted major cycling races and their newsprint colours were reflected in the colours of the jerseys used to denote the race leader; for example the leader in the Giro d'Italia wears a pink jersey.
== Circulation and readership ==
The number of copies distributed, either on an average day or on particular days (typically Sunday), is called the newspaper's circulation and is one of the principal factors used to set advertising rates. Circulation is not necessarily the same as copies sold, since some copies or newspapers are distributed without cost. Readership figures may be higher than circulation figures, because many copies are read by more than one person, although this is offset by the number of copies distributed but not read (especially for those distributed free). In the United States, the Alliance for Audited Media maintains historical and current data on average circulation of daily and weekly newspapers and other periodicals.
According to the Guinness Book of Records, the daily circulation of the Soviet newspaper Trud exceeded 21,500,000 in 1990, while the Soviet weekly Argumenty i Fakty boasted a circulation of 33,500,000 in 1991. According to United Nations data from 1995 Japan has three daily papers—the Yomiuri Shimbun with circulations well above 5.5 million. Germany's Bild, with a circulation of 1.15 million, was the only other paper in that category. In the United Kingdom, The Sun is the top seller, with around 1.2 million copies distributed daily. In the U.S., The Wall Street Journal has a daily circulation of approximately 2.02 million, making it the most widely distributed paper in the country.While paid readership of print newspapers has been steadily declining in the developed OECD nations, it has been rising in the chief developing nations (Brazil, India, Indonesia, China and South Africa), whose paid daily circulation exceeded those of the developed nations for the first time in 2008. In India, The Times of India is the largest-circulation English newspaper, with 3.14 million copies daily. According to the 2009 Indian Readership Survey, the Dainik Jagran is the most-read, local-language (Hindi) newspaper, with 55.7 million readers. According to Tom Standage of The Economist, India currently has daily newspaper circulation of 110 million copies.A common measure of a newspaper's health is market penetration, expressed as a percentage of households that receive a copy of the newspaper against the total number of households in the paper's market area. In the 1920s, on a national basis in the U.S., daily newspapers achieved market penetration of 123 percent (meaning the average U.S. household received 1.23 newspapers). As other media began to compete with newspapers, and as printing became easier and less expensive giving rise to a greater diversity of publications, market penetration began to decline. It was not until the early 1970s, however, that market penetration dipped below 100 percent. By 2000, it was 53 percent and still falling. Many paid-for newspapers offer a variety of subscription plans. For example, someone might want only a Sunday paper, or perhaps only Sunday and Saturday, or maybe only a workweek subscription, or perhaps a daily subscription. Most newspapers provide some or all of their content on the Internet, either at no cost or for a fee. In some cases, free access is available only for a matter of days or weeks, or for a certain number of viewed articles, after which readers must register and provide personal data. In other cases, free archives are provided.
== Advertising ==
A newspaper typically generates 70–80% of its revenue from advertising, and the remainder from sales and subscriptions. The portion of the newspaper that is not advertising is called editorial content, editorial matter, or simply editorial, although the last term is also used to refer specifically to those articles in which the newspaper and its guest writers express their opinions. (This distinction, however, developed over time – early publishers like Girardin (France) and Zang (Austria) did not always distinguish paid items from editorial content.). The business model of having advertising subsidize the cost of printing and distributing newspapers (and, it is always hoped, the making of a profit) rather than having subscribers cover the full cost was first done, it seems, in 1833 by The Sun, a daily paper that was published in New York City. Rather than charging 6 cents per copy, the price of a typical New York daily at the time, they charged 1-cent, and depended on advertising to make up the difference.Newspapers in countries with easy access to the web have been hurt by the decline of many traditional advertisers. Department stores and supermarkets could be relied upon in the past to buy pages of newspaper advertisements, but due to industry consolidation are much less likely to do so now. Additionally, newspapers are seeing traditional advertisers shift to new media platforms. The classified category is shifting to sites including Craigslist, employment websites, and auto sites. National advertisers are shifting to many types of digital content including websites, rich media platforms, and mobile.
In recent years, the advertorial emerged. Advertorials are most commonly recognized as an opposite-editorial which third parties pay a fee to have included in the paper. Advertorials commonly advertise new products or techniques, such as a new design for golf equipment, a new form of laser surgery, or weight-loss drugs. The tone is usually closer to that of a press release than of an objective news story. Such articles are often clearly distinguished from editorial content through either the design and layout of the page or with a label declaring the article as an advertisement. However, there has been growing concern over the blurring of the line between editorial and advertorial content.
== Journalism ==
Since newspapers began as a journal (record of current events), the profession involved in the making of newspapers began to be called journalism. In the yellow journalism era of the 19th century, many newspapers in the United States relied on sensational stories that were meant to anger or excite the public, rather than to inform. The restrained style of reporting that relies on fact checking and accuracy regained popularity around World War II. Criticism of journalism is varied and sometimes vehement. Credibility is questioned because of anonymous sources; errors in facts, spelling, and grammar; real or perceived bias; and scandals involving plagiarism and fabrication.
In the past, newspapers have often been owned by so-called press barons, and were used for gaining a political voice. After 1920 most major newspapers became parts of chains run by large media corporations such as Gannett, The McClatchy Company, Hearst Corporation, Cox Enterprises, Landmark Media Enterprises LLC, Morris Communications, The Tribune Company, Hollinger International, News Corporation, Swift Communications, etc. Newspapers have, in the modern world, played an important role in the exercise of freedom of expression. Whistle-blowers, and those who "leak" stories of corruption in political circles often choose to inform newspapers before other mediums of communication, relying on the perceived willingness of newspaper editors to expose the secrets and lies of those who would rather cover them. However, there have been many circumstances of the political autonomy of newspapers being curtailed. Recent research has examined the effects of a newspaper's closing on the reelection of incumbents, voter turnout, and campaign spending.Opinions of other writers and readers are expressed in the op-ed ("opposite the editorial page") and letters to the editors sections of the paper. Some ways newspapers have tried to improve their credibility are: appointing ombudsmen, developing ethics policies and training, using more stringent corrections policies, communicating their processes and rationale with readers, and asking sources to review articles after publication.
== Impact of television and Internet ==
By the late 1990s, the availability of news via 24-hour television channels and the subsequent availability of online journalism posed an ongoing challenge to the business model of most newspapers in developed countries. Paid newspaper circulation has declined, while advertising revenue—the bulk of most newspapers' income—has been shifting from print to social media and news websites, resulting in a general decline. One of the challenges is that a number of online news websites are free to access. Other online news sites have a paywall and require paid subscription for access. In less-developed countries, cheaper printing and distribution, increased literacy, a growing middle class, and other factors have compensated for the emergence of electronic media, and newspaper circulation continues to grow.In April 1995, The American Reporter became the first daily Internet-based newspaper with its own paid reporters and original content. The future of newspapers in countries with high levels of Internet access has been widely debated as the industry has faced down soaring newsprint prices, slumping ad sales, the loss of much classified advertising, and precipitous drops in circulation. Since the late-1990s, the number of newspapers slated for closure, bankruptcy, or severe cutbacks has risen—especially in the United States, where the industry has shed a fifth of its journalists since 2001. A June 2022 report estimated that 2 newspapers die each week, and revealed that the US dropped from 8,891 newspapers in 2005 to 6,377 at the end of May 2022. Journalism jobs dropped from about 75,000 in 2006 to 31,000 in 2022.The debate has become more urgent lately, as the 2008–2009 recession shaved newspapers' profits and as once-explosive growth in web revenue has leveled off, forestalling what the industry hoped would become an important source of revenue. At issue is whether the newspaper industry faces a cyclical trough (or dip), or whether new technology has rendered print newspapers obsolete. As of 2017, an increasing percentage of millennials get their news from social media websites. In the 2010s, many traditional newspapers have begun offering "digital editions", accessible via computers and mobile devices. Online advertising allows news websites to show catered ads, based on a visitor's interests.
== See also ==
List of newspaper comic strips
List of online newspaper archives
Lists of newspapers
Off stone
== Notes ==
== References ==
== Further reading ==
Willings Press Guide (134th ed. 3 vol. 2010), comprehensive guide to world press. Vol 1 UK, Vol 2 Europe and Vol 3 World. ISBN 1-906035-17-2
Editor and Publisher International Year Book (90th ed. 2009), comprehensive guide to American newspapers
Kevin G. Barnhurst, and John Nerone. The Form of News, A History (2001) excerpt and text search
Bleyer, Willard Grosvenor. Newspaper Writing and Editing. (Houghton Mifflin Company, 1913, 364pp.).
Conley, David, and Stephen Lamble. The Daily Miracle: An Introduction to Journalism (3rd ed. 2006), 518pp; global viewpoint
Harrower, Tim. The Newspaper Designer's Handbook (6th ed. 2007) excerpt and text search
Jones, Alex. Losing the News: The Future of the News That Feeds Democracy (2009)
Pettegree, Andrew. The Invention of News: How the World Came to Know About Itself (2014) ISBN 978-0300212761
Shaw, Matthew J. An Inky Business: A History of Newspapers from the English Civil Wars to the American Civil War (2021) ISBN 978-1789143867
Sousa, Jorge Pedro Sousa (Coord.); Maria do Carmo Castelo Branco; Mário Pinto; Sandra Tuna; Gabriel Silva; Eduardo Zilles Borba; Mônica Delicato; Carlos Duarte; Nair Silva; Patrícia Teixeira. A Gazeta "da Restauração": Primeiro Periódico Português. Uma análise do discurso VOL. II — Reproduções(2011) ISBN 978-989-654-061-6
Walravens, Hartmut, ed. Newspapers in Central And Eastern Europe (2004) 251pp
Williams, Kevin. Read All About It!: A History of the British Newspaper (2009) excerpt and text search
== External links ==
"Newspaper" . The New Student's Reference Work . 1914.
NewsTornado – Worldwide Newspaper Circulation Map
Print Culture at A History of Central Florida Podcast
Chart – Real and Fake News (2016)/Vanessa Otero (basis) (Mark Frauenfelder)
Chart – Real and Fake News (2014) (2016)/Pew Research Center
=== Newspaper archives ===
Newspapercat – University of Florida Historical Digital Newspaper Catalog Collection
Historical newspapers from 1700s–Present: Newspapers.com
Historical newspaper database, from NewspaperARCHIVE.com
More than 8m pages of Historic European newspapers (Free)
Chronicling America: Historic American Newspapers from National Digital Newspaper Program.
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Coordinated Universal Time
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Coordinated Universal Time or UTC is the primary time standard by which the world regulates clocks and time. It is within about one second of mean solar time (such as UT1) at 0° longitude (at the IERS Reference Meridian as the currently used prime meridian) and is not adjusted for daylight saving time. It is effectively a successor to Greenwich Mean Time (GMT).
The coordination of time and frequency transmissions around the world began on 1 January 1960. UTC was first officially adopted as CCIR Recommendation 374, Standard-Frequency and Time-Signal Emissions, in 1963, but the official abbreviation of UTC and the official English name of Coordinated Universal Time (along with the French equivalent) were not adopted until 1967.The system has been adjusted several times, including a brief period during which the time-coordination radio signals broadcast both UTC and "Stepped Atomic Time (SAT)" before a new UTC was adopted in 1970 and implemented in 1972. This change also adopted leap seconds to simplify future adjustments. This CCIR Recommendation 460 "stated that (a) carrier frequencies and time intervals should be maintained constant and should correspond to the definition of the SI second; (b) step adjustments, when necessary, should be exactly 1 s to maintain approximate agreement with Universal Time (UT); and (c) standard signals should contain information on the difference between UTC and UT."The General Conference on Weights and Measures adopted a resolution to alter UTC with a new system that would eliminate leap seconds by 2035.The current version of UTC is defined by International Telecommunication Union Recommendation (ITU-R TF.460-6), Standard-frequency and time-signal emissions, and is based on International Atomic Time (TAI) with leap seconds added at irregular intervals to compensate for the accumulated difference between TAI and time measured by Earth's rotation. Leap seconds are inserted as necessary to keep UTC within 0.9 seconds of the UT1 variant of universal time. See the "Current number of leap seconds" section for the number of leap seconds inserted to date.
== Etymology ==
The official abbreviation for Coordinated Universal Time is UTC. This abbreviation comes as a result of the International Telecommunication Union and the International Astronomical Union wanting to use the same abbreviation in all languages. English speakers originally proposed CUT (for "coordinated universal time"), while French speakers proposed TUC (for "temps universel coordonné"). The compromise that emerged was UTC, which conforms to the pattern for the abbreviations of the variants of Universal Time (UT0, UT1, UT2, UT1R, etc.).
== Uses ==
Time zones around the world are expressed using positive or negative offsets from UTC, as in the list of time zones by UTC offset.
The westernmost time zone uses UTC−12, being twelve hours behind UTC; the easternmost time zone uses UTC+14, being fourteen hours ahead of UTC. In 1995, the island nation of Kiribati moved those of its atolls in the Line Islands from UTC−10 to UTC+14 so that Kiribati would all be on the same day.
UTC is used in many Internet and World Wide Web standards. The Network Time Protocol (NTP), designed to synchronise the clocks of computers over the Internet, transmits time information from the UTC system. If only milliseconds precision is needed, clients can obtain the current UTC from a number of official internet UTC servers. For sub-microsecond precision, clients can obtain the time from satellite signals.
UTC is also the time standard used in aviation, e.g. for flight plans and air traffic control. Weather forecasts and maps all use UTC to avoid confusion about time zones and daylight saving time. The International Space Station also uses UTC as a time standard.
Amateur radio operators often schedule their radio contacts in UTC, because transmissions on some frequencies can be picked up in many time zones.
== Mechanism ==
UTC divides time into days, hours, minutes, and seconds. Days are conventionally identified using the Gregorian calendar, but Julian day numbers can also be used. Each day contains 24 hours and each hour contains 60 minutes. The number of seconds in a minute is usually 60, but with an occasional leap second, it may be 61 or 59 instead. Thus, in the UTC time scale, the second and all smaller time units (millisecond, microsecond, etc.) are of constant duration, but the minute and all larger time units (hour, day, week, etc.) are of variable duration. Decisions to introduce a leap second are announced at least six months in advance in "Bulletin C" produced by the International Earth Rotation and Reference Systems Service. The leap seconds cannot be predicted far in advance due to the unpredictable rate of the rotation of Earth.Nearly all UTC days contain exactly 86,400 SI seconds with exactly 60 seconds in each minute. UTC is within about one second of mean solar time at 0° longitude, so that, because the mean solar day is slightly longer than 86,400 SI seconds, occasionally the last minute of a UTC day is adjusted to have 61 seconds. The extra second is called a leap second. It accounts for the grand total of the extra length (about 2 milliseconds each) of all the mean solar days since the previous leap second. The last minute of a UTC day is permitted to contain 59 seconds to cover the remote possibility of the Earth rotating faster, but that has not yet been necessary. The irregular day lengths mean fractional Julian days do not work properly with UTC.
Since 1972, UTC is calculated by subtracting the accumulated leap seconds from International Atomic Time (TAI), which is a coordinate time scale tracking notional proper time on the rotating surface of the Earth (the geoid). In order to maintain a close approximation to UT1, UTC occasionally has discontinuities where it changes from one linear function of TAI to another. These discontinuities take the form of leap seconds implemented by a UTC day of irregular length. Discontinuities in UTC occurred only at the end of June or December. However, there is provision for them to happen at the end of March and September as well as a second preference. The International Earth Rotation and Reference Systems Service (IERS) tracks and publishes the difference between UTC and Universal Time, DUT1 = UT1 − UTC, and introduces discontinuities into UTC to keep DUT1 in the interval (−0.9 s, +0.9 s).
As with TAI, UTC is only known with the highest precision in retrospect. Users who require an approximation in real time must obtain it from a time laboratory, which disseminates an approximation using techniques such as GPS or radio time signals. Such approximations are designated UTC(k), where k is an abbreviation for the time laboratory. The time of events may be provisionally recorded against one of these approximations; later corrections may be applied using the International Bureau of Weights and Measures (BIPM) monthly publication of tables of differences between canonical TAI/UTC and TAI(k)/UTC(k) as estimated in real-time by participating laboratories. (See the article on International Atomic Time for details.)
Because of time dilation, a standard clock not on the geoid, or in rapid motion, will not maintain synchronicity with UTC. Therefore, telemetry from clocks with a known relation to the geoid is used to provide UTC when required, on locations such as those of spacecraft.
It is impossible to compute the exact time interval elapsed between two UTC timestamps without consulting a table showing how many leap seconds occurred during that interval. By extension, it is not possible to compute the precise duration of a time interval that ends in the future and may encompass an unknown number of leap seconds (for example, the number of TAI seconds between "now" and 2099-12-31 23:59:59). Therefore, many scientific applications that require precise measurement of long (multi-year) intervals use TAI instead. TAI is also commonly used by systems that cannot handle leap seconds. GPS time always remains exactly 19 seconds behind TAI (neither system is affected by the leap seconds introduced in UTC).
=== Time zones ===
Time zones are usually defined as differing from UTC by an integer number of hours, although the laws of each jurisdiction would have to be consulted if sub-second accuracy was required. Several jurisdictions have established time zones that differ by an odd integer number of half-hours or quarter-hours from UT1 or UTC.
Current civil time in a particular time zone can be determined by adding or subtracting the number of hours and minutes specified by the UTC offset, which ranges from UTC−12:00 in the west to UTC+14:00 in the east (see List of UTC offsets).
The time zone using UTC is sometimes denoted UTC±00:00 or by the letter Z—a reference to the equivalent nautical time zone (GMT), which has been denoted by a Z since about 1950. Time zones were identified by successive letters of the alphabet and the Greenwich time zone was marked by a Z as it was the point of origin. The letter also refers to the "zone description" of zero hours, which has been used since 1920 (see time zone history). Since the NATO phonetic alphabet word for Z is "Zulu", UTC is sometimes known as "Zulu time". This is especially true in aviation, where "Zulu" is the universal standard. This ensures that all pilots, regardless of location, are using the same 24-hour clock, thus avoiding confusion when flying between time zones. See the list of military time zones for letters used in addition to Z in qualifying time zones other than Greenwich.
On electronic devices which only allow the time zone to be configured using maps or city names, UTC can be selected indirectly by selecting cities such as Accra in Ghana or Reykjavík in Iceland as they are always on UTC and do not currently use daylight saving time (which Greenwich and London do, and so could be a source of error).
=== Daylight saving time ===
UTC does not change with a change of seasons, but local time or civil time may change if a time zone jurisdiction observes daylight saving time (summer time). For example, local time on the east coast of the United States is five hours behind UTC during winter, but four hours behind while daylight saving is observed there.
== History ==
In 1928, the term Universal Time (UT) was introduced by the International Astronomical Union to refer to GMT, with the day starting at midnight. Until the 1950s, broadcast time signals were based on UT, and hence on the rotation of the Earth.
In 1955, the caesium atomic clock was invented. This provided a form of timekeeping that was both more stable and more convenient than astronomical observations. In 1956, the U.S. National Bureau of Standards and U.S. Naval Observatory started to develop atomic frequency time scales; by 1959, these time scales were used in generating the WWV time signals, named for the shortwave radio station that broadcasts them. In 1960, the U.S. Naval Observatory, the Royal Greenwich Observatory, and the UK National Physical Laboratory coordinated their radio broadcasts so that time steps and frequency changes were coordinated, and the resulting time scale was informally referred to as "Coordinated Universal Time".In a controversial decision, the frequency of the signals was initially set to match the rate of UT, but then kept at the same frequency by the use of atomic clocks and deliberately allowed to drift away from UT. When the divergence grew significantly, the signal was phase shifted (stepped) by 20 ms to bring it back into agreement with UT. Twenty-nine such steps were used before 1960.In 1958, data was published linking the frequency for the caesium transition, newly established, with the ephemeris second. The ephemeris second is a unit in the system of time that, when used as the independent variable in the laws of motion that govern the movement of the planets and moons in the solar system, enables the laws of motion to accurately predict the observed positions of solar system bodies. Within the limits of observable accuracy, ephemeris seconds are of constant length, as are atomic seconds. This publication allowed a value to be chosen for the length of the atomic second that would accord with the celestial laws of motion.In 1961, the Bureau International de l'Heure began coordinating the UTC process internationally (but the name Coordinated Universal Time was not formally adopted by the International Astronomical Union until 1967). From then on, there were time steps every few months, and frequency changes at the end of each year. The jumps increased in size to 0.1 seconds. This UTC was intended to permit a very close approximation to UT2.In 1967, the SI second was redefined in terms of the frequency supplied by a caesium atomic clock. The length of second so defined was practically equal to the second of ephemeris time. This was the frequency that had been provisionally used in TAI since 1958. It was soon decided that having two types of second with different lengths, namely the UTC second and the SI second used in TAI, was a bad idea. It was thought better for time signals to maintain a consistent frequency, and that this frequency should match the SI second. Thus it would be necessary to rely on time steps alone to maintain the approximation of UT. This was tried experimentally in a service known as "Stepped Atomic Time" (SAT), which ticked at the same rate as TAI and used jumps of 0.2 seconds to stay synchronised with UT2.There was also dissatisfaction with the frequent jumps in UTC (and SAT). In 1968, Louis Essen, the inventor of the caesium atomic clock, and G. M. R. Winkler both independently proposed that steps should be of 1 second only. This system was eventually approved, along with the idea of maintaining the UTC second equal to the TAI second. At the end of 1971, there was a final irregular jump of exactly 0.107758 TAI seconds, making the total of all the small time steps and frequency shifts in UTC or TAI during 1958–1971 exactly ten seconds, so that 1 January 1972 00:00:00 UTC was 1 January 1972 00:00:10 TAI exactly, and a whole number of seconds thereafter. At the same time, the tick rate of UTC was changed to exactly match TAI. UTC also started to track UT1 rather than UT2. Some time signals started to broadcast the DUT1 correction (UT1 − UTC) for applications requiring a closer approximation of UT1 than UTC now provided.
=== Current number of leap seconds ===
The first leap second occurred on 30 June 1972. Since then, leap seconds have occurred on average about once every 19 months, always on 30 June or 31 December. As of July 2022, there have been 27 leap seconds in total, all positive, putting UTC 37 seconds behind TAI.
== Rationale ==
Earth's rotational speed is very slowly decreasing because of tidal deceleration; this increases the length of the mean solar day. The length of the SI second was calibrated on the basis of the second of ephemeris time and can now be seen to have a relationship with the mean solar day observed between 1750 and 1892, analysed by Simon Newcomb. As a result, the SI second is close to 1/86400 of a mean solar day in the mid‑19th century. In earlier centuries, the mean solar day was shorter than 86,400 SI seconds, and in more recent centuries it is longer than 86,400 seconds. Near the end of the 20th century, the length of the mean solar day (also known simply as "length of day" or "LOD") was approximately 86,400.0013 s. For this reason, UT is now "slower" than TAI by the difference (or "excess" LOD) of 1.3 ms/day.
The excess of the LOD over the nominal 86,400 s accumulates over time, causing the UTC day, initially synchronised with the mean sun, to become desynchronised and run ahead of it. Near the end of the 20th century, with the LOD at 1.3 ms above the nominal value, UTC ran faster than UT by 1.3 ms per day, getting a second ahead roughly every 800 days. Thus, leap seconds were inserted at approximately this interval, retarding UTC to keep it synchronised in the long term. The actual rotational period varies on unpredictable factors such as tectonic motion and has to be observed, rather than computed.
Just as adding a leap day every four years does not mean the year is getting longer by one day every four years, the insertion of a leap second every 800 days does not indicate that the mean solar day is getting longer by a second every 800 days. It will take about 50,000 years for a mean solar day to lengthen by one second (at a rate of 2 ms per century). This rate fluctuates within the range of 1.7–2.3 ms/cy. While the rate due to tidal friction alone is about 2.3 ms/cy, the uplift of Canada and Scandinavia by several metres since the last ice age has temporarily reduced this to 1.7 ms/cy over the last 2,700 years. The correct reason for leap seconds, then, is not the current difference between actual and nominal LOD, but rather the accumulation of this difference over a period of time: Near the end of the 20th century, this difference was about 1/800 of a second per day; therefore, after about 800 days, it accumulated to 1 second (and a leap second was then added).
In the graph of DUT1 above, the excess of LOD above the nominal 86,400 s corresponds to the downward slope of the graph between vertical segments. (The slope became shallower in the 1980s, 2000s and late 2010s to 2020s because of slight accelerations of Earth's rotation temporarily shortening the day.) Vertical position on the graph corresponds to the accumulation of this difference over time, and the vertical segments correspond to leap seconds introduced to match this accumulated difference. Leap seconds are timed to keep DUT1 within the vertical range depicted by the adjacent graph. The frequency of leap seconds therefore corresponds to the slope of the diagonal graph segments, and thus to the excess LOD. Time periods when the slope reverses direction (slopes upwards, not the vertical segments) are times when the excess LOD is negative, that is, when the LOD is below 86,400 s.
== Future ==
As the Earth's rotation continues to slow, positive leap seconds will be required more frequently. The long-term rate of change of LOD is approximately +1.7 ms per century. At the end of the 21st century, LOD will be roughly 86,400.004 s, requiring leap seconds every 250 days. Over several centuries, the frequency of leap seconds will become problematic. A change in the trend of the UT1 – UTC values was seen beginning around June 2019 in which instead of slowing down (with leap seconds to keep the difference between UT1 and UTC less than 0.9 seconds) the Earth's rotation has sped up, causing this difference to increase. If the trend continues, a negative leap second may be required, which has not been used before. This may not be needed until 2025.Some time in the 22nd century, two leap seconds will be required every year. The current practice of only allowing leap seconds in June and December will be insufficient to maintain a difference of less than 1 second, and it might be decided to introduce leap seconds in March and September. In the 25th century, four leap seconds are projected to be required every year, so the current quarterly options would be insufficient.
In April 2001, Rob Seaman of the National Optical Astronomy Observatory proposed that leap seconds be allowed to be added monthly rather than twice yearly.A resolution has been adopted by the General Conference on Weights and Measures to redefine UTC and abolish leap seconds, but keep the civil second constant and equal to the SI second, so that sundials would slowly get further and further out of sync with civil time. The leap seconds will be eliminated by 2035. The resolution does not break the connection between UTC and UT1, but increases the maximum allowable difference. The details of what the maximum difference will be and how corrections will be implemented is left for future discussions. This will result in a shift of the sun's movements relative to civil time, with the difference increasing quadratically with time (i.e., proportional to elapsed centuries squared). This is analogous to the shift of seasons relative to the yearly calendar that results from the calendar year not precisely matching the tropical year length. This would be a change in civil timekeeping, and would have a slow effect at first, but becoming drastic over several centuries. UTC (and TAI) would be more and more ahead of UT; it would coincide with local mean time along a meridian drifting eastward faster and faster. Thus, the time system will lose its fixed connection to the geographic coordinates based on the IERS meridian. The difference between UTC and UT would reach 0.5 hours after the year 2600 and 6.5 hours around 4600.ITU‑R Study Group 7 and Working Party 7A were unable to reach consensus on whether to advance the proposal to the 2012 Radiocommunications Assembly; the chairman of Study Group 7 elected to advance the question to the 2012 Radiocommunications Assembly (20 January 2012), but consideration of the proposal was postponed by the ITU until the World Radio Conference in 2015. This conference, in turn, considered the question, but no permanent decision was reached; it only chose to engage in further study with the goal of reconsideration in 2023.A proposed alternative to the leap second is the leap hour or leap minute, which requires changes only once every few centuries.
== See also ==
Coordinated Mars Time (MTC)
Ephemeris time
IERS Reference Meridian
ISO 8601
List of UTC timing centers
Terrestrial Time
Universal Time
World Radiocommunication Conference
== References ==
=== Citations ===
=== General and cited sources ===
== External links ==
Current UTC time
Definition of Coordinated Universal Time in German law–ZeitG §1 (3)
International Earth Rotation Service; list of differences between TAI and UTC from 1961 to present
W3C Specification about UTC Date and Time and RFC 3339, based on ISO 8601
Standard of time definition: UTC, GPS, LORAN and TAI
What is in a name? On the term Coordinated Universal Time at the Wayback Machine (archived 6 November 2013)
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New Jersey
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New Jersey is a state situated within both the Mid-Atlantic and Northeastern regions of the United States. It is the most densely populated of all 50 U.S. states, and is situated at the center of the Northeast megalopolis. New Jersey is bordered on its north and east by New York state; on its east, southeast, and south by the Atlantic Ocean; on its west by the Delaware River and Pennsylvania; and on its southwest by Delaware Bay and Delaware. At 7,354 square miles (19,050 km2), New Jersey is the fifth-smallest state in land area, but with close to 9.3 million residents as of the 2020 United States census, its highest decennial count ever, it ranks 11th in population. The state capital is Trenton, and the state's most populous city is Newark. New Jersey is the only U.S. state in which every county is deemed urban by the U.S. Census Bureau with 13 counties included in the New York metropolitan area, seven counties in the Philadelphia metropolitan area, and Warren County part of the heavily industrialized Lehigh Valley metropolitan area.
New Jersey was first inhabited by Paleo-Indians as early as 13,000 B.C.E., with the Lenape being the dominant Indigenous group when Europeans arrived in the early 17th century. Dutch and Swedish colonists founded the first European settlements in the state, with the British later seizing control of the region and establishing the Province of New Jersey, named after the largest of the Channel Islands. The colony's fertile lands and relative religious tolerance drew a large and diverse population. New Jersey was among the Thirteen Colonies that supported the American Revolution, hosting several pivotal battles and military commands in the American Revolutionary War. On December 18, 1787, New Jersey became the third state to ratify the United States Constitution, which granted it admission to the Union, and it was the first state to ratify the U.S. Bill of Rights on November 20, 1789.
New Jersey remained in the Union during the American Civil War and provided troops, resources, and military leaders in support of the Union Army. After the war, the state emerged as a major manufacturing center and a leading destination for immigrants, helping drive the Industrial Revolution in the U.S. New Jersey was the site of many industrial, technological, and commercial innovations, including the first town (Roselle) to be illuminated by electricity, the first incandescent light bulb, and the first steam locomotive. Many prominent Americans associated with New Jersey have proven influential nationally and globally, including in academia, advocacy, business, entertainment, government, military, non-profit leadership, and other fields.
New Jersey's central location in the Northeast megalopolis helped fuel its rapid growth and suburbanization in the second half of the 20th century. At the turn of the 21st century, its economy became increasingly diversified with major sectors including biotechnology, pharmaceuticals, specialized agriculture, and information technology. New Jersey remains a major destination for immigrants and is home to one of the world's most ethnically diverse and multicultural populations.
In particular, New Jersey drew Italian immigrants, having the second highest Italian American population among states. Echoing historical trends, the state has increasingly re-urbanized, with growth in cities outpacing suburbs since 2008.As of 2022, New Jersey was the wealthiest U.S. state by annual median household income, at $96,346. Almost one-tenth of all households in the state, or over 323,000, are millionaires, the highest representation of millionaires among all states. New Jersey's public school system consistently ranks at or among the top of all U.S. states. According to climatology research by the U.S. National Oceanic and Atmospheric Administration, New Jersey has been the fastest-warming state by average air temperature over a 100-year period beginning in the early 20th century, which has been attributed to warming of the North Atlantic Ocean.
== History ==
Around 180 million years ago, during the Jurassic Period, New Jersey bordered North Africa. The pressure of collision between North America and Africa gave rise to the Appalachian Mountains. Around 18,000 years ago, the Ice Age resulted in glaciers that reached New Jersey. As glaciers retreated, they left behind Lake Passaic along with rivers, meadows, swamps, and gorges.Since the 6th millennium BC, Native American people have inhabited New Jersey, beginning with the Lenape tribe. Scheyichbi is the Lenape name for the land that represents present-day New Jersey. The Lenape were several autonomous groups that practiced maize agriculture in order to supplement their hunting and gathering in the region surrounding the Delaware River, the lower Hudson River, and western Long Island Sound. The Lenape were divided into matrilinear clans that were based upon common female ancestors. Clans were organized into three distinct phratries identified by their animal sign: Turtle, Turkey, and Wolf. They first encountered the Dutch in the early 17th century, and their primary relationship with the Dutch and later European settlers was through fur trade.
=== Colonial era ===
The Dutch were the first Europeans to lay claim to lands in New Jersey. The Dutch colony of New Netherland consisted of parts of modern Mid-Atlantic states. Although the European principle of land ownership was not recognized by the Lenape, Dutch West India Company policy required its colonists to purchase land that they settled. The first to do so was Michiel Pauw, who established a patron ship called Pavonia in 1630 along North River, that eventually became Bergen. Peter Minuit's purchase of lands along the Delaware River established the colony of New Sweden. The entire region became a territory of England on June 24, 1664, after an English fleet under command of Colonel Richard Nicolls sailed into what is now New York Harbor and took control of Fort Amsterdam, annexing the entire province.
During the English Civil War, the Channel Island of Jersey remained loyal to the British Crown and gave sanctuary to the King. In the Royal Square in St Helier, Charles II of England was proclaimed King in 1649, following the execution of his father, Charles I. North American lands were divided by Charles II, who gave his brother, the Duke of York (later King James II), the region between New England and Maryland as a proprietary colony (as opposed to a royal colony). James then granted land between the Hudson River and the Delaware River (the land that would become New Jersey) to two friends who had remained loyal through the English Civil War: Sir George Carteret and Lord Berkeley of Stratton. The area was named the Province of New Jersey.
Since its inception, New Jersey has been characterized by ethnic and religious diversity. New England Congregationalists settled alongside Scots Presbyterians and Dutch Reformed migrants. While the majority of residents lived in towns with individual landholdings of 100 acres (40 ha), a few rich proprietors owned vast estates. English Quakers and Anglicans owned large landholdings. Unlike Plymouth Colony, Jamestown and other colonies, New Jersey was populated by a secondary wave of immigrants who came from other colonies instead of those who migrated directly from Europe. New Jersey remained agrarian and rural throughout the colonial era, and commercial farming developed sporadically. Some townships, such as Burlington on the Delaware River and Perth Amboy, emerged as important ports for shipping to New York City and Philadelphia. The colony's fertile lands and tolerant religious policy drew more settlers, and New Jersey's population had increased to 120,000 by 1775.
Settlement for the first ten years of English rule took place along Hackensack River and Arthur Kill. Settlers came primarily from New York and New England. On March 18, 1673, Berkeley sold his half of the colony to Quakers in England, who settled the Delaware Valley region as a Quaker colony, with William Penn acting as trustee for the lands for a time. New Jersey was governed very briefly as two distinct provinces, East and West Jersey, for 28 years between 1674 and 1702, at times part of the Province of New York or Dominion of New England.
In 1702, the two provinces were reunited under a royal governor rather than a proprietary one. Edward Hyde, titled Lord Cornbury, became the first governor of the royal colony. Britain believed that he was an ineffective and corrupt ruler, taking bribes and speculating on land. In 1708, he was recalled to England. New Jersey was then ruled by the governors of New York, but this infuriated the settlers of New Jersey, who accused these governors of favoritism to New York. Judge Lewis Morris led the case for a separate governor, and was appointed governor by King George II in 1738.
=== Revolutionary War era ===
New Jersey was one of the Thirteen Colonies that revolted against British rule in the American Revolution. The New Jersey Constitution of 1776 was passed July 2, 1776, just two days before the Second Continental Congress declared American Independence from Great Britain. It was an act of the Provincial Congress, which made itself into the State Legislature. To reassure neutrals, it provided that it would become the legislature would disband if New Jersey reached reconciliation with Great Britain. Among the 56 Founding Fathers who signed the Declaration of Independence, five were New Jersey representatives: Richard Stockton, John Witherspoon, Francis Hopkinson, John Hart, and Abraham Clark.
During the American Revolutionary War, British and American armies crossed New Jersey numerous times, and several pivotal battles took place in the state. Because of this, New Jersey today is sometimes referred to as "The Crossroads of the American Revolution". The winter quarters of the Continental Army were established in New Jersey twice by General George Washington in Morristown, which has been called "The Military Capital of the American Revolution.“On the night of December 25–26, 1776, the Continental Army under George Washington crossed the Delaware River. After the crossing, they surprised and defeated the Hessian troops in the Battle of Trenton. Slightly more than a week after victory at Trenton, Continental Army forces gained an important victory by stopping General Cornwallis's charges at the Second Battle of Trenton. By evading Cornwallis's army, the Continental Army was able to make a surprise attack on Princeton and successfully defeated the British forces there on January 3, 1777. Emanuel Leutze's painting of Washington Crossing the Delaware became an icon of the Revolution.
Continental Army forces under Washington's command met British forces under General Henry Clinton at the Battle of Monmouth in an indecisive engagement in June 1778. Washington's forces attempted to take the British column by surprise. When the British army attempted to flank the Americans, the Continental Army retreated in disorder. Their ranks were later reorganized and withstood British charges.In the summer of 1783, the Continental Congress met in Nassau Hall at Princeton University, making Princeton the nation's capital for four months. It was there that the Continental Congress learned of the signing of the Treaty of Paris, which ended the war.
On December 18, 1787, New Jersey became the third state to ratify the United States Constitution, which was overwhelmingly popular in New Jersey since it prevented New York and Pennsylvania from charging tariffs on goods imported from Europe. On November 20, 1789, New Jersey became the first in the newly-formed Union to ratify the Bill of Rights.The 1776 New Jersey State Constitution gave the vote to all inhabitants who had a certain level of wealth. This included women and Black people, but not married women because they were not legally permitted to own property separately from their husbands. Both sides, in several elections, claimed that the other side had had unqualified women vote and mocked them for use of petticoat electors, whether entitled to vote or not; on the other hand, both parties passed Voting Rights Acts. In 1807, legislature passed a bill interpreting the constitution to mean universal white male suffrage, excluding paupers; the constitution was itself an act of the legislature and not enshrined as the modern constitution.
=== 19th century ===
On February 15, 1804, New Jersey became the last northern state to abolish new slavery and enacted legislation that slowly phased out existing slavery. This led to a gradual decrease of the slave population. By the American Civil War's end, about a dozen African Americans in New Jersey were still held in bondage. New Jersey voters eventually ratified the constitutional amendments banning slavery and granting rights to the United States' black population.
Industrialization accelerated in the northern part of the state following completion of the Morris Canal in 1831. The canal allowed for coal to be brought from eastern Pennsylvania's Lehigh Valley to northern New Jersey's growing industries in Paterson, Newark, and Jersey City.
In 1844, the second state constitution was ratified and brought into effect. Counties thereby became districts for the state senate, and some realignment of boundaries (including the creation of Mercer County) immediately followed. This provision was retained in the 1947 Constitution, but was overturned by the Supreme Court of the United States in 1962, by the decision Baker v. Carr. While the Governorship was stronger than under the 1776 constitution, the constitution of 1844 created many offices that were not responsible to him, or to the people, and it gave him a three-year term, but he could not succeed himself.
New Jersey was one of the few Union states (the others being Delaware and Kentucky) to select a candidate other than Abraham Lincoln twice in national elections, and sided with Stephen Douglas (1860) and George B. McClellan (1864) during their campaigns. McClellan, a native Philadelphian, had New Jersey ties and formally resided in New Jersey at the time; he later became Governor of New Jersey (1878–81). (In New Jersey, the factions of the Democratic party managed an effective coalition in 1860.) During the American Civil War, the state was led first by Republican governor Charles Smith Olden, then by Democrat Joel Parker. During the course of the war, between 65,000 and 80,000 soldiers from the state enlisted in the Union army; unlike many states, including some Northern ones, no battle was fought there.In the Industrial Revolution, cities like Paterson grew and prospered. Previously, the economy had been largely agrarian, which was problematically subject to crop failures and poor soil. This caused a shift to a more industrialized economy, one based on manufactured commodities such as textiles and silk. Inventor Thomas Edison also became an important figure of the Industrial Revolution, having been granted 1,093 patents, many of which for inventions he developed while working in New Jersey. Edison's facilities, first at Menlo Park and then in West Orange, are considered perhaps the first research centers in the United States. Christie Street in Menlo Park was the first thoroughfare in the world to have electric lighting. Transportation was greatly improved as locomotion and steamboats were introduced to New Jersey.
Iron mining was also a leading industry during the middle to late 19th century. Bog iron pits in the New Jersey Pine Barrens were among the first sources of iron for the new nation. Mines such as Mt. Hope, Mine Hill and the Rockaway Valley Mines created a thriving industry. Mining generated the impetus for new towns and was one of the driving forces behind the need for the Morris Canal. Zinc mines were also a major industry, especially the Sterling Hill Mine.
=== 20th century ===
New Jersey prospered through the Roaring Twenties. The first Miss America Pageant was held in 1921 in Atlantic City; the Holland Tunnel connecting Jersey City to Manhattan opened in 1927; and the first drive-in movie was shown in 1933 in Camden. During the Great Depression of the 1930s, the state offered begging licenses to unemployed residents, the zeppelin airship Hindenburg crashed in flames over Lakehurst, and the SS Morro Castle beached itself near Asbury Park after going up in flames while at sea.
Through both World Wars, New Jersey was a center for war production, especially naval construction. The Federal Shipbuilding and Drydock Company yards in Kearny and Newark and the New York Shipbuilding Corporation yard in Camden produced aircraft carriers, battleships, cruisers, and destroyers. New Jersey manufactured 6.8 percent of total United States military armaments produced during World War II, ranking fifth among the 48 states. In addition, Fort Dix (1917) (originally called "Camp Dix"), Camp Merritt (1917) and Camp Kilmer (1941) were all constructed to house and train American soldiers through both World Wars. New Jersey also became a principal location for defense in the Cold War. Fourteen Nike missile stations were constructed for the defense of the New York City and Philadelphia areas. PT-109, a motor torpedo boat commanded by Lt. (j.g.) John F. Kennedy in World War II, was built at the Elco Boatworks in Bayonne. The aircraft carrier USS Enterprise (CV-6) was briefly docked at the Military Ocean Terminal in Bayonne in the 1950s before she was sent to Kearney to be scrapped. In 1962, the world's first nuclear-powered cargo ship, the NS Savannah, was launched at Camden.
In 1951, the New Jersey Turnpike opened, facilitating efficient travel by car and truck between North Jersey and metropolitan New York, and South Jersey and metropolitan Philadelphia. Subsequently in 1957, the Garden State Parkway was completed, serving as a diagonal counterpart to the Turnpike, and opening up highway travel along New Jersey's coastal flank between Bergen County in the northeast and the Cape May County peninsula at the southeastern tip of New Jersey; in doing so, the Jersey Shore became readily accessible to millions of residents in the New York metropolitan area. In 1959, Air Defense Command deployed the CIM-10 Bomarc surface-to-air missile to McGuire Air Force Base. On June 7, 1960, an explosion in a CIM-10 Bomarc missile fuel tank caused an accident and subsequent plutonium contamination.In the 1960s, race riots erupted in many of the industrial cities of North Jersey. The first race riots in New Jersey occurred in Jersey City on August 2, 1964. Several others ensued in 1967, in Newark and Plainfield. Other riots followed the assassination of Martin Luther King Jr. in April 1968, just as in the rest of the country. A riot occurred in Camden in 1971. As a result of an order from the New Jersey Supreme Court to fund schools equitably, the New Jersey legislature passed an income tax bill in 1976. Prior to this bill, the state had no income tax.
=== 21st century ===
In the early part of the 2000s, two light rail systems were opened: the Hudson–Bergen Light Rail in Hudson County and the River Line between Camden and Trenton. The intent of these projects was to encourage transit-oriented development in North Jersey and South Jersey, respectively. The HBLR in particular was credited with a revitalization of Hudson County and Jersey City in particular. Urban revitalization has continued in North Jersey in the 21st century. In 2014, Jersey City's Census-estimated population was 262,146, with the largest population increase of any municipality in New Jersey since 2010, representing an increase of 5.9% from the 2010 U.S. census, when the city's population was enumerated at 247,597. Between 2000 and 2010 Newark experienced its first population increase since the 1950s, and by 2020 had rebounded to 311,549.
== Geography ==
New Jersey is located at the center of the Northeast megalopolis, the most populated American urban agglomeration. It is bordered on the north and northeast by New York (parts of which are across the Hudson River, Upper New York Bay, the Kill Van Kull, Newark Bay, and the Arthur Kill); on the east by the Atlantic Ocean; on the southwest by Delaware across Delaware Bay; and on the west by Pennsylvania across the Delaware River.
New Jersey is broadly divided into North, Central, and South geographic regions, although some residents do not consider Central Jersey a region in its own right. Across the regions are five distinct areas divided by natural geography and population concentration. Northeastern New Jersey, often referred to as the Gateway Region, lies closest to Manhattan in New York City, and up to a million residents commute daily into the city for work, many via public transportation. Northwestern New Jersey, often referred to as the Skylands Region, is more wooded, rural, and mountainous. The chief tree of the northern forests is the oak. The Jersey Shore, along the Atlantic Coast in Central and South Jersey, has its own unique natural, residential, and cultural characteristics owing to its location by the ocean. The Delaware Valley includes the southwestern counties of the state, which reside within the Delaware Valley surrounding Philadelphia. The New Jersey Pine Barrens is situated in the southern interior of New Jersey and covered extensively by mixed pine and oak forest; its population density is lower than most of the state.
Despite its heavily urban character and a long history of industrialization, forests cover roughly 45 percent of New Jersey's land area, or approximately 2.1 million acres, ranking 31st among the 50 U.S. states and six territories.High Point in Montague Township, Sussex County is the state's highest elevation at 1,803 feet (550 m) above sea level. The state's highest prominence is Kitty Ann Mountain in Morris County, rising 892 feet (272 m). The Palisades are a line of steep cliffs on the west side of the Hudson River in Bergen and Hudson Counties. Major New Jersey rivers include the Hudson, Delaware, Raritan, Passaic, Hackensack, Rahway, Musconetcong, Mullica, Rancocas, Manasquan, Maurice, and Toms rivers. Due to New Jersey's peninsular geography, both sunrise and sunset are visible over water from different points on the Jersey Shore.
=== Prominent geographic features ===
Meadowlands
New Jersey Pine Barrens
Delaware Water Gap
Great Bay
Great Swamp National Wildlife Refuge
Highlands
Hudson Palisades
Jersey Shore
On the shore, New Jersey hosts the highest concentration of oceanside boardwalks in the world.
Ramapo Mountain
South Mountain
=== Climate ===
There are two climatic conditions in the state. The southernmost edges of the state have a humid subtropical climate, while the rest has a humid continental climate. New Jersey receives between 2,400 and 2,800 hours of sunshine annually.Summers are typically hot and humid, with statewide average high temperatures of 82–87 °F (28–31 °C) and lows of 60–69 °F (16–21 °C); however, temperatures exceed 90 °F (32 °C) on average 25 days each summer, exceeding 100 °F (38 °C) in some years. Winters are usually cold, with average high temperatures of 34–43 °F (1–6 °C) and lows of 16 to 28 °F (−9 to −2 °C) for most of the state, but temperatures can, for brief periods, fall below 10 °F (−12 °C) and sometimes rise above 50 °F (10 °C). Northwestern parts of the state have significantly colder winters with sub-0 °F (−18 °C) being an almost annual occurrence. Spring and autumn may feature wide temperature variations, with lower humidity than summer. The USDA Plant Hardiness Zone classification ranges from 6 in the northwest of the state, to 7B near Cape May. All-time temperature extremes recorded in New Jersey include 110 °F (43 °C) on July 10, 1936, in Runyon, Middlesex County and −34 °F (−37 °C) on January 5, 1904, in River Vale, Bergen County.Average annual precipitation ranges from 43 to 51 inches (1,100 to 1,300 mm), spread uniformly throughout the year. Average snowfall per winter season ranges from 10–15 inches (25–38 cm) in the south and near the seacoast, 15–30 inches (38–76 cm) in the northeast and central part of the state, to about 40–50 inches (1.0–1.3 m) in the northwestern highlands, but this often varies considerably from year to year. Precipitation falls on an average of 120 days a year, with 25 to 30 thunderstorms, most of which occur during the summer.
During winter and early spring, New Jersey can experience nor'easters, which are capable of causing blizzards or flooding throughout the northeastern United States. Hurricanes and tropical storms, tornadoes, and earthquakes are rare; the state was impacted by a hurricane in 1903, Tropical Storm Floyd in 1999, and Hurricane Sandy in 2012, which made landfall in the state with top winds of 90 mph (145 km/h).
==== Climate change ====
Climate change is affecting New Jersey faster than much of the rest of the United States. Climatologists at the U.S. National Oceanic and Atmospheric Administration have concluded that New Jersey has been the fastest-warming state by average air temperature over a 100-year period beginning in the early 20th century.
=== Administrative divisions ===
The U.S. Census Bureau divides New Jersey's 21 counties into seven metropolitan statistical areas, with 20 counties included in either the New York City or Philadelphia metro areas. Four counties have independent metro areas, and Warren County is part of the Pennsylvania-based Lehigh Valley metro area.
==== Counties by population (2020 census) ====
Bergen County: 955,732
Essex County: 863,728
Middlesex County: 863,162
Hudson County: 724,854
Monmouth County: 643,615
Ocean County: 637,229
Union County: 575,345
Passaic County: 524,118
Camden County: 523,485
Morris County: 509,285
Burlington County: 461,860
Mercer County: 387,340
Somerset County: 345,361
Gloucester County: 302,294
Atlantic County: 274,534
Cumberland County: 154,152
Sussex County: 144,221
Hunterdon County: 128,947
Warren County: 109,632
Cape May County: 95,263
Salem County: 64,837For its overall population and nation-leading population density, New Jersey has a relative paucity of classic large cities. This paradox is most pronounced in Bergen County, the state's most populous county, whose 955,732 residents at the 2020 census inhabited 70 municipalities, of which the most populous is Hackensack, with 46,030 residents. Many urban areas extend far beyond the limits of a single large city, as New Jersey municipalities tend to be geographically small; three of the four largest cities in New Jersey by population have under 20 square miles (52 km2) of land area, and eight of the top ten, including all the top five, have a land area under 30 square miles (78 km2). As of the 2010 United States census, only four municipalities had over 100,000 residents (although Edison and Woodbridge Township came very close); this number increased to seven by the 2020 census.
== Demographics ==
=== Population ===
Residents of New Jersey are most commonly referred to as New Jerseyans or, less commonly, as New Jerseyites. According to the 2020 U.S. census, the state had a population of 9,288,994, a 5.7% increase since the 2010 U.S. census, which counted 8,791,894 residents. The state ranked eleventh in the country by total population and first in population density, with 1,185 residents per square mile (458 per km2). Historically, New Jersey has experienced one of the fastest growth rates in the country, with its population increasing by double digits almost every decade until 1980; growth has since slowed but remained relatively robust until recently. In 2022, the Census Bureau estimated there were 6,262 fewer residents than in 2020, a decline of 0.3% from 2020, related to the Covid pandemic.New Jersey is the only state where every county is deemed urban as defined by the Census Bureau. Most residents live in the counties surrounding New York City, the nation's largest city, Philadelphia, the nation's sixth-largest city, or along the eastern Jersey Shore; the extreme southern and northwestern counties are relatively less dense overall. New Jersey's center of population is the borough of Milltown in Middlesex County, just east of the New Jersey Turnpike, which is part of the New York metropolitan area and located in the middle of the Northeast megalopolis, with over 50 million residents.
As of 2019, New Jersey was the third wealthiest U.S. state by median household income, behind Maryland and Massachusetts; the state's median household income was over $85,000 compared to the national average of roughly $65,000. Conversely, New Jersey's poverty rate of 9.4% was slightly lower than the national average of 11.4%, and the sixth lowest of the fifty states, Washington, D.C., and Puerto Rico. This is attributed to several factors, including the state's proximity to the major economic centers of New York City and Philadelphia, its hosting the highest number of millionaires both per capita and per square mile in the U.S., and the fact that it has the most scientists and engineers per square mile in the world.According to HUD's 2022 Annual Homeless Assessment Report, there were an estimated 8,752 homeless people in New Jersey.
=== Race and ethnicity ===
New Jersey is one of the most ethnically diverse states in the nation: as of 2022, over one-fifth of its residents are Hispanic (21.5%) of its residents are Hispanic or Latino, 15.3% are Black, and one-tenth are Asian. One in four New Jerseyans were born abroad and more than one million (12.1%) are not fully fluent in English. Compared to the U.S. as a whole, the state is more racially and ethnically diverse and has a higher proportion of immigrants.New Jersey is home to roughly half a million unauthorized immigrants, comprising an estimated 6.2% of the population, which in 2018 was the fifth-highest percentage of any U.S. state. The municipalities of Camden, Jersey City, and Newark are considered sanctuary cities for illegal immigrants.For further information on various ethnoracial groups and neighborhoods prominently featured within New Jersey, see the following articles:
History of the Jews in New Jersey
Hispanics and Latinos in New Jersey
Indians in the New York City metropolitan region
Chinese in the New York City metropolitan region
List of U.S. cities with significant Korean American populations
Filipinos in the New York City metropolitan region
Filipinos in New Jersey
Russians in the New York City metropolitan region
Bergen County
Jersey City
India Square in Jersey City, home to the highest concentration of Asian Indians in the Western Hemisphere
Ironbound, a Portuguese and Brazilian enclave in Newark
Five Corners, a Filipino enclave in Jersey City
Havana on the Hudson, a Cuban enclave in Hudson County
Koreatown, Fort Lee, a Korean enclave in southeast Bergen County
Koreatown, Palisades Park, also a Korean enclave in southeast Bergen County
Little Bangladesh, a Bangladeshi enclave in Paterson
Little India (Edison/Iselin), the largest and most diverse South Asian hub in the United States
Little Istanbul, also known as Little Ramallah, a Middle Eastern enclave in Paterson
Little Lima, a Peruvian enclave in PatersonNew Jersey is one of the most ethnically and religiously diverse states in the United States. Nearly one-fourth of New Jerseyans (22.7%) were foreign born, compared to the national average of 13.5%. As of 2011, 56.4% of New Jersey's children under the age of one belonged to racial or ethnic minority groups, meaning that they had at least one parent who was not non-Hispanic white. The 2019 Vintage Year Census estimated that the state's ethnic makeup was as follows: 71.9% White alone, 15.1% Black or African American alone, 10.0% Asian alone, 0.6% American Indian and Alaska Native alone, 0.1% Native Hawaiian and Other Pacific Islander alone, and 2.3% Two or more races. Hispanic or Latino accounted for 20.9%, while White alone (non-Hispanic or Latino) accounted for 54.6% of the population.New Jersey hosts some of the nation's largest communities of religious and ethnic minorities in proportional or absolute terms. It has the second-largest Jewish population by percentage (after New York); the largest Muslim population by percentage; the largest population of Peruvians in the U.S.; the largest population of Cubans outside Florida; the third-highest Asian population by percentage; and the second highest Italian population, according to the 2000 Census. African Americans, Hispanics (Puerto Ricans and Dominicans), West Indians, Arabs, and Brazilian and Portuguese Americans are also high in number. Overall, New Jersey has the third-largest Korean population, with Bergen County home to the highest Korean concentration per capita of any U.S. county (6.9% in 2011). New Jersey also has the fourth-largest Filipino population, and fourth-largest Chinese population, per the 2010 U.S. Census.
New Jersey has the-third highest Indian population of any state by absolute numbers and the highest by percentage, with India Square in Jersey City, Hudson County hosting the highest concentration of Asian Indians in the Western Hemisphere. A study by the Pew Research Center found that in 2013, New Jersey was the only U.S. state in which immigrants born in India constituted the largest foreign-born nationality, representing roughly 10% of all foreign-born residents in the state. Central New Jersey, particularly Edison and surrounding Middlesex County, has the highest concentration of Indians, at nearly 20% in 2020; Little India is the largest and most diverse South Asian cultural hub in the United States. The area includes a sprawling Chinatown and Koreatown running along New Jersey Route 27. Monroe Township in Middlesex County has experienced a particularly rapid growth rate in its Indian American population with an estimated 5,943 (13.6%) as of 2017, which was 23 times the 256 (0.9%) counted at the 2000 Census; Diwali is celebrated by the township as a Hindu holiday. In Middlesex County, election ballots are printed in English, Spanish, Gujarati, Hindi, and Punjabi. Robbinsville, in neighboring Mercer County, hosts the world's largest Hindu temple outside India. Carteret's Punjabi Sikh community, variously estimated at upwards of 3,000, is the largest concentration of Sikhs in the state. Bergen County is home to America's largest Malayali community. from New York City (뉴욕), is a growing hub and home to all of the nation's top ten municipalities by percentage of Korean population, led (above) by Palisades Park (벼랑 공원), the municipality with the highest density of ethnic Koreans in the Western Hemisphere. Displaying ubiquitous Hangul (한글) signage and known as the Korean village, Palisades Park uniquely comprises a Korean majority (52% in 2010) of its population, with both the highest Korean-American density and percentage of any municipality in the United States.
=== Birth data ===
=== Languages ===
As of 2010, 71.31% (5,830,812) of New Jersey residents age 5 and older spoke English at home as a primary language, while 14.59% (1,193,261) spoke Spanish, 1.23% (100,217) Chinese (which includes Cantonese and Mandarin), 1.06% (86,849) Italian, 1.06% (86,486) Portuguese, 0.96% (78,627) Tagalog, and Korean was spoken as a main language by 0.89% (73,057) of the population over the age of five. In total, 28.69% (2,345,644) of New Jersey's population age 5 and older spoke a mother language other than English.A diverse collection of languages has since evolved amongst the state's population, given that New Jersey has become cosmopolitan and is home to ethnic enclaves of non-English-speaking communities:
=== Sexual orientation and gender identity ===
New Jersey is an LGBTQ+ friendly state, and is now home to more gay villages per square mile than any other U.S. state. Same-sex marriage in New Jersey has been legally recognized since October 21, 2013, the effective date of a trial court ruling invalidating New Jersey's restriction then of marriage to persons of different sexes. In September 2013, Mary C. Jacobson, Assignment Judge of the Mercer Vicinage of the Superior Court, ruled that as a result of the U.S. Supreme Court's June 2013 decision in United States v. Windsor, the Constitution of New Jersey requires the state to recognize same-sex marriages.Numerous gayborhoods have emerged in New Jersey, most prominently in Jersey City, Asbury Park, Maplewood, Montclair, and Lambertville. Trenton, the state capital of New Jersey, elected Reed Gusciora, its first openly gay mayor, in 2018, and Jennifer Williams, New Jersey's first openly transgender city councilmember, in 2022. In June 2018, Maplewood, Essex County unveiled permanent rainbow-colored crosswalks to celebrate LGBTQ pride, a feature displayed by only a few other towns in the world, including Rahway, Union County, which unveiled its own rainbow-colored crosswalks in June 2019. In January 2019, New Jersey Governor Phil Murphy signed legislation mandating LGBTQ+ inclusive educational curriculum in schools. In February 2019, New Jersey began allowing a neutral or non-binary gender choice on birth certificates.
=== Religion ===
By number of adherents, the largest religious traditions in New Jersey, according to the 2010 Association of Religion Data Archives, were the Roman Catholic Church with 3,235,290; Islam with 160,666; and the United Methodist Church with 138,052. The world's largest Hindu temple is in Robbinsville, Mercer County. In September 2021, the State of New Jersey aligned with the World Hindu Council to declare October Hindu Heritage Month. In January 2018, Gurbir Grewal became the first Sikh American and Indian American and serve as state attorney general in the United States. In January 2019, Sadaf Jaffer of Montgomery became the first female Muslim American mayor, first female South Asian mayor, and first female Pakistani-American mayor in the U.S. Large numbers of Orthodox Jews are now migrating to New Jersey from New York, due to the latter's higher cost of living.
== Economy ==
The U.S. Bureau of Economic Analysis estimates that New Jersey's gross state product in the third quarter of 2022 was $753 billion.
=== Affluence ===
New Jersey's per capita gross state product routinely ranks as one of the highest in the United States. In 2020, New Jersey had the highest number of millionaires both per capita and per square mile in the United States, approximately 9.76% of households. The state is ranked second in the nation by the number of places with per capita incomes above national average with 76.4%. Nine of New Jersey's counties are among the 100 wealthiest U.S. counties.
=== Fiscal policy ===
New Jersey has seven tax brackets that determine state income tax rates, which range from 1.4% (for income below $20,000) to 8.97% (for income above $500,000).The standard sales tax rate as of January 1, 2018, is 6.625%, applicable to all retail sales unless specifically exempt by law. This rate, which is comparably lower than that of New York City, often attracts numerous shoppers from New York City, often to suburban Paramus, New Jersey, which has five malls, one of which (the Garden State Plaza) has over 2 million square feet (200,000 m2) of retail space. Tax exemptions include most food items for at-home preparation, medications, most clothing, footwear and disposable paper products for use in the home. There are 27 Urban Enterprise Zone statewide, including sections of Paterson, Elizabeth, and Jersey City. In addition to other benefits to encourage employment within the zone, shoppers can take advantage of a reduced 3.3125% sales tax rate (half the rate charged statewide) at eligible merchants.New Jersey has the highest cumulative tax rate of all 50 states with residents paying a total of $68 billion in state and local taxes annually with a per capita burden of $7,816 at a rate of 12.9% of income. All real property located in the state is subject to property tax unless specifically exempted by statute. New Jersey does not assess an intangible personal property tax or an estate tax, but it does impose an inheritance tax (which is levied only on heirs who are not direct descendants). In 2023, Governor Phil Murphy signed into law a new tax-relief program known as StayNJ that will provide for an annual property-tax cut of 50% for those aged 65 and over with incomes below $500,000; the cut will go into effect in January 2026 and be capped at $6,500, but with this cap rising as indexed to the increase in New Jersey's overall property taxes.
=== Federal taxation disparity ===
New Jersey consistently ranks as having one of the highest proportional levels of disparity of any state in the United States, based upon what it receives from the federal government relative to what it gives. In 2015, WalletHub ranked New Jersey the state least dependent upon federal government aid overall and having the fourth lowest return on taxpayer investment from the federal government, at 48 cents per dollar.New Jersey has one of the highest tax burdens in the nation. Factors for this include the large federal tax liability which is not adjusted for New Jersey's higher cost of living and Medicaid funding formulas.
=== Industries ===
New Jersey’s economy is multifaceted, featuring high levels of both productivity and retail consumption; the Garden State’s economy comprises the pharmaceutical industry, biotechnology, information technology, the financial industry, tourism, filmmaking, telecommunications, gambling, food processing, electrical equipment manufacturing, printing, and publishing. New Jersey's agricultural outputs are nursery stock, horses, vegetables, fruits and nuts, seafood, and dairy products. New Jersey ranks second among states in blueberry production, third in cranberries and spinach, and fourth in bell peppers, peaches, and head lettuce. The state harvests the fourth-largest number of acres planted with asparagus. South Jersey has become an East Coast epicenter for logistics and warehouse construction.
==== Scientific economy ====
New Jersey has a strong scientific economy and is home to major pharmaceutical and telecommunications firms, drawing on the state's large and well-educated labor pool, including one of the highest concentrations of engineers and other scientists in the world. There is also a robust service economy in retail sales, education, and real estate, serving residents who work in New York City or Philadelphia. Thomas Edison invented the first electric light bulb at his home in Menlo Park, Edison in 1879. New Jersey is also a key participant in the renewable wind industry. New Jersey has more scientists and engineers per square mile than anywhere in the world, and is a global leader in pharmaceuticals, biotechnology, life sciences, and technology.
==== Corporate and retail ====
New Jersey hosts numerous business headquarters, including twenty-four Fortune 500 companies. Paramus in Bergen County has become the top retail ZIP code (07652) in the United States, with the municipality generating over US$6 billion in annual retail sales. Several New Jersey counties, including Somerset (7), Morris (10), Hunterdon (13), Bergen (21), and Monmouth (42), have been ranked among the highest-income counties in the United States.
==== Shipping, manufacturing, and logistics ====
Shipping is a key industry in New Jersey because of the state's strategic geographic location, the Port of New York and New Jersey being the busiest port on the East Coast. The Port Newark-Elizabeth Marine Terminal was the world's first container port and today is one of the world's largest. New Jersey's location at the center of the Eastern North American population belt has made the state a prime hub for the logistics, warehousing, and supply chain management industries. The manufacturing economy in New Jersey had declined for several decades in the post-Industrial Revolution era but has since resumed growth.
==== Tourism ====
New Jersey's location at the center of the Northeast megalopolis and its extensive transportation system have put over one-third of all United States residents and many Canadian residents within overnight distance by land. This accessibility to consumer revenue has enabled seaside resorts such as Atlantic City and the remainder of the Jersey Shore, as well as the state's other natural and cultural attractions, to contribute significantly to the record 111 million tourist visits to New Jersey in 2018, providing US$44.7 billion in tourism revenue, directly supporting 333,860 jobs, sustaining more than 531,000 jobs overall including peripheral impacts, and generating US$5 billion in state and local tax revenue.
==== Gambling ====
In 1976, a referendum by Jersey voters approved casino gambling in Atlantic City, where the first legalized casino opened in 1978. At that time, Las Vegas was the only other casino resort in the country. Today, several casinos lie along the Atlantic City Boardwalk, the oldest and longest boardwalk in the world, at 5+1⁄2 miles (8.9 km) in length. Atlantic City experienced a dramatic contraction in its stature as a gambling destination after 2010, including the closure of multiple casinos since 2014, spurred by competition from the advent of legalized gambling in other northeastern U.S. states.On February 26, 2013, Governor Chris Christie signed online gambling into law. Sports betting has become a growing source of gambling revenue in New Jersey since being legalized across the nation by the U.S. Supreme Court on May 14, 2018. As of May 2022, New Jersey posted the second-highest sports-betting handle wagered of all U.S. states, after New York. In September 2022, the lifetime revenue from online casinos operating in New Jersey for the nine years since the industry’s launch had surpassed $5 billion.
==== Media ====
===== Television and film production =====
New Jersey is a growing center for filmmaking and television production, with media companies, enticed by its proximity to Manhattan, in conjunction with tax incentives, collectively spending billions of dollars to develop large new studio facilities and sound stage complexes. Motion picture technology was developed by Thomas Edison, with much of his early work done at his West Orange laboratory. Edison's Black Maria was the first motion picture studio. America's first motion picture industry started in 1907 in Fort Lee and the first studio was constructed there in 1909. DuMont Laboratories in Passaic developed early sets and made the first broadcast to the private home.
A number of television shows and films have been filmed in New Jersey. Since 1978, the state has maintained a Motion Picture and Television Commission to encourage filming in-state. New Jersey has long offered tax credits to television producers. Governor Chris Christie suspended the credits in 2010, but the New Jersey State Legislature in 2011 approved the restoration and expansion of the tax credit program. Under bills passed by both the state Senate and Assembly, the program offers 20 percent tax credits (22% in urban enterprise zones) to television and film productions that shoot in the state and meet set standards for hiring and local spending. When Governor Phil Murphy took office, he instated the New Jersey Film & Digital Media Tax Credit Program in 2018 and expanded it in 2020. The benefits include a 30% tax credit on film projects and a 40% subsidy for studio developments.
===== Newspapers =====
===== Radio stations =====
===== Television stations =====
New Jersey has several PBS affiliates: WNET (13) in Newark, WNJN (50) in Montclair, WNJB (58) in New Brunswick, WNJS (23) in Camden and WNJT (52) in Trenton.
There are no standard commercial network affiliates in the state. WMGM-TV (Wildwood) lost its affiliation with NBC in 2014. Viewers in northern New Jersey receive New York City market stations over cable or over the air; southern New Jersey viewers receive Philadelphia market stations over cable or over the air.
WMGM now affiliates with the True Crime Network. WJLP (Middletown) affiliates with the retro network MeTV. There are Telemundo affiliates in Fort Lee, Linden and Mount Laurel, and Univision affiliates in Paterson and Vineland.
==== Finance as Wall Street West ====
Jersey City's Hudson River waterfront, from Exchange Place to Newport, is known as Wall Street West and has over 13 million square feet of Class A office space. One third of the private sector jobs in the city are in the financial services sector: more than 60% are in the securities industry, 20% are in banking and 8% in insurance. Jersey City is home to the headquarters of Verisk Analytics and Lord Abbett, a privately held money management firm. Companies such as Computershare, ADP, IPC Systems, and Fidelity Investments also conduct operations in the city. In 2014, Forbes magazine moved its headquarters to the district, having been awarded a $27 million tax grant in exchange for bringing 350 jobs to the city over a ten-year period. By the early 2020s, the construction of residential skyscrapers Downtown made median rental rates in Jersey City amongst the highest of any city in the United States.
==== Natural resources and energy ====
Limited mining activity of zinc, iron, and manganese still takes place in the area in and around the Franklin Furnace in Sussex County.
Although New Jersey is home to many energy-intensive industries, its energy consumption is only 2.7% of the U.S. total, and its carbon dioxide emissions are 0.8% of the U.S. total. New Jersey's electricity comes primarily from natural gas and nuclear power. New Jersey is seventh in the nation in solar power installations, enabled by one of the country's most favorable net metering policies and renewable portfolio standard. The state has more than 140,000 solar installations.
== Education ==
As of the 2020-2021 school year, there were 686 operating districts in the state. Of these, 599 were traditional public school districts and 87 were charter school districts. The NJDOE reported a total district enrollment of 1,362,400 students, the lowest total enrollment since the early 2000s, though these figures don't consider homeschooled students or those attending out-of-state schools. New Jersey public schools emphasize STEM subjects, and New Jersey is home to more scientists and engineers per square mile than anywhere else in the world.Secretary of Education Rick Rosenberg, appointed by Governor Jon Corzine, created the Education Advancement Initiative (EAI) to increase college admission rates by 10% for New Jersey's high school students, decrease dropout rates by 15%, and increase the amount of money devoted to schools by 10%. Rosenberg retracted this plan when criticized for taking the money out of healthcare to fund this initiative.
=== Educational standards ===
New Jersey is known for the quality of its education. In 2015, the state spent more per each public school student than any other U.S. state except New York, Alaska, and Connecticut, amounting to $18,235 spent per pupil; over 50% of the expenditure was allocated to student instruction.According to 2011 Newsweek statistics, students of High Technology High School in Lincroft, Monmouth County and Bergen County Academies in Hackensack, Bergen County registered average SAT scores of 2145 and 2100, respectively, representing the second- and fourth-highest scores, respectively, of all listed U.S. high schools.Princeton University in Princeton, Mercer County, one of the world's most prominent research universities, is often featured at or near the top of various national and global university rankings, topping the 2023 list, alongside those of several previous consecutive years, from U.S. News & World Report. In 2013, Rutgers University, headquartered in New Brunswick, Middlesex County as the flagship institution of higher education in New Jersey, regained medical and dental schools, augmenting its profile as a national research university as well.In 2014, New Jersey's school systems were ranked at the top of all fifty U.S. states by financial website Wallethub.com. In 2018, New Jersey's overall educational system was ranked second among all states to Massachusetts by U.S. News & World Report. In both 2019 and 2020, Education Week also ranked New Jersey public schools the best of all U.S. states.Nine New Jersey high schools were ranked among the top 25 in the U.S. on the Newsweek "America's Top High Schools 2016" list, more than from any other state. A 2017 UCLA Civil Rights project found that New Jersey has the sixth-most segregated classrooms in the United States.
== Transportation ==
New Jersey's population density and location at the geographic center of the Northeast Megalopolis have rendered it a vital transportation for hub for both passengers and industry.
=== Roadways ===
The New Jersey Turnpike is one of the most prominent and heavily trafficked roadways in the United States. This toll road, which overlaps with Interstate 95 for much of its length, carries traffic between Delaware and New York, and up and down the East Coast in general. Commonly referred to as simply "the Turnpike", it is known for its numerous rest areas named after prominent New Jerseyans.
The Garden State Parkway, or simply "the Parkway", carries relatively more in-state traffic than interstate traffic and runs from New Jersey's northern border to its southernmost tip at Cape May. It is the main route that connects the New York metropolitan area to the Jersey Shore. With a total of fifteen travel and six shoulder lanes, the Driscoll Bridge on the Parkway, spanning the Raritan River in Middlesex County, is the widest motor vehicle bridge in the world by number of lanes as well as one of the busiest.New Jersey is connected to New York City via various key bridges and tunnels. The double-decked George Washington Bridge carries the heaviest load of motor vehicle traffic of any bridge in the world, at 102 million vehicles per year, across fourteen lanes. It connects Fort Lee, New Jersey to the Washington Heights neighborhood of Upper Manhattan, and carries Interstate 95 and U.S. Route 1/9 across the Hudson River. The Lincoln Tunnel connects to Midtown Manhattan carrying New Jersey Route 495, and the Holland Tunnel connects to Lower Manhattan carrying Interstate 78. New Jersey is also connected to Staten Island by three bridges—from north to south, the Bayonne Bridge, the Goethals Bridge, and the Outerbridge Crossing.
New Jersey has interstate compacts with all three of its neighboring states. The Port Authority of New York and New Jersey, the Delaware River Port Authority (with Pennsylvania), the Delaware River Joint Toll Bridge Commission (with Pennsylvania), and the Delaware River and Bay Authority (with Delaware) operate most of the major transportation routes in and out of the state. Bridge tolls are collected only from traffic exiting the state, with the exception of the private Dingman's Ferry Bridge over the Delaware River, which charges a toll in both directions.
It is unlawful for a customer to serve themselves gasoline in New Jersey. It became the last remaining U.S. state where all gas stations are required to sell full-service gasoline to customers at all times in 2016, after Oregon's introduction of restricted self-service gasoline availability took effect.
=== Airports ===
Newark Liberty International Airport (EWR) is one of the busiest airports in the United States. Operated by the Port Authority of New York and New Jersey, it is one of the three main airports serving the New York metropolitan area, along with John F. Kennedy International Airport and LaGuardia Airport, which are both in Queens, New York. United Airlines is the airport's largest tenant, operating an entire terminal (Terminal C) there, which it uses as one of its primary hubs. FedEx Express operates a large cargo terminal at EWR as well. The adjacent Newark Airport railroad station provides access to Amtrak and NJ Transit trains along the Northeast Corridor Line.
Two smaller commercial airports, Atlantic City International Airport and rapidly growing Trenton-Mercer Airport, also operate in other parts of the state. Teterboro Airport in Bergen County and Millville Municipal Airport in Cumberland County are general aviation airports popular with private and corporate aircraft due to their proximity to New York City and the Jersey Shore, respectively.
=== Rail and bus ===
NJ Transit operates extensive rail and bus service throughout the state. A state-run corporation, it began with the consolidation of several private bus companies in North Jersey in 1979. In the early 1980s, it acquired Conrail's commuter train operations that connected suburban towns to New York City. NJ Transit has eleven commuter rail lines that run through different parts of the state. Most of the lines end at either Penn Station in New York City or Hoboken Terminal in Hoboken, although some lines serve service to both terminal stations. One line provides service between Atlantic City and Philadelphia.
NJ Transit also operates three light rail systems in the state. The Hudson-Bergen Light Rail connects Bayonne to North Bergen, through Hoboken and Jersey City. The Newark Light Rail is partially underground, and connects downtown Newark with other parts of the city and its suburbs, Belleville and Bloomfield. The River Line connects Trenton, and Camden.
The PATH is a rapid transit system consisting of four lines operated by the Port Authority of New York and New Jersey. It links Hoboken, Jersey City, Harrison, and Newark with New York City. The PATCO Speedline is a rapid transit system that links Camden County to Philadelphia. Both the PATCO and the PATH are two of only five rapid transit systems in the United States to operate 24 hours a day.
Amtrak operates numerous long-distance passenger trains in New Jersey, both to and from neighboring states and around the country. In addition to the Newark Airport connection, other major Amtrak railway stations include Trenton Transit Center, Metropark, and the historic Newark Penn Station.
The Southeastern Pennsylvania Transportation Authority, or SEPTA, has two commuter rail lines that operate into New Jersey. The Trenton Line terminates at the Trenton Transit Center, and the West Trenton Line terminates at the West Trenton Rail Station in Ewing.
AirTrain Newark is a monorail connecting the Amtrak/NJ Transit station on the Northeast Corridor to the airport's terminals and parking lots.
Some private bus carriers still remain in New Jersey. Most of these carriers operate with state funding to offset losses and state owned buses are provided to these carriers, of which Coach USA companies make up the bulk. Other carriers include private charter and tour bus operators that take gamblers from other parts of New Jersey, New York City, Philadelphia, and Delaware to the casino resorts of Atlantic City.
=== Ferries ===
New York Waterway has ferry terminals at Belford, Jersey City, Hoboken, Weehawken, and Edgewater, with service to different parts of Manhattan. Liberty Water Taxi in Jersey City has ferries from Paulus Hook and Liberty State Park to Battery Park City in Manhattan. Statue Cruises offers service from Liberty State Park to the Statue of Liberty National Monument, including Ellis Island. SeaStreak offers services from the Raritan Bayshore to Manhattan, Martha's Vineyard, and Nantucket.
The Delaware River and Bay Authority operates the Cape May–Lewes Ferry on Delaware Bay, carrying both passengers and vehicles between New Jersey and Delaware as part of US 9. The agency also operates the Forts Ferry Crossing for passengers across the Delaware River. The Delaware River Port Authority operates the RiverLink Ferry between the Camden waterfront and Penn's Landing in Philadelphia.
== Culture ==
=== General ===
New Jersey has continued to play a prominent role as a U.S. cultural nexus. Like every state, New Jersey has its own cuisine, religious communities, museums, and halls of fame.
New Jersey is the birthplace of many modern inventions, including FM radio, the motion picture camera, the lithium battery, the light bulb, transistors, and the electric train. Other New Jersey creations include: the drive-in movie, the cultivated blueberry, cranberry sauce, the postcard, the boardwalk, the zipper, the phonograph, saltwater taffy, the dirigible, the seedless watermelon, the first use of a submarine in warfare, and the ice cream cone.Diners are iconic to New Jersey. The state is home to many diner manufacturers and has over 600 diners, more than any other place in the world.New Jersey is the only state without a state song. I'm From New Jersey is incorrectly listed on many websites as being the New Jersey state song, but it was not even a contender when the New Jersey Arts Council submitted their suggestions to the New Jersey Legislature in 1996.New Jersey is frequently the target of jokes in American culture, especially from New York City-based television shows, such as Saturday Night Live. Academic Michael Aaron Rockland attributes this to New Yorkers' view that New Jersey is the beginning of Middle America. The New Jersey Turnpike, which runs between two major East Coast cities, New York City and Philadelphia, is also cited as a reason, as people who traverse through the state may only see its industrial zones. Reality television shows like Jersey Shore and The Real Housewives of New Jersey have reinforced stereotypical views of New Jersey culture, but Rockland cited The Sopranos and the music of Bruce Springsteen as exporting a more positive image.
=== Cuisine ===
New Jersey is known for several foods developed within the region, including Taylor Ham (also known as pork roll), sloppy joe sandwiches, tomato pies, salt water taffy, and Texas wieners. New York City cuisine has an influence on North Jersey's cuisine, and in Philadelphia cuisine influences South Jersey.
New Jersey third-largest industry is food and agriculture just behind pharmaceuticals and tourism. New Jersey is one of the top 10 producers of blueberries, cranberries, peaches, tomatoes, bell peppers, eggplant, cucumbers, apples, spinach, squash, and asparagus in the United States. Many restaurants in the state get locally grown ingredients because of this.Campbell's Soup Company has been headquartered in Camden since 1869. Goya Foods, the largest Hispanic-owned food company in the United States, operates a corporate headquarters in Jersey City. Mars Wrigley Confectionery's US headquarters is based in Hackettstown and Newark since 2007.Several states with substantial Italian American populations take credit for the development of submarine sandwiches, including New Jersey.
=== Music ===
New Jersey has long been an important origin for both rock and rap music. Prominent musicians from or with significant connections to New Jersey include:
Singer Frank Sinatra was born in Hoboken. He sang with a neighborhood vocal group, the Hoboken Four, and appeared in neighborhood theater amateur shows before he became an Academy Award-winning actor.
Bruce Springsteen, who has sung of New Jersey life on most of his albums, is from Freehold. Some of his songs that represent New Jersey life are "Born to Run", "Spirit in the Night", "Rosalita (Come Out Tonight)", "Thunder Road", "Atlantic City", and "Jungleland".
Irvington's Queen Latifah was one of the first female rappers to succeed in music, film, and television.
Southside Johnny, eponymous leader of Southside Johnny and the Asbury Jukes was raised in Ocean Grove. He is considered the "Grandfather of the New Jersey Sound" and is cited by Jersey-born Jon Bon Jovi as his reason for singing.
Jon Bon Jovi, from Sayreville, reached fame in the 1980s with hard rock outfit Bon Jovi. The band has also written many songs about life in New Jersey, including "Livin' On A Prayer", and named one of their albums after the state.
In 1964, the Isley Brothers founded the record label T-Neck Records, named after Teaneck, their home at the time.
The Broadway musical Jersey Boys is based on the lives of the members of the Four Seasons, three of whose members were born in New Jersey (Tommy DeVito, Frankie Valli, and Nick Massi) while a fourth, Bob Gaudio, was born out of state but raised in Bergenfield.
== Sports ==
New Jersey currently has six teams from major professional sports leagues playing in the state, although one Major League Soccer team and two National Football League teams identify themselves as being from the New York metropolitan area.
=== Professional sports ===
The National Hockey League's New Jersey Devils, based in Newark at the Prudential Center, is the only major league sports franchise to bear the state's name. Founded in 1974 in Kansas City, Missouri, as the Kansas City Scouts, the team played in Denver, Colorado, as the Colorado Rockies from 1976 until the spring of 1982 when naval architect, businessman, and Jersey City native John J. McMullen purchased, renamed, and moved the franchise to Brendan Byrne Arena in East Rutherford's Meadowlands Sports Complex. While the team was poor to mediocre in Kansas City, Denver, and its first years in New Jersey, qualifying for the playoffs once in the 13 seasons from 1974 to 1987, the Devils ultimately established themselves in late 1980s and early 1990s during the tenure of Hall of Fame president and general manager Lou Lamoriello. As of 2023, the Devils have appeared in 23 postseasons in 40 seasons in New Jersey, reaching five Stanley Cup Finals (most recently in 2012) and winning it in 1995, 2000, and 2003. The organization is the youngest of the nine “Big Four” major league teams based in New York metropolitan area, ultimately establishing its core following throughout the northern and central portions of the state and carving a place in a media market once dominated by the New York Rangers and Islanders which has the distinction of being the only metropolitan area in the country with three major league professional sports teams participating in the same sport.
In 2018, the Philadelphia Flyers renovated and expanded their training facility, the Virtua Center Flyers Skate Zone, in Voorhees Township in the southern portion of the state.The New York metropolitan area’s two National Football League teams, the New York Giants and the New York Jets, play at MetLife Stadium in East Rutherford's Meadowlands Sports Complex. Built for about $1.6 billion, the venue is the most expensive stadium ever built. On February 2, 2014, MetLife Stadium hosted Super Bowl XLVIII.
The New York Red Bulls of Major League Soccer play in Red Bull Arena, a soccer-specific stadium in Harrison across the Passaic River from downtown Newark. On July 27, 2011, Red Bull Arena hosted the 2011 MLS All-Star Game. New Jersey hosted matches during the 1994 FIFA World Cup at Giants Stadium and will be one of 16 cities to host matches during the 2026 FIFA World Cup, at MetLife Stadium.From 1977 to 2012, New Jersey had a National Basketball Association team, the New Jersey Nets. WNBA's New York Liberty played in New Jersey from 2011 to 2013 while their primary home arena, Madison Square Garden was undergoing renovations. In 2016, the Philadelphia 76ers of the NBA opened their new headquarters and training facility, the Philadelphia 76ers Training Complex, in Camden.The Meadowlands Sports Complex is home to the Meadowlands Racetrack, one of three major harness racing tracks in the state. The Meadowlands Racetrack and Freehold Raceway in Freehold are two of the major harness racing tracks in North America. Monmouth Park Racetrack in Oceanport is a popular spot for thoroughbred racing in New Jersey and the northeast. It hosted the Breeders' Cup in 2007, and its turf course was renovated in preparation.
=== Major league sports ===
=== Minor league sports ===
=== College sports ===
==== Major schools ====
New Jerseyans' collegiate allegiances are predominantly split among the three major NCAA Division I programs in the state: the Rutgers University (New Jersey's flagship state university) Scarlet Knights, members of the Big Ten Conference; the Seton Hall University (the state's largest Catholic university) Pirates, members of the Big East Conference; and the Princeton University (the state's Ivy League university) Tigers.
The intense rivalry between Rutgers and Princeton athletics began with the first intercollegiate football game in 1869. The schools have not met on the football field since 1980, but they continue to play each other annually in all other sports offered by the two universities.
Rutgers, which fields 24 teams in various sports, is nationally known for its football program, with a 6–4 all-time bowl record; and its women's basketball programs, which appeared in a National Final in 2007. In 2008 and 2009, Rutgers expanded their football home, Rutgers Stadium, now called SHI Stadium, on the Busch Campus. The basketball teams play at the Rutgers Athletic Center on Livingston Campus. Both venues and campuses are in Piscataway, across the Raritan River from New Brunswick. The university also fields men's basketball and baseball programs. Rutgers' fans live mostly in the western parts of the state and Middlesex County; its alumni base is the largest in the state.
Rutgers' satellite campuses in Camden and Newark each field their own athletic programs—the Rutgers–Camden Scarlet Raptors and the Rutgers–Newark Scarlet Raiders—which both compete in NCAA Division III.
Seton Hall fields no football team, but its men's basketball team is one of the Big East's storied programs. No New Jersey team has won more games in the NCAA Division I men's basketball tournament, and it is the state's only men's basketball program to reach a modern National Final. The Pirates play their home games at Prudential Center in downtown Newark, about 4 miles (6 km) from the university's South Orange campus. Their fans hail largely from the predominantly Roman Catholic areas of the northern part of the state and the Jersey Shore. The annual inter-conference rivalry game between Seton Hall and Rutgers, whose venue alternates between Newark and Piscataway, the Garden State Hardwood Classic, is planned through 2026.
==== Other schools ====
The state's other Division I schools include the Monmouth University Hawks (West Long Branch), the New Jersey Institute of Technology (NJIT) Highlanders (Newark), the Rider University Broncs (Lawrenceville), and the Saint Peter's University Peacocks and Peahens (Jersey City).
Fairleigh Dickinson University competes in both Division I and Division III. It has two campuses, each with its own sports teams. The teams at the Metropolitan Campus are known as the FDU Knights, and compete in the Northeast Conference and NCAA Division I. The college at Florham (FDU-Florham) teams are known as the FDU-Florham Devils and compete in the Middle Atlantic Conferences' Freedom Conference and NCAA Division III.
Among the various Division III schools in the state, the Stevens Institute of Technology Ducks have fielded the longest continuously running collegiate men's lacrosse program in the country. 2009 marked the 125th season.
=== High school ===
New Jersey high schools are divided into divisions under the New Jersey State Interscholastic Athletic Association (NJSIAA).'
== Stadiums and arenas ==
=== Other notable sports venues ===
Old Bridge Township Raceway Park
Trenton Speedway
Atlantic City Race Course
Freehold Raceway
Garden State Park Racetrack
Monmouth Park Racetrack
Meadowlands Sports Complex
Meadowlands Arena
Meadowlands Racetrack
Meadowlands Grand Prix
== Government and politics ==
=== Executive ===
The position of Governor of New Jersey is one of the most powerful in the nation. The governor is elected on a ticket with their lieutenant governor as the only statewide elected executive officials in the state; the governor appoints the entire executive cabinet and judges of the Supreme and Superior Courts. Phil Murphy (D) is the governor. The governor's mansion is Drumthwacket, located in Princeton.
Before 2010, New Jersey was one of the few states without a lieutenant governor. Republican Kim Guadagno was elected the first lieutenant governor of New Jersey on the Republican ticket with Governor Chris Christie and took office on January 19, 2010. The position was created as the result of a Constitutional amendment to the New Jersey State Constitution passed by the voters in 2005. Previously a gubernatorial vacancy would be filled by the president of the New Jersey State Senate as acting governor, thus directing half of the legislative and all of the executive process.
=== Legislative ===
The current version of the New Jersey State Constitution was adopted in 1947. It provides for a bicameral New Jersey Legislature, consisting of an upper house Senate of 40 members and a lower house General Assembly of 80 members. Each of the 40 legislative districts elects one state senator and two Assembly members. Assembly members are elected for a two-year term in all odd-numbered years; state senators are elected in years ending in 1, 3, and 7 and thus serve either four- or two-year terms.
New Jersey is one of only five states that elects its state officials in odd-numbered years (the others are Kentucky, Louisiana, Mississippi, and Virginia). New Jersey holds elections for these offices every four years, in the year following each federal Presidential election year.
=== Judicial ===
The New Jersey Supreme Court consists of a chief justice and six associate justices. All are appointed by the governor with the advice and consent of a majority of the membership of the state senate. Justices serve an initial seven-year term, after which they can be reappointed to serve until age 70.
Most of the day-to-day work in the New Jersey courts is carried out in the Municipal Court, where simple traffic tickets, minor criminal offenses, and small civil matters are heard.
More serious criminal and civil cases are handled by the Superior Court for each county. All Superior Court judges are appointed by the governor with the advice and consent of a majority of the membership of the state senate. Each judge serves an initial seven-year term and can be reappointed to serve until age 70. New Jersey's judiciary is unusual in that it still has separate courts of law and equity, like its neighbor Delaware but unlike most other U.S. states. The New Jersey Superior Court is divided into Law and Chancery Divisions at the trial level; the Law Division hears both criminal cases and civil lawsuits where the plaintiff's primary remedy is damages, while the Chancery Division hears family cases, civil suits where the plaintiff's primary remedy is equitable relief, and probate trials.
The Superior Court also has an Appellate Division, which functions as the state's intermediate appellate court. Superior Court judges are assigned to the Appellate Division by the Chief Justice.
There is also a Tax Court, which is a court of limited jurisdiction. Tax Court judges hear appeals of tax decisions made by County Boards of Taxation. They also hear appeals on decisions made by the director of the Division of Taxation on such matters as state income, sales and business taxes, and homestead rebates. Appeals from Tax Court decisions are heard in the Appellate Division of Superior Court. Tax Court judges are appointed by the governor for initial terms of seven years, and upon reappointment are granted tenure until they reach the mandatory retirement age of 70. There are 12 Tax Court judgeships.
=== Counties ===
New Jersey is divided into 21 counties; 13 date from the colonial era. New Jersey was completely divided into counties by 1692; the present counties were created by dividing the existing ones; most recently Union County in 1857. New Jersey was formerly the only state in the nation where elected county officials were called "freeholders". Elected county officials are now called county commissioners as of bill S855 signed by Governor Murphy on August 8, 2020. The county commissioners govern each county as part of its own Board of Chosen County Commissioners The number of county commissioners in each county is determined by referendum, and must consist of three, five, seven or nine members.
Depending on the county, the executive and legislative functions may be performed by the Board of County Commissioners or split into separate branches of government. In 16 counties, the County Commissioners perform both legislative and executive functions on a commission basis, with each commissioner assigned responsibility for a department or group of departments. In the other five counties (Atlantic, Bergen, Essex, Hudson and Mercer), there is a directly elected County Executive who performs the executive functions while the commissioners retain a legislative and oversight role. In counties without an Executive, a County Administrator (or County Manager) may be hired to perform day-to-day administration of county functions.
=== Municipalities ===
New Jersey currently has 564 municipalities; the most recent dissolution of a municipality was when Pine Valley merged into Pine Hill on January 1, 2022. Unlike other states, all New Jersey land is part of a municipality. In 2008, Governor Jon Corzine proposed cutting state aid to all towns under 10,000 people, to encourage mergers to reduce administrative costs. In May 2009, the Local Unit Alignment Reorganization and Consolidation Commission began a study of about 40 small communities in South Jersey to decide which ones might be good candidates for consolidation.
==== Forms of municipal government ====
Starting in the 20th century, largely driven by reform-minded goals, a series of six modern forms of government was implemented. This began with the Walsh Act, enacted in 1911 by the New Jersey Legislature, which provided for a three- or five-member commission elected on a non-partisan basis. This was followed by the 1923 Municipal Manager Law, which offered a non-partisan council, provided for a weak mayor elected by and from the members of the council, and introduced a Council-manager government structure with an appointed manager responsible for the day-to-day administration of municipal affairs.
The Faulkner Act, originally enacted in 1950 and substantially amended in 1981, offers four basic plans: Mayor-Council, Council-Manager, Small Municipality, and Mayor-Council-Administrator. The act provides many choices for communities with a preference for a strong executive and professional management of municipal affairs and offers great flexibility in allowing municipalities to select the characteristics of its government: the number of seats on the council; seats selected at-large, by wards, or through a combination of both; staggered or concurrent terms of office; and a mayor chosen by the council or elected directly by voters. Most large municipalities and a majority of New Jersey's residents are governed by municipalities with Faulkner Act charters. Municipalities can also formulate their own unique form of government and operate under a Special Charter with the approval of the New Jersey Legislature.While municipalities retain their names derived from types of government, they may have changed to one of the modern forms of government, or further in the past to one of the other traditional forms, leading to municipalities with formal names quite baffling to the general public. For example, though there are four municipalities that are officially of the village type, none use the village form of government. Loch Arbour and Ridgefield Park (now with a Walsh Act form), Ridgewood (now with a Faulkner Act Council-Manager charter) and South Orange (now operates under a Special Charter) all migrated to other non-village forms.
=== Politics ===
==== Social attitudes and issues ====
Socially, New Jersey is considered one of the more liberal states in the nation. Polls indicate that 60% of the population are self-described as pro-choice, although a majority are opposed to late trimester and intact dilation and extraction and public funding of abortion. In a 2009 Quinnipiac University Polling Institute poll, a plurality supported same-sex marriage 49% to 43% opposed. On October 18, 2013, the New Jersey Supreme Court rendered a provisional, unanimous (7–0) order authorizing same-sex marriage in the state, pending a legal appeal by Governor Chris Christie, who then withdrew this appeal hours after the inaugural same-sex marriages took place on October 21, 2013.New Jersey also has some of the most stringent gun control laws in the U.S. These include bans on "assault firearms", hollow-nose bullets and slingshots. No gun offense in New Jersey is graded less than a felony. BB guns and black-powder guns are all treated as modern firearms. New Jersey does not recognize out-of-state gun licenses and aggressively enforces its own gun laws.
==== Elections ====
New Jersey is a Democratic stronghold. New Jersey Democrats have majority control of both houses of the New Jersey Legislature (Senate, 24–16, and Assembly, 46-34), 9–3 split of the state's twelve seats in the U.S. House of Representatives, and both U.S. Senate seats. There have been recent Republican governors, however: Christine Todd Whitman won election in 1993 and 1997 and Chris Christie in 2009 and 2013.
In federal elections, the state leans heavily towards the Democratic Party, having last voted for a Republican for president in 1988. New Jersey was a crucial swing state in the elections of 1960, 1968, and 1992. The last elected Republican to hold a Senate seat from New Jersey was Clifford P. Case in 1979. Newark Mayor Cory Booker was elected in October 2013 to join Robert Menendez to make New Jersey the first state with concurrently serving black and Latino U.S. senators.The state's Democratic strongholds include Camden County, Essex County (the state's most Democratic county—it includes Newark, the state's largest city), Hudson County (the second-strongest Democratic county, including Jersey City, the state's second-largest city); Mercer County (especially around Trenton and Princeton), Middlesex County, and Union County (including Elizabeth, the state's fourth-largest city). Other suburban counties, especially Bergen County and Burlington County, had the majority of votes go to the Democratic Party.
The northwestern and southeastern counties of the state are reliably Republican: Republicans have support along the coast in Ocean County and Cape May County as well as in the mountainous northwestern part of the state, especially in Hunterdon County, Sussex County, and Warren County.
To be eligible to vote in a U.S. election, all New Jerseyans are required to start their residency in the state 30 days prior to an election and register 21 days prior to election day.
==== Capital punishment ====
On December 17, 2007, Governor Jon Corzine signed into law a bill that would eliminate the death penalty in New Jersey. New Jersey was the first state to pass such legislation since Iowa and West Virginia eliminated executions in 1965. Corzine also signed a bill that would downgrade the Death Row prisoners' sentences from "Death" to "Life in Prison with No Parole".
== Points of interest ==
=== Boardwalks ===
New Jersey is home to the world's highest concentration of boardwalks. Many communities along the Jersey Shore having a boardwalk with various attractions, entertainment, shopping, dining, arcades, water parks, and amusement parks. The Atlantic City boardwalk, opened in 1870, as the world's first boardwalk. At 5+1⁄2 miles (8.9 km) long, it is also the world's longest and busiest boardwalk.
=== Museums ===
=== National Park Service areas ===
Appalachian National Scenic Trail
Crossroads of the American Revolution
Delaware Water Gap National Recreation Area
Gateway National Recreation Area
Great Egg Harbor National Scenic and Recreational River
Morristown National Historical Park
New Jersey Pinelands National Reserve
Patterson Great Falls National Historical Park
Statue of Liberty National Monument (with Ellis Island)
Thomas Edison National Historical Park
Washington-Rochambeau Revolutionary Route
=== Entertainment and concert venues ===
Visitors and residents take advantage of and contribute to performances at the numerous music, theater, and dance companies and venues located throughout the state, including:
=== Theme parks ===
== See also ==
Index of New Jersey-related articles
List of people from New Jersey
Outline of New Jersey
COVID-19 pandemic in New Jersey
== Notes ==
== References ==
== External links ==
=== State government ===
Official New Jersey state web site
New Jersey travel and tourism information from the New Jersey Department of State, Division of Travel and Tourism
New Jersey State Databases—annotated list of searchable databases produced by New Jersey state agencies and compiled by the Government Documents Roundtable of the American Library Association
Descriptions of NJ forms of government (township, borough, etc.) from State League of Municipalities
=== U.S. government ===
Energy Data & Statistics for New Jersey
USGS real-time, geographic, and other scientific resources of New Jersey
US Census Bureau
USDA New Jersey State Facts
=== Other ===
New Jersey at Curlie
The New Jersey Digital Highway, the statewide cultural heritage portal to digital collections from the state's archives, libraries and museums Archived February 13, 2021, at the Wayback Machine
Geographic data related to New Jersey at OpenStreetMap
New Jersey: State Resource Guide, from the Library of Congress
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Illinois
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Illinois ( IL-in-OY) is a state in the Midwestern United States. The Great Lakes are to its northeast and the Mississippi River to its west. Its largest metropolitan areas are Chicago and the Metro East region of Greater St. Louis. Other metropolitan areas include Peoria and Rockford, as well as Springfield, its capital, and Champaign-Urbana, home to the main campus of the state's flagship university. Of the fifty U.S. states, Illinois has the fifth-largest gross domestic product (GDP), the sixth-largest population, and the 25th-largest land area.
Illinois has a highly diverse economy, with the global city of Chicago in the northeast, major industrial and agricultural hubs in the north and center, and natural resources such as coal, timber, and petroleum in the south. Owing to its central location and favorable geography, the state is a major transportation hub: the Port of Chicago has access to the Atlantic Ocean through the Great Lakes and Saint Lawrence Seaway and to the Gulf of Mexico from the Mississippi River via the Illinois Waterway. Additionally, the Mississippi, Ohio, and Wabash rivers form parts of the state's boundaries. Chicago's O'Hare International Airport has been among the world's ten busiest airports for decades. Illinois has long been considered a microcosm of the United States and a bellwether in American culture, exemplified by the phrase Will it play in Peoria?.What is now Illinois was inhabited for thousands of years by various indigenous cultures, including the advanced civilization centered in the Cahokia region. The French were the first Europeans to arrive, settling near the Mississippi River in the 17th century in the region they called Illinois Country, as part of the sprawling colony of New France. Following U.S. independence in 1783, American settlers began arriving from Kentucky via the Ohio River, and the population grew from south to north. Illinois was part of the United States' oldest territory, the Northwest Territory, and in 1818 it achieved statehood. The Erie Canal brought increased commercial activity in the Great Lakes, and the small settlement of Chicago became one of the fastest growing cities in the world, benefiting from its location as one of the few natural harbors in southwestern Lake Michigan. The invention of the self-scouring steel plow by Illinoisan John Deere turned the state's rich prairie into some of the world's most productive and valuable farmland, attracting immigrant farmers from Germany and Sweden. In the mid-19th century, the Illinois and Michigan Canal and a sprawling railroad network greatly facilitated trade, commerce, and settlement, making the state a transportation hub for the nation.By 1900, the growth of industrial jobs in the northern cities and coal mining in the central and southern areas attracted immigrants from Eastern and Southern Europe. Illinois became one of America's most industrialized states and remains a major manufacturing center. The Great Migration from the South established a large community of African Americans, particularly in Chicago, who founded the city's famous jazz and blues cultures. Chicago became a leading cultural, economic, and population center and is today one of the world's major commercial centers; its metropolitan area, informally referred to as Chicagoland, holds about 65% of the state's 12.8 million residents.
Two World Heritage Sites are in Illinois; Cahokia Mounds, and part of the Wright architecture site. Major centers of learning include the University of Chicago, University of Illinois, and Northwestern University. A wide variety of protected areas seek to conserve Illinois' natural and cultural resources. Historically, three U.S. presidents have been elected while residents of Illinois: Abraham Lincoln, Ulysses S. Grant, and Barack Obama; additionally, Ronald Reagan was born and raised in the state. Today, Illinois honors Lincoln with its official state slogan Land of Lincoln, which has been displayed on its license plates since 1954. The state is the site of the Abraham Lincoln Presidential Library and Museum in Springfield and the future home of the Barack Obama Presidential Center in Chicago.
== Etymology ==
"Illinois" is the modern spelling for the early French Catholic missionaries and explorers' name for the Illinois Native Americans, a name that was spelled in many different ways in the early records.American scholars previously thought the name Illinois meant 'man' or 'men' in the Miami-Illinois language, with the original iliniwek transformed via French into Illinois. This etymology is not supported by the Illinois language, as the word for "man" is ireniwa, and plural of "man" is ireniwaki. The name Illiniwek has also been said to mean 'tribe of superior men', which is a false etymology. The name Illinois derives from the Miami-Illinois verb irenwe·wa 'he speaks the regular way'. This was taken into the Ojibwe language, perhaps in the Ottawa dialect, and modified into ilinwe· (pluralized as ilinwe·k). The French borrowed these forms, spelling the /we/ ending as -ois, a transliteration of that sound in the French of that time. The current spelling form, Illinois, began to appear in the early 1670s, when French colonists had settled in the western area. The Illinois's name for themselves, as attested in all three of the French missionary-period dictionaries of Illinois, was Inoka, of unknown meaning and unrelated to the other terms.
== History ==
=== Pre-European ===
American Indians of successive cultures lived along the waterways of the Illinois area for thousands of years before the arrival of Europeans. The Koster Site has been excavated and demonstrates 7,000 years of continuous habitation. Cahokia, the largest regional chiefdom and Urban Center of the Pre-Columbian Mississippian culture, was located near present-day Collinsville, Illinois. They built an urban complex of more than 100 platform and burial mounds, a 50-acre (20 ha) plaza larger than 35 football fields, and a woodhenge of sacred cedar, all in a planned design expressing the culture's cosmology. Monks Mound, the center of the site, is the largest Pre-Columbian structure north of the Valley of Mexico. It is 100 ft (30 m) high, 951 ft (290 m) long, 836 ft (255 m) wide, and covers 13.8 acres (5.6 ha). It contains about 814,000 cu yd (622,000 m3) of earth. It was topped by a structure thought to have measured about 105 ft (32 m) in length and 48 ft (15 m) in width, covered an area 5,000 sq ft (460 m2), and been as much as 50 ft (15 m) high, making its peak 150 ft (46 m) above the level of the plaza. The finely crafted ornaments and tools recovered by archaeologists at Cahokia include elaborate ceramics, finely sculptured stonework, carefully embossed and engraved copper and mica sheets, and one funeral blanket for an important chief fashioned from 20,000 shell beads. These artifacts indicate that Cahokia was truly an urban center, with clustered housing, markets, and specialists in toolmaking, hide dressing, potting, jewelry making, shell engraving, weaving and salt making.The civilization vanished in the 15th century for unknown reasons, but historians and archeologists have speculated that the people depleted the area of resources. Many indigenous tribes engaged in constant warfare. According to Suzanne Austin Alchon, "At one site in the central Illinois River valley, one third of all adults died as a result of violent injuries." The next major power in the region was the Illinois Confederation or Illini, a political alliance. As the Illini declined during the Beaver Wars era, members of the Algonquian-speaking Potawatomi, Miami, Sauk, and other tribes including the Fox (Meskwaki), Iowa, Kickapoo, Mascouten, Piankeshaw, Shawnee, Wea, and Winnebago (Ho-Chunk) came into the area from the east and north around the Great Lakes.
=== European exploration and settlement prior to 1800 ===
French explorers Jacques Marquette and Louis Jolliet explored the Illinois River in 1673. Marquette soon after founded a mission at the Grand Village of the Illinois in Illinois Country. In 1680, French explorers under René-Robert Cavelier, Sieur de La Salle and Henri de Tonti constructed a fort at the site of present-day Peoria, and in 1682, a fort atop Starved Rock in today's Starved Rock State Park. French Empire Canadiens came south to settle particularly along the Mississippi River, and Illinois was part of first New France, and then of La Louisiane until 1763, when it passed to the British with their defeat of France in the Seven Years' War. The small French settlements continued, although many French migrated west to Ste. Genevieve and St. Louis, Missouri, to evade British rule.A few British soldiers were posted in Illinois, but few British or American settlers moved there, as the Crown made it part of the territory reserved for Indians west of the Appalachians, and then part of the British Province of Quebec. In 1778, George Rogers Clark claimed Illinois County for Virginia. In a compromise, Virginia (and other states that made various claims) ceded the area to the new United States in the 1780s and it became part of the Northwest Territory, administered by the federal government and later organized as states.
=== 19th century ===
==== Prior to statehood ====
The Illinois-Wabash Company was an early claimant to much of Illinois. The Illinois Territory was created on February 3, 1809, with its capital at Kaskaskia, an early French settlement.
During the discussions leading up to Illinois's admission to the Union, the proposed northern boundary of the state was moved twice. The original provisions of the Northwest Ordinance had specified a boundary that would have been tangent to the southern tip of Lake Michigan. Such a boundary would have left Illinois with no shoreline on Lake Michigan at all. However, as Indiana had successfully been granted a 10 mi (16 km) northern extension of its boundary to provide it with a usable lakefront, the original bill for Illinois statehood, submitted to Congress on January 23, 1818, stipulated a northern border at the same latitude as Indiana's, which is defined as 10 miles north of the southernmost extremity of Lake Michigan. However, the Illinois delegate, Nathaniel Pope, wanted more, and lobbied to have the boundary moved further north. The final bill passed by Congress included an amendment to shift the border to 42° 30' north, which is approximately 51 mi (82 km) north of the Indiana northern border. This shift added 8,500 sq mi (22,000 km2) to the state, including the lead mining region near Galena. More importantly, it added nearly 50 miles of Lake Michigan shoreline and the Chicago River. Pope and others envisioned a canal that would connect the Chicago and Illinois rivers and thus connect the Great Lakes to the Mississippi.
==== The State of Illinois prior to the Civil War ====
In 1818, Illinois became the 21st U.S. state. The capital remained at Kaskaskia, headquartered in a small building rented by the state. In 1819, Vandalia became the capital, and over the next 18 years, three separate buildings were built to serve successively as the capitol building. In 1837, the state legislators representing Sangamon County, under the leadership of state representative Abraham Lincoln, succeeded in having the capital moved to Springfield, where a fifth capitol building was constructed. A sixth capitol building was erected in 1867, which continues to serve as the Illinois capitol today.
Though it was ostensibly a "free state", there was nonetheless slavery in Illinois. The ethnic French had owned black slaves since the 1720s, and American settlers had already brought slaves into the area from Kentucky. Slavery was nominally banned by the Northwest Ordinance, but that was not enforced for those already holding slaves. When Illinois became a state in 1818, the Ordinance no longer applied, and about 900 slaves were held in the state. As the southern part of the state, later known as "Egypt" or "Little Egypt", was largely settled by migrants from the South, the section was hostile to free blacks. Settlers were allowed to bring slaves with them for labor, but, in 1822, state residents voted against making slavery legal. Still, most residents opposed allowing free blacks as permanent residents. Some settlers brought in slaves seasonally or as house servants. The Illinois Constitution of 1848 was written with a provision for exclusionary laws to be passed. In 1853, John A. Logan helped pass a law to prohibit all African Americans, including freedmen, from settling in the state.The winter of 1830–1831 is called the "Winter of the Deep Snow"; a sudden, deep snowfall blanketed the state, making travel impossible for the rest of the winter, and many travelers perished. Several severe winters followed, including the "Winter of the Sudden Freeze". On December 20, 1836, a fast-moving cold front passed through, freezing puddles in minutes and killing many travelers who could not reach shelter. The adverse weather resulted in crop failures in the northern part of the state. The southern part of the state shipped food north, and this may have contributed to its name, "Little Egypt", after the Biblical story of Joseph in Egypt supplying grain to his brothers.In 1832, the Black Hawk War was fought in Illinois and present-day Wisconsin between the United States and the Sauk, Fox (Meskwaki), and Kickapoo Indian tribes. It represents the end of Indian resistance to white settlement in the Chicago region. The Indians had been forced to leave their homes and move to Iowa in 1831; when they attempted to return, they were attacked and eventually defeated by U.S. militia. The survivors were forced back to Iowa.By 1839, the Latter Day Saints had founded a utopian city called Nauvoo, formerly called Commerce. Located in Hancock County along the Mississippi River, Nauvoo flourished and, by 1844, briefly surpassed Chicago for the position of the state's largest city. But in that same year, the Latter Day Saint movement founder, Joseph Smith, was killed in the Carthage Jail, about 30 miles away from Nauvoo. Following a succession crisis, Brigham Young led most Latter Day Saints out of Illinois in a mass exodus to present-day Utah; after close to six years of rapid development, Nauvoo quickly declined afterward.
After it was established in 1833, Chicago gained prominence as a Great Lakes port, and then as an Illinois and Michigan Canal port after 1848, and as a rail hub soon afterward. By 1857, Chicago was Illinois's largest city. With the tremendous growth of mines and factories in the state in the 19th century, Illinois was the ground for the formation of labor unions in the United States.
In 1847, after lobbying by Dorothea L. Dix, Illinois became one of the first states to establish a system of state-supported treatment of mental illness and disabilities, replacing local almshouses. Dix came into this effort after having met J. O. King, a Jacksonville, Illinois businessman, who invited her to Illinois, where he had been working to build an asylum for the insane. With the lobbying expertise of Dix, plans for the Jacksonville State Hospital (now known as the Jacksonville Developmental Center) were signed into law on March 1, 1847.
==== Civil War and after ====
During the American Civil War, Illinois ranked fourth in soldiers who served (more than 250,000) in the Union Army, a figure surpassed by only New York, Pennsylvania, and Ohio. Beginning with President Abraham Lincoln's first call for troops and continuing throughout the war, Illinois mustered 150 infantry regiments, which were numbered from the 7th to the 156th regiments. Seventeen cavalry regiments were also gathered, as well as two light artillery regiments. The town of Cairo, at the southern tip of the state at the confluence of the Mississippi and Ohio Rivers, served as a strategically important supply base and training center for the Union army. For several months, both General Grant and Admiral Foote had headquarters in Cairo.
During the Civil War, and more so afterwards, Chicago's population skyrocketed, which increased its prominence. The Pullman Strike and Haymarket Riot, in particular, greatly influenced the development of the American labor movement. From Sunday, October 8, 1871, until Tuesday, October 10, 1871, the Great Chicago Fire burned in downtown Chicago, destroying four sq mi (10 km2).
=== 20th century ===
At the turn of the 20th century, Illinois had a population of nearly 5 million. Many people from other parts of the country were attracted to the state by employment caused by the expanding industrial base. Whites were 98% of the state's population. Bolstered by continued immigration from southern and eastern Europe, and by the African-American Great Migration from the South, Illinois grew and emerged as one of the most important states in the union. By the end of the century, the population had reached 12.4 million.
The Century of Progress World's fair was held at Chicago in 1933. Oil strikes in Marion County and Crawford County led to a boom in 1937, and by 1939, Illinois ranked fourth in U.S. oil production. Illinois manufactured 6.1 percent of total United States military armaments produced during World War II, ranking seventh among the 48 states. Chicago became an ocean port with the opening of the Saint Lawrence Seaway in 1959. The seaway and the Illinois Waterway connected Chicago to both the Mississippi River and the Atlantic Ocean. In 1960, Ray Kroc opened the first McDonald's franchise in Des Plaines (which still exists as a museum, with a working McDonald's across the street).
Illinois had a prominent role in the emergence of the nuclear age. In 1942, as part of the Manhattan Project, the University of Chicago conducted the first sustained nuclear chain reaction. In 1957, Argonne National Laboratory, near Chicago, activated the first experimental nuclear power generating system in the United States. By 1960, the first privately financed nuclear plant in the United States, Dresden 1, was dedicated near Morris. In 1967, Fermilab, a national nuclear research facility near Batavia, opened a particle accelerator, which was the world's largest for over 40 years. With eleven plants currently operating, Illinois leads all states in the amount of electricity generated from nuclear power.In 1961, Illinois became the first state in the nation to adopt the recommendation of the American Law Institute and pass a comprehensive criminal code revision that repealed the law against sodomy. The code also abrogated common law crimes and established an age of consent of 18. The state's fourth constitution was adopted in 1970, replacing the 1870 document.The first Farm Aid concert was held in Champaign to benefit American farmers, in 1985. The worst upper Mississippi River flood of the century, the Great Flood of 1993, inundated many towns and thousands of acres of farmland.
=== 21st century ===
Illinois entered the 21st century under Republican Governor George Ryan. Near the end of his term in January 2003, following a string of high-profile exonerations, Ryan commuted all death sentences in the state.The 2002 election brought Democrat Rod Blagojevich to the governor's mansion. It also brought future president Barack Obama into a committee leadership position in the Illinois Senate, where he drafted the Health Care Justice Act, a forerunner of Obamacare. Obama's election to the presidency in Blagojevich's second term set off a chain of events culminating in the Blagojevich's impeachment, trial, and subsequent criminal conviction and imprisonment, making Blagojevich the second consecutive Illinois governor to be convicted on federal corruption charges.Blagojevich's replacement Pat Quinn was defeated by Republican Bruce Rauner in the 2014 election. Disagreements between the governor and legislature over budgetary policy led to the Illinois Budget Impasse, a 793-day period stretching from 2015 to 2018 in which the state had no budget and struggled to pay its bills.On August 28, 2017, Rauner signed a bill into law that prohibited state and local police from arresting anyone solely due to their immigration status or due to federal detainers. Some fellow Republicans criticized Rauner for his action, claiming the bill made Illinois a sanctuary state.In the 2018 election, Rauner was replaced by J.B. Pritzker, returning the state government to a Democratic trifecta. In January 2020 the state legalized marijuana.On March 9, 2020, Pritzker issued a disaster proclamation due to the COVID-19 pandemic. He ended the state of emergency in May 2023.
== Geology ==
During the early part of the Paleozoic Era, the area that would one day become Illinois was submerged beneath a shallow sea and located near the Equator. Diverse marine life lived at this time, including trilobites, brachiopods, and crinoids. Changing environmental conditions led to the formation of large coal swamps in the Carboniferous.
Illinois was above sea level for at least part of the Mesozoic, but by its end was again submerged by the Western Interior Seaway. This receded by the Eocene Epoch.
During the Pleistocene Epoch, vast ice sheets covered much of Illinois, with only the Driftless Area remaining exposed. These glaciers carved the basin of Lake Michigan and left behind traces of ancient glacial lakes and moraines.
== Geography ==
Illinois is located in the Midwest region of the United States and is one of the eight states in the Great Lakes region of North America (which also includes Ontario, Canada).
=== Boundaries ===
Illinois's eastern border with Indiana consists of a north–south line at 87° 31′ 30″ west longitude in Lake Michigan at the north, to the Wabash River in the south above Post Vincennes. The Wabash River continues as the eastern/southeastern border with Indiana until the Wabash enters the Ohio River. This marks the beginning of Illinois's southern border with Kentucky, which runs along the northern shoreline of the Ohio River. Most of the western border with Missouri and Iowa is the Mississippi River; Kaskaskia is an exclave of Illinois, lying west of the Mississippi and reachable only from Missouri. The state's northern border with Wisconsin is fixed at 42° 30′ north latitude. The northeastern border of Illinois lies in Lake Michigan, within which Illinois shares a water boundary with the state of Michigan, as well as Wisconsin and Indiana.
=== Topography ===
Though Illinois lies entirely in the Interior Plains, it does have some minor variation in its elevation. In extreme northwestern Illinois, the Driftless Area, a region of unglaciated and therefore higher and more rugged topography, occupies a small part of the state. Southern Illinois includes the hilly areas around the Shawnee National Forest.
Charles Mound, located in the Driftless region, has the state's highest natural elevation above sea level at 1,235 ft (376 m). Other highlands include the Shawnee Hills in the south, and there is varying topography along its rivers; the Illinois River bisects the state northeast to southwest. The floodplain on the Mississippi River from Alton to the Kaskaskia River is known as the American Bottom.
=== Divisions ===
Illinois has three major geographical divisions. Northern Illinois is dominated by Chicago metropolitan area, or Chicagoland, which is the city of Chicago and its suburbs, and the adjoining exurban area into which the metropolis is expanding. As defined by the federal government, the Chicago metro area includes several counties in Illinois, Indiana, and Wisconsin, and has a population of over 9.8 million. Chicago itself is a cosmopolitan city, densely populated, industrialized, the transportation hub of the nation, and settled by a wide variety of ethnic groups. The city of Rockford, Illinois's third-largest city and center of the state's fourth largest metropolitan area, sits along Interstates 39 and 90 some 75 mi (121 km) northwest of Chicago. The Quad Cities region, located along the Mississippi River in northern Illinois, had a population of 381,342 in 2011.
The midsection of Illinois is the second major division, called Central Illinois. Historically prairie, it is now mainly agricultural and known as the Heart of Illinois. It is characterized by small towns and medium–small cities. The western section (west of the Illinois River) was originally part of the Military Tract of 1812 and forms the conspicuous western bulge of the state. Agriculture, particularly corn and soybeans, as well as educational institutions and manufacturing centers, figure prominently in Central Illinois. Cities include Peoria; Springfield, the state capital; Quincy; Decatur; Bloomington-Normal; and Champaign-Urbana.The third division is Southern Illinois, comprising the area south of U.S. Route 50, including Little Egypt, near the juncture of the Mississippi River and Ohio River. Southern Illinois is the site of the ancient city of Cahokia, as well as the site of the first state capital at Kaskaskia, which today is separated from the rest of the state by the Mississippi River. This region has a somewhat warmer winter climate, different variety of crops (including some cotton farming in the past), more rugged topography (due to the area remaining unglaciated during the Illinoian Stage, unlike most of the rest of the state), as well as small-scale oil deposits and coal mining. The Illinois suburbs of St. Louis, such as East St. Louis, are located in this region, and collectively, they are known as the Metro-East. The other somewhat significant concentration of population in Southern Illinois is the Carbondale-Marion-Herrin, Illinois Combined Statistical Area centered on Carbondale and Marion, a two-county area that is home to 123,272 residents. A portion of southeastern Illinois is part of the extended Evansville, Indiana, Metro Area, locally referred to as the Tri-State with Indiana and Kentucky. Seven Illinois counties are in the area.
In addition to these three, largely latitudinally defined divisions, all of the region outside the Chicago metropolitan area is often called "downstate" Illinois. This term is flexible, but is generally meant to mean everything outside the influence of the Chicago area. Thus, some cities in Northern Illinois, such as DeKalb, which is west of Chicago, and Rockford—which is actually north of Chicago—are sometimes incorrectly considered to be 'downstate'.
=== Climate ===
Illinois has a climate that varies widely throughout the year. Because of its nearly 400-mile distance between its northernmost and southernmost extremes, as well as its mid-continental situation, most of Illinois has a humid continental climate (Köppen climate classification Dfa), with hot, humid summers and cold winters. The southern part of the state, from about Carbondale southward, has a humid subtropical climate (Koppen Cfa), with more moderate winters. Average yearly precipitation for Illinois varies from just over 48 in (1,219 mm) at the southern tip to around 35 in (889 mm) in the northern portion of the state. Normal annual snowfall exceeds 38 in (965 mm) in the Chicago area, while the southern portion of the state normally receives less than 14 in (356 mm). The all-time high temperature was 117 °F (47 °C), recorded on July 14, 1954, at East St. Louis, and the all-time low temperature was −38 °F (−39 °C), recorded on January 31, 2019, during the January 2019 North American cold wave at a weather station near Mount Carroll, and confirmed on March 5, 2019. This followed the previous record of −36 °F (−38 °C) recorded on January 5, 1999, near Congerville. Prior to the Mount Carroll record, a temperature of −37 °F (−38 °C) was recorded on January 15, 2009, at Rochelle, but at a weather station not subjected to the same quality control as official records.Illinois averages approximately 51 days of thunderstorm activity a year, which ranks somewhat above average in the number of thunderstorm days for the United States. Illinois is vulnerable to tornadoes, with an average of 35 occurring annually, which puts much of the state at around five tornadoes per 10,000 sq mi (30,000 km2) annually. While tornadoes are no more powerful in Illinois than other states, some of Tornado Alley's deadliest tornadoes on record have occurred in the state. The Tri-State Tornado of 1925 killed 695 people in three states; 613 of the victims died in Illinois.
=== Urban areas ===
Chicago is the largest city in the state and the third-most populous city in the United States, with its 2020 population of 2,746,388. The U.S. Census Bureau currently lists seven other cities with populations of over 100,000 within Illinois. Based upon the U.S. Census Bureau's official 2010 population: Aurora, a Chicago satellite town that eclipsed Rockford for the title of second-most populous city in Illinois; its 2010 population was 197,899. Rockford, at 152,871, is the third-largest city in the state, and is the largest city in the state not located within the Chicago suburbs. Joliet, located in metropolitan Chicago, is the fourth-largest city in the state, with a population of 147,433. Naperville, a suburb of Chicago, is fifth with 141,853. Naperville and Aurora share a boundary along Illinois Route 59. Springfield, the state's capital, comes in as sixth-most populous with 117,352 residents. Peoria, which decades ago was the second-most populous city in the state, is seventh with 115,007. The eighth-largest and final city in the 100,000 club is Elgin, a northwest suburb of Chicago, with a 2010 population of 108,188.
The most populated city in the state south of Springfield is Belleville, with 44,478 people at the 2010 census. It is located in the Illinois portion of Greater St. Louis (often called the Metro-East area), which has a rapidly growing population of over 700,000.
Other major urban areas include the Champaign-Urbana Metropolitan Area, which has a combined population of almost 230,000 people, the Illinois portion of the Quad Cities area with about 215,000 people, and the Bloomington-Normal area with a combined population of over 165,000.
== Demographics ==
The United States Census Bureau found that the population of Illinois was 12,812,508 in the 2020 United States census, moving from the fifth-largest state to the sixth-largest state (losing out to Pennsylvania). Illinois' population slightly declined in 2020 from the 2010 United States census by just over 18,000 residents and the overall population was quite higher than recent census estimates.Illinois is the most populous state in the Midwest region. Chicago, the third-most populous city in the United States, is the center of the Chicago metropolitan area or Chicagoland, as this area is nicknamed. Although the Chicago metropolitan area comprises only 9% of the land area of the state, it contains 65% of the state's residents. The losses of population anticipated from the 2020 census results do not arise from the Chicago metro area; rather the declines are from the Downstate counties.According to HUD's 2022 Annual Homeless Assessment Report, there were an estimated 9,212 homeless people in Illinois.
=== 2022 American Community Survey ===
According to 2022 U.S. Census Bureau estimates, Illinois' population was 61.1% White, 13.4% Black or African American, 0.1% Native American or Alaskan Native, 6.0% Asian, 0.1% Pacific Islander, 7.9% Some Other Race, and 10.9% from two or more races. The white population continues to remain the largest racial category in Illinois. Hispanics are allocated amongst the various racial groups and primarily identify as Some Other Race (41.2%) or Multiracial (39.5%) with the remainder identifying as White (14.2%), Black (1.3%), American Indian and Alaskan Native (3.3), Asian (0.3%), and Hawaiian and Pacific Islander (0.2%). By ethnicity, 18.3% of the total population is Hispanic-Latino (of any race) and 81.7% is Non-Hispanic (of any race). If treated as a separate category, Hispanics are the largest minority group in Illinois.The state's most populous ethnic group, non-Hispanic white, has declined from 83.5% in 1970 to 58.5% in 2022.As of 2011, 49.4% of Illinois's population younger than age 1 were minorities (Note: Children born to white Hispanics or to a sole full or partial minority parent are counted as minorities).At the 2007 estimates from the U.S. Census Bureau, there were 1,768,518 foreign-born inhabitants of the state or 13.8% of the population, with 48.4% from Latin America, 24.6% from Asia, 22.8% from Europe, 2.9% from Africa, 1.2% from Canada, and 0.2% from Oceania. Of the foreign-born population, 43.7% were naturalized U.S. citizens, and 56.3% were not U.S. citizens. In 2007, 6.9% of Illinois's population was reported as being under age 5, 24.9% under age 18 and 12.1% were age 65 and over. Females made up approximately 50.7% of the population.According to the 2007 estimates, 21.1% of the population had German ancestry, 13.3% had Irish ancestry, 8% had British ancestry, 7.9% had Polish ancestry, 6.4% had Italian ancestry, 4.6% listed themselves as American, 2.4% had Swedish ancestry, 2.2% had French ancestry, other than Basque, 1.6% had Dutch ancestry, and 1.4% had Norwegian ancestry. Illinois also has large numbers of African Americans and Latinos (mostly Mexicans and Puerto Ricans).
Chicago, along the shores of Lake Michigan, is the nation's third largest city. In 2000, 23.3% of Illinois's population lived in the city of Chicago, 43.3% in Cook County, and 65.6% in the counties of the Chicago metropolitan area: Will, DuPage, Kane, Lake, and McHenry counties, as well as Cook County. The remaining population lives in the smaller cities and rural areas that dot the state's plains. As of 2000, the state's center of population was at 41.278216°N 88.380238°W / 41.278216; -88.380238, located in Grundy County, northeast of the village of Mazon.
=== Birth data ===
Births do not add up, because Hispanics are counted both by ethnicity and by race.
Since 2016, data for births of White Hispanic origin are not collected, but included in one Hispanic group; persons of Hispanic origin may be of any race.
=== Languages ===
The official language of Illinois is English, although between 1923 and 1969, state law gave official status to "the American language". Nearly 80% of people in Illinois speak English natively, and most of the rest speak it fluently as a second language. A number of dialects of American English are spoken, ranging from Inland Northern American English and African-American English around Chicago, to Midland American English in Central Illinois, to Southern American English in the far south.
Over 20% of Illinoians speak a language other than English at home, of which Spanish is by far the most widespread, at more than 12% of the total population. A sizeable number of Polish speakers is present in the Chicago Metropolitan Area. Illinois Country French has mostly gone extinct in Illinois, although it is still celebrated in the French Colonial Historic District.
=== Religion ===
==== Christianity ====
Roman Catholics constitute the single largest religious denomination in Illinois; they are heavily concentrated in and around Chicago and account for nearly 30% of the state's population. However, taken together as a group, the various Protestant denominations comprise a greater percentage of the state's population than do Catholics. In 2010, Catholics in Illinois numbered 3,648,907. The largest Protestant denominations were the United Methodist Church with 314,461 members and the Southern Baptist Convention with 283,519. Illinois has one of the largest concentrations of Missouri Synod Lutherans in the United States.
Illinois played an important role in the early Latter Day Saint movement, with Nauvoo becoming a gathering place for Mormons in the early 1840s. Nauvoo was the location of the succession crisis, which led to the separation of the Mormon movement into several Latter Day Saint sects. The Church of Jesus Christ of Latter-day Saints, the largest of the sects to emerge from the Mormon schism, has more than 55,000 adherents in Illinois today.
==== Other Abrahamic religious communities ====
A significant number of adherents of other Abrahamic faiths can be found in Illinois. Largely concentrated in the Chicago metropolitan area, followers of the Muslim, Baháʼí, and Jewish religions all call the state home. Muslims constituted the largest non-Christian group, with 359,264 adherents. Illinois has the largest concentration of Muslims by state in the country, with 2,800 Muslims per 100,000 citizens.The largest and oldest surviving Baháʼí House of Worship in the world is located on the shores of Lake Michigan in Wilmette, Illinois, one of eight continental Baháʼí House of Worship. It serves as a space for people of all backgrounds and religions to gather, meditate, reflect, and pray, expressing the Baháʼí principle of the oneness of religions. The Chicago area has a very large Jewish community, particularly in the suburbs of Skokie, Buffalo Grove, Highland Park, and surrounding suburbs. Former Chicago Mayor Rahm Emanuel was the Windy City's first Jewish mayor.
==== Other religions ====
Chicago is also home to a very large population of Hindus, Sikhs, Jains, and Buddhists.
== Economy ==
As of 2022, the gross state product for Illinois reached US$1.0 trillion.As of February 2019, the unemployment rate in Illinois reached 4.2%.Illinois's minimum wage will rise to $15 per hour by 2025, making it one of the highest in the nation.
=== Agriculture ===
Illinois's major agricultural outputs are corn, soybeans, hogs, cattle, dairy products, and wheat. In most years, Illinois is either the first or second state for the highest production of soybeans, with a harvest of 427.7 million bushels (11.64 million metric tons) in 2008, after Iowa's production of 444.82 million bushels (12.11 million metric tons). Illinois ranks second in U.S. corn production with more than 1.5 billion bushels produced annually. With a production capacity of 1.5 billion gallons per year, Illinois is a top producer of ethanol, ranking third in the United States in 2011. Illinois is a leader in food manufacturing and meat processing. Although Chicago may no longer be "Hog Butcher for the World", the Chicago area remains a global center for food manufacture and meat processing, with many plants, processing houses, and distribution facilities concentrated in the area of the former Union Stock Yards. Illinois also produces wine, and the state is home to two American viticultural areas. In the area of The Meeting of the Great Rivers Scenic Byway, peaches and apples are grown. The German immigrants from agricultural backgrounds who settled in Illinois in the mid- to late 19th century are in part responsible for the profusion of fruit orchards in that area of Illinois. Illinois's universities are actively researching alternative agricultural products as alternative crops.
=== Manufacturing ===
Illinois is one of the nation's manufacturing leaders, boasting annual value added productivity by manufacturing of over $107 billion in 2006. As of 2011, Illinois is ranked as the 4th-most productive manufacturing state in the country, behind California, Texas, and Ohio. About three-quarters of the state's manufacturers are located in the Northeastern Opportunity Return Region, with 38 percent of Illinois's approximately 18,900 manufacturing plants located in Cook County. As of 2006, the leading manufacturing industries in Illinois, based upon value-added, were chemical manufacturing ($18.3 billion), machinery manufacturing ($13.4 billion), food manufacturing ($12.9 billion), fabricated metal products ($11.5 billion), transportation equipment ($7.4 billion), plastics and rubber products ($7.0 billion), and computer and electronic products ($6.1 billion).
=== Services ===
By the early 2000s, Illinois's economy had moved toward a dependence on high-value-added services, such as financial trading, higher education, law, logistics, and medicine. In some cases, these services clustered around institutions that hearkened back to Illinois's earlier economies. For example, the Chicago Mercantile Exchange, a trading exchange for global derivatives, had begun its life as an agricultural futures market. Other important non-manufacturing industries include publishing, tourism, and energy production and distribution.
=== Investments ===
Venture capitalists funded a total of approximately $62 billion in the U.S. economy in 2016. Of this amount, Illinois-based companies received approximately $1.1 billion. Similarly, in FY 2016, the federal government spent $461 billion on contracts in the U.S. Of this amount, Illinois-based companies received approximately $8.7 billion.
=== Energy ===
Illinois is a net importer of fuels for energy, despite large coal resources and some minor oil production. Illinois exports electricity, ranking fifth among states in electricity production and seventh in electricity consumption.
==== Coal ====
The coal industry of Illinois has its origins in the middle 19th century, when entrepreneurs such as Jacob Loose discovered coal in locations such as Sangamon County. Jacob Bunn contributed to the development of the Illinois coal industry, and was a founder and owner of the Western Coal & Mining Company of Illinois. About 68% of Illinois has coal-bearing strata of the Pennsylvanian geologic period. According to the Illinois State Geological Survey, 211 billion tons of bituminous coal are estimated to lie under the surface, having a total heating value greater than the estimated oil deposits in the Arabian Peninsula. However, this coal has a high sulfur content, which causes acid rain, unless special equipment is used to reduce sulfur dioxide emissions. Many Illinois power plants are not equipped to burn high-sulfur coal. In 1999, Illinois produced 40.4 million tons of coal, but only 17 million tons (42%) of Illinois coal was consumed in Illinois. Most of the coal produced in Illinois is exported to other states and countries. In 2008, Illinois exported three million tons of coal, and was projected to export nine million in 2011, as demand for energy grows in places such as China, India, and elsewhere in Asia and Europe. As of 2010, Illinois was ranked third in recoverable coal reserves at producing mines in the nation. Most of the coal produced in Illinois is exported to other states, while much of the coal burned for power in Illinois (21 million tons in 1998) is mined in the Powder River Basin of Wyoming.Mattoon was chosen as the site for the Department of Energy's FutureGen project, a 275-megawatt experimental zero emission coal-burning power plant that the DOE just gave a second round of funding. In 2010, after a number of setbacks, the city of Mattoon backed out of the project.
==== Petroleum ====
Illinois is a leading refiner of petroleum in the American Midwest, with a combined crude oil distillation capacity of nearly 900,000 bbl/d (140,000 m3/d). However, Illinois has very limited crude oil proved reserves that account for less than 1% of the U.S. total reserves. Residential heating is 81% natural gas compared to less than 1% heating oil. Illinois is ranked 14th in oil production among states, with a daily output of approximately 28,000 bbl (4,500 m3) in 2005.
==== Nuclear power ====
Nuclear power arguably began in Illinois with the Chicago Pile-1, the world's first artificial self-sustaining nuclear chain reaction in the world's first nuclear reactor, built on the University of Chicago campus. There are six operating nuclear power plants in Illinois: Braidwood, Byron, Clinton, Dresden, LaSalle, and Quad Cities. With the exception of the single-unit Clinton plant, each of these facilities has two reactors. Three reactors have been permanently shut down and are in various stages of decommissioning: Dresden-1 and Zion-1 and 2. Illinois ranked first in the nation in 2010 in both nuclear capacity and nuclear generation. Generation from its nuclear power plants accounted for 12 percent of the nation's total. In 2007, 48% of Illinois's electricity was generated using nuclear power. The Morris Operation is the only de facto high-level radioactive waste storage site in the United States.
==== Wind power ====
Illinois has seen growing interest in the use of wind power for electrical generation. Most of Illinois was rated in 2009 as "marginal or fair" for wind energy production by the U.S. Department of Energy, with some western sections rated "good" and parts of the south rated "poor". These ratings are for wind turbines with 50 m (160 ft) hub heights; newer wind turbines are taller, enabling them to reach stronger winds farther from the ground. As a result, more areas of Illinois have become prospective wind farm sites. As of September 2009, Illinois had 1116.06 MW of installed wind power nameplate capacity with another 741.9 MW under construction. Illinois ranked ninth among U.S. states in installed wind power capacity, and sixteenth by potential capacity. Large wind farms in Illinois include Twin Groves, Rail Splitter, EcoGrove, and Mendota Hills.As of 2007, wind energy represented only 1.7% of Illinois's energy production, and it was estimated that wind power could provide 5–10% of the state's energy needs. Also, the Illinois General Assembly mandated in 2007 that by 2025, 25% of all electricity generated in Illinois is to come from renewable resources.
==== Biofuels ====
Illinois is ranked second in corn production among U.S. states, and Illinois corn is used to produce 40% of the ethanol consumed in the United States. The Archer Daniels Midland corporation in Decatur, Illinois, is the world's leading producer of ethanol from corn.
The National Corn-to-Ethanol Research Center (NCERC), the world's only facility dedicated to researching the ways and means of converting corn (maize) to ethanol is located on the campus of Southern Illinois University Edwardsville.University of Illinois Urbana-Champaign is one of the partners in the Energy Biosciences Institute (EBI), a $500 million biofuels research project funded by petroleum giant BP.
=== Taxes ===
Tax is collected by the Illinois Department of Revenue. State income tax is calculated by multiplying net income by a flat rate. In 1990, that rate was set at 3%, but in 2010, the General Assembly voted for a temporary increase in the rate to 5%; the new rate went into effect on January 1, 2011; the personal income rate partially sunset on January 1, 2015, to 3.75%, while the corporate income tax fell to 5.25%. Illinois failed to pass a budget from 2015 to 2017, after the 736-day budget impasse, a budget was passed in Illinois after lawmakers overturned Governor Bruce Rauner's veto; this budget raised the personal income rate to 4.95% and the corporate rate to 7%. There are two rates for state sales tax: 6.25% for general merchandise and 1% for qualifying food, drugs, and medical appliances. The property tax is a major source of tax revenue for local government taxing districts. The property tax is a local—not state—tax, imposed by local government taxing districts, which include counties, townships, municipalities, school districts, and special taxation districts. The property tax in Illinois is imposed only on real property.On May 1, 2019, the Illinois Senate voted to approve a constitutional amendment that would have stricken language from the Illinois Constitution requiring a flat state income tax, in a 73–44 vote. If approved, the amendment would have allowed the state legislature to impose a graduated income tax based on annual income. The governor, J.B. Pritzker, approved the bill on May 27, 2019. It was scheduled for a 2020 general election ballot vote and required 60 percent voter approval to effectively amend the state constitution. The amendment was not approved by Illinoisans, with 55.1% of voters voting "No" on approval and 44.9% voting "Yes."As of 2017 Chicago had the highest state and local sales tax rate for a U.S. city with a populations above 200,000, at 10.250%. The state of Illinois has the second highest rate of real estate tax: 2.31%, which is second only to New Jersey at 2.44%.Toll roads are a de facto user tax on the citizens and visitors to the state of Illinois. Illinois ranks seventh out of the 11 states with the most miles of toll roads, at 282.1 miles. Chicago ranks fourth in most expensive toll roads in America by the mile, with the Chicago Skyway charging 51.2 cents per mile. Illinois also has the 11th highest gasoline tax by state, at 37.5 cents per gallon.
== Culture ==
=== Museums ===
Illinois has numerous museums; the greatest concentration of these are in Chicago. Several museums in Chicago are ranked as some of the best in the world. These include the John G. Shedd Aquarium, the Field Museum of Natural History, the Art Institute of Chicago, the Adler Planetarium, and the Museum of Science and Industry.
The modern Abraham Lincoln Presidential Library and Museum in Springfield is the largest and most attended presidential library in the country. The Illinois State Museum boasts a collection of 13.5 million objects that tell the story of Illinois life, land, people, and art. The ISM is among only 5% of the nation's museums that are accredited by the American Alliance of Museums. Other historical museums in the state include the Polish Museum of America in Chicago; Magnolia Manor in Cairo; Easley Pioneer Museum in Ipava; the Elihu Benjamin Washburne; Ulysses S. Grant Homes, both in Galena; and the Chanute Air Museum, located on the former Chanute Air Force Base in Rantoul.
The Chicago metropolitan area also hosts two zoos: The Brookfield Zoo, located about ten miles west of the city center in suburban Brookfield, contains more than 2,300 animals and covers 216 acres (87 ha). The Lincoln Park Zoo is located in Lincoln Park on Chicago's North Side, approximately 3 miles (4.8 km) north of the Loop. The zoo accounts for more than 35 acres (14 ha) of the park.
Illinois Museums
=== Music ===
Illinois is a leader in music education, having hosted the Midwest Clinic International Band and Orchestra Conference since 1946, as well being home to the Illinois Music Educators Association (ILMEA, formerly IMEA), one of the largest professional music educator's organizations in the country. Each summer since 2004, Southern Illinois University Carbondale has played host to the Southern Illinois Music Festival, which presents dozens of performances throughout the region. Past featured artists include the Eroica Trio and violinist David Kim.
Chicago, in the northeast corner of the state, is a major center for music in the midwestern United States where distinctive forms of blues (greatly responsible for the future creation of rock and roll), and house music, a genre of electronic dance music, were developed.
The Great Migration of poor black workers from the South into the industrial cities brought traditional jazz and blues music to the city, resulting in Chicago blues and "Chicago-style" Dixieland jazz. Notable blues artists included Muddy Waters, Junior Wells, Howlin' Wolf and both Sonny Boy Williamsons; jazz greats included Nat King Cole, Gene Ammons, Benny Goodman, and Bud Freeman. Chicago is also well known for its soul music.
In the early 1930s, Gospel music began to gain popularity in Chicago due to Thomas A. Dorsey's contributions at Pilgrim Baptist Church.
In the 1980s and 1990s, heavy rock, punk, and hip hop also became popular in Chicago. Orchestras in Chicago include the Chicago Symphony Orchestra, the Lyric Opera of Chicago, and the Chicago Sinfonietta.
=== Movies ===
John Hughes, who moved from Grosse Pointe to Northbrook, based many films of his in Chicago, and its suburbs. Ferris Bueller's Day Off, Home Alone, The Breakfast Club, and all his films take place in the fictional Shermer, Illinois (the original name of Northbrook was Shermerville, and Hughes's High School, Glenbrook North High School, is on Shermer Road). Most locations in his films include Glenbrook North, the former Maine North High School, the Ben Rose House in Highland Park, and the famous Home Alone house in Winnetka, Illinois.
=== Sports ===
==== Major league sports ====
As one of the United States' major metropolises, all major sports leagues have teams headquartered in Chicago.
Two Major League Baseball teams are located in the state. The Chicago Cubs of the National League play in the second-oldest major league stadium, Wrigley Field, and went the longest length of time without a championship in all of major American sport, from 1908 to 2016, when they won the World Series. The Chicago White Sox of the American League won the World Series in 2005, their first since 1917. They play on the city's south side at Guaranteed Rate Field.
The Chicago Bears football team has won nine total NFL Championships, the last occurring in Super Bowl XX on January 26, 1986.
The Chicago Bulls of the NBA is one of the most recognized basketball teams in the world, largely as a result of the efforts of Michael Jordan, who led the team to six NBA championships in eight seasons in the 1990s.
The Chicago Blackhawks of the NHL began playing in 1926, and became a member of the Original Six once the NHL dropped to that number of teams during World War II. The Blackhawks have won six Stanley Cups, most recently in 2015.
Chicago Fire FC is a member of MLS and has been one of the league's most successful and best-supported clubs since its founding in 1997, winning one league and four Lamar Hunt U.S. Open Cups in that timespan. The team played in Bridgeview, adjacent to Chicago from 2006 to 2019. The team now plays at Soldier Field in Chicago.
The Chicago Red Stars have played at the top level of U.S. women's soccer since their formation in 2009, except in the 2011 season. The team currently plays in the National Women's Soccer League, playing at SeatGeek Stadium, the Bridgeview venue it formerly shared with Fire FC.
The Chicago Sky have played in the Women's National Basketball Association (WNBA) since 2006. The Sky won their first WNBA Championship in 2021. They play at Wintrust Arena in Chicago.
The Chicago Bandits of the NPF, a women's softball league; have won four league titles, most recently in 2016. They play at Parkway Bank Sports Complex in Rosemont, Illinois in the Chicago area.
==== Minor league sports ====
Many minor league teams also call Illinois their home. They include:
The Bloomington Edge of the Indoor Football League
The Bloomington Flex of the Midwest Professional Basketball Association
The Chicago Dogs of the American Association of Professional Baseball
Chicago Fire FC II of MLS Next Pro
The Chicago Wolves are an AHL team playing in the suburb of Rosemont
The Gateway Grizzlies of the Frontier League in Sauget, Illinois
The Kane County Cougars of the American Association
The Joliet Slammers of the Frontier League
The Peoria Chiefs of the Midwest League
The Peoria Rivermen are an SPHL team
The Rockford Aviators of the Frontier League
The Rockford IceHogs of the AHL
The Schaumburg Boomers of the Frontier League
The Southern Illinois Miners based out of Marion in the Frontier League
The Windy City Bulls, playing in the Chicago suburb of Hoffman Estates, of the NBA G League
The Windy City ThunderBolts of the Frontier League
==== College sports ====
The state features 13 athletic programs that compete in NCAA Division I, the highest level of U.S. college sports.
The two most prominent are the Illinois Fighting Illini and Northwestern Wildcats, both members of the Big Ten Conference and the only ones competing in one of the so-called "Power Five conferences". The Fighting Illini football team has won five national championships and three Rose Bowl Games, whereas the men's basketball team has won 17 conference seasons and played five Final Fours. Meanwhile, the Wildcats have won eight football conference championships and one Rose Bowl Game.
The Northern Illinois Huskies from DeKalb, Illinois compete in the Mid-American Conference winning four conference championships and earning a bid in the Orange Bowl along with producing Heisman candidate Jordan Lynch at quarterback. The Huskies are the state's only other team competing in the Football Bowl Subdivision, the top level of NCAA football.
Four schools have football programs that compete in the second level of Division I football, the Football Championship Subdivision (FCS). The Illinois State Redbirds (Normal, adjacent to Bloomington) and Southern Illinois Salukis (representing Southern Illinois University's main campus in Carbondale) are members of the Missouri Valley Conference (MVC) for non-football sports and the Missouri Valley Football Conference (MVFC). The Western Illinois Leathernecks (Macomb) are full members of the Summit League, which does not sponsor football, and also compete in the MVFC. The Eastern Illinois Panthers (Charleston) are members of the Ohio Valley Conference (OVC).
The city of Chicago is home to four Division I programs that do not sponsor football. The DePaul Blue Demons, with main campuses in Lincoln Park and the Loop, are members of the Big East Conference. The Loyola Ramblers, with their main campus straddling the Edgewater and Rogers Park community areas on the city's far north side, compete in the Atlantic 10 Conference. The UIC Flames, from the Near West Side next to the Loop, are in the MVC. The Chicago State Cougars, from the city's south side, are one of only two all-sports independents in Division I after leaving the Western Athletic Conference in 2022.
Finally, two non-football Division I programs are located downstate. The Bradley Braves (Peoria) are MVC members, and the SIU Edwardsville Cougars (in the Metro East region across the Mississippi River from St. Louis) compete in the OVC.
==== Former Chicago sports franchises ====
===== Folded teams =====
The city was formerly home to several other teams that either failed to survive or belonged to leagues that folded.
The Chicago Blitz, United States Football League 1983–1984
The Chicago Sting, North American Soccer League 1975–1984 and Major Indoor Soccer League
The Chicago Cougars, World Hockey Association 1972–1975
The Chicago Rockers, Continental Basketball Association
The Chicago Skyliners, American Basketball Association 2000–01
The Chicago Bruisers, Arena Football League 1987–1989
The Chicago Power, National Professional Soccer League 1984–2001
The Chicago Blaze, National Women's Basketball League
The Chicago Machine, Major League Lacrosse
The Chicago Whales of the Federal Baseball League, a rival league to Major League Baseball from 1914 to 1916
The Chicago American Giants of the Negro baseball league, 1910–1952
The Chicago Bruins of the National Basketball League, 1939–1942
The Chicago Studebaker Flyers of the NBL, 1942–43
The Chicago American Gears of the NBL, 1944–1947
The Chicago Stags of the Basketball Association of America, 1946–1950
The Chicago Majors of the American Basketball League, 1961–1963
The Chicago Express of the ECHL
The Chicago Enforcers of the XFL pro football league
The Chicago Fire, World Football League 1974
The Chicago Winds, World Football League 1975
The Chicago Hustle, Women's Professional Basketball League 1978–1981
The Chicago Mustangs, North American Soccer League 1966–1967
The Chicago Rush, Arena Football League 2001–2013
The Chicago Storm, American Professional Slo-Pitch League (APSPL), 1977-1978
The Chicago Nationwide Advertising, North American Softball League (NASL), 1980
===== Relocated teams =====
The NFL's Arizona Cardinals, who currently play in the Phoenix suburb of Glendale, Arizona, played in Chicago as the Chicago Cardinals, until moving to St. Louis, Missouri after the 1959 season. An NBA expansion team known as the Chicago Packers in 1961–1962, and as the Chicago Zephyrs the following year, moved to Baltimore after the 1962–1963 season. The franchise is now known as the Washington Wizards.
==== Professional sports teams outside Chicago ====
The Peoria Chiefs are a High-A minor league baseball team affiliated with the St. Louis Cardinals. The Schaumburg Boomers, Southern Illinois Miners, Gateway Grizzlies, Joliet Slammers and Windy City ThunderBolts all belong to the independent Frontier League. Additionally, the Kane County Cougars play in the American Association and the Lake County Fielders were members of the former North American League.
In addition to the Chicago Wolves, the AHL also has the Rockford IceHogs serving as the AHL affiliate of the Chicago Blackhawks. The second incarnation of the Peoria Rivermen plays in the SPHL.
==== Motor racing ====
Motor racing oval tracks at the Chicagoland Speedway in Joliet, the Chicago Motor Speedway in Cicero and the Gateway International Raceway in Madison, near St. Louis, have hosted NASCAR, CART, and IRL races, whereas the Sports Car Club of America, among other national and regional road racing clubs, have visited the Autobahn Country Club in Joliet, the Blackhawk Farms Raceway in South Beloit and the former Meadowdale International Raceway in Carpentersville. Illinois also has several short tracks and dragstrips. The dragstrip at Gateway International Raceway and the Route 66 Raceway, which sits on the same property as the Chicagoland Speedway, both host NHRA drag races.
==== Golf ====
Illinois features several golf courses, such as Olympia Fields, Medinah, Midlothian, Cog Hill, and Conway Farms, which have often hosted the BMW Championship, Western Open, and Women's Western Open.
Also, the state has hosted 13 editions of the U.S. Open (latest at Olympia Fields in 2003), six editions of the PGA Championship (latest at Medinah in 2006), three editions of the U.S. Women's Open (latest at The Merit Club), the 2009 Solheim Cup (at Rich Harvest Farms), and the 2012 Ryder Cup (at Medinah).
The John Deere Classic is a regular PGA Tour event played in the Quad Cities since 1971, whereas the Encompass Championship is a Champions Tour event since 2013. Previously, the LPGA State Farm Classic was an LPGA Tour event from 1976 to 2011.
== Parks and recreation ==
The Illinois state parks system began in 1908 with what is now Fort Massac State Park, becoming the first park in a system encompassing more than 60 parks and about the same number of recreational and wildlife areas.
Areas under the protection of the National Park Service include: the Illinois and Michigan Canal National Heritage Corridor near Lockport, the Lewis and Clark National Historic Trail, the Lincoln Home National Historic Site in Springfield, the Mormon Pioneer National Historic Trail, the Trail of Tears National Historic Trail, the American Discovery Trail, the Pullman National Monument, and New Philadelphia Town Site. The federal government also manages the Shawnee National Forest and the Midewin National Tallgrass Prairie.
== Law and politics ==
In a 2020 study, Illinois was ranked as the 4th easiest state for citizens to vote in.
=== State government ===
The government of Illinois, under the Constitution of Illinois, has three branches of government: executive, legislative and judicial. The executive branch is split into several statewide elected offices, with the governor as chief executive. Legislative functions are granted to the Illinois General Assembly. The judiciary is composed of the Supreme Court and lower courts.
The Illinois General Assembly is the state legislature, composed of the 118-member Illinois House of Representatives and the 59-member Illinois Senate. The members of the General Assembly are elected at the beginning of each even-numbered year. The Illinois Compiled Statutes (ILCS) are the codified statutes of a general and permanent nature.The executive branch is composed of six elected officers and their offices as well as numerous other departments. The six elected officers are: Governor, Lieutenant Governor, Attorney General, Secretary of State, Comptroller, and Treasurer. The government of Illinois has numerous departments, agencies, boards and commissions, but the so-called code departments provide most of the state's services.The Judiciary of Illinois is the unified court system of Illinois. It consists of the Supreme Court, Appellate Court, and Circuit Courts. The Supreme Court oversees the administration of the court system.
The administrative divisions of Illinois are counties, townships, precincts, cities, towns, villages, and special-purpose districts. The basic subdivision of Illinois are the 102 counties. Eighty-five of the 102 counties are in turn divided into townships and precincts. Municipal governments are the cities, villages, and incorporated towns. Some localities possess home rule, which allows them to govern themselves to a certain extent.
=== Party balance ===
Illinois is a Democratic stronghold. Historically, Illinois was a political swing state, with near-parity existing between the Republican and the Democratic parties. However, in recent elections, the Democratic Party has gained ground, and Illinois has come to be seen as a solid "blue" state in presidential campaigns. Votes from Chicago and most of Cook County have long been strongly Democratic. However, the "collar counties" (the suburban counties surrounding Cook County) can be seen as moderate voting districts. College towns like Carbondale, Champaign, and Normal also lean Democratic.
Republicans continue to prevail in the rural areas of northern and central Illinois, as well as southern Illinois outside of East St. Louis. From 1920 until 1972, Illinois was carried by the victor of each of these 14 presidential elections. In fact, the state was long seen as a national bellwether, supporting the winner in every election in the 20th century, except for 1916 and 1976. By contrast, Illinois has trended more toward the Democratic party, and has voted for their presidential candidates in the last six elections; in 2000, George W. Bush became the first Republican to win the presidency without carrying either Illinois or Vermont. Local politician and Chicago resident Barack Obama easily won the state's 21 electoral votes in 2008, with 61.9% of the vote. In 2010, incumbent governor Pat Quinn was re-elected with 47% of the vote, while Republican Mark Kirk was elected to the Senate with 48% of the vote. In 2012, President Obama easily carried Illinois again, with 58% to Republican candidate Mitt Romney's 41%. In 2014, Republican Bruce Rauner defeated Governor Quinn 50% to 46% to become Illinois's first Republican governor in 12 years after being sworn in on January 12, 2015, while Democratic senator Dick Durbin was re-elected with 53% of the vote. In 2016, Hillary Clinton carried Illinois with 55% of the vote, and Tammy Duckworth defeated incumbent Mark Kirk 54% to 40%. George W. Bush and Donald Trump are the only Republican presidential candidates to win without carrying either Illinois or Vermont. In 2018, Democrat JB Pritzker defeated the incumbent Bruce Rauner for the governorship with 54% of the vote.
=== History of corruption ===
Politics in the state have been infamous for highly visible corruption cases, as well as for crusading reformers, such as governors Adlai Stevenson and James R. Thompson. In 2006, former governor George Ryan was convicted of racketeering and bribery, leading to a six-and-a-half-year prison sentence. On December 7, 2011, former governor Rod Blagojevich was sentenced to 14 years in prison for allegations that he conspired to sell the vacated Senate seat left by President Barack Obama to the highest bidder. Blagojevich had earlier been impeached and convicted by the legislature, resulting in his removal from office. In the late 20th century, Congressman Dan Rostenkowski was imprisoned for mail fraud; former governor and federal judge Otto Kerner, Jr. was imprisoned for bribery; Secretary of State Paul Powell was investigated and found to have gained great wealth through bribes, and State Auditor of Public Accounts (Comptroller) Orville Hodge was imprisoned for embezzlement. In 1912, William Lorimer, the GOP boss of Chicago, was expelled from the U.S. Senate for bribery and in 1921, Governor Len Small was found to have defrauded the state of a million dollars.
=== U.S. presidential elections ===
Illinois has shown a strong presence in presidential elections. Three presidents have claimed Illinois as their political base when running for president: Abraham Lincoln, Ulysses S. Grant, and most recently Barack Obama. Lincoln was born in Kentucky, but he moved to Illinois at age 21. He served in the General Assembly and represented the 7th congressional district in the U.S. House of Representatives before his election to the presidency in 1860. Ulysses S. Grant was born in Ohio and had a military career that precluded settling down, but on the eve of the Civil War and approaching middle age, he moved to Illinois and thus utilized the state as his home and political base when running for president. Barack Obama was born in Hawaii and made Illinois his home after graduating from law school, and later represented Illinois in the U.S. Senate. He then became president in 2008, running as a candidate from his Illinois base.
Ronald Reagan was born in Illinois, in the city of Tampico, raised in Dixon, Illinois, and educated at Eureka College, outside Peoria. Reagan later moved to California during his young adulthood. He then became an actor, and later became California's Governor before being elected president.
Hillary Clinton was born and raised in the suburbs of Chicago and became the first woman to represent a major political party in the general election of the U.S. presidency. Clinton ran from a platform based in New York State.
=== African-American U.S. senators ===
Eleven African-Americans have served as members of the United States Senate. Of which three have represented Illinois, the most of any single state: Carol Moseley-Braun, Barack Obama, and Roland Burris, who was appointed to replace Obama after his election to the presidency. Moseley-Braun was the first African-American woman to become a U.S. Senator.
=== Political families ===
Three families from Illinois have played particularly prominent roles in the Democratic Party, gaining both statewide and national fame.
==== Stevenson ====
The Stevenson family, initially rooted in central Illinois and later based in the Chicago metropolitan area, has provided four generations of Illinois officeholders.
Adlai Stevenson I (1835–1914) was a Vice President of the United States, as well as a Congressman
Lewis Stevenson (1868–1929), son of Adlai, served as Illinois Secretary of State.
Adlai Stevenson II (1900–1965), son of Lewis, served as Governor of Illinois and as the U.S. Ambassador to the United Nations; he was also the Democratic party's presidential nominee in 1952 and 1956, losing both elections to Dwight Eisenhower.
Adlai Stevenson III (1930–2021), son of Adlai II, served ten years as a United States Senator.
==== Daley ====
The Daley family's powerbase was in Chicago.
Richard J. Daley (1902–1976) served as Mayor of Chicago from 1955 to his death.
Richard M. Daley (1942–), son of Richard J, was Chicago's longest-serving mayor, in office from 1989 to 2011.
William M. Daley (1948–), another son of Richard J, is a former White House Chief of Staff and has served in a variety of appointed positions.
==== Pritzker ====
The Pritzker family is based in Chicago and have played important roles in both the private and the public sectors.
Jay Pritzker (1922–1999), co-founder of Hyatt Hotel based in Chicago.
Penny Pritzker (born 1959), 38th United States Secretary of Commerce under President Barack Obama.
J.B. Pritzker (born 1965), current and 43rd governor of Illinois and co-founder of the Pritzker Group.
== Education ==
=== Illinois State Board of education ===
The Illinois State Board of Education (ISBE) is autonomous of the governor and the state legislature, and administers public education in the state. Local municipalities and their respective school districts operate individual public schools, but the ISBE audits performance of public schools with the Illinois School Report Card. The ISBE also makes recommendations to state leaders concerning education spending and policies.
=== Primary and secondary schools ===
Education is compulsory for ages 7–17 in Illinois. Schools are commonly, but not exclusively, divided into three tiers of primary and secondary education: elementary school, middle school or junior high school, and high school. District territories are often complex in structure. Many areas in the state are actually located in two school districts—one for high school, the other for elementary and middle schools. And such districts do not necessarily share boundaries. A given high school may have several elementary districts that feed into it, yet some of those feeder districts may themselves feed into multiple high school districts.
=== Colleges and universities ===
Using the criterion established by the Carnegie Foundation for the Advancement of Teaching, there are eleven "National Universities" in the state.
The University of Chicago is continuously ranked as one of the world's top ten universities on various independent university rankings, and its Booth School of Business, along with Northwestern's Kellogg School of Management consistently rank within the top five graduate business schools in the country and top ten globally. The University of Illinois Urbana-Champaign is often ranked among the best engineering schools in the world and in United States.
As of 19 August 2010, six of these rank in the "first tier" among the top 500 National Universities in the nation, as determined by the U.S. News & World Report rankings: the University of Chicago, Northwestern University, the University of Illinois Urbana-Champaign, Loyola University Chicago, the Illinois Institute of Technology, DePaul University, University of Illinois Chicago, Illinois State University, Southern Illinois University Carbondale, and Northern Illinois University.Illinois also has more than twenty additional accredited four-year universities, both public and private, and dozens of small liberal arts colleges across the state. Additionally, Illinois supports 49 public community colleges in the Illinois Community College System.
=== School financing ===
Schools in Illinois are funded primarily by property taxes, based on state assessment of property values, rather than direct state contributions. Scholar Tracy Steffes has described Illinois public education as historically "inequitable", a system where one of "the wealthiest of states" is "the stingiest in its support for education." There have been several attempts to reform school funding in Illinois. The most notable attempt came in 1973 with the adoption of the Illinois Resource Equalizer Formula, a measure through which it was hoped funding could be collected and distributed to Illinois schools more equitably. However, opposition from affluent Illinois communities who objected to having to pay for the less well-off school districts (many of them Black majority communities, produced by redlining, white flight, and other "soft" segregation methods) resulted in the formula's abolition in the late 1980s.
== Infrastructure ==
=== Transportation ===
Because of its central location and its proximity to the Rust Belt and Grain Belt, Illinois is a national crossroads for air, auto, rail, and truck traffic.
==== Airports ====
From 1962 until 1998, Chicago's O'Hare International Airport (ORD) was the busiest airport in the world, measured both in terms of total flights and passengers. While it was surpassed by Atlanta's Hartsfield in 1998 (as Chicago splits its air traffic between O'Hare and Midway airports, while Atlanta uses only one airport), with 59.3 million domestic passengers annually, along with 11.4 million international passengers in 2008, O'Hare consistently remains one of the two or three busiest airports globally, and in some years still ranks number one in total flights. It is a major hub for both United Airlines and American Airlines, and a major airport expansion project is currently underway. Midway Airport (MDW), which had been the busiest airport in the world at one point until it was supplanted by O'Hare as the busiest airport in 1962, is now the secondary airport in the Chicago metropolitan area and still ranks as one of the nation's busiest airports. Midway is a major hub for Southwest Airlines and services many other carriers as well. Midway served 17.3 million domestic and international passengers in 2008.
==== Rail ====
Illinois has an extensive passenger and freight rail transportation network. Chicago is a national Amtrak hub and in-state passengers are served by Amtrak's Illinois Service, featuring the Chicago to Carbondale Illini and Saluki, the Chicago to Quincy Carl Sandburg and Illinois Zephyr, and the Chicago to St. Louis Lincoln Service. Currently there is trackwork on the Chicago–St. Louis line to bring the maximum speed up to 110 mph (180 km/h), which would reduce the trip time by an hour and a half. Nearly every North American railway meets at Chicago, making it the largest and most active rail hub in the country. Extensive commuter rail is provided in the city proper and some immediate suburbs by the Chicago Transit Authority's 'L' system. One of the largest suburban commuter rail system in the United States, operated by Metra, uses existing rail lines to provide direct commuter rail access for hundreds of suburbs to the city and beyond.
In addition to the state's rail lines, the Mississippi River and Illinois River provide major transportation routes for the state's agricultural interests. Lake Michigan gives Illinois access to the Atlantic Ocean by way of the Saint Lawrence Seaway.
==== Interstate highway system ====
The Interstate Highways in Illinois are all segments of the Interstate Highway System that are owned and maintained by the state.Illinois has the distinction of having the most primary (two-digit) interstates pass through it among all the 50 states with 13. Illinois also ranks third among the fifty states with the most interstate mileage, coming in after California and Texas, which are much bigger states in area.Major U.S. Interstate highways crossing the state include: Interstate 24 (I-24), I-39, I-41, I-55, I-57, I-64, I-70, I-72, I-74, I-80, I-88, I-90, and I-94.
==== U.S. highway system ====
The Illinois Department of Transportation (IDOT) is responsible for maintaining the U.S Highways in Illinois. The system in Illinois consists of 21 primary highways.
Among the U.S. highways that pass through the state, the primary ones are: US 6, US 12, US 14, US 20, US 24, US 30, US 34, US 36, US 40, US 41, US 45, US 50, US 51, US 52, US 54, US 60, US 62, and US 67.
=== Gallery ===
== See also ==
Index of Illinois-related articles
List of people from Illinois
Outline of Illinois
USS Illinois, 4 ships
== Notes ==
== References ==
== Further reading ==
== External links ==
Official website
Illinois: State Resource Guide, from the Library of Congress
Geographic data related to Illinois at OpenStreetMap
Illinois Office of Tourism
Illinois - State Energy Profile Overview U.S. Energy Information Administration (EIA)
State Fact Sheets: Illinois USDA's Economic Research Service
USGS Central Midwest Water Science Center
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Law
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Law is a set of rules that are created and are enforceable by social or governmental institutions to regulate behavior, with its precise definition a matter of longstanding debate. It has been variously described as a science and as the art of justice. State-enforced laws can be made by a group legislature or by a single legislator, resulting in statutes; by the executive through decrees and regulations; or established by judges through precedent, usually in common law jurisdictions. Private individuals may create legally binding contracts, including arbitration agreements that adopt alternative ways of resolving disputes to standard court litigation. The creation of laws themselves may be influenced by a constitution, written or tacit, and the rights encoded therein. The law shapes politics, economics, history and society in various ways and also serves as a mediator of relations between people.
Legal systems vary between jurisdictions, with their differences analysed in comparative law. In civil law jurisdictions, a legislature or other central body codifies and consolidates the law. In common law systems, judges may make binding case law through precedent, although on occasion this may be overturned by a higher court or the legislature. Historically, religious law has influenced secular matters and is, as of the 21st century, still in use in some religious communities. Sharia law based on Islamic principles is used as the primary legal system in several countries, including Iran and Saudi Arabia.The scope of law can be divided into two domains: public law concerns government and society, including constitutional law, administrative law, and criminal law; while private law deals with legal disputes between individuals and/or organisations in areas such as contracts, property, torts/delicts and commercial law. This distinction is stronger in civil law countries, particularly those with a separate system of administrative courts; by contrast, the public-private law divide is less pronounced in common law jurisdictions.Law provides a source of scholarly inquiry into legal history, philosophy, economic analysis and sociology. Law also raises important and complex issues concerning equality, fairness, and justice.
== Philosophy of law ==
The philosophy of law is commonly known as jurisprudence. Normative jurisprudence asks "what should law be?", while analytic jurisprudence asks "what is law?"
=== Analytical jurisprudence ===
There have been several attempts to produce "a universally acceptable definition of law". In 1972, Baron Hampstead suggested that no such definition could be produced. McCoubrey and White said that the question "what is law?" has no simple answer. Glanville Williams said that the meaning of the word "law" depends on the context in which that word is used. He said that, for example, "early customary law" and "municipal law" were contexts where the word "law" had two different and irreconcilable meanings. Thurman Arnold said that it is obvious that it is impossible to define the word "law" and that it is also equally obvious that the struggle to define that word should not ever be abandoned. It is possible to take the view that there is no need to define the word "law" (e.g. "let's forget about generalities and get down to cases").One definition is that law is a system of rules and guidelines which are enforced through social institutions to govern behaviour. In The Concept of Law, H. L. A. Hart argued that law is a "system of rules"; John Austin said law was "the command of a sovereign, backed by the threat of a sanction"; Ronald Dworkin describes law as an "interpretive concept" to achieve justice in his text titled Law's Empire; and Joseph Raz argues law is an "authority" to mediate people's interests. Oliver Wendell Holmes defined law as "the prophecies of what the courts will do in fact, and nothing more pretentious." In his Treatise on Law, Thomas Aquinas argues that law is a rational ordering of things, which concern the common good, that is promulgated by whoever is charged with the care of the community. This definition has both positivist and naturalist elements.
=== Connection to morality and justice ===
Definitions of law often raise the question of the extent to which law incorporates morality. John Austin's utilitarian answer was that law is "commands, backed by threat of sanctions, from a sovereign, to whom people have a habit of obedience". Natural lawyers, on the other hand, such as Jean-Jacques Rousseau, argue that law reflects essentially moral and unchangeable laws of nature. The concept of "natural law" emerged in ancient Greek philosophy concurrently and in connection with the notion of justice, and re-entered the mainstream of Western culture through the writings of Thomas Aquinas, notably his Treatise on Law.
Hugo Grotius, the founder of a purely rationalistic system of natural law, argued that law arises from both a social impulse—as Aristotle had indicated—and reason. Immanuel Kant believed a moral imperative requires laws "be chosen as though they should hold as universal laws of nature". Jeremy Bentham and his student Austin, following David Hume, believed that this conflated the "is" and what "ought to be" problem. Bentham and Austin argued for law's positivism; that real law is entirely separate from "morality". Kant was also criticised by Friedrich Nietzsche, who rejected the principle of equality, and believed that law emanates from the will to power, and cannot be labeled as "moral" or "immoral".In 1934, the Austrian philosopher Hans Kelsen continued the positivist tradition in his book the Pure Theory of Law. Kelsen believed that although law is separate from morality, it is endowed with "normativity", meaning we ought to obey it. While laws are positive "is" statements (e.g. the fine for reversing on a highway is €500); law tells us what we "should" do. Thus, each legal system can be hypothesised to have a basic norm (Grundnorm) instructing us to obey. Kelsen's major opponent, Carl Schmitt, rejected both positivism and the idea of the rule of law because he did not accept the primacy of abstract normative principles over concrete political positions and decisions. Therefore, Schmitt advocated a jurisprudence of the exception (state of emergency), which denied that legal norms could encompass all of the political experience.Later in the 20th century, H. L. A. Hart attacked Austin for his simplifications and Kelsen for his fictions in The Concept of Law. Hart argued law is a system of rules, divided into primary (rules of conduct) and secondary ones (rules addressed to officials to administer primary rules). Secondary rules are further divided into rules of adjudication (to resolve legal disputes), rules of change (allowing laws to be varied) and the rule of recognition (allowing laws to be identified as valid). Two of Hart's students continued the debate: In his book Law's Empire, Ronald Dworkin attacked Hart and the positivists for their refusal to treat law as a moral issue. Dworkin argues that law is an "interpretive concept" that requires judges to find the best fitting and most just solution to a legal dispute, given their Anglo-American constitutional traditions. Joseph Raz, on the other hand, defended the positivist outlook and criticised Hart's "soft social thesis" approach in The Authority of Law. Raz argues that law is authority, identifiable purely through social sources and without reference to moral reasoning. In his view, any categorisation of rules beyond their role as authoritative instruments in mediation are best left to sociology, rather than jurisprudence.
== History ==
The history of law links closely to the development of civilization. Ancient Egyptian law, dating as far back as 3000 BC, was based on the concept of Ma'at and characterised by tradition, rhetorical speech, social equality and impartiality. By the 22nd century BC, the ancient Sumerian ruler Ur-Nammu had formulated the first law code, which consisted of casuistic statements ("if … then ..."). Around 1760 BC, King Hammurabi further developed Babylonian law, by codifying and inscribing it in stone. Hammurabi placed several copies of his law code throughout the kingdom of Babylon as stelae, for the entire public to see; this became known as the Codex Hammurabi. The most intact copy of these stelae was discovered in the 19th century by British Assyriologists, and has since been fully transliterated and translated into various languages, including English, Italian, German, and French.The Old Testament dates back to 1280 BC and takes the form of moral imperatives as recommendations for a good society. The small Greek city-state, ancient Athens, from about the 8th century BC was the first society to be based on broad inclusion of its citizenry, excluding women and enslaved people. However, Athens had no legal science or single word for "law", relying instead on the three-way distinction between divine law (thémis), human decree (nomos) and custom (díkē). Yet Ancient Greek law contained major constitutional innovations in the development of democracy.Roman law was heavily influenced by Greek philosophy, but its detailed rules were developed by professional jurists and were highly sophisticated. Over the centuries between the rise and decline of the Roman Empire, law was adapted to cope with the changing social situations and underwent major codification under Theodosius II and Justinian I. Although codes were replaced by custom and case law during the Early Middle Ages, Roman law was rediscovered around the 11th century when medieval legal scholars began to research Roman codes and adapt their concepts to the canon law, giving birth to the jus commune. Latin legal maxims (called brocards) were compiled for guidance. In medieval England, royal courts developed a body of precedent which later became the common law. A Europe-wide Law Merchant was formed so that merchants could trade with common standards of practice rather than with the many splintered facets of local laws. The Law Merchant, a precursor to modern commercial law, emphasised the freedom to contract and alienability of property. As nationalism grew in the 18th and 19th centuries, the Law Merchant was incorporated into countries' local law under new civil codes. The Napoleonic and German Codes became the most influential. In contrast to English common law, which consists of enormous tomes of case law, codes in small books are easy to export and easy for judges to apply. However, today there are signs that civil and common law are converging. EU law is codified in treaties, but develops through de facto precedent laid down by the European Court of Justice.
Ancient India and China represent distinct traditions of law, and have historically had independent schools of legal theory and practice. The Arthashastra, probably compiled around 100 AD (although it contains older material), and the Manusmriti (c. 100–300 AD) were foundational treatises in India, and comprise texts considered authoritative legal guidance. Manu's central philosophy was tolerance and pluralism, and was cited across Southeast Asia. During the Muslim conquests in the Indian subcontinent, sharia was established by the Muslim sultanates and empires, most notably Mughal Empire's Fatawa-e-Alamgiri, compiled by emperor Aurangzeb and various scholars of Islam. In India, the Hindu legal tradition, along with Islamic law, were both supplanted by common law when India became part of the British Empire. Malaysia, Brunei, Singapore and Hong Kong also adopted the common law system. The eastern Asia legal tradition reflects a unique blend of secular and religious influences. Japan was the first country to begin modernising its legal system along western lines, by importing parts of the French, but mostly the German Civil Code. This partly reflected Germany's status as a rising power in the late 19th century.
Similarly, traditional Chinese law gave way to westernisation towards the final years of the Qing Dynasty in the form of six private law codes based mainly on the Japanese model of German law. Today Taiwanese law retains the closest affinity to the codifications from that period, because of the split between Chiang Kai-shek's nationalists, who fled there, and Mao Zedong's communists who won control of the mainland in 1949. The current legal infrastructure in the People's Republic of China was heavily influenced by Soviet Socialist law, which essentially prioritises administrative law at the expense of private law rights. Due to rapid industrialisation, today China is undergoing a process of reform, at least in terms of economic, if not social and political, rights. A new contract code in 1999 represented a move away from administrative domination. Furthermore, after negotiations lasting fifteen years, in 2001 China joined the World Trade Organization.
== Legal systems ==
In general, legal systems can be split between civil law and common law systems. Modern scholars argue that the significance of this distinction has progressively declined. The numerous legal transplants, typical of modern law, result in the sharing of many features traditionally considered typical of either common law or civil law. The third type of legal system is religious law, based on scriptures. The specific system that a country is ruled by is often determined by its history, connections with other countries, or its adherence to international standards. The sources that jurisdictions adopt as authoritatively binding are the defining features of any legal system.
=== Civil law ===
Civil law is the legal system used in most countries around the world today. In civil law the sources recognised as authoritative are, primarily, legislation—especially codifications in constitutions or statutes passed by government—and custom. Codifications date back millennia, with one early example being the Babylonian Codex Hammurabi. Modern civil law systems essentially derive from legal codes issued by Byzantine Emperor Justinian I in the 6th century, which were rediscovered by 11th century Italy. Roman law in the days of the Roman Republic and Empire was heavily procedural, and lacked a professional legal class. Instead a lay magistrate, iudex, was chosen to adjudicate. Decisions were not published in any systematic way, so any case law that developed was disguised and almost unrecognised. Each case was to be decided afresh from the laws of the State, which mirrors the (theoretical) unimportance of judges' decisions for future cases in civil law systems today. From 529 to 534 AD the Byzantine Emperor Justinian I codified and consolidated Roman law up until that point, so that what remained was one-twentieth of the mass of legal texts from before. This became known as the Corpus Juris Civilis. As one legal historian wrote, "Justinian consciously looked back to the golden age of Roman law and aimed to restore it to the peak it had reached three centuries before." The Justinian Code remained in force in the East until the fall of the Byzantine Empire. Western Europe, meanwhile, relied on a mix of the Theodosian Code and Germanic customary law until the Justinian Code was rediscovered in the 11th century, which scholars at the University of Bologna used to interpret their own laws. Civil law codifications based closely on Roman law, alongside some influences from religious laws such as canon law, continued to spread throughout Europe until the Enlightenment. Then, in the 19th century, both France, with the Code Civil, and Germany, with the Bürgerliches Gesetzbuch, modernised their legal codes. Both these codes heavily influenced not only the law systems of the countries in continental Europe, but also the Japanese and Korean legal traditions. Today, countries that have civil law systems range from Russia and Turkey to most of Central and Latin America.
==== Anarchist and socialist law ====
Anarchist law primarily deals with how anarchism is implemented upon a society, the framework based on decentralized organizations and mutual aid, with representation through a form of direct democracy. Laws being based upon their need. A large portion of anarchist ideologies such as anarcho-syndicalism and anarcho-communism primarily focuses on decentralized worker unions, cooperatives and syndicates as the main instrument of society.Socialist law is the legal systems in communist states such as the former Soviet Union and the People's Republic of China. Academic opinion is divided on whether it is a separate system from civil law, given major deviations based on Marxist–Leninist ideology, such as subordinating the judiciary to the executive ruling party.
=== Common law and equity ===
In common law legal systems, decisions by courts are explicitly acknowledged as "law" on equal footing with legislative statutes and executive regulations. The "doctrine of precedent", or stare decisis (Latin for "to stand by decisions") means that decisions by higher courts bind lower courts to assure that similar cases reach similar results. In contrast, in civil law systems, legislative statutes are typically more detailed, and judicial decisions are shorter and less detailed, because the adjudicator is only writing to decide the single case, rather than to set out reasoning that will guide future courts.
Common law originated from England and has been inherited by almost every country once tied to the British Empire (except Malta, Scotland, the U.S. state of Louisiana, and the Canadian province of Quebec). In medieval England during the Norman conquest, the law varied shire-to-shire based on disparate tribal customs. The concept of a "common law" developed during the reign of Henry II during the late 12th century, when Henry appointed judges that had authority to create an institutionalised and unified system of law common to the country. The next major step in the evolution of the common law came when King John was forced by his barons to sign a document limiting his authority to pass laws. This "great charter" or Magna Carta of 1215 also required that the King's entourage of judges hold their courts and judgments at "a certain place" rather than dispensing autocratic justice in unpredictable places about the country. A concentrated and elite group of judges acquired a dominant role in law-making under this system, and compared to its European counterparts the English judiciary became highly centralised. In 1297, for instance, while the highest court in France had fifty-one judges, the English Court of Common Pleas had five. This powerful and tight-knit judiciary gave rise to a systematised process of developing common law.As time went on, many felt that the common law was overly systematised and inflexible, and increasing numbers of citizens petitioned the King to override the common law. On the King's behalf, the Lord Chancellor started giving judgments to do what was equitable in a case. From the time of Sir Thomas More, the first lawyer to be appointed as Lord Chancellor, a systematic body of equity grew up alongside the rigid common law, and developed its own Court of Chancery. At first, equity was often criticised as erratic. Over time, courts of equity developed solid principles, especially under Lord Eldon. In the 19th century in England, and in 1937 in the U.S., the two systems were merged.
In developing the common law, academic writings have always played an important part, both to collect overarching principles from dispersed case law, and to argue for change. William Blackstone, from around 1760, was the first scholar to collect, describe, and teach the common law. But merely in describing, scholars who sought explanations and underlying structures slowly changed the way the law actually worked.
=== Religious law ===
Religious law is explicitly based on religious precepts. Examples include the Jewish Halakha and Islamic Sharia—both of which translate as the "path to follow". Christian canon law also survives in some church communities. Often the implication of religion for law is unalterability, because the word of God cannot be amended or legislated against by judges or governments. Nonetheless, most religious jurisdictions rely on further human elaboration to provide for thorough and detailed legal systems. For instance, the Quran has some law, and it acts as a source of further law through interpretation, Qiyas (reasoning by analogy), Ijma (consensus) and precedent. This is mainly contained in a body of law and jurisprudence known as Sharia and Fiqh respectively. Another example is the Torah or Old Testament, in the Pentateuch or Five Books of Moses. This contains the basic code of Jewish law, which some Israeli communities choose to use. The Halakha is a code of Jewish law that summarizes some of the Talmud's interpretations.
A number of countries are sharia jurisdictions. Israeli law allows litigants to use religious laws only if they choose. Canon law is only in use by members of the Catholic Church, the Eastern Orthodox Church and the Anglican Communion.
==== Canon law ====
Canon law (Ancient Greek: κανών, romanized: kanon, lit. 'a straight measuring rod; a ruler') is a set of ordinances and regulations made by ecclesiastical authority, for the government of a Christian organisation or church and its members. It is the internal ecclesiastical law governing the Catholic Church, the Eastern Orthodox Church, the Oriental Orthodox Churches, and the individual national churches within the Anglican Communion. The way that such church law is legislated, interpreted and at times adjudicated varies widely among these three bodies of churches. In all three traditions, a canon was originally a rule adopted by a church council; these canons formed the foundation of canon law.
The Catholic Church has the oldest continuously functioning legal system in the western world, predating the evolution of modern European civil law and common law systems. The 1983 Code of Canon Law governs the Latin Church sui juris. The Eastern Catholic Churches, which developed different disciplines and practices, are governed by the Code of Canons of the Eastern Churches. The canon law of the Catholic Church influenced the common law during the medieval period through its preservation of Roman law doctrine such as the presumption of innocence.
==== Sharia law ====
Until the 18th century, Sharia law was practiced throughout the Muslim world in a non-codified form, with the Ottoman Empire's Mecelle code in the 19th century being a first attempt at codifying elements of Sharia law. Since the mid-1940s, efforts have been made, in country after country, to bring Sharia law more into line with modern conditions and conceptions. In modern times, the legal systems of many Muslim countries draw upon both civil and common law traditions as well as Islamic law and custom. The constitutions of certain Muslim states, such as Egypt and Afghanistan, recognise Islam as the religion of the state, obliging legislature to adhere to Sharia. Saudi Arabia recognises Quran as its constitution, and is governed on the basis of Islamic law. Iran has also witnessed a reiteration of Islamic law into its legal system after 1979. During the last few decades, one of the fundamental features of the movement of Islamic resurgence has been the call to restore the Sharia, which has generated a vast amount of literature and affected world politics.
== Legal methods ==
There are distinguished methods of legal reasoning (applying the law) and methods of interpreting (construing) the law. The former are legal syllogism, which holds sway in civil law legal systems, analogy, which is present in common law legal systems, especially in the US, and argumentative theories that occur in both systems. The latter are different rules (directives) of legal interpretation such as directives of linguistic interpretation, teleological interpretation or systemic interpretation as well as more specific rules, for instance, golden rule or mischief rule. There are also many other arguments and cannons of interpretation which altogether make statutory interpretation possible.
Law professor and former United States Attorney General Edward H. Levi noted that the "basic pattern of legal reasoning is reasoning by example"—that is, reasoning by comparing outcomes in cases resolving similar legal questions. In a U.S. Supreme Court case regarding procedural efforts taken by a debt collection company to avoid errors, Justice Sotomayor cautioned that "legal reasoning is not a mechanical or strictly linear process".Jurimetrics is the formal application of quantitative methods, especially probability and statistics, to legal questions. The use of statistical methods in court cases and law review articles has grown massively in importance in the last few decades.
== Legal institutions ==
The main institutions of law in industrialised countries are independent courts, representative parliaments, an accountable executive, the military and police, bureaucratic organisation, the legal profession and civil society itself. John Locke, in his Two Treatises of Government, and Baron de Montesquieu in The Spirit of the Laws, advocated for a separation of powers between the political, legislature and executive bodies. Their principle was that no person should be able to usurp all powers of the state, in contrast to the absolutist theory of Thomas Hobbes' Leviathan. Sun Yat-sen's Five Power Constitution for the Republic of China took the separation of powers further by having two additional branches of government—a Control Yuan for auditing oversight and an Examination Yuan to manage the employment of public officials.Max Weber and others reshaped thinking on the extension of state. Modern military, policing and bureaucratic power over ordinary citizens' daily lives pose special problems for accountability that earlier writers such as Locke or Montesquieu could not have foreseen. The custom and practice of the legal profession is an important part of people's access to justice, whilst civil society is a term used to refer to the social institutions, communities and partnerships that form law's political basis.
=== Judiciary ===
A judiciary is a number of judges mediating disputes to determine outcome. Most countries have systems of appeal courts, with an apex court as the ultimate judicial authority. In the United States, this authority is the Supreme Court; in Australia, the High Court; in India, the Supreme Court of India;in the UK, the Supreme Court; in Germany, the Bundesverfassungsgericht; and in France, the Cour de Cassation. For most European countries the European Court of Justice in Luxembourg can overrule national law, when EU law is relevant. The European Court of Human Rights in Strasbourg allows citizens of the Council of Europe member states to bring cases relating to human rights issues before it.Some countries allow their highest judicial authority to overrule legislation they determine to be unconstitutional. For example, in Brown v. Board of Education, the United States Supreme Court nullified many state statutes that had established racially segregated schools, finding such statutes to be incompatible with the Fourteenth Amendment to the United States Constitution.A judiciary is theoretically bound by the constitution, just as all other government bodies are. In most countries judges may only interpret the constitution and all other laws. But in common law countries, where matters are not constitutional, the judiciary may also create law under the doctrine of precedent. The UK, Finland and New Zealand assert the ideal of parliamentary sovereignty, whereby the unelected judiciary may not overturn law passed by a democratic legislature.In communist states, such as China, the courts are often regarded as parts of the executive, or subservient to the legislature; governmental institutions and actors exert thus various forms of influence on the judiciary. In Muslim countries, courts often examine whether state laws adhere to the Sharia: the Supreme Constitutional Court of Egypt may invalidate such laws, and in Iran the Guardian Council ensures the compatibility of the legislation with the "criteria of Islam".
=== Legislature ===
Prominent examples of legislatures are the Houses of Parliament in London, the Congress in Washington, D.C., the Bundestag in Berlin, the Duma in Moscow, the Parlamento Italiano in Rome and the Assemblée nationale in Paris. By the principle of representative government people vote for politicians to carry out their wishes. Although countries like Israel, Greece, Sweden and China are unicameral, most countries are bicameral, meaning they have two separately appointed legislative houses.In the 'lower house' politicians are elected to represent smaller constituencies. The 'upper house' is usually elected to represent states in a federal system (as in Australia, Germany or the United States) or different voting configuration in a unitary system (as in France). In the UK the upper house is appointed by the government as a house of review. One criticism of bicameral systems with two elected chambers is that the upper and lower houses may simply mirror one another. The traditional justification of bicameralism is that an upper chamber acts as a house of review. This can minimise arbitrariness and injustice in governmental action.To pass legislation, a majority of the members of a legislature must vote for a bill (proposed law) in each house. Normally there will be several readings and amendments proposed by the different political factions. If a country has an entrenched constitution, a special majority for changes to the constitution may be required, making changes to the law more difficult. A government usually leads the process, which can be formed from Members of Parliament (e.g. the UK or Germany). However, in a presidential system, the government is usually formed by an executive and his or her appointed cabinet officials (e.g. the United States or Brazil).
=== Executive ===
The executive in a legal system serves as the centre of political authority of the State. In a parliamentary system, as with Britain, Italy, Germany, India, and Japan, the executive is known as the cabinet, and composed of members of the legislature. The executive is led by the head of government, whose office holds power under the confidence of the legislature. Because popular elections appoint political parties to govern, the leader of a party can change in between elections.The head of state is apart from the executive, and symbolically enacts laws and acts as representative of the nation. Examples include the President of Germany (appointed by members of federal and state legislatures), the Queen of the United Kingdom (an hereditary office), and the President of Austria (elected by popular vote). The other important model is the presidential system, found in the United States and in Brazil. In presidential systems, the executive acts as both head of state and head of government, and has power to appoint an unelected cabinet. Under a presidential system, the executive branch is separate from the legislature to which it is not accountable.Although the role of the executive varies from country to country, usually it will propose the majority of legislation, and propose government agenda. In presidential systems, the executive often has the power to veto legislation. Most executives in both systems are responsible for foreign relations, the military and police, and the bureaucracy. Ministers or other officials head a country's public offices, such as a foreign ministry or defence ministry. The election of a different executive is therefore capable of revolutionising an entire country's approach to government.
=== Military and police ===
While military organisations have existed as long as government itself, the idea of a standing police force is a relatively modern concept. For example, Medieval England's system of travelling criminal courts, or assizes, used show trials and public executions to instill communities with fear to maintain control. The first modern police were probably those in 17th-century Paris, in the court of Louis XIV, although the Paris Prefecture of Police claim they were the world's first uniformed policemen.Max Weber famously argued that the state is that which controls the monopoly on the legitimate use of force. The military and police carry out enforcement at the request of the government or the courts. The term failed state refers to states that cannot implement or enforce policies; their police and military no longer control security and order and society moves into anarchy, the absence of government.
=== Bureaucracy ===
The etymology of bureaucracy derives from the French word for office (bureau) and the Ancient Greek for word power (kratos). Like the military and police, a legal system's government servants and bodies that make up its bureaucracy carry out the directives of the executive. One of the earliest references to the concept was made by Baron de Grimm, a German author who lived in France. In 1765, he wrote:
The real spirit of the laws in France is that bureaucracy of which the late Monsieur de Gournay used to complain so greatly; here the offices, clerks, secretaries, inspectors and intendants are not appointed to benefit the public interest, indeed the public interest appears to have been established so that offices might exist.
Cynicism over "officialdom" is still common, and the workings of public servants is typically contrasted to private enterprise motivated by profit. In fact private companies, especially large ones, also have bureaucracies. Negative perceptions of "red tape" aside, public services such as schooling, health care, policing or public transport are considered a crucial state function making public bureaucratic action the locus of government power.Writing in the early 20th century, Max Weber believed that a definitive feature of a developed state had come to be its bureaucratic support. Weber wrote that the typical characteristics of modern bureaucracy are that officials define its mission, the scope of work is bound by rules, and management is composed of career experts who manage top down, communicating through writing and binding public servants' discretion with rules.
=== Legal profession ===
A corollary of the rule of law is the existence of a legal profession sufficiently autonomous to invoke the authority of the independent judiciary; the right to assistance of a barrister in a court proceeding emanates from this corollary—in England the function of barrister or advocate is distinguished from legal counselor. As the European Court of Human Rights has stated, the law should be adequately accessible to everyone and people should be able to foresee how the law affects them.In order to maintain professionalism, the practice of law is typically overseen by either a government or independent regulating body such as a bar association, bar council or law society. Modern lawyers achieve distinct professional identity through specified legal procedures (e.g. successfully passing a qualifying examination), are required by law to have a special qualification (a legal education earning the student a Bachelor of Laws, a Bachelor of Civil Law, or a Juris Doctor degree. Higher academic degrees may also be pursued. Examples include a Master of Laws, a Master of Legal Studies, a Bar Professional Training Course or a Doctor of Laws.), and are constituted in office by legal forms of appointment (being admitted to the bar). There are few titles of respect to signify famous lawyers, such as Esquire, to indicate barristers of greater dignity, and Doctor of law, to indicate a person who obtained a PhD in Law.
Many Muslim countries have developed similar rules about legal education and the legal profession, but some still allow lawyers with training in traditional Islamic law to practice law before personal status law courts. In China and other developing countries there are not sufficient professionally trained people to staff the existing judicial systems, and, accordingly, formal standards are more relaxed.Once accredited, a lawyer will often work in a law firm, in a chambers as a sole practitioner, in a government post or in a private corporation as an internal counsel. In addition a lawyer may become a legal researcher who provides on-demand legal research through a library, a commercial service or freelance work. Many people trained in law put their skills to use outside the legal field entirely.Significant to the practice of law in the common law tradition is the legal research to determine the current state of the law. This usually entails exploring case-law reports, legal periodicals and legislation. Law practice also involves drafting documents such as court pleadings, persuasive briefs, contracts, or wills and trusts. Negotiation and dispute resolution skills (including ADR techniques) are also important to legal practice, depending on the field.
=== Civil society ===
The Classical republican concept of "civil society" dates back to Hobbes and Locke. Locke saw civil society as people who have "a common established law and judicature to appeal to, with authority to decide controversies between them." German philosopher Georg Wilhelm Friedrich Hegel distinguished the "state" from "civil society" (German: bürgerliche Gesellschaft) in Elements of the Philosophy of Right.Hegel believed that civil society and the state were polar opposites, within the scheme of his dialectic theory of history. The modern dipole state–civil society was reproduced in the theories of Alexis de Tocqueville and Karl Marx. In post-modern theory, civil society is necessarily a source of law, by being the basis from which people form opinions and lobby for what they believe law should be. As Australian barrister and author Geoffrey Robertson QC wrote of international law, "one of its primary modern sources is found in the responses of ordinary men and women, and of the non-governmental organizations which many of them support, to the human rights abuses they see on the television screen in their living rooms."Freedom of speech, freedom of association and many other individual rights allow people to gather, discuss, criticise and hold to account their governments, from which the basis of a deliberative democracy is formed. The more people are involved with, concerned by and capable of changing how political power is exercised over their lives, the more acceptable and legitimate the law becomes to the people. The most familiar institutions of civil society include economic markets, profit-oriented firms, families, trade unions, hospitals, universities, schools, charities, debating clubs, non-governmental organisations, neighbourhoods, churches, and religious associations. There is no clear legal definition of the civil society, and of the institutions it includes. Most of the institutions and bodies who try to give a list of institutions (such as the European Economic and Social Committee) exclude the political parties.
== Areas of law ==
All legal systems deal with the same basic issues, but jurisdictions categorise and identify their legal topics in different ways. A common distinction is that between "public law" (a term related closely to the state, and including constitutional, administrative and criminal law), and "private law" (which covers contract, tort and property). In civil law systems, contract and tort fall under a general law of obligations, while trusts law is dealt with under statutory regimes or international conventions. International, constitutional and administrative law, criminal law, contract, tort, property law and trusts are regarded as the "traditional core subjects", although there are many further disciplines.
=== International law ===
International law can refer to three things: public international law, private international law or conflict of laws and the law of supranational organisations.
Public international law concerns relationships between sovereign nations. The sources for public international law development are custom, practice and treaties between sovereign nations, such as the Geneva Conventions. Public international law can be formed by international organisations, such as the United Nations (which was established after the failure of the League of Nations to prevent World War II), the International Labour Organisation, the World Trade Organisation (WTO), or the International Monetary Fund. Public international law has a special status as law because there is no international police force, and courts (e.g. the International Court of Justice as the primary UN judicial organ) lack the capacity to penalise disobedience. The prevailing manner of enforcing international law is still essentially "self help"; that is the reaction by states to alleged breaches of international obligations by other states. However, a few bodies, such as the WTO, have effective systems of binding arbitration and dispute resolution backed up by trade sanctions.
Conflict of laws, or private international law in civil law countries, concerns which jurisdiction a legal dispute between private parties should be heard in and which jurisdiction's law should be applied. Today, businesses are increasingly capable of shifting capital and labour supply chains across borders, as well as trading with overseas businesses, making the question of which country has jurisdiction even more pressing. Increasing numbers of businesses opt for commercial arbitration under the New York Convention 1958.
European Union law is the first and so far the only example of a supranational law, i.e. an internationally accepted legal system, other than the United Nations and the World Trade Organization. Given the trend of increasing global economic integration, many regional agreements—especially the African Union—seek to follow a similar model. In the EU, sovereign nations have gathered their authority in a system of courts and the European Parliament. These institutions are allowed the ability to enforce legal norms both against or for member states and citizens in a manner which is not possible through public international law. As the European Court of Justice noted in its 1963 Van Gend en Loos decision, European Union law constitutes "a new legal order of international law" for the mutual social and economic benefit of the member states.
=== Constitutional and administrative law ===
Constitutional and administrative law govern the affairs of the state. Constitutional law concerns both the relationships between the executive, legislature and judiciary and the human rights or civil liberties of individuals against the state. Most jurisdictions, like the United States and France, have a single codified constitution with a bill of rights. A few, like the United Kingdom, have no such document. A "constitution" is simply those laws which constitute the body politic, from statute, case law and convention. A case named Entick v Carrington illustrates a constitutional principle deriving from the common law. Entick's house was searched and ransacked by Sheriff Carrington. When Entick complained in court, Sheriff Carrington argued that a warrant from a Government minister, the Earl of Halifax, was valid authority. However, there was no written statutory provision or court authority. The leading judge, Lord Camden, stated:
The great end, for which men entered into society, was to secure their property. That right is preserved sacred and incommunicable in all instances, where it has not been taken away or abridged by some public law for the good of the whole ... If no excuse can be found or produced, the silence of the books is an authority against the defendant, and the plaintiff must have judgment.
The fundamental constitutional principle, inspired by John Locke, holds that the individual can do anything except that which is forbidden by law, and the state may do nothing except that which is authorised by law. Administrative law is the chief method for people to hold state bodies to account. People can sue an agency, local council, public service, or government ministry for judicial review of actions or decisions, to ensure that they comply with the law, and that the government entity observed required procedure. The first specialist administrative court was the Conseil d'État set up in 1799, as Napoleon assumed power in France.A subdiscipline of constitutional law is election law. It deals with rules governing elections. These rules enable the translation of the will of the people into functioning democracies. Election law addresses issues who is entitled to vote, voter registration, ballot access, campaign finance and party funding, redistricting, apportionment, electronic voting and voting machines, accessibility of elections, election systems and formulas, vote counting, election disputes, referendums, and issues such as electoral fraud and electoral silence.
=== Criminal law ===
Criminal law, also known as penal law, pertains to crimes and punishment. It thus regulates the definition of and penalties for offences found to have a sufficiently deleterious social impact but, in itself, makes no moral judgment on an offender nor imposes restrictions on society that physically prevent people from committing a crime in the first place. Investigating, apprehending, charging, and trying suspected offenders is regulated by the law of criminal procedure. The paradigm case of a crime lies in the proof, beyond reasonable doubt, that a person is guilty of two things. First, the accused must commit an act which is deemed by society to be criminal, or actus reus (guilty act). Second, the accused must have the requisite malicious intent to do a criminal act, or mens rea (guilty mind). However, for so called "strict liability" crimes, an actus reus is enough. Criminal systems of the civil law tradition distinguish between intention in the broad sense (dolus directus and dolus eventualis), and negligence. Negligence does not carry criminal responsibility unless a particular crime provides for its punishment.Examples of crimes include murder, assault, fraud and theft. In exceptional circumstances defences can apply to specific acts, such as killing in self defence, or pleading insanity. Another example is in the 19th-century English case of R v Dudley and Stephens, which tested a defence of "necessity". The Mignonette, sailing from Southampton to Sydney, sank. Three crew members and Richard Parker, a 17-year-old cabin boy, were stranded on a raft. They were starving and the cabin boy was close to death. Driven to extreme hunger, the crew killed and ate the cabin boy. The crew survived and were rescued, but put on trial for murder. They argued it was necessary to kill the cabin boy to preserve their own lives. Lord Coleridge, expressing immense disapproval, ruled, "to preserve one's life is generally speaking a duty, but it may be the plainest and the highest duty to sacrifice it." The men were sentenced to hang, but public opinion was overwhelmingly supportive of the crew's right to preserve their own lives. In the end, the Crown commuted their sentences to six months in jail.Criminal law offences are viewed as offences against not just individual victims, but the community as well. The state, usually with the help of police, takes the lead in prosecution, which is why in common law countries cases are cited as "The People v ..." or "R (for Rex or Regina) v ...". Also, lay juries are often used to determine the guilt of defendants on points of fact: juries cannot change legal rules. Some developed countries still condone capital punishment for criminal activity, but the normal punishment for a crime will be imprisonment, fines, state supervision (such as probation), or community service. Modern criminal law has been affected considerably by the social sciences, especially with respect to sentencing, legal research, legislation, and rehabilitation. On the international field, 111 countries are members of the International Criminal Court, which was established to try people for crimes against humanity.
=== Contract law ===
Contract law concerns enforceable promises, and can be summed up in the Latin phrase pacta sunt servanda (agreements must be kept). In common law jurisdictions, three key elements to the creation of a contract are necessary: offer and acceptance, consideration and the intention to create legal relations. In Carlill v Carbolic Smoke Ball Company a medical firm advertised that its new wonder drug, the smokeball, would cure people's flu, and if it did not, the buyers would get £100. Many people sued for their £100 when the drug did not work. Fearing bankruptcy, Carbolic argued the advert was not to be taken as a serious, legally binding offer. It was an invitation to treat, mere puffery, a gimmick. But the Court of Appeal held that to a reasonable man Carbolic had made a serious offer, accentuated by their reassuring statement, "£1000 is deposited". Equally, people had given good consideration for the offer by going to the "distinct inconvenience" of using a faulty product. "Read the advertisement how you will, and twist it about as you will", said Lord Justice Lindley, "here is a distinct promise expressed in language which is perfectly unmistakable".Consideration indicates the fact that all parties to a contract have exchanged something of value. Some common law systems, including Australia, are moving away from the idea of consideration as a requirement. The idea of estoppel or culpa in contrahendo, can be used to create obligations during pre-contractual negotiations.Civil law jurisdictions treat contracts differently in a number of respects, with a more interventionist role for the state in both the formation and enforcement of contracts. Compared to common law jurisdictions, civil law systems incorporate more mandatory terms into contracts, allow greater latitude for courts to interpret and revise contract terms and impose a stronger duty of good faith, but are also more likely to enforce penalty clauses and specific performance of contracts. They also do not require consideration for a contract to be binding. In France, an ordinary contract is said to form simply on the basis of a "meeting of the minds" or a "concurrence of wills". Germany has a special approach to contracts, which ties into property law. Their 'abstraction principle' (Abstraktionsprinzip) means that the personal obligation of contract forms separately from the title of property being conferred. When contracts are invalidated for some reason (e.g. a car buyer is so drunk that he lacks legal capacity to contract) the contractual obligation to pay can be invalidated separately from the proprietary title of the car. Unjust enrichment law, rather than contract law, is then used to restore title to the rightful owner.
=== Torts and delicts ===
Certain civil wrongs are grouped together as torts under common law systems and delicts under civil law systems. To have acted tortiously, one must have breached a duty to another person, or infringed some pre-existing legal right. A simple example might be unintentionally hitting someone with a cricket ball. Under the law of negligence, the most common form of tort, the injured party could potentially claim compensation for their injuries from the party responsible. The principles of negligence are illustrated by Donoghue v Stevenson. A friend of Donoghue ordered an opaque bottle of ginger beer (intended for the consumption of Donoghue) in a café in Paisley. Having consumed half of it, Donoghue poured the remainder into a tumbler. The decomposing remains of a snail floated out. She claimed to have suffered from shock, fell ill with gastroenteritis and sued the manufacturer for carelessly allowing the drink to be contaminated. The House of Lords decided that the manufacturer was liable for Mrs Donoghue's illness. Lord Atkin took a distinctly moral approach and said:
The liability for negligence [...] is no doubt based upon a general public sentiment of moral wrongdoing for which the offender must pay. [...] The rule that you are to love your neighbour becomes in law, you must not injure your neighbour; and the lawyer's question, Who is my neighbour? receives a restricted reply. You must take reasonable care to avoid acts or omissions which you can reasonably foresee would be likely to injure your neighbour.
This became the basis for the four principles of negligence, namely that:
Stevenson owed Donoghue a duty of care to provide safe drinks;
he breached his duty of care;
the harm would not have occurred but for his breach; and
his act was the proximate cause of her harm.Another example of tort might be a neighbour making excessively loud noises with machinery on his property. Under a nuisance claim the noise could be stopped. Torts can also involve intentional acts such as assault, battery or trespass. A better known tort is defamation, which occurs, for example, when a newspaper makes unsupportable allegations that damage a politician's reputation. More infamous are economic torts, which form the basis of labour law in some countries by making trade unions liable for strikes, when statute does not provide immunity.
=== Property law ===
Property law governs ownership and possession. Real property, sometimes called 'real estate', refers to ownership of land and things attached to it. Personal property, refers to everything else; movable objects, such as computers, cars, jewelry or intangible rights, such as stocks and shares. A right in rem is a right to a specific piece of property, contrasting to a right in personam which allows compensation for a loss, but not a particular thing back. Land law forms the basis for most kinds of property law, and is the most complex. It concerns mortgages, rental agreements, licences, covenants, easements and the statutory systems for land registration. Regulations on the use of personal property fall under intellectual property, company law, trusts and commercial law. An example of a basic case of most property law is Armory v Delamirie [1722]. A chimney sweep's boy found a jewel encrusted with precious stones. He took it to a goldsmith to have it valued. The goldsmith's apprentice looked at it, sneakily removed the stones, told the boy it was worth three halfpence and that he would buy it. The boy said he would prefer the jewel back, so the apprentice gave it to him, but without the stones. The boy sued the goldsmith for his apprentice's attempt to cheat him. Lord Chief Justice Pratt ruled that even though the boy could not be said to own the jewel, he should be considered the rightful keeper ("finders keepers") until the original owner is found. In fact the apprentice and the boy both had a right of possession in the jewel (a technical concept, meaning evidence that something could belong to someone), but the boy's possessory interest was considered better, because it could be shown to be first in time. Possession may be nine-tenths of the law, but not all.
This case is used to support the view of property in common law jurisdictions, that the person who can show the best claim to a piece of property, against any contesting party, is the owner. By contrast, the classic civil law approach to property, propounded by Friedrich Carl von Savigny, is that it is a right good against the world. Obligations, like contracts and torts, are conceptualised as rights good between individuals. The idea of property raises many further philosophical and political issues. Locke argued that our "lives, liberties and estates" are our property because we own our bodies and mix our labour with our surroundings.
=== Equity and trusts ===
Equity is a body of rules that developed in England separately from the "common law". The common law was administered by judges and barristers. The Lord Chancellor on the other hand, as the King's keeper of conscience, could overrule the judge-made law if he thought it equitable to do so. This meant equity came to operate more through principles than rigid rules. Whereas neither the common law nor civil law systems allow people to split the ownership from the control of one piece of property, equity allows this through an arrangement known as a trust. Trustees control property whereas the beneficial, or equitable, ownership of trust property is held by people known as beneficiaries. Trustees owe duties to their beneficiaries to take good care of the entrusted property. In the early case of Keech v Sandford [1722], a child had inherited the lease on a market in Romford, London. Mr Sandford was entrusted to look after this property until the child matured. But before then, the lease expired. The landlord had (apparently) told Mr Sandford that he did not want the child to have the renewed lease. Yet the landlord was happy (apparently) to give Mr Sandford the opportunity of the lease instead. Mr Sandford took it. When the child (now Mr Keech) grew up, he sued Mr Sandford for the profit that he had been making by getting the market's lease. Mr Sandford was meant to be trusted, but he put himself in a position of conflict of interest. The Lord Chancellor, Lord King, agreed and ordered Mr Sandford should disgorge his profits. He wrote: "I very well see, if a trustee, on the refusal to renew, might have a lease to himself few trust-estates would be renewed. [...] This may seem very hard, that the trustee is the only person of all mankind who might not have the lease; but it is very proper that the rule should be strictly pursued and not at all relaxed."
Lord King LC was worried that trustees might exploit opportunities to use trust property for themselves instead of looking after it. Business speculators using trusts had just recently caused a stock market crash. Strict duties for trustees made their way into company law and were applied to directors and chief executive officers. Another example of a trustee's duty might be to invest property wisely or sell it. This is especially the case for pension funds, the most important form of trust, where investors are trustees for people's savings until retirement. But trusts can also be set up for charitable purposes, famous examples being the British Museum or the Rockefeller Foundation.
=== Further disciplines ===
Law and societyLabour law is the study of a tripartite industrial relationship between worker, employer and trade union. This involves collective bargaining regulation, and the right to strike. Individual employment law refers to workplace rights, such as job security, health and safety or a minimum wage.
Human rights, civil rights and human rights law. These are laid down in codes such as the Universal Declaration of Human Rights, the European Convention on Human Rights (which founded the European Court of Human Rights) and the U.S. Bill of Rights. The Treaty of Lisbon makes the Charter of Fundamental Rights of the European Union legally binding in all member states except Poland and the United Kingdom.
Civil procedure and criminal procedure concern the rules that courts must follow as a trial and appeals proceed. Both concern a citizen's right to a fair trial or hearing.
Evidence law involves which materials are admissible in courts for a case to be built.
Immigration law and nationality law concern the rights of foreigners to live and work in a nation-state that is not their own and to acquire or lose citizenship. Both also involve the right of asylum and the problem of stateless individuals.
Family law covers marriage and divorce proceedings, the rights of children and rights to property and money in the event of separation.
Transactional law is the practice of law concerning business and money.
Biolaw focuses on the intersection of law and the biosciences.Law and commerceCompany law sprang from the law of trusts, on the principle of separating ownership of property and control. The law of the modern company began with the Joint Stock Companies Act 1856, passed in the United Kingdom, which provided investors with a simple registration procedure to gain limited liability under the separate legal personality of the corporation.
Commercial law covers complex contract and property law. The law of agency, insurance law, bills of exchange, insolvency and bankruptcy law and sales law trace back to the medieval Lex Mercatoria. The UK Sale of Goods Act 1979 and the US Uniform Commercial Code are examples of codified common law commercial principles.
Admiralty law and the sea law lay a basic framework for free trade and commerce across the world's oceans and seas, where outside of a country's zone of control. Shipping companies operate through ordinary principles of commercial law, generalised for a global market. Admiralty law also encompasses specialised issues such as salvage, maritime liens, and injuries to passengers.
Intellectual property law aims at safeguarding creators and other producers of intellectual goods and services. These are legal rights (copyrights, trademarks, patents, and related rights) which result from intellectual activity in the industrial, literary and artistic fields.
Space law is a relatively new field dealing with aspects of international law regarding human activities in Earth orbit and outer space. While at first addressing space relations of countries via treaties, increasingly it is addressing areas such as space commercialisation, property, liability, and other issues.Law and regulationTax law involves regulations that concern value added tax, corporate tax, and income tax.
Banking law and financial regulation set minimum standards on the amounts of capital banks must hold, and rules about best practice for investment. This is to insure against the risk of economic crises, such as the Wall Street Crash of 1929.
Regulation deals with the provision of public services and utilities. Water law is one example. Especially since privatisation became popular and took management of services away from public law, private companies doing the jobs previously controlled by government have been bound by varying degrees of social responsibility. Energy, gas, telecomms and water are regulated industries in most OECD countries.
Competition law, known in the United States as antitrust law, is an evolving field that traces as far back as Roman decrees against price fixing and the English restraint of trade doctrine. Modern competition law derives from the U.S. anti-cartel and anti-monopoly statutes (the Sherman Act and Clayton Act) of the turn of the 20th century. It is used to control businesses who attempt to use their economic influence to distort market prices at the expense of consumer welfare.
Consumer law could include anything from regulations on unfair contractual terms and clauses to directives on airline baggage insurance.
Environmental law is increasingly important, especially in light of the Kyoto Protocol and the potential danger of climate change. Environmental protection also serves to penalise polluters within domestic legal systems.
Aviation law deals with all regulations and technical standards applicable to the safe operation of aircraft, and is an essential part both of pilots' training and pilot's operations. It is framed by national civil aviation acts (or laws), themselves mostly aligned with the recommendations or mandatory standards of the International Civil Aviation Organisation or ICAO.
== Intersection with other fields ==
=== Economics ===
In the 18th century, Adam Smith presented a philosophical foundation for explaining the relationship between law and economics. The discipline arose partly out of a critique of trade unions and U.S. antitrust law. The most influential proponents, such as Richard Posner and Oliver Williamson and the so-called Chicago School of economists and lawyers including Milton Friedman and Gary Becker, are generally advocates of deregulation and privatisation, and are hostile to state regulation or what they see as restrictions on the operation of free markets.The most prominent economic analyst of law is 1991 Nobel Prize winner Ronald Coase, whose first major article, The Nature of the Firm (1937), argued that the reason for the existence of firms (companies, partnerships, etc.) is the existence of transaction costs. Rational individuals trade through bilateral contracts on open markets until the costs of transactions mean that using corporations to produce things is more cost-effective. His second major article, The Problem of Social Cost (1960), argued that if we lived in a world without transaction costs, people would bargain with one another to create the same allocation of resources, regardless of the way a court might rule in property disputes. Coase used the example of a nuisance case named Sturges v Bridgman, where a noisy sweetmaker and a quiet doctor were neighbours and went to court to see who should have to move. Coase said that regardless of whether the judge ruled that the sweetmaker had to stop using his machinery, or that the doctor had to put up with it, they could strike a mutually beneficial bargain about who moves that reaches the same outcome of resource distribution. Only the existence of transaction costs may prevent this. So the law ought to pre-empt what would happen, and be guided by the most efficient solution. The idea is that law and regulation are not as important or effective at helping people as lawyers and government planners believe. Coase and others like him wanted a change of approach, to put the burden of proof for positive effects on a government that was intervening in the market, by analysing the costs of action.
=== Sociology ===
The sociology of law examines the interaction of law with society and overlaps with jurisprudence, philosophy of law, social theory and more specialised subjects such as criminology. It is a transdisciplinary and multidisciplinary study focused on the theorisation and empirical study of legal practices and experiences as social phenomena. The institutions of social construction, social norms, dispute processing and legal culture are key areas for inquiry in this knowledge field. In the United States, the field is usually called law and society studies; in Europe, it is more often referred to as socio-legal studies. At first, jurists and legal philosophers were suspicious of sociology of law. Kelsen attacked one of its founders, Eugen Ehrlich, who sought to make clear the differences and connections between positive law, which lawyers learn and apply, and other forms of 'law' or social norms that regulate everyday life, generally preventing conflicts from reaching lawyers and courts. Contemporary research in the sociology of law is concerned with the way that law develops outside discrete state jurisdictions, being produced through social interaction in social arenas, and acquiring a diversity of sources of authority in national and transnational communal networks.
Around 1900, Max Weber defined his "scientific" approach to law, identifying the "legal rational form" as a type of domination, not attributable to personal authority but to the authority of abstract norms. Formal legal rationality was his term for the key characteristic of the kind of coherent and calculable law that was a precondition for modern political developments and the modern bureaucratic state. Weber saw this law as having developed in parallel with the growth of capitalism. Another leading sociologist, Émile Durkheim, wrote in his classic work The Division of Labour in Society that as society becomes more complex, the body of civil law concerned primarily with restitution and compensation grows at the expense of criminal laws and penal sanctions. Other notable early legal sociologists included Hugo Sinzheimer, Theodor Geiger, Georges Gurvitch and Leon Petrażycki in Europe, and William Graham Sumner in the U.S.
== See also ==
By-law
Formal procedure law
Law dictionary
Legal research in the United States
Legal treatise
Legislation
Natural law
Political science
Pseudolaw
Public interest law
Social law
Translating "law" to other European languages
== References ==
=== Citations ===
=== Notes ===
== Bibliography ==
== Further reading ==
"House of Lords Judgments". House of Lords. Archived from the original on 10 November 2006. Retrieved 10 November 2006.
"law". Law.com Dictionary. Archived from the original on 5 January 2009. Retrieved 10 February 2007.
"law". Online Etymology Dictionary. Archived from the original on 2 July 2017. Retrieved 9 February 2007.
"legal". Merriam-Webster's Online Dictionary. Archived from the original on 26 December 2005. Retrieved 9 February 2007.
== External links ==
DRAGNET: Search of free legal databases from New York Law School Archived 3 September 2013 at the Wayback Machine
World Legal Information Institute
Commonwealth Legal Information Institute
Asian Legal Information Institute
Australasian Legal Information Institute
British and Irish Legal Information Institute
Canadian Legal Information Institute
New Zealand Legal Information Institute
Pacific Islands Legal Information Institute
Southern African Legal Information Institute
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Boston
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Boston (US: , Massachusett: Shawmut) is the capital and largest city of the U.S. state of Massachusetts, and the cultural and financial center of New England in the Northeastern United States, with an area of 48.4 sq mi (125 km2) and a population of 675,647 in 2020. Greater Boston metropolitan statistical area is the eleventh-largest in the country.Boston is one of the nation's oldest municipalities, founded on the Shawmut Peninsula in 1630 by Puritan settlers from the Boston, Lincolnshire. During the American Revolution, Boston was the location of several key events, including the Boston Massacre, the Boston Tea Party, the hanging of Paul Revere's lantern signal in Old North Church, the Battle of Bunker Hill, and the siege of Boston. Following American independence from Great Britain, the city continued to play an important role as a port, manufacturing hub, and center for education and culture. The city has expanded beyond the original peninsula through land reclamation and municipal annexation. It now attracts many tourists, with Faneuil Hall alone drawing more than 20 million visitors per year. Boston's many firsts include the United States' first public park (Boston Common, 1634), the first public school (Boston Latin School, 1635), the first subway system (Tremont Street subway, 1897), and the first large public library (Boston Public Library, 1848).
In the 21st century, Boston emerged as a global leader in higher education and academic research. Greater Boston's many colleges and universities include Harvard University and MIT, both located in suburban Cambridge and both routinely included among the world's most highly ranked universities. The city is also a national leader in scientific research, law, medicine, engineering, and business. With nearly 5,000 startup companies, the city is considered a global pioneer in innovation and entrepreneurship. Boston's economic base also includes finance, professional and business services, biotechnology, information technology, and government activities. Households in the city claim the highest average rate of philanthropy in the United States. Boston businesses and institutions rank among the top in the country for environmental sustainability and new investment.
== History ==
=== Indigenous era ===
Prior to European colonization, the region around modern-day Boston was inhabited by the indigenous Massachusett. Their habitation consisted of small, seasonal communities. The people who lived in the area most likely moved between inland winter homes along the Charles River (called Quinobequin, meaning "meandering", by the Native people) and summer communities on the coast. Game was more easily hunted inland during bare-tree seasons and fishing shoals and shellfish beds were most easily exploited during the summer months.Being surrounded by foul-smelling mudflats during the temperate part of the year, the Shawmut Peninsula itself was more sparsely occupied than its surroundings before the arrival of Europeans. Nevertheless, archeological excavations have revealed one of the oldest fishweirs in New England on Boylston Street. Native people constructed this weir to trap fish as early as 7,000 years before European arrival in the Western Hemisphere.
=== Settlement by Europeans ===
The first European to live in what would become Boston was a Cambridge-educated Anglican cleric named William Blaxton. He was the person most directly responsible for the foundation of Boston by Puritan colonizers in 1630. This occurred after Blaxton invited one of their leaders, Isaac Johnson to cross Back Bay from the failing colony of Charlestown and share the peninsula. This the Puritans did in September 1630.
==== The name "Boston" ====
Before dying on September 30, 1630, one of Johnson's last official acts as the leader of the Charlestown community was to name their new settlement across the river "Boston". He named the settlement after his hometown in Lincolnshire, the place from which he, his wife (namesake of the Arbella) and John Cotton (grandfather of Cotton Mather) had emigrated to New England. The name of the English town ultimately derives from its patron saint, St. Botolph, in whose church John Cotton served as the rector until his emigration with Johnson. In early sources the Lincolnshire Boston was known as "St. Botolph's town", later contracted to "Boston". Before this renaming the settlement on the peninsula had been known as "Shawmut" by Blaxton and "Trimountain" by the Puritan settlers he had invited.
==== Puritan occupation ====
The Puritan influence on Boston began even before its foundation, with the 1629 Cambridge Agreement. This document created the Massachusetts Bay Colony and was signed by its first governor John Winthrop. Puritan ethics and their focus on education influenced the early history of the city. America's first public school, Boston Latin School, was founded in Boston in 1635.Boston was the largest town in the Thirteen Colonies until Philadelphia outgrew it in the mid-18th century. Boston's oceanfront location made it a lively port, and the city primarily engaged in shipping and fishing during its colonial days. Boston was a primary stop on a Caribbean trade route and imported large amounts of molasses, which led to the creation of Boston baked beans.Boston's economy stagnated in the decades prior to the Revolution. By the mid-18th century, New York City and Philadelphia surpassed Boston in wealth. During this period, Boston encountered financial difficulties even as other cities in New England grew rapidly.
=== Revolution and the siege of Boston ===
Many crucial events of the American Revolution occurred in or near Boston. The city's mob presence along with the colonists' growing lack of faith in either Britain or its Parliament fostered a revolutionary spirit in the city. When the British parliament passed the Stamp Act in 1765, a Boston mob ravaged the homes of Andrew Oliver, the official tasked with enforcing the Act, and Thomas Hutchinson, then the Lieutenant Governor of Massachusetts. The British sent two regiments to Boston in 1768 in an attempt to quell the angry colonists. This did not sit well with the colonists. In 1770, during the Boston Massacre, British troops shot into a crowd that had started to violently harass them. The colonists compelled the British to withdraw their troops. The event was widely publicized and fueled a revolutionary movement in America.In 1773, Parliament passed the Tea Act. Many of the colonists saw the act as an attempt to force them to accept the taxes established by the Townshend Acts. The act prompted the Boston Tea Party, where a group of angered Bostonian citizens threw an entire shipment of tea sent by the East India Company into Boston Harbor. The Boston Tea Party was a key event leading up to the revolution, as the British government responded furiously with the Coercive Acts, demanding compensation for the destroyed tea from the Bostonians. This angered the colonists further and led to the American Revolutionary War. The war began in the area surrounding Boston with the Battles of Lexington and Concord.Boston itself was besieged for almost a year during the siege of Boston, which began on April 19, 1775. The New England militia impeded the movement of the British Army. Sir William Howe, then the commander-in-chief of the British forces in North America, led the British army in the siege. On June 17, the British captured the Charlestown peninsula in Boston, during the Battle of Bunker Hill. The British army outnumbered the militia stationed there, but it was a pyrrhic victory for the British because their army suffered irreplaceable casualties. It was also a testament to the skill and training of the militia, as their stubborn defence made it difficult for the British to capture Charlestown without suffering further irreplaceable casualties.Several weeks later, George Washington took over the militia after the Continental Congress established the Continental Army to unify the revolutionary effort. Both sides faced difficulties and supply shortages in the siege, and the fighting was limited to small-scale raids and skirmishes. The narrow Boston Neck, which at that time was only about a hundred feet wide, impeded Washington's ability to invade Boston, and a long stalemate ensued. A young officer, Rufus Putnam, came up with a plan to make portable fortifications out of wood that could be erected on the frozen ground under cover of darkness. Putnam supervised this effort, which successfully installed both the fortifications and dozens of cannon on Dorchester Heights that Henry Knox had laboriously brought through the snow from Fort Ticonderoga. The astonished British awoke the next morning to see a large array of cannons bearing down on them. General Howe is believed to have said that the Americans had done more in one night than his army could have done in six months. The British Army attempted a cannon barrage for two hours, but their shot could not reach the colonists' cannons at such a height. The British gave up, boarded their ships and sailed away. Boston still celebrates "Evacuation Day" each year. Washington was so impressed, he made Rufus Putnam his chief engineer.
=== Post-revolution and the War of 1812 ===
After the Revolution, Boston's long seafaring tradition helped make it one of the nation's busiest ports for both domestic and international trade. Boston's harbor activity was significantly curtailed by the Embargo Act of 1807 (adopted during the Napoleonic Wars) and the War of 1812. Foreign trade returned after these hostilities, but Boston's merchants had found alternatives for their capital investments in the interim. Manufacturing became an important component of the city's economy, and the city's industrial manufacturing overtook international trade in economic importance by the mid-19th century. A network of small rivers bordering the city and connecting it to the surrounding region facilitated shipment of goods and led to a proliferation of mills and factories. Later, a dense network of railroads furthered the region's industry and commerce.During this period, Boston flourished culturally, as well, admired for its rarefied literary life and generous artistic patronage, with members of old Boston families—eventually dubbed Boston Brahmins—coming to be regarded as the nation's social and cultural elites. They are often associated with the American upper class, Harvard University; and the Episcopal Church.Boston was an early port of the Atlantic triangular slave trade in the New England colonies, but was soon overtaken by Salem, Massachusetts and Newport, Rhode Island. Boston eventually became a center of the abolitionist movement. The city reacted strongly to the Fugitive Slave Act of 1850, contributing to President Franklin Pierce's attempt to make an example of Boston after the Anthony Burns Fugitive Slave Case.In 1822, the citizens of Boston voted to change the official name from the "Town of Boston" to the "City of Boston", and on March 19, 1822, the people of Boston accepted the charter incorporating the city. At the time Boston was chartered as a city, the population was about 46,226, while the area of the city was only 4.8 sq mi (12 km2).
=== 19th century ===
In the 1820s, Boston's population grew rapidly, and the city's ethnic composition changed dramatically with the first wave of European immigrants. Irish immigrants dominated the first wave of newcomers during this period, especially following the Great Famine; by 1850, about 35,000 Irish lived in Boston. In the latter half of the 19th century, the city saw increasing numbers of Irish, Germans, Lebanese, Syrians, French Canadians, and Russian and Polish Jews settling in the city. By the end of the 19th century, Boston's core neighborhoods had become enclaves of ethnically distinct immigrants with their residence yielding lasting cultural change. Italians became the largest inhabitants of the North End, Irish dominated South Boston and Charlestown, and Russian Jews lived in the West End. Irish and Italian immigrants brought with them Roman Catholicism. Currently, Catholics make up Boston's largest religious community, and the Irish have played a major role in Boston politics since the early 20th century; prominent figures include the Kennedys, Tip O'Neill, and John F. Fitzgerald.Between 1631 and 1890, the city tripled its area through land reclamation by filling in marshes, mud flats, and gaps between wharves along the waterfront. Reclamation projects in the middle of the century created significant parts of the South End, the West End, the Financial District, and Chinatown.After the Great Boston fire of 1872, workers used building rubble as landfill along the downtown waterfront. During the mid-to-late 19th century, workers filled almost 600 acres (240 ha) of brackish Charles River marshlands west of Boston Common with gravel brought by rail from the hills of Needham Heights. The city annexed the adjacent towns of South Boston (1804), East Boston (1836), Roxbury (1868), Dorchester (including present-day Mattapan and a portion of South Boston) (1870), Brighton (including present-day Allston) (1874), West Roxbury (including present-day Jamaica Plain and Roslindale) (1874), Charlestown (1874), and Hyde Park (1912). Other proposals were unsuccessful for the annexation of Brookline, Cambridge, and Chelsea.
=== 20th century ===
Fenway Park, home of the Boston Red Sox, opened in 1912.
Many architecturally significant buildings were built during these early years of the 20th century: Horticultural Hall, the Tennis and Racquet Club, Isabella Stewart Gardner Museum, Fenway Studios, Jordan Hall, and the Boston Opera House. The Longfellow Bridge, built in 1906, was mentioned by Robert McCloskey in Make Way for Ducklings, describing its "salt and pepper shakers" feature.Logan International Airport opened on September 8, 1923. The Boston Bruins were founded in 1924 and played their first game at Boston Garden in November 1928.Boston went into decline by the early to mid-20th century, as factories became old and obsolete and businesses moved out of the region for cheaper labor elsewhere. Boston responded by initiating various urban renewal projects, under the direction of the Boston Redevelopment Authority (BRA) established in 1957. In 1958, BRA initiated a project to improve the historic West End neighborhood. Extensive demolition was met with strong public opposition, and thousands of families were displaced.The BRA continued implementing eminent domain projects, including the clearance of the vibrant Scollay Square area for construction of the modernist style Government Center. In 1965, the Columbia Point Health Center opened in the Dorchester neighborhood, the first Community Health Center in the United States. It mostly served the massive Columbia Point public housing complex adjoining it, which was built in 1953. The health center is still in operation and was rededicated in 1990 as the Geiger-Gibson Community Health Center. The Columbia Point complex itself was redeveloped and revitalized from 1984 to 1990 into a mixed-income residential development called Harbor Point Apartments.By the 1970s, the city's economy had begun to recover after 30 years of economic downturn. A large number of high-rises were constructed in the Financial District and in Boston's Back Bay during this period. This boom continued into the mid-1980s and resumed after a few pauses. Hospitals such as Massachusetts General Hospital, Beth Israel Deaconess Medical Center, and Brigham and Women's Hospital lead the nation in medical innovation and patient care. Schools such as the Boston Architectural College, Boston College, Boston University, the Harvard Medical School, Tufts University School of Medicine, Northeastern University, Massachusetts College of Art and Design, Wentworth Institute of Technology, Berklee College of Music, the Boston Conservatory, and many others attract students to the area. Nevertheless, the city experienced conflict starting in 1974 over desegregation busing, which resulted in unrest and violence around public schools throughout the mid-1970s.
=== 21st century ===
Boston is an intellectual, technological, and political center but has lost some important regional institutions, including the loss to mergers and acquisitions of local financial institutions such as FleetBoston Financial, which was acquired by Charlotte-based Bank of America in 2004. Boston-based department stores Jordan Marsh and Filene's have both merged into the New York City–based Macy's.
The 1993 acquisition of The Boston Globe by The New York Times was reversed in 2013 when it was re-sold to Boston businessman John W. Henry. In 2016, it was announced General Electric would be moving its corporate headquarters from Connecticut to the Seaport District in Boston, joining many other companies in this rapidly developing neighborhood.
Boston has experienced gentrification in the latter half of the 20th century, with housing prices increasing sharply since the 1990s when the city's rent control regime was struck down by statewide ballot proposition.On April 15, 2013, two Chechen Islamist brothers detonated a pair of bombs near the finish line of the Boston Marathon, killing three people and injuring roughly 264.In 2016, Boston briefly shouldered a bid as the US applicant for the 2024 Summer Olympics. The bid was supported by the mayor and a coalition of business leaders and local philanthropists, but was eventually dropped due to public opposition. The USOC then selected Los Angeles to be the American candidate with Los Angeles ultimately securing the right to host the 2028 Summer Olympics.
== Geography ==
Boston has an area of 89.63 sq mi (232.1 km2)—48.4 sq mi (125.4 km2) (54%) of land and 41.2 sq mi (106.7 km2) (46%) of water. The city's official elevation, as measured at Logan International Airport, is 19 ft (5.8 m) above sea level. The highest point in Boston is Bellevue Hill at 330 ft (100 m) above sea level, and the lowest point is at sea level. Boston is situated on Boston Harbor, an arm of Massachusetts Bay, itself an arm of the Atlantic Ocean.
The geographical center of Boston is in Roxbury. Due north of the center we find the South End. This is not to be confused with South Boston which lies directly east from the South End. North of South Boston is East Boston and southwest of East Boston is the North End.
Boston is surrounded by the Greater Boston metropolitan region. It is bordered to the east by the town of Winthrop and the Boston Harbor Islands, to the northeast by the cities of Revere, Chelsea and Everett, to the north by the cities of Somerville and Cambridge, to the northwest by Watertown, to the west by the city of Newton and town of Brookline, to the southwest by the town of Dedham and small portions of Needham and Canton, and to the southeast by the town of Milton, and the city of Quincy. The Charles River separates Boston's Allston-Brighton, Fenway-Kenmore and Back Bay neighborhoods from Watertown and the majority of Cambridge, and the mass of Boston from its own Charlestown neighborhood. The Neponset River forms the boundary between Boston's southern neighborhoods and Quincy and Milton. The Mystic River separates Charlestown from Chelsea and Everett, and Chelsea Creek and Boston Harbor separate East Boston from Downtown, the North End, and the Seaport.
=== Neighborhoods ===
Boston is sometimes called a "city of neighborhoods" because of the profusion of diverse subsections; the city government's Office of Neighborhood Services has officially designated 23 neighborhoods. The 23 neighborhoods of Boston include: Allston, Back Bay, Bay Village, Beacon Hill, Brighton, Charlestown, Chinatown, Dorchester, Downtown, East Boston, Fenway, Hyde Park, Jamaica Plain, Mattapan, Mission Hill, North End, Roslindale, Roxbury, Seaport, South Boston, South End, the West End and West Roxbury. More than two-thirds of inner Boston's modern land area did not exist when the city was founded. Instead, it was created via the gradual filling in of the surrounding tidal areas over the centuries, with earth from leveling or lowering Boston's three original hills (the "Trimountain", after which Tremont Street is named) and with gravel brought by train from Needham to fill the Back Bay.Downtown and its immediate surroundings consist largely of low-rise masonry buildings (often Federal style and Greek Revival) interspersed with modern highrises, in the Financial District, Government Center, and South Boston. Back Bay includes many prominent landmarks, such as the Boston Public Library, Christian Science Center, Copley Square, Newbury Street, and New England's two tallest buildings: the John Hancock Tower and the Prudential Center.
Near the John Hancock Tower is the old John Hancock Building with its prominent illuminated beacon, the color of which forecasts the weather. Smaller commercial areas are interspersed among areas of single-family homes and wooden/brick multi-family row houses. The South End Historic District is the largest surviving contiguous Victorian-era neighborhood in the US. The geography of downtown and South Boston was particularly affected by the Central Artery/Tunnel Project (known unofficially as the "Big Dig") which removed the elevated Central Artery and incorporated new green spaces and open areas.
=== Climate ===
Under the Köppen climate classification, depending on the isotherm used, Boston has either a humid subtropical climate (Köppen Cfa) under the −3 °C (26.6 °F) isotherm or a humid continental climate under the 0 °C isotherm (Köppen Dfa). The city is best described as being in a transitional zone between the two climates. Summers are typically warm and humid, while winters are cold and stormy, with occasional periods of heavy snow. Spring and fall are usually cool to mild, with varying conditions dependent on wind direction and jet stream positioning. Prevailing wind patterns that blow offshore minimize the influence of the Atlantic Ocean. However, in winter areas near the immediate coast will often see more rain than snow as warm air is drawn off the Atlantic at times. The city lies at the transition between USDA plant hardiness zones 6b (most of the city) and 7a (Downtown, South Boston, and East Boston neighborhoods).The hottest month is July, with a mean temperature of 74.1 °F (23.4 °C). The coldest month is January, with a mean temperature of 29.9 °F (−1.2 °C). Periods exceeding 90 °F (32 °C) in summer and below freezing in winter are not uncommon but rarely extended, with about 13 and 25 days per year seeing each, respectively. Sub- 0 °F (−18 °C) readings usually occur every 3 to 5 years. The most recent sub- 0 °F (−18 °C) reading occurred on February 4, 2023, when the temperature dipped down to −10 °F (−23 °C); the lowest temperature reading in the city since 1957. In addition, several decades may pass between 100 °F (38 °C) readings, with the most recent such occurrence on July 24, 2022, when the temperature reached 100 °F (38 °C). The city's average window for freezing temperatures is November 9 through April 5. Official temperature records have ranged from −18 °F (−28 °C) on February 9, 1934, up to 104 °F (40 °C) on July 4, 1911. The record cold daily maximum is 2 °F (−17 °C) on December 30, 1917, while, conversely, the record warm daily minimum is 83 °F (28 °C) on August 2, 1975, and July 21, 2019.Boston's coastal location on the North Atlantic moderates its temperature but makes the city very prone to nor'easter weather systems that can produce much snow and rain. The city averages 43.6 in (1,110 mm) of precipitation a year, with 49.2 in (125 cm) of snowfall per season. Most snowfall occurs from mid-November through early April, and snow is rare in May and October. There is also high year-to-year variability in snowfall; for instance, the winter of 2011–12 saw only 9.3 in (23.6 cm) of accumulating snow, but the previous winter, the corresponding figure was 81.0 in (2.06 m).Fog is fairly common, particularly in spring and early summer. Due to its location along the North Atlantic, the city often receives sea breezes, especially in the late spring, when water temperatures are still quite cold and temperatures at the coast can be more than 20 °F (11 °C) colder than a few miles inland, sometimes dropping by that amount near midday.
Thunderstorms occur from May to September, which are occasionally severe with large hail, damaging winds, and heavy downpours. Although downtown Boston has never been struck by a violent tornado, the city itself has experienced many tornado warnings. Damaging storms are more common to areas north, west, and northwest of the city. Boston has a relatively sunny climate for a coastal city at its latitude, averaging over 2,600 hours of sunshine per annum.
See or edit raw graph data.
=== Cityscapes ===
== Demographics ==
In 2020, Boston was estimated to have 691,531 residents living in 266,724 households—a 12% population increase over 2010. The city is the third-most densely populated large U.S. city of over half a million residents, and the most densely populated state capital. Some 1.2 million persons may be within Boston's boundaries during work hours, and as many as 2 million during special events. This fluctuation of people is caused by hundreds of thousands of suburban residents who travel to the city for work, education, health care, and special events.In the city, the population was spread out, with 21.9% at age 19 and under, 14.3% from 20 to 24, 33.2% from 25 to 44, 20.4% from 45 to 64, and 10.1% who were 65 years of age or older. The median age was 30.8 years. For every 100 females, there were 92.0 males. For every 100 females age 18 and over, there were 89.9 males. There were 252,699 households, of which 20.4% had children under the age of 18 living in them, 25.5% were married couples living together, 16.3% had a female householder with no husband present, and 54.0% were non-families. 37.1% of all households were made up of individuals, and 9.0% had someone living alone who was 65 years of age or older. The average household size was 2.26 and the average family size was 3.08.The median household income in Boston was $51,739, while the median income for a family was $61,035. Full-time year-round male workers had a median income of $52,544 versus $46,540 for full-time year-round female workers. The per capita income for the city was $33,158. 21.4% of the population and 16.0% of families were below the poverty line. Of the total population, 28.8% of those under the age of 18 and 20.4% of those 65 and older were living below the poverty line. Boston has a significant racial wealth gap with White Bostonians having an median net worth of $247,500 compared to an $8 median net worth for non-immigrant Black residents and $0 for Dominican immigrant residents.From the 1950s to the end of the 20th century, the proportion of non-Hispanic Whites in the city declined. In 2000, non-Hispanic Whites made up 49.5% of the city's population, making the city majority minority for the first time. However, in the 21st century, the city has experienced significant gentrification, during which affluent Whites have moved into formerly non-White areas. In 2006, the US Census Bureau estimated non-Hispanic Whites again formed a slight majority but as of 2010, in part due to the housing crash, as well as increased efforts to make more affordable housing more available, the non-White population has rebounded. This may also have to do with increased Latin American and Asian populations and more clarity surrounding US Census statistics, which indicate a non-Hispanic White population of 47% (some reports give slightly lower figures).
=== Ethnicity ===
People of Irish descent form the largest single ethnic group in the city, making up 15.8% of the population, followed by Italians, accounting for 8.3% of the population. People of West Indian and Caribbean ancestry are another sizable group, at over 15%.In Greater Boston, these numbers grew significantly, with 150,000 Dominicans according to 2018 estimates, 134,000 Puerto Ricans, 57,500 Salvadorans, 39,000 Guatemalans, 36,000 Mexicans, and over 35,000 Colombians. East Boston has a diverse Hispanic/Latino population of Salvadorans, Colombians, Guatemalans, Mexicans, Dominicans, Puerto Ricans, and even Portuguese-speaking people from Portugal and Brazil. Hispanic populations in southwest Boston neighborhoods are mainly made up of Dominicans and Puerto Ricans, usually sharing neighborhoods in this section with African Americans and Blacks with origins from the Caribbean and Africa especially Cape Verdeans and Haitians. Neighborhoods such as Jamaica Plain and Roslindale have experienced a growing number of Dominican Americans.There is a large and historical Armenian community in Boston, and the city is home to the Armenian Heritage Park. Additionally, over 27,000 Chinese Americans made their home in Boston city proper in 2013. Overall, according to the 2012–2016 American Community Survey 5-Year Estimates, the largest ancestry groups in Boston are:
=== Demographic breakdown by ZIP Code ===
==== Income ====
Data is from the 2008–2012 American Community Survey 5-Year Estimates.
=== Religion ===
According to a 2014 study by the Pew Research Center, 57% of the population of the city identified themselves as Christians, with 25% attending a variety of Protestant churches and 29% professing Roman Catholic beliefs; 33% claim no religious affiliation, while the remaining 10% are composed of adherents of Judaism, Buddhism, Islam, Hinduism, Baháʼí and other faiths.
As of 2010, the Catholic Church had the highest number of adherents as a single denomination in the Greater Boston area, with more than two million members and 339 churches, followed by the Episcopal Church with 58,000 adherents in 160 churches. The United Church of Christ had 55,000 members and 213 churches.The city has a Jewish population of an estimated 248,000 Jews within the Boston metro area. More than half of Jewish households in the Greater Boston area reside in the city itself, Brookline, Newton, Cambridge, Somerville, or adjacent towns.A small minority practices Confucianism, and some practice Boston Confucianism, an American evolution of Confucianism adapted for Boston intellectuals.
== Economy ==
A global city, Boston is placed among the top 30 most economically powerful cities in the world. Encompassing $363 billion, the Greater Boston metropolitan area has the sixth-largest economy in the country and 12th-largest in the world.Boston's colleges and universities exert a significant impact on the regional economy. Boston attracts more than 350,000 college students from around the world, who contribute more than US$4.8 billion annually to the city's economy. The area's schools are major employers and attract industries to the city and surrounding region. The city is home to a number of technology companies and is a hub for biotechnology, with the Milken Institute rating Boston as the top life sciences cluster in the country. Boston receives the highest absolute amount of annual funding from the National Institutes of Health of all cities in the United States.The city is considered highly innovative for a variety of reasons, including the presence of academia, access to venture capital, and the presence of many high-tech companies. The Route 128 corridor and Greater Boston continue to be a major center for venture capital investment, and high technology remains an important sector.
Tourism also composes a large part of Boston's economy, with 21.2 million domestic and international visitors spending $8.3 billion in 2011. Excluding visitors from Canada and Mexico, over 1.4 million international tourists visited Boston in 2014, with those from China and the United Kingdom leading the list. Boston's status as a state capital as well as the regional home of federal agencies has rendered law and government to be another major component of the city's economy. The city is a major seaport along the East Coast of the United States and the oldest continuously operated industrial and fishing port in the Western Hemisphere.In the 2018 Global Financial Centres Index, Boston was ranked as having the thirteenth most competitive financial services center in the world and the second most competitive in the United States. Boston-based Fidelity Investments helped popularize the mutual fund in the 1980s and has made Boston one of the top financial centers in the United States. The city is home to the headquarters of Santander Bank, and Boston is a center for venture capital firms. State Street Corporation, which specializes in asset management and custody services, is based in the city. Boston is a printing and publishing center—Houghton Mifflin Harcourt is headquartered within the city, along with Bedford-St. Martin's Press and Beacon Press. Pearson PLC publishing units also employ several hundred people in Boston. The city is home to three major convention centers—the Hynes Convention Center in the Back Bay, and the Seaport World Trade Center and Boston Convention and Exhibition Center on the South Boston waterfront. The General Electric Corporation announced in January 2016 its decision to move the company's global headquarters to the Seaport District in Boston, from Fairfield, Connecticut, citing factors including Boston's preeminence in the realm of higher education. Boston is home to the headquarters of several major athletic and footwear companies including Converse, New Balance, and Reebok. Rockport, Puma and Wolverine World Wide, Inc. headquarters or regional offices are just outside the city.In 2019, a yearly ranking of time wasted in traffic listed Boston area drivers lost approximately 164 hours a year in lost productivity due to the area's traffic congestion. This amounted to $2,300 a year per driver in costs.
== Education ==
=== Primary and secondary education ===
The Boston Public Schools enroll 57,000 students attending 145 schools, including the renowned Boston Latin Academy, John D. O'Bryant School of Math & Science, and Boston Latin School. The Boston Latin School was established in 1635 and is the oldest public high school in the US. Boston also operates the United States' second-oldest public high school and its oldest public elementary school. The system's students are 40% Hispanic or Latino, 35% Black or African American, 13% White, and 9% Asian. There are private, parochial, and charter schools as well, and approximately 3,300 minority students attend participating suburban schools through the Metropolitan Educational Opportunity Council. In September 2019, the city formally inaugurated Boston Saves, a program that provides every child enrolled in the city's kindergarten system a savings account containing $50 to be used toward college or career training.
=== Higher education ===
Several of the most renowned and highly ranked universities in the world are near Boston. Three universities with a major presence in the city, Harvard, MIT, and Tufts, are just outside of Boston in the cities of Cambridge and Somerville, known as the Brainpower Triangle. Harvard is the nation's oldest institute of higher education and is centered across the Charles River in Cambridge, though the majority of its land holdings and a substantial amount of its educational activities are in Boston. Its business school and athletics facilities are in Boston's Allston neighborhood, and its medical, dental, and public health schools are located in the Longwood area.The Massachusetts Institute of Technology (MIT) originated in Boston and was long known as "Boston Tech"; it moved across the river to Cambridge in 1916. Tufts University's main campus is north of the city in Somerville and Medford, though it locates its medical and dental schools in Boston's Chinatown at Tufts Medical Center.Five members of the Association of American Universities are in Greater Boston (more than any other metropolitan area): Harvard University, the Massachusetts Institute of Technology, Tufts University, Boston University, and Brandeis University. Furthermore, Greater Boston contains seven Highest Research Activity (R1) Universities as per the Carnegie Classification. This includes, in addition to the aforementioned five, Boston College, and Northeastern University. This is, by a large margin, the highest concentration of such institutions in a single metropolitan area. Hospitals, universities, and research institutions in Greater Boston received more than $1.77 billion in National Institutes of Health grants in 2013, more money than any other American metropolitan area. This high density of research institutes also contributes to Boston's high density of early career researchers, which, due to high housing costs in the region, have been shown to face housing stress.Greater Boston has more than 50 colleges and universities, with 250,000 students enrolled in Boston and Cambridge alone. The city's largest private universities include Boston University (also the city's fourth-largest employer), with its main campus along Commonwealth Avenue and a medical campus in the South End, Northeastern University in the Fenway area, Suffolk University near Beacon Hill, which includes law school and business school, and Boston College, which straddles the Boston (Brighton)–Newton border. Boston's only public university is the University of Massachusetts Boston on Columbia Point in Dorchester. Roxbury Community College and Bunker Hill Community College are the city's two public community colleges. Altogether, Boston's colleges and universities employ more than 42,600 people, accounting for nearly seven percent of the city's workforce.Smaller private colleges include Babson College, Bentley University, Boston Architectural College, Emmanuel College, Fisher College, MGH Institute of Health Professions, Massachusetts College of Pharmacy and Health Sciences, Simmons University, Wellesley College, Wheelock College, Wentworth Institute of Technology, New England School of Law (originally established as America's first all female law school), and Emerson College.Metropolitan Boston is home to several conservatories and art schools, including Lesley University College of Art and Design, Massachusetts College of Art, the School of the Museum of Fine Arts, New England Institute of Art, New England School of Art and Design (Suffolk University), Longy School of Music of Bard College, and the New England Conservatory (the oldest independent conservatory in the United States). Other conservatories include the Boston Conservatory and Berklee College of Music, which has made Boston an important city for jazz music.Many trade schools also exist in the city, such as the Boston Career Institute, the North Bennet Street School, the Madison Park technical School, JATC of Greater Boston, and many others.
== Healthcare ==
Many of Boston's medical facilities are associated with universities. The Longwood Medical and Academic Area, adjacent to the Fenway, district, is home to a large number of medical and research facilities, including Beth Israel Deaconess Medical Center, Brigham and Women's Hospital, Boston Children's Hospital, Dana–Farber Cancer Institute, Harvard Medical School, Harvard School of Dental Medicine, Harvard T.H. Chan School of Public Health, Joslin Diabetes Center, and the Massachusetts College of Pharmacy and Health Sciences.
Prominent medical facilities, including Massachusetts General Hospital, Massachusetts Eye and Ear Infirmary and Spaulding Rehabilitation Hospital are in the Beacon Hill area. Many of the facilities in Longwood and near Massachusetts General Hospital are affiliated with Harvard Medical School. Tufts Medical Center (formerly Tufts-New England Medical Center), in the southern portion of the Chinatown neighborhood, is affiliated with Tufts University School of Medicine. Boston Medical Center, in the South End neighborhood, is the region's largest safety-net hospital and trauma center. Formed by the merger of Boston City Hospital, the first municipal hospital in the United States, and Boston University Hospital, Boston Medical Center now serves as the primary teaching facility for the Boston University School of Medicine. St. Elizabeth's Medical Center is in Brighton Center of the city's Brighton neighborhood. New England Baptist Hospital is in Mission Hill. The city has Veterans Affairs medical centers in the Jamaica Plain and West Roxbury neighborhoods. The Boston Public Health Commission, an agency of the Massachusetts government, oversees health concerns for city residents. Boston EMS provides pre-hospital emergency medical services to residents and visitors.
== Public safety ==
Boston included $414 million in spending on the Boston Police Department in the fiscal 2021 budget. This is the second largest allocation of funding by the city after the allocation to Boston Public Schools.Like many major American cities, Boston has experienced a great reduction in violent crime since the early 1990s. Boston's low crime rate since the 1990s has been credited to the Boston Police Department's collaboration with neighborhood groups and church parishes to prevent youths from joining gangs, as well as involvement from the United States Attorney and District Attorney's offices. This helped lead in part to what has been touted as the "Boston Miracle". Murders in the city dropped from 152 in 1990 (for a murder rate of 26.5 per 100,000 people) to just 31—not one of them a juvenile—in 1999 (for a murder rate of 5.26 per 100,000).In 2008, there were 62 reported homicides. Through December 30, 2016, major crime was down seven percent and there were 46 homicides compared to 40 in 2015.
== Culture ==
Boston shares many cultural roots with greater New England, including a dialect of the non-rhotic Eastern New England accent known as the Boston accent and a regional cuisine with a large emphasis on seafood, salt, and dairy products. Boston also has its own collection of neologisms known as Boston slang and sardonic humor.In the early 1800s, William Tudor wrote that Boston was "'perhaps the most perfect and certainly the best-regulated democracy that ever existed. There is something so impossible in the immortal fame of Athens, that the very name makes everything modern shrink from comparison; but since the days of that glorious city I know of none that has approached so near in some points, distant as it may still be from that illustrious model.' From this, Boston has been called the "Athens of America" (also a nickname of Philadelphia) for its literary culture, earning a reputation as "the intellectual capital of the United States".In the nineteenth century, Ralph Waldo Emerson, Henry David Thoreau, Nathaniel Hawthorne, Margaret Fuller, James Russell Lowell, and Henry Wadsworth Longfellow wrote in Boston. Some consider the Old Corner Bookstore to be the "cradle of American literature", the place where these writers met and where The Atlantic Monthly was first published. In 1852, the Boston Public Library was founded as the first free library in the United States. Boston's literary culture continues today thanks to the city's many universities and the Boston Book Festival.
Music is afforded a high degree of civic support in Boston. The Boston Symphony Orchestra is one of the "Big Five", a group of the greatest American orchestras, and the classical music magazine Gramophone called it one of the "world's best" orchestras. Symphony Hall (west of Back Bay) is home to the Boston Symphony Orchestra and the related Boston Youth Symphony Orchestra, which is the largest youth orchestra in the nation, and to the Boston Pops Orchestra. The British newspaper The Guardian called Boston Symphony Hall "one of the top venues for classical music in the world", adding "Symphony Hall in Boston was where science became an essential part of concert hall design". Other concerts are held at the New England Conservatory's Jordan Hall. The Boston Ballet performs at the Boston Opera House. Other performing-arts organizations in the city include the Boston Lyric Opera Company, Opera Boston, Boston Baroque (the first permanent Baroque orchestra in the US), and the Handel and Haydn Society (one of the oldest choral companies in the United States). The city is a center for contemporary classical music with a number of performing groups, several of which are associated with the city's conservatories and universities. These include the Boston Modern Orchestra Project and Boston Musica Viva. Several theaters are in or near the Theater District south of Boston Common, including the Cutler Majestic Theatre, Citi Performing Arts Center, the Colonial Theater, and the Orpheum Theatre.There are several major annual events, such as First Night which occurs on New Year's Eve, the Boston Early Music Festival, the annual Boston Arts Festival at Christopher Columbus Waterfront Park, the annual Boston gay pride parade and festival held in June, and Italian summer feasts in the North End honoring Catholic saints. The city is the site of several events during the Fourth of July period. They include the week-long Harborfest festivities and a Boston Pops concert accompanied by fireworks on the banks of the Charles River.Several historic sites relating to the American Revolution period are preserved as part of the Boston National Historical Park because of the city's prominent role. Many are found along the Freedom Trail, which is marked by a red line of bricks embedded in the ground.
The city is also home to several art museums and galleries, including the Museum of Fine Arts and the Isabella Stewart Gardner Museum. The Institute of Contemporary Art is housed in a contemporary building designed by Diller Scofidio + Renfro in the Seaport District. Boston's South End Art and Design District (SoWa) and Newbury St. are both art gallery destinations. Columbia Point is the location of the University of Massachusetts Boston, the Edward M. Kennedy Institute for the United States Senate, the John F. Kennedy Presidential Library and Museum, and the Massachusetts Archives and Commonwealth Museum. The Boston Athenæum (one of the oldest independent libraries in the United States), Boston Children's Museum, Bull & Finch Pub (whose building is known from the television show Cheers), Museum of Science, and the New England Aquarium are within the city.
Boston has been a noted religious center from its earliest days. The Roman Catholic Archdiocese of Boston serves nearly 300 parishes and is based in the Cathedral of the Holy Cross (1875) in the South End, while the Episcopal Diocese of Massachusetts serves just under 200 congregations, with the Cathedral Church of St. Paul (1819) as its episcopal seat. Unitarian Universalism has its headquarters in the Fort Point neighborhood. The Christian Scientists are headquartered in Back Bay at the Mother Church (1894). The oldest church in Boston is First Church in Boston, founded in 1630. King's Chapel was the city's first Anglican church, founded in 1686 and converted to Unitarianism in 1785. Other churches include Christ Church (better known as Old North Church, 1723), the oldest church building in the city, Trinity Church (1733), Park Street Church (1809), Old South Church (1874), Jubilee Christian Church, and Basilica and Shrine of Our Lady of Perpetual Help on Mission Hill (1878).
== Environment ==
=== Pollution control ===
Air quality in Boston is generally very good. Between 2004 and 2013, there were only four days in which the air was unhealthy for the general public, according to the EPA.Some of the cleaner energy facilities in Boston include the Allston green district, with three ecologically compatible housing facilities. Boston is also breaking ground on multiple green affordable housing facilities to help reduce the carbon impact of the city while simultaneously making these initiatives financially available to a greater population. Boston's climate plan is updated every three years and was most recently modified in 2019. This legislature includes the Building Energy Reporting and Disclosure Ordinance, which requires the city's larger buildings to disclose their yearly energy and water use statistics and to partake in an energy assessment every five years. These statistics are made public by the city, thereby increasing incentives for buildings to be more environmentally conscious.Mayor Thomas Menino introduced the Renew Boston Whole Building Incentive which reduces the cost of living in buildings that are deemed energy efficient. This gives people an opportunity to find housing in neighborhoods that support the environment. The ultimate goal of this initiative is to enlist 500 Bostonians to participate in a free, in-home energy assessment.
=== Water purity and availability ===
Many older buildings in certain areas of Boston are supported by wooden piles driven into the area's fill; these piles remain sound if submerged in water, but are subject to dry rot if exposed to air for long periods.
Ground water levels have been dropping in many areas of the city, due in part to an increase in the amount of rainwater discharged directly into sewers rather than absorbed by the ground. The Boston Groundwater Trust coordinates monitoring ground water levels throughout the city via a network of public and private monitoring wells. However, Boston's drinking water supply from the Quabbin and Wachusett Reservoirs is one of the very few in the country so pure as to satisfy the Federal Clean Water Act without filtration.
=== Climate change and sea level rise ===
The City of Boston has developed a climate action plan covering carbon reduction in buildings, transportation, and energy use. Mayor Thomas Menino commissioned the city's first Climate Action Plan in 2007, with an update released in 2011. Since then, Mayor Marty Walsh has built upon these plans with further updates released in 2014 and 2019. As a coastal city built largely on fill, sea-level rise is of major concern to the city government. The latest version of the climate action plan anticipates between two and seven feet of sea-level rise in Boston by the end of the century. A separate initiative, Resilient Boston Harbor, lays out neighborhood-specific recommendations for coastal resilience.
== Sports ==
Boston has teams in the four major North American men's professional sports leagues plus Major League Soccer, and, as of 2019, has won 39 championships in these leagues. It is one of eight cities, along with Chicago, Detroit, Los Angeles, New York City, Philadelphia, St. Louis, and Washington, D.C., to have won championships in all four major American sports leagues. During a 17-year stretch from 2001 to 2018, the city's professional sports teams won twelve championships: Patriots (2001, 2003, 2004, 2014, 2016 and 2018), Red Sox (2004, 2007, 2013, and 2018), Celtics (2008), and Bruins (2011). The Celtics and Bruins remain competitive for titles in the century's third decade, though the Patriots and Red Sox have fallen off from these recent glory days. This love of sports made Boston the United States Olympic Committee's choice to bid to hold the 2024 Summer Olympic Games, but the city cited financial concerns when it withdrew its bid on July 27, 2015.The Boston Red Sox, a founding member of the American League of Major League Baseball in 1901, play their home games at Fenway Park, near Kenmore Square, in the city's Fenway section. Built in 1912, it is the oldest sports arena or stadium in active use in the United States among the four major professional American sports leagues, Major League Baseball, the National Football League, National Basketball Association, and the National Hockey League. Boston was the site of the first game of the first modern World Series, in 1903. The series was played between the AL Champion Boston Americans and the NL champion Pittsburgh Pirates. Persistent reports that the team was known in 1903 as the "Boston Pilgrims" appear to be unfounded. Boston's first professional baseball team was the Red Stockings, one of the charter members of the National Association in 1871, and of the National League in 1876. The team played under that name until 1883, under the name Beaneaters until 1911, and under the name Braves from 1912 until they moved to Milwaukee after the 1952 season. Since 1966 they have played in Atlanta as the Atlanta Braves.The TD Garden, formerly called the FleetCenter and built to replace the old, since-demolished Boston Garden, is adjoined to North Station and is the home of two major league teams: the Boston Bruins of the National Hockey League and the Boston Celtics of the National Basketball Association. The arena seats 18,624 for basketball games and 17,565 for ice hockey games. The Bruins were the first American member of the National Hockey League and an Original Six franchise. The Boston Celtics were founding members of the Basketball Association of America, one of the two leagues that merged to form the NBA. The Celtics, along with the Los Angeles Lakers, have the distinction of having won more championships than any other NBA team, both with seventeen. The venue is also set to host the 2020 Laver Cup, an international men's tennis tournament consisting of two teams: Team Europe and Team World, the latter of which consisting of non-European players. This will be the fourth edition of the tournament, and the first time Boston has hosted an ATP tournament since 1999, where Marat Safin defeated Greg Rusedski.While they have played in suburban Foxborough since 1971, the New England Patriots of the National Football League were founded in 1960 as the Boston Patriots, changing their name after relocating. The team won the Super Bowl after the 2001, 2003, 2004, 2014, 2016 and 2018 seasons. They share Gillette Stadium with the New England Revolution of Major League Soccer. The Boston Breakers of Women's Professional Soccer, which formed in 2009, played their home games at Dilboy Stadium in Somerville. The Boston Storm of the United Women's Lacrosse League was formed in 2015.The area's many colleges and universities are active in college athletics. Four NCAA Division I members play in the area—Boston College, Boston University, Harvard University, and Northeastern University. Of the four, only Boston College participates in college football at the highest level, the Football Bowl Subdivision. Harvard participates in the second-highest level, the Football Championship Subdivision. The Boston Cannons of the MLL play at Harvard Stadium.
Boston has Esports teams as well, such as the Overwatch League (OWL)'s Boston Uprising. Established in 2017, they were the first team to complete a perfect stage with 0 losses. The Boston Breach is another esports team in the Call of Duty League (CDL).One of the best known sporting events in the city is the Boston Marathon, the 26.2 mi (42.2 km) race which is the world's oldest annual marathon, run on Patriots' Day in April. On April 15, 2013, two explosions killed three people and injured hundreds at the marathon.
Another major annual event is the Head of the Charles Regatta, held in October.Boston is one of eleven US cities which will host matches during the 2026 FIFA World Cup.
== Parks and recreation ==
Boston Common, near the Financial District and Beacon Hill, is the oldest public park in the United States. Along with the adjacent Boston Public Garden, it is part of the Emerald Necklace, a string of parks designed by Frederick Law Olmsted to encircle the city. The Emerald Necklace includes the Back Bay Fens, Arnold Arboretum, Jamaica Pond, Boston's largest body of freshwater, and Franklin Park, the city's largest park and home of the Franklin Park Zoo. Another major park is the Esplanade, along the banks of the Charles River. The Hatch Shell, an outdoor concert venue, is adjacent to the Charles River Esplanade. Other parks are scattered throughout the city, with major parks and beaches near Castle Island, in Charlestown and along the Dorchester, South Boston, and East Boston shorelines.Boston's park system is well-reputed nationally. In its 2013 ParkScore ranking, The Trust for Public Land reported Boston was tied with Sacramento and San Francisco for having the third-best park system among the 50 most populous U.S. cities. ParkScore ranks city park systems by a formula that analyzes the city's median park size, park acres as percent of city area, the percent of residents within a half-mile of a park, spending of park services per resident, and the number of playgrounds per 10,000 residents.
== Government and politics ==
Boston has a strong mayor–council government system in which the mayor (elected every fourth year) has extensive executive power. Michelle Wu, a city councilor, became mayor in November 2021, succeeding Kim Janey, a former City Council President, who became the Acting Mayor in March 2021 following Marty Walsh's confirmation to the position of Secretary of Labor in the Biden/Harris Administration. Walsh's predecessor Thomas Menino's twenty-year tenure was the longest in the city's history.
The Boston City Council is elected every two years; there are nine district seats, and four citywide "at-large" seats. The School Committee, which oversees the Boston Public Schools, is appointed by the mayor.In addition to city government, numerous commissions and state authorities, including the Massachusetts Department of Conservation and Recreation, the Boston Public Health Commission, the Massachusetts Water Resources Authority (MWRA), and the Massachusetts Port Authority (Massport), play a role in the life of Bostonians. As the capital of Massachusetts, Boston plays a major role in state politics.
The city has several federal facilities, including the John F. Kennedy Federal Office Building, the Thomas P. O'Neill Jr. Federal Building, the John W. McCormack Post Office and Courthouse, the Federal Reserve Bank of Boston, the United States Court of Appeals for the First Circuit, and the United States District Court for the District of Massachusetts. Both courts are housed in the John Joseph Moakley United States Courthouse.
Federally, Boston is split between two congressional districts. Three-fourths of the city is in the 7th district and is represented by Ayanna Pressley while the remaining southern fourth is in the 8th district and is represented by Stephen Lynch, both of whom are Democrats; a Republican has not represented a significant portion of Boston in over a century. The state's senior member of the United States Senate is Democrat Elizabeth Warren, first elected in 2012. The state's junior member of the United States Senate is Democrat Ed Markey, who was elected in 2013 to succeed John Kerry after Kerry's appointment and confirmation as the United States Secretary of State.
The city uses an algorithm created by the Walsh administration, called CityScore, to measure the effectiveness of various city services. This score is available on a public online dashboard and allows city managers in police, fire, schools, emergency management services, and 3-1-1 to take action and make adjustments in areas of concern.Boston has an ordinance, enacted in 2014, that bars the Boston Police Department "from detaining anyone based on their immigration status unless they have a criminal warrant".
== Media ==
The city of Boston has been featured in multiple forms of media and fiction due to its status as the capital of Massachusetts.
=== Newspapers ===
The Boston Globe is the oldest and largest daily newspaper in the city and is generally acknowledged as its paper of record. The city is also served by other publications such as the Boston Herald, Boston magazine, DigBoston, and the Boston edition of Metro. The Christian Science Monitor, headquartered in Boston, was formerly a worldwide daily newspaper but ended publication of daily print editions in 2009, switching to continuous online and weekly magazine format publications. The Boston Globe also releases a teen publication to the city's public high schools, called Teens in Print or T.i.P., which is written by the city's teens and delivered quarterly within the school year. The Improper Bostonian, a glossy lifestyle magazine, was published from 1991 through April 2019.
The city's growing Latino population has given rise to a number of local and regional Spanish-language newspapers. These include El Planeta (owned by the former publisher of The Boston Phoenix), El Mundo, and La Semana. Siglo21, with its main offices in nearby Lawrence, is also widely distributed.Various LGBT publications serve the city's large LGBT (lesbian, gay, bisexual, and transgender) population such as The Rainbow Times, the only minority and lesbian-owned LGBT news magazine. Founded in 2006, The Rainbow Times is now based out of Boston, but serves all of New England.
=== Radio and television ===
Boston is the largest broadcasting market in New England, with the radio market being the ninth largest in the United States. Several major AM stations include talk radio WRKO, sports/talk station WEEI, and iHeartMedia WBZ. WBZ (AM) broadcasts a news radio format and is a 50,000 watt "clear channel" station, whose nighttime broadcasts are heard hundreds of miles from Boston. A variety of commercial FM radio formats serve the area, as do NPR stations WBUR and WGBH. College and university radio stations include WERS (Emerson), WHRB (Harvard), WUMB (UMass Boston), WMBR (MIT), WZBC (Boston College), WMFO (Tufts University), WBRS (Brandeis University), WTBU (Boston University, campus and web only), WRBB (Northeastern University) and WMLN-FM (Curry College).
The Boston television DMA, which also includes Manchester, New Hampshire, is the eighth largest in the United States. The city is served by stations representing every major American network, including WBZ-TV 4 and its sister station WSBK-TV 38 (the former a CBS O&O, the latter an independent station), WCVB-TV 5 and its sister station WMUR-TV 9 (both ABC), WHDH 7 and its sister station WLVI 56 (the former an independent station, the latter a CW affiliate), WBTS-CD 15 (an NBC O&O), and WFXT 25 (Fox). The city is also home to PBS member station WGBH-TV 2, a major producer of PBS programs, which also operates WGBX 44. Spanish-language television networks, including UniMás (WUTF-TV 27), Telemundo (WNEU 60, a sister station to WBTS-CD), and Univisión (WUNI 66), have a presence in the region, with WNEU serving as network owned-and-operated station. Most of the area's television stations have their transmitters in nearby Needham and Newton along the Route 128 corridor. Six Boston television stations are carried by Canadian satellite television provider Bell TV and by cable television providers in Canada.
Several television shows have used Boston as a setting, such as the popular 1982 sitcom Cheers and the 2001 series The X-Files.
=== Film ===
Films have been made in Boston since as early as 1903, and it continues to be both a popular setting and a popular filming location. Notable movies like The Fighter and The Town were filmed in Boston. Notable movies set in Boston include Good Will Hunting and The Social Network.
=== Video games ===
Video games have used Boston as a backdrop and setting, such as Assassin's Creed III published in 2012 and Fallout 4 in 2015. Some characters from video games are from Boston, such as the Scout from Team Fortress 2. The gaming convention PAX East is held in Boston, which many gaming companies like Microsoft, Ubisoft, and Wizards of the Coast have previously attended.
== Infrastructure ==
=== Transportation ===
Logan International Airport, in East Boston and operated by the Massachusetts Port Authority (Massport), is Boston's principal airport. Nearby general aviation airports are Beverly Municipal Airport to the north, Hanscom Field to the west, and Norwood Memorial Airport to the south. Massport also operates several major facilities within the Port of Boston, including a cruise ship terminal and facilities to handle bulk and container cargo in South Boston, and other facilities in Charlestown and East Boston.Downtown Boston's streets grew organically, so they do not form a planned grid, unlike those in later-developed Back Bay, East Boston, the South End, and South Boston. Boston is the eastern terminus of I-90, which in Massachusetts runs along the Massachusetts Turnpike. The elevated portion of the Central Artery, which carried most of the through traffic in downtown Boston, was replaced with the O'Neill Tunnel during the Big Dig, substantially completed in early 2006. The former and current Central Artery follow I-93 as the primary north–south artery from the city. Other major highways include US 1, which carries traffic to the North Shore and areas south of Boston, US 3, which connects to the northwestern suburbs, Massachusetts Route 3, which connects to the South Shore and Cape Cod, and Massachusetts Route 2 which connects to the western suburbs. Surrounding the city is Massachusetts Route 128, a partial beltway which has been largely subsumed by other routes (mostly I-95 and I-93).
With nearly a third of Bostonians using public transit for their commute to work, Boston has the fourth-highest rate of public transit usage in the country. The city of Boston has a higher than average percentage of households without a car. In 2015, 35.4 percent of Boston households lacked a car, which decreased slightly to 33.8 percent in 2016. The national average was 8.7 percent in 2016. Boston averaged 0.94 cars per household in 2016, compared to a national average of 1.8. Boston's public transportation agency, the Massachusetts Bay Transportation Authority (MBTA) operates the oldest underground rapid transit system in the Americas, and is the fourth-busiest rapid transit system in the country, with 65.5 mi (105 km) of track on four lines. The MBTA also operates busy bus and commuter rail networks, and water shuttles.Amtrak intercity rail to Boston is provided through four stations: South Station, North Station, Back Bay, and Route 128. South Station is a major intermodal transportation hub and is the terminus of Amtrak's Northeast Regional, Acela Express, and Lake Shore Limited routes, in addition to multiple MBTA services. Back Bay is also served by MBTA and those three Amtrak routes, while Route 128, in the southwestern suburbs of Boston, is only served by the Acela Express and Northeast Regional. Meanwhile, Amtrak's Downeaster to Brunswick, Maine terminates in North Station, and is the only Amtrak route to do so.Nicknamed "The Walking City", Boston hosts more pedestrian commuters than do other comparably populated cities. Owing to factors such as necessity, the compactness of the city and large student population, 13 percent of the population commutes by foot, making it the highest percentage of pedestrian commuters in the country out of the major American cities. In 2011, Walk Score ranked Boston the third-most walkable city in the United States. As of 2015, Walk Score still ranks Boston as the third most walkable US city, with a Walk Score of 80, a Transit Score of 75, and a Bike Score of 70.Between 1999 and 2006, Bicycling magazine named Boston three times as one of the worst cities in the US for cycling; regardless, it has one of the highest rates of bicycle commuting. In 2008, as a consequence of improvements made to bicycling conditions within the city, the same magazine put Boston on its "Five for the Future" list as a "Future Best City" for biking, and Boston's bicycle commuting percentage increased from 1% in 2000 to 2.1% in 2009. The bikeshare program Bluebikes, originally called Hubway, launched in late July 2011, logging more than 140,000 rides before the close of its first season. The neighboring municipalities of Cambridge, Somerville, and Brookline joined the Hubway program in the summer of 2012. In 2016, there were 1,461 bikes and 158 docking stations across the city, which in 2022 has increased to 400 stations with a total of 4,000 bikes. PBSC Urban Solutions provides bicycles and technology for this bike-sharing system.In 2013, the Boston-Cambridge-Newton metropolitan statistical area (Boston MSA) had the seventh-lowest percentage of workers who commuted by private automobile (75.6 percent), with 6.2 percent of area workers traveling via rail transit. During the period starting in 2006 and ending in 2013, the Boston MSA had the greatest percentage decline of workers commuting by automobile (3.3 percent) among MSAs with more than a half-million residents.
== International relations ==
The City of Boston has eleven official sister cities:
Kyoto, Japan (1959)
Strasbourg, France (1960)
Barcelona, Spain (1980)
Hangzhou, China (1982)
Padua, Italy (1983)
City of Melbourne, Australia (1985)
Beira, Mozambique (1990)
Taipei, Taiwan (1996)
Sekondi-Takoradi, Ghana (2001)
Belfast, Northern Ireland (2014)
Praia, Cape Verde (2015)Boston has formal partnership relationships through a Memorandum Of Understanding (MOU) with five additional cities or regions:
Guangzhou, China (2014)
Lyon, France (2016)
Copenhagen, Denmark (2017)
Mexico City, Mexico (2017)
North West of Ireland, Ireland (2017)
== See also ==
Outline of Boston
Boston City League (high-school athletic conference)
Boston Citgo Sign
Boston nicknames
Boston–Halifax relations
List of diplomatic missions in Boston
List of people from Boston
National Register of Historic Places listings in Boston
USS Boston, 7 ships
== Notes ==
== References ==
=== Citations ===
=== Sources ===
== Further reading ==
Beagle, Jonathan M.; Penn, Elan (2006). Boston: A Pictorial Celebration. Sterling Publishing Company, Inc. ISBN 978-1-4027-1977-6.
Brown, Robin; The Boston Globe (2009). Boston's Secret Spaces: 50 Hidden Corners In and Around the Hub (1st ed.). Globe Pequot. ISBN 978-0-7627-5062-7.
Hantover, Jeffrey; King, Gilbert (2008). City in Time: Boston. Sterling Publishing Company, Inc. ISBN 978-1-4027-3300-0.
Holli, Melvin G., and Jones, Peter d'A., eds. Biographical Dictionary of American Mayors, 1820-1980 (Greenwood Press, 1981) short scholarly biographies each of the city's mayors 1820 to 1980. online; see index at pp. 406–411 for list.
O'Connell, James C. (2013). The Hub's Metropolis: Greater Boston's Development from Railroad Suburbs to Smart Growth. MIT Press. ISBN 978-0-262-01875-3.
O'Connor, Thomas H. (2000). Boston: A to Z. Harvard University Press. ISBN 978-0-674-00310-1.
Price, Michael; Sammarco, Anthony Mitchell (2000). Boston's Immigrants, 1840–1925. Arcadia Publishing. ISBN 978-0-7524-0921-4.
Krieger, Alex; Cobb, David; Turner, Amy, eds. (2001). Mapping Boston. MIT Press. ISBN 978-0-262-61173-2.
Seasholes, Nancy S. (2003). Gaining Ground: A History of Landmaking in Boston. Cambridge, Massachusetts: MIT Press. ISBN 978-0-262-19494-5.
Shand-Tucci, Douglass (1999). Built in Boston: City & Suburb, 1800–2000 (2nd ed.). University of Massachusetts Press. ISBN 978-1-55849-201-1.
Southworth, Michael; Southworth, Susan (2008). AIA Guide to Boston, third Edition: Contemporary Landmarks, Urban Design, Parks, Historic Buildings and Neighborhoods (3rd ed.). Globe Pequot. ISBN 978-0-7627-4337-7.
Vrabel, Jim; Bostonian Society (2004). When in Boston: A Time Line & Almanac. Northeastern University Press. ISBN 978-1-55553-620-6.
Whitehill, Walter Muir; Kennedy, Lawrence W. (2000). Boston: A Topographical History (3rd ed.). Belknap Press of Harvard University Press. ISBN 978-0-674-00268-5.
== External links ==
Official website
Visit Boston, official tourism website
Geographic data related to Boston at OpenStreetMap
"Boston" . The New Student's Reference Work . 1914.
"Boston" . Encyclopædia Britannica. Vol. 4 (11th ed.). 1911. pp. 290–296.
Historical Maps of Boston from the Norman B. Leventhal Map Center at the Boston Public Library
Boston at Curlie
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Basketball
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Basketball is a team sport in which two teams, most commonly of five players each, opposing one another on a rectangular court, compete with the primary objective of shooting a basketball (approximately 9.4 inches (24 cm) in diameter) through the defender's hoop (a basket 18 inches (46 cm) in diameter mounted 10 feet (3.048 m) high to a backboard at each end of the court), while preventing the opposing team from shooting through their own hoop. A field goal is worth two points, unless made from behind the three-point line, when it is worth three. After a foul, timed play stops and the player fouled or designated to shoot a technical foul is given one, two or three one-point free throws. The team with the most points at the end of the game wins, but if regulation play expires with the score tied, an additional period of play (overtime) is mandated.
Players advance the ball by bouncing it while walking or running (dribbling) or by passing it to a teammate, both of which require considerable skill. On offense, players may use a variety of shots – the layup, the jump shot, or a dunk; on defense, they may steal the ball from a dribbler, intercept passes, or block shots; either offense or defense may collect a rebound, that is, a missed shot that bounces from rim or backboard. It is a violation to lift or drag one's pivot foot without dribbling the ball, to carry it, or to hold the ball with both hands then resume dribbling.
The five players on each side fall into five playing positions. The tallest player is usually the center, the second-tallest and strongest is the power forward, a slightly shorter but more agile player is the small forward, and the shortest players or the best ball handlers are the shooting guard and the point guard, who implement the coach's game plan by managing the execution of offensive and defensive plays (player positioning). Informally, players may play three-on-three, two-on-two, and one-on-one.
Invented in 1891 by Canadian-American gym teacher James Naismith in Springfield, Massachusetts, in the United States, basketball has evolved to become one of the world's most popular and widely viewed sports. The National Basketball Association (NBA) is the most significant professional basketball league in the world in terms of popularity, salaries, talent, and level of competition (drawing most of its talent from U.S. college basketball). Outside North America, the top clubs from national leagues qualify to continental championships such as the EuroLeague and the Basketball Champions League Americas. The FIBA Basketball World Cup and Men's Olympic Basketball Tournament are the major international events of the sport and attract top national teams from around the world. Each continent hosts regional competitions for national teams, like EuroBasket and FIBA AmeriCup.
The FIBA Women's Basketball World Cup and Women's Olympic Basketball Tournament feature top national teams from continental championships. The main North American league is the WNBA (NCAA Women's Division I Basketball Championship is also popular), whereas the strongest European clubs participate in the EuroLeague Women.
== History ==
=== Creation ===
In December 1891, James Naismith, a Canadian-American professor of physical education and instructor at the International Young Men's Christian Association Training School (now Springfield College) in Springfield, Massachusetts, was trying to keep his gym class active on a rainy day. He sought a vigorous indoor game to keep his students occupied and at proper levels of fitness during the long New England winters. After rejecting other ideas as either too rough or poorly suited to walled-in gymnasiums, he invented a new game in which players would pass a ball to teammates and try to score points by tossing the ball into a basket mounted on a wall. Naismith wrote the basic rules and nailed a peach basket onto an elevated track. Naismith initially set up the peach basket with its bottom intact, which meant that the ball had to be retrieved manually after each "basket" or point scored. This quickly proved tedious, so Naismith removed the bottom of the basket to allow the balls to be poked out with a long dowel after each scored basket.
Basketball was originally played with a soccer ball. These round balls from "association football" were made, at the time, with a set of laces to close off the hole needed for inserting the inflatable bladder after the other sewn-together segments of the ball's cover had been flipped outside-in. These laces could cause bounce passes and dribbling to be unpredictable. Eventually a lace-free ball construction method was invented, and this change to the game was endorsed by Naismith (whereas in American football, the lace construction proved to be advantageous for gripping and remains to this day). The first balls made specifically for basketball were brown, and it was only in the late 1950s that Tony Hinkle, searching for a ball that would be more visible to players and spectators alike, introduced the orange ball that is now in common use. Dribbling was not part of the original game except for the "bounce pass" to teammates. Passing the ball was the primary means of ball movement. Dribbling was eventually introduced but limited by the asymmetric shape of early balls. Dribbling was common by 1896, with a rule against the double dribble by 1898.The peach baskets were used until 1906 when they were finally replaced by metal hoops with backboards. A further change was soon made, so the ball merely passed through. Whenever a person got the ball in the basket, his team would gain a point. Whichever team got the most points won the game. The baskets were originally nailed to the mezzanine balcony of the playing court, but this proved impractical when spectators in the balcony began to interfere with shots. The backboard was introduced to prevent this interference; it had the additional effect of allowing rebound shots. Naismith's handwritten diaries, discovered by his granddaughter in early 2006, indicate that he was nervous about the new game he had invented, which incorporated rules from a children's game called duck on a rock, as many had failed before it.Frank Mahan, one of the players from the original first game, approached Naismith after the Christmas break, in early 1892, asking him what he intended to call his new game. Naismith replied that he hadn't thought of it because he had been focused on just getting the game started. Mahan suggested that it be called "Naismith ball", at which he laughed, saying that a name like that would kill any game. Mahan then said, "Why not call it basketball?" Naismith replied, "We have a basket and a ball, and it seems to me that would be a good name for it." The first official game was played in the YMCA gymnasium in Albany, New York, on January 20, 1892, with nine players. The game ended at 1–0; the shot was made from 25 feet (7.6 m), on a court just half the size of a present-day Streetball or National Basketball Association (NBA) court.
At the time, soccer was being played with 10 to a team (which was increased to 11). When winter weather got too icy to play soccer, teams were taken indoors, and it was convenient to have them split in half and play basketball with five on each side. By 1897–98, teams of five became standard.
=== College basketball ===
Basketball's early adherents were dispatched to YMCAs throughout the United States, and it quickly spread through the United States and Canada. By 1895, it was well established at several women's high schools. While YMCA was responsible for initially developing and spreading the game, within a decade it discouraged the new sport, as rough play and rowdy crowds began to detract from YMCA's primary mission. However, other amateur sports clubs, colleges, and professional clubs quickly filled the void. In the years before World War I, the Amateur Athletic Union and the Intercollegiate Athletic Association of the United States (forerunner of the NCAA) vied for control over the rules for the game. The first pro league, the National Basketball League, was formed in 1898 to protect players from exploitation and to promote a less rough game. This league only lasted five years.
James Naismith was instrumental in establishing college basketball. His colleague C. O. Beamis fielded the first college basketball team just a year after the Springfield YMCA game at the suburban Pittsburgh Geneva College. Naismith himself later coached at the University of Kansas for six years, before handing the reins to renowned coach Forrest "Phog" Allen. Naismith's disciple Amos Alonzo Stagg brought basketball to the University of Chicago, while Adolph Rupp, a student of Naismith's at Kansas, enjoyed great success as coach at the University of Kentucky. On February 9, 1895, the first intercollegiate 5-on-5 game was played at Hamline University between Hamline and the School of Agriculture, which was affiliated with the University of Minnesota. The School of Agriculture won in a 9–3 game.
In 1901, colleges, including the University of Chicago, Columbia University, Cornell University, Dartmouth College, the University of Minnesota, the U.S. Naval Academy, the University of Colorado and Yale University began sponsoring men's games. In 1905, frequent injuries on the football field prompted President Theodore Roosevelt to suggest that colleges form a governing body, resulting in the creation of the Intercollegiate Athletic Association of the United States (IAAUS). In 1910, that body changed its name to the National Collegiate Athletic Association (NCAA). The first Canadian interuniversity basketball game was played at YMCA in Kingston, Ontario on February 6, 1904, when McGill University – Naismith's alma mater – visited Queen's University. McGill won 9–7 in overtime; the score was 7–7 at the end of regulation play, and a ten-minute overtime period settled the outcome. A good turnout of spectators watched the game.The first men's national championship tournament, the National Association of Intercollegiate Basketball tournament, which still exists as the National Association of Intercollegiate Athletics (NAIA) tournament, was organized in 1937. The first national championship for NCAA teams, the National Invitation Tournament (NIT) in New York, was organized in 1938; the NCAA national tournament began one year later. College basketball was rocked by gambling scandals from 1948 to 1951, when dozens of players from top teams were implicated in match fixing and point shaving. Partially spurred by an association with cheating, the NIT lost support to the NCAA tournament.
=== High school basketball ===
Before widespread school district consolidation, most American high schools were far smaller than their present-day counterparts. During the first decades of the 20th century, basketball quickly became the ideal interscholastic sport due to its modest equipment and personnel requirements. In the days before widespread television coverage of professional and college sports, the popularity of high school basketball was unrivaled in many parts of America. Perhaps the most legendary of high school teams was Indiana's Franklin Wonder Five, which took the nation by storm during the 1920s, dominating Indiana basketball and earning national recognition.
Today virtually every high school in the United States fields a basketball team in varsity competition. Basketball's popularity remains high, both in rural areas where they carry the identification of the entire community, as well as at some larger schools known for their basketball teams where many players go on to participate at higher levels of competition after graduation. In the 2016–17 season, 980,673 boys and girls represented their schools in interscholastic basketball competition, according to the National Federation of State High School Associations. The states of Illinois, Indiana and Kentucky are particularly well known for their residents' devotion to high school basketball, commonly called Hoosier Hysteria in Indiana; the critically acclaimed film Hoosiers shows high school basketball's depth of meaning to these communities.
There is currently no tournament to determine a national high school champion. The most serious effort was the National Interscholastic Basketball Tournament at the University of Chicago from 1917 to 1930. The event was organized by Amos Alonzo Stagg and sent invitations to state champion teams. The tournament started out as a mostly Midwest affair but grew. In 1929 it had 29 state champions. Faced with opposition from the National Federation of State High School Associations and North Central Association of Colleges and Schools that bore a threat of the schools losing their accreditation the last tournament was in 1930. The organizations said they were concerned that the tournament was being used to recruit professional players from the prep ranks. The tournament did not invite minority schools or private/parochial schools.
The National Catholic Interscholastic Basketball Tournament ran from 1924 to 1941 at Loyola University. The National Catholic Invitational Basketball Tournament from 1954 to 1978 played at a series of venues, including Catholic University, Georgetown and George Mason. The National Interscholastic Basketball Tournament for Black High Schools was held from 1929 to 1942 at Hampton Institute. The National Invitational Interscholastic Basketball Tournament was held from 1941 to 1967 starting out at Tuskegee Institute. Following a pause during World War II it resumed at Tennessee State College in Nashville. The basis for the champion dwindled after 1954 when Brown v. Board of Education began an integration of schools. The last tournaments were held at Alabama State College from 1964 to 1967.
=== Professional basketball ===
Teams abounded throughout the 1920s. There were hundreds of men's professional basketball teams in towns and cities all over the United States, and little organization of the professional game. Players jumped from team to team and teams played in armories and smoky dance halls. Leagues came and went. Barnstorming squads such as the Original Celtics and two all-African American teams, the New York Renaissance Five ("Rens") and the (still existing) Harlem Globetrotters played up to two hundred games a year on their national tours.
In 1946, the Basketball Association of America (BAA) was formed. The first game was played in Toronto, Ontario, Canada between the Toronto Huskies and New York Knickerbockers on November 1, 1946. Three seasons later, in 1949, the BAA merged with the National Basketball League (NBL) to form the National Basketball Association (NBA). By the 1950s, basketball had become a major college sport, thus paving the way for a growth of interest in professional basketball. In 1959, a basketball hall of fame was founded in Springfield, Massachusetts, site of the first game. Its rosters include the names of great players, coaches, referees and people who have contributed significantly to the development of the game. The hall of fame has people who have accomplished many goals in their career in basketball. An upstart organization, the American Basketball Association, emerged in 1967 and briefly threatened the NBA's dominance until the ABA-NBA merger in 1976. Today the NBA is the top professional basketball league in the world in terms of popularity, salaries, talent, and level of competition.
The NBA has featured many famous players, including George Mikan, the first dominating "big man"; ball-handling wizard Bob Cousy and defensive genius Bill Russell of the Boston Celtics; charismatic center Wilt Chamberlain, who originally played for the barnstorming Harlem Globetrotters; all-around stars Oscar Robertson and Jerry West; more recent big men Kareem Abdul-Jabbar, Shaquille O'Neal, Hakeem Olajuwon and Karl Malone; playmakers John Stockton, Isiah Thomas and Steve Nash; crowd-pleasing forwards Julius Erving and Charles Barkley; European stars Dirk Nowitzki, Pau Gasol and Tony Parker; Latin American stars Manu Ginobili, more recent superstars, Allen Iverson, Kobe Bryant, Tim Duncan, LeBron James, Stephen Curry, Giannis Antetokounmpo, etc.; and the three players who many credit with ushering the professional game to its highest level of popularity during the 1980s and 1990s: Larry Bird, Earvin "Magic" Johnson, and Michael Jordan.
In 2001, the NBA formed a developmental league, the National Basketball Development League (later known as the NBA D-League and then the NBA G League after a branding deal with Gatorade). As of the 2021–22 season, the G League has 30 teams.
=== International basketball ===
FIBA (International Basketball Federation) was formed in 1932 by eight founding nations: Argentina, Czechoslovakia, Greece, Italy, Latvia, Portugal, Romania and Switzerland. At this time, the organization only oversaw amateur players. Its acronym, derived from the French Fédération Internationale de Basket-ball Amateur, was thus "FIBA". Men's basketball was first included at the Berlin 1936 Summer Olympics, although a demonstration tournament was held in 1904. The United States defeated Canada in the first final, played outdoors. This competition has usually been dominated by the United States, whose team has won all but three titles. The first of these came in a controversial final game in Munich in 1972 against the Soviet Union, in which the ending of the game was replayed three times until the Soviet Union finally came out on top. In 1950 the first FIBA World Championship for men, now known as the FIBA Basketball World Cup, was held in Argentina. Three years later, the first FIBA World Championship for women, now known as the FIBA Women's Basketball World Cup, was held in Chile. Women's basketball was added to the Olympics in 1976, which were held in Montreal, Quebec, Canada with teams such as the Soviet Union, Brazil and Australia rivaling the American squads.
In 1989, FIBA allowed professional NBA players to participate in the Olympics for the first time. Prior to the 1992 Summer Olympics, only European and South American teams were allowed to field professionals in the Olympics. The United States' dominance continued with the introduction of the original Dream Team. In the 2004 Athens Olympics, the United States suffered its first Olympic loss while using professional players, falling to Puerto Rico (in a 19-point loss) and Lithuania in group games, and being eliminated in the semifinals by Argentina. It eventually won the bronze medal defeating Lithuania, finishing behind Argentina and Italy. The Redeem Team, won gold at the 2008 Olympics, and the B-Team, won gold at the 2010 FIBA World Championship in Turkey despite featuring no players from the 2008 squad. The United States continued its dominance as they won gold at the 2012 Olympics, 2014 FIBA World Cup and the 2016 Olympics.
Worldwide, basketball tournaments are held for boys and girls of all age levels. The global popularity of the sport is reflected in the nationalities represented in the NBA. Players from all six inhabited continents currently play in the NBA. Top international players began coming into the NBA in the mid-1990s, including Croatians Dražen Petrović and Toni Kukoč, Serbian Vlade Divac, Lithuanians Arvydas Sabonis and Šarūnas Marčiulionis, Dutchman Rik Smits and German Detlef Schrempf.
In the Philippines, the Philippine Basketball Association's first game was played on April 9, 1975, at the Araneta Coliseum in Cubao, Quezon City, Philippines. It was founded as a "rebellion" of several teams from the now-defunct Manila Industrial and Commercial Athletic Association, which was tightly controlled by the Basketball Association of the Philippines (now defunct), the then-FIBA recognized national association. Nine teams from the MICAA participated in the league's first season that opened on April 9, 1975. The NBL is Australia's pre-eminent men's professional basketball league. The league commenced in 1979, playing a winter season (April–September) and did so until the completion of the 20th season in 1998. The 1998–99 season, which commenced only months later, was the first season after the shift to the current summer season format (October–April). This shift was an attempt to avoid competing directly against Australia's various football codes. It features 8 teams from around Australia and one in New Zealand. A few players including Luc Longley, Andrew Gaze, Shane Heal, Chris Anstey and Andrew Bogut made it big internationally, becoming poster figures for the sport in Australia. The Women's National Basketball League began in 1981.
=== Women's basketball ===
Women's basketball began in 1892 at Smith College when Senda Berenson, a physical education teacher, modified Naismith's rules for women. Shortly after she was hired at Smith, she went to Naismith to learn more about the game. Fascinated by the new sport and the values it could teach, she organized the first women's collegiate basketball game on March 21, 1893, when her Smith freshmen and sophomores played against one another. However, the first women's interinstitutional game was played in 1892 between the University of California and Miss Head's School. Berenson's rules were first published in 1899, and two years later she became the editor of A. G. Spalding's first Women's Basketball Guide. Berenson's freshmen played the sophomore class in the first women's intercollegiate basketball game at Smith College, March 21, 1893. The same year, Mount Holyoke and Sophie Newcomb College (coached by Clara Gregory Baer) women began playing basketball. By 1895, the game had spread to colleges across the country, including Wellesley, Vassar, and Bryn Mawr. The first intercollegiate women's game was on April 4, 1896. Stanford women played Berkeley, 9-on-9, ending in a 2–1 Stanford victory.
Women's basketball development was more structured than that for men in the early years. In 1905, the executive committee on Basket Ball Rules (National Women's Basketball Committee) was created by the American Physical Education Association. These rules called for six to nine players per team and 11 officials. The International Women's Sports Federation (1924) included a women's basketball competition. 37 women's high school varsity basketball or state tournaments were held by 1925. And in 1926, the Amateur Athletic Union backed the first national women's basketball championship, complete with men's rules. The Edmonton Grads, a touring Canadian women's team based in Edmonton, Alberta, operated between 1915 and 1940. The Grads toured all over North America, and were exceptionally successful. They posted a record of 522 wins and only 20 losses over that span, as they met any team that wanted to challenge them, funding their tours from gate receipts. The Grads also shone on several exhibition trips to Europe, and won four consecutive exhibition Olympics tournaments, in 1924, 1928, 1932, and 1936; however, women's basketball was not an official Olympic sport until 1976. The Grads' players were unpaid, and had to remain single. The Grads' style focused on team play, without overly emphasizing skills of individual players. The first women's AAU All-America team was chosen in 1929. Women's industrial leagues sprang up throughout the United States, producing famous athletes, including Babe Didrikson of the Golden Cyclones, and the All American Red Heads Team, which competed against men's teams, using men's rules. By 1938, the women's national championship changed from a three-court game to two-court game with six players per team.
The NBA-backed Women's National Basketball Association (WNBA) began in 1997. Though it had shaky attendance figures, several marquee players (Lisa Leslie, Diana Taurasi, and Candace Parker among others) have helped the league's popularity and level of competition. Other professional women's basketball leagues in the United States, such as the American Basketball League (1996–98), have folded in part because of the popularity of the WNBA. The WNBA has been looked at by many as a niche league. However, the league has recently taken steps forward. In June 2007, the WNBA signed a contract extension with ESPN. The new television deal ran from 2009 to 2016. Along with this deal, came the first-ever rights fees to be paid to a women's professional sports league. Over the eight years of the contract, "millions and millions of dollars" were "dispersed to the league's teams." In a March 12, 2009, article, NBA commissioner David Stern said that in the bad economy, "the NBA is far less profitable than the WNBA. We're losing a lot of money among a large number of teams. We're budgeting the WNBA to break even this year."
== Rules and regulations ==
Measurements and time limits discussed in this section often vary among tournaments and organizations; international and NBA rules are used in this section.
The object of the game is to outscore one's opponents by throwing the ball through the opponents' basket from above while preventing the opponents from doing so on their own. An attempt to score in this way is called a shot. A successful shot is worth two points, or three points if it is taken from beyond the three-point arc 6.75 metres (22 ft 2 in) from the basket in international games and 23 feet 9 inches (7.24 m) in NBA games. A one-point shot can be earned when shooting from the foul line after a foul is made. After a team has scored from a field goal or free throw, play is resumed with a throw-in awarded to the non-scoring team taken from a point beyond the endline of the court where the points were scored.
=== Playing regulations ===
Games are played in four quarters of 10 (FIBA) or 12 minutes (NBA). College men's games use two 20-minute halves, college women's games use 10-minute quarters, and most United States high school varsity games use 8-minute quarters; however, this varies from state to state. 15 minutes are allowed for a half-time break under FIBA, NBA, and NCAA rules and 10 minutes in United States high schools. Overtime periods are five minutes in length except for high school, which is four minutes in length. Teams exchange baskets for the second half. The time allowed is actual playing time; the clock is stopped while the play is not active. Therefore, games generally take much longer to complete than the allotted game time, typically about two hours.
Five players from each team may be on the court at one time. Substitutions are unlimited but can only be done when play is stopped. Teams also have a coach, who oversees the development and strategies of the team, and other team personnel such as assistant coaches, managers, statisticians, doctors and trainers.
For both men's and women's teams, a standard uniform consists of a pair of shorts and a jersey with a clearly visible number, unique within the team, printed on both the front and back. Players wear high-top sneakers that provide extra ankle support. Typically, team names, players' names and, outside of North America, sponsors are printed on the uniforms.
A limited number of time-outs, clock stoppages requested by a coach (or sometimes mandated in the NBA) for a short meeting with the players, are allowed. They generally last no longer than one minute (100 seconds in the NBA) unless, for televised games, a commercial break is needed.
The game is controlled by the officials consisting of the referee (referred to as crew chief in the NBA), one or two umpires (referred to as referees in the NBA) and the table officials. For college, the NBA, and many high schools, there are a total of three referees on the court. The table officials are responsible for keeping track of each team's scoring, timekeeping, individual and team fouls, player substitutions, team possession arrow, and the shot clock.
=== Equipment ===
The only essential equipment in a basketball game is the ball and the court: a flat, rectangular surface with baskets at opposite ends. Competitive levels require the use of more equipment such as clocks, score sheets, scoreboards, alternating possession arrows, and whistle-operated stop-clock systems.
A regulation basketball court in international games is 28 meters (92 feet) long and 15 meters (49 feet) wide. In the NBA and NCAA the court is 94 by 50 feet (29 by 15 meters). Most courts have wood flooring, usually constructed from maple planks running in the same direction as the longer court dimension. The name and logo of the home team is usually painted on or around the center circle.
The basket is a steel rim 18 inches (46 cm) diameter with an attached net affixed to a backboard that measures 6 by 3.5 feet (1.8 by 1.1 meters) and one basket is at each end of the court. The white outlined box on the backboard is 18 inches (46 cm) high and 2 feet (61 cm) wide. At almost all levels of competition, the top of the rim is exactly 10 feet (3.05 meters) above the court and 4 feet (1.22 meters) inside the baseline. While variation is possible in the dimensions of the court and backboard, it is considered important for the basket to be of the correct height – a rim that is off by just a few inches can have an adverse effect on shooting. The net must "check the ball momentarily as it passes through the basket" to aid the visual confirmation that the ball went through. The act of checking the ball has the further advantage of slowing down the ball so the rebound doesn't go as far.The size of the basketball is also regulated. For men, the official ball is 29.5 inches (75 cm) in circumference (size 7, or a "295 ball") and weighs 22 oz (620 g). If women are playing, the official basketball size is 28.5 inches (72 cm) in circumference (size 6, or a "285 ball") with a weight of 20 oz (570 g). In 3x3, a formalized version of the halfcourt 3-on-3 game, a dedicated ball with the circumference of a size 6 ball but the weight of a size 7 ball is used in all competitions (men's, women's, and mixed teams).
=== Violations ===
The ball may be advanced toward the basket by being shot, passed between players, thrown, tapped, rolled or dribbled (bouncing the ball while running).
The ball must stay within the court; the last team to touch the ball before it travels out of bounds forfeits possession. The ball is out of bounds if it touches a boundary line, or touches any player or object that is out of bounds.
There are limits placed on the steps a player may take without dribbling, which commonly results in an infraction known as traveling. Nor may a player stop their dribble and then resume dribbling. A dribble that touches both hands is considered stopping the dribble, giving this infraction the name double dribble. Within a dribble, the player cannot carry the ball by placing their hand on the bottom of the ball; doing so is known as carrying the ball. A team, once having established ball control in the front half of their court, may not return the ball to the backcourt and be the first to touch it. A violation of these rules results in loss of possession.
The ball may not be kicked, nor be struck with the fist. For the offense, a violation of these rules results in loss of possession; for the defense, most leagues reset the shot clock and the offensive team is given possession of the ball out of bounds.
There are limits imposed on the time taken before progressing the ball past halfway (8 seconds in FIBA and the NBA; 10 seconds in NCAA and high school for both sexes), before attempting a shot (24 seconds in FIBA, the NBA, and U Sports (Canadian universities) play for both sexes, and 30 seconds in NCAA play for both sexes), holding the ball while closely guarded (5 seconds), and remaining in the restricted area known as the free-throw lane, (or the "key") (3 seconds). These rules are designed to promote more offense.
There are also limits on how players may block an opponent's field goal attempt or help a teammate's field goal attempt. Goaltending is a defender's touching of a ball that is on a downward flight toward the basket, while the related violation of basket interference is the touching of a ball that is on the rim or above the basket, or by a player reaching through the basket from below. Goaltending and basket interference committed by a defender result in awarding the basket to the offense, while basket interference committed by an offensive player results in cancelling the basket if one is scored. The defense gains possession in all cases of goaltending or basket interference.
=== Fouls ===
An attempt to unfairly disadvantage an opponent through certain types of physical contact is illegal and is called a personal foul. These are most commonly committed by defensive players; however, they can be committed by offensive players as well. Players who are fouled either receive the ball to pass inbounds again, or receive one or more free throws if they are fouled in the act of shooting, depending on whether the shot was successful. One point is awarded for making a free throw, which is attempted from a line 15 feet (4.6 m) from the basket.
The referee is responsible for judging whether contact is illegal, sometimes resulting in controversy. The calling of fouls can vary between games, leagues and referees.
There is a second category of fouls called technical fouls, which may be charged for various rules violations including failure to properly record a player in the scorebook, or for unsportsmanlike conduct. These infractions result in one or two free throws, which may be taken by any of the five players on the court at the time. Repeated incidents can result in disqualification. A blatant foul involving physical contact that is either excessive or unnecessary is called an intentional foul (flagrant foul in the NBA). In FIBA and NCAA women's basketball, a foul resulting in ejection is called a disqualifying foul, while in leagues other than the NBA, such a foul is referred to as flagrant.
If a team exceeds a certain limit of team fouls in a given period (quarter or half) – four for NBA, NCAA women's, and international games – the opposing team is awarded one or two free throws on all subsequent non-shooting fouls for that period, the number depending on the league. In the US college men's game and high school games for both sexes, if a team reaches 7 fouls in a half, the opposing team is awarded one free throw, along with a second shot if the first is made. This is called shooting "one-and-one". If a team exceeds 10 fouls in the half, the opposing team is awarded two free throws on all subsequent fouls for the half.
When a team shoots foul shots, the opponents may not interfere with the shooter, nor may they try to regain possession until the last or potentially last free throw is in the air.
After a team has committed a specified number of fouls, the other team is said to be "in the bonus". On scoreboards, this is usually signified with an indicator light reading "Bonus" or "Penalty" with an illuminated directional arrow or dot indicating that team is to receive free throws when fouled by the opposing team. (Some scoreboards also indicate the number of fouls committed.)
If a team misses the first shot of a two-shot situation, the opposing team must wait for the completion of the second shot before attempting to reclaim possession of the ball and continuing play.
If a player is fouled while attempting a shot and the shot is unsuccessful, the player is awarded a number of free throws equal to the value of the attempted shot. A player fouled while attempting a regular two-point shot thus receives two shots, and a player fouled while attempting a three-point shot receives three shots.
If a player is fouled while attempting a shot and the shot is successful, typically the player will be awarded one additional free throw for one point. In combination with a regular shot, this is called a "three-point play" or "four-point play" (or more colloquially, an "and one") because of the basket made at the time of the foul (2 or 3 points) and the additional free throw (1 point).
== Common techniques and practices ==
=== Positions ===
Although the rules do not specify any positions whatsoever, they have evolved as part of basketball. During the early years of basketball's evolution, two guards, two forwards, and one center were used. In more recent times specific positions evolved, but the current trend, advocated by many top coaches including Mike Krzyzewski, is towards positionless basketball, where big players are free to shoot from outside and dribble if their skill allows it. Popular descriptions of positions include:
Point guard (often called the "1") : usually the fastest player on the team, organizes the team's offense by controlling the ball and making sure that it gets to the right player at the right time.
Shooting guard (the "2") : creates a high volume of shots on offense, mainly long-ranged; and guards the opponent's best perimeter player on defense.
Small forward (the "3") : often primarily responsible for scoring points via cuts to the basket and dribble penetration; on defense seeks rebounds and steals, but sometimes plays more actively.
Power forward (the "4"): plays offensively often with their back to the basket; on defense, plays under the basket (in a zone defense) or against the opposing power forward (in man-to-man defense).
Center (the "5"): uses height and size to score (on offense), to protect the basket closely (on defense), or to rebound.
The above descriptions are flexible. For most teams today, the shooting guard and small forward have very similar responsibilities and are often called the wings, as do the power forward and center, who are often called post players. While most teams describe two players as guards, two as forwards, and one as a center, on some occasions teams choose to call them by different designations.
=== Strategy ===
There are two main defensive strategies: zone defense and man-to-man defense. In a zone defense, each player is assigned to guard a specific area of the court. Zone defenses often allow the defense to double team the ball, a manoeuver known as a trap. In a man-to-man defense, each defensive player guards a specific opponent.
Offensive plays are more varied, normally involving planned passes and movement by players without the ball. A quick movement by an offensive player without the ball to gain an advantageous position is known as a cut. A legal attempt by an offensive player to stop an opponent from guarding a teammate, by standing in the defender's way such that the teammate cuts next to him, is a screen or pick. The two plays are combined in the pick and roll, in which a player sets a pick and then "rolls" away from the pick towards the basket. Screens and cuts are very important in offensive plays; these allow the quick passes and teamwork, which can lead to a successful basket. Teams almost always have several offensive plays planned to ensure their movement is not predictable. On court, the point guard is usually responsible for indicating which play will occur.
=== Shooting ===
Shooting is the act of attempting to score points by throwing the ball through the basket, methods varying with players and situations.
Typically, a player faces the basket with both feet facing the basket. A player will rest the ball on the fingertips of the dominant hand (the shooting arm) slightly above the head, with the other hand supporting the side of the ball. The ball is usually shot by jumping (though not always) and extending the shooting arm. The shooting arm, fully extended with the wrist fully bent, is held stationary for a moment following the release of the ball, known as a follow-through. Players often try to put a steady backspin on the ball to absorb its impact with the rim. The ideal trajectory of the shot is somewhat controversial, but generally a proper arc is recommended. Players may shoot directly into the basket or may use the backboard to redirect the ball into the basket.
The two most common shots that use the above described setup are the set shot and the jump shot. Both are preceded by a crouching action which preloads the muscles and increases the power of the shot. In a set shot, the shooter straightens up and throws from a standing position with neither foot leaving the floor; this is typically used for free throws. For a jump shot, the throw is taken in mid-air with the ball being released near the top of the jump. This provides much greater power and range, and it also allows the player to elevate over the defender. Failure to release the ball before the feet return to the floor is considered a traveling violation.
Another common shot is called the layup. This shot requires the player to be in motion toward the basket, and to "lay" the ball "up" and into the basket, typically off the backboard (the backboard-free, underhand version is called a finger roll). The most crowd-pleasing and typically highest-percentage accuracy shot is the slam dunk, in which the player jumps very high and throws the ball downward, through the basket while touching it.
Another shot that is less common than the layup, is the "circus shot". The circus shot is a low-percentage shot that is flipped, heaved, scooped, or flung toward the hoop while the shooter is off-balance, airborne, falling down or facing away from the basket. A back-shot is a shot taken when the player is facing away from the basket, and may be shot with the dominant hand, or both; but there is a very low chance that the shot will be successful.A shot that misses both the rim and the backboard completely is referred to as an air ball. A particularly bad shot, or one that only hits the backboard, is jocularly called a brick. The hang time is the length of time a player stays in the air after jumping, either to make a slam dunk, layup or jump shot.
=== Rebounding ===
The objective of rebounding is to successfully gain possession of the basketball after a missed field goal or free throw, as it rebounds from the hoop or backboard. This plays a major role in the game, as most possessions end when a team misses a shot. There are two categories of rebounds: offensive rebounds, in which the ball is recovered by the offensive side and does not change possession, and defensive rebounds, in which the defending team gains possession of the loose ball. The majority of rebounds are defensive, as the team on defense tends to be in better position to recover missed shots; for example, about 75% of rebounds in the NBA are defensive.
=== Passing ===
A pass is a method of moving the ball between players. Most passes are accompanied by a step forward to increase power and are followed through with the hands to ensure accuracy.
A staple pass is the chest pass. The ball is passed directly from the passer's chest to the receiver's chest. A proper chest pass involves an outward snap of the thumbs to add velocity and leaves the defence little time to react.
Another type of pass is the bounce pass. Here, the passer bounces the ball crisply about two-thirds of the way from his own chest to the receiver. The ball strikes the court and bounces up toward the receiver. The bounce pass takes longer to complete than the chest pass, but it is also harder for the opposing team to intercept (kicking the ball deliberately is a violation). Thus, players often use the bounce pass in crowded moments, or to pass around a defender.
The overhead pass is used to pass the ball over a defender. The ball is released while over the passer's head.
The outlet pass occurs after a team gets a defensive rebound. The next pass after the rebound is the outlet pass.
The crucial aspect of any good pass is it being difficult to intercept. Good passers can pass the ball with great accuracy and they know exactly where each of their other teammates prefers to receive the ball. A special way of doing this is passing the ball without looking at the receiving teammate. This is called a no-look pass.
Another advanced style of passing is the behind-the-back pass, which, as the description implies, involves throwing the ball behind the passer's back to a teammate. Although some players can perform such a pass effectively, many coaches discourage no-look or behind-the-back passes, believing them to be difficult to control and more likely to result in turnovers or violations.
=== Dribbling ===
Dribbling is the act of bouncing the ball continuously with one hand and is a requirement for a player to take steps with the ball. To dribble, a player pushes the ball down towards the ground with the fingertips rather than patting it; this ensures greater control.
When dribbling past an opponent, the dribbler should dribble with the hand farthest from the opponent, making it more difficult for the defensive player to get to the ball. It is therefore important for a player to be able to dribble competently with both hands.
Good dribblers (or "ball handlers") tend to keep their dribbling hand low to the ground, reducing the distance of travel of the ball from the floor to the hand, making it more difficult for the defender to "steal" the ball. Good ball handlers frequently dribble behind their backs, between their legs, and switch directions suddenly, making a less predictable dribbling pattern that is more difficult to defend against. This is called a crossover, which is the most effective way to move past defenders while dribbling.
A skilled player can dribble without watching the ball, using the dribbling motion or peripheral vision to keep track of the ball's location. By not having to focus on the ball, a player can look for teammates or scoring opportunities, as well as avoid the danger of having someone steal the ball away from him/her.
=== Blocking ===
A block is performed when, after a shot is attempted, a defender succeeds in altering the shot by touching the ball. In almost all variants of play, it is illegal to touch the ball after it is in the downward path of its arc; this is known as goaltending. It is also illegal under NBA and Men's NCAA basketball to block a shot after it has touched the backboard, or when any part of the ball is directly above the rim. Under international rules it is illegal to block a shot that is in the downward path of its arc or one that has touched the backboard until the ball has hit the rim. After the ball hits the rim, it is again legal to touch it even though it is no longer considered as a block performed.
To block a shot, a player has to be able to reach a point higher than where the shot is released. Thus, height can be an advantage in blocking. Players who are taller and playing the power forward or center positions generally record more blocks than players who are shorter and playing the guard positions. However, with good timing and a sufficiently high vertical leap, even shorter players can be effective shot blockers.
== Height ==
At the professional level, most male players are above 6 feet 3 inches (1.91 m) and most women above 5 feet 7 inches (1.70 m). Guards, for whom physical coordination and ball-handling skills are crucial, tend to be the smallest players. Almost all forwards in the top men's pro leagues are 6 feet 6 inches (1.98 m) or taller. Most centers are over 6 feet 10 inches (2.08 m) tall. According to a survey given to all NBA teams, the average height of all NBA players is just under 6 feet 7 inches (2.01 m), with the average weight being close to 222 pounds (101 kg). The tallest players ever in the NBA were Manute Bol and Gheorghe Mureșan, who were both 7 feet 7 inches (2.31 m) tall. At 7 feet 2 inches (2.18 m), Margo Dydek was the tallest player in the history of the WNBA.
The shortest player ever to play in the NBA is Muggsy Bogues at 5 feet 3 inches (1.60 m). Other average-height or relatively short players have thrived at the pro level, including Anthony "Spud" Webb, who was 5 feet 7 inches (1.70 m) tall, but had a 42-inch (1.1 m) vertical leap, giving him significant height when jumping, and Temeka Johnson, who won the WNBA Rookie of the Year Award and a championship with the Phoenix Mercury while standing only 5 feet 3 inches (1.60 m). While shorter players are often at a disadvantage in certain aspects of the game, their ability to navigate quickly through crowded areas of the court and steal the ball by reaching low are strengths.
Players regularly inflate their height in high school or college. Many prospects exaggerate their height while in high school or college to make themselves more appealing to coaches and scouts, who prefer taller players. Charles Barkley stated; "I've been measured at 6–5, 6-4+3⁄4. But I started in college at 6–6." Sam Smith, a former writer from the Chicago Tribune, said: "We sort of know the heights, because after camp, the sheet comes out. But you use that height, and the player gets mad. And then you hear from his agent. Or you file your story with the right height, and the copy desk changes it because they have the 'official' N.B.A. media guide, which is wrong. So you sort of go along with the joke."Since the 2019-20 NBA season heights of NBA players are recorded definitively by measuring players with their shoes off.
== Variations and similar games ==
Variations of basketball are activities based on the game of basketball, using common basketball skills and equipment (primarily the ball and basket). Some variations only have superficial rule changes, while others are distinct games with varying degrees of influence from basketball. Other variations include children's games, contests or activities meant to help players reinforce skills.
An earlier version of basketball, played primarily by women and girls, was six-on-six basketball. Horseball is a game played on horseback where a ball is handled and points are scored by shooting it through a high net (approximately 1.5m×1.5m). The sport is like a combination of polo, rugby, and basketball. There is even a form played on donkeys known as Donkey basketball, which has attracted criticism from animal rights groups.
=== Half-court ===
Perhaps the single most common variation of basketball is the half-court game, played in informal settings without referees or strict rules. Only one basket is used, and the ball must be "taken back" or "cleared" – passed or dribbled outside the three-point line each time possession of the ball changes from one team to the other. Half-court games require less cardiovascular stamina, since players need not run back and forth a full court. Half-court raises the number of players that can use a court or, conversely, can be played if there is an insufficient number to form full 5-on-5 teams.
Half-court basketball is usually played 1-on-1, 2-on-2 or 3-on-3. The latter variation is gradually gaining official recognition as 3x3, originally known as FIBA 33. It was first tested at the 2007 Asian Indoor Games in Macau and the first official tournaments were held at the 2009 Asian Youth Games and the 2010 Youth Olympics, both in Singapore. The first FIBA 3x3 Youth World Championships were held in Rimini, Italy in 2011, with the first FIBA 3x3 World Championships for senior teams following a year later in Athens. The sport is highly tipped to become an Olympic sport as early as 2016. In the summer of 2017, the BIG3 basketball league, a professional 3x3 half court basketball league that features former NBA players, began. The BIG3 features several rule variants including a four-point field goal.
=== Other variations ===
Variations of basketball with their own page or subsection include:
One-on-one is a variation in which two players will use only a small section of the court (often no more than a half of a court) and compete to play the ball into a single hoop. Such games tend to emphasize individual dribbling and ball stealing skills over shooting and team play.
Dunk Hoops is a variation played on basketball hoops with lowered (under basketball regulation 10 feet) rims. It originated when the popularity of the slam dunk grew and was developed to create better chances for dunks with lowered rims and using altered goaltending rules.
Unicycle basketball is played using a regulation basketball on a regular basketball court with the same rules, for example, one must dribble the ball while riding. There are a number of rules that are particular to unicycle basketball as well, for example, a player must have at least one foot on a pedal when in-bounding the ball. Unicycle basketball is usually played using 24" or smaller unicycles, and using plastic pedals, both to preserve the court and the players' shins. Popular unicycle basketball games are organized in North America.Spin-offs from basketball that are now separate sports include:
Ringball, a traditional South African sport that stems from basketball, has been played since 1907. The sport is now promoted in South Africa, Namibia, Botswana, Lesotho, India, and Mauritius to establish Ringball as an international sport.
Korfball (Dutch: Korfbal, korf meaning 'basket') started in the Netherlands and is now played worldwide as a mixed-gender team ball game, similar to mixed netball and basketball.
Netball is a limited-contact team sport in which two teams of seven try to score points against one another by placing a ball through a high hoop. Australia New Zealand champions (so called ANZ Championship) is very famous in Australia and New Zealand as the premier netball league. Formerly played exclusively by women, netball today features mixed-gender competitions.
Slamball, invented by television writer Mason Gordon, is a full-contact sport featuring trampolines. The main difference from basketball is the court; below the padded rim and backboard are four trampolines set into the floor, which serve to propel players to great heights for slam dunks. The rules also permit some physical contact between the members of the four-player teams. Professional games of Slamball aired on Spike TV in 2002, and the sport has since expanded to China and other countries.
== Social forms of basketball ==
Basketball as a social and communal sport features environments, rules and demographics different from those seen in professional and televised basketball.
=== Recreational basketball ===
Basketball is played widely as an extracurricular, intramural or amateur sport in schools and colleges. Notable institutions of recreational basketball include:
Basketball schools and academies, where students are trained in developing basketball fundamentals, undergo fitness and endurance exercises and learn various basketball skills. Basketball students learn proper ways of passing, ball handling, dribbling, shooting from various distances, rebounding, offensive moves, defense, layups, screens, basketball rules and basketball ethics. Also popular are the basketball camps organized for various occasions, often to get prepared for basketball events, and basketball clinics for improving skills.
College and university basketball played in educational institutions of higher learning. This includes National Collegiate Athletic Association (NCAA) intercollegiate basketball.
=== Disabled basketball ===
Deaf basketball: One of several deaf sports, deaf basketball relies on signing for communication. Any deaf sporting event that happens, its purpose is to serve as a catalyst for the socialization of a low-incidence and geographically dispersed population.
Wheelchair basketball: A sport based on basketball but designed for disabled people in wheelchairs and considered one of the major disabled sports practiced. There is a functional classification system that is used to help determine if the wheelchair basketball player classification system reflects the existing differences in the performance of elite female players. This system gives an analysis of the players' functional resources through field-testing and game observation. During this system's process, players are assigned a score of 1 to 4.5.
=== Other forms ===
Biddy basketball played by minors, sometimes in formal tournaments, around the globe.
Gay basketball played in LGBTQIA+ communities. The sport is a major event during the Gay Games, World Outgames and EuroGames.
Midnight basketball, an initiative to curb inner-city crime in the United States and elsewhere by engaging youth in urban areas with sports as an alternative to drugs and crime.
Rezball, short for reservation ball, is the avid Native American following of basketball, particularly a style of play particular to Native American teams of some areas.
== Fantasy basketball ==
Fantasy basketball was popularized during the 1990s by ESPN Fantasy Sports, NBA.com, and Yahoo! Fantasy Sports. On the model of fantasy baseball and football, players create fictional teams, select professional basketball players to "play" on these teams through a mock draft or trades, then calculate points based on the players' real-world performance.
== See also ==
Basketball moves
Basketball National League
Continental Basketball Association
Glossary of basketball terms
Index of basketball-related articles
List of basketball films
List of basketball leagues
Timeline of women's basketball
ULEB, Union des Ligues Européennes de Basket, in English Union of European Leagues of Basketball
== References ==
=== Citations ===
=== General references ===
== Further reading ==
== External links ==
=== Historical ===
Basketball Hall of Fame – Springfield, MA
National Basketball Foundation – runs the Naismith Museum in Ontario
Hometown Sports Heroes
=== Organizations ===
Basketball at the Olympic Games
International Basketball Federation
National Basketball Association
Women's National Basketball Association
Continental Basketball Association (oldest professional basketball league in the world)
National Wheelchair Basketball Association
=== Other sources ===
"Basketball". Encyclopædia Britannica Online.
Basketball at Curlie
Eurobasket website
Basketball-Reference.com: Basketball Statistics, Analysis and History Archived February 22, 2011, at the Wayback Machine
Ontario's Historical Plaques – Dr. James Naismith (1861–1939)
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National Register of Historic Places
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The National Register of Historic Places (NRHP) is the United States federal government's official list of districts, sites, buildings, structures, and objects deemed worthy of preservation for their historical significance or "great artistic value". A property listed in the National Register, or located within a National Register Historic District, may qualify for tax incentives derived from the total value of expenses incurred in preserving the property.
The enactment of the National Historic Preservation Act (NHPA) in 1966 established the National Register and the process for adding properties to it. Of the more than one and a half million properties on the National Register, 95,000 are listed individually. The remainder are contributing resources within historic districts.
For most of its history, the National Register has been administered by the National Park Service (NPS), an agency within the United States Department of the Interior. Its goals are to help property owners and interest groups, such as the National Trust for Historic Preservation, as well as coordinate, identify and protect historic sites in the United States. While National Register listings are mostly symbolic, their recognition of significance provides some financial incentive to owners of listed properties. Protection of the property is not guaranteed. During the nomination process, the property is evaluated in terms of the four criteria for inclusion on the National Register of Historic Places. The application of those criteria has been the subject of criticism by academics of history and preservation, as well as the public and politicians.
Occasionally, historic sites outside of the country, but associated with the United States (such as the American Legation in Tangier) are also listed. Properties can be nominated in a variety of forms, including individual properties, historic districts and multiple property submissions (MPS). The Register categorizes general listings into one of five types of properties: district, site, structure, building or object.
National Register Historic Districts are defined geographical areas consisting of contributing and non-contributing properties. Some properties are added automatically to the National Register when they become administered by the National Park Service. These include National Historic Landmarks (NHL), National Historic Sites (NHS), National Historical Parks, National Military Parks, National Memorials and some National Monuments.
Federal properties can be proclaimed National Monuments under the Antiquities Act because of either their historical or natural significance. They are managed by multiple agencies. Only monuments that are historic in character and managed by the National Park Service are listed administratively in the National Register.
== History ==
On October 15, 1966, the Historic Preservation Act created the National Register of Historic Places and the corresponding State Historic Preservation Offices (SHPO). Initially, the National Register consisted of the National Historic Landmarks designated before the Register's creation, as well as any other historic sites in the National Park system. Approval of the act, which was amended in 1980 and 1992, represented the first time the United States had a broad-based historic preservation policy. The 1966 act required those agencies to work in conjunction with the SHPO and an independent federal agency, the Advisory Council on Historic Preservation (ACHP), to confront adverse effects of federal activities on historic preservation.To administer the newly created National Register of Historic Places, the National Park Service of the U.S. Department of the Interior, with director George B. Hartzog Jr., established an administrative division named the Federal Office of Archaeology and Historic Preservation (OAHP). Hartzog charged OAHP with creating the National Register program mandated by the 1966 law. Ernest Connally was the Office's first director. Within OAHP new divisions were created to deal with the National Register. The division administered several existing programs, including the Historic Sites Survey and the Historic American Buildings Survey, as well as the new National Register and Historic Preservation Fund.The first official Keeper of the Register was William J. Murtagh, an architectural historian. During the Register's earliest years in the late 1960s and early 1970s, organization was lax and SHPOs were small, understaffed and underfunded. However, funds were still being supplied for the Historic Preservation Fund to provide matching grants-in-aid to listed property owners, first for house museums and institutional buildings, but later for commercial structures as well.A few years later in 1979, the NPS history programs affiliated with both the U.S. National Parks system and the National Register were categorized formally into two "Assistant Directorates". Established were the Assistant Directorate for Archeology and Historic Preservation and the Assistant Directorate for Park Historic Preservation. From 1978 until 1981, the main agency for the National Register was the Heritage Conservation and Recreation Service (HCRS) of the United States Department of the Interior.In February 1983, the two assistant directorates were merged to promote efficiency and recognize the interdependency of their programs. Jerry L. Rogers was selected to direct this newly merged associate directorate. He was described as a skilled administrator, who was sensitive to the need for the NPS to work with SHPOs, academia and local governments.Although not described in detail in the 1966 act, SHPOs eventually became integral to the process of listing properties on the National Register. The 1980 amendments of the 1966 law further defined the responsibilities of SHPOs concerning the National Register. Several 1992 amendments of the NHPA added a category to the National Register, known as Traditional Cultural Properties: those properties associated with Native American or Hawaiian groups.The National Register of Historic Places has grown considerably from its legislative origins in 1966. In 1986, citizens and groups nominated 3,623 separate properties, sites and districts for inclusion on the National Register, a total of 75,000 separate properties. Of the more than one and a half million properties on the National Register, 95,000 are listed individually. Others are listed as contributing members within historic districts.
== Nomination process ==
It is hereby declared to be the policy of the United States Government that special effort should be made to preserve the natural beauty of the countryside and public park and recreation lands, wildlife and waterfowl refuges, and historic sites. Any individual can prepare a National Register nomination, although historians and historic preservation consultants often are employed for this work. The nomination consists of a standard registration form (NPS 10-900) and contains basic information about a property's physical appearance and the type of significance embodied in the building, structure, object, site, or district.The State Historic Preservation Office (SHPO) receives National Register nominations and provides feedback to the nominating individual or group. After preliminary review, the SHPO sends each nomination to the state's historic review commission, which then recommends whether the State Historic Preservation Officer should send the nomination to the Keeper of the National Register. For any non-Federally owned property, only the State Historic Preservation Officer may officially nominate a property for inclusion in the National Register. After the nomination is recommended for listing in the National Register by the SHPO, the nomination is sent to the National Park Service, which approves or denies the nomination.
If approved, the property is entered officially by the Keeper of the National Register into the National Register of Historic Places. Property owners are notified of the nomination during the review by the SHPO and state's historic review commission. If an owner objects to a nomination of private property, or in the case of a historic district, a majority of owners, then the property cannot be listed in the National Register of Historic Places.
=== Criteria ===
For a property to be eligible for the National Register of Historic Places, it must meet at least one of its four main criteria. Information about architectural styles, association with various aspects of social history and commerce and ownership are all integral parts of the nomination. Each nomination contains a narrative section that provides a detailed physical description of the property and justifies why it is significant historically with regard either to local, state, or national history. The four National Register of Historic Places criteria are the following.
Criterion A, "Event", the property must make a contribution to the major pattern of American history.
Criterion B, "Person", is associated with significant people of the American past.
Criterion C, "Design/Construction", concerns the distinctive characteristics of the building by its architecture and construction, including having great artistic value or being the work of a master.
Criterion D, "Information potential", is satisfied if the property has yielded or may be likely to yield information important to prehistory or history.The criteria are applied differently for different types of properties; for instance, maritime properties have application guidelines different from those of buildings.
=== Exclusions ===
The National Park Service names seven categories of properties that "are not usually considered for" and "ordinarily ... shall not be considered eligible for" the National Register: religious properties (e.g., churches); buildings that have been moved; birthplaces or graves of important persons; cemeteries; reconstructed properties; commemorative properties (e.g., statues); and "properties that have achieved significance within the last fifty years".: 25 However, if they meet particular "Criteria Considerations" for their category in addition to the overall criteria, they are, in fact, eligible.: 25 Hence, despite the forbidding language, these kinds of places are not actually excluded as a rule. For example, the Register lists thousands of churches. (See also § Misconceptions.)
The National Register evaluation procedures do not use the term "exclusions". The stricter National Historic Landmarks Criteria, upon which the National Register criteria are based, do specify exclusions, along with corresponding "exceptions to the exclusions", which are supposed to apply more narrowly.: 52
=== Properties listed ===
A listing on the National Register of Historic Places is governmental acknowledgment of a historic district, site, building, or property. However, the Register is mostly "an honorary status with some federal financial incentives". The National Register of Historic Places automatically includes all National Historic Landmarks as well as all historic areas administered by the National Park Service.Landmarks such as these include National Historic Sites (NHS), National Historical Parks, National Military Parks/Battlefields, National Memorials and some National Monuments. Occasionally, historic sites outside the United States borders, but associated with the United States, such as the American Legation in Tangier, Morocco, also are listed.Listing in the National Register does not restrict private property owners from the use of their property.Some states and municipalities, however, may have laws that become effective when a property is listed in the National Register. If federal money or a federal permitting process is involved, Section 106 of the National Historic Preservation Act of 1966 is invoked. Section 106 requires the federal agency involved to assess the effect of its actions on historic resources. Statutorily, the Advisory Council on Historic Preservation (ACHP) has the most significant role by Section 106 of the National Historic Preservation Act. The section requires that the director of any federal agency with direct or indirect jurisdiction of a project that may affect a property listed or determined eligible for listing in the National Register of Historic Places must first report to the Advisory Council. The director of said agency is required to "take into account the effect of the undertaking" on the National Register property, as well as to afford the ACHP a reasonable opportunity to comment.While Section 106 does not mandate explicitly that any federal agency director accept the advice of the ACHP, their advice has a practical influence, especially given the statutory obligations of the NHPA that require federal agencies to "take into account the effect of the undertaking".In cases where the ACHP determines federal action will have an "adverse effect" on historic properties, mitigation is sought. Typically, a Memorandum of Agreement (MOA) is created by which the involved parties agree to a particular plan. Many states have laws similar to Section 106. In contrast to conditions relating to a federally designated historic district, municipal ordinances governing local historic districts often restrict certain kinds of changes to properties. Thus, they may protect the property more than a National Register listing does.The Department of Transportation Act, passed on October 15, 1966, the same day as the National Historic Preservation Act, included provisions that addressed historic preservation. The DOT Act is much more general than Section 106 NHPA in that it refers to properties other than those listed in the Register.The more general language has allowed more properties and parklands to enjoy status as protected areas by this legislation, a policy developed early in its history. The United States Supreme Court ruled in the 1971 case Citizens to Preserve Overton Park v. Volpe that parklands could have the same protected status as "historic sites".
=== Multiple property submission ===
A multiple property submission (MPS) is a thematic group listing of the National Register of Historic Places that consists of related properties that share a common theme and can be submitted as a group. Multiple property submissions must satisfy certain basic criteria for the group of properties to be included in the National Register.
The process begins with the multiple property documentation form which acts as a cover document rather than the nomination to the National Register of Historic Places. The purpose of the documentation form is to establish the basis of eligibility for related properties. The information of the multiple property documentation form can be used to nominate and register related historic properties simultaneously, or to establish criteria for properties that may be nominated in the future. Thus, additions to an MPS can occur over time.
The nomination of individual properties in an MPS is accomplished in the same manner as other nominations. The name of the "thematic group" denotes the historical theme of the properties. It is considered the "multiple property listing". Once an individual property or a group of properties is nominated and listed in the National Register, the multiple property documentation form, combined with the individual National Register of Historic Places nomination forms, constitute a multiple property submission.Examples of MPS include the Lee County Multiple Property Submission, the Warehouses in Omaha, the Boundary Markers of the Original District of Columbia and the Illinois Carnegie Libraries. Before the term "Multiple Property Submission" was introduced in 1984, such listings were known as "Thematic Resources", such as the Operating Passenger Railroad Stations Thematic Resource, or "Multiple Resource Areas".
== Types of properties ==
Listed properties are generally in one of five broad categories, although there are special considerations for other types of properties that in anyone, or into more specialized subcategories. The five general categories for National Register properties are: building, structure, site, district and object. In addition, historic districts consist of contributing and non-contributing properties.
Buildings, as defined by the National Register, are distinguished in the traditional sense. Examples include a house, barn, hotel, church, or similar construction. They are created primarily to shelter human activity. The term building, as in outbuilding, can be used to refer to historically and functionally related units, such as a courthouse and a jail or a barn and a house.Structures differ from buildings in that they are functional constructions meant to be used for purposes other than sheltering human activity. Examples include an aircraft, a grain elevator, a gazebo and a bridge.
Objects are usually artistic in nature, or small in scale compared to structures and buildings. Although objects may be movable, they are generally associated with a specific setting or environment. Examples of objects include monuments, sculptures and fountains.
Sites are the locations of significant events, which can be prehistoric or historic in nature and represent activities or buildings (standing, ruined, or vanished). When sites are listed, it is the locations themselves that are of historical interest. They possess cultural or archaeological value regardless of the value of any structures that currently exist at the locations. Examples of types of sites include shipwrecks, battlefields, campsites, natural features and rock shelters.Historic districts possess a concentration, association, or continuity of the other four types of properties. Objects, structures, buildings and sites in a historic district are united historically or aesthetically, either by choice or by the nature of their development.There are several other different types of historic preservation associated with the properties of the National Register of Historic Places that cannot be classified as either simple buildings or historic districts. Through the National Park Service, the National Register of Historic Places publishes a series of bulletins designed to aid in evaluating and applying the criteria for evaluation of different types of properties. Although the criteria are always the same, the manner they are applied may differ slightly, depending upon the type of property involved. The National Register bulletins describe the application of the criteria for aids to navigation, historic battlefields, archaeological sites, aviation properties, cemeteries and burial places, historic designed landscapes, mining sites, post offices, properties associated with significant persons, properties achieving significance within the last fifty years, rural historic landscapes, traditional cultural properties and vessels and shipwrecks.
== Property owner incentives ==
Properties are not protected in any strict sense by the Federal listing. States and local zoning bodies may or may not choose to protect listed historic places. Indirect protection is possible, by state and local regulations on the development of National Register properties and by tax incentives. By contrast, the state of Colorado, for example, does not set any limits on owners of National Register properties.Until 1976, federal tax incentives were virtually non-existent for buildings on the National Register. Before 1976 the federal tax code favored new construction rather than the reuse of existing, sometimes historical, structures. In 1976, the tax code was altered to provide tax incentives that promote the preservation of income-producing historic properties. The National Park Service was given the responsibility to ensure that only rehabilitations that preserved the historic character of a building would qualify for federal tax incentives. A qualifying rehabilitation is one that the NPS deems consistent with the Secretary of the Interior's Standards for Rehabilitation. Properties and sites listed in the Register, as well as those located in and contributing to the period of significance of National Register Historic Districts, became eligible for the federal tax benefits.Owners of income-producing properties listed individually in the National Register of Historic Places or of properties that are contributing resources within a National Register Historic District may be eligible for a 20% investment tax credit for the rehabilitation of the historic structure. The rehabilitation may be of a commercial, industrial, or residential property, for rentals. The tax incentives program is operated by the Federal Historic Preservation Tax Incentives program, which is managed jointly by the National Park Service, individual State Historic Preservation Offices and the Internal Revenue Service.Some property owners may also qualify for grants, like the now-defunct Save America's Treasures grants, which apply specifically to properties entered in the Register with national significance or designated as National Historic Landmarks.The NHPA did not distinguish between properties listed in the National Register of Historic Places and those designated as National Historic Landmarks concerning qualification for tax incentives or grants. This was deliberate, as the authors of the act had learned from experience that distinguishing between categories of significance for such incentives caused the lowest category to become expendable. Essentially, this made the Landmarks a kind of "honor roll" of the most significant properties of the National Register of Historic Places.
== Misconceptions ==
=== 50-year rule ===
In American historic preservation, the 50-year rule is the generally held belief that a property must be at least 50 years old to be listed in the National Register of Historic Places. Actually, there is no hard rule. As stated by John H. Sprinkle Jr., deputy director of the Federal Preservation Institute, "this 'rule' is only an exception to the criteria that shape listings within the National Register of Historic Places. Of the eight 'exceptions' [or criteria considerations], Consideration G, for properties that have achieved significance within the past fifty years, is probably the best-known, yet also misunderstood preservation principle in America."
Each year, a new group of resources crosses the 50-year threshold. The preservation of these "underage" resources has gained attention in recent years.
== Limitations ==
As of 1999, 982 properties have been removed from the Register, most often due to being destroyed. Among the properties that were demolished or otherwise destroyed after their listing are the Jobbers Canyon Historic District in Omaha, Nebraska (listed in 1979, demolished in 1989), Pan-Pacific Auditorium in Los Angeles, California (listed in 1978, destroyed in a fire in 1989), Palace Amusements in Asbury Park, New Jersey (listed in 2000, demolished in 2004), The Balinese Room in Galveston, Texas (listed in 1997, destroyed by Hurricane Ike in 2008), seven of the nine buildings included in the University of Connecticut Historic District in Storrs, Connecticut (listed in 1989, demolished in 2017), and the Terrell Jacobs Circus Winter Quarters in Peru, Indiana (listed in 2012, demolished in 2021).
== Comparisons to historic registers of other nations ==
In France, designation of monument historique is similar to NRHP listing. In the French program, however, permanent restrictions are imposed upon designated monuments, for example requiring advance approval for any renovation of a designated building. NRHP listing imposes no such restrictions, but rather is "primarily an honor",
although tax subsidies may be available for renovations. France had about 43,600 monuments in 2015.
Listed buildings of the United Kingdom may not be demolished, extended, or altered without special permission; the program covers about 374,000 listings in 2010, involving more than 500,000 buildings.
In 2022, the U.S. has about 94,000 NRHP-listed properties, including historic districts; the total number of buildings covered is much larger.
== See also ==
== References ==
== Further reading ==
"Title 36, U.S. Code of Federal Regulations". Archived from the original on March 2, 2007.
"Title 36--Parks, Forests, and Public Property; Chapter I--National Park Service, Department of the Interior; Part 60--National Register of Historic Places". National Archives and Records Administration. Archived from the original on March 2, 2007. Retrieved April 11, 2007.
"National Register Information System". National Register of Historic Places. National Park Service. Retrieved July 11, 2011.
Shrimpton, Rebecca H., ed. (1997). "How to Apply the National Register Criteria for Evaluation". Washington, D.C.: National Park Service. Archived from the original on April 7, 2007. Retrieved April 11, 2007. National Register Bulletin No. 15
Sprinkle, John H. Jr. (2014). Crafting Preservation Criteria. {{cite book}}: |work= ignored (help)
Wiley, John (1994). National Register of Historic Places. National Park Service. ISBN 0-471-14403-7.
== External links ==
Official website
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Mollusca
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Mollusca is the second-largest phylum of invertebrate animals, after the Arthropoda; members are known as molluscs or mollusks (). Around 85,000 extant species of molluscs are recognized. The number of fossil species is estimated between 60,000 and 100,000 additional species. The proportion of undescribed species is very high. Many taxa remain poorly studied.Molluscs are the largest marine phylum, comprising about 23% of all the named marine organisms. Numerous molluscs also live in freshwater and terrestrial habitats. They are highly diverse, not just in size and anatomical structure, but also in behaviour and habitat. The phylum is typically divided into 7 or 8 taxonomic classes, of which two are entirely extinct. Cephalopod molluscs, such as squid, cuttlefish, and octopuses, are among the most neurologically advanced of all invertebrates—and either the giant squid or the colossal squid is the largest known invertebrate species. The gastropods (snails and slugs) are by far the most numerous molluscs and account for 80% of the total classified species.
The three most universal features defining modern molluscs are a mantle with a significant cavity used for breathing and excretion, the presence of a radula (except for bivalves), and the structure of the nervous system. Other than these common elements, molluscs express great morphological diversity, so many textbooks base their descriptions on a "hypothetical ancestral mollusc" (see image below). This has a single, "limpet-like" shell on top, which is made of proteins and chitin reinforced with calcium carbonate, and is secreted by a mantle covering the whole upper surface. The underside of the animal consists of a single muscular "foot". Although molluscs are coelomates, the coelom tends to be small.
The main body cavity is a hemocoel through which blood circulates; as such, their circulatory systems are mainly open. The "generalized" mollusc's feeding system consists of a rasping "tongue", the radula, and a complex digestive system in which exuded mucus and microscopic, muscle-powered "hairs" called cilia play various important roles. The generalized mollusc has two paired nerve cords, or three in bivalves. The brain, in species that have one, encircles the esophagus. Most molluscs have eyes, and all have sensors to detect chemicals, vibrations, and touch. The simplest type of molluscan reproductive system relies on external fertilization, but more complex variations occur. Nearly all produce eggs, from which may emerge trochophore larvae, more complex veliger larvae, or miniature adults. The coelomic cavity is reduced. They have an open circulatory system and kidney-like organs for excretion.
Good evidence exists for the appearance of gastropods, cephalopods, and bivalves in the Cambrian period, 541–485.4 million years ago. However, the evolutionary history both of molluscs' emergence from the ancestral Lophotrochozoa and of their diversification into the well-known living and fossil forms are still subjects of vigorous debate among scientists.
Molluscs have been and still are an important food source for anatomically modern humans. Toxins that can accumulate in certain molluscs under specific conditions create a risk of food poisoning, and many jurisdictions have regulations to reduce this risk. Molluscs have, for centuries, also been the source of important luxury goods, notably pearls, mother of pearl, Tyrian purple dye, and sea silk. Their shells have also been used as money in some preindustrial societies.
A handful of mollusc species are sometimes considered hazards or pests for human activities. The bite of the blue-ringed octopus is often fatal, and that of Octopus apollyon causes inflammation that can last over a month. Stings from a few species of large tropical cone shells can also kill, but their sophisticated, though easily produced, venoms have become important tools in neurological research. Schistosomiasis (also known as bilharzia, bilharziosis, or snail fever) is transmitted to humans by water snail hosts, and affects about 200 million people. Snails and slugs can also be serious agricultural pests, and accidental or deliberate introduction of some snail species into new environments has seriously damaged some ecosystems.
== Etymology ==
The words mollusc and mollusk are both derived from the French mollusque, which originated from the Latin molluscus, from mollis, soft. Molluscus was itself an adaptation of Aristotle's τὰ μαλάκια ta malákia (the soft ones; < μαλακός malakós "soft"), which he applied inter alia to cuttlefish. The scientific study of molluscs is accordingly called malacology.The name Molluscoida was formerly used to denote a division of the animal kingdom containing the brachiopods, bryozoans, and tunicates, the members of the three groups having been supposed to somewhat resemble the molluscs. As now known, these groups have no relation to molluscs, and very little to one another, so the name Molluscoida has been abandoned.
== Definition ==
The most universal features of the body structure of molluscs are a mantle with a significant cavity used for breathing and excretion, and the organization of the nervous system. Many have a calcareous shell.Molluscs have developed such a varied range of body structures, finding synapomorphies (defining characteristics) to apply to all modern groups is difficult. The most general characteristic of molluscs is they are unsegmented and bilaterally symmetrical. The following are present in all modern molluscs:
The dorsal part of the body wall is a mantle (or pallium) which secretes calcareous spicules, plates or shells. It overlaps the body with enough spare room to form a mantle cavity.
The anus and genitals open into the mantle cavity.
There are two pairs of main nerve cords.Other characteristics that commonly appear in textbooks have significant exceptions:
== Diversity ==
Estimates of accepted described living species of molluscs vary from 50,000 to a maximum of 120,000 species. The total number of described species is difficult to estimate because of unresolved synonymy. In 1969 David Nicol estimated the probable total number of living mollusc species at 107,000 of which were about 12,000 fresh-water gastropods and 35,000 terrestrial. The Bivalvia would comprise about 14% of the total and the other five classes less than 2% of the living molluscs. In 2009, Chapman estimated the number of described living mollusc species at 85,000. Haszprunar in 2001 estimated about 93,000 named species, which include 23% of all named marine organisms. Molluscs are second only to arthropods in numbers of living animal species — far behind the arthropods' 1,113,000 but well ahead of chordates' 52,000.: Front endpaper About 200,000 living species in total are estimated, and 70,000 fossil species, although the total number of mollusc species ever to have existed, whether or not preserved, must be many times greater than the number alive today.Molluscs have more varied forms than any other animal phylum. They include snails, slugs and other gastropods; clams and other bivalves; squids and other cephalopods; and other lesser-known but similarly distinctive subgroups. The majority of species still live in the oceans, from the seashores to the abyssal zone, but some form a significant part of the freshwater fauna and the terrestrial ecosystems. Molluscs are extremely diverse in tropical and temperate regions, but can be found at all latitudes. About 80% of all known mollusc species are gastropods. Cephalopoda such as squid, cuttlefish, and octopuses are among the neurologically most advanced of all invertebrates. The giant squid, which until recently had not been observed alive in its adult form, is one of the largest invertebrates, but a recently caught specimen of the colossal squid, 10 m (33 ft) long and weighing 500 kg (1,100 lb), may have overtaken it.Freshwater and terrestrial molluscs appear exceptionally vulnerable to extinction. Estimates of the numbers of nonmarine molluscs vary widely, partly because many regions have not been thoroughly surveyed. There is also a shortage of specialists who can identify all the animals in any one area to species. However, in 2004 the IUCN Red List of Threatened Species included nearly 2,000 endangered nonmarine molluscs. For comparison, the great majority of mollusc species are marine, but only 41 of these appeared on the 2004 Red List. About 42% of recorded extinctions since the year 1500 are of molluscs, consisting almost entirely of nonmarine species.
== Hypothetical ancestral mollusc ==
Because of the great range of anatomical diversity among molluscs, many textbooks start the subject of molluscan anatomy by describing what is called an archi-mollusc, hypothetical generalized mollusc, or hypothetical ancestral mollusc (HAM) to illustrate the most common features found within the phylum. The depiction is visually rather similar to modern monoplacophorans.The generalized mollusc is an unsegmented, bilaterally symmetrical animal and has a single, "limpet-like" shell on top. The shell is secreted by a mantle covering the upper surface. The underside consists of a single muscular "foot". The visceral mass, or visceropallium, is the soft, nonmuscular metabolic region of the mollusc. It contains the body organs.
=== Mantle and mantle cavity ===
The mantle cavity, a fold in the mantle, encloses a significant amount of space. It is lined with epidermis, and is exposed, according to habitat, to sea, fresh water or air. The cavity was at the rear in the earliest molluscs, but its position now varies from group to group. The anus, a pair of osphradia (chemical sensors) in the incoming "lane", the hindmost pair of gills and the exit openings of the nephridia ("kidneys") and gonads (reproductive organs) are in the mantle cavity. The whole soft body of bivalves lies within an enlarged mantle cavity.
=== Shell ===
The mantle edge secretes a shell (secondarily absent in a number of taxonomic groups, such as the nudibranchs) that consists of mainly chitin and conchiolin (a protein hardened with calcium carbonate), except the outermost layer, which in almost all cases is all conchiolin (see periostracum). Molluscs never use phosphate to construct their hard parts, with the questionable exception of Cobcrephora.
While most mollusc shells are composed mainly of aragonite, those gastropods that lay eggs with a hard shell use calcite (sometimes with traces of aragonite) to construct the eggshells.The shell consists of three layers: the outer layer (the periostracum) made of organic matter, a middle layer made of columnar calcite, and an inner layer consisting of laminated calcite, often nacreous.In some forms the shell contains openings. In abalones there are holes in the shell used for respiration and the release of egg and sperm, in the nautilus a string of tissue called the siphuncle goes through all the chambers, and the eight plates that make up the shell of chitons are penetrated with living tissue with nerves and sensory structures.
=== Foot ===
The underside consists of a muscular foot, which has adapted to different purposes (locomotion, grasping the substratum, burrowing or feeding) in different classes. The foot carries a pair of statocysts, which act as balance sensors. In gastropods, it secretes mucus as a lubricant to aid movement. In forms having only a top shell, such as limpets, the foot acts as a sucker attaching the animal to a hard surface, and the vertical muscles clamp the shell down over it; in other molluscs, the vertical muscles pull the foot and other exposed soft parts into the shell. In bivalves, the foot is adapted for burrowing into the sediment; in cephalopods it is used for jet propulsion, and the tentacles and arms are derived from the foot.
=== Circulatory system ===
Most molluscs' circulatory systems are mainly open, except for cephalopods, whose circulatory systems are closed. Although molluscs are coelomates, their coeloms are reduced to fairly small spaces enclosing the heart and gonads. The main body cavity is a hemocoel through which blood and coelomic fluid circulate and which encloses most of the other internal organs. These hemocoelic spaces act as an efficient hydrostatic skeleton. The blood of these molluscs contains the respiratory pigment hemocyanin as an oxygen-carrier. The heart consists of one or more pairs of atria (auricles), which receive oxygenated blood from the gills and pump it to the ventricle, which pumps it into the aorta (main artery), which is fairly short and opens into the hemocoel. The atria of the heart also function as part of the excretory system by filtering waste products out of the blood and dumping it into the coelom as urine. A pair of nephridia ("little kidneys") to the rear of and connected to the coelom extracts any re-usable materials from the urine and dumps additional waste products into it, and then ejects it via tubes that discharge into the mantle cavity.Exceptions to the above are the molluscs Planorbidae or ram's horn snails, which are air-breathing snails that use iron-based hemoglobin instead of the copper-based hemocyanin to carry oxygen through their blood.
=== Respiration ===
Most molluscs have only one pair of gills, or even only a singular gill. Generally, the gills are rather like feathers in shape, although some species have gills with filaments on only one side. They divide the mantle cavity so water enters near the bottom and exits near the top. Their filaments have three kinds of cilia, one of which drives the water current through the mantle cavity, while the other two help to keep the gills clean. If the osphradia detect noxious chemicals or possibly sediment entering the mantle cavity, the gills' cilia may stop beating until the unwelcome intrusions have ceased. Each gill has an incoming blood vessel connected to the hemocoel and an outgoing one to the heart.
=== Eating, digestion, and excretion ===
Molluscs use intracellular digestion. Most molluscs have muscular mouths with radulae, "tongues", bearing many rows of chitinous teeth, which are replaced from the rear as they wear out. The radula primarily functions to scrape bacteria and algae off rocks, and is associated with the odontophore, a cartilaginous supporting organ. The radula is unique to the molluscs and has no equivalent in any other animal.
Molluscs' mouths also contain glands that secrete slimy mucus, to which the food sticks. Beating cilia (tiny "hairs") drive the mucus towards the stomach, so the mucus forms a long string called a "food string".At the tapered rear end of the stomach and projecting slightly into the hindgut is the prostyle, a backward-pointing cone of feces and mucus, which is rotated by further cilia so it acts as a bobbin, winding the mucus string onto itself. Before the mucus string reaches the prostyle, the acidity of the stomach makes the mucus less sticky and frees particles from it.The particles are sorted by yet another group of cilia, which send the smaller particles, mainly minerals, to the prostyle so eventually they are excreted, while the larger ones, mainly food, are sent to the stomach's cecum (a pouch with no other exit) to be digested. The sorting process is by no means perfect.Periodically, circular muscles at the hindgut's entrance pinch off and excrete a piece of the prostyle, preventing the prostyle from growing too large. The anus, in the part of the mantle cavity, is swept by the outgoing "lane" of the current created by the gills. Carnivorous molluscs usually have simpler digestive systems.As the head has largely disappeared in bivalves, the mouth has been equipped with labial palps (two on each side of the mouth) to collect the detritus from its mucus.
=== Nervous system ===
The cephalic molluscs have two pairs of main nerve cords organized around a number of paired ganglia, the visceral cords serving the internal organs and the pedal ones serving the foot. Most pairs of corresponding ganglia on both sides of the body are linked by commissures (relatively large bundles of nerves). The ganglia above the gut are the cerebral, the pleural, and the visceral, which are located above the esophagus (gullet). The pedal ganglia, which control the foot, are below the esophagus and their commissure and connectives to the cerebral and pleural ganglia surround the esophagus in a circumesophageal nerve ring or nerve collar.The acephalic molluscs (i.e., bivalves) also have this ring but it is less obvious and less important. The bivalves have only three pairs of ganglia— cerebral, pedal, and visceral— with the visceral as the largest and most important of the three functioning as the principal center of "thinking". Some such as the scallops have eyes around the edges of their shells which connect to a pair of looped nerves and which provide the ability to distinguish between light and shadow.
=== Reproduction ===
The simplest molluscan reproductive system relies on external fertilization, but with more complex variations. All produce eggs, from which may emerge trochophore larvae, more complex veliger larvae, or miniature adults. Two gonads sit next to the coelom, a small cavity that surrounds the heart, into which they shed ova or sperm. The nephridia extract the gametes from the coelom and emit them into the mantle cavity. Molluscs that use such a system remain of one sex all their lives and rely on external fertilization. Some molluscs use internal fertilization and/or are hermaphrodites, functioning as both sexes; both of these methods require more complex reproductive systems.The most basic molluscan larva is a trochophore, which is planktonic and feeds on floating food particles by using the two bands of cilia around its "equator" to sweep food into the mouth, which uses more cilia to drive them into the stomach, which uses further cilia to expel undigested remains through the anus. New tissue grows in the bands of mesoderm in the interior, so the apical tuft and anus are pushed further apart as the animal grows. The trochophore stage is often succeeded by a veliger stage in which the prototroch, the "equatorial" band of cilia nearest the apical tuft, develops into the velum ("veil"), a pair of cilia-bearing lobes with which the larva swims. Eventually, the larva sinks to the seafloor and metamorphoses into the adult form. While metamorphosis is the usual state in molluscs, the cephalopods differ in exhibiting direct development: the hatchling is a 'miniaturized' form of the adult. The development of molluscs is of particular interest in the field of ocean acidification as environmental stress is recognized to affect the settlement, metamorphosis, and survival of larvae.
== Ecology ==
=== Feeding ===
Most molluscs are herbivorous, grazing on algae or filter feeders. For those grazing, two feeding strategies are predominant. Some feed on microscopic, filamentous algae, often using their radula as a 'rake' to comb up filaments from the sea floor. Others feed on macroscopic 'plants' such as kelp, rasping the plant surface with its radula. To employ this strategy, the plant has to be large enough for the mollusc to 'sit' on, so smaller macroscopic plants are not as often eaten as their larger counterparts.Filter feeders are molluscs that feed by straining suspended matter and food particles from water, typically by passing the water over their gills. Most bivalves are filter feeders, which can be measured through clearance rates. Research has demonstrated that environmental stress can affect the feeding of bivalves by altering the energy budget of organisms.Cephalopods are primarily predatory, and the radula takes a secondary role to the jaws and tentacles in food acquisition. The monoplacophoran Neopilina uses its radula in the usual fashion, but its diet includes protists such as the xenophyophore Stannophyllum. Sacoglossan sea-slugs suck the sap from algae, using their one-row radula to pierce the cell walls, whereas dorid nudibranchs and some Vetigastropoda feed on sponges and others feed on hydroids. (An extensive list of molluscs with unusual feeding habits is available in the appendix of GRAHAM, A. (1955). "Molluscan diets". Journal of Molluscan Studies. 31 (3–4): 144..)
== Classification ==
Opinions vary about the number of classes of molluscs; for example, the table below shows seven living classes, and two extinct ones. Although they are unlikely to form a clade, some older works combine the Caudofoveata and Solenogasters into one class, the Aplacophora.: 291–292 Two of the commonly recognized "classes" are known only from fossils.
Classification into higher taxa for these groups has been and remains problematic. A phylogenetic study suggests the Polyplacophora form a clade with a monophyletic Aplacophora. Additionally, it suggests a sister taxon relationship exists between the Bivalvia and the Gastropoda. Tentaculita may also be in Mollusca (see Tentaculites).
== Evolution ==
=== Fossil record ===
Good evidence exists for the appearance of gastropods (e.g., Aldanella), cephalopods (e.g., Plectronoceras, Nectocaris?) and bivalves (Pojetaia, Fordilla) towards the middle of the Cambrian period, c. 500 million years ago, though arguably each of these may belong only to the stem lineage of their respective classes. However, the evolutionary history both of the emergence of molluscs from the ancestral group Lophotrochozoa, and of their diversification into the well-known living and fossil forms, is still vigorously debated.
Debate occurs about whether some Ediacaran and Early Cambrian fossils really are molluscs. Kimberella, from about 555 million years ago, has been described by some paleontologists as "mollusc-like", but others are unwilling to go further than "probable bilaterian", if that.There is an even sharper debate about whether Wiwaxia, from about 505 million years ago, was a mollusc, and much of this centers on whether its feeding apparatus was a type of radula or more similar to that of some polychaete worms. Nicholas Butterfield, who opposes the idea that Wiwaxia was a mollusc, has written that earlier microfossils from 515 to 510 million years ago are fragments of a genuinely mollusc-like radula. This appears to contradict the concept that the ancestral molluscan radula was mineralized.
However, the Helcionellids, which first appear over 540 million years ago in Early Cambrian rocks from Siberia and China, are thought to be early molluscs with rather snail-like shells. Shelled molluscs therefore predate the earliest trilobites. Although most helcionellid fossils are only a few millimeters long, specimens a few centimeters long have also been found, most with more limpet-like shapes. The tiny specimens have been suggested to be juveniles and the larger ones adults.Some analyses of helcionellids concluded these were the earliest gastropods. However, other scientists are not convinced these Early Cambrian fossils show clear signs of the torsion that identifies modern gastropods twists the internal organs so the anus lies above the head.: 300–343
Volborthella, some fossils of which predate 530 million years ago, was long thought to be a cephalopod, but discoveries of more detailed fossils showed its shell was not secreted, but built from grains of the mineral silicon dioxide (silica), and it was not divided into a series of compartments by septa as those of fossil shelled cephalopods and the living Nautilus are. Volborthella's classification is uncertain. The Middle Cambrian fossil Nectocaris is often interpreted as a cephalopod with 2 arms and no shell, but the Late Cambrian fossil Plectronoceras is now thought to be the earliest undisputed cephalopod fossil, as its shell had septa and a siphuncle, a strand of tissue that Nautilus uses to remove water from compartments it has vacated as it grows, and which is also visible in fossil ammonite shells. However, Plectronoceras and other early cephalopods crept along the seafloor instead of swimming, as their shells contained a "ballast" of stony deposits on what is thought to be the underside, and had stripes and blotches on what is thought to be the upper surface. All cephalopods with external shells except the nautiloids became extinct by the end of the Cretaceous period 65 million years ago. However, the shell-less Coleoidea (squid, octopus, cuttlefish) are abundant today.The Early Cambrian fossils Fordilla and Pojetaia are regarded as bivalves. "Modern-looking" bivalves appeared in the Ordovician period, 488 to 443 million years ago. One bivalve group, the rudists, became major reef-builders in the Cretaceous, but became extinct in the Cretaceous–Paleogene extinction event. Even so, bivalves remain abundant and diverse.
The Hyolitha are a class of extinct animals with a shell and operculum that may be molluscs. Authors who suggest they deserve their own phylum do not comment on the position of this phylum in the tree of life.
=== Phylogeny ===
The phylogeny (evolutionary "family tree") of molluscs is a controversial subject. In addition to the debates about whether Kimberella and any of the "halwaxiids" were molluscs or closely related to molluscs, debates arise about the relationships between the classes of living molluscs. In fact, some groups traditionally classified as molluscs may have to be redefined as distinct but related.Molluscs are generally regarded members of the Lophotrochozoa, a group defined by having trochophore larvae and, in the case of living Lophophorata, a feeding structure called a lophophore. The other members of the Lophotrochozoa are the annelid worms and seven marine phyla. The diagram on the right summarizes a phylogeny presented in 2007 without the annelid worms.
Because the relationships between the members of the family tree are uncertain, it is difficult to identify the features inherited from the last common ancestor of all molluscs. For example, it is uncertain whether the ancestral mollusc was metameric (composed of repeating units)—if it was, that would suggest an origin from an annelid-like worm. Scientists disagree about this: Giribet and colleagues concluded, in 2006, the repetition of gills and of the foot's retractor muscles were later developments, while in 2007, Sigwart concluded the ancestral mollusc was metameric, and it had a foot used for creeping and a "shell" that was mineralized. In one particular branch of the family tree, the shell of conchiferans is thought to have evolved from the spicules (small spines) of aplacophorans; but this is difficult to reconcile with the embryological origins of spicules.The molluscan shell appears to have originated from a mucus coating, which eventually stiffened into a cuticle. This would have been impermeable and thus forced the development of more sophisticated respiratory apparatus in the form of gills. Eventually, the cuticle would have become mineralized, using the same genetic machinery (engrailed) as most other bilaterian skeletons. The first mollusc shell almost certainly was reinforced with the mineral aragonite.The evolutionary relationships within the molluscs are also debated, and the diagrams below show two widely supported reconstructions:
Morphological analyses tend to recover a conchiferan clade that receives less support from molecular analyses, although these results also lead to unexpected paraphylies, for instance scattering the bivalves throughout all other mollusc groups.However, an analysis in 2009 using both morphological and molecular phylogenetics comparisons concluded the molluscs are not monophyletic; in particular, Scaphopoda and Bivalvia are both separate, monophyletic lineages unrelated to the remaining molluscan classes; the traditional phylum Mollusca is polyphyletic, and it can only be made monophyletic if scaphopods and bivalves are excluded. A 2010 analysis recovered the traditional conchiferan and aculiferan groups, and showed molluscs were monophyletic, demonstrating that available data for solenogastres was contaminated. Current molecular data are insufficient to constrain the molluscan phylogeny, and since the methods used to determine the confidence in clades are prone to overestimation, it is risky to place too much emphasis even on the areas of which different studies agree. Rather than eliminating unlikely relationships, the latest studies add new permutations of internal molluscan relationships, even bringing the conchiferan hypothesis into question.
== Human interaction ==
For millennia, molluscs have been a source of food for humans, as well as important luxury goods, notably pearls, mother of pearl, Tyrian purple dye, sea silk, and chemical compounds. Their shells have also been used as a form of currency in some preindustrial societies. A number of species of molluscs can bite or sting humans, and some have become agricultural pests.
=== Uses by humans ===
Molluscs, especially bivalves such as clams and mussels, have been an important food source since at least the advent of anatomically modern humans, and this has often resulted in overfishing. Other commonly eaten molluscs include octopuses and squids, whelks, oysters, and scallops. In 2005, China accounted for 80% of the global mollusc catch, netting almost 11,000,000 tonnes (11,000,000 long tons; 12,000,000 short tons). Within Europe, France remained the industry leader. Some countries regulate importation and handling of molluscs and other seafood, mainly to minimize the poison risk from toxins that can sometimes accumulate in the animals.
Most molluscs with shells can produce pearls, but only the pearls of bivalves and some gastropods, whose shells are lined with nacre, are valuable.: 300–343, 367–403 The best natural pearls are produced by marine pearl oysters, Pinctada margaritifera and Pinctada mertensi, which live in the tropical and subtropical waters of the Pacific Ocean. Natural pearls form when a small foreign object gets stuck between the mantle and shell.
The two methods of culturing pearls insert either "seeds" or beads into oysters. The "seed" method uses grains of ground shell from freshwater mussels, and overharvesting for this purpose has endangered several freshwater mussel species in the southeastern United States.: 367–403 The pearl industry is so important in some areas, significant sums of money are spent on monitoring the health of farmed molluscs.
Other luxury and high-status products were made from molluscs. Tyrian purple, made from the ink glands of murex shells, "fetched its weight in silver" in the fourth century BC, according to Theopompus. The discovery of large numbers of Murex shells on Crete suggests the Minoans may have pioneered the extraction of "imperial purple" during the Middle Minoan period in the 20th–18th centuries BC, centuries before the Tyrians. Sea silk is a fine, rare, and valuable fabric produced from the long silky threads (byssus) secreted by several bivalve molluscs, particularly Pinna nobilis, to attach themselves to the sea bed. Procopius, writing on the Persian wars circa 550 CE, "stated that the five hereditary satraps (governors) of Armenia who received their insignia from the Roman Emperor were given chlamys (or cloaks) made from lana pinna. Apparently, only the ruling classes were allowed to wear these chlamys."Mollusc shells, including those of cowries, were used as a kind of money (shell money) in several preindustrial societies. However, these "currencies" generally differed in important ways from the standardized government-backed and -controlled money familiar to industrial societies. Some shell "currencies" were not used for commercial transactions, but mainly as social status displays at important occasions, such as weddings. When used for commercial transactions, they functioned as commodity money, as a tradable commodity whose value differed from place to place, often as a result of difficulties in transport, and which was vulnerable to incurable inflation if more efficient transport or "goldrush" behavior appeared.
==== Bioindicators ====
Bivalve molluscs are used as bioindicators to monitor the health of aquatic environments in both fresh water and the marine environments. Their population status or structure, physiology, behaviour or the level of contamination with elements or compounds can indicate the state of contamination status of the ecosystem. They are particularly useful since they are sessile so that they are representative of the environment where they are sampled or placed. Potamopyrgus antipodarum is used by some water treatment plants to test for estrogen-mimicking pollutants from industrial agriculture.
=== Harmful to humans ===
==== Stings and bites ====
Some molluscs sting or bite, but deaths from mollusc venoms total less than 10% of those from jellyfish stings.All octopuses are venomous, but only a few species pose a significant threat to humans. Blue-ringed octopuses in the genus Hapalochlaena, which live around Australia and New Guinea, bite humans only if severely provoked, but their venom kills 25% of human victims. Another tropical species, Octopus apollyon, causes severe inflammation that can last for over a month even if treated correctly, and the bite of Octopus rubescens can cause necrosis that lasts longer than one month if untreated, and headaches and weakness persisting for up to a week even if treated.
All species of cone snails are venomous and can sting painfully when handled, although many species are too small to pose much of a risk to humans, and only a few fatalities have been reliably reported. Their venom is a complex mixture of toxins, some fast-acting and others slower but deadlier. The effects of individual cone-shell toxins on victims' nervous systems are so precise as to be useful tools for research in neurology, and the small size of their molecules makes it easy to synthesize them.
==== Disease vectors ====
Schistosomiasis (also known as bilharzia, bilharziosis or snail fever), a disease caused by the fluke worm Schistosoma, is "second only to malaria as the most devastating parasitic disease in tropical countries. An estimated 200 million people in 74 countries are infected with the disease – 100 million in Africa alone." The parasite has 13 known species, two of which infect humans. The parasite itself is not a mollusc, but all the species have freshwater snails as intermediate hosts.
==== Pests ====
Some species of molluscs, particularly certain snails and slugs, can be serious crop pests, and when introduced into new environments, can unbalance local ecosystems. One such pest, the giant African snail Achatina fulica, has been introduced to many parts of Asia, as well as to many islands in the Indian Ocean and Pacific Ocean. In the 1990s, this species reached the West Indies. Attempts to control it by introducing the predatory snail Euglandina rosea proved disastrous, as the predator ignored Achatina fulica and went on to extirpate several native snail species instead.
== See also ==
Land snail
Sea slug
Sea snail
== Explanatory notes ==
== References ==
== Further reading ==
Sturm, C.; Pearce, T.A. & Valdes, A. The Mollusks: A Guide to Their Study, Collection, and Preservation. Universal Publishers. 2006. 454 pages. ISBN 1581129300
Trigo, J.E.; Díaz Agras, G.J.; García-Álvarez, O.L.; Guerra, A.; Moreira, J.; Pérez, J.; Rolán, E.; Troncoso, J.S. & Urgorri, V. (2018). Troncoso, J.S., Trigo, J.E. & Rolán, E., ed. Guía de los Moluscos Marinos de Galicia. Vigo: Servicio de Publicacións da Universidade de Vigo. 836 pages. ISBN 978-84-8158-787-6
== External links ==
"Mollusca" at the Encyclopedia of Life
Researchers complete mollusk evolutionary tree; 26 October 2011
Hardy's Internet Guide to Marine Gastropods
Rotterdam Natural History Museum Shell Image Gallery
Mussel Watch Programme
Online biomonitoring of bivalve activity, 24/7: MolluSCAN eye Archived 2016-11-13 at the Wayback Machine
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Venezuela
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Venezuela ( VEN-ə-ZWAY-lə; American Spanish: [beneˈswela] ), officially the Bolivarian Republic of Venezuela (Spanish: República Bolivariana de Venezuela), is a country on the northern coast of South America, consisting of a continental landmass and many islands and islets in the Caribbean Sea. It has a territorial extension of 916,445 km2 (353,841 sq mi), and its population was estimated at 29 million in 2022. The capital and largest urban agglomeration is the city of Caracas.
The continental territory is bordered on the north by the Caribbean Sea and the Atlantic Ocean, on the west by Colombia, Brazil on the south, Trinidad and Tobago to the north-east and on the east by Guyana. Venezuela is a presidential republic consisting of 23 states, the Capital District and federal dependencies covering Venezuela's offshore islands. Venezuela is among the most urbanized countries in Latin America; the vast majority of Venezuelans live in the cities of the north and in the capital.
The territory of Venezuela was colonized by Spain in 1522 amid resistance from indigenous peoples. In 1811, it became one of the first Spanish-American territories to declare independence from the Spanish and to form part of the first federal Republic of Colombia (Gran Colombia). It separated as a full sovereign country in 1830. During the 19th century, Venezuela suffered political turmoil and autocracy, remaining dominated by regional military dictators until the mid-20th century. Since 1958, the country has had a series of democratic governments, as an exception where most of the region was ruled by military dictatorships, and the period was characterized by economic prosperity. Economic shocks in the 1980s and 1990s led to major political crises and widespread social unrest, including the deadly Caracazo riots of 1989, two attempted coups in 1992, and the impeachment of a President for embezzlement of public funds charges in 1993. The collapse in confidence in the existing parties saw the 1998 Venezuelan presidential election, the catalyst for the Bolivarian Revolution, which began with a 1999 Constituent Assembly, where a new Constitution of Venezuela was imposed. The government's populist social welfare policies were bolstered by soaring oil prices, temporarily increasing social spending, and reducing economic inequality and poverty in the early years of the regime. However, poverty began to rapidly increase in the 2010s. The 2013 Venezuelan presidential election was widely disputed leading to widespread protest, which triggered another nationwide crisis that continues to this day. Venezuela has experienced democratic backsliding, shifting into an authoritarian state. It ranks low in international measurements of freedom of the press and civil liberties and has high levels of perceived corruption.Venezuela is a developing country having the world's largest known oil reserves and has been one of the world's leading exporters of oil. Previously, the country was an underdeveloped exporter of agricultural commodities such as coffee and cocoa, but oil quickly came to dominate exports and government revenues. The excesses and poor policies of the incumbent government led to the collapse of Venezuela's entire economy. The country struggles with record hyperinflation, shortages of basic goods, unemployment, poverty, disease, high child mortality, malnutrition, severe crime and corruption. These factors have precipitated the Venezuelan refugee crisis where more than seven million people have fled the country. By 2017, Venezuela was declared to be in default regarding debt payments by credit rating agencies. The crisis in Venezuela has contributed to a rapidly deteriorating human rights situation. Venezuela is a charter member of the United Nations (UN), Organization of American States (OAS), Union of South American Nations (UNASUR), Bolivarian Alliance for the Peoples of Our America (ALBA), Mercosur, Latin American Integration Association (LAIA) and Organization of Ibero-American States (OEI).
== Etymology ==
According to the most popular and accepted version, in 1499, an expedition led by Alonso de Ojeda visited the Venezuelan coast. The stilt houses in the area of Lake Maracaibo reminded the Italian navigator, Amerigo Vespucci, of the city of Venice, Italy, so he named the region Veneziola, or "Little Venice". The Spanish version of Veneziola is Venezuela.Martín Fernández de Enciso, a member of the Vespucci and Ojeda crew, gave a different account. In his work Summa de geografía, he states that the crew found indigenous people who called themselves the Veneciuela. Thus, the name "Venezuela" may have evolved from the native word.Previously, the official name was Estado de Venezuela (1830–1856), República de Venezuela (1856–1864), Estados Unidos de Venezuela (1864–1953), and again República de Venezuela (1953–1999).
== History ==
=== Pre-Columbian history ===
Evidence exists of human habitation in the area now known as Venezuela from about 15,000 years ago. Tools from this period have been found on the high riverine terraces of the Rio Pedregal in western Venezuela. Late Pleistocene hunting artifacts, including spear tips, have been found at a similar series of sites in northwestern Venezuela known as "El Jobo"; according to radiocarbon dating, these date from 13,000 to 7,000 BC.It is not known how many people lived in Venezuela before the Spanish conquest; it has been estimated at one million. In addition to indigenous peoples known today, the population included historical groups such as the Kalina (Caribs), Auaké, Caquetio, Mariche, and Timoto–Cuicas. The Timoto–Cuica culture was the most complex society in Pre-Columbian Venezuela, with pre-planned permanent villages, surrounded by irrigated, terraced fields. Their houses were made primarily of stone and wood with thatched roofs. They were peaceful, for the most part, and depended on growing crops. Regional crops included potatoes and ullucos. They left behind works of art, particularly anthropomorphic ceramics, but no major monuments. They spun vegetable fibers to weave into textiles and mats for housing. They are credited with having invented the arepa, a staple in Venezuelan cuisine.After the conquest, the population dropped markedly, mainly through the spread of new infectious diseases from Europe. Two main north–south axes of pre-Columbian population were present, who cultivated maize in the west and manioc in the east. Large parts of the llanos were cultivated through a combination of slash and burn and permanent settled agriculture.
=== Colonization ===
In 1498, during his third voyage to the Americas, Christopher Columbus sailed near the Orinoco Delta and landed in the Gulf of Paria. Amazed by the great offshore current of freshwater which deflected his course eastward, Columbus expressed in a letter to Isabella and Ferdinand that he must have reached Heaven on Earth (terrestrial paradise):
Great signs are these of the Terrestrial Paradise... for I have never read or heard of such a large quantity of fresh water being inside and in such close proximity to salt water; the very mild temperateness also corroborates this; and if the water of which I speak does not proceed from Paradise then it is an even greater marvel, because I do not believe such a large and deep river has ever been known to exist in this world.
Spain's colonization of mainland Venezuela started in 1522, establishing its first permanent South American settlement in the present-day city of Cumaná.
==== German colonization ====
In the 16th century, the king of Spain granted a concession in Venezuela to the German Welser family. Klein-Venedig became the most extensive initiative in the German colonization of the Americas from 1528 to 1546. The Welser family were bankers to the Habsburgs and financiers of Charles V, Holy Roman Emperor, who was also King of Spain and had borrowed heavily from them to pay bribes for his Imperial election.In 1528, Charles V granted the Welsers the right to explore, rule and colonize the territory, as well as to seek the mythical golden town of El Dorado. The first expedition was led by Ambrosius Ehinger, who established Maracaibo in 1529. After the deaths of first Ehinger (1533), then Nikolaus Federmann, and Georg von Speyer (1540), Philipp von Hutten persisted in exploring of the interior. In absence of von Hutten from the capital of the province, the crown of Spain claimed the right to appoint a governor. On Hutten's return to the capital, Santa Ana de Coro, in 1546, the Spanish governor Juan de Carvajal had Hutten and Bartholomeus VI. Welser executed. Subsequently, Charles V revoked Welser's concession. The Welsers transported German miners to the colony, in addition to 4,000 African slaves to plant sugar cane plantations. Many of the German colonists died from tropical diseases, to which they had no immunity, or through frequent wars with the indigenous inhabitants.
=== Late 15th century to early 17th century ===
Native caciques (leaders) such as Guaicaipuro (c. 1530–1568) and Tamanaco (died 1573) attempted to resist Spanish incursions, but the newcomers ultimately subdued them; Tamanaco was put to death by order of Caracas' founder, Diego de Losada.In the 16th century, during the Spanish colonization, indigenous peoples such as many of the Mariches, themselves descendants of the Kalina, were converted to Roman Catholicism. Some of the resisting tribes or leaders are commemorated in place names, including Caracas, Chacao and Los Teques. The early colonial settlements focused on the northern coast, but in the mid-18th century, the Spanish pushed farther inland along the Orinoco River. Here, the Ye'kuana (then known as the Makiritare) organized serious resistance in 1775 and 1776.Spain's eastern Venezuelan settlements were incorporated into New Andalusia Province. Administered by the Royal Audiencia of Santo Domingo from the early 16th century, most of Venezuela became part of the Viceroyalty of New Granada in the early 18th century, and was then reorganized as an autonomous Captaincy General starting in 1777. The town of Caracas, founded in the central coastal region in 1567, was well-placed to become a key location, being near the coastal port of La Guaira whilst itself being located in a valley in a mountain range, providing defensive strength against pirates and a more fertile and healthy climate.
=== Independence and 19th century ===
After a series of unsuccessful uprisings, Venezuela, under the leadership of Francisco de Miranda, a Venezuelan marshal who had fought in the American Revolution and the French Revolution, declared independence as the First Republic of Venezuela on 5 July 1811. This began the Venezuelan War of Independence. A devastating earthquake that struck Caracas in 1812, together with the rebellion of the Venezuelan llaneros, helped bring down the republic. Simón Bolívar, new leader of the independentist forces, launched his Admirable Campaign in 1813 from New Granada, retaking most of the territory and being proclaimed as El Libertador ("The Liberator"). A second Venezuelan republic was proclaimed on 7 August 1813, but lasted only a few months before being crushed at the hands of royalist caudillo José Tomás Boves and his personal army of llaneros.The end of the French invasion of homeland Spain in 1814 allowed the preparation of a large expeditionary force to the American provinces under general Pablo Morillo, with the goal to regain the lost territory in Venezuela and New Granada. As the war reached a stalemate on 1817, Bolívar reestablished the Third Republic of Venezuela on the territory still controlled by the patriots, mainly in the Guayana and Llanos regions. This republic was short-lived as only two years later, during the Congress of Angostura of 1819, the union of Venezuela with New Granada was decreed to form the Republic of Colombia (historiographically Republic of Gran Colombia). The war continued for some years, until full victory and sovereignty was attained after the Battle of Carabobo on 24 June 1821. On 24 July 1823, José Prudencio Padilla and Rafael Urdaneta helped seal Venezuelan independence with their victory in the Battle of Lake Maracaibo. New Granada's congress gave Bolívar control of the Granadian army; leading it, he liberated several countries and founded the Republic of Colombia (Gran Colombia).
Sucre went on to liberate Ecuador and become the second president of Bolivia. Venezuela remained part of Gran Colombia until 1830, when a rebellion led by Páez allowed the proclamation of a newly independent Venezuela, on 22 September; Páez became the first president of the new State of Venezuela. Between one-quarter and one-third of Venezuela's population was lost during these two decades of warfare (including perhaps one-half of the Venezuelans of European descent), which by 1830, was estimated at 800,000.The colors of the Venezuelan flag are yellow, blue, and red: the yellow stands for land wealth, the blue for the sea that separates Venezuela from Spain, and the red for the blood shed by the heroes of independence.Slavery in Venezuela was abolished in 1854. Much of Venezuela's 19th-century history was characterized by political turmoil and dictatorial rule, including the Independence leader José Antonio Páez, who gained the presidency three times and served a total of 11 years between 1830 and 1863. This culminated in the Federal War (1859–1863). In the latter half of the century, Antonio Guzmán Blanco, another caudillo, served a total of 13 years between 1870 and 1887, with three other presidents interspersed.
In 1895, a longstanding dispute with Great Britain about the territory of Guayana Esequiba, which Britain claimed as part of British Guiana and Venezuela saw as Venezuelan territory, erupted into the Venezuela Crisis of 1895. The dispute became a diplomatic crisis when Venezuela's lobbyist, William L. Scruggs, sought to argue that British behavior over the issue violated the United States' Monroe Doctrine of 1823, and used his influence in Washington, D.C., to pursue the matter. Then, U.S. president Grover Cleveland adopted a broad interpretation of the doctrine that declared an American interest in any matter within the hemisphere. Britain ultimately accepted arbitration, but in negotiations over its terms was able to persuade the U.S. on many of the details. A tribunal convened in Paris in 1898 to decide the issue and in 1899 awarded the bulk of the disputed territory to British Guiana.In 1899, Cipriano Castro, assisted by his friend Juan Vicente Gómez, seized power in Caracas, marching an army from his base in the Andean state of Táchira. Castro defaulted on Venezuela's considerable foreign debts and declined to pay compensation to foreigners caught up in Venezuela's civil wars. This led to the Venezuela Crisis of 1902–1903, in which Britain, Germany and Italy imposed a naval blockade of several months before international arbitration at the new Permanent Court of Arbitration was agreed. In 1908, another dispute broke out with the Netherlands, which was resolved when Castro left for medical treatment in Germany and was promptly overthrown by Juan Vicente Gómez (1908–1935).
=== 20th century ===
The discovery of massive oil deposits in Lake Maracaibo during World War I proved to be pivotal for Venezuela and transformed the basis of its economy from a heavy dependence on agricultural exports. It prompted an economic boom that lasted into the 1980s; by 1935, Venezuela's per capita gross domestic product was Latin America's highest. Gómez benefited handsomely from this, as corruption thrived, but at the same time, the new source of income helped him centralize the Venezuelan state and develop its authority.
He remained the most powerful man in Venezuela until his death in 1935, although at times he ceded the presidency to others. The gomecista dictatorship (1935–1945) system largely continued under Eleazar López Contreras, but from 1941, under Isaías Medina Angarita, was relaxed. Angarita granted a range of reforms, including the legalization of all political parties. After World War II, immigration from Southern Europe (mainly from Spain, Italy, Portugal, and France) and poorer Latin American countries markedly diversified Venezuelan society.
In 1945, a civilian-military coup overthrew Medina Angarita and ushered in a three-year period of democratic rule (1945–1948) under the mass membership party Democratic Action, initially under Rómulo Betancourt, until Rómulo Gallegos won the 1947 Venezuelan presidential election (generally believed to be the first free and fair elections in Venezuela). Gallegos governed until overthrown by a military junta led by the triumvirate Luis Felipe Llovera Páez, Marcos Pérez Jiménez, and Gallegos' Defense Minister, Carlos Delgado Chalbaud, in the 1948 Venezuelan coup d'état.
The most powerful man in the military junta (1948–1958) was Pérez Jiménez (though Chalbaud was its titular president) and was suspected of being behind the death in office of Chalbaud, who died in a bungled kidnapping in 1950. When the junta unexpectedly lost the 1952 presidential election, it ignored the results and Pérez Jiménez was installed as presidentThe military dictator Pérez Jiménez was forced out on 23 January 1958. In an effort to consolidate a young democracy, the three major political parties (Acción Democrática (AD), COPEI and Unión Republicana Democrática (URD), with the notable exception of the Communist Party of Venezuela), signed the Puntofijo Pact power-sharing agreement. The two first parties would dominate the political landscape for four decades.
During the presidencies of Rómulo Betancourt (1959–1964, his second term) and Raúl Leoni (1964–1969) in the 1960s, substantial guerilla movements occurred, including the Armed Forces of National Liberation and the Revolutionary Left Movement, which had split from AD in 1960. Most of these movements laid down their arms under Rafael Caldera's first presidency (1969–1974); Caldera had won the 1968 election for COPEI, being the first time a party other than Democratic Action took the presidency through a democratic election. The new democratic order had its antagonists. Betancourt suffered an attack planned by the Dominican dictator Rafael Trujillo in 1960, and the leftists excluded from the Pact initiated an armed insurgency by organizing themselves in the Armed Forces of National Liberation, sponsored by the Communist Party and Fidel Castro. In 1962 they tried to destabilize the military corps, with failed revolts in Carúpano and Puerto Cabello. At the same time, Betancourt promoted a foreign policy, the Betancourt Doctrine, in which he only recognized elected governments by popular vote.The election in 1973 of Carlos Andrés Pérez coincided with an oil crisis, in which Venezuela's income exploded as oil prices soared; oil industries were nationalized in 1976. This led to massive increases in public spending, but also increases in external debts, until the collapse of oil prices during the 1980s crippled the Venezuelan economy. As the government started to devalue the currency in February 1983 to face its financial obligations, Venezuelans' real standards of living fell dramatically. A number of failed economic policies and increasing corruption in government led to rising poverty and crime, worsening social indicators, and increased political instability.
In the 1980s, the Presidential Commission for State Reform (COPRE) emerged as a mechanism of political innovation. Venezuela was preparing for the decentralization of its political system and the diversification of its economy, reducing the large size of the State. The COPRE operated as an innovation mechanism, also by incorporating issues into the political agenda that were generally excluded from public deliberation by the main actors of the Venezuelan democratic system. The most discussed topics were incorporated into the public agenda: decentralization, political participation, municipalization, judicial order reforms and the role of the State in a new economic strategy. The social reality of the country made the changes difficult to apply.Economic crises in the 1980s and 1990s led to a political crisis. Hundreds of people were killed by Venezuelan security forces and the military in the Caracazo riots of 1989 during the presidency of Carlos Andrés Pérez (1989–1993, his second term) and after the implementation of economic austerity measures. Hugo Chávez, who in 1982 had promised to depose the bipartisanship governments, used the growing anger at economic austerity measures to justify a coup d'état attempt in February 1992; a second coup d'état attempt occurred in November. President Carlos Andrés Pérez (re-elected in 1988) was impeached under embezzlement charges in 1993, leading to the interim presidency of Ramón José Velásquez (1993–1994). Coup leader Chávez was pardoned in March 1994 by president Rafael Caldera (1994–1999, his second term), with a clean slate and his political rights reinstated, allowing Chávez to win and maintain the presidency continuously from 1999 until his death in 2013. Chávez won the elections of 1998, 2000, 2006 and 2012 and the presidential referendum of 2004. The only gaps in his presidency occurred during the two-day de facto government of Pedro Carmona Estanga in 2002 and when Diosdado Cabello Rondón acted as interim president for a few hours.
=== Bolivarian government: 1999–present ===
A collapse in confidence in the existing parties led to Hugo Chávez being elected president in 1998 and the subsequent launch of a "Bolivarian Revolution", beginning with a 1999 constituent assembly to write a new Constitution of Venezuela. The Bolivarian Revolution refers to a left-wing populism social movement and political process in Venezuela led by Chávez, who founded the Fifth Republic Movement in 1997 and the United Socialist Party of Venezuela in 2007. The "Bolivarian Revolution" is named after Simón Bolívar. According to Chávez and other supporters, the "Bolivarian Revolution" seeks to build a mass movement to implement Bolivarianism—popular democracy, economic independence, equitable distribution of revenues, and an end to political corruption—in Venezuela. They interpret Bolívar's ideas from a populist perspective, using socialist rhetoric. This led to formation of the Fifth Republic of Venezuela (Spanish: Quinta República de Venezuela), commonly known as the Bolivarian Republic of Venezuela (Spanish: República Bolivariana de Venezuela), that continues to the present day. Venezuela has been considered the Bolivarian Republic following the adoption of the new Constitution of 1999.
Since Chávez's election into office, Venezuela developed into a dominant-party system, dominated by the United Socialist Party of Venezuela. In April 2002, Chávez was briefly ousted from power in the 2002 Venezuelan coup d'état attempt following popular demonstrations by his opponents, but Chavez returned to power after two days as a result of demonstrations by poor Chávez supporters in Caracas and actions by the military. Chávez also remained in power after an all-out national strike that lasted from December 2002 to February 2003, including a strike/lockout in the state oil company PDVSA. Capital flight before and during the strike led to the reimposition of currency controls (which had been abolished in 1989), managed by the CADIVI agency. In the subsequent decade, the government was forced into several currency devaluations. These devaluations have done little to improve the situation of the Venezuelan people who rely on imported products or locally produced products that depend on imported inputs while dollar-denominated oil sales account for the vast majority of Venezuela's exports. According to Sebastian Boyd writing at Bloomberg News, the profits of the oil industry have been lost to "social engineering" and corruption, instead of investments needed to maintain oil production.Chávez survived several further political tests, including an August 2004 recall referendum. He was elected for another term in December 2006 and re-elected for a third term in October 2012. However, he was never sworn in for his third period, due to medical complications; he died on 5 March 2013. The presidential election that took place on Sunday, 14 April 2013, was the first since Chávez took office in 1999 in which his name did not appear on the ballot.
Under the Bolivarian government, Venezuela went from being one of the richest countries in Latin America to one of the poorest. Hugo Chávez's socioeconomic policies of relying on oil sales and importing goods resulted in large amounts of debt, no change to corruption in Venezuela and culminated into the crisis in Venezuela. As a result of the crisis, the Venezuelan refugee crisis, the largest emigration of people in Latin America's history, occurred, with over 7 million Venezuelans – about 20% of the country's population – emigrating. Chávez also initiated Bolivarian missions, programs aimed at helping the poor.
==== Nicolás Maduro ====
Poverty and inflation began to increase into the 2010s. Nicolás Maduro was elected in 2013 after the death of Chavez. Chavez picked Maduro as his successor and appointed him vice president in 2013. Maduro was elected president in 2013 following Chavez's death.Nicolás Maduro has been the president of Venezuela since 14 April 2013, when he won the second presidential election after Chávez's death, with 50.61% of the votes against the opposition's candidate Henrique Capriles Radonski, who had 49.12% of the votes. The Democratic Unity Roundtable contested his election as fraud and as a violation of the constitution. An audit of 56% of the vote showed no discrepancies, and the Supreme Court of Venezuela ruled that under Venezuela's Constitution, Nicolás Maduro was the legitimate president. Opposition leaders and some international media consider the government of Maduro to be a dictatorship. Since February 2014, hundreds of thousands of Venezuelans have protested over high levels of criminal violence, corruption, hyperinflation, and chronic scarcity of basic goods due to policies of the federal government. Demonstrations and riots have resulted in over 40 fatalities in the unrest between Chavistas and opposition protesters and opposition leaders, including Leopoldo López and Antonio Ledezma were arrested. Human rights groups condemned the arrest of Leopoldo López. In the 2015 Venezuelan parliamentary election, the opposition gained a majority.Venezuela devalued its currency in February 2013 due to rising shortages in the country, which included those of milk, flour, and other necessities. This led to an increase in malnutrition, especially among children. Venezuela's economy had become strongly dependent on the exportation of oil, with crude accounting for 86% of exports, and a high price per barrel to support social programs. Beginning in 2014 the price of oil plummeted from over $100/bbl to $40/bbl a year and a half later. This placed pressure on the Venezuelan economy, which was no longer able to afford vast social programs. To counter the decrease in oil prices, the Venezuelan Government began taking more money from PDVSA, the state oil company, to meet budgets, resulting in a lack of reinvestment in fields and employees. Venezuela's oil production decreased from its height of nearly 3 to 1 million barrels (480 to 160 thousand cubic metres) per day. In 2014, Venezuela entered an economic recession. In 2015, Venezuela had the world's highest inflation rate with the rate surpassing 100%, which was the highest in the country's history. In 2017, Donald Trump's administration imposed more economic sanctions against Venezuela's state-owned oil company PDVSA and Venezuelan officials. Economic problems, as well as crime and corruption, were some of the main causes of the 2014–present Venezuelan protests. Since 2014, roughly 5.6 million people have fled Venezuela.In January 2016, President Maduro decreed an "economic emergency", revealing the extent of the crisis and expanding his powers. In July 2016, Colombian border crossings were temporarily opened to allow Venezuelans to purchase food and basic household and health items in Colombia. In September 2016, a study published in the Spanish-language Diario Las Américas indicated that 15% of Venezuelans are eating "food waste discarded by commercial establishments". Close to 200 riots had occurred in Venezuelan prisons by October 2016, according to Una Ventana a la Libertad, an advocacy group for better prison conditions.
In 2017, Venezuela experienced a constitutional crisis in the country. In March 2017, opposition leaders branded President Maduro a dictator after the Maduro-aligned Supreme Tribunal, which had been overturning most National Assembly decisions since the opposition took control of the body, took over the functions of the assembly, pushing a lengthy political standoff to new heights. The Supreme Court backed down and reversed its decision on 1 April 2017. A month later, President Maduro announced the 2017 Venezuelan Constituent Assembly election and on 30 August 2017, the 2017 Constituent National Assembly was elected into office and quickly stripped the National Assembly of its powers. The election raised concerns of an emerging dictatorship. In December 2017, President Maduro declared that leading opposition parties would be barred from taking part in the following year's presidential vote after they boycotted mayoral polls.Maduro won the 2018 election with 67.8% of the vote. The result was challenged by countries including Argentina, Chile, Colombia, Brazil, Canada, Germany, France and the United States who deemed it fraudulent and moved to recognize Juan Guaidó as president. Other countries continued to recognize Maduro as president, although China, facing financial pressure over its position, reportedly began hedging its position by decreasing loans given, cancelling joint ventures, and signaling willingness to work with all parties. In January 2019 the Permanent Council of the Organization of American States (OAS) approved a resolution "to not recognize the legitimacy of Nicolas Maduro's new term as of the 10th of January of 2019".In August 2019, United States President Donald Trump signed an executive order to impose a total economic embargo against Venezuela. In March 2020, the Trump administration indicted Maduro and several Venezuelan officials, including the Chief Justice of the Supreme Tribunal, on charges of drug trafficking, narcoterrorism, and corruption.In June 2020, a report by the US organisation Robert F. Kennedy Human Rights documented enforced disappearances in Venezuela that occurred in the years 2018 and 2019. During the period, 724 enforced disappearances of political detainees were reported. The report stated that Venezuelan security forces subjected victims, who had been disappeared, to illegal interrogation processes accompanied by torture and cruel or inhuman treatment. The report stated that the Venezuelan government strategically used enforced disappearances to silence political opponents and other critical voices it deemed a threat.
== Geography ==
Venezuela is located in the north of South America; geologically, its mainland rests on the South American Plate. It has a total area of 916,445 km2 (353,841 sq mi) and a land area of 882,050 km2 (340,560 sq mi), making Venezuela the 33rd largest country in the world. The territory it controls lies between latitudes 0° and 16°N and longitudes 59° and 74°W.
Shaped roughly like a triangle, the country has a 2,800 km (1,700 mi) coastline in the north, which includes numerous islands in the Caribbean and the northeast borders the northern Atlantic Ocean. Most observers describe Venezuela in terms of four fairly well defined topographical regions: the Maracaibo lowlands in the northwest, the northern mountains extending in a broad east–west arc from the Colombian border along the northern Caribbean coast, the wide plains in central Venezuela, and the Guiana Highlands in the southeast.
The northern mountains are the extreme northeastern extensions of South America's Andes mountain range. Pico Bolívar, the nation's highest point at 4,979 m (16,335 ft), lies in this region. To the south, the dissected Guiana Highlands contain the northern fringes of the Amazon Basin and Angel Falls, the world's highest waterfall, as well as tepuis, large table-like mountains. The country's center is characterized by the llanos, which are extensive plains that stretch from the Colombian border in the far west to the Orinoco River delta in the east. The Orinoco, with its rich alluvial soils, binds the largest and most important river system of the country; it originates in one of the largest watersheds in Latin America. The Caroní and the Apure are other major rivers.
Venezuela borders Colombia to the west, Guyana to the east, and Brazil to the south. Caribbean islands such as Trinidad and Tobago, Grenada, Curaçao, Aruba, and the Leeward Antilles lie near the Venezuelan coast. Venezuela has territorial disputes with Guyana, formerly United Kingdom, largely concerning the Essequibo area and with Colombia concerning the Gulf of Venezuela. In 1895, after years of diplomatic attempts to solve the border dispute, the dispute over the Essequibo River border flared up. It was submitted to a "neutral" commission (composed of British, American, and Russian representatives and without a direct Venezuelan representative), which in 1899 decided mostly against Venezuela's claim.
=== Climate ===
Venezuela is entirely located in the tropics over the Equator to around 12° N. Its climate varies from humid low-elevation plains, where average annual temperatures range as high as 35 °C (95.0 °F), to glaciers and highlands (the páramos) with an average yearly temperature of 8 °C (46.4 °F). Annual rainfall varies from 430 mm (16.9 in) in the semiarid portions of the northwest to over 1,000 mm (39.4 in) in the Orinoco Delta of the far east and the Amazonian Jungle in the south. The precipitation level is lower in the period from August through April. These periods are referred to as hot-humid and cold-dry seasons. Another characteristic of the climate is this variation throughout the country by the existence of a mountain range called "Cordillera de la Costa" which crosses the country from east to west. The majority of the population lives in these mountains.The country falls into four horizontal temperature zones based primarily on elevation, having tropical, dry, temperate with dry winters, and polar (alpine tundra) climates, amongst others. In the tropical zone—below 800 m (2,625 ft)—temperatures are hot, with yearly averages ranging between 26 and 28 °C (78.8 and 82.4 °F). The temperate zone ranges between 800 and 2,000 m (2,625 and 6,562 ft) with averages from 12 to 25 °C (53.6 to 77.0 °F); many of Venezuela's cities, including the capital, lie in this region. Colder conditions with temperatures from 9 to 11 °C (48.2 to 51.8 °F) are found in the cool zone between 2,000 and 3,000 m (6,562 and 9,843 ft), especially in the Venezuelan Andes, where pastureland and permanent snowfield with yearly averages below 8 °C (46 °F) cover land above 3,000 meters (9,843 ft) in the páramos.
The highest temperature recorded was 42 °C (108 °F) in Machiques, and the lowest temperature recorded was −11 °C (12 °F), reported from an uninhabited high altitude at Páramo de Piedras Blancas (Mérida state).
=== Biodiversity and conservation ===
Venezuela lies within the Neotropical realm; large portions of the country were originally covered by moist broadleaf forests. One of 17 megadiverse countries, Venezuela's habitats range from the Andes Mountains in the west to the Amazon Basin rainforest in the south, via extensive llanos plains and Caribbean coast in the center and the Orinoco River Delta in the east. They include xeric scrublands in the extreme northwest and coastal mangrove forests in the northeast. Its cloud forests and lowland rainforests are particularly rich.Animals of Venezuela are diverse and include manatees, three-toed sloth, two-toed sloth, Amazon river dolphins, and Orinoco Crocodiles, which have been reported to reach up to 6.6 m (22 ft) in length. Venezuela hosts a total of 1,417 bird species, 48 of which are endemic. Important birds include ibises, ospreys, kingfishers, and the yellow-orange Venezuelan troupial, the national bird. Notable mammals include the giant anteater, jaguar, and the capybara, the world's largest rodent. More than half of Venezuelan avian and mammalian species are found in the Amazonian forests south of the Orinoco.For the fungi, an account was provided by R.W.G. Dennis which has been digitized and the records made available on-line as part of the Cybertruffle Robigalia database. That database includes nearly 3,900 species of fungi recorded from Venezuela, but is far from complete, and the true total number of fungal species already known from Venezuela is likely higher, given the generally accepted estimate that only about 7% of all fungi worldwide have so far been discovered.
Among plants of Venezuela, over 25,000 species of orchids are found in the country's cloud forest and lowland rainforest ecosystems. These include the flor de mayo orchid (Cattleya mossiae), the national flower. Venezuela's national tree is the araguaney. The tops of the tepuis are also home to several carnivorous plants including the marsh pitcher plant, Heliamphora, and the insectivorous bromeliad, Brocchinia reducta.
Venezuela is among the top 20 countries in terms of endemism. Among its animals, 23% of reptilian and 50% of amphibian species, including the Trinidad poison frog, are endemic. Although the available information is still very small, a first effort has been made to estimate the number of fungal species endemic to Venezuela: 1334 species of fungi have been tentatively identified as possibly endemic. Some 38% of the over 21,000 plant species known from Venezuela are unique to the country.Venezuela is one of the 10 most biodiverse countries on the planet, yet it is one of the leaders of deforestation due to economic and political factors. Each year, roughly 287,600 hectares of forest are permanently destroyed and other areas are degraded by mining, oil extraction, and logging. Between 1990 and 2005, Venezuela officially lost 8.3% of its forest cover, which is about 4.3 million ha. In response, federal protections for critical habitat were implemented; for example, 20% to 33% of forested land is protected. Venezuela had a 2019 Forest Landscape Integrity Index mean score of 8.78/10, ranking it 19th globally out of 172 countries. The country's biosphere reserve is part of the World Network of Biosphere Reserves; five wetlands are registered under the Ramsar Convention. In 2003, 70% of the nation's land was under conservation management in over 200 protected areas, including 43 national parks. Venezuela's 43 national parks include Canaima National Park, Morrocoy National Park, and Mochima National Park. In the far south is a reserve for the country's Yanomami tribes. Covering 32,000 square miles (82,880 square kilometres), the area is off-limits to farmers, miners, and all non-Yanomami settlers.
Venezuela was one of the few countries that did not enter an INDC at COP21. Many terrestrial ecosystems are considered endangered, specially the dry forest in the northern regions of the country and the coral reefs in the Caribbean coast.There are 105 protected areas in Venezuela, which cover around 26% of the country's continental, marine and insular surface.
=== Hydrography ===
The country is made up of three river basins: the Caribbean Sea, the Atlantic Ocean and Lake Valencia, which forms an endorheic basin.On the Atlantic side it drains most of Venezuela's river waters. The largest basin in this area is the extensive Orinoco basin whose surface area, close to one million km2, is greater than that of the whole of Venezuela, although it has a presence of 65% in the country.
The size of this basin - similar to that of the Danube - makes it the third largest in South America, and it gives rise to a flow of some 33,000 m³/s, making the Orinoco the third largest in the world, and also one of the most valuable from the point of view of renewable natural resources. The Rio or Brazo Casiquiare is unique in the world, as it is a natural derivation of the Orinoco that, after some 500 km in length, connects it to the Negro River, which in turn is a tributary of the Amazon.
The Orinoco receives directly or indirectly rivers such as the Ventuari, the Caura, the Caroní, the Meta, the Arauca, the Apure and many others. Other Venezuelan rivers that empty into the Atlantic are the waters of the San Juan and Cuyuní basins. Finally, there is the Amazon River, which receives the Guainía, the Negro and others. Other basins are the Gulf of Paria and the Esequibo River.
The second most important watershed is the Caribbean Sea. The rivers of this region are usually short and of scarce and irregular flow, with some exceptions such as the Catatumbo, which originates in Colombia and drains into the Maracaibo Lake basin. Among the rivers that reach the Maracaibo lake basin are the Chama, the Escalante, the Catatumbo, and the contributions of the smaller basins of the Tocuyo, Yaracuy, Neverí and Manzanares rivers.
A minimum drains to the Lake Valencia basin. Of the total extension of the rivers, a total of 5400 km are navigable. Other rivers worth mentioning are the Apure, Arauca, Caura, Meta, Barima, Portuguesa, Ventuari and Zulia, among others.The country's main lakes are Lake Maracaibo -the largest in South America- open to the sea through the natural channel, but with fresh water, and Lake Valencia with its endorheic system. Other noteworthy bodies of water are the Guri reservoir, the Altagracia lagoon, the Camatagua reservoir and the Mucubají lagoon in the Andes.
=== Relief ===
The Venezuelan natural landscape is the product of the interaction of tectonic plates that since the Paleozoic have contributed to its current appearance. On the formed structures, seven physical-natural units have been modeled, differentiated in their relief and in their natural resources.
The relief of Venezuela has the following characteristics: coastline with several peninsulas and islands, adenas of the Andes mountain range (north and northwest), Lake Maracaibo (between the chains, on the coast); Orinoco river delta, region of peneplains and plateaus (tepui, east of the Orinoco) that together form the Guyanas massif (plateaus, southeast of the country).
The oldest rock formations in South America are found in the complex basement of the Guyanas highlands and in the crystalline line of the Maritime and Cordillera massifs in Venezuela. The Venezuelan part of the Guyanas Altiplano consists of a large granite block of gneiss and other crystalline Archean rocks, with underlying layers of sandstone and shale clay.The core of granite and cordillera is, to a large extent, flanked by sedimentary layers from the Cretaceous, folded in an anticline structure. Between these orographic systems there are plains covered with tertiary and quaternary layers of gravel, sands and clayey marls. The depression contains lagoons and lakes, among which is that of Maracaibo, and presents, on the surface, alluvial deposits from the Quaternary.
Coastal Mountain RangeAlso known as the Cordillera de la Costa, stretches along Venezuela's northern coast. This region is known for its lush tropical rainforests, stunning coastal views, and a rich variety of flora and fauna. The intermountain depressions, or valleys, between the mountain ranges are often home to fertile agricultural land and vibrant communities. These valleys offer a stark contrast to the rugged mountains that rise dramatically from the coast.
Lara-Falcón HighlandsSituated in northwestern Venezuela, the Lara-Falcón Highlands exhibit a terrain defined by plateaus and rolling hills. These highlands provide a significant contrast to the surrounding lowlands and coastal areas. The relief is characterized by gently sloping plateaus that support agriculture, including coffee and cacao cultivation. This region's semi-arid climate and picturesque landscapes make it an important agricultural and tourism center.
Lake Maracaibo LowlandsEncompass the basin of Lake Maracaibo and the plains surrounding the Gulf of Venezuela. This region offers two distinct plains—the northern one is relatively dry, while the southern one is humid and dotted with swamps. The relief here is primarily characterized by flat terrain, with the exception of some elevated areas near the lake. Lake Maracaibo itself sits in a depression, surrounded by oil-rich lands and productive agricultural areas.
The AndesThe Venezuelan Andes, part of the broader Andes mountain range, offer a striking relief with towering peaks, deep valleys, and fertile intermontane basins. Dominated by these corpulent mountain ranges, including Venezuela's highest peak, Bolívar Peak, the region's rugged and picturesque landscapes are defined by its high-altitude terrain. The unique relief of this area finds its origins in the Last Glacial Period, where the interplay of repeated glacier advances and retreats sculpted the landscape, shaped by the cold, high-altitude climate. This glacial heritage has left a lasting imprint, with glaciers carving deep valleys and polishing rugged peaks, while sheltered intramontane valleys offer fertile soils and temperate microclimates, creating ideal conditions for agriculture and human settlement.
Los LlanosLos Llanos, or "the plains," are expansive sedimentary basins characterized by predominantly flat relief. However, the eastern Llanos feature low-plateaus and the Unare depression, created through mesa erosion, adding diversity to the terrain. This region is subject to seasonal flooding, transforming the flat plains into a vast wetland during the rainy season. The relief here influences the region's unique ecosystems, including extensive grasslands and abundant wildlife.
Guiana ShieldThe Guiana Shield boasts a varied relief shaped by geological processes over millions of years. This region encompasses peneplains, rugged mountain ranges, foothills, and the iconic tepuis, or table-top mountains. The tepuis stand as isolated, flat-topped plateaus that rise dramatically from the surrounding terrain. This unique relief contributes to the region's remarkable biodiversity and scientific significance.
Orinoco Delta
The Orinoco Delta's relief is characterized by a complex system of lands and waters. It consists of numerous channels, islands, and shifting sedimentary deposits. While the relief may appear relatively uniform, it conceals a dynamic environment influenced by seasonal flooding and sediment deposition. This complex deltaic relief supports diverse aquatic life and the livelihoods of indigenous communities adapted to its ever-changing landscapes.
=== Valleys ===
The valleys are undoubtedly the most important type of landscape in the Venezuelan territory, not because of their spatial extension, but because they are the environment where most of the country's population and economic activities are concentrated. On the other hand, there are valleys throughout almost all the national space, except in the great sedimentary basins of the Llanos and the depression of the Maracaibo Lake, except also in the Amazonian peneplains.
By their modeling, the valleys of the Venezuelan territory belong mainly to two types: valleys of fluvial type and valleys of glacial type. Much more frequent, the former largely dominate the latter, which are restricted to the highest parts of the Andes. Moreover, most glacial valleys are relics of a past geologic epoch, which culminated some 10,000 to 12,000 years ago.
The deep and narrow Andean valleys are very different from the wide depressions of Aragua and Carabobo, in the Cordillera de la Costa, or from the valleys nestled in the Mesas de Monagas. These examples indicate that the configuration of the local relief is decisive in identifying regional types of valleys. Likewise, due to their warm climate, the Guayana valleys are distinguished from the temperate or cold Andean valleys by their humid environment. Both are, in turn, different from the semi-arid depressions of the states of Lara and Falcón.
The Andean valleys, essentially agricultural, precociously populated but nowadays in loss of speed, do not confront the same problems of space occupation as the strongly urbanized and industrialized valleys of the central section of the Cordillera de la Costa. On the other hand, the unpopulated and practically untouched Guiana valleys are another category this area is called the Lost World (Mundo Perdido).The Andean valleys are undoubtedly the most impressive of the Venezuelan territory because of the energy of the encasing reliefs, whose summits often dominate the valley bottoms by 3,000 to 3,500 meters of relative altitude. They are also the most picturesque in terms of their style of habitat, forms of land use, handicraft production and all the traditions linked to these activities. these activities
=== Deserts ===
Venezuela has a great diversity of landscapes and climates, including arid and dry areas. The main desert in the country is in the state of Falcon near the city of Coro. It is now a protected park, the Médanos de Coro National Park. The park is the largest of its kind in Venezuela, covering 91 square kilometres. The landscape is dotted with cacti and other xerophytic plants that can survive in humidity-free conditions near the desert.
Desert wildlife includes mostly lizards, iguanas and other reptiles. Although less frequent, the desert is home to some foxes, giant anteaters and rabbits. There are also some native bird populations, such as the sparrowhawk, tropical mockingbird, scaly dove and crested quail.
Other desert areas in the country include part of the Guajira Desert in the Guajira Municipality in the north of Zulia State and facing the Gulf of Venezuela, the Médanos de Capanaparo in the Santos Luzardo National Park in Apure State, the Medanos de la Isla de Zapara in Zulia State, the so-called Hundición de Yay in the Andrés Eloy Blanco Municipality of Lara State, and the Urumaco Formation also in Falcón State.
== Government and politics ==
Two major blocs of political parties are in Venezuela: the incumbent leftist bloc United Socialist Party of Venezuela (PSUV), its major allies Fatherland for All (PPT) and the Communist Party of Venezuela (PCV), and the opposition bloc grouped into the electoral coalition Mesa de la Unidad Democrática. This includes A New Era (UNT) together with allied parties Project Venezuela, Justice First, Movement for Socialism (MAS) and others.
The Venezuelan president is elected by a vote, with direct and universal suffrage, and is both head of state and head of government. The term of office is six years, and (as of 15 February 2009) a president may be re-elected an unlimited number of times. The president appoints the vice president and decides the size and composition of the cabinet and makes appointments to it with the involvement of the legislature. The president can ask the legislature to reconsider portions of laws he finds objectionable, but a simple parliamentary majority can override these objections.
The president may ask the National Assembly to pass an enabling act granting the ability to rule by decree in specified policy areas; this requires a two-thirds majority in the Assembly. Since 1959, six Venezuelan presidents have been granted such powers.
The unicameral Venezuelan parliament is the Asamblea Nacional ("National Assembly"). The number of members is variable – each state and the Capital district elect three representatives plus the result of dividing the state population by 1.1% of the total population of the country. Three seats are reserved for representatives of Venezuela's indigenous peoples. For the 2011–2016 period the number of seats is 165. All deputies serve five-year terms.
The voting age in Venezuela is 18. Voting is not compulsory.The legal system of Venezuela belongs to the Continental Law tradition. The highest judicial body is the Supreme Tribunal of Justice or Tribunal Supremo de Justicia, whose magistrates are elected by parliament for a single two-year term. The National Electoral Council (Consejo Nacional Electoral, or CNE) is in charge of electoral processes; it is formed by five main directors elected by the National Assembly. Supreme Court president Luisa Estela Morales said in December 2009 that Venezuela had moved away from "a rigid division of powers" toward a system characterized by "intense coordination" between the branches of government. Morales clarified that each power must be independent.
=== Suspension of constitutional rights ===
The 2015 parliamentary elections were held on 6 December 2015 to elect the 164 deputies and three indigenous representatives of the National Assembly. In 2014, a series of protest and demonstrations began in Venezuela, attributed to inflation, violence and shortages in Venezuela. The protests were largely peaceful.
The government has accused the protest of being motivated by fascists, opposition leaders, capitalism and foreign influence,
President Maduro acknowledged PSUV defeat, but attributed the opposition's victory to an intensification of an economic war. Despite this, Maduro said "I will stop by hook or by crook the opposition coming to power, whatever the costs, in any way". In the following months, Maduro fulfilled his promise of preventing the elected National Assembly from legislating. The first steps taken by PSUV and government were the substitution of the entire Supreme court a day after the Parliamentary Elections contrary to the Constitution of Venezuela, acclaimed as a fraud by the majority of the Venezuelan and international press. The Financial Times described the function of the Supreme Court in Venezuela as "rubber stamping executive whims and vetoing legislation". The PSUV government used this violation to suspend several elected opponents. Maduro said that "the Amnesty law (approved by the Parliament) will not be executed" and asked the Supreme Court to declare it unconstitutional.On 16 January 2016, Maduro approved an unconstitutional economic emergency decree, relegating to his own figure the legislative and executive powers, while also holding judiciary power through the fraudulent designation of judges the day after the election on 6 December 2015. From these events, Maduro effectively controls all three branches of government. On 14 May 2016, constitutional guarantees were in fact suspended when Maduro decreed the extension of the economic emergency decree for another 60 days and declared a State of Emergency, which is a clear violation of the Constitution of Venezuela in the Article 338th: "The approval of the extension of States of emergency corresponds to the National Assembly." Thus, constitutional rights in Venezuela are considered suspended in fact by many publications and public figures.On 14 May 2016, the Organization of American States was considering the application of the Inter-American Democratic Charter sanctions for non-compliance to its own constitution.
In March 2017, the Venezuelan Supreme Court took over law making powers from the National Assembly but reversed its decision the following day.
=== Foreign relations ===
Throughout most of the 20th century, Venezuela maintained friendly relations with most Latin American and Western nations. Relations between Venezuela and the United States government worsened in 2002, after the 2002 Venezuelan coup d'état attempt during which the U.S. government recognized the short-lived interim presidency of Pedro Carmona. In 2015, Venezuela was declared a national security threat by U.S. president Barack Obama. Correspondingly, ties to various Latin American and Middle Eastern countries not allied to the U.S. have strengthened.Venezuela seeks alternative hemispheric integration via such proposals as the Bolivarian Alternative for the Americas trade proposal and the newly launched Latin American television network teleSUR. Venezuela is one of five nations in the world—along with Russia, Nicaragua, Nauru, and Syria—to have recognized the independence of Abkhazia and South Ossetia. Venezuela was a proponent of OAS's decision to adopt its Anti-Corruption Convention and is actively working in the Mercosur trade bloc to push increased trade and energy integration. Globally, it seeks a "multi-polar" world based on strengthened ties among undeveloped countries.
On 26 April 2017, Venezuela announced its intention to withdraw from the OAS. Venezuelan Foreign Minister Delcy Rodríguez said that President Nicolás Maduro plans to publicly renounce Venezuela's membership on 27 April 2017. It will take two years for the country to formally leave. During this period, the country does not plan on participating in the OAS.Venezuela is involved in a long-standing disagreement about the control of the Guayana Esequiba area.
Venezuela may suffer a deterioration of its power in international affairs if the global transition to renewable energy is completed. It is ranked 151 out of 156 countries in the index of Geopolitical Gains and Losses after energy transition (GeGaLo).
=== Military ===
The Bolivarian National Armed Forces of the Bolivarian Republic of Venezuela (Fuerza Armada Nacional Bolivariana, FANB) are the overall unified military forces of Venezuela. It includes over 320,150 men and women, under Article 328 of the Constitution, in 5 components of Ground, Sea and Air. The components of the Bolivarian National Armed Forces are: the Venezuelan Army, the Venezuelan Navy, the Venezuelan Air Force, the Venezuelan National Guard, and the Venezuelan National Militia.
As of 2008, a further 600,000 soldiers were incorporated into a new branch, known as the Armed Reserve. The president of Venezuela is the commander-in-chief of the national armed forces. The main roles of the armed forces are to defend the sovereign national territory of Venezuela, airspace, and islands, fight against drug trafficking, to search and rescue and, in the case of a natural disaster, civil protection. All male citizens of Venezuela have a constitutional duty to register for the military service at 18, which is the age of majority.
=== Law and crime ===
In Venezuela, a person is murdered every 21 minutes. Violent crimes have been so prevalent in Venezuela that the government no longer produces the crime data. In 2013, the homicide rate was approximately 79 per 100,000, one of the world's highest, having quadrupled in the past 15 years with over 200,000 people murdered. By 2015, it had risen to 90 per 100,000. The capital Caracas has one of the greatest homicide rates of any large city in the world, with 122 homicides per 100,000 residents. In 2008, polls indicated that crime was the number one concern of voters. Attempts at fighting crime such as Operation Liberation of the People were implemented to crack down on gang-controlled areas but, of reported criminal acts, less than 2% are prosecuted. In 2017, the Financial Times noted that some of the arms procured by the government over the previous two decades had been diverted to paramilitary civilian groups and criminal syndicates.Venezuela is especially dangerous for foreign travelers and investors who are visiting. The United States Department of State and the Government of Canada have warned foreign visitors that they may be subjected to robbery, kidnapping and murder, and that their own diplomatic travelers are required to travel in armored vehicles. The United Kingdom's Foreign and Commonwealth Office has advised against all travel to Venezuela. Visitors have been murdered during robberies.There are approximately 33 prisons holding about 50,000 inmates. Venezuela's prison system is heavily overcrowded; its facilities have capacity for only 14,000 prisoners.
=== Human rights ===
Human rights organizations such as Human Rights Watch and Amnesty International have increasingly criticized Venezuela's human rights record, with the former organization noting in 2017 that the Chavez and subsequently the Maduro government have increasingly concentrated power in the executive branch, eroded constitutional human rights protections and allowed the government to persecute and repress its critics and opposition. Other persistent concerns as noted by the report included poor prison conditions, the continuous harassment of independent media and human rights defenders by the government. In 2006, the Economist Intelligence Unit rated Venezuela a "hybrid regime" and the third least democratic regime in Latin America on the Democracy Index. The Democracy index downgraded Venezuela to an authoritarian regime in 2017, citing continued increasingly dictatorial behaviors by the Maduro government.
=== Corruption ===
Corruption in Venezuela is high by world standards and was so for much of the 20th century. The discovery of oil worsened political corruption, and by the late 1970s, Juan Pablo Pérez Alfonso's description of oil as "the Devil's excrement" had become a common expression in Venezuela. Venezuela has been ranked one of the most corrupt countries on the Corruption Perceptions Index since the survey started in 1995. The 2010 ranking placed Venezuela at number 164, out of 178 ranked countries in government transparency. By 2016, the rank had increased to 166 out of 178. Similarly, the World Justice Project ranked Venezuela 99th out of 99 countries surveyed in its 2014 Rule of Law Index.This corruption is shown with Venezuela's significant involvement in drug trafficking, with Colombian cocaine and other drugs transiting Venezuela towards the United States and Europe. In the period 2003–2008 Venezuelan authorities seized the fifth-largest total quantity of cocaine in the world, behind Colombia, the United States, Spain and Panama. In 2006, the government's agency for combating illegal drug trade in Venezuela, ONA, was incorporated into the office of the vice-president. However, many major government and military officials have been known for their involvement with drug trafficking.
== Administrative divisions ==
Venezuela is divided into 23 states (estados), a capital district (distrito capital) corresponding to the city of Caracas, and the Federal Dependencies (Dependencias Federales, a special territory). Venezuela is further subdivided into 335 municipalities (municipios); these are subdivided into over one thousand parishes (parroquias). The states are grouped into nine administrative regions (regiones administrativas), which were established in 1969 by presidential decree.The country can be further divided into ten geographical areas, some corresponding to climatic and biogeographical regions. In the north are the Venezuelan Andes and the Coro region, a mountainous tract in the northwest, holds several sierras and valleys. East of it are lowlands abutting Lake Maracaibo and the Gulf of Venezuela.The Central Range runs parallel to the coast and includes the hills surrounding Caracas; the Eastern Range, separated from the Central Range by the Gulf of Cariaco, covers all of Sucre and northern Monagas. The Insular Region includes all of Venezuela's island possessions: Nueva Esparta and the various Federal Dependencies. The Orinoco Delta, which forms a triangle covering Delta Amacuro, projects northeast into the Atlantic Ocean.The country maintains a historical claim on the territory it calls Guyana Esequiba, the territory administered by Guyana west of the Esequibo River. In 1966 the British and Venezuelan governments signed the Geneva Agreement to resolve the conflict peacefully. The Port of Spain Protocol of 1970 set a deadline to try to resolve the issue, without success to date.
=== Largest cities ===
== Economy ==
Venezuela has a market-based mixed economy dominated by the petroleum sector, which accounts for roughly a third of GDP, around 80% of exports, and more than half of government revenues. Per capita GDP for 2016 was estimated to be US$15,100, ranking 109th in the world. Venezuela has the least expensive petrol in the world because the consumer price of petrol is heavily subsidized. The private sector controls two-thirds of Venezuela's economy.A part of the Venezuelan economy depends on remittances.
The Central Bank of Venezuela is responsible for developing monetary policy for the Venezuelan bolívar which is used as currency. The president of the Central Bank of Venezuela serves as the country's representative in the International Monetary Fund. The U.S.-based conservative think tank The Heritage Foundation claims Venezuela has the weakest property rights in the world, scoring only 5.0 on a scale of 100; expropriation without compensation is not uncommon.
As of 2011, more than 60% of Venezuela's international reserves was in gold, eight times more than the average for the region. Most of Venezuela's gold held abroad was located in London. On 25 November 2011, the first of US$11 billion of repatriated gold bullion arrived in Caracas; Chávez called the repatriation of gold a "sovereign" step that will help protect the country's foreign reserves from the turmoil in the U.S. and Europe. However government policies quickly spent down this returned gold and in 2013 the government was forced to add the dollar reserves of state owned companies to those of the national bank to reassure the international bond market.
Manufacturing contributed 17% of GDP in 2006. Venezuela manufactures and exports heavy industry products such as steel, aluminium and cement, with production concentrated around Ciudad Guayana, near the Guri Dam, one of the largest in the world and the provider of about three-quarters of Venezuela's electricity. Other notable manufacturing includes electronics and automobiles, as well as beverages, and foodstuffs. Agriculture in Venezuela accounts for approximately 3% of GDP, 10% of the labor force, and at least a quarter of Venezuela's land area. The country is not self-sufficient in most areas of agriculture.Since the discovery of oil in the early 20th century, Venezuela has been one of the world's leading exporters of oil, and it is a founding member of OPEC. Previously an underdeveloped exporter of agricultural commodities, oil quickly came to dominate exports and government revenues. The 1980s oil glut led to an external debt crisis and a long-running economic crisis, which saw inflation peak at 100% in 1996. The 1990s also saw Venezuela experience a major banking crisis in 1994.
The recovery of oil prices after 2001 boosted the Venezuelan economy and facilitated social spending. With social programs such as the Bolivarian Missions, Venezuela initially made progress in social development in the 2000s, particularly in areas such as health, education, and poverty. Many of the social policies pursued by Chávez and his administration were jump-started by the Millennium Development Goals, eight goals that Venezuela and 188 other nations agreed to in September 2000. The sustainability of the Bolivarian Missions has been questioned due to the Bolivarian state's overspending on public works and because the Chávez government did not save funds for future economic hardships, with economic issues and poverty rising as a result of their policies in the 2010s. In 2003 the government of Hugo Chávez implemented currency controls after capital flight led to a devaluation of the currency. This led to the development of a parallel market of dollars in the subsequent years. The fallout of the 2008 global financial crisis saw a renewed economic downturn. Despite controversial data shared by the Venezuelan government showing that the country had halved malnutrition following one of the UN's Millennium Development Goals, shortages of staple goods began to occur in Venezuela and malnutrition began to increase.In early 2013, Venezuela devalued its currency due to growing shortages in the country. The shortages included, and still include, necessities such as toilet paper, milk, and flour. Fears rose so high due to the toilet paper shortage that the government occupied a toilet paper factory, and continued plans to nationalize other industrial aspects like food distribution. Venezuela's bond ratings have also decreased multiple times in 2013 due to decisions by the president Nicolás Maduro. In 2016, consumer prices in Venezuela increased 800% and the economy declined by 18.6%, entering an economic depression. Venezuela's outlook was deemed negative by most bond-rating services in 2017. For 2018 an inflation rate of 1,000,000 percent was projected, putting Venezuela in a similar situation to that in Germany in 1923 or Zimbabwe in the late 2000s.
=== Tourism ===
Tourism has been developed considerably in recent decades, particularly because of its favorable geographical position, the variety of landscapes, the richness of plant and wildlife, the culture and the tropical climate.
Margarita Island is one of the top tourist destinations. It is an island with a modern infrastructure, bordered by beaches suitable for extreme sports, and features castles, fortresses and churches of great cultural value.
Los Roques Archipelago is made up of a set of islands and keys that constitute one of the main tourist attractions in the country. With exotic crystalline beaches, Morrocoy is a national park, formed by small keys very close to the mainland, which have grown rapidly as one of the greatest tourist attractions in the Venezuelan Caribbean.
Canaima National Park extends over 30,000 km2 to the border with Guyana and Brazil; due to its size it is considered the sixth largest national park in the world. Its steep cliffs and waterfalls (including Angel Falls, which is the highest waterfall in the world, at 1,002 m) form spectacular landscapes.
The state of Mérida is one of the main tourist centers of Venezuela. It has an extensive network of hotels not only in its capital city, but also throughout the state. Starting from the same city of Mérida is the longest and highest cable car in the world, which reaches the Pico Espejo of 4,765 m.
=== Shortages ===
Shortages in Venezuela have been prevalent following the enactment of price controls and other policies during the economic policy of the Hugo Chávez government. Under the economic policy of the Nicolás Maduro government, greater shortages occurred due to the Venezuelan government's policy of withholding United States dollars from importers with price controls.Shortages occur in regulated products, such as milk, various types of meat, coffee, rice, oil, flour, butter, and other goods including basic necessities like toilet paper, personal hygiene products, and even medicine. As a result of the shortages, Venezuelans must search for food, wait in lines for hours and sometimes do without certain products.A drought, combined with a lack of planning and maintenance, has caused a hydroelectricity shortage. To deal with lack of power supply, in April 2016 the Maduro government announced rolling blackouts and reduced the government workweek to only Monday and Tuesday. A multi-university study found that, in 2016 alone, about 75% of Venezuelans lost weight due to hunger, with the average losing about 8.6 kg (19 lbs) due to the lack of food. In March 2017, Venezuela began having shortages of gasoline in some regions.
=== Petroleum and other resources ===
Venezuela has the largest oil reserves, and the eighth largest natural gas reserves in the world. Compared to the preceding year another 40.4% in crude oil reserves were proven in 2010, allowing Venezuela to surpass Saudi Arabia as the country with the largest reserves of this type. The country's main petroleum deposits are located around and beneath Lake Maracaibo, the Gulf of Venezuela (both in Zulia), and in the Orinoco River basin (eastern Venezuela), where the country's largest reserve is located. Besides the largest conventional oil reserves and the second-largest natural gas reserves in the Western Hemisphere, Venezuela has non-conventional oil deposits (extra-heavy crude oil, bitumen and tar sands) approximately equal to the world's reserves of conventional oil. The electricity sector in Venezuela is one of the few to rely primarily on hydropower, and includes the Guri Dam, one of the largest in the world.
In the first half of the 20th century, U.S. oil companies were heavily involved in Venezuela, initially interested only in purchasing concessions. In 1943 a new government introduced a 50/50 split in profits between the government and the oil industry. In 1960, with a newly installed democratic government, Hydrocarbons Minister Juan Pablo Pérez Alfonso led the creation of OPEC, the consortium of oil-producing countries aiming to support the price of oil.
In 1973, Venezuela voted to nationalize its oil industry outright, effective 1 January 1976, with Petróleos de Venezuela (PDVSA) taking over and presiding over a number of holding companies; in subsequent years, Venezuela built a vast refining and marketing system in the U.S. and Europe. In the 1990s PDVSA became more independent from the government and presided over an apertura (opening) in which it invited in foreign investment. Under Hugo Chávez a 2001 law placed limits on foreign investment. PDVSA played a key role in the December 2002 – February 2003 national strike. As a result of the strike, around 40% of the company's workforce (around 18,000 workers) were dismissed.
== Transport ==
Venezuela is connected to the world primarily via air (Venezuela's airports include the Simón Bolívar International Airport in Maiquetía, near Caracas and La Chinita International Airport near Maracaibo) and sea (with major sea ports at La Guaira, Maracaibo and Puerto Cabello). In the south and east the Amazon rainforest region has limited cross-border transport; in the west, there is a mountainous border of over 2,213 kilometres (1,375 mi) shared with Colombia. The Orinoco River is navigable by oceangoing vessels up to 400 kilometres (250 mi) inland, and connects the major industrial city of Ciudad Guayana to the Atlantic Ocean.
Venezuela has a limited national railway system, which has no active rail connections to other countries. The government of Hugo Chávez tried to invest in expanding it, but Venezuela's rail project is on hold due to Venezuela not being able to pay the $7.5 billion and owing China Railway nearly $500 million.
Several major cities have metro systems; the Caracas Metro has been operating since 1983. The Maracaibo Metro and Valencia Metro were opened more recently.
Venezuela has a road network of nearly 100,000 kilometres (62,000 mi), placing the country around 45th in the world; around a third of roads are paved.
== Demographics ==
Venezuela is among the most urbanized countries in Latin America; the vast majority of Venezuelans live in the cities of the north, especially in the capital Caracas, which is also the largest city. About 93% of the population lives in urban areas in northern Venezuela; 73% live less than 100 kilometres (62 mi) from the coastline. Though almost half of Venezuela's land area lies south of the Orinoco, only 5% of Venezuelans live there. The largest and most important city south of the Orinoco is Ciudad Guayana, which is the sixth most populous conurbation. Other major cities include Barquisimeto, Valencia, Maracay, Maracaibo, Barcelona-Puerto La Cruz, Mérida and San Cristóbal.
According to the 2022 revision of the World Population Prospects the total population was 28,199,867 in 2021. A 2014 study by sociologists of the Central University of Venezuela found over 1.5 million Venezuelans, or about 4% to 6% of the country's population, have left Venezuela since 1999.
=== Ethnicity ===
The people of Venezuela come from a variety of ancestries. It is estimated that the majority of the population is of pardo, or mixed, ethnic ancestry. In the 2011 census, which Venezuelans were asked to identify themselves according to their customs and ancestry, the term pardo was excluded from the answers. The majority claimed to be moreno or white—51.6% and 43.6%, respectively. Practically half of the population claimed to be moreno, a term used throughout Ibero-America that in this case means "dark-skinned" or "brown-skinned", as opposed to having a lighter skin.
Ethnic minorities in Venezuela consist of groups that descend mainly from African or indigenous peoples; 2.8% identified themselves as "black" and 0.7% as afrodescendiente (Afro-descendant), 2.6% claimed to belong to indigenous peoples, and 1.2% answered "other races".Among indigenous people, 58% were Wayúu, 7% Warao, 5% Kariña, 4% Pemón, 3% Piaroa, 3% Jivi, 3% Añu, 3% Cumanágoto, 2% Yukpa, 2% Chaima and 1% Yanomami; the remaining 9% consisted of other indigenous nations.According to an autosomal DNA study conducted in 2008 by the University of Brasília, the composition of Venezuela's population is 60.60% European, 23% indigenous, and 16.30% African.
During the colonial period and until after the Second World War, many of the European immigrants to Venezuela came from the Canary Islands and Spain with a relevant amount of Galicians and Asturians. These immigrants from Spain had a significant cultural impact on the cuisine and customs of Venezuela. These influences on Venezuela have led to the nation being called the 8th island of the Canaries. With the start of oil exploitation in the early 20th century, companies from the United States began establishing operations in Venezuela, bringing with them U.S. citizens. Later, during and after the war, new waves of immigrants from other parts of Europe, the Middle East, and China began; many were encouraged by government-established immigration programs and lenient immigration policies. During the 20th century, Venezuela, along with the rest of Latin America, received millions of immigrants from Europe. This was especially true post-World War II, as a consequence of war-ridden Europe. During the 1970s, while experiencing an oil-export boom, Venezuela received millions of immigrants from Ecuador, Colombia, and the Dominican Republic. Due to the belief that this immigration influx depressed wages, some Venezuelans opposed European immigration. The Venezuelan government, however, were actively recruiting immigrants from Eastern Europe to fill a need for engineers. Millions of Colombians, as well as Middle Eastern and Haitian populations would continue immigrating to Venezuela into the early 21st century.According to the World Refugee Survey 2008, published by the U.S. Committee for Refugees and Immigrants, Venezuela hosted a population of refugee and asylum seekers from Colombia numbering 252,200 in 2007, and 10,600 new asylum seekers entered Venezuela in 2007. Between 500,000 and one million illegal immigrants are estimated to be living in the country.The total indigenous population of the country is estimated at 500 thousand people (2.8% of the total), distributed among 40 indigenous peoples. There are three uncontacted tribes living in Venezuela. The Constitution recognizes the multi-ethnic, pluri-cultural, and multilingual character of the country and includes a chapter devoted to indigenous peoples' rights, which opened up spaces for their political inclusion at national and local level in 1999.
Most indigenous peoples are concentrated in eight states along Venezuela's borders with Brazil, Guyana, and Colombia, and the majority groups are the Wayuu in the west, the Warao in the east, the Yanomami installed in the south, and the Pemon which are mostly in the southeast of Venezuela.
=== Languages ===
Although most residents are monolingual Spanish speakers, many languages are spoken in Venezuela. In addition to Spanish, the Constitution recognizes more than thirty indigenous languages, including Wayuu, Warao, Pemón, and many others for the official use of the indigenous peoples, mostly with few speakers – less than 1% of the total population. Wayuu is the most spoken indigenous language, with 170,000 speakers.
Immigrants, in addition to Spanish, speak their own languages. Chinese (400,000), Portuguese (254,000), and Italian (200,000) are the most-spoken languages in Venezuela after the official language of Spanish. Arabic is spoken by Lebanese and Syrian colonies on Isla de Margarita, Maracaibo, Punto Fijo, Puerto la Cruz, El Tigre, Maracay, and Caracas. Portuguese is spoken not only by the Portuguese community in Santa Elena de Uairén but also by much of the population due to its proximity to Brazil. The German community speaks their native language, while the people of Colonia Tovar speak mostly an Alemannic dialect of German called alemán coloniero.
English is the most widely used foreign language in demand and is spoken by many professionals, academics, and members of the upper and middle classes as a result of the oil exploration by foreign companies, in addition to its acceptance as a lingua franca. Culturally, English is common in southern towns like El Callao, and the native English-speaking influence is evident in folk and calypso songs from the region. English was brought to Venezuela by Trinidadian and other British West Indies immigrants. A variety of Antillean Creole is spoken by a small community in El Callao and Paria. Italian language teaching is delivered by private Venezuelan schools and institutions. Other languages spoken by large communities in the country are Basque and Galician, among others.
=== Religion ===
According to a 2011 poll, 88% of the population is Christian, primarily Roman Catholic (71%), and the remaining 17% Protestant, primarily Evangelicals (in Latin America Protestants are usually called "evangélicos"). 8% of Venezuelans are irreligious. Almost 3% of the population follow another religion (1% of these people practice Santería).There are small but influential Muslim, Druze, Buddhist, and Jewish communities. The Muslim community of more than 100,000 is concentrated among persons of Lebanese and Syrian descent living in Nueva Esparta state, Punto Fijo and the Caracas area. Venezuela is home of the largest Druze communities outside the Middle East, the Druze community are estimated around 60,000, and concentrated among persons of Lebanese and Syrian descent. Buddhism is practiced by over 52,000 people. The Buddhist community is made up mainly of Chinese, Japanese, and Korean people.
The Jewish community has shrunk in recent years due to rising economic pressures and antisemitism in Venezuela, with the population declining from 22,000 in 1999 to less than 7,000 in 2015.
=== Health ===
Venezuela has a national universal health care system. The current government has created a program to expand access to health care known as Misión Barrio Adentro, although its efficiency and work conditions have been criticized. As of December 2014 an estimated 80% of Barrio Adentro establishments in Venezuela are abandoned.Infant mortality in Venezuela was 19 deaths per 1,000 births for 2014 which was lower than the South American average (To compare: The U.S. figure was 6 deaths per 1,000 births in 2013). Child malnutrition was 17%. Delta Amacuro and Amazonas had the nation's highest rates. According to the United Nations, 32% of Venezuelans lacked adequate sanitation, primarily those living in rural areas. Diseases ranging from diphtheria, plague, malaria, typhoid fever, yellow fever, cholera, hepatitis A, hepatitis B, and hepatitis D were present in the country. Obesity was prevalent in approximately 30% of the adult population.Venezuela had a total of 150 sewage treatment plants; 13% of the population lacked access to drinking water, but this number had been dropping.During the economic crisis observed under President Maduro's presidency, medical professionals were forced to perform outdated treatments on patients.
=== Education ===
In 2008, 95.2% of the adult population was literate. The net primary school enrollment rate was at 91% and the net secondary school enrollment rate was at 63% in 2005. Venezuela has a number of universities, of which the most prestigious are the Central University of Venezuela founded in 1721, the University of Zulia, the University of the Andes, Simón Bolívar University, and the University of the East.
Currently, many Venezuelan graduates seek a future abroad because of the country's troubled economy and heavy crime rate. Over 1.35 million Venezuelan college graduates have left the country since the beginning of the Bolivarian Revolution. It is believed that nearly 12% of Venezuelans live abroad, with Ireland becoming a popular destination for students. According to Claudio Bifano, president of the Venezuelan Academy of Physical, Mathematical, and Natural Sciences, more than half of all medical graduates had left Venezuela in 2013.By 2018, over half of all Venezuelan children had dropped out of school, with 58% of students quitting nationwide while areas near bordering countries saw more than 80% of their students leave. Nationwide, about 93% of schools do not meet the minimum requirements to operate and 77% do not have utilities such as food, water or electricity.
== Culture ==
The culture of Venezuela is a melting pot made up of three main groups: The Indigenous Venezuelans, the Africans, and the Spanish.
The Africans brought in many musical influences, especially introduction of the drum. The Spanish influence predominantes due to the colonization process and the socioeconomic structure it created. Spanish influences can be seen in the country's architecture, music, religion, and language.
Venezuela was also enriched by immigration streams of Indian and European origin in the 19th century, especially from France. Most recently, immigration from the United States, Spain, Italy, and Portugal has enriched the already complex cultural mosaic.
=== Architecture ===
Carlos Raúl Villanueva was the most important Venezuelan architect of the modern era; he designed the Central University of Venezuela, (a World Heritage Site) and its Aula Magna. Other notable architectural works include the Capitolio, the Baralt Theatre, the Teresa Carreño Cultural Complex, and the General Rafael Urdaneta Bridge.
In Venezuela, prehistoric man began to build useful architecture from approximately 1000 B.C. to the 15th century A.D., in the period known as the "Neo-Indian". Neo-Indian architecture consisted of incipient constructions, such as agricultural terraces and vaults lined by stones, called mintoyes, which were used as tombs and silos for the storage of agricultural products. The Indo-Hispanic architecture is the one that begins to develop from the year 1498 A.D. Venezuelan colonial architecture is built from the 16th century, when Venezuela began to be a dependent colony of the Spanish Empire, until 1810, when the process of Venezuelan independence began.
The architecture of this period is characterized by its discreet modesty. The explanation lies in the socioeconomic conditions of the country. Venezuela did not offer then to the colonizers the immense riches kept by nature for later times. The simplification of technical problems, the renunciation of most of the decorative elements and variegated ostentations of fanciful baroque, the impossibility of using expensive materials and the consequent lack of craftsmen, contributed to establish a modest but well-defined physiognomy of the colonial architecture of Venezuela. During the colonial period, there were eventually confrontations between the Spanish conquerors and the barbarians that sailed along the Venezuelan coasts, in order to take over the provinces located on the coasts of the country.
Christian temples from the colonial era were constituted by an almost invariable, arrangement consisting of a rectangular plan, three naves separated by arches of alfarje roofing composed of religious architecture in colonial times. The Venezuelan society dedicated a great amount of resources to erect religious monuments comparable to those of other countries of the continent. The XVII century was of reconstruction of the Catholic churches that had been destroyed by the earthquake of 1641. In the 18th century, specifically between 1728 and 1785, the prosperity that Venezuela enjoyed due to the opening of the Compañía Guipuzcoana was also reflected in the construction of new architecture, especially of a religious nature.
=== Art ===
Venezuelan art was initially dominated by religious motifs. However, in the late 19th century, artists began emphasizing historical and heroic representations of the country's struggle for independence. This move was led by Martín Tovar y Tovar. Modernism took over in the 20th century. Notable Venezuelan artists include Arturo Michelena, Cristóbal Rojas, Armando Reverón, Manuel Cabré; the kinetic artists Jesús Soto, Gego and Carlos Cruz-Diez; and contemporary artists such as Marisol and Yucef Merhi.
=== Literature ===
Venezuelan literature originated soon after the Spanish conquest of the mostly pre-literate indigenous societies. It was originally dominated by Spanish influences. Following the rise of political literature during the Venezuelan War of Independence, Venezuelan Romanticism, notably expounded by Juan Vicente González, emerged as the first important genre in the region. Although mainly focused on narrative writing, Venezuelan literature was advanced by poets such as Andrés Eloy Blanco and Fermín Toro.
Major writers and novelists include Rómulo Gallegos, Teresa de la Parra, Arturo Uslar Pietri, Adriano González León, Miguel Otero Silva, and Mariano Picón Salas. The great poet and humanist Andrés Bello was also an educator and intellectual (He was also a childhood tutor and mentor of Simón Bolívar). Others, such as Laureano Vallenilla Lanz and José Gil Fortoul, contributed to Venezuelan Positivism.
=== Music ===
The indigenous musical styles of Venezuela are exemplified by groups like Un Sólo Pueblo and Serenata Guayanesa. The national musical instrument is the cuatro. Traditional musical styles and songs mainly emerged in and around the llanos region, including, "Alma llanera" (by Pedro Elías Gutiérrez and Rafael Bolívar Coronado), "Florentino y el diablo" (by Alberto Arvelo Torrealba), "Concierto en la llanura" by Juan Vicente Torrealba, and "Caballo viejo" (by Simón Díaz).
The Zulian gaita is also a very popular genre, generally performed during Christmas. The national dance is the joropo. Venezuela has always been a melting pot of cultures and this can be seen in the richness and variety of its musical styles and dances: calipso, bambuco, fulía, cantos de pilado de maíz, cantos de lavanderas, sebucán, and maremare. Teresa Carreño was a world-famous 19th century piano virtuoso. Recently, great classical music performances have come out of Venezuela. The Simón Bolívar Youth Orchestra has hosted a number of excellent concerts in many European concert halls, most notably at the 2007 London Proms, and has received several honors. The orchestra is the pinnacle of El Sistema, a publicly financed, voluntary music education program now being emulated in other countries.
In the early 21st century, a movement known as "Movida Acústica Urbana" featured musicians trying to save some national traditions, creating their own original songs but using traditional instruments. Some groups following this movement are Tambor Urbano, Los Sinverguenzas, C4Trío, and Orozco Jam.Afro-Venezuelan musical traditions are most intimately related to the festivals of the "black folk saints" San Juan and St. Benedict the Moor. Specific songs are related to the different stages of their festivals and processions, when the saints start their yearly "paseo" – stroll – through the community.
=== Sport ===
The origins of baseball in Venezuela are unclear, although it is known that the sport was being played in the country by the late 19th century. In the early 20th century, North American immigrants who came to Venezuela to work in the nation's oil industry helped to popularize the sport in Venezuela. During the 1930s, baseball's popularity continued to rise in the country, leading to the foundation of the Venezuelan Professional Baseball League (LVBP) in 1945, and the sport would soon become the nation's most popular.The popularity of baseball in the country makes Venezuela a rarity among its South American neighbors—association football is the dominant sport in the continent. However, football, as well as basketball, are among the more popular sports played in Venezuela. Venezuela hosted the 2012 Basketball World Olympic Qualifying Tournament and the 2013 FIBA Basketball Americas Championship, which took place in the Poliedro de Caracas.
Although not as popular in Venezuela as the rest of South America, football, spearheaded by the Venezuela national football team is gaining popularity as well. The sport is also noted for having an increased focus during the World Cup. Venezuela is scheduled to host the Copa América every 40 years.Venezuela is also home to former Formula 1 driver, Pastor Maldonado. Maldonado has increased the reception of Formula 1 in Venezuela, helping to popularize the sport in the country.In the 2012 Summer Olympics, Rubén Limardo won a gold medal in fencing.In the Winter Sports, Cesar Baena had represented the country since 2008 in Nordic Skiing, the first South American skier to compete in a FIS Cross Country Ski World Cup on Düsseldorf 2009.
=== Cuisine ===
== See also ==
Index of Venezuela-related articles
Outline of Venezuela
Crime in Venezuela
Operation Gideon (2020)
== References ==
== Bibliography ==
Articles
Books
Talks and interviews
== External links ==
Official Government Website (in Spanish)
Chief of State and Cabinet Members
Venezuela. The World Factbook. Central Intelligence Agency.
Venezuela at UCB Libraries GovPubs
Venezuela at Curlie
Venezuela from the Library of Congress Country Studies (1990)
Venezuela profile from the BBC News
Geographic data related to Venezuela at OpenStreetMap (in Swedish)
Maps on Venezuela – Cartographic features
Key Development Forecasts for Venezuela from International Futures
Venezuela and Tourism from immigrationtovenezuela.com.ve (in Arabic)
Wikimedia Atlas of Venezuela
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President of the United States
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The president of the United States (POTUS) is the head of state and head of government of the United States. The president directs the executive branch of the federal government and is the commander-in-chief of the United States Armed Forces.
The power of the presidency has grown substantially since the first president, George Washington, took office in 1789. While presidential power has ebbed and flowed over time, the presidency has played an increasingly significant role in American political life since the beginning of the 20th century, with notable expansion during the presidency of Franklin D. Roosevelt. In modern times, the president is one of the world's most powerful political figures – the leader of the only remaining global superpower. As the leader of the nation with the largest economy by nominal GDP, the president possesses significant domestic and international hard and soft power.
Article II of the Constitution establishes the executive branch of the federal government and vests executive power in the president. The power includes the execution and enforcement of federal law and the responsibility to appoint federal executive, diplomatic, regulatory, and judicial officers. Based on constitutional provisions empowering the president to appoint and receive ambassadors and conclude treaties with foreign powers, and on subsequent laws enacted by Congress, the modern presidency has primary responsibility for conducting U.S. foreign policy. The role includes responsibility for directing the world's most expensive military, which has the second largest nuclear arsenal.
The president also plays a leading role in federal legislation and domestic policymaking. As part of the system of separation of powers, Article I, Section 7 of the Constitution gives the president the power to sign or veto federal legislation. Since modern presidents are typically viewed as leaders of their political parties, major policymaking is significantly shaped by the outcome of presidential elections, with presidents taking an active role in promoting their policy priorities to members of Congress who are often electorally dependent on the president. In recent decades, presidents have also made increasing use of executive orders, agency regulations, and judicial appointments to shape domestic policy.
The president is elected indirectly through the Electoral College to a four-year term, along with the vice president. Under the Twenty-second Amendment, ratified in 1951, no person who has been elected to two presidential terms may be elected to a third. In addition, nine vice presidents have become president by virtue of a president's intra-term death or resignation. In all, 45 individuals have served 46 presidencies spanning 58 four-year terms. Joe Biden is the 46th and current president of the United States, having assumed office on January 20, 2021.
== History and development ==
=== Origins ===
In July 1776, during the American Revolutionary War, the Thirteen Colonies, acting jointly through the Second Continental Congress, declared themselves to be 13 independent sovereign states, no longer under British rule. Recognizing the necessity of closely coordinating their efforts against the British, the Continental Congress simultaneously began the process of drafting a constitution that would bind the states together. There were long debates on a number of issues, including representation and voting, and the exact powers to be given the central government. Congress finished work on the Articles of Confederation to establish a perpetual union between the states in November 1777 and sent it to the states for ratification.Under the Articles, which took effect on March 1, 1781, the Congress of the Confederation was a central political authority without any legislative power. It could make its own resolutions, determinations, and regulations, but not any laws, and could not impose any taxes or enforce local commercial regulations upon its citizens. This institutional design reflected how Americans believed the deposed British system of Crown and Parliament ought to have functioned with respect to the royal dominion: a superintending body for matters that concerned the entire empire. The states were out from under any monarchy and assigned some formerly royal prerogatives (e.g., making war, receiving ambassadors, etc.) to Congress; the remaining prerogatives were lodged within their own respective state governments. The members of Congress elected a president of the United States in Congress Assembled to preside over its deliberation as a neutral discussion moderator. Unrelated to and quite dissimilar from the later office of president of the United States, it was a largely ceremonial position without much influence.In 1783, the Treaty of Paris secured independence for each of the former colonies. With peace at hand, the states each turned toward their own internal affairs. By 1786, Americans found their continental borders besieged and weak and their respective economies in crises as neighboring states agitated trade rivalries with one another. They witnessed their hard currency pouring into foreign markets to pay for imports, their Mediterranean commerce preyed upon by North African pirates, and their foreign-financed Revolutionary War debts unpaid and accruing interest. Civil and political unrest loomed. Events such as the Newburgh Conspiracy and Shays' Rebellion demonstrated that the Articles of Confederation were not working.
Following the successful resolution of commercial and fishing disputes between Virginia and Maryland at the Mount Vernon Conference in 1785, Virginia called for a trade conference between all the states, set for September 1786 in Annapolis, Maryland, with an aim toward resolving further-reaching interstate commercial antagonisms. When the convention failed for lack of attendance due to suspicions among most of the other states, Alexander Hamilton led the Annapolis delegates in a call for a convention to offer revisions to the Articles, to be held the next spring in Philadelphia. Prospects for the next convention appeared bleak until James Madison and Edmund Randolph succeeded in securing George Washington's attendance to Philadelphia as a delegate for Virginia.When the Constitutional Convention convened in May 1787, the 12 state delegations in attendance (Rhode Island did not send delegates) brought with them an accumulated experience over a diverse set of institutional arrangements between legislative and executive branches from within their respective state governments. Most states maintained a weak executive without veto or appointment powers, elected annually by the legislature to a single term only, sharing power with an executive council, and countered by a strong legislature. New York offered the greatest exception, having a strong, unitary governor with veto and appointment power elected to a three-year term, and eligible for reelection to an indefinite number of terms thereafter. It was through the closed-door negotiations at Philadelphia that the presidency framed in the U.S. Constitution emerged.
=== 1789–1933 ===
As the nation's first president, George Washington established many norms that would come to define the office. His decision to retire after two terms helped address fears that the nation would devolve into monarchy, and established a precedent that would not be broken until 1940 and would eventually be made permanent by the Twenty-Second Amendment. By the end of his presidency, political parties had developed, with John Adams defeating Thomas Jefferson in 1796, the first truly contested presidential election. After Jefferson defeated Adams in 1800, he and his fellow Virginians James Madison and James Monroe would each serve two terms, eventually dominating the nation's politics during the Era of Good Feelings until Adams' son John Quincy Adams won election in 1824 after the Democratic-Republican Party split.
The election of Andrew Jackson in 1828 was a significant milestone, as Jackson was not part of the Virginia and Massachusetts elite that had held the presidency for its first 40 years. Jacksonian democracy sought to strengthen the presidency at the expense of Congress, while broadening public participation as the nation rapidly expanded westward. However, his successor, Martin Van Buren, became unpopular after the Panic of 1837, and the death of William Henry Harrison and subsequent poor relations between John Tyler and Congress led to further weakening of the office. Including Van Buren, in the 24 years between 1837 and 1861, six presidential terms would be filled by eight different men, with none serving two terms. The Senate played an important role during this period, with the Great Triumvirate of Henry Clay, Daniel Webster, and John C. Calhoun playing key roles in shaping national policy in the 1830s and 1840s until debates over slavery began pulling the nation apart in the 1850s.Abraham Lincoln's leadership during the Civil War has led historians to regard him as one of the nation's greatest presidents. The circumstances of the war and Republican domination of Congress made the office very powerful, and Lincoln's re-election in 1864 was the first time a president had been re-elected since Jackson in 1832. After Lincoln's assassination, his successor Andrew Johnson lost all political support and was nearly removed from office, with Congress remaining powerful during the two-term presidency of Civil War general Ulysses S. Grant. After the end of Reconstruction, Grover Cleveland would eventually become the first Democratic president elected since before the war, running in three consecutive elections (1884, 1888, 1892) and winning twice. In 1900, William McKinley became the first incumbent to win re-election since Grant in 1872.
After McKinley's assassination, Theodore Roosevelt became a dominant figure in American politics. Historians believe Roosevelt permanently changed the political system by strengthening the presidency, with some key accomplishments including breaking up trusts, conservationism, labor reforms, making personal character as important as the issues, and hand-picking his successor, William Howard Taft. The following decade, Woodrow Wilson led the nation to victory during World War I, although Wilson's proposal for the League of Nations was rejected by the Senate. Warren Harding, while popular in office, would see his legacy tarnished by scandals, especially Teapot Dome, and Herbert Hoover quickly became very unpopular after failing to alleviate the Great Depression.
=== Imperial presidency ===
The ascendancy of Franklin D. Roosevelt in 1933 led further toward what historians now describe as the Imperial presidency. Backed by enormous Democratic majorities in Congress and public support for major change, Roosevelt's New Deal dramatically increased the size and scope of the federal government, including more executive agencies.: 211–12 The traditionally small presidential staff was greatly expanded, with the Executive Office of the President being created in 1939, none of whom require Senate confirmation.: 229–231 Roosevelt's unprecedented re-election to a third and fourth term, the victory of the United States in World War II, and the nation's growing economy all helped established the office as a position of global leadership.: 269 His successors, Harry Truman and Dwight D. Eisenhower, each served two terms as the Cold War led the presidency to be viewed as the "leader of the free world", while John F. Kennedy was a youthful and popular leader who benefitted from the rise of television in the 1960s.After Lyndon B. Johnson lost popular support due to the Vietnam War and Richard Nixon's presidency collapsed in the Watergate scandal, Congress enacted a series of reforms intended to reassert itself. These included the War Powers Resolution, enacted over Nixon's veto in 1973, and the Congressional Budget and Impoundment Control Act of 1974 that sought to strengthen congressional fiscal powers. By 1976, Gerald Ford conceded that "the historic pendulum" had swung toward Congress, raising the possibility of a "disruptive" erosion of his ability to govern. Ford failed to win election to a full term and his successor, Jimmy Carter, failed to win re-election. Ronald Reagan, who had been an actor before beginning his political career, used his talent as a communicator to help re-shape the American agenda away from New Deal policies toward more conservative ideology.With the Cold War ending and the United States becoming the world's undisputed leading power, Bill Clinton, George W. Bush, and Barack Obama each served two terms as president. Meanwhile, Congress and the nation gradually became more politically polarized, especially following the 1994 mid-term elections that saw Republicans control the House for the first time in 40 years, and the rise of routine filibusters in the Senate in recent decades. Recent presidents have thus increasingly focused on executive orders, agency regulations, and judicial appointments to implement major policies, at the expense of legislation and congressional power. Presidential elections in the 21st century have reflected this continuing polarization, with no candidate except Obama in 2008 winning by more than five percent of the popular vote and two — George W. Bush and Donald Trump — winning in the Electoral College while losing the popular vote. Both Clinton and Trump were impeached by a House controlled by the opposition party, but the impeachments did not appear to have long-term effects on their political standing.
=== Critics of presidency's evolution ===
The nation's Founding Fathers expected the Congress—which was the first branch of government described in the Constitution—to be the dominant branch of government; they did not expect a strong executive department. However, presidential power has shifted over time, which has resulted in claims that the modern presidency has become too powerful, unchecked, unbalanced, and "monarchist" in nature. In 2008 professor Dana D. Nelson expressed belief that presidents over the previous thirty years worked towards "undivided presidential control of the executive branch and its agencies". She criticized proponents of the Unitary executive theory for expanding "the many existing uncheckable executive powers—such as executive orders, decrees, memorandums, proclamations, national security directives and legislative signing statements—that already allow presidents to enact a good deal of foreign and domestic policy without aid, interference or consent from Congress". Bill Wilson, board member of Americans for Limited Government, opined that the expanded presidency was "the greatest threat ever to individual freedom and democratic rule".
== Legislative powers ==
Article I, Section 1 of the Constitution vests all lawmaking power in Congress's hands, and Article 1, Section 6, Clause 2 prevents the president (and all other executive branch officers) from simultaneously being a member of Congress. Nevertheless, the modern presidency exerts significant power over legislation, both due to constitutional provisions and historical developments over time.
=== Signing and vetoing bills ===
The president's most significant legislative power derives from the Presentment Clause, which gives the president the power to veto any bill passed by Congress. While Congress can override a presidential veto, it requires a two-thirds vote of both houses, which is usually very difficult to achieve except for widely supported bipartisan legislation. The framers of the Constitution feared that Congress would seek to increase its power and enable a "tyranny of the majority," so giving the indirectly elected president a veto was viewed as an important check on the legislative power. While George Washington believed the veto should only be used in cases where a bill was unconstitutional, it is now routinely used in cases where presidents have policy disagreements with a bill. The veto – or threat of a veto – has thus evolved to make the modern presidency a central part of the American legislative process.
Specifically, under the Presentment Clause, once a bill has been presented by Congress, the president has three options:
Sign the legislation within ten days, excluding Sundays—the bill becomes law.
Veto the legislation within the above timeframe and return it to the house of Congress from which it originated, expressing any objections—the bill does not become law, unless both houses of Congress vote to override the veto by a two-thirds vote.
Take no action on the legislation within the above timeframe—the bill becomes law, as if the president had signed it, unless Congress is adjourned at the time, in which case it does not become law (a pocket veto).In 1996, Congress attempted to enhance the president's veto power with the Line Item Veto Act. The legislation empowered the president to sign any spending bill into law while simultaneously striking certain spending items within the bill, particularly any new spending, any amount of discretionary spending, or any new limited tax benefit. Congress could then repass that particular item. If the president then vetoed the new legislation, Congress could override the veto by its ordinary means, a two-thirds vote in both houses. In Clinton v. City of New York, 524 U.S. 417 (1998), the U.S. Supreme Court ruled such a legislative alteration of the veto power to be unconstitutional.
=== Setting the agenda ===
For most of American history, candidates for president have sought election on the basis of a promised legislative agenda. Formally, Article II, Section 3, Clause 2 requires the president to recommend such measures to Congress which the president deems "necessary and expedient". This is done through the constitutionally-based State of the Union address, which usually outlines the president's legislative proposals for the coming year, and through other formal and informal communications with Congress.
The president can be involved in crafting legislation by suggesting, requesting, or even insisting that Congress enact laws he believes are needed. Additionally, he can attempt to shape legislation during the legislative process by exerting influence on individual members of Congress. Presidents possess this power because the Constitution is silent about who can write legislation, but the power is limited because only members of Congress can introduce legislation.The president or other officials of the executive branch may draft legislation and then ask senators or representatives to introduce these drafts into Congress. Additionally, the president may attempt to have Congress alter proposed legislation by threatening to veto that legislation unless requested changes are made.
=== Promulgating regulations ===
Many laws enacted by Congress do not address every possible detail, and either explicitly or implicitly delegate powers of implementation to an appropriate federal agency. As the head of the executive branch, presidents control a vast array of agencies that can issue regulations with little oversight from Congress.
In the 20th century, critics charged that too many legislative and budgetary powers that should have belonged to Congress had slid into the hands of presidents. One critic charged that presidents could appoint a "virtual army of 'czars'—each wholly unaccountable to Congress yet tasked with spearheading major policy efforts for the White House". Presidents have been criticized for making signing statements when signing congressional legislation about how they understand a bill or plan to execute it. This practice has been criticized by the American Bar Association as unconstitutional. Conservative commentator George Will wrote of an "increasingly swollen executive branch" and "the eclipse of Congress".
=== Convening and adjourning Congress ===
To allow the government to act quickly in case of a major domestic or international crisis arising when Congress is not in session, the president is empowered by Article II, Section 3 of the Constitution to call a special session of one or both houses of Congress. Since John Adams first did so in 1797, the president has called the full Congress to convene for a special session on 27 occasions. Harry S. Truman was the most recent to do so in July 1948 (the so-called "Turnip Day Session"). In addition, prior to ratification of the Twentieth Amendment in 1933, which brought forward the date on which Congress convenes from December to January, newly inaugurated presidents would routinely call the Senate to meet to confirm nominations or ratify treaties. In practice, the power has fallen into disuse in the modern era as Congress now formally remains in session year-round, convening pro forma sessions every three days even when ostensibly in recess. Correspondingly, the president is authorized to adjourn Congress if the House and Senate cannot agree on the time of adjournment; no president has ever had to exercise this power.
== Executive powers ==
The president is head of the executive branch of the federal government and is constitutionally obligated to "take care that the laws be faithfully executed". The executive branch has over four million employees, including the military.
=== Administrative powers ===
Presidents make political appointments. An incoming president may make up to 4,000 upon taking office, 1200 of which must be confirmed by the U.S. Senate. Ambassadors, members of the Cabinet, and various officers, are among the positions filled by presidential appointment with Senate confirmation.The power of a president to fire executive officials has long been a contentious political issue. Generally, a president may remove executive officials at will. However, Congress can curtail and constrain a president's authority to fire commissioners of independent regulatory agencies and certain inferior executive officers by statute.To manage the growing federal bureaucracy, presidents have gradually surrounded themselves with many layers of staff, who were eventually organized into the Executive Office of the President of the United States. Within the Executive Office, the president's innermost layer of aides (and their assistants) are located in the White House Office.
The president also possesses the power to manage operations of the federal government by issuing various types of directives, such as presidential proclamation and executive orders. When the president is lawfully exercising one of the constitutionally conferred presidential responsibilities, the scope of this power is broad. Even so, these directives are subject to judicial review by U.S. federal courts, which can find them to be unconstitutional. Moreover, Congress can overturn an executive order via legislation (e.g., Congressional Review Act).
=== Foreign affairs ===
Article II, Section 3, Clause 4 requires the president to "receive Ambassadors." This clause, known as the Reception Clause, has been interpreted to imply that the president possesses broad power over matters of foreign policy, and to provide support for the president's exclusive authority to grant recognition to a foreign government. The Constitution also empowers the president to appoint United States ambassadors, and to propose and chiefly negotiate agreements between the United States and other countries. Such agreements, upon receiving the advice and consent of the U.S. Senate (by a two-thirds majority vote), become binding with the force of federal law.
While foreign affairs has always been a significant element of presidential responsibilities, advances in technology since the Constitution's adoption have increased presidential power. Where formerly ambassadors were vested with significant power to independently negotiate on behalf of the United States, presidents now routinely meet directly with leaders of foreign countries.
=== Commander-in-chief ===
One of the most important of executive powers is the president's role as commander-in-chief of the United States Armed Forces. The power to declare war is constitutionally vested in Congress, but the president has ultimate responsibility for the direction and disposition of the military. The exact degree of authority that the Constitution grants to the president as commander-in-chief has been the subject of much debate throughout history, with Congress at various times granting the president wide authority and at others attempting to restrict that authority. The framers of the Constitution took care to limit the president's powers regarding the military; Alexander Hamilton explained this in Federalist No. 69:The President is to be commander-in-chief of the army and navy of the United States. ... It would amount to nothing more than the supreme command and direction of the military and naval forces ... while that [the power] of the British king extends to the DECLARING of war and to the RAISING and REGULATING of fleets and armies, all [of] which ... would appertain to the legislature. [Emphasis in the original.]
In the modern era, pursuant to the War Powers Resolution, Congress must authorize any troop deployments longer than 60 days, although that process relies on triggering mechanisms that have never been employed, rendering it ineffectual. Additionally, Congress provides a check to presidential military power through its control over military spending and regulation. Presidents have historically initiated the process for going to war, but critics have charged that there have been several conflicts in which presidents did not get official declarations, including Theodore Roosevelt's military move into Panama in 1903, the Korean War, the Vietnam War, and the invasions of Grenada in 1983 and Panama in 1989.The amount of military detail handled personally by the president in wartime has varied greatly. George Washington, the first U.S. president, firmly established military subordination under civilian authority. In 1794, Washington used his constitutional powers to assemble 12,000 militia to quell the Whiskey Rebellion, a conflict in Western Pennsylvania involving armed farmers and distillers who refused to pay an excise tax on spirits. According to historian Joseph Ellis, this was the "first and only time a sitting American president led troops in the field", though James Madison briefly took control of artillery units in defense of Washington, D.C., during the War of 1812. Abraham Lincoln was deeply involved in overall strategy and in day-to-day operations during the American Civil War, 1861–1865; historians have given Lincoln high praise for his strategic sense and his ability to select and encourage commanders such as Ulysses S. Grant.The present-day operational command of the Armed Forces is delegated to the Department of Defense and is normally exercised through the secretary of defense. The chairman of the Joint Chiefs of Staff and the Combatant Commands assist with the operation as outlined in the presidentially approved Unified Command Plan (UCP).
=== Juridical powers and privileges ===
The president has the power to nominate federal judges, including members of the United States courts of appeals and the Supreme Court of the United States. However, these nominations require Senate confirmation before they may take office. Securing Senate approval can provide a major obstacle for presidents who wish to orient the federal judiciary toward a particular ideological stance. When nominating judges to U.S. district courts, presidents often respect the long-standing tradition of senatorial courtesy. Presidents may also grant pardons and reprieves. Gerald Ford pardoned Richard Nixon a month after taking office. Presidents often grant pardons shortly before leaving office, like when Bill Clinton pardoned Patty Hearst on his last day in office; this is often controversial.Two doctrines concerning executive power have developed that enable the president to exercise executive power with a degree of autonomy. The first is executive privilege, which allows the president to withhold from disclosure any communications made directly to the president in the performance of executive duties. George Washington first claimed the privilege when Congress requested to see Chief Justice John Jay's notes from an unpopular treaty negotiation with Great Britain. While not enshrined in the Constitution or any other law, Washington's action created the precedent for the privilege. When Nixon tried to use executive privilege as a reason for not turning over subpoenaed evidence to Congress during the Watergate scandal, the Supreme Court ruled in United States v. Nixon, 418 U.S. 683 (1974), that executive privilege did not apply in cases where a president was attempting to avoid criminal prosecution. When Bill Clinton attempted to use executive privilege regarding the Lewinsky scandal, the Supreme Court ruled in Clinton v. Jones, 520 U.S. 681 (1997), that the privilege also could not be used in civil suits. These cases established the legal precedent that executive privilege is valid, although the exact extent of the privilege has yet to be clearly defined. Additionally, federal courts have allowed this privilege to radiate outward and protect other executive branch employees, but have weakened that protection for those executive branch communications that do not involve the president.The state secrets privilege allows the president and the executive branch to withhold information or documents from discovery in legal proceedings if such release would harm national security. Precedent for the privilege arose early in the 19th century when Thomas Jefferson refused to release military documents in the treason trial of Aaron Burr and again in Totten v. United States 92 U.S. 105 (1876), when the Supreme Court dismissed a case brought by a former Union spy. However, the privilege was not formally recognized by the U.S. Supreme Court until United States v. Reynolds 345 U.S. 1 (1953), where it was held to be a common law evidentiary privilege. Before the September 11 attacks, use of the privilege had been rare, but increasing in frequency. Since 2001, the government has asserted the privilege in more cases and at earlier stages of the litigation, thus in some instances causing dismissal of the suits before reaching the merits of the claims, as in the Ninth Circuit's ruling in Mohamed v. Jeppesen Dataplan, Inc. Critics of the privilege claim its use has become a tool for the government to cover up illegal or embarrassing government actions.The degree to which the president personally has absolute immunity from court cases is contested and has been the subject of several Supreme Court decisions. Nixon v. Fitzgerald (1982) dismissed a civil lawsuit against by-then former president Richard Nixon based on his official actions. Clinton v. Jones (1997) decided that a president has no immunity against civil suits for actions taken before becoming president, and ruled that a sexual harassment suit could proceed without delay, even against a sitting president. The 2019 Mueller report on Russian interference in the 2016 presidential election detailed evidence of possible obstruction of justice, but investigators declined to refer Donald Trump for prosecution based on a United States Department of Justice policy against indicting an incumbent president. The report noted that impeachment by Congress was available as a remedy. As of October 2019, a case was pending in the federal courts regarding access to personal tax returns in a criminal case brought against Donald Trump by the New York County District Attorney alleging violations of New York state law.
== Leadership roles ==
=== Head of state ===
As head of state, the president represents the United States government to its own people, and represents the nation to the rest of the world. For example, during a state visit by a foreign head of state, the president typically hosts a State Arrival Ceremony held on the South Lawn, a custom was begun by John F. Kennedy in 1961. This is followed by a state dinner given by the president which is held in the State Dining Room later in the evening.
As a national leader, the president also fulfills many less formal ceremonial duties. For example, William Howard Taft started the tradition of throwing out the ceremonial first pitch in 1910 at Griffith Stadium, Washington, D.C., on the Washington Senators's Opening Day. Every president since Taft, except for Jimmy Carter, threw out at least one ceremonial first ball or pitch for Opening Day, the All-Star Game, or the World Series, usually with much fanfare. Every president since Theodore Roosevelt has served as honorary president of the Boy Scouts of America.Other presidential traditions are associated with American holidays. Rutherford B. Hayes began in 1878 the first White House egg rolling for local children. Beginning in 1947, during the Harry S. Truman administration, every Thanksgiving the president is presented with a live domestic turkey during the annual National Thanksgiving Turkey Presentation held at the White House. Since 1989, when the custom of "pardoning" the turkey was formalized by George H. W. Bush, the turkey has been taken to a farm where it will live out the rest of its natural life.Presidential traditions also involve the president's role as head of government. Many outgoing presidents since James Buchanan traditionally give advice to their successor during the presidential transition. Ronald Reagan and his successors have also left a private message on the desk of the Oval Office on Inauguration Day for the incoming president.The modern presidency holds the president as one of the nation's premier celebrities. Some argue that images of the presidency have a tendency to be manipulated by administration public relations officials as well as by presidents themselves. One critic described the presidency as "propagandized leadership" which has a "mesmerizing power surrounding the office". Administration public relations managers staged carefully crafted photo-ops of smiling presidents with smiling crowds for television cameras. One critic wrote the image of John F. Kennedy was described as carefully framed "in rich detail" which "drew on the power of myth" regarding the incident of PT 109 and wrote that Kennedy understood how to use images to further his presidential ambitions. As a result, some political commentators have opined that American voters have unrealistic expectations of presidents: voters expect a president to "drive the economy, vanquish enemies, lead the free world, comfort tornado victims, heal the national soul and protect borrowers from hidden credit-card fees".
=== Head of party ===
The president is typically considered to be the head of their political party. Since the entire House of Representatives and at least one-third of the Senate is elected simultaneously with the president, candidates from a political party inevitably have their electoral success intertwined with the performance of the party's presidential candidate. The coattail effect, or lack thereof, will also often impact a party's candidates at state and local levels of government as well. However, there are often tensions between a president and others in the party, with presidents who lose significant support from their party's caucus in Congress generally viewed to be weaker and less effective.
=== Global leader ===
With the rise of the United States as a superpower in the 20th century, and the United States having the world's largest economy into the 21st century, the president is typically viewed as a global leader, and at times the world's most powerful political figure. The position of the United States as the leading member of NATO, and the country's strong relationships with other wealthy or democratic nations like those comprising the European Union, have led to the moniker that the president is the "leader of the free world."
== Selection process ==
=== Eligibility ===
Article II, Section 1, Clause 5 of the Constitution sets three qualifications for holding the presidency. To serve as president, one must:
be a natural-born citizen of the United States;
be at least 35 years old;
be a resident in the United States for at least 14 years.A person who meets the above qualifications would, however, still be disqualified from holding the office of president under any of the following conditions:
Under Article I, Section 3, Clause 7, having been impeached, convicted and disqualified from holding further public office, although there is some legal debate as to whether the disqualification clause also includes the presidential office: the only previous persons disqualified under this clause were three federal judges.
Under Section 3 of the Fourteenth Amendment, no person who swore an oath to support the Constitution, and later rebelled against the United States, is eligible to hold any office. However, this disqualification can be lifted by a two-thirds vote of each house of Congress. There is, again, some debate as to whether the clause as written allows disqualification from the presidential position, or whether it would first require litigation outside of Congress, although there is precedent for use of this amendment outside of the original intended purpose of excluding Confederates from public office after the Civil War.
Under the Twenty-second Amendment, no person can be elected president more than twice. The amendment also specifies that if any eligible person serves as president or acting president for more than two years of a term for which some other eligible person was elected president, the former can only be elected president once.
=== Campaigns and nomination ===
The modern presidential campaign begins before the primary elections, which the two major political parties use to clear the field of candidates before their national nominating conventions, where the most successful candidate is made the party's presidential nominee. Typically, the party's presidential candidate chooses a vice presidential nominee, and this choice is rubber-stamped by the convention. The most common previous profession of presidents is lawyer.Nominees participate in nationally televised debates, and while the debates are usually restricted to the Democratic and Republican nominees, third party candidates may be invited, such as Ross Perot in the 1992 debates. Nominees campaign across the country to explain their views, convince voters and solicit contributions. Much of the modern electoral process is concerned with winning swing states through frequent visits and mass media advertising drives.
=== Election ===
The president is elected indirectly by the voters of each state and the District of Columbia through the Electoral College, a body of electors formed every four years for the sole purpose of electing the president and vice president to concurrent four-year terms. As prescribed by Article II, Section 1, Clause 2, each state is entitled to a number of electors equal to the size of its total delegation in both houses of Congress. Additionally, the Twenty-third Amendment provides that the District of Columbia is entitled to the number it would have if it were a state, but in no case more than that of the least populous state. Currently, all states and the District of Columbia select their electors based on a popular election. In all but two states, the party whose presidential–vice presidential ticket receives a plurality of popular votes in the state has its entire slate of elector nominees chosen as the state's electors. Maine and Nebraska deviate from this winner-take-all practice, awarding two electors to the statewide winner and one to the winner in each congressional district.On the first Monday after the second Wednesday in December, about six weeks after the election, the electors convene in their respective state capitals (and in Washington, D.C.) to vote for president and, on a separate ballot, for vice president. They typically vote for the candidates of the party that nominated them. While there is no constitutional mandate or federal law requiring them to do so, the District of Columbia and 32 states have laws requiring that their electors vote for the candidates to whom they are pledged. The constitutionality of these laws was upheld in Chiafalo v. Washington (2020). Following the vote, each state then sends a certified record of their electoral votes to Congress. The votes of the electors are opened and counted during a joint session of Congress, held in the first week of January. If a candidate has received an absolute majority of electoral votes for president (currently 270 of 538), that person is declared the winner. Otherwise, the House of Representatives must meet to elect a president using a contingent election procedure in which representatives, voting by state delegation, with each state casting a single vote, choose between the top three electoral vote-getters for president. To win the presidency, a Candidate must receive the votes of an absolute majority of states (currently 26 of 50).There have been two contingent presidential elections in the nation's history. A 73–73 electoral vote tie between Thomas Jefferson and fellow Democratic-Republican Aaron Burr in the election of 1800 necessitated the first. Conducted under the original procedure established by Article II, Section 1, Clause 3 of the Constitution, which stipulates that if two or three persons received a majority vote and an equal vote, the House of Representatives would choose one of them for president; the runner-up would become vice president. On February 17, 1801, Jefferson was elected president on the 36th ballot, and Burr elected vice president. Afterward, the system was overhauled through the Twelfth Amendment in time to be used in the 1804 election. A quarter-century later, the choice for president again devolved to the House when no candidate won an absolute majority of electoral votes (131 of 261) in the election of 1824. Under the Twelfth Amendment, the House was required to choose a president from among the top three electoral vote recipients: Andrew Jackson, John Quincy Adams, and William H. Crawford. Held February 9, 1825, this second and most recent contingent election resulted in John Quincy Adams being elected president on the first ballot.
=== Inauguration ===
Pursuant to the Twentieth Amendment, the four-year term of office for both the president and the vice president begins at noon on January 20. The first presidential and vice presidential terms to begin on this date, known as Inauguration Day, were the second terms of President Franklin D. Roosevelt and Vice President John Nance Garner in 1937. Previously, Inauguration Day was on March 4. As a result of the date change, the first term (1933–37) of both men had been shortened by 43 days.Before executing the powers of the office, a president is required to recite the presidential Oath of Office, found in Article II, Section 1, Clause 8 of the Constitution. This is the only component in the inauguration ceremony mandated by the Constitution:
I do solemnly swear (or affirm) that I will faithfully execute the Office of President of the United States, and will to the best of my ability, preserve, protect, and defend the Constitution of the United States.
Presidents have traditionally placed one hand upon a Bible while taking the oath, and have added "So help me God" to the end of the oath. Although the oath may be administered by any person authorized by law to administer oaths, presidents are traditionally sworn in by the chief justice of the United States.
== Incumbency ==
=== Term limit ===
When the first president, George Washington, announced in his Farewell Address that he was not running for a third term, he established a "two terms then out" precedent. Precedent became tradition after Thomas Jefferson publicly embraced the principle a decade later during his second term, as did his two immediate successors, James Madison and James Monroe. In spite of the strong two-term tradition, Ulysses S. Grant sought nomination at the 1880 Republican National Convention for a non-consecutive third term, but was unsuccessful.In 1940, after leading the nation through the Great Depression and focused on supporting U.S. allied nations at war with the Axis powers, Franklin Roosevelt was elected to a third term, breaking the long-standing precedent. Four years later, with the U.S. engaged in World War II, he was re-elected again despite his declining physical health; he died 82 days into his fourth term on April 12, 1945.In response to the unprecedented length of Roosevelt's presidency, the Twenty-second Amendment was adopted in 1951. The amendment bars anyone from being elected president more than twice, or once if that person served more than two years (24 months) of another president's four-year term. Harry S. Truman, the president at the time it was submitted to the states by the Congress, was exempted from its limitations, and briefly sought a second full term—to which he would have otherwise been ineligible for re-election, as he had been president for more than two years of Roosevelt's fourth term—before he withdrew from the 1952 election. Since becoming operative in 1951, the amendment has been applicable to six twice-elected presidents: Dwight D. Eisenhower, Richard Nixon, Ronald Reagan, Bill Clinton, George W. Bush, and Barack Obama.
=== Vacancies and succession ===
Under Section 1 of the Twenty-fifth Amendment, ratified in 1967, the vice president becomes president upon the removal from office, death, or resignation of the president. Deaths have occurred a number of times, resignation has occurred only once, and removal from office has never occurred.
The original Constitution, in Article II, Section 1, Clause 6, stated only that the vice president assumes the "powers and duties" of the presidency in the event of a president's removal, death, resignation, or inability. Under this clause, there was ambiguity about whether the vice president would actually become president in the event of a vacancy, or simply act as president, potentially resulting in a special election. Upon the death of William Henry Harrison in 1841, Vice President John Tyler declared that he had succeeded to the office itself, refusing to accept any papers addressed to the "Acting President", and Congress ultimately accepted it. This established a precedent for future successions, although it was not formally clarified until the Twenty-fifth Amendment was ratified.
In the event of a double vacancy, Article II, Section 1, Clause 6 also authorizes Congress to declare who shall become acting president in the "Case of Removal, Death, Resignation or Inability, both of the president and vice president". The Presidential Succession Act of 1947 (codified as 3 U.S.C. § 19) provides that if both the president and vice president have left office or are both otherwise unavailable to serve during their terms of office, the presidential line of succession follows the order of: speaker of the House, then, if necessary, the president pro tempore of the Senate, and then if necessary, the eligible heads of federal executive departments who form the president's cabinet. The cabinet currently has 15 members, of which the secretary of state is first in line; the other Cabinet secretaries follow in the order in which their department (or the department of which their department is the successor) was created. Those individuals who are constitutionally ineligible to be elected to the presidency are also disqualified from assuming the powers and duties of the presidency through succession. No statutory successor has yet been called upon to act as president.
=== Declarations of inability ===
Under the Twenty-fifth Amendment, the president may temporarily transfer the presidential powers and duties to the vice president, who then becomes acting president, by transmitting to the speaker of the House and the president pro tempore of the Senate a statement that he is unable to discharge his duties. The president resumes his or her powers upon transmitting a second declaration stating that he is again able. The mechanism has been used by Ronald Reagan (once), George W. Bush (twice), and Joe Biden (once), each in anticipation of surgery.The Twenty-fifth Amendment also provides that the vice president, together with a majority of certain members of the Cabinet, may transfer the presidential powers and duties to the vice president by transmitting a written declaration, to the speaker of the House and the president pro tempore of the Senate, to the effect that the president is unable to discharge his or her powers and duties. If the president then declares that no such inability exist, he or she resumes the presidential powers unless the vice president and Cabinet make a second declaration of presidential inability, in which case Congress decides the question.
=== Removal ===
Article II, Section 4 of the Constitution allows for the removal of high federal officials, including the president, from office for "treason, bribery, or other high crimes and misdemeanors". Article I, Section 2, Clause 5 authorizes the House of Representatives to serve as a "grand jury" with the power to impeach said officials by a majority vote. Article I, Section 3, Clause 6 authorizes the Senate to serve as a court with the power to remove impeached officials from office, by a two-thirds vote to convict.Three presidents have been impeached by the House of Representatives: Andrew Johnson in 1868, Bill Clinton in 1998, and Donald Trump in 2019 and 2021; none have been convicted by the Senate. Additionally, the House Judiciary Committee conducted an impeachment inquiry against Richard Nixon in 1973–74 and reported three articles of impeachment to the House of Representatives for final action; however, he resigned from office before the House voted on them.
=== Circumvention of authority ===
Controversial measures have sometimes been taken short of removal to deal with perceived recklessness on the part of the President, or with a long-term disability. In some cases, staff have intentionally failed to deliver messages to or from the President, typically to avoid executing or promoting the President to write certain orders. This has ranged from Richard Nixon's Chief of Staff not transmitting orders to the Cabinet due to the President's heavy drinking, to staff removing memos from Donald Trump's desk. Decades before the Twenty-fifth Amendment, in 1919, President Woodrow Wilson had a stroke that left him partly incapacitated. First lady Edith Wilson kept this condition a secret from the public for a while, and controversially became the sole gatekeeper for access to the President (aside from his doctor), assisting him with paperwork and deciding which information was "important" enough to share with him.
=== Compensation ===
Since 2001, the president's annual salary has been $400,000, along with a: $50,000 expense allowance; $100,000 nontaxable travel account, and $19,000 entertainment account. The president's salary is set by Congress, and under Article II, Section 1, Clause 7 of the Constitution, any increase or reduction in presidential salary cannot take effect before the next presidential term of office.
=== Residence ===
The White House in Washington, D.C. is the official residence of the president. The site was selected by George Washington, and the cornerstone was laid in 1792. Every president since John Adams (in 1800) has lived there. At various times in U.S. history, it has been known as the "President's Palace", the "President's House", and the "Executive Mansion". Theodore Roosevelt officially gave the White House its current name in 1901. The federal government pays for state dinners and other official functions, but the president pays for personal, family, and guest dry cleaning and food.Camp David, officially titled Naval Support Facility Thurmont, a mountain-based military camp in Frederick County, Maryland, is the president's country residence. A place of solitude and tranquility, the site has been used extensively to host foreign dignitaries since the 1940s.President's Guest House, located next to the Eisenhower Executive Office Building at the White House Complex and Lafayette Park, serves as the president's official guest house and as a secondary residence for the president if needed. Four interconnected, 19th-century houses—Blair House, Lee House, and 700 and 704 Jackson Place—with a combined floor space exceeding 70,000 square feet (6,500 m2) comprise the property.
Presidential residences
=== Travel ===
The primary means of long-distance air travel for the president is one of two identical Boeing VC-25 aircraft, which are extensively modified Boeing 747 airliners and are referred to as Air Force One while the president is on board (although any U.S. Air Force aircraft the president is aboard is designated as "Air Force One" for the duration of the flight). In-country trips are typically handled with just one of the two planes, while overseas trips are handled with both, one primary and one backup. The president also has access to smaller Air Force aircraft, most notably the Boeing C-32, which are used when the president must travel to airports that cannot support a jumbo jet. Any civilian aircraft the president is aboard is designated Executive One for the flight.For short-distance air travel, the president has access to a fleet of U.S. Marine Corps helicopters of varying models, designated Marine One when the president is aboard any particular one in the fleet. Flights are typically handled with as many as five helicopters all flying together and frequently swapping positions as to disguise which helicopter the president is actually aboard to any would-be threats.
For ground travel, the president uses the presidential state car, which is an armored limousine designed to look like a Cadillac sedan, but built on a truck chassis. The U.S. Secret Service operates and maintains the fleet of several limousines. The president also has access to two armored motorcoaches, which are primarily used for touring trips.
Presidential transportation
=== Protection ===
The U.S. Secret Service is charged with protecting the president and the first family. As part of their protection, presidents, first ladies, their children and other immediate family members, and other prominent persons and locations are assigned Secret Service codenames. The use of such names was originally for security purposes and dates to a time when sensitive electronic communications were not routinely encrypted; today, the names simply serve for purposes of brevity, clarity, and tradition.
== Post-presidency ==
=== Activities ===
Some former presidents have had significant careers after leaving office. Prominent examples include William Howard Taft's tenure as chief justice of the United States and Herbert Hoover's work on government reorganization after World War II. Grover Cleveland, whose bid for reelection failed in 1888, was elected president again four years later in 1892. Two former presidents served in Congress after leaving the White House: John Quincy Adams was elected to the House of Representatives, serving there for 17 years, and Andrew Johnson returned to the Senate in 1875, though he died soon after. Some ex-presidents were very active, especially in international affairs, most notably Theodore Roosevelt; Herbert Hoover; Richard Nixon; and Jimmy Carter.Presidents may use their predecessors as emissaries to deliver private messages to other nations or as official representatives of the United States to state funerals and other important foreign events. Richard Nixon made multiple foreign trips to countries including China and Russia and was lauded as an elder statesman. Jimmy Carter has become a global human rights campaigner, international arbiter, and election monitor, as well as a recipient of the Nobel Peace Prize. Bill Clinton has also worked as an informal ambassador, most recently in the negotiations that led to the release of two American journalists, Laura Ling and Euna Lee, from North Korea. During his presidency, George W. Bush called on former Presidents Bush and Clinton to assist with humanitarian efforts after the 2004 Indian Ocean earthquake and tsunami. President Obama followed suit by asking Presidents Clinton and Bush to lead efforts to aid Haiti after an earthquake devastated that country in 2010.
Clinton was active politically since his presidential term ended, working with his wife Hillary on her 2008 and 2016 presidential bids and President Obama on his 2012 reelection campaign. Obama was also active politically since his presidential term ended, having worked with his former vice president Joe Biden on his 2020 election campaign. Trump has continued to make appearances in the media and at conventions and rallies since leaving office.
=== Pension and other benefits ===
The Former Presidents Act (FPA), enacted in 1958, grants lifetime benefits to former presidents and their widows, including a monthly pension, medical care in military facilities, health insurance, and Secret Service protection; also provided is funding for a certain number of staff and for office expenses. The act has been amended several times to provide increases in presidential pensions and in the allowances for office staff. The FPA excludes any president who was removed from office by impeachment.According to a 2008 report by the Congressional Research Service:
Chief executives leaving office prior to 1958 often entered retirement pursuing various occupations and received no federal assistance. When industrialist Andrew Carnegie announced a plan in 1912 to offer $25,000 annual pensions to former Presidents, many Members of Congress deemed it inappropriate that such a pension would be provided by a private corporation executive. That same year, legislation was first introduced to create presidential pensions, but it was not enacted. In 1955, such legislation was considered by Congress because of former President Harry S. Truman's financial limitations in hiring an office staff
The pension has increased numerous times with congressional approval. Retired presidents receive a pension based on the salary of the current administration's cabinet secretaries, which was $199,700 per year in 2012. Former presidents who served in Congress may also collect congressional pensions. The act also provides former presidents with travel funds and franking privileges.
Prior to 1997, all former presidents, their spouses, and their children until age 16 were protected by the Secret Service until the president's death. In 1997, Congress passed legislation limiting Secret Service protection to no more than 10 years from the date a president leaves office. On January 10, 2013, President Obama signed legislation reinstating lifetime Secret Service protection for him, George W. Bush, and all subsequent presidents. A first spouse who remarries is no longer eligible for Secret Service protection.
=== Presidential libraries ===
Every president since Herbert Hoover has created a repository known as a presidential library for preserving and making available his papers, records, and other documents and materials. Completed libraries are deeded to and maintained by the National Archives and Records Administration (NARA); the initial funding for building and equipping each library must come from private, non-federal sources. There are currently thirteen presidential libraries in the NARA system. There are also presidential libraries maintained by state governments and private foundations and Universities of Higher Education, including:
the Abraham Lincoln Presidential Library and Museum, which is run by the State of Illinois;
the George W. Bush Presidential Library and Museum, which is run by Southern Methodist University;
the George H. W. Bush Presidential Library and Museum, which is run by Texas A&M University; and
the Lyndon Baines Johnson Presidential Library and Museum, which is run by the University of Texas at Austin.Several former presidents have overseen the building and opening of their own presidential libraries. Some even made arrangements for their own burial at the site. Several presidential libraries contain the graves of the president they document:
the Harry S. Truman Presidential Library and Museum in Independence, Missouri;
the Dwight D. Eisenhower Presidential Library, Museum and Boyhood Home in Abilene, Kansas;
the Richard Nixon Presidential Library and Museum in Yorba Linda, California; and
the Ronald Reagan Presidential Library and Museum in Simi Valley, California.These gravesites are open to the general public.
== Political affiliation ==
Political parties have dominated American politics for most of the nation's history. Though the Founding Fathers generally spurned political parties as divisive and disruptive, and their rise had not been anticipated when the U.S. Constitution was drafted in 1787, organized political parties developed in the U.S. in the mid-1790s nonetheless. They evolved from political factions, which began to appear almost immediately after the Federal government came into existence. Those who supported the Washington administration were referred to as "pro-administration" and would eventually form the Federalist Party, while those in opposition joined the emerging Democratic-Republican Party.Greatly concerned about the very real capacity of political parties to destroy the fragile unity holding the nation together, Washington remained unaffiliated with any political faction or party throughout his eight-year presidency. He was, and remains, the only U.S. president never to be affiliated with a political party. Since Washington, every U.S. president has been affiliated with a political party at the time of assuming office.The number of presidents per political party by their affiliation at the time they were first sworn into office (alphabetical, by last name) are:
== Timeline of presidents ==
The following timeline depicts the progression of the presidents and their political affiliation at the time of assuming office.
== See also ==
Outline of American politics
== Notes ==
== References ==
== Further reading ==
== External links ==
White House homepage
United States Presidents Collection. General Collection, Beinecke Rare Book and Manuscript Library.
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2000 United States Census
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The 2000 United States census, conducted by the Census Bureau, determined the resident population of the United States on April 1, 2000, to be 281,421,906, an increase of 13.2 percent over the 248,709,873 people enumerated during the 1990 census. This was the twenty-second federal census and was at the time the largest civilly administered peacetime effort in the United States.Approximately 16 percent of households received a "long form" of the 2000 census, which contained over 100 questions. Full documentation on the 2000 census, including census forms and a procedural history, is available from the Integrated Public Use Microdata Series.
This was the first census in which a state—California—recorded a population of over 30 million, as well as the first in which two states—California and Texas—recorded populations of more than 20 million.
== Data availability ==
Microdata from the 2000 census is freely available through the Integrated Public Use Microdata Series. Aggregate data for small areas, together with electronic boundary files, can be downloaded from the National Historical Geographic Information System.
Personally identifiable information will be available in 2072.
== State rankings ==
== City rankings ==
=== Top 100 ===
== Population profile ==
The U.S. resident population includes the total number of people in the 50 states and the District of Columbia. The Bureau also enumerated the residents of the U.S. territory of Puerto Rico; its population was 3,808,610, an 8.1% increase over the number from a decade earlier.
In an introduction to a more detailed population profile (see references below), the Census Bureau highlighted the following facts about U.S. population dynamics:
75% of respondents said they were White or Caucasian and no other race;
Hispanics accounted for 12.5% of the U.S. population, up from 9% in 1990;
12.4% (34.5 million Americans) were of German descent;
12.3% were of Black or African American descent;
3.6% of respondents were Asian;
2.4% (6.8 million Americans) of respondents were multiracial (2 or more races). The 2000 census was the first time survey options for multiracial Americans were provided.
Between 1990 and 2000, the population aged 45 to 54 grew by 49% and those aged 85 and older grew 38%;
Women outnumbered men two to one among those aged 85 and older;
Almost one in five adults had some type of disability in 1997 and the likelihood of having a disability increased with age;
Families (as opposed to men or women living alone) still dominated American households, but less so than they did thirty years ago;
Since 1993, both families and non-families have seen median household incomes rise, with "households headed by a woman without a spouse present" growing the fastest;
People in married-couple families had the lowest poverty rates;
The poor of any age were more likely than others to lack health insurance coverage;
The number of elementary and high school students in 2000 fell just short of the all-time high of 49 million reached in 1970;
Improvements in educational attainment cross racial and ethnic lines; and
The majority (51%) of U.S. households had access to computers; 42% had Internet access.
== Changes in population ==
Regionally, the South and West experienced the bulk of the nation's population increase: 14,790,890 and 10,411,850, respectively. This meant that the mean center of U.S. population moved to Phelps County, Missouri. The Northeastern United States grew by 2,785,149; the Midwest by 4,724,144.
(maps not to scale)
== Reapportionment ==
The results of the census are used to determine how many congressional districts each state is apportioned. Congress defines the formula, in accordance with Title 2 of the U.S. Code, to reapportion among the states the 435 seats in the United States House of Representatives. The apportionment population consists of the resident population of the fifty states, plus the overseas military and federal civilian employees and their dependents living with them who could be allocated to a state. Each member of the House represents a population of about 647,000. The populations of the District of Columbia and Puerto Rico are excluded from the apportionment population because they do not have voting seats in the U. S. House of Representatives.
Since the first census in 1790, the decennial count has been the basis for the United States representative form of government. Article I, Section II specifies that "The Number of Representatives shall not exceed one for every thirty Thousand, but each State shall have at Least one Representative." In 1790, each member of the House represented about 34,000 residents. Since then, the House more than quadrupled in size, and in 1911 the number of representatives was fixed at 435. Today, each member represents about 20 times as many constituents.
== Adjustment controversy ==
In the years leading up to the 2000 census, there was substantial controversy over whether the Bureau should adjust census figures based on a follow-up survey, called the post-enumeration survey, of a sample of blocks. (In 1999, the Supreme Court ruled 5–4 that the Constitution prohibits the use of such figures for apportionment purposes, but it may be permissible for other purposes where feasible.) The controversy was partly technical, but also partly political, since based on data from the 1990 census both parties believed that adjustment would likely have the effect, after redistricting, of slightly increasing Democratic representation in legislative bodies, but would also give Utah an additional, probably Republican, representative to Congress.Following the census, discrepancies between the adjusted census figures and demographic estimates of population change could not be resolved in time to meet legal deadlines for the provision of redistricting data, and the Census Bureau therefore recommended that the unadjusted results be used for this purpose. This recommendation was followed by the Secretary of Commerce (the official in charge of making the determination).
== Utah controversy ==
After the census was tabulated, Utah challenged the results in two different ways. Utah was extremely close to gaining a fourth congressional seat, falling 857 people short, which in turn was allocated to North Carolina. The margin was later shortened to 80 people, after the federal government discovered that it overcounted the population of North Carolina by 2,673 residents. The Census Bureau counted members of the military and other federal civilian employees serving abroad as residents of their home state but did not count other people living outside the United States. Utah claimed that people traveling abroad as religious missionaries should be counted as residents and that the failure to do so imposed a burden on Mormon religious practice. Almost half of all Mormon missionaries, more than 11,000 people, were from Utah; only 102 came from North Carolina. If this policy were changed, then Utah would have received an additional seat instead of North Carolina. On November 26, 2002, the Supreme Court affirmed the lower court ruling that rejected Utah's efforts to have Mormon missionaries counted.The state of Utah then filed another lawsuit alleging that the statistical methods used in computing the state populations were improper and cost Utah the seat. The Bureau uses a method called imputation to assign a number of residents to addresses where residents cannot be reached after multiple efforts. While nationwide the imputation method added 0.4% to the population, the rate in Utah was 0.2%. The state challenged that the use of imputation violates the Census Act of 1957 and that it also fails the Constitution's requirement in Article I, Section 2 that an "actual enumeration" be used for apportionment. This case, Utah v. Evans, made it to the Supreme Court, but Utah was again defeated.
== Gay and lesbian controversy ==
The census forms did not include any questions regarding sexual orientation, making it impossible to compile data comparing heterosexual and homosexual populations. However, two questions were asked that allowed same-sex partnerships to be counted. The questionnaires asked the sex of each person in a household and they asked what the relationship was between each of the members of the household. Respondents could check "Husband/wife" or "unmarried partner" or a number of other relationships. Responses were tabulated and the Census Bureau reported that there were more than 658,000 same-sex couples heading households in the United States. However, only about 25% of gay men and 40% of lesbians are in shared-household partnerships at any one time, according to non-census surveys. For every same-sex couple tallied in the census, there could be three to six more homosexual un-partnered individuals who would not be counted as gay. The census reported that same-sex male couples numbered 336,001 and female same-sex couples numbered 329,522. Extrapolating from those figures and the surveyed partnering habits of homosexuals, as many as 4.3 million homosexual adults could have been living in the U.S. in 2000. The exact number cannot be known because the census did not count them specifically. Bisexual and transgender populations were not counted, either, because there were no questions regarding this information. Also unavailable is the number of additional same-sex couples living under the same roof as the first, though this applies to additional heterosexual couples as well. The lack of accurate numbers makes it difficult for lawmakers who are considering legislation on hate crimes or social services for gay families with children. It also makes for less accuracy when predicting the fertility of a population.Another issue that concerned gay rights advocates involved the automatic changing of data during the tabulation process. This automatic software data compiling method, called allocation, was designed to counteract mistakes and discrepancies in returned questionnaires. Forms that were filled out by two same-sex persons who checked the "Husband/wife" relationship box were treated as a discrepancy. The Census Bureau explained that same-sex "Husband/wife" data samples were changed to "unmarried partner" by computer processing methods in 99% of the cases. In the remaining 1%, computer systems used one of two possibilities: a) one of the two listed sexes was changed, making the partnership appear heterosexual, or b) if the two partners were more than 15 years apart in age, they might have been reassigned into a familial parent/child relationship. The process of automatic reassignment of same-sex marriage data was initiated so that the Census Bureau would not contravene the Defense of Marriage Act passed in 1996. The Act states:
In determining the meaning of any Act of Congress, or of any ruling, regulation or interpretation of the various administrative bureaus and agencies of the United States, the word 'marriage' means only a legal union between one man and one woman as husband and wife, and the word 'spouse' refers only to a person of the opposite sex who is a husband or wife.
With allocation moving married same-sex couples to the unmarried partner category, social scientists lost information that could have been extracted relating to the social stability of a same-gender couple who identify themselves as married.
== References ==
Sources
== Further reading ==
Anderson, Margo; Fienberg, Stephen E. (1999). "To Sample or Not to Sample? The 2000 Census Controversy". The Journal of Interdisciplinary History. 30 (1): 1–36. doi:10.1162/002219599551895. S2CID 145745786..
== External links ==
=== United States Census Bureau ===
Census 2000 gateway
Population Profile of the United States: 2000
Population Profile Introductory slide show, in MS Powerpoint format
State and County QuickFacts, the most requested information
American FactFinder, for population, housing, economic, and geographic data
2000 United States Census Form
2001 U.S Census Report Contains 2000 census results
=== Other 2000 census websites ===
MLA Language Map from the Modern Language Association
How the Census Works via Howstuffworks.com
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Bird
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Birds are a group of warm-blooded vertebrates constituting the class Aves (), characterised by feathers, toothless beaked jaws, the laying of hard-shelled eggs, a high metabolic rate, a four-chambered heart, and a strong yet lightweight skeleton. Birds live worldwide and range in size from the 5.5 cm (2.2 in) bee hummingbird to the 2.8 m (9 ft 2 in) common ostrich. There are about ten thousand living species, more than half of which are passerine, or "perching" birds. Birds have wings whose development varies according to species; the only known groups without wings are the extinct moa and elephant birds. Wings, which are modified forelimbs, gave birds the ability to fly, although further evolution has led to the loss of flight in some birds, including ratites, penguins, and diverse endemic island species. The digestive and respiratory systems of birds are also uniquely adapted for flight. Some bird species of aquatic environments, particularly seabirds and some waterbirds, have further evolved for swimming. The study of birds is called ornithology.
Birds are feathered theropod dinosaurs and constitute the only known living dinosaurs. Likewise, birds are considered reptiles in the modern cladistic sense of the term, and their closest living relatives are the crocodilians. Birds are descendants of the primitive avialans (whose members include Archaeopteryx) which first appeared during the Late Jurassic. According to DNA evidence, modern birds (Neornithes) evolved in the Early to Late Cretaceous, and diversified dramatically around the time of the Cretaceous–Paleogene extinction event 66 mya, which killed off the pterosaurs and all non-avian dinosaurs.Many social species pass on knowledge across generations, which is considered a form of culture. Birds are social, communicating with visual signals, calls, and songs, and participating in such behaviours as cooperative breeding and hunting, flocking, and mobbing of predators. The vast majority of bird species are socially (but not necessarily sexually) monogamous, usually for one breeding season at a time, sometimes for years, and rarely for life. Other species have breeding systems that are polygynous (one male with many females) or, rarely, polyandrous (one female with many males). Birds produce offspring by laying eggs which are fertilised through sexual reproduction. They are usually laid in a nest and incubated by the parents. Most birds have an extended period of parental care after hatching.
Many species of birds are economically important as food for human consumption and raw material in manufacturing, with domesticated and undomesticated birds being important sources of eggs, meat, and feathers. Songbirds, parrots, and other species are popular as pets. Guano (bird excrement) is harvested for use as a fertiliser. Birds figure throughout human culture. About 120 to 130 species have become extinct due to human activity since the 17th century, and hundreds more before then. Human activity threatens about 1,200 bird species with extinction, though efforts are underway to protect them. Recreational birdwatching is an important part of the ecotourism industry.
== Evolution and classification ==
The first classification of birds was developed by Francis Willughby and John Ray in their 1676 volume Ornithologiae.Carl Linnaeus modified that work in 1758 to devise the taxonomic classification system currently in use. Birds are categorised as the biological class Aves in Linnaean taxonomy. Phylogenetic taxonomy places Aves in the clade Theropoda.
=== Definition ===
Aves and a sister group, the order Crocodilia, contain the only living representatives of the reptile clade Archosauria. During the late 1990s, Aves was most commonly defined phylogenetically as all descendants of the most recent common ancestor of modern birds and Archaeopteryx lithographica. However, an earlier definition proposed by Jacques Gauthier gained wide currency in the 21st century, and is used by many scientists including adherents to the PhyloCode. Gauthier defined Aves to include only the crown group of the set of modern birds. This was done by excluding most groups known only from fossils, and assigning them, instead, to the broader group Avialae, in part to avoid the uncertainties about the placement of Archaeopteryx in relation to animals traditionally thought of as theropod dinosaurs.Gauthier and de Queiroz identified four different definitions for the same biological name "Aves", which is a problem. The authors proposed to reserve the term Aves only for the crown group consisting of the last common ancestor of all living birds and all of its descendants, which corresponds to meaning number 4 below. He assigned other names to the other groups.
Aves can mean all archosaurs closer to birds than to crocodiles (alternately Avemetatarsalia)
Aves can mean those advanced archosaurs with feathers (alternately Avifilopluma)
Aves can mean those feathered dinosaurs that fly (alternately Avialae)
Aves can mean the last common ancestor of all the currently living birds and all of its descendants (a "crown group", in this sense synonymous with Neornithes)Under the fourth definition Archaeopteryx, traditionally considered one of the earliest members of Aves, is removed from this group, becoming a non-avian dinosaur instead. These proposals have been adopted by many researchers in the field of palaeontology and bird evolution, though the exact definitions applied have been inconsistent. Avialae, initially proposed to replace the traditional fossil content of Aves, is often used synonymously with the vernacular term "bird" by these researchers.
Most researchers define Avialae as branch-based clade, though definitions vary. Many authors have used a definition similar to "all theropods closer to birds than to Deinonychus", with Troodon being sometimes added as a second external specifier in case it is closer to birds than to Deinonychus. Avialae is also occasionally defined as an apomorphy-based clade (that is, one based on physical characteristics). Jacques Gauthier, who named Avialae in 1986, re-defined it in 2001 as all dinosaurs that possessed feathered wings used in flapping flight, and the birds that descended from them.Despite being currently one of the most widely used, the crown-group definition of Aves has been criticised by some researchers. Lee and Spencer (1997) argued that, contrary to what Gauthier defended, this definition would not increase the stability of the clade and the exact content of Aves will always be uncertain because any defined clade (either crown or not) will have few synapomorphies distinguishing it from its closest relatives. Their alternative definition is synonymous to Avifilopluma.
=== Dinosaurs and the origin of birds ===
Based on fossil and biological evidence, most scientists accept that birds are a specialised subgroup of theropod dinosaurs and, more specifically, members of Maniraptora, a group of theropods which includes dromaeosaurids and oviraptorosaurs, among others. As scientists have discovered more theropods closely related to birds, the previously clear distinction between non-birds and birds has become blurred. By the 2000s, discoveries in the Liaoning Province of northeast China, which demonstrated many small theropod feathered dinosaurs, contributed to this ambiguity.
The consensus view in contemporary palaeontology is that the flying theropods, or avialans, are the closest relatives of the deinonychosaurs, which include dromaeosaurids and troodontids. Together, these form a group called Paraves. Some basal members of Deinonychosauria, such as Microraptor, have features which may have enabled them to glide or fly. The most basal deinonychosaurs were very small. This evidence raises the possibility that the ancestor of all paravians may have been arboreal, have been able to glide, or both. Unlike Archaeopteryx and the non-avialan feathered dinosaurs, who primarily ate meat, studies suggest that the first avialans were omnivores.The Late Jurassic Archaeopteryx is well known as one of the first transitional fossils to be found, and it provided support for the theory of evolution in the late 19th century. Archaeopteryx was the first fossil to display both clearly traditional reptilian characteristics—teeth, clawed fingers, and a long, lizard-like tail—as well as wings with flight feathers similar to those of modern birds. It is not considered a direct ancestor of birds, though it is possibly closely related to the true ancestor.
=== Early evolution ===
Over 40% of key traits found in modern birds evolved during the 60 million year transition from the earliest bird-line archosaurs to the first maniraptoromorphs, i.e. the first dinosaurs closer to living birds than to Tyrannosaurus rex. The loss of osteoderms otherwise common in archosaurs and acquisition of primitive feathers might have occurred early during this phase. After the appearance of Maniraptoromorpha, the next 40 million years marked a continuous reduction of body size and the accumulation of neotenic (juvenile-like) characteristics. Hypercarnivory became increasingly less common while braincases enlarged and forelimbs became longer. The integument evolved into complex, pennaceous feathers.The oldest known paravian (and probably the earliest avialan) fossils come from the Tiaojishan Formation of China, which has been dated to the late Jurassic period (Oxfordian stage), about 160 million years ago. The avialan species from this time period include Anchiornis huxleyi, Xiaotingia zhengi, and Aurornis xui.The well-known probable early avialan, Archaeopteryx, dates from slightly later Jurassic rocks (about 155 million years old) from Germany. Many of these early avialans shared unusual anatomical features that may be ancestral to modern birds but were later lost during bird evolution. These features include enlarged claws on the second toe which may have been held clear of the ground in life, and long feathers or "hind wings" covering the hind limbs and feet, which may have been used in aerial maneuvering.Avialans diversified into a wide variety of forms during the Cretaceous period. Many groups retained primitive characteristics, such as clawed wings and teeth, though the latter were lost independently in a number of avialan groups, including modern birds (Aves). Increasingly stiff tails (especially the outermost half) can be seen in the evolution of maniraptoromorphs, and this process culminated in the appearance of the pygostyle, an ossification of fused tail vertebrae. In the late Cretaceous, about 100 million years ago, the ancestors of all modern birds evolved a more open pelvis, allowing them to lay larger eggs compared to body size. Around 95 million years ago, they evolved a better sense of smell.A third stage of bird evolution starting with Ornithothoraces (the "bird-chested" avialans) can be associated with the refining of aerodynamics and flight capabilities, and the loss or co-ossification of several skeletal features. Particularly significant are the development of an enlarged, keeled sternum and the alula, and the loss of grasping hands.
=== Early diversity of bird ancestors ===
The first large, diverse lineage of short-tailed avialans to evolve were the Enantiornithes, or "opposite birds", so named because the construction of their shoulder bones was in reverse to that of modern birds. Enantiornithes occupied a wide array of ecological niches, from sand-probing shorebirds and fish-eaters to tree-dwelling forms and seed-eaters. While they were the dominant group of avialans during the Cretaceous period, enantiornithes became extinct along with many other dinosaur groups at the end of the Mesozoic era.Many species of the second major avialan lineage to diversify, the Euornithes (meaning "true birds", because they include the ancestors of modern birds), were semi-aquatic and specialised in eating fish and other small aquatic organisms. Unlike the Enantiornithes, which dominated land-based and arboreal habitats, most early euornithes lacked perching adaptations and likely included shorebird-like species, waders, and swimming and diving species.The latter included the superficially gull-like Ichthyornis and the Hesperornithiformes, which became so well adapted to hunting fish in marine environments that they lost the ability to fly and became primarily aquatic. The early euornithes also saw the development of many traits associated with modern birds, like strongly keeled breastbones, toothless, beaked portions of their jaws (though most non-avian euornithes retained teeth in other parts of the jaws). Euornithes also included the first avialans to develop true pygostyle and a fully mobile fan of tail feathers, which may have replaced the "hind wing" as the primary mode of aerial maneuverability and braking in flight.A study on mosaic evolution in the avian skull found that the last common ancestor of all Neornithes might have had a beak similar to that of the modern hook-billed vanga and a skull similar to that of the Eurasian golden oriole. As both species are small aerial and canopy foraging omnivores, a similar ecological niche was inferred for this hypothetical ancestor.
=== Diversification of modern birds ===
Most studies agree on a Cretaceous age for the most recent common ancestor of modern birds but estimates range from the Early Cretaceous to the latest Cretaceous. Similarly, there is no agreement on whether most of the early diversification of modern birds occurred in the Cretaceous and associated withe breakup of the supercontinent Gondwana or occurred later and potentially as a consequence of the Cretaceous–Palaeogene extinction event. This disagreement is in part caused by a divergence in the evidence; most molecular dating studies suggests a Cretaceous evolutionary radiation, while fossil evidence points to a Cenozoic radiation (the so-called 'rocks' versus 'clocks' controversy).
The discovery of Vegavis from the Maastrichtian, the last stage of the Late Cretaceous proved that the diversification of modern birds started before the Cenozoic era. The affinities of an earlier fossil, the possible galliform Austinornis lentus, dated to about 85 million years ago, are still too controversial to provide a fossil evidence of modern bird diversification. In 2020, Asteriornis from the Maastrichtian was described, it appears to be a close relative of Galloanserae, the earliest diverging lineage within Neognathae.Attempts to reconcile molecular and fossil evidence using genomic-scale DNA data and comprehensive fossil information have not resolved the controversy. However, a 2015 estimate that used a new method for calibrating molecular clocks confirmed that while modern birds originated early in the Late Cretaceous, likely in Western Gondwana, a pulse of diversification in all major groups occurred around the Cretaceous–Palaeogene extinction event. Modern birds would have expanded from West Gondwana through two routes. One route was an Antarctic interchange in the Paleogene. The other route was probably via Paleocene land bridges between South American and North America, which allowed for the rapid expansion and diversification of Neornithes into the Holarctic and Paleotropics. On the other hand, the occurrence of Asteriornis in the Northern Hemisphere suggest that Neornithes dispersed out of East Gondwana before the Paleocene.
=== Classification of bird orders ===
All modern birds lie within the crown group Aves (alternately Neornithes), which has two subdivisions: the Palaeognathae, which includes the flightless ratites (such as the ostriches) and the weak-flying tinamous, and the extremely diverse Neognathae, containing all other birds. These two subdivisions have variously been given the rank of superorder, cohort, or infraclass. Depending on the taxonomic viewpoint, the number of known living bird species is around 10,906 although other sources may differ in their precise number.
Cladogram of modern bird relationships based on Braun & Kimball (2021)
The classification of birds is a contentious issue. Sibley and Ahlquist's Phylogeny and Classification of Birds (1990) is a landmark work on the subject. Most evidence seems to suggest the assignment of orders is accurate, but scientists disagree about the relationships among the orders themselves; evidence from modern bird anatomy, fossils and DNA have all been brought to bear on the problem, but no strong consensus has emerged. Fossil and molecular evidence from the 2010s is providing an increasingly clear picture of the evolution of modern bird orders.
=== Genomics ===
As of 2010, the genome had been sequenced for only two birds, the chicken and the zebra finch. As of 2022 the genomes of 542 species of birds had been completed. At least one genome has been sequenced from every order.
These include at least one species in about 90% of extant avian families (218 out of 236 families recognised by the Howard and Moore Checklist).Being able to sequence and compare whole genomes gives researchers many types of information, about genes, the DNA that regulates the genes, and their evolutionary history. This has led to reconsideration of some of the classifications that were based solely on the identification of protein-coding genes. Waterbirds such as pelicans and flamingos, for example, may have in common specific adaptations suited to their environment that were developed independently.
== Distribution ==
Birds live and breed in most terrestrial habitats and on all seven continents, reaching their southern extreme in the snow petrel's breeding colonies up to 440 kilometres (270 mi) inland in Antarctica. The highest bird diversity occurs in tropical regions. It was earlier thought that this high diversity was the result of higher speciation rates in the tropics; however studies from the 2000s found higher speciation rates in the high latitudes that were offset by greater extinction rates than in the tropics. Many species migrate annually over great distances and across oceans; several families of birds have adapted to life both on the world's oceans and in them, and some seabird species come ashore only to breed, while some penguins have been recorded diving up to 300 metres (980 ft) deep.Many bird species have established breeding populations in areas to which they have been introduced by humans. Some of these introductions have been deliberate; the ring-necked pheasant, for example, has been introduced around the world as a game bird. Others have been accidental, such as the establishment of wild monk parakeets in several North American cities after their escape from captivity. Some species, including cattle egret, yellow-headed caracara and galah, have spread naturally far beyond their original ranges as agricultural expansion created alternative habitats although modern practices of intensive agriculture have negatively impacted farmland bird populations.
== Anatomy and physiology ==
Compared with other vertebrates, birds have a body plan that shows many unusual adaptations, mostly to facilitate flight.
=== Skeletal system ===
The skeleton consists of very lightweight bones. They have large air-filled cavities (called pneumatic cavities) which connect with the respiratory system. The skull bones in adults are fused and do not show cranial sutures. The orbital cavities that house the eyeballs are large and separated from each other by a bony septum (partition). The spine has cervical, thoracic, lumbar and caudal regions with the number of cervical (neck) vertebrae highly variable and especially flexible, but movement is reduced in the anterior thoracic vertebrae and absent in the later vertebrae. The last few are fused with the pelvis to form the synsacrum. The ribs are flattened and the sternum is keeled for the attachment of flight muscles except in the flightless bird orders. The forelimbs are modified into wings. The wings are more or less developed depending on the species; the only known groups that lost their wings are the extinct moa and elephant birds.
=== Excretory system ===
Like the reptiles, birds are primarily uricotelic, that is, their kidneys extract nitrogenous waste from their bloodstream and excrete it as uric acid, instead of urea or ammonia, through the ureters into the intestine. Birds do not have a urinary bladder or external urethral opening and (with exception of the ostrich) uric acid is excreted along with faeces as a semisolid waste. However, birds such as hummingbirds can be facultatively ammonotelic, excreting most of the nitrogenous wastes as ammonia. They also excrete creatine, rather than creatinine like mammals. This material, as well as the output of the intestines, emerges from the bird's cloaca. The cloaca is a multi-purpose opening: waste is expelled through it, most birds mate by joining cloaca, and females lay eggs from it. In addition, many species of birds regurgitate pellets.It is a common but not universal feature of altricial passerine nestlings (born helpless, under constant parental care) that instead of excreting directly into the nest, they produce a fecal sac. This is a mucus-covered pouch that allows parents to either dispose of the waste outside the nest or to recycle the waste through their own digestive system.
=== Reproductive system ===
Males within Palaeognathae (with the exception of the kiwis), the Anseriformes (with the exception of screamers), and in rudimentary forms in Galliformes (but fully developed in Cracidae) possess a penis, which is never present in Neoaves. The length is thought to be related to sperm competition. For male birds to get an erection, they depend on lymphatic fluid instead of blood. When not copulating, it is hidden within the proctodeum compartment within the cloaca, just inside the vent. Female birds have sperm storage tubules that allow sperm to remain viable long after copulation, a hundred days in some species. Sperm from multiple males may compete through this mechanism. Most female birds have a single ovary and a single oviduct, both on the left side, but there are exceptions: species in at least 16 different orders of birds have two ovaries. Even these species, however, tend to have a single oviduct. It has been speculated that this might be an adaptation to flight, but males have two testes, and it is also observed that the gonads in both sexes decrease dramatically in size outside the breeding season. Also terrestrial birds generally have a single ovary, as does the platypus, an egg-laying mammal. A more likely explanation is that the egg develops a shell while passing through the oviduct over a period of about a day, so that if two eggs were to develop at the same time, there would be a risk to survival. While rare, mostly abortive, parthenogenesis is not unknown in birds and eggs can be diploid, automictic and results in male offspring.Birds are solely gonochoric. Meaning they have two sexes: either female or male. The sex of birds is determined by the Z and W sex chromosomes, rather than by the X and Y chromosomes present in mammals. Male birds have two Z chromosomes (ZZ), and female birds have a W chromosome and a Z chromosome (WZ). A complex system of disassortative mating with two morphs is involved in the white-throated sparrow Zonotrichia albicollis, where white- and tan-browed morphs of opposite sex pair, making it appear as if four sexes were involved since any individual is compatible with only a fourth of the population.In nearly all species of birds, an individual's sex is determined at fertilisation. However, one 2007 study claimed to demonstrate temperature-dependent sex determination among the Australian brushturkey, for which higher temperatures during incubation resulted in a higher female-to-male sex ratio. This, however, was later proven to not be the case. These birds do not exhibit temperature-dependent sex determination, but temperature-dependent sex mortality.
=== Respiratory and circulatory systems ===
Birds have one of the most complex respiratory systems of all animal groups. Upon inhalation, 75% of the fresh air bypasses the lungs and flows directly into a posterior air sac which extends from the lungs and connects with air spaces in the bones and fills them with air. The other 25% of the air goes directly into the lungs. When the bird exhales, the used air flows out of the lungs and the stored fresh air from the posterior air sac is simultaneously forced into the lungs. Thus, a bird's lungs receive a constant supply of fresh air during both inhalation and exhalation. Sound production is achieved using the syrinx, a muscular chamber incorporating multiple tympanic membranes which diverges from the lower end of the trachea; the trachea being elongated in some species, increasing the volume of vocalisations and the perception of the bird's size.In birds, the main arteries taking blood away from the heart originate from the right aortic arch (or pharyngeal arch), unlike in the mammals where the left aortic arch forms this part of the aorta. The postcava receives blood from the limbs via the renal portal system. Unlike in mammals, the circulating red blood cells in birds retain their nucleus.
==== Heart type and features ====
The avian circulatory system is driven by a four-chambered, myogenic heart contained in a fibrous pericardial sac. This pericardial sac is filled with a serous fluid for lubrication. The heart itself is divided into a right and left half, each with an atrium and ventricle. The atrium and ventricles of each side are separated by atrioventricular valves which prevent back flow from one chamber to the next during contraction. Being myogenic, the heart's pace is maintained by pacemaker cells found in the sinoatrial node, located on the right atrium.The sinoatrial node uses calcium to cause a depolarising signal transduction pathway from the atrium through right and left atrioventricular bundle which communicates contraction to the ventricles. The avian heart also consists of muscular arches that are made up of thick bundles of muscular layers. Much like a mammalian heart, the avian heart is composed of endocardial, myocardial and epicardial layers. The atrium walls tend to be thinner than the ventricle walls, due to the intense ventricular contraction used to pump oxygenated blood throughout the body. Avian hearts are generally larger than mammalian hearts when compared to body mass. This adaptation allows more blood to be pumped to meet the high metabolic need associated with flight.
==== Organisation ====
Birds have a very efficient system for diffusing oxygen into the blood; birds have a ten times greater surface area to gas exchange volume than mammals. As a result, birds have more blood in their capillaries per unit of volume of lung than a mammal. The arteries are composed of thick elastic muscles to withstand the pressure of the ventricular contractions, and become more rigid as they move away from the heart. Blood moves through the arteries, which undergo vasoconstriction, and into arterioles which act as a transportation system to distribute primarily oxygen as well as nutrients to all tissues of the body. As the arterioles move away from the heart and into individual organs and tissues they are further divided to increase surface area and slow blood flow. Blood travels through the arterioles and moves into the capillaries where gas exchange can occur.Capillaries are organised into capillary beds in tissues; it is here that blood exchanges oxygen for carbon dioxide waste. In the capillary beds, blood flow is slowed to allow maximum diffusion of oxygen into the tissues. Once the blood has become deoxygenated, it travels through venules then veins and back to the heart. Veins, unlike arteries, are thin and rigid as they do not need to withstand extreme pressure. As blood travels through the venules to the veins a funneling occurs called vasodilation bringing blood back to the heart. Once the blood reaches the heart, it moves first into the right atrium, then the right ventricle to be pumped through the lungs for further gas exchange of carbon dioxide waste for oxygen. Oxygenated blood then flows from the lungs through the left atrium to the left ventricle where it is pumped out to the body.
=== Nervous system ===
The nervous system is large relative to the bird's size. The most developed part of the brain is the one that controls the flight-related functions, while the cerebellum coordinates movement and the cerebrum controls behaviour patterns, navigation, mating and nest building. Most birds have a poor sense of smell with notable exceptions including kiwis, New World vultures and tubenoses. The avian visual system is usually highly developed. Water birds have special flexible lenses, allowing accommodation for vision in air and water. Some species also have dual fovea. Birds are tetrachromatic, possessing ultraviolet (UV) sensitive cone cells in the eye as well as green, red and blue ones. They also have double cones, likely to mediate achromatic vision.
Many birds show plumage patterns in ultraviolet that are invisible to the human eye; some birds whose sexes appear similar to the naked eye are distinguished by the presence of ultraviolet reflective patches on their feathers. Male blue tits have an ultraviolet reflective crown patch which is displayed in courtship by posturing and raising of their nape feathers. Ultraviolet light is also used in foraging—kestrels have been shown to search for prey by detecting the UV reflective urine trail marks left on the ground by rodents. With the exception of pigeons and a few other species, the eyelids of birds are not used in blinking. Instead the eye is lubricated by the nictitating membrane, a third eyelid that moves horizontally. The nictitating membrane also covers the eye and acts as a contact lens in many aquatic birds. The bird retina has a fan shaped blood supply system called the pecten.Eyes of most birds are large, not very round and capable of only limited movement in the orbits, typically 10–20°. Birds with eyes on the sides of their heads have a wide visual field, while birds with eyes on the front of their heads, such as owls, have binocular vision and can estimate the depth of field. The avian ear lacks external pinnae but is covered by feathers, although in some birds, such as the Asio, Bubo and Otus owls, these feathers form tufts which resemble ears. The inner ear has a cochlea, but it is not spiral as in mammals.
=== Defence and intraspecific combat ===
A few species are able to use chemical defences against predators; some Procellariiformes can eject an unpleasant stomach oil against an aggressor, and some species of pitohuis from New Guinea have a powerful neurotoxin in their skin and feathers.A lack of field observations limit our knowledge, but intraspecific conflicts are known to sometimes result in injury or death. The screamers (Anhimidae), some jacanas (Jacana, Hydrophasianus), the spur-winged goose (Plectropterus), the torrent duck (Merganetta) and nine species of lapwing (Vanellus) use a sharp spur on the wing as a weapon. The steamer ducks (Tachyeres), geese and swans (Anserinae), the solitaire (Pezophaps), sheathbills (Chionis), some guans (Crax) and stone curlews (Burhinus) use a bony knob on the alular metacarpal to punch and hammer opponents. The jacanas Actophilornis and Irediparra have an expanded, blade-like radius. The extinct Xenicibis was unique in having an elongate forelimb and massive hand which likely functioned in combat or defence as a jointed club or flail. Swans, for instance, may strike with the bony spurs and bite when defending eggs or young.
=== Feathers, plumage, and scales ===
Feathers are a feature characteristic of birds (though also present in some dinosaurs not currently considered to be true birds). They facilitate flight, provide insulation that aids in thermoregulation, and are used in display, camouflage, and signalling. There are several types of feathers, each serving its own set of purposes. Feathers are epidermal growths attached to the skin and arise only in specific tracts of skin called pterylae. The distribution pattern of these feather tracts (pterylosis) is used in taxonomy and systematics. The arrangement and appearance of feathers on the body, called plumage, may vary within species by age, social status, and sex.Plumage is regularly moulted; the standard plumage of a bird that has moulted after breeding is known as the "non-breeding" plumage, or—in the Humphrey–Parkes terminology—"basic" plumage; breeding plumages or variations of the basic plumage are known under the Humphrey–Parkes system as "alternate" plumages. Moulting is annual in most species, although some may have two moults a year, and large birds of prey may moult only once every few years. Moulting patterns vary across species. In passerines, flight feathers are replaced one at a time with the innermost primary being the first. When the fifth of sixth primary is replaced, the outermost tertiaries begin to drop. After the innermost tertiaries are moulted, the secondaries starting from the innermost begin to drop and this proceeds to the outer feathers (centrifugal moult). The greater primary coverts are moulted in synchrony with the primary that they overlap.A small number of species, such as ducks and geese, lose all of their flight feathers at once, temporarily becoming flightless. As a general rule, the tail feathers are moulted and replaced starting with the innermost pair. Centripetal moults of tail feathers are however seen in the Phasianidae. The centrifugal moult is modified in the tail feathers of woodpeckers and treecreepers, in that it begins with the second innermost pair of feathers and finishes with the central pair of feathers so that the bird maintains a functional climbing tail. The general pattern seen in passerines is that the primaries are replaced outward, secondaries inward, and the tail from centre outward. Before nesting, the females of most bird species gain a bare brood patch by losing feathers close to the belly. The skin there is well supplied with blood vessels and helps the bird in incubation.
Feathers require maintenance and birds preen or groom them daily, spending an average of around 9% of their daily time on this. The bill is used to brush away foreign particles and to apply waxy secretions from the uropygial gland; these secretions protect the feathers' flexibility and act as an antimicrobial agent, inhibiting the growth of feather-degrading bacteria. This may be supplemented with the secretions of formic acid from ants, which birds receive through a behaviour known as anting, to remove feather parasites.The scales of birds are composed of the same keratin as beaks, claws, and spurs. They are found mainly on the toes and metatarsus, but may be found further up on the ankle in some birds. Most bird scales do not overlap significantly, except in the cases of kingfishers and woodpeckers.
The scales of birds are thought to be homologous to those of reptiles and mammals.
=== Flight ===
Most birds can fly, which distinguishes them from almost all other vertebrate classes. Flight is the primary means of locomotion for most bird species and is used for searching for food and for escaping from predators. Birds have various adaptations for flight, including a lightweight skeleton, two large flight muscles, the pectoralis (which accounts for 15% of the total mass of the bird) and the supracoracoideus, as well as a modified forelimb (wing) that serves as an aerofoil.Wing shape and size generally determine a bird's flight style and performance; many birds combine powered, flapping flight with less energy-intensive soaring flight. About 60 extant bird species are flightless, as were many extinct birds. Flightlessness often arises in birds on isolated islands, most likely due to limited resources and the absence of mammalian land predators. Flightlessness is almost exclusively correlated with gigantism due to an island's inherent condition of isolation. Although flightless, penguins use similar musculature and movements to "fly" through the water, as do some flight-capable birds such as auks, shearwaters and dippers.
== Behaviour ==
Most birds are diurnal, but some birds, such as many species of owls and nightjars, are nocturnal or crepuscular (active during twilight hours), and many coastal waders feed when the tides are appropriate, by day or night.
=== Diet and feeding ===
Birds' diets are varied and often include nectar, fruit, plants, seeds, carrion, and various small animals, including other birds. The digestive system of birds is unique, with a crop for storage and a gizzard that contains swallowed stones for grinding food to compensate for the lack of teeth. Some species such as pigeons and some psittacine species do not have a gallbladder. Most birds are highly adapted for rapid digestion to aid with flight. Some migratory birds have adapted to use protein stored in many parts of their bodies, including protein from the intestines, as additional energy during migration.Birds that employ many strategies to obtain food or feed on a variety of food items are called generalists, while others that concentrate time and effort on specific food items or have a single strategy to obtain food are considered specialists. Avian foraging strategies can vary widely by species. Many birds glean for insects, invertebrates, fruit, or seeds. Some hunt insects by suddenly attacking from a branch. Those species that seek pest insects are considered beneficial 'biological control agents' and their presence encouraged in biological pest control programmes. Combined, insectivorous birds eat 400–500 million metric tons of arthropods annually.Nectar feeders such as hummingbirds, sunbirds, lories, and lorikeets amongst others have specially adapted brushy tongues and in many cases bills designed to fit co-adapted flowers. Kiwis and shorebirds with long bills probe for invertebrates; shorebirds' varied bill lengths and feeding methods result in the separation of ecological niches. Loons, diving ducks, penguins and auks pursue their prey underwater, using their wings or feet for propulsion, while aerial predators such as sulids, kingfishers and terns plunge dive after their prey. Flamingos, three species of prion, and some ducks are filter feeders. Geese and dabbling ducks are primarily grazers.Some species, including frigatebirds, gulls, and skuas, engage in kleptoparasitism, stealing food items from other birds. Kleptoparasitism is thought to be a supplement to food obtained by hunting, rather than a significant part of any species' diet; a study of great frigatebirds stealing from masked boobies estimated that the frigatebirds stole at most 40% of their food and on average stole only 5%. Other birds are scavengers; some of these, like vultures, are specialised carrion eaters, while others, like gulls, corvids, or other birds of prey, are opportunists.
=== Water and drinking ===
Water is needed by many birds although their mode of excretion and lack of sweat glands reduces the physiological demands. Some desert birds can obtain their water needs entirely from moisture in their food. They may also have other adaptations such as allowing their body temperature to rise, saving on moisture loss from evaporative cooling or panting. Seabirds can drink seawater and have salt glands inside the head that eliminate excess salt out of the nostrils.Most birds scoop water in their beaks and raise their head to let water run down the throat. Some species, especially of arid zones, belonging to the pigeon, finch, mousebird, button-quail and bustard families are capable of sucking up water without the need to tilt back their heads. Some desert birds depend on water sources and sandgrouse are particularly well known for their daily congregations at waterholes. Nesting sandgrouse and many plovers carry water to their young by wetting their belly feathers. Some birds carry water for chicks at the nest in their crop or regurgitate it along with food. The pigeon family, flamingos and penguins have adaptations to produce a nutritive fluid called crop milk that they provide to their chicks.
=== Feather care ===
Feathers, being critical to the survival of a bird, require maintenance. Apart from physical wear and tear, feathers face the onslaught of fungi, ectoparasitic feather mites and bird lice. The physical condition of feathers are maintained by preening often with the application of secretions from the preen gland. Birds also bathe in water or dust themselves. While some birds dip into shallow water, more aerial species may make aerial dips into water and arboreal species often make use of dew or rain that collect on leaves. Birds of arid regions make use of loose soil to dust-bathe. A behaviour termed as anting in which the bird encourages ants to run through their plumage is also thought to help them reduce the ectoparasite load in feathers. Many species will spread out their wings and expose them to direct sunlight and this too is thought to help in reducing fungal and ectoparasitic activity that may lead to feather damage.
=== Migration ===
Many bird species migrate to take advantage of global differences of seasonal temperatures, therefore optimising availability of food sources and breeding habitat. These migrations vary among the different groups. Many landbirds, shorebirds, and waterbirds undertake annual long-distance migrations, usually triggered by the length of daylight as well as weather conditions. These birds are characterised by a breeding season spent in the temperate or polar regions and a non-breeding season in the tropical regions or opposite hemisphere. Before migration, birds substantially increase body fats and reserves and reduce the size of some of their organs.Migration is highly demanding energetically, particularly as birds need to cross deserts and oceans without refuelling. Landbirds have a flight range of around 2,500 km (1,600 mi) and shorebirds can fly up to 4,000 km (2,500 mi), although the bar-tailed godwit is capable of non-stop flights of up to 10,200 km (6,300 mi). Seabirds also undertake long migrations, the longest annual migration being those of sooty shearwaters, which nest in New Zealand and Chile and spend the northern summer feeding in the North Pacific off Japan, Alaska and California, an annual round trip of 64,000 km (39,800 mi). Other seabirds disperse after breeding, travelling widely but having no set migration route. Albatrosses nesting in the Southern Ocean often undertake circumpolar trips between breeding seasons.
Some bird species undertake shorter migrations, travelling only as far as is required to avoid bad weather or obtain food. Irruptive species such as the boreal finches are one such group and can commonly be found at a location in one year and absent the next. This type of migration is normally associated with food availability. Species may also travel shorter distances over part of their range, with individuals from higher latitudes travelling into the existing range of conspecifics; others undertake partial migrations, where only a fraction of the population, usually females and subdominant males, migrates. Partial migration can form a large percentage of the migration behaviour of birds in some regions; in Australia, surveys found that 44% of non-passerine birds and 32% of passerines were partially migratory.Altitudinal migration is a form of short-distance migration in which birds spend the breeding season at higher altitudes and move to lower ones during suboptimal conditions. It is most often triggered by temperature changes and usually occurs when the normal territories also become inhospitable due to lack of food. Some species may also be nomadic, holding no fixed territory and moving according to weather and food availability. Parrots as a family are overwhelmingly neither migratory nor sedentary but considered to either be dispersive, irruptive, nomadic or undertake small and irregular migrations.The ability of birds to return to precise locations across vast distances has been known for some time; in an experiment conducted in the 1950s, a Manx shearwater released in Boston in the United States returned to its colony in Skomer, in Wales within 13 days, a distance of 5,150 km (3,200 mi). Birds navigate during migration using a variety of methods. For diurnal migrants, the sun is used to navigate by day, and a stellar compass is used at night. Birds that use the sun compensate for the changing position of the sun during the day by the use of an internal clock. Orientation with the stellar compass depends on the position of the constellations surrounding Polaris. These are backed up in some species by their ability to sense the Earth's geomagnetism through specialised photoreceptors.
=== Communication ===
Birds communicate primarily using visual and auditory signals. Signals can be interspecific (between species) and intraspecific (within species).
Birds sometimes use plumage to assess and assert social dominance, to display breeding condition in sexually selected species, or to make threatening displays, as in the sunbittern's mimicry of a large predator to ward off hawks and protect young chicks.
Visual communication among birds may also involve ritualised displays, which have developed from non-signalling actions such as preening, the adjustments of feather position, pecking, or other behaviour. These displays may signal aggression or submission or may contribute to the formation of pair-bonds. The most elaborate displays occur during courtship, where "dances" are often formed from complex combinations of many possible component movements; males' breeding success may depend on the quality of such displays.Bird calls and songs, which are produced in the syrinx, are the major means by which birds communicate with sound. This communication can be very complex; some species can operate the two sides of the syrinx independently, allowing the simultaneous production of two different songs.
Calls are used for a variety of purposes, including mate attraction, evaluation of potential mates, bond formation, the claiming and maintenance of territories, the identification of other individuals (such as when parents look for chicks in colonies or when mates reunite at the start of breeding season), and the warning of other birds of potential predators, sometimes with specific information about the nature of the threat. Some birds also use mechanical sounds for auditory communication. The Coenocorypha snipes of New Zealand drive air through their feathers, woodpeckers drum for long-distance communication, and palm cockatoos use tools to drum.
=== Flocking and other associations ===
While some birds are essentially territorial or live in small family groups, other birds may form large flocks. The principal benefits of flocking are safety in numbers and increased foraging efficiency. Defence against predators is particularly important in closed habitats like forests, where ambush predation is common and multiple eyes can provide a valuable early warning system. This has led to the development of many mixed-species feeding flocks, which are usually composed of small numbers of many species; these flocks provide safety in numbers but increase potential competition for resources. Costs of flocking include bullying of socially subordinate birds by more dominant birds and the reduction of feeding efficiency in certain cases.Birds sometimes also form associations with non-avian species. Plunge-diving seabirds associate with dolphins and tuna, which push shoaling fish towards the surface. Some species of hornbills have a mutualistic relationship with dwarf mongooses, in which they forage together and warn each other of nearby birds of prey and other predators.
=== Resting and roosting ===
The high metabolic rates of birds during the active part of the day is supplemented by rest at other times. Sleeping birds often use a type of sleep known as vigilant sleep, where periods of rest are interspersed with quick eye-opening "peeks", allowing them to be sensitive to disturbances and enable rapid escape from threats. Swifts are believed to be able to sleep in flight and radar observations suggest that they orient themselves to face the wind in their roosting flight. It has been suggested that there may be certain kinds of sleep which are possible even when in flight.Some birds have also demonstrated the capacity to fall into slow-wave sleep one hemisphere of the brain at a time. The birds tend to exercise this ability depending upon its position relative to the outside of the flock. This may allow the eye opposite the sleeping hemisphere to remain vigilant for predators by viewing the outer margins of the flock. This adaptation is also known from marine mammals. Communal roosting is common because it lowers the loss of body heat and decreases the risks associated with predators. Roosting sites are often chosen with regard to thermoregulation and safety. Unusual mobile roost sites include large herbivores on the African savanna that are used by oxpeckers.Many sleeping birds bend their heads over their backs and tuck their bills in their back feathers, although others place their beaks among their breast feathers. Many birds rest on one leg, while some may pull up their legs into their feathers, especially in cold weather. Perching birds have a tendon-locking mechanism that helps them hold on to the perch when they are asleep. Many ground birds, such as quails and pheasants, roost in trees. A few parrots of the genus Loriculus roost hanging upside down. Some hummingbirds go into a nightly state of torpor accompanied with a reduction of their metabolic rates. This physiological adaptation shows in nearly a hundred other species, including owlet-nightjars, nightjars, and woodswallows. One species, the common poorwill, even enters a state of hibernation. Birds do not have sweat glands, but can lose water directly through the skin, and they may cool themselves by moving to shade, standing in water, panting, increasing their surface area, fluttering their throat or using special behaviours like urohidrosis to cool themselves.
=== Breeding ===
==== Social systems ====
Ninety-five per cent of bird species are socially monogamous. These species pair for at least the length of the breeding season or—in some cases—for several years or until the death of one mate. Monogamy allows for both paternal care and biparental care, which is especially important for species in which care from both the female and the male parent is required in order to successfully rear a brood. Among many socially monogamous species, extra-pair copulation (infidelity) is common. Such behaviour typically occurs between dominant males and females paired with subordinate males, but may also be the result of forced copulation in ducks and other anatids.For females, possible benefits of extra-pair copulation include getting better genes for her offspring and insuring against the possibility of infertility in her mate. Males of species that engage in extra-pair copulations will closely guard their mates to ensure the parentage of the offspring that they raise.Other mating systems, including polygyny, polyandry, polygamy, polygynandry, and promiscuity, also occur. Polygamous breeding systems arise when females are able to raise broods without the help of males. Mating systems vary across bird families but variations within species are thought to be driven by environmental conditions.Breeding usually involves some form of courtship display, typically performed by the male. Most displays are rather simple and involve some type of song. Some displays, however, are quite elaborate. Depending on the species, these may include wing or tail drumming, dancing, aerial flights, or communal lekking. Females are generally the ones that drive partner selection, although in the polyandrous phalaropes, this is reversed: plainer males choose brightly coloured females. Courtship feeding, billing and allopreening are commonly performed between partners, generally after the birds have paired and mated.Homosexual behaviour has been observed in males or females in numerous species of birds, including copulation, pair-bonding, and joint parenting of chicks. Over 130 avian species around the world engage in sexual interactions between the same sex or homosexual behaviours. "Same-sex courtship activities may involve elaborate displays, synchronized dances, gift-giving ceremonies, or behaviors at specific display areas including bowers, arenas, or leks."
==== Territories, nesting and incubation ====
Many birds actively defend a territory from others of the same species during the breeding season; maintenance of territories protects the food source for their chicks. Species that are unable to defend feeding territories, such as seabirds and swifts, often breed in colonies instead; this is thought to offer protection from predators. Colonial breeders defend small nesting sites, and competition between and within species for nesting sites can be intense.All birds lay amniotic eggs with hard shells made mostly of calcium carbonate. Hole and burrow nesting species tend to lay white or pale eggs, while open nesters lay camouflaged eggs. There are many exceptions to this pattern, however; the ground-nesting nightjars have pale eggs, and camouflage is instead provided by their plumage. Species that are victims of brood parasites have varying egg colours to improve the chances of spotting a parasite's egg, which forces female parasites to match their eggs to those of their hosts.
Bird eggs are usually laid in a nest. Most species create somewhat elaborate nests, which can be cups, domes, plates, mounds, or burrows. Some bird nests can be a simple scrape, with minimal or no lining; most seabird and wader nests are no more than a scrape on the ground. Most birds build nests in sheltered, hidden areas to avoid predation, but large or colonial birds—which are more capable of defence—may build more open nests. During nest construction, some species seek out plant matter from plants with parasite-reducing toxins to improve chick survival, and feathers are often used for nest insulation. Some bird species have no nests; the cliff-nesting common guillemot lays its eggs on bare rock, and male emperor penguins keep eggs between their body and feet. The absence of nests is especially prevalent in open habitat ground-nesting species where any addition of nest material would make the nest more conspicuous. Many ground nesting birds lay a clutch of eggs that hatch synchronously, with precocial chicks led away from the nests (nidifugous) by their parents soon after hatching.
Incubation, which regulates temperature for chick development, usually begins after the last egg has been laid. In monogamous species incubation duties are often shared, whereas in polygamous species one parent is wholly responsible for incubation. Warmth from parents passes to the eggs through brood patches, areas of bare skin on the abdomen or breast of the incubating birds. Incubation can be an energetically demanding process; adult albatrosses, for instance, lose as much as 83 grams (2.9 oz) of body weight per day of incubation. The warmth for the incubation of the eggs of megapodes comes from the sun, decaying vegetation or volcanic sources. Incubation periods range from 10 days (in woodpeckers, cuckoos and passerine birds) to over 80 days (in albatrosses and kiwis).The diversity of characteristics of birds is great, sometimes even in closely related species. Several avian characteristics are compared in the table below.
==== Parental care and fledging ====
At the time of their hatching, chicks range in development from helpless to independent, depending on their species. Helpless chicks are termed altricial, and tend to be born small, blind, immobile and naked; chicks that are mobile and feathered upon hatching are termed precocial. Altricial chicks need help thermoregulating and must be brooded for longer than precocial chicks. The young of many bird species do not precisely fit into either the precocial or altricial category, having some aspects of each and thus fall somewhere on an "altricial-precocial spectrum". Chicks at neither extreme but favouring one or the other may be termed semi-precocial or semi-altricial.
The length and nature of parental care varies widely amongst different orders and species. At one extreme, parental care in megapodes ends at hatching; the newly hatched chick digs itself out of the nest mound without parental assistance and can fend for itself immediately. At the other extreme, many seabirds have extended periods of parental care, the longest being that of the great frigatebird, whose chicks take up to six months to fledge and are fed by the parents for up to an additional 14 months. The chick guard stage describes the period of breeding during which one of the adult birds is permanently present at the nest after chicks have hatched. The main purpose of the guard stage is to aid offspring to thermoregulate and protect them from predation.
In some species, both parents care for nestlings and fledglings; in others, such care is the responsibility of only one sex. In some species, other members of the same species—usually close relatives of the breeding pair, such as offspring from previous broods—will help with the raising of the young. Such alloparenting is particularly common among the Corvida, which includes such birds as the true crows, Australian magpie and fairy-wrens, but has been observed in species as different as the rifleman and red kite. Among most groups of animals, male parental care is rare. In birds, however, it is quite common—more so than in any other vertebrate class. Although territory and nest site defence, incubation, and chick feeding are often shared tasks, there is sometimes a division of labour in which one mate undertakes all or most of a particular duty.The point at which chicks fledge varies dramatically. The chicks of the Synthliboramphus murrelets, like the ancient murrelet, leave the nest the night after they hatch, following their parents out to sea, where they are raised away from terrestrial predators. Some other species, such as ducks, move their chicks away from the nest at an early age. In most species, chicks leave the nest just before, or soon after, they are able to fly. The amount of parental care after fledging varies; albatross chicks leave the nest on their own and receive no further help, while other species continue some supplementary feeding after fledging. Chicks may also follow their parents during their first migration.
==== Brood parasites ====
Brood parasitism, in which an egg-layer leaves her eggs with another individual's brood, is more common among birds than any other type of organism. After a parasitic bird lays her eggs in another bird's nest, they are often accepted and raised by the host at the expense of the host's own brood. Brood parasites may be either obligate brood parasites, which must lay their eggs in the nests of other species because they are incapable of raising their own young, or non-obligate brood parasites, which sometimes lay eggs in the nests of conspecifics to increase their reproductive output even though they could have raised their own young. One hundred bird species, including honeyguides, icterids, and ducks, are obligate parasites, though the most famous are the cuckoos. Some brood parasites are adapted to hatch before their host's young, which allows them to destroy the host's eggs by pushing them out of the nest or to kill the host's chicks; this ensures that all food brought to the nest will be fed to the parasitic chicks.
==== Sexual selection ====
Birds have evolved a variety of mating behaviours, with the peacock tail being perhaps the most famous example of sexual selection and the Fisherian runaway. Commonly occurring sexual dimorphisms such as size and colour differences are energetically costly attributes that signal competitive breeding situations. Many types of avian sexual selection have been identified; intersexual selection, also known as female choice; and intrasexual competition, where individuals of the more abundant sex compete with each other for the privilege to mate. Sexually selected traits often evolve to become more pronounced in competitive breeding situations until the trait begins to limit the individual's fitness. Conflicts between an individual fitness and signalling adaptations ensure that sexually selected ornaments such as plumage colouration and courtship behaviour are "honest" traits. Signals must be costly to ensure that only good-quality individuals can present these exaggerated sexual ornaments and behaviours.
==== Inbreeding depression ====
Inbreeding causes early death (inbreeding depression) in the zebra finch Taeniopygia guttata. Embryo survival (that is, hatching success of fertile eggs) was significantly lower for sib-sib mating pairs than for unrelated pairs.Darwin's finch Geospiza scandens experiences inbreeding depression (reduced survival of offspring) and the magnitude of this effect is influenced by environmental conditions such as low food availability.
==== Inbreeding avoidance ====
Incestuous matings by the purple-crowned fairy wren Malurus coronatus result in severe fitness costs due to inbreeding depression (greater than 30% reduction in hatchability of eggs). Females paired with related males may undertake extra pair matings (see Promiscuity#Other animals for 90% frequency in avian species) that can reduce the negative effects of inbreeding. However, there are ecological and demographic constraints on extra pair matings. Nevertheless, 43% of broods produced by incestuously paired females contained extra pair young.Inbreeding depression occurs in the great tit (Parus major) when the offspring produced as a result of a mating between close relatives show reduced fitness. In natural populations of Parus major, inbreeding is avoided by dispersal of individuals from their birthplace, which reduces the chance of mating with a close relative.Southern pied babblers Turdoides bicolor appear to avoid inbreeding in two ways. The first is through dispersal, and the second is by avoiding familiar group members as mates.Cooperative breeding in birds typically occurs when offspring, usually males, delay dispersal from their natal group in order to remain with the family to help rear younger kin. Female offspring rarely stay at home, dispersing over distances that allow them to breed independently, or to join unrelated groups. In general, inbreeding is avoided because it leads to a reduction in progeny fitness (inbreeding depression) due largely to the homozygous expression of deleterious recessive alleles. Cross-fertilisation between unrelated individuals ordinarily leads to the masking of deleterious recessive alleles in progeny.
== Ecology ==
Birds occupy a wide range of ecological positions. While some birds are generalists, others are highly specialised in their habitat or food requirements. Even within a single habitat, such as a forest, the niches occupied by different species of birds vary, with some species feeding in the forest canopy, others beneath the canopy, and still others on the forest floor. Forest birds may be insectivores, frugivores, or nectarivores. Aquatic birds generally feed by fishing, plant eating, and piracy or kleptoparasitism. Many grassland birds are granivores. Birds of prey specialise in hunting mammals or other birds, while vultures are specialised scavengers. Birds are also preyed upon by a range of mammals including a few avivorous bats. A wide range of endo- and ectoparasites depend on birds and some parasites that are transmitted from parent to young have co-evolved and show host-specificity.Some nectar-feeding birds are important pollinators, and many frugivores play a key role in seed dispersal. Plants and pollinating birds often coevolve, and in some cases a flower's primary pollinator is the only species capable of reaching its nectar.Birds are often important to island ecology. Birds have frequently reached islands that mammals have not; on those islands, birds may fulfil ecological roles typically played by larger animals. For example, in New Zealand nine species of moa were important browsers, as are the kererū and kokako today. Today the plants of New Zealand retain the defensive adaptations evolved to protect them from the extinct moa.Many birds act as ecosystem engineers through the construction of nests, which provide important microhabitats and food for hundreds of species of invertebrates. Nesting seabirds may affect the ecology of islands and surrounding seas, principally through the concentration of large quantities of guano, which may enrich the local soil and the surrounding seas.A wide variety of avian ecology field methods, including counts, nest monitoring, and capturing and marking, are used for researching avian ecology.
== Relationship with humans ==
Since birds are highly visible and common animals, humans have had a relationship with them since the dawn of man. Sometimes, these relationships are mutualistic, like the cooperative honey-gathering among honeyguides and African peoples such as the Borana. Other times, they may be commensal, as when species such as the house sparrow have benefited from human activities. Several bird species have become commercially significant agricultural pests, and some pose an aviation hazard. Human activities can also be detrimental, and have threatened numerous bird species with extinction (hunting, avian lead poisoning, pesticides, roadkill, wind turbine kills and predation by pet cats and dogs are common causes of death for birds).Birds can act as vectors for spreading diseases such as psittacosis, salmonellosis, campylobacteriosis, mycobacteriosis (avian tuberculosis), avian influenza (bird flu), giardiasis, and cryptosporidiosis over long distances. Some of these are zoonotic diseases that can also be transmitted to humans.
=== Economic importance ===
Domesticated birds raised for meat and eggs, called poultry, are the largest source of animal protein eaten by humans; in 2003, 76 million tons of poultry and 61 million tons of eggs were produced worldwide. Chickens account for much of human poultry consumption, though domesticated turkeys, ducks, and geese are also relatively common. Many species of birds are also hunted for meat. Bird hunting is primarily a recreational activity except in extremely undeveloped areas. The most important birds hunted in North and South America are waterfowl; other widely hunted birds include pheasants, wild turkeys, quail, doves, partridge, grouse, snipe, and woodcock. Muttonbirding is also popular in Australia and New Zealand. Although some hunting, such as that of muttonbirds, may be sustainable, hunting has led to the extinction or endangerment of dozens of species.Other commercially valuable products from birds include feathers (especially the down of geese and ducks), which are used as insulation in clothing and bedding, and seabird faeces (guano), which is a valuable source of phosphorus and nitrogen. The War of the Pacific, sometimes called the Guano War, was fought in part over the control of guano deposits.Birds have been domesticated by humans both as pets and for practical purposes. Colourful birds, such as parrots and mynas, are bred in captivity or kept as pets, a practice that has led to the illegal trafficking of some endangered species. Falcons and cormorants have long been used for hunting and fishing, respectively. Messenger pigeons, used since at least 1 AD, remained important as recently as World War II. Today, such activities are more common either as hobbies, for entertainment and tourism,Amateur bird enthusiasts (called birdwatchers, twitchers or, more commonly, birders) number in the millions. Many homeowners erect bird feeders near their homes to attract various species. Bird feeding has grown into a multimillion-dollar industry; for example, an estimated 75% of households in Britain provide food for birds at some point during the winter.
=== In religion and mythology ===
Birds play prominent and diverse roles in religion and mythology.
In religion, birds may serve as either messengers or priests and leaders for a deity, such as in the Cult of Makemake, in which the Tangata manu of Easter Island served as chiefs or as attendants, as in the case of Hugin and Munin, the two common ravens who whispered news into the ears of the Norse god Odin. In several civilisations of ancient Italy, particularly Etruscan and Roman religion, priests were involved in augury, or interpreting the words of birds while the "auspex" (from which the word "auspicious" is derived) watched their activities to foretell events.They may also serve as religious symbols, as when Jonah (Hebrew: יונה, dove) embodied the fright, passivity, mourning, and beauty traditionally associated with doves. Birds have themselves been deified, as in the case of the common peacock, which is perceived as Mother Earth by the people of southern India. In the ancient world, doves were used as symbols of the Mesopotamian goddess Inanna (later known as Ishtar), the Canaanite mother goddess Asherah, and the Greek goddess Aphrodite. In ancient Greece, Athena, the goddess of wisdom and patron deity of the city of Athens, had a little owl as her symbol. In religious images preserved from the Inca and Tiwanaku empires, birds are depicted in the process of transgressing boundaries between earthly and underground spiritual realms. Indigenous peoples of the central Andes maintain legends of birds passing to and from metaphysical worlds.
=== In culture and folklore ===
Birds have featured in culture and art since prehistoric times, when they were represented in early cave painting and carvings. Some birds have been perceived as monsters, including the mythological Roc and the Māori's legendary Pouākai, a giant bird capable of snatching humans. Birds were later used as symbols of power, as in the magnificent Peacock Throne of the Mughal and Persian emperors. With the advent of scientific interest in birds, many paintings of birds were commissioned for books.Among the most famous of these bird artists was John James Audubon, whose paintings of North American birds were a great commercial success in Europe and who later lent his name to the National Audubon Society. Birds are also important figures in poetry; for example, Homer incorporated nightingales into his Odyssey, and Catullus used a sparrow as an erotic symbol in his Catullus 2. The relationship between an albatross and a sailor is the central theme of Samuel Taylor Coleridge's The Rime of the Ancient Mariner, which led to the use of the term as a metaphor for a 'burden'. Other English metaphors derive from birds; vulture funds and vulture investors, for instance, take their name from the scavenging vulture. Aircraft, particularly military aircraft, are frequently named after birds. The predatory nature of raptors make them popular choices for fighter aircraft such as the F-16 Fighting Falcon and the Harrier Jump Jet, while the names of seabirds may be chosen for aircraft primarily used by naval forces such as the HU-16 Albatross and the V-22 Osprey.
Perceptions of bird species vary across cultures. Owls are associated with bad luck, witchcraft, and death in parts of Africa, but are regarded as wise across much of Europe. Hoopoes were considered sacred in Ancient Egypt and symbols of virtue in Persia, but were thought of as thieves across much of Europe and harbingers of war in Scandinavia. In heraldry, birds, especially eagles, often appear in coats of arms In vexillology, birds are a popular choice on flags. Birds feature in the flag designs of 17 countries and numerous subnational entities and territories. Birds are used by nations to symbolize a country's identity and heritage, with 91 countries officially recognizing a national bird. Birds of prey are highly represented, though some nations have chosen other species of birds with parrots being popular among smaller, tropical nations.
=== In music ===
In music, birdsong has influenced composers and musicians in several ways: they can be inspired by birdsong; they can intentionally imitate bird song in a composition, as Vivaldi, Messiaen, and Beethoven did, along with many later composers; they can incorporate recordings of birds into their works, as Ottorino Respighi first did; or like Beatrice Harrison and David Rothenberg, they can duet with birds.
=== Conservation ===
Although human activities have allowed the expansion of a few species, such as the barn swallow and European starling, they have caused population decreases or extinction in many other species. Over a hundred bird species have gone extinct in historical times, although the most dramatic human-caused avian extinctions, eradicating an estimated 750–1800 species, occurred during the human colonisation of Melanesian, Polynesian, and Micronesian islands. Many bird populations are declining worldwide, with 1,227 species listed as threatened by BirdLife International and the IUCN in 2009.The most commonly cited human threat to birds is habitat loss. Other threats include overhunting, accidental mortality due to collisions with buildings or vehicles, long-line fishing bycatch, pollution (including oil spills and pesticide use), competition and predation from nonnative invasive species, and climate change.
Governments and conservation groups work to protect birds, either by passing laws that preserve and restore bird habitat or by establishing captive populations for reintroductions. Such projects have produced some successes; one study estimated that conservation efforts saved 16 species of bird that would otherwise have gone extinct between 1994 and 2004, including the California condor and Norfolk parakeet.
== See also ==
Animal track
Avian sleep
Bat
Climate change and birds
Glossary of bird terms
List of individual birds
Ornithology
Paleocene dinosaurs
== References ==
== Further reading ==
All the Birds of the World, Lynx Edicions, 2020.
Del Hoyo, Josep; Elliott, Andrew; Sargatal, Jordi (eds.). Handbook of the Birds of the World (17-volume encyclopaedia), Lynx Edicions, Barcelona, 1992–2010. (Vol. 1: Ostrich to Ducks: ISBN 978-84-87334-10-8, etc.).
Lederer, Roger; Carol Burr (2014). Latein für Vogelbeobachter: über 3000 ornithologische Begriffe erklärt und erforscht, aus dem Englischen übersetzt von Susanne Kuhlmannn-Krieg, Verlag DuMont, Köln, ISBN 978-3-8321-9491-8.
National Geographic Field Guide to Birds of North America, National Geographic, 7th edition, 2017. ISBN 9781426218354
National Audubon Society Field Guide to North American Birds: Eastern Region, National Audubon Society, Knopf.
National Audubon Society Field Guide to North American Birds: Western Region, National Audubon Society, Knopf.
Svensson, Lars (2010). Birds of Europe, Princeton University Press, second edition. ISBN 9780691143927
Svensson, Lars (2010). Collins Bird Guide: The Most Complete Guide to the Birds of Britain and Europe, Collins, 2nd edition. ISBN 978-0007268146
== External links ==
Birdlife International – Dedicated to bird conservation worldwide; has a database with about 250,000 records on endangered bird species.
Bird biogeography
Birds and Science from the National Audubon Society
Cornell Lab of Ornithology
"Bird" at the Encyclopedia of Life
Essays on bird biology
North American Birds for Kids Archived 9 August 2010 at the Wayback Machine
Ornithology
Sora – Searchable online research archive; Archives of the following ornithological journals The Auk, Condor, Journal of Field Ornithology', North American Bird Bander, Studies in Avian Biology, Pacific Coast Avifauna, and the Wilson Bulletin.
The Internet Bird Collection – A free library of videos of the world's birds
The Institute for Bird Populations, California
List of field guides to birds, from the International Field Guides database
RSPB bird identifier Archived 5 November 2013 at the Wayback Machine – Interactive identification of all UK birds
Are Birds Really Dinosaurs? — University of California Museum of Paleontology.
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Actor
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An actor or actress is a person who portrays a character in a production. The actor performs "in the flesh" in the traditional medium of the theatre or in modern media such as film, radio, and television. The analogous Greek term is ὑποκριτής (hupokritḗs), literally "one who answers". The actor's interpretation of a role—the art of acting—pertains to the role played, whether based on a real person or fictional character. This can also be considered an "actor's role," which was called this due to scrolls being used in the theaters. Interpretation occurs even when the actor is "playing themselves", as in some forms of experimental performance art.
Formerly, in ancient Greece and the medieval world, and in England at the time of William Shakespeare, only men could become actors, and women's roles were generally played by men or boys. While Ancient Rome did allow female stage performers, only a small minority of them were given speaking parts. The commedia dell'arte of Italy, however, allowed professional women to perform early on; Lucrezia Di Siena, whose name is on a contract of actors from 10 October 1564, has been referred to as the first Italian actress known by name, with Vincenza Armani and Barbara Flaminia as the first primadonnas and the first well-documented actresses in Italy (and in Europe). After the English Restoration of 1660, women began to appear onstage in England. In modern times, particularly in pantomime and some operas, women occasionally play the roles of boys or young men.
== History ==
The first recorded case of a performing actor occurred in 534 BC (though the changes in the calendar over the years make it hard to determine exactly) when the Greek performer Thespis stepped onto the stage at the Theatre Dionysus to become the first known person to speak words as a character in a play or story. Before Thespis' act, Grecian stories were only expressed in song, dance, and in third person narrative. In honor of Thespis, actors are commonly called Thespians. The exclusively male actors in the theatre of ancient Greece performed in three types of drama: tragedy, comedy, and the satyr play. This developed and expanded considerably under the Romans. The theatre of ancient Rome was a thriving and diverse art form, ranging from festival performances of street theatre, nude dancing, and acrobatics, to the staging of situation comedies, to high-style, verbally elaborate tragedies.
As the Western Roman Empire fell into decay through the 4th and 5th centuries, the seat of Roman power was moved eastward to Constantinople. Records show that mime, pantomime, scenes or recitations from tragedies and comedies, dances, and other entertainments were very popular. From the 5th century, Western Europe was plunged into a period of general disorder. Small nomadic bands of actors traveled around Europe throughout the period, performing wherever they could find an audience; there is no evidence that they produced anything but crude scenes. Traditionally, actors were not of high status; therefore, in the Early Middle Ages, traveling acting troupes were often viewed with distrust. Early Middle Ages actors were denounced by the Church during the Dark Ages, as they were viewed as dangerous, immoral, and pagan. In many parts of Europe, traditional beliefs of the region and time meant actors could not receive a Christian burial.
In the Early Middle Ages, churches in Europe began staging dramatized versions of biblical events. By the middle of the 11th century, liturgical drama had spread from Russia to Scandinavia to Italy. The Feast of Fools encouraged the development of comedy. In the Late Middle Ages, plays were produced in 127 towns. These vernacular Mystery plays often contained comedy, with actors playing devils, villains, and clowns. The majority of actors in these plays were drawn from the local population. Amateur performers in England were exclusively male, but other countries had female performers.
There were several secular plays staged in the Middle Ages, the earliest of which is The Play of the Greenwood by Adam de la Halle in 1276. It contains satirical scenes and folk material such as faeries and other supernatural occurrences. Farces also rose in popularity after the 13th century. At the end of the Late Middle Ages, professional actors began to appear in England and Europe. Richard III and Henry VII both maintained small companies of professional actors. Beginning in the mid-16th century, Commedia dell'arte troupes performed lively improvisational playlets across Europe for centuries. Commedia dell'arte was an actor-centred theatre, requiring little scenery and very few props. Plays were loose frameworks that provided situations, complications, and the outcome of the action, around which the actors improvised. The plays used stock characters. A troupe typically consisted of 13 to 14 members. Most actors were paid a share of the play's profits roughly equivalent to the sizes of their roles.
Renaissance theatre derived from several medieval theatre traditions, such as the mystery plays, "morality plays", and the "university drama" that attempted to recreate Athenian tragedy. The Italian tradition of Commedia dell'arte, as well as the elaborate masques frequently presented at court, also contributed to the shaping of public theatre. Since before the reign of Elizabeth I, companies of players were attached to the households of leading aristocrats and performed seasonally in various locations. These became the foundation for the professional players that performed on the Elizabethan stage.
The development of the theatre and opportunities for acting ceased when Puritan opposition to the stage banned the performance of all plays within London. Puritans viewed the theatre as immoral. The re-opening of the theatres in 1660 signaled a renaissance of English drama. English comedies written and performed in the Restoration period from 1660 to 1710 are collectively called "Restoration comedy". Restoration comedy is notorious for its sexual explicitness. At this point, women were allowed for the first time to appear on the English stage, exclusively in female roles. This period saw the introduction of the first professional actresses and the rise of the first celebrity actors.
=== 19th century ===
In the 19th century, the negative reputation of actors was largely reversed, and acting became an honored, popular profession and art. The rise of the actor as celebrity provided the transition, as audiences flocked to their favorite "stars". A new role emerged for the actor-managers, who formed their own companies and controlled the actors, the productions, and the financing. When successful, they built up a permanent clientele that flocked to their productions. They could enlarge their audience by going on tour across the country, performing a repertoire of well-known plays, such as those by Shakespeare. The newspapers, private clubs, pubs, and coffee shops rang with lively debates evaluating the relative merits of the stars and the productions. Henry Irving (1838–1905) was the most successful of the British actor-managers. Irving was renowned for his Shakespearean roles, and for such innovations as turning out the house lights so that attention could focus more on the stage and less on the audience. His company toured across Britain, as well as Europe and the United States, demonstrating the power of star actors and celebrated roles to attract enthusiastic audiences. His knighthood in 1895 indicated full acceptance into the higher circles of British society.
=== 20th century ===
By the early 20th century, the economics of large-scale productions displaced the actor-manager model. It was too hard to find people who combined a genius at acting as well as management, so specialization divided the roles as stage managers and later theatre directors emerged. Financially, much larger capital was required to operate out of a major city. The solution was corporate ownership of chains of theatres, such as by the Theatrical Syndicate, Edward Laurillard, and especially The Shubert Organization. By catering to tourists, theaters in large cities increasingly favored long runs of highly popular plays, especially musicals. Big name stars became even more essential.
== Techniques ==
Classical acting is a philosophy of acting that integrates the expression of the body, voice, imagination, personalizing, improvisation, external stimuli, and script analysis. It is based on the theories and systems of select classical actors and directors including Konstantin Stanislavski and Michel Saint-Denis.
In Stanislavski's system, also known as Stanislavski's method, actors draw upon their own feelings and experiences to convey the "truth" of the character they portray. Actors puts themselves in the mindset of the character, finding things in common to give a more genuine portrayal of the character.
Method acting is a range of techniques based on for training actors to achieve better characterizations of the characters they play, as formulated by Lee Strasberg. Strasberg's method is based upon the idea that to develop an emotional and cognitive understanding of their roles, actors should use their own experiences to identify personally with their characters. It is based on aspects of Stanislavski's system. Other acting techniques are also based on Stanislavski's ideas, such as those of Stella Adler and Sanford Meisner, but these are not considered "method acting".
Meisner technique requires the actor to focus totally on the other actor as though they are real and they only exist in that moment. This is a method that makes the actors in the scene seem more authentic to the audience. It is based on the principle that acting finds its expression in people's response to other people and circumstances. Is it based on Stanislavski's system.
== As the opposite gender ==
Formerly, in some societies, only men could become actors. In ancient Greece and ancient Rome and the medieval world, it was considered disgraceful for a woman to go on stage; nevertheless, women did perform in Ancient Rome, and again entered the stage in the Commedia dell'arte in Italy in the 16th century; Lucrezia Di Siena became the perhaps first professional actress since Ancient Rome. France and Spain, too, also had female actors in the 16th century. In William Shakespeare's England, however, women's roles were generally played by men or boys.When an eighteen-year Puritan prohibition of drama was lifted after the English Restoration of 1660, women began to appear on stage in England. Margaret Hughes is often credited as the first professional actress on the English stage. Previously, Angelica Martinelli, a member of a visiting Italian Commedia dell'arte company, did perform in England as early as 1578, but such foreign guest appearances had been rare exceptions and there had been no professional English actresses in England. This prohibition ended during the reign of Charles II in part because he enjoyed watching actresses on stage. Specifically, Charles II issued letters patent to Thomas Killigrew and William Davenant, granting them the monopoly right to form two London theatre companies to perform "serious" drama, and the letters patent were reissued in 1662 with revisions allowing actresses to perform for the first time.According to the OED, the first occurrence of the term actress was in 1608 and is ascribed to Middleton. In the 19th century, many viewed women in acting negatively, as actresses were often courtesans and associated with promiscuity. Despite these prejudices, the 19th century also saw the first female acting "stars", most notably Sarah Bernhardt.In Japan, onnagata, or men taking on female roles, were used in kabuki theatre when women were banned from performing on stage during the Edo period; this convention continues. In some forms of Chinese drama such as Beijing opera, men traditionally performed all the roles, including female roles, while in Shaoxing opera women often play all roles, including male ones.In modern times, women occasionally played the roles of boys or young men. For example, the stage role of Peter Pan is traditionally played by a woman, as are most principal boys in British pantomime. Opera has several "breeches roles" traditionally sung by women, usually mezzo-sopranos. Examples are Hansel in Hänsel und Gretel, Cherubino in The Marriage of Figaro and Octavian in Der Rosenkavalier.
Women playing male roles are uncommon in film, with notable exceptions. In 1982, Stina Ekblad played the mysterious Ismael Retzinsky in Fanny and Alexander, and Linda Hunt received the Academy Award for Best Supporting Actress for playing Billy Kwan in The Year of Living Dangerously. In 2007, Cate Blanchett was nominated for the Academy Award for Best Supporting Actress for playing Jude Quinn, a fictionalized representation of Bob Dylan in the 1960s, in I'm Not There.
In the 2000s, women playing men in live theatre is particularly common in presentations of older plays, such as Shakespearean works with large numbers of male characters in roles where gender is inconsequential.Having an actor dress as the opposite sex for comic effect is also a long-standing tradition in comic theatre and film. Most of Shakespeare's comedies include instances of overt cross-dressing, such as Francis Flute in A Midsummer Night's Dream. The movie A Funny Thing Happened on the Way to the Forum stars Jack Gilford dressing as a young bride. Tony Curtis and Jack Lemmon famously posed as women to escape gangsters in the Billy Wilder film Some Like It Hot. Cross-dressing for comic effect was a frequently used device in most of the Carry On films. Dustin Hoffman and Robin Williams have each appeared in a hit comedy film (Tootsie and Mrs. Doubtfire, respectively) in which they played most scenes dressed as a woman.
Occasionally, the issue is further complicated, for example, by a woman playing a woman acting as a man—who then pretends to be a woman, such as Julie Andrews in Victor/Victoria, or Gwyneth Paltrow in Shakespeare in Love. In It's Pat: The Movie, film-watchers never learn the gender of the androgynous main characters Pat and Chris (played by Julia Sweeney and Dave Foley). Similarly, in the aforementioned example of The Marriage of Figaro, there is a scene in which Cherubino (a male character portrayed by a woman) dresses up and acts like a woman; the other characters in the scene are aware of a single level of gender role obfuscation, while the audience is aware of two levels.
A few modern roles are played by a member of the opposite sex to emphasize the gender fluidity of the role. Edna Turnblad in Hairspray was played by Divine in the 1988 original film, Harvey Fierstein in the Broadway musical, and John Travolta in the 2007 movie musical. Eddie Redmayne was nominated for an Academy Award for playing Lili Elbe (a trans woman) in 2015's The Danish Girl.
== The term actress ==
In contrast to Ancient Greek theatre, Ancient Roman theatre did allow female performers. While the majority of them were seldom employed in speaking roles but rather for dancing, there was a minority of actresses in Rome employed in speaking roles, and also those who achieved wealth, fame and recognition for their art, such as Eucharis, Dionysia, Galeria Copiola and Fabia Arete, and they also formed their own acting guild, the Sociae Mimae, which was evidently quite wealthy. The profession seemingly died out in late antiquity.
While women did not begin to perform onstage in England until the second half of the 17th century, they did appear in Italy, Spain and France from the late 16th-century onward. Lucrezia Di Siena, whose name is on an acting contract in Rome from 10 October 1564, has been referred to as the first Italian actress known by name, with Vincenza Armani and Barbara Flaminia as the first primadonnas and the first well-documented actresses in Italy (and Europe).After 1660 in England, when women first started to appear on stage, the terms actor or actress were initially used interchangeably for female performers, but later, influenced by the French actrice, actress became the commonly used term for women in theater and film. The etymology is a simple derivation from actor with -ess added. When referring to groups of performers of both sexes, actors is preferred.Within the profession, the re-adoption of the neutral term dates to the post-war period of the 1950 and '60s, when the contributions of women to cultural life in general were being reviewed. When The Observer and The Guardian published their new joint style guide in 2010, it stated "Use ['actor'] for both male and female actors; do not use actress except when in name of award, e.g. Oscar for best actress". The guide's authors stated that "actress comes into the same category as authoress, comedienne, manageress, 'lady doctor', 'male nurse' and similar obsolete terms that date from a time when professions were largely the preserve of one sex (usually men)." (See male as norm.) "As Whoopi Goldberg put it in an interview with the paper: 'An actress can only play a woman. I'm an actor – I can play anything.'" The UK performers' union Equity has no policy on the use of "actor" or "actress". An Equity spokesperson said that the union does not believe that there is a consensus on the matter and stated that the "...subject divides the profession". In 2009, the Los Angeles Times stated that "Actress" remains the common term used in major acting awards given to female recipients (e.g., Academy Award for Best Actress).
With regard to the cinema of the United States, the gender-neutral term "player" was common in film in the silent film era and the early days of the Motion Picture Production Code, but in the 2000s in a film context, it is generally deemed archaic. However, "player" remains in use in the theatre, often incorporated into the name of a theatre group or company, such as the American Players, the East West Players, etc. Also, actors in improvisational theatre may be referred to as "players".
== Compensation ==
=== Gender pay gap ===
In 2015, Forbes reported that "...just 21 of the 100 top-grossing films of 2014 featured a female lead or co-lead, while only 28.1% of characters in 100 top-grossing films were female...". "In the U.S., there is an "industry-wide [gap] in salaries of all scales. On average, white women earn 78 cents to every dollar a white man makes, while Hispanic women earn 56 cents to a white male's dollar, black women 64 cents and Native American women just 59 cents to that." Forbes' analysis of US acting salaries in 2013 determined that the "...men on Forbes' list of top-paid actors for that year made 2+1/2 times as much money as the top-paid actresses. That means that Hollywood's best-compensated actresses made just 40 cents for every dollar that the best-compensated men made."
== Types ==
Actors working in theatre, film, television, and radio have to learn specific skills. Techniques that work well in one type of acting may not work well in another type of acting.
=== In theatre ===
To act on stage, actors need to learn the stage directions that appear in the script, such as "Stage Left" and "Stage Right". These directions are based on the actor's point of view as they stand on the stage facing the audience. Actors also have to learn the meaning of the stage directions "Upstage" (away from the audience) and "Downstage" (towards the audience). Theatre actors need to learn blocking, which is "...where and how an actor moves on the stage during a play". Most scripts specify some blocking. The Director also gives instructions on blocking, such as crossing the stage or picking up and using a prop.Some theater actors need to learn stage combat, which is simulated fighting on stage. Actors may have to simulate hand-to-hand fighting or sword-fighting. Actors are coached by fight directors, who help them learn the choreographed sequence of fight actions.
=== In film ===
==== Silent films ====
From 1894 to the late 1920s, movies were silent films. Silent film actors emphasized body language and facial expression, so that the audience could better understand what an actor was feeling and portraying on screen. Much silent film acting is apt to strike modern-day audiences as simplistic or campy. The melodramatic acting style was in some cases a habit actors transferred from their former stage experience. Vaudeville theatre was an especially popular origin for many American silent film actors. The pervading presence of stage actors in film was the cause of this outburst from director Marshall Neilan in 1917: "The sooner the stage people who have come into pictures get out, the better for the pictures". In other cases, directors such as John Griffith Wray required their actors to deliver larger-than-life expressions for emphasis. As early as 1914, American viewers had begun to make known their preference for greater naturalness on screen.Pioneering film directors in Europe and the United States recognized the different limitations and freedoms of the mediums of stage and screen by the early 1910s. Silent films became less vaudevillian in the mid-1910s, as the differences between stage and screen became apparent. Due to the work of directors such as D W Griffith, cinematography became less stage-like, and the then-revolutionary close-up shot allowed subtle and naturalistic acting. In America, D.W. Griffith's company Biograph Studios, became known for its innovative direction and acting, conducted to suit the cinema rather than the stage. Griffith realized that theatrical acting did not look good on film and required his actors and actresses to go through weeks of film acting training.Lillian Gish has been called film's "first true actress" for her work in the period, as she pioneered new film performing techniques, recognizing the crucial differences between stage and screen acting. Directors such as Albert Capellani and Maurice Tourneur began to insist on naturalism in their films. By the mid-1920s many American silent films had adopted a more naturalistic acting style, though not all actors and directors accepted naturalistic, low-key acting straight away; as late as 1927, films featuring expressionistic acting styles, such as Metropolis, were still being released.According to Anton Kaes, a silent film scholar from the University of Wisconsin, American silent cinema began to see a shift in acting techniques between 1913 and 1921, influenced by techniques found in German silent film. This is mainly attributed to the influx of emigrants from the Weimar Republic, "including film directors, producers, cameramen, lighting and stage technicians, as well as actors and actresses".
==== The advent of sound in film ====
Film actors have to learn to get used to and be comfortable with a camera being in front of them. Film actors need to learn to find and stay on their "mark." This is a position on the floor marked with tape. This position is where the lights and camera focus are optimized. Film actors also need to learn how to prepare well and perform well on-screen tests. Screen tests are a filmed audition of part of the script.
Unlike theater actors, who develop characters for repeat performances, film actors lack continuity, forcing them to come to all scenes (sometimes shot in reverse of the order in which they ultimately appear) with a fully developed character already."Since film captures even the smallest gesture and magnifies it..., cinema demands a less flamboyant and stylized bodily performance from the actor than does the theater." "The performance of emotion is the most difficult aspect of film acting to master: ...the film actor must rely on subtle facial ticks, quivers, and tiny lifts of the eyebrow to create a believable character." Some theatre stars "...have made the theater-to-cinema transition quite successfully (Laurence Olivier, Glenn Close, and Julie Andrews, for instance), others have not..."
=== In television ===
"On a television set, there are typically several cameras angled at the set. Actors who are new to on-screen acting can get confused about which camera to look into." TV actors need to learn to use lav mics (Lavaliere microphones). TV actors need to understand the concept of "frame". "The term frame refers to the area that the camera's lens is capturing." Within the acting industry, there are four types of television roles one could land on a show. Each type varies in prominence, frequency of appearance, and pay. The first is known as a series regular—the main actors on the show as part of the permanent cast. Actors in recurring roles are under contract to appear in multiple episodes of a series. A co-star role is a small speaking role that usually only appears in one episode. A guest star is a larger role than a co-star role, and the character is often the central focus of the episode or integral to the plot.
=== In radio ===
Radio drama is a dramatized, purely acoustic performance, broadcast on radio or published on audio media, such as tape or CD. With no visual component, radio drama depends on dialogue, music and sound effects to help the listener imagine the characters and story: "It is auditory in the physical dimension but equally powerful as a visual force in the psychological dimension."Radio drama achieved widespread popularity within a decade of its initial development in the 1920s. By the 1940s, it was a leading international popular entertainment. With the advent of television in the 1950s, however, radio drama lost some of its popularity, and in some countries has never regained large audiences. However, recordings of OTR (old-time radio) survive today in the audio archives of collectors and museums, as well as several online sites such as Internet Archive.
As of 2011, radio drama has a minimal presence on terrestrial radio in the United States. Much of American radio drama is restricted to rebroadcasts or podcasts of programs from previous decades. However, other nations still have thriving traditions of radio drama. In the United Kingdom, for example, the BBC produces and broadcasts hundreds of new radio plays each year on Radio 3, Radio 4, and Radio 4 Extra. Podcasting has also offered the means of creating new radio dramas, in addition to the distribution of vintage programs.
The terms "audio drama" or "audio theatre" are sometimes used synonymously with "radio drama" with one possible distinction: audio drama or audio theatre may not necessarily be intended specifically for broadcast on radio. Audio drama, whether newly produced or OTR classics, can be found on CDs, cassette tapes, podcasts, webcasts, and conventional broadcast radio.
Thanks to advances in digital recording and Internet distribution, radio drama is experiencing a revival.
== See also ==
== References ==
=== Sources ===
Csapo, Eric, and William J. Slater. 1994. The Context of Ancient Drama. Ann Arbor: The U of Michigan P. ISBN 0-472-08275-2.
Elam, Keir. 1980. The Semiotics of Theatre and Drama. New Accents Ser. London and New York: Methuen. ISBN 0-416-72060-9.
Weimann, Robert. 1978. Shakespeare and the Popular Tradition in the Theater: Studies in the Social Dimension of Dramatic Form and Function. Ed. Robert Schwartz. Baltimore and London: The Johns Hopkins University Press. ISBN 0-8018-3506-2.
== Further reading ==
An Actor's Work by Constantin Stanislavski
A Dream of Passion: The Development of the Method by Lee Strasberg (Plume Books, ISBN 0-452-26198-8, 1990)
Sanford Meisner on Acting by Sanford Meisner (Vintage, ISBN 0-394-75059-4, 1987)
Letters to a Young Actor by Robert Brustein (Basic Books, ISBN 0-465-00806-2, 2005)
The Empty Space by Peter Brook (1st ed by Atheneum, ISBN 0-689-70558-1, 1968)
The Technique of Acting by Stella Adler (Bantam Books, ISBN 0-553-05299-3, 1988)
== External links ==
Screen Actors Guild (SAG): a union representing U. S. film and TV actors.
Actors' Equity Association (AEA): a union representing U. S. theatre actors and stage managers.
American Federation of Television and Radio Artists (AFTRA): a union representing U. S. television and radio actors and broadcasters (on-air journalists, etc.).
British Actors' Equity: a trade union representing UK artists, including actors, singers, dancers, choreographers, stage managers, theatre directors and designers, variety and circus artists, television and radio presenters, walk-on and supporting artists, stunt performers and directors and theatre fight directors.
Media Entertainment & Arts Alliance: an Australian/New Zealand trade union representing everyone in the media, entertainment, sports, and arts industries.
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Eudicots
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The eudicots, Eudicotidae, or eudicotyledons are a clade of flowering plants mainly characterized by having two seed leaves upon germination. The term derives from Dicotyledons.
Traditionally they were called tricolpates or non-magnoliid dicots by previous authors. The botanical terms were introduced in 1991 by evolutionary botanist James A. Doyle and paleobotanist Carol L. Hotton to emphasize the later evolutionary divergence of tricolpate dicots from earlier, less specialized, dicots.Numerous familiar plants are eudicots, including many common food plants, trees, and ornamentals. Some common and familiar eudicots include sunflower, dandelion, forget-me-not, cabbage, apple, buttercup, maple, and macadamia. Most leafy trees of midlatitudes also belong to eudicots, with notable exceptions being magnolias and tulip trees which belong to the magnoliids, and Ginkgo biloba, which is not an angiosperm.
== Description ==
The close relationships among flowering plants with tricolpate pollen grains was initially seen in morphological studies of shared derived characters. These plants have a distinct trait in their pollen grains of exhibiting three colpi or grooves paralleling the polar axis.Later molecular evidence confirmed the genetic basis for the evolutionary relationships among flowering plants with tricolpate pollen grains and dicotyledonous traits. The term means "true dicotyledons", as it contains the majority of plants that have been considered dicots and have characteristics of the dicots. One of the genetic traits which defines the eudicots is the duplication of DELLA protein‐encoding genes in their most recent common ancestor. The term "eudicots" has subsequently been widely adopted in botany to refer to one of the two largest clades of angiosperms (constituting over 70% of the angiosperm species), monocots being the other. The remaining angiosperms include magnoliids and what are sometimes referred to as basal angiosperms or paleodicots, but these terms have not been widely or consistently adopted, as they do not refer to a monophyletic group.
== Taxonomy ==
The earlier name for the eudicots is tricolpates, a name which refers to the grooved structure of the pollen. Members of the group have tricolpate pollen, or forms derived from it. These pollens have three or more pores set in furrows called colpi. In contrast, most of the other seed plants (that is the gymnosperms, the monocots and the paleodicots) produce monosulcate pollen, with a single pore set in a differently oriented groove called the sulcus. The name "tricolpates" is preferred by some botanists to avoid confusion with the dicots, a nonmonophyletic group.The name "eudicots" (plural) is used in the APG systems (from APG system, of 1998, to APG IV system, of 2016) for classification of angiosperms. It is applied to a clade, a monophyletic group, which includes most of the (former) dicots.
"Tricolpate" is a synonym for the "Eudicot" monophyletic group, the "true dicotyledons" (which are distinguished from all other flowering plants by their tricolpate pollen structure). The number of pollen grain furrows or pores helps classify the flowering plants, with eudicots having three colpi (tricolpate), and other groups having one sulcus.Pollen apertures are any modification of the wall of the pollen grain. These modifications include thinning, ridges and pores, they serve as an exit for the pollen contents and allow shrinking and swelling of the grain caused by changes in moisture content. The elongated apertures/ furrows in the pollen grain are called colpi (singular colpus), which, along with pores, are a chief criterion for identifying the pollen classes.
== Subdivisions ==
The eudicots can be divided into two groups: the basal eudicots and the core eudicots. Basal eudicot is an informal name for a paraphyletic group. The core eudicots are a monophyletic group. A 2010 study suggested the core eudicots can be divided into two clades, Gunnerales and a clade called Pentapetalae, comprising all the remaining core eudicots.The Pentapetalae can be then divided into three clades:
Dilleniales
superrosids consisting of Saxifragales and rosids (the APG IV system includes the Vitales in the rosids)
superasterids consisting of Santalales, Berberidopsidales, Caryophyllales and asteridsThis division of the eudicots is shown in the following cladogram:
The following is a more detailed breakdown according to APG IV, showing within each clade and orders:
clade Eudicots
order Ranunculales
order Proteales
order Trochodendrales
order Buxales
clade Core eudicots
order Gunnerales
order Dilleniales
clade Superrosids
order Saxifragales
clade Rosids
order Vitales
clade Fabids
order Fabales
order Rosales
order Fagales
order Cucurbitales
order Oxalidales
order Malpighiales
order Celastrales
order Zygophyllales
clade Malvids
order Geraniales
order Myrtales
order Crossosomatales
order Picramniales
order Malvales
order Brassicales
order Huerteales
order Sapindales
clade Superasterids
order Berberidopsidales
order Santalales
order Caryophyllales
clade Asterids
order Cornales
order Ericales
clade Campanulids
order Aquifoliales
order Asterales
order Escalloniales
order Bruniales
order Apiales
order Dipsacales
order Paracryphiales
clade Lamiids
order Solanales
order Lamiales
order Vahliales
order Gentianales
order Boraginales
order Garryales
order Metteniusales
order Icacinales
== References ==
== Bibliography ==
== External links ==
"Eudicots" at the Encyclopedia of Life
Eudicots, Tree of Life Web Project
Dicots Archived 2015-02-24 at the Wayback Machine Plant Life Forms
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Virginia
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Virginia, officially the Commonwealth of Virginia, is a state in the Mid-Atlantic and Southeastern regions of the United States between the Atlantic Coast and the Appalachian Mountains. The state's capital is Richmond, its most populous city is Virginia Beach, and Fairfax County is the state's most populous political subdivision. Virginia's population in 2022 was over 8.68 million, with 35% living within the Greater Washington metropolitan area. The Blue Ridge Mountains cross the western and southwestern parts of the state, while the state's central region lies mostly within the Piedmont. Eastern Virginia is part of the Atlantic Plain, with the Middle Peninsula forming the mouth of the Chesapeake Bay.
Virginia's history begins with several Indigenous groups, including the Powhatan. In 1607, the London Company established the Colony of Virginia as the first permanent English colony in the New World. Virginia's state nickname, the Old Dominion, is a reference to this status. Slave labor and land from displaced native tribes fueled the growing plantation economy, but also fueled conflicts both inside and outside the colony. Virginia was one of the original Thirteen Colonies in the American Revolution, during which several key battles were fought there. More major battles were fought in Virginia during the American Civil War, which split the state as the government in Richmond joined the Confederacy, but many northwestern counties remained loyal to the Union and separated as the state of West Virginia in 1863. Although the state was under one-party rule for nearly a century following the Reconstruction era, both major political parties are competitive in modern Virginia.
Virginia's state legislature is the Virginia General Assembly, which was established in July 1619, making it the oldest current law-making body in North America. It is made up of a 40-member Senate and a 100-member House of Delegates. Unlike other states, cities and counties in Virginia function as equals, but the state government manages most local roads inside each. It is also the only state where governors are prohibited from serving consecutive terms. Virginia's economy is diverse with a strong agriculture industry in the Shenandoah Valley; high-tech and federal agencies in Northern Virginia, including the headquarters of the U.S. Department of Defense and Central Intelligence Agency; and military facilities in Hampton Roads, the site of the region's main seaport.
== History ==
=== Earliest inhabitants ===
Nomadic hunters are estimated to have arrived in Virginia around 17,000 years ago. Evidence from Daugherty's Cave in Russell County shows it was regularly used as a rock shelter by 9,800 years ago. During the late Woodland period (500–1000 CE), tribes coalesced, and farming, first of corn and squash, began, with beans and tobacco arriving from the southwest and Mexico by the end of the period. Palisaded towns began to be built around 1200, and the native population in the current boundaries of Virginia reached around 50,000 in the 1500s. Large groups in the area at that time included the Algonquian in the Tidewater region, which they referred to as Tsenacommacah, the Iroquoian-speaking Nottoway and Meherrin to the north and south, and the Tutelo, who spoke Siouan, to the west.In response to threats from these other groups to their trade network, thirty or so Virginia Algonquian-speaking tribes consolidated during the 1570s under Wahunsenacawh, known in English as Chief Powhatan. Powhatan controlled more than 150 settlements that had total population of around 15,000 in 1607. Three-fourths of the native population in Virginia, however, died from smallpox and other Old World diseases during that century, disrupting their oral traditions and complicating research into earlier periods. Additionally, many primary sources, including those that mention Powhatan's daughter, Pocahontas, were created by Europeans, who may have held biases or misunderstood native social structures and customs.
=== Colony ===
Several European expeditions, including a group of Spanish Jesuits, explored the Chesapeake Bay during the 16th century. To help counter Spain's colonies in the Caribbean, Queen Elizabeth I of England supported Walter Raleigh's April 1584 expedition to the Atlantic coast of North America. The name "Virginia" was used by Captain Arthur Barlowe in the expedition's report, and may have been suggested that year by Raleigh or Elizabeth, perhaps noting her status as the "Virgin Queen" or that they viewed the land as being untouched, and may also be related to an Algonquin phrase, Wingandacoa or Windgancon, or leader's name, Wingina, as heard by the expedition. The name initially applied to the entire coastal region from South Carolina in the south to Maine in the north, along with the island of Bermuda. Raleigh's colony failed disastrously, but his ideas persisted, and in 1606, King James I issued a charter for a new colony to the London Company. They financed an expedition under Christopher Newport that crossed the Atlantic and established a settlement named Jamestown in May 1607.Though more settlers soon joined, many were ill prepared for the dangers of the new settlement. As the colony's President, John Smith secured food from nearby tribes, but after he left in 1609, this trade stopped and a series of conflicts with Chief Powhatan and his brother began, resulting in mass starvation that winter and a cycle of ambush-style killings by both sides. By the end of the colony's first fourteen years, over eighty percent of the roughly eight thousand settlers transported there had died. Demand for exported tobacco, however, fueled the need for more workers. Starting in 1618, the headright system tried to solve this by granting colonists farmland for their help attracting indentured servants. Enslaved Africans were first sold in Virginia in 1619. Though other Africans arrived under the rules of indentured servitude, and could be freed after four to seven years, the basis for lifelong slavery was developed in legal cases like those of John Punch in 1640 and John Casor in 1655. Laws passed in Jamestown defined slavery as race-based in 1661, as inherited maternally in 1662, and as enforceable by death in 1669.
From the colony's start, residents agitated for greater local control, and in 1619, certain male colonists began electing representatives to an assembly, later called the House of Burgesses, that negotiated issues with the governing council appointed by the London Company. Unhappy with this arrangement, the monarchy revoked the Company's charter and began directly naming governors and Council members in 1624. In 1635, colonists arrested a governor who ignored the assembly and sent him back to England against his will. The turmoil of the English Civil War permitted the assembly greater autonomy and power during the 1640s and 1650s, and many supporters of the king fled to the colony, becoming known as "Virginia Cavaliers." After the 1660 Restoration, newly-reempowered Governor William Berkeley blocked assembly elections and exacerbated the class divide by disenfranchising and restricting the movement of indentured servants, who made up around eighty percent of the colony's workforce. On the colony's frontier, Piedmont tribes like the Tutelo and Doeg were being squeezed by Seneca raiders from the north, leading to more confrontations with colonists. In 1676, several hundred working-class followers of Nathaniel Bacon, upset with Berkeley's refusal to retaliate against the tribes, burned Jamestown.Bacon's Rebellion forced the signing of Bacon's Laws, which restored some of the colony's rights and sanctioned both attacks on native tribes and the enslavement of their men and women. The Treaty of 1677 further reduced the independence of the tribes that signed it, and aided the colony's assimilation of their land in the years that followed. Colonists in the 1700s were pushing westward into this area held by the Seneca and their larger Iroquois group, and in 1748, a group of wealthy speculators, backed by the British monarchy, formed the Ohio Company to start English settlement and trade in the Ohio Country west of the Appalachian Mountains. The Kingdom of France, which claimed this area as part of their colony of New France, viewed this as a threat, and in 1754 the French and Indian War engulfed England, France, the Iroquois, and other allied tribes on both sides. A militia from several British colonies, called the Virginia Regiment, was led by 21-year-old Major George Washington, himself one of the investors in the Ohio Company.
=== Statehood ===
In the decade following the French and Indian War, the British Parliament under prime ministers Grenville, Chatham, and North passed new taxes on various colonial activities. These were deeply unpopular in the colonies, and in the House of Burgesses, opposition to taxation without representation was led by Patrick Henry and Richard Henry Lee, among others. Virginians began to coordinate their actions with other colonies in 1773 and sent delegates to the Continental Congress the following year. After the House of Burgesses was dissolved in 1774 by the royal governor, Virginia's revolutionary leaders continued to govern via the Virginia Conventions. On May 15, 1776, the Convention declared Virginia's independence from the British Empire and adopted George Mason's Virginia Declaration of Rights, which was then included in a new constitution that designated Virginia as a commonwealth, using a translation of the Latin term res publica. Another Virginian, Thomas Jefferson, drew upon Mason's work in drafting the national Declaration of Independence.After the American Revolutionary War began in 1776, George Washington was selected by the Second Continental Congress in Philadelphia to head the Continental Army, and many Virginians joined the army and other revolutionary militias. Virginia was the first colony to ratify the Articles of Confederation in December 1777. In April 1780, the capital was moved to Richmond at the urging of Governor Thomas Jefferson, who feared that Williamsburg's coastal location would make it vulnerable to British attack. British forces indeed landed around Portsmouth in October 1780, and soldiers under Benedict Arnold managed to raid Richmond in January 1781. The British army had over seven thousand soldiers and twenty-five warships stationed in Virginia at the beginning of 1781, but General Charles Cornwallis and his superiors were indecisive, and maneuvers by the three thousand soldiers under the Marquis de Lafayette and twenty-nine allied French warships together managed to confine the British to a swampy area of the Virginia Peninsula in September. Around sixteen thousand soldiers under George Washington and Comte de Rochambeau quickly converged there and defeated Cornwallis in the siege of Yorktown. His surrender on October 19, 1781, led to peace negotiations in Paris and secured the independence of the colonies.Virginians were instrumental in the new country's early years and in writing the United States Constitution. James Madison drafted the Virginia Plan in 1787 and the Bill of Rights in 1789. Virginia ratified the Constitution on June 25, 1788. The three-fifths compromise ensured that Virginia, with its large number of slaves, initially had the largest bloc in the House of Representatives. Together with the Virginia dynasty of presidents, this gave the Commonwealth national importance. In 1790, both Virginia and Maryland ceded territory to form the new District of Columbia, though the Virginian area was retroceded in 1846. Virginia is called the "Mother of States" because of its role in being carved into states such as Kentucky, which became the fifteenth state in 1792, and for the numbers of American pioneers born in Virginia.
=== Civil War ===
Between 1790 and 1860, the number of slaves in Virginia rose from around 290 thousand to over 490 thousand, roughly one-third of the state population during that time, and the number of slave owners rose to over 50 thousand, both the most in the U.S. The boom in cotton production across the South using cotton gins increased the amount of labor needed for harvesting raw cotton, but new federal laws prohibited the importation of additional slaves from abroad. Years of monoculture tobacco farming had also degraded Virginia's agricultural productivity. In response to these factors, Virginia plantations increasingly turned to exporting slaves, which broke up countless families and made the breeding of slaves, often through rape, a profitable business for their owners. Slaves in the Richmond area were also forced into industrial jobs, including mining and shipbuilding. The failed slave uprisings of Gabriel Prosser in 1800, George Boxley in 1815, and Nat Turner in 1831, however, marked the growing resistance to the system of slavery. Afraid of further uprisings, Virginia's government in the 1830s encouraged free Blacks to migrate to Liberia.On October 16, 1859, abolitionist John Brown led a raid on an armory in Harpers Ferry, Virginia, in an attempt to start a slave revolt across the southern states. The polarized national response to his raid, capture, trial, and execution in Charles Town that December marked a tipping point for many who believed the end of slavery would need to be achieved by force. Abraham Lincoln's 1860 election further convinced many southern supporters of slavery that his opposition to its expansion would ultimately mean the end of slavery across the country. In South Carolina, the first state to secede to preserve the institution of slavery, a regiment loyal to the newly-formed Confederate States of America seized Fort Sumter on April 14, 1861, prompting President Lincoln to call for a federal army of 75,000 men from state militias the next day.
In Virginia, a special convention called by the legislature voted on April 17 to secede on the condition it was approved in a referendum the next month. The convention then voted to join the Confederacy, which named Richmond its capital on May 20. During the May 23 referendum, armed pro-Confederate groups prevented the casting and counting of votes from many northwestern counties that opposed secession. Representatives from 27 of these counties instead began the Wheeling Convention that month, which organized a government loyal to the Union and led to the separation of West Virginia as a new state.The armies of the Union and Confederacy first met on July 21, 1861, in Battle of Bull Run near Manassas, Virginia, where a Confederate victory established that the war would not be easily decided. Union General George B. McClellan organized the Army of the Potomac, which landed on the Virginia Peninsula in March 1862 and reached the outskirts of Richmond that June. With Confederate General Joseph E. Johnston wounded in fighting outside the city, command of his Army of Northern Virginia fell to Robert E. Lee. Over the next month, Lee drove the Union army back, and starting that September led the first of several invasions into Union territory. During the next three years of war, more battles were fought in Virginia than anywhere else, including the battles of Fredericksburg, Chancellorsville, Spotsylvania, and the concluding Battle of Appomattox Court House, where Lee surrendered on April 9, 1865. After the capture of Richmond that month, the state capital was briefly moved to Lynchburg, while the Confederate leadership fled to Danville. 32,751 Virginians died in the Civil War.
=== Reconstruction and Jim Crow ===
Virginia was formally restored to the United States in 1870, due to the work of the Committee of Nine. During the post-war Reconstruction era, African Americans were able to unite in communities, particularly around Richmond, Danville, and the Tidewater region, and take a greater role in Virginia society, as many achieved some land ownership during the 1870s. Virginia adopted a constitution in 1868 which guaranteed political, civil, and voting rights, and provided for free public schools. However, with many railroad lines and other infrastructure investments destroyed during the Civil War, the Commonwealth was deeply in debt, and in the late 1870s redirected money from public schools to pay bondholders. The Readjuster Party formed in 1877 and won legislative power in 1879 by uniting Black and white Virginians behind a shared opposition to debt payments and the perceived plantation elites.The Readjusters focused on building up schools, like Virginia Tech and Virginia State, and successfully forced West Virginia to share in the pre-war debt. But in 1883, they were divided by a proposed repeal of anti-miscegenation laws, and days before that year's election, a riot in Danville, involving armed policemen, left four Black men and one white man dead. These events motivated a push by white supremacists to seize political power through voter suppression, and segregationists in the Democratic Party won the legislature that year and maintained control for decades. They passed Jim Crow laws and in 1902 rewrote the state constitution to include a poll tax and other voter registration measures that effectively disenfranchised most African Americans and many poor whites.New economic forces would meanwhile industrialize the Commonwealth. Virginian James Albert Bonsack invented the tobacco cigarette rolling machine in 1880 leading to new large-scale production centered around Richmond. Railroad magnate Collis Potter Huntington founded Newport News Shipbuilding in 1886, which was responsible for building six dreadnoughts, seven battleships, and 25 destroyers for the U.S. Navy between 1907 and 1923. During World War I, German submarines like U-151 attacked ships outside the port, which was a major site for transportation of both soldiers and supplies. A homecoming parade to honor African-American veterans returning from the war was attacked in July 1919 as part of a renewed white-supremacy movement that was known as Red Summer. During World War II, the shipyard quadrupled its labor force to 70,000 by 1943, while the Radford Arsenal outside Blacksburg had 22,000 workers making explosives.
=== Civil rights to present ===
Protests against underfunded segregated schools started by Barbara Rose Johns in 1951 in Farmville led to the lawsuit Davis v. County School Board of Prince Edward County. This case, filed by Richmond natives Spottswood Robinson and Oliver Hill, was decided in 1954 with Brown v. Board of Education, which rejected the doctrine of "separate but equal". But, in 1956, under the policy of "massive resistance" led by the influential segregationist Senator Harry F. Byrd and his Byrd Organization, the Commonwealth prohibited desegregated local schools from receiving state or private funding as part of the Stanley Plan. After schools in many districts began closing in September 1958, state and district courts ruled the plan unconstitutional, and on February 2, 1959, the first Black students integrated schools in Arlington and Norfolk, where they were known as the Norfolk 17. Prince Edward County still refused to integrate, and closed their county school system in June 1959. The Supreme Court ordered the county's public schools to be, like others in the state, open and integrated in May 1964, which they finally did that September.The civil rights movement gained national support during the 1960s. Federal passage of the Civil Rights Act in June 1964 and Voting Rights Act in August 1965, and their later enforcement, helped end racial segregation in Virginia and overturn Jim Crow era state laws. In June 1967, the Supreme Court also struck down the state's ban on interracial marriage with Loving v. Virginia. In 1968, Governor Mills Godwin called a commission to rewrite the state constitution. The new constitution, which banned discrimination and removed articles that now violated federal law, passed in a referendum with 71.8% support and went into effect in June 1971. In 1977, Black members became the majority of Richmond's city council; in 1989, Douglas Wilder became the first African American elected as governor in the United States; and in 1992, Bobby Scott became the first Black congressman from Virginia since 1888.The expansion of federal government offices into Northern Virginia's suburbs during the Cold War boosted the region's population and economy. The Central Intelligence Agency outgrew their offices in Foggy Bottom during the Korean War, and moved to Langley in 1961, in part due to a decision by the National Security Council that the agency relocate outside the District of Columbia. The agency was involved in various Cold War events, and its headquarters was a target of Soviet espionage activities. The Pentagon, built in Arlington during World War II as the headquarters of the Department of Defense, was one of the targets of the September 11, 2001 attacks; 189 people died at the site when a jet passenger plane was flown into the building. Mass shootings at Virginia Tech in 2007 and in Virginia Beach in 2019 led to passage of gun control measures in 2020. Racial injustice and the presence of Confederate monuments in Virginia have also led to large demonstrations, including in August 2017, when a white supremacist drove his car into protesters, killing one, and in June 2020, when protests that were part of the larger Black Lives Matter movement brought about the removal of statues on Monument Avenue in Richmond and elsewhere.
== Geography ==
Virginia is located in the Mid-Atlantic and Southeastern regions of the United States. Virginia has a total area of 42,774.2 square miles (110,784.7 km2), including 3,180.13 square miles (8,236.5 km2) of water, making it the 35th-largest state by area. The Commonwealth is bordered by Maryland and Washington, D.C. to the north and east; by the Atlantic Ocean to the east; by North Carolina to the south; by Tennessee to the southwest; by Kentucky to the west; and by West Virginia to the north and west. Virginia's boundary with Maryland and Washington, D.C. extends to the low-water mark of the south shore of the Potomac River.The Commonwealth's southern border is defined as 36°30' north latitude, though surveyor error in the 1700s led to deviations of as much as three arcminutes as the North Carolina border moved west. Surveyors appointed by Virginia and Tennessee worked in 1802 and 1803 to reset the border as a line from the summit of White Top Mountain to the top of Tri-State Peak in the Cumberland Mountains. However, errors in this line were discovered in 1856, and the Virginia General Assembly proposed a new surveying commission in 1871. Representatives from Tennessee preferred to keep the 1803 line, and in 1893, the U.S. Supreme Court ruled in their state's favor in the case Virginia v. Tennessee. One result of this is the division of the city of Bristol between the two states.
=== Geology and terrain ===
The Chesapeake Bay separates the contiguous portion of the Commonwealth from the two-county peninsula of Virginia's Eastern Shore. The bay was formed from the drowned river valley of the ancient Susquehanna River. Many of Virginia's rivers flow into the Chesapeake Bay, including the Potomac, Rappahannock, York, and James, which create three peninsulas in the bay, traditionally referred to as "necks" named Northern Neck, Middle Peninsula, and the Virginia Peninsula from north to south. Sea level rise has eroded the land on Virginia's islands, which include Tangier Island in the bay and Chincoteague, one of 23 barrier islands on the Atlantic coast.The Tidewater is a coastal plain between the Atlantic coast and the fall line. It includes the Eastern Shore and major estuaries of Chesapeake Bay. The Piedmont is a series of sedimentary and igneous rock-based foothills east of the mountains which were formed in the Mesozoic era. The region, known for its heavy clay soil, includes the Southwest Mountains around Charlottesville. The Blue Ridge Mountains are a physiographic province of the Appalachian Mountains with the highest points in the Commonwealth, the tallest being Mount Rogers at 5,729 feet (1,746 m). The Ridge-and-Valley region is west of the mountains, carbonate rock based, and includes the Massanutten Mountain ridge and the Great Appalachian Valley, which is called the Shenandoah Valley in Virginia, named after the river of the same name that flows through it. The Cumberland Plateau and Cumberland Mountains are in the southwest corner of Virginia, south of the Allegheny Plateau. In this region, rivers flow northwest, with a dendritic drainage system, into the Ohio River basin.The Virginia Seismic Zone has not had a history of regular earthquake activity. Earthquakes are rarely above 4.5 in magnitude, because Virginia is located away from the edges of the North American Plate. The Commonwealth's largest earthquake in at least a century, at a magnitude of 5.8, struck central Virginia on August 23, 2011, near Mineral. Due to the area's geologic properties, this earthquake was felt from Northern Florida to Southern Ontario. 35 million years ago, a bolide impacted what is now eastern Virginia. The resulting Chesapeake Bay impact crater may explain what earthquakes and subsidence the region does experience. A meteor impact is also theorized as the source of Lake Drummond, the largest of the two natural lakes in the state.The Commonwealth's carbonate rock is filled with more than 4,000 limestone caves, ten of which are open for tourism, including the popular Luray Caverns and Skyline Caverns. Virginia's iconic Natural Bridge is also the remaining roof of a collapsed limestone cave. Coal mining takes place in the three mountainous regions at 45 distinct coal beds near Mesozoic basins. More than 72 million tons of other non-fuel resources, such as slate, kyanite, sand, or gravel, were also mined in Virginia in 2020. The largest-known deposits of uranium in the U.S. are under Coles Hill, Virginia. Despite a challenge that reached the U.S. Supreme Court twice, the state has banned its mining since 1982 due to environmental and public health concerns.
=== Climate ===
Virginia has a humid subtropical climate that transitions to humid continental west of the Blue Ridge Mountains. Seasonal extremes vary from average lows of 25 °F (−4 °C) in January to average highs of 86 °F (30 °C) in July. The Atlantic Ocean and Gulf Stream have a strong effect on eastern and southeastern coastal areas of the Commonwealth, making the climate there warmer and more constant. Most of Virginia's recorded extremes in temperature and precipitation have occurred in the Blue Ridge Mountains and areas west. Virginia receives an average of 43.49 inches (110 cm) of precipitation annually, with the Shenandoah Valley being the state's driest region due to the mountains on either side.Virginia has around 35–45 days with thunderstorms annually, and storms are common in the late afternoon and evenings between April and September. These months are also the most common for tornadoes, sixteen of which touched down in the Commonwealth in 2022. Hurricanes and tropical storms can occur from August to October, and though they typically impact coastal regions, the deadliest natural disaster in Virginia was Hurricane Camille, which killed over 150 people mainly in inland Nelson County in 1969. Between December and March, cold-air damming caused by the Appalachian Mountains can lead to significant snowfalls across the state, such as the January 2016 blizzard, which created the state's highest recorded one-day snowfall of 36.6 inches (93 cm) near Bluemont. On average, cities in Virginia can receive between 5.8–12.3 inches (15–31 cm) of snow annually, but recent winters have seen below-average snowfalls, and much of Virginia failed to register any measurable snow during 2022-2023 winter season.Part of this is due to climate change in Virginia, which is leading to higher temperatures year-round as well as more heavy rain and flooding events. Urban heat islands can be found in many Virginia cities and suburbs, particularly in neighborhoods linked to historic redlining. Fairfax County had the most code orange days in 2022 for high ozone pollution in the air, with five, followed by Arlington with four. The closure and conversion of coal power plants in Virginia and the Ohio Valley region has reduced haze in the mountains, which peaked in 1998. Exposure of particulate matter in Virginia's air has been cut in half from 13.5 micrograms per cubic meter in 2003, when coal provided half of Virginia's electricity, to 6.6 in 2022, when coal provided just 3.3%, less than renewables like solar power and biomass. Current plans call for 30% of the Commonwealth's electricity to be renewable by 2030 and for all to be carbon-free by 2050.
=== Ecosystem ===
Forests cover 62% of Virginia as of 2021, of which 80% is considered hardwood forest, meaning that trees in Virginia are primarily deciduous and broad-leaved. The other 20% is pine, with loblolly and shortleaf pine dominating much of central and eastern Virginia. In the western and mountainous parts of the Commonwealth, oak and hickory are most common, while lower altitudes are more likely to have small but dense stands of moisture-loving hemlocks and mosses in abundance. Spongy moth infestations in oak trees and the blight in chestnut trees have decreased both of their numbers, leaving more room for hickory and the invasive tree of heaven. In the lowland tidewater and Piedmont, yellow pines tend to dominate, with bald cypress wetland forests in the Great Dismal and Nottoway swamps. Other common trees include red spruce, Atlantic white cedar, tulip-poplar, and the flowering dogwood, the state tree and flower, as well as willows, ashes, and laurels. Plants like milkweed, dandelions, daisies, ferns, and Virginia creeper (which is featured on the state flag) are also common. The Thompson Wildlife Area in Fauquier is known for having one of the largest populations of trillium wildflowers in all of North America.White-tailed deer, one of 75 mammal species found in Virginia, rebounded from an estimated population of as few as 25,000 in the 1930s to over one million by the 2010s. Native carnivorans include black bears, who have a population of around five to six thousand in the state, as well as bobcats, coyotes, both gray and red foxes, raccoons, weasels and skunks. Rodents include groundhogs, nutria, beavers, both gray squirrels and fox squirrels, chipmunks, and Allegheny woodrats, while the seventeen bat species include brown bats and the Virginia big-eared bat, the state mammal. The Virginia opossum is also the only marsupial native to the United States and Canada, and the native Appalachian cottontail was recognized in 1992 as a distinct species of rabbit, one of three found in the state. Whales, dolphins, and porpoises have also been recorded in Virginia's coastal waters, with bottlenose dolphins being the most frequent aquatic mammals.Virginia's bird fauna consists of 422 counted species, of which 359 are regularly occurring, 41 are accidental (vagrant), 20 are hypothetical, and two are extinct; of the regularly occurring species, 214 have bred in Virginia, while the rest are winter residents or transients in Virginia. Water birds include sandpipers, wood ducks, and Virginia rail, while common inland examples include warblers, woodpeckers, and cardinals, the state bird. Birds of prey include osprey, broad-winged hawks, and barred owls. There are no species of bird endemic to the Commonwealth. Audubon recognizes 21 Important Bird Areas in the state. Peregrine falcons, whose numbers dramatically declined due to DDT pesticide poisoning in the middle of the 20th century, are the focus of conservation efforts in the state and a reintroduction program in Shenandoah National Park.Virginia has 226 species of freshwater fish from 25 families; the state's diverse array of fish species is attributable to its varied and humid climate, topography, interconnected river system, and lack of Pleistocene glaciers. The state's lakes and rivers are home to Eastern blacknose dace and sculpin on the Appalachian Plateau; smallmouth bass and redhorse sucker in the Ridge-and-Valley region; brook trout, the state fish, and Kanawha darter in the Blue Ridge; stripeback darter and Roanoke bass in the Piedmont; and swampfish, bluespotted sunfish, and pirate perch in the Tidewater. The Chesapeake Bay is host to clams, oysters, and 350 species of saltwater and estuarine fish, including the bay's most abundant finfish, the Bay anchovy, as well as the invasive blue catfish. An estimated 227 million Chesapeake blue crabs live in the bay as of 2022. There are 34 native species of crayfish, like the Big Sandy, which often inhabit rocky bottomed streambeds. Amphibians found in Virginia include the Cumberland Plateau salamander and Eastern hellbender, while the northern watersnake is the most common of the 32 snake species.
=== Protected lands ===
As of 2019, roughly 16.2% of land in the Commonwealth is protected by federal, state, and local governments and non-profits. Federal lands account for the majority, with thirty National Park Service units in the state, such as Great Falls Park and the Appalachian Trail, and one national park, Shenandoah. Shenandoah was established in 1935 and encompasses the scenic Skyline Drive. Almost forty percent of the park's total 199,173 acres (806 km2) area has been designated as wilderness under the National Wilderness Preservation System. The U.S. Forest Service administers the George Washington and Jefferson National Forests, which cover more than 1.6 million acres (6,500 km2) within Virginia's mountains, and continue into West Virginia and Kentucky. The Great Dismal Swamp National Wildlife Refuge also extends into North Carolina, as does the Back Bay National Wildlife Refuge, which marks the beginning of the Outer Banks.State agencies control about one-third of protected land in the state, and the Virginia Department of Conservation and Recreation manages over 75,900 acres (307.2 km2) in forty Virginia state parks and 59,222 acres (239.7 km2) in 65 Natural Area Preserves, plus three undeveloped parks. Breaks Interstate Park crosses the Kentucky border and is one of only two inter-state parks in the United States. Sustainable logging is allowed in 26 state forests managed by the Virginia Department of Forestry totaling 71,972 acres (291.3 km2), as is hunting in 44 Wildlife Management Areas run by the Virginia Department of Wildlife Resources covering over 205,000 acres (829.6 km2). The Chesapeake Bay is not a national park, but is protected by both state and federal legislation and the inter-state Chesapeake Bay Program, which conducts restoration on the bay and its watershed.
=== Cities and towns ===
Virginia is divided into 95 counties and 38 independent cities, which the U.S. Census Bureau describes as county-equivalents. This general method of treating cities and counties on par with each other is unique to Virginia and stretches back to the influence the city of Williamsburg had in the colonial period. Only three other independent cities exist elsewhere in the United States, each in a different state. The differences between counties and cities in Virginia are small and have to do with how each assess new taxes, whether a referendum is necessary to issue bonds, and with the application of Dillon's Rule, which limits the authority of cities and counties to countermand acts expressly allowed by the General Assembly. Within counties, there can also be incorporated towns, which do operate their own governments, and unincorporated communities, which do not. There are no further administrative subdivisions, such as villages or townships.
Over three million people, 35% of Virginians, live in the twenty jurisdictions collectively defined as Northern Virginia, which is part of the larger Washington metropolitan area and the Northeast megalopolis. Fairfax County, with more than 1.1 million residents, is Virginia's most populous jurisdiction, and has a major urban business and shopping center in Tysons, Virginia's largest office market. Neighboring Prince William County is Virginia's second most populous county, with a population exceeding 450,000, and is home to Marine Corps Base Quantico, the FBI Academy and Manassas National Battlefield Park. Loudoun County, with its county seat at Leesburg, is the fastest-growing county in the state. Arlington County is the smallest self-governing county in the U.S. by land area, and has considered reorganizing as an independent city due to its high density.Richmond is the capital of Virginia, and its city proper has a population of over 230,000, while its metropolitan area has over 1.3 million. As of 2021, Virginia Beach is the most populous independent city in the Commonwealth, with Chesapeake and Norfolk second and third, respectively. The three are part of the larger Hampton Roads metropolitan area, which has a population over 1.7 million people and is the site of the world's largest naval base, Naval Station Norfolk. Suffolk, which includes a portion of the Great Dismal Swamp, is the largest city by area at 429.1 square miles (1,111 km2). In western Virginia, Roanoke city and Montgomery County, part of the Blacksburg–Christiansburg metropolitan area, both have surpassed a population of over 100,000 since 2018.
== Demographics ==
The U.S. Census Bureau found the state resident population was 8,631,393 on April 1, 2020, a 7.9% increase since the 2010 census. Another 23,149 Virginians live overseas, giving the state a total population of 8,654,542. Virginia has the fourth largest overseas population of U.S. states due to its federal employees and military personnel. The fertility rate in Virginia as of 2020 was 55.8 per 1,000 females between the ages of 15 and 44, and the median age as of 2021 was the same as the national average of 38.8 years old, with the oldest city by median age being James City and the youngest being Lynchburg, home to several universities. The geographic center of population was located northwest of Richmond in Hanover County, as of 2020.Though still growing naturally as births outnumber deaths, Virginia has had a negative net migration rate since 2013, with 8,995 more people leaving the state than moving to it in 2021. This is largely credited to high home prices in Northern Virginia, which are driving residents there to relocate south, and although Raleigh is their top destination, in-state migration from Northern Virginia to Richmond increased by 36% in 2020 and 2021 compared to the annual average over the previous decade. Aside from Virginia, the top birth state for Virginians is New York, having overtaken North Carolina in the 1990s, with the Northeast accounting for the largest number of domestic migrants into the state by region. About twelve percent of residents were born outside the United States as of 2020. El Salvador is the most common foreign country of birth, with India, Mexico, South Korea, the Philippines, and Vietnam as other common birthplaces.
=== Race and ethnicity ===
The state's most populous racial group, non-Hispanic whites, has declined as a proportion of the population from 76% in 1990 to 58.6% in 2020, as other ethnicities have increased. Immigrants from the islands of Britain and Ireland settled throughout the Commonwealth during the colonial period, a time when roughly three-fourths of immigrants came as indentured servants. Those who identify on the census as having "American ethnicity" are predominantly of English descent, but have ancestors who have been in North America for so long they choose to identify simply as American. The western mountains have many settlements that were founded by Scotch-Irish immigrants before the American Revolution. There are also sizable numbers of people of German descent in the northwestern mountains and Shenandoah Valley, and 10.3% of Virginians are estimated to have German ancestry, as of 2020.
The largest minority group in Virginia are Blacks and African Americans, who include about one-fifth of the population. Virginia was a major destination of the Atlantic slave trade, and the first generations of enslaved men, women, and children were brought primarily from Angola and the Bight of Biafra. The Igbo ethnic group of what is now southern Nigeria were the single largest African group among slaves in Virginia. Blacks in Virginia also have more European ancestry than those in other southern states, and DNA analysis shows many have asymmetrical male and female ancestry contributions from before the Civil War, evidence of European fathers and African or Native American mothers during the time of slavery. Though the Black population was reduced by the Great Migration to northern industrial cities in the first half of the 20th century, since 1965 there has been a reverse migration of Blacks returning south. The Commonwealth has the highest number of Black-white interracial marriages in the United States, and 8.2% of Virginians describe themselves as multiracial.More recent immigration in the late 20th century and early 21st century has resulted in new communities of Hispanics and Asians. As of 2020, 10.5% of Virginia's total population describe themselves as Hispanic or Latino, and 8.8% as Asian. The state's Hispanic population rose by 92% from 2000 to 2010, with two-thirds of Hispanics in the state living in Northern Virginia. Northern Virginia also has a significant population of Vietnamese Americans, whose major wave of immigration followed the Vietnam War. Korean Americans have migrated more recently, attracted by the quality school system. The Filipino American community has about 45,000 in the Hampton Roads area, many of whom have ties to the U.S. Navy and armed forces.Tribal membership in Virginia is complicated by the legacy of the state's "pencil genocide" of intentionally categorizing Native Americans and Blacks together, and many tribal members do have African and European ancestry. In 2020, the U.S. Census Bureau found that only 0.5% of Virginians were exclusively American Indian or Alaska Native, though 2.1% were in some combination with other ethnicities. The state government has extended recognition to eleven Indigenous tribes resident in Virginia. Seven tribes also have federal recognition, including six that were recognized in 2018 after passage of bill named for activist Thomasina Jordan. The Pamunkey and Mattaponi have reservations on tributaries of the York River in the Tidewater region.
=== Languages ===
According to U.S. Census data as of 2019 on Virginia residents age five and older, 83.2% (6,683,027) speak English at home as a first language, while 16.8% (1,352,586) speak something other than English. Spanish is the next most commonly spoken language, with 7.6% (616,226) of Virginia households, though age is a factor, and 10.3% (139,312) of Virginians under age eighteen speak Spanish. 58.2% of Spanish speakers reported speaking English "very well", but again, of Spanish-speakers under age eighteen, 80.3% speak English "very well." Chinese languages, including Standard Mandarin and Cantonese, were the third most commonly spoken languages with around 0.8% of residents, followed by Vietnamese and Arabic, both with just over 0.7%, and then Korean and Tagalog, with 0.6% and 0.5% respectively.English was passed as the Commonwealth's official language by statutes in 1981 and again in 1996, though the status is not mandated by the Constitution of Virginia. While a more homogenized American English is found in urban areas, various accents are also used. The Piedmont region is known for its non-rhotic dialect's strong influence on Southern American English, and a BBC America study in 2014 ranked it as one of the most identifiable accents in American English. The Tidewater accent, sometimes described as a subset of the Old Virginia accent, evolved from the language that upper-class English typically spoke in the early Colonial period, while the Appalachian accent has much more influence from the English spoken by Scottish and Irish immigrants from that time. The English spoken on Tangier Island in the Chesapeake Bay, preserved by the island's isolation, contains many phrases and euphemisms not found anywhere else and is said to closely resemble Elizabethan English or "Restoration English."
=== Religion ===
Virginia is predominantly Christian and Protestant; Baptist denominations combined to form largest group with over a quarter of the population as of 2014. Baptist denominational groups in Virginia include the Baptist General Association of Virginia, with about 1,400 member churches, which supports both the Southern Baptist Convention and the moderate Cooperative Baptist Fellowship; and the Southern Baptist Conservatives of Virginia with more than 500 affiliated churches, which supports the Southern Baptist Convention. Roman Catholics are the next largest religious group with around twelve percent. The Roman Catholic Diocese of Arlington includes most of Northern Virginia's Catholic churches, while the Diocese of Richmond covers the rest of the state.
The United Methodist Church, representing about six percent of Virginians, has the Virginia Conference as their regional body in most of the Commonwealth, while the Holston Conference represents much of extreme Southwest Virginia. Around five percent of Virginians attend Pentecostal churches, while around three percent attend Presbyterian churches, which are split between the Presbyterian Church (USA) and the Presbyterian Church in America. The Lutheran Church, under the Virginia Synod, Congregational churches, and Episcopalian adherents each comprised less than two percent of the population as of 2014. The Episcopal Diocese of Virginia, Southern Virginia, and Southwestern Virginia support the various Episcopal churches.
In November 2006, fifteen conservative Episcopal churches voted to split from the Diocese of Virginia over the ordination of openly gay bishops and clergy in other dioceses of the Episcopal Church; these churches continue to claim affiliation with the larger Anglican Communion through other bodies outside the United States. Though Virginia law allows parishioners to determine their church's affiliation, the diocese claimed the secessionist churches' buildings and properties. The resulting property law case, ultimately decided in favor of the mainline diocese, was a test for Episcopal churches nationwide.Among other religions, adherents of the Church of Jesus Christ of Latter-day Saints constitute just over one percent of the population, with 216 congregations in Virginia as of 2022. Fairfax Station is the site of the Ekoji Buddhist Temple, of the Jodo Shinshu school, and the Hindu Durga Temple. Sterling is the home of the All Dulles Area Muslim Society, which, with its eleven satellite branches, considers itself the second largest Muslim mosque community in the country. While the state's Jewish population is small, organized Jewish sites date to 1789 with Congregation Beth Ahabah. Megachurches in the Commonwealth include Thomas Road Baptist Church, Immanuel Bible Church, and McLean Bible Church, and the twenty percent who describe themselves as unaffiliated also include seven percent who say religion is important to them, but may not attend regular services with formal membership. Several Christian universities are also based in the state, including Regent University, Liberty University, and the University of Lynchburg.
== Economy ==
Virginia's economy has diverse sources of income, including local and federal government, military, farming and high-tech. The state's average per capita income in 2022 was $68,211, and the gross domestic product (GDP) was $654.5 billion, both ranking as 13th-highest among U.S. states. The COVID-19 recession caused jobless claims due to soar over 10% in early April 2020, before leaving off around 5% in November 2020 and returning to pre-pandemic levels in 2023. In July 2023, the unemployment rate was 2.5%, which was the 10th-lowest nationwide.Virginia had a median household income of $80,615 in 2021, 11th-highest nationwide, and a poverty rate of 10.2%, 10th-lowest nationwide. Montgomery County outside Blacksburg has the highest poverty rate in the state, with 28.5% falling below the U.S. Census poverty thresholds. The Hampton Roads region has the state's highest per capita number of homeless individuals, with 11 per 10,000, as of 2020. Loudoun County meanwhile has the highest median household income in the nation, and the wider Northern Virginia region is among the highest-income regions nationwide. As of 2022, seven of the twenty-five highest-income counties in the United States, including the two highest, are located in Northern Virginia. Though the Gini index shows Virginia has less income inequality than the national average, the state's middle class is also smaller than the majority of states.Virginia's business environment has been ranked highly by various publications. After two years as number one, CNBC ranked Virginia third in their 2022 Top States for Business, with its deductions being mainly for the high cost of living, while Forbes magazine ranked it as the eighteenth best to start a business in. Additionally, in 2014 a survey of 12,000 small business owners found Virginia to be one of the most friendly states for small businesses. Oxfam America however ranked Virginia in 2022 as only the 22nd-best state to work in, with pluses for new worker protections from sexual harassment and pregnancy discrimination, but negatives for laws on organized labor and the low tipped employee minimum wage of $2.13. Virginia has been an employment-at-will state since 1906 and a "right to work" state since 1947, and though state minimum wage increased to $12 in 2023, farm and tipped workers are specifically excluded.
=== Government agencies ===
Government agencies directly employ around 714,100 Virginians as of 2022, almost 17% of all employees in the state. Approximately 12% of all U.S. federal procurement money is spent in Virginia, the second-highest amount after California. As of 2020, 125,648 active-duty personnel, 25,404 reservists, and 99,832 civilians work directly for the U.S. Department of Defense at the Pentagon or one of 27 military bases in the state, representing all major branches and covering 270,009 acres (1,092.69 km2). Another 139,000 Virginians work for defense contracting firms, which received $44.8 billion worth of contracts in the 2020 fiscal year. Virginia has the second highest concentration of veterans of any state with 9.7% of the population, as many stay in the state and the Hampton Roads area in particular, which is home to world's largest navy base and only NATO station on U.S. soil.Other large federal agencies in Northern Virginia include the Central Intelligence Agency in Langley, the National Science Foundation and U.S. Patent and Trademark Office in Alexandria, the U.S. Geological Survey in Reston, and the U.S. Fish & Wildlife Service in Bailey's Crossroads. Virginia's state government employs over 106,000 public employees, who combined have a median income of $52,401 as of 2018, with the Departments of Education and of Transportation being the largest by expenditure.
=== Business ===
Based on data as of 2020, Virginia is home to 204,131 separate employers plus 644,341 sole proprietorships. Of the 144,431 registered non-farm businesses in 2017, 59.4% are majority male-owned, 22% are majority female-owned, 19.6% are majority minority-owned, and 8.9% are veteran-owned. Twenty-one Fortune 500 companies are headquartered in Virginia as of 2022, with the largest companies by revenue being Freddie Mac, General Dynamics, Northrup Grumman, and Capital One. The largest by their number of employees are Dollar Tree in Chesapeake and Hilton Worldwide Holdings in McLean.Virginia has the third highest concentration of technology workers and the fifth highest overall number among U.S. states as of 2020, with the 451,268 tech jobs accounting for 11.1% of all jobs in the state and earning a median salary of $98,292. Many of these jobs are in Northern Virginia, which hosts a large number of software, communications, and cybersecurity companies, particularly in the Dulles Technology Corridor and Tysons Corner areas. Amazon additionally selected Crystal City for its HQ2 in 2018, while Google expanded their Reston offices in 2019.
Northern Virginia became the world's largest data center market in 2016, with over 47.7 million square feet (4.43 km2) as of 2023, much of it in Loudoun County, which has branded itself "Data Center Alley". Data centers in Virginia handled around one-third of all internet traffic and directly employed 13,500 Virginians in 2023 and supported 45,000 total jobs. With 505.6 Mbit/s, Virginia boasted the second fastest average internet speed among U.S. states that year and ninth highest percent of households with broadband access, at 93.6%. Computer chips first became the state's highest-grossing export in 2006, and had an estimated export value of $740 million in 2022. Though in the top quartile for diversity based on the Simpson index, only 26% of tech employees in Virginia are women, and only 13% are Black or African American.Tourism in Virginia supported an estimated 185,000 jobs in 2021, making tourism the state's fifth largest industry. It generated $26 billion in 2018, an increase of 4.4% from the previous year. The state was eighth nationwide in domestic travel spending in 2018, with Arlington County the top tourist destination in the state by domestic spending, followed by Fairfax County, Loudoun County, and Virginia Beach. Virginia also saw 1.1 million international tourists in 2018, a five percent increase from 2017.
=== Agriculture ===
As of 2017, agriculture occupied 28% of the land in Virginia with 7.8 million acres (12,188 sq mi; 31,565 km2) of farmland. Nearly 54,000 Virginians work on the state's 43,225 farms, which average 181 acres (0.28 sq mi; 0.73 km2). Though agriculture has declined significantly since 1960 when there were twice as many farms, it remains the largest single industry in Virginia, providing for over 334,000 jobs. Soybeans were the most profitable single crop in Virginia in 2021, ahead of corn and cut flowers as other leading agricultural products. However, the ongoing China-U.S. trade war led many Virginia farmers to plant cotton instead of soybeans in 2019. Though it is no longer the primary crop, Virginia is still the third-largest producer of tobacco in the United States.Virginia is also the country's third-largest producer of seafood as of 2018, with sea scallops, oysters, Chesapeake blue crabs, menhaden, and hardshell clams as the largest seafood harvests by value, and France, Canada, and Hong Kong as the top export destinations. Commercial fishing supports 18,220 jobs as of 2020, while recreation fishing supports another 5,893. Eastern oyster harvests had increased from 23,000 bushels in 2001 to over 500,000 in 2013, but fell to 248,347 in 2019 because of low salinity in coastal waters due to heavy spring rains. Those same rains however made 2019 a record wine harvest for vineyards in the Northern Neck and along the Blue Ridge Mountains, which also attract 2.3 million tourists annually. Virginia has the seventh-highest number of wineries in the nation, with 356 producing 1.1 million cases a year as of 2023. Cabernet Franc and Chardonnay are the most grown varieties. Breweries in Virginia also produced 460,315 barrels of craft beer in 2022, raking the state as the fifteenth-largest producer nationwide.
=== Taxes ===
State income tax is collected from those with incomes above a filing threshold; there are five income brackets, with rates ranging from 2.0% to 5.75% of taxable income. The state sales and use tax rate is 4.3%. There is an additional 1% local tax, for a total of a 5.3% combined sales tax on most Virginia purchases. The sales tax rate is higher in three regions: Northern Virginia (6%), Hampton Roads (6%) and the Historic Triangle (7%). Unlike the majority of states, Virginia has a sales tax on groceries, but at a lower rate than the general sales tax. The sales tax for food and certain essential personal hygiene goods was lowered to 1% in January 2023.Virginia's property tax is set and collected at the local government level and varies throughout the Commonwealth. Real estate is also taxed at the local level based on one hundred percent of fair market value. As of fiscal year 2018, the median real estate tax rate per $100 of assessed taxable value was $1.07 for cities, $0.67 for counties, and $0.17 for towns; town rates are lower because towns (unlike cities) have a narrow range of responsibilities and are subordinate to counties. Of local government tax revenue, about 61% is generated from real property taxes; about 24% from tangible personal property, sales and use, and business license tax; and 15% from other taxes (such as restaurant meal taxes, public service corporation property tax, consumer utility tax, and hotel tax).
== Culture ==
Modern Virginian culture has many sources and is part of the culture of the Southern United States. The Smithsonian Institution divides Virginia into nine cultural regions, and in 2007 used their annual Folklife Festival to recognize the substantial contributions of England and Senegal on Virginian culture. Virginia's culture was popularized and spread across America and the South by figures such as George Washington, Thomas Jefferson, and Robert E. Lee. Their homes in Virginia represent the birthplace of America and the South.Besides the general cuisine of the Southern United States, Virginians maintain their own particular traditions. Virginia wine is made in many parts of the Commonwealth. Smithfield ham, sometimes called "Virginia ham", is a type of country ham which is protected by state law and can be produced only in the town of Smithfield. Virginia furniture and architecture are typical of American colonial architecture. Thomas Jefferson and many of the Commonwealth's early leaders favored the Neoclassical architecture style, leading to its use for important state buildings. The Pennsylvania Dutch and their style can also be found in parts of the Commonwealth.Literature in Virginia often deals with the Commonwealth's extensive and sometimes troubled past. The works of Pulitzer Prize winner Ellen Glasgow often dealt with social inequalities and the role of women in her culture. Glasgow's peer and close friend James Branch Cabell wrote extensively about the changing position of gentry in the Reconstruction era, and challenged its moral code with Jurgen, A Comedy of Justice. William Styron approached history in works such as The Confessions of Nat Turner and Sophie's Choice. Tom Wolfe has occasionally dealt with his southern heritage in bestsellers like I Am Charlotte Simmons. Mount Vernon native Matt Bondurant received critical acclaim for his historic novel The Wettest County in the World about moonshiners in Franklin County during prohibition. Virginia also names a state Poet Laureate.
=== Fine and performing arts ===
Virginia ranks near the middle of U.S. states in terms of public spending on the arts as of 2021, at just over half of the national average. The state government does fund some institutions, including the Virginia Museum of Fine Arts and the Science Museum of Virginia. Other museums include the popular Steven F. Udvar-Hazy Center of the National Air and Space Museum and the Chrysler Museum of Art. Besides these sites, many open-air museums are located in the Commonwealth, such as Colonial Williamsburg, the Frontier Culture Museum, and various historic battlefields. The Virginia Foundation for the Humanities works to improve the Commonwealth's civic, cultural, and intellectual life.Theaters and venues in Virginia are found both in the cities and in suburbs. The Harrison Opera House, in Norfolk, is home of the Virginia Opera. The Virginia Symphony Orchestra operates in and around Hampton Roads. Resident and touring theater troupes operate from the American Shakespeare Center in Staunton. The Barter Theatre in Abingdon, designated the State Theatre of Virginia, won the first Regional Theatre Tony Award in 1948, while the Signature Theatre in Arlington won it in 2009. There is also a Children's Theater of Virginia, Theatre IV, which is the second largest touring troupe nationwide. Notable music performance venues include The Birchmere, the Landmark Theater, and Jiffy Lube Live. Wolf Trap National Park for the Performing Arts is located in Vienna and is the only national park intended for use as a performing arts center.Virginia is known for its tradition in the music genres of old-time string and bluegrass, with groups such as the Carter Family and Stanley Brothers achieving national prominence during the 1940s. The state's African tradition is found through gospel, blues, and shout bands, with both Ella Fitzgerald and Pearl Bailey coming from Newport News. Contemporary Virginia is also known for folk rock artists like Dave Matthews and Jason Mraz, hip hop stars like Pharrell Williams, Missy Elliott and Pusha T, as well as thrash metal groups like GWAR and Lamb of God. Several members of country music band Old Dominion grew up in the Roanoke area, and took their band name from Virginia's state nickname.
=== Festivals ===
Many counties and localities host county fairs and festivals. The Virginia State Fair is held at the Meadow Event Park every September. Also in September is the Neptune Festival in Virginia Beach, which celebrates the city, the waterfront, and regional artists. Norfolk's Harborfest, in June, features boat racing and air shows. Fairfax County also sponsors Celebrate Fairfax! with popular and traditional music performances. The Virginia Lake Festival is held during the third weekend in July in Clarksville. On the Eastern Shore island of Chincoteague the annual Pony Penning of feral Chincoteague ponies at the end of July is a unique local tradition expanded into a week-long carnival.The Shenandoah Apple Blossom Festival is a six-day festival held annually in Winchester which includes parades and bluegrass concerts. The Old Time Fiddlers' Convention in Galax, begun in 1935, is one of the oldest and largest such events worldwide, and Wolf Trap hosts the Wolf Trap Opera Company, which produces an opera festival every summer. The Blue Ridge Rock Festival has operated since 2017, and has brought as many as 33,000 concert-goers to the Blue Ridge Amphitheater in Pittsylvania County. Two important film festivals, the Virginia Film Festival and the VCU French Film Festival, are held annually in Charlottesville and Richmond, respectively.
== Law and government ==
In 1619, the first Virginia General Assembly met at Jamestown Church, and included 22 locally elected representatives, making Virginia's legislature the oldest of its kind in North America. The elected members became the House of Burgesses in 1642, and governed with the Governor's Council, which was appointed by the British monarchy, until Virginians declared their independence from Britain in 1776. The current General Assembly is the 162nd since that year. The government today functions under the seventh Constitution of Virginia, which was approved by voters in 1970 went into effect in July 1971. It is similar to the federal structure in that it provides for three branches: a strong legislature, an executive, and a unified judicial system.Virginia's legislature is bicameral with a 100-member House of Delegates and 40-member Senate, who together write the laws for the Commonwealth. Delegates serve two-year terms, while senators serve four-year terms, with the next scheduled elections for both taking place in November 2023. The executive department includes the governor, lieutenant governor, and attorney general, who are elected every four years in separate elections, with the next taking place in November 2025. The governor must be at least thirty years old and incumbent governors cannot run for re-election, however the lieutenant governor and attorney general can, and governors can and have served non-consecutive terms. The lieutenant governor is the official head of the Senate and is responsible for breaking ties. The House elects a Speaker of the House and the Senate elects a President pro tempore, who presides when the lieutenant governor is not present, and both houses elect a clerk and majority and minority leaders. The governor also nominates their sixteen cabinet members and others who head various state departments.State budgets are biannual and proposed by the governor in even years. Based on data through 2018, the Pew Center on the States found Virginia's government to be above average in running surpluses, and U.S. News & World Report ranked the state eighteenth in fiscal stability. The legislature starts regular sessions on the second Wednesday of every year, which meet for up to 48 days in odd years and 60 days in even years to allow more time for the state budget. After regular sessions end, special sessions can be called either by the governor or with agreement of two-thirds of both houses, and twenty special sessions have been called since 2000, typically for legislation on preselected issues. Though not a full-time legislature, the Assembly is classified as a hybrid because special sessions are not limited by the state constitution and often last several months.
=== Legal system ===
The judges and justices who make up Virginia's judicial system, also the oldest in America, are elected by a majority vote in both the House and Senate without input from the governor, one way Virginia's legislature is stronger than its executive. The governor can make recess appointments, and when both branches are controlled by the same party, the assembly often confirms them. The judicial hierarchy starts with the General District Courts and Juvenile and Domestic Relations District Courts, with the Circuit Courts above them, then the Court of Appeals of Virginia, and the Supreme Court of Virginia on top. The Supreme Court has seven justices who serve twelve-year terms, with a mandatory retirement age of 73, and they select their own Chief Justice, who is informally limited to two four-year terms. Virginia was the last state to guarantee an automatic right of appeal for all civil and criminal cases, and their Court of Appeals increased from eleven to seventeen judges in 2021.The Code of Virginia is the statutory law and consists of the codified legislation of the General Assembly. Virginia has no "pocket veto", and bills will become law if the governor chooses to neither approve nor veto legislation. The largest law enforcement agency in Virginia is the Virginia State Police, with 3,035 sworn and civilian members as of 2019. The Virginia Marine Police patrol coastal areas, and were founded as the "Oyster Navy" in 1864 in response to oyster bed poaching. The Virginia Capitol Police protect the legislature and executive department, and are the oldest police department in the United States, dating to the guards who protected the colonial leadership. The governor can also call upon the Virginia National Guard, which consists of approximately 7,200 army soldiers, 1,200 airmen, 300 Defense Force members, and 400 civilians.Between 1608 and 2021, when the death penalty was abolished, the state executed over 1,300 people, including 113 following the resumption of capital punishment in 1982. Virginia's prison system incarcerates 30,936 people as of 2018, 53% of whom are Black, and the state has the sixteenth-highest rate of incarceration in the country, at 422 per 100,000 residents. Prisoner parole was ended in 1995, and Virginia's rate of recidivism of released felons who are re-convicted within three years and sentenced to a year or more is 23.1%, the lowest in the country as of 2019. Virginia has the fourth lowest violent crime rate and thirteenth lowest property crime rate as of 2018. Between 2008 and 2017, arrests for drug-related crimes rose 38%, with 71% of those related to marijuana, which Virginia decriminalized in July 2020 and legalized in July 2021.
== Politics ==
Over the past century, Virginia has shifted politically from being a largely rural, conservative, Southern bloc member to a state that is more urbanized, pluralistic, and politically moderate, as both greater enfranchisement and demographic shifts have changed the electorate. Up until the 1970s, Virginia was a racially divided one-party state dominated by the Byrd Organization. They sought to stymie the political power of Northern Virginia, perpetuate segregation, and successfully restricted voter registration such that between 1905 and 1948, roughly one-third of votes in the state were cast by state employees and officeholders themselves, and voter turnout was regularly below ten percent. The organization used malapportionment to manipulate what areas were over-represented in the General Assembly and the U.S. Congress until ordered to end the practice by the 1964 U.S. Supreme Court decision in Davis v. Mann and the 1965 Virginia Supreme Court decision in Wilkins v. Davis respectively.Enforcement of federal civil rights legislation passed in the mid-1960s helped overturn the state's Jim Crow laws that effectively disfranchised African Americans. The Voting Rights Act of 1965 made Virginia one of nine states that were required to receive federal approval for changes to voting laws, until the system for including states was struck down in 2013. A strict photo identification requirement, added under Governor Bob McDonnell in 2014, was repealed in 2020, and the Voting Rights Act of Virginia was passed in 2021, requiring preclearance from the state Attorney General for local election changes that could result in disenfranchisement, including closing or moving polling sites. Though many Jim Crow provisions were removed in Virginia's 1971 constitution, a lifetime ban on voting for felony convictions was unchanged, and by 2016, up to twenty percent of African Americans in Virginia were disenfranchised because of prior felonies. That year, Governor Terry McAuliffe ended the lifetime ban and individually restored voting rights to over 200,000 ex-felons. These changes moved Virginia from being ranked as the second most difficult state to vote in 2016, to the twelfth easiest in 2020.Regional differences also play a large part in Virginia politics. While urban and expanding suburban areas, including much of Northern Virginia, form the modern Democratic Party base, rural southern and western areas moved to support the Republican Party in response to its "southern strategy" starting around 1970. Rural Democratic support has nevertheless persisted in union-influenced Roanoke in Southwest Virginia, college towns such as Charlottesville and Blacksburg, and the southeastern Black Belt Region. African Americans are the most reliable bloc of Democratic voters, but educational attainment and gender have also become strong indicators of political alignment, with the majority of women in Virginia supporting Democratic presidential candidates since 1980. International immigration and domestic migration into Virginia have also increased the proportion of eligible voters born outside the state from 44% in 1980 to 55% in 2019.
=== State elections ===
State elections in Virginia occur in odd-numbered years, with executive department elections occurring in years following U.S. presidential elections and State Senate elections occurring in the years prior to presidential elections, as both have four-year terms. House of Delegates elections take place concurrent with each of those elections as delegates have two-year terms. National politics often play a role in state election outcomes, and Virginians have elected governors of the party opposite the U.S. president in eleven of the last twelve contests, with only Terry McAuliffe beating the trend in 2013. McAuliffe, a Democrat, was elected during Barack Obama's second presidential term. Republicans at that time held a supermajority of seats in the House of Delegates, which they had first gained in the 2011 state elections, and a one-vote majority the state senate, both of which they maintained in the 2015 elections. The 2011 and 2015 elections also had the lowest voter turnout in recent history, with just 28.6% and 29.1% of registered voters participating respectively.The 2017 state elections resulted in Democrats holding the three executive offices, as lieutenant governor Ralph Northam won the race for governor. In concurrent House of Delegates elections, Democrats flipped fifteen of the Republicans' previous sixteen-seat majority. Control of the House came down to a tied election in the 94th district, which the Republican won by a drawing of lots, giving the party a slim 51–49 majority in the 2018–19 legislative sessions. At this time, Virginia was ranked as having the most gerrymandered state legislature, as Republicans controlled the House with only 44.5% of the total vote. In 2019, federal courts found that eleven House district lines, including the 94th, were unconstitutionally drawn to discriminate against African Americans. Adjusted districts were used in the 2019 elections, when Democrats won full control of the General Assembly, despite a political crisis earlier that year. Voters in 2020 then passed a referendum to give control of drawing both state and congressional districts to a commission of eight citizens and four legislators from each of the two major parties, rather than the legislature.In 2021, Glenn Youngkin became the first Republican to win the governor's race since 2009, with his party also winning the races for lieutenant governor and attorney general and gaining seven seats in the House of Delegates, giving them current control of that body.
=== Federal elections ===
Though Virginia was considered a "swing state" in the 2008 presidential election, Virginia's thirteen electoral votes were carried in that election and the three since by Democratic candidates, including Joe Biden, who won by over ten percent in 2020, suggesting the state has shifted to being reliably Democratic in presidential elections. Virginia had previously voted for Republican presidential candidates in thirteen out of fourteen presidential elections from 1952 to 2004, including ten in a row from 1968 to 2004. Virginia currently holds its presidential primary election on Super Tuesday, the same day as thirteen other states, with the most recent held on March 3, 2020.Virginia's two U.S. Senators are in classes 1 and 2. In class 1, Republican incumbent George Allen lost races in 2006 to Democratic newcomer Jim Webb, and again in 2012 to Webb's successor, former Governor Tim Kaine. In 2008, Democrats also won the class 2 seat when former Governor Mark Warner was elected to replace retiring Republican John Warner. Virginia has had eleven U.S. House of Representatives seats since 1993, and control of the majority has flipped four times since then, often as part of "wave elections". In the 2010 mid-term elections, the first under President Obama, Republicans flipped the 2nd and 5th seats from the Democrats, who had flipped both in the previous election, as well as the 9th. In the 2018 mid-terms, the first under President Trump, Democrats took back the 2nd, as well as the 7th and 10th. The 2nd flipped again, to Republican control, in 2022. Currently, Democrats hold six seats to Republicans' five.
== Education ==
Virginia's educational system consistently ranks in the top five states on the U.S. Department of Education's National Assessment of Educational Progress, with Virginia students outperforming the average in all subject areas and grade levels tested. The 2021 Quality Counts report ranked Virginia's K–12 education thirteenth in the country, with a letter grade of B-. Virginia's K–7 schools had a student–teacher ratio of 12.15:1 as of the 2021–22 school year, and 12.52:1 for grades 8–12. All school divisions must adhere to educational standards set forth by the Virginia Department of Education, which maintains an assessment and accreditation regime known as the Standards of Learning to ensure accountability.Public K–12 schools in Virginia are generally operated by the counties and cities, and not by the state. As of the 2022–23 academic year, a total of 1,263,342 students were enrolled in 2,381 local and regional schools in the Commonwealth, including 57 career and technical schools and 411 alternative and special education centers across 126 school divisions. Besides the general public schools in Virginia, there are Governor's Schools and selective magnet schools. The Governor's Schools are a collection of 52 regional high schools and summer programs intended for gifted students, and include the Thomas Jefferson High School for Science and Technology, the top-rated high school in the country in 2022. The Virginia Council for Private Education oversees the regulation of 483 state accredited private schools. An additional 50,713 students receive homeschooling.In 2022, 92.1% of high school students graduated on-time after four years, and 89.3% of adults over the age 25 had their high school diploma. Virginia has one of the smaller racial gaps in graduation rates among U.S. states, with 90.3% of Black students graduating on time, compared to 94.9% of white students and 98.3% of Asian students. Hispanic students had the highest dropout rate, at 13.95%, with high rates being correlated with students listed as English learners. Despite ending school segregation in the 1960s, seven percent of Virginia's public schools were rated as "intensely segregated" by The Civil Rights Project at UCLA in 2019, and the number has risen since 1989, when only three percent were. Virginia has comparatively large public school districts, typically comprising entire counties or cities, and this helps mitigate funding gaps seen in other states such that non-white districts average slightly more funding, $255 per student as of 2019, than majority white districts. Elementary schools, with Virginia's smallest districts, were found to be more segregated than state middle or high schools by a 2019 VCU study.
=== Colleges and universities ===
As of 2020, Virginia has the sixth-highest percent of residents with bachelor's degrees or higher, with 39.5%. The Department of Education recognizes 163 colleges and universities in Virginia. In the 2022 U.S. News & World Report ranking of national public universities, the University of Virginia is ranked 3rd, the College of William and Mary is 13th, Virginia Tech is 23rd, George Mason University is 65th, James Madison University is 72nd, and Virginia Commonwealth University is 83rd. There are 119 private institutions in the state, including Washington and Lee University and the University of Richmond, which are ranked as the country's 11th and 18th best liberal arts colleges respectively.Virginia Tech and Virginia State University are the state's land-grant universities, and Virginia State is one of five historically black colleges and universities in Virginia. The Virginia Military Institute is the oldest state military college. Virginia also operates 23 community colleges on 40 campuses which enrolled 218,985 degree-seeking students during the 2020–2021 school year. In 2021, the state made community college free for most low- and middle-income students. George Mason University had the largest on-campus enrollment at 38,542 students as of 2021, though the private Liberty University had the largest total enrollment in the state, with 88,283 online and 15,105 on-campus students in Lynchburg as of 2019.
== Health ==
Virginia has a mixed health record. The state was ranked 14th in overall health outcomes and 18th for healthy behaviors by the 2022 United Health Foundation's Health Rankings. Among U.S. states, Virginia has the nineteenth lowest rate of premature deaths, with 7,931 per 100,000, and an infant mortality rate of 5.61 per 1,000 live births. The rate of uninsured Virginians dropped to 6.8% in 2022, following an expansion of Medicare in 2019. Falls Church and Loudoun County were both ranked in the top ten healthiest communities in 2020 by U.S. News & World Report.There are however racial and social health disparities. With high rates of heart disease and diabetes, African Americans in Virginia had an average life expectancy four years lower than whites and twelve years lower than Asian Americans and Latinos in 2017, and were disproportionately affected by COVID-19 during the coronavirus pandemic. African-American mothers are also three times more likely to die while giving birth in the state. Mortality rates among white middle-class Virginians have also been rising, with drug overdose, alcohol poisoning, and suicide as leading causes. Suicides in the state increased by 11% between 2009 and 2021, while deaths from drug overdoses more than doubled in that time.Weight is an issue for many Virginians, and 32.2% of adults and 14.9% of 10- to 17-year-olds are obese as of 2021. Additionally, 35% of adults are overweight and 23.3% do not exercise regularly. Smoking in bars and restaurants was banned in January 2010, and the percent of tobacco smokers in the state has declined from 19% in that year to 12.4% in 2022, but an additional 6.8% use e-cigarettes. Virginia does have above average percentage of residents who receive annual immunizations, ranking sixteenth for yearly flu vaccinations. In 2008, Virginia became the first U.S. state to mandate the HPV vaccine for girls for school attendance, and 64.9% of adolescents have the vaccine. As of July 2023, 74% of Virginians had received a full COVID-19 vaccine.The Virginia Board of Health regulates healthcare facilities, and there are ninety hospitals in Virginia with a combined 17,706 hospital beds as of 2020. Notable examples include Inova Fairfax Hospital, the largest hospital in the Washington Metropolitan Area, and the VCU Medical Center, located on the medical campus of Virginia Commonwealth University. The University of Virginia Medical Center, part of the University of Virginia Health System, is highly ranked in endocrinology according to U.S. News & World Report. Sentara Norfolk General Hospital, a teaching institution of Eastern Virginia Medical School, was the site of the first successful in-vitro fertilization program. Virginia has a ratio of 254.8 primary care physicians per 10,000 residents, the fifteenth worst rate nationally, and only 228.8 mental health providers per that number, the thirteenth worst nationwide. As of 2021, the state's eight public mental health care facilities were 96% full, causing delays in admissions.
== Media ==
The Hampton Roads area is the 44th-largest media market in the United States as ranked by Nielsen Media Research, while the Richmond-Petersburg area is 56th and Roanoke-Lynchburg is 71st as of 2022. Northern Virginia is part of the much larger Washington, D.C. media market, which is the country's 9th-largest.There are 36 television stations in Virginia, representing each major U.S. network, part of 42 stations which serve Virginia viewers including those broadcasting from neighboring jurisdictions. According the Federal Communications Commission, 595 FCC-licensed FM radio stations broadcast in Virginia, with 239 such AM stations as of 2020. The nationally available Public Broadcasting Service (PBS) is headquartered in Arlington. Independent PBS affiliates exist throughout Virginia, and the Arlington PBS member station WETA-TV produces programs such as the PBS NewsHour and Washington Week.
The most circulated native newspapers in the Commonwealth are Norfolk's The Virginian-Pilot with around 132,000 subscribers, the Richmond Times-Dispatch with 86,219, and The Roanoke Times as of 2018. USA Today, which is headquartered in McLean, has seen its daily subscription number decline significantly from over 500,000 in 2019 to just over 180,000 in 2021, but is still the third-most circulated paper nationwide. USA Today is the flagship publication of Gannett, Inc., which merged with GateHouse Media in 2019, and operates over one hundred local newspapers nationwide. In Northern Virginia, The Washington Post is the dominant newspaper and provides local coverage for the region. Politico, which covers national politics, has its offices in Rosslyn.
== Transportation ==
Because of the 1932 Byrd Road Act, the state government controls most of Virginia's roads, instead of a local county authority as is usual in other states. As of 2018, the Virginia Department of Transportation (VDOT) owns and operates 57,867 miles (93,128 km) of the total 70,105 miles (112,823 km) of roads in the state, making it the third-largest state highway system in the nation.Traffic on Virginia's roads is among the worst in the nation according to the 2019 American Community Survey. The average commute time of 28.7 minutes is the eighth-longest among U.S. states, and the Washington Metropolitan Area, which includes Northern Virginia, has the second-worst rate of traffic congestion among U.S. cities. About 65.6% of workers in Virginia reported driving alone to work in 2021, the eleventh lowest percent in the U.S., while 8.5% reported carpooling, and Virginia hit peak car usage before the year 2000, making it one of the first such states.
=== Mass transit and ports ===
About 3.4% of Virginians commute on public transit, and there were over 171.9 million public transit trips in Virginia in 2019, over 62% of which were done on the Washington Metro transit system, which serves Arlington and Alexandria, and extends into Loudoun and Fairfax Counties. Commuter buses include the Fairfax Connector, FRED buses in Fredericksburg, and OmniRide in Prince William County, while the state-run Virginia Breeze buses run four inter-city routes from Washington, D.C. to Bristol, Blacksburg, Martinsville, and Danville. VDOT operates several free ferries throughout Virginia, the most notable being the Jamestown Ferry which connects Jamestown to Scotland Wharf across the James River.Virginia has Amtrak passenger rail service along several corridors, and Virginia Railway Express (VRE) maintains two commuter lines into Washington, D.C. from Fredericksburg and Manassas. VRE averaged over 90,000 weekly riders in 2019, but saw a dramatic 90% decline in ridership due to the COVID-19 pandemic in 2020. In October 2022, VRE ridership was still less than 50% of pre-pandemic levels, despite a fare-free month, however, Amtrak routes in Virginia have passed pre-pandemic levels and served 87,300 passengers in January 2023. Major freight railroads in Virginia include Norfolk Southern and CSX Transportation, and in 2021 the state finalized a deal to purchase 223 miles (359 km) of track and over 350 miles (560 km) of right of way from CSX for future passenger rail service.Virginia has five major airports: Dulles International and Reagan Washington National in Northern Virginia, both of which handle over 20 million passengers a year, Richmond International southeast of the state capital, Newport News/Williamsburg International Airport, and Norfolk International]. Several other airports offer limited commercial passenger service, and sixty-six public airports serve the state's aviation needs. The Virginia Port Authority's main seaports are those in Hampton Roads, which carried 61,505,700 short tons (55,797,000 t) of total cargo in 2021, the sixth most of United States ports. The Eastern Shore of Virginia is the site of Wallops Flight Facility, a rocket launch center owned by NASA, and the Mid-Atlantic Regional Spaceport, a commercial spaceport. Space tourism is also offered through Vienna-based Space Adventures.
== Sports ==
Virginia is the most populous U.S. state without a major professional sports league franchise. The reasons for this include the lack of any dominant city or market within the state, a reluctance to publicly finance stadiums, and the proximity of teams in Washington, D.C., Baltimore, Charlotte, and Raleigh. A proposed arena in Virginia Beach designed for an NBA franchise became the latest unsuccessful sports initiative when the city council there ended support in 2017. Virginia Beach had previously been considered for an NBA franchise in 1987, which ultimately became the Charlotte Hornets.Five minor league baseball and two mid-level hockey teams play in Virginia. Norfolk is host to two: The Triple-A Norfolk Tides and the ECHL's Norfolk Admirals. The Double-A Richmond Flying Squirrels began playing at The Diamond in 2010, while the Fredericksburg Nationals, Lynchburg Hillcats, and Salem Red Sox play in the Low-A East league. Loudoun United FC, the reserve team of D.C. United, debuted in the USL Championship in 2019, while the Richmond Kickers of the USL League One have operated since 1993 and are the only team in their league to win both the league championship and the U.S. Open Cup in the same year. The Washington Commanders also have their headquarters in Ashburn and their training facility in Richmond, and the Washington Capitals practice at MedStar Capitals Iceplex in Ballston.
Virginia has many professional caliber golf courses including Kingsmill Resort outside Williamsburg, which hosts an LPGA Tour tournament in May, and the Country Club of Virginia outside Richmond, which hosts a charity classic on the PGA Tour Champions in October. NASCAR currently schedules Cup Series races on two tracks in Virginia: Martinsville Speedway and Richmond Raceway. Notable drivers from Virginia in the series have included Denny Hamlin and Curtis Turner. Hampton Roads has produced several Olympic gold medalists, including Gabby Douglas, the first African American to win gymnastics individual all-around gold, and LaShawn Merritt, Francena McCorory, and Michael Cherry, who have all won gold in the 4 × 400 meters relay. Major long-distance races in the state include the Richmond Marathon, the Blue Ridge Marathon on the Parkway, and the Monument Avenue 10K.
=== College sports ===
In the absence of professional sports, several of Virginia's collegiate sports programs have attracted strong followings, with a 2015 poll showing that 34% of Virginians were fans of the Virginia Cavaliers and 28% were fans of the rival Virginia Tech Hokies, making both more popular than the surveyed regional professional teams. The men's and women's college basketball programs of the Cavaliers, VCU Rams, and Old Dominion Monarchs have combined for 63 regular season conference championships and 48 conference tournament championships between them as of 2021. The Hokies football team sustained a 27-year bowl streak between 1993 and 2019; James Madison Dukes football won FCS NCAA Championships in both 2004 and 2016. The overall UVA men's athletics programs won the national Capital One Cup in both 2015 and 2019, and lead the Atlantic Coast Conference in NCAA championships.Fourteen universities in total compete in NCAA Division I, with multiple programs each in the Atlantic Coast Conference, Atlantic 10 Conference, Big South Conference, and Coastal Athletic Association. Three historically Black schools compete in the Division II Central Intercollegiate Athletic Association, and two others (Hampton and Norfolk State) compete in Division I. Several smaller schools compete in the Old Dominion Athletic Conference and the USA South Athletic Conference of NCAA Division III. The NCAA currently holds its Division III championships in football, men's basketball, volleyball, and softball in Salem. State appropriated funds are not allowed to be used for either operational or capital expenses for intercollegiate athletics.
=== High school sports ===
Virginia is also home to several of the nation's top high school basketball programs, including Paul VI Catholic High School and Oak Hill Academy, the latter of which has won nine national championships. In the 2018–2019 school year, 174,224 high school students participated in fourteen girls sports and thirteen boys sports managed by the Virginia High School League, with the most popular sports being football, outdoor track and cross country, soccer, basketball, baseball and softball, and volleyball.
== State symbols ==
Virginia has several nicknames, the oldest of which is the "Old Dominion." King Charles II of England first referred to "our auntient dominion of Virginia" in 1660, the year of his restoration, perhaps because Virginia was home to many of his supporters during the English Civil War. These supporters were called Cavaliers, and the nickname "The Cavalier State" was popularized after the American Civil War. Virginia has also been called the "Mother of Presidents", as eight Virginians have served as President of the United States, including four of the first five.The state's motto, Sic Semper Tyrannis, translates from Latin as "Thus Always to Tyrants", and is used on the state seal, which is then used on the flag. While the seal was designed in 1776, and the flag was first used in the 1830s, both were made official in 1930. The majority of the other symbols were made official in the late 20th century. The Virginia reel is among the square dances classified as the state dance. In 1940, "Carry Me Back to Old Virginny" was named the state song, but it was retired in 1997 due to its references to slavery. In March 2015, Virginia's government named "Our Great Virginia", which uses the tune of "Oh Shenandoah", as the traditional state song and "Sweet Virginia Breeze" as the popular state song.
== See also ==
Index of Virginia-related articles
Outline of Virginia
== Notes ==
== References ==
== Bibliography ==
== External links ==
=== Government ===
State Government website
Virginia General Assembly
Virginia's Judicial system
=== Tourism and recreation ===
Virginia Tourism Website
Virginia State Parks
Virginia Wildlife Management Areas
=== Culture and history ===
Library of Virginia
Virginia Museum of Culture and History
Encyclopedia Virginia
=== Maps and demographics ===
USGS geographic resources of Virginia
Virginia State Climatology Office
Virginia State Facts from USDA, Economic Research Service
Geographic data related to Virginia at OpenStreetMap
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Harvard University
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Harvard University is a private Ivy League research university in Cambridge, Massachusetts. Founded in 1636 as Harvard College and named for its first benefactor, the Puritan clergyman John Harvard, it is the oldest institution of higher learning in the United States. Its influence, wealth, and rankings have made it one of the most prestigious universities in the world.Harvard's founding was authorized by the Massachusetts colonial legislature, "dreading to leave an illiterate ministry to the churches"; though never formally affiliated with any denomination, in its early years Harvard College primarily trained Congregational clergy. Its curriculum and student body were gradually secularized during the 18th century. By the 19th century, Harvard emerged as the most prominent academic and cultural institution among the Boston elite. Following the American Civil War, under President Charles William Eliot's long tenure (1869–1909), the college developed multiple affiliated professional schools that transformed the college into a modern research university. In 1900, Harvard co-founded the Association of American Universities. James B. Conant led the university through the Great Depression and World War II, and liberalized admissions after the war.
The university is composed of ten academic faculties plus Harvard Radcliffe Institute. The Faculty of Arts and Sciences offers study in a wide range of undergraduate and graduate academic disciplines, and other faculties offer only graduate degrees, including professional degrees. Harvard has three main campuses:
the 209-acre (85 ha) Cambridge campus centered on Harvard Yard; an adjoining campus immediately across Charles River in the Allston neighborhood of Boston; and the medical campus in Boston's Longwood Medical Area. Harvard's endowment is valued at $50.9 billion, making it the wealthiest academic institution in the world. Endowment income enables the undergraduate college to admit students regardless of financial need and provide financial aid with no loans. Harvard Library is the world's largest academic library system, comprising 79 individual libraries holding 20 million items.Throughout its existence, Harvard alumni, faculty, and researchers have included 188 living billionaires, 8 U.S. presidents, numerous heads of state, Nobel laureates, Fields Medalists, members of Congress, MacArthur Fellows, Rhodes Scholars, Marshall Scholars, Turing Award Recipients and Fulbright Scholars; by most metrics, Harvard ranks among the top globally in each of these categories. Additionally, students and alumni have won 10 Academy Awards, 48 Pulitzer Prizes, and 110 Olympic medals (46 gold). They have founded many notable companies as well.
== History ==
=== Colonial era ===
Harvard was founded in 1636 during the colonial, pre-Revolutionary era by vote of the Great and General Court of Massachusetts Bay Colony. Its first headmaster, Nathaniel Eaton, took office the following year. In 1638, the university acquired British North America's first known printing press.In 1639, it was named Harvard College after John Harvard, an English clergyman who had died soon after immigrating to Massachusetts, bequeathing it £780 and his library of some 320 volumes. The charter creating Harvard Corporation was granted in 1650.
A 1643 publication defined the college's purpose: "to advance learning and perpetuate it to posterity, dreading to leave an illiterate ministry to the churches when our present ministers shall lie in the dust." The college trained many Puritan ministers in its early years and offered a classic curriculum based on the English university model—many leaders in the colony had attended the University of Cambridge—conformed to the tenets of Puritanism. Harvard never affiliated with any particular denomination.Increase Mather served as Harvard College's president from 1681 to 1701. In 1708, John Leverett became the first president who was not also a clergyman.
=== 19th century ===
In the 19th century, Enlightenment ideas of reason and free will were widespread among Congregational ministers, putting those ministers and their congregations at odds with more traditionalist, Calvinist parties.: 1–4 When Hollis Professor of Divinity David Tappan died in 1803 and President Joseph Willard died a year later, a struggle broke out over their replacements. Henry Ware was elected Hollis chair in 1805, and liberal Samuel Webber was appointed president two years later, signaling a shift from traditional ideas at Harvard to liberal, Arminian ideas.: 4–5 : 24 Charles William Eliot, Harvard president from 1869 to 1909, decreased the favored position of Christianity from the curriculum while opening it to student self-direction. Though Eliot was an influential figure in the secularization of American higher education, he was motivated more by Transcendentalist Unitarian convictions influenced by William Ellery Channing, Ralph Waldo Emerson and others of the time, than by secularism.In 1816, Harvard launched new programs in the study of French and Spanish with George Ticknor as first professor for these language programs.
=== 20th century ===
Harvard's graduate schools began admitting women in small numbers in the late 19th century. During World War II, students at Radcliffe College (which, since its 1879 founding, had been paying Harvard professors to repeat their lectures for women) began attending Harvard classes alongside men. In 1945, women were first admitted to the medical school.
Since 1971, Harvard had controlled essentially all aspects of undergraduate admission, instruction, and housing for Radcliffe women; in 1999, Radcliffe was formally merged into Harvard.In the 20th century, Harvard's reputation grew as its endowment burgeoned and prominent intellectuals and professors affiliated with the university. The university's rapid enrollment growth also was a product of both the founding of new graduate academic programs and an expansion of the undergraduate college. Radcliffe College emerged as the female counterpart of Harvard College, becoming one of the most prominent schools for women in the United States. In 1900, Harvard became a founding member of the Association of American Universities.The student body in its first decades of the 20th century was predominantly "old-stock, high-status Protestants, especially Episcopalians, Congregationalists, and Presbyterians", according to sociologist and author Jerome Karabel. In 1923, a year after the percentage of Jewish students at Harvard reached 20%, President A. Lawrence Lowell supported a policy change that would have capped the admission of Jewish students to 15% of the undergraduate population. But Lowell's idea was rejected. Lowell also refused to mandate forced desegregation in the university's freshman dormitories, writing that, "We owe to the colored man the same opportunities for education that we do to the white man, but we do not owe to him to force him and the white into social relations that are not, or may not be, mutually congenial."President James B. Conant led the university from 1933 to 1953; Conant reinvigorated creative scholarship in an effort to guarantee Harvard's preeminence among the nation and world's emerging research institutions. Conant viewed higher education as a vehicle of opportunity for the talented rather than an entitlement for the wealthy. As such, he devised programs to identify, recruit, and support talented youth. An influential 268-page report issued by Harvard faculty in 1945 under Conant's leadership, General Education in a Free Society, remains one the most important works in curriculum studies.Between 1945 and 1960, admissions standardized to open the university to a more diverse group of students; for example, after World War II, special exams were developed so veterans could be considered for admission. No longer drawing mostly from select New England prep schools, the undergraduate college became accessible to striving middle class students from public schools; many more Jews and Catholics were admitted, but still few Blacks, Hispanics, or Asians versus the representation of these groups in the general population. Throughout the latter half of the 20th century, Harvard incrementally became vastly more diverse.
=== 21st century ===
Drew Gilpin Faust, who was dean of Harvard Radcliffe Institute, became Harvard's first female president on July 1, 2007. In 2018, Faust retired and joined the board of Goldman Sachs.
On July 1, 2018, Lawrence Bacow was appointed Harvard's 29th president. Bacow intends to retire in 2023.
On December 15, 2022, Claudine Gay, a Harvard University political scientist and former dean of Harvard Faculty of Arts and Sciences, succeeded Bacow as the university's 30th president.
== Campuses ==
=== Cambridge ===
Harvard's 209-acre (85 ha) main campus is centered on Harvard Yard ("the Yard") in Cambridge, about 3 miles (5 km) west-northwest of downtown Boston, and extends into the surrounding Harvard Square neighborhood. The Yard contains administrative offices such as University Hall and Massachusetts Hall; libraries such as Widener, Pusey, Houghton, and Lamont; and Memorial Church.
The Yard and adjacent areas include the main academic buildings of the Faculty of Arts and Sciences, including the college, such as Sever Hall and Harvard Hall.Freshman dormitories are in, or adjacent to, the Yard. Upperclassmen live in the twelve residential houses – nine south of the Yard near the Charles River, the others half a mile northwest of the Yard at the Radcliffe Quadrangle (which formerly housed Radcliffe College students). Each house is a community of undergraduates, faculty deans, and resident tutors, with its own dining hall, library, and recreational facilities.Also in Cambridge are the Law, Divinity (theology), Engineering and Applied Science, Design (architecture), Education, Kennedy (public policy), and Extension schools, as well as the Radcliffe Institute for Advanced Study in Radcliffe Yard.
Harvard also has commercial real estate holdings in Cambridge.
=== Allston ===
Harvard Business School, Harvard Innovation Labs, and many athletics facilities, including Harvard Stadium, are located on a 358-acre (145 ha) campus in Allston,
a Boston neighborhood just across the Charles River from the Cambridge campus. The John W. Weeks Bridge, a pedestrian bridge over the Charles River, connects the two campuses.
The university is actively expanding into Allston, where it now owns more land than in Cambridge.
Plans include new construction and renovation for the Business School, a hotel and conference center, graduate student housing, Harvard Stadium, and other athletics facilities.In 2021, the Harvard John A. Paulson School of Engineering and Applied Sciences will expanded into a new, 500,000+ square foot Science and Engineering Complex (SEC) in Allston.
The SEC will be adjacent to the Enterprise Research Campus, the Business School, and the Harvard Innovation Labs to encourage technology- and life science-focused startups as well as collaborations with mature companies.
=== Longwood ===
The schools of Medicine, Dental Medicine, and Public Health are located on a 21-acre (8.5 ha) campus in the Longwood Medical and Academic Area in Boston, about 3.3 miles (5.3 km) south of the Cambridge campus.
Several Harvard-affiliated hospitals and research institutes are also in Longwood, including Beth Israel Deaconess Medical Center, Boston Children's Hospital, Brigham and Women's Hospital, Dana–Farber Cancer Institute, Joslin Diabetes Center, and the Wyss Institute for Biologically Inspired Engineering. Additional affiliates, most notably Massachusetts General Hospital, are located throughout the Greater Boston area.
=== Other ===
Harvard owns the Dumbarton Oaks Research Library and Collection in Washington, D.C., Harvard Forest in Petersham, Massachusetts, the Concord Field Station in Estabrook Woods in Concord, Massachusetts,
the Villa I Tatti research center in Florence, Italy,
the Harvard Shanghai Center in Shanghai, China,
and the Arnold Arboretum in the Jamaica Plain neighborhood of Boston.
== Organization and administration ==
=== Governance ===
Harvard is governed by a combination of its Board of Overseers and the President and Fellows of Harvard College (also known as the Harvard Corporation), which in turn appoints the President of Harvard University.
There are 16,000 staff and faculty,
including 2,400 professors, lecturers, and instructors.The Faculty of Arts and Sciences is the largest Harvard faculty and has primary responsibility for instruction in Harvard College, the Graduate School of Arts and Sciences, the John A. Paulson School of Engineering and Applied Sciences (SEAS), and the Division of Continuing Education, which includes Harvard Summer School and Harvard Extension School. There are nine other graduate and professional faculties as well as the Radcliffe Institute for Advanced Study.
Joint programs with the Massachusetts Institute of Technology include the Harvard–MIT Program in Health Sciences and Technology, the Broad Institute, The Observatory of Economic Complexity, and edX.
=== Endowment ===
Harvard has the largest university endowment in the world, valued at about $50.9 billion as of 2022.
During the recession of 2007–2009, it suffered significant losses that forced large budget cuts, in particular temporarily halting construction on the Allston Science Complex.
The endowment has since recovered.About $2 billion of investment income is annually distributed to fund operations.
Harvard's ability to fund its degree and financial aid programs depends on the performance of its endowment; a poor performance in fiscal year 2016 forced a 4.4% cut in the number of graduate students funded by the Faculty of Arts and Sciences.
Endowment income is critical, as only 22% of revenue is from students' tuition, fees, room, and board.
==== Divestment ====
Since the 1970s, several student-led campaigns have advocated divesting Harvard's endowment from controversial holdings, including investments in apartheid South Africa, Sudan during the Darfur genocide, and the tobacco, fossil fuel, and private prison industries.In the late 1980s, during the divestment from South Africa movement, student activists erected a symbolic "shantytown" on Harvard Yard and blockaded a speech by South African Vice Consul Duke Kent-Brown.
The university eventually reduced its South African holdings by $230 million (out of $400 million) in response to the pressure.
== Academics ==
=== Teaching and learning ===
Harvard is a large, highly residential research university
offering 50 undergraduate majors,
134 graduate degrees,
and 32 professional degrees.
During the 2018–2019 academic year, Harvard granted 1,665 baccalaureate degrees, 1,013 graduate degrees, and 5,695 professional degrees.
The four-year, full-time undergraduate program has a liberal arts and sciences focus.
To graduate in the usual four years, undergraduates normally take four courses per semester.
In most majors, an honors degree requires advanced coursework and a senior thesis.
Though some introductory courses have large enrollments, the median class size is 12 students.
=== Research ===
Harvard is a founding member of the Association of American Universities and a preeminent research university with "very high" research activity (R1) and comprehensive doctoral programs across the arts, sciences, engineering, and medicine according to the Carnegie Classification.With the medical school consistently ranking first among medical schools for research, biomedical research is an area of particular strength for the university. More than 11,000 faculty and over 1,600 graduate students conduct research at the medical school as well as its 15 affiliated hospitals and research institutes. The medical school and its affiliates attracted $1.65 billion in competitive research grants from the National Institutes of Health in 2019, more than twice as much as any other university.
=== Libraries and museums ===
The Harvard Library system is centered in Widener Library in Harvard Yard and comprises nearly 80 individual libraries holding about 20.4 million items. According to the American Library Association, this makes it the largest academic library in the world.Houghton Library, the Arthur and Elizabeth Schlesinger Library on the History of Women in America, and the Harvard University Archives consist principally of rare and unique materials. America's oldest collection of maps, gazetteers, and atlases both old and new is stored in Pusey Library and open to the public. The largest collection of East-Asian language material outside of East Asia is held in the Harvard-Yenching Library
The Harvard Art Museums comprise three museums. The Arthur M. Sackler Museum covers Asian, Mediterranean, and Islamic art, the Busch–Reisinger Museum (formerly the Germanic Museum) covers central and northern European art, and the Fogg Museum covers Western art from the Middle Ages to the present emphasizing Italian early Renaissance, British pre-Raphaelite, and 19th-century French art. The Harvard Museum of Natural History includes the Harvard Mineralogical Museum, the Harvard University Herbaria featuring the Blaschka Glass Flowers exhibit, and the Museum of Comparative Zoology. Other museums include the Carpenter Center for the Visual Arts, designed by Le Corbusier and housing the film archive, the Peabody Museum of Archaeology and Ethnology, specializing in the cultural history and civilizations of the Western Hemisphere, and the Harvard Museum of the Ancient Near East featuring artifacts from excavations in the Middle East.
=== Reputation and rankings ===
Among overall rankings, the Academic Ranking of World Universities (ARWU) has ranked Harvard as the world's top university every year since it was released.
When QS and Times Higher Education collaborated to publish the Times Higher Education–QS World University Rankings from 2004 to 2009, Harvard held the top spot every year and continued to hold first place on THE World Reputation Rankings ever since it was released in 2011.
In 2019, it was ranked first worldwide by SCImago Institutions Rankings. It was ranked in the first tier of American research universities, along with Columbia, MIT, and Stanford, in the 2019 report from the Center for Measuring University Performance. Harvard University is accredited by the New England Commission of Higher Education.Among rankings of specific indicators, Harvard topped both the University Ranking by Academic Performance (2019–2020) and Mines ParisTech: Professional Ranking of World Universities (2011), which measured universities' numbers of alumni holding CEO positions in Fortune Global 500 companies. According to annual polls done by The Princeton Review, Harvard is consistently among the top two most commonly named dream colleges in the United States, both for students and parents. Additionally, having made significant investments in its engineering school in recent years, Harvard was ranked third worldwide for Engineering and Technology in 2019 by Times Higher Education.In international relations, Foreign Policy magazine ranks Harvard best in the world at the undergraduate level and second in the world at the graduate level, behind the Edmund A. Walsh School of Foreign Service at Georgetown University.
== Student life ==
Student life and activities are generally organized within each school.
=== Student government ===
The Undergraduate Council represents College students. The Graduate Council represents students at all twelve graduate and professional schools, most of which also have their own student government.
=== Athletics ===
Both the undergraduate College and the graduate schools have intramural sports programs.
Harvard College competes in the NCAA Division I Ivy League conference. The school fields 42 intercollegiate sports teams, more than any other college in the country. Every two years, the Harvard and Yale track and field teams come together to compete against a combined Oxford and Cambridge team in the oldest continuous international amateur competition in the world. As with other Ivy League universities, Harvard does not offer athletic scholarships. The school color is crimson.
Harvard's athletic rivalry with Yale is intense in every sport in which they meet, coming to a climax each fall in the annual football meeting, which dates back to 1875.
== Harvard University Gazette ==
The Harvard Gazette, also called the Harvard University Gazette, is the official press organ of Harvard University. Formerly a print publication, it is now a web site. It publicizes research, faculty, teaching and events at the university. Initiated in 1906, it was originally a weekly calendar of news and events. In 1968 it became a weekly newspaper.
When the Gazette was a print publication, it was considered a good way of keeping up with Harvard news: "If weekly reading suits you best, the most comprehensive and authoritative medium is the Harvard University Gazette".
In 2010, the Gazette "shifted from a print-first to a digital-first and mobile-first" publication, and reduced its publication calendar to biweekly, while keeping the same number of reporters, including some who had previously worked for the Boston Globe, Miami Herald, and the Associated Press.
== Notable people ==
=== Alumni ===
Over more than three and a half centuries, Harvard alumni have contributed creatively and significantly to society, the arts and sciences, business, and national and international affairs.
Harvard's affiliates (official counts) include eight U.S. presidents, 188 living billionaires, 49 Nobel laureates, 7 Fields Medal winners, 9 Turing Award laureates, 369 Rhodes Scholars, 252 Marshall Scholars, and 13 Mitchell Scholars. Harvard students and alumni have won 10 Academy Awards, 48 Pulitzer Prizes, and 108 Olympic medals (including 46 gold medals), and they have founded many notable companies worldwide.
Notable Harvard alumni include:
=== Faculty ===
Notable present and past Harvard faculty include:
== Literature and popular culture ==
The perception of Harvard as a center of either elite achievement, or elitist privilege, has made it a frequent literary and cinematic backdrop. "In the grammar of film, Harvard has come to mean both tradition, and a certain amount of stuffiness," film critic Paul Sherman has said.
=== Literature ===
The Sound and the Fury (1929) and Absalom, Absalom! (1936) by William Faulkner both depict Harvard student life.
Of Time and the River (1935) by Thomas Wolfe is a fictionalized autobiography that includes his alter ego's time at Harvard.
The Late George Apley (1937) by John P. Marquand parodies Harvard men at the opening of the 20th century; it won the Pulitzer Prize.
The Second Happiest Day (1953) by John P. Marquand Jr. portrays the Harvard of the World War II generation.
=== Film ===
Harvard permits filming on its property only rarely, so most scenes set at Harvard (especially indoor shots, but excepting aerial footage and shots of public areas such as Harvard Square) are in fact shot elsewhere.
Love Story (1970) concerns a romance between a wealthy Harvard hockey player (Ryan O'Neal) and a brilliant Radcliffe student of modest means (Ali MacGraw): it is screened annually for incoming freshmen.
The Paper Chase (1973)
A Small Circle of Friends (1980)
== See also ==
== Notes ==
== References ==
== Bibliography ==
== External links ==
Official website
Harvard University at College Navigator, a tool from the National Center for Education Statistics
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Film
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A film – also called a movie, motion picture, moving picture, picture, photoplay or (slang) flick – is a work of visual art that simulates experiences and otherwise communicates ideas, stories, perceptions, feelings, beauty, or atmosphere through the use of moving images. These images are generally accompanied by sound and, more rarely, other sensory stimulations. The word "cinema", short for cinematography, is often used to refer to filmmaking and the film industry, and the art form that is the result of it.
== Recording and transmission of the film ==
The moving images of a film are created by photographing actual scenes with a motion-picture camera, by photographing drawings or miniature models using traditional animation techniques, by means of CGI and computer animation, or by a combination of some or all of these techniques, and other visual effects.
Before the introduction of digital production, a series of still images were recorded on a strip of chemically sensitized celluloid (photographic film stock), usually at a rate of 24 frames per second. The images are transmitted through a movie projector at the same rate as they were recorded, with a Geneva drive ensuring that each frame remains still during its short projection time. A rotating shutter causes stroboscopic intervals of darkness, but the viewer does not notice the interruptions due to flicker fusion. The apparent motion on the screen is the result of the fact that the visual sense cannot discern the individual images at high speeds, so the impressions of the images blend with the dark intervals and are thus linked together to produce the illusion of one moving image. An analogous optical soundtrack (a graphic recording of the spoken words, music and other sounds) runs along a portion of the film exclusively reserved for it, and was not projected.
Contemporary films are usually fully digital through the entire process of production, distribution, and exhibition.
== Etymology and alternative terms ==
The name "film" originally referred to the thin layer of photochemical emulsion on the celluloid strip that used to be the actual medium for recording and displaying motion pictures.
Many other terms exist for an individual motion-picture, including "picture", "picture show", "moving picture", "photoplay", and "flick". The most common term in the United States is "movie", while in Europe, "film" is preferred. Archaic terms include "animated pictures" and "animated photography".
"Flick" is, in general a slang term, first recorded in 1926. It originates in the verb flicker, owing to the flickering appearance of early films.Common terms for the field, in general, include "the big screen", "the silver screen", "the movies", and "cinema"; the last of these is commonly used, as an overarching term, in scholarly texts and critical essays. In the early years, the word "sheet" was sometimes used instead of "screen".
== History ==
=== Precursors ===
The art of film has drawn on several earlier traditions in fields such as oral storytelling, literature, theatre and visual arts. Forms of art and entertainment that had already featured moving or projected images include:
shadowgraphy, probably used since prehistoric times
camera obscura, a natural phenomenon that has possibly been used as an artistic aid since prehistoric times
shadow puppetry, possibly originated around 200 BCE in Central Asia, India, Indonesia or China
The magic lantern, developed in the 1650s. The multi-media phantasmagoria shows that magic lanterns were popular from 1790 throughout the first half of the 19th century and could feature mechanical slides, rear projection, mobile projectors, superimposition, dissolving views, live actors, smoke (sometimes to project images upon), odors, sounds and even electric shocks.
=== Before celluloid ===
The stroboscopic animation principle was introduced in 1833 with the stroboscopic disc (better known as the phénakisticope) and later applied in the zoetrope (since 1866), the flip book (since 1868), and the praxinoscope (since 1877), before it became the basic principle for cinematography.
Experiments with early phénakisticope-based animation projectors were made at least as early as 1843 and publicly screened in 1847. Jules Duboscq marketed phénakisticope projection systems in France from c. 1853 until the 1890s.
Photography was introduced in 1839, but initially photographic emulsions needed such long exposures that the recording of moving subjects seemed impossible. At least as early as 1844, photographic series of subjects posed in different positions were created to either suggest a motion sequence or document a range of different viewing angles. The advent of stereoscopic photography, with early experiments in the 1840s and commercial success since the early 1850s, raised interest in completing the photographic medium with the addition of means to capture colour and motion. In 1849, Joseph Plateau published about the idea to combine his invention of the phénakisticope with the stereoscope, as suggested to him by stereoscope inventor Charles Wheatstone, and to use photographs of plaster sculptures in different positions to be animated in the combined device. In 1852, Jules Duboscq patented such an instrument as the "Stéréoscope-fantascope, ou Bïoscope", but he only marketed it very briefly, without success. One Bïoscope disc with stereoscopic photographs of a machine is in the Plateau collection of Ghent University, but no instruments or other discs have yet been found.
By the late 1850s the first examples of instantaneous photography came about and provided hope that motion photography would soon be possible, but it took a few decades before it was successfully combined with a method to record series of sequential images in real-time. In 1878, Eadweard Muybridge eventually managed to take a series of photographs of a running horse with a battery of cameras in a line along the track and published the results as The Horse in Motion on cabinet cards. Muybridge, as well as Étienne-Jules Marey, Ottomar Anschütz and many others, would create many more chronophotography studies. Muybridge had the contours of dozens of his chronophotographic series traced onto glass discs and projected them with his zoopraxiscope in his lectures from 1880 to 1895.
Anschütz made his first instantaneous photographs in 1881. He developed a portable camera that allowed shutter speeds as short as 1/1000 of a second in 1882. The quality of his pictures was generally regarded to be much higher than that of the chronophotography works Muybridge and Étienne-Jules Marey.
In 1886, Anschütz developed the Electrotachyscope, an early device that displayed short motion picture loops with 24 glass plate photographs on a 1.5 meter wide rotating wheel that was hand-cranked to the speed of circa 30 frames per second. Different versions were shown at many international exhibitions, fairs, conventions and arcades from 1887 until at least 1894. Starting in 1891, some 152 examples of a coin-operated peep-box Electrotachyscope model were manufactured by Siemens & Halske in Berlin and sold internationally. Nearly 34,000 people paid to see it at the Berlin Exhibition Park in summer 1892. Others saw it in London or at the 1893 Chicago World's Fair.On 25 November 1894, Anschütz introduced a Electrotachyscope projector with a 6x8 meter screening in Berlin. Between 22 February and 30 March 1895, a total of circa 7,000 paying customers came to view a 1.5-hour show of some 40 scenes at a 300-seat hall in the old Reichstag building in Berlin.
Émile Reynaud already mentioned the possibility of projecting the images of the Praxinoscope in his 1877 patent application. He presented a praxinoscope projection device at the Société française de photographie on 4 June 1880, but did not market his praxinoscope a projection before 1882. He then further developed the device into the Théâtre Optique which could project longer sequences with separate backgrounds, patented in 1888. He created several movies for the machine by painting images on hundreds of gelatin plates that were mounted into cardboard frames and attached to a cloth band. From 28 October 1892 to March 1900 Reynaud gave over 12,800 shows to a total of over 500,000 visitors at the Musée Grévin in Paris.
=== First motion pictures ===
By the end of the 1880s, the introduction of lengths of celluloid photographic film and the invention of motion picture cameras, which could photograph a rapid sequence of images using only one lens, allowed action to be captured and stored on a single compact reel of film.
Movies were initially shown publicly to one person at a time through "peep show" devices such as the Electrotachyscope, Kinetoscope and the Mutoscope. Not much later, exhibitors managed to project films on large screens for theatre audiences.
The first public screenings of films at which admission was charged were made in 1895 by the American Woodville Latham and his sons, using films produced by their Eidoloscope company, by the Skladanowsky brothers and by the – arguably better known – French brothers Auguste and Louis Lumière with ten of their own productions. Private screenings had preceded these by several months, with Latham's slightly predating the others´s.
=== Early evolution ===
The earliest films were simply one static shot that showed an event or action with no editing or other cinematic techniques. Typical films showed employees leaving a factory gate, people walking in the street, and the view from the front of a trolley as it traveled a city's Main Street. According to legend, when a film showed a locomotive at high speed approaching the audience, the audience panicked and ran from the theater. Around the turn of the 20th century, films started stringing several scenes together to tell a story. (The filmmakers who first put several shots or scenes discovered that, when one shot follows another, that act establishes a relationship between the content in the separate shots in the minds of the viewer. It is this relationship that makes all film storytelling possible. In a simple example, if a person is shown looking out a window, whatever the next shot shows, it will be regarded as the view the person was seeing.) Each scene was a single stationary shot with the action occurring before it. The scenes were later broken up into multiple shots photographed from different distances and angles. Other techniques such as camera movement were developed as effective ways to tell a story with film. Until sound film became commercially practical in the late 1920s, motion pictures were a purely visual art, but these innovative silent films had gained a hold on the public imagination. Rather than leave audiences with only the noise of the projector as an accompaniment, theater owners hired a pianist or organist or, in large urban theaters, a full orchestra to play music that fit the mood of the film at any given moment. By the early 1920s, most films came with a prepared list of sheet music to be used for this purpose, and complete film scores were composed for major productions.
The rise of European cinema was interrupted by the outbreak of World War I, while the film industry in the United States flourished with the rise of Hollywood, typified most prominently by the innovative work of D. W. Griffith in The Birth of a Nation (1915) and Intolerance (1916). However, in the 1920s, European filmmakers such as Eisenstein, F. W. Murnau and Fritz Lang, in many ways inspired by the meteoric wartime progress of film through Griffith, along with the contributions of Charles Chaplin, Buster Keaton and others, quickly caught up with American film-making and continued to further advance the medium.
=== Sound ===
In the 1920s, the development of electronic sound recording technologies made it practical to incorporate a soundtrack of speech, music and sound effects synchronized with the action on the screen. The resulting sound films were initially distinguished from the usual silent "moving pictures" or "movies" by calling them "talking pictures" or "talkies." The revolution they wrought was swift. By 1930, silent film was practically extinct in the US and already being referred to as "the old medium."The evolution of sound in cinema began with the idea of combining moving images with existing phonograph sound technology. Early sound-film systems, such as Thomas Edison's Kinetoscope and the Vitaphone used by Warner Bros., laid the groundwork for synchronized sound in film. The Vitaphone system, produced alongside Bell Telephone Company and Western Electric, faced initial resistance due to expensive equipping costs, but sound in cinema gained acceptance with movies like Don Juan (1926) and The Jazz Singer (1927).American film studios, while Europe standardized on Tobis-Klangfilm and Tri-Ergon systems. This new technology allowed for greater fluidity in film, giving rise to more complex and epic movies like King Kong (1933).As the television threat emerged in the 1940s and 1950s, the film industry needed to innovate to attract audiences. In terms of sound technology, this meant the development of surround sound and more sophisticated audio systems, such as Cinerama's seven-channel system. However, these advances required a large number of personnel to operate the equipment and maintain the sound experience in theaters.In 1966, Dolby Laboratories introduced the Dolby A noise reduction system, which became a standard in the recording industry and eliminated the hissing sound associated with earlier standardization efforts. Dolby Stereo, a revolutionary surround sound system, followed and allowed cinema designers to take acoustics into consideration when designing theaters. This innovation enabled audiences in smaller venues to enjoy comparable audio experiences to those in larger city theaters.Today, the future of sound in film remains uncertain, with potential influences from artificial intelligence, remastered audio, and personal viewing experiences shaping its development. However, it is clear that the evolution of sound in cinema has been marked by continuous innovation and a desire to create more immersive and engaging experiences for audiences.
=== Color ===
A significant technological advancement in film was the introduction of "natural color," where color was captured directly from nature through photography, as opposed to being manually added to black-and-white prints using techniques like hand-coloring or stencil-coloring. Early color processes often produced colors that appeared far from "natural". Unlike the rapid transition from silent films to sound films, color's replacement of black-and-white happened more gradually.The crucial innovation was the three-strip version of the Technicolor process, first used in animated cartoons in 1932. The process was later applied to live-action short films, specific sequences in feature films, and finally, for an entire feature film, Becky Sharp, in 1935. Although the process was expensive, the positive public response, as evidenced by increased box office revenue, generally justified the additional cost. Consequently, the number of films made in color gradually increased year after year.
=== 1950s: growing influence of television ===
In the early 1950s, the proliferation of black-and-white television started seriously depressing North American theater attendance. In an attempt to lure audiences back into theaters, bigger screens were installed, widescreen processes, polarized 3D projection, and stereophonic sound were introduced, and more films were made in color, which soon became the rule rather than the exception. Some important mainstream Hollywood films were still being made in black-and-white as late as the mid-1960s, but they marked the end of an era. Color television receivers had been available in the US since the mid-1950s, but at first, they were very expensive and few broadcasts were in color. During the 1960s, prices gradually came down, color broadcasts became common, and sales boomed. The overwhelming public verdict in favor of color was clear. After the final flurry of black-and-white films had been released in mid-decade, all Hollywood studio productions were filmed in color, with the usual exceptions made only at the insistence of "star" filmmakers such as Peter Bogdanovich and Martin Scorsese.
=== 1960s and later ===
The decades following the decline of the studio system in the 1960s saw changes in the production and style of film. Various New Wave movements (including the French New Wave, New German Cinema wave, Indian New Wave, Japanese New Wave, New Hollywood, and Egyptian New Wave) and the rise of film-school-educated independent filmmakers contributed to the changes the medium experienced in the latter half of the 20th century. Digital technology has been the driving force for change throughout the 1990s and into the 2000s. Digital 3D projection largely replaced earlier problem-prone 3D film systems and has become popular in the early 2010s.
== Film theory ==
"Film theory" seeks to develop concise and systematic concepts that apply to the study of film as art. The concept of film as an art-form began in 1911 with Ricciotto Canudo's manifest The Birth of the Sixth Art. The Moscow Film School, the oldest film school in the world, was founded in 1919, in order to teach about and research film theory. Formalist film theory, led by Rudolf Arnheim, Béla Balázs, and Siegfried Kracauer, emphasized how film differed from reality and thus could be considered a valid fine art. André Bazin reacted against this theory by arguing that film's artistic essence lay in its ability to mechanically reproduce reality, not in its differences from reality, and this gave rise to realist theory. More recent analysis spurred by Jacques Lacan's psychoanalysis and Ferdinand de Saussure's semiotics among other things has given rise to psychoanalytic film theory, structuralist film theory, feminist film theory, and others. On the other hand, critics from the analytical philosophy tradition, influenced by Wittgenstein, try to clarify misconceptions used in theoretical studies and produce analysis of a film's vocabulary and its link to a form of life.
=== Language ===
Film is considered to have its own language. James Monaco wrote a classic text on film theory, titled "How to Read a Film," that addresses this. Director Ingmar Bergman famously said, "Andrei Tarkovsky for me is the greatest director, the one who invented a new language, true to the nature of film, as it captures life as a reflection, life as a dream." An example of the language is a sequence of back and forth images of one speaking actor's left profile, followed by another speaking actor's right profile, then a repetition of this, which is a language understood by the audience to indicate a conversation. This describes another theory of film, the 180-degree rule, as a visual story-telling device with an ability to place a viewer in a context of being psychologically present through the use of visual composition and editing. The "Hollywood style" includes this narrative theory, due to the overwhelming practice of the rule by movie studios based in Hollywood, California, during film's classical era. Another example of cinematic language is having a shot that zooms in on the forehead of an actor with an expression of silent reflection that cuts to a shot of a younger actor who vaguely resembles the first actor, indicating that the first person is remembering a past self, an edit of compositions that causes a time transition.
=== Montage ===
Montage is a film editing technique in which separate pieces of film are selected, edited, and assembled to create a new section or sequence within a film. This technique can be used to convey a narrative or to create an emotional or intellectual effect by juxtaposing different shots, often for the purpose of condensing time, space, or information. Montage can involve flashbacks, parallel action, or the interplay of various visual elements to enhance the storytelling or create symbolic meaning.The concept of montage emerged in the 1920s, with pioneering Soviet filmmakers such as Sergei Eisenstein and Lev Kuleshov developing the theory of montage. Eisenstein's film Battleship Potemkin (1925) is a prime example of the innovative use of montage, where he employed complex juxtapositions of images to create a visceral impact on the audience.As the art of montage evolved, filmmakers began incorporating musical and visual counterpoint to create a more dynamic and engaging experience for the viewer. The development of scene construction through mise-en-scène, editing, and special effects led to more sophisticated techniques that can be compared to those utilized in opera and ballet.The French New Wave movement of the late 1950s and 1960s also embraced the montage technique, with filmmakers such as Jean-Luc Godard and François Truffaut using montage to create distinctive and innovative films. This approach continues to be influential in contemporary cinema, with directors employing montage to create memorable sequences in their films.In contemporary cinema, montage continues to play an essential role in shaping narratives and creating emotional resonance. Filmmakers have adapted the traditional montage technique to suit the evolving aesthetics and storytelling styles of modern cinema.
Rapid editing and fast-paced montages: With the advent of digital editing tools, filmmakers can now create rapid and intricate montages to convey information or emotions quickly. Films like Darren Aronofsky's Requiem for a Dream (2000) and Edgar Wright's Shaun of the Dead (2004) employ fast-paced editing techniques to create immersive and intense experiences for the audience.
Music video influence: The influence of music videos on film has led to the incorporation of stylized montage sequences, often accompanied by popular music. Films like Guardians of the Galaxy (2014) and Baby Driver (2017) use montage to create visually striking sequences that are both entertaining and narratively functional.
Sports and training montages: The sports and training montage has become a staple in modern cinema, often used to condense time and show a character's growth or development. Examples of this can be found in films like Rocky (1976), The Karate Kid (1984), and Million Dollar Baby (2004).
Cross-cutting and parallel action: Contemporary filmmakers often use montage to create tension and suspense by cross-cutting between parallel storylines. Christopher Nolan's Inception (2010) and Dunkirk (2017) employ complex cross-cutting techniques to build narrative momentum and heighten the audience's emotional engagement.
Thematic montage: Montage can also be used to convey thematic elements or motifs in a film. Wes Anderson's The Royal Tenenbaums (2001) employs montage to create a visual language that reflects the film's themes of family, nostalgia, and loss.As the medium of film continues to evolve, montage remains an integral aspect of visual storytelling, with filmmakers finding new and innovative ways to employ this powerful technique.
=== Film criticism ===
Film criticism is the analysis and evaluation of films. In general, these works can be divided into two categories: academic criticism by film scholars and journalistic film criticism that appears regularly in newspapers and other media. Film critics working for newspapers, magazines, and broadcast media mainly review new releases. Normally they only see any given film once and have only a day or two to formulate their opinions. Despite this, critics have an important impact on the audience response and attendance at films, especially those of certain genres. Mass marketed action, horror, and comedy films tend not to be greatly affected by a critic's overall judgment of a film. The plot summary and description of a film and the assessment of the director's and screenwriters' work that makes up the majority of most film reviews can still have an important impact on whether people decide to see a film. For prestige films such as most dramas and art films, the influence of reviews is important. Poor reviews from leading critics at major papers and magazines will often reduce audience interest and attendance.
The impact of a reviewer on a given film's box office performance is a matter of debate. Some observers claim that movie marketing in the 2000s is so intense, well-coordinated and well financed that reviewers cannot prevent a poorly written or filmed blockbuster from attaining market success. However, the cataclysmic failure of some heavily promoted films which were harshly reviewed, as well as the unexpected success of critically praised independent films indicates that extreme critical reactions can have considerable influence. Other observers note that positive film reviews have been shown to spark interest in little-known films. Conversely, there have been several films in which film companies have so little confidence that they refuse to give reviewers an advanced viewing to avoid widespread panning of the film. However, this usually backfires, as reviewers are wise to the tactic and warn the public that the film may not be worth seeing and the films often do poorly as a result. Journalist film critics are sometimes called film reviewers. Critics who take a more academic approach to films, through publishing in film journals and writing books about films using film theory or film studies approaches, study how film and filming techniques work, and what effect they have on people. Rather than having their reviews published in newspapers or appearing on television, their articles are published in scholarly journals or up-market magazines. They also tend to be affiliated with colleges or universities as professors or instructors.
== Industry ==
The making and showing of motion pictures became a source of profit almost as soon as the process was invented. Upon seeing how successful their new invention, and its product, was in their native France, the Lumières quickly set about touring the Continent to exhibit the first films privately to royalty and publicly to the masses. In each country, they would normally add new, local scenes to their catalogue and, quickly enough, found local entrepreneurs in the various countries of Europe to buy their equipment and photograph, export, import, and screen additional product commercially. The Oberammergau Passion Play of 1898 was the first commercial motion picture ever produced. Other pictures soon followed, and motion pictures became a separate industry that overshadowed the vaudeville world. Dedicated theaters and companies formed specifically to produce and distribute films, while motion picture actors became major celebrities and commanded huge fees for their performances. By 1917 Charlie Chaplin had a contract that called for an annual salary of one million dollars. From 1931 to 1956, film was also the only image storage and playback system for television programming until the introduction of videotape recorders.
In the United States, much of the film industry is centered around Hollywood, California. Other regional centers exist in many parts of the world, such as Mumbai-centered Bollywood, the Indian film industry's Hindi cinema which produces the largest number of films in the world. Though the expense involved in making films has led cinema production to concentrate under the auspices of movie studios, recent advances in affordable film making equipment have allowed independent film productions to flourish.
Profit is a key force in the industry, due to the costly and risky nature of filmmaking; many films have large cost overruns, an example being Kevin Costner's Waterworld. Yet many filmmakers strive to create works of lasting social significance. The Academy Awards (also known as "the Oscars") are the most prominent film awards in the United States, providing recognition each year to films, based on their artistic merits. There is also a large industry for educational and instructional films made in lieu of or in addition to lectures and texts. Revenue in the industry is sometimes volatile due to the reliance on blockbuster films released in movie theaters. The rise of alternative home entertainment has raised questions about the future of the cinema industry, and Hollywood employment has become less reliable, particularly for medium and low-budget films.
== Associated fields ==
Derivative academic fields of study may both interact with and develop independently of filmmaking, as in film theory and analysis. Fields of academic study have been created that are derivative or dependent on the existence of film, such as film criticism, film history, divisions of film propaganda in authoritarian governments, or psychological on subliminal effects (e.g., of a flashing soda can during a screening). These fields may further create derivative fields, such as a movie review section in a newspaper or a television guide. Sub-industries can spin off from film, such as popcorn makers, and film-related toys (e.g., Star Wars figures). Sub-industries of pre-existing industries may deal specifically with film, such as product placement and other advertising within films.
== Terminology ==
The terminology used for describing motion pictures varies considerably between British and American English. In British usage, the name of the medium is "film". The word "movie" is understood but seldom used. Additionally, "the pictures" (plural) is used semi-frequently to refer to the place where movies are exhibited, while in American English this may be called "the movies", but it is becoming outdated. In other countries, the place where movies are exhibited may be called a cinema or movie theatre. By contrast, in the United States, "movie" is the predominant form. Although the words "film" and "movie" are sometimes used interchangeably, "film" is more often used when considering artistic, theoretical, or technical aspects. The term "movies" more often refers to entertainment or commercial aspects, as where to go for fun evening on a date. For example, a book titled "How to Understand a Film" would probably be about the aesthetics or theory of film, while a book entitled "Let's Go to the Movies" would probably be about the history of entertaining movies and blockbusters.
Further terminology is used to distinguish various forms and media used in the film industry. "Motion pictures" and "moving pictures" are frequently used terms for film and movie productions specifically intended for theatrical exhibition, such as, for instance, Star Wars. "DVD" and "videotape" are video formats that can reproduce a photochemical film. A reproduction based on such is called a "transfer." After the advent of theatrical film as an industry, the television industry began using videotape as a recording medium. For many decades, tape was solely an analog medium onto which moving images could be either recorded or transferred. "Film" and "filming" refer to the photochemical medium that chemically records a visual image and the act of recording respectively. However, the act of shooting images with other visual media, such as with a digital camera, is still called "filming" and the resulting works often called "films" as interchangeable to "movies," despite not being shot on film. "Silent films" need not be utterly silent, but are films and movies without an audible dialogue, including those that have a musical accompaniment. The word, "Talkies," refers to the earliest sound films created to have audible dialogue recorded for playback along with the film, regardless of a musical accompaniment. "Cinema" either broadly encompasses both films and movies, or it is roughly synonymous with film and theatrical exhibition, and both are capitalized when referring to a category of art. The "silver screen" refers to the projection screen used to exhibit films and, by extension, is also used as a metonym for the entire film industry.
"Widescreen" refers to a larger width to height in the frame, compared to earlier historic aspect ratios. A "feature-length film", or "feature film", is of a conventional full length, usually 60 minutes or more, and can commercially stand by itself without other films in a ticketed screening. A "short" is a film that is not as long as a feature-length film, often screened with other shorts, or preceding a feature-length film. An "independent" is a film made outside the conventional film industry.
In US usage, one talks of a "screening" or "projection" of a movie or video on a screen at a public or private "theater." In British English, a "film showing" happens at a cinema (never a "theatre", which is a different medium and place altogether). A cinema usually refers to an arena designed specifically to exhibit films, where the screen is affixed to a wall, while a theater usually refers to a place where live, non-recorded action or combination thereof occurs from a podium or other type of stage, including the amphitheater. Theaters can still screen movies in them, though the theater would be retrofitted to do so. One might propose "going to the cinema" when referring to the activity, or sometimes "to the pictures" in British English, whereas the US expression is usually "going to the movies." A cinema usually shows a mass-marketed movie using a front-projection screen process with either a film projector or, more recently, with a digital projector. But, cinemas may also show theatrical movies from their home video transfers that include Blu-ray Disc, DVD, and videocassette when they possess sufficient projection quality or based upon need, such as movies that exist only in their transferred state, which may be due to the loss or deterioration of the film master and prints from which the movie originally existed. Due to the advent of digital film production and distribution, physical film might be absent entirely. A "double feature" is a screening of two independently marketed, stand-alone feature films. A "viewing" is a watching of a film. "Sales" and "at the box office" refer to tickets sold at a theater, or more currently, rights sold for individual showings. A "release" is the distribution and often simultaneous screening of a film. A "preview" is a screening in advance of the main release.
Any film may also have a "sequel", which portrays events following those in the film. Bride of Frankenstein is an early example. When there are more films than one with the same characters, story arcs, or subject themes, these movies become a "series," such as the James Bond series. And, existing outside a specific story timeline usually, does not exclude a film from being part of a series. A film that portrays events occurring earlier in a timeline with those in another film, but is released after that film, is sometimes called a "prequel," an example being Butch and Sundance: The Early Days.
The "credits," or "end credits," is a list that gives credit to the people involved in the production of a film. Films from before the 1970s usually start a film with credits, often ending with only a title card, saying "The End" or some equivalent, often an equivalent that depends on the language of the production. From then onward, a film's credits usually appear at the end of most films. However, films with credits that end a film often repeat some credits at or near the start of a film and therefore appear twice, such as that film's acting leads, while less frequently some appearing near or at the beginning only appear there, not at the end, which often happens to the director's credit. The credits appearing at or near the beginning of a film are usually called "titles" or "beginning titles." A post-credits scene is a scene shown after the end of the credits. Ferris Bueller's Day Off has a post-credit scene in which Ferris tells the audience that the film is over and they should go home.
A film's "cast" refers to a collection of the actors and actresses who appear, or "star," in a film. A star is an actor or actress, often a popular one, and in many cases, a celebrity who plays a central character in a film. Occasionally the word can also be used to refer to the fame of other members of the crew, such as a director or other personality, such as Martin Scorsese. A "crew" is usually interpreted as the people involved in a film's physical construction outside cast participation, and it could include directors, film editors, photographers, grips, gaffers, set decorators, prop masters, and costume designers. A person can both be part of a film's cast and crew, such as Woody Allen, who directed and starred in Take the Money and Run.
A "film goer," "movie goer," or "film buff" is a person who likes or often attends films and movies, and any of these, though more often the latter, could also see oneself as a student to films and movies or the filmic process. Intense interest in films, film theory, and film criticism, is known as cinephilia. A film enthusiast is known as a cinephile or cineaste.
=== Preview ===
A preview performance refers to a showing of a film to a select audience, usually for the purposes of corporate promotions, before the public film premiere itself. Previews are sometimes used to judge audience reaction, which if unexpectedly negative, may result in recutting or even refilming certain sections based on the audience response. One example of a film that was changed after a negative response from the test screening is 1982's First Blood. After the test audience responded very negatively to the death of protagonist John Rambo, a Vietnam veteran, at the end of the film, the company wrote and re-shot a new ending in which the character survives.
=== Trailer and teaser ===
Trailers or previews are advertisements for films that will be shown in 1 to 3 months at a cinema. Back in the early days of cinema, with theaters that had only one or two screens, only certain trailers were shown for the films that were going to be shown there. Later, when theaters added more screens or new theaters were built with a lot of screens, all different trailers were shown even if they were not going to play that film in that theater. Film studios realized that the more trailers that were shown (even if it was not going to be shown in that particular theater) the more patrons would go to a different theater to see the film when it came out. The term "trailer" comes from their having originally been shown at the end of a film program. That practice did not last long because patrons tended to leave the theater after the films ended, but the name has stuck. Trailers are now shown before the film (or the "A film" in a double feature program) begins. Film trailers are also common on DVDs and Blu-ray Discs, as well as on the Internet and mobile devices. Trailers are created to be engaging and interesting for viewers. As a result, in the Internet era, viewers often seek out trailers to watch them. Of the ten billion videos watched online annually in 2008, film trailers ranked third, after news and user-created videos. Teasers are a much shorter preview or advertisement that lasts only 10 to 30 seconds. Teasers are used to get patrons excited about a film coming out in the next six to twelve months. Teasers may be produced even before the film production is completed.
== The role of film in culture ==
Films are cultural artifacts created by specific cultures, facilitating intercultural dialogue. It is considered to be an important art form that provides entertainment and historical value, often visually documenting a period of time. The visual basis of the medium gives it a universal power of communication, often stretched further through the use of dubbing or subtitles to translate the dialog into other languages. Just seeing a location in a film is linked to higher tourism to that location, demonstrating how powerful the suggestive nature of the medium can be.
=== Education and propaganda ===
Film is used for a range of goals, including education and propaganda due its ability to effectively intercultural dialogue. When the purpose is primarily educational, a film is called an "educational film". Examples are recordings of academic lectures and experiments, or a film based on a classic novel. Film may be propaganda, in whole or in part, such as the films made by Leni Riefenstahl in Nazi Germany, US war film trailers during World War II, or artistic films made under Stalin by Sergei Eisenstein. They may also be works of political protest, as in the films of Andrzej Wajda, or more subtly, the films of Andrei Tarkovsky. The same film may be considered educational by some, and propaganda by others as the categorization of a film can be subjective.
== Production ==
At its core, the means to produce a film depend on the content the filmmaker wishes to show, and the apparatus for displaying it: the zoetrope merely requires a series of images on a strip of paper. Film production can, therefore, take as little as one person with a camera (or even without a camera, as in Stan Brakhage's 1963 film Mothlight), or thousands of actors, extras, and crew members for a live-action, feature-length epic.
The necessary steps for almost any film can be boiled down to conception, planning, execution, revision, and distribution. The more involved the production, the more significant each of the steps becomes. In a typical production cycle of a Hollywood-style film, these main stages are defined as development, pre-production, production, post-production and distribution.
This production cycle usually takes three years. The first year is taken up with development. The second year comprises preproduction and production. The third year, post-production and distribution. The bigger the production, the more resources it takes, and the more important financing becomes; most feature films are artistic works from the creators' perspective (e.g., film director, cinematographer, screenwriter) and for-profit business entities for the production companies.
=== Crew ===
A film crew is a group of people hired by a film company, employed during the "production" or "photography" phase, for the purpose of producing a film or motion picture. Crew is distinguished from cast, who are the actors who appear in front of the camera or provide voices for characters in the film. The crew interacts with but is also distinct from the production staff, consisting of producers, managers, company representatives, their assistants, and those whose primary responsibility falls in pre-production or post-production phases, such as screenwriters and film editors. Communication between production and crew generally passes through the director and his/her staff of assistants. Medium-to-large crews are generally divided into departments with well-defined hierarchies and standards for interaction and cooperation between the departments. Other than acting, the crew handles everything in the photography phase: props and costumes, shooting, sound, electrics (i.e., lights), sets, and production special effects. Caterers (known in the film industry as "craft services") are usually not considered part of the crew.
=== Technology ===
Film stock consists of transparent celluloid, acetate, or polyester base coated with an emulsion containing light-sensitive chemicals. Cellulose nitrate was the first type of film base used to record motion pictures, but due to its flammability was eventually replaced by safer materials. Stock widths and the film format for images on the reel have had a rich history, though most large commercial films are still shot on (and distributed to theaters) as 35 mm prints.
Originally moving picture film was shot and projected at various speeds using hand-cranked cameras and projectors; though 1000 frames per minute (162/3 frame/s) is generally cited as a standard silent speed, research indicates most films were shot between 16 frame/s and 23 frame/s and projected from 18 frame/s on up (often reels included instructions on how fast each scene should be shown). When synchronized sound film was introduced in the late 1920s, a constant speed was required for the sound head. 24 frames per second were chosen because it was the slowest (and thus cheapest) speed which allowed for sufficient sound quality. The standard was set with Warner Bros.'s The Jazz Singer and their Vitaphone system in 1927. Improvements since the late 19th century include the mechanization of cameras – allowing them to record at a consistent speed, quiet camera design – allowing sound recorded on-set to be usable without requiring large "blimps" to encase the camera, the invention of more sophisticated filmstocks and lenses, allowing directors to film in increasingly dim conditions, and the development of synchronized sound, allowing sound to be recorded at exactly the same speed as its corresponding action. The soundtrack can be recorded separately from shooting the film, but for live-action pictures, many parts of the soundtrack are usually recorded simultaneously.
As a medium, film is not limited to motion pictures, since the technology developed as the basis for photography. It can be used to present a progressive sequence of still images in the form of a slideshow. Film has also been incorporated into multimedia presentations and often has importance as primary historical documentation. However, historic films have problems in terms of preservation and storage, and the motion picture industry is exploring many alternatives. Most films on cellulose nitrate base have been copied onto modern safety films. Some studios save color films through the use of separation masters: three B&W negatives each exposed through red, green, or blue filters (essentially a reverse of the Technicolor process). Digital methods have also been used to restore films, although their continued obsolescence cycle makes them (as of 2006) a poor choice for long-term preservation. Film preservation of decaying film stock is a matter of concern to both film historians and archivists and to companies interested in preserving their existing products in order to make them available to future generations (and thereby increase revenue). Preservation is generally a higher concern for nitrate and single-strip color films, due to their high decay rates; black-and-white films on safety bases and color films preserved on Technicolor imbibition prints tend to keep up much better, assuming proper handling and storage.
Some films in recent decades have been recorded using analog video technology similar to that used in television production. Modern digital video cameras and digital projectors are gaining ground as well. These approaches are preferred by some film-makers, especially because footage shot with digital cinema can be evaluated and edited with non-linear editing systems (NLE) without waiting for the film stock to be processed. The migration was gradual, and as of 2005, most major motion pictures were still shot on film.
=== Independent ===
Independent filmmaking often takes place outside Hollywood, or other major studio systems. An independent film (or indie film) is a film initially produced without financing or distribution from a major film studio. Creative, business and technological reasons have all contributed to the growth of the indie film scene in the late 20th and early 21st century. On the business side, the costs of big-budget studio films also lead to conservative choices in cast and crew. There is a trend in Hollywood towards co-financing (over two-thirds of the films put out by Warner Bros. in 2000 were joint ventures, up from 10% in 1987). A hopeful director is almost never given the opportunity to get a job on a big-budget studio film unless he or she has significant industry experience in film or television. Also, the studios rarely produce films with unknown actors, particularly in lead roles.
Before the advent of digital alternatives, the cost of professional film equipment and stock was also a hurdle to being able to produce, direct, or star in a traditional studio film. But the advent of consumer camcorders in 1985, and more importantly, the arrival of high-resolution digital video in the early 1990s, have lowered the technology barrier to film production significantly. Both production and post-production costs have been significantly lowered; in the 2000s, the hardware and software for post-production can be installed in a commodity-based personal computer. Technologies such as DVDs, FireWire connections and a wide variety of professional and consumer-grade video editing software make film-making relatively affordable.
Since the introduction of digital video DV technology, the means of production have become more democratized. Filmmakers can conceivably shoot a film with a digital video camera and edit the film, create and edit the sound and music, and mix the final cut on a high-end home computer. However, while the means of production may be democratized, financing, distribution, and marketing remain difficult to accomplish outside the traditional system. Most independent filmmakers rely on film festivals to get their films noticed and sold for distribution. The arrival of internet-based video websites such as YouTube and Veoh has further changed the filmmaking landscape, enabling indie filmmakers to make their films available to the public.
=== Open content film ===
An open content film is much like an independent film, but it is produced through open collaborations; its source material is available under a license which is permissive enough to allow other parties to create fan fiction or derivative works, than a traditional copyright. Like independent filmmaking, open source filmmaking takes place outside Hollywood, or other major studio systems.For example, the film Balloon was based on the real event during the Cold War.
=== Fan film ===
A fan film is a film or video inspired by a film, television program, comic book or a similar source, created by fans rather than by the source's copyright holders or creators. Fan filmmakers have traditionally been amateurs, but some of the most notable films have actually been produced by professional filmmakers as film school class projects or as demonstration reels. Fan films vary tremendously in length, from short faux-teaser trailers for non-existent motion pictures to rarer full-length motion pictures.
== Distribution ==
Film distribution is the process through which a film is made available for viewing by an audience. This is normally the task of a professional film distributor, who would determine the marketing strategy of the film, the media by which a film is to be exhibited or made available for viewing, and may set the release date and other matters. The film may be exhibited directly to the public either through a movie theater (historically the main way films were distributed) or television for personal home viewing (including on DVD-Video or Blu-ray Disc, video-on-demand, online downloading, television programs through broadcast syndication etc.). Other ways of distributing a film include rental or personal purchase of the film in a variety of media and formats, such as VHS tape or DVD, or Internet downloading or streaming using a computer.
== Animation ==
Animation is a technique in which each frame of a film is produced individually, whether generated as a computer graphic, or by photographing a drawn image, or by repeatedly making small changes to a model unit (see claymation and stop motion), and then photographing the result with a special animation camera. When the frames are strung together and the resulting film is viewed at a speed of 16 or more frames per second, there is an illusion of continuous movement (due to the phi phenomenon). Generating such a film is very labor-intensive and tedious, though the development of computer animation has greatly sped up the process. Because animation is very time-consuming and often very expensive to produce, the majority of animation for TV and films comes from professional animation studios. However, the field of independent animation has existed at least since the 1950s, with animation being produced by independent studios (and sometimes by a single person). Several independent animation producers have gone on to enter the professional animation industry.
Limited animation is a way of increasing production and decreasing costs of animation by using "short cuts" in the animation process. This method was pioneered by UPA and popularized by Hanna-Barbera in the United States, and by Osamu Tezuka in Japan, and adapted by other studios as cartoons moved from movie theaters to television. Although most animation studios are now using digital technologies in their productions, there is a specific style of animation that depends on film. Camera-less animation, made famous by film-makers like Norman McLaren, Len Lye, and Stan Brakhage, is painted and drawn directly onto pieces of film, and then run through a projector.
== See also ==
Docufiction (hybrid genre)
Filmophile
Lists
Bibliography of film by genre
Glossary of motion picture terms
Index of video-related articles
List of film awards
List of film festivals
List of film periodicals
List of years in film
Lists of films
List of books on films
Outline of film
Lost film
The Movies, a simulation game about the film industry, taking place at the dawn of cinema
Platforms
Television film
Web film
== Notes ==
== References ==
== Further reading ==
Burton, Gideon O., and Randy Astle, jt. eds. (2007). "Mormons and Film", entire special issue, B.Y.U. Studies (Brigham Young University), vol. 46 (2007), no. 2. 336 p, ill. ISSN 0007-0106.
Hickenlooper, George (1991). Reel [sic] Conversations: Candid Interviews with Film's Foremost Directors and Critics, in series, Citadel Press Book[s]. New York: Carol Publishing Group. xii, 370 p. ISBN 0-8065-1237-7.
Thomson, David (2002). The New Biographical Dictionary of Film (4th ed.). New York: A.A. Knopf. ISBN 0-375-41128-3.
Jeffrey Zacks (2014). Flicker: Your Brain on Movies. Oxford University Press. ISBN 978-0-19-998287-5.
== External links ==
Allmovie – Information on films: actors, directors, biographies, reviews, cast and production credits, box office sales, and other movie data.
Film Site – Reviews of classic films
Movies at Curlie
Rottentomatoes.com – Movie reviews, previews, forums, photos, cast info, and more.
IMDb: The Internet Movie Database – Information on current and historical films and cast listings (archived 22 January 1997)
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Sea level
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Mean sea level (MSL, often shortened to sea level) is an average surface level of one or more among Earth's coastal bodies of water from which heights such as elevation may be measured. The global MSL is a type of vertical datum – a standardised geodetic datum – that is used, for example, as a chart datum in cartography and marine navigation, or, in aviation, as the standard sea level at which atmospheric pressure is measured to calibrate altitude and, consequently, aircraft flight levels. A common and relatively straightforward mean sea-level standard is instead the midpoint between a mean low and mean high tide at a particular location.Sea levels can be affected by many factors and are known to have varied greatly over geological time scales. Current sea level rise is mainly caused by human-induced climate change. When temperatures rise, mountain glaciers and the polar ice caps melt, increasing the amount of water in water bodies. Because most of human settlement and infrastructure was built in response to a more normalized sea level with limited expected change, populations affected by climate change in connection to sea level rise will need to invest in climate adaptation to mitigate the worst effects or when populations are in extreme risk, a process of managed retreat.
The term above sea level generally refers to above mean sea level (AMSL). The term APSL means above present sea level, comparing sea levels in the past with the level today.
Earth's radius at sea level is 6,378.137 km (3,963.191 mi) at the equator. It is 6,356.752 km (3,949.903 mi) at the poles and 6,371.001 km (3,958.756 mi) on average. This variation from a perfect sphere is the geoid of the Earth. It causes a significant depression in the Indian Ocean, about 1,200 km (746 mi) southwest of India, where the surface reaches a depth of 106 m (348 ft) below the global mean sea level.
== Measurement ==
Precise determination of a "mean sea level" is difficult because of the many factors that affect sea level. Instantaneous sea level varies quite a lot on several scales of time and space. This is because the sea is in constant motion, affected by the tides, wind, atmospheric pressure, local gravitational differences, temperature, salinity, and so forth. The easiest way this may be calculated is by selecting a location and calculating the mean sea level at that point and using it as a datum. For example, a period of 19 years of hourly level observations may be averaged and used to determine the mean sea level at some measurement point.Still-water level or still-water sea level (SWL) is the level of the sea with motions such as wind waves averaged out.
Then MSL implies the SWL further averaged over a period of time such that changes due to, e.g., the tides, also have zero mean.
Global MSL refers to a spatial average over the entire ocean.One often measures the values of MSL in respect to the land; hence a change in relative MSL can result from a real change in sea level, or from a change in the height of the land on which the tide gauge operates.
In the UK, the ordnance datum (the 0 metres height on UK maps) is the mean sea level measured at Newlyn in Cornwall between 1915 and 1921. Before 1921, the vertical datum was MSL at the Victoria Dock, Liverpool.
Since the times of the Russian Empire, in Russia and its other former parts, now independent states, the sea level is measured from the zero level of Kronstadt Sea-Gauge.
In Hong Kong, "mPD" is a surveying term meaning "metres above Principal Datum" and refers to height of 0.146 m above chart datum and 1.304 m below the average sea level.
In France, the Marégraphe in Marseilles measures continuously the sea level since 1883 and offers the longest collated data about the sea level. It is used for a part of continental Europe and the main part of Africa as the official sea level. Spain uses the reference to measure heights below or above sea level at Alicante, and another European vertical elevation reference (European Vertical Reference System) is to the Amsterdam Peil elevation, which dates back to the 1690s.
Satellite altimeters have been making precise measurements of sea level since the launch of TOPEX/Poseidon in 1992. A joint mission of NASA and CNES, TOPEX/Poseidon was followed by Jason-1 in 2001 and the Ocean Surface Topography Mission on the Jason-2 satellite in 2008.
=== Height above mean sea level ===
Height above mean sea level (AMSL) is the elevation (on the ground) or altitude (in the air) of an object, relative to the average sea level datum. It is also used in aviation, where some heights are recorded and reported with respect to mean sea level (MSL) (contrast with flight level), and in the atmospheric sciences, and land surveying. An alternative is to base height measurements on an ellipsoid of the entire Earth, which is what systems such as GPS do. In aviation, the ellipsoid known as World Geodetic System 84 is increasingly used to define heights; however, differences up to 100 metres (328 feet) exist between this ellipsoid height and mean tidal height. The alternative is to use a geoid-based vertical datum such as NAVD88 and the global EGM96 (part of WGS84).
When referring to geographic features, such as mountains, on a topographic map variations in elevation are shown by contour lines. The elevation of a mountain denotes the highest point or summit and is typically illustrated as a small circle on a topographic map with the AMSL height shown in metres, feet or both.In the rare case that a location is below sea level, the elevation AMSL is negative. For one such case, see Amsterdam Airport Schiphol.
==== Difficulties in use ====
To extend this definition far from the sea means comparing the local height of the mean sea surface with a "level" reference surface, or geodetic datum, called the geoid. In a state of rest or absence of external forces, the mean sea level would coincide with this geoid surface, being an equipotential surface of the Earth's gravitational field which, in itself, does not conform to a simple sphere or ellipsoid and exhibits measurable variations such as those measured by NASA's GRACE satellites to determine mass changes in ice-sheets and aquifers. In reality, this ideal does not occur due to ocean currents, air pressure variations, temperature and salinity variations, etc., not even as a long-term average. The location-dependent, but persistent in time, separation between mean sea level and the geoid is referred to as (mean) ocean surface topography. It varies globally in a range of ± 2 m.
== Dry land ==
Several terms are used to describe the changing relationships between sea level and dry land.
"relative" means change relative to a fixed point in the sediment pile.
"eustatic" refers to global changes in sea level relative to a fixed point, such as the centre of the earth, for example as a result of melting ice-caps.
"steric" refers to global changes in sea level due to thermal expansion and salinity variations.
"isostatic" refers to changes in the level of the land relative to a fixed point in the earth, possibly due to thermal buoyancy or tectonic effects; it implies no change in the volume of water in the oceans.The melting of glaciers at the end of ice ages is one example of eustatic sea level rise. The subsidence of land due to the withdrawal of groundwater is an isostatic cause of relative sea level rise.
Paleoclimatologists can track sea level by examining the rocks deposited along coasts that are very tectonically stable, like the east coast of North America. Areas like volcanic islands are experiencing relative sea level rise as a result of isostatic cooling of the rock which causes the land to sink.
On planets that lack a liquid ocean, planetologists can calculate a "mean altitude" by averaging the heights of all points on the surface. This altitude, sometimes referred to as a "sea level" or zero-level elevation, serves equivalently as a reference for the height of planetary features.
== Change ==
=== Local and eustatic ===
Local mean sea level (LMSL) is defined as the height of the sea with respect to a land benchmark, averaged over a period of time (such as a month or a year) long enough that fluctuations caused by waves and tides are smoothed out. One must adjust perceived changes in LMSL to account for vertical movements of the land, which can be of the same order (mm/yr) as sea level changes.
Some land movements occur because of isostatic adjustment of the mantle to the melting of ice sheets at the end of the last ice age. The weight of the ice sheet depresses the underlying land, and when the ice melts away the land slowly rebounds. Changes in ground-based ice volume also affect local and regional sea levels by the readjustment of the geoid and true polar wander. Atmospheric pressure, ocean currents and local ocean temperature changes can affect LMSL as well.
Eustatic sea level change (as opposed to local change) results in an alteration to the global sea levels due to changes in either the volume of water in the world's oceans or net changes in the volume of the oceanic basins.
=== Short-term and periodic changes ===
There are many factors which can produce short-term (a few minutes to 14 months) changes in sea level. Two major mechanisms are causing sea level to rise. First, shrinking land ice, such as mountain glaciers and polar ice sheets, is releasing water into the oceans. Second, as ocean temperatures rise, the warmer water expands.
=== Recent changes ===
== Aviation ==
Pilots can estimate height above sea level with an altimeter set to a defined barometric pressure. Generally, the pressure used to set the altimeter is the barometric pressure that would exist at MSL in the region being flown over. This pressure is referred to as either QNH or "altimeter" and is transmitted to the pilot by radio from air traffic control (ATC) or an automatic terminal information service (ATIS). Since the terrain elevation is also referenced to MSL, the pilot can estimate height above ground by subtracting the terrain altitude from the altimeter reading. Aviation charts are divided into boxes and the maximum terrain altitude from MSL in each box is clearly indicated. Once above the transition altitude, the altimeter is set to the international standard atmosphere (ISA) pressure at MSL which is 1013.25 hPa or 29.92 inHg.
== See also ==
== References ==
== External links ==
Sea Level Rise:Understanding the past – Improving projections for the future
Permanent Service for Mean Sea Level
Global sea level change: Determination and interpretation
Environment Protection Agency Sea level rise reports
Properties of isostasy and eustasy
Measuring Sea Level from Space
Rising Tide Video: Scripps Institution of Oceanography
Sea Levels Online: National Ocean Service (CO-OPS)
Système d'Observation du Niveau des Eaux Littorales (SONEL)
Sea level rise – How much and how fast will sea level rise over the coming centuries?
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Microsoft Windows
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Microsoft Windows is a group of several proprietary graphical operating system families developed and marketed by Microsoft. Each family caters to a certain sector of the computing industry. For example, Windows NT for consumers, Windows Server for servers, and Windows IoT for embedded systems. Defunct Windows families include Windows 9x, Windows Mobile, and Windows Phone.
The first version of Windows was released on November 20, 1985, as a graphical operating system shell for MS-DOS in response to the growing interest in graphical user interfaces (GUIs).Windows is the most popular desktop operating system in the world, with a 70% market share as of March 2023, according to StatCounter. However, Windows is not the most used operating system when including both mobile and desktop OSes, due to Android's massive growth.As of September 2022, the most recent version of Windows is Windows 11 for consumer PCs and tablets, Windows 11 Enterprise for corporations, and Windows Server 2022 for servers.
== Genealogy ==
=== By marketing role ===
Microsoft, the developer of Windows, has registered several trademarks, each of which denotes a family of Windows operating systems that target a specific sector of the computing industry. As of 2014, the following Windows families were being actively developed:
Windows NT: Started as a family of operating systems with Windows NT 3.1, an operating system for server computers and workstations. It consists of three operating system subfamilies that are released almost simultaneously and share the same kernel:
Windows: The operating system for mainstream personal computers and tablets. The latest version is Windows 11. The main competitor of this family is macOS by Apple for personal computers and iPadOS and Android for tablets (c.f. Usage share of operating systems § Market share by category).
Windows Server: The operating system for server computers. The latest version is Windows Server 2022. Unlike its client sibling, it has adopted a strong naming scheme. The main competitor of this family is Linux. (c.f. Usage share of operating systems § Market share by category)
Windows PE: A lightweight version of its Windows sibling, meant to operate as a live operating system, used for installing Windows on bare-metal computers (especially on many computers at once), recovery or troubleshooting purposes. The latest version is Windows PE 10.
Windows IoT (previously Windows Embedded): Microsoft developed Windows CE as a general-purpose operating system for every device that was too resource-limited to be called a full-fledged computer. Eventually, however, Windows CE was renamed Windows Embedded Compact and was folded under the Windows Compact trademark which also consists of Windows Embedded Industry, Windows Embedded Professional, Windows Embedded Standard, Windows Embedded Handheld and Windows Embedded Automotive.These Windows families are no longer being developed:
Windows 9x: An operating system that targeted the consumer market. Discontinued because of suboptimal performance. (PC World called its last version, Windows Me, one of the worst products of all time.) Microsoft still caters to the consumer market with Windows NT.
Windows Mobile: The predecessor to Windows Phone, it was a mobile phone operating system. The first version was called Pocket PC 2000; the third version, Windows Mobile 2003 is the first version to adopt the Windows Mobile trademark. The last version was Windows Mobile 6.5.
Windows Phone: An operating system sold only to manufacturers of smartphones. The first version was Windows Phone 7, followed by Windows Phone 8, and Windows Phone 8.1. It was succeeded by Windows 10 Mobile, which is also discontinued.
== Version history ==
The term Windows collectively describes any or all of several generations of Microsoft operating system products. These products are generally categorized as follows:
=== Early versions ===
The history of Windows dates back to 1981 when Microsoft started work on a program called "Interface Manager". It was announced in November 1983 (after the Apple Lisa, but before the Macintosh) under the name "Windows", but Windows 1.0 was not released until November 1985. Windows 1.0 was to compete with Apple's operating system, but achieved little popularity. Windows 1.0 is not a complete operating system; rather, it extends MS-DOS. The shell of Windows 1.0 is a program known as the MS-DOS Executive. Components included Calculator, Calendar, Cardfile, Clipboard Viewer, Clock, Control Panel, Notepad, Paint, Reversi, Terminal and Write. Windows 1.0 does not allow overlapping windows. Instead, all windows are tiled. Only modal dialog boxes may appear over other windows. Microsoft sold as included Windows Development libraries with the C development environment, which included numerous windows samples.Windows 2.0 was released in December 1987, and was more popular than its predecessor. It features several improvements to the user interface and memory management. Windows 2.03 changed the OS from tiled windows to overlapping windows. The result of this change led to Apple Computer filing a suit against Microsoft alleging infringement on Apple's copyrights (eventually settled in court in Microsoft's favor in 1993). Windows 2.0 also introduced more sophisticated keyboard shortcuts and could make use of expanded memory.
Windows 2.1 was released in two different versions: Windows/286 and Windows/386. Windows/386 uses the virtual 8086 mode of the Intel 80386 to multitask several DOS programs and the paged memory model to emulate expanded memory using available extended memory. Windows/286, in spite of its name, runs on both Intel 8086 and Intel 80286 processors. It runs in real mode but can make use of the high memory area.In addition to full Windows packages, there were runtime-only versions that shipped with early Windows software from third parties and made it possible to run their Windows software on MS-DOS and without the full Windows feature set.
The early versions of Windows are often thought of as graphical shells, mostly because they ran on top of MS-DOS and used it for file system services. However, even the earliest Windows versions already assumed many typical operating system functions; notably, having their own executable file format and providing their own device drivers (timer, graphics, printer, mouse, keyboard and sound). Unlike MS-DOS, Windows allowed users to execute multiple graphical applications at the same time, through cooperative multitasking. Windows implemented an elaborate, segment-based, software virtual memory scheme, which allows it to run applications larger than available memory: code segments and resources are swapped in and thrown away when memory became scarce; data segments moved in memory when a given application had relinquished processor control.
=== Windows 3.x ===
Windows 3.0, released in 1990, improved the design, mostly because of virtual memory and loadable virtual device drivers (VxDs) that allow Windows to share arbitrary devices between multi-tasked DOS applications. Windows 3.0 applications can run in protected mode, which gives them access to several megabytes of memory without the obligation to participate in the software virtual memory scheme. They run inside the same address space, where the segmented memory provides a degree of protection. Windows 3.0 also featured improvements to the user interface. Microsoft rewrote critical operations from C into assembly. Windows 3.0 was the first version of Windows to achieve broad commercial success, selling 2 million copies in the first six months.
Windows 3.1, made generally available on March 1, 1992, featured a facelift. In August 1993, Windows for Workgroups, a special version with integrated peer-to-peer networking features and a version number of 3.11, was released. It was sold along with Windows 3.1. Support for Windows 3.1 ended on December 31, 2001.Windows 3.2, released in 1994, is an updated version of the Chinese version of Windows 3.1. The update was limited to this language version, as it fixed only issues related to the complex writing system of the Chinese language. Windows 3.2 was generally sold by computer manufacturers with a ten-disk version of MS-DOS that also had Simplified Chinese characters in basic output and some translated utilities.
=== Windows 9x ===
The next major consumer-oriented release of Windows, Windows 95, was released on August 24, 1995. While still remaining MS-DOS-based, Windows 95 introduced support for native 32-bit applications, plug and play hardware, preemptive multitasking, long file names of up to 255 characters, and provided increased stability over its predecessors. Windows 95 also introduced a redesigned, object oriented user interface, replacing the previous Program Manager with the Start menu, taskbar, and Windows Explorer shell. Windows 95 was a major commercial success for Microsoft; Ina Fried of CNET remarked that "by the time Windows 95 was finally ushered off the market in 2001, it had become a fixture on computer desktops around the world." Microsoft published four OEM Service Releases (OSR) of Windows 95, each of which was roughly equivalent to a service pack. The first OSR of Windows 95 was also the first version of Windows to be bundled with Microsoft's web browser, Internet Explorer. Mainstream support for Windows 95 ended on December 31, 2000, and extended support for Windows 95 ended on December 31, 2001.Windows 95 was followed up with the release of Windows 98 on June 25, 1998, which introduced the Windows Driver Model, support for USB composite devices, support for ACPI, hibernation, and support for multi-monitor configurations. Windows 98 also included integration with Internet Explorer 4 through Active Desktop and other aspects of the Windows Desktop Update (a series of enhancements to the Explorer shell which was also made available for Windows 95). In May 1999, Microsoft released Windows 98 Second Edition, an updated version of Windows 98. Windows 98 SE added Internet Explorer 5.0 and Windows Media Player 6.2 amongst other upgrades. Mainstream support for Windows 98 ended on June 30, 2002, and extended support for Windows 98 ended on July 11, 2006.On September 14, 2000, Microsoft released Windows Me (Millennium Edition), the last DOS-based version of Windows. Windows Me incorporated visual interface enhancements from its Windows NT-based counterpart Windows 2000, had faster boot times than previous versions (which however, required the removal of the ability to access a real mode DOS environment, removing compatibility with some older programs), expanded multimedia functionality (including Windows Media Player 7, Windows Movie Maker, and the Windows Image Acquisition framework for retrieving images from scanners and digital cameras), additional system utilities such as System File Protection and System Restore, and updated home networking tools. However, Windows Me was faced with criticism for its speed and instability, along with hardware compatibility issues and its removal of real mode DOS support. PC World considered Windows Me to be one of the worst operating systems Microsoft had ever released, and the fourth worst tech product of all time.
=== Windows NT ===
==== Version history ====
===== Early versions (Windows NT 3.1/3.5/3.51/4.0/2000) =====
In November 1988, a new development team within Microsoft (which included former Digital Equipment Corporation developers Dave Cutler and Mark Lucovsky) began work on a revamped version of IBM and Microsoft's OS/2 operating system known as "NT OS/2". NT OS/2 was intended to be a secure, multi-user operating system with POSIX compatibility and a modular, portable kernel with preemptive multitasking and support for multiple processor architectures. However, following the successful release of Windows 3.0, the NT development team decided to rework the project to use an extended 32-bit port of the Windows API known as Win32 instead of those of OS/2. Win32 maintained a similar structure to the Windows APIs (allowing existing Windows applications to easily be ported to the platform), but also supported the capabilities of the existing NT kernel. Following its approval by Microsoft's staff, development continued on what was now Windows NT, the first 32-bit version of Windows. However, IBM objected to the changes, and ultimately continued OS/2 development on its own.Windows NT was the first Windows operating system based on a hybrid kernel. The hybrid kernel was designed as a modified microkernel, influenced by the Mach microkernel developed by Richard Rashid at Carnegie Mellon University, but without meeting all of the criteria of a pure microkernel.
The first release of the resulting operating system, Windows NT 3.1 (named to associate it with Windows 3.1) was released in July 1993, with versions for desktop workstations and servers. Windows NT 3.5 was released in September 1994, focusing on performance improvements and support for Novell's NetWare, and was followed up by Windows NT 3.51 in May 1995, which included additional improvements and support for the PowerPC architecture. Windows NT 4.0 was released in June 1996, introducing the redesigned interface of Windows 95 to the NT series. On February 17, 2000, Microsoft released Windows 2000, a successor to NT 4.0. The Windows NT name was dropped at this point in order to put a greater focus on the Windows brand.
===== Windows XP =====
The next major version of Windows NT, Windows XP, was released to manufacturing (RTM) on August 24, 2001 and to the general public on October 25, 2001. The introduction of Windows XP aimed to unify the consumer-oriented Windows 9x series with the architecture introduced by Windows NT, a change which Microsoft promised would provide better performance over its DOS-based predecessors. Windows XP would also introduce a redesigned user interface (including an updated Start menu and a "task-oriented" Windows Explorer), streamlined multimedia and networking features, Internet Explorer 6, integration with Microsoft's .NET Passport services, a "compatibility mode" to help provide backwards compatibility with software designed for previous versions of Windows, and Remote Assistance functionality.At retail, Windows XP was marketed in two main editions: the "Home" edition was targeted towards consumers, while the "Professional" edition was targeted towards business environments and power users, and included additional security and networking features. Home and Professional were later accompanied by the "Media Center" edition (designed for home theater PCs, with an emphasis on support for DVD playback, TV tuner cards, DVR functionality, and remote controls), and the "Tablet PC" edition (designed for mobile devices meeting its specifications for a tablet computer, with support for stylus pen input and additional pen-enabled applications). Mainstream support for Windows XP ended on April 14, 2009. Extended support ended on April 8, 2014.After Windows 2000, Microsoft also changed its release schedules for server operating systems; the server counterpart of Windows XP, Windows Server 2003, was released in April 2003. It was followed in December 2005, by Windows Server 2003 R2.
===== Windows Vista =====
After a lengthy development process, Windows Vista was released on November 30, 2006, for volume licensing and January 30, 2007, for consumers. It contained a number of new features, from a redesigned shell and user interface to significant technical changes, with a particular focus on security features. It was available in a number of different editions, and has been subject to some criticism, such as drop of performance, longer boot time, criticism of new UAC, and stricter license agreement. Vista's server counterpart, Windows Server 2008 was released in early 2008.
===== Windows 7 =====
On July 22, 2009, Windows 7 and Windows Server 2008 R2 were released to manufacturing (RTM) and released to the public 3 months later on October 22, 2009. Unlike its predecessor, Windows Vista, which introduced a large number of new features, Windows 7 was intended to be a more focused, incremental upgrade to the Windows line, with the goal of being compatible with applications and hardware with which Windows Vista was already compatible. Windows 7 has multi-touch support, a redesigned Windows shell with an updated taskbar with revealable jump lists that contain shortcuts to files frequently used with specific applications and shortcuts to tasks within the application, a home networking system called HomeGroup, and performance improvements.
===== Windows 8 and 8.1 =====
Windows 8, the successor to Windows 7, was released generally on October 26, 2012. A number of significant changes were made on Windows 8, including the introduction of a user interface based around Microsoft's Metro design language with optimizations for touch-based devices such as tablets and all-in-one PCs. These changes include the Start screen, which uses large tiles that are more convenient for touch interactions and allow for the display of continually updated information, and a new class of apps which are designed primarily for use on touch-based devices. The new Windows version required a minimum resolution of 1024×768 pixels, effectively making it unfit for netbooks with 800×600-pixel screens.
Other changes include increased integration with cloud services and other online platforms (such as social networks and Microsoft's own OneDrive (formerly SkyDrive) and Xbox Live services), the Windows Store service for software distribution, and a new variant known as Windows RT for use on devices that utilize the ARM architecture, and a new keyboard shortcut for screenshots. An update to Windows 8, called Windows 8.1, was released on October 17, 2013, and includes features such as new live tile sizes, deeper OneDrive integration, and many other revisions. Windows 8 and Windows 8.1 have been subject to some criticism, such as the removal of the Start menu.
===== Windows 10 =====
On September 30, 2014, Microsoft announced Windows 10 as the successor to Windows 8.1. It was released on July 29, 2015, and addresses shortcomings in the user interface first introduced with Windows 8. Changes on PC include the return of the Start Menu, a virtual desktop system, and the ability to run Windows Store apps within windows on the desktop rather than in full-screen mode. Windows 10 is said to be available to update from qualified Windows 7 with SP1, Windows 8.1 and Windows Phone 8.1 devices from the Get Windows 10 Application (for Windows 7, Windows 8.1) or Windows Update (Windows 7).In February 2017, Microsoft announced the migration of its Windows source code repository from Perforce to Git. This migration involved 3.5 million separate files in a 300-gigabyte repository. By May 2017, 90 percent of its engineering team was using Git, in about 8500 commits and 1760 Windows builds per day.In June 2021, shortly before Microsoft's announcement of Windows 11, Microsoft updated their lifecycle policy pages for Windows 10, revealing that support for their last release of Windows 10 will end on October 14, 2025. On April 27, 2023, Microsoft announced that version 22H2 would be the last of Windows 10.
===== Windows 11 =====
On June 24, 2021, Windows 11 was announced as the successor to Windows 10 during a livestream. The new operating system was designed to be more user-friendly and understandable. It was released on October 5, 2021. As of May 2022, Windows 11 is a free upgrade to Windows 10 users who meet the system requirements.
==== Windows 365 ====
In July 2021, Microsoft announced it will start selling subscriptions to virtualized Windows desktops as part of a new Windows 365 service in the following month. The new service will allow for cross-platform usage, aiming to make the operating system available for both Apple and Android users. It is a separate service and offers several variations including Windows 365 Frontline, Windows 365 Boot, and the Windows 365 app. The subscription service will be accessible through any operating system with a web browser. The new service is an attempt at capitalizing on the growing trend, fostered during the COVID-19 pandemic, for businesses to adopt a hybrid remote work environment, in which "employees split their time between the office and home". As the service will be accessible through web browsers, Microsoft will be able to bypass the need to publish the service through Google Play or the Apple App Store.Microsoft announced Windows 365 availability to business and enterprise customers on August 2, 2021.
==== Multilingual support ====
Multilingual support has been built into Windows since Windows 3.0. The language for both the keyboard and the interface can be changed through the Region and Language Control Panel. Components for all supported input languages, such as Input Method Editors, are automatically installed during Windows installation (in Windows XP and earlier, files for East Asian languages, such as Chinese, and files for right-to-left scripts, such as Arabic, may need to be installed separately, also from the said Control Panel). Third-party IMEs may also be installed if a user feels that the provided one is insufficient for their needs. Since Windows 2000, English editions of Windows NT have East Asian IMEs (such as Microsoft Pinyin IME and Microsoft Japanese IME) bundled, but files for East Asian languages may be manually installed on Control Panel.
Interface languages for the operating system are free for download, but some languages are limited to certain editions of Windows. Language Interface Packs (LIPs) are redistributable and may be downloaded from Microsoft's Download Center and installed for any edition of Windows (XP or later) – they translate most, but not all, of the Windows interface, and require a certain base language (the language which Windows originally shipped with). This is used for most languages in emerging markets. Full Language Packs, which translate the complete operating system, are only available for specific editions of Windows (Ultimate and Enterprise editions of Windows Vista and 7, and all editions of Windows 8, 8.1 and RT except Single Language). They do not require a specific base language and are commonly used for more popular languages such as French or Chinese. These languages cannot be downloaded through the Download Center, but are available as optional updates through the Windows Update service (except Windows 8).
The interface language of installed applications is not affected by changes in the Windows interface language. The availability of languages depends on the application developers themselves.
Windows 8 and Windows Server 2012 introduce a new Language Control Panel where both the interface and input languages can be simultaneously changed, and language packs, regardless of type, can be downloaded from a central location. The PC Settings app in Windows 8.1 and Windows Server 2012 R2 also includes a counterpart settings page for this. Changing the interface language also changes the language of preinstalled Windows Store apps (such as Mail, Maps and News) and certain other Microsoft-developed apps (such as Remote Desktop). The above limitations for language packs are however still in effect, except that full language packs can be installed for any edition except Single Language, which caters to emerging markets.
==== Platform support ====
Windows NT included support for several platforms before the x86-based personal computer became dominant in the professional world. Windows NT 4.0 and its predecessors supported PowerPC, DEC Alpha and MIPS R4000 (although some of the platforms implement 64-bit computing, the OS treated them as 32-bit). Windows 2000 dropped support for all platforms, except the third generation x86 (known as IA-32) or newer in 32-bit mode. The client line of the Windows NT family still runs on IA-32 but the Windows Server line ceased supporting this platform with the release of Windows Server 2008 R2.
With the introduction of the Intel Itanium architecture (IA-64), Microsoft released new versions of Windows to support it. Itanium versions of Windows XP and Windows Server 2003 were released at the same time as their mainstream x86 counterparts. Windows XP 64-Bit Edition, released in 2005, is the last Windows client operating system to support Itanium. Windows Server line continues to support this platform until Windows Server 2012; Windows Server 2008 R2 is the last Windows operating system to support Itanium architecture.
On April 25, 2005, Microsoft released Windows XP Professional x64 Edition and Windows Server 2003 x64 Editions to support x86-64 (or simply x64), the 64-bit version of x86 architecture. Windows Vista was the first client version of Windows NT to be released simultaneously in IA-32 and x64 editions. x64 is still supported.
An edition of Windows 8 known as Windows RT was specifically created for computers with ARM architecture, and while ARM is still used for Windows smartphones with Windows 10, tablets with Windows RT will not be updated. Starting from Windows 10 Fall Creators Update (version 1709) and later includes support for ARM-based PCs.Windows 11 is the first version to drop support for 32-bit hardware.
=== Windows CE ===
Windows CE (officially known as Windows Embedded Compact), is an edition of Windows that runs on minimalistic computers, like satellite navigation systems and some mobile phones. Windows Embedded Compact is based on its own dedicated kernel, dubbed Windows CE kernel. Microsoft licenses Windows CE to OEMs and device makers. The OEMs and device makers can modify and create their own user interfaces and experiences, while Windows CE provides the technical foundation to do so.
Windows CE was used in the Dreamcast along with Sega's own proprietary OS for the console. Windows CE was the core from which Windows Mobile was derived. Its successor, Windows Phone 7, was based on components from both Windows CE 6.0 R3 and Windows CE 7.0. Windows Phone 8 however, is based on the same NT-kernel as Windows 8.
Windows Embedded Compact is not to be confused with Windows XP Embedded or Windows NT 4.0 Embedded, modular editions of Windows based on Windows NT kernel.
=== Xbox OS ===
Xbox OS is an unofficial name given to the version of Windows that runs on Xbox consoles. From Xbox One onwards it is an implementation with an emphasis on virtualization (using Hyper-V) as it is three operating systems running at once, consisting of the core operating system, a second implemented for games and a more Windows-like environment for applications.
Microsoft updates Xbox One's OS every month, and these updates can be downloaded from the Xbox Live service to the Xbox and subsequently installed, or by using offline recovery images downloaded via a PC. It was originally based on NT 6.2 (Windows 8) kernel, and the latest version runs on an NT 10.0 base. This system is sometimes referred to as "Windows 10 on Xbox One" or "OneCore".
Xbox One and Xbox Series operating systems also allow limited (due to licensing restrictions and testing resources) backward compatibility with previous generation hardware, and the Xbox 360's system is backwards compatible with the original Xbox.
== Version control system ==
Up to and including every version before Windows 2000, Microsoft used an in-house version control system named Source Library Manager (SLM). Shortly after Windows 2000 was released, Microsoft switched to a fork of Perforce named Source Depot. This system was used up until 2017 once the system could not keep up with the size of Windows. Microsoft had begun to integrate Git into Team Foundation Server in 2013, but Windows (and Office) continued to rely on Source Depot. The Windows code was divided among 65 different repositories with a kind of virtualization layer to produce unified view of all of the code.In 2017 Microsoft announced that it would start using Git, an open source version control system created by Linus Torvalds and in May 2017 they reported that the migration into a new Git repository was complete.
=== VFSForGit ===
Because of its large, decades-long history, however, the Windows codebase is not especially well suited to the decentralized nature of Linux development that Git was originally created to manage. Each Git repository contains a complete history of all the files, which proved unworkable for Windows developers because cloning the whole repository takes several hours. Microsoft has been working on a new project called the Virtual File System for Git (VFSForGit) to address these challenges.In 2021 the VFS for Git has been superseded by Scalar.
== Timeline of releases ==
== Usage share and device sales ==
Use of Windows 10 has exceeded Windows 7 globally since early 2018.For desktop and laptop computers, according to Net Applications and StatCounter (which track the use of operating systems in devices that are active on the Web), Windows was the most used operating-system family in August 2021, with around 91% usage share according to Net Applications and around 76% usage share according to StatCounter.Including personal computers of all kinds (e.g., desktops, laptops, mobile devices, and game consoles), Windows OSes accounted for 32.67% of usage share in August 2021, compared to Android (highest, at 46.03%), iOS's 13.76%, iPadOS's 2.81%, and macOS's 2.51%, according to Net Applications and 30.73% of usage share in August 2021, compared to Android (highest, at 42.56%), iOS/iPadOS's 16.53%, and macOS's 6.51%, according to StatCounter.Those statistics do not include servers (including so-called cloud computing, where Microsoft is known not to be a leader, with Linux used more than Windows) as Net Applications and StatCounter use web browsing as a proxy for all use.
== Security ==
Early versions of Windows were designed at a time where malware and networking were less common, and had few built-in security features; they did not provide access privileges to allow a user to prevent other users from accessing their files, and they did not provide memory protection to prevent one process from reading or writing another process's address space or to prevent a process from code or data used by privileged-mode code.
While the Windows 9x series offered the option of having profiles for multiple users, it had no concept of access privileges, allowing any user to edit others' files, however, Windows 98 included each profile to have their own My folders (My Documents, My Pictures, My Music, etc) separate from other profiles. In addition, while it ran separate 32-bit applications in separate address spaces, protecting an application's code and data from being read or written by another application, it did not protect the first megabyte of memory from userland applications for compatibility reasons. This area of memory contains code critical to the functioning of the operating system, and by writing into this area of memory an application can crash or freeze the operating system. This was a source of instability as faulty applications could accidentally write into this region, potentially corrupting important operating system memory, which usually resulted in some form of system error and halt.Windows NT was far more secure, implementing access privileges and full memory protection, and, while 32-bit programs meeting the DoD's C2 security rating, yet these advantages were nullified by the fact that, prior to Windows Vista, the default user account created during the setup process was an administrator account; the user, and any program the user launched, had full access to the machine. Though Windows XP did offer an option of turning administrator accounts into limited accounts, the majority of home users did not do so, partially due to the number of programs which required administrator rights to function properly. As a result, most home users still ran as administrator all the time. These architectural flaws, combined with Windows's very high popularity, made Windows a frequent target of computer worm and virus writers.Furthermore, although Windows NT and its successors are designed for security (including on a network) and multi-user PCs, they were not initially designed with Internet security in mind as much, since, when it was first developed in the early 1990s, Internet use was less prevalent.In a 2002 strategy memo entitled "Trustworthy computing" sent to every Microsoft employee, Bill Gates declared that security should become Microsoft's highest priority.Windows Vista introduced a privilege elevation system called User Account Control. When logging in as a standard user, a logon session is created and a token containing only the most basic privileges is assigned. In this way, the new logon session is incapable of making changes that would affect the entire system. When logging in as a user in the Administrators group, two separate tokens are assigned. The first token contains all privileges typically awarded to an administrator, and the second is a restricted token similar to what a standard user would receive. User applications, including the Windows shell, are then started with the restricted token, resulting in a reduced privilege environment even under an Administrator account. When an application requests higher privileges or "Run as administrator" is clicked, UAC will prompt for confirmation and, if consent is given (including administrator credentials if the account requesting the elevation is not a member of the administrators group), start the process using the unrestricted token.Leaked documents published by WikiLeaks, codenamed Vault 7 and dated from 2013 to 2016, detail the capabilities of the CIA to perform electronic surveillance and cyber warfare, such as the ability to compromise operating systems such as Windows.In August 2019, computer experts reported that the BlueKeep security vulnerability, CVE-2019-0708, that potentially affects older unpatched Windows versions via the program's Remote Desktop Protocol, allowing for the possibility of remote code execution, may include related flaws, collectively named DejaBlue, affecting newer Windows versions (i.e., Windows 7 and all recent versions) as well. In addition, experts reported a Microsoft security vulnerability, CVE-2019-1162, based on legacy code involving Microsoft CTF and ctfmon (ctfmon.exe), that affects all Windows versions from Windows XP to the then most recent Windows 10 versions; a patch to correct the flaw is available.Microsoft releases security patches through its Windows Update service approximately once a month (usually the second Tuesday of the month), although critical updates are made available at shorter intervals when necessary. Versions subsequent to Windows 2000 SP3 and Windows XP implemented automatic download and installation of updates, substantially increasing the number of users installing security updates.Windows integrates the Windows Defender antivirus, which is seen as one of the best available. Windows also implements Secure Boot, Control Flow Guard, ransomware protection, BitLocker disk encryption, a firewall, and Windows SmartScreen.
=== File permissions ===
All Windows versions from Windows NT 3 have been based on a file system permission system referred to as AGDLP (Accounts, Global, Domain Local, Permissions) in which file permissions are applied to the file/folder in the form of a 'local group' which then has other 'global groups' as members. These global groups then hold other groups or users depending on different Windows versions used. This system varies from other vendor products such as Linux and NetWare due to the 'static' allocation of permission being applied directly to the file or folder. However using this process of AGLP/AGDLP/AGUDLP allows a small number of static permissions to be applied and allows for easy changes to the account groups without reapplying the file permissions on the files and folders.
== Alternative implementations ==
Owing to the operating system's popularity, a number of applications have been released that aim to provide compatibility with Windows applications, either as a compatibility layer for another operating system, or as a standalone system that can run software written for Windows out of the box. These include:
Wine – a free and open-source implementation of the Windows API, allowing one to run many Windows applications on x86-based platforms, including UNIX, Linux and macOS. Wine developers refer to it as a "compatibility layer" and use Windows-style APIs to emulate Windows environment.
CrossOver – a Wine package with licensed fonts. Its developers are regular contributors to Wine.
Proton – A fork of Wine by Steam to run Windows games on Linux and other Unix-like OS.
ReactOS – an open-source OS intended to run the same software as Windows, originally designed to simulate Windows NT 4.0, later aiming at Windows 7 compatibility. It has been in the development stage since 1996.
== See also ==
== References ==
== External links ==
Official website
Official Windows Blog
Microsoft Developer Network
Windows Developer Center
Microsoft Windows History Timeline
Pearson Education, InformIT – History of Microsoft Windows
Microsoft Business Software Solutions
Windows 10 release Information
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Nonprofit organization
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A nonprofit organization (NPO) or non-profit organization, also known as a non-business entity, or nonprofit institution, is a legal entity organized and operated for a collective, public or social benefit, in contrary with an entity that operates as a business aiming to generate a profit for its owners. A nonprofit is subject to the non-distribution constraint: any revenues that exceed expenses must be committed to the organization's purpose, not taken by private parties. An array of organizations are nonprofit, including some political organizations, schools, business associations, churches, social clubs, and consumer cooperatives. Nonprofit entities may seek approval from governments to be tax-exempt, and some may also qualify to receive tax-deductible contributions, but an entity may incorporate as a nonprofit entity without securing tax-exempt status.
Key aspects of nonprofits are accountability, trustworthiness, honesty, and openness to every person who has invested time, money, and faith into the organization. Nonprofit organizations are accountable to the donors, founders, volunteers, program recipients, and the public community. Theoretically, for a nonprofit that seeks to finance its operations through donations, public confidence is a factor in the amount of money that a nonprofit organization is able to raise. Supposedly, the more a nonprofit focuses on their mission, the more public confidence they will gain. This will result in more money for the organization. The activities a nonprofit is partaking in can help build the public's confidence in nonprofits, as well as how ethical the standards and practices are.
== United States ==
According to the National Center for Charitable Statistics (NCCS), there are more than 1.5 million nonprofit organizations registered in the United States, including public charities, private foundations, and other nonprofit organizations. Private charitable contributions increased for the fourth consecutive year in 2017 (since 2014), at an estimated $410.02 billion. Out of these contributions, religious organizations received 30.9%, education organizations received 14.3%, and human services organizations received 12.1%. Between September 2010 and September 2014, approximately 25.3% of Americans over the age of 16 volunteered for a nonprofit.In the United States, both nonprofits are tax-exempt. There are various types of nonprofit exemptions, such as 501(c)(3) organizations that are a religious, charitable, or educational-based organization that does not influence state and federal legislation, and 501(c)(7) organizations that are for pleasure, recreation, or another nonprofit purpose.Nonprofits may be member-serving or community-serving. Member-serving nonprofit organizations create a benefit for the members of their organization and can include but are not limited to credit unions, sports clubs, and advocacy groups. Community-serving nonprofit organizations focus on providing services to the community either globally or locally. Community-serving nonprofits include organizations that deliver aid and development programs, medical research, education, and health services. It is possible for a nonprofit to be both member-serving and community-serving.
== Mechanism of money-raising ==
Nonprofit organisations are not driven by generating profit, but they must bring in enough income to pursue their social goals. Nonprofits are able to raise money in different ways. This includes income from donations from individual donors or foundations; sponsorship from corporations; government funding; programs, services or merchandise sales, and investments. Each NPO is unique in which source of income works best for them. With an increase in NPO's within the last decade, organizations have adopted competitive advantages to create revenue for themselves to remain financially stable. Donations from private individuals or organizations can change each year and government grants have diminished. With changes in funding from year to year, many nonprofit organizations have been moving toward increasing the diversity of their funding sources. For example, many nonprofits that have relied on government grants have started fundraising efforts to appeal to individual donors.
== Management ==
A common misconception about nonprofits is that they are run completely by volunteers. Most nonprofits have staff that work for the company, possibly using volunteers to perform the nonprofit's services under the direction of the paid staff. Nonprofits must be careful to balance the salaries paid to staff against the money paid to provide services to the nonprofit's beneficiaries. Organizations whose salary expenses are too high relative to their program expenses may face regulatory scrutiny.A second misconception is that nonprofit organizations may not make a profit. Although the goal of nonprofits is not specifically to maximize profits, they still have to operate as a fiscally responsible business. They must manage their income (both grants and donations and income from services) and expenses so as to remain a fiscally viable entity. Nonprofits have the responsibility of focusing on being professional, financially responsible, replacing self-interest and profit motive with mission motive.Though nonprofits are managed differently from for-profit businesses, they have felt pressure to be more businesslike. To combat private and public business growth in the public service industry, nonprofits have modeled their business management and mission, shifting their reason of existing to establish sustainability and growth.Setting effective missions is a key for the successful management of nonprofit organizations. There are three important conditions for effective mission: opportunity, competence, and commitment.One way of managing the sustainability of nonprofit organizations is to establish strong relations with donor groups. This requires a donor marketing strategy, something many nonprofits lack.
== Functions ==
Nonprofit organizations provide public goods that are undersupplied by government. NPOs have a wide diversity of structures and purposes. For legal classification, there are, nevertheless, some elements of importance:
Management provisions
Accountability and auditing provisions
Provisory for the amendment of the statutes or articles of incorporation
Provisions for the dissolution of the entity
Tax statuses of corporate and private donors
Tax status of the founders.Some of the above must be (in most jurisdictions in the US at least) expressed in the organization's charter of establishment or constitution. Others may be provided by the supervising authority at each particular jurisdiction.
While affiliations will not affect a legal status, they may be taken into consideration by legal proceedings as an indication of purpose. Most countries have laws that regulate the establishment and management of NPOs and that require compliance with corporate governance regimes. Most larger organizations are required to publish their financial reports detailing their income and expenditure publicly.
In many aspects, they are similar to corporate business entities though there are often significant differences. Both not-for-profit and for-profit corporate entities must have board members, steering-committee members, or trustees who owe the organization a fiduciary duty of loyalty and trust. A notable exception to this involves churches, which are often not required to disclose finances to anyone, including church members.
=== Formation and structure ===
In the United States, nonprofit organizations are formed by filing bylaws or articles of incorporation or both in the state in which they expect to operate. The act of incorporation creates a legal entity enabling the organization to be treated as a distinct body (corporation) by law and to enter into business dealings, form contracts, and own property as individuals or for-profit corporations can.
Nonprofits can have members, but many do not. The nonprofit may also be a trust or association of members. The organization may be controlled by its members who elect the board of directors, board of governors or board of trustees. A nonprofit may have a delegate structure to allow for the representation of groups or corporations as members. Alternatively, it may be a non-membership organization and the board of directors may elect its own successors.
The two major types of nonprofit organization are membership and board-only. A membership organization elects the board and has regular meetings and the power to amend the bylaws. A board-only organization typically has a self-selected board and a membership whose powers are limited to those delegated to it by the board. A board-only organization's bylaws may even state that the organization does not have any membership, although the organization's literature may refer to its donors or service recipients as 'members'; examples of such organizations are FairVote and the National Organization for the Reform of Marijuana Laws. The Model Nonprofit Corporation Act imposes many complexities and requirements on membership decision-making. Accordingly, many organizations, such as the Wikimedia Foundation, have formed board-only structures. The National Association of Parliamentarians has generated concerns about the implications of this trend for the future of openness, accountability, and understanding of public concerns in nonprofit organizations. Specifically, they note that nonprofit organizations, unlike business corporations, are not subject to market discipline for products and shareholder discipline of their capital; therefore, without membership control of major decisions such as the election of the board, there are few inherent safeguards against abuse. A rebuttal to this might be that as nonprofit organizations grow and seek larger donations, the degree of scrutiny increases, including expectations of audited financial statements. A further rebuttal might be that NPOs are constrained, by their choice of legal structure, from financial benefit as far as distribution of profit to members and directors is concerned.
=== Tax exemption ===
In many countries, nonprofits may apply for tax-exempt status, so that the organization itself may be exempt from income tax and other taxes. In the United States, to be exempt from federal income taxes, the organization must meet the requirements set forth in the Internal Revenue Code (IRC). Granting nonprofit status is done by the state, while granting tax-exempt designation (such as IRC 501(c)) is granted by the federal government via the IRS. This means that not all nonprofits are eligible to be tax-exempt. For example, employees of non-profit organizations pay taxes from their salaries, which they receive according to the laws of the country. NPOs use the model of a double bottom line in that furthering their cause is more important than making a profit, though both are needed to ensure the organization's sustainability. An advantage of non-profit organisations registered in the UK is that they benefit from some reliefs and exemptions. Charities and non-profits are exempt from Corporation Tax as well as the trustees being exempt from Income Tax.
=== Social Welfare nonprofits ===
In the U.S., "social welfare" nonprofits (IRS Section 501(c)(4)) are frequently used by politicians. Their use has resulted in controversies for politicians such as Kwame Kilpatrick and Gretchen Whitmer.
== Problems ==
=== Founder's syndrome ===
Founder's syndrome is an issue organizations experience as they expand. Dynamic founders, who have a strong vision of how to operate the project, try to retain control of the organization, even as new employees or volunteers want to expand the project's scope or change policy.
==== Resource mismanagement ====
Resource mismanagement is a particular problem with NPOs because the employees are not accountable to anyone who has a direct stake in the organization. For example, an employee may start a new program without disclosing its complete liabilities. The employee may be rewarded for improving the NPO's reputation, making other employees happy, and attracting new donors. Liabilities promised on the full faith and credit of the organization but not recorded anywhere constitute accounting fraud. But even indirect liabilities negatively affect the financial sustainability of the NPO, and the NPO will have financial problems unless strict controls are instated. Some commenters have argued that the receipt of significant funding from large for-profit corporations can ultimately alter the NPO's functions. A frequent measure of an NPO's efficiency is its expense ratio (i.e. expenditures on things other than its programs, divided by its total expenditures).
=== Competition for talent ===
Competition for employees with the public and private sector is another problem that nonprofit organizations inevitably face, particularly for management positions. There are reports of major talent shortages in the nonprofit sector today regarding newly graduated workers, and NPOs have for too long relegated hiring to a secondary priority, which could be why they find themselves in the position many do. While many established NPOs are well-funded and comparative to their public sector competitors, many more are independent and must be creative with which incentives they use to attract and maintain vibrant personalities. The initial interest for many is the remuneration package, though many who have been questioned after leaving an NPO have reported that it was stressful work environments and implacable work that drove them away.Public- and private-sector employment have, for the most part, been able to offer more to their employees than most nonprofit agencies throughout history. Either in the form of higher wages, more comprehensive benefit packages, or less tedious work, the public and private sectors have enjoyed an advantage over NPOs in attracting employees. Traditionally, the NPO has attracted mission-driven individuals who want to assist their chosen cause. Compounding the issue is that some NPOs do not operate in a manner similar to most businesses, or only seasonally. This leads many young and driven employees to forego NPOs in favor of more stable employment. Today, however, nonprofit organizations are adopting methods used by their competitors and finding new means to retain their employees and attract the best of the newly minted workforce.It has been mentioned that most nonprofits will never be able to match the pay of the private sector and therefore should focus their attention on benefits packages, incentives and implementing pleasurable work environments. A good environment is ranked higher than salary and pressure of work. NPOs are encouraged to pay as much as they are able and offer a low-stress work environment that the employee can associate him or herself positively with. Other incentives that should be implemented are generous vacation allowances or flexible work hours.
== Online presence ==
When selecting a domain name, NPOs often use .org, or the country code top-level domain of their respective country, or the .edu top-level domain (TLD), to differentiate themselves from more commercial entities, which typically use .com.
In the traditional domain noted in RFC 1591, .org is for "organizations that didn't fit anywhere else" in the naming system, which implies that it is the proper category for non-commercial organizations if they are not governmental, educational, or one of the other types with a specific TLD. It is not designated specifically for charitable organizations or any specific organizational or tax-law status, but encompasses anything that is not classifiable as another category. Currently, no restrictions are enforced on registration of .com or .org, so one can find organizations of all sorts in either of those domains, as well as other top-level domains including newer, more specific ones which may apply to particular sorts of organization including .museum for museums and .coop for cooperatives. Organizations might also register by the appropriate country code top-level domain for their country.
== Alternative names ==
Instead of being defined by 'non' words, some organizations are suggesting new, positive-sounding terminology to describe the sector. The term 'civil society organization' (CSO) has been used by a growing number of organizations, including the Center for the Study of Global Governance. The term 'citizen sector organization' (CSO) has also been advocated to describe the sector – as one of citizens, for citizens – by organizations including Ashoka: Innovators for the Public. Advocates argue that these terms describe the sector in its own terms, without relying on terminology used for the government or business sectors. However, use of terminology by a nonprofit of self-descriptive language that is not legally compliant risks confusing the public about nonprofit abilities, capabilities, and limitations.In some Spanish-language jurisdictions, nonprofit organizations are called "civil associations".
== See also ==
== References ==
== Further reading ==
Snyder, Gary R., Nonprofits: On the Brink : How Nonprofits have lost their way and some essentials to bring them back, 2006.
P. Hartigan, 2006, 'It's about people, not profits', Business Strategy Review, Winter 2006
Weisbrod, Burton, 1977. The Voluntary Nonprofit Sector: An Economic Analysis, Lexington Books, New York.
== External links ==
Nonprofit Resources at Curlie
Nonprofits & Philanthropy Research at IssueLab (archived 7 November 2015)
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Eastern Time Zone
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The Eastern Time Zone (ET) is a time zone encompassing part or all of 23 states in the eastern part of the United States, parts of eastern Canada, and the state of Quintana Roo in Mexico.
Places that use:
Eastern Standard Time (EST), when observing standard time (autumn/winter), are five hours behind Coordinated Universal Time (UTC−05:00).
Eastern Daylight Time (EDT), when observing daylight saving time (spring/summer), are four hours behind Coordinated Universal Time (UTC−04:00).On the second Sunday in March, at 2:00 a.m. EST, clocks are advanced to 3:00 a.m. EDT leaving a one-hour gap. On the first Sunday in November, at 2:00 a.m. EDT, clocks are moved back to 1:00 a.m. EST, which results in one hour being duplicated. Southern parts of the zone in Panama and the Caribbean, however, do not observe daylight saving time.
== History ==
The boundaries of the Eastern Time Zone have moved westward since the Interstate Commerce Commission (ICC) took over time-zone management from railroads in 1938. The easternmost and northernmost counties in Kentucky were added to the zone in the 1940s, and in 1961 most of the state went Eastern. In 2000, Wayne County, on the Tennessee border, switched from Central to Eastern Time. Within the United States, the Eastern Time Zone is the most populous region, with nearly half of the country's population.
In March 2019, the Florida Legislature passed a bill requesting authorization from Congress for year-round daylight saving time, which would effectively put Florida on Atlantic Standard Time year-round (except for west of the Apalachicola River, which would be on Eastern Standard Time year-round). A similar bill was proposed for the Canadian province of Ontario by its legislative assembly in late 2020, which would have a similar effect on the province if passed.
== Daylight saving time ==
For those in the United States, daylight saving time for the Eastern Time Zone was introduced by the Uniform Time Act of 1966, which specified that daylight saving time would run from the last Sunday of April until the last Sunday in October. The act was amended to make the first Sunday in April the beginning of daylight saving time beginning in 1987.Later, the Energy Policy Act of 2005 extended daylight saving time in the United States, beginning in 2007. Since then, local times change at 2:00 a.m. EST to 3:00 a.m. EDT on the second Sunday in March, and return from 2:00 a.m. EDT to 1:00 a.m. EST on the first Sunday in November.In Canada, daylight saving time begins and ends on the same days and at the same times as it does in the United States.
== Canada ==
In Canada, the following provinces and territories are part of the Eastern Time Zone: Within Canada, as with the United States, the Eastern Time Zone is the most populous time zone.
Most of Ontario
Most of Quebec
Most of NunavutMost of Canada observes daylight saving time synchronously with the United States, with the exception of Saskatchewan, Yukon, and several other very localized areas. None of those areas are in the Eastern Time Zone.
== United States ==
The boundary between time zones is set forth in the Code of Federal Regulations, with the boundary between the Eastern and Central Time Zones being specifically detailed in 49 C.F.R. part 71.Washington, D.C., and 17 states are located entirely within the Eastern Time Zone. They are:
Five states are divided between the Eastern Time Zone and the Central Time Zone. The following locations observe Eastern Time:
Florida: Big Bend regions east of the Apalachicola River and portions of Gulf County south of the Intracoastal Waterway
Indiana: The entire state except for northwest Gary area and southwest Evansville area
Kentucky: The eastern portion of the state, including its three largest metropolitan areas: Louisville, Lexington, and Northern Kentucky
Michigan: The entire state except for the four Upper Peninsula counties that border Wisconsin: Gogebic, Iron, Dickinson, and Menominee
Tennessee: All of East Tennessee, except for Bledsoe, Cumberland, and Marion countiesAdditionally, Phenix City, Alabama, and several nearby communities in Russell County, Alabama, unofficially observe Eastern Time. This is due to their close proximity to Columbus, Georgia, which is on Eastern Time.
== Mexico ==
Quintana Roo: This is the only Mexican state to observe EST. It moved from Central Time to Eastern Time after a successful lobbying effort by tourism interests. Quintana Roo does not observe daylight saving time.
== Caribbean islands ==
The Bahamas and Haiti officially observe both Eastern Standard Time during the winter months and Eastern Daylight Time during the summer months. Cuba generally follows the U.S. with Eastern Standard Time in the winter, and Eastern Daylight Time in the summer, but the exact day of change varies year to year. The Cayman Islands and Jamaica use Eastern Standard Time year-round.
=== Turks and Caicos Islands ===
The Turks and Caicos Islands followed Eastern Time with daylight saving until 2015, when the territory switched to the Atlantic Time Zone. The Turks and Caicos Islands switched back to the pre-2015 schedule in March 2018. A 2017 consultation paper highlighted the advantage for business and tourism of being in the same time zone as the eastern United States as an important factor in the decision.
== South America ==
In South America, the Brazilian states of Acre and the southwest part of Amazonas use Eastern Standard Time. In 2008, Brazil changed the zone of these regions to be closer to that of the Brazilian Capital; however, the change was unpopular and thus undone in 2013. Additionally, the countries of Panama, Colombia, Peru, and Ecuador (excluding the Galápagos Islands, which use Central Standard Time), also use Eastern Standard Time year-round.
== See also ==
Effects of time zones on North American broadcasting
== References ==
== External links ==
Official U.S. time in the Eastern time zone (archived April 24, 2007)
North American Time Zone border data and images
World time zone map Archived December 24, 2015, at the Wayback Machine
U.S. time zone map Archived February 15, 2009, at the Wayback Machine
History of U.S. time zones and UTC conversion Archived August 8, 2011, at the Wayback Machine
Canada time zone map
Time zones for major world cities
Official times across Canada
Federal Regulations defining time zones (archived May 28, 2010)
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Estonia
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Estonia, officially the Republic of Estonia, is a country by the Baltic Sea in Northern Europe. It is bordered to the north by the Gulf of Finland across from Finland, to the west by the sea across from Sweden, to the south by Latvia, and to the east by Lake Peipus and Russia. The territory of Estonia consists of the mainland, the larger islands of Saaremaa and Hiiumaa, and over 2,200 other islands and islets on the eastern coast of the Baltic Sea, covering a total area of 45,339 square kilometres (17,505 sq mi). The capital city Tallinn and Tartu are the two largest urban areas of the country. The Estonian language is the indigenous and the official language of Estonia; it is the first language of the majority of its population, as well as the world's second most spoken Finnic language.
The land of what is now modern Estonia has been inhabited by Homo sapiens since at least 9,000 BC. The medieval indigenous population of Estonia was one of the last pagan civilisations in Europe to adopt Christianity following the Papal-sanctioned Livonian Crusade in the 13th century. After centuries of successive rule by the Teutonic Order, Denmark, Sweden, and the Russian Empire, a distinct Estonian national identity began to emerge in the mid-19th century. This culminated in the 24 February 1918 Estonian Declaration of Independence from the then warring Russian and German Empires. Democratic throughout most of the interwar period, Estonia declared neutrality at the outbreak of World War II, however the country was repeatedly contested, invaded and occupied, first by the Soviet Union in 1940, then by Nazi Germany in 1941, and was ultimately reoccupied in 1944 by, and annexed into, the USSR as an administrative subunit (Estonian SSR). Throughout the 1944–1991 Soviet occupation, Estonia's de jure state continuity was preserved by diplomatic representatives and the government-in-exile. Following the bloodless Estonian "Singing Revolution" of 1988–1990, the nation's de facto independence from the Soviet Union was restored on 20 August 1991.
Estonia is a developed country, with a high-income advanced economy, ranking 31st (out of 191) in the Human Development Index. The sovereign state of Estonia is a democratic unitary parliamentary republic, administratively subdivided into 15 maakond (counties). With a population of just under 1.4 million, it is one of the least populous members of the European Union, the Eurozone, the OECD, the Schengen Area, and NATO. Estonia has consistently ranked highly in international rankings for quality of life, education, press freedom, digitalisation of public services and the prevalence of technology companies.
== Name ==
The name Estonia (Estonian: Eesti [ˈeːsʲti] ) has been connected to Aesti, a people first mentioned by Ancient Roman historian Tacitus around 98 AD. Some modern historians believe he was referring to Balts, while others have proposed that the name then applied to the whole eastern Baltic Sea region. Scandinavian sagas and Viking runestones referring to Eistland are the earliest known sources that definitely use the name in its modern geographic meaning. From Old Norse the toponym spread to other Germanic vernaculars and reached literary Latin by the end of 12th century.
== History ==
=== Prehistory and Viking Age ===
Human settlement in Estonia became possible 13,000–11,000 years ago, when the ice from the last glacial era melted. The oldest known settlement in Estonia is the Pulli settlement, on the banks of Pärnu river in southwest Estonia. According to radiocarbon dating, it was settled around 11,000 years ago.The earliest human habitation during the Mesolithic period is connected to the Kunda culture. At that time the country was covered with forests, and people lived in semi-nomadic communities near bodies of water. Subsistence activities consisted of hunting, gathering and fishing. Around 4900 BC, ceramics appear of the neolithic period, known as Narva culture. Starting from around 3200 BC the Corded Ware culture appeared; this included new activities like primitive agriculture and animal husbandry.
The Bronze Age started around 1800 BC, and saw the establishment of the first hill fort settlements. A transition from hunter-fisher subsistence to single-farm-based settlement started around 1000 BC, and was complete by the beginning of the Iron Age around 500 BC. The large amount of bronze objects indicate the existence of active communication with Scandinavian and Germanic tribes.The middle Iron Age produced threats appearing from different directions. Several Scandinavian sagas referred to major confrontations with Estonians, notably when in the early 7th century "Estonian Vikings" defeated and killed Ingvar, the King of Swedes. Similar threats appeared to the east, where East Slavic principalities were expanding westward. Around 1030 the troops of Kievan Rus led by Yaroslav the Wise defeated Estonians and established a fort in modern-day Tartu. This foothold may have lasted until ca 1061 when an Estonian tribe, the Sosols, destroyed it. Around the 11th century, the Scandinavian Viking era around the Baltic Sea was succeeded by the Baltic Viking era, with seaborne raids by Curonians and by Estonians from the island of Saaremaa, known as Oeselians. In 1187 Estonians (Oeselians), Curonians or/and Karelians sacked Sigtuna, which was a major city of Sweden at the time.Estonia could be divided into two main cultural areas. The coastal areas of Northern and Western Estonia had close overseas contacts with Scandinavia and Finland, while inland Southern Estonia had more contacts with Balts and Pskov. The landscape of Ancient Estonia featured numerous hillforts. Prehistoric or medieval harbour sites have been found on the coast of Saaremaa. Estonia also has a number of graves from the Viking Age, both individual and collective, with weapons and jewellery including types found commonly throughout Northern Europe and Scandinavia.
In the early centuries AD, political and administrative subdivisions began to emerge in Estonia. Two larger subdivisions appeared: the parish (Estonian: kihelkond) and the county (Estonian: maakond), which consisted of multiple parishes. A parish was led by elders and centered on a hill fort; in some rare cases a parish had multiple forts. By the 13th century, Estonia consisted of eight major counties: Harjumaa, Järvamaa, Läänemaa, Revala, Saaremaa, Sakala, Ugandi, and Virumaa; and six minor, single-parish counties: Alempois, Jogentagana, Mõhu, Nurmekund, Soopoolitse, and Vaiga. Counties were independent entities and engaged only in a loose cooperation against foreign threats.Little is known of medieval Estonians' spiritual and religious practices before Christianization. The Chronicle of Henry of Livonia mentions Tharapita as the superior deity of the then inhabitants of Saaremaa (Oeselians). There is some historical evidence about sacred groves, especially groves of oak trees, having served as places of "pagan" worship.
=== Crusades and the Catholic Era ===
In 1199, Pope Innocent III declared a crusade to "defend the Christians of Livonia". Fighting reached Estonia in 1206, when Danish King Valdemar II unsuccessfully invaded Saaremaa. The German Livonian Brothers of the Sword, who had previously subjugated Livonians, Latgalians, and Selonians, started campaigning against the Estonians in 1208, and over next few years both sides made numerous raids and counter-raids. A major leader of the Estonian resistance was Lembitu, an elder of Sakala County, but in 1217 the Estonians suffered a significant defeat in the Battle of St. Matthew's Day, where Lembitu was killed. In 1219, Valdemar II landed at Lindanise, defeated the Estonians in the Battle of Lyndanisse, and started conquering Northern Estonia. The next year, Sweden invaded Western Estonia, but were repelled by the Oeselians. In 1223, a major revolt ejected the Germans and Danes from the whole of Estonia, except Reval, but the crusaders soon resumed their offensive, and in 1227, Saaremaa was the last maakond (county) to surrender.After the crusade, the territory of present-day Southern Estonia and Latvia was named Terra Mariana, but later it became known simply as Livonia. Northern Estonia became the Danish Duchy of Estonia, while the rest was divided between the Sword Brothers and prince-bishoprics of Dorpat and Ösel–Wiek. In 1236, after suffering a major defeat, the Sword Brothers merged into the Teutonic Order becoming the Livonian Order. In the next decades there were several uprisings against the Teutonic rulers in Saaremaa. In 1343, a major rebellion started, known as the St. George's Night Uprising, encompassing the whole area of northern Estonia and Saaremaa. The Teutonic Order finished suppressing the rebellion in 1345, and the next year the Danish king sold his possessions in Estonia to the Order. The unsuccessful rebellion led to a consolidation of power for the upper-class German minority. For the subsequent centuries Low German remained the language of the ruling elite in both Estonian cities and the countryside.
Reval (Tallinn), the capital of Danish Estonia founded on the site of Lindanise, adopted the Lübeck law and received full town rights in 1248. The Hanseatic League controlled trade on the Baltic Sea, and overall the four largest towns in Estonia became members: Reval, Dorpat (Tartu), Pernau (Pärnu), and Fellin (Viljandi). Reval acted as a trade intermediary between Novgorod and western Hanseatic cities, while Dorpat filled the same role with Pskov. Many artisans' and merchants guilds were formed during the period. Protected by their stone walls and membership in the Hansa, prosperous cities like Reval and Dorpat repeatedly defied other rulers of medieval Livonia. After the decline of the Teutonic Order following its defeat in the Battle of Grunwald in 1410, and the defeat of the Livonian Order in the Battle of Swienta on 1 September 1435, the Livonian Confederation Agreement was signed on 4 December 1435.
=== Post-Reformation Era ===
The Reformation began in central Europe in 1517, and soon spread northward to Livonia despite some opposition by the Livonian Order. Towns were the first to embrace Protestantism in the 1520s, and by the 1530s the majority of the landowners and rural population had adopted Lutheranism. Church services were now conducted in vernacular language, which initially meant Low German, but already from the 1530s onward the regular religious services were held in Estonian.During the 16th century, the expansionist monarchies of Muscovy, Sweden, and Poland–Lithuania consolidated power, posing a growing threat to decentralised Livonia weakened by disputes between cities, nobility, bishops, and the Order.In 1558, Tsar Ivan the Terrible of Russia (Muscovy) invaded Livonia, starting the Livonian War. The Livonian Order was decisively defeated in 1560. The majority of Livonia accepted Polish rule, while Reval and the nobles of Northern Estonia swore loyalty to the Swedish king, and the Bishop of Ösel-Wiek sold his lands to the Danish king. Russian forces gradually conquered the majority of Livonia, but in the late 1570s the Polish-Lithuanian and Swedish armies started their own offensives and the bloody war finally ended in 1583 with Russian defeat. As a result of the war, Northern Estonia became Swedish Duchy of Estonia, Southern Estonia became Polish Duchy of Livonia, and Saaremaa remained under Danish control.In 1600, the Polish–Swedish War broke out, causing further devastation. The protracted war ended in 1629 with Sweden gaining Livonia, including the regions of Southern Estonia and Northern Latvia. Danish Saaremaa was transferred to Sweden in 1645. The wars had halved the population of Estonia from about 250–270,000 people in the mid 16th century to 115–120,000 in the 1630s.While many peasants remained in the status of serfdom during the Swedish rule, legal reforms strengthened both serfs' and free tenant farmers' land usage and inheritance rights – hence this period got the reputation of "The Good Old Swedish Time" in historical memory. Swedish King Gustaf II Adolf established gymnasiums in Reval and Dorpat; the latter was upgraded to Tartu University in 1632. Printing presses were also established in both towns. In the 1680s the beginnings of Estonian elementary education appeared, largely due to efforts of Bengt Gottfried Forselius, who also introduced orthographical reforms to written Estonian. The population of Estonia grew rapidly until the Great Famine of 1695–97 in which 70,000–75,000 people died – about 20% of the population.During the 1700–1721 Great Northern War, the Tsardom of Russia (Muscovy) conquered the whole of Estonia by 1710. The war again devastated the population of Estonia, with the 1712 population estimated at only 150,000–170,000. In 1721, Estonia was divided into two governorates: the governorate of Estonia, which included Tallinn and the northern part of Estonia, and the southern governorate of Livonia, which extended to the northern part of Latvia. Russian administration restored all the political and landholding rights of Baltic Germans. The rights of local farmers reached their lowest point, as serfdom completely dominated agricultural relations during the 18th century. Serfdom was formally abolished in 1816–1819, but this initially had very little practical effect; major improvements in farmers' rights started with reforms in the mid-19th century.
=== National Awakening ===
The Estonian national awakening began in the 1850s as several leading figures started promoting an Estonian national identity among the general populace. Widespread farm buyouts by Estonians and the resulting rapidly growing class of land-owning farmers provided the economic basis for the formation of this new "Estonian identity". In 1857 Johann Voldemar Jannsen started publishing the first Estonian language daily newspaper and began popularising the denomination of oneself as eestlane (Estonian). Schoolmaster Carl Robert Jakobson and clergyman Jakob Hurt became leading figures in a national movement, encouraging Estonian farmers to take pride in their ethnic Estonian identity. The first nationwide movements formed, such as a campaign to establish the Estonian language Alexander School, the founding of the Society of Estonian Literati and the Estonian Students' Society, and the first national song festival, held in 1869 in Tartu. Linguistic reforms helped to develop the Estonian language. The national epic Kalevipoeg was published in 1862, and 1870 saw the first performances of Estonian theatre. In 1878 a major split happened in the national movement. The moderate wing led by Hurt focused on development of culture and Estonian education, while the radical wing led by Jakobson started demanding increased political and economical rights.At the end of the 19th century, Russification began, as the central government initiated various administrative and cultural measures to tie Baltic governorates more closely to the empire. The Russian language replaced German and Estonian in most secondary schools and universities, and many social and cultural activities in local languages were suppressed. In the late 1890s, there was a new surge of nationalism with the rise of prominent figures like Jaan Tõnisson and Konstantin Päts. In the early 20th century, Estonians started taking over control of local governments in towns from Germans.During the 1905 Revolution, the first legal Estonian political parties were founded. An Estonian national congress was convened and demanded the unification of Estonian areas into a single autonomous territory and an end to Russification. The unrest was accompanied by both peaceful political demonstrations and violent riots with looting in the commercial district of Tallinn and in a number of wealthy landowners' manors in the Estonian countryside. The Tsarist government responded with a brutal crackdown; some 500 people were executed and hundreds more jailed or deported to Siberia.
=== Independence ===
In 1917, after the February Revolution, the governorate of Estonia was expanded by the Russian Provisional Government to include Estonian-speaking areas of Livonia and was granted autonomy, enabling the formation of the Estonian Provincial Assembly. The Bolsheviks seized power in Estonia in November 1917, and the Provincial Assembly was disbanded. However, the Provincial Assembly established the Salvation Committee, and during the short interlude between Russian retreat and German arrival, the committee declared independence on 24 February 1918, and formed the Estonian Provisional Government. German occupation immediately followed, but after their defeat in World War I, the Germans were forced to hand over power back to the Provisional Government on 19 November 1918.On 28 November 1918 Soviet Russia invaded, starting the Estonian War of Independence. The Red Army came within 30 km of Tallinn, but in January 1919, the Estonian Army, led by Johan Laidoner, went on a counter-offensive, ejecting Bolshevik forces from Estonia within a few months. Renewed Soviet attacks failed, and in spring, the Estonian army, in co-operation with White Russian forces, advanced into Russia and Latvia. In June 1919, Estonia defeated the German Landeswehr which had attempted to dominate Latvia, restoring power to the government of Kārlis Ulmanis there. After the collapse of the White Russian forces, the Red Army launched a major offensive against Narva in late 1919, but failed to achieve a breakthrough. On 2 February 1920, the Tartu Peace Treaty was signed by Estonia and Soviet Russia, with the latter pledging to permanently give up all sovereign claims to Estonia.In April 1919, the Estonian Constituent Assembly was elected. The Constituent Assembly passed a sweeping land reform expropriating large estates, and adopted a new highly liberal constitution establishing Estonia as a parliamentary democracy. In 1924, the Soviet Union organised a communist coup attempt, which quickly failed. Estonia's cultural-autonomy law for ethnic minorities, adopted in 1925, is widely recognised as one of the most liberal in the world at that time. The Great Depression put heavy pressure on Estonia's political system, and in 1933, the right-wing Vaps movement spearheaded a constitutional reform establishing a strong presidency. On 12 March 1934 the acting head of state, Konstantin Päts, declared a state of emergency, under the pretext that the Vaps movement had been planning a coup. Päts, together with general Johan Laidoner and Kaarel Eenpalu, established an authoritarian régime during the "era of silence", when the parliament did not reconvene and the newly established Patriotic League became the only legal political movement. A new constitution was adopted in a referendum, and elections were held in 1938. Both pro-government and opposition candidates were allowed to participate, but only as independents. The Päts régime was relatively benign compared to other authoritarian régimes in interwar Europe, and the régime never used violence against political opponents.Estonia joined the League of Nations in 1921. Attempts to establish a larger alliance together with Finland, Poland, and Latvia failed, with only a mutual-defence pact being signed with Latvia in 1923, and later was followed up with the Baltic Entente of 1934. In the 1930s, Estonia also engaged in secret military co-operation with Finland. Non-aggression pacts were signed with the Soviet Union in 1932, and with Germany in 1939. In 1939, Estonia declared neutrality, but this proved futile in World War II.
=== World War II ===
A week before the outbreak of World War II, on 23 August 1939, Nazi Germany and the Stalinist Soviet Union signed the Molotov–Ribbentrop Pact. In the pact's secret protocol Poland, Lithuania, Latvia, Estonia and Finland were divided between USSR and Germany into "spheres of influence", with Estonia assigned to the Soviet "sphere". On 24 September 1939, the Soviet Union demanded that Estonia sign a treaty of "mutual assistance" which would allow the Soviet Union to establish military bases in the country. The Estonian government felt that it had no choice but to comply, and the Soviet–Estonian Mutual Assistance Treaty was signed on 28 September 1939. On 14 June 1940 the Soviet Union instituted a full naval and air blockade on Estonia. On the same day, the airliner Kaleva was shot down by the Soviet Air Force. On 16 June, the USSR presented an ultimatum demanding completely free passage of the Red Army into Estonia and the establishment of a pro-Soviet government. Feeling that resistance was hopeless, the Estonian government complied and, on the next day, the whole country was occupied. On 6 August 1940, Estonia was annexed by the Soviet Union as the Estonian SSR.
The USSR established a repressive wartime regime in occupied Estonia. Many of the country's high-ranking civil and military officials, intelligentsia and industrialists were arrested. Soviet repressions culminated on 14 June 1941 with mass deportation of around 11,000 people to Russia. When Operation Barbarossa (accompanied by Estonian guerrilla soldiers called "Forest Brothers") began against the Soviet Union on 22 June 1941 in the form of the "Summer War" (Estonian: Suvesõda), around 34,000 young Estonian men were forcibly drafted into the Red Army, fewer than 30% of whom survived the war. Soviet destruction battalions initiated a scorched earth policy. Political prisoners who could not be evacuated were executed by the NKVD. Many Estonians went into the forest, starting an anti-Soviet guerrilla campaign. In July, German Wehrmacht reached south Estonia. The USSR evacuated Tallinn in late August with massive losses, and capture of the Estonian islands was completed by German forces in October.Initially, many Estonians were hopeful that Germany would help to restore Estonia's independence, but this soon proved to be in vain. Only a puppet collaborationist administration was established, and occupied Estonia was merged into Reichskommissariat Ostland, with its economy being fully subjugated to German military needs. About a thousand Estonian Jews who had not managed to leave were almost all quickly killed in 1941. Numerous forced labour camps were established where thousands of Estonians, foreign Jews, Romani, and Soviet prisoners of war perished. German occupation authorities started recruiting men into small volunteer units but, as these efforts provided meagre results and military situation worsened, forced conscription was instituted in 1943, eventually leading to formation of the Estonian Waffen-SS division. Thousands of Estonians who did not want to fight in the German military secretly escaped to Finland, where many volunteered to fight together with Finns against Soviets.
The Red Army reached the Estonian borders again in early 1944, but its advance into Estonia was stopped in heavy fighting near Narva for six months by German forces, including numerous Estonian units. In March, the Soviet Air Force carried out heavy bombing raids against Tallinn and other Estonian towns. In July, the Soviets started a major offensive from the south, forcing the Germans to abandon mainland Estonia in September and the Estonian islands in November. As German forces were retreating from Tallinn, the last pre-war prime minister Jüri Uluots appointed a government headed by Otto Tief in an unsuccessful attempt to restore Estonia's independence. Tens of thousands of people, including most of the Estonian Swedes, fled westwards to avoid the new Soviet occupation.Overall, Estonia lost about 25% of its population through deaths, deportations and evacuations in World War II. Estonia also suffered some irrevocable territorial losses, as the Soviet Union transferred border areas comprising about 5% of Estonian pre-war territory from the Estonian SSR to the Russian SFSR.
=== Second Soviet occupation ===
Thousands of Estonians opposing the second Soviet occupation joined a guerrilla movement known as the "Forest Brothers". The armed resistance was heaviest in the first few years after the war, but Soviet authorities gradually wore it down through attrition, and resistance effectively ceased to exist in the mid-1950s. The Soviets initiated a policy of collectivisation, but as farmers remained opposed to it a campaign of terror was unleashed. In March 1949 about 20,000 Estonians were deported to Siberia. Collectivization was fully completed soon afterwards.The Russian-dominated occupation authorities under the Soviet Union began Russification, with hundreds of thousands of ethnic Russians and other "Soviet people" being induced to settle in occupied Estonia, in a process which eventually threatened to turn indigenous Estonians into a minority in their own native land. In 1945 Estonians formed 97% of the population, but by 1989 their share of the population had fallen to 62%. Occupying authorities carried out campaigns of ethnic cleansing, mass deportation of indigenous populations, and mass colonization by Russian settlers which led to Estonia losing 3% of its native population. By March 1949, 60,000 people were deported from Estonia and 50,000 from Latvia to the gulag system in Siberia, where death rates were 30%. The occupying regime established an Estonian Communist Party, where Russians were the majority in party membership. Economically, heavy industry was strongly prioritised, but this did not improve the well-being of the local population, and caused massive environmental damage through pollution. Living standards under the Soviet occupation kept falling further behind nearby independent Finland. The country was heavily militarised, with closed military areas covering 2% of territory. Islands and most of the coastal areas were turned into a restricted border zone which required a special permit for entry. Estonia was quite closed until the second half of the 1960s, when gradually Estonians began to covertly watch Finnish television in the northern parts of the country, thus getting a better picture of the way of life behind the Iron Curtain.The majority of Western countries considered the annexation of Estonia by the Soviet Union illegal. Legal continuity of the Estonian state was preserved through the government-in-exile and the Estonian diplomatic representatives which Western governments continued to recognise.
=== Independence restored ===
The introduction of perestroika by the Soviet central government in 1987 made open political activity possible again in Estonia, which triggered an independence restoration process later known as laulev revolutsioon ("the Singing revolution"). The environmental Fosforiidisõda ("Phosphorite war") campaign became the first major protest movement against the central government. In 1988, new political movements appeared, such as the Popular Front of Estonia, which came to represent the moderate wing in the independence movement, and the more radical Estonian National Independence Party, which was the first non-communist party in the Soviet Union and demanded full restoration of independence. On 16 November 1988, after the first non-rigged multi-candidate elections in half a century, the parliament of Soviet-controlled Estonia issued the Sovereignty Declaration, asserting the primacy of Estonian laws. Over the next two years, many other administrative parts (or "republics") of the USSR followed the Estonian example, issuing similar declarations. On 23 August 1989, about 2 million Estonians, Latvians and Lithuanians participated in a mass demonstration, forming the Baltic Way human chain across the three countries. In February 1990, elections were held to form the Congress of Estonia. In March 1991, a referendum was held where 78.4% of voters supported full independence. During the coup attempt in Moscow, Estonia declared restoration of independence on 20 August 1991.Soviet authorities recognised Estonian independence on 6 September 1991, and on 17 September Estonia was admitted into the United Nations. The last units of the Russian army left Estonia in 1994.On 28 September 1994, the MS Estonia sank as the ship was crossing the Baltic Sea, en route from Tallinn, Estonia, to Stockholm, Sweden. The disaster claimed the lives of 852 people (501 of them were Swedes), being one of the worst maritime disasters of the 20th century.In 1992 radical economic reforms were launched for switching over to a market economy, including privatisation and currency reform. Estonia has been a member of the WTO since 13 November 1999.Since regaining independence in 1991, Estonian foreign policy has been aligned with other Western democracies, and in 2004 Estonia joined both the European Union and NATO. On 9 December 2010, Estonia became a member of OECD. On 1 January 2011, Estonia joined the eurozone and adopted the euro, the single currency of EU. Estonia was a member of the UN Security Council from 2020–2021.
== Geography ==
Estonia is situated in Northern Europe, on the eastern shores of the Baltic Sea, on the East European Plain between 57°30′ and 59°49′ N and 21°46′ and 28°13′ E. It is bordered to the north by the Gulf of Finland across from Finland, to the west by the sea across from Sweden, to the south by Latvia, and to the east by Lake Peipsi and Russia. Estonian territory covers 45,339 km2 (17,505 sq mi), of which internal waters comprise 4.6%. When including the territorial sea, the Estonian border encompasses 70,177 km2 (27,095 sq mi).Estonia has a 3,794 kilometres (2,357 mi) long coastline, notable for its limestone cliffs at the northern coast and largest islands. The total number of Estonian islands, including those in internal waters, is 2,355, of which 2,222 are in the Baltic Sea. The largest islands are Saaremaa and Hiiumaa. There are over 1560 natural lakes, the largest being Lake Peipsi at the border of Russia, and Võrtsjärv in central Estonia. Additionally there are a large number of artificial water reservoirs. There are over 7000 rivers, streams, and canals in Estonia. Most are small, with only 15 being over 50 kilometres (31 mi) long. Bogs and mires cover 23.2% of the land. Generally the terrain is flat, average elevation above the sea level being about 50 metres (164 ft). Only 10% of the country's terrain is greater than 100 metres (328 ft) in height, with Haanja Upland containing the highest peak, Suur Munamägi, at 318 metres (1,043 ft).
=== Climate ===
Estonia is situated in the temperate climate zone, and in the transition zone between maritime and continental climate, characterized by warm summers and fairly mild winters. Primary local differences are caused by the Baltic Sea, which warms the coastal areas in winter, and cools them in the spring. Average temperatures range from 17.8 °C (64.0 °F) in July, the warmest month, to −3.8 °C (25.2 °F) in February, the coldest month, with the annual average being 6.4 °C (43.5 °F). The highest recorded temperature is 35.6 °C (96.1 °F) from 1992, and the lowest is −43.5 °C (−46.3 °F) from 1940. The annual average precipitation is 662 millimetres (26.1 in), with the daily record being 148 millimetres (5.8 in). Snow cover varies significantly on different years. Prevailing winds are westerly, southwesterly, and southerly, with average wind speed being 3–5 m/s inland and 5–7 m/s on coast. The average monthly sunshine duration ranges from 290 hours in August, to 21 hours in December.
=== Biodiversity ===
Due to varied climatic and soil conditions, and plethora of sea and internal waters, Estonia is one of the most biodiverse regions among the similar sized territories at the same latitude. Many species extinct in most other European countries can be still found in Estonia.Recorded species include 64 mammals, 11 amphibians, and 5 reptiles. Large mammals present in Estonia include the grey wolf, lynx, brown bear, red fox, badger, wild boar, moose, roe deer, beaver, otter, grey seal, and ringed seal. The critically endangered European mink has been successfully reintroduced to the island of Hiiumaa, and the rare Siberian flying squirrel is present in east Estonia. The red deer, once extirpated, has also been successfully reintroduced. In the beginning of the 21st century, an isolated population of European jackals was confirmed in Western Estonia, much further north than their earlier known range. The number of jackals has grown quickly in coastal areas of Estonia and can be found in Matsalu National Park. Introduced mammals include sika deer, fallow deer, raccoon dog, muskrat, and American mink.Over 300 bird species have been found in Estonia, including the white-tailed eagle, lesser spotted eagle, golden eagle, western capercaillie, black and white stork, numerous species of owls, waders, geese and many others. The barn swallow is the national bird of Estonia.
Phytogeographically, Estonia is shared between the Central European and Eastern European provinces of the Circumboreal Region within the Boreal Kingdom. According to the WWF, the territory of Estonia belongs to the ecoregion of Sarmatic mixed forests. Estonia has a rich composition of floristic groups, with estimated 6000 (3461 identified) fungi, 3000 (2500 identified) algae and cyanobacteria, 850 (786 identified) lichens, and 600 (507 identified) bryophytes. Forests cover approximately half of the country. 87 native and over 500 introduced tree and bush species have been identified, with most prevalent tree species being pine (41%), birch (28%), and spruce (23%). Since 1969, the cornflower (Centaurea cyanus) has been the national flower of Estonia.Protected areas cover 19.4% of Estonian land and 23% of its total area together with territorial sea. Overall there are 3,883 protected natural objects, including 6 national parks, 231 nature conservation areas, and 154 landscape reserves.
== Politics ==
Estonia is a unitary parliamentary republic. The unicameral parliament Riigikogu serves as the legislative and the government as the executive.Estonian parliament Riigikogu is elected by citizens over 18 years of age for a four-year term by proportional representation, and has 101 members. Riigikogu's responsibilities include approval and preservation of the national government, passing legal acts, passing the state budget, and conducting parliamentary supervision. On proposal of the president Riigikogu appoints the Chief Justice of the Supreme Court, the chairman of the board of the Bank of Estonia, the Auditor General, the Legal Chancellor, and the Commander-in-Chief of the Defence Forces.The Government of Estonia is formed by the Prime Minister of Estonia at recommendation of the President, and approved by the Riigikogu. The government, headed by the Prime Minister, carries out domestic and foreign policy. Ministers head ministries and represent its interests in the government. Sometimes ministers with no associated ministry are appointed, known as ministers without portfolio. Estonia has been ruled by coalition governments because no party has been able to obtain an absolute majority in the parliament.
The head of the state is the President who has a primarily representative and ceremonial role. There are no referendums on the election of the president, but the president is elected by the Riigikogu, or by a special electoral college. The President proclaims the laws passed in the Riigikogu, and has right to refuse proclamation and return law in question for a new debate and decision. If Riigikogu passes the law unamended, then the President has right to propose to the Supreme Court to declare the law unconstitutional. The President also represents the country in international relations.The Constitution of Estonia also provides possibility for direct democracy through referendum, although since adoption of the constitution in 1992 the only referendum has been the referendum on European Union membership in 2003.Estonia has pursued the development of the e-government, with 99 percent of the public services being available on the web 24 hours a day. In 2005 Estonia became the first country in the world to introduce nationwide binding Internet voting in local elections of 2005. In 2023 parliamentary elections 51% of the total votes were cast over the internet, becoming the first time when more than half of votes were cast online.In the most recent parliamentary elections of 2023, six parties gained seats at Riigikogu. The head of the Reform Party, Kaja Kallas, formed the government together with Estonia 200 and Social Democratic Party, while Conservative People's Party, Centre Party and Isamaa became the opposition.
=== Law ===
The Constitution of Estonia is the fundamental law, establishing the constitutional order based on five principles: human dignity, democracy, rule of law, social state, and the Estonian identity. Estonia has a civil law legal system based on the Germanic legal model. The court system has a three-level structure. The first instance are county courts which handle all criminal and civil cases, and administrative courts which hear complaints about government and local officials, and other public disputes. The second instance are district courts which handle appeals about the first instance decisions. The Supreme Court is the court of cassation, conducts constitutional review, and has 19 members. The judiciary is independent, judges are appointed for life, and can be removed from office only when convicted of a crime. The justice system has been rated among the most efficient in the European Union by the EU Justice Scoreboard.
As of June 2023, gay registered partners and married couples have the right to adopt. Gay couples will gain the right to marriage in Estonia in 2024. Estonia is the first of the former Soviet republics to legalize same-sex marriage.
=== Foreign relations ===
Estonia was a member of the League of Nations from 22 September 1921, and became a member of the United Nations on 17 September 1991. Since restoration of independence Estonia has pursued close relations with the Western countries, and has been member of NATO and the European Union since 2004. In 2007, Estonia joined the Schengen Area, and in 2011 the Eurozone. The European Union Agency for large-scale IT systems is based in Tallinn, and started operations at the end of 2012. Estonia held the Presidency of the Council of the European Union in the second half of 2017.Since the early 1990s, Estonia has been involved in active trilateral Baltic states co-operation with Latvia and Lithuania, and Nordic-Baltic co-operation with the Nordic countries. Estonia is a member of the interparliamentary Baltic Assembly, the intergovernmental Baltic Council of Ministers and the Council of the Baltic Sea States. Estonia has built close relationship with the Nordic countries, especially Finland and Sweden, and is a member of Nordic-Baltic Eight. Joint Nordic-Baltic projects include the education programme Nordplus and mobility programmes for business and industry and for public administration. The Nordic Council of Ministers has an office in Tallinn with a subsidiaries in Tartu and Narva. The Baltic states are members of Nordic Investment Bank, European Union's Nordic Battle Group, and in 2011 were invited to co-operate with Nordic Defence Cooperation in selected activities.The beginning of the attempt to redefine Estonia as "Nordic" was seen in December 1999, when then Estonian foreign minister (and President of Estonia from 2006 until 2016) Toomas Hendrik Ilves delivered a speech entitled "Estonia as a Nordic Country" to the Swedish Institute for International Affairs, with the potential political calculation behind it being the wish to distinguish Estonia from its more slowly progressing southern neighbours, which could have postponed early participation in European Union enlargement. Andres Kasekamp argued in 2005, that relevance of identity discussions in Baltic states decreased with their entrance into EU and NATO together, but predicted, that in the future, attractiveness of Nordic identity in Baltic states will grow and eventually, five Nordic states plus three Baltic states will become a single unit.Other Estonian international organisation memberships include OECD, OSCE, WTO, IMF, the Council of the Baltic Sea States, and on 7 June 2019, was elected a non-permanent member of the United Nations Security Council for a two-year term that began on 1 January 2020.Since the Soviet era, the relations with Russia remain generally cold, even though practical co-operation has taken place in between. Since 24 February 2022, the relations with Russia have further deteriorated when Russia made its invasion on Ukraine. Estonia has very actively supported Ukraine during the war, providing highest support relative to its gross domestic product.
=== Military ===
The Estonian Defence Forces consist of land forces, navy, and air force. The current national military service is compulsory for healthy men between ages of 18 and 28, with conscripts serving 8- or 11-month tours of duty, depending on their education and position provided by the Defence Forces. The peacetime size of the Estonian Defence Forces is about 6,000 persons, with half of those being conscripts. The planned wartime size of the Defence Forces is 60,000 personnel, including 21,000 personnel in high readiness reserve. Since 2015 the Estonian defence budget has been over 2% of GDP, fulfilling its NATO defence spending obligation.The Estonian Defence League is a voluntary national defence organisation under management of Ministry of Defence. It is organised based on military principles, has its own military equipment, and provides various different military training for its members, including in guerilla tactics. The Defence League has 17,000 members, with additional 11,000 volunteers in its affiliated organisations.Estonia co-operates with Latvia and Lithuania in several trilateral Baltic defence co-operation initiatives. As part of Baltic Air Surveillance Network (BALTNET) the three countries manage the Baltic airspace control center, Baltic Battalion (BALTBAT) has participated in the NATO Response Force, and a joint military educational institution Baltic Defence College is located in Tartu.Estonia joined NATO on 29 March 2004. NATO Cooperative Cyber Defence Centre of Excellence was established in Tallinn in 2008. In response to Russian war in Ukraine, since 2017 a NATO Enhanced Forward Presence battalion battle group has been based in Tapa Army Base. Also part of NATO Baltic Air Policing deployment has been based in Ämari Air Base since 2014. In European Union Estonia participates in Nordic Battlegroup and Permanent Structured Cooperation.Since 1995 Estonia has participated in numerous international security and peacekeeping missions, including: Afghanistan, Iraq, Lebanon, Kosovo, and Mali. The peak strength of Estonian deployment in Afghanistan was 289 soldiers in 2009. 11 Estonian soldiers have been killed in missions of Afghanistan and Iraq.
=== Administrative divisions ===
Estonia is a unitary country with a single-tier local government system. Local affairs are managed autonomously by local governments. Since administrative reform in 2017, there are in total 79 local governments, including 15 towns and 64 rural municipalities. All municipalities have equal legal status and form part of a maakond (county), which is an administrative subunit of the state. Representative body of local authorities is municipal council, elected at general direct elections for a four-year term. The council appoints local government. For towns, the head of the local goverment is linnapea (mayor) and vallavanem for parishes. For additional decentralization the local authorities may form municipal districts with limited authority, currently those have been formed in Tallinn and Hiiumaa.Separately from administrative units, there are also settlement units: village, small borough, borough, and town. Generally, villages have less than 300, small boroughs have between 300 and 1000, boroughs and towns have over 1000 inhabitants.
== Economy ==
As a member of the European Union and OECD, Estonia is considered a high-income economy by the World Bank. The GDP (PPP) per capita of the country was $46,385 in 2023 according to the International Monetary Fund, ranked 40th.Estonia ranks highly in international rankings for quality of life, education, press freedom, digitalisation of public services and the prevalence of technology companies.Because of its rapid growth, Estonia has often been described as a Baltic Tiger beside Lithuania and Latvia. Beginning 1 January 2011, Estonia adopted the euro and became the 17th eurozone member state.According to Eurostat, Estonia had the lowest ratio of government debt to GDP among EU countries at 6.7% at the end of 2010.
A balanced budget, almost non-existent public debt, flat-rate income tax, free trade regime, competitive commercial banking sector, innovative e-Services and even mobile-based services are all hallmarks of Estonia's market economy.
Estonia produces about 75% of its consumed electricity. In 2011, about 85% of it was generated with locally mined oil shale. Alternative energy sources such as wood, peat, and biomass make up approximately 9% of primary energy production. Renewable wind energy was about 6% of total consumption in 2009. Estonia imports petroleum products from western Europe and Russia. Estonia imports 100% of its natural gas from Russia. Oil shale energy, telecommunications, textiles, chemical products, banking, services, food and fishing, timber, shipbuilding, electronics, and transportation are key sectors of the economy. The ice-free port of Muuga, near Tallinn, is a modern facility featuring good transhipment capability, a high-capacity grain elevator, chill/frozen storage, and new oil tanker off-loading capabilities.
Because of the global economic recession that began in 2007, the GDP of Estonia decreased by 1.4% in the 2nd quarter of 2008, over 3% in the 3rd quarter of 2008, and over 9% in the 4th quarter of 2008. The Estonian government made a supplementary negative budget, which was passed by Riigikogu. The revenue of the budget was decreased for 2008 by EEK 6.1 billion and the expenditure by EEK 3.2 billion. In 2010, the economic situation stabilised and started a growth based on strong exports. In the fourth quarter of 2010, Estonian industrial output increased by 23% compared to the year before. The country has been experiencing economic growth ever since.According to Eurostat data, Estonian PPS GDP per capita stood at 67% of the EU average in 2008. In 2017, the average monthly gross salary in Estonia was €1221.However, there are vast disparities in GDP between different areas of Estonia; currently, over half of the country's GDP is created in Tallinn. In 2008, the GDP per capita of Tallinn stood at 172% of the Estonian average, which makes the per capita GDP of Tallinn as high as 115% of the European Union average, exceeding the average levels of other counties.
The unemployment rate in March 2016 was 6.4%, which is below the EU average, while real GDP growth in 2011 was 8.0%, five times the euro-zone average. In 2012, Estonia remained the only euro member with a budget surplus, and with a national debt of only 6%, it is one of the least indebted countries in Europe.
=== Economic indicators ===
Estonia's economy continues to benefit from a transparent government and policies that sustain a high level of economic freedom, ranking 6th globally and 2nd in Europe. The rule of law remains strongly buttressed and enforced by an independent and efficient judicial system. A simplified tax system with flat rates and low indirect taxation, openness to foreign investment, and a liberal trade regime have supported the resilient and well-functioning economy. As of May 2018, the Ease of Doing Business Index by the World Bank Group places the country 16th in the world. The strong focus on the IT sector through its e-Estonia program has led to much faster, simpler and efficient public services where for example filing a tax return takes less than five minutes and 98% of banking transactions are conducted through the internet. Estonia has the 13th lowest business bribery risk in the world, according to TRACE Matrix.Estonia is a developed country with an advanced, high-income economy that was among the fastest-growing in the EU since its entry in 2004. The country ranks very high in the Human Development Index, and compares well in measures of economic freedom, civil liberties, education, and press freedom. Estonian citizens receive universal health care, free education, and the longest paid maternity leave in the OECD. One of the world's most digitally-advanced societies,
in 2005 Estonia became the first state to hold elections over the Internet, and in 2014, the first state to provide e-residency.
=== Historic development ===
In 1928, a stable currency, the kroon, was established. It is issued by the Bank of Estonia, the country's central bank. The word kroon (Estonian pronunciation: [ˈkroːn], "crown") is related to that of the other Nordic currencies (such as the Swedish krona and the Danish and Norwegian krone). The kroon succeeded the mark in 1928 and was used until 1940. After Estonia regained its independence, the kroon was reintroduced in 1992.
After restoring full independence, in the 1990s, Estonia styled itself as the "gateway between East and West" and aggressively pursued economic reform and reintegration with the West. In 1994, applying the economic theories of Milton Friedman, Estonia became one of the first countries to adopt a flat tax, with a uniform rate of 26% regardless of personal income. This rate has since been reduced several times, e.g., to 24% in 2005, 23% in 2006, and to 21% in 2008. The Government of Estonia finalised the design of Estonian euro coins in late 2004, and adopted the euro as the country's currency on 1 January 2011, later than planned due to continued high inflation. A Land Value Tax is levied which is used to fund local municipalities. It is a state-level tax, but 100% of the revenue is used to fund Local Councils. The rate is set by the Local Council within the limits of 0.1–2.5%. It is one of the most important sources of funding for municipalities. The Land Value Tax is levied on the value of the land only with improvements and buildings not considered. Very few exemptions are considered on the land value tax and even public institutions are subject to the tax. The tax has contributed to a high rate (~90%) of owner-occupied residences within Estonia, compared to a rate of 67.4% in the United States.In 1999, Estonia experienced its worst year economically since it regained independence in 1991, largely because of the impact of the 1998 Russian financial crisis. Estonia joined the WTO in November 1999. With assistance from the European Union, the World Bank and the Nordic Investment Bank, Estonia completed most of its preparations for European Union membership by the end of 2002. Estonia joined the OECD in 2010.
=== Transport ===
The Port of Tallinn, taking into account both cargo and passenger traffic, is one of the largest port enterprises of the Baltic Sea. In 2018, the enterprise was listed in Tallinn Stock Exchange. It was the first time in nearly 20 years in Estonia when a state-owned company went public in Estonia. It was also the 2nd largest IPO in Nasdaq Tallinn in the number of retail investors participating. The Republic of Estonia remains the largest shareholder and holds 67% of the company.Owned by AS Eesti Raudtee, there are many significant railroad connections in Estonia, such as Tallinn–Narva railway, which is 209.6 km (130.2 mi) long main connection to St. Petersburg. The most important highways in Estonia, in other hand, includes Narva Highway (E20), Tartu Highway (E263) and Pärnu Highway (E67).
The Lennart Meri Tallinn Airport in Tallinn is the largest airport in Estonia and serves as a hub for the national airline Nordica, as well as the secondary hub for AirBaltic and LOT Polish Airlines. Total passengers using the airport has increased on average by 14.2% annually since 1998. On 16 November 2012 Tallinn Airport has reached two million passenger landmark for the first time in its history.
=== Resources ===
Although Estonia is in general resource-poor, the land still offers a large variety of smaller resources. The country has large oil shale and limestone deposits. In addition to oil shale and limestone, Estonia also has large reserves of phosphorite, pitchblende, and granite that currently are not mined, or not mined extensively.Significant quantities of rare-earth oxides are found in tailings accumulated from 50 years of uranium ore, shale and loparite mining at Sillamäe. Because of the rising prices of rare earths, extraction of these oxides has become economically viable. The country currently exports around 3000 tonnes per annum, representing around 2% of world production.Estonia had forests that covered 48% of the land. However recent years have seen a substantial increase in logging, and logging occurs not only nationwide in private land, but even in supposedly protected national parks. Estonia needs to cut significantly less forest to retain biodiversity and meet the country's carbon sequestration goal, but it is increasing, and in 2022 the government ministry responsible for forestry, the RMK, reported a record profit of 1.4 billion euros.
=== Industry and environment ===
Food, construction, and electronic industries are currently among the most important branches of Estonia's industry. In 2007, the construction industry employed more than 80,000 people, around 12% of the entire country's workforce. Another important industrial sector is the machinery and chemical industry, which is mainly located in Ida-Viru county and around Tallinn.
The oil shale-based mining industry, also concentrated in East Estonia, produces around 73% of the entire country's electricity. Although the number of pollutants emitted has been falling since the 1980s, the air is still contaminated with sulphur dioxide from the mining industry the Soviet Union rapidly developed in the early 1950s. In some areas, coastal seawater is polluted, mainly around the Sillamäe industrial complex.Estonia is dependent on other countries for energy. In recent years, many local and foreign companies have been investing in renewable energy sources. Wind power has been increasing steadily in Estonia and the total current amount of energy produced from wind is nearly 60 MW; another roughly 399 MW worth of projects are currently being developed and more than 2800 MW being proposed in the Lake Peipus area and coastal areas of Hiiumaa.Currently, there are plans to renovate some older units of the Narva Power Plants, establish new power stations, and provide higher efficiency in oil shale-based energy production. Estonia liberalised 35% of its electricity market in April 2010; the electricity market as whole was to be liberalised by 2013.Together with Lithuania, Poland, and Latvia, the country considered participating in constructing the Visaginas nuclear power plant in Lithuania to replace the Ignalina nuclear plant. However, due to the slow pace of the project and problems with the nuclear sector (like the Fukushima disaster and bad example of Olkiluoto plant), Eesti Energia shifted its main focus to shale oil production, seen as far more profitable.The Estonian electricity network forms a part of the Nord Pool Spot network.Estonia has a strong information technology sector, partly owing to the Tiigrihüpe project undertaken in the mid-1990s, and has been mentioned as the most "wired" and advanced country in Europe in the terms of e-Government of Estonia. The 2014 e-residency program began offering those services to non-residents in Estonia.
Skype was written by Estonia-based developers Ahti Heinla, Priit Kasesalu and Jaan Tallinn, who had also originally developed Kazaa. Other notable startups that originated from Estonia include Bolt, GrabCAD, Fortumo and Wise (formerly known as TransferWise). It has been reported that Estonia has the highest startups per person ratio in the world. As of January 2022, there are 1,291 startups from Estonia, seven of which are unicorns, equalling nearly 1 startup per 1,000 Estonians.
=== Trade ===
Estonia has had a market economy since the end of the 1990s and one of the highest per capita income levels in Eastern Europe. Proximity to the Scandinavian and Finnish markets, its location between the East and West, competitive cost structure and a highly skilled labour force have been the major Estonian comparative advantages in the beginning of the 2000s (decade). As the largest city, Tallinn has emerged as a financial centre and the Tallinn Stock Exchange joined recently with the OMX system. Several cryptocurrency trading platforms are officially recognised by the government, such as CoinMetro. The current government has pursued tight fiscal policies, resulting in balanced budgets and low public debt.
In 2007, however, a large current account deficit and rising inflation put pressure on Estonia's currency, which was pegged to the Euro, highlighting the need for growth in export-generating industries.
Estonia exports mainly machinery and equipment, wood and paper, textiles, food products, furniture, and metals and chemical products. Estonia also exports 1.562 billion kilowatt hours of electricity annually. At the same time Estonia imports machinery and equipment, chemical products, textiles, food products and transportation equipment. Estonia imports 200 million kilowatt hours of electricity annually.Between 2007 and 2013, Estonia received 53.3 billion kroons (3.4 billion euros) from various European Union Structural Funds as direct supports, creating the largest foreign investments into Estonia. Majority of the European Union financial aid will be invested into the following fields: energy economies, entrepreneurship, administrative capability, education, information society, environment protection, regional and local development, research and development activities, healthcare and welfare, transportation and labour market. Main sources of foreign direct investments to Estonia are Sweden and Finland (As of 31 December 2016 48.3%).
== Demographics ==
Before World War II, ethnic Estonians made up 88% of the population, with national minorities constituting the remaining 12%. The largest minority groups in 1934 were Russians, Germans, Swedes, Latvians, Jews, Poles, and Finns.
The share of Baltic Germans in Estonia had fallen from 5.3% (~46,700) in 1881 to 1.3% (16,346) by 1934, mainly due to emigration to Germany in the light of general Russification at the end of the 19th century and the independence of Estonia in the 20th century.
Between 1945 and 1989, the share of ethnic Estonians in the population resident within the currently defined boundaries of Estonia dropped to 61%, caused primarily by the Soviet occupation and programme promoting mass immigration of urban industrial workers from Russia, Ukraine, and Belarus, as well as by wartime emigration and Joseph Stalin's mass deportations and executions. By 1989, minorities constituted more than one-third of the population, as the number of non-Estonians had grown almost fivefold.
At the end of the 1980s, Estonians perceived their demographic change as a national catastrophe. This was a result of the migration policies essential to the Soviet Nationalisation Programme aiming to russify Estonia. In the decade after the reconstitution of independence, large-scale emigration by ethnic Russians and the removal of the Russian military bases in 1994 caused the proportion of ethnic Estonians in Estonia to increase from 61% to 69% in 2006.
Modern Estonia is a fairly ethnically homogeneous country, but this historical homogeneity is a feature of 13 of the country's 15 maakond (counties). The mostly Russian-speaking immigrant population is concentrated in urban areas which administratively belong to two counties. Thus 13 of Estonia's 15 counties are over 80% ethnic Estonian, the most homogeneous being Hiiumaa, where Estonians account for 98.4% of the population. In the counties of Harju (including the capital city Tallinn) and Ida-Viru, however, ethnic Estonians make up 60% and 20% of the population, respectively. The ethnic Russian immigrant minority makes up about 24% of the country's total population now, but accounts for 35% of the population in Harju county and for a near 70% majority in Ida-Viru county.
The Estonian Cultural Autonomy law that was passed in 1925 was unique in Europe at that time. Cultural autonomies could be granted to minorities numbering more than 3,000 people with longstanding ties to the Republic of Estonia. Before the Soviet occupation, the Germans and Jewish minorities managed to elect a cultural council. The Law on Cultural Autonomy for National Minorities was reinstated in 1993. Historically, large parts of Estonia's northwestern coast and islands have been populated by the indigenous ethnic group of rannarootslased ("Coastal Swedes").
In recent years the number of Swedish residents in Estonia has risen again, numbering in 2008 almost 500 people, owing to the property reforms at the beginning of the 1990s. In 2004, the Ingrian Finnish minority in Estonia elected a cultural council and was granted cultural autonomy. The Estonian Swedes minority similarly received cultural autonomy in 2007.
During the Russo-Ukrainian war of 2022, tens of thousands of Ukrainian refugees have arrived in Estonia.
There is also a Roma community in Estonia. Approximately Roma 1,000-1,500 live in Estonia.
=== Society ===
Among post-communist states, Estonia is one of the most Westernised countries and the Estonian society has undergone considerable changes since the country had restored full independence in 1991. Some of the more notable changes have taken effect in the level of stratification and distribution of family income. The Gini coefficient has held steadily higher than the European Union average (31 in 2009), although it has clearly dropped. The registered unemployment rate in January 2021 was 6.9%.Estonia is a multinational country in which over a hundred languages are spoken, according to data from one previous census held in 2000. In 2000, 67.3% of the country's adult population spoke Estonian as their first language whereas over 30% of the population spoke other languages at native level. As of 2 July 2010, 84.1% of Estonian residents are Estonian citizens, 8.6% are citizens of other countries and 7.3% are "citizens with undetermined citizenship". Since 1992, roughly 140,000 people have acquired Estonian citizenship by passing naturalisation exams. Estonia has also accepted quota refugees under the migrant plan agreed upon by EU member states in 2015.Ethnic distribution in Estonia is very homogeneous at a county level; in most counties, over 90% of residents are ethnic Estonians. In contrast, in the capital city Tallinn and the urban areas of Ida-Viru county (which neighbours Russia) ethnic Estonians account for around 60% of the population and the remainder is mostly composed of Russian and Ukrainian immigrants, who mostly arrived in Estonia during the period of Soviet occupation (1944–1991), however now also includes over 62,000 (ca 6% of total population) war refugees from Ukraine who have settled in Estonia in 2022.
The 2008 United Nations Human Rights Council report called "extremely credible" the description of the citizenship policy of Estonia as "discriminatory". According to surveys, only 5% of the Russian community have considered returning to Russia in the near future. Estonian Russians have developed their own identity – more than half of the respondents recognized that Estonian Russians differ noticeably from the Russians in Russia. When compared with results from a 2000 survey, Russians had a more positive attitude toward the future.Estonia was the first former Soviet republic to legalize civil unions for same-sex couples, with a law approved in October 2014. Political disagreements delayed adoption of the necessary implementing legislation, and same-sex couples were not able to sign cohabitation agreements until January 1, 2016.
=== Urbanization ===
Tallinn is the capital and the largest city of Estonia, and lies on the northern coast of Estonia, along the Gulf of Finland. There are 33 cities and several town-parish towns in the country. In total, there are 47 linna, with "linn" in English meaning both "cities" and "towns". More than 70% of the population lives in towns.
=== Religion ===
Estonia has a diverse religious history, but in recent years it has become increasingly secular, with either a plurality or a majority of the population declaring themselves nonreligious in recent censuses, followed by those who identify as religiously "undeclared". The largest minority groups are the various Christian denominations, principally Lutheran and Orthodox Christians, with very small numbers of adherents in non-Christian faiths, namely Judaism, Islam and Buddhism. Other polls suggest the country is broadly split between Christians and the non-religious / religiously undeclared.
Before the Second World War, Estonia was approximately 80% Protestant, overwhelmingly Lutheran, followed by Calvinism and other Protestant branches. Many Estonians profess not to be particularly religious because religion through the 19th century was associated with German feudal rule. There has historically been a small but noticeable minority of Russian Old-believers near the Lake Peipus area in Tartu county.
Today, Estonia's constitution guarantees freedom of religion, separation of church and state, and individual rights to privacy of belief and religion. According to the Dentsu Communication Institute Inc, Estonia is one of the least religious countries in the world, with 75.7% of the population claiming to be irreligious. The Eurobarometer Poll 2005 found that only 16% of Estonians profess a belief in a god, the lowest belief of all countries studied. A 2009 Gallup poll found similar results, with only 16% of Estonians describing religion as "important" in their daily lives, making Estonia the most irreligious of the nations surveyed.
New polls about religiosity in the European Union in 2012 by Eurobarometer found that Christianity is the largest religion in Estonia accounting for 45% of Estonians. Eastern Orthodox are the largest Christian group in Estonia, accounting for 17% of Estonia citizens, while Protestants make up 6%, and Other Christian make up 22%. Non believer/Agnostic account 22%, Atheist accounts for 15%, and undeclared accounts for 15%.The most recent Pew Research Center, found that in 2015, 51% of the population of Estonia declared itself Christian, 45% religiously unaffiliated—a category which includes atheists, agnostics and those who describe their religion as "nothing in particular", while 2% belonged to other faiths. The Christians divided between 25% Eastern Orthodox, 20% Lutherans, 5% other Christians and 1% Catholic. While the religiously unaffiliated divided between 9% as atheists, 1% as agnostics and 35% as Nothing in Particular.Traditionally, the largest religious denomination in the country was Lutheranism, which was adhered to by 160,000 Estonians (or 13% of the population) according to the 2000 census, principally ethnic Estonians. According to the Lutheran World Federation, the historic Lutheran denomination has 180,000 registered members. Other organisations, such as the World Council of Churches, report that there are as many as 265,700 Estonian Lutherans. Additionally, there are between 8,000 and 9,000 members abroad.
However, the 2011 census indicated that Eastern Orthodoxy had surpassed Lutheranism, accounting for 16.5% of the population (176,773 people).
Eastern Orthodoxy is practised chiefly by the Russian minority, as well as by the small Seto minority, a Finnic people living in south-eastern Estonia. The Estonian Orthodox Church, affiliated with the Russian Orthodox Church, is the primary Orthodox denomination. The Estonian Apostolic Orthodox Church, under the Greek-Orthodox Ecumenical Patriarchate, claims another 28,000 members.Catholics are a small minority in Estonia. They are organised under the Latin Apostolic Administration of Estonia and two Greek Catholic parishes.
According to the census of 2000 (data in table to the right), there were about 1,000 adherents of the Taara faith or Maausk in Estonia (see Maavalla Koda). The Jewish community has an estimated population of about 1,900 (see History of the Jews in Estonia), and the Muslim community numbers just over 1,400. Around 68,000 people consider themselves atheists.
=== Languages ===
The official language, Estonian is a Finnic language, and is conventionally classified as a member of the Uralic language family. Estonian is closely related to Finnish and one of the few languages of Europe that is not of Indo-European origin. Unlike Estonian and Finnish, the languages of their nearest geographical neighbouring countries, Swedish, Latvian, and Russian, are all Indo-European languages.
Although the Estonian and Germanic languages are of different origins, one can identify many similar words in Estonian and German. This is primarily because the Estonian language has borrowed nearly one-third of its vocabulary from Germanic languages, mainly from Low Saxon (Middle Low German) during the period of German rule, and High German (including standard German). The percentage of Low Saxon and High German loanwords can be estimated at 22–25 percent, with Low Saxon making up about 15 percent.
South Estonian languages are spoken by 100,000 people and include the dialects of Võro and Seto. The languages are spoken in South-Eastern Estonia, are genealogically distinct from northern Estonian: but are traditionally and officially considered as dialects and "regional forms of the Estonian language", not separate language(s).Russian is the most spoken minority language in the country. There are towns in Estonia with large concentrations of Russian speakers and there are towns where Estonian speakers are in the minority (especially in the northeast, e.g. Narva). Russian is spoken as a secondary language by forty- to seventy-year-old ethnic Estonians, because Russian was the unofficial language of the Estonian SSR from 1944 to 1990 and was taught as a compulsory second language during the Soviet era. In the period between 1990 and 1995, the Russian language was granted an official special status according to Estonian language laws. In 1995 it lost its official status. In 1998, most first- and second-generation industrial immigrants from the former Soviet Union (mainly the Russian SFSR) did not speak Estonian. However, by 2010, 64.1% of non-ethnic Estonians spoke Estonian. The latter, mostly Russian-speaking ethnic minorities, reside predominantly in the capital city of Tallinn and the industrial urban areas in Ida-Viru county.
From the 13th to the 20th century, there were Swedish-speaking communities in Estonia, particularly in the coastal areas and on the islands, which today have almost disappeared.
From 1918 to 1940, when Estonia was independent, the small Swedish community was well treated. Municipalities with a Swedish majority, mainly found along the coast, used Swedish as the administrative language and Swedish-Estonian culture saw an upswing. However, most Swedish-speaking people fled to Sweden before the end of World War II, before the invasion of Estonia by the Soviet army in 1944. Only a handful of older speakers remain.
Apart from many other areas the influence of Swedish is distinct in the Noarootsi Parish of Lääne county where there are many villages with bilingual Estonian or Swedish names and street signs.The most common foreign languages learned by Estonian students are English, Russian, German, and French. Other popular languages include Finnish, Spanish, and Swedish.Lotfitka Romani is spoken by the Roma minority in Estonia.
=== Education and science ===
The history of formal education in Estonia dates back to the 13th and 14th centuries when the first monastic and cathedral schools were founded. The first primer in the Estonian language was published in 1575. The oldest university is the University of Tartu, established by the Swedish King Gustav II Adolf in 1632. In 1919, university courses were first taught in the Estonian language.
Today's education in Estonia is divided into general, vocational, and hobby. The education system is based on four levels: pre-school, basic, secondary, and higher education. A wide network of schools and supporting educational institutions have been established. The Estonian education system consists of state, municipal, public, and private institutions. There are currently 589 schools in Estonia.Estonia started connecting all its schools to the internet very early. Tiigrihüpe (Estonian for Tiger Leap) was a project undertaken by the state to heavily invest in the development and expansion of computer and network infrastructure in Estonia, with a particular emphasis on education.In the 2018 Program for International Student Assessment (PISA) report, Estonia's students rank 1st in Europe. In the world, Estonia's students rank 5th in reading, 8th in mathematics and 4th in sciences. Additionally, around 89% of Estonian adults aged 25–64 have earned the equivalent of a high-school degree, one of the highest rates in the industrialised world.
Academic higher education in Estonia is divided into three levels: bachelor's, master's, and doctoral studies. In some specialties the bachelor's and master's levels are integrated into one unit. Estonian public universities have significantly more autonomy than applied higher education institutions. In addition to organising the academic life of the university, universities can create new curricula, establish admission terms and conditions, approve the budget, approve the development plan, elect the rector, and make restricted decisions in matters concerning assets. Estonia has a moderate number of public and private universities. The largest public universities are the University of Tartu, Tallinn University of Technology, Tallinn University, Estonian University of Life Sciences, Estonian Academy of Arts; the largest private university is Estonian Business School.
The Estonian Academy of Sciences is the national academy of science. The strongest public non-profit research institute that carries out fundamental and applied research is the National Institute of Chemical Physics and Biophysics (NICPB; Estonian KBFI). The first computer centres were established in the late 1950s in Tartu and Tallinn. Estonian specialists contributed in the development of software engineering standards for ministries of the Soviet Union during the 1980s. As of 2015, Estonia spends around 1.5% of its GDP on Research and Development, compared to an EU average of around 2.0%. Estonia was ranked 18th in the Global Innovation Index in 2022.Some of the best-known scientists related to Estonia include astronomers Friedrich Georg Wilhelm von Struve, Ernst Öpik and Jaan Einasto, biologist Karl Ernst von Baer, Jakob von Uexküll, chemists Wilhelm Ostwald and Carl Schmidt, economist Ragnar Nurkse, mathematician Edgar Krahn, medical researchers Ludvig Puusepp and Nikolay Pirogov, physicist Thomas Johann Seebeck, political scientist Rein Taagepera, psychologist Endel Tulving and Risto Näätänen, semiotician Juri Lotman.
According to New Scientist, Estonia will be the first nation to provide personal genetic information service sponsored by the state. They aim to minimise and prevent future ailments for those whose genes make them extra prone to conditions like adult-onset diabetes and cardiovascular diseases. The government plans to provide lifestyle advice based on the DNA for 100,000 of its 1.3 million citizens.
== Culture ==
The culture of Estonia incorporates indigenous heritage, as represented by the Estonian language and the sauna, with mainstream Nordic and European cultural aspects. Because of its history and geography, Estonia's culture has been influenced by the traditions of the adjacent area's various Finnic, Baltic, Slavic and Germanic peoples as well as the cultural developments in the former dominant powers Germany, Sweden and Russia, for this reason it aspires more to be considered a Nordic state.Today, Estonian society encourages liberty and liberalism, with a popular commitment to the ideals of the limited government, discouraging centralised power and corruption. The Protestant work ethic remains a significant cultural staple, and free education is a highly prized institution. As the mainstream culture in the Nordic countries, Estonian culture can be seen to build upon the ascetic environmental realities and traditional livelihoods, a heritage of comparatively widespread egalitarianism out of practical reasons (see: Everyman's right and universal suffrage), and the ideals of closeness to nature and self-sufficiency (see: summer cottage).
The Estonian Academy of Arts (Estonian: Eesti Kunstiakadeemia, EKA) is providing higher education in art, design, architecture, media, art history and conservation while the University of Tartu Viljandi Culture Academy has an approach to popularise native culture through such curricula as native construction, native blacksmithing, native textile design, traditional handicraft and traditional music, but also jazz and church music. In 2010, there were 245 museums in Estonia whose combined collections contain more than 10 million objects.
=== Music ===
The earliest mention of Estonian singing dates back to Saxo Grammaticus Gesta Danorum (c. 1179). Saxo speaks of Estonian warriors who sang at night while waiting for a battle. The older folk songs are also referred to as regilaulud, songs in the traditional regivärss poetic metre shared by all Baltic Finns. Runic singing was widespread among Estonians until the 18th century, when rhythmic folk songs began to replace them.Traditional wind instruments derived from those used by shepherds were once widespread, and are now becoming more commonly played once more. Other instruments, including the fiddle, zither, concertina, and accordion are used to play polka or other dance music. The kannel is a native instrument that is again becoming more popular in Estonia. A Native Music Preserving Centre was opened in 2008 in Viljandi.
The tradition of Estonian Song Festivals (Laulupidu) started at the height of the Estonian national awakening in 1869. Today, it is one of the largest amateur choral events in the world. In 2004, about 100,000 people participated in the Song Festival. Since 1928, the Tallinn Song Festival Grounds (Lauluväljak) have hosted the event every five years in July. The last festival took place in July 2019. In addition, Youth Song Festivals are also held every four or five years, the latest taking place in 2017.Professional Estonian musicians and composers such as Aleksander Eduard Thomson, Rudolf Tobias, Miina Härma, Mart Saar, Artur Kapp, Juhan Aavik, Aleksander Kunileid, Artur Lemba and Heino Eller emerged in the late 19th century. Currently, the most well-known Estonian composers are Arvo Pärt, Eduard Tubin, and Veljo Tormis. In 2014, Arvo Pärt was the world's most performed living composer for the fourth year in a row.In the 1950s, Estonian baritone Georg Ots rose to worldwide prominence. In popular music, Estonian artist Kerli Kõiv has become popular in Europe, also gaining in popularity in North America.Estonia won the Eurovision Song Contest in 2001 with the song "Everybody" performed by Tanel Padar and Dave Benton. In 2002, Estonia hosted the event. Maarja-Liis Ilus competed for Estonia in 1996 and 1997, while Eda-Ines Etti, Koit Toome and Evelin Samuel partly owe their popularity to the song contest. Lenna Kuurmaa gained recognition in Europe performing with her band Vanilla Ninja. "Rändajad" by Urban Symphony was the first song in Estonian to chart in the UK, Belgium and Switzerland.Estonian country guitar player Laur Joamets won a Grammy Award with the country singer Sturgill Simpson in 2017 for the Best Country Record of the year, A Sailor's Guide to Earth.
=== Literature ===
Estonian literature refers to literature written in the Estonian language (ca. 1 million speakers). The domination of Estonia after the Northern Crusades, from the 13th century to 1918 by Germany, Sweden, and Russia, resulted in few early literary works being written in the Estonian language. The oldest records of written Estonian date from the 13th century. Originates Livoniae in the Chronicle of Henry of Livonia contains Estonian place names, words and sentence fragments. The Liber Census Daniae (1241) contains Estonian place and family names. Many folk tales are told to this day and some have been written down and translated to make them accessible to an international readership. ABD ehk Luggemise-Ramat Lastele, an Estonian-language alphabet book by Otto Wilhelm Masing, was published in 1795.The cultural stratum of Estonian was originally characterised by a largely lyrical form of folk poetry based on syllabic quantity. Apart from a few, albeit remarkable, exceptions, this archaic form has not been widely employed in later times. One of the most outstanding achievements in the field is the national epic Kalevipoeg. At a professional level, the traditional folk song reached its new heyday during the last quarter of the 20th century, primarily thanks to the work of composer Veljo Tormis.
Oskar Luts was the most prominent prose writer of early Estonian literature and is still widely read today, particularly his lyrical school novel Kevade (Spring). A. H. Tammsaare's social epic and psychological realist pentalogy, Truth and Justice, captured the evolution of Estonian society from a poor farmer community to an independent nation. In modern times, Jaan Kross and Jaan Kaplinski are Estonia's best-known and most-translated writers. Among the most popular writers of the late 20th and early 21st centuries are Tõnu Õnnepalu and Andrus Kivirähk, who uses elements of Estonian folklore and mythology, deforming them into the absurd and grotesque.
=== Media ===
The cinema of Estonia started in 1908 with the production of a newsreel about Swedish King Gustav V's visit to Tallinn. The first public TV broadcast in Estonia was in July 1955. Regular, live radio broadcasts began in December 1926. Deregulation in the field of electronic media has brought radical changes compared to the beginning of the 1990s. The first licences for private TV broadcasters were issued in 1992. The first private radio station went on the air in 1990.
The most internationally known Estonian films include Those Old Love Letters, The Heart of the Bear, Names in Marble, The Singing Revolution, Autumn Ball, 1944, The Fencer and November. Internationally known Estonian film actors include Lembit Ulfsak, Jaan Tätte, and Elmo Nüganen, who also known as a film director.
Estonian media sector has a large number of weekly newspapers and magazines, and Estonians have a choice of 9 domestic TV channels and a host of radio stations. Estonia has been internationally recognised for its high rate of press freedom, having been ranked 3rd in the 2012 Press Freedom Index by Reporters Without Borders.Estonia has two news agencies. The Baltic News Service (BNS), founded in 1990, is a private regional news agency covering Estonia, Latvia and Lithuania. The ETV24 is an agency owned by Eesti Rahvusringhääling which is a publicly funded radio and television organisation created on 30 June 2007 to take over the functions of the formerly separate Eesti Raadio and Eesti Televisioon under the terms of the Estonian National Broadcasting Act.
==== Freedom of speech ====
According to the rating of the international organization Reporters Without Borders, in 2013, Estonia dropped from 3rd to 11th place in the world in terms of freedom of speech. The American non-governmental organization Freedom House shares a similar opinion about the high level of freedom of speech in Estonia.In March 2011, the European Parliament adopted a resolution expressing serious concern about media pluralism and freedom in several EU countries, including Estonia. In the same month, the Mayor of Tallinn, leader of the Estonian Center Party, and former Estonian Prime Minister, Edgar Savisaar (who signed a cooperation agreement with United Russia and was later on trial for corruption), stated that the Estonian media was less free than in Russia. According to Savisaar, Andrus Ansip, the prime minister of Estonia at that time, consolidated his power, including in the information sphere, much more than Russian President Vladimir Putin. In 2008, the Estonian Journalists' Union named Ansip the main opponent of freedom of speech in Estonia.
=== Architecture ===
The architectural history of Estonia mainly reflects its contemporary development in northern Europe. Worth mentioning is especially the architectural ensemble that makes out the medieval old town of Tallinn, which is on the UNESCO World Heritage List. In addition, the country has several unique, more or less preserved hill forts dating from pre-Christian times, a large number of still intact medieval castles and churches, while the countryside is still shaped by the presence of a vast number of wooden manor houses from earlier centuries.
=== Holidays ===
The Estonian National Day is the Independence Day celebrated on 24 February, the day the Estonian Declaration of Independence was issued. As of 2013, there are 12 public holidays (which come with a day off) and 12 national holidays celebrated annually.
=== Cuisine ===
Historically, the cuisine of Estonia has been dependent on seasons and the simple food from the local farms and the sea. Today, it also includes many "global" foods. The most typical foods in modern Estonia are black bread, pork, potatoes, and dairy products. Traditionally in summer and spring, Estonians like to eat everything fresh – berries, herbs, vegetables, and everything else that comes straight from the garden. Hunting and fishing have also been very common, although currently hunting and fishing are enjoyed mostly as hobbies. Today, it is also very popular to grill outside in summer.
A cardamom-spiced bread roll with almond paste vastlakukkel is a traditional Estonian sweet roll, especially popular from Christmas to Easter.Traditionally in winter, jams, preserves, and pickles are brought to the table. Gathering and preserving fruits, mushrooms, and vegetables for winter has always been popular, but today gathering and preserving is becoming less common because everything can be bought from stores. However, preparing food for winter is still very popular in the countryside.
=== Sports ===
Estonia first competed as an independent nation at the 1920 Summer Olympics. Estonian athletes took part in the 1952–1988 Olympic Games under the Soviet flag, as the country had been occupied and annexed by the Soviet Union in 1940. The 1980 Summer Olympics Sailing regatta was held in the capital city Tallinn. After regaining independence in 1991, Estonia has participated in all Olympics. Estonia has won most of its medals in athletics, weightlifting, wrestling, and cross-country skiing. Estonia has been one of the most successful nations at the Olympics in terms of medals won per capita. Estonia's best results were being ranked 13th in the total medals' table at the 1936 Summer Olympics, and 12th at the 2006 Winter Olympics.
Estonia has many indoor and outdoor facilities dedicated to various sports branches.Kiiking, a relatively new sport, was invented in 1993 by Ado Kosk in Estonia. Kiiking involves a modified swing in which the rider of the swing tries to go around 360 degrees.
== See also ==
Outline of Estonia
Index of Estonia-related articles
== Notes ==
== References ==
== Further reading ==
== External links ==
=== Government ===
The President of Estonia
The Parliament of Estonia
Estonian Government
Estonian Ministry of Foreign Affairs
Statistical Office of Estonia
Chief of State and Cabinet Members Archived 20 February 2019 at the Wayback Machine
=== Travel ===
Official gateway to Estonia Archived 4 August 2010 at the Wayback Machine
E-Estonia Portal
VisitEstonia Portal
Estonia travel guide from Wikivoyage
=== Maps ===
google.com map of Estonia
Geographic data related to Estonia at OpenStreetMap
=== General information ===
Encyclopedia Estonica Archived 13 April 2010 at the Wayback Machine
Estonian Institute
Estonia. The World Factbook. Central Intelligence Agency.
BBC News – Estonia country profile
Estonia at UCB Libraries GovPubs
Estonia at Curlie
Wikimedia Atlas of Estonia
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Saint Petersburg
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Saint Petersburg, formerly known as Petrograd (1914–1924) and later Leningrad (1924–1991; see below), is the second-largest city in Russia after Moscow. It is situated on the Neva River, at the head of the Gulf of Finland on the Baltic Sea. The city had a population of roughly 5.6 million residents as of 2021. Saint Petersburg is the fourth-most populous city in Europe, the most populous city on the Baltic Sea, and the world's northernmost city of more than 1 million residents. As Russia's Imperial capital, and a historically strategic port, it is governed as a federal city.
The city was founded by Tsar Peter the Great on 27 May 1703 on the site of a captured Swedish fortress, and was named after apostle Saint Peter. In Russia, Saint Petersburg is historically and culturally associated with the birth of the Russian Empire and Russia's entry into modern history as a European great power. It served as a capital of the Tsardom of Russia, and the subsequent Russian Empire, from 1713 to 1918 (being replaced by Moscow for a short period of time between 1728 and 1730). After the October Revolution in 1917, the Bolsheviks moved their government to Moscow. The city was renamed Leningrad after Lenin's death in 1924. In 1991, during a wave of De-Leninization following the dissolution of the USSR, the city was restored to its original appellation through a city-wide referendum.
As Russia's cultural centre, Saint Petersburg received over 15 million tourists in 2018. It is considered an important economic, scientific, and tourism centre of Russia and Europe. In modern times, the city has the nickname of being "the Northern Capital of Russia" and is home to notable federal government bodies such as the Constitutional Court of Russia and the Heraldic Council of the President of the Russian Federation. It is also a seat for the National Library of Russia and a planned location for the Supreme Court of Russia, as well as the home to the headquarters of the Russian Navy, and the Western Military District of the Russian Armed Forces. The Historic Centre of Saint Petersburg and Related Groups of Monuments constitute a UNESCO World Heritage Site. Saint Petersburg is home to the Hermitage, one of the largest art museums in the world, the Lakhta Center, the tallest skyscraper in Europe, and was one of the host cities of the 2018 FIFA World Cup and the UEFA Euro 2020.
== Toponymy ==
The name day of Peter I falls on 29 June, when the Russian Orthodox Church observes the memory of apostles Peter and Paul. The consecration of the small wooden church in their names (its construction began at the same time as the citadel) made them the heavenly patrons of the Peter and Paul Fortress, while Saint Peter at the same time became the eponym of the whole city. When in June 1703 Peter the Great gave the site a new name after Saint Peter, he did not issue a naming act that established an official spelling; even in his own letters he used diverse spellings, such as Санктьпетерсьбурк (Sanktpetersburk), emulating German Sankt Petersburg, and Сантпитербурх (Santpiterburkh), emulating Dutch Sint-Pietersburgh, as Peter was multilingual and a Hollandophile. The name was later normalized and russified to Санкт-Петербург.A proponent of westernising Russia, Peter the Great, the then Tsar, who established the city, originally named it Sankt-Pieter-Burch (Сан(к)т-Питер-Бурхъ) in Dutch manner and later its spelling was standardised as Sankt-Peterburg (Санкт-Петербургъ) under German influence.A former spelling of the city's name in English was Saint Petersburgh, under the influence of burgh. This spelling survives in the name of a street in the Bayswater district of London, near St Sophia's Cathedral, named after a visit by the Tsar to London in 1814.A 14- to 15-letter-long name, composed of the three roots, proved too cumbersome, and many shortened versions were used. The first General Governor of the city Menshikov is maybe also the author of the first nickname of Petersburg which he called Петри (Petri). It took some years until the known Russian spelling of this name finally settled. In 1740s Mikhail Lomonosov uses a derivative of Greek: Πετρόπολις (Петрополис, Petropolis) in a Russified form Petropol' (Петрополь). A combo Piterpol (Питерпол) also appears at this time. In any case, eventually the usage of prefix "Sankt-" ceased except for the formal official documents, where a three-letter abbreviation "СПб" (SPb) was very widely used as well.
In the 1830s Alexander Pushkin translated the "foreign" city name of "Saint Petersburg" to the more Russian Petrograd (Russian: Петроград, IPA: [pʲɪtrɐˈgrat]) in one of his poems. However, it was only on 31 August [O.S. 18 August] 1914, after the war with Germany had begun, that Tsar Nicholas II renamed the city Petrograd in order to expunge the German words Sankt and Burg. Since the prefix "Saint" was omitted, this act also changed the eponym and the "patron" of the city from Saint Peter to Peter the Great, its founder. On 26 January 1924, shortly after the death of Vladimir Lenin, it was renamed to Leningrad (Russian: Ленинград, IPA: [lʲɪnʲɪnˈgrat]), meaning 'Lenin's City'. On 6 September 1991, the original name, Sankt-Peterburg, was returned by citywide referendum. Today, in English the city is known as Saint Petersburg. Local residents often refer to the city by its shortened nickname, Piter (Russian: Питер, IPA: [ˈpʲitʲɪr]).
After the October Revolution the name Red Petrograd (Красный Петроград, Krasny Petrograd) was often used in newspapers and other prints until the city was renamed Leningrad in January 1924.
A referendum on restoring the historic name was held on 12 June 1991, with 55% of voters supporting "Saint Petersburg" and 43% supporting "Leningrad". The turnout was 65%. Renaming the city Petrograd was not an option. This change officially took effect on 6 September 1991. Meanwhile, the oblast whose administrative center is also in Saint Petersburg is still named Leningrad.
Having passed the role of capital to Petersburg, Moscow never relinquished the title of "capital", being called pervoprestolnaya ('first-throned') for 200 years. An equivalent name for Petersburg, the "Northern Capital", has re-entered usage today since several federal institutions were recently moved from Moscow to Saint Petersburg. Solemn descriptive names like "the city of three revolutions" and "the cradle of the October revolution" used in the Soviet era are reminders of the pivotal events in national history that occurred here. Petropolis is a translation of a city name to Greek, and is also a kind of descriptive name: Πέτρ- is a Greek root for 'stone', so the "city from stone" emphasizes the material that had been forcibly made obligatory for construction from the first years of the city (the proper Greek translation is Αγία Πετρούπολη, Agia Petroupoli).Saint Petersburg has been traditionally called the "Window to Europe" and the "Window to the West" by the Russians. The city is the northernmost metropolis in the world, and is also often described as the "Venice of the North" or the "Russian Venice" due to its many water corridors, as the city is built on swamp and water. Furthermore, it has strongly Western European-inspired architecture and culture, which is combined with the city's Russian heritage. Another nickname of Saint Petersburg is "The City of the White Nights" because of a natural phenomenon which arises due to the closeness to the polar region and ensures that in summer the night skies of the city do not get completely dark for a month. The city is also often called the "Northern Palmyra", due to its extravagant architecture.
== History ==
=== Imperial era (1703–1917) ===
Swedish colonists built Nyenskans, a fortress at the mouth of the Neva River in 1611, which was later called Ingermanland. This area was inhabited by a Finnic tribe of Ingrians. The small town of Nyen grew up around the fort.
At the end of the 17th century, Peter the Great, who was interested in seafaring and maritime affairs, wanted Russia to gain a seaport to trade with the rest of Europe. He needed a better seaport than the country's main one at the time, Arkhangelsk, which was on the White Sea in the far north and closed to shipping during the winter.
On 12 May [O.S. 1 May] 1703, during the Great Northern War, Peter the Great captured Nyenskans and soon replaced the fortress. On 27 May [O.S. 16 May] 1703, closer to the estuary (5 km (3 mi) inland from the gulf), on Zayachy (Hare) Island, he laid down the Peter and Paul Fortress, which became the first brick and stone building of the new city.The city was built by conscripted peasants from all over Russia; in some years several Swedish prisoners of war were also involved under the supervision of Alexander Menshikov. Tens of thousands of serfs died while building the city. Later, the city became the centre of the Saint Petersburg Governorate. Peter moved the capital from Moscow to Saint Petersburg in 1712, 9 years before the Treaty of Nystad of 1721 ended the war. He referred to Saint Petersburg as the capital (or seat of government) as early as 1704. While the city was being built, Peter lived in a three-room log cabin with his wife Catherine and their children.
During its first few years, the city developed around Trinity Square on the right bank of the Neva, near the Peter and Paul Fortress. However, Saint Petersburg soon started to be built out according to a plan. By 1716 the Swiss Italian Domenico Trezzini had elaborated a project whereby the city centre would be on Vasilyevsky Island and shaped by a rectangular grid of canals. The project was not completed but is evident in the layout of the streets. In 1716, Peter the Great appointed Frenchman Jean-Baptiste Alexandre Le Blond as the chief architect of Saint Petersburg.The style of Petrine Baroque, developed by Trezzini and other architects and exemplified by such buildings as the Menshikov Palace, Kunstkamera, Peter and Paul Cathedral, Twelve Collegia, became prominent in the city architecture of the early 18th century. In 1724 the Academy of Sciences, University and Academic Gymnasium were established in Saint Petersburg by Peter the Great.
In 1725, Peter died at age fifty-two. His endeavors to modernize Russia had been opposed by the Russian nobility. There were several attempts on his life and a treason case involving his son. In 1728, Peter II of Russia moved his seat back to Moscow. But four years later, in 1732, under Empress Anna of Russia, Saint Petersburg was again designated as the capital of the Russian Empire. It remained the seat of the Romanov dynasty and the Imperial Court of the Russian tsars, as well as the seat of the Russian government, for another 186 years until the communist revolution of 1917.
In 1736–1737 the city suffered from catastrophic fires. To rebuild the damaged boroughs, a committee under Burkhard Christoph von Münnich commissioned a new plan in 1737. The city was divided into five boroughs, and the city centre was moved to the Admiralty borough, on the east bank between the Neva and Fontanka.
It developed along three radial streets, which meet at the Admiralty building and are now known as Nevsky Prospect (which is considered the main street of the city), Gorokhovaya Street and Voznesensky Avenue. Baroque architecture became dominant in the city during the first sixty years, culminating in the Elizabethan Baroque, represented most notably by Italian Bartolomeo Rastrelli with such buildings as the Winter Palace. In the 1760s, Baroque architecture was succeeded by neoclassical architecture.
Established in 1762, the Commission of Stone Buildings of Moscow and Saint Petersburg ruled that no structure in the city could be higher than the Winter Palace and prohibited spacing between buildings. During the reign of Catherine the Great in the 1760s–1780s, the banks of the Neva were lined with granite embankments.
However, it was not until 1850 that the first permanent bridge across the Neva, Annunciation Bridge, was allowed to open. Before that, only pontoon bridges were allowed. Obvodny Canal (dug in 1769–1833) became the southern limit of the city.
The most prominent neoclassical and Empire-style architects in Saint Petersburg included:
Jean-Baptiste Vallin de la Mothe (Imperial Academy of Arts, Small Hermitage, Gostiny Dvor, New Holland Arch, Catholic Church of St. Catherine)
Antonio Rinaldi (Marble Palace)
Yury Felten (Old Hermitage, Chesme Church)
Giacomo Quarenghi (Academy of Sciences, Hermitage Theatre, Yusupov Palace)
Andrey Voronikhin (Mining Institute, Kazan Cathedral)
Andreyan Zakharov (Admiralty building)
Jean-François Thomas de Thomon (Spit of Vasilievsky Island)
Carlo Rossi (Yelagin Palace, Mikhailovsky Palace, Alexandrine Theatre, Senate and Synod Buildings, General staff Building, design of many streets and squares)
Vasily Stasov (Moscow Triumphal Gate, Trinity Cathedral)
Auguste de Montferrand (Saint Isaac's Cathedral, Alexander Column)In 1810, Alexander I established the first engineering higher education, the Saint Petersburg Main military engineering School in Saint Petersburg. Many monuments commemorate the Russian victory over Napoleonic France in the Patriotic War of 1812, including the Alexander Column by Montferrand, erected in 1834, and the Narva Triumphal Arch.
In 1825, the suppressed Decembrist revolt against Nicholas I took place on the Senate Square in the city, a day after Nicholas assumed the throne.
By the 1840s, neoclassical architecture had given way to various romanticist styles, which dominated until the 1890s, represented by such architects as Andrei Stackenschneider (Mariinsky Palace, Beloselsky-Belozersky Palace, Nicholas Palace, New Michael Palace) and Konstantin Thon (Moskovsky railway station).
With the emancipation of the serfs undertaken by Alexander II in 1861 and an Industrial Revolution, the influx of former peasants into the capital increased greatly. Poor boroughs spontaneously developed on the outskirts of the city. Saint Petersburg surpassed Moscow in population and industrial growth; it became one of the largest industrial cities in Europe, with a major naval base (in Kronstadt), the Neva River, and a seaport on the Baltic.
The names of Saints Peter and Paul, bestowed upon the original city's citadel and its cathedral (from 1725—a burial vault of Russian emperors) coincidentally were the names of the first two assassinated Russian emperors, Peter III (1762, supposedly killed in a conspiracy led by his wife, Catherine the Great) and Paul I (1801, Nikolay Alexandrovich Zubov and other conspirators who brought to power Alexander I, the son of their victim). The third emperor's assassination took place in Saint Petersburg in 1881 when Alexander II was murdered by terrorists (see the Church of the Savior on Blood).
The Revolution of 1905 began in Saint Petersburg and spread rapidly into the provinces.
On 1 September 1914, after the outbreak of World War I, the Imperial government renamed the city Petrograd, meaning "Peter's City", to remove the German words Sankt and Burg.
=== Revolution and Soviet era (1917–1941) ===
In March 1917, during the February Revolution Nicholas II abdicated for himself and on behalf of his son, ending the Russian monarchy and over three hundred years of Romanov dynastic rule.
On 7 November [O.S. 25 October] 1917, the Bolsheviks, led by Vladimir Lenin, stormed the Winter Palace in an event known thereafter as the October Revolution, which led to the end of the social-democratic provisional government, the transfer of all political power to the Soviets, and the rise of the Communist Party. After that the city acquired a new descriptive name, "the city of three revolutions", referring to the three major developments in the political history of Russia of the early 20th century.
In September and October 1917, German troops invaded the West Estonian archipelago and threatened Petrograd with bombardment and invasion. On 12 March 1918, Lenin transferred the government of Soviet Russia to Moscow, to keep it away from the state border. During the Russian Civil War, in mid-1919 Russian anti-communist forces with the help of Estonians attempted to capture the city, but Leon Trotsky mobilized the army and forced them to retreat back to Estonia.
On 26 January 1924, five days after Lenin's death, Petrograd was renamed Leningrad. Later many streets and other toponyms were renamed accordingly, with names in honour of communist figures replacing historic names given centuries before. The city has over 230 places associated with the life and activities of Lenin. Some of them were turned into museums, including the cruiser Aurora—a symbol of the October Revolution and the oldest ship in the Russian Navy.
In the 1920s and 1930s, the poor outskirts were reconstructed into regularly planned boroughs. Constructivist architecture flourished around that time. Housing became a government-provided amenity; many "bourgeois" apartments were so large that numerous families were assigned to what were called "communal" apartments (kommunalkas). By the 1930s, 68% of the population lived in such housing under very poor conditions. In 1935, a new general plan was outlined, whereby the city should expand to the south. Constructivism was rejected in favour of a more pompous Stalinist architecture. Moving the city centre further from the border with Finland, Stalin adopted a plan to build a new city hall with a huge adjacent square at the southern end of Moskovsky Prospekt, designated as the new main street of Leningrad. After the Winter (Soviet-Finnish) war in 1939–1940, the Soviet–Finnish border moved northwards. Nevsky Prospekt with Palace Square maintained the functions and the role of a city centre.
In December 1931, Leningrad was administratively separated from Leningrad Oblast. At that time it included the Leningrad Suburban District, some parts of which were transferred back to Leningrad Oblast in 1936 and turned into Vsevolozhsky District, Krasnoselsky District, Pargolovsky District and Slutsky District (renamed Pavlovsky District in 1944).
During the Soviet era, many historic architectural monuments of the previous centuries were destroyed by the new regime for ideological reasons. While that mainly concerned churches and cathedrals, some other buildings were also demolished.On 1 December 1934, Sergey Kirov, the Bolshevik leader of Leningrad, was assassinated under suspicious circumstances, which became the pretext for the Great Purge. In Leningrad, approximately 40,000 were executed during Stalin's purges.
=== World War II (1941–1945) ===
During World War II, German forces besieged Leningrad following the Axis invasion of the Soviet Union in June 1941. The siege lasted 872 days, or almost two and a half years, from 8 September 1941 to 27 January 1944.The Siege of Leningrad proved one of the longest, most destructive, and most lethal sieges of a major city in modern history. It isolated the city from food supplies except those provided through the Road of Life across Lake Ladoga, which could not make it through until the lake froze. More than one million civilians were killed, mainly from starvation. There were incidents of cannibalism, with around 2,000 residents arrested for eating other people. Many others escaped or were evacuated, so the city became largely depopulated.
On 1 May 1945 Joseph Stalin, in his Supreme Commander Order No. 20, named Leningrad, alongside Stalingrad, Sevastopol, and Odesa, hero cities of the war. A law acknowledging the honorary title of "Hero City" passed on 8 May 1965 (the 20th anniversary of the victory in the Great Patriotic War), during the Brezhnev era. The Presidium of the Supreme Soviet of the USSR awarded Leningrad as a Hero City the Order of Lenin and the Gold Star medal "for the heroic resistance of the city and tenacity of the survivors of the Siege". The Hero-City Obelisk bearing the Gold Star sign was installed in April 1985.
=== Post-war Soviet era (1945–1991) ===
In October 1946 some territories along the northern coast of the Gulf of Finland, which had been annexed into the USSR from Finland in 1940 under the peace treaty following the Winter War, were transferred from Leningrad Oblast to Leningrad and divided into Sestroretsky District and Kurortny District. These included the town of Terijoki (renamed Zelenogorsk in 1948). Leningrad and many of its suburbs were rebuilt over the post-war decades, partially according to pre-war plans. The 1948 general plan for Leningrad featured radial urban development in the north as well as in the south. In 1953, Pavlovsky District in Leningrad Oblast was abolished, and parts of its territory, including Pavlovsk, merged with Leningrad. In 1954, the settlements Levashovo, Pargolovo and Pesochny merged with Leningrad.
Leningrad gave its name to the Leningrad Affair (1949–1952), a notable event in the postwar political struggle in the USSR. It was a product of rivalry between Stalin's potential successors where one side was represented by the leaders of the city Communist Party organization—the second most significant one in the country after Moscow. The entire elite leadership of Leningrad was destroyed, including the former mayor Kuznetsov, the acting mayor Pyotr Sergeevich Popkov, and all their deputies; overall 23 leaders were sentenced to the death penalty, 181 to prison or exile (rehabilitated in 1954). About 2,000 ranking officials across the USSR were expelled from the party and the Komsomol and removed from leadership positions.The Leningrad Metro underground rapid transit system, designed before the war, opened in 1955 with its first eight stations decorated with marble and bronze. However, after Stalin's death in 1953, the perceived ornamental excesses of the Stalinist architecture were abandoned. From the 1960s to the 1980s many new residential boroughs were built on the outskirts; while the functionalist apartment blocks were nearly identical to each other, many families moved there from kommunalkas in the city centre to live in separate apartments.
=== Contemporary era (1991–present) ===
On 12 June 1991, simultaneously with the first Russian SFSR presidential elections, the city authorities arranged for the mayoral elections and a referendum upon the city's name, when the original name Saint Petersburg was restored. The turnout was 65%; 66.13% of the total count of votes went to Anatoly Sobchak, who became the first directly elected mayor of the city.
Meanwhile, economic conditions started to deteriorate as the country tried to adapt to major changes. For the first time since the 1940s, food rationing was introduced, and the city received humanitarian food aid from abroad. This dramatic time was depicted in photographic series of Russian photographer Alexey Titarenko. Economic conditions began to improve only at the beginning of the 21st century. In 1995, a northern section of the Kirovsko-Vyborgskaya Line of the Saint Petersburg Metro was cut off by underground flooding, creating a major obstacle to the city development for almost ten years. On 13 June 1996, Saint Petersburg, alongside Leningrad Oblast and Tver Oblast, signed a power-sharing agreement with the federal government, granting it autonomy. This agreement was abolished on 4 April 2002.In 1996, Vladimir Yakovlev defeated Anatoly Sobchak in the elections for the head of the city administration. The title of the city head was changed from "mayor" to "governor". In 2000, Yakovlev won re-election. His second term expired in 2004; the long-awaited restoration of the broken subway connection was expected to finish by that time. But in 2003 Yakovlev suddenly resigned, leaving the governor's office to Valentina Matviyenko.
The law on election of the City Governor was changed, breaking the tradition of democratic election by universal suffrage that started in 1991. In 2006, the city legislature re-approved Matviyenko as governor. Residential building had intensified again; real-estate prices inflated greatly, which caused many new problems for the preservation of the historical part of the city.
Although the central part of the city has a UNESCO designation (there are about 8,000 architectural monuments in Petersburg), the preservation of its historical and architectural environment became controversial. After 2005, the demolition of older buildings in the historical centre was permitted. In 2006, Gazprom announced an ambitious project to erect a 403 m (1,322 ft) skyscraper (the Okhta Center) opposite to Smolny, which could result in the loss of the unique line of Petersburg landscape. Urgent protests by citizens and prominent public figures of Russia against this project were not considered by Governor Valentina Matviyenko and the city authorities until December 2010, when after the statement of President Dmitry Medvedev, the city decided to find a more appropriate location for this project. In the same year, the new location for the project was relocated to Lakhta, a historical area northwest of the city centre, and the new project would be named Lakhta Center. Construction was approved by Gazprom and the city administration and commenced in 2012. The 462 m (1,516 ft) high Lakhta Center has become the first tallest skyscraper in Russia and Europe outside of Moscow.
== Geography ==
The area of Saint Petersburg city proper is 605.8 km2 (233.9 square miles). The area of the federal subject is 1,439 km2 (556 sq mi), which contains Saint Petersburg proper (consisting of eighty-one municipal okrugs), nine municipal towns – (Kolpino, Krasnoye Selo, Kronstadt, Lomonosov, Pavlovsk, Petergof, Pushkin, Sestroretsk, Zelenogorsk) – and twenty-one municipal settlements.
Petersburg is on the middle taiga lowlands along the shores of the Neva Bay of the Gulf of Finland, and islands of the river delta. The largest are Vasilyevsky Island (besides the artificial island between Obvodny canal and Fontanka, and Kotlin in the Neva Bay), Petrogradsky, Dekabristov and Krestovsky. The latter together with Yelagin and Kamenny Island are covered mostly by parks. The Karelian Isthmus, North of the city, is a popular resort area. In the south, Saint Petersburg crosses the Baltic-Ladoga Klint and meets the Izhora Plateau.
The elevation of Saint Petersburg ranges from the sea level to its highest point of 175.9 m (577 ft) at the Orekhovaya Hill in the Duderhof Heights in the south. Part of the city's territory west of Liteyny Prospekt is no higher than 4 m (13 ft) above sea level, and has suffered from numerous floods. Floods in Saint Petersburg are triggered by a long wave in the Baltic Sea, caused by meteorological conditions, winds and shallowness of the Neva Bay. The five most disastrous floods occurred in 1824 (4.21 m or 13 ft 10 in above sea level, during which over 300 buildings were destroyed); 1924 (3.8 m, 12 ft 6 in); 1777 (3.21 m, 10 ft 6 in); 1955 (2.93 m, 9 ft 7 in); and 1975 (2.81 m, 9 ft 3 in). To prevent floods, the Saint Petersburg Dam has been constructed.Since the 18th century, the city's terrain has been raised artificially, at some places by more than 4 m (13 ft), making mergers of several islands, and changing the hydrology of the city. Besides the Neva and its tributaries, other important rivers of the federal subject of Saint Petersburg are Sestra, Okhta and Izhora. The largest lake is Sestroretsky Razliv in the north, followed by Lakhtinsky Razliv, Suzdal Lakes, and other smaller lakes.
Due to its northerly location at c. 60° N latitude the day length in Petersburg varies across seasons, ranging from 5 hours 53 minutes to 18 hours 50 minutes. A period from mid-May to mid-July during which twilight may last all night is called the white nights.
Saint Petersburg is about 165 km (103 miles) from the border with Finland, connected to it via the M10 highway (E18), along which there is also a connection to the historic city of Vyborg.
=== Climate ===
Under the Köppen climate classification, Saint Petersburg is classified as Dfb, a humid continental climate. The distinct moderating influence of Baltic Sea cyclones results in warm, humid, and short summers and long, moderately cold wet winters. The climate of Saint Petersburg is close to that of Helsinki, although colder in winter and warmer in summer because of its more eastern location.
The average maximum temperature in July is 23 °C (73 °F), and the average minimum temperature in February is −8.5 °C (16.7 °F); an extreme temperature of 37.1 °C (98.8 °F) occurred during the 2010 Northern Hemisphere summer heat wave. A winter minimum of −35.9 °C (−32.6 °F) was recorded in 1883. The average annual temperature is 5.8 °C (42.4 °F). The Neva River within the city limits usually freezes up in November–December and break-up occurs in April. From December to March there are 118 days on average with snow cover, which reaches an average snow depth of 19 cm (7.5 in) by February. The frost-free period in the city lasts on average for about 135 days. Despite St. Petersburg's northern location, its winters are warmer than Moscow's due to the Gulf of Finland and some Gulf Stream influence from Scandinavian winds that can bring temperature slightly above freezing. The city also has a slightly warmer climate than its suburbs. Weather conditions are quite variable all year round.Average annual precipitation varies across the city, averaging 660 mm (26 in) per year and reaching maximum in late summer. Due to the cool climate, soil moisture is almost always high because of lower evapotranspiration. Air humidity is 78% on average, and there are, on average, 165 overcast days per year.
== Demographics ==
Saint Petersburg is the second largest city in Russia. As of the 2021 Census, the federal subject's population is 5,601,911 or 3.9% of the total population of Russia; up from 4,879,566 (3.4%) recorded in the 2010 Census, and up from 5,023,506 recorded in the 1989 Census.
Vital statistics for 2022:
Births: 50,663 (9.4 per 1,000)
Deaths: 65,137 (12.1 per 1,000)Total fertility rate (2022):
1.28 children per woman
Life expectancy (2021):
Total — 72.51 years (male — 68.23, female — 76.30)
Ethnic composition of Saint Petersburg
During the 20th century, the city experienced dramatic population changes. From 2.4 million residents in 1916, its population dropped to less than 740,000 by 1920 during the Russian Revolution of 1917 and Russian Civil War. The minorities of Germans, Poles, Finns, Estonians and Latvians were almost completely transferred from Leningrad during the 1930s. From 1941 to the end of 1943, population dropped from 3 million to less than 600,000, as people died in battles, starved to death or were evacuated during the Siege of Leningrad. Some evacuees returned after the siege, but most influx was due to migration from other parts of the Soviet Union. The city absorbed about 3 million people in the 1950s and grew to over 5 million in the 1980s. From 1991 to 2006 the city's population decreased to 4.6 million, while the suburban population increased due to privatization of land and massive move to suburbs. Based on the 2010 census results the population is over 4.8 million. For the first half of 2007, the birth rate was 9.1 per 1000 and remained lower than the death rate (until 2012); people over 65 constitute more than twenty percent of the population; and the median age is about 40 years. Since 2012 the birth rate became higher than the death rate. But in 2020 the COVID-19 pandemic caused a drop in birth rate, and the city population decreased to 5,395,000 people.
=== Religion ===
According to various opinion polls, more than half of the residents of Saint Petersburg "believe in God" (up to 67% according to VTsIOM data for 2002).
Among the believers, the overwhelming majority of the residents of the city are Orthodox (57.5%), followed by small minority communities of Muslims (0.7%), Protestants (0.6%), and Catholics (0.5%), and Buddhists (0.1%).In total, roughly 59% of the population of the city is Christian, of which over 90% are Orthodox. Non-Abrahamic religions and other faiths are represented by only 1.2% of the total population.
There are 268 communities of confessions and religious associations in the city: the Russian Orthodox Church (130 associations), Pentecostalism (23 associations), the Lutheranism (19 associations), Baptism (13 associations), as well as Old Believers, Roman Catholic Church, Armenian Apostolic Church, Georgian Orthodox Church, Seventh-day Adventist Church, Judaism, Buddhist, Muslim, Bahá'í and others.229 religious buildings in the city are owned or run by religious associations. Among them are architectural monuments of federal significance. The oldest cathedral in the city is the Peter and Paul Cathedral, built between 1712 and 1733, and the largest is the Kazan Cathedral, completed in 1811.
== Government ==
Saint Petersburg is a federal subject of Russia (a federal city). The political life of Saint Petersburg is regulated by the Charter of Saint Petersburg adopted by the city legislature in 1998. The superior executive body is the Saint Petersburg City Administration, led by the city governor (mayor before 1996). Saint Petersburg has a single-chamber legislature, the Saint Petersburg Legislative Assembly, which is the city's regional parliament.
According to the federal law passed in 2004, heads of federal subjects, including the governor of Saint Petersburg, were nominated by the President of Russia and approved by local legislatures. Should the legislature disapprove the nominee, the President could dissolve it. The former governor, Valentina Matviyenko, was approved according to the new system in December 2006. She was the only woman governor in the whole of Russia until her resignation on 22 August 2011. Matviyenko stood for elections as member of the Regional Council of Saint Petersburg and won comprehensively with allegations of rigging and ballot stuffing by the opposition. Russian President Dmitry Medvedev has already backed her for the position of Speaker to the Federation Council of the Federal Assembly of the Russian Federation and her election qualifies her for that job. After her resignation, Georgy Poltavchenko was appointed as the new acting governor the same day. In 2012, following passage of a new federal law, restoring direct elections of heads of federal subjects, the city charter was again amended to provide for direct elections of governor. On 3 October 2018, Poltavchenko resigned, and Alexander Beglov was appointed acting governor.Saint Petersburg is also the unofficial but de facto administrative centre of Leningrad Oblast, and of the Northwestern Federal District. The Constitutional Court of Russia moved to Saint Petersburg from Moscow in May 2008.
Saint Petersburg and Leningrad Oblast, being two different federal subjects, share a number of local departments of federal executive agencies and courts, such as court of arbitration, police, FSB, postal service, drug enforcement administration, penitentiary service, federal registration service, and other federal services.
=== Administrative divisions ===
== Economy ==
Saint Petersburg is a major trade gateway, serving as the financial and industrial centre of Russia, with specializations in oil and gas trade; shipbuilding yards; aerospace industry; technology, including radio, electronics, software, and computers; machine building, heavy machinery and transport, including tanks and other military equipment; mining; instrument manufacture; ferrous and nonferrous metallurgy (production of aluminium alloys); chemicals, pharmaceuticals, and medical equipment; publishing and printing; food and catering; wholesale and retail; textile and apparel industries; and many other businesses. It was also home to Lessner, one of Russia's two pioneering automobile manufacturers (along with Russo-Baltic); it was founded by machine tool and boilermaker G.A. Lessner in 1904, with designs by Boris Loutsky, and it survived until 1910.
Ten per cent of the world's power turbines are made there at the LMZ, which built over two thousand turbines for power plants across the world. Major local industries are Admiralty Shipyard, Baltic Shipyard, LOMO, Kirov Plant, Elektrosila, Izhorskiye Zavody; also registered in Saint Petersburg are Sovkomflot, Petersburg Fuel Company and SIBUR among other major Russian and international companies.
The Port of Saint Petersburg has three large cargo terminals, Bolshoi Port Saint Petersburg, Kronstadt, and Lomonosov terminal. International cruise liners have been served at the passenger port at Morskoy Vokzal on the south-west of Vasilyevsky Island. In 2008 the first two berths opened at the New Passenger Port on the west of the island. The new passenger terminal is part of the city's "Marine Facade" development project and was due to have seven berths in operation by 2010.A complex system of riverports on both banks of the Neva River are interconnected with the system of seaports, thus making Saint Petersburg the main link between the Baltic Sea and the rest of Russia through the Volga-Baltic Waterway.
The Saint Petersburg Mint (Monetny Dvor), founded in 1724, is one of the largest mints in the world, it mints Russian coins, medals and badges. Saint Petersburg is also home to the oldest and largest Russian foundry, Monumentskulptura, which made thousands of sculptures and statues that now grace the public parks of Saint Petersburg and many other cities. Monuments and bronze statues of the Tsars, as well as other important historic figures and dignitaries, and other world-famous monuments, such as the sculptures by Peter Clodt von Jürgensburg, Paolo Troubetzkoy, Mark Antokolsky, and others, were made there.
In 2007, Toyota opened a Camry plant after investing 5 billion roubles (approx. 200 mln dollars) in Shushary, one of the southern suburbs of Saint Petersburg. Opel, Hyundai and Nissan have also signed deals with the Russian government to build their automotive plants in Saint Petersburg. The automotive and auto-parts industry is on the rise there during the last decade.
Saint Petersburg has a large brewery and distillery industry. Known as Russia's "beer capital" due to the supply and quality of local water, its five large breweries account for over 30% of the country's domestic beer production. They include Europe's second-largest brewery Baltika, Vena (both operated by BBH), Heineken Brewery, Stepan Razin (both by Heineken) and Tinkoff brewery (SUN-InBev).
The city's many local distilleries produce a broad range of vodka brands. The oldest ones is LIVIZ (founded in 1897). Among the youngest is Russian Standard Vodka introduced in Moscow in 1998, which opened in 2006 a new $60 million distillery in Petersburg (an area of 30,000 m2 (320,000 sq ft), production rate of 22,500 bottles per hour). In 2007, this brand was exported to over 70 countries.Saint Petersburg has the second-largest construction industry in Russia, including commercial, housing, and road construction.
In 2006, Saint Petersburg's city budget was 180 billion rubles (about 7 billion US$ at 2006 exchange rates),. The federal subject's Gross Regional Product as of 2016 was 3.7 trillion Russian rubles (or around US$70 billion), ranked 2nd in Russia, after Moscow and per capita of US$13,000, ranked 12th among Russia's federal subjects, contributed mostly by wholesale and retail trade and repair services (24.7%) as well as processing industry (20.9%) and transportation and telecommunications (15.1%).Budget revenues of the city in 2009 amounted to 294.3 billion rubles (about 10.044 billion US$ at 2009 exchange rates), expenses – 336.3 billion rubles (about 11.477 billion US$ at 2009 exchange rates). The budget deficit amounted to about 42 billion rubles. (about 1.433 billion US$ at 2009 exchange rates)
In 2015, St. Petersburg was ranked in 4th place economically amongst all federal subjects of the Russian Federation, surpassed only by Moscow, the Tyumen and Moscow Region.
== Cityscape ==
Saint Petersburg has three skyscrapers: Leader Tower (140 m), Alexander Nevsky (124 m) and Atlantic City (105 m) all far from the historical centre. Regulations forbid the construction of tall buildings in the city centre. The 310-meter (1,020 ft) tall Saint Petersburg TV Tower is the tallest completed structure in the city. However, there was a controversial project endorsed by the city authorities, and known as the Okhta Center, to build a 396 meters (1,299 ft) supertall skyscraper. In 2008, the World Monuments Fund included the Saint Petersburg historic skyline on the watch list of the 100 most endangered sites due to the expected construction, which threatens to alter it drastically. The Okhta Center project was cancelled at the end of 2010 and the Lakhta Center project began in the city's outskirts. The complex includes 463-metre-tall (1,519-foot) office skyscraper and several low rise mixed-use buildings. The Lakhta Center project has caused much less controversy. Unlike the previous unbuilt project, it is not seen by UNESCO as a potential threat to the city's cultural heritage because it is far from the historical centre. The skyscraper was completed in 2019, and at 462.5 metres, it is currently the tallest in Russia and Europe.
Unlike in Moscow, the historic architecture of Saint Petersburg's city centre, mostly Baroque and Neoclassical buildings of the 18th and 19th centuries, has been largely preserved; although a number of buildings were demolished after the Bolsheviks' seizure of power, during the Siege of Leningrad and in recent years. The oldest of the remaining building is a wooden house built for Peter I in 1703 on the shore of the Neva near Trinity Square. Since 1991 the Historic Centre of Saint Petersburg and Related Groups of Monuments in Saint Petersburg and Leningrad Oblast have been listed by UNESCO as a World Heritage Site.
The ensemble of Peter and Paul Fortress with the Peter and Paul Cathedral takes a dominant position on Zayachy Island along the right bank of the Neva River. Each noon a cannon fires a blank shot from the fortress. The Saint Petersburg Mosque, the largest mosque in Europe when opened in 1913, is on the right bank nearby. The Spit of Vasilievsky Island, which splits the river into two largest armlets, the Bolshaya Neva and Malaya Neva, is connected to the northern bank (Petrogradsky Island) via the Exchange Bridge and occupied by the Old Saint Petersburg Stock Exchange and Rostral Columns. The southern coast of Vasilyevsky Island along the Bolshaya Neva features some of the city's oldest buildings, dating from the 18th century, including the Kunstkamera, Twelve Collegia, Menshikov Palace and Imperial Academy of Arts. It hosts one of two campuses of Saint Petersburg State University.
On the southern, left bank of the Neva, connected to the spit of Vasilyevsky Island via the Palace Bridge, lie the Admiralty building, the vast Hermitage Museum complex stretching along the Palace Embankment, which includes the Baroque Winter Palace, former official residence of Russian emperors, as well as the neoclassical Marble Palace. The Winter Palace faces Palace Square, the city's main square with the Alexander Column. Nevsky Prospekt, also on the left bank of the Neva, is the city's main avenue. It starts at the Admiralty and runs eastwards next to Palace Square. Nevsky Prospekt crosses the Moika (Green Bridge), Griboyedov Canal (Kazansky Bridge), Garden Street, the Fontanka (Anichkov Bridge), meets Liteyny Prospekt and proceeds to Uprising Square near the Moskovsky railway station, where it meets Ligovsky Prospekt and turns to the Alexander Nevsky Lavra. The Passage, Catholic Church of St. Catherine, Book House (former Singer Manufacturing Company Building in the Art Nouveau style), Grand Hotel Europe, Lutheran Church of Saint Peter and Saint Paul, Great Gostiny Dvor, Russian National Library, Alexandrine Theatre behind Mikeshin's statue of Catherine the Great, Kazan Cathedral, Stroganov Palace, Anichkov Palace and Beloselsky-Belozersky Palace are all along that avenue.
The Alexander Nevsky Lavra, intended to house the relics of St. Alexander Nevsky, is an important centre of Christian education in Russia. It also contains the Tikhvin Cemetery with graves of many notable Petersburgers.
On the territory between the Neva and Nevsky Prospekt the Church of the Savior on Blood, Mikhailovsky Palace housing the Russian Museum, Field of Mars, St. Michael's Castle, Summer Garden, Tauride Palace, Smolny Institute and Smolny Convent are located. Many notable landmarks are to the west and south of the Admiralty Building, including the Trinity Cathedral, Mariinsky Palace, Hotel Astoria, famous Mariinsky Theatre, New Holland Island, Saint Isaac's Cathedral, the largest in the city, and Senate Square, with the Bronze Horseman, 18th-century equestrian monument to Peter the Great, which is considered among the city's most recognisable symbols.
Other symbols of Saint Petersburg include the weather vane in the shape of a small ship on top of the Admiralty's golden spire and the golden angel on top of the Peter and Paul Cathedral. The Palace Bridge drawn at night is yet another symbol of the city.
From April to November, 22 bridges across the Neva and main canals are drawn to let ships pass in and out of the Baltic Sea according to a schedule. It was not until 2004 that the first high bridge across the Neva, which does not need to be drawn, Big Obukhovsky Bridge, was opened. The most remarkable bridges of our days are Korabelny and Petrovsky cable-stayed bridges, which form the most spectacular part of the city toll road, Western High-Speed Diameter. There are hundreds of smaller bridges in Saint Petersburg spanning numerous canals and distributaries of the Neva, some of the most important of which are the Moika, Fontanka, Griboyedov Canal, Obvodny Canal, Karpovka and Smolenka. Due to the intricate web of canals, Saint Petersburg is often called Venice of the North. The rivers and canals in the city centre are lined with granite embankments. The embankments and bridges are separated from rivers and canals by granite or cast iron parapets.
Southern suburbs of the city feature former imperial residences, including Petergof, with majestic fountain cascades and parks, Tsarskoe Selo, with the baroque Catherine Palace and the neoclassical Alexander Palace, and Pavlovsk, which has a domed palace of Emperor Paul and one of Europe's largest English-style parks. Some other residences nearby and making part of the world heritage site, including a castle and park in Gatchina, actually belong to Leningrad Oblast rather than Saint Petersburg. Another notable suburb is Kronstadt with its 19th-century fortifications and naval monuments, occupying the Kotlin Island in the Gulf of Finland.
Since around the end of the 20th century a great deal of active building and restoration works have been carried out in a number of the city's older districts.
The authorities have recently been compelled to transfer the ownership of state-owned private residences in the city centre to private lessors.
Many older buildings have been reconstructed to allow their use as apartments and penthouses.
Some of these structures, such as the Saint Petersburg Commodity and Stock Exchange have been recognised as town-planning errors.
=== Parks ===
Saint Petersburg is home to many parks and gardens. Some of the most well-known are in the southern suburbs, including Pavlovsk, one of Europe's largest English gardens. Sosnovka is the largest park within the city limits, occupying 240 ha. The Summer Garden is the oldest, dating back to the early 18th century and designed in the regular style. It is on the Neva's southern bank at the head of the Fontanka and is famous for its cast iron railing and marble sculptures.
Among other notable parks are the Maritime Victory Park on Krestovsky Island and the Moscow Victory Park in the south, both commemorating the victory over Nazi Germany in the Second World War, as well as the Central Park of Culture and Leisure occupying Yelagin Island and the Tauride Garden around the Tauride Palace. The most common trees grown in the parks are the English oak, Norway maple, green ash, silver birch, Siberian Larch, blue spruce, crack willow, limes, and poplars. Important dendrological collections dating back to the 19th century are hosted by the Saint Petersburg Botanical Garden and the Park of the Forestry Academy.
In order to commemorate 300 years anniversary of Saint Petersburg a new park was laid out. The park is in the northwestern part of the city. The construction was started in 1995. It is planned to connect the park with the pedestrian bridge to the territory of Lakhta Center's recreation areas. In the park 300 trees of valuable sorts, 300 decorative apple trees, 70 limes. 300 other trees and bushes were planted. These trees were presented to Saint Petersburg by non-commercial and educational organizations of the city, its sister-cities, the city of Helsinki, heads of other regions of Russia, German Savings Bank and other people and organizations.
== Tourism ==
Saint Petersburg has a significant historical and cultural heritage.The city's 18th and 19th-century architectural ensemble and its environs is preserved in virtually unchanged form. For various reasons (including large-scale destruction during World War II and construction of modern buildings during the postwar period in the largest historical centres of Europe), Saint Petersburg has become a unique reserve of European architectural styles of the past three centuries. Saint Petersburg's loss of capital city status helped it retain many of its pre-revolutionary buildings, as modern architectural 'prestige projects' tended to be built in Moscow; this largely prevented the rise of mid-to-late-20th century architecture and helped maintain the architectural appearance of the historic city centre.
Saint Petersburg is inscribed on the UNESCO World Heritage list as an area with 36 historical architectural complexes and around 4000 outstanding individual monuments of architecture, history and culture. New tourist programs and sightseeing tours have been developed for those wishing to see Saint Petersburg's cultural heritage.
The city has 221 museums, 2,000 libraries, more than 80 theatres, 100 concert organizations, 45 galleries and exhibition halls, 62 cinemas, and 80 other cultural establishments. Every year the city hosts around 100 festivals and various competitions of art and culture, including more than 50 international ones.
Despite the economic instability of the 1990s, not a single major theatre or museum was closed in Saint Petersburg; on the contrary many new ones opened, for example a private museum of puppets (opened in 1999) is the third museum of its kind in Russia, where collections of more than 2000 dolls are presented including 'The multinational Saint Petersburg' and Pushkin's Petersburg. The museum world of Saint Petersburg is incredibly diverse. The city is not only home to the world-famous Hermitage Museum and the Russian Museum with its rich collection of Russian art, but also the palaces of Saint Petersburg and its suburbs, so-called small-town museums and others like the museum of famous Russian writer Dostoyevsky; Museum of Musical Instruments, the museum of decorative arts and the museum of professional orientation.The musical life of Saint Petersburg is rich and diverse, with the city now playing host to a number of annual carnivals. Ballet performances occupy a special place in the cultural life of Saint Petersburg. The Petersburg School of Ballet is named as one of the best in the world. Traditions of the Russian classical school have been passed down from generation to generation among outstanding educators. The art of famous and prominent Saint Petersburg dancers like Rudolf Nureyev, Natalia Makarova, Mikhail Baryshnikov was, and is, admired throughout the world. Contemporary Petersburg ballet is made up not only of traditional Russian classical school but also ballets by those like Boris Eifman, who expanded the scope of strict classical Russian ballet to almost unimaginable limits. Remaining faithful to the classical basis (he was a choreographer at the Vaganova Academy of Russian Ballet), he combined classical ballet with the avant-garde style, and then, in turn, with acrobatics, rhythmic gymnastics, dramatic expressiveness, cinema, color, light, and finally with spoken word.
The Russian invasion of Ukraine has impacted on tourism. The British Foreign, Commonwealth and Development Office advises against travelling to Russia, including Saint Petersburg, noting there have been reports of fires and explosions in areas close to the city.
== Media and communications ==
All major Russian newspapers are active in Saint Petersburg. The city has a developed telecommunications system. In 2014, Rostelecom, the national operator, announced the beginning of a major modernization of the fixed-line network in the city.
== Culture ==
=== Museums ===
Saint Petersburg is home to more than two hundred museums, many of them in historic buildings. The largest is the Hermitage Museum that features the interiors of the former imperial residence and a vast collection of art. The Russian Museum is a large museum devoted to Russian fine art. The apartments of some famous Petersburgers, including Alexander Pushkin, Fyodor Dostoyevsky, Nikolai Rimsky-Korsakov, Feodor Chaliapin, Alexander Blok, Vladimir Nabokov, Anna Akhmatova, Mikhail Zoshchenko, Joseph Brodsky, as well as some palace and park ensembles of the southern suburbs and notable architectural monuments such as St. Isaac's Cathedral, have also been turned into public museums.
The Kunstkamera, with its collection established in 1714 by Peter the Great to collect curiosities from all over the world, is sometimes considered the first museum in Russia, which has evolved into the present-day Peter the Great Museum of Anthropology and Ethnography. The Russian Ethnography Museum, which has been split from the Russian Museum, is devoted to the cultures of the people of Russia, the former Soviet Union and Russian Empire.
A number of museums provide insight into the Soviet history of Saint Petersburg, including the Museum of the Blockade, which describes the Siege of Leningrad and the Museum of Political History, which explains many authoritarian features of the USSR.
Other notable museums include the Central Naval Museum, and Zoological Museum, Central Soil Museum, the Russian Railway Museum, Suvorov Museum, Museum of the Siege of Leningrad, Erarta Museum of Contemporary Art, the largest non-governmental museum of contemporary art in Russia, Saint Petersburg Museum of History in the Peter and Paul Fortress and Artillery Museum, which includes not only artillery items, but also a huge collection of other military equipment, uniforms, and decorations. Amongst others, Saint Petersburg also hosts State Museum of the History of Religion, one of the eldest museums in Russia about religion depicting cultural representations from various parts of the globe.
=== Music ===
Among the city's more than fifty theatres is the Mariinsky Theatre (formerly known as the Kirov Theatre), home to the Mariinsky Ballet company and opera. Leading ballet dancers, such as Vaslav Nijinsky, Anna Pavlova, Rudolph Nureyev, Mikhail Baryshnikov, Galina Ulanova and Natalia Makarova, were principal stars of the Mariinsky ballet.
The first music school, the Saint Petersburg Conservatory, was founded in 1862 by the Russian pianist and composer Anton Rubinstein. The school alumni have included such notable composers as Pyotr Tchaikovsky, Sergei Prokofiev, Artur Kapp, Rudolf Tobias and Dmitri Shostakovich, who taught at the conservatory during the 1960s, bringing it additional fame. The renowned Russian composer Nikolai Rimsky-Korsakov also taught at the conservatory from 1871 to 1905. Among his students were Igor Stravinsky, Alexander Glazounov, Anatoly Liadov and others. The former St. Petersburg apartment of Rimsky-Korsakov has been faithfully preserved as the composer's only museum.
Dmitri Shostakovich, who was born and raised in Saint Petersburg, dedicated his Seventh Symphony to the city, calling it the "Leningrad Symphony". He wrote the symphony while based in the city during the siege of Leningrad. It was premiered in Samara in March 1942; a few months later, it received its first performance in the besieged Leningrad at the Bolshoy Philharmonic Hall under the baton of conductor Karl Eliasberg. It was heard over the radio and was said to have lifted the spirits of the surviving population. In 1992, the 7th Symphony was performed by the 14 surviving orchestral players of the Leningrad premiere in the same hall as half a century before. The Leningrad Philharmonic Orchestra remained one of the best known symphony orchestras in the world under the leadership of conductors Yevgeny Mravinsky and Yuri Temirkanov. Mravinsky's term as artistic director of the Leningrad Philharmonic—a term that is possibly the longest of any conductor with any orchestra in modern times—led the orchestra from a little-known provincial ensemble to one of the world's most highly regarded orchestras, especially for the performance of Russian music.
The Imperial Choral Capella was founded and modelled after the royal courts of other European capitals.
Saint Petersburg has been home to the newest movements in popular music in the country. The early Soviet jazz bands founded here included Leopold Teplitsky's First Concert Jazz Band (1927,) Leonid Utyosov 's TheaJazz (1928, under the patronage of composer Isaak Dunayevsky) and Georgy Landsberg's Jazz Cappella (1929). The first jazz appreciation society in the Soviet Union was founded here in 1958 as J58, and later named jazz club Kvadrat. In 1956 the popular ensemble Druzhba was founded by Aleksandr Bronevitsky and Edita Piekha to become the first popular band in the USSR during the 1950s. In the 1960s student rock-groups Argonavty, Kochevniki and others pioneered a series of unofficial and underground rock concerts and festivals. In 1972 Boris Grebenshchikov founded the band Aquarium, which later grew to huge popularity. Since then "Peter's rock" music style was formed.
In the 1970s many bands came out from the "underground" scene and eventually founded the Leningrad Rock Club, which provided a stage to bands such as DDT, Kino, Alisa, Zemlyane, Zoopark, Piknik, and Secret. The first Russian-style happening show Pop Mekhanika, mixing over 300 people and animals on stage, was directed by the multi-talented Sergey Kuryokhin in the 1980s. The Sergey Kuryokhin International Festival (SKIF) is named after him. In 2004 the Kuryokhin Center was founded, where the SKIF and the Electro-Mechanica and Ethnomechanica festivals take place. SKIF focuses on experimental pop music and avant-garde music, Electro-Mechanica on electronic music, and Ethnomechanica on world music.
Today's Saint Petersburg boasts many notable musicians of various genres, from popular Leningrad's Sergei Shnurov, Tequilajazzz, Splean, and Korol i Shut, to rock veterans Yuri Shevchuk, Vyacheslav Butusov, and Mikhail Boyarsky. In the early 2000s the city saw a wave of popularity of metalcore, rapcore, and emocore, and there are bands such as Amatory, Kirpichi, Psychea, Stigmata, Grenouer and Animal Jazz.
The White Nights Festival in Saint Petersburg is famous for spectacular fireworks and a massive show celebrating the end of the school year.
The rave band Little Big also hails from Saint Petersburg. Their music video for "Skibidi" was filmed in the city, starting at Akademicheskiy Pereulok.
=== Literature ===
Saint Petersburg has a longstanding and world-famous tradition in literature. Dostoyevsky called it "The most abstract and intentional city in the world", emphasizing its artificiality, but it was also a symbol of modern disorder in a changing Russia. It often appeared to Russian writers as a menacing and inhuman mechanism. The grotesque and often nightmarish image of the city is featured in Pushkin's last poems, the Petersburg stories of Gogol, the novels of Dostoyevsky, the verse of Alexander Blok and Osip Mandelshtam, and in the symbolist novel Petersburg by Andrey Bely. According to Lotman in his chapter, 'The Symbolism of Saint Petersburg' in Universe and the Mind, these writers were inspired by symbolism from within the city itself. The effect of life in Saint Petersburg on the plight of the poor clerk in a society obsessed with hierarchy and status also became an important theme for authors such as Pushkin, Gogol, and Dostoyevsky. Another important feature of early Saint Petersburg literature is its mythical element, which incorporates urban legends and popular ghost stories, as the stories of Pushkin and Gogol included ghosts returning to Saint Petersburg to haunt other characters as well as other fantastical elements, creating a surreal and abstract image of Saint Petersburg.
20th-century writers from Saint Petersburg, such as Vladimir Nabokov, Ayn Rand, Andrey Bely and Yevgeny Zamyatin, along with his apprentices, The Serapion Brothers created entirely new styles in literature and contributed new insights to the understanding of society through their experience in this city. Anna Akhmatova became an important leader for Russian poetry. Her poem Requiem adumbrates the perils encountered during the Stalinist era. Another notable 20th-century writer from Saint Petersburg is Joseph Brodsky, recipient of the Nobel Prize in Literature (1987). While living in the United States, his writings in English reflected on life in Saint Petersburg from the unique perspective of being both an insider and an outsider to the city in essays such as, "A Guide to a Renamed City" and the nostalgic "In a Room and a Half".
=== Film ===
Over 250 international and Russian movies were filmed in Saint Petersburg. Well over a thousand feature films about tsars, revolution, people and stories set in Saint Petersburg have been produced worldwide but not filmed in the city. The first film studios were founded in Saint Petersburg in the 20th century and since the 1920s Lenfilm has been the largest film studio based in Saint Petersburg. The first foreign feature movie filmed entirely in Saint Petersburg was the 1997 production of Tolstoy's Anna Karenina, starring Sophie Marceau and Sean Bean and made by an international team of British, American, French and Russian filmmakers.
The cult comedy Irony of Fate (also Ирония судьбы, или С лёгким паром!) is set in Saint Petersburg and pokes fun at Soviet city planning. The 1985 film White Nights received considerable Western attention for having captured genuine Leningrad street scenes at a time when filming in the Soviet Union by Western production companies was generally unheard of. Other movies include GoldenEye (1995), Midnight in Saint Petersburg (1996), Brother (1997) and Tamil romantic thriller film-Dhaam Dhoom (2008). Onegin (1999) is based on the Pushkin poem and showcases many tourist attractions. In addition, the Russian romantic comedy, Piter FM, intricately showcases the cityscape, almost as if it were a main character in the film.
Several international film festivals are held annually, such as the Festival of Festivals, Saint Petersburg, as well as the Message to Man International Documentary Film Festival, since its inauguration in 1988 during the White Nights.
=== Dramatic theatre ===
St Petersburg has a number of dramatic theatres and drama schools. These include the Student Theatre on Mokhovaya Street. Учебный театр «На Моховой», Leteiny Theatre and Youth Theatre on the Fontanka.
== Education ==
As of 2006–2007, there were 1,024 kindergartens, 716 public schools and 80 vocational schools in Saint Petersburg. The largest of the public higher education institutions is Saint Petersburg State University, enrolling approximately 32,000 undergraduate students; and the largest non-governmental higher education institutions is the Institute of International Economic Relations, Economics, and Law. Other famous universities are Saint Petersburg Polytechnic University, Herzen University, Saint Petersburg State University of Economics and Finance and Saint Petersburg Military engineering-technical university. However, the public universities are all federal property and do not belong to the city.
== Sports ==
Leningrad hosted part of the association football tournament during the 1980 Summer Olympics. The 1994 Goodwill Games were also held here.
In boating, the first competition here was the 1703 rowing event initiated by Peter the Great, after the victory over the Swedish fleet. The Russian Navy held Yachting events since the foundation of the city. Yacht clubs: St. Petersburg River Yacht Club, Neva Yacht Club, the latter is the oldest yacht club in the world. In the winter, when the sea and lake surfaces are frozen and yachts and dinghies cannot be used, local people sail ice boats.
Equestrianism has been a long tradition, popular among the Tsars and aristocracy, as well as part of military training. Several historic sports arenas were built for equestrianism since the 18th century to maintain training all year round, such as the Zimny Stadion and Konnogvardeisky Manezh.
Chess tradition was highlighted by the 1914 international tournament, partially funded by the Tsar, in which the title "Grandmaster" was first formally conferred by Russian Tsar Nicholas II to five players: Lasker, Capablanca, Alekhine, Tarrasch and Marshall.
The city's main football team is FC Zenit Saint Petersburg, who have been champions of the Soviet and Russian league nine times, most notably claiming the RPL title in four consecutive seasons from 2018–19 to 2021–22, along with winning the Soviet/Russian Cup five times. The club also won the 2007–08 UEFA Cup and the 2008 UEFA Super Cup, spearheaded by successful player and local hero Andrey Arshavin.
Kirov Stadium formerly existed as Zenit's home from 1950 to 1993 and again in 1995, being one of the largest stadiums in the world at the time. In 1951 a crowd of 110,000 set the single-game attendance record for Soviet football. The stadium was knocked down in 2006, with Zenit temporarily moving to the Petrovsky Stadium before the Krestovsky Stadium was built on the same site as the Kirov Stadium. The Krestovsky Stadium opened in 2017, hosting four matches at the 2017 FIFA Confederations Cup, including the final. The stadium then hosted seven matches at the 2018 FIFA World Cup, including a semi-final and the third-placed playoff. It also hosted seven matches at UEFA Euro 2020, including a quarter-final. The stadium was going to host the 2022 UEFA Champions League final, however UEFA removed St Petersburg as host in February 2022, citing the 2022 Russian invasion of Ukraine.Hockey teams in the city include SKA Saint Petersburg in the KHL, HC VMF St. Petersburg in the VHL, and junior clubs SKA-1946 and Silver Lions in the Russian Major League. SKA Saint Petersburg is one of the most popular in the KHL, consistently being at or near the top of the league in attendance. Along with their popularity, they are one of the best teams in the KHL right now, as they have won the Gagarin Cup twice. Well-known players on the team include Pavel Datsyuk, Ilya Kovalchuk, Nikita Gusev, Sergei Shirokov and Viktor Tikhonov. During the NHL lockout, stars Ilya Kovalchuk, Sergei Bobrovsky and Vladimir Tarasenko also played for the team. They play their home games at Ice Palace Saint Petersburg.
The city's long-time basketball team is BC Spartak Saint Petersburg, which launched the career of Andrei Kirilenko. BC Spartak Saint Petersburg won two championships in the USSR Premier League (1975 and 1992), two USSR Cups (1978 and 1987), and a Russian Cup title (2011). They also won the Saporta Cup twice (1973 and 1975). Legends of the club include Alexander Belov and Vladimir Kondrashin. BC Zenit Saint Petersburg also play in the city, being formed in 2014.
== Transportation ==
Saint Petersburg is a major transport hub. The first Russian railway was built here in 1837, and since then the city's transport infrastructure has kept pace with the city's growth. Petersburg has an extensive system of local roads and railway services, maintains a large public transport system that includes the Saint Petersburg tram and the Saint Petersburg Metro, and is home to several riverine services that convey passengers around the city efficiently and in relative comfort.
The city is connected to the rest of Russia and the wider world by several federal highways and national and international rail routes. Pulkovo Airport serves most of the air passengers departing from or arriving to the city.
=== Roads and public transport ===
Saint Petersburg has an extensive city-funded network of public transport (buses, trams, trolleybuses) and several hundred routes served by marshrutkas. In 2022 marshrutkas have been mostly phased out in favor of publicly owned buses. Trams in Saint Petersburg used to be the main means of transport; in the 1980s this was the largest tram network globally, but many tracks were dismantled in the 2000s.
Buses carry up to three million passengers daily, serving over 250 urban and a number of suburban bus routes. Saint Petersburg Metro underground rapid transit system was opened in 1955; it now has 5 lines with 72 stations, connecting all five railway terminals, and carrying 2.3 million passengers daily. Metro stations are often elaborately decorated with materials such as marble and bronze.
As of 2018, the Saint Petersburg Metro will include new stations: Prospekt Slavy, Dunayskaya, Shushary, Begovaya, and Novokrestovskaya, the latter built specifically to offer convenient access to the stadium during the 2018 FIFA World Cup games and games played by FC Zenit.
Traffic jams are common in the city due to daily commuter traffic volumes, intercity traffic and excessive winter snow. The construction of freeways such as the Saint Petersburg Ring Road, completed in 2011, and the Western High-Speed Diameter, completed in 2017, helped reduce the traffic in the city. The M11 Neva, also known as the Moscow-Saint Petersburg Motorway, is a federal highway, and connects Saint Petersburg to Moscow by a freeway.
Saint Petersburg is an important transport corridor linking Scandinavia to Russia and Eastern Europe. The city is a node of the international European routes E18 towards Helsinki, E20 towards Tallinn, E95 towards Pskov, Kyiv and Odesa and E105 towards Petrozavodsk, Murmansk and Kirkenes (north) and towards Moscow and Kharkiv (south).
=== Saint Petersburg public transportation statistics ===
The average amount of time people spend commuting with public transit in Saint Petersburg, for example to and from work, on a weekday is 69 minutes. 19.6% of public transit riders ride for more than 2 hours every day. The average amount of time people wait at a stop or station for public transit is 11 minutes, while 16.1% of riders wait for over 20 minutes on average every day. The average distance people usually ride in a single trip with public transit is 7 km (4.3 mi), while 15% travel for over 12 km (7.5 mi) in a single direction.
==== Waterways ====
The city is also served by passenger and cargo seaports in the Neva Bay of the Gulf of Finland, Baltic Sea, the river port higher up the Neva and tens of smaller passenger stations on both banks of the Neva river. It is a terminus of both the Volga-Baltic and White Sea-Baltic waterways.The first high bridge that does not need to be drawn, the 2,824-meter-long (9,265 ft) Big Obukhovsky Bridge opened in 2004. Meteor hydrofoils link the city centre to the coastal towns of Kronstadt and Shlisselburg from May through October. In the warmer months many smaller boats and water-taxis navigate the city's canals.
The shipping company St. Peter Line operates two ferries that sail from Helsinki to Saint Petersburg and from Stockholm to Saint Petersburg.
==== Rail ====
The city is the final destination for a web of intercity and suburban railways, served by five different railway terminals (Baltiysky, Finlyandsky, Ladozhsky, Moskovsky and Vitebsky), as well as dozens of non-terminal railway stations within the federal subject. Saint Petersburg has international railway connections to Helsinki, Finland, Berlin, Germany, and many former republics of the USSR. The Helsinki railway, built in 1870 and 443 kilometers (275 mi) long, has trains running five times a day, in a journey lasting about three and a half hours with the Allegro train.
The Moscow – Saint Petersburg Railway opened in 1851, and is 651 kilometers (405 mi) long; the commute to Moscow now requires from three and a half to nine hours.In 2009 Russian Railways launched a high speed service for the Moscow–Saint Petersburg route. The new train, known as Sapsan, is a derivative of the popular Siemens Velaro train; various versions of this already operate in some European countries. It set records for the fastest train in Russia on 2 May 2009, travelling at 281 km/h (174.6 mph) and on 7 May 2009, traveling at 290 kilometers per hour (180 mph).
Since 12 December 2010 Karelian Trains, a joint venture between Russian Railways and VR (Finnish Railways), has been running Alstom Pendolino operated high-speed services between Saint Petersburg's Finlyandsky and Helsinki's Central railway stations. These services are branded as "Allegro" trains. "Allegro" is known for suffering some big technical problems from time to time, which sometimes result in significant delays and even cancellation of tourists' trips.
==== Air ====
Saint Petersburg is served by Pulkovo International Airport.Pulkovo airport was opened to passengers as a small aerodrome in 1931. As of 2013, the Pulkovo airport, which handles over 12 million passengers annually, is the 3rd busiest in Russia after Moscow's Sheremetyevo and Domodedovo. As a result, the steadily increasing passenger traffic has triggered a massive modernization of the entire airport infrastructure. A newly built Terminal 1 of the Pulkovo airport was put into operation on 4 December 2013 and integrated international flights of the former terminal Pulkovo-2. The renovated terminal Pulkovo-1 has been opened for domestic flights as an extension of Terminal 1 in 2015. One of the oldest air carriers of the Russian Federation Rossiya is registered in Saint Petersburg and is the largest and the base carrier of Pulkovo Airport.There is a regular rapid-bus connection (buses 39, 39E, K39) between Pulkovo airport and the Moskovskaya metro station as well as 24/7 taxi service.
== Notable people ==
== International relations ==
List of sister cities to Saint Petersburg as it appears on the official portal of the City Government, listing both sister cities and partnership ties:Non CIS/Baltic states sister cities of Saint Petersburg (from official government list)
Sister cities in the Commonwealth of Independent States and Baltic states
Sister cities of Saint Petersburg (not included on official government list)
=== Former twin towns ===
Italian cities Milan and Venice were formerly twin cities of Saint Petersburg, but suspended this link due to St Petersburg's ban on "gay propaganda". Milan suspended the relationship with Saint Petersburg on 23 November 2012 and Venice did so on 28 January 2013.Shortly after the beginning of the Russian invasion of Ukraine, Gdańsk, Warsaw, Aarhus, Melbourne, Kotka, Turku, Riga and Tallinn terminated or suspended the cooperation, affiliation or sister city relationship with Saint Petersburg. On 17 March 2022, Košice joined the list of cities terminating the partnership. The cooperation began in 1995.
=== Twinning with occupied Mariupol ===
Some Russian cities are twinned with ones in occupied Ukraine, in particular, Saint Petersburg is twinned with Mariupol. An art symbol of the twinning was unveiled on Palace Square in Saint Petersburg, defaced and removed.
== See also ==
== Notes ==
== References ==
=== Citations ===
=== Sources ===
== External links ==
City Tourist Portal Archived 1 September 2014 at the Wayback Machine
St. Petersburg – 2018 FIFA World Cup Host City on YouTube by FIFA
St Petersburg on In Our Time at the BBC
St-Petersburg, Virtual Tour • 360° Aerial Panorama
Atchinson, Bob (2010). "Saint Petersburg, 1900: a photographic travelogue of the capital of Imperial Russia". Retrieved 9 February 2011. 50 photographs of St. Petersburg from "Travelogues" of Burton Holmes (Vol. 8, 1914) and other sources
Официальный портал администрации Санкт-Петербурга [The Official Portal of the Saint Petersburg City Authority] (in Russian). The Saint Petersburg City Authority: 191060, St. Petersburg, Smolny [Администрация Санкт-Петербурга 191060, СПб., Смольный]. 2001–2011. Archived from the original on 31 December 2006. Retrieved 9 February 2011.
"Encyclopaedia of Saint Petersburg". St. Petersburg: The Likhachov Foundation. 2004. Retrieved 9 February 2011. 3500 entries, 9200 personalities, 3500 addresses, 2000 pictures and 40 geographical maps, 3800 bibliographical references from the original "Encyclopaedia of Saint Petersburg" (SPb., Rosspen, 2004)
Kropotkin, Peter Alexeivitch; Bealby, John Thomas (1911). "St Petersburg" . In Chisholm, Hugh (ed.). Encyclopædia Britannica. Vol. 24 (11th ed.). Cambridge University Press. pp. 38–40.
Байков В.Д. Ленинградские хроники: от послевоенных 50-х до "лихих 90-х". М. Карамзин, 2017. – 486 с., илл. – in English: Leningrad Chronicles: from the postwar fifties to the "wild nineties" ISBN 978-5-00071-516-1
Old Maps of Saint Petersburg Archived 16 January 2021 at the Wayback Machine, Historic Cities Archived 25 March 2022 at the Wayback Machine site
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Hebrew language
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Hebrew (Hebrew alphabet: עִבְרִית, ʿĪvrīt, pronounced [ivˈʁit] or [ʕivˈrit] ; Samaritan script: ࠏࠨࠁࠬࠓࠪࠉࠕ ʿÎbrit; Paleo-Hebrew script: 𐤏𐤁𐤓𐤉𐤕) is a Northwest Semitic language within the Afroasiatic language family. It was natively spoken by the Israelites and remained in regular use as a spoken language by their longest-surviving descendants, the Jews and Samaritans, before dying out after 200 CE. However, it was largely preserved as a liturgical language, featuring prominently in Judaism (since the Second Temple period) and Samaritanism. Having ceased to be a dead language in the 19th century, today's Hebrew serves as the only successful large-scale example of linguistic revival. It is the only non-extinct Canaanite language, and is also one of only two Northwest Semitic languages still spoken, with the other being Aramaic.The earliest examples of written Paleo-Hebrew date back to the 10th century BCE. Nearly all of the Hebrew Bible is written in Biblical Hebrew, with much of its present form in the dialect that scholars believe flourished around the 6th century BCE, during the time of the Babylonian captivity. For this reason, Hebrew has been referred to by Jews as Lashon Hakodesh (לְשׁוֹן הַקֹּדֶשׁ, lit. 'the holy tongue' or 'the tongue [of] holiness') since ancient times. The language was not referred to by the name Hebrew in the Bible, but as Yehudit (transl. 'the language of Judah') or Səpaṯ Kəna'an (transl. "the language of Canaan"). Mishnah Gittin 9:8 refers to the language as Ivrit, meaning Hebrew; however, Mishnah Megillah refers to the language as Ashurit, meaning Assyrian, which is derived from the name of the alphabet used, in contrast to Ivrit, meaning the Paleo-Hebrew alphabet.Hebrew ceased to be a regular spoken language sometime between 200 and 400 CE as it declined in the aftermath of the unsuccessful Bar Kokhba revolt, which was carried out against the Roman Empire by the Jews of Judaea. Aramaic and, to a lesser extent, Greek were already in use as international languages, especially among societal elites and immigrants. Hebrew survived into the medieval period as the language of Jewish liturgy, rabbinic literature, intra-Jewish commerce, and Jewish poetic literature. The first dated book printed in Hebrew was published by Abraham Garton in Reggio (Calabria, Italy) in 1475. With the rise of Zionism in the 19th century, the Hebrew language experienced a full-scale revival as a spoken and literary language, after which it became the main language of the Yishuv in Palestine, and subsequently the lingua franca of the State of Israel with official status.
According to Ethnologue, Hebrew was spoken by five million people worldwide in 1998; in 2013, it was spoken by over nine million people worldwide. After Israel, the United States has the second-largest Hebrew-speaking population, with approximately 220,000 fluent speakers (see Israeli Americans and Jewish Americans). Modern Hebrew is the official language of the State of Israel, while pre-revival forms of Hebrew are used for prayer or study in Jewish and Samaritan communities around the world today; the latter group utilizes the Samaritan dialect as their liturgical tongue. As a non-first language, it is studied mostly by non-Israeli Jews and students in Israel, by archaeologists and linguists specializing in the Middle East and its civilizations, and by theologians in Christian seminaries.
== Etymology ==
The modern English word "Hebrew" is derived from Old French Ebrau, via Latin from the Ancient Greek Ἑβραῖος (hebraîos) and Aramaic 'ibrāy, all ultimately derived from Biblical Hebrew Ivri (עברי), one of several names for the Israelite (Jewish and Samaritan) people (Hebrews). It is traditionally understood to be an adjective based on the name of Abraham's ancestor, Eber, mentioned in Genesis 10:21. The name is believed to be based on the Semitic root ʕ-b-r (עבר) meaning "beyond", "other side", "across"; interpretations of the term "Hebrew" generally render its meaning as roughly "from the other side [of the river/desert]"—i.e., an exonym for the inhabitants of the land of Israel and Judah, perhaps from the perspective of Mesopotamia, Phoenicia or Transjordan (with the river referred to being perhaps the Euphrates, Jordan or Litani; or maybe the northern Arabian Desert between Babylonia and Canaan). Compare the word Habiru or cognate Assyrian ebru, of identical meaning.One of the earliest references to the language's name as "Ivrit" is found in the prologue to the Book of Sirach, from the 2nd century BCE. The Hebrew Bible does not use the term "Hebrew" in reference to the language of the Hebrew people; its later historiography, in the Book of Kings, refers to it as יְהוּדִית Yehudit "Judahite (language)".
== History ==
Hebrew belongs to the Canaanite group of languages. Canaanite languages are a branch of the Northwest Semitic family of languages.According to Avraham Ben-Yosef, Hebrew flourished as a spoken language in the Kingdoms of Israel and Judah during the period from about 1200 to 586 BCE. Scholars debate the degree to which Hebrew was a spoken vernacular in ancient times following the Babylonian exile when the predominant international language in the region was Old Aramaic.
Hebrew was extinct as a colloquial language by late antiquity, but it continued to be used as a literary language, especially in Spain, as the language of commerce between Jews of different native languages, and as the liturgical language of Judaism, evolving various dialects of literary Medieval Hebrew, until its revival as a spoken language in the late 19th century.
=== Oldest Hebrew inscriptions ===
In May 2023, Scott Stirpling published the finding of what he claims to be the oldest known Hebrew inscription, a curse tablet found at Mount Ebal, dated from around 3200 years ago. The presence of the Hebrew name of god, Yahweh, as three letters, yod heh vav, according to the author and his team meant that the tablet is Hebrew and not Canaanite. However, practically all professional archeologists and epigraphers apart from Stripling's team claim that there is no text on this object.In July 2008, Israeli archaeologist Yossi Garfinkel discovered a ceramic shard at Khirbet Qeiyafa that he claimed may be the earliest Hebrew writing yet discovered, dating from around 3,000 years ago. Hebrew University archaeologist Amihai Mazar said that the inscription was "proto-Canaanite" but cautioned that "[t]he differentiation between the scripts, and between the languages themselves in that period, remains unclear", and suggested that calling the text Hebrew might be going too far.The Gezer calendar also dates back to the 10th century BCE at the beginning of the Monarchic period, the traditional time of the reign of David and Solomon. Classified as Archaic Biblical Hebrew, the calendar presents a list of seasons and related agricultural activities. The Gezer calendar (named after the city in whose proximity it was found) is written in an old Semitic script, akin to the Phoenician one that, through the Greeks and Etruscans, later became the Latin alphabet of ancient Rome. The Gezer calendar is written without any vowels, and it does not use consonants to imply vowels even in the places in which later Hebrew spelling requires them.
Numerous older tablets have been found in the region with similar scripts written in other Semitic languages, for example, Proto-Sinaitic. It is believed that the original shapes of the script go back to Egyptian hieroglyphs, though the phonetic values are instead inspired by the acrophonic principle. The common ancestor of Hebrew and Phoenician is called Canaanite, and was the first to use a Semitic alphabet distinct from that of Egyptian. One ancient document is the famous Moabite Stone, written in the Moabite dialect; the Siloam inscription, found near Jerusalem, is an early example of Hebrew. Less ancient samples of Archaic Hebrew include the ostraca found near Lachish, which describe events preceding the final capture of Jerusalem by Nebuchadnezzar and the Babylonian captivity of 586 BCE.
=== Classical Hebrew ===
==== Biblical Hebrew ====
In its widest sense, Biblical Hebrew refers to the spoken language of ancient Israel flourishing between the 10th century BCE and the turn of the 4th century CE. It comprises several evolving and overlapping dialects. The phases of Classical Hebrew are often named after important literary works associated with them.
Archaic Biblical Hebrew, also called Old Hebrew or Paleo-Hebrew, from the 10th to the 6th century BCE, corresponding to the Monarchic Period until the Babylonian exile and represented by certain texts in the Hebrew Bible (Tanakh), notably the Song of Moses (Exodus 15) and the Song of Deborah (Judges 5). It was written in the Paleo-Hebrew alphabet. A script descended from this, the Samaritan alphabet, is still used by the Samaritans.
Standard Biblical Hebrew, also called Biblical Hebrew, Early Biblical Hebrew, Classical Biblical Hebrew or Classical Hebrew (in the narrowest sense), around the 8th to 6th centuries BCE, corresponding to the late Monarchic period and the Babylonian exile. It is represented by the bulk of the Hebrew Bible that attains much of its present form around this time.
Late Biblical Hebrew, from the 5th to the 3rd centuries BCE, corresponding to the Persian period and represented by certain texts in the Hebrew Bible, notably the books of Ezra and Nehemiah. Basically similar to Classical Biblical Hebrew, apart from a few foreign words adopted for mainly governmental terms, and some syntactical innovations such as the use of the particle she- (alternative of "asher", meaning "that, which, who"). It adopted the Imperial Aramaic script (from which the modern Hebrew script descends).
Israelian Hebrew is a proposed northern dialect of biblical Hebrew, believed to have existed in all eras of the language, in some cases competing with late biblical Hebrew as an explanation for non-standard linguistic features of biblical texts.
==== Early post-Biblical Hebrew ====
Dead Sea Scroll Hebrew from the 3rd century BCE to the 1st century CE, corresponding to the Hellenistic and Roman Periods before the destruction of the Temple in Jerusalem, and represented by the Qumran Scrolls that form most (but not all) of the Dead Sea Scrolls. Commonly abbreviated as DSS Hebrew, also called Qumran Hebrew. The Imperial Aramaic script of the earlier scrolls in the 3rd century BCE evolved into the Hebrew square script of the later scrolls in the 1st century CE, also known as ketav Ashuri (Assyrian script), still in use today.
Mishnaic Hebrew from the 1st to the 3rd or 4th century CE, corresponding to the Roman Period after the destruction of the Temple in Jerusalem and represented by the bulk of the Mishnah and Tosefta within the Talmud and by the Dead Sea Scrolls, notably the Bar Kokhba letters and the Copper Scroll. Also called Tannaitic Hebrew or Early Rabbinic Hebrew.Sometimes the above phases of spoken Classical Hebrew are simplified into "Biblical Hebrew" (including several dialects from the 10th century BCE to 2nd century BCE and extant in certain Dead Sea Scrolls) and "Mishnaic Hebrew" (including several dialects from the 3rd century BCE to the 3rd century CE and extant in certain other Dead Sea Scrolls). However, today most Hebrew linguists classify Dead Sea Scroll Hebrew as a set of dialects evolving out of Late Biblical Hebrew and into Mishnaic Hebrew, thus including elements from both but remaining distinct from either.By the start of the Byzantine Period in the 4th century CE, Classical Hebrew ceased as a regularly spoken language, roughly a century after the publication of the Mishnah, apparently declining since the aftermath of the catastrophic Bar Kokhba revolt around 135 CE.
=== Displacement by Aramaic ===
In the early 6th century BCE, the Neo-Babylonian Empire conquered the ancient Kingdom of Judah, destroying much of Jerusalem and exiling its population far to the east in Babylon. During the Babylonian captivity, many Israelites learned Aramaic, the closely related Semitic language of their captors. Thus, for a significant period, the Jewish elite became influenced by Aramaic.After Cyrus the Great conquered Babylon, he allowed the Jewish people to return from captivity. As a result, a local version of Aramaic came to be spoken in Israel alongside Hebrew. By the beginning of the Common Era, Aramaic was the primary colloquial language of Samarian, Babylonian and Galileean Jews, and western and intellectual Jews spoke Greek, but a form of so-called Rabbinic Hebrew continued to be used as a vernacular in Judea until it was displaced by Aramaic, probably in the 3rd century CE. Certain Sadducee, Pharisee, Scribe, Hermit, Zealot and Priest classes maintained an insistence on Hebrew, and all Jews maintained their identity with Hebrew songs and simple quotations from Hebrew texts.While there is no doubt that at a certain point, Hebrew was displaced as the everyday spoken language of most Jews, and that its chief successor in the Middle East was the closely related Aramaic language, then Greek, scholarly opinions on the exact dating of that shift have changed very much. In the first half of the 20th century, most scholars followed Abraham Geiger and Gustaf Dalman in thinking that Aramaic became a spoken language in the land of Israel as early as the beginning of Israel's Hellenistic period in the 4th century BCE, and that as a corollary Hebrew ceased to function as a spoken language around the same time. Moshe Zvi Segal, Joseph Klausner and Ben Yehuda are notable exceptions to this view. During the latter half of the 20th century, accumulating archaeological evidence and especially linguistic analysis of the Dead Sea Scrolls has disproven that view. The Dead Sea Scrolls, uncovered in 1946–1948 near Qumran revealed ancient Jewish texts overwhelmingly in Hebrew, not Aramaic.
The Qumran scrolls indicate that Hebrew texts were readily understandable to the average Jew, and that the language had evolved since Biblical times as spoken languages do. Recent scholarship recognizes that reports of Jews speaking in Aramaic indicate a multilingual society, not necessarily the primary language spoken. Alongside Aramaic, Hebrew co-existed within Israel as a spoken language. Most scholars now date the demise of Hebrew as a spoken language to the end of the Roman period, or about 200 CE. It continued on as a literary language down through the Byzantine period from the 4th century CE.
The exact roles of Aramaic and Hebrew remain hotly debated. A trilingual scenario has been proposed for the land of Israel. Hebrew functioned as the local mother tongue with powerful ties to Israel's history, origins and golden age and as the language of Israel's religion; Aramaic functioned as the international language with the rest of the Middle East; and eventually Greek functioned as another international language with the eastern areas of the Roman Empire. William Schniedewind argues that after waning in the Persian period, the religious importance of Hebrew grew in the Hellenistic and Roman periods, and cites epigraphical evidence that Hebrew survived as a vernacular language – though both its grammar and its writing system had been substantially influenced by Aramaic. According to another summary, Greek was the language of government, Hebrew the language of prayer, study and religious texts, and Aramaic was the language of legal contracts and trade. There was also a geographic pattern: according to Bernard Spolsky, by the beginning of the Common Era, "Judeo-Aramaic was mainly used in Galilee in the north, Greek was concentrated in the former colonies and around governmental centers, and Hebrew monolingualism continued mainly in the southern villages of Judea." In other words, "in terms of dialect geography, at the time of the tannaim Palestine could be divided into the Aramaic-speaking regions of Galilee and Samaria and a smaller area, Judaea, in which Rabbinic Hebrew was used among the descendants of returning exiles." In addition, it has been surmised that Koine Greek was the primary vehicle of communication in coastal cities and among the upper class of Jerusalem, while Aramaic was prevalent in the lower class of Jerusalem, but not in the surrounding countryside. After the suppression of the Bar Kokhba revolt in the 2nd century CE, Judaeans were forced to disperse. Many relocated to Galilee, so most remaining native speakers of Hebrew at that last stage would have been found in the north.The Christian New Testament contains some Semitic place names and quotes. The language of such Semitic glosses (and in general the language spoken by Jews in scenes from the New Testament) is often referred to as "Hebrew" in the text, although this term is often re-interpreted as referring to Aramaic instead and is rendered accordingly in recent translations. Nonetheless, these glosses can be interpreted as Hebrew as well. It has been argued that Hebrew, rather than Aramaic or Koine Greek, lay behind the composition of the Gospel of Matthew. (See the Hebrew Gospel hypothesis or Language of Jesus for more details on Hebrew and Aramaic in the gospels.)
=== Mishnah and Talmud ===
The term "Mishnaic Hebrew" generally refers to the Hebrew dialects found in the Talmud, excepting quotations from the Hebrew Bible. The dialects organize into Mishnaic Hebrew (also called Tannaitic Hebrew, Early Rabbinic Hebrew, or Mishnaic Hebrew I), which was a spoken language, and Amoraic Hebrew (also called Late Rabbinic Hebrew or Mishnaic Hebrew II), which was a literary language. The earlier section of the Talmud is the Mishnah that was published around 200 CE, although many of the stories take place much earlier, and were written in the earlier Mishnaic dialect. The dialect is also found in certain Dead Sea Scrolls. Mishnaic Hebrew is considered to be one of the dialects of Classical Hebrew that functioned as a living language in the land of Israel. A transitional form of the language occurs in the other works of Tannaitic literature dating from the century beginning with the completion of the Mishnah. These include the halachic Midrashim (Sifra, Sifre, Mekhilta etc.) and the expanded collection of Mishnah-related material known as the Tosefta. The Talmud contains excerpts from these works, as well as further Tannaitic material not attested elsewhere; the generic term for these passages is Baraitot. The dialect of all these works is very similar to Mishnaic Hebrew.
About a century after the publication of the Mishnah, Mishnaic Hebrew fell into disuse as a spoken language. The later section of the Talmud, the Gemara, generally comments on the Mishnah and Baraitot in two forms of Aramaic. Nevertheless, Hebrew survived as a liturgical and literary language in the form of later Amoraic Hebrew, which sometimes occurs in the text of the Gemara.
Hebrew was always regarded as the language of Israel's religion, history and national pride, and after it faded as a spoken language, it continued to be used as a lingua franca among scholars and Jews traveling in foreign countries. After the 2nd century CE when the Roman Empire exiled most of the Jewish population of Jerusalem following the Bar Kokhba revolt, they adapted to the societies in which they found themselves, yet letters, contracts, commerce, science, philosophy, medicine, poetry and laws continued to be written mostly in Hebrew, which adapted by borrowing and inventing terms.
=== Medieval Hebrew ===
After the Talmud, various regional literary dialects of Medieval Hebrew evolved. The most important is Tiberian Hebrew or Masoretic Hebrew, a local dialect of Tiberias in Galilee that became the standard for vocalizing the Hebrew Bible and thus still influences all other regional dialects of Hebrew. This Tiberian Hebrew from the 7th to 10th century CE is sometimes called "Biblical Hebrew" because it is used to pronounce the Hebrew Bible; however, properly it should be distinguished from the historical Biblical Hebrew of the 6th century BCE, whose original pronunciation must be reconstructed. Tiberian Hebrew incorporates the scholarship of the Masoretes (from masoret meaning "tradition"), who added vowel points and grammar points to the Hebrew letters to preserve much earlier features of Hebrew, for use in chanting the Hebrew Bible. The Masoretes inherited a biblical text whose letters were considered too sacred to be altered, so their markings were in the form of pointing in and around the letters. The Syriac alphabet, precursor to the Arabic alphabet, also developed vowel pointing systems around this time. The Aleppo Codex, a Hebrew Bible with the Masoretic pointing, was written in the 10th century, likely in Tiberias, and survives to this day. It is perhaps the most important Hebrew manuscript in existence.
During the Golden age of Jewish culture in Spain, important work was done by grammarians in explaining the grammar and vocabulary of Biblical Hebrew; much of this was based on the work of the grammarians of Classical Arabic. Important Hebrew grammarians were Judah ben David Hayyuj, Jonah ibn Janah, Abraham ibn Ezra and later (in Provence), David Kimhi. A great deal of poetry was written, by poets such as Dunash ben Labrat, Solomon ibn Gabirol, Judah ha-Levi, Moses ibn Ezra and Abraham ibn Ezra, in a "purified" Hebrew based on the work of these grammarians, and in Arabic quantitative or strophic meters. This literary Hebrew was later used by Italian Jewish poets.The need to express scientific and philosophical concepts from Classical Greek and Medieval Arabic motivated Medieval Hebrew to borrow terminology and grammar from these other languages, or to coin equivalent terms from existing Hebrew roots, giving rise to a distinct style of philosophical Hebrew. This is used in the translations made by the Ibn Tibbon family. (Original Jewish philosophical works were usually written in Arabic.) Another important influence was Maimonides, who developed a simple style based on Mishnaic Hebrew for use in his law code, the Mishneh Torah. Subsequent rabbinic literature is written in a blend between this style and the Aramaized Rabbinic Hebrew of the Talmud.
Hebrew persevered through the ages as the main language for written purposes by all Jewish communities around the world for a large range of uses—not only liturgy, but also poetry, philosophy, science and medicine, commerce, daily correspondence and contracts. There have been many deviations from this generalization such as Bar Kokhba's letters to his lieutenants, which were mostly in Aramaic, and Maimonides' writings, which were mostly in Arabic; but overall, Hebrew did not cease to be used for such purposes. For example, the first Middle East printing press, in Safed (modern Israel), produced a small number of books in Hebrew in 1577, which were then sold to the nearby Jewish world. This meant not only that well-educated Jews in all parts of the world could correspond in a mutually intelligible language, and that books and legal documents published or written in any part of the world could be read by Jews in all other parts, but that an educated Jew could travel and converse with Jews in distant places, just as priests and other educated Christians could converse in Latin. For example, Rabbi Avraham Danzig wrote the Chayei Adam in Hebrew, as opposed to Yiddish, as a guide to Halacha for the "average 17-year-old" (Ibid. Introduction 1). Similarly, Rabbi Yisrael Meir Kagan's purpose in writing the Mishnah Berurah was to "produce a work that could be studied daily so that Jews might know the proper procedures to follow minute by minute". The work was nevertheless written in Talmudic Hebrew and Aramaic, since, "the ordinary Jew [of Eastern Europe] of a century ago, was fluent enough in this idiom to be able to follow the Mishna Berurah without any trouble."
=== Revival ===
Hebrew has been revived several times as a literary language, most significantly by the Haskalah (Enlightenment) movement of early and mid-19th-century Germany. In the early 19th century, a form of spoken Hebrew had emerged in the markets of Jerusalem between Jews of different linguistic backgrounds to communicate for commercial purposes. This Hebrew dialect was to a certain extent a pidgin. Near the end of that century the Jewish activist Eliezer Ben-Yehuda, owing to the ideology of the national revival (שיבת ציון, Shivat Tziyon, later Zionism), began reviving Hebrew as a modern spoken language. Eventually, as a result of the local movement he created, but more significantly as a result of the new groups of immigrants known under the name of the Second Aliyah, it replaced a score of languages spoken by Jews at that time. Those languages were Jewish dialects of local languages, including Judaeo-Spanish (also called "Judezmo" and "Ladino"), Yiddish, Judeo-Arabic and Bukhori (Tajiki), or local languages spoken in the Jewish diaspora such as Russian, Persian and Arabic.
The major result of the literary work of the Hebrew intellectuals along the 19th century was a lexical modernization of Hebrew. New words and expressions were adapted as neologisms from the large corpus of Hebrew writings since the Hebrew Bible, or borrowed from Arabic (mainly by Ben-Yehuda) and older Aramaic and Latin. Many new words were either borrowed from or coined after European languages, especially English, Russian, German, and French. Modern Hebrew became an official language in British-ruled Palestine in 1921 (along with English and Arabic), and then in 1948 became an official language of the newly declared State of Israel. Hebrew is the most widely spoken language in Israel today.
In the Modern Period, from the 19th century onward, the literary Hebrew tradition revived as the spoken language of modern Israel, called variously Israeli Hebrew, Modern Israeli Hebrew, Modern Hebrew, New Hebrew, Israeli Standard Hebrew, Standard Hebrew and so on. Israeli Hebrew exhibits some features of Sephardic Hebrew from its local Jerusalemite tradition but adapts it with numerous neologisms, borrowed terms (often technical) from European languages and adopted terms (often colloquial) from Arabic.
The literary and narrative use of Hebrew was revived beginning with the Haskalah movement. The first secular periodical in Hebrew, Ha-Me'assef (The Gatherer), was published by maskilim in Königsberg (today's Kaliningrad) from 1783 onwards. In the mid-19th century, publications of several Eastern European Hebrew-language newspapers (e.g. Hamagid, founded in Ełk in 1856) multiplied. Prominent poets were Hayim Nahman Bialik and Shaul Tchernichovsky; there were also novels written in the language.
The revival of the Hebrew language as a mother tongue was initiated in the late 19th century by the efforts of Ben-Yehuda. He joined the Jewish national movement and in 1881 immigrated to Palestine, then a part of the Ottoman Empire. Motivated by the surrounding ideals of renovation and rejection of the diaspora "shtetl" lifestyle, Ben-Yehuda set out to develop tools for making the literary and liturgical language into everyday spoken language. However, his brand of Hebrew followed norms that had been replaced in Eastern Europe by different grammar and style, in the writings of people like Ahad Ha'am and others. His organizational efforts and involvement with the establishment of schools and the writing of textbooks pushed the vernacularization activity into a gradually accepted movement. It was not, however, until the 1904–1914 Second Aliyah that Hebrew had caught real momentum in Ottoman Palestine with the more highly organized enterprises set forth by the new group of immigrants. When the British Mandate of Palestine recognized Hebrew as one of the country's three official languages (English, Arabic, and Hebrew, in 1922), its new formal status contributed to its diffusion. A constructed modern language with a truly Semitic vocabulary and written appearance, although often European in phonology, was to take its place among the current languages of the nations.
While many saw his work as fanciful or even blasphemous (because Hebrew was the holy language of the Torah and therefore some thought that it should not be used to discuss everyday matters), many soon understood the need for a common language amongst Jews of the British Mandate who at the turn of the 20th century were arriving in large numbers from diverse countries and speaking different languages. A Committee of the Hebrew Language was established. After the establishment of Israel, it became the Academy of the Hebrew Language. The results of Ben-Yehuda's lexicographical work were published in a dictionary (The Complete Dictionary of Ancient and Modern Hebrew, Ben-Yehuda Dictionary). The seeds of Ben-Yehuda's work fell on fertile ground, and by the beginning of the 20th century, Hebrew was well on its way to becoming the main language of the Jewish population of both Ottoman and British Palestine. At the time, members of the Old Yishuv and a very few Hasidic sects, most notably those under the auspices of Satmar, refused to speak Hebrew and spoke only Yiddish.
In the Soviet Union, the use of Hebrew, along with other Jewish cultural and religious activities, was suppressed. Soviet authorities considered the use of Hebrew "reactionary" since it was associated with Zionism, and the teaching of Hebrew at primary and secondary schools was officially banned by the People's Commissariat for Education as early as 1919, as part of an overall agenda aiming to secularize education (the language itself did not cease to be studied at universities for historical and linguistic purposes). The official ordinance stated that Yiddish, being the spoken language of the Russian Jews, should be treated as their only national language, while Hebrew was to be treated as a foreign language. Hebrew books and periodicals ceased to be published and were seized from the libraries, although liturgical texts were still published until the 1930s. Despite numerous protests, a policy of suppression of the teaching of Hebrew operated from the 1930s on. Later in the 1980s in the USSR, Hebrew studies reappeared due to people struggling for permission to go to Israel (refuseniks). Several of the teachers were imprisoned, e.g. Yosef Begun, Ephraim Kholmyansky, Yevgeny Korostyshevsky and others responsible for a Hebrew learning network connecting many cities of the USSR.
=== Modern Hebrew ===
Standard Hebrew, as developed by Eliezer Ben-Yehuda, was based on Mishnaic spelling and Sephardi Hebrew pronunciation. However, the earliest speakers of Modern Hebrew had Yiddish as their native language and often introduced calques from Yiddish and phono-semantic matchings of international words.
Despite using Sephardic Hebrew pronunciation as its primary basis, modern Israeli Hebrew has adapted to Ashkenazi Hebrew phonology in some respects, mainly the following:
the elimination of pharyngeal articulation in the letters chet (ח) and ayin ( ע) by most Hebrew speakers.
the conversion of (ר) /r/ from an alveolar flap [ɾ] to a voiced uvular fricative [ʁ] or uvular trill [ʀ], by most of the speakers, like in most varieties of standard German or Yiddish. see Guttural R
the pronunciation (by many speakers) of tzere < ֵ > as [eɪ] in some contexts (sifréj and téjša instead of Sephardic sifré and tésha)
the partial elimination of vocal Shva < ְ > (zmán instead of Sephardic zĕman)
in popular speech, penultimate stress in proper names (Dvóra instead of Dĕvorá; Yehúda instead of Yĕhudá) and some other words
similarly in popular speech, penultimate stress in verb forms with a second person plural suffix (katávtem "you wrote" instead of kĕtavtém).The vocabulary of Israeli Hebrew is much larger than that of earlier periods. According to Ghil'ad Zuckermann:
The number of attested Biblical Hebrew words is 8198, of which some 2000 are hapax legomena (the number of Biblical Hebrew roots, on which many of these words are based, is 2099). The number of attested Rabbinic Hebrew words is less than 20,000, of which (i) 7879 are Rabbinic par excellence, i.e. they did not appear in the Old Testament (the number of new Rabbinic Hebrew roots is 805); (ii) around 6000 are a subset of Biblical Hebrew; and (iii) several thousand are Aramaic words which can have a Hebrew form. Medieval Hebrew added 6421 words to (Modern) Hebrew. The approximate number of new lexical items in Israeli is 17,000 (cf. 14,762 in Even-Shoshan 1970 [...]). With the inclusion of foreign and technical terms [...], the total number of Israeli words, including words of biblical, rabbinic and medieval descent, is more than 60,000.: 64–65
In Israel, Modern Hebrew is currently taught in institutions called Ulpanim (singular: Ulpan). There are government-owned, as well as private, Ulpanim offering online courses and face-to-face programs.
== Current status ==
Modern Hebrew is the primary official language of the State of Israel. As of 2013, there are about 9 million Hebrew speakers worldwide, of whom 7 million speak it fluently.Currently, 90% of Israeli Jews are proficient in Hebrew, and 70% are highly proficient. Some 60% of Israeli Arabs are also proficient in Hebrew, and 30% report having a higher proficiency in Hebrew than in Arabic. In total, about 53% of the Israeli population speaks Hebrew as a native language, while most of the rest speak it fluently. In 2013 Hebrew was the native language of 49% of Israelis over the age of 20, with Russian, Arabic, French, English, Yiddish and Ladino being the native tongues of most of the rest. Some 26% of immigrants from the former Soviet Union and 12% of Arabs reported speaking Hebrew poorly or not at all.Steps have been taken to keep Hebrew the primary language of use, and to prevent large-scale incorporation of English words into the Hebrew vocabulary. The Academy of the Hebrew Language of the Hebrew University of Jerusalem currently invents about 2,000 new Hebrew words each year for modern words by finding an original Hebrew word that captures the meaning, as an alternative to incorporating more English words into Hebrew vocabulary. The Haifa municipality has banned officials from using English words in official documents, and is fighting to stop businesses from using only English signs to market their services. In 2012, a Knesset bill for the preservation of the Hebrew language was proposed, which includes the stipulation that all signage in Israel must first and foremost be in Hebrew, as with all speeches by Israeli officials abroad. The bill's author, MK Akram Hasson, stated that the bill was proposed as a response to Hebrew "losing its prestige" and children incorporating more English words into their vocabulary.Hebrew is one of several languages for which the constitution of South Africa calls to be respected in their use for religious purposes. Also, Hebrew is an official national minority language in Poland, since 6 January 2005.
== Phonology ==
Biblical Hebrew had a typical Semitic consonant inventory, with pharyngeal /ʕ ħ/, a series of "emphatic" consonants (possibly ejective, but this is debated), lateral fricative /ɬ/, and in its older stages also uvular /χ ʁ/. /χ ʁ/ merged into /ħ ʕ/ in later Biblical Hebrew, and /b ɡ d k p t/ underwent allophonic spirantization to [v ɣ ð x f θ] (known as begadkefat). The earliest Biblical Hebrew vowel system contained the Proto-Semitic vowels /a aː i iː u uː/ as well as /oː/, but this system changed dramatically over time.
By the time of the Dead Sea Scrolls, /ɬ/ had shifted to /s/ in the Jewish traditions, though for the Samaritans it merged with /ʃ/ instead. The Tiberian reading tradition of the Middle Ages had the vowel system /a ɛ e i ɔ o u ă ɔ̆ ɛ̆/, though other Medieval reading traditions had fewer vowels.
A number of reading traditions have been preserved in liturgical use. In Oriental (Sephardi and Mizrahi) Jewish reading traditions, the emphatic consonants are realized as pharyngealized, while the Ashkenazi (northern and eastern European) traditions have lost emphatics and pharyngeals (although according to Ashkenazi law, pharyngeal articulation is preferred over uvular or glottal articulation when representing the community in religious service such as prayer and Torah reading), and show the shift of /w/ to /v/. The Samaritan tradition has a complex vowel system that does not correspond closely to the Tiberian systems.
Modern Hebrew pronunciation developed from a mixture of the different Jewish reading traditions, generally tending towards simplification. In line with Sephardi Hebrew pronunciation, emphatic consonants have shifted to their ordinary counterparts, /w/ to /v/, and [ɣ ð θ] are not present. Most Israelis today also merge /ʕ ħ/ with /ʔ χ/, do not have contrastive gemination, and pronounce /r/ as a uvular fricative [ʁ] or a voiced velar fricative [ɣ] rather than an alveolar trill, because of Ashkenazi Hebrew influences. The consonants /tʃ/ and /dʒ/ have become phonemic due to loan words, and /w/ has similarly been re-introduced.
=== Consonants ===
Notes:
Proto-Semitic *ś was still pronounced as [ɬ] in Biblical Hebrew, but no letter was available in the Phoenician alphabet, so the letter ש did double duty, representing both /ʃ/ and /ɬ/. Later on, however, /ɬ/ merged with /s/, but the old spelling was largely retained, and the two pronunciations of ש were distinguished graphically in Tiberian Hebrew as שׁ /ʃ/ vs. שׂ /s/ < /ɬ/.
Biblical Hebrew as of the 3rd century BCE apparently still distinguished the phonemes ġ versus ʻ and ḫ versus ḥ, as witnessed by transcriptions in the Septuagint. As in the case of /ɬ/, no letters were available to represent these sounds, and existing letters did double duty: ח for /χ/ and /ħ/ and ע for /ʁ/ and /ʕ/. In all of these cases, however, the sounds represented by the same letter eventually merged, leaving no evidence (other than early transcriptions) of the former distinctions.
Hebrew and Aramaic underwent begadkefat spirantization at a certain point, whereby the stop sounds /b ɡ d k p t/ were softened to the corresponding fricatives [v ɣ ð x f θ] (written ḇ ḡ ḏ ḵ p̄ ṯ) when occurring after a vowel and not geminated. This change probably happened after the original Old Aramaic phonemes /θ, ð/ disappeared in the 7th century BCE, and most likely occurred after the loss of Hebrew /χ, ʁ/ c. 200 BCE. It is known to have occurred in Hebrew by the 2nd century. After a certain point this alternation became contrastive in word-medial and final position (though bearing low functional load), but in word-initial position they remained allophonic. In Modern Hebrew, the distinction has a higher functional load due to the loss of gemination, although only the three fricatives /v χ f/ are still preserved (the fricative /x/ is pronounced /χ/ in modern Hebrew). (The others are pronounced like the corresponding stops, as Modern Hebrew pronunciation was based on the Sephardic pronunciation which lost the distinction)
== Grammar ==
Hebrew grammar is partly analytic, expressing such forms as dative, ablative and accusative using prepositional particles rather than grammatical cases. However, inflection plays a decisive role in the formation of verbs and nouns. For example, nouns have a construct state, called "smikhut", to denote the relationship of "belonging to": this is the converse of the genitive case of more inflected languages. Words in smikhut are often combined with hyphens. In modern speech, the use of the construct is sometimes interchangeable with the preposition "shel", meaning "of". There are many cases, however, where older declined forms are retained (especially in idiomatic expressions and the like), and "person"-enclitics are widely used to "decline" prepositions.
=== Morphology ===
Like all Semitic languages, the Hebrew language exhibits a pattern of stems consisting typically of "triliteral", or 3-consonant consonantal roots, from which nouns, adjectives, and verbs are formed in various ways: e.g. by inserting vowels, doubling consonants, lengthening vowels and/or adding prefixes, suffixes or infixes. 4-consonant roots also exist and became more frequent in the modern language due to a process of coining verbs from nouns that are themselves constructed from 3-consonant verbs. Some triliteral roots lose one of their consonants in most forms and are called "Nakhim" (Resting).
Hebrew uses a number of one-letter prefixes that are added to words for various purposes. These are called inseparable prepositions or "Letters of Use" (Hebrew: אותיות השימוש, romanized: Otiyot HaShimush). Such items include: the definite article ha- (/ha/) (= "the"); prepositions be- (/be/) (= "in"), le- (/le/) (= "to"; a shortened version of the preposition el), mi- (/mi/) (= "from"; a shortened version of the preposition min); conjunctions ve- (/ve/) (= "and"), she- (/ʃe/) (= "that"; a shortened version of the Biblical conjunction asher), ke- (/ke/) (= "as", "like"; a shortened version of the conjunction kmo).
The vowel accompanying each of these letters may differ from those listed above, depending on the first letter or vowel following it. The rules governing these changes are hardly observed in colloquial speech as most speakers tend to employ the regular form. However, they may be heard in more formal circumstances. For example, if a preposition is put before a word that begins with a moving Shva, then the preposition takes the vowel /i/ (and the initial consonant may be weakened): colloquial be-kfar (= "in a village") corresponds to the more formal bi-khfar.
The definite article may be inserted between a preposition or a conjunction and the word it refers to, creating composite words like mé-ha-kfar (= "from the village"). The latter also demonstrates the change in the vowel of mi-. With be, le and ke, the definite article is assimilated into the prefix, which then becomes ba, la or ka. Thus *be-ha-matos becomes ba-matos (= "in the plane"). This does not happen to mé (the form of "min" or "mi-" used before the letter "he"), therefore mé-ha-matos is a valid form, which means "from the airplane".
* indicates that the given example is grammatically non-standard.
=== Syntax ===
Like most other languages, the vocabulary of the Hebrew language is divided into verbs, nouns, adjectives and so on, and its sentence structure can be analyzed by terms like object, subject and so on.
Though early Biblical Hebrew had a VSO ordering, this gradually transitioned to a subject-verb-object ordering. Many Hebrew sentences have several correct orders of words.
In Hebrew, there is no indefinite article.
Hebrew sentences do not have to include verbs; the copula in the present tense is omitted. For example, the sentence "I am here" (אני פה ani po) has only two words; one for I (אני) and one for here (פה). In the sentence "I am that person" (אני הוא האדם הזה ani hu ha'adam ha'ze), the word for "am" corresponds to the word for "he" (הוא). However, this is usually omitted. Thus, the sentence (אני האדם הזה) is more often used and means the same thing.
Negative and interrogative sentences have the same order as the regular declarative one. A question that has a yes/no answer begins with "האם" (ha'im, an interrogative form of 'if'), but it is largely omitted in informal speech.
In Hebrew there is a specific preposition (את et) for direct objects that would not have a preposition marker in English. The English phrase "he ate the cake" would in Hebrew be הוא אכל את העוגה hu akhal et ha'ugah (literally, "He ate את the cake"). The word את, however, can be omitted, making הוא אכל העוגה hu akhal ha'ugah ("He ate the cake"). Former Israeli Prime Minister David Ben-Gurion was convinced that את should never be used as it elongates the sentence without adding meaning.
In spoken Hebrew את ה- et ha- is also often contracted to -תַ' ta-, e.g. ת'אנשים ta-anashim instead of את האנשים et ha-anashim (the ' indicates non-standard use). This phenomenon has also been found by researchers in the Bar Kokhba documents: מעיד אני עלי תשמים… שאני נותן תכבלים ברגליכם, writing תללו instead of את הללו, as well as תדקל and so on.
== Writing system ==
Users of the language write Modern Hebrew from right to left using the Hebrew alphabet – an "impure" abjad, or consonant-only script, of 22 letters. The ancient paleo-Hebrew alphabet resembles those used for Canaanite and Phoenician. Modern scripts derive from the "square" letter form, known as Ashurit (Assyrian), which developed from the Aramaic script. A cursive Hebrew script is used in handwriting: the letters tend to appear more circular in form when written in cursive, and sometimes vary markedly from their printed equivalents. The medieval version of the cursive script forms the basis of another style, known as Rashi script. When necessary, vowels are indicated by diacritic marks above or below the letter representing the syllabic onset, or by use of matres lectionis, which are consonantal letters used as vowels. Further diacritics may serve to indicate variations in the pronunciation of the consonants (e.g. bet/vet, shin/sin); and, in some contexts, to indicate the punctuation, accentuation and musical rendition of Biblical texts (see Hebrew cantillation).
== Liturgical use in Judaism ==
Hebrew has always been used as the language of prayer and study, and the following pronunciation systems are found.
Ashkenazi Hebrew, originating in Central and Eastern Europe, is still widely used in Ashkenazi Jewish religious services and studies in Israel and abroad, particularly in the Haredi and other Orthodox communities. It was influenced by Yiddish pronunciation.
Sephardi Hebrew is the traditional pronunciation of the Spanish and Portuguese Jews and Sephardi Jews in the countries of the former Ottoman Empire, with the exception of Yemenite Hebrew. This pronunciation, in the form used by the Jerusalem Sephardic community, is the basis of the Hebrew phonology of Israeli native speakers. It was influenced by Ladino pronunciation.
Mizrahi (Oriental) Hebrew is actually a collection of dialects spoken liturgically by Jews in various parts of the Arab and Islamic world. It was derived from the old Arabic language, and in some cases influenced by Sephardi Hebrew. Yemenite Hebrew or Temanit differs from other Mizrahi dialects by having a radically different vowel system, and distinguishing between different diacritically marked consonants that are pronounced identically in other dialects (for example gimel and "ghimel".)
These pronunciations are still used in synagogue ritual and religious study in Israel and elsewhere, mostly by people who are not native speakers of Hebrew. However, some traditionalist Israelis use liturgical pronunciations in prayer.
Many synagogues in the diaspora, even though Ashkenazi by rite and by ethnic composition, have adopted the "Sephardic" pronunciation in deference to Israeli Hebrew. However, in many British and American schools and synagogues, this pronunciation retains several elements of its Ashkenazi substrate, especially the distinction between tsere and segol.
== See also ==
== References ==
=== Notes ===
=== Citations ===
=== Sources ===
== External links ==
Works related to Hebrew language and literature at Wikisource
=== Government ===
Official website of the Academy of the Hebrew Language
Ma'agarim – The Historical Dictionary Project by the Academy of the Hebrew Language
Hebrew Phrases by the Israeli Ministry of Tourism
=== General information ===
Hebrew language at the Jewish Encyclopedia
A Guide to Hebrew at BBC Online
A Short History of the Hebrew Language by Chaim Menachem Rabin
Hebrew language at Curlie
=== Tutorials, courses and dictionaries ===
Hebrew language at the University of Texas at Austin College of Liberal Arts
Hebrew Basic Course by the Foreign Service Institute
Phonetically Transcribed Modern Hebrew Course Archived 26 May 2022 at the Wayback Machine by Polyglot Daniel Epstein
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Toronto
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Toronto is the most populous city in Canada and the capital city of the Canadian province of Ontario. With a recorded population of 2,794,356 in 2021, it is the fourth-most populous city in North America. The city is the anchor of the Golden Horseshoe, an urban agglomeration of 9,765,188 people (as of 2021) surrounding the western end of Lake Ontario, while the Greater Toronto Area proper had a 2021 population of 6,712,341. Toronto is an international centre of business, finance, arts, sports and culture, and is recognized as one of the most multicultural and cosmopolitan cities in the world.Indigenous peoples have travelled through and inhabited the Toronto area, located on a broad sloping plateau interspersed with rivers, deep ravines, and urban forest, for more than 10,000 years. After the broadly disputed Toronto Purchase, when the Mississauga surrendered the area to the British Crown, the British established the town of York in 1793 and later designated it as the capital of Upper Canada. During the War of 1812, the town was the site of the Battle of York and suffered heavy damage by American troops. York was renamed and incorporated in 1834 as the city of Toronto. It was designated as the capital of the province of Ontario in 1867 during Canadian Confederation. The city proper has since expanded past its original limits through both annexation and amalgamation to its current area of 630.2 km2 (243.3 sq mi).
The diverse population of Toronto reflects its current and historical role as an important destination for immigrants to Canada. More than half of residents were born outside of Canada, more than half of residents belong to a visible minority group, and over 200 distinct ethnic origins are represented among its inhabitants. While the majority of Torontonians speak English as their primary language, over 160 languages are spoken in the city. The mayor of Toronto is elected by direct popular vote to serve as the chief executive of the city. The Toronto City Council is a unicameral legislative body, comprising 25 councillors since the 2018 municipal election, representing geographical wards throughout the city.Toronto is a prominent centre for music, theatre, motion picture production, and television production, and is home to the headquarters of Canada's major national broadcast networks and media outlets. Its varied cultural institutions, which include numerous museums and galleries, festivals and public events, entertainment districts, national historic sites, and sports activities, attract over 43 million tourists each year. Toronto is known for its many skyscrapers and high-rise buildings, in particular the tallest free-standing structure on land outside of Asia, the CN Tower.The city is home to the Toronto Stock Exchange, the headquarters of Canada's five largest banks, and the headquarters of many large Canadian and multinational corporations. Its economy is highly diversified with strengths in technology, design, financial services, life sciences, education, arts, fashion, aerospace, environmental innovation, food services, and tourism. Toronto is the third-largest tech hub in North America after Silicon Valley and New York City, and the fastest growing.
== Toponymy ==
The word Toronto has been recorded with various spellings in French and English, including Tarento, Tarontha, Taronto, Toranto, Torento, Toronto, and Toronton. Taronto referred to "The Narrows", a channel of water through which Lake Simcoe discharges into Lake Couchiching where the Huron had planted tree saplings to corral fish. This narrows was called tkaronto by the Mohawk, meaning "where there are trees standing in the water," and was recorded as early as 1615 by Samuel de Champlain.
The word "Toronto", meaning "plenty" also appears in a 1632 French lexicon of the Huron language, which is also an Iroquoian language. It also appears on French maps referring to various locations, including Georgian Bay, Lake Simcoe, and several rivers. A portage route from Lake Ontario to Lake Huron running through this point, known as the Toronto Carrying-Place Trail, led to widespread use of the name.
The pronunciation of the city is broadly tə-RON-toh, which locals realize as [təˈɹɒno] or [ˈtʃɹɒno].
== History ==
=== Early history ===
The site of Toronto lay at the entrance to one of the oldest routes to the northwest, a route known and used by the Huron, Iroquois, and Ojibwe, and was of strategic importance from the beginning of Ontario's recorded history.In the 1660s, the Iroquois established two villages within what is today Toronto, Ganatsekwyagon (Bead Hill) on the banks of the Rouge River and Teiaiagon on the banks of the Humber River. By 1701, the Mississaugas had displaced the Iroquois, who abandoned the Toronto area at the end of the Beaver Wars, with most returning to their homeland in present-day New York state.French traders founded Fort Rouillé in 1750 (the current Exhibition grounds were later developed there), but abandoned it in 1759 during the Seven Years' War. The British defeated the French and their indigenous allies in the war, and the area became part of the British colony of Quebec in 1763.
During the American Revolutionary War, an influx of British settlers arrived there as United Empire Loyalists fled for the British-controlled lands north of Lake Ontario. The Crown granted them land to compensate for their losses in the Thirteen Colonies. The new province of Upper Canada was being created and needed a capital. In 1787, the British Lord Dorchester arranged for the Toronto Purchase with the Mississaugas of the New Credit First Nation, thereby securing more than a quarter of a million acres (1000 km2) of land in the Toronto area. Dorchester intended the location to be named Toronto. The first 25 years after the Toronto purchase were quiet, although "there were occasional independent fur traders" present in the area, with the usual complaints of debauchery and drunkenness.In 1793, Governor John Graves Simcoe established the town of York on the Toronto Purchase lands, naming it after Prince Frederick, Duke of York and Albany. Simcoe decided to move the Upper Canada capital from Newark (Niagara-on-the-Lake) to York, believing the new site would be less vulnerable to attack by the United States. The York garrison was built at the entrance of the town's natural harbour, sheltered by a long sand-bar peninsula. The town's settlement formed at the harbour's eastern end behind the peninsula, near the present-day intersection of Parliament Street and Front Street (in the "Old Town" area).
=== 19th century ===
In 1813, as part of the War of 1812, the Battle of York ended in the town's capture and plunder by United States forces. John Strachan negotiated the town's surrender. American soldiers destroyed much of the garrison and set fire to the parliament buildings during their five-day occupation. Because of the sacking of York, British troops retaliated later in the war with the burning of Washington, D.C.
York was incorporated as the City of Toronto on March 6, 1834, adopting the Indigenous name. Reformist politician William Lyon Mackenzie became the first mayor of Toronto and led the unsuccessful Upper Canada Rebellion of 1837 against the British colonial government.
Toronto's population of 9,000 included African-American slaves, some of whom were brought by the Loyalists, including Mohawk leader Joseph Brant, and fewer Black Loyalists, whom the Crown had freed (most of the latter were resettled in Nova Scotia). By 1834, refugee slaves from America's South were also immigrating to Toronto, settling in Canada to gain freedom. Slavery was banned outright in Upper Canada (and throughout the British Empire) in 1834. Torontonians integrated people of colour into their society. In the 1840s, an eating house at Frederick and King Streets, a place of mercantile prosperity in the early city, was operated by a black man named Bloxom.
As a major destination for immigrants to Canada, the city grew rapidly through the remainder of the 19th century. The first significant wave of immigrants were Irish, fleeing the Great Irish Famine; most of them were Catholic. By 1851, the Irish-born population had become the largest single ethnic group in the city. The Scottish and English population welcomed smaller numbers of Protestant Irish immigrants, some from what is now Northern Ireland, which gave the Orange Order significant and long-lasting influence over Toronto society. Almost every mayor of Toronto was a member of the Orange Order between 1850 and 1950, and the city was sometimes referred to as the “Belfast of Canada" because of Orange influence in municipal politics and administration.For brief periods, Toronto was twice the capital of the united Province of Canada: first from 1849 to 1852, following unrest in Montreal, and later 1856–1858. After this date, Quebec was designated as the capital until 1866 (one year before Canadian Confederation). Since then, the capital of Canada has remained Ottawa, Ontario.
Toronto became the capital of the province of Ontario after its official creation in 1867. The seat of government of the Ontario briefly returned to the same building that hosted the Third Parliament Building of Upper Canada, before moving to the Ontario Legislative Building at Queen's Park in 1893. Because of its provincial capital status, the city was also the location of Government House, the residence of the viceregal representative of the Crown in right of Ontario.
Long before the Royal Military College of Canada was established in 1876, supporters of the concept proposed military colleges in Canada. Staffed by British Regulars, adult male students underwent a three-month-long military course at the School of Military Instruction in Toronto. Established by Militia General Order in 1864, the school enabled officers of militia or candidates for commission or promotion in the Militia to learn military duties, drill and discipline, to command a company at Battalion Drill, to drill a company at Company Drill, the internal economy of a company, and the duties of a company's officer. The school was retained at Confederation, in 1867. In 1868, Schools of cavalry and artillery instruction were formed in Toronto.
In the 19th century, the city built an extensive sewage system to improve sanitation, and streets were illuminated with gas lighting as a regular service. Long-distance railway lines were constructed, including a route completed in 1854 linking Toronto with the Upper Great Lakes.
The Grand Trunk Railway and the Northern Railway of Canada joined in the building of the first Union Station in downtown. The advent of the railway dramatically increased the numbers of immigrants arriving, commerce and industry, as had the Lake Ontario steamers and schooners entering port before. These enabled Toronto to become a major gateway linking the world to the interior of the North American continent. Expanding port and rail facilities brought in northern timber for export and imported Pennsylvania coal. Industry dominated the waterfront for the next 100 years.
During the late-19th century, Toronto became the largest alcohol distillation (in particular, spirits) centre in North America. By the 1860s, the Gooderham and Worts Distillery operations became the world's largest whisky factory. A preserved section of this once dominant local industry remains in the Distillery District. The harbour allowed for sure access to grain and sugar imports used in processing.
Horse-drawn streetcars gave way to electric streetcars in 1891, when the city granted the operation of the transit franchise to the Toronto Railway Company. The public transit system passed into public ownership in 1921 as the Toronto Transportation Commission, later renamed the Toronto Transit Commission. The system now has the third-highest ridership of any city public transportation system in North America.
=== 20th century ===
The Great Toronto Fire of 1904 destroyed a large section of downtown Toronto. The fire destroyed more than 100 buildings. The fire claimed one victim, John Croft, who was an explosive expert clearing the ruins from the fire. It caused CA$10,387,000 in damage (roughly CA$277,600,000 in 2020 terms).The city received new European immigrant groups beginning in the late 19th century into the early 20th century, particularly Germans, French, Italians, and Jews. They were soon followed by Russians, Poles, and other Eastern European nations, in addition to the Chinese entering from the West. As the Irish before them, many of these migrants lived in overcrowded shanty-type slums, such as "the Ward," which was centred on Bay Street, now the heart of the country's Financial District.
As new migrants began to prosper, they moved to better housing in other areas, in what is now understood to be succession waves of settlement. Despite its fast-paced growth, by the 1920s, Toronto's population and economic importance in Canada remained second to the much longer established Montreal, Quebec. However, by 1934, the Toronto Stock Exchange had become the largest in the country.
In 1954, the City of Toronto and 12 surrounding municipalities were federated into a regional government known as Metropolitan Toronto. The postwar boom had resulted in rapid suburban development and it was believed a coordinated land-use strategy and shared services would provide greater efficiency for the region. The metropolitan government began to manage services that crossed municipal boundaries, including highways, police services, water and public transit. In that year, a half-century after the Great Fire of 1904, disaster struck the city again when Hurricane Hazel brought intense winds and flash flooding. In the Toronto area, 81 people were killed, nearly 1,900 families were left homeless, and the hurricane caused more than CA$25 million in damage.In 1967, the seven smallest municipalities of Metropolitan Toronto were merged with larger neighbours, resulting in a six-municipality configuration that included the former city of Toronto and the surrounding municipalities of East York, Etobicoke, North York, Scarborough, and York.In the decades after World War II, refugees from war-torn Europe and Chinese job-seekers arrived, as well as construction labourers, particularly from Italy and Portugal. Toronto's population grew to more than one million in 1951 when large-scale suburbanization began and doubled to two million by 1971. Following the elimination of racially based immigration policies by the late 1960s, Toronto became a destination for immigrants from all parts of the world. By the 1980s, Toronto had surpassed Montreal as Canada's most populous city and chief economic hub. During this time, in part owing to the political uncertainty raised by the resurgence of the Quebec sovereignty movement, many national and multinational corporations moved their head offices from Montreal to Toronto and Western Canadian cities.
On January 1, 1998, Toronto was greatly enlarged, not through traditional annexations, but as an amalgamation of the Municipality of Metropolitan Toronto and its six lower-tier constituent municipalities: East York, Etobicoke, North York, Scarborough, York, and the original city itself. They were dissolved by an act of the Government of Ontario, and formed into a single-tier City of Toronto (colloquially dubbed the "megacity") replacing all six governments.
The merger was proposed as a cost-saving measure by the Progressive Conservative provincial government under premier Mike Harris. The announcement touched off vociferous public objections. In March 1997, a referendum in all six municipalities produced a vote of more than 3:1 against amalgamation. However, municipal governments in Canada are creatures of the provincial governments, and referendums have little to no legal effect. The Harris government could thus legally ignore the results of the referendum, and did so in April when it tabled the City of Toronto Act. Both opposition parties held a filibuster in the provincial legislature, proposing more than 12,000 amendments that allowed residents on streets of the proposed megacity take part in public hearings on the merger and adding historical designations to the streets. This only delayed the bill's inevitable passage, given the Progressive Conservatives' majority.
North York mayor Mel Lastman became the first "megacity" mayor, and the 62nd mayor of Toronto, with his electoral victory. Lastman gained national attention after multiple snowstorms, including the January Blizzard of 1999, dumped 118 centimetres (46 in) of snow and effectively immobilized the city. He called in the Canadian Army to aid snow removal by use of their equipment to augment police and emergency services. The move was ridiculed by some in other parts of the country, fuelled in part by what was perceived as a frivolous use of resources.
=== 21st century ===
The city attracted international attention in 2003 when it became the centre of a major SARS (severe acute respiratory syndrome) outbreak. Public health attempts to prevent the disease from spreading elsewhere temporarily dampened the local economy. From August 14–17, 2003, the city was hit by a massive blackout which affected millions of Torontonians (it also affected most of Southern Ontario and parts of the United States), stranding some hundreds of people in tall buildings, knocking out traffic lights and suspending subway and streetcar service across the city during those aforementioned days.On March 6, 2009, the city celebrated the 175th anniversary of its inception as the City of Toronto in 1834. Toronto hosted the 4th G20 summit during June 26–27, 2010. This included the largest security operation in Canadian history. Following large-scale protests and rioting, law enforcement conducted the largest mass arrest (more than a thousand people) in Canadian history.
On July 8, 2013, severe flash flooding hit Toronto after an afternoon of slow-moving, intense thunderstorms. Toronto Hydro estimated 450,000 people were without power after the storm and Toronto Pearson International Airport reported 126 mm (5 in) of rain had fallen over five hours, more than during Hurricane Hazel. Within six months, from December 20 to 22, 2013, Toronto was brought to a near halt by the worst ice storm in the city's history, rivalling the severity of the 1998 Ice Storm (which mostly affected southeastern Ontario, and Quebec). At the height of the storm, over 300,000 Toronto Hydro customers had no electricity or heating. Toronto hosted WorldPride in June 2014, and the Pan and Parapan American Games in 2015.The city continues to grow and attract immigrants. A 2019 study by Toronto Metropolitan University (then known as Ryerson University) showed that Toronto was the fastest-growing city in North America. The city added 77,435 people between July 2017 and July 2018. The Toronto metropolitan area was the second-fastest-growing metropolitan area in North America, adding 125,298 persons, compared with 131,767 in the Dallas–Fort Worth–Arlington metroplex in Texas. The large growth in the Toronto metropolitan area is attributed to international migration to Toronto.The COVID-19 pandemic in Canada first occurred in Toronto and is among the hotspots in the country.
== Geography ==
Toronto covers an area of 630 square kilometres (243 sq mi), with a maximum north–south distance of 21 kilometres (13 mi). It has a maximum east–west distance of 43 km (27 mi) and it has a 46-kilometre (29 mi) long waterfront shoreline, on the northwestern shore of Lake Ontario. The Toronto Islands and Port Lands extend out into the lake, allowing for a somewhat sheltered Toronto Harbour south of the downtown core. An Outer Harbour was constructed southeast of downtown during the 1950s and 1960s and it is now used for recreation. The city's limits are formed by Lake Ontario to the south, the western boundary of Marie Curtis Park, Etobicoke Creek, Eglinton Avenue and Highway 427 to the west, Steeles Avenue to the north and the Rouge River and the Scarborough–Pickering Townline to the east.
=== Topography ===
The city is mostly flat or gentle hills and the land gently slopes upward away from the lake. The flat land is interrupted by the Toronto ravine system, which is cut by numerous creeks and rivers of the Toronto waterway system, most notably the Humber River in the west end, the Don River east of downtown (these two rivers flanking and defining the Toronto Harbour), and the Rouge River at the city's eastern limits. Most of the ravines and valley lands in Toronto today are parklands, and recreational trails are laid out along the ravines and valleys. The original town was laid out in a grid plan on the flat plain north of the harbour, and this plan was extended outwards as the city grew. The width and depth of several of the ravines and valleys are such that several grid streets, such as Finch Avenue, Leslie Street, Lawrence Avenue, and St. Clair Avenue, terminate on one side of a ravine or valley and continue on the other side. Toronto has many bridges spanning the ravines. Large bridges such as the Prince Edward Viaduct were built to span wide river valleys.
Despite its deep ravines, Toronto is not remarkably hilly, but its elevation does increase steadily away from the lake. Elevation differences range from 76.5 metres (251 ft) above sea level at the Lake Ontario shore to 209 m (686 ft) above sea level near the York University grounds in the city's north end at the intersection of Keele Street and Steeles Avenue. There are occasional hilly areas; in particular, midtown Toronto has a number of sharply sloping hills. Lake Ontario remains occasionally visible from the peaks of these ridges as far north as Eglinton Avenue, 7 to 8 kilometres (4.3 to 5.0 mi) inland.
The other major geographical feature of Toronto is its escarpments. During the last ice age, the lower part of Toronto was beneath Glacial Lake Iroquois. Today, a series of escarpments mark the lake's former boundary, known as the "Iroquois Shoreline". The escarpments are most prominent from Victoria Park Avenue to the mouth of Highland Creek where they form the Scarborough Bluffs. Other observable sections include the area near St. Clair Avenue West between Bathurst Street and the Don River, and north of Davenport Road from Caledonia to Spadina Road; the Casa Loma grounds sit above this escarpment.The geography of the lakeshore is greatly changed since the first settlement of Toronto. Much of the land on the north shore of the harbour is landfill, filled in during the late 19th century. Until then, the lakefront docks (then known as wharves) were set back farther inland than today. Much of the adjacent Port Lands on the east side of the harbour was a wetland filled in early in the 20th century. The shoreline from the harbour west to the Humber River has been extended into the lake. Further west, landfill has been used to create extensions of land such as Humber Bay Park.
The Toronto Islands were a natural peninsula until a storm in 1858 severed their connection to the mainland, creating a channel to the harbour. The peninsula was formed by longshore drift taking the sediments deposited along the Scarborough Bluffs shore and transporting them to the Islands area.
The other source of sediment for the Port Lands wetland and the peninsula was the deposition of the Don River, which carved a wide valley through the sedimentary land of Toronto and deposited it in the shallow harbour. The harbour and the channel of the Don River have been dredged numerous times for shipping. The lower section of the Don River was straightened and channelled in the 19th century. The former mouth drained into a wetland; today, the Don River drains into the harbour through a concrete waterway, the Keating Channel. To mitigate flooding in the area, as well as to create parkland, a second more natural mouth is being built to the south during the early 2020s, thereby creating Villiers Island.
=== Neighbourhoods and former municipalities ===
Toronto encompasses an area formerly administered by several separate municipalities that were amalgamated over the years. Each developed a distinct history and identity over the years, and their names remain in common use among Torontonians. Former municipalities include East York, Etobicoke, Forest Hill, Mimico, North York, Parkdale, Scarborough, Swansea, Weston and York. Throughout the city, there exists hundreds of small neighbourhoods and some larger neighbourhoods covering a few square kilometres.The many residential communities of Toronto express a character distinct from the skyscrapers in the commercial core. Victorian and Edwardian-era residential buildings can be found in enclaves such as Rosedale, Cabbagetown, The Annex, and Yorkville. The Wychwood Park neighbourhood, historically significant for the architecture of its homes, and for being one of Toronto's earliest planned communities, was designated as an Ontario Heritage Conservation district in 1985. The Casa Loma neighbourhood is named after "Casa Loma", a castle built in 1911 by Sir Henry Pellat, complete with gardens, turrets, stables, an elevator, secret passages, and a bowling alley. Spadina House is a 19th-century manor that is now a museum.
==== Old Toronto ====
The pre-amalgamation City of Toronto covers the downtown core and also older neighbourhoods to the east, west, and north of it. It is the most densely populated part of the city. The Financial District contains the First Canadian Place, Toronto-Dominion Centre, Scotia Plaza, Royal Bank Plaza, Commerce Court and Brookfield Place. This area includes, among others, the neighbourhoods of St. James Town, Garden District, St. Lawrence, Corktown, and Church and Wellesley. From that point, the Toronto skyline extends northward along Yonge Street.Old Toronto is also home to many historically wealthy residential enclaves, such as Yorkville, Rosedale, The Annex, Forest Hill, Lawrence Park, Lytton Park, Deer Park, Moore Park, and Casa Loma, most stretching away from downtown to the north.
East and west of downtown, neighbourhoods such as Kensington Market, Chinatown, Leslieville, Cabbagetown and Riverdale are home to bustling commercial and cultural areas as well as communities of artists with studio lofts, with many middle- and upper-class professionals.
Other neighbourhoods in the central city retain an ethnic identity, including two smaller Chinatowns, the Greektown area, Little Italy, Portugal Village, and Little India, among others.
==== Suburbs ====
The inner suburbs are contained within the former municipalities of York and East York. These are mature and traditionally working-class areas, consisting primarily of post–World War I small, single-family homes and small apartment blocks. Neighbourhoods such as Crescent Town, Thorncliffe Park, Weston, and Oakwood Village consist mainly of high-rise apartments, which are home to many new immigrant families. During the 2000s, many neighbourhoods have become ethnically diverse and have undergone gentrification as a result of increasing population, and a housing boom during the late 1990s and the early 21st century. The first neighbourhoods affected were Leaside and North Toronto, gradually progressing into the western neighbourhoods in York.
The outer suburbs comprising the former municipalities of Etobicoke (west), Scarborough (east) and North York (north) largely retain the grid plan laid before post-war development. Sections were long established and quickly growing towns before the suburban housing boom began and the emergence of metropolitan government, existing towns or villages such as Mimico, Islington and New Toronto in Etobicoke; Willowdale, Newtonbrook and Downsview in North York; Agincourt, Wexford and West Hill in Scarborough where suburban development boomed around or between these and other towns beginning in the late 1940s. Upscale neighbourhoods were built such as the Bridle Path in North York, the area surrounding the Scarborough Bluffs in Guildwood, and most of central Etobicoke, such as Humber Valley Village, and The Kingsway. One of largest and earliest "planned communities" was Don Mills, parts of which were first built in the 1950s. Phased development, mixing single-detached housing with higher-density apartment blocks, became more popular as a suburban model of development. Over the late 20th century and early 21st century, North York City Centre, Etobicoke City Centre and Scarborough City Centre have emerged as secondary business districts outside Downtown Toronto. High-rise development in these areas has given the former municipalities distinguishable skylines of their own, with high-density transit corridors serving them.
==== Industrial ====
In the 1800s, a thriving industrial area developed around Toronto Harbour and lower Don River mouth, linked by rail and water to Canada and the United States. Examples included the Gooderham and Worts Distillery, Canadian Malting Company, the Toronto Rolling Mills, the Union Stockyards and the Davies pork processing facility (the inspiration for the "Hogtown" nickname). This industrial area expanded west along the harbour and rail lines and was supplemented by the infilling of the marshlands on the east side of the harbour to create the Port Lands. A garment industry developed along lower Spadina Avenue, the "Fashion District". Beginning in the late 19th century, industrial areas were set up on the outskirts, such as West Toronto/The Junction, where the Stockyards relocated in 1903. The Great Fire of 1904 destroyed a large amount of industry in the downtown. Some of the companies moved west along King Street, some as far west as Dufferin Street; where the large Massey-Harris farm equipment manufacturing complex was located. Over time, pockets of industrial land mostly followed rail lines and later highway corridors as the city grew outwards. This trend continues to this day, the largest factories and distribution warehouses are in the suburban environs of Peel and York Regions; but also within the current city: Etobicoke (concentrated around Pearson Airport), North York, and Scarborough.
Many of Toronto's former industrial sites close to (or in) downtown have been redeveloped including parts of the Toronto waterfront, the rail yards west of downtown, and Liberty Village, the Massey-Harris district and large-scale development is underway in the West Don Lands.
The Gooderham & Worts Distillery produced spirits until 1990, and is preserved today as the "Distillery District", the largest and best-preserved collection of Victorian industrial architecture in North America. Some industry remains in the area, including the Redpath Sugar Refinery. Similar areas that retain their industrial character, but are now largely residential are the Fashion District, Corktown, and parts of South Riverdale and Leslieville. Toronto still has some active older industrial areas, such as Brockton Village, Mimico and New Toronto. In the west end of Old Toronto and York, the Weston/Mount Dennis and The Junction areas still contain factories, meat-packing facilities and rail yards close to medium-density residential, although the Junction's Union Stockyards moved out of Toronto in 1994.The brownfield industrial area of the Port Lands, on the east side of the harbour, is one area planned for redevelopment. Formerly a marsh that was filled in to create industrial space, it was never intensely developed — its land unsuitable for large-scale development — because of flooding and unstable soil.
It still contains numerous industrial uses, such as the Portlands Energy Centre power plant, some port facilities, some movie and TV production studios, a concrete processing facility and various low-density industrial facilities. The Waterfront Toronto agency has developed plans for a naturalized mouth to the Don River and to create a flood barrier around the Don, making more of the land on the harbour suitable for higher-value residential and commercial development.
A former chemicals plant site along the Don River is slated to become a large commercial complex and transportation hub.
=== Architecture ===
Toronto's buildings vary in design and age with many structures dating back to the early 19th century, while other prominent buildings were just newly built in the first decade of the 21st century. Lawrence Richards, a member of the Faculty of Architecture at the University of Toronto, has said, "Toronto is a new, brash, rag-tag place—a big mix of periods and styles." Bay-and-gable houses, mainly found in Old Toronto, are a distinct architectural feature of the city. Defining the Toronto skyline is the CN Tower, a telecommunications and tourism hub. Completed in 1976 at a height of 553.33 metres (1,815 ft 5 in), it was the world's tallest freestanding structure until 2007 when it was surpassed by Burj Khalifa in Dubai.Toronto is a city of high-rises, and had 1,875 buildings over 30 metres (98 ft) as of 2011.Through the 1960s and 1970s, significant pieces of Toronto's architectural heritage were demolished to make way for redevelopment or parking. In contrast, since 2000, amid the Canadian property bubble, Toronto has experienced a period of condo construction boom and architectural revival, with several buildings by world-renowned architects having opened. Daniel Libeskind's Royal Ontario Museum addition, Frank Gehry's remake of the Art Gallery of Ontario, and Will Alsop's distinctive OCAD University expansion are among the city's new showpieces. The mid-1800s Distillery District, on the eastern edge of downtown, has been redeveloped into a pedestrian-oriented arts, culture and entertainment neighbourhood. This construction boom has some observers call the phenomenon the Manhattanization of Toronto after the densely built island borough of New York City.
=== Climate ===
The city of Toronto has a hot summer humid continental climate (Köppen: Dfa), though was on the threshold of a warm summer humid continental climate (Dfb) until the 20th century due to the heat island effect but still found in the metropolitan region, with warm, humid summers and cold winters. According to the classification applied by Natural Resources Canada, the city of Toronto is in plant hardiness zone 7a. Some suburbs and nearby towns have lower zone ratings.The city experiences four distinct seasons, with considerable variance in length. As a result of the rapid passage of weather systems (such as high- and low-pressure systems), the weather is variable from day to day in all seasons. Owing to urbanization and its proximity to water, Toronto has a fairly low diurnal temperature range. The denser urbanscape makes for warmer nights year round; the average nighttime temperature is about 3.0 °C (5.40 °F) warmer in the city than in rural areas in all months. However, it can be noticeably cooler on many spring and early summer afternoons under the influence of a lake breeze, since Lake Ontario is cool relative to the air during these seasons. These lake breezes mostly occur in summer, bringing relief on hot days. Other low-scale maritime effects on the climate include lake-effect snow, fog, and delaying of spring- and fall-like conditions, known as seasonal lag.Winters are cold with frequent snow. During the winter months, temperatures are usually below 0 °C (32 °F). Toronto winters sometimes feature cold snaps when maximum temperatures remain below −10 °C (14 °F), often made to feel colder by wind chill. Occasionally, they can drop below −25 °C (−13 °F). Snowstorms, sometimes mixed with ice and rain, can disrupt work and travel schedules, while accumulating snow can fall anytime from November until mid-April. However, mild stretches also occur in most winters, melting accumulated snow. The summer months are characterized by very warm temperatures. Daytime temperatures are usually above 20 °C (68 °F), and often rise above 30 °C (86 °F). However, they can occasionally surpass 35 °C (95 °F) accompanied by high humidity. Spring and autumn are transitional seasons with generally mild or cool temperatures with alternating dry and wet periods. Daytime temperatures average around 10 to 12 °C (50 to 54 °F) during these seasons.
Precipitation is fairly evenly distributed throughout the year, but summer is usually the wettest season, the bulk falling during thunderstorms. The average yearly precipitation is about 831 mm (32.7 in), with an average annual snowfall of about 1,220 mm (48 in). Toronto experiences an average of 2,066 sunshine hours or 45 percent of daylight hours, varying between a low of 28 percent in December to 60% in July.
=== Parks ===
Toronto has a diverse array of public spaces, from city squares to public parks overlooking ravines. Nathan Phillips Square is the city's main square in downtown, contains the Toronto Sign, and forms the entrance to City Hall. Yonge–Dundas Square, near City Hall, has also gained attention in recent years as one of the busiest gathering spots in the city. Other squares include Harbourfront Square, on the Toronto waterfront, and the civic squares at the former city halls of the defunct Metropolitan Toronto, most notably Mel Lastman Square in North York. The Toronto Public Space Committee is an advocacy group concerned with the city's public spaces. In recent years, Nathan Phillips Square has been refurbished with new facilities, and the central waterfront along Queen's Quay West has been updated recently with a new street architecture and a new square next to Harbourfront Centre.
In the winter, Nathan Phillips Square, Harbourfront Centre, and Mel Lastman Square feature popular rinks for public ice-skating. Etobicoke's Colonel Sam Smith Trail opened in 2011 and is Toronto's first skating trail. Centennial Park and Earl Bales Park offer outdoor skiing and snowboarding slopes with a chairlift, rental facilities, and lessons. Several parks have marked cross-country skiing trails.
There are many large downtown parks, which include Allan Gardens, Christie Pits, Grange Park, Little Norway Park, Moss Park, Queen's Park, Riverdale Park and Trinity Bellwoods Park. An almost hidden park is the compact Cloud Gardens, which has both open areas and a glassed-in greenhouse, near Queen and Yonge. South of downtown are two large parks on the waterfront: Tommy Thompson Park on the Leslie Street Spit, which has a nature preserve, is open on weekends; and the Toronto Islands, accessible from downtown by ferry.
Large parks in the outer areas managed by the city include High Park, Humber Bay Park, Centennial Park, Downsview Park, Guild Park and Gardens, Sunnybrook Park and Morningside Park. Toronto also operates several public golf courses. Most ravine lands and river bank floodplains in Toronto are public parklands. After Hurricane Hazel in 1954, construction of buildings on floodplains was outlawed, and private lands were bought for conservation. In 1999, Downsview Park, a former military base in North York, initiated an international design competition to realize its vision of creating Canada's first urban park. The winner, "Tree City", was announced in May 2000. Approximately 8,000 hectares (20,000 acres), or 12.5 percent of Toronto's land base is maintained parkland. Morningside Park is the largest park managed by the city, which is 241.46 hectares (596.7 acres) in size.In addition to public parks managed by the municipal government, parts of Rouge National Urban Park, the largest urban park in North America, is in the eastern portion of Toronto. Managed by Parks Canada, the national park is centred around the Rouge River and encompasses several municipalities in the Greater Toronto Area.
== Demographics ==
In the 2021 Census of Population conducted by Statistics Canada, Toronto had a population of 2,794,356 living in 1,160,892 of its 1,253,238 total private dwellings, a change of 2.3% from its 2016 population of 2,731,571. With a land area of 631.1 km2 (243.7 sq mi), it had a population density of 4,427.8/km2 (11,467.8/sq mi) in 2021.At the census metropolitan area (CMA) level in the 2021 census, the Toronto CMA had a population of 6,202,225 living in 2,262,473 of its 2,394,205 total private dwellings, a change of 4.6% from its 2016 population of 5,928,040. With a land area of 5,902.75 km2 (2,279.06 sq mi), it had a population density of 1,050.7/km2 (2,721.4/sq mi) in 2021.In 2016, persons aged 14 years and under made up 14.5 per cent of the population, and those aged 65 years and over made up 15.6 per cent. The median age was 39.3 years. The city's gender population is 48 per cent male and 52 per cent female. Women outnumber men in all age groups 15 and older.The 2021 census reported that immigrants (individuals born outside Canada) comprise 1,286,145 persons or 46.6% of the total population of Toronto. Of the total immigrant population, the top countries of origin were Philippines (132,980 persons or 10.3%), China (129,750 persons or 10.1%), India (102,155 persons or 7.9%), Sri Lanka (47,895 persons or 3.7%), Jamaica (42,655 persons or 3.3%), Italy (37,705 persons or 2.9%), Iran (37,185 persons or 2.9%), Hong Kong (36,855 persons or 2.9%), United Kingdom (35,585 persons or 2.8%), and Portugal (34,360 persons or 2.7%).The city's foreign-born persons made up 47 per cent of the population, compared to 49.9 per cent in 2006. According to the United Nations Development Programme, Toronto has the second-highest percentage of constant foreign-born population among world cities, after Miami, Florida. While Miami's foreign-born population has traditionally consisted primarily of Cubans and other Latin Americans, no single nationality or culture dominates Toronto's immigrant population, placing it among the most diverse cities in the world. In 2010, it was estimated over 100,000 immigrants arrive in the Greater Toronto Area each year.
=== Race and ethnicity ===
In 2016, the three most commonly reported ethnic origins overall were Chinese (332,830 or 12.5 per cent), English (331,890 or 12.3 per cent) and Canadian (323,175 or 12.0 per cent). Common regions of ethnic origin were European (47.9 per cent), Asian (including Middle-Eastern – 40.1 per cent), African (5.5 per cent), Latin/Central/South American (4.2 per cent), and North American aboriginal (1.2 per cent).
In 2016, 51.5 per cent of the residents of the city proper belonged to a visible minority group, compared to 49.1 per cent in 2011, and 13.6 per cent in 1981. The largest visible minority groups were South Asian (Indian, Pakistani, Sri Lankan at 338,960 or 12.6 per cent), East Asian (Chinese at 332,830 or 12.5 per cent), and Black (239,850 or 8.9 per cent). Visible minorities are projected to increase to 63 per cent of the city's population by 2031.
This diversity is reflected in Toronto's ethnic neighbourhoods, which include Chinatown, Corso Italia, Greektown, Kensington Market, Koreatown, Little India, Little Italy, Little Jamaica, Little Portugal and Roncesvalles (Polish community).
=== Religion ===
According to the 2021 census, religious groups in Toronto included:
Christianity (1,274,450 persons or 46.2%)
No religion and secular perspectives (845,615 persons or 30.6%)
Islam (264,155 persons or 9.6%)
Hinduism (171,980 persons or 6.2%)
Judaism (99,390 persons or 3.6%)
Buddhism (62,475 persons or 2.3%)
Sikhism (21,545 persons or 0.8%)
Indigenous Spirituality (935 persons or <0.1%)
Other (20,730 persons or 0.8%)
=== Language ===
English is the predominant language spoken by Torontonians with approximately 95 per cent of residents having proficiency in the language, although only 54.7 per cent of Torontonians reported English as their mother tongue. Greater Toronto English, or simply Toronto slang, is a dialect found primarily in Toronto, primarily spoken by youths. English is one of two official languages of Canada, with the other being French. Approximately 1.6 per cent of Torontonians reported French as their mother tongue, although 9.1 per cent reported being bilingual in both official languages. In addition to services provided by the federal government, provincial services in Toronto are available in both official languages as a result of the French Language Services Act. Approximately 4.9 per cent of Torontonians reported having no knowledge in either of the official languages of the country.Because the city is also home to many other languages, municipal services, most notably its 9-1-1 emergency telephone service, is equipped to respond in over 150 languages. In the 2001 Canadian census, the collective varieties of Chinese and Italian are the most widely spoken languages at work after English. Approximately 55 per cent of respondents who reported proficiency in a Chinese language reported knowledge in Mandarin in the 2016 census.
== Economy ==
Toronto is an international centre for business and finance. Generally considered the financial and industrial capital of Canada, Toronto has a high concentration of banks and brokerage firms on Bay Street in the Financial District. The Toronto Stock Exchange is the world's seventh-largest stock exchange by market capitalization. The five largest financial institutions of Canada, collectively known as the Big Five, have national offices in Toronto.
The city is an important centre for the media, publishing, telecommunication, information technology and film production industries; it is home to Bell Media, Rogers Communications, and Torstar. Other prominent Canadian corporations in the Greater Toronto Area include Magna International, Celestica, Manulife, Sun Life Financial, the Hudson's Bay Company, and major hotel companies and operators, such as Four Seasons Hotels and Fairmont Hotels and Resorts.
Although much of the region's manufacturing activities take place outside the city limits, Toronto continues to be a wholesale and distribution point for the industrial sector. The city's strategic position along the Quebec City–Windsor Corridor within the Great Lakes megalopolis and its road and rail connections help support the nearby production of motor vehicles, iron, steel, food, machinery, chemicals and paper. The completion of the Saint Lawrence Seaway in 1959 gave ships access to the Great Lakes from the Atlantic Ocean.
Toronto's unemployment rate was 6.7 percent as of July 2016. According to the website Numbeo, Toronto's cost of living plus rent index was second highest in Canada (of 31 cities). The local purchasing power was the sixth lowest in Canada, mid-2017. The average monthly social assistance caseload for January to October 2014 was 92,771. The number of seniors living in poverty increased from 10.5 percent in 2011 to 12.1 percent in 2014. Toronto's 2013 child poverty rate was 28.6 percent, the highest among large Canadian cities of 500,000 or more residents.
=== Bay Street ===
The Financial District in Toronto centres on Bay Street, the equivalent to Wall Street in New York. The city hosts the headquarters of all five of Canada's largest banks, Royal Bank of Canada, Toronto-Dominion Bank, Scotiabank, Bank of Montreal and Canadian Imperial Bank of Commerce, and was ranked as the safest banking system in the world between 2007 and 2014 according to the World Economic Forum. Toronto's economy has seen a steady boom in growth thanks to a large number of corporations relocating their Canadian headquarters into the city, and Canada's growing cultural significance, resulting in a number of companies setting up shop in Toronto.
=== Media and entertainment ===
Toronto is Canada's largest media market, and has four conventional dailies, two alt-weeklies, and three free commuter papers in a greater metropolitan area of about 6 million inhabitants. The Toronto Star and the Toronto Sun are the prominent daily city newspapers, while national dailies The Globe and Mail and the National Post are also headquartered in the city. The Toronto Star, The Globe and Mail, and National Post are broadsheet newspapers. StarMetro is distributed as free commuter newspapers. Several magazines and local newspapers cover Toronto, including Now and Toronto Life, while numerous magazines are produced in Toronto, such as Canadian Business, Chatelaine, Flare and Maclean's. Daily Hive, Western Canada's largest online-only publication, opened their Toronto office in 2016. Toronto contains the headquarters of the major English-language Canadian television networks CBC, CTV, Citytv, Global, The Sports Network (TSN) and Sportsnet. Much (formerly MuchMusic), M3 (formerly MuchMore) and MTV Canada are the main music television channels based in the city, though they no longer primarily show music videos as a result of channel drift.
==== Film production ====
Toronto is one of the centres of Canada's film and television industry, due in part to the lower cost of production in Canada. The city's streets and landmarks are seen in a variety of films, mimicking the scenes of American cities such as Chicago and New York. The city provides a diversity of settings and neighbourhoods to shoot films, with production facilitated by Toronto's Film and Television Office. Toronto's film industry has extended beyond the Toronto CMA into adjoining cities such as Hamilton and Oshawa.
=== Real estate ===
Real estate is a major force in the city's economy, Toronto is home to some of the nation's—and the world's—most expensive real estate. The Toronto Regional Real Estate Board (TRREB), formerly the Toronto Real Estate Board, is a non-profit professional association of registered real estate brokers and salespeople in Toronto, and parts of the Greater Toronto Area. TRREB was formed in 1920. Many large real estate investment trusts are based in Toronto.
=== Technology and biotech ===
Toronto is a large hub of the Canadian and global technology industry, generating $52 billion in revenues annually. In 2017, Toronto tech firms offered almost 30,000 jobs which is higher than the combination of San Francisco Bay area, Seattle and Washington, D.C. The area bound between the Greater Toronto Area, the region of Waterloo and the city of Hamilton was termed a "digital corridor" by the Branham Group, a region highly concentrated with technology companies and jobs similar to Silicon Valley in California. It is the third largest center for information and communications technology in North America, coming in behind New York City and Silicon Valley, with over 168,000 people and 15,000 companies working in the Toronto technology sector alone. Toronto is also home to a large startup ecosystem. In 2013, the city was ranked as the 8th best startup scene in the world and 3rd when it came to performance and support.
=== Tourism ===
In 2018, 27.5 million tourists visited Toronto, generating $10.3 billion (~$11.1 billion in 2021) in economic activity. The Toronto Eaton Centre receives over 47 million visitors per year. Other commercial areas popular with tourists include the Path network, which is the world's largest underground shopping complex, as well as Kensington Market and St. Lawrence Market. The Toronto Islands are close to downtown Toronto, and do not permit private motor vehicles beyond the airport. Other tourist attractions include the CN Tower, Casa Loma, Toronto's theaters and musicals, Yonge-Dundas Square, and Ripley's Aquarium of Canada.
The Royal Ontario Museum is a museum of world culture and natural history. The Toronto Zoo is home to over 5,000 animals representing over 460 distinct species. The Art Gallery of Ontario contains a large collection of Canadian, European, African and contemporary artwork, and also plays host to exhibits from museums and galleries all over the world. The Gardiner Museum of ceramic art is the only museum in Canada entirely devoted to ceramics, and the Museum's collection contains more than 2,900 ceramic works from Asia, the Americas, and Europe. The city also hosts the Ontario Science Centre, the Bata Shoe Museum, and Textile Museum of Canada.
Other prominent art galleries and museums include the Design Exchange, the Museum of Inuit Art, the TIFF Bell Lightbox, the Museum of Contemporary Art Toronto Canada, the Institute for Contemporary Culture, the Toronto Sculpture Garden, the CBC Museum, the Redpath Sugar Museum, the University of Toronto Art Centre, Hart House, the TD Gallery of Inuit Art, Little Canada and the Aga Khan Museum. The city also runs its own museums, which include the Spadina House.
The Don Valley Brick Works is a former industrial site that opened in 1889 and was partly restored as a park and heritage site in 1996, with further restoration being completed in stages since then. The Canadian National Exhibition ("The Ex") is held annually at Exhibition Place, and is the oldest annual fair in the world. The Ex has an average attendance of 1.25 million.City shopping areas include the Yorkville neighbourhood, Queen West, Harbourfront, the Entertainment District, the Financial District, and the St. Lawrence Market neighbourhood. The Eaton Centre is Toronto's most popular tourist attraction with over 52 million visitors annually.
Greektown on the Danforth is home to the annual "Taste of the Danforth" festival which attracts over one million people in 2+1⁄2 days. Toronto is also home to Casa Loma, the former estate of Sir Henry Pellatt, a prominent Toronto financier, industrialist and military man. Other notable neighbourhoods and attractions in Toronto include The Beaches, the Toronto Islands, Kensington Market, Fort York, and the Hockey Hall of Fame.
== Education ==
=== Primary and secondary education ===
There are four public school boards that provide elementary and secondary education in Toronto, the Conseil scolaire catholique MonAvenir, the Conseil scolaire Viamonde (CSV), the Toronto Catholic District School Board (TCDSB), and the Toronto District School Board (TDSB). CSV and TDSB are secular public school boards, whereas MonAvenir and TCDSB are separate public school boards. CSV and MonAvenir are French first language school boards, whereas TCDSB and TDSB are English first language school boards.
TDSB operates the most schools among the four Toronto-based school boards, with 451 elementary schools, 105 secondary schools, and five adult learning centres. TCDSB operates 163 elementary schools, 29 secondary schools, three combined institutions, and one adult learning centre. CSV operates 11 elementary schools, and three secondary schools in the city. MonAvenir operates nine elementary schools, and three secondary schools in Toronto.
=== Postsecondary education ===
Five public universities are based in Toronto. Four of these universities are based in downtown Toronto: OCAD University, Toronto Metropolitan University, the Université de l'Ontario français, and the University of Toronto. The University of Toronto also operates two satellite campuses, one of which is in the city's eastern district of Scarborough, while the other is in the neighbouring city of Mississauga. York University is the only Toronto-based university not situated in downtown Toronto, maintaining a primary campus in the northwestern portion of North York and a secondary campus in midtown Toronto. The University of Guelph, based in Guelph, also operates a satellite campus in northwestern Etobicoke together with Humber College, called the University of Guelph-Humber.
There are four diploma and degree granting colleges based in Toronto. These four colleges, Centennial College, George Brown College, Humber College, and Seneca College, operate several campuses throughout the city. The city is also home to a satellite campus of Collège Boréal, a French first language college.
The city is also home to several supplementary schools, seminaries, and vocational schools. Examples of such institutions include The Royal Conservatory of Music, which includes the Glenn Gould School; the Canadian Film Centre, a media training institute founded by filmmaker Norman Jewison; and Tyndale University, a Christian post-secondary institution and Canada's largest seminary.
== Human resources ==
=== Public health ===
Toronto is home to twenty public hospitals, including The Hospital for Sick Children, Mount Sinai Hospital, St. Michael's Hospital, North York General Hospital, Toronto General Hospital, Toronto Western Hospital, Etobicoke General Hospital, St. Joseph's Health Centre, Scarborough General Hospital, Birchmount Hospital, Centenary Hospital, Sunnybrook Health Sciences Centre, Centre for Addiction and Mental Health (CAMH), and Princess Margaret Cancer Centre, many of which are affiliated with the University of Toronto Faculty of Medicine.
Specialized hospitals are also outside of the downtown core. These hospitals include the Baycrest Health Sciences geriatric hospital and the Holland Bloorview Kids Rehabilitation Hospital for children with disabilities.
Toronto's Discovery District is a centre of research in biomedicine. It is on a 2.5-square-kilometre (620-acre) research park that is integrated into Toronto's downtown core. It is also home to the MaRS Discovery District, which was created in 2000 to capitalize on the research and innovation strength of the Province of Ontario. Another institute is the McLaughlin Centre for Molecular Medicine (MCMM).
Toronto is also host to a wide variety of health-focused non-profit organizations that work to address specific illnesses for Toronto, Ontario and Canadian residents. Organizations include Crohn's and Colitis Canada, the Heart and Stroke Foundation of Canada, the Canadian Cancer Society, the Alzheimer Society of Canada, and Alzheimer Society of Ontario, all located in the same office at Yonge–Eglinton, the Leukemia & Lymphoma Society of Canada, the Canadian Breast Cancer Foundation, the Canadian Foundation for AIDS Research, Cystic Fibrosis Canada, the Canadian Mental Health Association, and the ALS Society of Canada.
In 2022, 187 homeless people died in Toronto, with 47 percent dying of drug toxicity, the leading cause. Toronto Public Health described it as an "urgent public health issue", and has responded by opening supervised drug consumption sites, and by advocating for the allowance of personal drug possession.
=== Public library ===
Toronto Public Library is the largest public library system in Canada, and in 2008 had averaged a higher circulation per capita than any other public library system internationally, making it the largest neighbourhood-based library system in the world. Within North America, it also had the highest circulation and visitors when compared to other large urban systems.Established as the library of the Mechanics' Institute in 1830, the Toronto Public Library now consists of 100 branch libraries and has over 12 million items in its collection.
== Culture and contemporary life ==
Toronto's theatre and performing arts scene has more than fifty ballet and dance companies, six opera companies, two symphony orchestras and a host of theatres. The city is home to the National Ballet of Canada, the Canadian Opera Company, the Toronto Symphony Orchestra, the Canadian Electronic Ensemble, and the Canadian Stage Company. Notable performance venues include the Four Seasons Centre for the Performing Arts, Roy Thomson Hall, the Princess of Wales Theatre, the Royal Alexandra Theatre, Massey Hall, the Meridian Arts Centre (formerly the Toronto Centre for the Arts), the Elgin and Winter Garden Theatres, and the Meridian Hall (originally the "O'Keefe Centre" and formerly the "Hummingbird Centre" and the "Sony Centre for the Performing Arts").
Ontario Place features the world's first permanent IMAX movie theatre, the Cinesphere, as well as the Budweiser Stage (formerly Molson Amphitheatre), an open-air venue for music concerts. In spring 2012, Ontario Place closed after a decline in attendance over the years. Although the Budweiser Stage and harbour still operate, the park and Cinesphere are no longer in use. There are ongoing plans to revitalise Ontario Place.
Each summer, the Canadian Stage Company presents an outdoor Shakespeare production in Toronto's High Park called "Dream in High Park". Canada's Walk of Fame acknowledges the achievements of successful Canadians, with a series of stars on designated blocks of sidewalks along King Street and Simcoe Street.
The production of domestic and foreign film and television is a major local industry. As of 2011, Toronto ranks as the third largest production centre for film and television after Los Angeles and New York City, sharing the nickname "Hollywood North" with Vancouver. The Toronto International Film Festival is an annual event celebrating the international film industry. Another prestigious film festival is the Take 21 (formerly the Toronto Student Film Festival), which screens the works of students 12–18 years of age from many different countries across the globe.
Toronto's Caribana (formerly known as Scotiabank Caribbean Carnival) takes place from mid-July to early August of every summer. Primarily based on the Trinidad and Tobago Carnival, the first Caribana took place in 1967 when the city's Caribbean community celebrated Canada's Centennial. More than forty years later, it has grown to attract one million people to Toronto's Lake Shore Boulevard annually. Tourism for the festival is in the hundred thousands, and each year, the event generates over $400 million in revenue into Ontario's economy.One of the largest events in the city, Pride Week takes place in late June, and is one of the largest LGBT festivals in the world.
== Sports ==
Toronto is represented in five major league sports, with teams in the National Hockey League (NHL), Major League Baseball (MLB), National Basketball Association (NBA), Canadian Football League (CFL), and Major League Soccer (MLS). It was formerly represented in a sixth and seventh; the USL W-League that announced on November 6, 2015, that it would cease operation ahead of 2016 season and the Canadian Women's Hockey League ceased operations in May 2019. The city's major sports venues include the Scotiabank Arena (formerly Air Canada Centre), Rogers Centre (formerly SkyDome), Coca-Cola Coliseum (formerly Ricoh Coliseum), and BMO Field. Toronto is one of five North American cities (alongside Chicago, Los Angeles, Washington, D.C., and the New York Tri-state area) to have won titles in its five major leagues (MLB, NHL, NBA, MLS and either NFL or CFL), and the only one to have done so in the Canadian Football League.
Historic sports clubs of Toronto include the Granite Club (established in 1836), the Royal Canadian Yacht Club (established in 1852), the Toronto Cricket Skating and Curling Club (established before 1827), the Argonaut Rowing Club (established in 1872), the Toronto Lawn Tennis Club (established in 1881), and the Badminton and Racquet Club (established in 1924).
=== Professional sports ===
Toronto is home to the Toronto Maple Leafs, one of the NHL's Original Six clubs, and has also served as home to the Hockey Hall of Fame since 1958. The city had a rich history of hockey championships. Along with the Maple Leafs' 13 Stanley Cup titles, the Toronto Marlboros and St. Michael's College School-based Ontario Hockey League teams, combined, have won a record 12 Memorial Cup titles. The Toronto Marlies of the American Hockey League also play in Toronto at Coca-Cola Coliseum and are the farm team for the Maple Leafs. The Toronto Six, the first Canadian franchise in the National Women's Hockey League, began play with the 2020–21 season.
The city is home to the Toronto Blue Jays MLB baseball team. The team has won two World Series titles (1992, 1993). The Blue Jays play their home games at the Rogers Centre in the downtown core. Toronto has a long history of minor-league professional baseball dating back to the 1800s, culminating in the Toronto Maple Leafs baseball team, whose owner first proposed an MLB team for Toronto.The Toronto Raptors basketball team entered the NBA in 1995, and have since earned eleven playoff spots and five Atlantic Division titles in 24 seasons. They won their first NBA title in 2019. The Raptors are the only NBA team with their own television channel, NBA TV Canada. They play their home games at Scotiabank Arena, which is shared with the Maple Leafs. In 2016, Toronto hosted the 65th NBA All-Star game, the first to be held outside the United States.
The city is represented in Canadian football by the CFL's Toronto Argonauts, which was founded in 1873. The club has won 18 Grey Cup Canadian championship titles. The club's home games are played at BMO Field.
Toronto is represented in soccer by the Toronto FC MLS team, who have won seven Canadian Championship titles, as well as the MLS Cup in 2017 and the Supporters' Shield for best regular season record, also in 2017. They share BMO Field with the Toronto Argonauts. Toronto has a high level of participation in soccer across the city at several smaller stadiums and fields. Toronto FC had entered the league as an expansion team in 2007.The Toronto Rock is the city's National Lacrosse League team. They won five National Lacrosse League Cup titles in seven years in the late 1990s and the first decade of the 21st century, appearing in an NLL-record five straight championship games from 1999 to 2003, and are first all-time in the number of Champion's Cups won. The Rock formerly shared the Scotiabank Arena with the Maple Leafs and the Raptors, However, the Toronto Rock moved to the nearby city of Hamilton while retaining its Toronto name.
The Toronto Wolfpack became Canada's first professional rugby league team and the world's first transatlantic professional sports team when they began play in the Rugby Football League's League One competition in 2017. Due to COVID-19 restrictions on international travel the team withdrew from the Super League in 2020 with its future uncertain. The rugby club's ownership changed in 2021, now 'Team Wolfpack' will play in the newly formed North American Rugby League tournament.Toronto is home to the Toronto Rush, a semi-professional ultimate team that competes in the American Ultimate Disc League (AUDL). Ultimate (disc), in Canada, has its beginning roots in Toronto, with 3300 players competing annually in the Toronto Ultimate Club (League).Toronto has hosted several National Football League (NFL) exhibition games at the Rogers Centre. Ted Rogers leased the Buffalo Bills from Ralph Wilson for the purposes of having the Bills play eight home games in the city between 2008 and 2013.
=== Collegiate sports ===
The University of Toronto in downtown Toronto was where the first recorded college football game was held in November 1861. Many post-secondary institutions in Toronto are members of U Sports or the Canadian Collegiate Athletic Association, the former for universities and the latter for colleges.
Toronto was home to the International Bowl, an NCAA sanctioned post-season college football game that pitted a Mid-American Conference team against a Big East Conference team. From 2007 to 2010, the game was played at Rogers Centre annually in January.
=== Events ===
Toronto, along with Montreal, hosts an annual tennis tournament called the Canadian Open (not to be confused with the identically named golf tournament) between the months of July and August. In odd-numbered years, the men's tournament is held in Montreal, while the women's tournament is held in Toronto, and vice versa in even-numbered years.
The city hosts the Toronto Waterfront Marathon annually, one of the World Athletics Label Road Races. Toronto also hosts the annual Grand Prix of Toronto car race (officially named Honda Indy Toronto), part of the IndyCar Series schedule, held on a street circuit at Exhibition Place. It was known previously as the Champ Car's Molson Indy Toronto from 1986 to 2007. Both thoroughbred and standardbred horse racing events are conducted at Woodbine Racetrack in Rexdale.
Toronto hosted the 2015 Pan American Games in July 2015, and the 2015 Parapan American Games in August 2015. It beat the cities of Lima, Peru and Bogotá, Colombia, to win the rights to stage the games. The games were the largest multi-sport event ever to be held in Canada (in terms of athletes competing), double the size of the 2010 Winter Olympics in Vancouver, British Columbia.Toronto was a candidate city for the 1996 and 2008 Summer Olympics, which were awarded to Atlanta and Beijing respectively.Toronto was named as one of 16 cities in North America (and one of two Canadian cities) to host matches for the 2026 FIFA World Cup.
== Government and politics ==
=== Government ===
Toronto is a single-tier municipality governed by a mayor–council system. The structure of the municipal government is stipulated by the City of Toronto Act. The mayor of Toronto is elected by direct popular vote to serve as the chief executive of the city. The Toronto City Council is a unicameral legislative body, comprising 25 councillors, since the 2018 municipal election, representing geographical wards throughout the city. The mayor and members of the city council serve four-year terms without term limits. (Until the 2006 municipal election, the mayor and city councillors served three-year terms.)
As of 2016, the city council has twelve standing committees, each consisting of a chair (some have a vice-chair), and a number of councillors. The mayor names the committee chairs and the remaining members of the committees are appointed by city council. An executive committee is formed by the chairs of each of standing committee, along with the mayor, the deputy mayor and four other councillors. Councillors are also appointed to oversee the Toronto Transit Commission and the Toronto Police Services Board.
The city has four community councils that consider local matters. City council has delegated final decision-making authority on local, routine matters, while others—like planning and zoning issues—are recommended to the city council. Each city councillor serves as a member of a community council.There are about 40 subcommittees and advisory committees appointed by the city council. These bodies are made up of city councillors and private citizen volunteers. Examples include the Pedestrian Committee, Waste Diversion Task Force 2010, and the Task Force to Bring Back the Don.The City of Toronto had an approved operating budget of CA$13.53 billion in 2020 and a ten-year capital budget and plan of CA$43.5 billion. The city's revenues include subsidies from the Government of Canada and the Government of Ontario (for programs mandated by those governments), 33 percent from property tax, 6 percent from the land transfer tax and the rest from other tax revenues and user fees. The city's largest operating expenditures are the Toronto Transit Commission at CA$2.14 billion, and the Toronto Police Service, CA$1.22 billion.
=== Crime ===
The historically low crime rate in Toronto has resulted in the city having a reputation as one of the safest major cities in North America. For instance, in 2007, the homicide rate for Toronto was 3.43 per 100,000 people, compared with Atlanta (19.7), Boston (10.3), Los Angeles (10.0), New York City (6.3), Vancouver (3.1), and Montreal (2.6). Toronto's robbery rate also ranks low, with 207.1 robberies per 100,000 people, compared with Los Angeles (348.5), Vancouver (266.2), New York City (265.9), and Montreal (235.3). Toronto has a comparable rate of car theft to various U.S. cities, although it is not among the highest in Canada.In 2005, Toronto media coined the term "Year of the Gun", because of a record number of gun-related homicides, 52, out of 80 homicides in total. The total number of homicides dropped to 70 in 2006; that year, nearly 2,000 people in Toronto were victims of a violent gun-related crime, about one-quarter of the national total. 86 homicides were committed in 2007, roughly half of which involved guns. Gang-related incidents have also been on the rise; between the years of 1997 and 2005, over 300 gang-related homicides have occurred. As a result, the Ontario government developed an anti-gun strategy. In 2011, Toronto's murder rate plummeted to 51 murders—nearly a 26% drop from the previous year. The 51 homicides were the lowest number the city has recorded since 1999 when there were 47. While subsequent years did see a return to higher rates, it remained nearly flat line of 57–59 homicides in from 2012 to 2015. 2016 went to 75 for the first time in over 8 years. 2017 had a drop off of 10 murders to close the year at 65, with a homicide rate of 2.4 per 100,000 population.The total number of homicides in Toronto reached a record 98 in 2018; the number included fatalities from the Toronto van attack and the Danforth shooting, which gave the city a homicide rate of around 3.6 per 100,000 people. The record year for per capita murders was previously 1991, with 3.9 murders per 100,000 people. The 2018 homicide rate was higher than in Winnipeg, Calgary, Edmonton, Vancouver, Ottawa, Montreal, Hamilton, New York City, San Diego, and Austin. Homicides in 2019 dropped to 80 (a rate of 2.9 per 100,000 people) below the rate of most US cities, but still higher than the Canadian average of 1.8. Shooting incidents also increased to an all-time high of 492 in 2019, even outpacing gun incidents that occurred in 2018. 2020 saw another decrease in homicides with the city having a total of 71 murders for the year (a rate of around 2.6 per 100,000 people). However in 2021, the city saw an increase in homicides, with the city murders increasing to 85, giving Toronto a homicide rate of 3.04 per 100,000 people. 2022 had a decrease in homicides with 71 being reported along with a total of 380 shooting incidents occurring & a 47.3% increase in auto thefts in the year (with a total of 9,767 reports of auto theft).
== Transportation ==
Toronto is a central transportation hub for road, rail and air networks in Southern Ontario. There are many forms of transport in the city of Toronto, including highways and public transit. Toronto also has an extensive network of bicycle lanes and multi-use trails and paths.
=== Public transportation ===
Toronto's main public transportation system is operated by the Toronto Transit Commission (TTC). The backbone of its public transport network is the Toronto subway system, which includes three heavy-rail rapid transit lines spanning the city, including the U-shaped Line 1 and east–west Line 2. Line 3 is a light metro line that exclusively serves the city's eastern district of Scarborough.
The TTC also operates an extensive network of buses and streetcars, with the latter serving the downtown core, and buses providing service to many parts of the city not served by the sparse subway network. TTC buses and streetcars use the same fare system as the subway, and many subway stations offer a fare-paid area for transfers between rail and surface vehicles.
There have been numerous plans to extend the subway and implement light-rail lines, but many efforts have been thwarted by budgetary concerns. Since July 2011, the only subway-related work is the Line 1 extension north of Sheppard West station (formerly named Downsview) to Vaughan Metropolitan Centre in Vaughan, a suburb north of Toronto. By November 2011, construction on Line 5 Eglinton began. Line 5 is scheduled to finish construction by 2022. In 2015, the Ontario government promised to fund Line 6 Finch West which is to be completed by 2023. In 2019, the Government of Ontario released a transit plan for the Greater Toronto Area which includes a new 16-kilometres Ontario Line, Line 1 extension to Richmond Hill Centre and an extension for Line 5 Eglinton to Toronto Pearson Airport.
Toronto's century-old Union Station is also getting a major renovation and upgrade which would be able to accommodate more rail traffic from GO Transit, Via Rail, UP Express and Amtrak. Construction on a new Union Station Bus Terminal is also in the works with an expected completion in 2020. Toronto's public transit network also connects to other municipal networks such as York Region Transit, Viva, Durham Region Transit, and MiWay.
The Government of Ontario operates a regional rail and bus transit system called GO Transit in the Greater Toronto Area. GO Transit carries over 250,000 passengers every weekday (2013) and 57 million annually, with a majority of them travelling to or from Union Station. Metrolinx is currently implementing Regional Express Rail into its GO Transit network and plans to electrify many of its rail lines by 2030.
=== Intercity transportation ===
Toronto Union Station serves as a hub for VIA Rail's intercity services in Central Canada and includes services to various parts of Ontario, Corridor services to Montreal and national capital Ottawa, and long-distance services to Vancouver and New York City.
The Toronto Coach Terminal in downtown Toronto also serves as a hub for intercity bus services in Southern Ontario, served by multiple companies and providing a comprehensive network of services in Ontario and neighbouring provinces and states. GO Transit provides intercity bus services from the Union Station Bus Terminal and other bus terminals in the city to destinations within the greater Toronto area.
=== Airports ===
Canada's busiest airport, Toronto Pearson International Airport (IATA: YYZ), straddles the city's western boundary with the suburban city of Mississauga. The Union Pearson Express (UP Express) train service provides a direct link between Pearson International and Union Station. It began carrying passengers in June 2015.
Limited commercial and passenger service to nearby destinations in Canada and the United States is offered from the Billy Bishop Toronto City Airport (IATA: YTZ) on the Toronto Islands, southwest of downtown. Buttonville Municipal Airport (IATA: YKZ) in Markham provides general aviation facilities. Downsview Airport (IATA: YZD), near the city's north end, is owned by de Havilland Canada and serves the Bombardier Aviation aircraft factory.
Within a few hours' drive, Hamilton's John C. Munro International Airport (IATA: YHM) and Buffalo's Buffalo Niagara International Airport (IATA: BUF) serve as alternate airports for the Toronto area in addition to serving their respective cities. A secondary international airport, to be located north-east of Toronto in Pickering, has been planned by the Government of Canada.
=== Streets and highways ===
The grid of major city streets was laid out by a concession road system, in which major arterial roads are 6,600 ft (2.0 km) apart (with some exceptions, particularly in Scarborough and Etobicoke, as they used a different survey). Major east-west arterial roads are generally parallel with the Lake Ontario shoreline, and major north–south arterial roads are roughly perpendicular to the shoreline, though slightly angled north of Eglinton Avenue. This arrangement is sometimes broken by geographical accidents, most notably the Don River ravines. Toronto's grid north is approximately 18.5° to the west of true north. Many arterials, particularly north–south ones, due to the city originally being within the former York County, continue beyond the city into the 905 suburbs and further into the rural countryside.
There are a number of municipal expressways and provincial highways that serve Toronto and the Greater Toronto Area. In particular, Highway 401 bisects the city from west to east, bypassing the downtown core. It is the busiest road in North America,
and one of the busiest highways in the world. Other provincial highways include Highway 400 which connects the city with Northern Ontario and beyond and Highway 404, an extension of the Don Valley Parkway into the northern suburbs. The Queen Elizabeth Way (QEW), North America's first divided intercity highway, terminates at Toronto's western boundary and connects Toronto to Niagara Falls and Buffalo. The main municipal expressways in Toronto include the Gardiner Expressway, the Don Valley Parkway, and to some extent, Allen Road. Toronto's traffic congestion is one of the highest in North America, and is the second highest in Canada after Vancouver.
== Sister cities ==
=== Partnership cities ===
=== Friendship cities ===
== Notable people ==
== See also ==
Outline of Toronto (extensive topic list)
Great Lakes megalopolis
Largest cities in the Americas
List of metropolitan areas in the Americas
== Notes ==
== References ==
=== Bibliography ===
== Further reading ==
== External links ==
Official website
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Ohio
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Ohio ( ) is a state in the Midwestern United States. Of the fifty U.S. states, it is the 34th-largest by area. With a population of nearly 11.8 million, Ohio is the seventh-most populous and tenth-most densely populated state. Its capital and largest city is Columbus, with other large population centers including Cleveland, Cincinnati, Dayton, Akron, and Toledo. Ohio is bordered by Lake Erie to the north, Pennsylvania to the east, West Virginia to the southeast, Kentucky to the southwest, Indiana to the west, and Michigan to the northwest. Ohio is nicknamed the "Buckeye State" after its Ohio buckeye trees, and Ohioans are also known as "Buckeyes". Its state flag is the only non-rectangular flag of all the U.S. states.
Ohio takes its name from the Ohio River, which, in turn, originated from the Seneca word ohiːyo', meaning "good river", "great river", or "large creek". The state arose from the lands west of the Appalachian Mountains that were contested from colonial times through the Northwest Indian Wars of the late 18th century. It was partitioned from the resulting Northwest Territory, which was the first frontier of the new United States, becoming the 17th state admitted to the Union on March 1, 1803, and the first under the Northwest Ordinance. Ohio was the first post-colonial free state admitted to the union and became one of the earliest and most influential industrial powerhouses during the 20th century. Although it has transitioned to a more information- and service-based economy in the 21st century, it remains an industrial state, ranking seventh in GDP as of 2019, with the third-largest manufacturing sector and second-largest automobile production.The government of Ohio is composed of the executive branch, led by the governor; the legislative branch, consisting of the bicameral Ohio General Assembly; and the judicial branch, led by the state Supreme Court. Ohio occupies 15 seats in the United States House of Representatives. The state is known for its status as both a swing state and a bellwether in national elections. Seven presidents of the United States have come from Ohio. This has led to it receiving the moniker "the Mother of Presidents".
== History ==
=== Indigenous settlement ===
Archeological evidence of spear points of both the Folsom and Clovis types indicate that the Ohio Valley was inhabited by nomadic people as early as 13,000 BC. These early nomads disappeared from Ohio by 1,000 BC. Between 1,000 and 800 BC, the sedentary Adena culture emerged. The Adena were able to establish "semi-permanent" villages because they domesticated plants, including sunflowers, and "grew squash and possibly corn"; with hunting and gathering, this cultivation supported more settled, complex villages. The most notable remnant of the Adena culture is the Great Serpent Mound, located in Adams County, Ohio.Around 100 BC, the Adena evolved into the Hopewell people who were also mound builders. Their complex, large and technologically sophisticated earthworks can be found in modern-day Marietta, Newark, and Circleville. They were also a prolific trading society, their trading network spanning a third of the continent. The Hopewell disappeared from the Ohio Valley about 600 AD. The Mississippian culture rose as the Hopewell culture declined. Many Siouan-speaking peoples from the plains and east coast claim them as ancestors and say they lived throughout the Ohio region until approximately the 13th century.There were three other cultures contemporaneous with the Mississippians: the Fort Ancient people, the Whittlesey Culture and the Monongahela Culture. All three cultures disappeared in the 17th century. Their origins are unknown. The Shawnees may have absorbed the Fort Ancient people. It is also possible that the Monongahela held no land in Ohio during the Colonial Era. The Mississippian culture was close to and traded extensively with the Fort Ancient people.
Indians in the Ohio Valley were greatly affected by the aggressive tactics of the Iroquois Confederation, based in central and western New York. After the Beaver Wars in the mid-17th century, the Iroquois claimed much of the Ohio country as hunting and, more importantly, beaver-trapping ground. After the devastation of epidemics and war in the mid-17th century, which largely emptied the Ohio country of Indigenous people by the mid-to-late 17th century, the land gradually became repopulated by the mostly Algonquian. Many of these Ohio-country nations were multi-ethnic (sometimes multi-linguistic) societies born out of the earlier devastation brought about by disease, war, and subsequent social instability. They subsisted on agriculture (corn, sunflowers, beans, etc.) supplemented by seasonal hunts. By the 18th century, they were part of a larger global economy brought about by European entry into the fur trade.Some of the Indigenous nations which historically inhabited Ohio included the Iroquoian, the Algonquian and the Siouan. Ohio country was also the site of Indian massacres, such as the Yellow Creek massacre and the Gnadenhutten massacre. After the War of 1812, when Natives suffered serious losses such as at Tippecanoe, most Native tribes either left Ohio or had to live on only limited reservations. By 1842, all remaining Natives were forced out of the state.
=== Colonial and Revolutionary eras ===
During the 18th century, the French set up a system of trading posts to control the fur trade in the region. Beginning in 1754, the Kingdom of France and Kingdom of Great Britain fought in the French and Indian War, with various Native American tribes on each side. As a result of the Treaty of Paris, the French ceded control of Ohio and the remainder of the Old Northwest to Great Britain in 1763.Prior to the American Revolution, Britain thinly exercised sovereignty over Ohio Country by lackadaisical garrisoning of the French forts. Just beyond Ohio Country was the great Miami capital of Kekionga which became the center of British trade and influence in Ohio Country and throughout the future Northwest Territory. By the Royal Proclamation of 1763, British lands west of Appalachia were forbidden to settlement by colonists. The Treaty of Fort Stanwix in 1768 explicitly reserved lands north and west of the Ohio as Native lands. British military occupation in the region contributed to the outbreak of Pontiac's War in 1763. Ohio tribes participated in the war until an armed expedition in Ohio led by Colonel Henry Bouquet brought about a truce. Another colonial military expedition into the Ohio Country in 1774 brought Lord Dunmore's War, kicked off by the Yellow Creek massacre in Ohio, to a conclusion. In 1774, Britain passed the Quebec Act that formally annexed Ohio and other western lands to the Province of Quebec in order to provide a civil government and to centralize British administration of the Montreal-based fur trade. The prohibition of settlement west of the Appalachians remained, contributing to the American Revolution.By the start of the American Revolutionary War, the movement of Natives and Americans between the Ohio Country and Thirteen Colonies had resulted in tension. Fort Pitt in Pennsylvania had become the main fort where expeditions into Ohio started. Intrusions into the area included General Edward Hand's 1778 movement of 500 Pennsylvania militiamen from Fort Pitt towards Mingo towns on the Cuyahoga River, where the British stored military supplies which they distributed to Indian raiding parties; Colonel Daniel Brodhead's invasion in 1780 and destruction of the Lenape Indian capital of Coshocton; a detachment of one hundred of George Rogers Clark's troops that were ambushed near the Ohio River by Indians led by Joseph Brant in the same year; a British and Native American attack on the U.S.' Fort Laurens; and the 1782 detainment and murder of 96 Moravian Lenape pacifists by Pennsylvania militiamen in the Gnadenhutten massacre.The western theatre never had a decisive victor. In the Treaty of Paris in 1783, Britain ceded all claims to Ohio Country to the new United States after its victory in the American Revolutionary War.
=== Northwest Territory ===
The United States created the Northwest Territory under the Northwest Ordinance of 1787. Slavery was not permitted in the new territory. Settlement began with the founding of Marietta by the Ohio Company of Associates, which had been formed by a group of American Revolutionary War veterans. Following the Ohio Company, the Miami Company (also referred to as the "Symmes Purchase") claimed the southwestern section, and the Connecticut Land Company surveyed and settled the Connecticut Western Reserve in present-day Northeast Ohio. Territorial surveyors from Fort Steuben began surveying an area of eastern Ohio called the Seven Ranges at about the same time.
The old Northwest Territory originally included areas previously known as Ohio Country and Illinois Country. As Ohio prepared for statehood, the Indiana Territory was created, reducing the Northwest Territory to approximately the size of present-day Ohio plus the eastern half of the Lower Peninsula of Michigan and the eastern tip of the Upper Peninsula and a sliver of southeastern Indiana called "The Gore".
The coalition of Native American tribes, known as the Western Confederacy, was forced to cede extensive territory, including much of present-day Ohio, in the Treaty of Greenville in 1795.
Under the Northwest Ordinance, areas could be defined and admitted as states once their population reached 60,000. Although Ohio's population was only 45,000 in December 1801, Congress determined that it was growing rapidly enough and accelerated the process via the Enabling Act of 1802. In regards to the Leni Lenape natives, Congress decided that 10,000 acres on the Muskingum River in the present state of Ohio would "be set apart and the property thereof be vested in the Moravian Brethren ... or a society of the said Brethren for civilizing the Indians and promoting Christianity".
==== Rufus Putnam, the "Father of Ohio" ====
Rufus Putnam served in important military capacities in both the French and Indian War and the American Revolutionary War. He was one of the most highly respected men in the early years of the United States.In 1776, Putnam created a method of building portable fortifications, which enabled the Continental Army to drive the British from Boston. George Washington was so impressed that he made Putnam his chief engineer. After the war, Putnam and Manasseh Cutler were instrumental in creating the Northwest Ordinance, which opened up the Northwest Territory for settlement. This land was used to serve as compensation for what was owed to Revolutionary War veterans. Putnam organized and led the Ohio Company of Associates, who settled at Marietta, Ohio, where they built a large fort called Campus Martius. He set substantial amounts of land aside for schools. In 1798, he created the plan for the construction of the Muskingum Academy (now Marietta College). In 1780, the directors of the Ohio Company appointed him superintendent of all its affairs relating to the settlement north of the Ohio River. In 1796, he was commissioned by President George Washington as Surveyor-General of United States Lands. In 1788, he served as a judge in the Northwest Territory's first court. In 1802, he served in the convention to form a constitution for the State of Ohio.
=== Statehood and early years ===
On February 19, 1803, U.S. President Thomas Jefferson signed an act of Congress that approved Ohio's boundaries and constitution. However, Congress had never passed a formal resolution admitting Ohio as the 17th state. Although no formal resolution of admission was required, when the oversight was discovered in 1953, as Ohio began preparations for celebrating its sesquicentennial, Ohio congressman George H. Bender introduced a bill in Congress to admit Ohio to the Union retroactive to March 1, 1803, the date on which the Ohio General Assembly first convened. At a special session at the old state capital in Chillicothe, the Ohio state legislature approved a new petition for statehood which was delivered to Washington, D.C., on horseback, and approved that August.Ohio has had three capital cities: Chillicothe, Zanesville, and Columbus. Chillicothe was the capital from 1803 to 1810. The capital was then moved to Zanesville for two years, as part of a state legislative compromise to get a bill passed. The capital was then moved back to Chillicothe, which was the capital from 1812 to 1816. Finally, the capital was moved to Columbus, to have it near the geographic center of the state.
Although many Native Americans had migrated west to evade American encroachment, others remained settled in the state, sometimes assimilating in part. Starting around 1809, the Shawnee pressed resistance to encroachment again. Under Chief Tecumseh, Tecumseh's War officially began in Ohio in 1811. When the War of 1812 began, the British decided to attack from Upper Canada into Ohio and merge their forces with the Shawnee. This continued until Tecumseh was killed at the Battle of the Thames in 1813. Most of the Shawnee, excluding the Pekowi in Southwest Ohio, were forcibly relocated west. Ohio played a key role in the War of 1812, as it was on the front line in the Western theater and the scene of several notable battles both on land and in Lake Erie. On September 10, 1813, the Battle of Lake Erie, one of the major battles, took place near Put-in-Bay, Ohio. The British eventually surrendered to Oliver Hazard Perry.
Ultimately, after the United States government used the Indian Removal Act of 1830 to force countless Native American tribes on the Trail of Tears, where all the southern states except for Florida were successfully emptied of Native peoples, the US government panicked because a majority of tribes did not want to be forced out of their own lands. Fearing further wars between Native tribes and American settlers, they pushed all remaining Native tribes in the East to migrate west against their own will, including all remaining tribes in Ohio.In 1835, Ohio fought with the Michigan Territory in the Toledo War, a mostly bloodless boundary war over the Toledo Strip. Only one person was injured in the conflict. Congress intervened, making Michigan's admittance as a state conditional on ending the conflict. In exchange for giving up its claim to the Toledo Strip, Michigan was given the western two-thirds of the Upper Peninsula, in addition to the eastern third which was already considered part of the territory.
=== Civil War and industrialization ===
Ohio's central position and its population gave it an important place during the Civil War. The Ohio River was a vital artery for troop and supply movements, as were Ohio's railroads. The industry of Ohio made the state one of the most important states in the Union during the Civil War. Ohio contributed more soldiers per capita than any other state in the Union. In 1862, the state's morale was badly shaken in the aftermath of the Battle of Shiloh, a costly victory in which Ohio forces suffered 2,000 casualties. Later that year, when Confederate troops under the leadership of Stonewall Jackson threatened Washington, D.C., Ohio governor David Tod still could recruit 5,000 volunteers to provide three months of service. From July 13 to 26, 1863, towns along the Ohio River were attacked and ransacked in Morgan's Raid, starting in Harrison in the west and culminating in the Battle of Salineville near West Point in the far east. While this raid was overall insignificant to the Confederacy, it aroused fear among people in Ohio and Indiana as it was the furthest advancement of troops from the South in the war. Almost 35,000 Ohioans died in the conflict, and 30,000 were physically wounded. By the end of the Civil War, the Union's top three generals – Ulysses S. Grant, William Tecumseh Sherman, and Philip Sheridan – were all from Ohio.
Throughout much of the 19th century, industry was rapidly introduced to complement an existing agricultural economy. One of the first iron manufacturing plants opened near Youngstown in 1804, called Hopewell Furnace. By the mid-19th century, 48 blast furnaces were operating in the state, most in the southern portions of the state. Discovery of coal deposits aided the further development of the steel industry in the state, and by 1853 Cleveland was the third largest iron and steel producer in the country. The first Bessemer converter was purchased by the Cleveland Rolling Mill Company, which eventually became part of the U.S. Steel Corporation following the merger of Federal Steel Company and Carnegie Steel, the first billion-dollar American corporation. The first open-hearth furnace used for steel production was constructed by the Otis Steel Company in Cleveland, and by 1892, Ohio ranked as the second-largest steel-producing state behind Pennsylvania. Republic Steel was founded in Youngstown in 1899 and was at one point the nation's third-largest producer. Armco, now AK Steel, was founded in Middletown also in 1899.
=== 20th century ===
The state legislature officially adopted the flag of Ohio on May 9, 1902. Dayton natives Orville and Wilbur Wright made four brief flights at Kitty Hawk, North Carolina on December 17, 1903, inventing the first successful airplane. Ohio was hit by its greatest natural disaster in the Great Flood of 1913, resulting in at least 428 fatalities and hundreds of millions of dollars in property damage, particularly around the Great Miami River basin.The National Football League was originally founded in Canton, Ohio in 1920 as the American Professional Football Conference. It included Ohio League teams in five Ohio cities (Akron, Canton, Cleveland, Columbus, and Dayton), although none of these teams still exist. The first official game occurred on October 3, 1920, when the Dayton Triangles beat the Columbus Panhandles 14-0 in Dayton. Canton would later be enshrined as the home of the Pro Football Hall of Fame in 1963.
During the 1930s, the Great Depression struck the state hard. By 1933, more than 40% of factory workers and 67% of construction workers were unemployed in Ohio. Approximately 50% of industrial workers in Cleveland and 80% in Toledo became unemployed, with the state unemployment rate reaching a high of 37.3%. American Jews watched the rise of Nazi Germany with apprehension. Cleveland residents Jerry Siegel and Joe Shuster created the Superman comic character in the spirit of the Jewish golem. Many of their comics portrayed Superman fighting and defeating the Nazis. Approximately 839,000 Ohioans served in the U.S. armed forces during World War II, of which over 23,000 died or were missing in action.Artists, writers, musicians and actors developed in the state throughout the 20th century and often moved to other cities which were larger centers for their work. They included Zane Grey, Milton Caniff, George Bellows, Art Tatum, Roy Lichtenstein, and Roy Rogers. Alan Freed, who emerged from the swing dance culture in Cleveland, hosted the first live rock 'n roll concert in Cleveland in 1952. Famous filmmakers include Steven Spielberg, Chris Columbus and the original Warner Brothers, who set up their first movie theatre in Youngstown before that company later relocated to California. The state produced many popular musicians, including Dean Martin, Doris Day, The O'Jays, Marilyn Manson, Dave Grohl, Devo, Macy Gray and The Isley Brothers.
Two Ohio astronauts completed significant milestones in the space race in the 1960s: John Glenn becoming the first American to orbit the Earth, and Neil Armstrong becoming the first human to walk on the Moon. In 1967, Carl Stokes was elected mayor of Cleveland and became the first African American mayor of one of the nation's 10 most populous cities.In 1970, an Ohio Army National Guard unit fired at students during an anti-war protest at Kent State University, killing four and wounding nine. The Guard had been called onto campus after several protests in and around campus had become violent, including a riot in downtown Kent and the burning of an ROTC building. The main cause of the protests was the United States' invasion of Cambodia during the Vietnam War.Beginning in the 1980s, the state entered into international economic and resource cooperation treaties and organizations with other Midwestern states, as well as New York, Pennsylvania, Ontario, and Quebec, including the Great Lakes Charter, Great Lakes Compact, and the Council of Great Lakes Governors.
=== 21st century ===
Ohio's economy has undergone significant change in the 21st century, as the trend of deindustrialization has greatly impacted the American Midwest and the Rust Belt. Manufacturing in the Midwest experienced a stark decline during the early 21st century, a trend which greatly impacted Ohio. From 1990 to 2019, Ohio lost over 300,000 manufacturing jobs, but added over 1,000,000 non-manufacturing jobs during that same time. Coinciding with this decline, Ohio has seen a large decline in union membership: 17.4% of Ohioan workers were union members in 2000, while 12.8% were union members in 2022.In the wake of these economic changes, Ohio's state government has looked to promoting new industries to offset manufacturing losses, such as the production of solar energy and electric vehicles. One major program launched by the state's government was the "Third Frontier" program, created during the governorship of Bob Taft, which aims to increase investment in Ohio, and boost the state's technology sector. As of 2010, the Ohio Department of Development attributes the creation of 9,500 jobs to this program, with an average of salary of $65,000, while having a $6.6 billion economic impact with a return on investment of 9:1. In 2010 the state won the International Economic Development Council's Excellence in Economic Development Award, celebrated as a national model of success.Many of the state's former industrial centers turned to new industries, including Akron as a center for polymer and biomedical research, Cincinnati as the state's largest mercantile hub, Columbus as a center for technological research and development, education, and insurance, Cleveland in regenerative medicine research and manufacturing, Dayton as an aerospace and defense hub, and Toledo as a national center for solar technology.Ohio's economy was also heavily afflicted by the Great Recession, as the state's unemployment rate rose from 5.6% in the first two months of 2008 up to a peak of 11.1% in December 2009 and January 2010. It took until August 2014 for the unemployment rate to return to 5.6%. From December 2007 to September 2010, Ohio lost 376,500 jobs. In 2009, Ohio had 89,053 foreclosures filings, a then-record for the state. The median household income dropped 7% from 2006-2007 to 2008-200, and the poverty rate ballooned to 13.5% by 2009.In 2015, Ohio gross domestic product was $608.1 billion, the seventh-largest economy among the 50 states. In 2015, Ohio's total GDP accounted for 3.4% of U.S. GDP and 0.8% of world GDP.Politically, Ohio has been long regarded as a swing state, however, the success of many Republican Party candidates in Ohio since the late 2000s has led many to question whether Ohio remains an electoral battleground.On March 9, 2020, the Covid-19 pandemic was confirmed to reach Ohio, with three cases being reported. As of February 2023, over 41,600 Ohioans have died from Covid-19. Ohio's economy was also heavily impacted by the pandemic, as the state saw large job losses in 2020, as well as large amounts of subsequent stimulus spending.
== Geography ==
Ohio's geographic location has proven to be an asset for economic growth and expansion. Because Ohio links the Northeast to the Midwest, much cargo and business traffic passes through its borders along its well-developed highways. Ohio has the nation's 10th largest highway network and is within a one-day drive of 50% of North America's population and 70% of North America's manufacturing capacity. To the north, Ohio has 312 miles (502 km) of coastline with Lake Erie, which allows for numerous cargo ports such as Cleveland and Toledo. Ohio's southern border is defined by the Ohio River. Ohio's neighbors are Pennsylvania to the east, Michigan to the northwest, Lake Erie to the north, Indiana to the west, Kentucky on the south, and West Virginia on the southeast. Ohio's borders were defined by metes and bounds in the Enabling Act of 1802 as follows:
Bounded on the east by the Pennsylvania line, on the south by the Ohio River, to the mouth of the Great Miami River, on the west by the line drawn due north from the mouth of the Great Miami aforesaid, and on the north by an east and west line drawn through the southerly extreme of Lake Michigan, running east after intersecting the due north line aforesaid, from the mouth of the Great Miami until it shall intersect Lake Erie or the territorial line, and thence with the same through Lake Erie to the Pennsylvania line aforesaid.
Ohio is bounded by the Ohio River, but nearly all of the river itself belongs to Kentucky and West Virginia. In 1980, the U.S. Supreme Court held that, based on the wording of the cessation of territory by Virginia (which at the time included what is now Kentucky and West Virginia), the boundary between Ohio and Kentucky (and, by implication, West Virginia) is the northern low-water mark of the river as it existed in 1792. Ohio has only that portion of the river between the river's 1792 low-water mark and the present high-water mark.
The border with Michigan has also changed, as a result of the Toledo War, to angle slightly northeast to the north shore of the mouth of the Maumee River.
Much of Ohio features glaciated till plains, with an exceptionally flat area in the northwest being known as the Great Black Swamp. This glaciated region in the northwest and central state is bordered to the east and southeast first by a belt known as the glaciated Allegheny Plateau, and then by another belt known as the unglaciated Allegheny Plateau. Most of Ohio is of low relief, but the unglaciated Allegheny Plateau features rugged hills and forests.
The rugged southeastern quadrant of Ohio, stretching in an outward bow-like arc along the Ohio River from the West Virginia Panhandle to the outskirts of Cincinnati, forms a distinct socio-economic unit. Geologically similar to parts of West Virginia and southwestern Pennsylvania, this area's coal mining legacy, dependence on small pockets of old manufacturing establishments, and distinctive regional dialect set this section off from the rest of the state. In 1965 the United States Congress passed the Appalachian Regional Development Act, an attempt to "address the persistent poverty and growing economic despair of the Appalachian Region". This act defines 29 Ohio counties as part of Appalachia. While 1/3 of Ohio's land mass is part of the federally defined Appalachian region, only 12.8% of Ohioans live there (1.476 million people.)
Significant rivers within the state include the Cuyahoga River, Great Miami River, Maumee River, Muskingum River, and Scioto River. The rivers in the northern part of the state drain into the northern Atlantic Ocean via Lake Erie and the St. Lawrence River, and the rivers in the southern part of the state drain into the Gulf of Mexico via the Ohio River and then the Mississippi.
The worst weather disaster in Ohio history occurred along the Great Miami River in 1913. Known as the Great Dayton Flood, the entire Miami River watershed flooded, including the downtown business district of Dayton. As a result, the Miami Conservancy District was created as the first major floodplain engineering project in Ohio and the United States.Grand Lake St. Marys in the west-central part of the state was constructed as a supply of water for canals in the canal-building era of 1820–1850. This body of water, over 20 square miles (52 km2), was the largest artificial lake in the world when completed in 1845. Ohio's canal-building projects were not the economic fiasco that similar efforts were in other states. Some cities, such as Dayton, owe their industrial emergence to their location on canals, and as late as 1910 interior canals carried much of the bulk freight of the state.
=== Climate ===
The climate of Ohio is a humid continental climate (Köppen climate classification Dfa/Dfb) throughout most of the state, except in the extreme southern counties of Ohio's Bluegrass region section, which are located on the northern periphery of the humid subtropical climate (Cfa) and Upland South region of the United States. Summers are typically hot and humid throughout the state, while winters generally range from cool to cold. Precipitation in Ohio is moderate year-round. Severe weather is not uncommon in the state, although there are typically fewer tornado reports in Ohio than in states located in what is known as the Tornado Alley. Severe lake effect snowstorms are also not uncommon on the southeast shore of Lake Erie, which is located in an area designated as the Snowbelt.
Although predominantly not in a subtropical climate, some warmer-climate flora and fauna do reach well into Ohio. For instance, some trees with more southern ranges, such as the blackjack oak, Quercus marilandica, are found at their northernmost in Ohio just north of the Ohio River. Also evidencing this climatic transition from a subtropical to a continental climate, several plants such as the Southern magnolia (Magnolia grandiflora), Albizia julibrissin (mimosa), Crape Myrtle, and even the occasional Needle Palm are hardy landscape materials regularly used as street, yard, and garden plantings in the Bluegrass region of Ohio; but these same plants will simply not thrive in much of the rest of the state. This interesting change may be observed while traveling through Ohio on Interstate 75 from Cincinnati to Toledo; the observant traveler of this diverse state may even catch a glimpse of Cincinnati's common wall lizard, one of the few examples of permanent "subtropical" fauna in Ohio.
==== Records ====
The highest recorded temperature was 113 °F (45 °C), near Gallipolis on July 21, 1934. The lowest recorded temperature was −39 °F (−39 °C), at Milligan on February 10, 1899, during the Great Blizzard of 1899.
=== Earthquakes ===
Although few have registered as noticeable to the average resident, more than 200 earthquakes with a magnitude of 2.0 or higher have occurred in Ohio since 1776. The Western Ohio Seismic Zone and a portion of the Southern Great Lakes Seismic Zone are located in the state, and numerous faults lie under the surface.The most substantial known earthquake in Ohio history was the Anna (Shelby County) earthquake, which occurred on March 9, 1937. It was centered in western Ohio, with a magnitude of 5.4, and was of intensity VIII.Other significant earthquakes in Ohio include: one of magnitude 4.8 near Lima on September 19, 1884; one of magnitude 4.2 near Portsmouth on May 17, 1901; and one of 5.0 in LeRoy Township in Lake County on January 31, 1986, which continued to trigger 13 aftershocks of magnitude 0.5 to 2.4 for two months.Notable Ohio earthquakes in the 21st century include one occurring on December 31, 2011, approximately 4 kilometers (2.5 mi) northwest of Youngstown, and one occurring on June 10, 2019, approximately 5 kilometers (3.1 mi) north-northwest of Eastlake under Lake Erie; both registered a 4.0 magnitude.
== Major cities ==
Ohio's three largest cities are Columbus, Cleveland, and Cincinnati, all three of which anchor major metropolitan areas. Columbus is the capital of the state, located near its geographic center and is well known for Ohio State University. In 2019, the city had six corporations named to the U.S. Fortune 500 list: Alliance Data, Nationwide Mutual Insurance Company, American Electric Power, L Brands, Huntington Bancshares, and Cardinal Health in suburban Dublin. Other major employers include hospitals (among others, Wexner Medical Center and Nationwide Children's Hospital), high tech research and development including the Battelle Memorial Institute, information-based companies such as OCLC and Chemical Abstracts Service, manufacturer Worthington Industries, and financial institutions such as JPMorgan Chase and Huntington Bancshares. Fast food chains Wendy's and White Castle are also headquartered in Columbus.
Located in Northeast Ohio along the Lake Erie shore, Cleveland is characterized by its New England heritage, ethnic immigrant cultures, and history as a major American manufacturing and healthcare center. It anchors the Cleveland–Akron–Canton Combined Statistical Area, of which the cities of Akron and Canton are constituent parts. Mansfield and Youngstown are also major cities in the region. Northeast Ohio is known for major industrial companies Goodyear Tire and Rubber and Timken, top-ranked colleges Case Western Reserve University, Oberlin College, and Kent State University, the Cleveland Clinic, and cultural attractions including the Cleveland Museum of Art, Big Five member Cleveland Orchestra, Cuyahoga Valley National Park, Playhouse Square, the Pro Football Hall of Fame, and the Rock and Roll Hall of Fame.
Cincinnati anchors Southwest Ohio and the Cincinnati Tri-State area, which also encompasses counties in the neighboring states of Kentucky and Indiana. The metropolitan area is home to Miami University and the University of Cincinnati, Cincinnati Union Terminal, Cincinnati Symphony Orchestra, and various Fortune 500 companies including Procter & Gamble, Kroger, Macy's, Inc., and Fifth Third Bank. Dayton and Springfield are located in the Miami Valley, which is home to the University of Dayton, the Dayton Ballet, and the extensive Wright-Patterson Air Force Base.
Toledo and Lima are the major cities in Northwest Ohio, an area known for its glass-making industry. It is home to Owens Corning and Owens-Illinois, two Fortune 500 corporations. Steubenville is the only metropolitan city in Appalachian Ohio, a region known for its mixed mesophytic forests.
Ohio is the US state with the highest number of cities with the same name as UK cities.
=== Metropolitan areas ===
The Cincinnati metropolitan area extends into Kentucky and Indiana, and the Steubenville metropolitan area extends into West Virginia. Other metropolitan areas that contain cities in Ohio, but are primarily in other states include:
Huntington–Ashland, WV–KY–OH Metropolitan Statistical Area (Lawrence County)
Wheeling, WV–OH Metropolitan Statistical Area (Belmont County)Additionally, 30 Ohio cities function as centers of micropolitan areas, urban clusters smaller than that of metropolitan areas. Many of these are included as part of larger combined statistical areas, as shown in the table above.
== Demographics ==
=== Population ===
From just over 45,000 residents in 1800, Ohio's population grew faster than 10% per decade (except for the 1940 census) until the 1970 census, which recorded just over 10.65 million Ohioans. Growth then slowed for the next four decades. The United States Census Bureau counted 11,808,848 in the 2020 census, a 2.4% increase since the 2010 United States census. Ohio's population growth lags that of the entire United States, and whites are found in a greater density than the U.S. average. As of 2000, Ohio's center of population is located in Morrow County, in the county seat of Mount Gilead. This is approximately 6,346 feet (1,934 m) south and west of Ohio's population center in 1990.
As of 2011, 27.6% of Ohio's children under the age of 1 belonged to minority groups. Approximately 6.2% of Ohio's population was under five years of age, 23.7% under 18 years of age, and 14.1% were 65 or older; females made up an estimated 51.2% of the population.
According to HUD's 2022 Annual Homeless Assessment Report, there were an estimated 10,654 homeless people in Ohio.
=== Birth data ===
Note: Births in table do not add up because Hispanics are counted both by their ethnicity and by their race, giving a higher overall number.
Since 2016, data for births of White Hispanic origin are not collected, but included in one Hispanic group; persons of Hispanic origin may be of any race.
=== Ancestry ===
In 2010, there were 469,700 foreign-born residents in Ohio, corresponding to 4.1% of the total population. Of these, 229,049 (2.0%) were naturalized U.S. citizens and 240,699 (2.1%) were not. The largest groups were: Mexico (54,166), India (50,256), China (34,901), Germany (19,219), Philippines (16,410), United Kingdom (15,917), Canada (14,223), Russia (11,763), South Korea (11,307), and Ukraine (10,681). Though predominantly white, Ohio has large black populations in all major metropolitan areas throughout the state, Ohio has a significant Hispanic population made up of Mexicans in Toledo and Columbus, and Puerto Ricans in Cleveland and Columbus, and also has a significant and diverse Asian population in Columbus.
Ancestry groups (which the census defines as not including racial terms) in the state were: 26.5% German, 14.1% Irish, 9.0% English, 6.4% Italian, 3.8% Polish, 2.5% French, 1.9% Scottish, 1.7% Hungarian, 1.6% Dutch, 1.5% Mexican, 1.2% Slovak, 1.1% Welsh, and 1.1% Scotch-Irish. Ancestries claimed by less than 1% of the population include Sub-Saharan African, Puerto Rican, Swiss, Swedish, Arab, Greek, Norwegian, Romanian, Austrian, Lithuanian, Finnish, West Indian, Portuguese and Slovene.
=== Languages ===
About 6.7% of the population age 5 years and older reported speaking a language other than English, with 2.2% of the population speaking Spanish, 2.6% speaking other Indo-European languages, 1.1% speaking Asian and Austronesian languages, and 0.8% speaking other languages. Numerically: 10,100,586 spoke English, 239,229 Spanish, 55,970 German, 38,990 Chinese, 33,125 Arabic, and 32,019 French. In addition, 59,881 spoke a Slavic language and 42,673 spoke another West Germanic language according to the 2010 census. Ohio also had the nation's largest population of Slovene speakers, second largest of Slovak speakers, second largest of Pennsylvania Dutch (German) speakers, and the third largest of Serbian speakers.
=== Religion ===
According to a Pew Forum poll in 2014, 73% of Ohioans identified as Christian. Specifically, 29% of Ohio's population identified as Evangelical Protestant, 17% as Mainline Protestant, 7% as Historically Black Protestant, and 18% as Catholic. Roughly 22% of the population were unaffiliated with any religious body. Small minorities of Jews (1%), Jehovah's Witnesses (1%), Muslims (1%), Hindus (<1%), Buddhists (1%), Mormons (1%), and other faiths (1-1.5%) exist according to this study.According to the Association of Religion Data Archives (ARDA), in 2010 the largest Christian denominations by adherents were the Catholic Church with 1,992,567; the United Methodist Church with 496,232; the Evangelical Lutheran Church in America with 223,253, the Southern Baptist Convention with 171,000, the Christian Churches and Churches of Christ with 141,311, the United Church of Christ with 118,000, and the Presbyterian Church (USA) with 110,000. With about 80,000 adherents in 2020, Ohio had the second largest Amish population of all U.S. states, only behind neighboring Pennsylvania.According to the same data from 2014's study, a majority of Ohioans, 56%, felt religion was "very important", 25% that it was "somewhat important", and 19% that religion was "not too important/not important at all". Among them, 38% of Ohioans indicate that they attend religious services at least once weekly, 32% occasionally, and 30% seldom or never.Per ARDA's 2020 study, Christianity remained the predominant religion. Non-denominational Christianity, numbering 1,411,863, were the largest Protestant cohort, although Catholicism remained the single-largest denomination with 1,820,233 adherents. According to the Public Religion Research Institute in 2021, overall, Christianity was 64% of the total population; the unaffiliated made up 30% of the population; altogether, those identifying with a religion or spiritual tradition were 70% of the state's population.
== Economy ==
According to the U.S. Census Bureau, the total number of people employed in 2016 was 4,790,178. The total number of unique employer establishments was 252,201, while the total number of non-employer establishments was 785,833. In 2010, Ohio was ranked second in the country for best business climate by Site Selection magazine, based on a business-activity database. The state has also won three consecutive Governor's Cup awards from the magazine, based on business growth and developments. As of 2016, Ohio's gross domestic product (GDP) was $626 billion. This ranks Ohio's economy as the seventh-largest among all 50 states and Washington, D.C.The Small Business & Entrepreneurship Council ranked the state No. 10 for best business-friendly tax systems in their Business Tax Index 2009, including a top corporate tax and capital gains rate that were both ranked No. 6 at 1.9%. Ohio was ranked No. 11 by the council for best friendly-policy states according to their Small Business Survival Index 2009. The Directorship's Boardroom Guide ranked the state No. 13 overall for best business climate, including No. 7 for best litigation climate. Forbes ranked the state No. 8 for best regulatory environment in 2009. Ohio has five of the top 115 colleges in the nation, according to U.S. News & World Report's 2010 rankings, and was ranked No. 8 by the same magazine in 2008 for best high schools.Ohio's unemployment rate stands at 4.5% as of February 2018, down from 10.7% in May 2010. The state still lacks 45,000 jobs compared to the pre-recession numbers of 2007. The labor force participation as of April 2015 is 63%, slightly above the national average. Ohio's per capita income stands at $34,874. As of 2019, Ohio's median household income is $58,642, and 13.1% of the population is below the poverty line.The manufacturing and financial activities sectors each compose 18.3% of Ohio's GDP, making them Ohio's largest industries by percentage of GDP. Ohio has the third largest manufacturing workforce behind California and Texas. Ohio has the largest bioscience sector in the Midwest, and is a national leader in the "green" economy. Ohio is the largest producer in the country of plastics, rubber, fabricated metals, electrical equipment, and appliances. 5,212,000 Ohioans are currently employed by wage or salary.By employment, Ohio's largest sector is trade/transportation/utilities, which employs 1,010,000 Ohioans, or 19.4% of Ohio's workforce, while the health care and education sector employs 825,000 Ohioans (15.8%). Government employs 787,000 Ohioans (15.1%), manufacturing employs 669,000 Ohioans (12.9%), and professional and technical services employs 638,000 Ohioans (12.2%). Ohio's manufacturing sector is the third-largest of all fifty United States states in terms of gross domestic product. Fifty-nine of the United States' top 1,000 publicly traded companies (by revenue in 2008) are headquartered in Ohio, including Procter & Gamble, Goodyear Tire & Rubber, AK Steel, Timken, Abercrombie & Fitch, and Wendy's.Ohio is also one of 41 states with its own lottery, the Ohio Lottery. As of 2020, the Ohio Lottery has contributed more than $26 billion to education beginning in 1974.
== Transportation ==
=== Roads ===
Many major east–west transportation corridors go through Ohio. One of those pioneer routes, known in the early 20th century as "Main Market Route 3", was chosen in 1913 to become part of the historic Lincoln Highway which was the first road across America, connecting New York City to San Francisco. In Ohio, the Lincoln Highway linked many towns and cities together, including Canton, Mansfield, Wooster, Lima, and Van Wert. The arrival of the Lincoln Highway to Ohio was a major influence on the development of the state. Upon the advent of the federal numbered highway system in 1926, the Lincoln Highway through Ohio became U.S. Route 30.
Ohio is home to 228 miles (367 km) of the historic National Road, now U.S. Route 40.
Ohio has a highly developed network of roads and interstate highways. Major east-west through routes include the Ohio Turnpike (I-80/I-90) in the north, I-76 through Akron to Pennsylvania, I-70 through Columbus and Dayton, and the Appalachian Highway (State Route 32) running from West Virginia to Cincinnati. Major north–south routes include I-75 in the west through Toledo, Dayton, and Cincinnati, I-71 through the middle of the state from Cleveland through Columbus and Cincinnati into Kentucky, and I-77 in the eastern part of the state from Cleveland through Akron, Canton, New Philadelphia and Marietta south into West Virginia. Interstate 75 between Cincinnati and Dayton is one of the heaviest traveled sections of interstate in Ohio.
=== Trails ===
Ohio also has a highly developed network of signed state bicycle routes. Many of them follow rail trails, with conversion ongoing. The Ohio to Erie Trail (route 1) connects Cincinnati, Columbus, and Cleveland. U.S. Bicycle Route 50 traverses Ohio from Steubenville to the Indiana state line outside Richmond.Ohio has several long-distance hiking trails, the most prominent of which is the Buckeye Trail which extends 1,444 mi (2,324 km) in a loop around the state of Ohio. Part of it is on roads and part is on wooded trail. Additionally, the North Country Trail (the longest of the eleven National Scenic Trails authorized by Congress) and the American Discovery Trail (a system of recreational trails and roads that collectively form a coast-to-coast route across the mid-tier of the United States) pass through Ohio. Much of these two trails coincide with the Buckeye Trail.
=== Rail ===
Ohio has an extensive rail network, though today most lines carry only freight traffic. Three Class I freight railroads operate in Ohio: CSX Transportation, Norfolk Southern Railway, and Canadian National Railway. Many local freight carriers also exist in the state.
Amtrak, the national passenger railroad, operates three long-distance rail routes through Ohio. The Lake Shore Limited serves Cleveland, Elyria, Toledo, Sandusky, and Bryan. The Capitol Limited stops in those cities as well as in Alliance. The Cardinal serves Cincinnati Union Terminal. From Ohio, passengers can ride directly to Chicago, New York, Boston, Washington, D.C., Indianapolis, Pittsburgh, Buffalo, and dozens of destinations in-between.
Columbus is the largest city in the United States without any form of passenger rail. Its Union Station was last served in 1979 by the National Limited.
Ohio is home to several scenic railways and museums, including the Cuyahoga Valley Scenic Railroad through Cuyahoga Valley National Park, the Age of Steam Roundhouse museum, and the Hocking Valley Scenic Railway near Hocking Hills State Park.
=== Transit ===
Mass transit exists in many forms in Ohio cities, primarily through bus systems. The Greater Cleveland Regional Transit Authority (GCRTA) operates the RTA Rapid Transit system, which consists of one heavy rail line, three light rail lines, and three bus rapid transit lines. Cincinnati is served by the Southwest Ohio Regional Transit Authority (SORTA) bus network as well as a 3.6-mile (5.8 km) streetcar line, the Cincinnati Bell Connector. Other major transit agencies in Ohio include the Central Ohio Transit Authority (COTA) serving Columbus and the Greater Dayton Regional Transit Authority (GDRTA) serving Dayton.
=== Air travel ===
Ohio has four international airports, four commercial, and two military. The four international include Cleveland Hopkins International Airport, John Glenn Columbus International Airport, Dayton International Airport, and Rickenbacker International Airport (one of two military airfields). The other military airfield is Wright Patterson Air Force Base which is one of the largest Air Force bases in the United States. Other major airports are located in Toledo and Akron. Cincinnati's primary airport, Cincinnati/Northern Kentucky International Airport, is in Hebron, Kentucky, and therefore is not included in Ohio airport lists.
=== Waterways ===
== Law and government ==
The state government of Ohio consists of the executive, legislative, and judicial branches.
=== Executive branch ===
The executive branch is headed by the governor of Ohio. The current governor is Mike DeWine since 2019, a member of the Republican Party. A lieutenant governor succeeds the governor in the event of any removal from office, and performs any duties assigned by the governor. The current lieutenant governor is Jon Husted. The other elected constitutional offices in the executive branch are the secretary of state (Frank LaRose), auditor (Keith Faber), treasurer (Robert Sprague), and attorney general (Dave Yost). There are 21 state administrative departments in the executive branch.
=== Legislative branch ===
The Ohio General Assembly is a bicameral legislature consisting of the Senate and House of Representatives. The Senate is composed of 33 districts, each of which is represented by one senator. Each senator represents approximately 330,000 constituents. The House of Representatives is composed of 99 members. The Republican Party is the controlling party in both houses as of the 2020 election cycle.
In order to be enacted into law, a bill must be adopted by both houses of the General Assembly and signed by the Governor. If the Governor vetoes a bill, the General Assembly can override the veto with a three-fifths supermajority of both houses. A bill will also become a law if the Governor fails to sign or veto it within 10 days of its being presented. The session laws are published in the official Law of Ohio. These in turn have been codified in the Ohio Revised Code.The General Assembly, with the approval of the Governor, draws the U.S. congressional district lines for Ohio's 16 seats in the United States House of Representatives. The Ohio Apportionment Board draws state legislative district lines in Ohio.
=== Judicial branch ===
There are three levels of the Ohio state judiciary. The lowest level is the court of common pleas: each county maintains its own constitutionally mandated court of common pleas, which maintain jurisdiction over "all justiciable matters". The intermediate-level court system is the district court system. Twelve courts of appeals exist, each retaining jurisdiction over appeals from common pleas, municipal, and county courts in a set geographical area. A case heard in this system is decided by a three-judge panel, and each judge is elected.The state's highest-ranking court is the Ohio Supreme Court. A seven-justice panel composes the court, which, by its own discretion, hears appeals from the courts of appeals, and retains original jurisdiction over limited matters.
=== Local government ===
There are also several levels of local government in Ohio: counties, municipalities (cities and villages), townships, special districts, and school districts.
Ohio is divided into 88 counties. Ohio law defines a structure for county government, although they may adopt charters for home rule. Summit County and Cuyahoga County have chosen an alternate form of government. The other counties have a government with a three-member board of county commissioners, a sheriff, coroner, auditor, treasurer, clerk of the court of common pleas prosecutor, engineer, and recorder.There are two kinds of incorporated municipalities, 251 cities and 681 villages. If a municipality has five thousand or more residents as of the last United States Census it is a city, otherwise it is a village. Municipalities have full home rule powers, may adopt a charter, ordinances and resolutions for self-government. Each municipality chooses its own form of government, but most have elected mayors and city councils or city commissions. City governments provide much more extensive services than county governments, such as police forces and paid (as opposed to volunteer) fire departments.
The entire area of the state is encompassed by townships. When the boundaries of a township are coterminous with the boundaries of a city or village, the township ceases to exist as a separate government (called a paper township). Townships are governed by a three-member board of township trustees. Townships may have limited home rule powers.There are more than 600 city, local, and exempted village school districts providing K-12 education in Ohio, as well as about four dozen joint vocation school districts, which are separate from the K-12 districts. Each city school district, local school district, or exempted village school district is governed by an elected board of education. A school district previously under state supervision (municipal school district) may be governed by a board whose members either are elected or appointed by the mayor of the municipality containing the greatest portion of the district's area.
== Politics ==
=== "Mother of presidents" ===
Six U.S. presidents hailed from Ohio at the time of their elections, giving rise to its nickname "mother of presidents", a sobriquet it shares with Virginia. It is also termed "modern mother of presidents", in contrast to Virginia's status as the origin of presidents earlier in American history. Seven presidents were born in Ohio, making it second to Virginia's eight. Virginia-born William Henry Harrison lived most of his life in Ohio and is also buried there. Harrison conducted his political career while living on the family compound, founded by his father-in-law, John Cleves Symmes, in North Bend, Ohio. The seven presidents born in Ohio were Ulysses S. Grant (elected from Illinois), Rutherford B. Hayes, James A. Garfield, Benjamin Harrison (grandson of William Henry Harrison & elected from Indiana), William McKinley, William Howard Taft and Warren G. Harding. All seven were Republicans.
=== Electoral history ===
Ohio has been considered a swing state, being won by either the Democratic or Republican candidates reasonably each election. As such, Ohio is usually targeted by both major-party campaigns, especially in competitive elections. Pivotal in the election of 1888, Ohio has been a regular swing state since 1980 and has been considered a bellwether. This status, however, was called into question after incumbent Republican Donald Trump won the state by a comfortable eight-point margin in the 2020 presidential election despite losing nationally to Democratic challenger Joe Biden.Historian R. Douglas Hurt asserts that not since Virginia "had a state made such a mark on national political affairs". The Economist notes that "This slice of the mid-west contains a bit of everything American—part north-eastern and part southern, part urban and part rural, part hardscrabble poverty and part booming suburb". Since 1896, Ohio has had only three misses in the general election (Thomas E. Dewey in 1944, Richard Nixon in 1960, and Donald Trump in 2020) and had the longest perfect streak of any state, voting for the winning presidential candidate in each election from 1964 to 2016, and in 33 of the 38 held since the Civil War. No Republican has ever won the presidency without winning Ohio.
As of 2019, there are more than 7.8 million registered Ohioan voters, with 1.3 million Democrats and 1.9 million Republicans. They are disproportionate in age, with a million more over 65 than there are 18- to 24-year-olds. Since the 2010 midterm elections, Ohio's voter demographic has leaned towards the Republican Party. The governor, Mike DeWine, is Republican, as are all other non-judicial statewide elected officials, including Lieutenant Governor Jon A. Husted, Attorney General Dave Yost, State Auditor Keith Faber, Secretary of State Frank LaRose and State Treasurer Robert Sprague. In the Ohio State Senate the Republicans are the majority, 25–8, and in the Ohio House of Representatives the Republicans control the delegation 64–35.
Losing one seat in the U.S. House of Representatives following the 2020 census, Ohio has 15 seats for the two presidential elections of the decade in 2024 and 2028. As of the 2022 cycle, ten federal representatives are Republicans while five are Democrats. Marcy Kaptur (D-09) is the most senior member of the Ohio delegation to the U.S. House of Representatives. The senior U.S. senator, Sherrod Brown, is a Democrat, while the junior, J. D. Vance, is a Republican.
=== Allegations of voter suppression ===
Since 1994, the state has had a policy of purging infrequent voters from its rolls. In April 2016, a lawsuit was filed, challenging this policy on the grounds that it violated the National Voter Registration Act (NVRA) of 1993 and the Help America Vote Act of 2002. In June, the federal district court ruled for the plaintiffs and entered a preliminary injunction applicable only to the November 2016 election. The preliminary injunction was upheld in September by the Court of Appeals for the Sixth Circuit. Had it not been upheld, thousands of voters would have been purged from the rolls just a few weeks before the election.It was estimated in 2017 that the state has removed up to two million voters since 2011.In a 2020 study, Ohio was ranked as the 17th hardest state for citizens to vote in.
== Education ==
Ohio's system of public education is outlined in Article VI of the state constitution, and in Title XXXIII of the Ohio Revised Code. Ohio University, the first university in the Northwest Territory, was also the first public institution in Ohio. Substantively, Ohio's system is similar to those found in other states. At the State level, the Ohio Department of Education, which is overseen by the Ohio State Board of Education, governs primary and secondary educational institutions. At the municipal level, there are approximately 700 school districts statewide. The Ohio Board of Regents coordinates and assists with Ohio's institutions of higher education which have recently been reorganized into the University System of Ohio under Governor Strickland. The system averages an annual enrollment of more than 400,000 students, making it one of the five largest state university systems in the U.S.
=== Colleges and universities ===
Ohio schools consistently ranking in the top 50 nationally of the U.S. News & World Report of liberal arts colleges are Ohio Big Three; Denison University, Oberlin College, and Kenyon College. Ranking in the top 100 of national research universities typically includes Case Western Reserve University, Ohio State University and Miami University.
13 state universities
Bowling Green State University (Bowling Green)
Central State University (Wilberforce)
Cleveland State University (Cleveland)
Kent State University (Kent)
Miami University (Oxford)
Ohio State University, (Columbus)
Ohio University (Athens)
Shawnee State University (Portsmouth)
University of Akron (Akron)
University of Cincinnati (Cincinnati)
University of Toledo (Toledo)
Wright State University (Dayton)
Youngstown State University (Youngstown)
24 state university branch and regional campuses46 private colleges and universities
6 free-standing state-assisted medical schools
Boonshoft School of Medicine, Wright State University
Heritage College of Osteopathic Medicine, Ohio University
Northeast Ohio Medical University
The Ohio State University College of Medicine and Public Health
University of Cincinnati College of Medicine
University of Toledo College of Medicine (formerly Medical University of Ohio)
15 community colleges
8 technical colleges
24 independent non-profit colleges
=== Libraries ===
Ohio is home to some of the nation's highest-ranked public libraries. The 2008 study by Thomas J. Hennen Jr. ranked Ohio as number one in a state-by-state comparison. For 2008, 31 of Ohio's library systems were all ranked in the top ten for American cities of their population category.
500,000 books or more
Columbus Metropolitan Library (First)
Cuyahoga County Public Library (Second)
Public Library of Cincinnati and Hamilton County (Tenth)The Ohio Public Library Information Network (OPLIN) is an organization that provides Ohio residents with internet access to their 251 public libraries. OPLIN also provides Ohioans with free home access to high-quality, subscription research databases.
Ohio also offers the OhioLINK program, allowing Ohio's libraries (particularly those from colleges and universities) access to materials for the other libraries. The program is largely successful in allowing researchers for access to books and other media that might not be otherwise available.
== Culture ==
=== Arts ===
==== Music ====
The Rock and Roll Hall of Fame and the Rhythm and Blues Music Hall of Fame are both located in Cleveland. Cleveland disc jockey Alan Freed is credited with coining the term and promoting rock and roll in the early 1950s. Cincinnati is home to the American Classical Music Hall of Fame and Museum.
Popular musicians from Ohio include Mamie Smith, Dean Martin, Dave Grohl, Tyler Joseph and Josh Dun of Twenty One Pilots, Frankie Yankovic, Doris Day, the McGuire Sisters, the Isley Brothers, Bobby Womack, Howard Hewett, Shirley Murdock, Boz Scaggs, John Legend, Marilyn Manson, Nine Inch Nails, Dan Auerbach and Patrick Carney of the Black Keys, Griffin Layne, Joe Dolce, Kid Cudi, Benjamin Orr of the Cars, Chrissie Hynde of the Pretenders, William "Bootsy" Collins, Stephanie Eulinberg of Kid Rock's Twisted Brown Trucker Band, and Devo. Five Ohio musicians are Rock and Roll Hall of Fame members.
==== Performing arts ====
Playhouse Square in downtown Cleveland is the second-largest performing arts center in the United States, home to ten theaters. The Cleveland Orchestra is one of the historic Big Five orchestras in the U.S., and is considered among the best worldwide.Many other Ohio cities are home to their own orchestras, including Akron, Blue Ash, Canton, Cincinnati, Columbus, Dayton, Toledo, and Youngstown. Cincinnati is home to its own ballet, symphony orchestra, pops orchestra, and opera, all housed at the Cincinnati Music Hall. Dayton is also home to a ballet, orchestra, and opera, collectively known as the Dayton Performing Arts Alliance.
The Columbus Association for the Performing Arts manages seven historic Columbus area theaters.Within the marching arts, Winter Guard International has hosted national championships in performing arts at the University of Dayton 18 times between 1983 and 2003, and has permanently since 2005. The Bluecoats Drum and Bugle Corps are Ohio's highest fielding drum corps, competing in the Drum Corps International World Class circuit out of Canton.
==== Visual arts ====
Ohio is home to 30 art institutions, including the Columbus Museum of Art, Cincinnati Art Museum, Cleveland Museum of Art, and other entities. The full list includes:
The Cincinnati Art Museum holds over 100,000 works spanning 6,000 years of human history, being among the most comprehensive collections in the Midwest. Among its notable collections are works by Master of San Baudelio, Jorge Ingles, Sandro Botticelli (Judith with Head of Holofernes), Matteo di Giovanni, Domenico Tintoretto (Portrait of Venetian dux Marino Grimani), Mattia Preti, Bernardo Strozzi, Frans Hals, Bartolomé Esteban Murillo (St. Thomas of Villanueva), Peter Paul Rubens (Samson and Delilah) and Aert van der Neer. The collection also includes works by Jean-Baptiste-Camille Corot, Pierre-Auguste Renoir, Camille Pissarro, Claude Monet (Rocks At Belle Isle), and Pablo Picasso. The museum also has a large collection of paintings by American painter Frank Duveneck (Elizabeth B. Duveneck).
The Cleveland Museum of Art is internationally renowned for its substantial holdings of Asian and Egyptian art, and has a permanent collection of more than 61,000 works from around the world. It is the fourth-wealthiest art museum in the United States.The Columbus Museum of Art holds nineteenth and early twentieth-century American and European art, including early Cubist paintings by Pablo Picasso and Juan Gris, works by François Boucher, Paul Cézanne, Mary Cassatt, Jean Auguste Dominique Ingres, Edgar Degas, Henri Matisse, Claude Monet, Edward Hopper, and Norman Rockwell, and installations by Mel Chin, Josiah McElheny, Susan Philipsz, and Allan Sekula. Also in Columbus, the Billy Ireland Cartoon Library & Museum collection includes 450,000 original cartoons, 36,000 books, 51,000 serial titles, and 3,000 feet (910 m) of manuscript materials, plus 2.5 million comic strip clippings and tear sheets, making it the largest research library for cartoon art.
Youngstown's Butler Institute of American Art was the first museum to be dedicated exclusively to American art.
=== Sports ===
==== Professional sports teams ====
Ohio is home to eight professional sports teams across the five different major leagues in the United States. Current teams include the Cincinnati Reds and Cleveland Guardians of Major League Baseball, the Columbus Crew SC and FC Cincinnati of Major League Soccer, the Cleveland Cavaliers of the National Basketball Association, the Cincinnati Bengals and Cleveland Browns of the National Football League, and the Columbus Blue Jackets of the National Hockey League.Ohio has brought home seven World Series titles (Reds 1919, 1940, 1975, 1976, 1990; Indians 1920, 1948), two MLS Cups (Crew 2008, 2020), one NBA Championship (Cavaliers 2016), and nine NFL Championships (Pros 1920; Bulldogs 1922, 1923, 1924; Rams 1945; Browns 1950, 1954, 1955, 1964). Despite this success in the NFL in the first half of the 20th century, no Ohio team has won the Super Bowl since its inception in 1967. No Ohio team has made an appearance in the Stanley Cup Finals.
Ohio played a central role in the development of both Major League Baseball and the National Football League. Baseball's first fully professional team, the Cincinnati Red Stockings of 1869, were organized in Ohio. An informal early-20th-century American football association, the Ohio League, was the direct predecessor of the modern NFL, although neither of Ohio's modern NFL franchises trace their roots to an Ohio League club. The NFL itself was founded in Canton, Ohio in 1920 as the American Professional Football Conference. The first official game occurred on October 3, 1920, when the Dayton Triangles beat the Columbus Panhandles 14-0 in Dayton. Canton would later be enshrined as the home of the Pro Football Hall of Fame in 1963.On a smaller scale, Ohio hosts minor league baseball, arena football, indoor football, mid-level hockey, and lower division soccer.
==== Individual sports ====
The Mid-Ohio Sports Car Course has hosted several auto racing championships, including CART World Series, IndyCar Series, NASCAR Nationwide Series, Can-Am, Formula 5000, IMSA GT Championship, American Le Mans Series and Rolex Sports Car Series.
The Grand Prix of Cleveland also hosted CART races from 1982 to 2007. The Eldora Speedway is a major dirt oval that hosts NASCAR Camping World Truck Series, World of Outlaws Sprint Cars and USAC Silver Crown Series races.
Ohio hosts two PGA Tour events, the WGC-Bridgestone Invitational and Memorial Tournament.
The Cincinnati Masters is an ATP World Tour Masters 1000 and WTA Premier 5 tennis tournament.
==== College sports ====
Ohio has eight NCAA Division I Football Bowl Subdivision college football teams, divided among three different conferences. It has also experienced considerable success in the secondary and tertiary tiers of college football divisions.
There are two programs in the Power Five conferences; the Ohio State Buckeyes of the Big Ten Conference and the Cincinnati Bearcats of the Big 12 Conference. The Ohio State Buckeyes football team is second in all-time winning percentage, with a 931–327–53 overall record and a 25–26 bowl record as of 2020. The program has produced seven Heisman Trophy winners, forty conference titles, and eight undisputed national championships. The men's basketball program has appeared in the NCAA Division I men's basketball tournament 27 times.
The Cincinnati Bearcats men's basketball team has over 1,800 wins and 33 March Madness appearances, whilst the Bearcats football team became the first so-called "Group of Five" team to qualify to the College Football Playoff in 2022.In the Group of Five conferences, six teams are represented in the Mid-American Conference: the Akron Zips, Bowling Green Falcons, Kent State Golden Flashes, Miami RedHawks, Ohio Bobcats and the Toledo Rockets. The MAC headquarters are in Cleveland. The Cincinnati–Miami rivalry game has been played in southwest Ohio every year since 1888 and is the oldest current non-conference NCAA football rivalry.
Other Division I schools, either part of the NCAA Division I Football Championship Subdivision or not fielding in football include the Cleveland State Vikings, Xavier Musketeers, Wright State Raiders, and Youngstown State Penguins. Xavier's men's basketball has performed particularly well, with 27 March Madness appearances. Youngstown State's football has the third most NCAA Division I Football Championship wins, with 3.
There are 12 NCAA Division II universities and 22 NCAA Division III universities in Ohio.
== See also ==
Index of Ohio-related articles
Outline of Ohio
== Notes ==
== References ==
== Bibliography ==
Profiles of Ohio: history, statistics, demographics for all 1,339 populated places in Ohio, with detailed state and government histories, plus comparative statistics & rankings. (6th ed. Grey House Publishing, 2021). 828pp ISBN 1-64265-827-8; covers 88 counties, 248 cities and 689 villages.
Cayton, Andrew R. L. (2002). Ohio: The History of a People. Columbus, OH: The Ohio State University Press. ISBN 0-8142-0899-1
Kern, Kevin F., and Gregory S. Wilson. (2013) Ohio: A History of the Buckeye State (Wiley-Blackwell, 2013), 544pp
Knepper, George W. (1989). Ohio and Its People. Kent, OH: Kent State University Press. ISBN 978-0-87338-791-0
Holli, Melvin G. (1999). The American Mayor. State College, PA: Pennsylvania State University Press. ISBN 0-271-01876-3
Roseboom, Eugene H.; Weisenburger, Francis P. (1967). A History of Ohio. Columbus: The Ohio Historical Society.
Putnam, Melanie K; Schaefgen, Susan M (1997). Ohio Legal Research Guide. William S Hein & Co. ISBN 978-1-57588-087-7.
== External links ==
State of Ohio official website
Ohio State Facts from USDA
U.S. Census Bureau (Ohio Quick Facts)
USGS real-time, geographic, and other scientific resources of Ohio
Thunder in the Heartland: A Chronicle of Outstanding Weather Events in Ohio, by Thomas Schmidlin and Jeanne Appelhans Schmidlin; The Kent State university Press; Kent, Ohio, 1996. ISBN 978-0-87338-549-7
Ohio at Curlie
Geographic data related to Ohio at OpenStreetMap
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Tokyo
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Tokyo (; Japanese: 東京, Tōkyō, [toːkʲoː] ), officially the Tokyo Metropolis (東京都, Tōkyō-to), is the capital and the most populous prefecture of Japan. Tokyo's metropolitan area (including neighboring prefectures as well as Tochigi, Gunma and Ibaraki; 13,452 square kilometers or 5,194 square miles) is the most populous in the world, with an estimated 37.468 million residents as of 2018; although this number has been gradually decreasing since then, the prefecture itself has a population of 14.09 million people while the prefecture's central 23 special wards have a population of 9.73 million. Located at the head of Tokyo Bay, the prefecture forms part of the Kantō region on the central coast of Honshu, Japan's largest island. Tokyo serves as Japan's economic center and is the seat of both the Japanese government and the Emperor of Japan.
Originally a fishing village named Edo, the city emerged into political prominence in 1603, when it became the seat of the Tokugawa shogunate. By the mid-18th century, Edo was one of the most populous cities in the world with a population of over one million people. Following the Meiji Restoration of 1868, the imperial capital in Kyoto was moved to Edo, which was renamed "Tokyo" (lit. 'Eastern Capital'). Tokyo was devastated by the 1923 Great Kantō earthquake, and again by Allied bombing raids during World War II. Beginning in the 1950s, the prefecture underwent rapid reconstruction and expansion efforts, going on to lead the Japanese economic miracle. In 1968, Japan became the second largest economy, only behind the United States. Since 1943, the Tokyo Metropolitan Government has administered the prefecture's special wards (formerly Tokyo City), various commuter towns and suburbs in its western area, and two outlying island chains known as the Tokyo Islands.
Tokyo is the largest urban economy in the world by gross domestic product, and is categorized as an Alpha+ city by the Globalization and World Cities Research Network. It is also Japan's leading business hub as part of an industrial region that includes the cities of Yokohama, Kawasaki, and Chiba. As of 2023, Tokyo is home to 29 companies of the Fortune Global 500. In 2020, the city ranked fourth on the Global Financial Centres Index, behind only New York City, London, and Shanghai. Tokyo is home to the world's tallest tower, Tokyo Skytree, and the world's largest underground floodwater diversion facility, the Metropolitan Area Outer Underground Discharge Channel (located in Kasukabe, Saitama, a suburb of Tokyo). The Tokyo Metro Ginza Line, opened in 1927, is the oldest underground metro line in East Asia. Recognized as one of the most livable cities in the world, Tokyo was tied fourth with Wellington in the 2021 Global Livability Ranking.The city has hosted multiple international events, including the 1964 Summer Olympics and 1964 Summer Paralympics, the 2020 Summer Olympics and 2020 Summer Paralympics (postponed; held in 2021), and three summits of the G7 (in 1979, 1986, and 1993). Tokyo is an international research and development hub and is likewise represented by several major universities, most notably the University of Tokyo. Tokyo Station is the central hub for Japan's high-speed railway network, the Shinkansen; Shinjuku Station in Tokyo is also the world's busiest train station. Notable special wards of Tokyo include: Chiyoda, the site of the National Diet Building and the Tokyo Imperial Palace; Shinjuku, the city's administrative center; and Shibuya, a commercial, cultural, and business hub.
== Etymology ==
Tokyo was originally known as Edo (江戸), a kanji compound of 江 (e, "cove, inlet") and 戸 (to, "entrance, gate, door"). The name, which can be translated as "estuary", is a reference to the original settlement's location at the meeting of the Sumida River and Tokyo Bay. During the Meiji Restoration in 1868, the name of the city was changed to Tokyo (東京, from 東 tō "east", and 京 kyō "capital"), when it became the new imperial capital, in line with the East Asian tradition of including the word capital (京) in the name of the capital city (for example, Kyoto (京都), Keijō (京城), Beijing (北京), Nanjing (南京), and Xijing (西京)). During the early Meiji period, the city was sometimes called "Tōkei", an alternative pronunciation for the same characters representing "Tokyo", making it a kanji homograph. Some surviving official English documents use the spelling "Tokei"; however, this pronunciation is now obsolete.
== History ==
=== Pre-1869 (Edo period) ===
Tokyo was originally a village called Edo, in what was formerly part of the old Musashi Province. Edo was first fortified by the Edo clan, in the late twelfth century. In 1457, Ōta Dōkan built Edo Castle. In 1590, Tokugawa Ieyasu moved from Mikawa Province (his lifelong base) to the Kantō region. When he became shōgun in 1603, Edo became the center of his ruling. During the subsequent Edo period, Edo grew into one of the largest cities in the world with a population topping one million by the 18th century.Edo was still the home of the Tokugawa shogunate and not the capital of Japan (the Emperor himself lived in Kyoto almost continuously from 794 to 1868). During the Edo era, the city enjoyed a prolonged period of peace known as the Pax Tokugawa, and in the presence of such peace, the shogunate adopted a stringent policy of seclusion, which helped to perpetuate the lack of any serious military threat to the city. The absence of war-inflicted devastation allowed Edo to devote the majority of its resources to rebuilding in the wake of the consistent fires, earthquakes, and other devastating natural disasters that plagued the city.
This prolonged period of seclusion however came to an end with the arrival of American Commodore Matthew C. Perry in 1853. Commodore Perry forced the opening of the ports of Shimoda and Hakodate, leading to an increase in the demand for new foreign goods and subsequently a severe rise in inflation. Social unrest mounted in the wake of these higher prices and culminated in widespread rebellions and demonstrations, especially in the form of the "smashing" of rice establishments. Meanwhile, supporters of the Emperor leveraged the disruption that these widespread rebellious demonstrations were causing to further consolidate power by overthrowing the last Tokugawa shōgun, Yoshinobu, in 1867. After 265 years, the Pax Tokugawa came to an end.
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=== 1869–1943 ===
Edo was renamed Tokyo (Eastern Capital) on 3 September 1868, as the new government was consolidating its power after the fall of the Edo shogunate. The young Emperor Meiji visited once at the end of that year and eventually moved in in 1869. Tokyo was already the nation's political center, and the emperor's residence made it a de facto imperial capital as well, with the former Edo Castle becoming the Imperial Palace. The city of Tokyo was officially established on 1 May 1889.
The Tokyo Metro Ginza Line portion between Ueno and Asakusa was the first subway line built in Japan and East Asia completed on 30 December 1927. Central Tokyo, like Osaka, has been designed since about 1900 to be centered on major railway stations in a high-density fashion, so suburban railways were built relatively cheaply at street level and with their own right-of-way. Though expressways have been built in Tokyo, the basic design has not changed.Tokyo went on to suffer two major catastrophes in the 20th century: the 1923 Great Kantō earthquake, which left 140,000 dead or missing; and World War II.
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=== 1943–1945 ===
In 1943, the city of Tokyo merged with the prefecture of Tokyo to form the "Metropolitan Prefecture" of Tokyo. Since then, the Tokyo Metropolitan Government served as both the prefecture government for Tokyo, as well as administering the special wards of Tokyo, for what had previously been Tokyo City. World War II wreaked widespread destruction of most of the city due to the persistent Allied air raids on Japan and the use of incendiary bombs. The bombing of Tokyo in 1944 and 1945 is estimated to have killed between 75,000 and 200,000 civilians and left more than half of the city destroyed.The deadliest night of the war came on 9-10 March 1945, the night of the American "Operation Meetinghouse" raid; as nearly 700,000 incendiary bombs rained on the eastern half of the city, mainly in heavily residential wards. Two-fifths of the city were completely burned, more than 276,000 buildings were demolished, 100,000 civilians were killed, and 110,000 more were injured. Between 1940 and 1945, the population of Japan's capital city dwindled from 6,700,000 to less than 2,800,000, with the majority of those who lost their homes living in "ramshackle, makeshift huts".
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=== 1945–present ===
After the war, Tokyo became the base from which the United States under Douglas MacArthur administered Japan for six years. Tokyo struggled to rebuild as occupation authorities stepped in and drastically cut back on Japanese government rebuilding programs, focusing instead on simply improving roads and transportation. Tokyo did not experience fast economic growth until the 1950s.After the occupation of Japan ended in 1952, Tokyo was completely rebuilt and was showcased to the world during the 1964 Summer Olympics, such as the Yoyogi National Gymnasium and the 0 Series Shinkansen, the first bullet train of its class in the world. The 1970s and the 1980s brought new high-rise developments. In 1978, Sunshine 60 – the tallest skyscraper in Asia until 1985, and in Japan until 1991 – and Narita International Airport were constructed, and the population increased to about 11 million in the metropolitan area. The Edo-Tokyo Open Air Architectural Museum has historic Japanese buildings that existed in the urban landscape of pre-war Tokyo.
Tokyo's subway and commuter rail network became one of the busiest in the world as more and more people moved to the area. In the 1980s, real estate prices skyrocketed during a real estate and debt bubble. The bubble burst in the early 1990s, and many companies, banks, and individuals were caught with mortgage-backed debts while real estate was shrinking in value. A major recession followed, making the 1990s Japan's "Lost Decade", from which it is now slowly recovering.
Tokyo still sees new urban developments on large lots of less profitable land. Recent projects include Ebisu Garden Place, Tennōzu Isle, Shiodome, Roppongi Hills, Shinagawa (Shinagawa Station, a major hub for Shinkansen), and the Marunouchi side of Tokyo Station. Buildings of significance have been demolished for more up-to-date shopping facilities such as Omotesando Hills.Land reclamation projects in Tokyo have also been going on for centuries. The most prominent is the Odaiba area, now a major shopping and entertainment center. Various plans have been proposed for transferring national government functions from Tokyo to secondary capitals in other regions of Japan, to slow down rapid development in Tokyo and revitalize economically lagging areas of the country. These plans have been controversial within Japan and have yet to be realized.
The 2011 Tōhoku earthquake and tsunami that devastated much of the northeastern coast of Honshu was felt in Tokyo. However, due to Tokyo's earthquake-resistant infrastructure, damage in Tokyo was very minor compared to areas directly hit by the tsunami, although activity in the city was largely halted. The subsequent nuclear crisis caused by the tsunami has also largely left Tokyo unaffected, despite occasional spikes in radiation levels.On 7 September 2013, the IOC selected Tokyo to host the 2020 Summer Olympics. Tokyo thus became the first Asian city to host the Olympic Games twice. However, as a result of the COVID-19 pandemic, the 2020 Olympic Games took place from 23 July 2021, to 8 August 2021. It is also unclear how the city will deal with an increasing number of issues, urging scholars to offer possible alternatives approaches to tackle the most urgent problems. Although, the COVID-19 pandemic in Tokyo has impeded the growth of many industries, the real estate market in Japan is yet to be negatively impacted. Japanese real estate has become one of the safest investments for foreign investors around the world.
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== Geography and government ==
The mainland portion of Tokyo lies northwest of Tokyo Bay and measures about 90 km (56 mi) east to west and 25 km (16 mi) north to south. The average elevation in Tokyo is 40 m (131 ft). Chiba Prefecture borders it to the east, Yamanashi to the west, Kanagawa to the south, and Saitama to the north. Mainland Tokyo is further subdivided into the special wards (occupying the eastern half) and the Tama area (多摩地域) stretching westwards. Tokyo has a latitude of 35.65 (near the 36th parallel north), which makes it more southern than Rome (41.90), Madrid (40.41), New York City (40.71) and Beijing (39.91).Within the administrative boundaries of Tokyo Metropolis are two island chains in the Pacific Ocean directly south: the Izu Islands, and the Ogasawara Islands, which stretch more than 1,000 km (620 mi) away from the mainland. Because of these islands and the mountainous regions to the west, Tokyo's overall population density figures far under-represent the real figures for the urban and suburban regions of Tokyo.Under Japanese law, the prefecture of Tokyo is designated as a to (都), translated as metropolis. Tokyo Prefecture is the most populous prefecture and the densest, with 6,100 inhabitants per square kilometer (16,000/sq mi); by geographic area it is the third-smallest, above only Osaka and Kagawa. Its administrative structure is similar to that of Japan's other prefectures. The 23 special wards (特別区, tokubetsu-ku), which until 1943 constituted the city of Tokyo, are self-governing municipalities, each having a mayor, a council, and the status of a city.
In addition to these 23 special wards, Tokyo also includes 26 more cities (市 -shi), five towns (町 -chō or machi), and eight villages (村 -son or -mura), each of which has a local government. The Tokyo Metropolitan Government administers the whole metropolis including the 23 special wards and the cities and towns that constitute the prefecture. It is headed by a publicly elected governor and metropolitan assembly. Its headquarters is in Shinjuku Ward.
=== Municipalities ===
Since 2001, Tokyo consists of 62 municipalities: 23 special wards, 26 cities, 5 towns and 8 villages. Any municipality of Japan has a directly elected mayor and a directly elected assembly, each elected on independent four-year cycles. 23 of Tokyo's municipalities cover the area that had been Tokyo City until WWII, 30 remain today in the Tama area (former North Tama, West Tama and South Tama districts), 9 on Tokyo's outlying islands.
The special wards (特別区, tokubetsu-ku) of Tokyo comprise the area formerly incorporated as Tokyo City. The special wards use the word "city" in their official English name (e.g. Chiyoda City). The wards differ from other cities in having a unique administrative relationship with the prefectural government. Certain municipal functions, such as waterworks, sewerage, and fire-fighting, are handled by the Tokyo Metropolitan Government. To pay for the added administrative costs, the prefecture collects municipal taxes, which would usually be levied by the city. The "three central wards" of Tokyo – Chiyoda, Chūō and Minato – are the business core of the city, with a daytime population more than seven times higher than their nighttime population. Chiyoda Ward is unique in that it is in the very heart of the former Tokyo City, yet is one of the least populated wards. It is occupied by many major Japanese companies and is also the seat of the national government, and the Japanese emperor. It is often called the "political center" of the country. Akihabara, known for being an otaku cultural center and a shopping district for computer goods, is also in Chiyoda.
To the west of the special wards, Tokyo Metropolis consists of cities, towns, and villages that enjoy the same legal status as those elsewhere in Japan. While serving as "bed towns" for those working in central Tokyo, some of them also have a local commercial and industrial base, such as Tachikawa. Collectively, these are often known as the Tama area or Western Tokyo. The far west of the Tama area is occupied by the district (gun) of Nishi-Tama. Much of this area is mountainous and unsuitable for urbanization. The highest mountain in Tokyo, Mount Kumotori, is 2,017 m (6,617 ft) high; other mountains in Tokyo include Takanosu (1,737 m (5,699 ft)), Odake (1,266 m (4,154 ft)), and Mitake (929 m (3,048 ft)). Lake Okutama, on the Tama River near Yamanashi Prefecture, is Tokyo's largest lake. The district is composed of three towns (Hinode, Mizuho and Okutama) and one village (Hinohara). The Tokyo Metropolitan Government has designated Hachiōji, Tachikawa, Machida, Ōme and Tama New Town as regional centers of the Tama area, as part of its plans to relocate urban functions away from central Tokyo.
Tokyo has numerous outlying islands, which extend as far as 1,850 km (1,150 mi) from central Tokyo. Because of the islands' distance from the administrative headquarters of the Tokyo Metropolitan Government in Shinjuku, local subprefectural branch offices administer them. The Izu Islands are a group of volcanic islands and form part of the Fuji-Hakone-Izu National Park. The islands in order from closest to Tokyo are Izu Ōshima, Toshima, Nii-jima, Shikine-jima, Kōzu-shima, Miyake-jima, Mikurajima, Hachijō-jima, and Aogashima. The Izu Islands are grouped into three subprefectures. Izu Ōshima and Hachijojima are towns. The remaining islands are six villages, with Niijima and Shikinejima forming one village. The Ogasawara Islands include, from north to south, Chichi-jima, Nishinoshima, Haha-jima, Kita Iwo Jima, Iwo Jima, and Minami Iwo Jima. Ogasawara also administers two tiny outlying islands: Minami Torishima, the easternmost point in Japan and at 1,850 km (1,150 mi) the most distant island from central Tokyo, and Okinotorishima, the southernmost point in Japan. Japan's claim on an exclusive economic zone (EEZ) surrounding Okinotorishima is contested by China and South Korea as they regard Okinotorishima as uninhabitable rocks which have no EEZ. The Iwo chain and the outlying islands have no permanent population, but hosts Japan Self-Defense Forces personnel. Local populations are only found on Chichi-Jima and Haha-Jima. The islands form both Ogasawara Subprefecture and the village of Ogasawara, Tokyo.
==== Municipal mergers ====
When Tokyo reached its current extent except for smaller border changes in 1893, it consisted of over 170 municipalities, 1 (by definition: district-independent) city, nine districts with their towns and villages, plus the island communities that had never part of ritsuryō districts. By 1953, the number of municipalities had dropped to 97. The current total of 62 was reached in 2001.
=== National parks ===
As of 31 March 2008, 36% of the total land area of the prefecture was designated as Natural Parks (second only to Shiga Prefecture), namely the Chichibu Tama Kai, Fuji-Hakone-Izu, and Ogasawara National Parks (the last a UNESCO World Heritage Site); Meiji no Mori Takao Quasi-National Park; and Akikawa Kyūryō, Hamura Kusabana Kyūryō, Sayama, Takao Jinba, Takiyama, and Tama Kyūryō Prefectural Natural Parks.A number of museums are located in Ueno Park: Tokyo National Museum, National Museum of Nature and Science, Shitamachi Museum and National Museum for Western Art, among others. There are also artworks and statues at several places in the park. There is also a zoo in the park, and the park is a popular destination to view cherry blossoms.
=== Earthquakes ===
==== Minor quakes ====
Tokyo is near the boundary of three plates, making it an extremely active region for smaller quakes and slippage which frequently affect the urban area with swaying as if in a boat, although epicenters within mainland Tokyo (excluding Tokyo's 2,000 km (1,243 mi)–long island jurisdiction) are quite rare. It is not uncommon in the metro area to have hundreds of these minor quakes (magnitudes 4–6) that can be felt in a single year, something local residents merely brush off but can be a source of anxiety not only for foreign visitors but for Japanese from elsewhere as well. They rarely cause much damage (sometimes a few injuries) as they are either too small or far away as quakes tend to dance around the region. Particularly active are offshore regions and to a lesser extent Chiba and Ibaraki.
==== Infrequent powerful quakes ====
Tokyo has been hit by powerful megathrust earthquakes in 1703, 1782, 1812, 1855, 1923, and much more indirectly (with some liquefaction in landfill zones) in 2011; the frequency of direct and large quakes is a relative rarity. The 1923 earthquake, with an estimated magnitude of 8.3, killed 142,000 people, the last time the urban area was directly hit.
=== Volcanic eruptions ===
Mount Fuji is about 100 km (62 mi) southwest of Tokyo. There is a low risk of eruption. The last recorded was the Hōei eruption which started on 16 December 1707, and ended about 1 January 1708 (16 days). During the Hōei eruption, the ash amount was 4 cm in southern Tokyo (bay area) and 2 cm to 0.5 cm in central Tokyo. Kanagawa had 16 cm to 8 cm ash and Saitama 0.5 to 0 cm. If the wind blows north-east it could send volcanic ash to Tokyo metropolis. According to the government, less than a millimeter of the volcanic ash from a Mount Fuji eruption could cause power grid problems such as blackouts and stop trains in the Tokyo metropolitan area. A mixture of ash with rain could stick to cellphone antennas, power lines and cause temporary power outages. The affected areas would need to be evacuated.
=== Water management ===
Tokyo is located on the Kantō Plain with five river systems and dozens of rivers that expand during each season. Important rivers are Edogawa, Nakagawa, Arakawa, Kandagawa, Megurogawa and Tamagawa. In 1947, Typhoon Kathleen struck Tokyo, destroying 31,000 homes and killing 1,100 people. In 1958, Typhoon Ida dropped 400 mm (16 in) of rain in a single week, causing streets to flood. In the 1950s and 1960s, the government invested 6–7% of the national budget on disaster and risk reduction. A huge system of dams, levees and tunnels was constructed. The purpose is to manage heavy rain, typhonic rain, and river floods.Tokyo has currently the world's largest underground floodwater diversion facility called the Metropolitan Area Outer Underground Discharge Channel (MAOUDC). It took 13 years to build and was completed in 2006. The MAOUDC is a 6.3 km (3.9 mi) long system of tunnels, 22 meters (72 ft) underground, with 70-meter (230 ft) tall cylindrical tanks, each tank being large enough to fit a space shuttle or the Statue of Liberty. During floods, excess water is collected from rivers and drained to the Edo River. Low-lying areas of Kōtō, Edogawa, Sumida, Katsushika, Taitō and Arakawa near the Arakawa River are most at risk of flooding.
=== Climate ===
The former city of Tokyo and the majority of Tokyo prefecture lie in the humid subtropical climate zone (Köppen climate classification: Cfa), with hot, humid summers and mild to cool winters with occasional cold spells. The region, like much of Japan, experiences a one-month seasonal lag. The warmest month is August, which averages 26.9 °C (80.4 °F). The coolest month is January, averaging 5.4 °C (41.7 °F). The record low temperature was −9.2 °C (15.4 °F) on 13 January 1876. The record high was 39.5 °C (103.1 °F) on 20 July 2004.
The record highest low temperature is 30.3 °C (86.5 °F), on 12 August 2013, making Tokyo one of only seven observation sites in Japan that have recorded a low temperature over 30 °C (86.0 °F).Annual rainfall averages nearly 1,600 millimeters (63.0 in), with a wetter summer and a drier winter. The growing season in Tokyo lasts for about 322 days from around mid-February to early January. Snowfall is sporadic, and occurs almost annually. Tokyo often sees typhoons every year, though few are strong. The wettest month since records began in 1876 was October 2004, with 780 millimeters (30 in) of rain, including 270.5 mm (10.65 in) on the ninth of that month. The most recent of four months on record to observe no precipitation is December 1995. Annual precipitation has ranged from 879.5 mm (34.63 in) in 1984 to 2,229.6 mm (87.78 in) in 1938.
See or edit raw graph data.
Tokyo has experienced significant warming of its climate since temperature records began in 1876.
The western mountainous area of mainland Tokyo, Okutama also lies in the humid subtropical climate (Köppen classification: Cfa).
The climates of Tokyo's offshore territories vary significantly from those of the city. The climate of Chichijima in Ogasawara village is on the boundary between the tropical savanna climate (Köppen classification: Aw) and the tropical rainforest climate (Köppen classification: Af). It is approximately 1,000 km (621 mi) south of the Greater Tokyo Area, resulting in much different climatic conditions.
Tokyo's easternmost territory, the island of Minamitorishima in Ogasawara village, is in the tropical savanna climate zone (Köppen classification: Aw). Tokyo's Izu and Ogasawara islands are affected by an average of 5.4 typhoons a year, compared to 3.1 in mainland Kantō.
== Cityscape ==
Architecture in Tokyo has largely been shaped by Tokyo's history. Twice in recent history has the metropolis been left in ruins: first in the 1923 Great Kantō earthquake and later after extensive firebombing in World War II. Because of this, Tokyo's urban landscape consists mainly of modern and contemporary architecture, and older buildings are scarce. Tokyo features many internationally famous forms of modern architecture including Tokyo International Forum, Asahi Beer Hall, Mode Gakuen Cocoon Tower, NTT Docomo Yoyogi Building and Rainbow Bridge. Tokyo features two distinctive towers: Tokyo Tower and Tokyo Skytree, the latter of which is the tallest tower in both Japan and the world, and the second tallest structure in the world after the Burj Khalifa in Dubai. Mori Building Co started work on Tokyo's new tallest building which was set to be finished in March 2023. The project will cost 580 billion yen ($5.5 billion).Tokyo contains numerous parks and gardens. There are four national parks in Tokyo Prefecture, including the Fuji-Hakone-Izu National Park, which includes all of the Izu Islands.
== Environment ==
Tokyo has enacted a measure to cut greenhouse gases. Governor Shintaro Ishihara created Japan's first emissions cap system, aiming to reduce greenhouse gas emission by a total of 25% by 2020 from the 2000 level. Tokyo is an example of an urban heat island, and the phenomenon is especially serious in its special wards. According to the Tokyo Metropolitan Government, the annual mean temperature has increased by about 3 °C (5.4 °F) over the past 100 years. Tokyo has been cited as a "convincing example of the relationship between urban growth and climate".In 2006, Tokyo enacted the "10 Year Project for Green Tokyo" to be realized by 2016. It set a goal of increasing roadside trees in Tokyo to 1 million (from 480,000), and adding 1,000 ha (2,500 acres) of green space, 88 ha (220 acres) of which will be a new park named "Umi no Mori" (Sea Forest) which will be on a reclaimed island in Tokyo Bay which used to be a landfill. From 2007 to 2010, 436 ha (1,080 acres) of the planned 1,000 ha of green space was created and 220,000 trees were planted, bringing the total to 700,000. As of 2014, roadside trees in Tokyo have increased to 950,000, and a further 300 ha (740 acres) of green space has been added.
== Demographics ==
As of October 2012, the official intercensal estimate showed 13.506 million people in Tokyo, with 9.214 million living within Tokyo's 23 wards. During the daytime, the population swells by over 2.5 million as workers and students commute from adjacent areas. This effect is even more pronounced in the three central wards of Chiyoda, Chūō, and Minato, whose collective population as of the 2005 National Census was 326,000 at night, but 2.4 million during the day.In 1889, the Home Ministry recorded 1,375,937 people in Tokyo City and a total of 1,694,292 people in Tokyo-fu. In the same year, a total of 779 foreign nationals were recorded as residing in Tokyo. The most common nationality was English (209 residents), followed by American (182) and Chinese nationals (137).
== Economy ==
Tokyo has the largest metropolitan economy in the world. According to a study conducted by PricewaterhouseCoopers, the Greater Tokyo Area (Tokyo–Yokohama, TYO) of 38 million people had a total GDP of $2 trillion in 2012 (at purchasing power parity), which topped that list.
Tokyo is a major international finance center; it houses the headquarters of several of the world's largest investment banks and insurance companies, and serves as a hub for Japan's transportation, publishing, electronics and broadcasting industries. During the centralized growth of Japan's economy following World War II, many large firms moved their headquarters from cities such as Osaka (the historical commercial capital) to Tokyo, in an attempt to take advantage of better access to the government. This trend has begun to slow due to ongoing population growth in Tokyo and the high cost of living there.
Tokyo was rated by the Economist Intelligence Unit as the most expensive (highest cost-of-living) city in the world for 14 years in a row ending in 2006, when it was replaced by Oslo, and later Paris.Tokyo emerged as a leading international financial center (IFC) in the 1960s and has been described as one of the three "command centers" for the world economy, along with New York City and London. In the 2020 Global Financial Centers Index, Tokyo was ranked as having the fourth most competitive financial center in the world (alongside cities such as New York City, London, Shanghai, Hong Kong, Singapore, Beijing, San Francisco, Shenzhen and Zurich in the top 10), and second most competitive in Asia (after Shanghai). The Japanese financial market opened up slowly in 1984 and accelerated its internationalization with the "Japanese Big Bang" in 1998. Despite the emergence of Singapore and Hong Kong as competing financial centers, the Tokyo IFC manages to keep a prominent position in Asia. The Tokyo Stock Exchange is Japan's largest stock exchange, and third largest in the world by market capitalization and fourth largest by share turnover. In 1990 at the end of the Japanese asset price bubble, it accounted for more than 60% of the world stock market value. Tokyo had 8,460 hectares (20,900 acres) of agricultural land as of 2003, according to the Ministry of Agriculture, Forestry and Fisheries, placing it last among the nation's prefectures. The farmland is concentrated in Western Tokyo. Perishables such as vegetables, fruits, and flowers can be conveniently shipped to the markets in the eastern part of the prefecture. Komatsuna and spinach are the most important vegetables; as of 2000, Tokyo supplied 32.5% of the komatsuna sold at its central produce market.With 36% of its area covered by forest, Tokyo has extensive growths of cryptomeria and Japanese cypress, especially in the mountainous western communities of Akiruno, Ōme, Okutama, Hachiōji, Hinode, and Hinohara. Decreases in the price of timber, increases in the cost of production, and advancing old age among the forestry population have resulted in a decline in Tokyo's output. In addition, pollen, especially from cryptomeria, is a major allergen for the nearby population centers. Tokyo Bay was once a major source of fish. Most of Tokyo's fish production comes from the outer islands, such as Izu Ōshima and Hachijō-Jima. Skipjack tuna, nori, and aji are among the ocean products.Tourism in Tokyo is also a contributor to the economy. In 2006, 4.81 million foreigners and 420 million Japanese visits to Tokyo were made; the economic value of these visits totaled 9.4 trillion yen according to the Tokyo Metropolitan Government. Many tourists visit the various downtowns, stores, and entertainment districts throughout the neighborhoods of the special wards of Tokyo. Cultural offerings include both omnipresent Japanese pop culture and associated districts such as Shibuya and Harajuku, subcultural attractions such as Studio Ghibli anime center, as well as museums like the Tokyo National Museum, which houses 37% of the country's artwork national treasures (87/233).
The Toyosu Market in Tokyo is the largest wholesale fish and seafood market in the world since it opened on 11 October 2018. It is also one of the largest wholesale food markets of any kind. It is located in the Toyosu area of Kōtō ward. The Toyosu Market holds strong to the traditions of its predecessor, the Tsukiji Fish Market and Nihonbashi fish market, and serves some 50,000 buyers and sellers every day. Retailers, whole-sellers, auctioneers, and public citizens alike frequent the market, creating a unique microcosm of organized chaos that still continues to fuel the city and its food supply after over four centuries.
== Transportation ==
Tokyo, which is the center of the Greater Tokyo Area, is Japan's largest domestic and international hub for rail and ground transportation. Public transportation within Tokyo is dominated by an extensive network of "clean and efficient" trains and subways run by a variety of operators, with buses, monorails and trams playing a secondary feeder role. There are up to 62 electric train lines and more than 900 train stations in Tokyo. Shibuya Crossing is the "world's busiest pedestrian crossing", with around 3,000 people crossing at a time.Narita International Airport in Chiba Prefecture is the major gateway for international travelers to Japan. Japan's flag carrier Japan Airlines, as well as All Nippon Airways, have a hub at this airport. Haneda Airport on the reclaimed land at Ōta, offers domestic and international flights.
Various islands governed by Tokyo have their own airports. Hachijō-jima (Hachijojima Airport), Miyakejima (Miyakejima Airport), and Izu Ōshima (Oshima Airport) have services to Tokyo International and other airports.
Rail is the primary mode of transportation in Tokyo, which has the most extensive urban railway network in the world and an equally extensive network of surface lines. JR East operates Tokyo's largest railway network, including the Yamanote Line loop that circles the center of downtown Tokyo. It operates rail lines in the entire metropolitan area of Tokyo and in the rest of the northeastern part of Honshu. JR East is also responsible for Shinkansen high-speed rail lines.
Two different organizations operate the subway network: the private Tokyo Metro and the governmental Tokyo Metropolitan Bureau of Transportation. The Metropolitan Government and private carriers operate bus routes and one tram route. Local, regional, and national services are available, with major terminals at the giant railroad stations, including Tokyo, Shinagawa, and Shinjuku.
Expressways link the capital to other points in the Greater Tokyo Area, the Kantō region, and the islands of Kyushu and Shikoku. To build them quickly before the 1964 Summer Olympics, most were constructed above existing roads. Other transportation includes taxis operating in the special wards and the cities and towns. Also, long-distance ferries serve the islands of Tokyo and carry passengers and cargo to domestic and foreign ports.
== Education ==
Tokyo has many universities, junior colleges, and vocational schools. Many of Japan's most prestigious universities are in Tokyo, including University of Tokyo, Hitotsubashi University, Meiji University, Tokyo Institute of Technology, Waseda University, Tokyo University of Science, Sophia University, and Keio University. Some of the biggest national universities in Tokyo are:
There is only one non-national public university: Tokyo Metropolitan University. There are also a few universities well known for classes conducted in English and for the teaching of the Japanese language, including the Globis University Graduate School of Management, International Christian University, Sophia University, and Waseda University
Tokyo is also the headquarters of the United Nations University.
Most publicly run kindergartens, elementary schools (years 1 through 6), and junior high (lower secondary) schools (7 through 9) are operated by local wards or municipal offices. Most public senior high (upper secondary) schools in Tokyo are run by the Tokyo Metropolitan Government Board of Education and are called "Metropolitan High Schools". Tokyo also has many private schools from kindergarten through high school:
== Culture ==
Tokyo has many museums. In Ueno Park, there is the Tokyo National Museum, the country's largest museum and specializing in traditional Japanese art; the National Museum of Western Art and Ueno Zoo. Other museums include the National Museum of Emerging Science and Innovation in Odaiba; the Edo-Tokyo Museum in Sumida, across the Sumida River from the center of Tokyo; the Nezu Museum in Aoyama; and the National Diet Library, National Archives, and the National Museum of Modern Art, which are near the Imperial Palace.
Tokyo has many theaters for performing arts. These include national and private theaters for traditional forms of Japanese drama. Noteworthy are the National Noh Theatre for noh and the Kabuki-za for Kabuki. Symphony orchestras and other musical organizations perform modern and traditional music. The New National Theater Tokyo in Shibuya is the national center for the performing arts, including opera, ballet, contemporary dance and drama. Tokyo also hosts modern Japanese and international pop, and rock music at venues ranging in size from intimate clubs to internationally known areas such as the Nippon Budokan.
Many different festivals occur throughout Tokyo. Major events include the Sannō at Hie Shrine, the Sanja at Asakusa Shrine, and the biennial Kanda Festivals. The last features a parade with elaborately decorated floats and thousands of people. Annually on the last Saturday of July, an enormous fireworks display over the Sumida River attracts over a million viewers. Once cherry blossoms bloom in spring, many residents gather in Ueno Park, Inokashira Park, and the Shinjuku Gyoen National Garden for picnics under the blossoms.
Harajuku, a neighborhood in Shibuya, is known internationally for its youth style, fashion and cosplay.
In November 2007, Michelin released their first guide for fine dining in Tokyo, awarding 191 stars in total, or about twice as many as Tokyo's nearest competitor, Paris. As of 2017, 227 restaurants in Tokyo have been awarded (92 in Paris). Twelve establishments were awarded the maximum of three stars (Paris has 10), 54 received two stars, and 161 earned one star.
== Sports ==
Tokyo, with a diverse array of sports, is home to two professional baseball clubs, the Yomiuri Giants who play at the Tokyo Dome and Tokyo Yakult Swallows at Meiji-Jingu Stadium. The Japan Sumo Association is also headquartered in Tokyo at the Ryōgoku Kokugikan sumo arena where three official sumo tournaments are held annually (in January, May, and September). Soccer clubs in Tokyo include F.C. Tokyo and Tokyo Verdy 1969, both of which play at Ajinomoto Stadium in Chōfu, and FC Machida Zelvia at Nozuta Stadium in Machida. Rugby Union is also played in Tokyo, with multiple Japan Rugby League One clubs based in the city including: Black Rams Tokyo (Setagaya), Tokyo Sungoliath (Fuchū) and Toshiba Brave Lupus Tokyo (Fuchū).
Basketball clubs include the Hitachi SunRockers, Toyota Alvark Tokyo and Tokyo Excellence.
Tokyo hosted the 1964 Summer Olympics, thus becoming the first Asian city to host the Summer Games. The National Stadium, also known as the Olympic Stadium, was host to a number of international sporting events. In 2016, it was to be replaced by the New National Stadium. With a number of world-class sports venues, Tokyo often hosts national and international sporting events such as basketball tournaments, women's volleyball tournaments, tennis tournaments, swim meets, marathons, rugby union and sevens rugby games, soccer exhibition games, judo, and karate. Tokyo Metropolitan Gymnasium, in Sendagaya, Shibuya, is a large sports complex that includes swimming pools, training rooms, and a large indoor arena. According to Around the Rings, the gymnasium has played host to the October 2011 artistic gymnastics world championships, despite the International Gymnastics Federation's initial doubt in Tokyo's ability to host the championships following the March 11 tsunami. Tokyo was also selected to host a number of games for the 2019 Rugby World Cup, and to host the 2020 Summer Olympics and the Paralympics which had to be rescheduled to the summer of 2021 due to the COVID-19 pandemic in Japan.
== In popular culture ==
As the largest population center in Japan and the site of the country's largest broadcasters and studios, Tokyo is frequently the setting for many Japanese movies, television shows, animated series' (anime), web comics, light novels, video games, and comic books (manga). In the kaiju (monster movie) genre, landmarks of Tokyo are usually destroyed by giant monsters such as Godzilla and Gamera.
Tokyo is also a popular foreign setting for non-Japanese media. Some Hollywood directors have turned to Tokyo as a backdrop for movies set in Japan. Postwar examples include Tokyo Joe, My Geisha, Tokyo Story and the James Bond film You Only Live Twice; recent examples include Kill Bill, The Fast and the Furious: Tokyo Drift, Lost in Translation, Babel, Inception, The Wolverine and Avengers: Endgame.
Japanese author Haruki Murakami has based some of his novels in Tokyo (including Norwegian Wood), and David Mitchell's first two novels (number9dream and Ghostwritten) featured the city. Contemporary British painter Carl Randall spent 10 years living in Tokyo as an artist, creating a body of work depicting the city's crowded streets and public spaces.
== International relations ==
Tokyo is the founding member of the Asian Network of Major Cities 21 and is a member of the Council of Local Authorities for International Relations. Tokyo was also a founding member of the C40 Cities Climate Leadership Group.
=== Sister cities and states ===
As of 2022, Tokyo has twinning or friendship agreements with the following twelve cities and states:
=== Friendship and cooperation agreements ===
Tomsk Oblast, Russia (since May 2015)
Brussels, Belgium (since October 2016)
Mumbai, India (since November 2016)
Los Angeles County, United States (since August 2021)
=== International academic and scientific research ===
Research and development in Japan and the Japanese space program are globally represented by several of Tokyo's medical and scientific facilities, including the University of Tokyo and other universities in Tokyo, which work in collaboration with many international institutions. Especially with the United States, including NASA and the many private spaceflight companies, Tokyo universities have working relationships with all of the Ivy League institutions (including Harvard and Yale University), along with other research universities and development laboratories, such as Stanford, MIT, and the UC campuses throughout California, as well as UNM and Sandia National Laboratories in Albuquerque, New Mexico. Other partners worldwide include Oxford University in the United Kingdom, the National University of Singapore in Singapore, the University of Toronto in Canada, and Tsinghua University in China.
== See also ==
== References ==
== Bibliography ==
== Further reading ==
=== Guides ===
Bender, Andrew, and Timothy N. Hornyak. Tokyo (City Travel Guide) (2010)
Mansfield, Stephen. Dk Eyewitness Top 10 Travel Guide: Tokyo (2013)
Waley, Paul. Tokyo Now and Then: An Explorer's Guide. (1984). 592 pp
Yanagihara, Wendy. Lonely Planet Tokyo Encounter
=== Contemporary ===
Allinson, Gary D. Suburban Tokyo: A Comparative Study in Politics and Social Change. (1979). 258 pp.
Bestor, Theodore. Neighborhood Tokyo (1989). online edition
Bestor, Theodore. Tsukiji: The Fish Market at the Centre of the World. (2004) online edition
Fowler, Edward. San'ya Blues: Labouring Life in Contemporary Tokyo. (1996) ISBN 0-8014-8570-3.
Friedman, Mildred, ed. Tokyo, Form and Spirit. (1986). 256 pp.
Jinnai, Hidenobu. Tokyo: A Spatial Anthropology. (1995). 236 pp.
Jones, Sumie et al. eds. A Tokyo Anthology: Literature from Japan's Modern Metropolis, 1850–1920 (2017); primary sources excerpt
Perez, Louis G. Tokyo: Geography, History, and Culture (ABC-CLIO, 2019).
Reynolds, Jonathan M. "Japan's Imperial Diet Building: Debate over Construction of a National Identity". Art Journal. 55#3 (1996) pp. 38+.
Sassen, Saskia. The Global City: New York, London, Tokyo. (1991). 397 pp.
Sorensen, A. Land Readjustment and Metropolitan Growth: An Examination of Suburban Land Development and Urban Sprawl in the Tokyo Metropolitan Area (2000)
Taira, J. [re]TOKYO. (2018). San Francisco: ORO Editions. ISBN 978-1-940743-66-0
Waley, Paul. "Tokyo-as-world-city: Reassessing the Role of Capital and the State in Urban Restructuring". Urban Studies 2007 44(8): 1465–1490. ISSN 0042-0980 Fulltext: Ebsco
== External links ==
Official website (in Japanese)
Official website (in English)
Go Tokyo travel guide
Tokyo Convention & Visitors Bureau
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Iraq
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Iraq, officially the Republic of Iraq, is a country in the Middle East. It is a federal parliamentary republic that consists of 19 governorates. The country is bordered by Turkey to the north, Iran to the east, the Persian Gulf and Kuwait to the southeast, Saudi Arabia to the south, Jordan to the southwest and Syria to the west. The capital and largest city is Baghdad. The Iraqi people are diverse, with similarly diverse geography and wildlife. Most Iraqis are Muslims – minority faiths include Christianity, Yazidism, Mandaeism, Yarsanism and Zoroastrianism. The official languages of Iraq are Arabic and Kurdish; others also recognised in specific regions are Turkish (Turkmen), Suret (Assyrian), and Armenian. Iraq is the 33rd most-populous country in the world.
Starting as early as the 6th millennium BC, the fertile alluvial plains between Iraq's Tigris and Euphrates Rivers, referred to as Mesopotamia, gave rise to some of the world's earliest cities, civilisations, and empires in Sumer, Akkad, and Assyria. Mesopotamia was a "Cradle of Civilisation" that saw the inventions of a writing system, mathematics, timekeeping, a calendar, astrology, and a law code. Following the Muslim conquest of Mesopotamia, Baghdad became the capital and the largest city of the Abbasid Caliphate, and during the Islamic Golden Age, the city evolved into a significant cultural and intellectual centre, and garnered it a worldwide reputation for its academic institutions, including the House of Wisdom. The city was largely destroyed at the hands of the Mongol Empire in 1258 during the siege of Baghdad, resulting in a decline that would linger through many centuries due to frequent plagues and multiple successive empires.
Modern Iraq dates to 1920, when the British Mandate for Mesopotamia was created under the authority of the League of Nations. A British-backed monarchy was established in 1921 under Faisal. The Hashemite Kingdom of Iraq gained independence from the UK in 1932. In 1958, the monarchy was overthrown and the Iraqi Republic created. Iraq was ruled by the Arab Socialist Ba'ath Party from 1968 until 2003, led by Ahmad Hassan al-Bakr and then by Saddam Hussein, as a one-party state. Iraq invaded Iran in 1980, sparking a protracted war that ended as a stalemate in 1988, with devastating losses for both sides. In 1990, Iraq invaded Kuwait, leading to global condemnation and a military campaign waged by US-led international coalition that expelled Iraqi forces from Kuwait. A 2003 invasion launched by another US-led coalition as part of its "Global War on Terror", resulted in the defeat of Ba'athist Iraq and execution of Saddam Hussein. Discontent with the de-Ba'athification policies of the Provisional Authority stirred up an anti-American insurgency, which escalated into a sectarian civil war. In 2005, new constitution was adopted and multi-party parliamentary elections were held in Iraq. Withdrawal of US troops from Iraq began in 2008, and American occupation officially ended in 2011. Continued repression and sectarian policies of Nouri al-Maliki's Shia government caused the 2012–13 Iraqi protests, after which a coalition of Ba'athist and Sunni militias took up arms during the 2013 Anbar campaign. The climax of the campaign was the Northern Iraq offensive by the Islamic State group that marked its rapid territorial expansion, prompting the return of American troops to fight the War in Iraq, which lasted until 2017. Iran has also intervened in Iraq since 2014, expanding its influence through sectarian parties and Khomeinist militia groups, triggering widespread protests in Iraq.Iraq is a federal parliamentary republic. The president is the head of state, the prime minister is the head of government, and the constitution provides for two deliberative bodies, the Council of Representatives and the Council of Union. The judiciary is free and independent of the executive and the legislature. Iraq is considered an emerging middle power with a strategic location and a founding member of the United Nations, the OPEC as well as of the Arab League, OIC, Non-Aligned Movement and the IMF. From 1920 to 2005, Iraq experienced spells of significant economic and military growth and briefer instability including wars.
== Name ==
There are several suggested origins for the name. One dates to the Sumerian city of Uruk and is thus ultimately of Sumerian origin. Another possible etymology for the name is from the Middle Persian word erāq, meaning "lowlands." An Arabic folk etymology for the name is "deeply rooted, well-watered; fertile".During the medieval period, there was a region called ʿIrāq ʿArabī ("Arabian Iraq") for Lower Mesopotamia and ʿIrāq ʿAjamī ("Persian Iraq"), for the region now situated in Central and Western Iran. The term historically included the plain south of the Hamrin Mountains and did not include the northernmost and westernmost parts of the modern territory of Iraq. Prior to the middle of the 19th century, the term Eyraca Arabica was commonly used to describe Iraq.The term Sawad was also used in early Islamic times for the region of the alluvial plain of the Tigris and Euphrates rivers. As an Arabic word, عراق means "hem", "shore", "bank", or "edge", so that the name by folk etymology came to be interpreted as "the escarpment", such as at the south and east of the Jazira Plateau, which forms the northern and western edge of the "al-Iraq arabi" area.The Arabic pronunciation is [ʕiˈrɑːq]. In English, it is either (the only pronunciation listed in the Oxford English Dictionary and the first one in Merriam-Webster's Online Dictionary) or (listed first by MQD), the American Heritage Dictionary, and the Random House Dictionary. The pronunciation is occasionally heard in US media.When the British established the Hashemite king on 23 August 1921, Faisal I of Iraq, the official English name of the country changed from Mesopotamia to the endonymic Iraq. Since January 1992, the official name of the state is "Republic of Iraq" (Jumhūrīyyet al-'Irāq), reaffirmed in the 2005 Constitution.
== History ==
=== Prehistoric era ===
Between 65,000 BC and 35,000 BC, northern Iraq was home to a Neanderthal culture, archaeological remains of which have been discovered at Shanidar Cave This region is also the location of a number of pre-Neolithic burials, dating from approximately 11,000 BC.Since approximately 10,000 BC, Iraq, together with a large part of the Fertile Crescent, was a centre of a Neolithic culture known as Pre-Pottery Neolithic A (PPNA), where agriculture and cattle breeding appeared for the first time. In Iraq, this period has been excavated at sites like M'lefaat and Nemrik 9. The following Neolithic period, PPNB, is represented by rectangular houses. At the time of the pre-pottery Neolithic, people used vessels made of stone, gypsum and burnt lime (Vaisselle blanche). Finds of obsidian tools from Anatolia are evidences of early trade relations.
Further important sites of human advancement were Jarmo (circa 7100 BC), a number of sites belonging to the Halaf culture, and Tell al-'Ubaid, the type site of the Ubaid period (between 6500 BC and 3800 BC). The respective periods show ever-increasing levels of advancement in agriculture, tool-making and architecture.
=== Ancient Mesopotamia ===
The "Cradle of Civilisation" is a common term for the area comprising modern Iraq as it was home to the earliest known civilisation, the Sumerian civilisation, which arose in the fertile Tigris-Euphrates river valley of southern Iraq in the Chalcolithic (Ubaid period).It was here, in the late 4th millennium BC, that the world's first writing system emerged. The Sumerians were also the first to harness the wheel and create city states; their writings record the first evidence of mathematics, astronomy, astrology, written law, medicine and organised religion.The Sumerian language is a language isolate. The major city states of the early Sumerian period were Eridu, Bad-tibira, Larsa, Sippar, Shuruppak, Uruk, Kish, Ur, Nippur, Lagash, Girsu, Umma, Hamazi, Adab, Mari, Isin, Kutha, Der and Akshak.The cities to the north like Ashur, Arbela (modern Erbil) and Arrapha (modern Kirkuk) were also extant in what was to be called Assyria from the 25th century BC; however, at this stage, they were Sumerian-ruled administrative centres.
==== Bronze Age ====
In the 26th century BC, Eannatum of Lagash created a short-lived empire. Later, Lugal-Zage-Si, the priest-king of Umma, overthrew the primacy of the Lagash dynasty in the area, then conquered Uruk, making it his capital, and claimed an empire extending from the Persian Gulf to the Mediterranean. It was during this period that the Epic of Gilgamesh originates, which includes the tale of The Great Flood.
The origin and location of Akkad remain unclear. Its people spoke Akkadian, an East Semitic language. Between the 29th and 24th centuries BC, a number of kingdoms and city states within Iraq began to have Akkadian speaking dynasties, including Assyria, Ekallatum, Isin and Larsa.
However, the Sumerians remained generally dominant until the rise of the Akkadian Empire (2335–2124 BC), based in the city of Akkad in central Iraq. Sargon of Akkad founded the empire, conquered all of the city states of southern and central Iraq, and subjugated the kings of Assyria, thus uniting the Sumerians and Akkadians in one state.
He then set about expanding his empire, conquering Gutium, Elam in modern-day Iran, and had victories that did not result into a full conquest against the Amorites and Eblaites of the Levant. The empire of Akkad likely fell in the 22nd century BC, within 180 years of its founding, ushering in a "Dark Age" with no prominent imperial authority until the Third Dynasty of Ur. The region's political structure may have reverted to the status quo ante of local governance by city-states.After the collapse of the Akkadian Empire in the late 22nd century BC, the Gutians occupied the south for a few decades, while Assyria reasserted its independence in the north. Most of southern Mesopotamia was again united under one ruler during the Ur III period, most notably during the rule of the prolific king Shulgi. His accomplishments include the completion of construction of the Great Ziggurat of Ur, begun by his father Ur-Nammu.
==== Babylonia ====
In 1792 BC, an Amorite ruler named Hammurabi came to power and immediately set about building Babylon into a major city, declaring himself its king. Hammurabi conquered southern and central Iraq, as well as Elam to the east and Mari to the west, then engaged in a protracted war with the Assyrian king Ishme-Dagan for domination of the region, creating the short-lived Babylonian Empire. He eventually prevailed over the successor of Ishme-Dagan and subjected Assyria and its Anatolian colonies. By the middle of the eighteenth century BC, the Sumerians had lost their cultural identity and ceased to exist as a distinct people.It is from the period of Hammurabi that southern Iraq came to be known as Babylonia, while the north had already coalesced into Assyria hundreds of years before. However, his empire was short-lived, and rapidly collapsed after his death, with both Assyria and southern Iraq, in the form of the Sealand Dynasty, falling back into native Akkadian hands.
After this, another foreign people, the Language Isolate speaking Kassites, seized control of Babylonia. Iraq was from this point divided into three polities: Assyria in the north, Kassite Babylonia in the south central region, and the Sealand Dynasty in the far south. The Sealand Dynasty was finally conquered by Kassite Babylonia circa 1380 BC. The origin of the Kassites is uncertain.The Middle Assyrian Empire (1365–1020 BC) saw Assyria rise to be the most powerful nation in the known world. Beginning with the campaigns of Ashur-uballit I, Assyria destroyed the rival Hurrian-Mitanni Empire, annexed huge swathes of the Hittite Empire for itself, annexed northern Babylonia from the Kassites, forced the Egyptian Empire from the region, and defeated the Elamites, Phrygians, Canaanites, Phoenicians, Cilicians, Gutians, Dilmunites and Arameans. At its height, the Middle Assyrian Empire stretched from The Caucasus to Dilmun (modern Bahrain), and from the Mediterranean coasts of Phoenicia to the Zagros Mountains of Iran. In 1235 BC, Tukulti-Ninurta I of Assyria took the throne of Babylon.
During the Bronze Age collapse (1200–900 BC), Babylonia was in a state of chaos, dominated for long periods by Assyria and Elam. The Kassites were driven from power by Assyria and Elam, allowing native south Mesopotamian kings to rule Babylonia for the first time, although often subject to Assyrian or Elamite rulers. However, these Akkadian kings were unable to prevent new waves of West Semitic migrants entering southern Iraq, and during the 11th century BC Arameans and Suteans entered Babylonia from The Levant, and these were followed in the late 10th to early 9th century BC by the Chaldeans. However, the Chaldeans were absorbed and assimilated into the indigenous population of Babylonia.
=== Iron Age ===
==== Neo-Assyrian Empire ====
After a period of comparative decline in Assyria, it once more began to expand with the Neo Assyrian Empire (935–605 BC). Because of its geopolitical dominance and ideology based in world domination, the Neo-Assyrian Empire is by many researchers regarded to have been the first world empire. At its height, the empire was the strongest military power in the world. Iraq became the centre of an empire stretching from Persia, Parthia and Elam in the east, to Cyprus and Antioch in the west, and from The Caucasus in the north to Egypt, Nubia and Arabia in the south.
It was during this period that an Akkadian-influenced form of Eastern Aramaic was adopted by the Assyrians as their lingua franca, and Mesopotamian Aramaic began to supplant Akkadian as the spoken language of the general populace of both Assyria and Babylonia. The descendant dialects of this tongue survive amongst the Mandaeans of southern Iraq and Assyrians of northern Iraq. The Arabs and the Chaldeans are first mentioned in written history (circa 850 BC) in the annals of Shalmaneser III.The Neo-Assyrian Empire left a legacy of great cultural significance. The political structures established by the Neo-Assyrian Empire became the model for the later empires that succeeded it and the ideology of universal rule promulgated by the Neo-Assyrian kings inspired similar ideas of rights to world domination in later empires. The Neo-Assyrian Empire became an important part of later folklore and literary traditions in northern Mesopotamia. Judaism, and thus in turn also Christianity and Islam, was profoundly affected by the period of Neo-Assyrian rule; numerous Biblical stories appear to draw on earlier Assyrian mythology and history and the Assyrian impact on early Jewish theology was immense. Although the Neo-Assyrian Empire is prominently remembered today for the supposed excessive brutality of the Neo-Assyrian army, the Assyrians were not excessively brutal when compared to other civilizations.In the late 7th century BC, the Assyrian Empire tore itself apart with a series of brutal civil wars, weakening itself to such a degree that a coalition of its former subjects, the Babylonians, Chaldeans, Medes, Persians, Parthians, Scythians and Cimmerians, were able to attack Assyria, finally bringing its empire down by 605 BC.
==== Neo-Babylonian period ====
The short-lived Neo-Babylonian Empire (620–539 BC) succeeded that of Assyria. It failed to attain the size, power or longevity of its predecessor; however, it came to dominate The Levant, Canaan, Arabia, Israel and Judah, and to defeat Egypt. Initially, Babylon was ruled by the Chaldeans, who had migrated to the region in the late 10th or early 9th century BC. Its greatest king, Nebuchadnezzar II, rivalled Hammurabi as the greatest king of Babylon. However, by 556 BC, the Chaldeans had been deposed by the Assyrian-born Nabonidus and his son and regent Belshazzar.The transfer of empire to Babylon marked the first time the city, and southern Mesopotamia in general, had risen to dominate the Ancient Near East since the collapse of Hammurabi's Old Babylonian Empire. The period of Neo-Babylonian rule saw unprecedented economic and population growth and a renaissance of culture and artwork, with the Neo-Babylonian kings conducting massive building projects, especially in Babylon itself, and bringing back many elements from the previous 2,000 years of Sumero-Akkadian culture. The empire was the last of the Mesopotamian empires to be ruled by monarchs native to Mesopotamia. Nebuchadnezzar II succeeded Nabopolassar in 605 BC. The empire Nebuchadnezzar inherited was among the most powerful in the world, in which he quickly reinforced his father's alliance with the Medes by marrying Cyaxares's daughter or granddaughter, Amytis. Some sources suggest that the famous Hanging Gardens of Babylon, one of the Seven Wonders of the Ancient World, were built by Nebuchadnezzar for his wife (though the existence of these gardens is debated). Nebuchadnezzar's 43-year reign would bring with it a golden age for Babylon, which was to become the most powerful kingdom in the Middle East.
In the 6th century BC, Cyrus the Great of neighbouring Persia defeated the Neo-Babylonian Empire at the Battle of Opis and Mesopotamia was subsumed into the Achaemenid Empire. The Achaemenids made Babylon their main capital. The Chaldeans disappeared at around this time, though both Assyria and Babylonia endured and thrived under Achaemenid rule (see Achaemenid Assyria). Their kings retained Assyrian Imperial Aramaic as the language of empire, together with the Assyrian imperial infrastructure, and an Assyrian style of art and architecture.\
In the late 4th century BC, Alexander the Great conquered the region, putting it under Hellenistic Seleucid rule for over two centuries. The Parthians (247 BC – 224 AD) from Persia conquered the region during the reign of Mithridates I of Parthia (r. 171–138 BC). From northwestern Mesopotamia, the Romans invaded western parts of the region several times, briefly founding Assyria Provincia in Assyria. Christianity began to take hold in Iraq (particularly in Assyria) between the 1st and 3rd centuries, and Assyria became a centre of Syriac Christianity, the Church of the East and Syriac literature. A number of independent states evolved in the north during the Parthian era, such as Adiabene, Assur, Osroene and Hatra.The Sassanids of Persia under Ardashir I destroyed the Parthian Empire and conquered the region in 224 AD. During the 240s and 250s AD, the Sassanids gradually conquered the independent states, culminating with Assur in 256 AD. The region became the frontier and battleground between the Sassanid Empire and Byzantine Empire.
=== Middle Ages ===
The first organised conflict between invading Arab-Muslim tribes and occupying Persian forces in Mesopotamia seems to have been in 634, when the Arabs were defeated at the Battle of the Bridge. This was followed by Khalid ibn al-Walid's successful campaign which saw all of Iraq come under Arab rule within a year, with the exception of the Persian Empire's capital, Ctesiphon. By the end of 638, the Muslims had conquered all of the Western Sassanid provinces (including modern Iraq), and the last Sassanid Emperor, Yazdegerd III, had fled to central and then northern Persia, where he was killed in 651.The Islamic expansions constituted the largest of the Semitic expansions in history. These new arrivals established two new garrison cities, at Kufa, near ancient Babylon, and at Basra in the south and established Islam in these cities, while the north remained largely Assyrian and Christian in character.The Abbasid Caliphate built the city of Baghdad along the Tigris in the 8th century as its capital, and the city became the leading metropolis of the Arab and Muslim world. Baghdad was the largest multicultural city of the Middle Ages, peaking at a population of more than a million, and was the centre of learning during the Islamic Golden Age. The Mongols destroyed the city and burned its library during the siege of Baghdad in the 13th century.In 1257, Hulagu Khan besieged Baghdad, sacked the city and massacred many of the inhabitants. Estimates of the number of dead range from 200,000 to a million.
The Mongols destroyed the Abbasid Caliphate and Baghdad's House of Wisdom. The city has never regained its previous pre-eminence as a major centre of culture and influence. Some historians believe that the Mongol invasion destroyed much of the irrigation infrastructure that had sustained Mesopotamia for millennia. Other historians point to soil salination as the culprit in the decline in agriculture.The mid-14th-century Black Death ravaged much of the Islamic world. The best estimate for the Middle East is a death rate of roughly one-third.In 1401, a warlord of Mongol descent, Tamerlane (Timur Lenk), invaded Iraq. After the capture of Baghdad, 20,000 of its citizens were massacred. Timur also conducted massacres of the indigenous Assyrian Christian population, hitherto still the majority population in northern Mesopotamia, and it was during this time that the ancient Assyrian city of Assur was finally abandoned.
=== Ottoman Iraq ===
During the late 14th and early 15th centuries, the Black Sheep Turkmen ruled the area now known as Iraq. In 1466, the White Sheep Turkmen took control. From 1508, as with all territories of the former White Sheep Turkmen, Iraq fell into the hands of the Iranian Safavids. With the Treaty of Zuhab in 1639, most of the territory of present-day Iraq came under the control of Ottoman Empire as the eyalet of Baghdad as a result of wars with the neighbouring rival, Safavid Iran. Throughout most of the period of Ottoman rule (1533–1918), the territory of present-day Iraq was a battle zone between the rival regional empires and tribal alliances.
By the 17th century, the frequent conflicts with the Safavids had sapped the strength of the Ottoman Empire and had weakened its control over its provinces. The nomadic population swelled with the influx of bedouins from Najd. Bedouin raids on settled areas became impossible to curb.During the years 1747–1831, Iraq was ruled by a Mamluk dynasty of Georgian origin who succeeded in obtaining autonomy from the Ottoman Porte, suppressed tribal revolts, curbed the power of the Janissaries, restored order and introduced a programme of modernisation of economy and military. In 1802, Wahhabis from Najd attacked Karbala in Iraq, killing up to 5,000 people and plundering the Imam Husayn Shrine. In 1831, the Ottomans managed to overthrow the Mamluk regime and imposed their direct control over Iraq. The population of Iraq, estimated at 30 million in 800 AD, was only 5 million at the start of the 20th century.
During World War I, the Ottomans sided with Germany and the Central Powers. In the Mesopotamian campaign against the Central Powers, British forces invaded the country and initially suffered a major defeat at the hands of the Turkish army during the Siege of Kut (1915–1916). However, the British began to gain the upper hand, and were further aided by the support of local Arabs and Assyrians. In 1916, the British and French made a plan for the post-war division of West Asia under the Sykes-Picot Agreement. British forces regrouped and captured Baghdad in 1917, and defeated the Ottomans. An armistice was signed in 1918.
=== British Mandate of Mesopotamia and independent kingdom ===
During the Ottoman Empire until the partition of the Ottoman Empire in the 20th century, Iraq was made up of three provinces, called vilayets in the Ottoman language: Mosul Vilayet, Baghdad Vilayet, and Basra Vilayet. These three provinces were joined into one Kingdom by the British after the region became a League of Nations mandate, administered under British control, with the name "State of Iraq". A fourth province (Zor Sanjak), which Iraqi nationalists considered part of Upper Mesopotamia was ultimately added to Syria. In line with their "Sharifian Solution" policy, the British established the Hashemite king on 23 August 1921, Faisal I of Iraq, who had been forced out of Syria by the French, as their client ruler. The official English name of the country simultaneously changed from Mesopotamia to the endonymic Iraq. Likewise, British authorities selected Sunni Arab elites from the region for appointments to government and ministry offices.Faced with spiralling costs and influenced by the public protestations of the war hero T. E. Lawrence, Britain replaced Arnold Wilson in October 1920 with a new Civil Commissioner, Sir Percy Cox. Cox managed to quell a rebellion, yet was also responsible for implementing the fateful policy of close co-operation with Iraq's Sunni minority. Slavery was abolished in the 1920s.
Britain granted independence to the Kingdom of Iraq in 1932, on the urging of King Faisal, though the British retained military bases and local militia in the form of Assyrian Levies. King Ghazi ruled as a figurehead after King Faisal's death in 1933, while undermined by attempted military coups, until his death in 1939. Ghazi was followed by his underage son, Faisal II, with 'Abd al-Ilah as Regent.On 1 April 1941, Rashid Ali al-Gaylani and members of the Golden Square staged a coup d'état. During the subsequent Anglo-Iraqi War, the United Kingdom invaded Iraq for fear that the government might cut oil supplies to Western nations because of his links to the Axis powers. The war started on 2 May, and the British, together with loyal Assyrian Levies, defeated the forces of Al-Gaylani, forcing an armistice on 31 May.Nuri Said served as the prime minister during the Kingdom of Iraq. In 1930, during his first term, he signed the Anglo-Iraqi Treaty, which, as a step toward greater independence, granted Britain the unlimited right to station its armed forces in and transit military units through Iraq and also gave legitimacy to British control of the country's oil industry. In addition, Said contributed to the establishment of the Kingdom of Iraq and the Iraqi army.A military occupation followed the restoration of the pre-coup government of the Hashemite monarchy. The occupation ended on 26 October 1947, although Britain was to retain military bases in Iraq until 1954, after which the Assyrian militias were disbanded. The rulers during the occupation and the remainder of the Hashemite monarchy were Nuri as-Said, the autocratic Prime Minister, who also ruled from 1930 to 1932, and 'Abd al-Ilah, the former Regent who now served as an adviser to King Faisal II.
=== Republic and Ba'athist Iraq ===
In 1958, a coup d'état known as the 14 July Revolution was led by the Brigadier General and nationalist Abd al-Karim Qasim. This revolt was strongly anti-imperial and anti-monarchical in nature and had strong socialist elements. King Faysal II, Prince Abd al-Ilah, and Nuri al-Sa'id were killed. Qasim controlled Iraq through military rule and in 1958 he began a process of forcibly reducing surplus land owned by a few citizens and having the state redistribute the land. He was overthrown by Colonel Abdul Salam Arif in a February 1963 coup. After the latter's death in 1966, he was succeeded by his brother, Abdul Rahman Arif, who was overthrown by the Ba'ath Party in 1968.Ahmed Hassan al-Bakr became the first Ba'ath President of Iraq but then the movement gradually came under the control of Saddam Hussein, who acceded to the presidency and control of the Revolutionary Command Council (RCC), then Iraq's supreme executive body, in July 1979.
IFollowing months of cross-border raids with Iran, Saddam declared war on Iran in September 1980, initiating the Iran–Iraq War (or First Persian Gulf War). Taking advantage of the post-Iranian Revolution chaos in Iran, Iraq captured some territories in southwest Iran, but Iran recaptured all of the lost territories within two years, and for the next six years Iran was on the offensive. The war, which ended in stalemate in 1988, killed between half a million and 1.5 million people. During the war, Saddam Hussein extensively used chemical weapons against Iranians. In the final stages of the Iran–Iraq War, the Ba'athist Iraqi regime led the Al-Anfal Campaign, a genocidal campaign that targeted Iraqi Kurds, and led to the killing of 50,000–100,000 civilians.
Due to Iraq's inability to pay Kuwait more than US$14 billion that it had borrowed to finance the Iran–Iraq War and Kuwait's surge in petroleum production levels which kept revenues down, Iraq interpreted Kuwait's refusal to decrease its oil production as an act of aggression. In August 1990 Iraq invaded and annexed Kuwait. This led to military intervention by United States-led forces in the First Gulf War. The coalition forces proceeded with a bombing campaign targeting military targets and then launched a 100-hour-long ground assault against Iraqi forces in Southern Iraq and Kuwait.
Iraq's armed forces were devastated during the war. Shortly after it ended in 1991, Kurdish Iraqis led several uprisings against Saddam Hussein's regime, but these were repressed. It is estimated that as many as 100,000 people, including many civilians were killed. During the uprisings the US, UK, France and Turkey, claiming authority under UNSCR 688, established the Iraqi no-fly zones to protect Kurdish population from attacks.
Iraq was ordered to destroy its chemical and biological weapons and the UN attempted to compel Saddam's government to disarm and agree to a ceasefire. The Iraqi Government's failure to disarm and agree to a ceasefire resulted in sanctions which remained in place until 2003. The effects of the sanctions on the civilian population of Iraq have been disputed. Whereas it was widely believed that the sanctions caused a major rise in child mortality, recent research has shown that commonly cited data were fabricated and that "there was no major rise in child mortality in Iraq". An oil for food program was established in 1996 to ease the effects of sanctions.
=== Post-Saddam (2003 – present) ===
Following the September 11 attacks, the George W. Bush administration began planning the overthrow of Saddam's government. In October 2002, the US Congress passed the Joint Resolution to Authorize the Use of United States Armed Forces Against Iraq. In November 2002, the UN Security Council passed UNSCR 1441 and in March 2003 the United States and its allies invaded Iraq.
==== 2003–2007: Invasion and occupation ====
On 20 March 2003, a US-organised coalition invaded Iraq, under the pretext that Iraq had failed to abandon its weapons of mass destruction program. This claim was based on documents provided by the CIA and the British government that were later found to be unreliable. It has been argued though that the U.S. actually were pursuing national objectives to expand their spheres of power.Following the invasion, the United States established the Coalition Provisional Authority to govern Iraq. In May 2003 L. Paul Bremer, the chief executive of the CPA, issued orders to exclude Ba'ath Party members from the new Iraqi government (CPA Order 1) and to disband the Iraqi Army (CPA Order 2). The decision dissolved the largely Sunni Iraqi Army and excluded many of the country's former government officials, including 40,000 school teachers who had joined the Ba'ath Party simply to keep their jobs, helping to bring about a chaotic post-invasion environment.An insurgency against the US-led coalition-rule of Iraq began in summer 2003 within elements of the former Iraqi secret police and army, who formed guerrilla units. In fall 2003, 'jihadist' groups began targeting coalition forces. Various Sunni militias were created in 2003, for example Jama'at al-Tawhid wal-Jihad led by Abu Musab al-Zarqawi. The insurgency included intense inter-ethnic violence between Sunnis and Shias. The Abu Ghraib torture and prisoner abuse scandal came to light in late 2003.
The Mahdi Army—a Shia militia created in the summer of 2003 by Muqtada al-Sadr—began to fight Coalition forces in April 2004. 2004 saw Sunni and Shia militants fighting against each other and against the new Iraqi Interim Government installed in June 2004, and against Coalition forces, as well as the First Battle of Fallujah in April and Second Battle of Fallujah in November. The Mahdi army would kidnap Sunni civilians as part of a genocide.In January 2005, the first elections since the invasion took place and in October a new Constitution was approved, which was followed by parliamentary elections in December. However, insurgent attacks increased to 34,131 in 2005 from 26,496 in 2004.During 2006, fighting continued and reached its highest levels of violence, more war crimes scandals were made public, Abu Musab al-Zarqawi the leader of Al-Qaeda in Iraq was killed by US forces and Iraq's former dictator Saddam Hussein was hanged for crimes against humanity.
In late 2006, the US government's Iraq Study Group recommended that the US begin focusing on training Iraqi military personnel and in January 2007 US President George W. Bush announced a "Surge" in the number of US troops deployed to the country.In May 2007, Iraq's Parliament called on the United States to set a timetable for withdrawal and US coalition partners such as the UK and Denmark began withdrawing their forces. The war in Iraq has resulted in between 151,000 and 1.2 million Iraqis being killed.
==== 2008–2013: Political instability ====
In 2008, fighting continued and Iraq's newly trained armed forces launched attacks against militants. The Iraqi government signed the US–Iraq Status of Forces Agreement, which required US forces to withdraw from Iraqi cities by 30 June 2009 and to withdraw completely from Iraq by 31 December 2011.
US troops handed over security duties to Iraqi forces in June 2009, though they continued to work with Iraqi forces after the pullout. On the morning of 18 December 2011, the final contingent of US troops to be withdrawn ceremonially exited over the border to Kuwait. Crime and violence initially spiked in the months following the US withdrawal from cities in mid-2009 but despite the initial increase in violence, in November 2009, Iraqi Interior Ministry officials reported that the civilian death toll in Iraq fell to its lowest level since the 2003 invasion.Following the withdrawal of US troops in 2011, the insurgency continued and Iraq suffered from political instability. In February 2011, the Arab Spring protests spread to Iraq; but the initial protests did not topple the government. The Iraqi National Movement boycotted Parliament for several weeks in late 2011 and early 2012, claiming that the Shiite-dominated government was striving to sideline Sunnis.
In 2012 and 2013, levels of violence increased and armed groups inside Iraq were increasingly galvanised by the Syrian Civil War. Both Sunnis and Shias crossed the border to fight in Syria. In December 2012, Sunni Arabs protested against the government, who they claimed marginalised them.During 2013, Sunni militant groups stepped up attacks targeting the Iraq's population in an attempt to undermine confidence in the Nouri al-Maliki-led government.
==== 2014–2017: War against the Islamic State ====
In 2014, Sunni insurgents belonging to the Islamic State terrorist group seized control of large swathes of land including several major Iraqi cities, like Tikrit, Fallujah and Mosul creating hundreds of thousands of internally displaced persons amid reports of atrocities by ISIL fighters.On 4 June 2014, the insurgents began their efforts to capture Mosul. The Iraqi army officially had 30,000 soldiers and another 30,000 federal police stationed in the city, facing a 1,500-member attacking force. The Iraqi forces' actual numbers were much lower due to "ghost soldiers", severely reducing combat ability. After six days of combat and massive desertions, Iraqi soldiers received orders to retreat. The city of Mosul all fell under ISIL's control. An estimated 500,000 civilians fled from the city.
By late June, the Iraqi government had lost control of its borders with both Jordan and Syria. al-Maliki called for a national state of emergency on 10 June following the attack on Mosul. However, despite the security crisis, Iraq's parliament did not allow Maliki to declare a state of emergency; many legislators boycotted the session because they opposed expanding the prime minister's powers.After an inconclusive election in April 2014, Nouri al-Maliki served as caretaker-Prime-Minister. On 11 August, Iraq's highest court ruled that PM Maliki's bloc was the largest in parliament, meaning Maliki could stay Prime Minister. By 13 August, however, the Iraqi president had tasked Haider al-Abadi with forming a new government, and the United Nations, the United States, the European Union, Saudi Arabia, Iran, and some Iraqi politicians expressed their wish for a new leadership in Iraq. On 14 August, Maliki stepped down as PM. On 9 September 2014, Haider al-Abadi became prime minister. Abadi promised to stamp out corruption and ease sectarian tensions. Intermittent conflict between Sunni, Shia and Kurdish factions has led to increasing debate about the splitting of Iraq into three autonomous regions: Kurdistan in the northeast, a Sunni state in the west and a Shia state in the southeast.
In response to rapid territorial gains made by the Islamic State in early 2014, and its universally-condemned executions and reported human rights abuses, many states began to intervene against it in the War in Iraq (2013–2017). ISIL began losing ground in both Iraq and Syria. Tens of thousands of civilians have been killed in Iraq in ISIL-linked violence. The genocide of Yazidis by ISIL has led to the expulsion, flight and effective exile of the Yazidis. The 2016 Karrada bombing killed nearly 400 civilians and injured hundreds more. On 17 March 2017, a US-led coalition airstrike in Mosul killed more than 200 civilians. By December 2017, ISIL had no remaining territory in Iraq, following the 2017 Western Iraq campaign.In September 2017, a referendum was held regarding Kurdish independence in Iraq. 92% of Iraqi Kurds voted in favor of independence. The referendum was regarded as illegal by the federal government. On 9 December 2017, then-Iraqi Prime Minister Haider al-Abadi declared victory over ISIL and announced full liberation of borders with Syria from Islamic State militants.
==== 2018–present: Civil unrest, disfunctioning government ====
In March 2018, Turkey launched military operations to eliminate active Kurdish separatist fighters in the far north of the country. Shia cleric Muqtada al-Sadr's political coalition won Iraq's parliamentary election in May 2018.Serious civil unrest rocked the country beginning in Baghdad and Najaf in July 2018 and spreading to other provinces in September 2018 as rallies to protest corruption, unemployment, and public service failures turned violent. Protests and demonstrations started again on 1 October 2019, against corruption, unemployment and inefficient public services, before they escalated into calls to overthrow the administration and to stop Iranian intervention in Iraq. The Iraqi government at times reacted harshly, resulting in over 500 deaths by 12 December 2019.
On 27 December 2019, the K-1 Air Base in Iraq was attacked by more than 30 rockets, killing a U.S. civilian contractor and injuring others. The U.S. blamed the Iranian-backed Kata'ib Hezbollah militia. Later that month, the United States bombed five Kata'ib Hezbollah militia's positions in Iraq and Syria. On 31 December, dozens of Iraqi Shia militiamen and their supporters marched into the Green Zone of Baghdad and surrounded the U.S. embassy.
Three days later, amid rising tensions between the United States and Iran, the U.S. launched a drone strike on a convoy traveling near Baghdad International Airport, killing Qasem Soleimani, Iranian major-general and Islamic Revolutionary Guard Corps (IRGC) and Quds Force commander, the second most powerful person of Iran; Abu Mahdi al-Muhandis, deputy commander of Iraq's Popular Mobilization Forces (PMF or PMU); four senior Iranian officers; and four Iraqi officers.
Following months of protests that broke out across Iraq in October 2019 and the resignation of Prime Minister Adel Abdul Mahdi and his cabinet, Mustafa al-Kadhimi became a leading contender for the Premiership. On 9 April 2020, he was named by President Barham Salih as prime minister-designate.On 30 November 2021, the political bloc led by Shia leader Muqtada al-Sadr was confirmed the winner of the October election. A period of political crisis and near-deadlock of eleven months followed. In June 2022, all 73 members of Parliament from the Sadrist Movement resigned, which is considered to be a move of Muqtada al-Sadr to deligitimise the remaining, rivalling, Shia parties still in the Parliament and demonstrate his rejection of the muhasasa (quota-based) system established in 2003 by the US occupation.
On 27 July 2022, the parliament building was stormed by protesters for the second time in a week. In October 2022, Abdul Latif Rashid was elected as the new President of Iraq after winning the parliamentary election against incumbent Barham Salih, who was running for a second term. The presidency is largely ceremonial and is traditionally held by a Kurd. And on 27 October 2022, Mohammed Shia al-Sudani, close ally of former Prime Minister Nouri al-Maliki, took the office to succeed Mustafa al-Kadhimi as new Prime Minister of Iraq.In July 2023, vast swathes of southern and western Iraq were left without electricity after a fire broke out causing an explosion at a power station south of Basra. The country's electrical grid faces systemic pressures due to climate change, fuel shortages, and an increase in demand. Later that month, the foreign ministers of Iraq and Kuwait announced that they were working on a definitive agreement on border demarcation. Prime Minister Mohammed Shia al-Sudani has sought to normalise relations with Syria in order to expand co-operation.Corruption remains endemic throughout all levels of Iraqi governance while the US-endorsed sectarian political system has driven increased levels of violent terrorism and sectarian conflicts within the country. Climate change is driving wide-scale droughts across the country while water reserves are rapidly depleting. The country has been in a prolonged drought since 2020 and experienced its second-driest season in the past four decades in 2021. Water flows in the Tigris and Euphrates are down between 30 and 40 percent. Half of the country’s farmland is at risk of desertification. Nearly 40 percent of Iraq "has been overtaken by blowing desert sands that claim tens of thousands of acres of arable land every year."
== Geography ==
Iraq lies between latitudes 29° and 38° N, and longitudes 39° and 49° E (a small area lies west of 39°). Spanning 437,072 km2 (168,754 sq mi), it is the 58th-largest country in the world.
Iraq has a coastline measuring 58 km (36 miles) on the northern Persian Gulf. Further north, but below the main headwaters only, the country easily encompasses the Mesopotamian Alluvial Plain. Two major rivers, the Tigris and Euphrates, run south through Iraq and into the Shatt al-Arab, thence the Persian Gulf. Broadly flanking this estuary (known as arvandrūd: اروندرود among Iranians) are marshlands, semi-agricultural. Flanking and between the two major rivers are fertile alluvial plains, as the rivers carry about 60,000,000 m3 (78,477,037 cu yd) of silt annually to the delta. The central part of the south, which slightly tapers in favour of other countries, is natural vegetation marsh mixed with rice paddies and is humid, relative to the rest of the plains.
Iraq has the northwestern end of the Zagros mountain range and the eastern part of the Syrian Desert.
Rocky deserts cover about 40 percent of Iraq. Another 30 percent is mountainous with bitterly cold winters. The north of the country is mostly composed of mountains; the highest point being at 3,611 m (11,847 ft) point, unnamed on the map opposite, but known locally as Cheekah Dar (black tent).
Iraq is home to seven terrestrial ecoregions: Zagros Mountains forest steppe, Middle East steppe, Mesopotamian Marshes, Eastern Mediterranean conifer-sclerophyllous-broadleaf forests, Arabian Desert, Mesopotamian shrub desert, and South Iran Nubo-Sindian desert and semi-desert.
=== Climate ===
Much of Iraq has a hot arid climate with subtropical influence. Summer temperatures average above 40 °C (104 °F) for most of the country and frequently exceed 48 °C (118.4 °F). Winter temperatures infrequently exceed 21 °C (69.8 °F) with maxima roughly 15 to 19 °C (59.0 to 66.2 °F) and night-time lows 2 to 5 °C (35.6 to 41.0 °F). Typically, precipitation is low; most places receive less than 250 mm (9.8 in) annually, with maximum rainfall occurring during the winter months. Rainfall during the summer is rare, except in northern parts of the country. The northern mountainous regions have cold winters with occasional heavy snows, sometimes causing extensive flooding.
Iraq is highly vulnerable to climate change. The country is subject to rising temperatures and reduced rainfall, and suffers from increasing water scarcity for a human population that rose tenfold between 1890 and 2010 and continues to rise.
=== Biodiversity ===
The wildlife of Iraq includes its flora and fauna and their natural habitats. Iraq has multiple and diverse biomes which include the mountainous region in norther to the wet marshlands along the Euphrates and Tigris rivers, while western part of the country comprises mainly desert and some semi-arid regions. Many of Iraq's bird species were endangered, including seven of Iraq's mammal species and 12 of its bird species. The Mesopotamian marches in the middle and south are home to approximately 50 species of birds, and rare species of fish. At risk are some 50% of the world's marbled teal population that live in the marshes, along with 60% of the world's population of Basra reed-warbler. Draining of the Mesopotamian Marshes, by Saddam's regime, caused there a significant drop in biological life. Since the overthrow, flow is restored and the ecosystem has begun to recover.Iraqi corals are some of the most extreme heat-tolerant as the seawater in this area ranges between 14 and 34 °C.Aquatic or semi-aquatic wildlife occurs in and around these, the major lakes:
Lake Habbaniyah
Lake Milh
Lake Qadisiyah
Lake Tharthar
== Government and politics ==
The federal government of Iraq is defined under the current Constitution as a democratic, federal parliamentary republic. The federal government is composed of the executive, legislative, and judicial branches, as well as numerous independent commissions. Aside from the federal government, there are regions (made of one or more governorates), governorates, and districts within Iraq with jurisdiction over various matters as defined by law.The National Alliance is the main Shia parliamentary bloc, and was established as a result of a merger of Prime Minister Nouri Maliki's State of Law Coalition and the Iraqi National Alliance. The Iraqi National Movement is led by Iyad Allawi, a secular Shia widely supported by Sunnis. The party has a more consistent anti-sectarian perspective than most of its rivals. The Kurdistan List is dominated by two parties, the Kurdistan Democratic Party led by Masood Barzani and the Patriotic Union of Kurdistan headed by Jalal Talabani. Both parties are secular and enjoy close ties with the West.
In 2008, according to the Failed States Index, Iraq was the world's eleventh most politically unstable country. The country had risen to 11th place by 2013.Transparency International ranks Iraq's government as the eighth-most-corrupt government in the world. Government payroll have increased from 1 million employees under Saddam Hussein to around 7 million employees in 2016. In combination with decreased oil prices, the government budget deficit is near 25% of GDP as of 2016.Since the establishment of the no–fly zones following the Gulf War of 1990–1991, the Kurds established their own autonomous region.
=== Law ===
In October 2005, the new Constitution of Iraq was approved in a referendum with a 78% overall majority, although the percentage of support varied widely between the country's territories. The new constitution was backed by the Shia and Kurdish communities, but was rejected by Arab Sunnis. Under the terms of the constitution, the country conducted fresh nationwide parliamentary elections on 15 December 2005. All three major ethnic groups in Iraq voted along ethnic lines, as did Assyrian and Turcoman minorities.
Law no. 188 of the year 1959 (Personal Status Law) made polygamy extremely difficult, granted child custody to the mother in case of divorce, prohibited repudiation and marriage under the age of 16. Article 1 of Civil Code also identifies Islamic law as a formal source of law. Iraq had no Sharia courts but civil courts used Sharia for issues of personal status including marriage and divorce. In 1995 Iraq introduced Sharia punishment for certain types of criminal offences. The code is based on French civil law as well as Sunni and Jafari (Shi'ite) interpretations of Sharia.In 2004, the CPA chief executive L. Paul Bremer said he would veto any constitutional draft stating that sharia is the principal basis of law. The declaration enraged many local Shia clerics, and by 2005 the United States had relented, allowing a role for sharia in the constitution to help end a stalemate on the draft constitution.The Iraqi Penal Code is the statutory law of Iraq.
=== Military ===
Iraqi security forces are composed of forces serving under the Ministry of Interior (MOI) and the Ministry of Defense (MOD), as well as the Iraqi Counter Terrorism Bureau, reporting directly to the Prime Minister of Iraq, which oversees the Iraqi Special Operations Forces. MOD forces include the Iraqi Army, the Iraqi Air Force, Iraqi Navy and Peshmerga, which, along with their security subsidiaries, are responsible for the security of the Kurdistan Region. The MOD also runs a Joint Staff College, training army, navy, and air force officers, with support from the NATO Training Mission - Iraq. The college was established at Ar Rustamiyah on September 27, 2005. The center runs Junior Staff and Senior Staff Officer Courses designed for first lieutenants to majors.
The current Iraqi armed forces was rebuilt on American foundations and with huge amounts of American military aid at all levels. The army consists of 13 infantry divisions and one motorised infantry. Each division consists of four brigades and comprises 14,000 soldiers. Before 2003, Iraq was mostly equipped with Soviet-made military equipment, but since then the country has turned to Western suppliers.The Iraqi air force is designed to support ground forces with surveillance, reconnaissance and troop lift. Two reconnaissance squadrons use light aircraft, three helicopter squadrons are used to move troops and one air transportation squadron uses C-130 transport aircraft to move troops, equipment, and supplies. The air force currently has 5,000 personnel.As of February 2011, the navy had approximately 5,000 sailors, including 800 marines. The navy consists of an operational headquarters, five afloat squadrons, and two marine battalions, designed to protect shorelines and inland waterways from insurgent infiltration.
On 4 November 2019, more than 100 Australian Defence Force personnel left Darwin for the 10th rotation of Task Group Taji, based north of Baghdad. The Australian contingent mentors the Iraqi School of Infantry, where the Iraqi Security Forces are trained. However, Australia's contribution was reduced from 250 to 120 ADF personnel, which along with New Zealand had trained over 45,000 ISF members before that.
=== Foreign relations ===
On 17 November 2008, the US and Iraq agreed to a Status of Forces Agreement, as part of the broader Strategic Framework Agreement. This agreement states that "the Government of Iraq requests" US forces to temporarily remain in Iraq to "maintain security and stability" and that Iraq has jurisdiction over military contractors, and US personnel when not on US bases or on–duty.
On 12 February 2009, Iraq officially became the 186th State Party to the Chemical Weapons Convention. Under the provisions of this treaty, Iraq is considered a party with declared stockpiles of chemical weapons. Because of their late accession, Iraq is the only State Party exempt from the existing timeline for destruction of their chemical weapons.Iran–Iraq relations have flourished since 2005 by the exchange of high-level visits. A conflict occurred in December 2009, when Iraq accused Iran of seizing an oil well on the border.Relations with Turkey are tense, largely because of the Kurdistan Regional Government, as clashes between Turkey and the PKK continue. In October 2011, the Turkish parliament renewed a law that gives Turkish forces the ability to pursue rebels over the border in Iraq. Turkey's "Great Anatolia Project" reduced Iraq's water supply and affected agriculture.On 5 January 2020, the Iraqi parliament voted for a resolution that urges the government to work on expelling US troops from Iraq. The resolution was passed two days after a US drone strike that killed Iranian Major General Qasem Soleimani of the Islamic Revolutionary Guard Corps, commander of the Quds Force. The resolution specifically calls for ending of a 2014 agreement allowing Washington to help Iraq against Islamic State groups by sending troops. This resolution will also signify ending an agreement with Washington to station troops in Iraq as Iran vows to retaliate after the killing. On 28 September 2020, Washington made preparations to withdraw diplomats from Iraq, as a result of Iranian-backed militias firing rockets at the American Embassy in Baghdad. The officials said that the move was seen as an escalation of American confrontation with Iran.
=== Human rights ===
Relations between Iraq and its Kurdish population have been sour in recent history, especially with Saddam Hussein's genocidal campaign against them in the 1980s. After uprisings during the early 90s, many Kurds fled their homeland and no-fly zones were established in northern Iraq to prevent more conflicts. Despite historically poor relations, some progress has been made, and Iraq elected its first Kurdish president, Jalal Talabani, in 2005. Furthermore, Kurdish is now an official language of Iraq alongside Arabic according to Article 4 of the Constitution.LGBT rights in Iraq remain limited. Although decriminalised, homosexuality remains stigmatised in Iraqi society.
=== Administrative divisions ===
Iraq is composed of nineteen governorates (or provinces) (Arabic: muhafadhat (singular muhafadhah); Kurdish: پارێزگا Pârizgah). The governorates are subdivided into districts (or qadhas), which are further divided into sub-districts (or nawāḥī).
== Economy ==
Iraq's economy is dominated by the oil sector, which has traditionally provided about 95% of foreign exchange earnings. The lack of development in other sectors has resulted in 18%–30% unemployed and a per capita GDP of $4,812. Public sector employment accounted for nearly 60% of full-time employment in 2011. The oil export industry, which dominates the Iraqi economy, generates very little employment. Currently only a modest percentage of women (the highest estimate for 2011 was 22%) participate in the labour force.Prior to US occupation, Iraq's centrally planned economy prohibited foreign ownership of Iraqi businesses, ran most large industries as state-owned enterprises, and imposed large tariffs to keep out foreign goods. After the 2003 invasion of Iraq, the Coalition Provisional Authority quickly began issuing many binding orders privatising Iraq's economy and opening it up to foreign investment.
On 20 November 2004, the Paris Club of creditor nations agreed to write off 80% ($33 billion) of Iraq's $42 billion debt to Club members. Iraq's total external debt was around $120 billion at the time of the 2003 invasion, and had grown another $5 billion by 2004. The debt relief was to be implemented in three stages: two of 30% each and one of 20%.The official currency in Iraq is the Iraqi dinar. The Coalition Provisional Authority issued new dinar coins and notes, with the notes printed by De La Rue using modern anti-forgery techniques. Jim Cramer's 20 October 2009 endorsement of the Iraqi dinar on CNBC has further piqued interest in the investment.Five years after the invasion, an estimated 2.4 million people were internally displaced (with a further two million refugees outside Iraq), four million Iraqis were considered food-insecure (a quarter of children were chronically malnourished) and only a third of Iraqi children had access to safe drinking water.In 2022, and after more than 30 years after the UN Compensation Commission (UNCC) was created to ensure restitution for Kuwait following the Iraqi invasion of 1990, the reparations body announced that Iraq has paid a total of $52.4 billion in war reparations to Kuwait.According to the Overseas Development Institute, international NGOs face challenges in carrying out their mission, leaving their assistance "piecemeal and largely conducted undercover, hindered by insecurity, a lack of coordinated funding, limited operational capacity and patchy information". International NGOs have been targeted and during the first 5 years, 94 aid workers were killed, 248 injured, 24 arrested or detained and 89 kidnapped or abducted.
=== Tourism ===
Iraq was an important tourist destination for many years but that changed dramatically during the war with Iran and after the 2003 invasion by US and allies. As Iraq continues to develop and stabilises, the tourism in Iraq is still facing many challenges, little has been made by the government to meet its tremendous potential as a global tourist destination, and gain the associated economic benefits, mainly due to conflicts. However, in recent years the government has made some efforts to attract tourists to the various destinations in the country and arrivals have increased. Sites from Iraq's ancient past are numerous and many that are close to large cities have been excavated. Babylon has seen major recent restoration; known for its famous Ziggurat (the inspiration for the Biblical Tower of Babel), the Hanging Gardens (one of the Seven Wonders of the World), and the Ishtar Gate, making it a prime destination. Nineveh, a rival to Babylon, has also seen significant restoration and reconstruction. Ur, one of the first Sumerian cities, which is near Nasiriyya, has been partially restored. This is a list of examples of some significant sites in a country with a tremendous archaeological and historic wealth. Iraq is considered to be a potential location for ecotourism. The tourism in Iraq includes also making pilgrimages to holy Shia sites near Karbala and Najaf.
=== Oil and energy ===
With its 143.1 billion barrels (2.275×1010 m3) of proved oil reserves, Iraq ranks third in the world behind Venezuela and Saudi Arabia in the amount of oil reserves. Oil production levels reached 3.4 million barrels per day by December 2012. Only about 2,000 oil wells have been drilled in Iraq, compared with about 1 million wells in Texas alone. Iraq was one of the founding members of OPEC.During the 1970s Iraq produced up to 3.5 million barrels per day, but sanctions imposed against Iraq after its invasion of Kuwait in 1990 crippled the country's oil sector. The sanctions prohibited Iraq from exporting oil until 1996 and Iraq's output declined by 85% in the years following the First Gulf War. The sanctions were lifted in 2003 after the US-led invasion removed Saddam Hussein from power, but development of Iraq's oil resources has been hampered by the ongoing conflict.As of 2010, despite improved security and billions of dollars in oil revenue, Iraq still generates about half the electricity that customers demand, leading to protests during the hot summer months.The Iraq oil law, a proposed piece of legislation submitted to the Council of Representatives of Iraq in 2007, has failed to gain approval due to disagreements among Iraq's various political blocs.According to a US Study from May 2007, between 100,000 barrels per day (16,000 m3/d) and 300,000 barrels per day (48,000 m3/d) of Iraq's declared oil production over the past four years could have been siphoned off through corruption or smuggling. In 2008, Al Jazeera reported $13 billion of Iraqi oil revenues in US care was improperly accounted for, of which $2.6 billion is totally unaccounted for. Some reports that the government has reduced corruption in public procurement of oil; however, reliable reports of bribery and kickbacks to government officials persist.On 30 June and 11 December 2009, the Iraqi ministry of oil awarded service contracts to international oil companies for some of Iraq's many oil fields. Oil fields contracted include the "super-giant" Majnoon oil field, Halfaya Field, West Qurna Field and Rumaila Field. BP and China National Petroleum Corporation won a deal to develop Rumaila, the largest Iraqi oil field.On 14 March 2014, the International Energy Agency said Iraq's oil output jumped by half a million barrels a day in February to average 3.6 million barrels a day. The country had not pumped that much oil since 1979, when Saddam Hussein rose to power. However, on 14 July 2014, as sectarian strife had taken hold, Kurdistan Regional Government forces seized control of the Bai Hassan and Kirkuk oilfields in the north of the country, taking them from Iraq's control. Baghdad condemned the seizure and threatened "dire consequences" if the fields were not returned.On 2018, the UN estimated that oil accounts for 99% of Iraq's revenue. As of 2021, the oil sector provided about 92% of foreign exchange earnings.
=== Water supply and sanitation ===
Three decades of war greatly cut the existing water resources management system for several major cities. This prompted widespread water supply and sanitation shortfalls thus poor water and service quality. This is combined with few businesses and households who are fully environmentally aware and legally compliant however the large lakes, as pictured, alleviate supply relative to many comparators in Western Asia beset by more regular drought. Access to potable water diverges among governorates and between urban and rural areas.
91% of the population has access to potable water. Forming this figure: in rural areas, 77% of people have access to improved (treated or fully naturally filtered) drinking water sources; and 98% in urban areas. Much water is discarded during treatment, due to much outmoded equipment, raising energy burden and reducing supply.
=== Infrastructure ===
Although many infrastructure projects had already begun, at the end of 2013 Iraq had a housing crisis. The then very war-ravaged country was set to complete 5 percent of the 2.5 million homes it needs to build by 2016 to keep up with demand, confirmed the Minister for Construction and Housing. Much building has followed but there remains strong demand for larger, and usually ideally single-family, homes in most parts of Iraq.
In 2009, the Iraq Britain Business Council formed. Its key impetus was House of Lords member and trade expert Lady Nicholson.
In August 2009, two American firms reached a deal with the Iraqi Government to build Basra Sports City, a new sports complex.
In October 2012, the Emirati property firm, Emaar Properties reached a deal with the Iraqi Ministry of Construction and Housing to build and develop housing and commercial projects in Iraq.
In January 2013, the Emirati property firm, Nakheel Properties signed a deal to build Al Nakheel City, a future town in Basra, Iraq.
In mid 2013, South Korean firm Daewoo reached a deal to build Bismayah New City of about 600,000 residents in 100,000 homes.
In December 2020, the Prime Minister launched the second phase of the Grand Faw Port via winning bid of project manager/head contractor Daewood at $2.7 billion. A strategic national project for Iraq, it will become the largest sea port in the Middle East, as such strengthening Iraq's geopolitical position.
== Demographics ==
The 2021 estimate of the total Iraqi population is 43,533,592. Iraq's population was estimated to be 2 million in 1878. In 1980, the population of Iraq was 13.6 million. In 2013 Iraq's population reached 35 million amid a post-war population boom.
=== Ethnic groups ===
Iraq's native population is predominantly Arab, but also includes other ethnic groups such as Kurds, Turkmens, Assyrians, Yazidis, Shabaks, Armenians, Mandaeans, Circassians, and Kawliya.
A report by the European Parliamentary Research Service suggests that, in 2015, there were 24 million Arabs (14 million Shia and 9 million Sunni); 4.7 million Sunni Kurds (plus 500,000 Faili Kurds and 200,000 Kaka'i); 3 million (mostly Sunni) Iraqi Turkmens; 1 million Black Iraqis; 500,000 Christians (including Chaldeans, Syriacs, Assyrians and Armenians); 500,000 Yazidis; 250,000 Shabaks; 50,000 Roma; 3,000 Mandaeans; 2,000 Circassians; 1,000 of the Baháʼí Faith; and a few dozen Jews.According to the CIA World Factbook, citing a 1987 Iraqi government estimate, the population of Iraq is 75–80% Arab followed by 15–20% Kurds. In addition, the estimate claims that other minorities form 5% of the country's population, including the Turkmen/Turcoman, Assyrians, Yezidis, Shabak, Kaka'i, Bedouins, Roma, Circassians, Mandaeans, and Persians. However, the International Crisis Group points out that figures from the 1987 census, as well as the 1967, 1977, and 1997 censuses, "are all considered highly problematic, due to suspicions of regime manipulation" because Iraqi citizens were only allowed to indicate belonging to either the Arab or Kurdish ethnic groups; consequently, this skewed the number of other ethnic minorities, such as Iraq's third largest ethnic group – the Turkmens.Around 20,000 Marsh Arabs live in southern Iraq.Iraq has a community of 2,500 Chechens, and some 20,000 Armenians. In southern Iraq, there is a community of Iraqis of African descent, a legacy of the slavery practised in the Islamic Caliphate beginning before the Zanj Rebellion of the 9th century, and Basra's role as a key port. It is the most populous country in the Arabian Plate.
=== Languages ===
The main languages spoken in Iraq are Mesopotamian Arabic and Kurdish, followed by the Iraqi Turkmen/Turkoman dialect of Turkish, and the Neo-Aramaic languages (specifically Chaldean and Assyrian). Arabic and Kurdish are written with versions of the Arabic script. Since 2005, the Turkmen/Turkoman have switched from the Arabic script to the Turkish alphabet. In addition, the Neo-Aramaic languages use the Syriac script.
Other smaller minority languages include Mandaic, Shabaki, Armenian, Circassian and Persian.
Prior to the invasion in 2003, Arabic was the sole official language. Since the new Constitution of Iraq was approved in 2005, both Arabic and Kurdish are recognised (Article 4) as official languages of Iraq, while three other languages: Turkmen, Syriac and Armenian, are also recognised as minority languages. In addition, any region or province may declare other languages official if a majority of the population approves in a general referendum.According to the Constitution of Iraq (Article 4):
The Arabic language and the Kurdish language are the two official languages of Iraq. The right of Iraqis to educate their children in their mother tongue, such as Turkmen, Syriac, and Armenian shall be guaranteed in government educational institutions in accordance with educational guidelines, or in any other language in private educational institutions.
=== Religion ===
Religions in Iraq are dominantly Abrahamic religions with the CIA World Factbook (2021) stating; that 95% were Muslim (Shia 64–69%, Sunni 29–34%), Christian, Yazidi, Mandaean, Baháʼí, Zoroastrian, Hindu, Buddhist, Jewish, folk religion, unaffiliated, other 5% It has a mixed Shia and Sunni population. An older 2011 Pew Research Center estimates that 47~51% of Muslims in Iraq see themselves as Shia, 42% are Sunni, while 5% identify themselves as "Just a Muslim".The Sunni population complains of facing discrimination in almost all aspects of life by the government. However, former Prime Minister Nouri al-Maliki denied that such discrimination occurs.
Christianity in Iraq has its roots from the conception of the Church of the East in the 5th century AD, predating the existence of Islam in the region. Christians in Iraq are predominantly native Assyrians belonging to the Ancient Church of the East, Assyrian Church of the East, Chaldean Catholic Church, Syriac Catholic Church and Syriac Orthodox Church. There is also a significant population of Armenian Christians in Iraq who had fled Turkey during the Armenian genocide. Christians numbered over 1.4 million in 1987 or 8% of the estimated population of 16.3 million and 550,000 in 1947 or 12% of the population of 4.6 millions. After the 2003 invasion of Iraq, violence against Christians rose, with reports of abduction, torture, bombings, and killings. The post-2003 Iraq War have displaced much of the remaining Christian community from their homeland as a result of ethnic and religious persecution at the hands of Islamic extremists.There are also small ethno-religious minority populations of Mandaeans, Shabaks, Yarsan and Yezidis remaining. Prior to 2003 their numbers together may have been 2 million, the majority Yarsan, a non-Islamic religion with roots in pre-Islamic and pre-Christian religion. The Iraqi Jewish community, numbering around 150,000 in 1941, has almost entirely left the country.Iraq is home to two of the world's holiest places among Shi'as: Najaf and Karbala.
=== Diaspora and refugees ===
The dispersion of native Iraqis to other countries is known as the Iraqi diaspora. The UN High Commission for Refugees has estimated that nearly two million Iraqis fled the country after the multinational invasion of Iraq in 2003. The UN Refugee agency estimated in 2021 that an 1.1 million were displaced within the country.In 2007, the UN said that about 40% of Iraq's middle class was believed to have fled and that most had fled systematic persecution and had no desire to return. Subsequently, the diaspora seemed to be returning, as security improved; the Iraqi government claimed that 46,000 refugees returned to their homes in October 2007 alone.In 2011, nearly 3 million Iraqis had been displaced, with 1.3 million within Iraq and 1.6 million in neighbouring countries, mainly Jordan and Syria. More than half of Iraqi Christians had fled the country since the US-led invasion. According to official United States Citizenship and Immigration Services statistics, 58,811 Iraqis had been granted refugee-status citizenship as of 25 May 2011.After the start of the Syrian Civil War in 2011, numerous Iraqis in Syria returned to their native country. To escape the Syrian civil war, over 252,000 Syrian refugees of varying ethnicities have fled to Iraq since 2012.
=== Health ===
In 2010, spending on healthcare accounted for 6.84% of the country's GDP. In 2008, there were 6.96 physicians and 13.92 nurses per 10,000 inhabitants. The life expectancy at birth was 68.49 years in 2010, or 65.13 years for males and 72.01 years for females. This is down from a peak life expectancy of 71.31 years in 1996.Iraq had developed a centralised free health care system in the 1970s using a hospital based, capital-intensive model of curative care. The country depended on large-scale imports of medicines, medical equipment and even nurses, paid for with oil export income, according to a "Watching Brief" report issued jointly by the United Nations Children's Fund (UNICEF) and the World Health Organization (WHO) in July 2003. Unlike other poorer countries, which focused on mass health care using primary care practitioners, Iraq developed a Westernised system of sophisticated hospitals with advanced medical procedures, provided by specialist physicians. The UNICEF/WHO report noted that prior to 1990, 97% of the urban dwellers and 71% of the rural population had access to free primary health care; just 2% of hospital beds were privately managed.
=== Education ===
Before Iraq faced economic sanctions from the UN, it already had an advanced and successful education system. However, it has now been "de-developing" in its educational success. .org |archive-url=https://web.archive.org/web/20180804182022/https://www.unicef.org/iraq/TheCostOfEducationInIraq-EN.pdf |archive-date=4 August 2018}}</ref>
In general, the education of Iraq has been improving since the MDGs were implemented. For example, enrollment numbers nearly doubled from 2000 to 2012. It went from 3.6 million to six million. The latest statistic from 2015 to 2016 showed that almost 9.2 million children were in school. Enrollment rates continue to be on a steady increase at about 4.1% each year. The sheer increase in numbers shows that there are clearly improvements of children in Iraq having access to education.
However, the dramatic increase of the number of students in primary education has had some negative and straining effects for the education system. The budget for education makes up about only 5.7% of government spending and continues to stay at or below this percentage. Investments for schools has also been on the decline. As a result, the country now ranks at the bottom of Middle East countries in terms of education. The little funding for education makes it more difficult to improve the quality and resources for education.At the same time, UNICEF investigated portions of spending for education and found that some of the money has gone to waste. They found that dropout rates are increasing as well as repetition rates for children. In both Iraq Centre and KRI, the rates for dropouts are about 1.5% to 2.5%. While the rate for dropouts for boys was around 16.5%, girls were at 20.1% where it could be due to economic or family reasons. For repetition rates, percentages have almost reached 17% among all students. As a result, almost 20% of the funding for education was lost to dropouts and repetition for the year 2014–2015.Other statistics show that regional differences can attribute to lower or higher enrollment rates for children in primary education. For example, UNICEF found that areas with conflict like Saladin had "more than 90% of school-age children" not in the education system. In addition, some schools were converted into refugee shelters or military bases in 2014 as conflict began to increase. The resources for education become more strained and make it harder for children to go to school and finish receiving their education. However, in 2017, there were efforts being made to open up 47 schools that had previously been closed. There has been more success in Mosul where over 380,000 are going to school again. Depending on where children live, they may or may not have the same access to education as other children.
There are also the differing enrollment rates between boys and girls. UNICEF found that in 2013–2014, enrollment numbers for boys was at about five million while girls were at about 4.2 million. While the out-of-school rate for girls is at about 11%, boys are at less than half of that. However, the rate of enrollments for girls has been increasing at a higher rate than for boys. In 2015–2016, the enrollment numbers for girls increased by 400,000 from the previous year where a large number of them were located in Iraq Centre. Not only that, UNICEF found that the increase of girls going to school was across all levels of education. Therefore, the unequal enrollment numbers between boys and girls could potentially change so that universal education can be achieved by all at equal rates.
Although the numbers suggest a dramatic increase of enrollment rates for primary education in total, a large number of children still remain out of the education system. Many of these children fall under the category of internally displaced children due to the conflict in Syria and the takeover by ISIL. This causes a disruption for children who are attempting to go to school and holds them back from completing their education, no matter what level they are at. Internally displaced children are specifically recorded to track children who have been forced to move within their country due to these types of conflicts. About 355,000 of internally displaced children are not in the education system. 330,000 of those children live in Iraq Centre. The rates among internally displaced children continue to remain higher in Iraq Centre than other areas such as the KRI.With the overall increase of enrollment rates, there continues to be a large strain on the resources for education. UNICEF notes that without an increase on expenditures for education, the quality of education will continue to decrease. Early in the 2000s, the UNESCO International Bureau of Education found that the education system in Iraq had issues with standard-built school buildings, having enough teachers, implementing a standardised curricula, textbooks and technologies that are needed to help reach its educational goals. Teachers are important resources that are starting to become more and more strained with the rising number of students. Iraq Centre has a faster enrollment growth rate than teacher growth. Teachers begin to have to take in more and more students which can produce a bigger strain on the teacher and quality of education the children receive. Another large resource for education is libraries that can increase literacy and create a reading culture. However, this can only be improved through a restructuring of the education system.
== Culture ==
Iraq's culture has a deep heritage that extends back in time to ancient Mesopotamian culture. Iraq has one of the longest written traditions in the world including architecture, literature, music, dance, painting, weaving, pottery, calligraphy, stonemasonry and metalworking. The culture of Iraq or Mesopotamia is one of the world's oldest cultural histories and is considered one of the most influential cultures in the world. Mesopotamian legacy went on to influence and shape the civilizations of the Old World in different ways such as inventing writing system, mathematics, time, calendar, astrology and law code. Iraq is home diverse ethnic groups and has a very long and rich heritage and have contributed to the culture differently. The country is known for its poets، architects، painters and sculptors who are among the best in the region, some of them being world-class. Iraq is known for producing fine handicrafts, including rugs and carpets.
=== Art ===
There were several interconnected traditions of art in ancient Iraq. The Abbasid Dynasty developed in the Abbasid Caliphate between 750 and 945, primarily in its heartland of Mesopotamia. The Abbasids were influenced mainly by Mesopotamian art traditions and later influenced Persian as well as Central Asian styles. Between the 8th and 13th centuries during the Abbasid period, pottery achieved a high level of sophistication, calligraphy began to be used to decorate the surface of decorative objects and illuminated manuscripts, particularly Q'ranic texts became more complex and stylised. Iraq's first art school was established during this period, allowing artisans and crafts to flourish.At the height of the Abbasid period, in the late 12th century, a stylistic movement of manuscript illustration and calligraphy emerged. Now known as the Baghdad School, this movement of Islamic art was characterised by representations of everyday life and the use of highly expressive faces rather than the stereotypical characters that had been used in the past.
=== Architecture ===
The architecture of Iraq has a long history, encompassing several distinct cultures and spanning a period from the 10th millennium BC and features both Mesopotamian and Abbasid architecture. Modern prominent architects include Zaha Hadid, Basil Bayati, Rifat Chadirji and Hisham N. Ashkouri among others.Important cultural institutions in the capital include the Iraqi National Symphony Orchestra – rehearsals and performances were briefly interrupted during the Occupation of Iraq but have since returned to normal. The National Theatre of Iraq was looted during the 2003 invasion, but efforts are underway to restore it. The live theatre scene received a boost during the 1990s when UN sanctions limited the import of foreign films. As many as 30 cinemas were reported to have been converted to live stages, producing a wide range of comedies and dramatic productions.
Institutions offering cultural education in Baghdad include the Academy of Music, Institute of Fine Arts and the Music and Ballet school Baghdad. Baghdad also features a number of museums including the National Museum of Iraq – which houses the world's largest and finest collection of artefacts and relics of Ancient Iraqi civilisations; some of which were stolen during the Occupation of Iraq. On 2021, it was announced that Iraq had reclaimed about 17,000 looted artifacts, which was considered to be the biggest repatriation.The capital, Ninus or Nineveh, was taken by the Medes under Cyaxares, and some 200 years after Xenophon passed over its site, then mere mounds of earth. It remained buried until 1845, when Botta and Layard discovered the ruins of the Assyrian cities. The principal remains are those of Khorsabad, 16 km (10 mi) N.E. of Mosul; of Nimroud, supposed to be the ancient Calah; and of Kouyunjik, in all probability the ancient Nineveh. In these cities are found fragments of several great buildings which seem to have been palace-temples. They were constructed chiefly of sun-dried bricks, and all that remains of them is the lower part of the walls, decorated with sculpture and paintings, portions of the pavements, a few indications of the elevation, and some interesting works connected with the drainage.
=== Literature ===
The literature in Iraq is often referred to as "Mesopotamian literature" due to the flourishing of various civilisations as a result of the mixture of these cultures and has been called Mesopotamian or Babylonian literature in allusion to the geographical territory that such cultures occupied in the Middle East between the banks of the Tigris and Euphrates rivers. The Sumerian literature was unique because it does not belong to any known linguistic root. Its appearance began with symbols of the things denoting it, then it turned with time to the cuneiform line on tablets. The literature during this time were mainly about mythical and epic texts dealing with creation issues, the emergence of the world, the gods, descriptions of the heavens, and the lives of heroes in the wars that broke out between the nomads and the urbanites. They also deal with religious teachings, moral advice, astrology, legislation, and history. One of which was the Epic of Gilgamesh, which is regarded as the earliest surviving notable literature. During the Abbasid Caliphate, the House of Wisdom in Baghdad, which was a public academy and intellectual center hosted numerous scholars and writers. A number of stories in One Thousand and One Nights feature famous Abbasid figures.Iraq has various medieval poets, most remarkably Hariri of Basra, Mutanabbi, Abu Nuwas, and Al-Jahiz.
In modern times, various languages are used in Iraqi literature including Arabic, Neo-Aramaic, Kurdish and Turkish, although the Arabic literature remains the most influential literature. Notably poets include Jawahiri, Safa Khulusi and Dunya Mikhail.
=== Music ===
Iraq is known primarily for its rich maqam heritage which has been passed down orally by the masters of the maqam in an unbroken chain of transmission leading up to the present. The Iraqi maqam is considered to be the most noble and perfect form of maqam. Al-maqam al-Iraqi is the collection of sung poems written either in one of the sixteen meters of classical Arabic or in Iraqi dialect (Zuhayri). This form of art is recognised by UNESCO as "an intangible heritage of humanity".Early in the 20th century, many of the most prominent musicians in Iraq were Jewish. In 1936, Iraq Radio was established with an ensemble made up entirely of Jews, with the exception of the percussion player. At the nightclubs of Baghdad, ensembles consisted of oud, qanun and two percussionists, while the same format with a ney and cello were used on the radio.The most famous singer of the 1930s–1940s was perhaps Salima Pasha (later Salima Murad). The respect and adoration for Pasha were unusual at the time since public performance by women was considered shameful.The most famous early composer from Iraq was Ezra Aharon, an oud player, while the most prominent instrumentalist was Yusuf Za'arur. Za'arus formed the official ensemble for the Iraqi radio station and were responsible for introducing the cello and ney into the traditional ensemble.
=== Media ===
Iraq was home to the second television station in the Middle East, which began during the 1950s. As part of a plan to help Iraq modernise, English telecommunications company Pye Limited built and commissioned a television broadcast station in the capital city of Baghdad.After the end of the full state control in 2003, there were a period of significant growth in the broadcast media in Iraq. Immediately, and the ban on satellite dishes is no longer in place, and by mid-2003, according to a BBC report, there were 20 radio stations from 0.15 to 17 television stations owned by Iraqis, and 200 Iraqi newspapers owned and operated. Significantly, there have been many of these newspapers in numbers disproportionate to the population of their locations. For example, in Najaf, which has a population of 300,000, is being published more than 30 newspapers and distributed.
Iraqi media expert and author of a number of reports on this subject, Ibrahim Al Marashi, identifies four stages of the US invasion of Iraq in 2003 where they had been taking the steps that have significant effects on the way for the later of the Iraqi media since then. Stages are: pre-invasion preparation, and the war and the actual choice of targets, the first post-war period, and a growing insurgency and hand over power to the Iraqi Interim Government (IIG) and Prime Minister Iyad Allawi.As of 2020, the media in Iraq is considered as one of the biggest in Middle East, having more than 100 radio stations and 150 television stations broadcasting in Arabic, English, Kurdish, Turkmen, and Neo-Aramaic.
=== Cuisine ===
Iraqi cuisine can be traced back some 10,000 years – to the Sumerians, Akkadians, Babylonians, Assyrians and Ancient Persians. Tablets found in ancient ruins in Iraq show recipes prepared in the temples during religious festivals – the first cookbooks in the world. Ancient Iraq, or Mesopotamia, was home to many sophisticated and highly advanced civilisations, in all fields of knowledge – including the culinary arts. However, it was in the medieval era when Baghdad was the capital of the Abbasid Caliphate that the Iraqi kitchen reached its zenith. Today the cuisine of Iraq reflects this rich inheritance as well as strong influences from the culinary traditions of neighbouring Turkey, Iran and the Greater Syria area.Some characteristic ingredients of Iraqi cuisine include – vegetables such as aubergine, tomato, okra, onion, potato, courgette, garlic, peppers and chilli, cereals such as rice, bulgur wheat and barley, pulses and legumes such as lentils, chickpeas and cannellini, fruits such as dates, raisins, apricots, figs, grapes, melon, pomegranate and citrus fruits, especially lemon and lime.Similarly with other countries of Western Asia, chicken and especially lamb are the favourite meats. Most dishes are served with rice – usually Basmati, grown in the marshes of southern Iraq. Bulgur wheat is used in many dishes – having been a staple in the country since the days of the Ancient Assyrians.
=== Sport ===
Football is the most popular sport in Iraq. Football is a considerable uniting factor in Iraq following years of war and unrest. Basketball, swimming, weightlifting, bodybuilding, boxing, kick boxing and tennis are also popular sports.
The Iraqi Football Association is the governing body of football in Iraq, controlling the Iraq national football team and the Iraqi Premier League. It was founded in 1948, and has been a member of FIFA since 1950 and the Asian Football Confederation since 1971. Iraq were the 2007 AFC Asian Cup champions after defeating Saudi Arabia in the final by 1–0 thanks to a goal by captain Younis Mahmoud and they have participated in two FIFA competitions (the 1986 FIFA World Cup and the 2009 FIFA Confederations Cup).
== See also ==
Outline of Iraq
== References ==
== Bibliography ==
== Further reading ==
== External links ==
Government
Presidency of Iraq
Cabinet of Iraq
Government of Iraq Archived 2 May 2022 at the Wayback Machine
Prime Minister's OfficeGeneral information
Iraq. The World Factbook. Central Intelligence Agency.
Wikimedia Atlas of Iraq
Iraq web resources provided by GovPubs at the University of Colorado Boulder Libraries
Iraq travel guide from Wikivoyage
Geographic data related to Iraq at OpenStreetMap
Iraq at Curlie
Iraq profile from the BBC News
Life in Iraq – A short video presentation
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Iceland
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Iceland (Icelandic: Ísland, pronounced [ˈistlant] ) is a Nordic island country between the North Atlantic and Arctic Oceans, on the Mid-Atlantic Ridge between North America and Europe. It is linked culturally and politically with Europe, and is the region's most sparsely populated country. Its capital and largest city is Reykjavík, which is home to about 36% of the country's roughly 380,000 residents. The official language of the country is Icelandic.
Located on a rift between tectonic plates, Iceland's geologic activity includes geysers and frequent volcanic eruptions. The interior consists of a volcanic plateau characterised by sand and lava fields, mountains, and glaciers, and many glacial rivers flow to the sea through the lowlands. Iceland is warmed by the Gulf Stream and has a temperate climate, despite a latitude just south of the Arctic Circle. Its high latitude and marine influence keep summers chilly, and most of its islands have a polar climate.
According to the ancient manuscript Landnámabók, the settlement of Iceland began in 874 AD when the Norwegian chieftain Ingólfr Arnarson became the first permanent settler on the island. In the following centuries, Norwegians, and to a lesser extent other Scandinavians, immigrated to Iceland, bringing with them thralls (i.e., slaves or serfs) of Gaelic origin.
The island was governed as an independent commonwealth under the native parliament, the Althing, one of the world's oldest functioning legislative assemblies. Following a period of civil strife, Iceland acceded to Norwegian rule in the 13th century. The establishment of the Kalmar Union in 1397 united the kingdoms of Norway, Denmark, and Sweden. Iceland thus followed Norway's integration into that union, coming under Danish rule after Sweden seceded from the union in 1523. The Danish kingdom forcefully introduced Lutheranism to Iceland in 1550.Influenced by ideals of nationalism after the French Revolution, Iceland's struggle for independence took form and culminated in the Danish–Icelandic Act of Union in 1918, with the establishment of the Kingdom of Iceland, sharing through a personal union the incumbent monarch of Denmark. During the occupation of Denmark in World War II, Iceland voted overwhelmingly to become a republic in 1944, thus ending the remaining formal ties with Denmark. Although the Althing was suspended from 1799 to 1845, the island republic has nevertheless been credited with sustaining the world's oldest and longest-running parliament.
Until the 20th century, Iceland relied largely on subsistence fishing and agriculture. Industrialization of the fisheries and Marshall Plan aid following World War II brought prosperity, and Iceland became one of the wealthiest and most developed nations in the world. It became a part of the European Economic Area in 1994; this further diversified the economy into sectors such as finance, biotechnology, and manufacturing.
Iceland has a market economy with relatively low taxes, compared to other OECD countries, as well as the highest trade union membership in the world. It maintains a Nordic social welfare system that provides universal health care and tertiary education for its citizens. Iceland ranks highly in international comparisons of national performance, such as quality of life, education, protection of civil liberties, government transparency, and economic freedom.
Icelandic culture is founded upon the nation's Scandinavian heritage. Most Icelanders are descendants of Norse and Gaelic settlers. Icelandic, a North Germanic language, is descended from Old West Norse and is closely related to Faroese. The country's cultural heritage includes traditional Icelandic cuisine, Icelandic literature, and medieval sagas. Iceland has the smallest population of any NATO member and is the only one with no standing army, with a lightly armed coast guard.
== Etymology ==
The Sagas of Icelanders say that a Norwegian named Naddodd (or Naddador) was the first Norseman to reach Iceland, and in the ninth century, he named it Snæland or "snow land" because it was snowing. Following Naddodd, the Swede Garðar Svavarsson arrived, and so the island was then called Garðarshólmur which means "Garðar's Isle".Then came a Viking named Flóki Vilgerðarson; his daughter drowned en route, then his livestock starved to death. The sagas say that the rather despondent Flóki climbed a mountain and saw a fjord (Arnarfjörður) full of icebergs, which led him to give the island its new and present name. The notion that Iceland's Viking settlers chose that name to discourage the settlement of their verdant isle is a myth.
== History ==
=== 874–1262: Settlement and Commonwealth ===
According to both Landnámabók and Íslendingabók, monks known as the Papar lived in Iceland before Scandinavian settlers arrived, possibly members of a Hiberno-Scottish mission. Recent archaeological excavations have revealed the ruins of a cabin in Hafnir on the Reykjanes peninsula. Carbon dating indicates that it was abandoned sometime between 770 and 880. In 2016, archaeologists uncovered a longhouse in Stöðvarfjörður that has been dated to as early as 800.Swedish Viking explorer Garðar Svavarsson was the first to circumnavigate Iceland in 870 and establish that it was an island. He stayed during the winter and built a house in Húsavík. Garðar departed the following summer, but one of his men, Náttfari, decided to stay behind with two slaves. Náttfari settled in what is now known as Náttfaravík, and he and his slaves became the first permanent residents of Iceland to be documented.The Norwegian-Norse chieftain Ingólfr Arnarson built his homestead in present-day Reykjavík in 874. Ingólfr was followed by many other emigrant settlers, largely Scandinavians and their thralls, many of whom were Irish or Scottish. By 930, most arable land on the island had been claimed; the Althing, a legislative and judicial assembly was initiated to regulate the Icelandic Commonwealth. The lack of arable land also served as an impetus to the settlement of Greenland starting in 986. The period of these early settlements coincided with the Medieval Warm Period, when temperatures were similar to those of the early 20th century. At this time about 25% of Iceland was covered with forest, compared to 1% in the present day. Christianity was adopted by consensus around 999–1000, although Norse paganism persisted among segments of the population for some years afterward.
=== The Middle Ages ===
The Icelandic Commonwealth lasted until the 13th century when the political system devised by the original settlers proved unable to cope with the increasing power of Icelandic chieftains. The internal struggles and civil strife of the Age of the Sturlungs led to the signing of the Old Covenant in 1262, which ended the Commonwealth and brought Iceland under the Norwegian crown. Possession of Iceland passed from the Kingdom of Norway (872–1397) to the Kalmar Union in 1415, when the kingdoms of Norway, Denmark, and Sweden were united. After the break-up of the union in 1523, it remained a Norwegian dependency, as a part of Denmark–Norway.
Infertile soil, volcanic eruptions, deforestation, and an unforgiving climate made for harsh life in a society where subsistence depended almost entirely on agriculture. The Black Death swept Iceland twice, first in 1402–1404 and again in 1494–1495. The former outbreak killed 50% to 60% of the population, and the latter 30% to 50%.
=== Reformation and the Early Modern period ===
Around the middle of the 16th century, as part of the Protestant Reformation, King Christian III of Denmark began to impose Lutheranism on all his subjects. Jón Arason, the last Catholic bishop of Hólar, was beheaded in 1550 along with two of his sons. The country subsequently became officially Lutheran, and Lutheranism has since remained the dominant religion.
In the 17th and 18th centuries, Denmark imposed harsh trade restrictions on Iceland. Natural disasters, including volcanic eruptions and disease, contributed to a decreasing population. In the summer of 1627, Barbary Pirates committed the events known locally as the Turkish Abductions, in which hundreds of residents were taken into slavery in North Africa and dozens killed; this was the only invasion in Icelandic history to have casualties. The 1707–08 Iceland smallpox epidemic is estimated to have killed a quarter to a third of the population. In 1783 the Laki volcano erupted, with devastating effects. In the years following the eruption, known as the Mist Hardships (Icelandic: Móðuharðindin), over half of all livestock in the country died. Around a quarter of the population starved to death in the ensuing famine.
=== 1814–1918: Independence movement ===
In 1814, following the Napoleonic Wars, Denmark-Norway was broken up into two separate kingdoms via the Treaty of Kiel but Iceland remained a Danish dependency. Throughout the 19th century, the country's climate continued to grow colder, resulting in mass emigration to the New World, particularly to the region of Gimli, Manitoba in Canada, which was sometimes referred to as New Iceland. About 15,000 people emigrated, out of a total population of 70,000.A national consciousness arose in the first half of the 19th century, inspired by romantic and nationalist ideas from mainland Europe. An Icelandic independence movement took shape in the 1850s under the leadership of Jón Sigurðsson, based on the burgeoning Icelandic nationalism inspired by the Fjölnismenn and other Danish-educated Icelandic intellectuals. In 1874, Denmark granted Iceland a constitution and limited home rule. This was expanded in 1904, and Hannes Hafstein served as the first Minister for Iceland in the Danish cabinet.
=== 1918–1944: Independence and the Kingdom of Iceland ===
The Danish–Icelandic Act of Union, an agreement with Denmark signed on 1 December 1918 and valid for 25 years, recognised Iceland as a fully sovereign and independent state in a personal union with Denmark. The Government of Iceland established an embassy in Copenhagen and requested that Denmark carry out on its behalf certain defence and foreign affairs matters, subject to consultation with the Althing. Danish embassies around the world displayed two coats of arms and two flags: those of the Kingdom of Denmark and those of the Kingdom of Iceland. Iceland's legal position became comparable to those of countries belonging to the Commonwealth of Nations, such as Canada, whose sovereign is King Charles III.
During World War II, Iceland joined Denmark in asserting neutrality. After the German occupation of Denmark on 9 April 1940, the Althing replaced the King with a regent and declared that the Icelandic government would take control of its own defence and foreign affairs. A month later, British armed forces conducted Operation Fork, the invasion and occupation of the country, violating Icelandic neutrality. In 1941, the Government of Iceland, friendly to Britain, invited the then-neutral United States to take over its defence so that Britain could use its troops elsewhere.
=== 1944–present: Republic of Iceland ===
On 31 December 1943, the Danish–Icelandic Act of Union expired after 25 years. Beginning on 20 May 1944, Icelanders voted in a four-day plebiscite on whether to terminate the personal union with Denmark, abolish the monarchy, and establish a republic. The vote was 97% to end the union, and 95% in favour of the new republican constitution. Iceland formally became a republic on 17 June 1944, with Sveinn Björnsson as its first president.
In 1946, the US Defence Force Allied left Iceland. The nation formally became a member of NATO on 30 March 1949, amid domestic controversy and riots. On 5 May 1951, a defence agreement was signed with the United States. American troops returned to Iceland as the Iceland Defence Force and remained throughout the Cold War. The US withdrew the last of its forces on 30 September 2006.
Iceland prospered during the Second World War. The immediate post-war period was followed by substantial economic growth, driven by the industrialisation of the fishing industry and the US Marshall Plan programme, through which Icelanders received the most aid per capita of any European country (at US$209, with the war-ravaged Netherlands a distant second at US$109).Vigdís Finnbogadóttir assumed Iceland's presidency on 1 August 1980, making her the first elected female head of state in the world.The 1970s were marked by the Cod Wars—several disputes with the United Kingdom over Iceland's extension of its fishing limits to 200 nmi (370 km) offshore. Iceland hosted a summit in Reykjavík in 1986 between United States President Ronald Reagan and Soviet Premier Mikhail Gorbachev, during which they took significant steps towards nuclear disarmament. A few years later, Iceland became the first country to recognise the independence of Estonia, Latvia, and Lithuania as they broke away from the USSR. Throughout the 1990s, the country expanded its international role and developed a foreign policy orientated towards humanitarian and peacekeeping causes. To that end, Iceland provided aid and expertise to various NATO-led interventions in Bosnia, Kosovo, and Iraq.Iceland joined the European Economic Area in 1994, after which the economy was greatly diversified and liberalised. International economic relations increased further after 2001 when Iceland's newly deregulated banks began to raise great amounts of external debt, contributing to a 32 percent increase in Iceland's gross national income between 2002 and 2007.
==== Economic boom and crisis ====
In 2003–2007, following the privatisation of the banking sector under the government of Davíð Oddsson, Iceland moved towards having an economy based on international investment banking and financial services. It was quickly becoming one of the most prosperous countries in the world, but was hit hard by a major financial crisis. The crisis resulted in the greatest migration from Iceland since 1887, with a net emigration of 5,000 people in 2009.
==== Since 2012 ====
Iceland's economy stabilised under the government of Jóhanna Sigurðardóttir and grew by 1.6% in 2012. The centre-right Independence Party was returned to power in coalition with the Progressive Party in the 2013 election. In the following years, Iceland saw a surge in tourism as the country became a popular holiday destination. In 2016, Prime Minister Sigmundur Davíð Gunnlaugsson resigned after being implicated in the Panama Papers scandal. Early elections in 2016 resulted in a right-wing coalition government of the Independence Party, the Reform Party and Bright Future. This government fell when Bright Future quit the coalition due to a scandal involving then-Prime Minister Bjarni Benediktsson's father's letter of support for a convicted child sex offender. Snap elections in October 2017 brought to power a new coalition consisting of the Independence Party, the Progressive Party, and the Left-Green Movement, headed by Katrín Jakobsdóttir.After the 2021 parliamentary election, the new government was, just like the previous government, a tri-party coalition of the Independence Party, the Progressive Party, and the Left-Green Movement, headed by Prime Minister Katrín Jakobsdóttir.
== Geography ==
Iceland is at the juncture of the North Atlantic and Arctic Oceans. The main island is entirely south of the Arctic Circle, which passes through the small Icelandic island of Grímsey off the main island's northern coast. The country lies between latitudes 63 and 68°N, and longitudes 25 and 13°W.
Iceland is closer to continental Europe than to mainland North America, although it is closest to Greenland (290 kilometres; 155 nautical miles), an island of North America. Iceland is generally included in Europe for geographical, historical, political, cultural, linguistic and practical reasons. Geologically, the island includes parts of both continental plates. The closest bodies of land in Europe are the Faroe Islands (420 km; 225 nmi); Jan Mayen Island (570 km; 310 nmi); Shetland and the Outer Hebrides, both about 740 km (400 nmi); and the Scottish mainland and Orkney, both about 750 km (405 nmi). The nearest part of Continental Europe is mainland Norway, about 970 km (525 nmi) away, while mainland North America is 2,070 km (1,120 nmi) away, at the northern tip of Labrador.
Iceland is the world's 18th-largest island, and Europe's second-largest island after Great Britain and before Ireland. The main island covers 101,826 km2 (39,315 sq mi), but the entire country is 103,000 km2 (40,000 sq mi) in size, of which 62.7% is tundra. Iceland contains about 30 minor islands, including the lightly populated Grímsey and the Vestmannaeyjar archipelago. Lakes and glaciers cover 14.3% of its surface; only 23% is vegetated. The largest lakes are Þórisvatn reservoir: 83–88 km2 (32–34 sq mi) and Þingvallavatn: 82 km2 (32 sq mi); other important lakes include Lagarfljót and Mývatn. Jökulsárlón is the deepest lake, at 248 m (814 ft).Geologically, Iceland is part of the Mid-Atlantic Ridge, a ridge along which the oceanic crust spreads and forms new crust. This part of the mid-ocean ridge is located above a mantle plume, causing Iceland to be subaerial (above the surface of the sea). The ridge marks the boundary between the Eurasian and North American Plates, and Iceland was created by rifting and accretion through volcanism along the ridge.Many fjords punctuate Iceland's 4,970-km-long (3,088-mi) coastline, which is also where most settlements are situated. The island's interior, the Highlands of Iceland, is a cold and uninhabitable combination of sand, mountains, and lava fields. The major towns are the capital city of Reykjavík, along with its outlying towns of Kópavogur, Hafnarfjörður, and Garðabær, nearby Reykjanesbær where the international airport is located, and the town of Akureyri in northern Iceland. The island of Grímsey on the Arctic Circle contains the northernmost habitation of Iceland, whereas Kolbeinsey contains the northernmost point of Iceland. Iceland has three national parks: Vatnajökull National Park, Snæfellsjökull National Park, and Þingvellir National Park. The country is considered a "strong performer" in environmental protection, having been ranked 13th in Yale University's Environmental Performance Index of 2012.
=== Geology ===
A geologically young land at 16 to 18 million years old, Iceland is the surface expression of the Iceland Plateau, a large igneous province forming as a result of volcanism from the Iceland hotspot and along the Mid-Atlantic Ridge, the latter of which runs right through it. This means that the island is highly geologically active with many volcanoes including Hekla, Eldgjá, Herðubreið, and Eldfell. The volcanic eruption of Laki in 1783–1784 caused a famine that killed nearly a quarter of the island's population. In addition, the eruption caused dust clouds and haze to appear over most of Europe and parts of Asia and Africa for several months afterwards, and affected climates in other areas.Iceland has many geysers, including Geysir, from which the English word is derived, and the famous Strokkur, which erupts every 8–10 minutes. After a phase of inactivity, Geysir started erupting again after a series of earthquakes in 2000. Geysir has since grown quieter and does not erupt often.With the widespread availability of geothermal power and the harnessing of many rivers and waterfalls for hydroelectricity, most residents have access to inexpensive hot water, heating, and electricity. The island is composed primarily of basalt, a low-silica lava associated with effusive volcanism as has occurred also in Hawaii. Iceland, however, has a variety of volcanic types (composite and fissure), many producing more evolved lavas such as rhyolite and andesite. Iceland has hundreds of volcanoes with about 30 active volcanic systems.Surtsey, one of the youngest islands in the world, is part of Iceland. Named after Surtr, it rose above the ocean in a series of volcanic eruptions between 8 November 1963 and 5 June 1968. Only scientists researching the growth of new life are allowed to visit the island.On 21 March 2010, a volcano in Eyjafjallajökull in the south of Iceland erupted for the first time since 1821, forcing 600 people to flee their homes. Additional eruptions on 14 April forced hundreds of people to abandon their homes. The resultant cloud of volcanic ash brought major disruption to air travel across Europe.
Another large eruption occurred on 21 May 2011. This time it was the Grímsvötn volcano, located under the thick ice of Europe's largest glacier, Vatnajökull. Grímsvötn is one of Iceland's most active volcanoes, and this eruption was much more powerful than the 2010 Eyjafjallajökull activity, with ash and lava hurled 20 km (12 mi) into the atmosphere, creating a large cloud.A great deal of volcanic activity was occurring in the Reykjanes Peninsula in 2020 and into 2021, after nearly 800 years of inactivity. After the eruption of the Fagradalsfjall volcano on 19 March 2021, National Geographic's experts predicted that this "may mark the start of decades of volcanic activity." The eruption was small, leading to a prediction that this volcano was unlikely to threaten "any population centers".The highest elevation for Iceland is listed as 2,110 m (6,920 ft) at Hvannadalshnúkur (64°00′N 16°39′W).
=== Climate ===
The climate of Iceland's coast is subarctic. The warm North Atlantic Current ensures generally higher annual temperatures than in most places of similar latitude in the world. Regions in the world with similar climates include the Aleutian Islands, the Alaska Peninsula, and Tierra del Fuego, although these regions are closer to the equator. Despite its proximity to the Arctic, the island's coasts remain ice-free through the winter. Ice incursions are rare, with the last having occurred on the north coast in 1969.The climate varies between different parts of the island. Generally speaking, the south coast is warmer, wetter, and windier than the north. The Central Highlands are the coldest part of the country. Low-lying inland areas in the north are the aridest. Snowfall in winter is more common in the north than in the south.
The highest air temperature recorded was 30.5 °C (86.9 °F) on 22 June 1939 at Teigarhorn on the southeastern coast. The lowest was −38 °C (−36.4 °F) on 22 January 1918 at Grímsstaðir and Möðrudalur in the northeastern hinterland. The temperature records for Reykjavík are 26.2 °C (79.2 °F) on 30 July 2008, and −24.5 °C (−12.1 °F) on 21 January 1918.
=== Plants ===
Phytogeographically, Iceland belongs to the Arctic province of the Circumboreal Region within the Boreal Kingdom. Plantlife consists mainly of grassland, which is regularly grazed by livestock. The most common tree native to Iceland is the northern birch (Betula pubescens), which formerly formed forests over much of Iceland, along with aspens (Populus tremula), rowans (Sorbus aucuparia), common junipers (Juniperus communis), and other smaller trees, mainly willows.
When the island was first settled, it was extensively forested, with around 30% of the land covered in trees. In the late 12th century, Ari the Wise described it in the Íslendingabók as "forested from mountain to sea shore". Permanent human settlement greatly disturbed the isolated ecosystem of thin, volcanic soils and limited species diversity. The forests were heavily exploited over the centuries for firewood and timber. Deforestation, climatic deterioration during the Little Ice Age, and overgrazing by sheep imported by settlers caused a loss of critical topsoil due to erosion. Today, many farms have been abandoned. Three-quarters of Iceland's 100,000 square kilometres (39,000 sq mi) is affected by soil erosion; 18,000 km2 (6,900 sq mi) is affected to a degree serious enough to make the land useless. Only a few small birch stands now exist in isolated reserves. The planting of new forests has increased the number of trees, but the result does not compare to the original forests. Some of the planted forests include introduced species. The tallest tree in Iceland is a sitka spruce planted in 1949 in Kirkjubæjarklaustur; it was measured at 25.2 m (83 ft) in 2013.
Algae such as Chondrus crispus, Phyllphora truncata and Phyllophora crispa and others have been recorded from Iceland.
=== Animals ===
The only native land mammal when humans arrived was the Arctic fox, which came to the island at the end of the ice age, walking over the frozen sea. On rare occasions, bats have been carried to the island with the winds, but they are not able to breed there. No native or free-living reptiles or amphibians are on the island.The animals of Iceland include the Icelandic sheep, cattle, chickens, goats, the sturdy Icelandic horse, and the Icelandic Sheepdog, all descendants of animals imported by Europeans. Wild mammals include the Arctic fox, mink, mice, rats, rabbits, and reindeer. Polar bears occasionally visit the island, travelling from Greenland on icebergs, but no Icelandic populations exist. In June 2008, two polar bears arrived in the same month. Marine mammals include the grey seal (Halichoerus grypus) and harbour seal (Phoca vitulina).
Many species of fish live in the ocean waters surrounding Iceland, and the fishing industry is a major part of Iceland's economy, accounting for roughly half of the country's total exports. Birds, especially seabirds, are an important part of Iceland's animal life. Atlantic puffins, skuas, and black-legged kittiwakes nest on its sea cliffs.Commercial whaling is practised intermittently along with scientific whale hunts. Whale watching has become an important part of Iceland's economy since 1997.Around 1,300 species of insects are known in Iceland. This is low compared with other countries (over one million species have been described worldwide). Iceland is essentially free of mosquitoes.
== Politics ==
Iceland has a left–right multi-party system. Following the 2017 and 2021 parliamentary elections, the biggest parties are the centre-right Independence Party (Sjálfstæðisflokkurinn), the Progressive Party (Framsóknarflokkurinn) and the Left-Green Movement (Vinstrihreyfingin – grænt framboð). These three parties form the ruling coalition in the cabinet led by leftist Katrín Jakobsdóttir.
Other political parties with seats in the Althing (Parliament) are the Social Democratic Alliance (Samfylkingin), the People's Party (Flokkur fólksins), Iceland's Pirates (Píratar), the Reform Party (Viðreisn) and the Centre Party (Miðflokkurinn).
Iceland was the first country in the world to have a political party formed and led entirely by women. Known as the Women's List or Women's Alliance (Kvennalistinn), it was founded in 1983 to advance the political, economic, and social needs of women. After participating in its first parliamentary elections, the Women's List helped increase the proportion of female parliamentarians by 15%. It disbanded in 1999, formally merging the next year with the Social Democratic Alliance, although about half of its members joined the Left-Green Movement instead. It did leave a lasting influence on Iceland's politics: every major party has a 40% quota for women, and in 2009 nearly a third of members of parliament were female, compared to the global average of 16%. Following the 2016 and 2021 elections, 48% of members of parliament are female.In 2016, Iceland was ranked second in the strength of its democratic institutions and 13th in government transparency. The country has a high level of civic participation, with 81.4% voter turnout during the most recent elections, compared to an OECD average of 72%. However, only 50% of Icelanders say they trust their political institutions, slightly less than the OECD average of 56% (and most probably a consequence of the political scandals in the wake of the Icelandic financial crisis).
=== Government ===
Iceland is a representative democracy and a parliamentary republic. The modern parliament, Alþingi (English: Althing), was founded in 1845 as an advisory body to the Danish monarch. It was widely seen as a re-establishment of the assembly founded in 930 in the Commonwealth period and temporarily suspended from 1799 to 1845. Consequently, "it is arguably the world's oldest parliamentary democracy." It has 63 members, elected for a maximum period of four years.The head of government is the prime minister who, together with the cabinet, is responsible for executive government.
The president of Iceland, in contrast, is a largely ceremonial head of state and serves as a diplomat, but may veto laws voted by the parliament and put them to a national referendum. They are elected by popular vote for a term of four years with no term limit. The current president is Guðni Th. Jóhannesson. On 1 August 2016, he became the new president of Iceland, and he was re-elected with an overwhelming majority of the vote in the 2020 presidential election.The elections for the president, the Althing, and local municipal councils are all held separately every four years.The cabinet in the country's government is typically appointed by the president after a general election to the Althing. However, the appointment is usually negotiated by the leaders of the political parties, who decide amongst themselves which parties can form the cabinet and how to distribute its seats, as long as it has majority support in the Althing. If the party leaders are unable to come to an agreement within a reasonable period of time, the president will personally appoint the cabinet. This has not happened since the republic was founded in 1944, although in 1942 the regent, Sveinn Björnsson, appointed a non-parliamentary government. Sveinn held the practical position of a president at the time, and later became the country's first official president in 1944.
The governments of Iceland have always been coalition governments, with two or more parties involved, as no single political party has ever received a majority of seats in the Althing throughout the republican period. There is no legal consensus on the extent of the political power possessed by the office of the president; several provisions of the constitution appear to give the president some important powers, but other provisions and traditions suggest differently. In 1980, Icelanders elected Vigdís Finnbogadóttir as president, the world's first directly elected female head of state. She retired from office in 1996. In 2009, Iceland became the first country with an openly gay head of government when Jóhanna Sigurðardóttir became prime minister.
=== Administrative divisions ===
Iceland is divided into regions, constituencies, and municipalities. The eight regions are primarily used for statistical purposes. District court jurisdictions also use an older version of this division. Until 2003, the constituencies for the parliamentary elections were the same as the regions, but by an amendment to the constitution, they were changed to the current six constituencies:
Reykjavík North and Reykjavík South (city regions);
Southwest (four non-contiguous suburban areas around Reykjavík);
Northwest and Northeast (northern half of Iceland, split); and
South (southern half of Iceland, excluding Reykjavík and suburbs).The redistricting change was made to balance the weight of different districts of the country since previously a vote cast in the sparsely populated areas around the country would count much more than a vote cast in the Reykjavík city area. The imbalance between districts has been reduced by the new system but still exists.Sixty-nine municipalities in Iceland govern local matters like schools, transport, and zoning. These are the actual second-level subdivisions of Iceland, as the constituencies have no relevance except in elections and for statistical purposes. Reykjavík is by far the most populous municipality, about four times more populous than Kópavogur, the second one.
=== Foreign relations ===
Iceland, which is a member of the UN, NATO, EFTA, Council of Europe, and OECD, maintains diplomatic and commercial relations with practically all nations, but its ties with the Nordic countries, Germany, the United States, Canada, and the other NATO nations are particularly close. Historically, due to cultural, economic, and linguistic similarities, Iceland is a Nordic country, and it participates in intergovernmental cooperation through the Nordic Council.
Iceland is a member of the European Economic Area (EEA), which allows the country access to the single market of the European Union (EU). It was not a member of the EU, but in July 2009, the Icelandic parliament, the Althing, voted in favour of the application for EU membership and officially applied on 17 July 2009. However, in 2013, opinion polls showed that many Icelanders were now against joining the EU; following the 2013 Icelandic parliamentary election the two parties that formed the island's new government—the centrist Progressive Party and the right-wing Independence Party—announced they would hold a referendum on EU membership. In 2015, Minister for Foreign Affairs Gunnar Bragi Sveinsson informed the EU that Iceland would no longer pursue membership, but the application was not formally withdrawn and there have been subsequent calls for a referendum on the issue.
=== Military ===
Iceland has no standing army but has the Icelandic Coast Guard which also maintains the Iceland Air Defence System, and an Iceland Crisis Response Unit to support peacekeeping missions and perform paramilitary functions.
The Iceland Defense Force (IDF) was a military command of the United States Armed Forces from 1951 to 2006. The IDF, created at the request of NATO, came into existence when the United States signed an agreement to provide for the defence of Iceland. The IDF also consisted of civilian Icelanders and military members of other NATO nations. The IDF was downsized after the end of the Cold War and the U.S. Air Force maintained four to six interceptor aircraft at the Naval Air Station Keflavik until they were withdrawn on 30 September 2006. Since May 2008, NATO nations have periodically deployed fighters to patrol Icelandic airspace under the Icelandic Air Policing mission. Iceland supported the 2003 invasion of Iraq despite much domestic controversy, deploying a Coast Guard EOD team to Iraq, which was replaced later by members of the Iceland Crisis Response Unit. Iceland has also participated in the conflict in Afghanistan and the 1999 NATO bombing of Yugoslavia. Despite the ongoing financial crisis the first new patrol ship in decades was launched on 29 April 2009.Iceland was the neutral host of the historic 1986 Reagan–Gorbachev summit in Reykjavík, which set the stage for the end of the Cold War. Iceland's principal historical international disputes involved disagreements over exclusive economic zones. Conflict with the United Kingdom led to a series of so-called Cod Wars, which included confrontations between the Icelandic Coast Guard and the Royal Navy over British fishermen: in 1952–1956 due to the extension of Iceland's fishing zone from 3 to 4 nmi (5.6 to 7.4 km; 3.5 to 4.6 mi), in 1958–1961 following a further extension to 12 nmi (22.2 km; 13.8 mi), in 1972–1973 with another extension to 50 nmi (92.6 km; 57.5 mi), and in 1975–1976 after another extension to 200 nmi (370.4 km; 230.2 mi).According to the 2011 Global Peace Index, Iceland is the most peaceful country in the world, due to its lack of armed forces, low crime rate and high level of socio-political stability. Iceland is listed in Guinness World Records as the "country ranked most at peace" and the "lowest military spending per capita".
=== Environmental policy ===
Iceland's official governmental goal is to cut greenhouse gas emissions by 40% by the year 2030 and reach carbon neutrality by the year 2040.The Icelandic Forest Service and other forestry groups promote large-scale reforestation in the country. Before the first human settlement, 25–40% of the country was covered by forest. The Vikings cut them for fuel, building, and making iron. Due to the reforestation efforts, the forest cover of Iceland increased six-fold since the 1990s. This helps to offset carbon emissions, prevent sand storms and increase the productivity of farms.
== Economy ==
In 2007, Iceland was the seventh-most productive country in the world per capita (US$54,858), and the fifth-most productive by GDP at purchasing power parity ($40,112). About 85 percent of the total primary energy supply in Iceland is derived from domestically produced renewable energy sources. Use of abundant hydroelectric and geothermal power has made Iceland the world's largest electricity producer per capita. As a result of its commitment to renewable energy, the 2016 Global Green Economy Index ranked Iceland among the top 10 greenest economies in the world. Historically, Iceland's economy depended heavily on fishing, which still provides 40% of export earnings and employs 7% of the workforce. The economy is vulnerable to declining fish stocks and falls in world prices for its main material exports: fish and fish products, aluminium, and ferrosilicon. Whaling in Iceland has been historically significant. Iceland still relies heavily on fishing, but its importance is diminishing from an export share of 90% in the 1960s to 40% in 2006.Until the 20th century, Iceland was a fairly poor country. It is now one of the most developed countries in the world. Strong economic growth led Iceland to be ranked third in the United Nations' Human Development Index report for 2021/2022. According to the Economist Intelligence Index of 2011, Iceland had the second-highest quality of life in the world. Based on the Gini coefficient, Iceland also has one of the lowest rates of income inequality in the world, and when adjusted for inequality, its HDI ranking is sixth. Iceland's unemployment rate has declined consistently since the crisis, with 4.8% of the labour force being unemployed as of June 2012, compared to 6% in 2011 and 8.1% in 2010.Many political parties remain opposed to EU membership, primarily due to Icelanders' concern about losing control over their natural resources (particularly fisheries). The national currency of Iceland is the Icelandic króna (ISK). Iceland is the only country in the world to have a population under two million yet still have a floating exchange rate and an independent monetary policy.A poll released on 5 March 2010 by Capacent Gallup showed that 31% of respondents were in favour of adopting the euro and 69% opposed. Another Capacent Gallup poll conducted in February 2012 found that 67.4% of Icelanders would reject EU membership in a referendum.Iceland's economy has been diversifying into manufacturing and service industries in the last decade, including software production, biotechnology, and finance; industry accounts for around a quarter of economic activity, while services comprise close to 70%. The tourism sector is expanding, especially in ecotourism and whale-watching. On average, Iceland receives around 1.1 million visitors annually, which is more than three times the native population. 1.7 million people visited Iceland in 2016, 3 times more than the number that came in 2010. Iceland's agriculture industry, accounting for 5.4% of GDP, consists mainly of potatoes, green vegetables (in greenhouses), mutton, and dairy products. The financial centre is Borgartún in Reykjavík, which hosts a large number of companies and three investment banks. Iceland's stock market, the Iceland Stock Exchange (ISE), was established in 1985.Iceland is ranked 27th in the 2012 Index of Economic Freedom, lower than in prior years but still among the freest in the world. As of 2016, it ranks 29th in the World Economic Forum's Global Competitive Index, one place lower than in 2015. According to the Global Innovation Index, Iceland is the 20th most innovative country in the world in 2022. Unlike most Western European countries, Iceland has a flat tax system: the main personal income tax rate is a flat 22.75% and combined with municipal taxes, the total tax rate equals no more than 35.7%, not including the many available deductions. The corporate tax rate is a flat 18%, one of the lowest in the world. There is also a value added tax, whereas a net wealth tax was eliminated in 2006. Employment regulations are relatively flexible and the labour market is one of the freest in the world. Property rights are strong and Iceland is one of the few countries where they are applied to fishery management. Like other welfare states, taxpayers pay various subsidies to each other, but with spending being less than in most European countries.
Despite low tax rates, agricultural assistance is the highest among OECD countries and a potential impediment to structural change. Also, health care and education spending have relatively poor returns by OECD measures, though improvements have been made in both areas. The OECD Economic Survey of Iceland 2008 highlighted Iceland's challenges in currency and macroeconomic policy. There was a currency crisis that started in the spring of 2008, and on 6 October trading in Iceland's banks was suspended as the government battled to save the economy. An assessment by the OECD 2011 determined that Iceland has made progress in many areas, particularly in creating a sustainable fiscal policy and restoring the health of the financial sector; however, challenges remain in making the fishing industry more efficient and sustainable, as well as in improving monetary policy to address inflation. Iceland's public debt has decreased since the economic crisis, and as of 2015 is the 31st-highest in the world by proportion of national GDP.
=== Economic contraction ===
Iceland was hit especially hard by the Great Recession that began in December 2007 because of the failure of its banking system and a subsequent economic crisis. Before the crash of the country's three largest banks, Glitnir, Landsbanki and Kaupthing, their combined debt exceeded approximately six times the nation's gross domestic product of €14 billion ($19 billion). In October 2008, the Icelandic parliament passed emergency legislation to minimise the impact of the financial crisis. The Financial Supervisory Authority of Iceland used permission granted by the emergency legislation to take over the domestic operations of the three largest banks. Icelandic officials, including central bank governor Davíð Oddsson, stated that the state did not intend to take over any of the banks' foreign debts or assets. Instead, new banks were established to take on the domestic operations of the banks, and the old banks were to be run into bankruptcy.
On 28 October 2008, the Icelandic government raised interest rates to 18% (as of August 2019, it was 3.5%), a move forced in part by the terms of acquiring a loan from International Monetary Fund (IMF). After the rate hike, trading on the Icelandic króna finally resumed on the open market, with a valuation at around 250 ISK per euro, less than one-third the value of the 1:70 exchange rate during most of 2008, and a significant drop from the 1:150 exchange ratio of the week before. On 20 November 2008, the Nordic countries agreed to lend Iceland $2.5 billion.On 26 January 2009, the coalition government collapsed due to public dissent over the handling of the financial crisis. A new left-wing government was formed a week later and immediately set about removing Central Bank governor Davíð Oddsson and his aides from the bank through changes in the law. Davíð was removed on 26 February 2009 in the wake of protests outside the Central Bank.Thousands of Icelanders left the country after the collapse, many of those moving to Norway. In 2005, 293 people moved from Iceland to Norway; in 2009, the figure was 1,625. In April 2010, the Icelandic Parliament's Special Investigation Commission published the findings of its investigation, revealing the extent of control fraud in this crisis. By June 2012, Landsbanki managed to repay about half of the Icesave debt.According to Bloomberg in 2014, Iceland was on the trajectory of 2% unemployment as a result of crisis-management decisions made back in 2008, including allowing the banks to fail.
=== Transport ===
Iceland has a high level of car ownership per capita, with a car for every 1.5 inhabitants; it is the main form of transport. Iceland has 13,034 km (8,099 mi) of administered roads, of which 4,617 km (2,869 mi) are paved and 8,338 km (5,181 mi) are not. A great number of roads remain unpaved, mostly little-used rural roads. The road speed limits are 30 and 50 km/h (19 and 31 mph) in towns, 80 km/h (50 mph) on gravel country roads and 90 km/h (56 mph) on hard-surfaced roads.Route 1, or the Ring Road (Icelandic: Þjóðvegur 1 or Hringvegur), was completed in 1974, and is the main road that runs around Iceland and connects all the inhabited parts of the island, with the interior of the island being uninhabited. This paved road is 1,332 km (828 mi) long with one lane in each direction, except near larger towns and cities and in the Hvalfjörður Tunnel where it has more lanes. Many bridges on it, especially in the north and east, are single lanes and made of timber or steel.
Keflavík International Airport (KEF) is the largest airport and the main aviation hub for international passenger transport. It serves several international and domestic airline companies. KEF is in the vicinity of the larger metropolitan capital areas, 49 km (30 mi) to the WSW of Reykjavík centre, and public bus services are available.Iceland has no passenger railways.
Reykjavík Airport (RKV) is the second-largest airport, located just 1.5 km from the capital centre. RKV serves general aviation traffic and has daily or regular domestic flights to 12 local townships within Iceland. RKV also serves international flights to Greenland and the Faroe Islands, business and private aeroplanes along with aviation training.
Akureyri Airport (AEY) and Egilsstaðir Airport (EGS) are two other domestic airports with limited international service capacity. There are a total of 103 registered airports and airfields in Iceland; most of them are unpaved and located in rural areas. The second-longest runway is at Geitamelur, a four-runway glider field around 100 km (62 mi) east of Reykjavík.
Several ferry services provide regular access to various outpost communities or shorten travel distances.
=== Energy ===
Renewable sources—geothermal and hydropower—provide effectively all of Iceland's electricity and around 85% of the nation's total primary energy consumption, with most of the remainder consisting of imported oil products used in transportation and in the fishing fleet. A 2000 report from the University of Iceland suggested that Iceland could potentially convert from oil to hydrogen power by 2040. Iceland's largest geothermal power plants are Hellisheiði and Nesjavellir, while Kárahnjúkar Hydropower Plant is the country's largest hydroelectric power station. When the Kárahnjúkavirkjun started operating, Iceland became the world's largest electricity producer per capita. Iceland is one of the few countries that have filling stations dispensing hydrogen fuel for cars powered by fuel cells.Despite this, Icelanders emitted 16.9 tonnes of CO2 per capita in 2016, the highest among EFTA and EU members, mainly resulting from transport and aluminium smelting. Nevertheless, in 2010, Iceland was reported by Guinness World Records as "the Greenest Country", reaching the highest score by the Environmental Sustainability Index, which measures a country's water use, biodiversity and adoption of clean energies, with a score of 93.5/100.On 22 January 2009, Iceland announced its first round of offshore licences for companies wanting to conduct hydrocarbon exploration and production in a region northeast of Iceland, known as the Dreki area. Three exploration licences were awarded but all were subsequently relinquished.
=== Education and science ===
The Ministry of Education, Science and Culture is responsible for the policies and methods that schools must use, and they issue the National Curriculum Guidelines. However, playschools, primary schools, and lower secondary schools are funded and administered by the municipalities. The government does allow citizens to home educate their children, however, under a very strict set of demands. Students must adhere closely to the government-mandated curriculum, and the parent teaching must acquire a government approved teaching certificate.
Nursery school, or leikskóli, is non-compulsory education for children younger than six years and is the first step in the education system. The current legislation concerning playschools was passed in 1994. They are also responsible for ensuring that the curriculum is suitable to make the transition into compulsory education as easy as possible.Compulsory education, or grunnskóli, comprises primary and lower secondary education, which often is conducted at the same institution. Education is mandatory by law for children aged from 6 to 16 years. The school year lasts nine months, beginning between 21 August and 1 September, and ending between 31 May and 10 June. The minimum number of school days was once 170, but after a new teachers' wage contract, it increased to 180. Lessons take place five days a week. All public schools have mandatory education in Christianity, although an exemption may be considered by the Minister of Education.Upper secondary education, or framhaldsskóli, follows lower secondary education. These schools are also known as gymnasia in English. Though not compulsory, everyone who has had a compulsory education has the right to upper secondary education. This stage of education is governed by the Upper Secondary School Act of 1996. All schools in Iceland are mixed-sex schools. The largest seat of higher education is the University of Iceland, which has its main campus in central Reykjavík. Other schools offering university-level instruction include Reykjavík University, University of Akureyri, Agricultural University of Iceland and Bifröst University.
An OECD assessment found that 64% of Icelanders aged 25–64 have earned the equivalent of a high-school degree, which is lower than the OECD average of 73%. Among 25- to 34-year-olds, only 69% have earned the equivalent of a high-school degree, significantly lower than the OECD average of 80%. Nevertheless, Iceland's education system is considered excellent: the Programme for International Student Assessment ranks it as the 16th best performing, above the OECD average. Students were particularly proficient in reading and mathematics.
According to a 2013 Eurostat report by the European Commission, Iceland spends around 3.11% of its GDP on scientific research and development (R&D), over 1 percentage point higher than the EU average of 2.03%, and has set a target of 4% to reach by 2020. Iceland was ranked 17th in the Global Innovation Index in 2021, up from 20th in 2019. A 2010 UNESCO report found that out of 72 countries that spend the most on R&D (US$100 million or more), Iceland ranked ninth by proportion of GDP, tied with Taiwan, Switzerland, and Germany and ahead of France, the United Kingdom and Canada.
== Demographics ==
The original population of Iceland was of Nordic and Gaelic origin. This is evident from literary evidence dating from the settlement period as well as from later scientific studies such as blood type and genetic analyses. One such genetic study indicated that the majority of the male settlers were of Nordic origin while the majority of the women were of Gaelic origin, meaning many settlers of Iceland were Norsemen who brought Gaelic slaves with them.Iceland has extensive genealogical records dating back to the late 17th century and fragmentary records extending back to the Age of Settlement. The biopharmaceutical company deCODE genetics has funded the creation of a genealogy database that is intended to cover all of Iceland's known inhabitants. It views the database, called Íslendingabók, as a valuable tool for conducting research on genetic diseases, given the relative isolation of Iceland's population.
The population of the island is believed to have varied from 40,000 to 60,000 in the period ranging from initial settlement until the mid-19th century. During that time, cold winters, ash fall from volcanic eruptions, and bubonic plagues adversely affected the population several times. There were 37 famine years in Iceland between 1500 and 1804. The first census was carried out in 1703 and revealed that the population was then 50,358. After the destructive volcanic eruptions of the Laki volcano during 1783–1784, the population reached a low of about 40,000. Improving living conditions have triggered a rapid increase in population since the mid-19th century—from about 60,000 in 1850 to 320,000 in 2008. Iceland has a relatively young population for a developed country, with one out of five people being 14 years old or younger. With a fertility rate of 2.1, Iceland is one of only a few European countries with a birth rate sufficient for long-term population growth (see table below).In December 2007, 33,678 people (13.5% of the total population) living in Iceland had been born abroad, including children of Icelandic parents living abroad. Around 19,000 people (6% of the population) held foreign citizenship. Polish people make up the largest minority group by a considerable margin and still form the bulk of the foreign workforce. About 8,000 Poles now live in Iceland, 1,500 of them in Fjarðabyggð where they make up 75% of the workforce who are constructing the Fjarðarál aluminium plant. Large-scale construction projects in the east of Iceland (see Kárahnjúkar Hydropower Plant) have also brought in many people whose stay is expected to be temporary. Many Polish immigrants were also considering leaving in 2008 as a result of the Icelandic financial crisis.The southwest corner of Iceland is by far the most densely populated region. It is also the location of the capital Reykjavík, the northernmost national capital in the world. More than 70 percent of Iceland's population lives in the southwest corner (Greater Reykjavík and the nearby Southern Peninsula), which covers less than two percent of Iceland's land area. The largest town outside Greater Reykjavík is Reykjanesbær, which is located on the Southern Peninsula, less than 50 km (31 mi) from the capital. The largest town outside the southwest corner is Akureyri in northern Iceland.
Some 500 Icelanders under the leadership of Erik the Red settled Greenland in the late tenth century. The total population reached a high point of perhaps 5,000, and developed independent institutions before disappearing by 1500. People from Greenland attempted to set up a settlement at Vinland in North America, but abandoned it in the face of hostility from the Indigenous residents.Emigration of Icelanders to the United States and Canada began in the 1870s. As of 2006, Canada had over 88,000 people of Icelandic descent, while there are more than 40,000 Americans of Icelandic descent, according to the 2000 US census.
=== Urbanisation ===
Iceland's 10 most populous urban areas:
=== Language ===
Iceland's official written and spoken language is Icelandic, a North Germanic language descended from Old Norse. In grammar and vocabulary, it has changed less from Old Norse than the other Nordic languages; Icelandic has preserved more verb and noun inflection, and has to a considerable extent developed new vocabulary based on native roots rather than borrowings from other languages. The puristic tendency in the development of Icelandic vocabulary is to a large degree a result of conscious language planning, in addition to centuries of isolation. Icelandic is the only living language to retain the use of the runic letter Þ in Latin script. The closest living relative of the Icelandic language is Faroese.
Icelandic Sign Language was officially recognised as a minority language in 2011. In education, its use for Iceland's deaf community is regulated by the National Curriculum Guide.
English and Danish are compulsory subjects in the school curriculum. English is widely understood and spoken, while basic to moderate knowledge of Danish is common mainly among the older generations. Polish is mostly spoken by the local Polish community (the largest minority of Iceland), and Danish is mostly spoken in a way largely comprehensible to Swedes and Norwegians—it is often referred to as skandinavíska (i.e. Scandinavian) in Iceland.Rather than using family names, as is the usual custom in most Western nations, Icelanders carry patronymic or matronymic surnames, patronyms being far more commonly practised. Patronymic last names are based on the first name of the father, while matronymic names are based on the first name of the mother. These follow the person's given name, e.g. Elísabet Jónsdóttir ("Elísabet, Jón's daughter" (Jón being the father)) or Ólafur Katrínarson ("Ólafur, Katrín's son" (Katrín being the mother)). Consequently, Icelanders refer to one another by their given name, and the Icelandic telephone directory is listed alphabetically by the first name rather than by surname. All new names must be approved by the Icelandic Naming Committee.
=== Health ===
Iceland has a universal health care system that is administered by its Ministry of Welfare (Icelandic: Velferðarráðuneytið) and paid for mostly by taxes (85%) and to a lesser extent by service fees (15%). Unlike most countries, there are no private hospitals, and private insurance is practically nonexistent.A considerable portion of the government budget is assigned to health care, and Iceland ranks 11th in health care expenditures as a percentage of GDP and 14th in spending per capita. Overall, the country's health care system is one of the best performing in the world, ranked 15th by the World Health Organization. According to an OECD report, Iceland devotes far more resources to healthcare than most industrialised nations. As of 2009, Iceland had 3.7 doctors per 1,000 people (compared with an average of 3.1 in OECD countries) and 15.3 nurses per 1,000 people (compared with an OECD average of 8.4).Icelanders are among the world's healthiest people, with 81% reporting they are in good health, according to an OECD survey. Although it is a growing problem, obesity is not as prevalent as in other developed countries. Iceland has many campaigns for health and wellbeing, including the famous television show Lazytown, starring and created by former gymnastics champion Magnus Scheving. Infant mortality is one of the lowest in the world, and the proportion of the population that smokes is lower than the OECD average. Almost all women choose to terminate pregnancies of children with Down syndrome in Iceland. The average life expectancy is 81.8 (compared to an OECD average of 79.5), the fourth-highest in the world.Iceland has a very low level of pollution, thanks to an overwhelming reliance on cleaner geothermal energy, a low population density, and a high level of environmental consciousness among citizens. According to an OECD assessment, the amount of toxic materials in the atmosphere is far lower than in any other industrialised country measured.
=== Religion ===
Icelanders have freedom of religion guaranteed under the Constitution, although the Church of Iceland, a Lutheran body, is the state church:
The Evangelical Lutheran Church shall be the State Church in Iceland and, as such, it shall be supported and protected by the State.
Approximately 80 percent of Icelanders legally affiliate with a religious denomination, a process that happens automatically at birth and from which they can choose to opt out. They also pay a church tax (sóknargjald), which the government directs to help support their registered religion, or, in the case of no religion, the University of Iceland.The Registers Iceland keeps account of the religious affiliation of every Icelandic citizen. In 2017, Icelanders were divided into religious groups as follows:
67.22% members of the Church of Iceland;
11.56% members of other Christian denomination;
11.29% other religions and not specified;
6.69% unaffiliated;
1.19% members of Germanic Heathen groups (99% of them belonging to Ásatrúarfélagið);
0.67% members of the Icelandic Ethical Humanist Association;
0.55% members of Zuist groups.On March 8, 2021, Iceland formally recognised Judaism as a religion for the first time. Iceland's Jews will have the choice to register as such and direct their taxes to their own religion. Among other benefits, the recognition will also allow Jewish marriage, baby-naming and funeral ceremonies to be civilly recognised.Iceland is a very secular country; as with other Nordic nations, church attendance is relatively low. The above statistics represent administrative membership of religious organisations, which does not necessarily reflect the belief demographics of the population. According to a study published in 2001, 23% of the inhabitants were either atheist or agnostic. A Gallup poll conducted in 2012 found that 57% of Icelanders considered themselves "religious", 31% considered themselves "non-religious", while 10% defined themselves as "convinced atheists", placing Iceland among the ten countries with the highest proportions of atheists in the world.
== Culture ==
Icelandic culture has its roots in North Germanic traditions. Icelandic literature is popular, in particular the sagas and eddas that were written during the High and Late Middle Ages. Centuries of isolation have helped to insulate the country's Nordic culture from external influence; a prominent example is the preservation of the Icelandic language, which remains the closest to Old Norse of all modern Nordic languages.In contrast to other Nordic countries, Icelanders place relatively great importance on independence and self-sufficiency; in a public opinion analysis conducted by the European Commission, over 85% of Icelanders believe independence is "very important", compared to 47% of Norwegians, 49% of Danes, and an average of 53% for the EU25. Icelanders also have a very strong work ethic, working some of the longest hours of any industrialised nation.According to a poll conducted by the OECD, 66% of Icelanders were satisfied with their lives, while 70% believed that their lives will be satisfying in the future. Similarly, 83% reported having more positive experiences in an average day than negative ones, compared to an OECD average of 72%, which makes Iceland one of the happiest countries in the OECD. A more recent 2012 survey found that around three-quarters of respondents stated they were satisfied with their lives, compared to a global average of about 53%.Iceland is liberal about LGBT rights issues. In 1996, the Icelandic parliament passed legislation to create registered partnerships for same-sex couples, conferring nearly all the rights and benefits of marriage. In 2006, parliament voted unanimously to grant same-sex couples the same rights as heterosexual couples in adoption, parenting, and assisted insemination treatment. In 2010, the Icelandic parliament amended the marriage law, making it gender-neutral and defining marriage as between two individuals, making Iceland one of the first countries in the world to legalise same-sex marriages. The law took effect on 27 June 2010. The amendment to the law also means registered partnerships for same-sex couples are now no longer possible, and marriage is their only option—identical to the existing situation for opposite-sex couples.Icelanders are known for their strong sense of community and lack of social isolation: An OECD survey found that 98% believe they know someone they could rely on in a time of need, higher than in any other industrialised country. Similarly, only 6% reported "rarely" or "never" socialising with others. This high level of social cohesion is attributed to the small size and homogeneity of the population, as well as to a long history of harsh survival in an isolated environment, which reinforced the importance of unity and cooperation.Egalitarianism is highly valued among the people of Iceland, with income inequality being among the lowest in the world. The constitution explicitly prohibits the enactment of noble privileges, titles, and ranks. Everyone is addressed by their first name. As in other Nordic countries, equality between the sexes is very high; Iceland is consistently ranked among the top three countries in the world for women to live in.
=== Literature ===
In 2011, Reykjavík was designated a UNESCO City of Literature.Iceland's best-known classical works of literature are the Icelanders' sagas, prose epics set in Iceland's age of settlement. The most famous of these include Njáls saga, about an epic blood feud, and Grænlendinga saga and Eiríks saga, describing the discovery and settlement of Greenland and Vinland (modern Newfoundland). Egils saga, Laxdæla saga, Grettis saga, Gísla saga and Gunnlaugs saga ormstungu are also notable and popular Icelanders' sagas.
A translation of the Bible was published in the 16th century. Important compositions from the 15th to the 19th century include sacred verse, most famously the Passion Hymns of Hallgrímur Pétursson, and rímur, rhyming epic poems. Originating in the 14th century, rímur were popular into the 19th century, when the development of new literary forms was provoked by the influential National-Romantic writer Jónas Hallgrímsson. In recent times, Iceland has produced many great writers, the best-known of whom is arguably Halldór Laxness, who received the Nobel Prize in Literature in 1955 (the only Icelander to win a Nobel Prize thus far). Steinn Steinarr was an influential modernist poet during the early 20th century who remains popular.
Icelanders are avid consumers of literature, with the highest number of bookstores per capita in the world. For its size, Iceland imports and translates more international literature than any other nation. Iceland also has the highest per capita publication of books and magazines, and around 10% of the population will publish a book in their lifetimes.Most books in Iceland are sold between late September to early November. This period is known as Jólabókaflóð, the Christmas Book Flood. The Flood begins with the Iceland Publisher's Association distributing Bókatíðindi, a catalogue of all new publications, free to each Icelandic home.
=== Art ===
The distinctive rendition of the Icelandic landscape by its painters can be linked to nationalism and the movement for home rule and independence, which was very active in the mid-19th century.
Contemporary Icelandic painting is typically traced to the work of Þórarinn Þorláksson, who, following formal training in art in the 1890s in Copenhagen, returned to Iceland to paint and exhibit works from 1900 to his death in 1924, almost exclusively portraying the Icelandic landscape. Several other Icelandic men and women artists studied at Royal Danish Academy of Fine Arts at that time, including Ásgrímur Jónsson, who together with Þórarinn created a distinctive portrayal of Iceland's landscape in a romantic naturalistic style. Other landscape artists quickly followed in the footsteps of Þórarinn and Ásgrímur. These included Jóhannes Kjarval and Júlíana Sveinsdóttir. Kjarval in particular is noted for the distinct techniques in the application of paint that he developed in a concerted effort to render the characteristic volcanic rock that dominates the Icelandic environment. Einar Hákonarson is an expressionistic and figurative painter who by some is considered to have brought the figure back into Icelandic painting. In the 1980s, many Icelandic artists worked with the subject of the new painting in their work.
In recent years the artistic practice has multiplied, and the Icelandic art scene has become a setting for many large-scale projects and exhibitions. The artist-run gallery space Kling og Bang, members of which later ran the studio complex and exhibition venue Klink og Bank, has been a significant part of the trend of self-organised spaces, exhibitions, and projects. The Living Art Museum, Reykjavík Municipal Art Museum, Reykjavík Art Museum, and the National Gallery of Iceland are the larger, more established institutions, curating shows and festivals.
=== Music ===
Much Icelandic music is related to Nordic music, and includes folk and pop traditions. Notable Icelandic music acts include medieval music group Voces Thules, alternative and indie rock acts such as The Sugarcubes, Sóley and Of Monsters and Men, jazz fusion band Mezzoforte, pop singers such as Hafdís Huld, Emilíana Torrini and Björk, solo ballad singers like Bubbi Morthens, and post-rock bands such as Amiina and Sigur Rós. Independent music is strong in Iceland, with bands such as múm and solo artists such as Daði Freyr.
Traditional Icelandic music is strongly religious. Hymns, both religious and secular, are a particularly well-developed form of music, due to the scarcity of musical instruments throughout much of Iceland's history. Hallgrímur Pétursson wrote many Protestant hymns in the 17th century. Icelandic music was modernised in the 19th century when Magnús Stephensen brought pipe organs, which were followed by harmoniums. Other vital traditions of Icelandic music are epic alliterative and rhyming ballads called rímur. Rímur are epic tales, usually a cappella, which can be traced back to skaldic poetry, using complex metaphors and elaborate rhyme schemes. The best-known rímur poet of the 19th century was Sigurður Breiðfjörð (1798–1846). A modern revitalisation of the tradition began in 1929 with the formation of Kvæðamannafélagið Iðunn.Among Iceland's best-known classical composers are Daníel Bjarnason and Anna S. Þorvaldsdóttir, who in 2012 received the Nordic Council Music Prize and in 2015 was chosen as the New York Philharmonic's Kravis Emerging Composer, an honour that includes a $50,000 cash prize and a commission to write a composition for the orchestra; she is the second recipient.The national anthem of Iceland is Lofsöngur, written by Matthías Jochumsson, with music by Sveinbjörn Sveinbjörnsson.
=== Media ===
Iceland's largest television stations are the state-run Sjónvarpið and the privately owned Stöð 2 and SkjárEinn. Smaller stations exist, many of them local. Radio is broadcast throughout the country, including in some parts of the interior. The main radio stations are Rás 1, Rás 2, X-ið 977, Bylgjan and FM957. The daily newspapers are Morgunblaðið and Fréttablaðið. The most popular websites are the news sites Vísir and Mbl.is.Iceland is home to LazyTown (Icelandic: Latibær), a children's educational musical comedy programme created by Magnús Scheving. It has become a very popular programme for children and adults and is shown in over 100 countries, including the Americas, the UK and Sweden. The LazyTown studios are located in Garðabær. The 2015 television crime series Trapped aired in the UK on BBC4 in February and March 2016, to critical acclaim and according to the Guardian "the unlikeliest TV hit of the year".In 1992, the Icelandic film industry achieved its greatest recognition hitherto, when Friðrik Þór Friðriksson was nominated for the Academy Award for Best Foreign Language Film for his Children of Nature. It features the story of an old man who is unable to continue running his farm. After being unwelcomed in his daughter's and father-in-law's house in town, he is put in a home for the elderly. There, he meets an old girlfriend of his youth, and they both begin a journey through the wilds of Iceland to die together. This is the only Icelandic movie to have ever been nominated for an Academy Award.Singer-songwriter Björk received international acclaim for her starring role in the Danish musical drama Dancer in the Dark, directed by Lars von Trier, in which she plays Selma Ježková, a factory worker who struggles to pay for her son's eye operation. The film premiered at the 2000 Cannes Film Festival, where she won the Best Actress Award. The movie also led Björk to nominations for Best Original Song at the 73rd Academy Awards, with the song I've Seen It All and for a Golden Globe Award for Best Actress in a Motion Picture - Drama.Guðrún S. Gísladóttir, who is Icelandic, played one of the major roles in Russian filmmaker Andrei Tarkovsky's film The Sacrifice (1986). Anita Briem, known for her performance in Showtime's The Tudors, is also Icelandic. Briem starred in the film Journey to the Center of the Earth (2008), which shot scenes in Iceland. The James Bond movie Die Another Day (2002) is set for a large part in Iceland. Christopher Nolan's film Interstellar (2014) was also filmed in Iceland for some of its scenes, as was Ridley Scott's Prometheus (2012).On 17 June 2010, the parliament passed the Icelandic Modern Media Initiative, proposing greater protection of free speech rights and the identity of journalists and whistle-blowers—the strongest journalist protection law in the world. According to a 2011 report by Freedom House, Iceland is one of the highest-ranked countries in press freedom.CCP Games, developers of the critically acclaimed EVE Online and Dust 514, are headquartered in Reykjavík. CCP Games hosts the third-most populated MMO in the world, which also has the largest total game area for an online game, according to Guinness World Records.Iceland has a highly developed internet culture, with around 95% of the population having internet access, the highest proportion in the world. Iceland ranked 12th in the World Economic Forum's 2009–2010 Network Readiness Index, which measures a country's ability to competitively exploit communications technology. The United Nations International Telecommunication Union ranks the country third in its development of information and communications technology, having moved up four places between 2008 and 2010. In February 2013 the country (ministry of the interior) was researching possible methods to protect children in regards to Internet pornography, claiming that pornography online is a threat to children as it supports child slavery and abuse. Strong voices within the community expressed concerns with this, stating that it is impossible to block access to pornography without compromising freedom of speech.
=== Cuisine ===
Much of Iceland's cuisine is based on fish, lamb, and dairy products, with little to no use of herbs or spices. Due to the island's climate, fruits and vegetables are not generally a component of traditional dishes, although the use of greenhouses has made them more common in contemporary food. Þorramatur is a selection of traditional cuisine consisting of many dishes and is usually consumed around the month of Þorri, which begins on the first Friday after 19 January. Traditional dishes also include skyr (a yogurt-like cheese), hákarl (cured shark), cured ram, singed sheep heads, and black pudding, Flatkaka (flatbread), dried fish and dark rye bread traditionally baked in the ground in geothermal areas. Puffin is considered a local delicacy that is often prepared through broiling.
Breakfast usually consists of pancakes, cereal, fruit, and coffee, while lunch may take the form of a smörgåsbord. The main meal of the day for most Icelanders is dinner, which usually involves fish or lamb as the main course. Seafood is central to most Icelandic cooking, particularly cod and haddock but also salmon, herring, and halibut. It is often prepared in a wide variety of ways, either smoked, pickled, boiled, or dried. Lamb is by far the most common meat, and it tends to be either smoke-cured (known as hangikjöt) or salt-preserved (saltkjöt). Many older dishes make use of every part of the sheep, such as slátur, which consists of offal (internal organs and entrails) minced together with blood and served in sheep stomach. Additionally, boiled or mashed potatoes, pickled cabbage, green beans, and rye bread are prevalent side dishes.Coffee is a popular beverage in Iceland, with the country being third placed by per capita consumption worldwide in 2016, and is drunk at breakfast, after meals, and with a light snack in mid-afternoon. Coca-Cola is also widely consumed, to the extent that the country is said to have one of the highest per capita consumption rates in the world.Iceland's signature alcoholic beverage is brennivín (literally "burnt [i.e., distilled] wine"), which is similar in flavouring to the akvavit variant of Scandinavian brännvin. It is a type of schnapps made from distilled potatoes and flavoured with either caraway seeds or angelica. Its potency has earned it the nickname svarti dauði ("Black Death"). Modern distilleries on Iceland produce vodka (Reyka), gin (Ísafold), moss schnapps (Fjallagrasa), and a birch-flavoured schnapps and liqueur (Foss Distillery's Birkir and Björk). Martin Miller blends Icelandic water with its England-distilled gin on the island. Strong beer was banned until 1989, so bjórlíki, a mixture of legal, low-alcohol pilsner beer and vodka, became popular. Several strong beers are now made by Icelandic breweries.
=== Sport ===
Sport is an important part of Icelandic culture, as the population is generally quite active. The main traditional sport in Iceland is Glíma, a form of wrestling thought to have originated in medieval times.
Popular sports include football, track and field, handball and basketball. Handball is often referred to as the national sport. The Icelandic national football team qualified for the 2016 UEFA European football championship for the first time. They recorded a draw against later winners Portugal in the group stage, and defeated England 2–1 in the round of 16, with goals from Ragnar Sigurðsson and Kolbeinn Sigþórsson. They then lost to hosts and later finalists France in the quarter-finals. Following up on this, Iceland made its debut at the 2018 FIFA World Cup. For both the European and the world championships, Iceland is to date the smallest nation in terms of population to qualify.
Iceland is also the smallest country to ever qualify for Eurobasket, having done so in both 2015 and 2017. However, they have not managed to win a single game in the European Basketball final stages.
Iceland has excellent conditions for skiing, fishing, snowboarding, ice climbing and rock climbing, although mountain climbing and hiking are preferred by the general public. Iceland is also a world-class destination for alpine ski touring and Telemark skiing, with the Troll Peninsula in Northern Iceland being the main centre of activity. Although the country's environment is generally ill-suited for golf, there are nevertheless many golf courses throughout the island, and Iceland has a greater percentage of the population playing golf than Scotland with over 17,000 registered golfers out of a population of approximately 300,000. Iceland hosts an annual international golf tournament known as the Arctic Open played through the night during the summer solstice at Akureyri Golf Club. Iceland has also won the second most World's Strongest Man competitions of any country with nine titles, including four by both Magnús Ver Magnússon and Jón Páll Sigmarsson and most recently Hafþór Júlíus Björnsson in 2018.
Iceland is also one of the leading countries in ocean rowing. Icelandic explorer and endurance athlete Fiann Paul holds the highest number of performance-based Guinness World Records within a single athletic discipline. As of 2020, he is the first and only person to achieve the Ocean Explorers Grand Slam (performing open-water crossings on each of the five oceans using human-powered vessels) and has claimed overall speed Guinness World Records for the fastest rowing of all four oceans (Atlantic, Indian, Pacific, and the Arctic) in a human-powered row boat. He had achieved a total of 41, including 33 performance based Guinness World Records by 2020.Swimming is popular in Iceland. Geothermally heated outdoor pools are widespread, and swimming courses are a mandatory part of the national curriculum. Horseback riding, which was historically the most prevalent form of transportation on the island, remains a common pursuit for many Icelanders.
The oldest sports association in Iceland is the Reykjavík Shooting Association, founded in 1867. Rifle shooting became very popular in the 19th century with the encouragement of politicians and nationalists who were pushing for Icelandic independence. To this day, it remains a significant pastime.Iceland has also produced many chess masters and hosted the historic World Chess Championship 1972 in Reykjavík during the height of the Cold War. As of 2008, there have been nine Icelandic chess grandmasters, a considerable number given the small size of the population. Bridge is also popular, with Iceland participating in several international tournaments. Iceland won the world bridge championship (the Bermuda Bowl) in Yokohama, Japan, in 1991 and took second place (with Sweden) in Hamilton, Bermuda, in 1950.
== See also ==
Index of Iceland-related articles
Outline of Iceland
Greenland
Vikings
== Notes ==
== References ==
=== Bibliography ===
== Further reading ==
== External links ==
Gateway to Iceland
Government Offices of Iceland
Icelandic Government Information Center & Icelandic Embassies
Visit Iceland – the official Icelandic Tourist Board
Iceland. The World Factbook. Central Intelligence Agency.
Iceland entry at Encyclopædia Britannica
Iceland at Curlie
Iceland from BBC News
Wikimedia Atlas of Iceland
Geographic data related to Iceland at OpenStreetMap
Incredible Iceland: Fire and Ice – slideshow by Life magazine
A Photographer's View of Iceland Documentary produced by Prairie Public Television
Arason Steingrimur Writings on Iceland at Dartmouth College Library
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Traditional Chinese characters
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Traditional Chinese characters are one set of standard Chinese characters used for written Chinese. Their modern shapes first appeared with the emergence of the clerical script during the Han dynasty beginning around 200 BC, and were standardized with the introduction of the regular script beginning in the 2nd century AD. They remained the standard form of printed Chinese characters or literary Chinese throughout the Sinosphere until the middle of the 20th century, when various countries that adopted Chinese characters as a writing system started to introduce their own simplified versions of Chinese scripts.Traditional Chinese characters remain in common use in Taiwan, Hong Kong and Macau, as well as in most overseas Chinese communities outside Southeast Asia; in addition, Hanja in Korean language remains virtually identical to traditional characters, which is still used to a certain extent in South Korea, despite differing standards used among these countries over some variant Chinese characters. In Taiwan, the standardization of traditional characters is stipulated through the promulgation of the Standard Form of National Characters, which is regulated by Taiwan's Ministry of Education. In contrast, simplified Chinese characters are used in mainland China, Malaysia, and Singapore in official publications.
There is a longrunning debate about traditional and simplified Chinese characters among Chinese communities. Many Chinese online newspapers allow users to switch between these character sets.
== History ==
The modern shapes of traditional Chinese characters first appeared with the emergence of the clerical script during the Han dynasty and have been more or less stable since the 5th century (during the Southern and Northern dynasties).
The retronym "traditional Chinese" is used to contrast traditional characters with "simplified Chinese characters", a standardized character set introduced in the 1950s by the government of the People's Republic of China on mainland China.
== Modern usage in Chinese-speaking areas ==
=== Mainland China ===
Although simplified characters are endorsed by the government of the People's Republic of China (PRC) and taught in schools, there is no prohibition against using traditional characters. Traditional characters are used informally, primarily in handwriting (Chinese calligraphy), but also for inscriptions and religious text. They are often retained in logos or graphics to evoke yesteryear. Nonetheless, the vast majority of media and communications in the PRC use simplified characters.
=== Hong Kong and Macau ===
In Hong Kong and Macau, traditional Chinese has been the legal written form since colonial times. In recent years, however, simplified Chinese characters are also used to accommodate mainland Chinese tourists and immigrants. The use of simplified characters has led to residents being concerned about protecting their local heritage.
=== Taiwan ===
Taiwan has never adopted simplified characters. The use of simplified characters in government documents and educational settings is discouraged by the government of Taiwan. Nevertheless, simplified characters (簡體字) might be understood by some Taiwanese people, as it could take little effort to learn them. Some writing stroke simplifications have long been in folk handwriting from the ancient time, existing as an informal variant form (俗字) of the traditional characters.
=== Philippines ===
The Chinese Filipino community continues to be one of the most conservative in Southeast Asia regarding simplification. Although major public universities teach simplified characters, many well-established Chinese schools still use traditional characters. Publications such as the Chinese Commercial News, World News, and United Daily News all use traditional characters. So do some magazines from Hong Kong, such as the Yazhou Zhoukan. On the other hand, the Philippine Chinese Daily uses simplified characters.
DVD subtitles for film or television mostly use traditional characters, that subtitling being influenced by Taiwanese usage and by both countries being within the same DVD region, 3.
=== United States ===
Having immigrated to the United States during the second half of the 19th century, well before the institution of simplified characters, Chinese Americans have long used traditional characters. Therefore, US public notices and signage in Chinese are generally in traditional Chinese.
== Nomenclature ==
Traditional Chinese characters are known by different names within the Chinese-speaking world. The government of Taiwan officially calls traditional Chinese characters standard characters or orthodox characters (traditional Chinese: 正體字; simplified Chinese: 正体字; pinyin: zhèngtǐzì; Zhuyin Fuhao: ㄓㄥˋ ㄊㄧˇ ㄗˋ). However, the same term is used outside Taiwan to distinguish standard, simplified, and traditional characters from variant and idiomatic characters.In contrast, users of traditional characters outside Taiwan—such as those in Hong Kong, Macau, and overseas Chinese communities, and also users of simplified Chinese characters—call the traditional characters complex characters (traditional Chinese: 繁體字; simplified Chinese: 繁体字; pinyin: fántǐzì; Zhuyin Fuhao: ㄈㄢˊ ㄊㄧˇ ㄗˋ), old characters (Chinese: 老字; pinyin: lǎozì; Zhuyin Fuhao: ㄌㄠˇ ㄗˋ), or full Chinese characters (traditional Chinese: 全體字; simplified Chinese: 全体字; pinyin: quántǐ zì; Zhuyin Fuhao: ㄑㄩㄢˊ ㄊㄧˇ ㄗˋ) to distinguish them from simplified Chinese characters.
Some users of traditional characters argue that traditional characters are the original form of Chinese characters and cannot be called "complex". Similarly, they argue that simplified characters cannot be called "standard" because they are not used in all Chinese-speaking regions. Conversely, supporters of simplified Chinese characters object to the description of traditional characters as "standard", since they view the new simplified characters as the contemporary standard used by the vast majority of Chinese speakers. They also point out that traditional characters are not truly traditional, as many Chinese characters have been made more elaborate over time.Some people refer to traditional characters as simply proper characters (Chinese: 正字; pinyin: zhèngzì; Zhuyin Fuhao: ㄓㄥˋㄗˋ or Chinese: 正寫; pinyin: zhèngxiě; Zhuyin Fuhao: ㄓㄥˋㄒㄧㄝˇ ) and to simplified characters as "simplified-stroke characters" (traditional Chinese: 簡筆字; simplified Chinese: 简笔字; pinyin: jiǎnbǐzì; Zhuyin Fuhao: ㄐㄧㄢˇㄅㄧˇㄗˋ) or "reduced-stroke characters" (traditional Chinese: 減筆字; simplified Chinese: 减笔字; pinyin: jiǎnbǐzì; Zhuyin Fuhao: ㄐㄧㄢˇㄅㄧˇㄗˋ) (simplified- and reduced- are actually homophones in Mandarin Chinese, both pronounced jiǎn; ㄐㄧㄢˇ ).
== Printed text ==
When printing text, people in mainland China and Singapore use the simplified system. In writing, most people use informal, sometimes personal, simplifications. In most cases, an alternative character (異體字) will be used in place of one with more strokes, such as 体 for 體. In the old days,, there were two main uses for alternative characters. First, alternative characters were used to name an important person in less formal contexts, reserving traditional characters for use in formal contexts as a sign of respect, an instance of what is called "offence-avoidance" (避諱) in Chinese. Secondly, alternative characters were used when the same characters were repeated in context to show that the repetition was intentional rather than a mistake (筆誤).
== Computer encoding and fonts ==
In the past, traditional Chinese was most often rendered using the Big5 character encoding scheme, a scheme that favors traditional Chinese. However, Unicode, which gives equal weight to both simplified and traditional Chinese characters, has become increasingly popular as a rendering method. There are various IMEs (Input Method Editors) available to input Chinese characters. There are still many Unicode characters that cannot be written using most IMEs, one example being the character used in the Shanghainese dialect instead of 嗎, which is U+20C8E 𠲎 (伐 with a 口 radical).In font filenames and descriptions, the acronym TC is used to signify the use of traditional Chinese characters to differentiate fonts that use SC for Simplified Chinese characters.
== Web pages ==
The World Wide Web Consortium recommends the use of the language tag zh-Hant as a language attribute and Content-Language value to specify web-page content in traditional Chinese.
== Usage in other languages ==
In Japanese, kyūjitai is the now-obsolete, non-simplified form of simplified (shinjitai) Jōyō kanji. These non-simplified characters are mostly congruent with the traditional characters in Chinese, save for a few minor regional graphical differences. Furthermore, characters that are not included in the Jōyō list are generally recommended to be printed in their original non-simplified forms, save for a few exceptions.
In Korean, traditional Chinese characters are identical with Hanja (now almost completely replaced by Hangul for general use in most cases, but nonetheless unchanged from Chinese except for some Korean-made Hanja).
Traditional Chinese characters are also used by non-Chinese ethnic groups, especially the Maniq people—of southern Yala Province of Thailand and northeastern Kedah state of Malaysia—for writing the Kensiu language.
== See also ==
Simplified Chinese characters
Debate on traditional and simplified Chinese characters
Chữ Nôm
Hanja
Kaishu
Kanji
Kyūjitai (旧字体 or 舊字體 – Japanese traditional characters)
Multiple association of converting Simplified Chinese to Traditional Chinese
== References ==
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Tributary
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A tributary, or affluent, is a stream or river that flows into a larger stream or main stem (or parent) river or a lake. A tributary does not flow directly into a sea or ocean. Tributaries and the main stem river drain the surrounding drainage basin of its surface water and groundwater, leading the water out into an ocean.
The Irtysh is a chief tributary of the Ob river and is also the longest tributary river in the world with a length of 4,248 km (2,640 mi).
The Madeira River is the largest tributary river by volume in the world with an average discharge of 31,200 m3/s (1.1 million cu ft/s).
A confluence, where two or more bodies of water meet, usually refers to the joining of tributaries.
The opposite to a tributary is a distributary, a river or stream that branches off from and flows away from the main stream. Distributaries are most often found in river deltas.
== Terminology ==
"Right tributary", or "right-bank tributary", and "left tributary", or "left-bank tributary", are terms stating the orientation of the tributary relative to the flow of the main stem river. These terms are defined from the perspective of looking downstream (in the direction the water current of the main stem is going).An early tributary is a tributary that joins the main stem river closer to the main river's source than its end. Similarly, a "late tributary" joins the main river much further downstream, closer to the main river's end point.
In the U.S., where tributaries sometimes have the same name as the river into which they feed, they are called forks. These are typically designated by compass direction. For example, the American River in California receives flow from its North, Middle, and South forks. The Chicago River's North Branch has the East, West, and Middle Fork; the South Branch has its South Fork, and used to have a West Fork as well (now filled in).
Forks are sometimes designated as right or left. Here, the handedness is from the point of view of an observer facing upstream. For instance, Steer Creek has a left tributary which is called Right Fork Steer Creek.
== Ordering and enumeration ==
Tributaries are sometimes listed starting with those nearest to the source of the river and ending with those nearest to the mouth of the river. The Strahler stream order examines the arrangement of tributaries in a hierarchy of first, second, third and higher orders, with the first-order tributary being typically the least in size. For example, a second-order tributary would be the result of two or more first-order tributaries combining to form the second-order tributary.Another method is to list tributaries from mouth to source, in the form of a tree structure, stored as a tree data structure.
== Gallery ==
A gallery of major river basins with tributaries
== See also ==
Estuary
== References ==
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American football
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American football (referred to simply as football in the United States and Canada), also known as gridiron, is a team sport played by two teams of eleven players on a rectangular field with goalposts at each end. The offense, the team with possession of the oval-shaped football, attempts to advance down the field by running with the ball or passing it, while the defense, the team without possession of the ball, aims to stop the offense's advance and to take control of the ball for themselves. The offense must advance at least ten yards in four downs or plays; if they fail, they turn over the football to the defense, but if they succeed, they are given a new set of four downs to continue the drive. Points are scored primarily by advancing the ball into the opposing team's end zone for a touchdown or kicking the ball through the opponent's goalposts for a field goal. The team with the most points at the end of a game wins.
American football evolved in the United States, originating from the sports of soccer and rugby. The first American football match was played on November 6, 1869, between two college teams, Rutgers and Princeton, using rules based on the rules of soccer at the time. A set of rule changes drawn up from 1880 onward by Walter Camp, the "Father of American Football", established the snap, the line of scrimmage, eleven-player teams, and the concept of downs. Later rule changes legalized the forward pass, created the neutral zone and specified the size and shape of the football. The sport is closely related to Canadian football, which evolved in parallel with and at the same time as the American game, although its rules were developed independently from those of Camp. Most of the features that distinguish American football from rugby and soccer are also present in Canadian football. The two sports are considered the primary variants of gridiron football.
American football is the most popular sport in the United States in terms of broadcast viewership audience. The most popular forms of the game are professional and college football, with the other major levels being high-school and youth football. As of 2012, nearly 1.1 million high-school athletes and 70,000 college athletes play the sport in the United States annually. The National Football League, the most popular American professional football league, has the highest average attendance of any professional sports league in the world. Its championship game, the Super Bowl, ranks among the most-watched club sporting events in the world. The league has an annual revenue of around US$15 billion, making it the most valuable sports league in the world. Other professional leagues exist worldwide, but the sport does not have the international popularity of other American sports like baseball or basketball.
== Etymology and names ==
In the United States, American football is referred to as "football". The term "football" was officially established in the rulebook for the 1876 college football season, when the sport first shifted from soccer-style rules to rugby-style rules. Although it could easily have been called "rugby" at this point, Harvard, one of the primary proponents of the rugby-style game, compromised and did not request the name of the sport be changed to "rugby". The terms "gridiron" or "American football" are favored in English-speaking countries where other types of football are popular, such as the United Kingdom, Ireland, New Zealand, and Australia.
== History ==
=== Early history ===
American football evolved from the sports of rugby and soccer. Rugby, like American football, is a sport in which two competing teams vie for control of a ball, which can be kicked through a set of goalposts or run into the opponent's goal area to score points.What is considered to be the first American football game was played on November 6, 1869, between Rutgers and Princeton, two college teams. They consisted of 25 players per team and used a round ball that could not be picked up or carried. It could, however, be kicked or batted with the feet, hands, head or sides, with the objective being to advance it into the opponent's goal. Rutgers won the game 6–4. Collegiate play continued for several years with matches played using the rules of the host school. Representatives of Yale, Columbia, Princeton and Rutgers met on October 19, 1873, to create a standard set of rules for use by all schools. Teams were set at 20 players each, and fields of 400 by 250 feet (122 m × 76 m) were specified. Harvard abstained from the conference, as they favored a rugby-style game that allowed running with the ball. After playing McGill University using both American (known as "the Boston game") for the first game and Canadian (rugby) rules for the second one, the Harvard players preferred the Canadian style of having only 11 men on the field, running the ball without having to be chased by an opponent, the forward pass, tackling, and using an oblong instead of a round ball.An 1875 Harvard–Yale game played under rugby-style rules was observed by two Princeton athletes who were impressed by it. They introduced the sport to Princeton, a feat the Professional Football Researchers Association compared to "selling refrigerators to Eskimos". Princeton, Harvard, Yale, and Columbia then agreed to intercollegiate play using a form of rugby union rules with a modified scoring system. These schools formed the Intercollegiate Football Association, although Yale did not join until 1879. Yale player Walter Camp, now regarded as the "Father of American Football", secured rule changes in 1880 that reduced the size of each team from 15 to 11 players and instituted the snap to replace the chaotic and inconsistent scrum. While the game between Rutgers and Princeton is commonly considered the first American football game, several years prior in 1862, the Oneida Football Club formed as the oldest known football club in the United States. The team consisted of graduates of Boston's elite preparatory schools and played from 1862 to 1865.
=== Evolution of the game ===
The introduction of the snap resulted in an unexpected consequence. Before the snap, the strategy had been to punt if a scrum resulted in bad field position. However, a group of Princeton players realized that as the snap was uncontested, they could now hold the ball indefinitely to prevent their opponent from scoring. In 1881, in a game between Yale and Princeton, both teams used this strategy to maintain their undefeated records. Each team held the ball, gaining no ground, for an entire half, resulting in a 0–0 tie. This "block game" proved extremely unpopular with both teams' spectators and fans.A rule change was necessary to prevent this strategy from taking hold, and a reversion to the scrum was considered. However, Camp successfully proposed a rule in 1882 that limited each team to three downs, or tackles, to advance the ball 5 yards (4.6 m). Failure to advance the ball the required distance within those three downs would result in control of the ball being forfeited to the other team. This change effectively made American football a separate sport from rugby, and the resulting five-yard lines added to the field to measure distances made it resemble a gridiron in appearance. Other major rule changes included a reduction of the field size to 110 by 53+1⁄3 yards (100.6 m × 48.8 m) and the adoption of a scoring system that awarded four points for a touchdown, two for a safety and a goal following a touchdown, and five for a goal from the field. Additionally, tackling below the waist was legalized, and a static line of scrimmage was instituted.Despite these new rules, football remained a violent sport. Dangerous mass-formations like the flying wedge resulted in serious injuries and deaths. A 1905 peak of 19 fatalities nationwide resulted in a threat by President Theodore Roosevelt to abolish the game unless major changes were made. In response, 62 colleges and universities met in New York City to discuss rule changes on December 28, 1905. These proceedings resulted in the formation of the Intercollegiate Athletic Association of the United States, later renamed the National Collegiate Athletic Association (NCAA).The legal forward pass was introduced in 1906, although its effect was initially minimal due to the restrictions placed on its use. The idea of a 40-yard-wider field was opposed by Harvard due to the size of the new Harvard Stadium. Other rule changes introduced that year included the reduction of playing time from 70 to 60 minutes and an increase of the distance required for a first down from 5 to 10 yards (4.6 to 9.1 m). To reduce infighting and dirty play between teams, the neutral zone was created along the width of the football before the snap. Scoring was also adjusted: points awarded for field goals were reduced to three in 1909 and points for touchdowns were raised to six in 1912. Also in 1912, the field was shortened to 100 yards (91 m) long, two 10-yard-long (9.1 m) end zones were created, and teams were given four downs instead of three to advance the ball 10 yards (9.1 m). The roughing the passer penalty was implemented in 1914, and eligible players were first allowed to catch the ball anywhere on the field in 1918.
=== Professional era ===
On November 12, 1892, Pudge Heffelfinger was paid $500 (equivalent to $16,285 in 2022) to play a game for the Allegheny Athletic Association in a match against the Pittsburgh Athletic Club. This is the first recorded instance of a player being paid to participate in a game of American football, although many athletic clubs in the 1880s offered indirect benefits, such as helping players attain employment, giving out trophies or watches that players could pawn for money, or paying double in expense money. Despite these extra benefits, the game had a strict sense of amateurism at the time, and direct payment to players was frowned upon, if not prohibited outright.Over time, professional play became increasingly common, and with it came rising salaries and unpredictable player movement, as well as the illegal payment of college players who were still in school. The National Football League (NFL), a group of professional teams that was originally established in 1920 as the American Professional Football Association, aimed to solve these problems. This new league's stated goals included an end to bidding wars over players, prevention of the use of college players, and abolition of the practice of paying players to leave another team. By 1922, the NFL had established itself as America's premier professional football league.The dominant form of football at the time was played at the collegiate level. The upstart NFL received a boost to its legitimacy in 1925, however, when an NFL team, the Pottsville Maroons, defeated a team of Notre Dame all-stars in an exhibition game. A greater emphasis on the passing game helped professional football to distinguish itself further from the college game during the late 1930s. Football, in general, became increasingly popular following the 1958 NFL Championship game, a match between the Baltimore Colts and the New York Giants that is still referred to as the "Greatest Game Ever Played". The game, a 23–17 overtime victory by the Colts, was seen by millions of television viewers and had a major influence on the popularity of the sport. This, along with the innovations introduced by the new American Football League (AFL) in the early 1960s, helped football to become the most popular sport in the United States by the mid-1960s.The rival AFL arose in 1960 and challenged the NFL's dominance. The AFL began in relative obscurity but eventually thrived, with an initial television contract with the ABC television network. The AFL's existence forced the conservative NFL to expand to Dallas and Minnesota in an attempt to destroy the new league. Meanwhile, the AFL introduced many new features to professional football in the United States: official time was kept on a scoreboard clock rather than on a watch in the referee's pocket, as the NFL did; optional two-point conversions by pass or run after touchdowns; names on the jerseys of players; and several others, including expansion of the role of minority players, actively recruited by the league in contrast to the NFL. The AFL also signed several star college players who had also been drafted by NFL teams. Competition for players heated up in 1965, when the AFL New York Jets signed rookie Joe Namath to a then-record $437,000 contract (equivalent to $2.91 million in 2021). A five-year, $40 million NBC television contract followed, which helped to sustain the young league. The bidding war for players ended in 1966 when NFL owners approached the AFL regarding a merger, and the two leagues agreed on one that took full effect in 1970. This agreement provided for a common draft that would take place each year, and it instituted an annual World Championship game to be played between the champions of each league. This championship game began play at the end of the 1966 season. Once the merger was completed, it was no longer a championship game between two leagues and reverted to the NFL championship game, which came to be known as the Super Bowl.College football maintained a tradition of postseason bowl games. Each bowl game was associated with a particular conference and earning a spot in a bowl game was the reward for winning a conference. This arrangement was profitable, but it tended to prevent the two top-ranked teams from meeting in a true national championship game, as they would normally be committed to the bowl games of their respective conferences. Several systems have been used since 1992 to determine a national champion of college football. The first was the Bowl Coalition, in place from 1992 to 1994. This was replaced in 1995 by the Bowl Alliance, which gave way in 1997 to the Bowl Championship Series (BCS). The BCS arrangement proved to be controversial, and was replaced in 2014 by the College Football Playoff (CFP).
== Teams and positions ==
A football game is played between two teams of 11 players each. Playing with more on the field is punishable by a penalty. Teams may substitute any number of their players between downs; this "platoon" system replaced the original system, which featured limited substitution rules, and has resulted in teams utilizing specialized offensive, defensive and special teams units.Individual players in a football game must be designated with a uniform number between 1 and 99. NFL teams are required to number their players by a league-approved numbering system, and any exceptions must be approved by the commissioner. NCAA and NFHS teams are "strongly advised" to number their offensive players according to a league-suggested numbering scheme.Although the sport is played almost exclusively by men, women are eligible to play in high school, college, and professional football. No woman has ever played in the NFL, but women have played in high school and college football games. In 2018, 1,100 of the 225,000 players in Pop Warner Little Scholars youth football were girls, and around 11% of the 5.5 million Americans who report playing tackle football are female according to the Sports and Fitness Industry Association. Women can also serve as officials; Sarah Thomas became the NFL's first female official in 2015.
=== Offensive unit ===
The role of the offensive unit is to advance the football down the field with the ultimate goal of scoring a touchdown.The offensive team must line up in a legal formation before they can snap the ball. An offensive formation is considered illegal if there are more than four players in the backfield or fewer than five players numbered 50–79 on the offensive line. Players can line up temporarily in a position whose eligibility is different from what their number permits as long as they report the change immediately to the referee, who then informs the defensive team of the change. Neither team's players, except the center (C), are allowed to line up in or cross the neutral zone until the ball is snapped. Interior offensive linemen are not allowed to move until the snap of the ball.The main backfield positions are the quarterback (QB), halfback/tailback (HB/TB) and fullback (FB). The quarterback is the leader of the offense. Either the quarterback or a coach calls the plays. Quarterbacks typically inform the rest of the offense of the play in the huddle before the team lines up. The quarterback lines up behind the center to take the snap and then hands the ball off, throws it or runs with it.The primary role of the halfback, also known as the running back or tailback, is to carry the ball on running plays. Halfbacks may also serve as receivers. Fullbacks tend to be larger than halfbacks and function primarily as blockers, but they are sometimes used as runners in short-yardage situations and are seldom used in passing situations.The offensive line (OL) consists of several players whose primary function is to block members of the defensive line from tackling the ball carrier on running plays or sacking the quarterback on passing plays. The leader of the offensive line is the center, who is responsible for snapping the ball to the quarterback, blocking, and for making sure that the other linemen do their jobs during the play. On either side of the center are the guards (G), while tackles (T) line up outside the guards.
The principal receivers are the wide receivers (WR) and the tight ends (TE). Wide receivers line up on or near the line of scrimmage, split outside the line. The main goal of the wide receiver is to catch passes thrown by the quarterback, but they may also function as decoys or as blockers during running plays. Tight ends line up outside the tackles and function both as receivers and as blockers.
=== Defensive unit ===
The role of the defense is to prevent the offense from scoring by tackling the ball carrier or by forcing turnovers (interceptions or fumbles).The defensive line (DL) consists of defensive ends (DE) and defensive tackles (DT). Defensive ends line up on the ends of the line, while defensive tackles line up inside, between the defensive ends. The primary responsibilities of defensive ends and defensive tackles are to stop running plays on the outside and inside, respectively, to pressure the quarterback on passing plays, and to occupy the line so that the linebackers can break through.Linebackers line up behind the defensive line but in front of the defensive backfield. They are divided into two types: middle linebackers (MLB) and outside linebackers (OLB). Linebackers are the defensive leaders and call the defensive plays. Their diverse roles include defending the run, pressuring the quarterback, and guarding backs, wide receivers and tight ends in the passing game.The defensive backfield, often called the secondary, consists of cornerbacks (CB) and safeties (S). Safeties are themselves divided into free safeties (FS) and strong safeties (SS). Cornerbacks line up outside the defensive formation, typically opposite a receiver to be able to cover them. Safeties line up between the cornerbacks but farther back in the secondary. Safeties are the last line of defense and are responsible for stopping deep passing plays as well as running plays.
=== Special teams unit ===
The special teams unit is responsible for all kicking plays. The special teams unit of the team in control of the ball tries to execute field goal (FG) attempts, punts and kickoffs, while the opposing team's unit will aim to block or return them.Three positions are specific to the field goal and PAT (point-after-touchdown) unit: the placekicker (K or PK), holder (H) and long snapper (LS). The long snapper's job is to snap the football to the holder, who will catch and position it for the placekicker. There is not usually a holder on kickoffs, because the ball is kicked off a tee; however, a holder may be used in certain situations, such as if wind is preventing the ball from remaining upright on the tee. The player on the receiving team who catches the ball is known as the kickoff returner (KR).The positions specific to punt plays are the punter (P), long snapper, upback and gunner. The long snapper snaps the football directly to the punter, who then drops and kicks it before it hits the ground. Gunners line up split outside the line and race down the field, aiming to tackle the punt returner (PR)—the player who catches the punt. Upbacks line up a short distance behind the line of scrimmage, providing additional protection to the punter.
== Rules ==
=== Scoring ===
In football, the winner is the team that has scored more points at the end of the game. There are multiple ways to score in a football game. The touchdown (TD), worth six points, is the most valuable scoring play in American football. A touchdown is scored when a live ball is advanced into, caught in, or recovered in the opposing team's end zone. The scoring team then attempts a try or conversion, more commonly known as the point(s)-after-touchdown (PAT), which is a single scoring opportunity. A PAT is most commonly attempted from the two- or three-yard line, depending on the level of play. If a PAT is scored by a place kick or drop kick through the goal posts, it is worth one point, typically called the extra point. If it is scored by what would normally be a touchdown it is worth two points, typically called the two-point conversion. In general, the extra point is almost always successful, while the two-point conversion is a much riskier play with a higher probability of failure; accordingly, extra point attempts are far more common than two-point conversion attempts.A field goal (FG), worth three points, is scored when the ball is place kicked or drop kicked through the uprights and over the crossbars of the defense's goalposts. After a PAT attempt or successful field goal, the scoring team must kick the ball off to the other team.A safety is scored when the ball carrier is tackled in his own end zone. Safeties are worth two points, which are awarded to the defense. In addition, the team that conceded the safety must kick the ball to the scoring team via a free kick.
=== Field and equipment ===
Football games are played on a rectangular field that measures 120 yards (110 m) long and 53+1⁄3 yards (48.8 m) wide. Lines marked along the ends and sides of the field are known as the end lines and sidelines. Goal lines are marked 10 yards (9.1 m) inward from each end line.Weighted pylons are placed the sidelines on the inside corner of the intersections with the goal lines and end lines. White markings on the field identify the distance from the end zone. Inbound lines, or hash marks, are short parallel lines that mark off 1-yard (0.91 m) increments. Yard lines, which can run the width of the field, are marked every 5 yards (4.6 m). A one-yard-wide line is placed at each end of the field; this line is marked at the center of the two-yard line in professional play and at the three-yard line in college play. Numerals that display the distance from the closest goal line in yards are placed on both sides of the field every ten yards.Goalposts are located at the center of the plane of the two end lines. The crossbar of these posts is 10 feet (3.0 m) above the ground, with vertical uprights at the end of the crossbar 18 feet 6 inches (5.64 m) apart for professional and collegiate play, and 23 feet 4 inches (7.11 m) apart for high school play. The uprights extend vertically 35 feet (11 m) on professional fields, a minimum of 10 yards (9.1 m) on college fields, and a minimum of 10 feet (3.0 m) on high school fields. Goal posts are padded at the base, and orange ribbons are normally placed at the tip of each upright as indicators of wind strength and direction.The football itself is an oval ball, similar to the balls used in rugby or Australian rules football. At all levels of play, the football is inflated to 12+1⁄2 to 13+1⁄2 pounds per square inch (86 to 93 kPa) and weighs 14 to 15 ounces (400 to 430 g); beyond that, the exact dimensions vary slightly. In professional play the ball has a long axis of 11 to 11+1⁄4 inches (28 to 29 cm), a long circumference of 28 to 28+1⁄2 inches (71 to 72 cm), and a short circumference of 21 to 21+1⁄4 inches (53 to 54 cm). In college and high school play the ball has a long axis of 10+7⁄8 to 11+7⁄16 inches (27.6 to 29.1 cm), a long circumference of 27+3⁄4 to 28+1⁄2 inches (70 to 72 cm), and a short circumference of 20+3⁄4 to 21+1⁄4 inches (53 to 54 cm).
=== Duration and time stoppages ===
Football games last for a total of 60 minutes in professional and college play and are divided into two halves of 30 minutes and four quarters of 15 minutes. High school football games are 48 minutes in length with two halves of 24 minutes and four quarters of 12 minutes. The two halves are separated by a halftime period, and the first and third quarters are followed by a short break. Before the game starts, the referee and each team's captain meet at midfield for a coin toss. The visiting team can call either "heads" or "tails"; the winner of the toss chooses whether to receive or kick off the ball or which goal they wish to defend. They can defer their choice until the second half. Unless the winning team decides to defer, the losing team chooses the option the winning team did not select—to receive, kick, or select a goal to defend to begin the second half. Most teams choose to receive or defer, because choosing to kick the ball to start the game allows the other team to choose which goal to defend. Teams switch goals following the first and third quarters. If a down is in progress when a quarter ends, play continues until the down is completed.Games last longer than their defined length due to play stoppages—the average NFL game lasts slightly over three hours. Time in a football game is measured by the game clock. An operator is responsible for starting, stopping and operating the game clock based on the direction of the appropriate official. A separate play clock is used to show the amount of time within which the offense must initiate a play. The play clock is set to 25 seconds after certain administrative stoppages in play and to 40 seconds when play is proceeding without such stoppages. If the offense fails to start a play before the play clock reads "00", a delay of game foul is called on the offense.
=== Advancing the ball and downs ===
There are two main ways the offense can advance the ball: running and passing. In a typical play, the center passes the ball backwards and between their legs to the quarterback in a process known as the snap. The quarterback then either hands the ball off to a running back, throws the ball, or runs with it. The play ends when the player with the ball is tackled or goes out-of-bounds or a pass hits the ground without a player having caught it. A forward pass can be legally attempted only if the passer is behind the line of scrimmage; only one forward pass can be attempted per down. As in rugby, players can also pass the ball backwards at any point during a play. In the NFL, a down also ends immediately if the runner's helmet comes off.The offense is given a series of four plays, known as downs. If the offense advances ten or more yards in the four downs, they are awarded a new set of four downs. If they fail to advance ten yards, possession of the football is turned over to the defense. In most situations, if the offense reaches their fourth down they will punt the ball to the other team, which forces them to begin their drive from farther down the field; if they are in field goal range, they might attempt to score a field goal instead. A group of officials, the chain crew, keeps track of both the downs and the distance measurements. On television, a yellow line is electronically superimposed on the field to show the first down line to the viewing audience.
=== Kicking ===
There are two categories of kicks in football: scrimmage kicks, which can be executed by the offensive team on any down from behind or on the line of scrimmage, and free kicks. The free kicks are the kickoff, which starts the first and third quarters and overtime and follows a try attempt or a successful field goal; the safety kick follows a safety.On a kickoff, the ball is placed at the 35-yard line of the kicking team in professional and college play and at the 40-yard line in high school play. The ball may be drop kicked or place kicked. If a place kick is chosen, the ball can be placed on the ground or a tee; a holder may be used in either case. On a safety kick, the kicking team kicks the ball from their own 20-yard line. They can punt, drop kick or place kick the ball, but a tee may not be used in professional play. Any member of the receiving team may catch or advance the ball. The ball may be recovered by the kicking team once it has gone at least ten yards and has touched the ground or has been touched by any member of the receiving team.The three types of scrimmage kicks are place kicks, drop kicks, and punts. Only place kicks and drop kicks can score points. The place kick is the standard method used to score points, because the pointy shape of the football makes it difficult to reliably drop kick. Once the ball has been kicked from a scrimmage kick, it can be advanced by the kicking team only if it is caught or recovered behind the line of scrimmage. If it is touched or recovered by the kicking team beyond this line, it becomes dead at the spot where it was touched. The kicking team is prohibited from interfering with the receiver's opportunity to catch the ball. The receiving team has the option of signaling for a fair catch, which prohibits the defense from blocking into or tackling the receiver. The play ends as soon as the ball is caught and the ball may not be advanced.
=== Officials and fouls ===
Officials are responsible for enforcing game rules and monitoring the clock. All officials carry a whistle and wear black-and-white striped shirts and black hats except for the referee, whose hat is white. Each carries a weighted yellow flag that is thrown to the ground to signal that a foul has been called. An official who spots multiple fouls will throw their hat as a secondary signal. The seven officials (of a standard seven-man crew; lower levels of play up to the college level use fewer officials) on the field are each tasked with a different set of responsibilities:
The referee is positioned behind and to the side of the offensive backs. The referee is charged with oversight and control of the game and is the authority on the score, the down number, and any rule interpretations in discussions among the other officials. The referee announces all penalties and discusses the infraction with the offending team's captain, monitors for illegal hits against the quarterback, makes requests for first-down measurements, and notifies the head coach whenever a player is ejected. The referee positions themselves to the passing arm side of the quarterback. In most games, the referee is responsible for spotting the football prior to a play from scrimmage.
The umpire is positioned in the defensive backfield, except in the NFL, where the umpire is positioned lateral to the referee on the opposite side of the formation. The umpire watches play along the line of scrimmage to make sure that no more than 11 offensive players are on the field before the snap and that no offensive linemen are illegally downfield on pass plays. The umpire monitors contact between offensive and defensive linemen and calls most of the holding penalties. The umpire records the number of timeouts taken and the winner of the coin toss and the game score, assists the referee in situations involving possession of the ball close to the line of scrimmage, determines whether player equipment is legal, and dries wet balls prior to the snap if a game is played in rain.
The back judge is positioned deep in the defensive backfield, behind the umpire. The back judge ensures that the defensive team has no more than 11 players on the field and determines whether catches are legal, whether field goal or extra point attempts are good, and whether a pass interference violation occurred. The back judge is also responsible for the play clock, the time between each play, when a visible play clock is not used.
The head linesman/down judge is positioned on one end of the line of scrimmage. The head linesman/down judge watches for any line-of-scrimmage and illegal use-of-hands violations and assists the line judge with illegal shift or illegal motion calls. The head linesman/down judge also rules on out-of-bounds calls that happen on their side of the field, oversees the chain crew and marks the forward progress of a runner when a play has been whistled dead.
The side judge is positioned twenty yards downfield of the head linesman. The side judge mainly duplicates the functions of the field judge. On field goal and extra point attempts, the side judge is positioned lateral to the umpire.
The line judge is positioned on the end of the line of scrimmage, opposite the head linesman. They supervise player substitutions, the line of scrimmage during punts, and game timing. The line judge notifies the referee when time has expired at the end of a quarter and notifies the head coach of the home team when five minutes remain for halftime. In the NFL, the line judge also alerts the referee when two minutes remain in the half. If the clock malfunctions or becomes inoperable, the line judge becomes the official timekeeper.
The field judge is positioned twenty yards downfield from the line judge. The field judge monitors and controls the play clock, counts the number of defensive players on the field and watches for offensive pass interference and illegal use-of-hands violations by offensive players. The field judge also makes decisions regarding catches, recoveries, the ball spot when a player goes out of bounds, and illegal touching of fumbled balls that have crossed the line of scrimmage. On field goal and extra point attempts, the field judge is stationed under the upright opposite the back judge.
The center judge is an eighth official used only in the top level of college football. The center judge stands lateral to the referee, the same way the umpire does in the NFL. The center judge is responsible for spotting the football after each play and has many of the same responsibilities as the referee, except announcing penalties.Another set of officials, the chain crew, are responsible for moving the chains. The chains, consisting of two large sticks with a 10-yard-long chain between them, are used to measure for a first down. The chain crew stays on the sidelines during the game, but if requested by the officials they will briefly bring the chains on to the field to measure. A typical chain crew will have at least three people—two members of the chain crew will hold either of the two sticks, while a third will hold the down marker. The down marker, a large stick with a dial on it, is flipped after each play to indicate the current down and is typically moved to the approximate spot of the ball. The chain crew system has been used for over 100 years and is considered to be an accurate measure of distance, rarely subject to criticism from either side.
== Safety and brain health ==
Football is a full-contact sport, and injuries are relatively common. Most injuries occur during training sessions, particularly ones that involve contact between players. To try to prevent injuries, players are required to wear a set of equipment. At a minimum players must wear a football helmet and a set of shoulder pads, but individual leagues may require additional padding such as thigh pads and guards, knee pads, chest protectors, and mouthguards. Most injuries occur in the lower extremities, particularly in the knee, but a significant number also affect the upper extremities. The most common types of injuries are strains, sprains, bruises, fractures, dislocations, and concussions.Repeated concussions (and possibly sub-concussive head impacts) can increase a person's risk in later life for CTE (chronic traumatic encephalopathy) and mental health issues such as dementia, Parkinson's disease, and depression. Concussions are often caused by helmet-to-helmet or upper-body contact between opposing players, although helmets have prevented more serious injuries such as skull fractures. Various programs are aiming to reduce concussions by reducing the frequency of helmet-to-helmet hits; USA Football's "Heads Up Football" program aims to reduce concussions in youth football by teaching coaches and players about the signs of a concussion, the proper way to wear football equipment and ensure it fits, and proper tackling methods that avoid helmet-to-helmet contact. However, a study in the Orthopaedic Journal of Sports Medicine found that Heads Up Football was ineffective; the same study noted that more extensive reforms implemented by Pop Warner Little Scholars and its member teams were effective in significantly reducing concussion rates.A 2018 study performed by the VA Boston Healthcare System and the Boston University School of Medicine found that tackle football before age 12 was correlated with earlier onset of symptoms of CTE, but not with symptom severity. More specifically, each year a player played tackle football under age 12 predicted earlier onset of cognitive, behavioral, and mood problems by an average of two and a half years.
== Leagues and tournaments ==
The National Football League (NFL) and the National Collegiate Athletic Association (NCAA) are the most popular football leagues in the United States. The National Football League was founded in 1920 and has since become the largest and most popular sport in the United States. The NFL has the highest average attendance of any sporting league in the world, with an average attendance of 66,960 during the 2011 NFL season. The NFL championship game is called the Super Bowl, and is among the biggest events in club sports worldwide. It is played between the champions of the National Football Conference (NFC) and the American Football Conference (AFC), and its winner is awarded the Vince Lombardi Trophy.College football is the third-most popular sport in the United States, behind professional baseball and professional football. The NCAA, the largest collegiate organization, is divided into three Divisions: Division I, Division II and Division III. Division I football is further divided into two subdivisions: the Football Bowl Subdivision (FBS) and the Football Championship Subdivision (FCS). The champions of each level of play are determined through NCAA-sanctioned playoff systems; while the champion of Division I-FBS was historically determined by various polls and ranking systems, the subdivision adopted a four-team playoff system in 2014.High school football is the most popular sport in the United States played by boys; over 1.1 million boys participated in the sport from 2007 to 2008 according to a survey by the National Federation of State High School Associations (NFHS). There is a stark contrast in youth football participation between boys and girls. Only one youth football league exists in the United States for girls, the GFL. The NFHS is the largest organization for high school football, with member associations in all 50 states as well as the District of Columbia. USA Football is the governing body for youth and amateur football, and Pop Warner Little Scholars is the largest organization for youth football.
=== Other professional leagues ===
Several professional football leagues have been formed outside the auspices of the NFL.
==== Rival leagues ====
The most successful league to directly compete with the NFL was the American Football League (AFL), which existed from 1960 to 1969. The AFL became a significant rival in 1964 before signing a five-year, US$36 million television deal with NBC. AFL teams began signing NFL players to contracts, and the league's popularity grew to challenge that of the NFL. The two leagues merged in the 1970 season, and all the AFL teams joined the NFL. An earlier league, the All-America Football Conference (AAFC), was in play from 1946 to 1949. After it had dissolved, two AAFC teams, the Cleveland Browns and the San Francisco 49ers, became members of the NFL; another member, the Baltimore Colts joined the league, but folded after just a year in the NFL.Other attempts to start rival leagues since the AFL merged with the NFL in 1970 have been far less successful, as professional football salaries and the NFL's television contracts began to escalate out of the reach of competitors and the NFL covered more of the larger cities. The World Football League (WFL) played for two seasons, in 1974 and 1975, but faced such severe monetary issues it could not pay its players. In its second and final season the WFL attempted to establish a stable credit rating, but the league disbanded before the season could be completed. The United States Football League (USFL) operated for three seasons from 1983 to 1985. Originally not intended as a rival league, the entry of owners who sought marquee talent and to challenge the NFL led to an escalation in salaries and ensuing financial losses. A subsequent US$1.5 billion antitrust lawsuit against the NFL was successful in court, but the league was awarded only $1 in damages, which was automatically tripled to $3 under antitrust law.
==== Complementary national leagues ====
The original XFL was created in 2001 by Vince McMahon and lasted for only one season. Despite television contracts with NBC and UPN, and high expectations, the XFL suffered from low quality of play and poor reception for its use of tawdry professional wrestling gimmicks, which caused initially high ratings and attendance to collapse. The XFL was rebooted in 2020. However, after only five weeks of play, the league's operations slowly came to a close due to the ongoing COVID-19 pandemic, and filed for bankruptcy on April 13. The United Football League (UFL) began in 2009 but folded after suspending its 2012 season amid declining interest and lack of major television coverage. The Alliance of American Football lasted less than one season, unable to keep investors.
=== International play ===
American football leagues exist throughout the world, but the game has yet to achieve the international success and popularity of baseball and basketball. It is not an Olympic sport, but it was a demonstration sport at the 1932 Summer Olympics. At the international level, Canada, Mexico, and Japan are considered to be second-tier, while Austria, Germany, and France would rank among a third tier. These countries rank far below the United States, which is dominant at the international level.NFL Europa, the developmental league of the NFL, operated from 1991 to 1992 and then from 1995 to 2007. At the time of its closure, NFL Europa had five teams based in Germany and one in the Netherlands. In Germany, the German Football League (GFL) has 16 teams and has operated for over 40 seasons, with the league's championship game, the German Bowl, closing out each season. The league operates in a promotion and relegation structure with German Football League 2 (GFL2), which also has 16 teams. The BIG6 European Football League functions as a continental championship for Europe. The competition is contested between the top six European teams.The United Kingdom also operated several teams within NFL Europe during the League's tenure. The resulting rise in popularity of the sport brought the NFL back to the country in 2007 where they now hold the NFL International Series in London, currently consisting of four regular season games. The continuing interest and growth in both the sport and the series has led to the possible formation of a potential NFL franchise in LondonAn American football league system already exists within the UK, the BAFANL, which has run under various guises since 1983. It currently has 70 teams operating across the tiers of contact football in which teams aim to earn promotion to the Division above, with the Premier Division teams competing to win the Britbowl, the annual British Football Bowl game that has been played since 1985. In 2007 the British Universities American Football League was formed. From 2008, the BUAFL was officially associated with the National Football League (NFL), through its partner organization NFL UK. In 2012, BUAFL's league and teams were absorbed into BUCS after American football became an official BUCS sport. Over the period 2007 to 2014, the BUAFL grew from 42 teams and 2,460 participants to 75 teams and over 4,100 people involved.American football federations are present in Africa, the Americas, Asia, Europe and Oceania; a total of 64 national football federations exist as of July 2012. The International Federation of American Football (IFAF), an international governing body composed of continental federations, runs tournaments such as the IFAF World Championship, the IFAF Women's World Championship, the IFAF U-19 World Championship and the Flag Football World Championship. The IFAF also organizes the annual International Bowl game. The IFAF has received provisional recognition from the International Olympic Committee (IOC). Several major obstacles hinder the IFAF goal of achieving status as an Olympic sport. These include the predominant participation of men in international play and the short three-week Olympic schedule. Large team sizes are an additional difficulty, due to the Olympics' set limit of 10,500 athletes and coaches. American football also has an issue with a lack of global visibility. Nigel Melville, the CEO of USA Rugby, noted that "American football is recognized globally as a sport, but it's not played globally." To solve these concerns, major effort has been put into promoting flag football, a modified version of American football, at the international level.
== Popularity and cultural influence ==
=== United States ===
"Baseball is still called the national pastime, but football is by far the more popular sport in American society", according to ESPN.com's Sean McAdam. In a 2014 poll conducted by Harris Interactive, professional football ranked as the most popular sport, and college football ranked third behind only professional football and baseball; 46% of participants ranked some form of the game as their favorite sport. Professional football has ranked as the most popular sport in the poll since 1985, when it surpassed baseball for the first time. Professional football is most popular among those who live in the eastern United States and rural areas, while college football is most popular in the southern United States and among people with graduate and post-graduate degrees. Football is also the most-played sport by high school and college athletes in the United States. In a 2012 study, the NCAA estimated there were around 1.1 million high school football players and nearly 70,000 college football players in the United States; in comparison, the second-most played sport, basketball, had around 1 million participants in high school and 34,000 in college. The Super Bowl is the most popular single-day sporting event in the United States, and is among the biggest club sporting events in the world in terms of TV viewership. The NFL makes approximately $10 billion annually. Super Bowl games account for seven of the top eight most-watched broadcasts in American history; Super Bowl XLIX, played on February 1, 2015, was watched by a record 114.4 million Americans.American football also plays a significant role in American culture. The day on which the Super Bowl is held is considered a de facto national holiday, and in parts of the country like Texas, the sport has been compared to a religion. Football is also linked to other holidays; New Year's Day is traditionally the date for several college football bowl games, including the Rose Bowl. However, if New Year's Day is on a Sunday, the bowl games are moved to another date so as not to conflict with the typical NFL Sunday schedule. Thanksgiving football is an American tradition, hosting many high school, college, and professional games. Steve Deace of USA Today wrote that Americans are passionate about football "because it embodies everything we love about American exceptionalism. Merit is rewarded, not punished. Masculinity is celebrated, not feminized. People of various beliefs and backgrounds – a melting pot, if you will – must unify for a common goal for the team to be successful". Implicit rules such as playing through pain and sacrificing for the better of the team are promoted in football culture.The safety of the sport has also sparked national controversy in American popular culture. The 2015 film Concussion aimed to shed light on the sport's safety, specifically in the NFL by having Will Smith portray Dr. Bennet Omalu, a neuropathologist who was the first to discover and publish findings of chronic traumatic encephalopathy or CTE.
=== Other countries ===
In Canada, the game has a significant following. According to a 2013 poll, 21% of respondents said they followed the NFL "very closely" or "fairly closely", making it the third-most followed league behind the National Hockey League (NHL) and Canadian Football League (CFL). American football also has a long history in Mexico, which was introduced to the sport in 1896. It was the second-most popular sport in Mexico in the 1950s, with the game being particularly popular in colleges. The Los Angeles Times notes the NFL claims over 16 million fans in Mexico, which places the country third behind the U.S. and Canada. American football is played in Mexico both professionally and as part of the college sports system. A professional league, the Liga de Fútbol Americano Profesional (LFA), was founded in 2016.Japan was introduced to the sport in 1934 by Paul Rusch, a teacher and Christian missionary who helped to establish football teams at three universities in Tokyo. Play was halted during World War II, but the sport began growing in popularity again after the war. As of 2010, there are more than 400 high school football teams in Japan, with over 15,000 participants, and over 100 teams play in the Kantoh Collegiate Football Association (KCFA). The college champion plays the champion of the X-League (a semi-professional league in which teams are financed by corporations) in the Rice Bowl to determine Japan's national champion.Europe is a major target for the expansion of the game by football organizers. In the United Kingdom in the 1980s, the sport was popular, with the 1986 Super Bowl being watched by over four million people (about 1 out of every 14 Britons). Its popularity faded during the 1990s, coinciding with the establishment of the Premier League—top level of the English football league system. According to BBC America, there is a "social stigma" surrounding American football in the UK, with many Brits feeling the sport has no right to call itself "football" due to the lack of emphasis on kicking. Nonetheless, the sport has retained a following in the United Kingdom; the NFL operates a media network in the country, and since 2007 has hosted the NFL International Series in London. Super Bowl viewership has also rebounded, with over 4.4 million Britons watching Super Bowl XLVI. The sport is played in European countries like Switzerland, which has American football clubs in every major city, and Germany, where the sport has around 45,000 registered amateur players.In Brazil, football is a growing sport. It was generally unknown there until the 1980s when a small group of players began playing on Copacabana Beach in Rio de Janeiro. The sport grew gradually with 700 amateur players registering within 20 years. Games were played on the beach with modified rules and without the traditional football equipment due to its lack of availability in Brazil. Eventually, a tournament, the Carioca championship, was founded, with the championship Carioca Bowl played to determine a league champion. The country saw its first full-pad game of football in October 2008. According to The Rio Times, the sport is one of the fastest-growing sports in Brazil and is almost as commonly played as soccer on the beaches of Copacabana and Botafogo.Football in Brazil is governed by the Confederação Brasileira de Futebol Americano (CBFA), which had over 5,000 registered players as of November 2013. The sport's increase in popularity has been attributed to games aired on ESPN, which began airing in Brazil in 1992 with Portuguese commentary. The popularity and "easy accessibility" of non-contact versions of the sport in Brazil has led to a rise in participation by female players. According to ESPN, the American football audience in Brazil increased 800% between 2013 and 2016. The network, along with Esporte Interativo, airs games there on cable television. Football is often associated in Brazil as being the sport of supermodel Gisele Bündchen's ex-husband Tom Brady. The NFL has expressed interest in having games in the country, and the Super Bowl has become a widely watched event in Brazil at bars and movie theaters.
== Variations and related sports ==
Canadian football, the predominant form of football in Canada, is closely related to American football—both sports developed from rugby and are considered to be the chief variants of gridiron football. Although both games share a similar set of rules, there are several key rule differences: for example, in Canadian football the field measures 150 by 65 yards (137 by 59 m), including two 20-yard end zones (for a distance between goal lines of 110 yards), teams have three downs instead of four, there are twelve players on each side instead of eleven, fair catches are not allowed, and a rouge, worth a single point is scored if the offensive team kicks the ball out of the defense's end zone. The Canadian Football League (CFL) is the major Canadian league and is the second-most popular sporting league in Canada, behind the National Hockey League. The NFL and CFL had a formal working relationship from 1997 to 2006. The CFL has a strategic partnership with two American football leagues, the German Football League (GFL) and the Liga de Futbol Americano Profesional (LFA). The Canadian rules were developed separately from the American game.
Indoor football leagues constitute what The New York Times writer Mike Tanier described as the "most minor of minor leagues." Leagues are unstable, with franchises regularly moving from one league to another or merging with other teams, and teams or entire leagues dissolving completely; games are only attended by a small number of fans, and most players are semi-professional athletes. The Indoor Football League is an example of a prominent indoor league. The Arena Football League, which was founded in 1987 and ceased operations in 2019, was one of the longest-lived indoor football leagues. In 2004, the league was called "America's fifth major sport" by ESPN The Magazine.There are several non-contact variants of football like flag football. In flag football the ballcarrier is not tackled; instead, defenders aim to pull a flag tied around the ballcarrier's waist. Another variant, touch football, simply requires the ballcarrier to be touched to be considered downed. Depending on the rules used, a game of touch football may require the ballcarrier be touched with either one or two hands to be considered downed.
== See also ==
== Notes ==
== Footnotes ==
== References ==
== Further reading ==
Football: Great Writing About the National Sport, edited by John Schulian; 2014 (New York: Library of America)
== External links ==
American football at Curlie
National Football League
International Federation of American Football
NFL 360, an introductory website to football rules
Excerpts of a 1903 football game between the University of Chicago and University of Michigan
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Supreme Court of the United States
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The Supreme Court of the United States (SCOTUS) is the highest court in the federal judiciary of the United States. It has ultimate appellate jurisdiction over all federal court cases, and over state court cases that involve a point of U.S. Constitutional or federal law. It also has original jurisdiction over a narrow range of cases, specifically "all Cases affecting Ambassadors, other public Ministers and Consuls, and those in which a State shall be Party." The court holds the power of judicial review, the ability to invalidate a statute for violating a provision of the Constitution. It is also able to strike down presidential directives for violating either the Constitution or statutory law. However, it may act only within the context of a case in an area of law over which it has jurisdiction. The court may decide cases having political overtones, but has ruled that it does not have power to decide non-justiciable political questions.
Established by Article Three of the United States Constitution, the composition and procedures of the Supreme Court were initially established by the 1st Congress through the Judiciary Act of 1789. The court consists of nine justices: the chief justice of the United States and eight associate justices, and the justices meet at the Supreme Court Building in Washington, D.C. Justices have lifetime tenure, meaning they remain on the court until they die, retire, resign, or are impeached and removed from office. When a vacancy occurs, the president, with the advice and consent of the Senate, appoints a new justice. Each justice has a single vote in deciding the cases argued before the court. When in the majority, the chief justice decides who writes the opinion of the court; otherwise, the most senior justice in the majority assigns the task of writing the opinion.
The Supreme Court receives on average about 7,000 petitions for writs of certiorari each year, but grants only 70–90. In recent years, the Supreme Court has seen substantial criticism over democratic backsliding, ethics scandals and a lack of external enforcement, partisan rulings, secretive decisions, and limited and slow ability to take on cases, among other controversies.
== History ==
It was while debating the separation of powers between the legislative and executive departments that delegates to the 1787 Constitutional Convention established the parameters for the national judiciary. Creating a "third branch" of government was a novel idea; in the English tradition, judicial matters had been treated as an aspect of royal (executive) authority. Early on, the delegates who were opposed to having a strong central government argued that national laws could be enforced by state courts, while others, including James Madison, advocated for a national judicial authority consisting of tribunals chosen by the national legislature. It was proposed that the judiciary should have a role in checking the executive's power to veto or revise laws.
Eventually, the framers compromised by sketching only a general outline of the judiciary in Article Three of the United States Constitution, vesting federal judicial power in "one supreme Court, and in such inferior Courts as the Congress may from time to time ordain and establish." They delineated neither the exact powers and prerogatives of the Supreme Court nor the organization of the judicial branch as a whole.
The 1st United States Congress provided the detailed organization of a federal judiciary through the Judiciary Act of 1789. The Supreme Court, the country's highest judicial tribunal, was to sit in the nation's capital and would initially be composed of a chief justice and five associate justices. The act also divided the country into judicial districts, which were in turn organized into circuits. Justices were required to "ride circuit" and hold circuit court twice a year in their assigned judicial district.Immediately after signing the act into law, President George Washington nominated the following people to serve on the court: John Jay for chief justice and John Rutledge, William Cushing, Robert H. Harrison, James Wilson, and John Blair Jr. as associate justices. All six were confirmed by the Senate on September 26, 1789; however, Harrison declined to serve, and Washington later nominated James Iredell in his place.The Supreme Court held its inaugural session from February 2 through February 10, 1790, at the Royal Exchange in New York City, then the U.S. capital. A second session was held there in August 1790. The earliest sessions of the court were devoted to organizational proceedings, as the first cases did not reach it until 1791. When the nation's capital was moved to Philadelphia in 1790, the Supreme Court did so as well. After initially meeting at Independence Hall, the court established its chambers at City Hall.
=== Early beginnings ===
Under chief justices Jay, Rutledge, and Ellsworth (1789–1801), the court heard few cases; its first decision was West v. Barnes (1791), a case involving procedure. As the court initially had only six members, every decision that it made by a majority was also made by two-thirds (voting four to two). However, Congress has always allowed less than the court's full membership to make decisions, starting with a quorum of four justices in 1789. The court lacked a home of its own and had little prestige, a situation not helped by the era's highest-profile case, Chisholm v. Georgia (1793), which was reversed within two years by the adoption of the Eleventh Amendment.The court's power and prestige grew substantially during the Marshall Court (1801–1835). Under Marshall, the court established the power of judicial review over acts of Congress, including specifying itself as the supreme expositor of the Constitution (Marbury v. Madison) and making several important constitutional rulings that gave shape and substance to the balance of power between the federal government and states, notably Martin v. Hunter's Lessee, McCulloch v. Maryland, and Gibbons v. Ogden.The Marshall Court also ended the practice of each justice issuing his opinion seriatim, a remnant of British tradition, and instead issuing a single majority opinion. Also during Marshall's tenure, although beyond the court's control, the impeachment and acquittal of Justice Samuel Chase from 1804 to 1805 helped cement the principle of judicial independence.
=== From Taney to Taft ===
The Taney Court (1836–1864) made several important rulings, such as Sheldon v. Sill, which held that while Congress may not limit the subjects the Supreme Court may hear, it may limit the jurisdiction of the lower federal courts to prevent them from hearing cases dealing with certain subjects. Nevertheless, it is primarily remembered for its ruling in Dred Scott v. Sandford, which helped precipitate the American Civil War. In the Reconstruction era, the Chase, Waite, and Fuller Courts (1864–1910) interpreted the new Civil War amendments to the Constitution and developed the doctrine of substantive due process (Lochner v. New York; Adair v. United States). It was in 1869 that the size of the court last changed, being set at nine.
Under the White and Taft Courts (1910–1930), the court held that the Fourteenth Amendment had incorporated some guarantees of the Bill of Rights against the states (Gitlow v. New York), grappled with the new antitrust statutes (Standard Oil Co. of New Jersey v. United States), upheld the constitutionality of military conscription (Selective Draft Law Cases), and brought the substantive due process doctrine to its first apogee (Adkins v. Children's Hospital).
=== New Deal era ===
During the Hughes, Stone, and Vinson courts (1930–1953), the court gained its own accommodation in 1935 and changed its interpretation of the Constitution, giving a broader reading to the powers of the federal government to facilitate President Franklin D. Roosevelt's New Deal (most prominently West Coast Hotel Co. v. Parrish, Wickard v. Filburn, United States v. Darby, and United States v. Butler). During World War II, the court continued to favor government power, upholding the internment of Japanese Americans (Korematsu v. United States) and the mandatory Pledge of Allegiance (Minersville School District v. Gobitis). Nevertheless, Gobitis was soon repudiated (West Virginia State Board of Education v. Barnette), and the Steel Seizure Case restricted the pro-government trend.
The Warren Court (1953–1969) dramatically expanded the force of Constitutional civil liberties. It held that segregation in public schools violates the Equal Protection Clause of the Fourteenth Amendment (Brown v. Board of Education, Bolling v. Sharpe, and Green v. County School Bd.) and that legislative districts must be roughly equal in population (Reynolds v. Sims). It recognized a general right to privacy (Griswold v. Connecticut), limited the role of religion in public school, most prominently Engel v. Vitale and Abington School District v. Schempp, incorporated most guarantees of the Bill of Rights against the states, prominently Mapp v. Ohio (the exclusionary rule) and Gideon v. Wainwright (right to appointed counsel), and required that criminal suspects be apprised of all these rights by police (Miranda v. Arizona). At the same time, the court limited defamation suits by public figures (New York Times Co. v. Sullivan) and supplied the government with an unbroken run of antitrust victories.
=== Burger, Rehnquist, and Roberts ===
The Burger Court (1969–1986) saw a conservative shift. It also expanded Griswold's right to privacy to strike down abortion laws (Roe v. Wade) but divided deeply on affirmative action (Regents of the University of California v. Bakke) and campaign finance regulation (Buckley v. Valeo). It also wavered on the death penalty, ruling first that most applications were defective (Furman v. Georgia), but later that the death penalty itself was not unconstitutional (Gregg v. Georgia).The Rehnquist Court (1986–2005) was known for its revival of judicial enforcement of federalism, emphasizing the limits of the Constitution's affirmative grants of power (United States v. Lopez) and the force of its restrictions on those powers (Seminole Tribe v. Florida, City of Boerne v. Flores). It struck down single-sex state schools as a violation of equal protection (United States v. Virginia), laws against sodomy as violations of substantive due process (Lawrence v. Texas) and the line-item veto (Clinton v. New York) but upheld school vouchers (Zelman v. Simmons-Harris) and reaffirmed Roe's restrictions on abortion laws (Planned Parenthood v. Casey). The court's decision in Bush v. Gore, which ended the electoral recount during the 2000 United States presidential election, was especially controversial.The Roberts Court (2005–present) is regarded as more conservative than the Rehnquist Court. Some of its major rulings have concerned federal preemption (Wyeth v. Levine), civil procedure (Twombly–Iqbal), voting rights and federal preclearance (Shelby County–Brnovich), abortion (Gonzales v. Carhart and Dobbs v. Jackson Women's Health Organization), climate change (Massachusetts v. EPA), same-sex marriage (United States v. Windsor and Obergefell v. Hodges), and the Bill of Rights, such as in Citizens United v. Federal Election Commission and Americans for Prosperity Foundation v. Bonta (First Amendment), Heller–McDonald–Bruen (Second Amendment), and Baze v. Rees (Eighth Amendment).
== Composition ==
=== Nomination, confirmation, and appointment ===
Article II, Section 2, Clause 2 of the United States Constitution, known as the Appointments Clause, empowers the president to nominate and, with the confirmation (advice and consent) of the United States Senate, to appoint public officials, including justices of the Supreme Court. This clause is one example of the system of checks and balances inherent in the Constitution. The president has the plenary power to nominate, while the Senate possesses the plenary power to reject or confirm the nominee. The Constitution sets no qualifications for service as a justice, such as age, citizenship, residence or prior judicial experience, thus a president may nominate anyone to serve, and the Senate may not set any qualifications or otherwise limit who the president can choose.In modern times, the confirmation process has attracted considerable attention from the press and advocacy groups, which lobby senators to confirm or to reject a nominee depending on whether their track record aligns with the group's views. The Senate Judiciary Committee conducts hearings and votes on whether the nomination should go to the full Senate with a positive, negative or neutral report. The committee's practice of personally interviewing nominees is relatively recent. The first nominee to appear before the committee was Harlan Fiske Stone in 1925, who sought to quell concerns about his links to Wall Street, and the modern practice of questioning began with John Marshall Harlan II in 1955. Once the committee reports out the nomination, the full Senate considers it. Rejections are relatively uncommon; the Senate has explicitly rejected twelve Supreme Court nominees, most recently Robert Bork, nominated by President Ronald Reagan in 1987.
Although Senate rules do not necessarily allow a negative or tied vote in committee to block a nomination, prior to 2017 a nomination could be blocked by filibuster once debate had begun in the full Senate. President Lyndon B. Johnson's nomination of sitting associate justice Abe Fortas to succeed Earl Warren as Chief Justice in 1968 was the first successful filibuster of a Supreme Court nominee. It included both Republican and Democratic senators concerned with Fortas's ethics. President Donald Trump's nomination of Neil Gorsuch to the seat left vacant by Antonin Scalia's death was the second. Unlike the Fortas filibuster, only Democratic senators voted against cloture on the Gorsuch nomination, citing his perceived conservative judicial philosophy, and the Republican majority's prior refusal to take up President Barack Obama's nomination of Merrick Garland to fill the vacancy. This led the Republican majority to change the rules and eliminate the filibuster for Supreme Court nominations.
Not every Supreme Court nominee has received a floor vote in the Senate. A president may withdraw a nomination before an actual confirmation vote occurs, typically because it is clear that the Senate will reject the nominee; this occurred with President George W. Bush's nomination of Harriet Miers in 2005. The Senate may also fail to act on a nomination, which expires at the end of the session. President Dwight Eisenhower's first nomination of John Marshall Harlan II in November 1954 was not acted on by the Senate; Eisenhower re-nominated Harlan in January 1955, and Harlan was confirmed two months later. Most recently, the Senate failed to act on the March 2016 nomination of Merrick Garland, as the nomination expired in January 2017, and the vacancy was filled by Neil Gorsuch, an appointee of President Trump.Once the Senate confirms a nomination, the president must prepare and sign a commission, to which the Seal of the Department of Justice must be affixed, before the appointee can take office. The seniority of an associate justice is based on the commissioning date, not the confirmation or swearing-in date. After receiving their commission, the appointee must then take the two prescribed oaths before assuming their official duties. The importance of the oath taking is underscored by the case of Edwin M. Stanton. Although confirmed by the Senate on December 20, 1869, and duly commissioned as an associate justice by President Ulysses S. Grant, Stanton died on December 24, prior to taking the prescribed oaths. He is not, therefore, considered to have been a member of the court.Before 1981, the approval process of justices was usually rapid. From the Truman through Nixon administrations, justices were typically approved within one month. From the Reagan administration to the present, the process has taken much longer and some believe this is because Congress sees justices as playing a more political role than in the past. According to the Congressional Research Service, the average number of days from nomination to final Senate vote since 1975 is 67 days (2.2 months), while the median is 71 days (2.3 months).
==== Recess appointments ====
When the Senate is in recess, a president may make temporary appointments to fill vacancies. Recess appointees hold office only until the end of the next Senate session (less than two years). The Senate must confirm the nominee for them to continue serving; of the two chief justices and eleven associate justices who have received recess appointments, only Chief Justice John Rutledge was not subsequently confirmed.No U.S. president since Dwight D. Eisenhower has made a recess appointment to the court, and the practice has become rare and controversial even in lower federal courts. In 1960, after Eisenhower had made three such appointments, the Senate passed a "sense of the Senate" resolution that recess appointments to the court should only be made in "unusual circumstances"; such resolutions are not legally binding but are an expression of Congress's views in the hope of guiding executive action.The Supreme Court's 2014 decision in National Labor Relations Board v. Noel Canning limited the ability of the president to make recess appointments (including appointments to the Supreme Court); the court ruled that the Senate decides when the Senate is in session or in recess. Writing for the court, Justice Breyer stated, "We hold that, for purposes of the Recess Appointments Clause, the Senate is in session when it says it is, provided that, under its own rules, it retains the capacity to transact Senate business." This ruling allows the Senate to prevent recess appointments through the use of pro-forma sessions.
=== Tenure ===
Article Three, Section 1 of the Constitution provides that justices "shall hold their offices during good behavior", which is understood to mean that they may serve for the remainder of their lives, until death; furthermore, the phrase is generally interpreted to mean that the only way justices can be removed from office is by Congress via the impeachment process. The Framers of the Constitution chose good behavior tenure to limit the power to remove justices and to ensure judicial independence. No constitutional mechanism exists for removing a justice who is permanently incapacitated by illness or injury, but unable (or unwilling) to resign. The only justice ever to be impeached was Samuel Chase, in 1804. The House of Representatives adopted eight articles of impeachment against him; however, he was acquitted by the Senate, and remained in office until his death in 1811. No subsequent effort to impeach a sitting justice has progressed beyond referral to the Judiciary Committee. (For example, William O. Douglas was the subject of hearings twice, in 1953 and again in 1970; and Abe Fortas resigned while hearings were being organized in 1969.)
Because justices have indefinite tenure, timing of vacancies can be unpredictable. Sometimes they arise in quick succession, as in September 1971, when Hugo Black and John Marshall Harlan II left within days of each other, the shortest period of time between vacancies in the court's history. Sometimes a great length of time passes between vacancies, such as the 11-year span, from 1994 to 2005, from the retirement of Harry Blackmun to the death of William Rehnquist, which was the second longest timespan between vacancies in the court's history. On average a new justice joins the court about every two years.Despite the variability, all but four presidents have been able to appoint at least one justice. William Henry Harrison died a month after taking office, although his successor (John Tyler) made an appointment during that presidential term. Likewise, Zachary Taylor died 16 months after taking office, but his successor (Millard Fillmore) also made a Supreme Court nomination before the end of that term. Andrew Johnson, who became president after the assassination of Abraham Lincoln, was denied the opportunity to appoint a justice by a reduction in the size of the court. Jimmy Carter is the only person elected president to have left office after at least one full term without having the opportunity to appoint a justice. Presidents James Monroe, Franklin D. Roosevelt, and George W. Bush each served a full term without an opportunity to appoint a justice, but made appointments during their subsequent terms in office. No president who has served more than one full term has gone without at least one opportunity to make an appointment.
=== Size of the court ===
The U.S. Supreme Court consists of nine members: one chief justice and eight associate justices. The U.S. Constitution does not specify the size of the Supreme Court, nor does it specify any specific positions for the court's members. However, the Constitution assumes the existence of the office of the chief justice, because it mentions in Article I, Section 3, Clause 6 that "the Chief Justice" must preside over impeachment trials of the President of the United States. The power to define the Supreme Court's size and membership has been assumed to belong to Congress, which initially established a six-member Supreme Court composed of a chief justice and five associate justices through the Judiciary Act of 1789.
The size of the court was first altered by the Midnight Judges Act of 1801 which would have reduced the size of the court to five members upon its next vacancy (as federal judges have life tenure), but the Judiciary Act of 1802 promptly negated the 1801 act, restoring the court's size to six members before any such vacancy occurred. As the nation's boundaries grew across the continent and as Supreme Court justices in those days had to ride the circuit, an arduous process requiring long travel on horseback or carriage over harsh terrain that resulted in months-long extended stays away from home, Congress added justices to correspond with the growth such that the number of seats for associate justices plus the chief justice became seven in 1807, nine in 1837, and ten in 1863.At the behest of Chief Justice Chase and in an attempt by the Republican Congress to limit the power of Democrat Andrew Johnson, Congress passed the Judicial Circuits Act of 1866, providing that the next three justices to retire would not be replaced, which would thin the bench to seven justices by attrition. Consequently, one seat was removed in 1866 and a second in 1867. Soon after Johnson left office, the new president Ulysses S. Grant, a Republican, signed into law the Judiciary Act of 1869. This returned the number of justices to nine (where it has since remained), and allowed Grant to immediately appoint two more judges.
President Franklin D. Roosevelt attempted to expand the court in 1937. His proposal envisioned the appointment of one additional justice for each incumbent justice who reached the age of 70 years 6 months and refused retirement, up to a maximum bench of 15 justices. The proposal was ostensibly to ease the burden of the docket on elderly judges, but the actual purpose was widely understood as an effort to "pack" the court with justices who would support Roosevelt's New Deal. The plan, usually called the "court-packing plan", failed in Congress after members of Roosevelt's own Democratic Party believed it to be unconstitutional. It was defeated 70–20 in the Senate, and the Senate Judiciary Committee reported that it was "essential to the continuance of our constitutional democracy" that the proposal "be so emphatically rejected that its parallel will never again be presented to the free representatives of the free people of America."The rise and solidification of a conservative majority on the court during the presidency of Donald Trump sparked a liberal response in the form of calls for court-packing. Democrats in the House of Representatives introduced a bill in April 2021 to expand the Supreme Court from nine to 13 seats, but Speaker of the House Nancy Pelosi refused to bring it to the floor and relatively few Democrats backed it. Shortly after taking office in January 2021, Joe Biden established a presidential commission to study possible reforms to the Supreme Court. The commission's December 2021 final report discussed but took no position on expanding the size of the court. It remains unclear whether it would be constitutional to expand the size of the Supreme Court in ways understood to be designed to "pack" it with justices that would rule more favorably on a president's agenda or to simply change the ideological composition of the court.
== Membership ==
=== Current justices ===
There are currently nine justices on the Supreme Court: Chief Justice John Roberts and eight associate justices. Among the current members of the court, Clarence Thomas is the longest-serving justice, with a tenure of 11,653 days (31 years, 330 days) as of September 18, 2023; the most recent justice to join the court is Ketanji Brown Jackson, whose tenure began on June 30, 2022, after being confirmed by the senate on April 7.
This graphical timeline depicts the length of each current Supreme Court justice's tenure (not seniority, as the chief justice has seniority over all associate justices regardless of tenure) on the court:
=== Court demographics ===
The court currently has five male and four female justices. Among the nine justices, there are two African American justices (Justices Thomas and Jackson) and one Hispanic justice (Justice Sotomayor). One of the justices was born to at least one immigrant parent: Justice Alito's father was born in Italy.At least six justices are Roman Catholics, one is Jewish, and one is Protestant. It is unclear whether Neil Gorsuch considers himself a Catholic or an Episcopalian. Historically, most justices have been Protestants, including 36 Episcopalians, 19 Presbyterians, 10 Unitarians, 5 Methodists, and 3 Baptists. The first Catholic justice was Roger Taney in 1836, and 1916 saw the appointment of the first Jewish justice, Louis Brandeis. In recent years the historical situation has reversed, as most recent justices have been either Catholic or Jewish.
Three justices are from the state of New York, two are from Washington, D.C., and one each is from New Jersey, Georgia, Colorado, and Louisiana. Eight of the current justices received their law degree from an Ivy League law school: Neil Gorsuch, Ketanji Brown Jackson, Elena Kagan and John Roberts from Harvard; plus Samuel Alito, Brett Kavanaugh, Sonia Sotomayor and Clarence Thomas from Yale. Only Amy Coney Barrett did not; she received her law degree at Notre Dame.
Previous positions or offices, judicial or federal government, prior to joining the court (by order of seniority following the Chief Justice) include:
For much of the court's history, every justice was a man of Northwestern European descent, and almost always Protestant. Diversity concerns focused on geography, to represent all regions of the country, rather than religious, ethnic, or gender diversity. Racial, ethnic, and gender diversity in the court increased in the late 20th century. Thurgood Marshall became the first African-American justice in 1967. Sandra Day O'Connor became the first female justice in 1981. In 1986, Antonin Scalia became the first Italian-American justice. Marshall was succeeded by African-American Clarence Thomas in 1991. O'Connor was joined by Ruth Bader Ginsburg, the first Jewish woman on the Court, in 1993. After O'Connor's retirement Ginsburg was joined in 2009 by Sonia Sotomayor, the first Hispanic and Latina justice, and in 2010 by Elena Kagan. After Ginsburg's death on September 18, 2020, Amy Coney Barrett was confirmed as the fifth woman in the court's history on October 26, 2020. Ketanji Brown Jackson is the sixth woman and first African-American woman on the court.
There have been six foreign-born justices in the court's history: James Wilson (1789–1798), born in Caskardy, Scotland; James Iredell (1790–1799), born in Lewes, England; William Paterson (1793–1806), born in County Antrim, Ireland; David Brewer (1889–1910), born to American missionaries in Smyrna, Ottoman Empire (now Izmir, Turkey); George Sutherland (1922–1939), born in Buckinghamshire, England; and Felix Frankfurter (1939–1962), born in Vienna, Austria-Hungary (now in Austria).Since 1789, about one-third of the justices have been U.S. military veterans. Samuel Alito is the only veteran currently serving on the court. Retired justices Stephen Breyer and Anthony Kennedy also served in the U.S. military.
=== Retired justices ===
There are currently four living retired justices of the Supreme Court of the United States: Sandra Day O'Connor, Anthony Kennedy, David Souter, and Stephen Breyer. As retired justices, they no longer participate in the work of the Supreme Court, but may be designated for temporary assignments to sit on lower federal courts, usually the United States Courts of Appeals. Such assignments are formally made by the chief justice, on request of the chief judge of the lower court and with the consent of the retired justice. In recent years, Justice Souter has frequently sat on the First Circuit, the court of which he was briefly a member before joining the Supreme Court; and Justice O'Connor often sat with several Courts of Appeal before withdrawing from public life in 2018. The status of a retired justice is analogous to that of a circuit or district court judge who has taken senior status, and eligibility of a Supreme Court justice to assume retired status (rather than simply resign from the bench) is governed by the same age and service criteria.
In recent times, justices tend to strategically plan their decisions to leave the bench with personal, institutional, ideological, partisan, and sometimes even political factors playing a role. The fear of mental decline and death often motivates justices to step down. The desire to maximize the court's strength and legitimacy through one retirement at a time, when the court is in recess and during non-presidential election years suggests a concern for institutional health. Finally, especially in recent decades, many justices have timed their departure to coincide with a philosophically compatible president holding office, to ensure that a like-minded successor would be appointed.
=== Seniority and seating ===
For the most part, the day-to-day activities of the justices are governed by rules of protocol based upon the seniority of justices. The chief justice always ranks first in the order of precedence—regardless of the length of their service. The associate justices are then ranked by the length of their service. The chief justice sits in the center on the bench, or at the head of the table during conferences. The other justices are seated in order of seniority. The senior-most associate justice sits immediately to the chief justice's right; the second most senior sits immediately to their left. The seats alternate right to left in order of seniority, with the most junior justice occupying the last seat. Therefore, since the October 2022 term, the court sits as follows from left to right, from the perspective of those facing the court: Barrett, Gorsuch, Sotomayor, Thomas (most senior associate justice), Roberts (chief justice), Alito, Kagan, Kavanaugh, and Jackson. Likewise, when the members of the court gather for official group photographs, justices are arranged in order of seniority, with the five most senior members seated in the front row in the same order as they would sit during Court sessions, and the four most junior justices standing behind them, again in the same order as they would sit during Court sessions.
In the justices' private conferences, current practice is for them to speak and vote in order of seniority, beginning with the chief justice first and ending with the most junior associate justice. By custom, the most junior associate justice in these conferences is charged with any menial tasks the justices may require as they convene alone, such as answering the door of their conference room, serving beverages and transmitting orders of the court to the clerk.
=== Salary ===
As of 2021, associate justices receive a yearly salary of $268,300 and the chief justice is paid $280,500 per year. Article III, Section 1 of the U.S. Constitution prohibits Congress from reducing the pay for incumbent justices. Once a justice meets age and service requirements, the justice may retire. Judicial pensions are based on the same formula used for federal employees, but a justice's pension, as with other federal courts judges, can never be less than their salary at the time of retirement.
=== Judicial leanings ===
Although justices are nominated by the president in power, and receive confirmation by the Senate, justices do not represent or receive official endorsements from political parties, as is accepted practice in the legislative and executive branches. Jurists are informally categorized in legal and political circles as being judicial conservatives, moderates, or liberals. Such leanings generally refer to a legal outlook rather than a political or legislative one. The nominations of justices are endorsed by individual politicians in the legislative branch who vote their approval or disapproval of the nominated justice. The ideologies of jurists can be measured and compared with several metrics, including the Segal–Cover score, Martin-Quinn score, and Judicial Common Space score.Since the confirmation of Amy Coney Barrett in 2020 following the death of Ruth Bader Ginsburg, the court has had six justices appointed by Republican presidents and three appointed by Democratic presidents. It is popularly accepted that Chief Justice Roberts and associate justices Thomas, Alito, Gorsuch, Kavanaugh, and Barrett, appointed by Republican presidents, compose the court's conservative wing, and that Justices Sotomayor, Kagan, and Jackson, appointed by Democratic presidents, compose the court's liberal wing. Kavanaugh was considered one of the most conservative judges in the DC Circuit prior to his appointment to the Supreme Court. Likewise, Barrett's brief track record on the Seventh Circuit is conservative.
Prior to Justice Ginsburg's death, Chief Justice Roberts was considered the court's median justice (with four justices more liberal and four more conservative than him), making him the ideological center of the conservative court. Since Ginsburg's death and Barrett's confirmation, Kavanaugh has been described as the median justice of this more conservative court, based on the criterion that he has been in the majority more than any other justice.Tom Goldstein argued in an article in SCOTUSblog in 2010, that the popular view of the Supreme Court as sharply divided along ideological lines and each side pushing an agenda at every turn is "in significant part a caricature designed to fit certain preconceptions." He pointed out that in the 2009 term, almost half the cases were decided unanimously, and only about 20% were decided by a 5-to-4 vote. Barely one in ten cases involved the narrow liberal/conservative divide (fewer if the cases where Sotomayor recused herself are not included). He also pointed to several cases that defied the popular conception of the ideological lines of the court.
Goldstein further argued that the large number of pro-criminal-defendant summary dismissals (usually cases where the justices decide that the lower courts significantly misapplied precedent and reverse the case without briefing or argument) were an illustration that the conservative justices had not been aggressively ideological. Likewise, Goldstein stated that the critique that the liberal justices are more likely to invalidate acts of Congress, show inadequate deference to the political process, and be disrespectful of precedent, also lacked merit: Thomas has most often called for overruling prior precedent (even if long standing) that he views as having been wrongly decided, and during the 2009 term Scalia and Thomas voted most often to invalidate legislation.
According to statistics compiled by SCOTUSblog, in the twelve terms from 2000 to 2011, an average of 19 of the opinions on major issues (22%) were decided by a 5–4 vote, with an average of 70% of those split opinions decided by a court divided along the traditionally perceived ideological lines (about 15% of all opinions issued). Over that period, the conservative bloc has been in the majority about 62% of the time that the court has divided along ideological lines, which represents about 44% of all the 5–4 decisions.In the October 2010 term, the court decided 86 cases, including 75 signed opinions and 5 summary reversals (where the court reverses a lower court without arguments and without issuing an opinion on the case). Four were decided with unsigned opinions, two cases affirmed by an equally divided Court, and two cases were dismissed as improvidently granted. Justice Kagan recused herself from 26 of the cases due to her prior role as United States Solicitor General. Of the 80 cases, 38 (about 48%, the highest percentage since the October 2005 term) were decided unanimously (9–0 or 8–0), and 16 decisions were made by a 5–4 vote (about 20%, compared to 18% in the October 2009 term, and 29% in the October 2008 term). However, in fourteen of the sixteen 5–4 decisions, the court divided along the traditional ideological lines (with Ginsburg, Breyer, Sotomayor, and Kagan on the liberal side, and Roberts, Scalia, Thomas, and Alito on the conservative, and Kennedy providing the "swing vote"). This represents 87% of those 16 cases, the highest rate in the past 10 years. The conservative bloc, joined by Kennedy, formed the majority in 63% of the 5–4 decisions, the highest cohesion rate of that bloc in the Roberts Court.The October 2017 term had a low rate of unanimous rulings, with only 39% of the cases decided by unanimous rulings, the lowest percentage since the October 2008 term when 30% of rulings were unanimous. Chief Justice Roberts was in the majority most often (68 out of 73 cases, or 93.2%), with retiring Justice Anthony Kennedy in second (67 out of 73 cases, or 91.8%); this was typical of the Roberts Court, in which Roberts and Kennedy have been in the majority most frequently in all terms except for the 2013 and 2014 terms (though Kennedy was in the top on both those terms). Justice Sotomayor was the justice least likely to be in the majority (in 50 out of 73 cases, or 68.5%). The highest agreement between justices was between Ginsburg and Sotomayor, who agreed on 95.8% of the cases, followed by Thomas and Alito agreeing on 93% of cases. There were 19 cases that were decided by a 5–4 vote (26% of the total cases); 74% of those cases (14 out of 19) broke along ideological lines, and for the first time in the Roberts Court, all of those resulted in a conservative majority, with Roberts, Kennedy, Thomas, Alito, and Gorsuch on the majority.The October 2018 term, which saw the replacement of Anthony Kennedy by Brett Kavanaugh, once again saw a low rate of unanimity: only 28 of 71 decided cases were decided by a unanimous court, about 39% of the cases. Of these, only 19 cases had the justices in total agreement. Chief Justice Roberts was once again the justice most often in the majority (61 out of 72 cases, or 85% of the time). Although Kavanaugh had a higher percentage of times in the majority, he did not participate in all cases, voting in the majority 58 out of 64 times, or 91% of the cases in which he participated. Of the justices who participated in all 72 cases, Kagan and Alito tied in second place, voting in the majority 59 out of 72 times (or 82% of the time). Looking only at cases that were not decided unanimously, Roberts and Kavanaugh were the most frequently in the majority (33 cases, with Roberts being in the majority in 75% of the divided cases, and Kavanaugh in 85% of the divided cases he participated in). Of 20 cases that were decided by a vote of 5–4, eight featured the conservative justices in the majority (Roberts, Thomas, Alito, Gorsuch, and Kavanaugh), and eight had the liberal justices (Ginsburg, Breyer, Sotomayor, and Kagan) joined by a conservative: Gorsuch was the most frequent, joining them four times, and the remaining conservative justices joining the liberals once each. The remaining four cases were decided by different coalitions. The highest agreement between justices was between Roberts and Kavanaugh, who agreed at least in judgement 94% of the time; the second highest agreement was again between Ginsburg and Sotomayor, who agreed 93% of the time. The highest rate of full agreement was between Ginsburg and Kagan (82% of the time), closely followed by Roberts and Alito, Ginsburg and Sotomayor, and Breyer and Kagan (81% of the time). The largest rate of disagreement was between Thomas and both Ginsburg and Sotomayor; Thomas disagreed with each of them 50% of the time.By the completion of the 2021 term, the percent of 6–3 decisions favoring the conservative majority had reached 30%, with the percent of unanimous cases having dropped to the same number.
== Facilities ==
The Supreme Court first met on February 1, 1790, at the Merchants' Exchange Building in New York City. When Philadelphia became the capital, the court met briefly in Independence Hall before settling in Old City Hall from 1791 until 1800. After the government moved to Washington, D.C., the court occupied various spaces in the Capitol building until 1935, when it moved into its own purpose-built home. The four-story building was designed by Cass Gilbert in a classical style sympathetic to the surrounding buildings of the Capitol and Library of Congress, and is clad in marble. The building includes the courtroom, justices' chambers, an extensive law library, various meeting spaces, and auxiliary services including a gymnasium. The Supreme Court building is within the ambit of the Architect of the Capitol, but maintains its own Supreme Court Police, separate from the Capitol Police.Located across First Street from the United States Capitol at One First Street NE and Maryland Avenue, the building is open to the public from 9 am to 4:30 pm weekdays but closed on weekends and holidays. Visitors may not tour the actual courtroom unaccompanied. There is a cafeteria, a gift shop, exhibits, and a half-hour informational film. When the court is not in session, lectures about the courtroom are held hourly from 9:30 am to 3:30 pm and reservations are not necessary. When the court is in session the public may attend oral arguments, which are held twice each morning (and sometimes afternoons) on Mondays, Tuesdays, and Wednesdays in two-week intervals from October through late April, with breaks during December and February. Visitors are seated on a first-come first-served basis. One estimate is there are about 250 seats available. The number of open seats varies from case to case; for important cases, some visitors arrive the day before and wait through the night. The court releases opinions beginning at 10 am on scheduled "non-argument days" (also called opinion days) listed on a calendar at the court's homepage. These sessions, which typically last 15 to 30-minute, are also open to the public. From mid-May until the end of June, at least one opinion day is scheduled each week. Supreme Court Police are available to answer questions.
== Jurisdiction ==
Congress is authorized by Article III of the federal Constitution to regulate the Supreme Court's appellate jurisdiction. The Supreme Court has original and exclusive jurisdiction over cases between two or more states but may decline to hear such cases. It also possesses original but not exclusive jurisdiction to hear "all actions or proceedings to which ambassadors, other public ministers, consuls, or vice consuls of foreign states are parties; all controversies between the United States and a State; and all actions or proceedings by a State against the citizens of another State or against aliens."In 1906, the court asserted its original jurisdiction to prosecute individuals for contempt of court in United States v. Shipp. The resulting proceeding remains the only contempt proceeding and only criminal trial in the court's history. The contempt proceeding arose from the lynching of Ed Johnson in Chattanooga, Tennessee the evening after Justice John Marshall Harlan granted Johnson a stay of execution to allow his lawyers to file an appeal. Johnson was removed from his jail cell by a lynch mob, aided by the local sheriff who left the prison virtually unguarded, and hanged from a bridge, after which a deputy sheriff pinned a note on Johnson's body reading: "To Justice Harlan. Come get your nigger now." The local sheriff, John Shipp, cited the Supreme Court's intervention as the rationale for the lynching. The court appointed its deputy clerk as special master to preside over the trial in Chattanooga with closing arguments made in Washington before the Supreme Court justices, who found nine individuals guilty of contempt, sentencing three to 90 days in jail and the rest to 60 days in jail. In all other cases, the court has only appellate jurisdiction, including the ability to issue writs of mandamus and writs of prohibition to lower courts. It considers cases based on its original jurisdiction very rarely; almost all cases are brought to the Supreme Court on appeal. In practice, the only original jurisdiction cases heard by the court are disputes between two or more states.The court's appellate jurisdiction consists of appeals from federal courts of appeal (through certiorari, certiorari before judgment, and certified questions), the United States Court of Appeals for the Armed Forces (through certiorari), the Supreme Court of Puerto Rico (through certiorari), the Supreme Court of the Virgin Islands (through certiorari), the District of Columbia Court of Appeals (through certiorari), and "final judgments or decrees rendered by the highest court of a State in which a decision could be had" (through certiorari). In the last case, an appeal may be made to the Supreme Court from a lower state court if the state's highest court declined to hear an appeal or lacks jurisdiction to hear an appeal. For example, a decision rendered by one of the Florida District Courts of Appeal can be appealed to the U.S. Supreme Court if (a) the Supreme Court of Florida declined to grant certiorari, e.g. Florida Star v. B. J. F., or (b) the district court of appeal issued a per curiam decision simply affirming the lower court's decision without discussing the merits of the case, since the Supreme Court of Florida lacks jurisdiction to hear appeals of such decisions. The power of the Supreme Court to consider appeals from state courts, rather than just federal courts, was created by the Judiciary Act of 1789 and upheld early in the court's history, by its rulings in Martin v. Hunter's Lessee (1816) and Cohens v. Virginia (1821). The Supreme Court is the only federal court that has jurisdiction over direct appeals from state court decisions, although there are several devices that permit so-called "collateral review" of state cases. It has to be noted that this "collateral review" often only applies to individuals on death row and not through the regular judicial system.Since Article Three of the United States Constitution stipulates that federal courts may only entertain "cases" or "controversies", the Supreme Court cannot decide cases that are moot and it does not render advisory opinions, as the supreme courts of some states may do. For example, in DeFunis v. Odegaard, 416 U.S. 312 (1974), the court dismissed a lawsuit challenging the constitutionality of a law school affirmative action policy because the plaintiff student had graduated since he began the lawsuit, and a decision from the court on his claim would not be able to redress any injury he had suffered. However, the court recognizes some circumstances where it is appropriate to hear a case that is seemingly moot. If an issue is "capable of repetition yet evading review", the court would address it even though the party before the court would not themselves be made whole by a favorable result. In Roe v. Wade, 410 U.S. 113 (1973), and other abortion cases, the court addresses the merits of claims pressed by pregnant women seeking abortions even if they are no longer pregnant because it takes longer than the typical human gestation period to appeal a case through the lower courts to the Supreme Court. Another mootness exception is voluntary cessation of unlawful conduct, in which the court considers the probability of recurrence and plaintiff's need for relief.
=== Justices as circuit justices ===
The United States is divided into thirteen circuit courts of appeals, each of which is assigned a "circuit justice" from the Supreme Court. Although this concept has been in continuous existence throughout the history of the republic, its meaning has changed through time. Under the Judiciary Act of 1789, each justice was required to "ride circuit", or to travel within the assigned circuit and consider cases alongside local judges. This practice encountered opposition from many justices, who cited the difficulty of travel. Moreover, there was a potential for a conflict of interest on the court if a justice had previously decided the same case while riding circuit. Circuit riding ended in 1901, when the Circuit Court of Appeals Act was passed, and circuit riding was officially abolished by Congress in 1911.The circuit justice for each circuit is responsible for dealing with certain types of applications that, by law and the rules of the court, may be addressed by a single justice. Ordinarily, a justice will resolve such an application by simply endorsing it "granted" or "denied" or entering a standard form of order; however, the justice may elect to write an opinion, referred to as an in-chambers opinion. Congress has specifically authorized one justice to issue a stay pending certiorari in 28 U.S.C. § 2101(f). Each justice also decides routine procedural requests, such as for extensions of time.
Before 1990, the rules of the Supreme Court also stated that "a writ of injunction may be granted by any Justice in a case where it might be granted by the Court." However, this part of the rule (and all other specific mention of injunctions) was removed in the Supreme Court's rules revision of December 1989. Nevertheless, requests for injunctions under the All Writs Act are sometimes directed to the circuit justice. In the past, circuit justices also sometimes granted motions for bail in criminal cases, writs of habeas corpus, and applications for writs of error granting permission to appeal.A circuit justice may sit as a judge on the Court of Appeals of that circuit, but over the past hundred years, this has rarely occurred. A circuit justice sitting with the Court of Appeals has seniority over the chief judge of the circuit. The chief justice has traditionally been assigned to the District of Columbia Circuit, the Fourth Circuit (which includes Maryland and Virginia, the states surrounding the District of Columbia), and since it was established, the Federal Circuit. Each associate justice is assigned to one or two judicial circuits.
As of September 28, 2022, the allotment of the justices among the circuits is as follows:
Five of the current justices are assigned to circuits on which they previously sat as circuit judges: Chief Justice Roberts (D.C. Circuit), Justice Sotomayor (Second Circuit), Justice Alito (Third Circuit), Justice Barrett (Seventh Circuit), and Justice Gorsuch (Tenth Circuit).
== Process ==
=== Term ===
A term of the Supreme Court commences on the first Monday of each October, and continues until June or early July of the following year. Each term consists of alternating periods of around two weeks known as "sittings" and "recesses"; justices hear cases and deliver rulings during sittings, and discuss cases and write opinions during recesses.
=== Case selection ===
Nearly all cases come before the court by way of petitions for writs of certiorari, commonly referred to as cert; the court may review any case in the federal courts of appeals "by writ of certiorari granted upon the petition of any party to any civil or criminal case." The court may also review "final judgments rendered by the highest court of a state in which a decision could be had" but only if those judgments involve a question of federal statutory or constitutional law. The party that appealed to the court is the petitioner and the non-mover is the respondent. All case names before the court are styled petitioner v. respondent, regardless of which party initiated the lawsuit in the trial court. For example, criminal prosecutions are brought in the name of the state and against an individual, as in State of Arizona v. Ernesto Miranda. If the defendant is convicted, and his conviction then is affirmed on appeal in the state supreme court, when he petitions for cert the name of the case becomes Miranda v. Arizona.
The Supreme Court relies on the record assembled by lower courts for the facts of a case and deals solely with the question of how the law applies to the facts presented. There are however situations where the court has original jurisdiction, such as when two states have a dispute against each other, or when there is a dispute between the United States and a state. In such instances, a case is filed with the Supreme Court directly. Examples of such cases include United States v. Texas, a case to determine whether a parcel of land belonged to the United States or to Texas, and Virginia v. Tennessee, a case turning on whether an incorrectly drawn boundary between two states can be changed by a state court, and whether the setting of the correct boundary requires Congressional approval. Although it has not happened since 1794 in the case of Georgia v. Brailsford, parties in an action at law in which the Supreme Court has original jurisdiction may request that a jury determine issues of fact. Georgia v. Brailsford remains the only case in which the court has empaneled a jury, in this case a special jury. Two other original jurisdiction cases involve colonial era borders and rights under navigable waters in New Jersey v. Delaware, and water rights between riparian states upstream of navigable waters in Kansas v. Colorado.
A cert petition is voted on at a session of the court called conference. A conference is a private meeting of the nine justices by themselves; the public and the justices' clerks are excluded. The rule of four permits four of the nine justices to grant a writ of certiorari. If it is granted, the case proceeds to the briefing stage; otherwise, the case ends. Except in death penalty cases and other cases in which the court orders briefing from the respondent, the respondent may, but is not required to, file a response to the cert petition. The court grants a petition for cert only for "compelling reasons", spelled out in the court's Rule 10. Such reasons include:
Resolving a conflict in the interpretation of a federal law or a provision of the federal Constitution
Correcting an egregious departure from the accepted and usual course of judicial proceedings
Resolving an important question of federal law, or to expressly review a decision of a lower court that conflicts directly with a previous decision of the court.When a conflict of interpretations arises from differing interpretations of the same law or constitutional provision issued by different federal circuit courts of appeals, lawyers call this situation a "circuit split"; if the court votes to deny a cert petition, as it does in the vast majority of such petitions that come before it, it does so typically without comment. A denial of a cert petition is not a judgment on the merits of a case, and the decision of the lower court stands as the case's final ruling. To manage the high volume of cert petitions received by the court each year (of the more than 7,000 petitions the court receives each year, it will usually request briefing and hear oral argument in 100 or fewer), the court employs an internal case management tool known as the "cert pool"; currently, all justices except for Justices Alito and Gorsuch participate in the cert pool.
=== Oral argument ===
When the court grants a cert petition, the case is set for oral argument. Both parties will file briefs on the merits of the case, as distinct from the reasons they may have argued for granting or denying the cert petition. With the consent of the parties or approval of the court, amici curiae, or "friends of the court", may also file briefs. The court holds two-week oral argument sessions each month from October through April. Each side has thirty minutes to present its argument (the court may choose to give more time, although this is rare), and during that time, the justices may interrupt the advocate and ask questions. In 2019, the court adopted a rule generally allowing advocates to speak uninterrupted for the first two minutes of their argument. The petitioner gives the first presentation, and may reserve some time to rebut the respondent's arguments after the respondent has concluded. Amici curiae may also present oral argument on behalf of one party if that party agrees. The court advises counsel to assume that the justices are familiar with and have read the briefs filed in a case.
=== Supreme Court bar ===
In order to plead before the court, an attorney must first be admitted to the court's bar. Approximately 4,000 lawyers join the bar each year. The bar contains an estimated 230,000 members. In reality, pleading is limited to several hundred attorneys. The rest join for a one-time fee of $200, earning the court about $750,000 annually. Attorneys can be admitted as either individuals or as groups. The group admission is held before the current justices of the Supreme Court, wherein the chief justice approves a motion to admit the new attorneys. Lawyers commonly apply for the cosmetic value of a certificate to display in their office or on their resume. They also receive access to better seating if they wish to attend an oral argument. Members of the Supreme Court Bar are also granted access to the collections of the Supreme Court Library.
=== Decision ===
At the conclusion of oral argument, the case is submitted for decision. Cases are decided by majority vote of the justices. After the oral argument is concluded, usually in the same week as the case was submitted, the justices retire to another conference at which the preliminary votes are tallied and the court sees which side has prevailed. One of the justices in the majority is then assigned to write the court's opinion, also known as the "majority opinion", an assignment made by the most senior justice in the majority, with the chief justice always being considered the most senior. Drafts of the court's opinion circulate among the justices until the court is prepared to announce the judgment in a particular case.Justices are free to change their votes on a case up until the decision is finalized and published. In any given case, a justice is free to choose whether or not to author an opinion or else simply join the majority or another justice's opinion. There are several primary types of opinions:
Opinion of the court: this is the binding decision of the Supreme Court. An opinion that more than half of the justices join (usually at least five justices, since there are nine justices in total; but in cases where some justices do not participate it could be fewer) is known as "majority opinion" and creates binding precedent in American law. Whereas an opinion that fewer than half of the justices join is known as a "plurality opinion" and is only partially binding precedent.
Concurring: a justice agrees with and joins the majority opinion but authors a separate concurrence to give additional explanations, rationales, or commentary. Concurrences do not create binding precedent.
Concurring in the judgment: a justice agrees with the outcome the court reached but disagrees with its reasons for doing so. A justice in this situation does not join the majority opinion. Like regular concurrences, these do not create binding precedent.
Dissent: a justice disagrees with the outcome the court reached and its reasoning. Justices who dissent from a decision may author their own dissenting opinions or, if there are multiple dissenting justices in a decision, may join another justice's dissent. Dissents do not create binding precedent. A justice may also join only part(s) of a particular decision, and may even agree with some parts of the outcome and disagree with others.It is the court's practice to issue decisions in all cases argued in a particular term by the end of that term. Within that term, the court is under no obligation to release a decision within any set time after oral argument. Since recording devices are banned inside the courtroom of the Supreme Court Building, the delivery of the decision to the media is done via paper copies and is known as the "Running of the Interns".It is possible that through recusals or vacancies the court divides evenly on a case. If that occurs, then the decision of the court below is affirmed, but does not establish binding precedent. In effect, it results in a return to the status quo ante. For a case to be heard, there must be a quorum of at least six justices. If a quorum is not available to hear a case and a majority of qualified justices believes that the case cannot be heard and determined in the next term, then the judgment of the court below is affirmed as if the court had been evenly divided. For cases brought to the Supreme Court by direct appeal from a United States District Court, the chief justice may order the case remanded to the appropriate U.S. Court of Appeals for a final decision there. This has only occurred once in U.S. history, in the case of United States v. Alcoa (1945).
=== Published opinions ===
The court's opinions are published in three stages. First, a slip opinion is made available on the court's web site and through other outlets. Next, several opinions and lists of the court's orders are bound together in paperback form, called a preliminary print of United States Reports, the official series of books in which the final version of the court's opinions appears. About a year after the preliminary prints are issued, a final bound volume of U.S. Reports is issued by the Reporter of Decisions. The individual volumes of U.S. Reports are numbered so that users may cite this set of reports (or a competing version published by another commercial legal publisher but containing parallel citations) to allow those who read their pleadings and other briefs to find the cases quickly and easily. As of January 2019, there are:
Final bound volumes of U.S. Reports: 569 volumes, covering cases through June 13, 2013 (part of the October 2012 term).
Slip opinions: 21 volumes (565–585 for 2011–2017 terms, three two-part volumes each), plus part 1 of volume 586 (2018 term).As of March 2012, the U.S. Reports have published a total of 30,161 Supreme Court opinions, covering the decisions handed down from February 1790 to March 2012. This figure does not reflect the number of cases the court has taken up, as several cases can be addressed by a single opinion (see, for example, Parents v. Seattle, where Meredith v. Jefferson County Board of Education was also decided in the same opinion; by a similar logic, Miranda v. Arizona actually decided not only Miranda but also three other cases: Vignera v. New York, Westover v. United States, and California v. Stewart). A more unusual example is The Telephone Cases, which are a single set of interlinked opinions that take up the entire 126th volume of the U.S. Reports.
Opinions are also collected and published in two unofficial, parallel reporters: Supreme Court Reporter, published by West (now a part of Thomson Reuters), and United States Supreme Court Reports, Lawyers' Edition (simply known as Lawyers' Edition), published by LexisNexis. In court documents, legal periodicals and other legal media, case citations generally contain cites from each of the three reporters; for example, citation to Citizens United v. Federal Election Commission is presented as Citizens United v. Federal Election Com'n, 585 U.S. 50, 130 S. Ct. 876, 175 L. Ed. 2d 753 (2010), with "S. Ct." representing the Supreme Court Reporter, and "L. Ed." representing the Lawyers' Edition.
==== Citations to published opinions ====
Lawyers use an abbreviated format to cite cases, in the form "vol U.S. page, pin (year)", where vol is the volume number, page is the page number on which the opinion begins, and year is the year in which the case was decided. Optionally, pin is used to "pinpoint" to a specific page number within the opinion. For instance, the citation for Roe v. Wade is 410 U.S. 113 (1973), which means the case was decided in 1973 and appears on page 113 of volume 410 of U.S. Reports. For opinions or orders that have not yet been published in the preliminary print, the volume and page numbers may be replaced with ___
== Institutional powers ==
The federal court system and the judicial authority to interpret the Constitution received little attention in the debates over the drafting and ratification of the Constitution. The power of judicial review, in fact, is nowhere mentioned in it. Over the ensuing years, the question of whether the power of judicial review was even intended by the drafters of the Constitution was quickly frustrated by the lack of evidence bearing on the question either way. Nevertheless, the power of judiciary to overturn laws and executive actions it determines are unlawful or unconstitutional is a well-established precedent. Many of the Founding Fathers accepted the notion of judicial review; in Federalist No. 78, Alexander Hamilton wrote: "A Constitution is, in fact, and must be regarded by the judges, as a fundamental law. It therefore belongs to them to ascertain its meaning, and the meaning of any particular act proceeding from the legislative body. If there should happen to be an irreconcilable variance between the two, that which has the superior obligation and validity ought, of course, to be preferred; or, in other words, the Constitution ought to be preferred to the statute."
The Supreme Court firmly established its power to declare laws unconstitutional in Marbury v. Madison (1803), consummating the American system of checks and balances. In explaining the power of judicial review, Chief Justice John Marshall stated that the authority to interpret the law was the particular province of the courts, part of the duty of the judicial department to say what the law is. His contention was not that the court had privileged insight into constitutional requirements, but that it was the constitutional duty of the judiciary, as well as the other branches of government, to read and obey the dictates of the Constitution.Since the founding of the republic, there has been a tension between the practice of judicial review and the democratic ideals of egalitarianism, self-government, self-determination and freedom of conscience. At one pole are those who view the federal judiciary and especially the Supreme Court as being "the most separated and least checked of all branches of government." Indeed, federal judges and justices on the Supreme Court are not required to stand for election by virtue of their tenure "during good behavior", and their pay may "not be diminished" while they hold their position (Section 1 of Article Three). Although subject to the process of impeachment, only one justice has ever been impeached and no Supreme Court justice has been removed from office. At the other pole are those who view the judiciary as the least dangerous branch, with little ability to resist the exhortations of the other branches of government.
=== Constraints ===
The Supreme Court cannot directly enforce its rulings; instead, it relies on respect for the Constitution and for the law for adherence to its judgments. One notable instance of nonacquiescence came in 1832, when the state of Georgia ignored the Supreme Court's decision in Worcester v. Georgia. President Andrew Jackson, who sided with the Georgia courts, is supposed to have remarked, "John Marshall has made his decision; now let him enforce it!" Some state governments in the South also resisted the desegregation of public schools after the 1954 judgment Brown v. Board of Education. More recently, many feared that President Nixon would refuse to comply with the court's order in United States v. Nixon (1974) to surrender the Watergate tapes. Nixon ultimately complied with the Supreme Court's ruling.Supreme Court decisions can be purposefully overturned by constitutional amendment, something that has happened on six occasions:
Chisholm v. Georgia (1793) – overturned by the Eleventh Amendment (1795)
Dred Scott v. Sandford (1857) – overturned by the Thirteenth Amendment (1865) and the Fourteenth Amendment (1868)
Pollock v. Farmers' Loan & Trust Co. (1895) – overturned by the Sixteenth Amendment (1913)
Minor v. Happersett (1875) – overturned by the Nineteenth Amendment (1920)
Breedlove v. Suttles (1937) – overturned by the Twenty-fourth Amendment (1964)
Oregon v. Mitchell (1970) – overturned by the Twenty-sixth Amendment (1971)When the court rules on matters involving the interpretation of laws rather than of the Constitution, simple legislative action can reverse the decisions (for example, in 2009 Congress passed the Lilly Ledbetter Fair Pay Act of 2009, superseding the limitations given in Ledbetter v. Goodyear Tire & Rubber Co. in 2007). Also, the Supreme Court is not immune from political and institutional consideration: lower federal courts and state courts sometimes resist doctrinal innovations, as do law enforcement officials.In addition, the other two branches can restrain the court through other mechanisms. Congress can increase the number of justices, giving the president power to influence future decisions by appointments (as in Roosevelt's Court Packing Plan discussed above). Congress can pass legislation that restricts the jurisdiction of the Supreme Court and other federal courts over certain topics and cases: this is suggested by language in Section 2 of Article Three, where the appellate jurisdiction is granted "with such Exceptions, and under such Regulations as the Congress shall make." The court sanctioned such congressional action in the Reconstruction Era case ex parte McCardle (1869), although it rejected Congress' power to dictate how particular cases must be decided in United States v. Klein (1871).
On the other hand, through its power of judicial review, the Supreme Court has defined the scope and nature of the powers and separation between the legislative and executive branches of the federal government; for example, in United States v. Curtiss-Wright Export Corp. (1936), Dames & Moore v. Regan (1981), and notably in Goldwater v. Carter (1979), which effectively gave the presidency the power to terminate ratified treaties without the consent of Congress. The court's decisions can also impose limitations on the scope of Executive authority, as in Humphrey's Executor v. United States (1935), the Steel Seizure Case (1952), and United States v. Nixon (1974).
== Law clerks ==
Each Supreme Court justice hires several law clerks to review petitions for writ of certiorari, research them, prepare bench memorandums, and draft opinions. Associate justices are allowed four clerks. The chief justice is allowed five clerks, but Chief Justice Rehnquist hired only three per year, and Chief Justice Roberts usually hires only four. Generally, law clerks serve a term of one to two years.
The first law clerk was hired by Associate Justice Horace Gray in 1882. Oliver Wendell Holmes Jr. and Louis Brandeis were the first Supreme Court justices to use recent law school graduates as clerks, rather than hiring "a stenographer-secretary." Most law clerks are recent law school graduates.
The first female clerk was Lucile Lomen, hired in 1944 by Justice William O. Douglas. The first African-American, William T. Coleman Jr., was hired in 1948 by Justice Felix Frankfurter. A disproportionately large number of law clerks have obtained law degrees from elite law schools, especially Harvard, Yale, the University of Chicago, Columbia, and Stanford. From 1882 to 1940, 62% of law clerks were graduates of Harvard Law School. Those chosen to be Supreme Court law clerks usually have graduated in the top of their law school class and were often an editor of the law review or a member of the moot court board. By the mid-1970s, clerking previously for a judge in a federal court of appeals had also become a prerequisite to clerking for a Supreme Court justice.
Ten Supreme Court justices previously clerked for other justices: Byron White for Frederick M. Vinson, John Paul Stevens for Wiley Rutledge, William Rehnquist for Robert H. Jackson, Stephen Breyer for Arthur Goldberg, John Roberts for William Rehnquist, Elena Kagan for Thurgood Marshall, Neil Gorsuch for both Byron White and Anthony Kennedy, Brett Kavanaugh also for Kennedy, Amy Coney Barrett for Antonin Scalia, and Ketanji Brown Jackson for Stephen Breyer. Justices Gorsuch and Kavanaugh served under Kennedy during the same term. Gorsuch is the first justice to clerk for and subsequently serve alongside the same justice, serving alongside Kennedy from April 2017 through Kennedy's retirement in 2018. With the confirmation of Justice Kavanaugh, for the first time a majority of the Supreme Court was composed of former Supreme Court law clerks (Roberts, Breyer, Kagan, Gorsuch and Kavanaugh, now joined by Barrett and Jackson).
Several current Supreme Court justices have also clerked in the federal courts of appeals: John Roberts for Judge Henry Friendly of the United States Court of Appeals for the Second Circuit, Justice Samuel Alito for Judge Leonard I. Garth of the United States Court of Appeals for the Third Circuit, Elena Kagan for Judge Abner J. Mikva of the United States Court of Appeals for the District of Columbia Circuit, Neil Gorsuch for Judge David B. Sentelle of the United States Court of Appeals for the District of Columbia, Brett Kavanaugh for Judge Walter Stapleton of the United States Court of Appeals for the Third Circuit and Judge Alex Kozinski of the United States Court of Appeals for the Ninth Circuit, and Amy Coney Barrett for Judge Laurence Silberman of the U.S. Court of Appeals for the D.C. Circuit.
=== Politicization of the court ===
Clerks hired by each of the justices of the Supreme Court are often given considerable leeway in the opinions they draft. "Supreme Court clerkship appeared to be a nonpartisan institution from the 1940s into the 1980s," according to a study published in 2009 by the law review of Vanderbilt University Law School. "As law has moved closer to mere politics, political affiliations have naturally and predictably become proxies for the different political agendas that have been pressed in and through the courts," former federal court of appeals judge J. Michael Luttig said. David J. Garrow, professor of history at the University of Cambridge, stated that the court had thus begun to mirror the political branches of government. "We are getting a composition of the clerk workforce that is getting to be like the House of Representatives," Professor Garrow said. "Each side is putting forward only ideological purists."According to the Vanderbilt Law Review study, this politicized hiring trend reinforces the impression that the Supreme Court is "a superlegislature responding to ideological arguments rather than a legal institution responding to concerns grounded in the rule of law." A poll conducted in June 2012 by The New York Times and CBS News showed just 44% of Americans approve of the job the Supreme Court is doing. Three-quarters said justices' decisions are sometimes influenced by their political or personal views. One study, using four-year panel data, found that public opinion of the Supreme Court was highly stable over time. In 2023 a Gallup poll found that trust in the Supreme Court was at a historic low of 47%, the previous lowest rating was 53%.
== Criticism and controversies ==
The Supreme Court has been the object of criticisms and controversies on a range of issues. Among them:
=== Democratic backsliding ===
Thomas Keck argues that the Supreme Court has rarely provided an effective check against democratic abuses, especially at five major constitutional crises throughout US history, and finds signs that the Roberts Court seems to play an even more damaging role than most of its predecessors in undermining American democracy. He contends that Americans may already have permanent minority rule, but that a win for the independent state legislature theory in Moore v. Harper would confirm the need for court packing to try to save American democracy (however, the court eventually rejected the independent state legislature theory). Aziz Z. Huq argues that by blocking progress of democratizing institutions, increasing the disparity in wealth and power, and empowering an authoritarian white nationalist movement, that the Supreme Court has already created a "permanent minority" that is incapable of democratic defeat.
=== Ethics ===
Ethical controversies continue to mount with revelations of justices (and their close family members) accepting expensive gifts, travel, business deals, and speaking fees without oversight or recusals from cases that present conflicts of interest. Spousal income and connections to cases is additionally redacted from the Justices' ethical disclosure forms while justices, such as Clarence Thomas, failed to disclose many large financial gifts including a free vacation worth $500,000. In 2016, Stephen Spaulding, the legal director at Common Cause, commented, "there are fair questions raised by some of these trips about their commitment to being impartial."Subsequent to news reports in the summer of 2022 of undue influence through donations to the Supreme Court Historical Society, the House Committee on the Judiciary convened a hearing to determine covert activity and influence on SCOTUS members by the Faith and Action (now Faith and Liberty) group, entitled "Undue Influence: Operation Higher Court and Politicking at SCOTUS", at which the chief counsel for the watchdog group Citizens for Responsibility and Ethics in Washington (CREW), testified to the inherent danger of wealthy activists accessing and influencing justices, noting that Supreme Court justices are not subject to the gift bans applied to lower court judges, so that justices are "accepting gifts based on whether they choose to accept them or not".
=== Increasing partisanship ===
Unlike constitutional courts in most democracies and contrary to the ideal taught in civics classes, the U.S. Supreme Court appears to be an increasingly partisan institution. The partisan refusal to act on the nomination of Merrick Garland, citing a presidential election that was eight months away, together with the same partisan majority expediting the nomination of Amy Coney Barrett held less than 2 months before the 2020 presidential election four years later, showed that the Senate deems the institution to be of partisan importance. Further evidence of partisanship can be found in the sinking confidence ratings for the Court among Independents (25%) and Democrats (13%) in the 2022 Gallup poll. Lastly, FiveThirtyEight found the number of unanimous decisions dropped from the 20-year average of nearly 50% to nearly 30% in 2021 while party-line rulings increased from a 60-year average just above zero to a record high 21%.
=== Individual rights ===
Court decisions have been criticized for failing to protect individual rights: the Dred Scott (1857) decision upheld slavery; Plessy v. Ferguson (1896) upheld segregation under the doctrine of separate but equal; Kelo v. City of New London (2005) was criticized by prominent politicians, including New Jersey governor Jon Corzine, as undermining property rights. Some critics suggest the 2009 bench with a conservative majority has "become increasingly hostile to voters" by siding with Indiana's voter identification laws which tend to "disenfranchise large numbers of people without driver's licenses, especially poor and minority voters", according to one report. Senator Al Franken criticized the court for "eroding individual rights." However, others argue that the court is too protective of some individual rights, particularly those of people accused of crimes or in detention. For example, Chief Justice Warren Burger was an outspoken critic of the exclusionary rule, and Justice Scalia criticized the court's decision in Boumediene v. Bush for being too protective of the rights of Guantanamo detainees, on the grounds that habeas corpus was "limited" to sovereign territory.
=== Judicial activism ===
The Supreme Court has been criticized for not keeping within Constitutional bounds by engaging in judicial activism, rather than merely interpreting law and exercising judicial restraint. Claims of judicial activism are not confined to any particular ideology. An often cited example of conservative judicial activism is the 1905 decision in Lochner v. New York, which has been criticized by many prominent thinkers, including Robert Bork, Justice Antonin Scalia, and Chief Justice John Roberts, and which was reversed in the 1930s.An often cited example of liberal judicial activism is Roe v. Wade (1973), which legalized abortion on the basis of the "right to privacy" inferred from the Fourteenth Amendment, a reasoning that some critics argued was circuitous, and the case was overturned by Dobbs v. Jackson (2022). Legal scholars, justices, and presidential candidates have criticized the Roe decision.
The progressive Brown v. Board of Education decision banning racial segregation in public schools has been criticized by conservatives such as Patrick Buchanan, former associate justice nominee and solicitor general Robert Bork and former presidential contender Barry Goldwater.More recently, Citizens United v. Federal Election Commission was criticized for expanding upon the precedent in First National Bank of Boston v. Bellotti (1978) that the First Amendment applies to corporations. President Abraham Lincoln warned, referring to the Dred Scott decision, that if government policy became "irrevocably fixed by decisions of the Supreme Court... the people will have ceased to be their own rulers." Former justice Thurgood Marshall justified judicial activism with these words: "You do what you think is right and let the law catch up."During different historical periods, the court has leaned in different directions. Critics from both sides complain that activist judges abandon the Constitution and substitute their own views instead. Critics include writers such as Andrew Napolitano, Phyllis Schlafly, Mark R. Levin, Mark I. Sutherland, and James MacGregor Burns. Past presidents from both parties have attacked judicial activism, including Franklin D. Roosevelt, Richard Nixon, and Ronald Reagan. Failed Supreme Court nominee Robert Bork wrote: "What judges have wrought is a coup d'état,– slow-moving and genteel, but a coup d'état nonetheless." Brian Leiter wrote that "Given the complexity of the law and the complexity involved in saying what really happened in a given dispute, all judges, and especially those on the Supreme Court, often have to exercise a quasi-legislative power", and "Supreme Court nominations are controversial because the court is a super-legislature, and because its moral and political judgments are controversial."
=== Judicial interference in political disputes ===
Some Court decisions have been criticized for injecting the court into the political arena, and deciding questions that are the purview of the other two branches of government. The Bush v. Gore decision, in which the Supreme Court intervened in the 2000 presidential election and effectively chose George W. Bush over Al Gore, has been criticized extensively, particularly by liberals. Another example are Court decisions on apportionment and re-districting: in Baker v. Carr, the court decided it could rule on apportionment questions; Justice Frankfurter in a "scathing dissent" argued against the court wading into so-called political questions.
=== Lack of accountability ===
The ethics rules guiding the court's members are set and enforced by the justices, meaning the members of the court have no external checks on their behavior other than the impeachment of a justice by Congress. Chief Justice Roberts refused to testify before the Senate Judiciary Committee in April 2023, reasserting his desire for the Supreme Court to continue to monitor itself despite mounting ethics scandals. Lower courts, by contrast, discipline according to the 1973 Code of Conduct for U.S. judges which is enforced by the Judicial Conduct and Disability Act of 1980. The lack of external enforcement of ethics or other conduct violations makes the Supreme Court an outlier in modern organizational best-practices.
=== Lifetime tenure ===
Critic Larry Sabato wrote: "The insularity of lifetime tenure, combined with the appointments of relatively young attorneys who give long service on the bench, produces senior judges representing the views of past generations better than views of the current day." Sanford Levinson has been critical of justices who stayed in office despite medical deterioration based on longevity. James MacGregor Burns stated lifelong tenure has "produced a critical time lag, with the Supreme Court institutionally almost always behind the times." Proposals to solve these problems include term limits for justices, as proposed by Levinson and Sabato and a mandatory retirement age proposed by Richard Epstein, among others. However, others suggest lifetime tenure brings substantial benefits, such as impartiality and freedom from political pressure. Alexander Hamilton in Federalist 78 wrote "nothing can contribute so much to its firmness and independence as permanency in office."
=== Not choosing enough cases to review ===
Senator Arlen Specter said the court should "decide more cases"; on the other hand, although Justice Scalia acknowledged in a 2009 interview that the number of cases that the court heard then was smaller than when he first joined the Supreme Court, he also stated that he had not changed his standards for deciding whether to review a case, nor did he believe his colleagues had changed their standards. He attributed the high volume of cases in the late 1980s, at least in part, to an earlier flurry of new federal legislation that was making its way through the courts.
=== Power excess ===
This criticism is related to complaints about judicial activism. George Will wrote that the court has an "increasingly central role in American governance." It was criticized for intervening in bankruptcy proceedings regarding ailing carmaker Chrysler Corporation in 2009. A reporter wrote that "Justice Ruth Bader Ginsburg's intervention in the Chrysler bankruptcy" left open the "possibility of further judicial review" but argued overall that the intervention was a proper use of Supreme Court power to check the executive branch. Warren E. Burger, before becoming Chief Justice, argued that since the Supreme Court has such "unreviewable power", it is likely to "self-indulge itself", and unlikely to "engage in dispassionate analysis." Larry Sabato wrote "excessive authority has accrued to the federal courts, especially the Supreme Court."The 2021–2022 term of the court was the first full term following the appointment of three judges by Republican president Donald Trump — Neil Gorsuch, Brett Kavanaugh, and Amy Coney Barrett — which created a six-strong conservative majority on the court. Subsequently, at the end of the term, the court issued a number of decisions that favored this conservative majority while significantly changing the landscape with respect to rights. These included Dobbs v. Jackson Women's Health Organization which overturned Roe v. Wade and Planned Parenthood v. Casey in recognizing abortion is not a constitutional right, New York State Rifle & Pistol Association, Inc. v. Bruen which made public possession of guns a protected right under the Second Amendment, Carson v. Makin and Kennedy v. Bremerton School District which both weakened the Establishment Clause separating church and state, and West Virginia v. EPA which weakened the power of executive branch agencies to interpret their congressional mandate. Several observers considered this a shift of government power into the Supreme Court, and a "judicial coup" by some members of Congress including Representative Alexandria Ocasio-Cortez, urging action to reform the Supreme Court.
=== Secretive proceedings ===
The court has been criticized for keeping its deliberations hidden from public view. For example, the increasing use of a 'shadow docket' facilitates the court making decisions in secret without hearing oral arguments or giving an explanation regarding its ruling. According to a review of Jeffrey Toobin's 2007 book The Nine: Inside the Secret World of the Supreme Court; "Its inner workings are difficult for reporters to cover, like a closed 'cartel', only revealing itself through 'public events and printed releases, with nothing about its inner workings.'" The reviewer writes: "few (reporters) dig deeply into court affairs. It all works very neatly; the only ones hurt are the American people, who know little about nine individuals with enormous power over their lives." A Fairleigh Dickinson University poll conducted in 2010 found that 61% of American voters agreed that televising Court hearings would "be good for democracy", and 50% of voters stated they would watch Court proceedings if they were televised.
=== Selection biases ===
The electoral college (which elects the President who nominates the justices) and the US Senate which confirms the justices, both have biases that, for example, currently favor Republicans, making it likely those biases have been transferred to what was in 2018, the most conservative Supreme Court since FDR's first term.In addition, the Federalist Society acted as a filter for judicial nominations during the Trump administration, ensuring the latest conservative justices lean even further to the right. David Litt critiques it as "an attempt to impose rigid ideological dogma on a profession once known for intellectual freedom."
=== State vs. federal power debate ===
There has been debate throughout American history about the boundary between federal and state power. While Framers such as James Madison and Alexander Hamilton argued in The Federalist Papers that their then-proposed Constitution would not infringe on the power of state governments, others argue that expansive federal power is good and consistent with the Framers' wishes. The Tenth Amendment to the United States Constitution explicitly grants "powers not delegated to the United States by the Constitution, nor prohibited by it to the States, are reserved to the States respectively, or to the people."
The court has been criticized for giving the federal government too much power to interfere with state authority. One criticism is that it has allowed the federal government to misuse the Commerce Clause by upholding regulations and legislation which have little to do with interstate commerce, but that were enacted under the guise of regulating interstate commerce; and by voiding state legislation for allegedly interfering with interstate commerce. For example, the Commerce Clause was used by the Fifth Circuit Court of Appeals to uphold the Endangered Species Act, thus protecting six endemic species of insect near Austin, Texas, despite the fact that the insects had no commercial value and did not travel across state lines; the Supreme Court let that ruling stand without comment in 2005. Chief Justice John Marshall asserted Congress's power over interstate commerce was "complete in itself, may be exercised to its utmost extent, and acknowledges no limitations, other than are prescribed in the Constitution." Justice Alito said congressional authority under the Commerce Clause is "quite broad"; modern-day theorist Robert B. Reich suggests debate over the Commerce Clause continues today.Advocates of states' rights such as constitutional scholar Kevin Gutzman have also criticized the court, saying it has misused the Fourteenth Amendment to undermine state authority. Justice Brandeis, in arguing for allowing the states to operate without federal interference, suggested that states should be laboratories of democracy. One critic wrote "the great majority of Supreme Court rulings of unconstitutionality involve state, not federal, law." Others see the Fourteenth Amendment as a positive force that extends "protection of those rights and guarantees to the state level." More recently, the issue of federal power is central in the prosecution of Gamble v. United States, which is examining the doctrine of "separate sovereigns", whereby a criminal defendant can be prosecuted by a state court and then by a federal court.
=== Too slow ===
British constitutional scholar Adam Tomkins sees flaws in the American system of having courts (and specifically the Supreme Court) act as checks on the Executive and Legislative branches; he argues that because the courts must wait, sometimes for years, for cases to navigate their way through the system, their ability to restrain other branches is severely weakened. In contrast, various other countries have a dedicated constitutional court that has original jurisdiction on constitutional claims brought by persons or political institutions; for example, the Federal Constitutional Court of Germany, which can declare a law unconstitutional when challenged.
=== Too small ===
The U.S. Supreme Court is the smallest (9 justices) of any major nation and could be expanded without a constitutional amendment. Some have argued that 9 justices is too small a number to represent the perspectives of more than 300 million people, and that the number of seats on the Supreme Court should be expanded, with Jonathan Turley advocating for 19 justices.
== See also ==
Judicial appointment history for United States federal courts
List of courts which publish audio or video of arguments
List of presidents of the United States by judicial appointments
Lists of United States Supreme Court cases
List of supreme courts by country
List of pending United States Supreme Court cases
Oyez Project
Reporter of Decisions of the Supreme Court of the United States
=== Selected landmark Supreme Court decisions ===
== References ==
=== Bibliography ===
== Further reading ==
== External links ==
Official website
Supreme Court decisions from World Legal Information Institution (contains no advertisements)
Supreme Court Collection from the Legal Information Institute
Supreme Court Opinions from FindLaw
U.S. Supreme Court Decisions (v. 1+) from Justia, Oyez and U.S. Court Forms
Supreme Court Records and Briefs from Cornell Law Library
Milestone Cases in Supreme Court History from InfoPlease
Supreme Court Nominations, present–1789
Scales of Justice: The History of Supreme Court Nominations – radio program explores history of appointments and confirmations
Supreme Court Historical Society
Complete/Searchable 1991–2004 Opinions and Orders
The Supreme Court Database A research database with information about cases from 1946 to 2011
The Oyez Project – audio recordings of oral arguments
U.S. Supreme Court collected news and commentary at The New York Times
U.S. Supreme Court collected news and commentary at The Washington Post
C-SPAN's The Supreme Court: Home to America's Highest Court
Supreme Court Briefs Hosted by the American Bar Association
Works by Supreme Court of the United States at Project Gutenberg
Works by or about Supreme Court of the United States at Internet Archive
Works by Supreme Court of the United States at LibriVox (public domain audiobooks)
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Cyprus
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Cyprus ( SY-prəss), officially the Republic of Cyprus, is an island country located in the eastern Mediterranean Sea. It is geographically in West Asia, but culturally and geopolitically Southeast European. Cyprus is the third-largest and third-most populous island in the Mediterranean. It is located north of Egypt, east of Greece, south of Turkey, and west of Lebanon and Syria. It borders the United Kingdom in its military bases in the British Overseas Territory of Akrotiri and Dhekelia and the UN buffer zone that separates it from the northeast portion of the island is governed by the Northern Cyprus, a de facto state recognised only by Turkey. Its capital and largest city is Nicosia.
The earliest known human activity on the island dates to around the 10th millennium BC; it is home to some of the oldest water wells in the world. Cyprus was settled by Mycenaean Greeks in two distinct waves in the 2nd millennium BC, which left a lasting impact on the island's culture, language, and architecture; archaeological remains include well-preserved ruins such as Salamis and Kourion. As a strategic location in the Eastern Mediterranean, Cyprus has been contested and occupied by various powers since antiquity; it was successively ruled by the Assyrians, Egyptians, and Persians before Alexander the Great seized it in 333 BC. Cyprus subsequently formed part of the Ptolemaic Kingdom until it was annexed by Rome in 58 BC. It remained part of the Eastern Roman Empire for the next thousand years, albeit intermittingly coming under Arab control, sometimes jointly with the Romans. The French Lusignan dynasty took control of the island during the Third Crusade of the late 12th century, succeeded by the Venetians in the late 15th century, from whom Cyprus was subsequently conquered by the Ottomans in 1571.
The Ottoman period saw major demographic, political, and cultural changes, including the emergence of nascent Greek nationalism. Cyprus was secretly placed under the United Kingdom's administration based on the Cyprus Convention of 1878, and was formally annexed by the U.K. in 1914. During British rule, the future of Cyprus became a matter of disagreement between the island's inhabitants: The Greek Cypriot majority, which comprised 77% of the total population, sought union with Greece (Enosis), while the Turkish Cypriot minority of 18% initially favoured British rule and later the partition of Cyprus.Following an armed campaign in the 1950s, Cyprus was granted independence in 1960. The crisis of 1963–64, which escalated intercommunal violence between Greeks and Turks, resulted in the displacement of more than 25,000 Turkish Cypriots into enclaves: 56–59 and led to the withdrawal of Turkish Cypriots from government and other state institutions. On 15 July 1974, a coup d'état was staged by Greek dictator Dimitrios Ioannidis with the support of Greek Cypriot ultranationalists and mutineers in the Cypriot National Guard, in an attempt at enosis; this action precipitated the Turkish invasion of the island on 20 July, which displaced over 150,000 Greek Cypriots and 50,000 Turkish Cypriots. The military occupation of Northern Cyprus culminated in the establishment of a separate Turkish Cypriot state by unilateral declaration in 1983; the move was widely condemned by the international community, with Turkey alone recognising the new state. These events and the resulting political situation are matters of continuing dispute.
Today, the Republic of Cyprus is a democracy with an advanced, high-income economy and a very high Human Development Index. It has been a member of the Commonwealth since 1961 and was a founding member of the Non-Aligned Movement until joining the European Union in 2004, adopting the euro in 2008. Owing to its climate, scenic beauty, and cultural heritage, Cyprus is a major tourist destination in the Mediterranean.
== Etymology ==
The earliest attested reference to Cyprus is the 15th century BC Mycenaean Greek 𐀓𐀠𐀪𐀍, ku-pi-ri-jo, meaning "Cypriot" (Greek: Κύπριος), written in Linear B syllabic script.
The classical Greek form of the name is Κύπρος (Kýpros).
The etymology of the name is unknown.
Suggestions include:
the Greek word for the Mediterranean cypress tree (Cupressus sempervirens), κυπάρισσος (kypárissos)
the Greek name of the henna tree (Lawsonia alba), κύπρος (kýpros)
an Eteocypriot word for copper. It has been suggested, for example, that it has roots in the Sumerian word for copper (zubar) or for bronze (kubar), from the large deposits of copper ore found on the island.Through overseas trade, the island has given its name to the Classical Latin word for copper through the phrase aes Cyprium, "metal of Cyprus", later shortened to Cuprum.The standard demonym relating to Cyprus or its people or culture is Cypriot. The terms Cypriote and Cyprian (later a personal name) are also used, though less frequently.
The state's official name in Greek literally translates to "Cypriot Republic" in English, but this translation is not used officially; "Republic of Cyprus" is used instead.
== History ==
=== Prehistoric and Ancient Cyprus ===
The earliest confirmed site of human activity on Cyprus is Aetokremnos, situated on the south coast, indicating that hunter-gatherers were active on the island from around 10,000 BC, with settled village communities dating from 8200 BC. The arrival of the first humans correlates with the extinction of the 75 cm high Cyprus dwarf hippopotamus and 1 metre tall Cyprus dwarf elephant, the only large mammals native to the island. Water wells discovered by archaeologists in western Cyprus are believed to be among the oldest in the world, dated at 9,000 to 10,500 years old.Remains of an 8-month-old cat were discovered buried with a human body at a separate Neolithic site in Cyprus. The grave is estimated to be 9,500 years old (7500 BC), predating ancient Egyptian civilisation and pushing back the earliest known feline-human association significantly. The remarkably well-preserved Neolithic village of Khirokitia is a UNESCO World Heritage Site, dating to approximately 6800 BC.
During the Late Bronze Age, the island experienced two waves of Greek settlement. The first wave consisted of Mycenaean Greek traders, who started visiting Cyprus around 1400 BC. A major wave of Greek settlement is believed to have taken place following the Late Bronze Age collapse of Mycenaean Greece from 1100 to 1050 BC, with the island's predominantly Greek character dating from this period. The first recorded name of a Cypriot king is Kushmeshusha, as appears on letters sent to Ugarit in the 13th century BCE. Cyprus occupies an important role in Greek mythology, being the birthplace of Aphrodite and Adonis, and home to King Cinyras, Teucer and Pygmalion. Literary evidence suggests an early Phoenician presence at Kition, which was under Tyrian rule at the beginning of the 10th century BC. Some Phoenician merchants who were believed to come from Tyre colonised the area and expanded the political influence of Kition. After c. 850 BC, the sanctuaries [at the Kathari site] were rebuilt and reused by the Phoenicians.Cyprus is at a strategic location in the Middle East. It was ruled by the Neo-Assyrian Empire for a century starting in 708 BC, before a brief spell under Egyptian rule and eventually Achaemenid rule in 545 BC. The Cypriots, led by Onesilus, king of Salamis, joined their fellow Greeks in the Ionian cities during the unsuccessful Ionian Revolt in 499 BC against the Achaemenids. The revolt was suppressed, but Cyprus managed to maintain a high degree of autonomy and remained inclined towards the Greek world.
During the whole period of the Persian rule, there is a continuity in the reign of the Cypriot kings and during their rebellions they were crushed by Persian rulers from Asia Minor, which is an indication that the Cypriots were ruling the island with directly regulated relations with the Great King and there wasn't a Persian satrap. The Kingdoms of Cyprus enjoyed special privileges and a semi-autonomous status, but they were still considered vassal subjects of the Great King.The island was conquered by Alexander the Great in 333 BC and Cypriot navy helped Alexander during the siege of Tyre (332 BC). Cypriot fleet were also sent to help Amphoterus. In addition, Alexander had two Cypriot generals Stasander and Stasanor both from the Soli and later both became satraps in Alexander's empire.
Following Alexander's death, the division of his empire, and the subsequent Wars of the Diadochi, Cyprus became part of the Hellenistic empire of Ptolemaic Egypt. It was during this period that the island was fully Hellenized. In 58 BC Cyprus was acquired by the Roman Republic.
=== Roman Cyprus ===
=== Middle Ages ===
When the Roman Empire was divided into Eastern and Western parts in 286, Cyprus became part of the East Roman Empire (also called the Byzantine Empire), and would remain so for some 900 years. Under Byzantine rule, the Greek orientation that had been prominent since antiquity developed the strong Hellenistic-Christian character that continues to be a hallmark of the Greek Cypriot community.Beginning in 649, Cyprus endured several attacks and raids launched by Umayyad Caliphate. Many were quick piratical raids, but others were large-scale attacks in which many Cypriots were slaughtered and great wealth carried off or destroyed. In 680, Emperor Justinian II and Caliph Abd al-Malik agreed to jointly rule Cyprus as a condominium, which would continue for the next 300 years. There are no Byzantine churches which survive from this period; thousands of people were killed, and many cities – such as Salamis – were destroyed and never rebuilt. Byzantine rule was restored in 965, when Emperor Nikephoros II Phokas scored decisive victories on land and sea.In 1156 Raynald of Châtillon and Thoros II of Armenia brutally sacked Cyprus over a period of three weeks, stealing so much plunder and capturing so many of the leading citizens and their families for ransom, that the island took generations to recover. Several Greek priests were mutilated and sent away to Constantinople.In 1185 Isaac Komnenos, a member of the Byzantine imperial family, took over Cyprus and declared it independent of the Empire. In 1191, during the Third Crusade, Richard I of England captured the island from Isaac. He used it as a major supply base that was relatively safe from the Saracens. A year later Richard sold the island to the Knights Templar, who, following a bloody revolt, in turn sold it to Guy of Lusignan. His brother and successor Aimery was recognised as King of Cyprus by Henry VI, Holy Roman Emperor.Following the death in 1473 of James II, the last Lusignan king, the Republic of Venice assumed control of the island, while the late king's Venetian widow, Queen Catherine Cornaro, reigned as figurehead. Venice formally annexed the Kingdom of Cyprus in 1489, following the abdication of Catherine. The Venetians fortified Nicosia by building the Walls of Nicosia, and used it as an important commercial hub. Throughout Venetian rule, the Ottoman Empire frequently raided Cyprus. In 1539 the Ottomans destroyed Limassol and so fearing the worst, the Venetians also fortified Famagusta and Kyrenia.Although the Lusignan French aristocracy remained the dominant social class in Cyprus throughout the medieval period, the former assumption that Greeks were treated only as serfs on the island is no longer considered by academics to be accurate. It is now accepted that the medieval period saw increasing numbers of Greek Cypriots elevated to the upper classes, a growing Greek middle ranks, and the Lusignan royal household even marrying Greeks. This included King John II of Cyprus who married Helena Palaiologina.
=== Cyprus under the Ottoman Empire ===
In 1570, a full-scale Ottoman assault with 60,000 troops brought the island under Ottoman control, despite stiff resistance by the inhabitants of Nicosia and Famagusta. Ottoman forces capturing Cyprus massacred many Greek and Armenian Christian inhabitants. The previous Latin elite were destroyed and the first significant demographic change since antiquity took place with the formation of a Muslim community. Soldiers who fought in the conquest settled on the island and Turkish peasants and craftsmen were brought to the island from Anatolia. This new community also included banished Anatolian tribes, "undesirable" persons and members of various "troublesome" Muslim sects, as well as a number of new converts on the island.
The Ottomans abolished the feudal system previously in place and applied the millet system to Cyprus, under which non-Muslim peoples were governed by their own religious authorities. In a reversal from the days of Latin rule, the head of the Church of Cyprus was invested as leader of the Greek Cypriot population and acted as mediator between Christian Greek Cypriots and the Ottoman authorities. This status ensured that the Church of Cyprus was in a position to end the constant encroachments of the Roman Catholic Church. Ottoman rule of Cyprus was at times indifferent, at times oppressive, depending on the temperaments of the sultans and local officials, and the island began over 250 years of economic decline.The ratio of Muslims to Christians fluctuated throughout the period of Ottoman domination. In 1777–78, 47,000 Muslims constituted a majority over the island's 37,000 Christians. By 1872, the population of the island had risen to 144,000, comprising 44,000 Muslims and 100,000 Christians. The Muslim population included numerous crypto-Christians, including the Linobambaki, a crypto-Catholic community that arose due to religious persecution of the Catholic community by the Ottoman authorities; this community would assimilate into the Turkish Cypriot community during British rule.As soon as the Greek War of Independence broke out in 1821, several Greek Cypriots left for Greece to join the Greek forces. In response, the Ottoman governor of Cyprus arrested and executed 486 prominent Greek Cypriots, including the Archbishop of Cyprus, Kyprianos, and four other bishops. In 1828, modern Greece's first president Ioannis Kapodistrias called for union of Cyprus with Greece, and numerous minor uprisings took place. Reaction to Ottoman misrule led to uprisings by both Greek and Turkish Cypriots, although none were successful. After centuries of neglect by the Ottoman Empire, the poverty of most of the people and the ever-present tax collectors fuelled Greek nationalism, and by the 20th century the idea of union with newly independent Greece was firmly rooted among Greek Cypriots.Under Ottoman rule, numeracy, school enrolment and literacy rates were all low. They persisted some time after Ottoman rule ended, and then increased rapidly during the twentieth century.
=== Cyprus under the British Empire ===
In the aftermath of the Russo-Turkish War (1877–1878) and the Congress of Berlin, Cyprus was leased to the British Empire which de facto took over its administration in 1878 (though, in terms of sovereignty, Cyprus remained a de jure Ottoman territory until 5 November 1914, together with Egypt and Sudan) in exchange for guarantees that Britain would use the island as a base to protect the Ottoman Empire against possible Russian aggression.
The island would serve Britain as a key military base for its colonial routes. By 1906, when the Famagusta harbour was completed, Cyprus was a strategic naval outpost overlooking the Suez Canal, the crucial main route to India which was then Britain's most important overseas possession. Following the outbreak of the First World War and the decision of the Ottoman Empire to join the war on the side of the Central Powers, on 5 November 1914 the British Empire formally annexed Cyprus and declared the Ottoman Khedivate of Egypt and Sudan a Sultanate and British protectorate.In 1915, Britain offered Cyprus to Greece, ruled by King Constantine I of Greece, on condition that Greece join the war on the side of the British. The offer was declined. In 1923, under the Treaty of Lausanne, the nascent Turkish republic relinquished any claim to Cyprus, and in 1925 it was declared a British crown colony. During the Second World War, many Greek and Turkish Cypriots enlisted in the Cyprus Regiment.
The Greek Cypriot population, meanwhile, had become hopeful that the British administration would lead to enosis. The idea of enosis was historically part of the Megali Idea, a greater political ambition of a Greek state encompassing the territories with large Greek populations in the former Ottoman Empire, including Cyprus and Asia Minor with a capital in Constantinople, and was actively pursued by the Cypriot Orthodox Church, which had its members educated in Greece. These religious officials, together with Greek military officers and professionals, some of whom still pursued the Megali Idea, would later found the guerrilla organisation EOKA (Ethniki Organosis Kyprion Agoniston or National Organisation of Cypriot Fighters). The Greek Cypriots viewed the island as historically Greek and believed that union with Greece was a natural right. In the 1950s, the pursuit of enosis became a part of the Greek national policy.
Initially, the Turkish Cypriots favoured the continuation of the British rule. However, they were alarmed by the Greek Cypriot calls for enosis, as they saw the union of Crete with Greece, which led to the exodus of Cretan Turks, as a precedent to be avoided, and they took a pro-partition stance in response to the militant activity of EOKA. The Turkish Cypriots also viewed themselves as a distinct ethnic group of the island and believed in their having a separate right to self-determination from Greek Cypriots. Meanwhile, in the 1950s, Turkish leader Menderes considered Cyprus an "extension of Anatolia", rejected the partition of Cyprus along ethnic lines and favoured the annexation of the whole island to Turkey. Nationalistic slogans centred on the idea that "Cyprus is Turkish" and the ruling party declared Cyprus to be a part of the Turkish homeland that was vital to its security. Upon realising that the fact that the Turkish Cypriot population was only 20% of the islanders made annexation unfeasible, the national policy was changed to favour partition. The slogan "Partition or Death" was frequently used in Turkish Cypriot and Turkish protests starting in the late 1950s and continuing throughout the 1960s. Although after the Zürich and London conferences Turkey seemed to accept the existence of the Cypriot state and to distance itself from its policy of favouring the partition of the island, the goal of the Turkish and Turkish Cypriot leaders remained that of creating an independent Turkish state in the northern part of the island.In January 1950, the Church of Cyprus organised a referendum under the supervision of clerics and with no Turkish Cypriot participation, where 96% of the participating Greek Cypriots voted in favour of enosis,: 9 The Greeks were 80.2% of the total island' s population at the time (census 1946). Restricted autonomy under a constitution was proposed by the British administration but eventually rejected. In 1955 the EOKA organisation was founded, seeking union with Greece through armed struggle. At the same time the Turkish Resistance Organisation (TMT), calling for Taksim, or partition, was established by the Turkish Cypriots as a counterweight. British officials also tolerated the creation of the Turkish underground organisation T.M.T. The Secretary of State for the Colonies in a letter dated 15 July 1958 had advised the Governor of Cyprus not to act against T.M.T despite its illegal actions so as not to harm British relations with the Turkish government.
=== Independence and inter-communal violence ===
Cyprus was placed under the United Kingdom's administration based on the Cyprus Convention in 1878 and was formally annexed by the UK in 1914. The future of the island became a matter of disagreement between the two prominent ethnic communities, Greek Cypriots, who made up 77% of the population in 1960, and Turkish Cypriots, who made up 18% of the population. From the 19th century onwards, the Greek Cypriot population pursued enosis, union with Greece, which became a Greek national policy in the 1950s. The Turkish Cypriot population initially advocated the continuation of the British rule, then demanded the annexation of the island to Turkey, and in the 1950s, together with Turkey, established a policy of taksim, the partition of Cyprus and the creation of a Turkish polity in the north.Following nationalist violence in the 1950s, Cyprus was granted independence in 1960. On 16 August 1960, Cyprus attained independence after the Zürich and London Agreement between the United Kingdom, Greece and Turkey. Cyprus had a total population of 573,566; of whom 442,138 (77.1%) were Greeks, 104,320 (18.2%) Turks, and 27,108 (4.7%) others. The UK retained the two Sovereign Base Areas of Akrotiri and Dhekelia, while government posts and public offices were allocated by ethnic quotas, giving the minority Turkish Cypriots a permanent veto, 30% in parliament and administration, and granting the three mother-states guarantor rights.
However, the division of power as foreseen by the constitution soon resulted in legal impasses and discontent on both sides, and nationalist militants started training again, with the military support of Greece and Turkey respectively. The Greek Cypriot leadership believed that the rights given to Turkish Cypriots under the 1960 constitution were too extensive and designed the Akritas plan, which was aimed at reforming the constitution in favour of Greek Cypriots, persuading the international community about the correctness of the changes and violently subjugating Turkish Cypriots in a few days should they not accept the plan. Tensions were heightened when Cypriot President Archbishop Makarios III called for constitutional changes, which were rejected by Turkey: 17–20 and opposed by Turkish Cypriots.Intercommunal violence erupted on 21 December 1963, when two Turkish Cypriots were killed at an incident involving the Greek Cypriot police. The violence resulted in the death of 364 Turkish and 174 Greek Cypriots, destruction of 109 Turkish Cypriot or mixed villages and displacement of 25,000–30,000 Turkish Cypriots. The crisis resulted in the end of the Turkish Cypriot involvement in the administration and their claiming that it had lost its legitimacy;: 56–59 the nature of this event is still controversial. In some areas, Greek Cypriots prevented Turkish Cypriots from travelling and entering government buildings, while some Turkish Cypriots willingly withdrew due to the calls of the Turkish Cypriot administration. Turkish Cypriots started living in enclaves. The republic's structure was changed, unilaterally, by Makarios, and Nicosia was divided by the Green Line, with the deployment of UNFICYP troops.: 56–59 In 1964, Turkey threatened to invade Cyprus in response to the continuing Cypriot intercommunal violence, but this was stopped by a strongly worded telegram from the US President Lyndon B. Johnson on 5 June, warning that the US would not stand beside Turkey in case of a consequential Soviet invasion of Turkish territory. Meanwhile, by 1964, enosis was a Greek policy and would not be abandoned; Makarios and the Greek prime minister Georgios Papandreou agreed that enosis should be the ultimate aim and King Constantine wished Cyprus "a speedy union with the mother country". Greece dispatched 10,000 troops to Cyprus to counter a possible Turkish invasion.The crisis of 1963–64 had brought further intercommunal violence between the two communities, displaced more than 25,000 Turkish Cypriots into enclaves: 56–59 and brought the end of Turkish Cypriot representation in the republic. On 15 July 1974, a coup d'état was staged by Greek Cypriot nationalists and elements of the Greek military junta in an attempt at enosis. This action precipitated the Turkish invasion of Cyprus on 20 July, which led to the capture of the present-day territory of Northern Cyprus and the displacement of over 150,000 Greek Cypriots and 50,000 Turkish Cypriots. A separate Turkish Cypriot state in the north was established by unilateral declaration in 1983; the move was widely condemned by the international community, with Turkey alone recognising the new state. These events and the resulting political situation are matters of a continuing dispute.
=== 1974 coup d'état, invasion, and division ===
On 15 July 1974, the Greek military junta under Dimitrios Ioannides carried out a coup d'état in Cyprus, to unite the island with Greece. The coup ousted president Makarios III and replaced him with pro-enosis nationalist Nikos Sampson. In response to the coup, five days later, on 20 July 1974, the Turkish army invaded the island, citing a right to intervene to restore the constitutional order from the 1960 Treaty of Guarantee. This justification has been rejected by the United Nations and the international community.The Turkish air force began bombing Greek positions in Cyprus, and hundreds of paratroopers were dropped in the area between Nicosia and Kyrenia, where well-armed Turkish Cypriot enclaves had been long-established; while off the Kyrenia coast, Turkish troop ships landed 6,000 men as well as tanks, trucks and armoured vehicles.Three days later, when a ceasefire had been agreed, Turkey had landed 30,000 troops on the island and captured Kyrenia, the corridor linking Kyrenia to Nicosia, and the Turkish Cypriot quarter of Nicosia itself. The junta in Athens, and then the Sampson regime in Cyprus fell from power. In Nicosia, Glafkos Clerides temporarily assumed the presidency. But after the peace negotiations in Geneva, the Turkish government reinforced their Kyrenia bridgehead and started a second invasion on 14 August. The invasion resulted in Morphou, Karpass, Famagusta and the Mesaoria coming under Turkish control.
International pressure led to a ceasefire, and by then 36% of the island had been taken over by the Turks and 180,000 Greek Cypriots had been evicted from their homes in the north. At the same time, around 50,000 Turkish Cypriots were displaced to the north and settled in the properties of the displaced Greek Cypriots. Among a variety of sanctions against Turkey, in mid-1975 the US Congress imposed an arms embargo on Turkey for using US-supplied equipment during the Turkish invasion of Cyprus in 1974. There were 1,534 Greek Cypriots and 502 Turkish Cypriots missing as a result of the fighting from 1963 to 1974.
The Republic of Cyprus has de jure sovereignty over the entire island, including its territorial waters and exclusive economic zone, with the exception of the Sovereign Base Areas of Akrotiri and Dhekelia, which remain under the UK's control according to the London and Zürich Agreements. However, the Republic of Cyprus is de facto partitioned into two main parts: the area under the effective control of the Republic, located in the south and west and comprising about 59% of the island's area, and the north, administered by the self-declared Turkish Republic of Northern Cyprus, covering about 36% of the island's area. Another nearly 4% of the island's area is covered by the UN buffer zone. The international community considers the northern part of the island to be territory of the Republic of Cyprus occupied by Turkish forces. The occupation is viewed as illegal under international law and amounting to illegal occupation of EU territory since Cyprus became a member of the European Union.
=== Post-division ===
After the restoration of constitutional order and the return of Archbishop Makarios III to Cyprus in December 1974, Turkish troops remained, occupying the northeastern portion of the island. In 1983, the Turkish Cypriot parliament, led by the Turkish Cypriot leader Rauf Denktaş, proclaimed the Turkish Republic of Northern Cyprus (TRNC), which is recognised only by Turkey.The events of the summer of 1974 dominate the politics on the island, as well as Greco-Turkish relations. Turkish settlers have been settled in the north with the encouragement of the Turkish and Turkish Cypriot states. The Republic of Cyprus considers their presence a violation of the Geneva Convention,: 56–59 whilst many Turkish settlers have since severed their ties to Turkey and their second generation considers Cyprus to be their homeland.
The Turkish invasion, the ensuing occupation and the declaration of independence by the TRNC have been condemned by United Nations resolutions, which are reaffirmed by the Security Council every year. Attempts to resolve the Cyprus dispute have continued. In 2004, the Annan Plan, drafted by the UN Secretary General Kofi Annan, was put to a referendum in both Northern Cyprus and the Cypriot Republic. 65% of Turkish Cypriots voted in support of the plan and 74% Greek Cypriots voted against the plan, claiming that it disproportionately favoured the Turkish side. In total, 66.7% of the voters rejected the Annan Plan.
On 1 May 2004 Cyprus joined the European Union, together with nine other countries. Cyprus was accepted into the EU as a whole, although the EU legislation is suspended in Northern Cyprus until a final settlement of the Cyprus problem.
Efforts have been made to enhance freedom of movement between the two sides. In April 2003, Northern Cyprus unilaterally eased border restrictions, permitting Cypriots to cross between the two sides for the first time in 30 years. In March 2008, a wall that had stood for decades at the boundary between the Republic of Cyprus and the UN buffer zone was demolished. The wall had cut across Ledra Street in the heart of Nicosia and was seen as a strong symbol of the island's 32-year division. On 3 April 2008, Ledra Street was reopened in the presence of Greek and Turkish Cypriot officials. North and South relaunched reunification talks in 2015, but these collapsed in 2017.The European Union issued a warning in February 2019 that Cyprus, an EU member, was selling EU passports to Russian oligarchs, saying it would allow organised crime syndicates to infiltrate the EU. In 2020, leaked documents revealed a wider range of former and current officials from Afghanistan, China, Dubai, Lebanon, the Russian Federation, Saudi Arabia, Ukraine and Vietnam who bought a Cypriot citizenship prior to a change of the law in July 2019. Cyprus and Turkey have been engaged in a dispute over the extent of their exclusive economic zones, ostensibly sparked by oil and gas exploration in the area.
== Geography ==
Cyprus is the third largest island in the Mediterranean Sea, after the Italian islands of Sicily and Sardinia, both in terms of area and population. It is also the world's 80th largest by area and world's 51st largest by population. It measures 240 kilometres (149 mi) long from end to end and 100 kilometres (62 mi) wide at its widest point, with Turkey 75 kilometres (47 mi) to the north. It lies between latitudes 34° and 36° N, and longitudes 32° and 35° E.
Other neighbouring territories include Syria and Lebanon to the east and southeast (105 and 108 kilometres (65 and 67 mi), respectively), Israel 200 kilometres (124 mi) to the southeast, The Gaza Strip 427 kilometres (265 mi) to the southeast, Egypt 380 kilometres (236 mi) to the south, and Greece to the northwest: 280 kilometres (174 mi) to the small Dodecanesian island of Kastellorizo (Megisti), 400 kilometres (249 mi) to Rhodes and 800 kilometres (497 mi) to the Greek mainland. Sources alternatively place Cyprus in Europe, or Western Asia and the Middle East.The physical relief of the island is dominated by two mountain ranges, the Troodos Mountains and the smaller Kyrenia Range, and the central plain they encompass, the Mesaoria. The Mesaoria plain is drained by the Pedieos River, the longest on the island. The Troodos Mountains cover most of the southern and western portions of the island and account for roughly half its area. The highest point on Cyprus is Mount Olympus at 1,952 m (6,404 ft), located in the centre of the Troodos range. The narrow Kyrenia Range, extending along the northern coastline, occupies substantially less area, and elevations are lower, reaching a maximum of 1,024 m (3,360 ft). The island lies within the Anatolian Plate.Cyprus contains the Cyprus Mediterranean forests ecoregion. It had a 2018 Forest Landscape Integrity Index mean score of 7.06/10, ranking it 59th globally out of 172 countries.Geopolitically, the island is subdivided into four main segments. The Republic of Cyprus occupies the southern two-thirds of the island (59.74%). The Turkish Republic of Northern Cyprus occupies the northern third (34.85%), and the United Nations-controlled Green Line provides a buffer zone that separates the two and covers 2.67% of the island. Lastly, two bases under British sovereignty are located on the island: Akrotiri and Dhekelia, covering the remaining 2.74%.
=== Climate ===
Cyprus has a subtropical climate – Mediterranean and semi-arid type (in the north-eastern part of the island) – Köppen climate classifications Csa and BSh, with very mild winters (on the coast) and warm to hot summers. Snow is possible only in the Troodos Mountains in the central part of island. Rain occurs mainly in winter, with summer being generally dry.
Cyprus has one of the warmest climates in the Mediterranean part of the European Union. The average annual temperature on the coast is around 24 °C (75 °F) during the day and 14 °C (57 °F) at night. Generally, summers last about eight months, beginning in April with average temperatures of 21–23 °C (70–73 °F) during the day and 11–13 °C (52–55 °F) at night, and ending in November with average temperatures of 22–23 °C (72–73 °F) during the day and 12–14 °C (54–57 °F) at night, although in the remaining four months temperatures sometimes exceed 20 °C (68 °F).Sunshine hours on the coast are around 3,200 per year, from an average of 5–6 hours of sunshine per day in December to an average of 12–13 hours in July. This is about double that of cities in the northern half of Europe; for comparison, London receives about 1,540 per year. In December, London receives about 50 hours of sunshine while coastal locations in Cyprus about 180 hours (almost as much as in May in London).
=== Water supply ===
Cyprus suffers from a chronic shortage of water. The country relies heavily on rain to provide household water, but in the past 30 years average yearly precipitation has decreased. Between 2001 and 2004, exceptionally heavy annual rainfall pushed water reserves up, with supply exceeding demand, allowing total storage in the island's reservoirs to rise to an all-time high by the start of 2005.
However, since then demand has increased annually – a result of local population growth, foreigners moving to Cyprus and the number of visiting tourists – while supply has fallen as a result of more frequent droughts.Dams remain the principal source of water both for domestic and agricultural use; Cyprus has a total of 107 dams (plus one currently under construction) and reservoirs, with a total water storage capacity of about 330,000,000 m3 (1.2×1010 cu ft). Water desalination plants are gradually being constructed to deal with recent years of prolonged drought.
The Government has invested heavily in the creation of water desalination plants which have supplied almost 50 per cent of domestic water since 2001. Efforts have also been made to raise public awareness of the situation and to encourage domestic water users to take more responsibility for the conservation of this increasingly scarce commodity.
Turkey has built a water pipeline under the Mediterranean Sea from Anamur on its southern coast to the northern coast of Cyprus, to supply Northern Cyprus with potable and irrigation water (see Northern Cyprus Water Supply Project).
=== Flora and fauna ===
Cyprus is home to a number of endemic species, including the Cypriot mouse, the golden oak and the Cyprus cedar.
== Politics ==
Cyprus is a presidential republic. The head of state and of the government is elected by a process of universal suffrage for a five-year term. Executive power is exercised by the government with legislative power vested in the House of Representatives whilst the Judiciary is independent of both the executive and the legislature.
The 1960 Constitution provided for a presidential system of government with independent executive, legislative and judicial branches as well as a complex system of checks and balances including a weighted power-sharing ratio designed to protect the interests of the Turkish Cypriots. The executive was led by a Greek Cypriot president and a Turkish Cypriot vice-president elected by their respective communities for five-year terms and each possessing a right of veto over certain types of legislation and executive decisions. Legislative power rested on the House of Representatives who were also elected on the basis of separate voters' rolls.
Since 1965, following clashes between the two communities, the Turkish Cypriot seats in the House remain vacant. In 1974 Cyprus was divided de facto when the Turkish army occupied the northern third of the island. The Turkish Cypriots subsequently declared independence in 1983 as the Turkish Republic of Northern Cyprus but were recognised only by Turkey. In 1985 the TRNC adopted a constitution and held its first elections. The United Nations recognises the sovereignty of the Republic of Cyprus over the entire island of Cyprus.
The House of Representatives currently has 56 members elected for a five-year term by proportional representation, and three observer members representing the Armenian, Latin and Maronite minorities. 24 seats are allocated to the Turkish community but remain vacant since 1964. The political environment is dominated by the communist AKEL, the liberal conservative Democratic Rally, the centrist Democratic Party and the social-democratic EDEK.
In 2008, Dimitris Christofias became the country's first Communist head of state. Due to his involvement in the 2012–13 Cypriot financial crisis, Christofias did not run for re-election in 2013. The Presidential election in 2013 resulted in Democratic Rally candidate Nicos Anastasiades winning 57.48% of the vote. As a result, Anastasiades was sworn in on 28 February 2013. Anastasiades was re-elected with 56% of the vote in the 2018 presidential election. On 28 February 2023, Nikos Christodoulides, the winner of the 2023 presidential election run-off, was sworn in as the eighth president of the Republic of Cyprus.
=== Administrative divisions ===
The Republic of Cyprus is divided into six districts: Nicosia, Famagusta, Kyrenia, Larnaca, Limassol and Paphos.
=== Exclaves and enclaves ===
Cyprus has four exclaves, all in territory that belongs to the British Sovereign Base Area of Dhekelia. The first two are the villages of Ormidhia and Xylotymvou. The third is the Dhekelia Power Station, which is divided by a British road into two parts. The northern part is the EAC refugee settlement. The southern part, even though located by the sea, is also an exclave because it has no territorial waters of its own, those being UK waters.The UN buffer zone runs up against Dhekelia and picks up again from its east side off Ayios Nikolaos and is connected to the rest of Dhekelia by a thin land corridor. In that sense the buffer zone turns the Paralimni area on the southeast corner of the island into a de facto, though not de jure, exclave.
=== Foreign relations ===
The Republic of Cyprus is a member of the following international groups: Australia Group, CN, CE, CFSP, EBRD, EIB, EU, FAO, IAEA, IBRD, ICAO, ICC, ICCt, ITUC, IDA, IFAD, IFC, IHO, ILO, IMF, IMO, Interpol, IOC, IOM, IPU, ITU, MIGA, NAM, NSG, OPCW, OSCE, PCA, UN, UNCTAD, UNESCO, UNHCR, UNIDO, UPU, WCL, WCO, WFTU, WHO, WIPO, WMO, WToO, WTO.
=== Armed forces ===
The Cypriot National Guard is the main military institution of the Republic of Cyprus. It is a combined arms force, with land, air and naval elements. Historically all men were required to spend 24 months serving in the National Guard after their 17th birthday, but in 2016 this period of compulsory service was reduced to 14 months.Annually, approximately 10,000 persons are trained in recruit centres. Depending on their awarded speciality the conscript recruits are then transferred to speciality training camps or to operational units.
While until 2016 the armed forces were mainly conscript based, since then a large Professional Enlisted institution has been adopted (ΣΥΟΠ), which combined with the reduction of conscript service produces an approximate 3:1 ratio between conscript and professional enlisted.
=== Law, justice and human rights ===
The Cyprus Police (Greek: Αστυνομία Κύπρου, Turkish: Kıbrıs Polisi) is the only National Police Service of the Republic of Cyprus and is under the Ministry of Justice and Public Order since 1993.In "Freedom in the World 2011", Freedom House rated Cyprus as "free". In January 2011, the Report of the Office of the United Nations High Commissioner for Human Rights on the question of Human Rights in Cyprus noted that the ongoing division of Cyprus continues to affect human rights throughout the island "including freedom of movement, human rights pertaining to the question of missing persons, discrimination, the right to life, freedom of religion, and economic, social and cultural rights". The constant focus on the division of the island can sometimes mask other human rights issues.In 2014, Turkey was ordered by the European Court of Human Rights to pay well over $100m in compensation to Cyprus for the invasion; Ankara announced that it would ignore the judgment. In 2014, a group of Cypriot refugees and a European parliamentarian, later joined by the Cypriot government, filed a complaint to the International Court of Justice, accusing Turkey of violating the Geneva Conventions by directly or indirectly transferring its civilian population into occupied territory. Other violations of the Geneva and the Hague Conventions—both ratified by Turkey—amount to what archaeologist Sophocles Hadjisavvas called "the organized destruction of Greek and Christian heritage in the north". These violations include looting of cultural treasures, deliberate destruction of churches, neglect of works of art, and altering the names of important historical sites, which was condemned by the International Council on Monuments and Sites. Hadjisavvas has asserted that these actions are motivated by a Turkish policy of erasing the Greek presence in Northern Cyprus within a framework of ethnic cleansing. But some perpetrators are just motivated by greed and are seeking profit. Art law expert Alessandro Chechi has classified the connection of cultural heritage destruction to ethnic cleansing as the "Greek Cypriot viewpoint", which he reports as having been dismissed by two PACE reports. Chechi asserts joint Greek and Turkish Cypriot responsibility for the destruction of cultural heritage in Cyprus, noting the destruction of Turkish Cypriot heritage in the hands of Greek Cypriot extremists.
== Economy ==
In the early 21st century the Cypriot economy has diversified and become prosperous. However, in 2012 it became affected by the Eurozone financial and banking crisis. In June 2012, the Cypriot government announced it would need €1.8 billion in foreign aid to support the Cyprus Popular Bank, and this was followed by Fitch downgrading Cyprus's credit rating to junk status. Fitch said Cyprus would need an additional €4 billion to support its banks and the downgrade was mainly due to the exposure of Bank of Cyprus, Cyprus Popular Bank and Hellenic Bank, Cyprus's three largest banks, to the Greek financial crisis.
The 2012–2013 Cypriot financial crisis led to an agreement with the Eurogroup in March 2013 to split the country's second largest bank, the Cyprus Popular Bank (also known as Laiki Bank), into a "bad" bank which would be wound down over time and a "good" bank which would be absorbed by the Bank of Cyprus. In return for a €10 billion bailout from the European Commission, the European Central Bank and the International Monetary Fund, often referred to as the "troika", the Cypriot government was required to impose a significant haircut on uninsured deposits, a large proportion of which were held by wealthy Russians who used Cyprus as a tax haven. Insured deposits of €100,000 or less were not affected.
According to the 2017 International Monetary Fund estimates, its per capita GDP (adjusted for purchasing power) at $36,442 is below the average of the European Union. Cyprus has been sought as a base for several offshore businesses for its low tax rates. Tourism, financial services and shipping are significant parts of the economy. Economic policy of the Cyprus government has focused on meeting the criteria for admission to the European Union. The Cypriot government adopted the euro as the national currency on 1 January 2008, replacing the Cypriot pound.Cyprus is the last EU member fully isolated from energy interconnections and it is expected that it will be connected to European network via the EuroAsia Interconnector, a 2000 MW high-voltage direct current undersea power cable. EuroAsia Interconnector will connect Greek, Cypriot, and Israeli power grids. It is a leading Project of Common Interest of the European Union and also priority Electricity Highway Interconnector Project.In recent years significant quantities of offshore natural gas have been discovered in the area known as Aphrodite (at the exploratory drilling block 12) in Cyprus's exclusive economic zone (EEZ), about 175 kilometres (109 miles) south of Limassol at 33°5'40″N and 32°59'0″E. However, Turkey's offshore drilling companies have accessed both natural gas and oil resources since 2013. Cyprus demarcated its maritime border with Egypt in 2003, with Lebanon in 2007, and with Israel in 2010. In August 2011, the US-based firm Noble Energy entered into a production-sharing agreement with the Cypriot government regarding the block's commercial development.Turkey, which does not recognise the border agreements of Cyprus with its neighbours, threatened to mobilise its naval forces if Cyprus proceeded with plans to begin drilling at Block 12. Cyprus's drilling efforts have the support of the US, EU, and UN, and on 19 September 2011 drilling in Block 12 began without any incidents being reported.Because of the heavy influx of tourists and foreign investors, the property rental market in Cyprus has grown in recent years. In late 2013, the Cyprus Town Planning Department announced a series of incentives to stimulate the property market and increase the number of property developments in the country's town centres. This followed earlier measures to quickly give immigration permits to third country nationals investing in Cyprus property.
=== Infrastructure ===
Cyprus is one of only three EU nations in which vehicles drive on the left-hand side of the road, a remnant of British colonisation (the others being Ireland and Malta). A series of motorways runs along the coast from Paphos east to Ayia Napa, with two motorways running inland to Nicosia, one from Limassol and one from Larnaca.
Per capita private car ownership is the 29th-highest in the world. There were approximately 344,000 privately owned vehicles, and a total of 517,000 registered motor vehicles in the Republic of Cyprus in 2006. In 2006, plans were announced to improve and expand bus services and other public transport throughout Cyprus, with the financial backing of the European Union Development Bank. In 2010 the new bus network was implemented.Cyprus has two international airports in the government-controlled areas, the busier one being in Larnaca and the other in Paphos. The Ercan International Airport is the only active one in the north, but all international flights there must have a stopover in Turkey.The main harbours of the island are Limassol and Larnaca, which service cargo, passenger and cruise ships.
Cyta, the state-owned telecommunications company, manages most telecommunications and Internet connections on the island. However, following deregulation of the sector, a few private telecommunications companies emerged, including epic, Cablenet, OTEnet Telecom, Omega Telecom and PrimeTel. In the Turkish-controlled area of Cyprus, two different companies administer the mobile phone network: Turkcell and KKTC Telsim.
== Demographics ==
According to the CIA World Factbook, in 2001 Greek Cypriots comprised 77%, Turkish Cypriots 18%, and others 5% of the Cypriot population. At the time of the 2011 government census, there were 10,520 people of Russian origin living in Cyprus.According to the first population census after the declaration of independence, carried out in December 1960 and covering the entire island, Cyprus had a total population of 573,566, of whom 442,138 (77.1%) were Greeks, 104,320 (18.2%) Turkish, and 27,108 (4.7%) others.Due to the inter-communal ethnic tensions between 1963 and 1974, an island-wide census was regarded as impossible. Nevertheless, the Cypriot government conducted one in 1973, without the Turkish Cypriot populace. According to this census, the Greek Cypriot population was 482,000. One year later, in 1974, the Cypriot government's Department of Statistics and Research estimated the total population of Cyprus at 641,000; of whom 506,000 (78.9%) were Greeks, and 118,000 (18.4%) Turkish. After the partition of the island in 1974, the government of Cyprus conducted six more censuses: in 1976, 1982, 1992, 2001, 2011 and 2021; these excluded the Turkish population which was resident in the northern part of the island.According to the Republic of Cyprus's estimate in 2005, the number of Cypriot citizens currently living in the Republic of Cyprus is around 871,036. In addition to this, the Republic of Cyprus is home to 110,200 foreign permanent residents and an estimated 10,000–30,000 undocumented illegal immigrants currently living in the south of the island. According to the Republic of Cyprus's website, the population was 856,857 at the Census in 2011 and 918,100 at the 2021 Census
According to the 2006 census carried out by Northern Cyprus, there were 256,644 (de jure) people living in Northern Cyprus. 178,031 were citizens of Northern Cyprus, of whom 147,405 were born in Cyprus (112,534 from the north; 32,538 from the south; 371 did not indicate what part of Cyprus they were from); 27,333 born in Turkey; 2,482 born in the UK and 913 born in Bulgaria. Of the 147,405 citizens born in Cyprus, 120,031 say both parents were born in Cyprus; 16,824 say both parents born in Turkey; 10,361 have one parent born in Turkey and one parent born in Cyprus.In 2010, the International Crisis Group estimated that the total population of Cyprus was 1.1 million, of which there was an estimated 300,000 residents in the north, perhaps half of whom were either born in Turkey or are children of such settlers.The villages of Rizokarpaso (in Northern Cyprus), Potamia (in Nicosia district) and Pyla (in Larnaca District) are the only settlements remaining with a mixed Greek and Turkish Cypriot population.Y-Dna haplogroups are found at the following frequencies in Cyprus: J (43.07% including 6.20% J1), E1b1b (20.00%), R1 (12.30% including 9.2% R1b), F (9.20%), I (7.70%), K (4.60%), A (3.10%). J, K, F and E1b1b haplogroups consist of lineages with differential distribution within Middle East, North Africa and Europe.
Outside Cyprus there are significant and thriving diasporas - both a Greek Cypriot diaspora and a Turkish Cypriot diaspora - in the United Kingdom, Australia, Canada, the United States, Greece and Turkey.
=== Religion ===
The majority of Greek Cypriots identify as Christians, specifically Greek Orthodox, whereas most Turkish Cypriots are adherents of Sunni Islam. The first President of Cyprus, Makarios III, was an archbishop.
Hala Sultan Tekke, situated near the Larnaca Salt Lake is an object of pilgrimage for Muslims.
According to the 2001 census carried out in the Government-controlled area, 94.8% of the population were Eastern Orthodox, 0.9% Armenians and Maronites, 1.5% Roman Catholics, 1.0% Church of England, and 0.6% Muslims. There is also a Jewish community on Cyprus. The remaining 1.3% adhered to other religious denominations or did not state their religion. As of 2021, it is estimated that there are 13,280 Sikhs in Cyprus (1.1% of population), making it the third largest national proportion of Sikhs in the world. The Greek Orthodox, Armenian Apostolic Church, and both the Maronite and Latin Catholics are constitutionally recognized denominations and exempt from taxes.
=== Languages ===
Cyprus has two official languages, Greek and Turkish. Armenian and Cypriot Maronite Arabic are recognised as minority languages. Although without official status, English is widely spoken and it features widely on road signs, public notices, and in advertisements, etc. English was the sole official language during British colonial rule and the lingua franca until 1960, and continued to be used (de facto) in courts of law until 1989 and in legislation until 1996. 80.4% of Cypriots are proficient in the English language as a second language. Russian is widely spoken among the country's minorities, residents and citizens of post-Soviet countries, and Pontic Greeks. Russian, after English and Greek, is the third language used on many signs of shops and restaurants, particularly in Limassol and Paphos. In addition to these languages, 12% speak French and 5% speak German.The everyday spoken language of Greek Cypriots is Cypriot Greek and that of Turkish Cypriots is Cypriot Turkish. These vernaculars both differ from their standard registers significantly.
=== Education ===
Cyprus has a highly developed system of primary and secondary education offering both public and private education. The high quality of instruction can be attributed in part to the fact that nearly 7% of the GDP is spent on education which makes Cyprus one of the top three spenders of education in the EU along with Denmark and Sweden.State schools are generally seen as equivalent in quality of education to private-sector institutions. However, the value of a state high-school diploma is limited by the fact that the grades obtained account for only around 25% of the final grade for each topic, with the remaining 75% assigned by the teacher during the semester, in a minimally transparent way. Cypriot universities (like universities in Greece) ignore high school grades almost entirely for admissions purposes. While a high-school diploma is mandatory for university attendance, admissions are decided almost exclusively on the basis of scores at centrally administered university entrance examinations that all university candidates are required to take.
The majority of Cypriots receive their higher education at Greek, British, Turkish, other European and North American universities. Cyprus currently has the highest percentage of citizens of working age who have higher-level education in the EU at 30% which is ahead of Finland's 29.5%. In addition, 47% of its population aged 25–34 have tertiary education, which is the highest in the EU. The body of Cypriot students is highly mobile, with 78.7% studying in a university outside Cyprus.
== Culture ==
Greek Cypriots and Turkish Cypriots share a lot in common in their culture due to cultural exchanges but also have differences. Several traditional food (such as souvla and halloumi) and beverages are similar, as well as expressions and ways of life. Hospitality and buying or offering food and drinks for guests or others are common among both. In both communities, music, dance and art are integral parts of social life and many artistic, verbal and nonverbal expressions, traditional dances such as tsifteteli, similarities in dance costumes and importance placed on social activities are shared between the communities. However, the two communities have distinct religions and religious cultures, with the Greek Cypriots traditionally being Greek Orthodox and Turkish Cypriots traditionally being Sunni Muslims, which has partly hindered cultural exchange. Greek Cypriots have influences from Greece and Christianity, while Turkish Cypriots have influences from Turkey and Islam.
The Limassol Carnival Festival is an annual carnival which is held at Limassol, in Cyprus. The event which is very popular in Cyprus was introduced in the 20th century.
=== Arts ===
The art history of Cyprus can be said to stretch back up to 10,000 years, following the discovery of a series of Chalcolithic period carved figures in the villages of Khoirokoitia and Lempa. The island is the home to numerous examples of high quality religious icon painting from the Middle Ages as well as many painted churches. Cypriot architecture was heavily influenced by French Gothic and Italian renaissance introduced in the island during the era of Latin domination (1191–1571).
A well known traditional art that dates at least from the 14th century is the Lefkara lace, which originates from the village of Lefkara. Lefkara lace is recognised as an intangible cultural heritage (ICH) by UNESCO, and it is characterised by distinct design patterns, and its intricate, time-consuming production process. Another local form of art that originated from Lefkara is the production of Cypriot Filigree (locally known as Trifourenio), a type of jewellery that is made with twisted threads of silver.
In modern times Cypriot art history begins with the painter Vassilis Vryonides (1883–1958) who studied at the Academy of Fine Arts in Venice. Arguably the two founding fathers of modern Cypriot art were Adamantios Diamantis (1900–1994) who studied at London's Royal College of Art and
Christophoros Savva (1924–1968) who also studied in London, at Saint Martin's School of Art. In 1960, Savva founded, together with Welsh artist Glyn Hughes, Apophasis [Decision], the first independent cultural centre of the newly established Republic of Cyprus. In 1968, Savva was among the artists representing Cyprus in its inaugural Pavilion at the 34th Venice Biennale. English Cypriot Artist Glyn HUGHES 1931–2014. In many ways these two artists set the template for subsequent Cypriot art and both their artistic styles and the patterns of their education remain influential to this day. In particular the majority of Cypriot artists still train in England while others train at art schools in Greece and local art institutions such as the Cyprus College of Art, University of Nicosia and the Frederick Institute of Technology.
One of the features of Cypriot art is a tendency towards figurative painting although conceptual art is being rigorously promoted by a number of art "institutions" and most notably the Nicosia Municipal Art Centre. Municipal art galleries exist in all the main towns and there is a large and lively commercial art scene.
Other notable Greek Cypriot artists include Helene Black, Kalopedis family, Panayiotis Kalorkoti, Nicos Nicolaides, Stass Paraskos, Arestís Stasí, Telemachos Kanthos, Konstantia Sofokleous and Chris Achilleos, and Turkish Cypriot artists include İsmet Güney, Ruzen Atakan and Mutlu Çerkez.
=== Music ===
The traditional folk music of Cyprus has several common elements with Greek, Turkish, and Arabic Music, all of which have descended from Byzantine music, including Greek Cypriot and Turkish Cypriot dances such as the sousta, syrtos, zeibekikos, tatsia, and karsilamas as well as the Middle Eastern-inspired tsifteteli and arapies. There is also a form of musical poetry known as chattista which is often performed at traditional feasts and celebrations. The instruments commonly associated with Cyprus folk music are the violin ("fkiolin"), lute ("laouto"), Cyprus flute (pithkiavlin), oud ("outi"), kanonaki and percussions (including the "tamboutsia"). Composers associated with traditional Cypriot music include Solon Michaelides, Marios Tokas, Evagoras Karageorgis and Savvas Salides. Among musicians is also the acclaimed pianist Cyprien Katsaris, composer Andreas G. Orphanides, and composer and artistic director of the European Capital of Culture initiative Marios Joannou Elia.
Popular music in Cyprus is generally influenced by the Greek Laïka scene; artists who play in this genre include international platinum star Anna Vissi, Evridiki, and Sarbel. Hip hop and R&B have been supported by the emergence of Cypriot rap and the urban music scene at Ayia Napa, while in the last years the reggae scene is growing, especially through the participation of many Cypriot artists at the annual Reggae Sunjam festival. Is also noted Cypriot rock music and Éntekhno rock is often associated with artists such as Michalis Hatzigiannis and Alkinoos Ioannidis. Metal also has a small following in Cyprus represented by bands such as Armageddon (rev.16:16), Blynd, Winter's Verge, Methysos and Quadraphonic.
=== Literature ===
Literary production of the antiquity includes the Cypria, an epic poem, probably composed in the late 7th century BC and attributed to Stasinus. The Cypria is one of the first specimens of Greek and European poetry. The Cypriot Zeno of Citium was the founder of the Stoic school of philosophy.
Epic poetry, notably the "acritic songs", flourished during the Middle Ages. Two chronicles, one written by Leontios Machairas and the other by Georgios Boustronios, cover the entire Middle Ages until the end of Frankish rule (4th century–1489). Poèmes d'amour written in medieval Greek Cypriot date back from the 16th century. Some of them are actual translations of poems written by Petrarch, Bembo, Ariosto and G. Sannazzaro. Many Cypriot scholars fled Cyprus at troubled times such as Ioannis Kigalas (c. 1622–1687) who migrated from Cyprus to Italy in the 17th century, several of his works have survived in books of other scholars.
Hasan Hilmi Efendi, a Turkish Cypriot poet, was rewarded by the Ottoman sultan Mahmud II and said to be the "sultan of the poems".Modern Greek Cypriot literary figures include the poet and writer Costas Montis, poet Kyriakos Charalambides, poet Michalis Pasiardis, writer Nicos Nicolaides, Stylianos Atteshlis, Altheides, Loukis Akritas and Demetris Th. Gotsis. Dimitris Lipertis, Vasilis Michaelides and Pavlos Liasides are folk poets who wrote poems mainly in the Cypriot-Greek dialect. Among leading Turkish Cypriot writers are Osman Türkay, twice nominated for the Nobel Prize in Literature, Özker Yaşın, Neriman Cahit, Urkiye Mine Balman, Mehmet Yaşın and Neşe Yaşın.
There is an increasingly strong presence of both temporary and permanent emigre Cypriot writers in world literature, as well as writings by second and third -generation Cypriot writers born or raised abroad, often writing in English. This includes writers such as Michael Paraskos and Stephanos Stephanides.Examples of Cyprus in foreign literature include the works of Shakespeare, with most of the play Othello by William Shakespeare set on the island of Cyprus. British writer Lawrence Durrell lived in Cyprus from 1952 until 1956, during his time working for the British colonial government on the island, and wrote the book Bitter Lemons about his time in Cyprus which won the second Duff Cooper Prize in 1957.
=== Mass media ===
In the 2015 Freedom of the Press report of Freedom House, the Republic of Cyprus and Northern Cyprus were ranked "free". The Republic of Cyprus scored 25/100 in press freedom, 5/30 in Legal Environment, 11/40 in Political Environment, and 9/30 in Economic Environment (the lower scores the better). Reporters Without Borders rank the Republic of Cyprus 24th out of 180 countries in the 2015 World Press Freedom Index, with a score of 15.62The law provides for freedom of speech and press, and the government generally respects these rights in practice. An independent press, an effective judiciary, and a functioning democratic political system combine to ensure freedom of speech and of the press. The law prohibits arbitrary interference with privacy, family, home, or correspondence, and the government generally respects these prohibitions in practice.Local television companies in Cyprus include the state owned Cyprus Broadcasting Corporation which runs two television channels. In addition on the Greek side of the island there are the private channels ANT1 Cyprus, Plus TV, Mega Channel, Sigma TV, Nimonia TV (NTV) and New Extra. In Northern Cyprus, the local channels are BRT, the Turkish Cypriot equivalent to the Cyprus Broadcasting Corporation, and a number of private channels. The majority of local arts and cultural programming is produced by the Cyprus Broadcasting Corporation and BRT, with local arts documentaries, review programmes and filmed drama series.
=== Cinema ===
The most worldwide known Cypriot director, to have worked abroad, is Michael Cacoyannis.
In the late 1960s and early 1970s, George Filis produced and directed Gregoris Afxentiou, Etsi Prodothike i Kypros, and The Mega Document. In 1994, Cypriot film production received a boost with the establishment of the Cinema Advisory Committee. In 2000, the annual amount set aside for filmmaking in the national budget was CYP£500,000 (about €850,000). In addition to government grants, Cypriot co-productions are eligible for funding from the Council of Europe's Eurimages Fund, which finances European film co-productions. To date, four feature films on which a Cypriot was an executive producer have received funding from Eurimages. The first was I Sphagi tou Kokora (1996), followed by Hellados (unreleased), To Tama (1999), and O Dromos gia tin Ithaki (2000).
=== Cuisine ===
During the medieval period, under the French Lusignan monarchs of Cyprus an elaborate form of courtly cuisine developed, fusing French, Byzantine and Middle Eastern forms. The Lusignan kings were known for importing Syrian cooks to Cyprus, and it has been suggested that one of the key routes for the importation of Middle Eastern recipes into France and other Western European countries, such as blancmange, was via the Lusignan Kingdom of Cyprus. These recipes became known in the West as vyands de Chypre, or foods of Cyprus, and the food historian William Woys Weaver has identified over one hundred of them in English, French, Italian and German recipe books of the Middle Ages. One that became particularly popular across Europe in the medieval and early modern periods was a stew made with chicken or fish called malmonia, which in English became mawmeny.Another example of a Cypriot food ingredient entering the Western European canon is the cauliflower, still popular and used in a variety of ways on the island today, which was associated with Cyprus from the early Middle Ages. Writing in the 12th and 13th centuries the Arab botanists Ibn al-'Awwam and Ibn al-Baitar claimed the vegetable had its origins in Cyprus, and this association with the island was echoed in Western Europe, where cauliflowers were originally known as Cyprus cabbage or Cyprus colewart. There was also a long and extensive trade in cauliflower seeds from Cyprus, until well into the sixteenth century.Although much of the Lusignan food culture was lost after the fall of Cyprus to the Ottomans in 1571, a number of dishes that would have been familiar to the Lusignans survive today, including various forms of tahini and houmous, zalatina, skordalia and pickled wild song birds called ambelopoulia. Ambelopoulia, which is today highly controversial, and illegal, was exported in vast quantities from Cyprus during the Lusignan and Venetian periods, particularly to Italy and France. In 1533 the English traveller to Cyprus, John Locke, claimed to have seen the pickled wild birds packed into large jars, of which 1200 jars were exported from Cyprus annually.Also familiar to the Lusignans would have been Halloumi cheese, which some food writers today claim originated in Cyprus during the Byzantine period although the name of the cheese itself is thought by academics to be of Arabic origin. There is no surviving written documentary evidence of the cheese being associated with Cyprus before the year 1554, when the Italian historian Florio Bustron wrote of a sheep-milk cheese from Cyprus he called calumi. Halloumi (Hellim) is commonly served sliced, grilled, fried and sometimes fresh, as an appetiser or meze dish.
Seafood and fish dishes include squid, octopus, red mullet, and sea bass. Cucumber and tomato are used widely in salads. Common vegetable preparations include potatoes in olive oil and parsley, pickled cauliflower and beets, asparagus and taro. Other traditional delicacies are meat marinated in dried coriander seeds and wine, and eventually dried and smoked, such as lountza (smoked pork loin), charcoal-grilled lamb, souvlaki (pork and chicken cooked over charcoal), and sheftalia (minced meat wrapped in mesentery). Pourgouri (bulgur, cracked wheat) is the traditional source of carbohydrate other than bread, and is used to make the delicacy koubes.
Fresh vegetables and fruits are common ingredients. Frequently used vegetables include courgettes, green peppers, okra, green beans, artichokes, carrots, tomatoes, cucumbers, lettuce and grape leaves, and pulses such as beans, broad beans, peas, black-eyed beans, chick-peas and lentils. The most common fruits and nuts are pears, apples, grapes, oranges, mandarines, nectarines, medlar, blackberries, cherry, strawberries, figs, watermelon, melon, avocado, lemon, pistachio, almond, chestnut, walnut, and hazelnut.
Cyprus is also well known for its desserts, including lokum (also known as Turkish delight) and Soutzoukos. This island has protected geographical indication (PGI) for its lokum produced in the village of Geroskipou.
=== Sports ===
Sport governing bodies include the Cyprus Football Association, Cyprus Basketball Federation, Cyprus Volleyball Federation, Cyprus Automobile Association, Cyprus Badminton Federation, Cyprus Cricket Association, Cyprus Rugby Federation and the Cyprus Pool Association.
Notable sports teams in the Cyprus leagues include APOEL FC, Anorthosis Famagusta FC, AC Omonia, AEL Limassol FC, Apollon Limassol FC, Nea Salamis Famagusta FC, Olympiakos Nicosia, AEK Larnaca FC, Aris Limassol FC, AEL Limassol B.C., Keravnos B.C. and Apollon Limassol B.C. Stadiums or sports venues include the GSP Stadium (the largest in the Republic of Cyprus-controlled areas), Tsirion Stadium (second largest), Neo GSZ Stadium, Antonis Papadopoulos Stadium, Ammochostos Stadium. Makario Stadium and Alphamega Stadium.
In the 2008–09 season, Anorthosis Famagusta FC was the first Cypriot team to qualify for the UEFA Champions League Group stage. Next season, APOEL FC qualified for the UEFA Champions League group stage, and reached the last 8 of the 2011–12 UEFA Champions League after finishing top of its group and beating French Olympique Lyonnais in the Round of 16.
The Cyprus national rugby union team known as The Moufflons currently holds the record for most consecutive international wins, which is especially notable as the Cyprus Rugby Federation was only formed in 2006.
Footballer Sotiris Kaiafas won the European Golden Shoe in the 1975–76 season; Cyprus is the smallest country by population to have one of its players win the award. Tennis player Marcos Baghdatis was ranked 8th in the world, was a finalist at the Australian Open, and reached the Wimbledon semi-final, all in 2006. High jumper Kyriakos Ioannou achieved a jump of 2.35m at the 11th IAAF World Championships in Athletics in Osaka, Japan, in 2007, winning the bronze medal. He has been ranked third in the world. In motorsports, Tio Ellinas is a successful race car driver, currently racing in the GP3 Series for Marussia Manor Motorsport. There is also mixed martial artist Costas Philippou, who competed in UFC's middleweight division from 2011 until 2015. Costas holds a 6–4 record in UFC bouts.
Also notable for a Mediterranean island, the siblings Christopher and Sophia Papamichalopoulou qualified for the 2010 Winter Olympics in Vancouver, British Columbia, Canada. They were the only athletes who managed to qualify and thus represented Cyprus at the 2010 Winter Olympics.
The country's first ever Olympic medal, a silver medal, was won by the sailor Pavlos Kontides, at the 2012 Summer Olympics in the Men's Laser class.
== See also ==
Ancient regions of Anatolia
Index of Cyprus-related articles
Outline of Cyprus
List of notable Cypriots
== Notes ==
== References ==
== Further reading ==
== External links ==
General Information
Cyprus. The World Factbook. Central Intelligence Agency.
Timeline of Cyprus by BBC
Cyprus from UCB Libraries GovPubs
Cyprus information from the United States Department of State includes Background Notes, Country Study and major reports
Cyprus at Curlie
Cyprus profile from the BBC News
The UN in CyprusGovernment
Cyprus High Commission Trade Centre – London
Republic of Cyprus – English Language
Constitution of the Republic of Cyprus
Press and Information Office – Ministry of Interior
Cyprus Statistical ServiceTourism
Read about Cyprus on visitcyprus.com – the official travel portal for Cyprus
Cyprus informational portal and open platform for contribution of Cyprus-related content – www.Cyprus.com
Geographic data related to Cyprus at OpenStreetMapCuisine
Gastronomical map of CyprusArchaeology
Cypriot Pottery, Bryn Mawr College Art and Artifact Collections
The Cesnola collection of Cypriot art : stone sculpture, a fully digitised text from The Metropolitan Museum of Art libraries
The Mosaics of Khirbat al-MaOfficial publications
The British government's Foreign Affairs Committee report on Cyprus.
Legal Issues arising from certain population transfers and displacements on the territory of the Republic of Cyprus in the period since 20 July 1974 Archived 28 September 2008 at the Wayback Machine
Address to Cypriots by President Papadopoulos (FULL TEXT)
Annan Plan
Embassy of Greece, USA – Cyprus: Geographical and Historical Background
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Nazi Germany
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Nazi Germany, officially known as the German Reich until 1943, later the Greater German Reich, was the German state between 1933 and 1945, when Adolf Hitler and the Nazi Party controlled the country, transforming it into a totalitarian dictatorship.
Under Hitler's rule, Germany quickly became a totalitarian state where many aspects of life were controlled by the government. The Third Reich, meaning "Third Realm" or "Third Empire", referred to the Nazi claim that Nazi Germany was the successor to the earlier Holy Roman Empire (800–1806) and German Empire (1871–1918). The Third Reich, which the Nazis referred to as the Thousand-Year Reich, ended in May 1945, after only 12 years, when the Allies defeated Germany and entered the capital, Berlin, ending World War II in Europe.
The Nazi Party became the largest in parliament following the July 1932 German federal election, but it did not hold a majority. Hitler refused to participate in a coalition government unless he was its leader. By the constitution of the Weimar Republic, in those circumstances the chancellor of Germany (the head of government) could be appointed by the president, Paul von Hindenburg, who appointed Hitler on 30 January 1933, at the behest of right-wing politicians and industrialists. The Reichstag fire was used to pass the Reichstag Fire Decree, leading to the suppression of civil liberties and mass arrests of political opponents. The Enabling Act of 1933 gave Hitler's government the power to make and enforce laws without the Reichstag (parliament) or president. The Nazis began to eliminate political opposition and consolidate power. Hindenburg died in August 1934, and Hitler became dictator by merging the powers of the chancellery and presidency. A 1934 German referendum confirmed Hitler as sole Führer (leader). Power was centralised in Hitler's person, his word became the highest law. The government was not a coordinated, co-operating body, but a collection of factions struggling for power and Hitler's favour. In the midst of the Great Depression, the Nazis restored economic stability and ended mass unemployment, using heavy military spending. Financed by deficit spending, the regime undertook extensive public works projects, including the Autobahnen (motorways) and a massive secret rearmament program, forming the Wehrmacht (armed forces). The return to economic stability boosted the regime's popularity.
Racism, Nazi eugenics, anti-Slavism, and especially antisemitism were central ideological features of the regime. The Germanic peoples were considered by the Nazis to be the "master race", the purest branch of the Aryan race. Discrimination and persecution of Jews and Romani people accelerated. The first concentration camps were established in March 1933. Jews, liberals, socialists, communists, other political opponents and undesirables were imprisoned, exiled, or murdered. Christian churches and citizens that opposed Hitler's rule were oppressed and leaders imprisoned. Education focused on racial biology, population policy, and fitness for military service. Career and educational opportunities for women were curtailed. The 1936 Summer Olympics showcased Germany on the international stage. Propaganda Minister Joseph Goebbels made effective use of film, mass rallies, and Hitler's hypnotic oratory to influence public opinion. The government controlled artistic expression, promoting specific art forms and banning or discouraging others.
From the latter half of the 1930s, Nazi Germany made increasingly aggressive territorial demands, threatening war if these were not met. The Saarland voted to rejoin Germany in 1935, and in 1936 Hitler sent troops into the Rhineland, which had been demilitarised after World War I. Germany seized Austria in the Anschluss of 1938, and demanded and received the Sudetenland region of Czechoslovakia in that same year. In March 1939, the Slovak state was proclaimed and became a client state and the German Protectorate of Bohemia and Moravia was established on the remainder of occupied Czech lands. Germany signed a non-aggression pact with the Soviet Union and invaded Poland on 1 September 1939, launching World War II in Europe. By late 1942, Germany and its European allies in the Axis powers controlled much of Europe and North Africa. Germany exploited the raw materials and labour of its occupied territories and allies.
Genocide, mass murder, and large-scale forced labour became hallmarks of the regime. Generalplan Ost was implemented to exterminate the Slavic populations of Eastern Europe and advance the Lebensraum settler-colonial programme. Hundreds of thousands with mental or physical disabilities were murdered in hospitals and asylums. Einsatzgruppen paramilitary death squads accompanied the armed forces inside the occupied territories and conducted genocide of millions of Jews and other Holocaust victims. Millions were imprisoned, worked to death, or murdered in Nazi concentration camps and extermination camps. This genocide is known as the Holocaust.
While the German invasion of the Soviet Union in 1941 was initially successful, the Soviet resurgence and entry of the US into the war meant Germany lost the initiative in 1943, and by late 1944 had been pushed back to the 1939 border. Large-scale aerial bombing of Germany escalated and the Axis powers were driven back in Eastern and Southern Europe. After the Allied invasion of France, Germany was conquered by the Soviet Union from the east and the other Allies from the west, and capitulated on 8 May 1945. Hitler's refusal to admit defeat led to massive destruction of German infrastructure and additional war-related deaths in the closing months of the war. The Allies initiated a policy of denazification and put many of the surviving Nazi leadership on trial for war crimes at the Nuremberg trials.
== Name ==
Common English terms for the German state in the Nazi era are "Nazi Germany" and the "Third Reich", which Hitler and the Nazis also referred to as the "Thousand-Year Reich" (Tausendjähriges Reich). The latter, a translation of the Nazi propaganda term Drittes Reich, was first used in Das Dritte Reich, a 1923 book by Arthur Moeller van den Bruck. The book counted the Holy Roman Empire (962–1806) as the first Reich and the German Empire (1871–1918) as the second.The name "Third Reich" was widespread even contemporarily, both within and outside of Germany. However, the term was never official, with the German state's official title remaining Deutsches Reich as per the Weimar Constitution until it became Großdeutsches Reich following the Anschluss of Austria. While the term "Third Reich" was used as a description for Germany during the time of National Socialism, it has today become a term to describe the historical era from 1933 to 1945. Brought into the Nazi jargon by Otto Strasser and Joseph Goebbels in the mid-1920s, the term was used to simultaneously provide an ideological bridge to the past and offer an alternative to the democratic Weimar system. While the term was prominently used by the Nazi Party early in the regime's time in power, by the late 1930s, it fell out of favour. On 13 June 1939, a circular was sent to all party offices stating that Hitler did not wish for the term "Third Reich" to be used. A similar directive was given to the press a few days later. Author Hermann Butzer states that the reasons for this turn appear to have been twofold: on the one hand, the Nazis wanted to underline the unique role Hitler played in bringing the party to power, therefore using Moeller van den Bruck's term seemed inappropriate. On the other hand, the intention was to portray National Socialist Germany as something historically novel; therefore the connection to the past was considered inconvenient.
== Background ==
Germany was known as the Weimar Republic during the years 1919 to 1933. It was a parliamentary democracy with a semi-presidential system. The Weimar Republic faced numerous problems, including hyperinflation, political extremism (including violence from left- and right-wing paramilitaries), contentious relationships with the Allied victors of World War I, and a series of failed attempts at coalition government by divided political parties. Severe setbacks to the German economy began after World War I ended, partly because of reparations payments required under the 1919 Treaty of Versailles. The government printed money to make the payments and to repay the country's war debt, but the resulting hyperinflation led to inflated prices for consumer goods, economic chaos, and food riots. When the government defaulted on their reparations payments in January 1923, French troops occupied German industrial areas along the Ruhr and widespread civil unrest followed.The National Socialist German Workers' Party (Nationalsozialistische Deutsche Arbeiterpartei), commonly known as the Nazi Party, was founded in 1920. It was the renamed successor of the German Workers' Party (DAP) formed one year earlier, and one of several far-right political parties then active in Germany. The Nazi Party platform included destruction of the Weimar Republic, rejection of the terms of the Treaty of Versailles, radical antisemitism, and anti-Bolshevism. They promised a strong central government, increased Lebensraum ("living space") for Germanic peoples, formation of a national community based on race, and racial cleansing via the active suppression of Jews, who would be stripped of their citizenship and civil rights. The Nazis proposed national and cultural renewal based upon the Völkisch movement. The party, especially its paramilitary organisation Sturmabteilung (SA; Storm Detachment), or Brownshirts, used physical violence to advance their political position, disrupting the meetings of rival organisations and attacking their members as well as Jewish people on the streets. Such far-right armed groups were common in Bavaria, and were tolerated by the sympathetic far-right state government of Gustav Ritter von Kahr.When the stock market in the United States crashed on 24 October 1929, the effect in Germany was dire. Millions were thrown out of work and several major banks collapsed. Hitler and the Nazis prepared to take advantage of the emergency to gain support for their party. They promised to strengthen the economy and provide jobs. Many voters decided the Nazi Party was capable of restoring order, quelling civil unrest, and improving Germany's international reputation. After the federal election of 1932, the party was the largest in the Reichstag, holding 230 seats with 37.4 per cent of the popular vote.
== History ==
=== Nazi seizure of power ===
Although the Nazis won the greatest share of the popular vote in the two Reichstag general elections of 1932, they did not have a majority. Hitler refused to participate in a coalition government unless he was its leader. Under pressure from politicians, industrialists, and the business community, President Paul von Hindenburg appointed Hitler as Chancellor of Germany on 30 January 1933. This event is known as the Machtergreifung ("seizure of power").On the night of 27 February 1933, the Reichstag building was set afire. Marinus van der Lubbe, a Dutch communist, was found guilty of starting the blaze. Hitler proclaimed that the arson marked the start of a communist uprising. The Reichstag Fire Decree, imposed on 28 February 1933, rescinded most civil liberties, including rights of assembly and freedom of the press. The decree also allowed the police to detain people indefinitely without charges. The legislation was accompanied by a propaganda campaign that led to public support for the measure. Violent suppression of communists by the SA was undertaken nationwide and 4,000 members of the Communist Party of Germany were arrested.On 23 March 1933, the Enabling Act, an amendment to the Weimar Constitution, passed in the Reichstag by a vote of 444 to 94. This amendment allowed Hitler and his cabinet to pass laws—even laws that violated the constitution—without the consent of the president or the Reichstag. As the bill required a two-thirds majority to pass, the Nazis used intimidation tactics as well as the provisions of the Reichstag Fire Decree to keep several Social Democratic deputies from attending, and the Communists had already been banned. The Enabling Act would subsequently serve as the legal foundation for the dictatorship the Nazis established.On 10 May, the government seized the assets of the Social Democrats, and they were banned on 22 June. On 21 June, the SA raided the offices of the German National People's Party – their former coalition partners – which then disbanded on 29 June. The remaining major political parties followed suit. On 14 July 1933 Germany became a one-party state with the passage of the Law Against the Formation of Parties, decreeing the Nazi Party to be the sole legal party in Germany. The founding of new parties was also made illegal, and all remaining political parties which had not already been dissolved were banned. Further elections in November 1933, 1936, and 1938 were Nazi-controlled, with only members of the Party and a small number of independents elected.
=== Nazification of Germany ===
The Hitler cabinet used the terms of the Reichstag Fire Decree and later the Enabling Act to initiate the process of Gleichschaltung ("co-ordination"), which brought all aspects of life under party control. Individual states not controlled by elected Nazi governments or Nazi-led coalitions were forced to agree to the appointment of Reich Commissars to bring the states in line with the policies of the central government. These Commissars, later replaced by Reichsstatthaltern (Reich Governors), had the power to dissolve state parliaments and to appoint and remove local governments, officials, and judges. In this way Germany became a de facto unitary state, with all state governments controlled by the central government under the Nazis. All the state parliaments were abolished on 30 January 1934 by the Law on the Reconstruction of the Reich, with all state sovereignty being transferred to the central government. The Reichsrat (federal upper house) soon followed on 14 February 1934 with the Law on the Abolition of the Reichsrat.All civilian organisations, including agricultural groups, volunteer organisations, and sports clubs, had their leadership replaced with Nazi sympathisers or party members; these civic organisations either merged with the Nazi Party or faced dissolution. The Nazi government declared a "Day of National Labor" for May Day 1933, and invited many trade union delegates to Berlin for celebrations. The day after, SA stormtroopers demolished union offices around the country; all trade unions were forced to dissolve and their leaders were arrested. The Law for the Restoration of the Professional Civil Service, passed in April, removed from their jobs all teachers, professors, judges, magistrates, and government officials who were Jewish or whose commitment to the party was suspect. This meant the only non-political institutions not under control of the Nazis were the churches.The Nazi regime abolished the symbols of the Weimar Republic—including the black, red, and gold tricolour flag—and adopted reworked symbolism. The previous imperial black, white, and red tricolour was restored as one of Germany's two official flags; the second was the swastika flag of the Nazi Party, which became the sole national flag in September 1935. The Party anthem "Horst-Wessel-Lied" ("Horst Wessel Song") became a second national anthem.Germany was still in a dire economic situation, as six million people were unemployed and the balance of trade deficit was daunting. Using deficit spending, public works projects were undertaken beginning in 1934, creating 1.7 million new jobs by the end of that year alone. Average wages began to rise.
=== Consolidation of power ===
The SA leadership continued to apply pressure for greater political and military power. In response, Hitler used the Schutzstaffel (SS) and Gestapo to purge the entire SA leadership. Hitler targeted SA Stabschef (Chief of Staff) Ernst Röhm and other SA leaders who—along with a number of Hitler's political adversaries (such as Gregor Strasser and former chancellor Kurt von Schleicher)—were arrested and shot. Up to 200 people were killed from 30 June to 2 July 1934 in an event that became known as the Night of the Long Knives.On 2 August 1934, Hindenburg died. The previous day, the cabinet had enacted the "Law Concerning the Head of State of the German Reich", which stated that upon Hindenburg's death the office of Reich President would be abolished and its powers merged with those of Reich Chancellor. Hitler thus became head of state as well as head of government and was formally named as Führer und Reichskanzler ("Leader and Chancellor"), although eventually Reichskanzler was dropped. Germany was now a totalitarian state with Hitler at its head. As head of state, Hitler became Supreme Commander of the armed forces. The new law provided an altered loyalty oath for servicemen so that they affirmed loyalty to Hitler personally rather than the office of supreme commander or the state. On 19 August, the merger of the presidency with the chancellorship was approved by 90 per cent of the electorate in a plebiscite.
Most Germans were relieved that the conflicts and street fighting of the Weimar era had ended. They were deluged with propaganda orchestrated by Minister of Public Enlightenment and Propaganda Joseph Goebbels, who promised peace and plenty for all in a united, Marxist-free country without the constraints of the Versailles Treaty. The Nazi Party obtained and legitimised power through its initial revolutionary activities, then through manipulation of legal mechanisms, the use of police powers, and by taking control of the state and federal institutions. The first major Nazi concentration camp, initially for political prisoners, was opened at Dachau in 1933. Hundreds of camps of varying size and function were created by the end of the war.Beginning in April 1933, scores of measures defining the status of Jews and their rights were instituted. These measures culminated in the establishment of the Nuremberg Laws of 1935, which stripped them of their basic rights. The Nazis would take from the Jews their wealth, their right to intermarry with non-Jews, and their right to occupy many fields of labour (such as law, medicine, or education). Eventually the Nazis declared the Jews as undesirable to remain among German citizens and society.
=== Military build-up ===
In the early years of the regime, Germany was without allies, and its military was drastically weakened by the Versailles Treaty. France, Poland, Italy, and the Soviet Union each had reasons to object to Hitler's rise to power. Poland suggested to France that the two nations engage in a preventive war against Germany in March 1933. Fascist Italy objected to German claims in the Balkans and on Austria, which Benito Mussolini considered to be in Italy's sphere of influence.As early as February 1933, Hitler announced that rearmament must begin, albeit clandestinely at first, as to do so was in violation of the Versailles Treaty. On 17 May 1933, Hitler gave a speech before the Reichstag outlining his desire for world peace and accepted an offer from American President Franklin D. Roosevelt for military disarmament, provided the other nations of Europe did the same. When the other European powers failed to accept this offer, Hitler pulled Germany out of the World Disarmament Conference and the League of Nations in October, claiming its disarmament clauses were unfair if they applied only to Germany. In a referendum held in November, 95 per cent of voters supported Germany's withdrawal.In 1934, Hitler told his military leaders that a war in the east should begin in 1942. The Saarland, which had been placed under League of Nations supervision for 15 years at the end of World War I, voted in January 1935 to become part of Germany. In March 1935, Hitler announced the creation of an air force, and that the Reichswehr would be increased to 550,000 men. Britain agreed to Germany building a naval fleet with the signing of the Anglo-German Naval Agreement on 18 June 1935.When the Italian invasion of Ethiopia led to only mild protests by the British and French governments, on 7 March 1936 Hitler used the Franco-Soviet Treaty of Mutual Assistance as a pretext to order the army to march 3,000 troops into the demilitarised zone in the Rhineland in violation of the Versailles Treaty. As the territory was part of Germany, the British and French governments did not feel that attempting to enforce the treaty was worth the risk of war. In the one-party election held on 29 March, the Nazis received 98.9 per cent support. In 1936, Hitler signed an Anti-Comintern Pact with Japan and a non-aggression agreement with Mussolini, who was soon referring to a "Rome-Berlin Axis".Hitler sent military supplies and assistance to the Nationalist forces of General Francisco Franco in the Spanish Civil War, which began in July 1936. The German Condor Legion included a range of aircraft and their crews, as well as a tank contingent. The aircraft of the Legion destroyed the city of Guernica in 1937. The Nationalists were victorious in 1939 and became an informal ally of Nazi Germany.
==== Austria and Czechoslovakia ====
In February 1938, Hitler emphasised to Austrian Chancellor Kurt Schuschnigg the need for Germany to secure its frontiers. Schuschnigg scheduled a plebiscite regarding Austrian independence for 13 March, but Hitler sent an ultimatum to Schuschnigg on 11 March demanding that he hand over all power to the Austrian Nazi Party or face an invasion. German troops entered Austria the next day, to be greeted with enthusiasm by the populace.The Republic of Czechoslovakia was home to a substantial minority of Germans, who lived mostly in the Sudetenland. Under pressure from separatist groups within the Sudeten German Party, the Czechoslovak government offered economic concessions to the region. Hitler decided not just to incorporate the Sudetenland into the Reich, but to destroy the country of Czechoslovakia entirely. The Nazis undertook a propaganda campaign to try to generate support for an invasion. Top German military leaders opposed the plan, as Germany was not yet ready for war.The crisis led to war preparations by Britain, Czechoslovakia, and France (Czechoslovakia's ally). Attempting to avoid war, British Prime Minister Neville Chamberlain arranged a series of meetings, the result of which was the Munich Agreement, signed on 29 September 1938. The Czechoslovak government was forced to accept the Sudetenland's annexation into Germany. Chamberlain was greeted with cheers when he landed in London, saying the agreement brought "peace for our time". In addition to the German annexation, Poland seized a narrow strip of land near Cieszyn on 2 October, while as a consequence of the Munich Agreement, Hungary demanded and received 12,000 km2 (4,600 sq mi) along their northern border in the First Vienna Award on 2 November. Following negotiations with President Emil Hácha, Hitler seized the rest of the Czech half of the country on 15 March 1939 and created the Protectorate of Bohemia and Moravia, one day after the proclamation of the Slovak Republic in the Slovak half. Also on 15 March, Hungary occupied and annexed the recently proclaimed and unrecognised Carpatho-Ukraine and an additional sliver of land disputed with Slovakia.Austrian and Czech foreign exchange reserves were seized by the Nazis, as were stockpiles of raw materials such as metals and completed goods such as weaponry and aircraft, which were shipped to Germany. The Reichswerke Hermann Göring industrial conglomerate took control of steel and coal production facilities in both countries.
==== Poland ====
In January 1934, Germany signed a non-aggression pact with Poland. In March 1939, Hitler demanded the return of the Free City of Danzig and the Polish Corridor, a strip of land that separated East Prussia from the rest of Germany. The British announced they would come to the aid of Poland if it was attacked. Hitler, believing the British would not actually take action, ordered an invasion plan should be readied for September 1939. On 23 May, Hitler described to his generals his overall plan of not only seizing the Polish Corridor but greatly expanding German territory eastward at the expense of Poland. He expected this time they would be met by force.The Germans reaffirmed their alliance with Italy and signed non-aggression pacts with Denmark, Estonia, and Latvia whilst trade links were formalised with Romania, Norway, and Sweden. Foreign Minister Joachim von Ribbentrop arranged in negotiations with the Soviet Union a non-aggression pact, the Molotov–Ribbentrop Pact, signed in August 1939. The treaty also contained secret protocols dividing Poland and the Baltic states into German and Soviet spheres of influence.
=== World War II ===
==== Foreign policy ====
Germany's wartime foreign policy involved the creation of allied governments controlled directly or indirectly from Berlin. They intended to obtain soldiers from allies such as Italy and Hungary and workers and food supplies from allies such as Vichy France. Hungary was the fourth nation to join the Axis, signing the Tripartite Pact on 27 September 1940. Bulgaria signed the pact on 17 November. German efforts to secure oil included negotiating a supply from their new ally, Romania, who signed the Pact on 23 November, alongside the Slovak Republic. By late 1942, there were 24 divisions from Romania on the Eastern Front, 10 from Italy, and 10 from Hungary. Germany assumed full control in France in 1942, Italy in 1943, and Hungary in 1944. Although Japan was a powerful ally, the relationship was distant, with little co-ordination or co-operation. For example, Germany refused to share their formula for synthetic oil from coal until late in the war.
==== Outbreak of war ====
Germany invaded Poland and captured the Free City of Danzig on 1 September 1939, beginning World War II in Europe. Honouring their treaty obligations, Britain and France declared war on Germany two days later. Poland fell quickly, as the Soviet Union attacked from the east on 17 September. Reinhard Heydrich, chief of the Sicherheitspolizei (SiPo; Security Police) and Sicherheitsdienst (SD; Security Service), ordered on 21 September that Polish Jews should be rounded up and concentrated into cities with good rail links. Initially the intention was to deport them further east, or possibly to Madagascar. Using lists prepared in advance, some 65,000 Polish intelligentsia, noblemen, clergy, and teachers were murdered by the end of 1939 in an attempt to destroy Poland's identity as a nation. Soviet forces advanced into Finland in the Winter War, and German forces saw action at sea. But little other activity occurred until May, so the period became known as the "Phoney War".From the start of the war, a British blockade on shipments to Germany affected its economy. Germany was particularly dependent on foreign supplies of oil, coal, and grain. Thanks to trade embargoes and the blockade, imports into Germany declined by 80 per cent. To safeguard Swedish iron ore shipments to Germany, Hitler ordered the invasion of Denmark and Norway, which began on 9 April. Denmark fell after less than a day, while most of Norway followed by the end of the month. By early June, Germany occupied all of Norway.
==== Conquest of Europe ====
Against the advice of many of his senior military officers, in May 1940 Hitler ordered an attack on France and the Low Countries. They quickly conquered Luxembourg and the Netherlands and outmanoeuvred the Allies in Belgium, forcing the evacuation of many British and French troops at Dunkirk. France fell as well, surrendering to Germany on 22 June. The victory in France resulted in an upswing in Hitler's popularity and an upsurge in war fever in Germany.In violation of the provisions of the Hague Convention, industrial firms in the Netherlands, France, and Belgium were put to work producing war materiel for Germany.
The Nazis seized from the French thousands of locomotives and rolling stock, stockpiles of weapons, and raw materials such as copper, tin, oil, and nickel. Payments for occupation costs were levied upon France, Belgium, and Norway. Barriers to trade led to hoarding, black markets, and uncertainty about the future. Food supplies were precarious; production dropped in most of Europe. Famine was experienced in many occupied countries.Hitler's peace overtures to the new British Prime Minister Winston Churchill were rejected in July 1940. Grand Admiral Erich Raeder had advised Hitler in June that air superiority was a pre-condition for a successful invasion of Britain, so Hitler ordered a series of aerial attacks on Royal Air Force (RAF) airbases and radar stations, as well as nightly air raids on British cities, including London, Plymouth, and Coventry. The German Luftwaffe failed to defeat the RAF in what became known as the Battle of Britain, and by the end of October, Hitler realised that air superiority would not be achieved. He permanently postponed the invasion, a plan which the commanders of the German army had never taken entirely seriously. Several historians, including Andrew Gordon, believe the primary reason for the failure of the invasion plan was the superiority of the Royal Navy, not the actions of the RAF.In February 1941, the German Afrika Korps arrived in Libya to aid the Italians in the North African Campaign. On 6 April, Germany launched an invasion of Yugoslavia and Greece. All of Yugoslavia and parts of Greece were subsequently divided between Germany, Hungary, Italy, and Bulgaria.
==== Invasion of the Soviet Union ====
On 22 June 1941, contravening the Molotov–Ribbentrop Pact, about 3.8 million Axis troops attacked the Soviet Union. In addition to Hitler's stated purpose of acquiring Lebensraum, this large-scale offensive—codenamed Operation Barbarossa—was intended to destroy the Soviet Union and seize its natural resources for subsequent aggression against the Western powers. The reaction among Germans was one of surprise and trepidation as many were concerned about how much longer the war would continue or suspected that Germany could not win a war fought on two fronts.
The invasion conquered a huge area, including the Baltic states, Belarus, and west Ukraine. After the successful Battle of Smolensk in September 1941, Hitler ordered Army Group Centre to halt its advance to Moscow and temporarily divert its Panzer groups to aid in the encirclement of Leningrad and Kyiv. This pause provided the Red Army with an opportunity to mobilise fresh reserves. The Moscow offensive, which resumed in October 1941, ended disastrously in December. On 7 December 1941, Japan attacked Pearl Harbor, Hawaii. Four days later, Germany declared war on the United States.Food was in short supply in the conquered areas of the Soviet Union and Poland, as the retreating armies had burned the crops in some areas, and much of the remainder was sent back to the Reich. In Germany, rations were cut in 1942. In his role as Plenipotentiary of the Four Year Plan, Hermann Göring demanded increased shipments of grain from France and fish from Norway. The 1942 harvest was good, and food supplies remained adequate in Western Europe.Germany and Europe as a whole were almost totally dependent on foreign oil imports. In an attempt to resolve the shortage, in June 1942 Germany launched Fall Blau ("Case Blue"), an offensive against the Caucasian oilfields. The Red Army launched a counter-offensive on 19 November and encircled the Axis forces, who were trapped in Stalingrad on 23 November. Göring assured Hitler that the 6th Army could be supplied by air, but this turned out to be infeasible. Hitler's refusal to allow a retreat led to the deaths of 200,000 German and Romanian soldiers; of the 91,000 men who surrendered in the city on 31 January 1943, only 6,000 survivors returned to Germany after the war.
==== Turning point and collapse ====
Losses continued to mount after Stalingrad, leading to a sharp reduction in the popularity of the Nazi Party and deteriorating morale. Soviet forces continued to push westward after the failed German offensive at the Battle of Kursk in the summer of 1943. By the end of 1943, the Germans had lost most of their eastern territorial gains. In Egypt, Field Marshal Erwin Rommel's Afrika Korps were defeated by British forces under Field Marshal Bernard Montgomery in October 1942. The Allies landed in Sicily in July 1943 and in Italy in September. Meanwhile, American and British bomber fleets based in Britain began operations against Germany. Many sorties were intentionally given civilian targets in an effort to destroy German morale. The bombing of aircraft factories as well as Peenemünde Army Research Center, where V-1 and V-2 rockets were being developed and produced, were also deemed particularly important. German aircraft production could not keep pace with losses, and without air cover the Allied bombing campaign became even more devastating. By targeting oil refineries and factories, they crippled the German war effort by late 1944.On 6 June 1944, American, British, and Canadian forces established a front in France with the D-Day landings in Normandy. On 20 July 1944, Hitler survived an assassination attempt. He ordered brutal reprisals, resulting in 7,000 arrests and the execution of more than 4,900 people. The failed Ardennes Offensive (16 December 1944 – 25 January 1945) was the last major German offensive on the western front, and Soviet forces entered Germany on 27 January. Hitler's refusal to admit defeat and his insistence that the war be fought to the last man led to unnecessary death and destruction in the war's closing months. Through his Justice Minister Otto Georg Thierack, Hitler ordered that anyone who was not prepared to fight should be court-martialed, and thousands of people were executed. In many areas, people surrendered to the approaching Allies in spite of exhortations of local leaders to continue to fight. Hitler ordered the destruction of transport, bridges, industries, and other infrastructure—a scorched earth decree—but Armaments Minister Albert Speer prevented this order from being fully carried out.
During the Battle of Berlin (16 April 1945 – 2 May 1945), Hitler and his staff lived in the underground Führerbunker while the Red Army approached. On 30 April, when Soviet troops were within two blocks of the Reich Chancellery, Hitler, along with his girlfriend and by then wife Eva Braun committed suicide. On 2 May, General Helmuth Weidling unconditionally surrendered Berlin to Soviet General Vasily Chuikov. Hitler was succeeded by Grand Admiral Karl Dönitz as Reich President and Goebbels as Reich Chancellor. Goebbels and his wife Magda committed suicide the next day after murdering their six children. Between 4 and 8 May 1945, most of the remaining German armed forces unconditionally surrendered. The German Instrument of Surrender was signed 8 May, marking the end of the Nazi regime and the end of World War II in Europe.Popular support for Hitler almost completely disappeared as the war drew to a close. Suicide rates in Germany increased, particularly in areas where the Red Army was advancing. Among soldiers and party personnel, suicide was often deemed an honourable and heroic alternative to surrender. First-hand accounts and propaganda about the uncivilised behaviour of the advancing Soviet troops caused panic among civilians on the Eastern Front, especially women, who feared being raped. More than a thousand people (out of a population of around 16,000) committed suicide in Demmin on and around 1 May 1945 as the 65th Army of 2nd Belorussian Front first broke into a distillery and then rampaged through the town, committing mass rapes, arbitrarily executing civilians, and setting fire to buildings. High numbers of suicides took place in many other locations, including Neubrandenburg (600 dead), Stolp in Pommern (1,000 dead), and Berlin, where at least 7,057 people committed suicide in 1945.
==== German casualties ====
Estimates of the total German war dead range from 5.5 to 6.9 million persons. A study by German historian Rüdiger Overmans puts the number of German military dead and missing at 5.3 million, including 900,000 men conscripted from outside of Germany's 1937 borders. Richard Overy estimated in 2014 that about 353,000 civilians were killed in Allied air raids. Other civilian deaths include 300,000 Germans (including Jews) who were victims of Nazi political, racial, and religious persecution and 200,000 who were murdered in the Nazi euthanasia program. Political courts called Sondergerichte sentenced some 12,000 members of the German resistance to death, and civil courts sentenced an additional 40,000 Germans. Mass rapes of German women also took place.
== Geography ==
=== Territorial changes ===
As a result of their defeat in World War I and the resulting Treaty of Versailles, Germany lost Alsace-Lorraine, Northern Schleswig, and Memel. The Saarland became a protectorate of France under the condition that its residents would later decide by referendum which country to join, and Poland became a separate nation and was given access to the sea by the creation of the Polish Corridor, which separated Prussia from the rest of Germany, while Danzig was made a free city.Germany regained control of the Saarland through a referendum held in 1935 and annexed Austria in the Anschluss of 1938. The Munich Agreement of 1938 gave Germany control of the Sudetenland, and they seized the remainder of Czechoslovakia six months later. Under threat of invasion by sea, Lithuania surrendered the Memel district in March 1939.Between 1939 and 1941, German forces invaded Poland, Denmark, Norway, France, Luxembourg, the Netherlands, Belgium, Yugoslavia, Greece, and the Soviet Union. Germany annexed parts of northern Yugoslavia in April 1941, while Mussolini ceded Trieste, South Tyrol, and Istria to Germany in 1943.
=== Occupied territories ===
Some of the conquered territories were incorporated into Germany as part of Hitler's long-term goal of creating a Greater Germanic Reich. Several areas, such as Alsace-Lorraine, were placed under the authority of an adjacent Gau (regional district). The Reichskommissariate (Reich Commissariats), quasi-colonial regimes, were established in some occupied countries. Areas placed under German administration included the Protectorate of Bohemia and Moravia, Reichskommissariat Ostland (encompassing the Baltic states and Belarus), and Reichskommissariat Ukraine. Conquered areas of Belgium and France were placed under control of the Military Administration in Belgium and Northern France. Belgian Eupen-Malmedy, which had been part of Germany until 1919, was annexed. Part of Poland was incorporated into the Reich, and the General Government was established in occupied central Poland. The governments of Denmark, Norway (Reichskommissariat Norwegen), and the Netherlands (Reichskommissariat Niederlande) were placed under civilian administrations staffed largely by natives. Hitler intended to eventually incorporate many of these areas into the Reich. Germany occupied the Italian protectorate of Albania and the Italian governorate of Montenegro in 1943 and installed a puppet government in occupied Serbia in 1941.
== Politics ==
=== Ideology ===
The Nazis were a far-right fascist political party which arose during the social and financial upheavals that occurred following the end of World War I. The Party remained small and marginalised, receiving 2.6% of the federal vote in 1928, prior to the onset of the Great Depression in 1929. By 1930 the Party won 18.3% of the federal vote, making it the Reichstag's second largest political party. While in prison after the failed Beer Hall Putsch of 1923, Hitler wrote Mein Kampf, which laid out his plan for transforming German society into one based on race. Nazi ideology brought together elements of antisemitism, racial hygiene, and eugenics, and combined them with pan-Germanism and territorial expansionism with the goal of obtaining more Lebensraum for the Germanic people. The regime attempted to obtain this new territory by attacking Poland and the Soviet Union, intending to deport or murder the Jews and Slavs living there, who were viewed as being inferior to the Aryan master race and part of a Jewish-Bolshevik conspiracy. The Nazi regime believed that only Germany could defeat the forces of Bolshevism and save humanity from world domination by International Jewry. Other people deemed life unworthy of life by the Nazis included the mentally and physically disabled, Romani people, homosexuals, Jehovah's Witnesses, and social misfits. Additionally, Freemasons were heavily monitored and persecuted.Influenced by the Völkisch movement, the regime was against cultural modernism and supported the development of an extensive military at the expense of intellectualism. Creativity and art were stifled, except where they could serve as propaganda media. The party used symbols such as the Blood Flag and rituals such as the Nazi Party rallies to foster unity and bolster the regime's popularity.
=== Government ===
Hitler ruled Germany autocratically by asserting the Führerprinzip ("leader principle"), which called for absolute obedience by all subordinates. He viewed the government structure as a pyramid, with himself—the infallible leader—at the apex. Party rank was not determined by elections, and positions were filled through appointment by those of higher rank. The party used propaganda to develop a cult of personality around Hitler. Historians such as Kershaw emphasise the psychological impact of Hitler's skill as an orator. Roger Gill states: "His moving speeches captured the minds and hearts of a vast number of the German people: he virtually hypnotized his audiences".While top officials reported to Hitler and followed his policies, they had considerable autonomy. He expected officials to "work towards the Führer" – to take the initiative in promoting policies and actions in line with party goals and Hitler's wishes, without his involvement in day-to-day decision-making. The government was a disorganised collection of factions led by the party elite, who struggled to amass power and gain the Führer's favour. Hitler's leadership style was to give contradictory orders to his subordinates and to place them in positions where their duties and responsibilities overlapped. In this way he fostered distrust, competition, and infighting among his subordinates to consolidate and maximise his own power.Successive Reichsstatthalter decrees between 1933 and 1935 abolished the existing Länder (constituent states) of Germany and replaced them with new administrative divisions, the Gaue, governed by Nazi leaders (Gauleiters). The change was never fully implemented, as the Länder were still used as administrative divisions for some government departments such as education. This led to a bureaucratic tangle of overlapping jurisdictions and responsibilities typical of the administrative style of the Nazi regime.Jewish civil servants lost their jobs in 1933, except for those who had seen military service in World War I. Members of the Party or party supporters were appointed in their place. As part of the process of Gleichschaltung, the Reich Local Government Law of 1935 abolished local elections, and mayors were appointed by the Ministry of the Interior.
=== Law ===
In August 1934, civil servants and members of the military were required to swear an oath of unconditional obedience to Hitler. These laws became the basis of the Führerprinzip, the concept that Hitler's word overrode all existing laws. Any acts that were sanctioned by Hitler—even murder—thus became legal. All legislation proposed by cabinet ministers had to be approved by the office of Deputy Führer Rudolf Hess, who could also veto top civil service appointments.Most of the judicial system and legal codes of the Weimar Republic remained in place to deal with non-political crimes. The courts issued and carried out far more death sentences than before the Nazis took power. People who were convicted of three or more offences—even petty ones—could be deemed habitual offenders and jailed indefinitely. People such as prostitutes and pickpockets were judged to be inherently criminal and a threat to the community. Thousands were arrested and confined indefinitely without trial.
A new type of court, the Volksgerichtshof ("People's Court"), was established in 1934 to deal with political cases. This court handed out over 5,000 death sentences until its dissolution in 1945. The death penalty could be issued for offences such as being a communist, printing seditious leaflets, or even making jokes about Hitler or other officials. The Gestapo was in charge of investigative policing to enforce Nazi ideology as they located and confined political offenders, Jews, and others deemed undesirable. Political offenders who were released from prison were often immediately re-arrested by the Gestapo and confined in a concentration camp.
The Nazis used propaganda to promulgate the concept of Rassenschande ("race defilement") to justify the need for racial laws. In September 1935, the Nuremberg Laws were enacted. These laws initially prohibited sexual relations and marriages between Aryans and Jews and were later extended to include "Gypsies, Negroes or their bastard offspring". The law also forbade the employment of German women under the age of 45 as domestic servants in Jewish households. The Reich Citizenship Law stated that only those of "German or related blood" could be citizens. Thus Jews and other non-Aryans were stripped of their German citizenship. The law also permitted the Nazis to deny citizenship to anyone who was not supportive enough of the regime. A supplementary decree issued in November defined as Jewish anyone with three Jewish grandparents, or two grandparents if the Jewish faith was followed.
== Military and paramilitary ==
=== Wehrmacht ===
The unified armed forces of Germany from 1935 to 1945 were called the Wehrmacht (defence force). This included the Heer (army), Kriegsmarine (navy), and the Luftwaffe (air force). From 2 August 1934, members of the armed forces were required to pledge an oath of unconditional obedience to Hitler personally. In contrast to the previous oath, which required allegiance to the constitution of the country and its lawful establishments, this new oath required members of the military to obey Hitler even if they were being ordered to do something illegal. Hitler decreed that the army would have to tolerate and even offer logistical support to the Einsatzgruppen—the mobile death squads responsible for millions of murders in Eastern Europe—when it was tactically possible to do so. Wehrmacht troops also participated directly in the Holocaust by shooting civilians or committing genocide under the guise of anti-partisan operations. The party line was that the Jews were the instigators of the partisan struggle and therefore needed to be eliminated. On 8 July 1941, Heydrich announced that all Jews in the eastern conquered territories were to be regarded as partisans and gave the order for all male Jews between the ages of 15 and 45 to be shot. By August, this was extended to include the entire Jewish population.In spite of efforts to prepare the country militarily, the economy could not sustain a lengthy war of attrition. A strategy was developed based on the tactic of Blitzkrieg ("lightning war"), which involved using quick coordinated assaults that avoided enemy strong points. Attacks began with artillery bombardment, followed by bombing and strafing runs. Next the tanks would attack and finally the infantry would move in to secure the captured area. Victories continued through mid-1940, but the failure to defeat Britain was the first major turning point in the war. The decision to attack the Soviet Union and the decisive defeat at Stalingrad led to the retreat of the German armies and the eventual loss of the war. The total number of soldiers who served in the Wehrmacht from 1935 to 1945 was around 18.2 million, of whom 5.3 million died.
=== The SA and SS ===
The Sturmabteilung (SA; Storm Detachment), or Brownshirts, founded in 1921, was the first paramilitary wing of the Nazi Party; their initial assignment was to protect Nazi leaders at rallies and assemblies. They also took part in street battles against the forces of rival political parties and violent actions against Jews and others. Under Ernst Röhm's leadership the SA grew by 1934 to over half a million members—4.5 million including reserves—at a time when the regular army was still limited to 100,000 men by the Versailles Treaty.Röhm hoped to assume command of the army and absorb it into the ranks of the SA. Hindenburg and Defence Minister Werner von Blomberg threatened to impose martial law if the activities of the SA were not curtailed. Therefore, less than a year and a half after seizing power, Hitler ordered the deaths of the SA leadership, including Rohm. After the purge of 1934, the SA was no longer a major force.Initially a small bodyguard unit under the auspices of the SA, the Schutzstaffel (SS; Protection Squadron) grew to become one of the largest and most powerful groups in Nazi Germany. Led by Reichsführer-SS Heinrich Himmler from 1929, the SS had over a quarter million members by 1938. Himmler initially envisioned the SS as being an elite group of guards, Hitler's last line of defence. The Waffen-SS, the military branch of the SS, evolved into a second army. It was dependent on the regular army for heavy weaponry and equipment, and most units were under tactical control of the High Command of the Armed Forces (OKW). By the end of 1942, the stringent selection and racial requirements that had initially been in place were no longer followed. With recruitment and conscription based only on expansion, by 1943 the Waffen-SS could not longer claim to be an elite fighting force.SS formations committed many war crimes against civilians and allied servicemen. From 1935 onward, the SS spearheaded the persecution of Jews, who were rounded up into ghettos and concentration camps. With the outbreak of World War II, the SS Einsatzgruppen units followed the army into Poland and the Soviet Union, where from 1941 to 1945 they murdered more than two million people, including 1.3 million Jews. A third of the Einsatzgruppen members were recruited from Waffen-SS personnel. The SS-Totenkopfverbände (death's head units) ran the concentration camps and extermination camps, where millions more were murdered. Up to 60,000 Waffen-SS men served in the camps.In 1931, Himmler organised an SS intelligence service which became known as the Sicherheitsdienst (SD; Security Service) under his deputy, Heydrich. This organisation was tasked with locating and arresting communists and other political opponents. Himmler established the beginnings of a parallel economy under the auspices of the SS Economy and Administration Head Office. This holding company owned housing corporations, factories, and publishing houses.
== Economy ==
=== Reich economics ===
The most pressing economic matter the Nazis initially faced was the 30 per cent national unemployment rate. Economist Hjalmar Schacht, President of the Reichsbank and Minister of Economics, created a scheme for deficit financing in May 1933. Capital projects were paid for with the issuance of promissory notes called Mefo bills. When the notes were presented for payment, the Reichsbank printed money. Hitler and his economic team expected that the upcoming territorial expansion would provide the means of repaying the soaring national debt. Schacht's administration achieved a rapid decline in the unemployment rate, the largest of any country during the Great Depression. Economic recovery was uneven, with reduced hours of work and erratic availability of necessities, leading to disenchantment with the regime as early as 1934.In October 1933, the Junkers Aircraft Works was expropriated. In concert with other aircraft manufacturers and under the direction of Aviation Minister Göring, production was ramped up. From a workforce of 3,200 people producing 100 units per year in 1932, the industry grew to employ a quarter of a million workers manufacturing over 10,000 technically advanced aircraft annually less than ten years later.An elaborate bureaucracy was created to regulate imports of raw materials and finished goods with the intention of eliminating foreign competition in the German marketplace and improving the nation's balance of payments. The Nazis encouraged the development of synthetic replacements for materials such as oil and textiles. As the market was experiencing a glut and prices for petroleum were low, in 1933 the Nazi government made a profit-sharing agreement with IG Farben, guaranteeing them a 5 per cent return on capital invested in their synthetic oil plant at Leuna. Any profits in excess of that amount would be turned over to the Reich. By 1936, Farben regretted making the deal, as excess profits were by then being generated. In another attempt to secure an adequate wartime supply of petroleum, Germany intimidated Romania into signing a trade agreement in March 1939.
Major public works projects financed with deficit spending included the construction of a network of Autobahnen and providing funding for programmes initiated by the previous government for housing and agricultural improvements. To stimulate the construction industry, credit was offered to private businesses and subsidies were made available for home purchases and repairs. On the condition that the wife would leave the workforce, a loan of up to 1,000 Reichsmarks could be accessed by young couples of Aryan descent who intended to marry, and the amount that had to be repaid was reduced by 25 per cent for each child born. The caveat that the woman had to remain unemployed outside the home was dropped by 1937 due to a shortage of skilled labourers.Envisioning widespread car ownership as part of the new Germany, Hitler arranged for designer Ferdinand Porsche to draw up plans for the KdF-wagen (Strength Through Joy car), intended to be an automobile that everyone could afford. A prototype was displayed at the International Motor Show in Berlin on 17 February 1939. With the outbreak of World War II, the factory was converted to produce military vehicles. None were sold until after the war, when the vehicle was renamed the Volkswagen (people's car).
Six million people were unemployed when the Nazis took power in 1933 and by 1937 there were fewer than a million. This was in part due to the removal of women from the workforce. Real wages dropped by 25 per cent between 1933 and 1938. After the dissolution of the trade unions in May 1933, their funds were seized and their leadership arrested, including those who attempted to co-operate with the Nazis. A new organisation, the German Labour Front, was created and placed under Nazi Party functionary Robert Ley. Many unemployed people were forcibly drafted into this organisation, where they were given uniforms and tools and put to work. As a result, unemployed people disappeared from the streets, contributing to the perception that the Nazis were improving economic conditions. The average work week was 43 hours in 1933; by 1939 this increased to 47 hours.By early 1934, the focus shifted towards rearmament. By 1935, military expenditures accounted for 73 per cent of the government's purchases of goods and services. On 18 October 1936, Hitler named Göring as Plenipotentiary of the Four Year Plan, intended to speed up rearmament. In addition to calling for the rapid construction of steel mills, synthetic rubber plants, and other factories, Göring instituted wage and price controls and restricted the issuance of stock dividends. Large expenditures were made on rearmament in spite of growing deficits. Plans unveiled in late 1938 for massive increases to the navy and air force were impossible to fulfil, as Germany lacked the finances and material resources to build the planned units, as well as the necessary fuel required to keep them running. With the introduction of compulsory military service in 1935, the Reichswehr, which had been limited to 100,000 by the terms of the Versailles Treaty, expanded to 750,000 on active service at the start of World War II, with a million more in the reserve. By January 1939, unemployment was down to 301,800 and it dropped to only 77,500 by September.
=== Wartime economy and forced labour ===
The Nazi war economy was a mixed economy that combined a free market with central planning. Historian Richard Overy describes it as being somewhere in between the command economy of the Soviet Union and the capitalist system of the United States.In 1942, after the death of Armaments Minister Fritz Todt, Hitler appointed Albert Speer as his replacement. Wartime rationing of consumer goods led to an increase in personal savings, funds which were in turn lent to the government to support the war effort. By 1944, the war was consuming 75 per cent of Germany's gross domestic product, compared to 60 per cent in the Soviet Union and 55 per cent in Britain. Speer improved production by centralising planning and control, reducing production of consumer goods, and using forced labour and slavery. The wartime economy eventually relied heavily upon the large-scale employment of slave labour. Germany imported and enslaved some 12 million people from 20 European countries to work in factories and on farms. Approximately 75 per cent were Eastern European. Many were casualties of Allied bombing, as they received poor air raid protection. Poor living conditions led to high rates of sickness, injury, and death, as well as sabotage and criminal activity. The wartime economy also relied upon large-scale robbery, initially through the state seizing the property of Jewish citizens and later by plundering the resources of occupied territories.Foreign workers brought into Germany were put into four classifications: guest workers, military internees, civilian workers, and Eastern workers. Each group was subject to different regulations. The Nazis issued a ban on sexual relations between Germans and foreign workers.By 1944, over a half million women served as auxiliaries in the German armed forces. The number of women in paid employment only increased by 271,000 (1.8 per cent) from 1939 to 1944. As the production of consumer goods had been cut back, women left those industries for employment in the war economy. They also took jobs formerly held by men, especially on farms and in family-owned shops.Very heavy strategic bombing by the Allies targeted refineries producing synthetic oil and gasoline, as well as the German transportation system, especially rail yards and canals. The armaments industry began to break down by September 1944. By November, fuel coal was no longer reaching its destinations and the production of new armaments was no longer possible. Overy argues that the bombing strained the German war economy and forced it to divert up to one-fourth of its manpower and industry into anti-aircraft resources, which very likely shortened the war.
=== Financial exploitation of conquered territories ===
During the course of the war, the Nazis extracted considerable plunder from occupied Europe. Historian and war correspondent William L. Shirer writes: "The total amount of [Nazi] loot will never be known; it has proved beyond man's capacity to accurately compute." Gold reserves and other foreign holdings were seized from the national banks of occupied nations, while large "occupation costs" were usually imposed. By the end of the war, occupation costs were calculated by the Nazis at 60 billion Reichsmarks, with France alone paying 31.5 billion. The Bank of France was forced to provide 4.5 billion Reichsmarks in "credits" to Germany, while a further 500,000 Reichsmarks were assessed against Vichy France by the Nazis in the form of "fees" and other miscellaneous charges. The Nazis exploited other conquered nations in a similar way. After the war, the United States Strategic Bombing Survey concluded Germany had obtained 104 billion Reichsmarks in the form of occupation costs and other wealth transfers from occupied Europe, including two-thirds of the gross domestic product of Belgium and the Netherlands.Nazi plunder included private and public art collections, artefacts, precious metals, books, and personal possessions. Hitler and Göring in particular were interested in acquiring looted art treasures from occupied Europe, the former planning to use the stolen art to fill the galleries of the planned Führermuseum (Leader's Museum), and the latter for his personal collection. Göring, having stripped almost all of occupied Poland of its artworks within six months of Germany's invasion, ultimately grew a collection valued at over 50 million Reichsmarks. In 1940, the Reichsleiter Rosenberg Taskforce was established to loot artwork and cultural material from public and private collections, libraries, and museums throughout Europe. France saw the greatest extent of Nazi plunder. Some 26,000 railroad cars of art treasures, furniture, and other looted items were sent to Germany from France. By January 1941, Rosenberg estimated the looted treasures from France to be valued at over one billion Reichsmarks. In addition, soldiers looted or purchased goods such as produce and clothing—items, which were becoming harder to obtain in Germany—for shipment home.Goods and raw materials were also taken. In France, an estimated 9,000,000 t (8,900,000 long tons; 9,900,000 short tons) of cereals were seized during the course of the war, including 75 per cent of its oats. In addition, 80 per cent of the country's oil and 74 per cent of its steel production were taken. The valuation of this loot is estimated to be 184.5 billion francs. In Poland, Nazi plunder of raw materials began even before the German invasion had concluded.Following Operation Barbarossa, the Soviet Union was also plundered. In 1943 alone, 9,000,000 tons of cereals, 2,000,000 t (2,000,000 long tons; 2,200,000 short tons) of fodder, 3,000,000 t (3,000,000 long tons; 3,300,000 short tons) of potatoes, and 662,000 t (652,000 long tons; 730,000 short tons) of meats were sent back to Germany. During the course of the German occupation, some 12 million pigs and 13 million sheep were taken. The value of this plunder is estimated at 4 billion Reichsmarks. This relatively low number in comparison to the occupied nations of Western Europe can be attributed to the devastating fighting on the Eastern Front.
== Racial policy and eugenics ==
=== Racism and antisemitism ===
Racism and antisemitism were basic tenets of the Nazi Party and the Nazi regime. Nazi Germany's racial policy was based on their belief in the existence of a superior master race. The Nazis postulated the existence of a racial conflict between the Aryan master race and inferior races, particularly Jews, who were viewed as a mixed race that had infiltrated society and were responsible for the exploitation and repression of the Aryan race.
=== Persecution of Jews ===
Discrimination against Jews began immediately after the seizure of power. Following a month-long series of attacks by members of the SA on Jewish businesses and synagogues, on 1 April 1933 Hitler declared a national boycott of Jewish businesses. The Law for the Restoration of the Professional Civil Service passed on 7 April forced all non-Aryan civil servants to retire from the legal profession and civil service. Similar legislation soon deprived other Jewish professionals of their right to practise, and on 11 April a decree was promulgated that stated anyone who had even one Jewish parent or grandparent was considered non-Aryan. As part of the drive to remove Jewish influence from cultural life, members of the National Socialist German Students' League removed from libraries any books considered un-German, and a nationwide book burning was held on 10 May.The regime used violence and economic pressure to encourage Jews to leave the country voluntarily. Jewish businesses were denied access to markets, forbidden to advertise, and deprived of access to government contracts. Citizens were harassed and subjected to violent attacks. Many towns posted signs forbidding entry to Jews.On 7 November 1938 a young Jewish man, Herschel Grynszpan, shot and killed Ernst vom Rath, a legation secretary at the German embassy in Paris, to protest his family's treatment in Germany. This incident provided the pretext for a pogrom the Nazis incited against the Jews two days later. Members of the SA damaged or destroyed synagogues and Jewish property throughout Germany. At least 91 German Jews were murdered during this pogrom, later called Kristallnacht, the Night of Broken Glass. Further restrictions were imposed on Jews in the coming months – they were forbidden to own businesses or work in retail shops, drive cars, go to the cinema, visit the library, or own weapons, and Jewish pupils were removed from schools. The Jewish community was fined one billion marks to pay for the damage caused by Kristallnacht and told that any insurance settlements would be confiscated. By 1939, around 250,000 of Germany's 437,000 Jews had emigrated to the United States, Argentina, Great Britain, Palestine, and other countries. Many chose to stay in continental Europe. Emigrants to Palestine were allowed to transfer property there under the terms of the Haavara Agreement, but those moving to other countries had to leave virtually all their property behind, and it was seized by the government.
=== Persecution of Romani ===
Like the Jews, the Romani were subjected to persecution from the early days of the regime. The Romani were forbidden to marry people of German extraction. They were shipped to concentration camps starting in 1935 and many were murdered. Following the invasion of Poland, 2,500 Roma and Sinti people were deported from Germany to the General Government, where they were imprisoned in labour camps. The survivors were likely exterminated at Bełżec, Sobibor, or Treblinka. A further 5,000 Sinti and Austrian Lalleri people were deported to the Łódź Ghetto in late 1941, where half were estimated to have died. The Romani survivors of the ghetto were subsequently moved to the Chełmno extermination camp in early 1942.The Nazis intended on deporting all Romani people from Germany, and confined them to Zigeunerlager (Gypsy camps) for this purpose. Himmler ordered their deportation from Germany in December 1942, with few exceptions. A total of 23,000 Romani were deported to Auschwitz concentration camp, of whom 19,000 died. Outside of Germany, the Romani people were regularly used for forced labour, though many were murdered outright. In the Baltic states and the Soviet Union, 30,000 Romani were murdered by the SS, the German Army, and Einsatzgruppen. In occupied Serbia, 1,000 to 12,000 Romani were murdered, while nearly all 25,000 Romani living in the Independent State of Croatia were murdered. The estimates at end of the war put the total number of Romani victims at around 220,000, which equalled approximately 25 per cent of the Romani population in Europe.
=== Other persecuted groups ===
Action T4 was a programme of systematic murder of the physically and mentally handicapped and patients in psychiatric hospitals that took place mainly from 1939 to 1941, and continued until the end of the war. Initially the victims were shot by the Einsatzgruppen and others; gas chambers and gas vans using carbon monoxide were used by early 1940. Under the Law for the Prevention of Hereditarily Diseased Offspring, enacted on 14 July 1933, over 400,000 individuals underwent compulsory sterilisation. Over half were those considered mentally deficient, which included not only people who scored poorly on intelligence tests, but those who deviated from expected standards of behaviour regarding thrift, sexual behaviour, and cleanliness. Most of the victims came from disadvantaged groups such as prostitutes, the poor, the homeless, and criminals. Other groups persecuted and murdered included Jehovah's Witnesses, homosexuals, social misfits, and members of the political and religious opposition.
=== Generalplan Ost ===
Germany's war in the East was based on Hitler's long-standing view that Jews were the great enemy of the German people and that Lebensraum was needed for Germany's expansion. Hitler focused his attention on Eastern Europe, aiming to conquer Poland and the Soviet Union. Hitler's belief in the racial inferiority of Russians, as well as Slavs in general, had convinced him that a German conquest of Russia was inevitable. After the occupation of Poland in 1939, all Jews living in the General Government were confined to ghettos, and those who were physically fit were required to perform compulsory labour. In 1941 Hitler decided to destroy the Polish nation completely; within 15 to 20 years the General Government was to be cleared of ethnic Poles and resettled by German colonists. About 3.8 to 4 million Poles would remain as slaves, part of a slave labour force of 14 million the Nazis intended to create using citizens of conquered nations.Nazi propaganda depicted Eastern Europe as historically Germanic territories, promoting the myth that these regions were stolen from Aryan races by Hunnic and Avar tribes. Hitler viewed Slavs as primitive subhumans and for this reason detested German alliance with Austria-Hungary during World War I. In his works such as Mein Kampf and Zweites Buch, Hitler viewed the Slavs as lacking the capability to form a state. Anti-Slavism was also a core feature of Nazi ideology, with Nazi Party Office of Racial Policy categorising Slavs as racially inferior untermensch. Through the Generalplan Ost ("General Plan for the East"), Nazi Germany sought the total domination by Germanic peoples of Eastern Europe by conducting a genocide of Slavic inhabitants and forcibly deporting rest of the population beyond the Urals.To determine who should be killed, Himmler created the Volksliste, a system of classification of people deemed to be of German blood. He ordered that those of Germanic descent who refused to be classified as ethnic Germans should be deported to concentration camps, have their children taken away, or be assigned to forced labour. The plan also included the kidnapping of children deemed to have Aryan-Nordic traits, who were presumed to be of German descent. The goal was to implement Generalplan Ost after the conquest of the Soviet Union, but when the invasion failed Hitler had to consider other options. One suggestion was a mass forced deportation of Jews to Poland, Palestine, or Madagascar.In addition, the Nazis planned to reduce the population of the conquered territories by 30 million people through starvation in an action called the Hunger Plan. Food supplies would be diverted to the German army and German civilians. Cities would be razed and the land allowed to return to forest or resettled by German colonists. Together, the Hunger Plan and Generalplan Ost would have led to the starvation of 80 million people in the Soviet Union. These partially fulfilled plans resulted in the democidal deaths of an estimated 19.3 million civilians and prisoners of war (POWs) throughout the USSR and elsewhere in Europe. During the course of the war, the Soviet Union lost a total of 27 million people; less than nine million of these were combat deaths. One in four of the Soviet population were killed or wounded.
=== The Holocaust and Final Solution ===
Around the time of the failed offensive against Moscow in December 1941, Hitler resolved that the Jews of Europe were to be exterminated immediately. While the murder of Jewish civilians had been ongoing in the occupied territories of Poland and the Soviet Union, plans for the total eradication of the Jewish population of Europe—eleven million people—were formalised at the Wannsee Conference on 20 January 1942. Some would be worked to death and the rest would be murdered in the implementation of the Final Solution to the Jewish Question. Initially the victims were murdered by Einsatzgruppen firing squads, then by stationary gas chambers or by gas vans, but these methods proved impractical for an operation of this scale. By 1942 extermination camps equipped with gas chambers were established at Auschwitz, Chełmno, Sobibor, Treblinka, and elsewhere. The total number of Jews murdered is estimated at 5.5 to six million, including over a million children.The Allies received information about the murders from the Polish government-in-exile and Polish leadership in Warsaw, based mostly on intelligence from the Polish underground. German citizens had access to information about what was happening, as soldiers returning from the occupied territories reported on what they had seen and done. Historian Richard J. Evans states that most German citizens disapproved of the genocide.
=== Oppression of ethnic Poles ===
Poles were viewed by Nazis as subhuman non-Aryans, and during the German occupation of Poland 2.7 million ethnic Poles died. Polish civilians were subject to forced labour in German industry, internment, wholesale expulsions to make way for German colonists, and mass executions. The German authorities engaged in a systematic effort to destroy Polish culture and national identity. During operation AB-Aktion, many university professors and members of the Polish intelligentsia were arrested, transported to concentration camps, or executed. During the war, Poland lost an estimated 39 to 45 per cent of its physicians and dentists, 26 to 57 per cent of its lawyers, 15 to 30 per cent of its teachers, 30 to 40 per cent of its scientists and university professors, and 18 to 28 per cent of its clergy.
=== Mistreatment of Soviet POWs ===
The Nazis captured 5.75 million Soviet prisoners of war, more than they took from all the other Allied powers combined. Of these, they killed an estimated 3.3 million, with 2.8 million of them being killed between June 1941 and January 1942. Many POWs starved to death or resorted to cannibalism while being held in open-air pens at Auschwitz and elsewhere.From 1942 onward, Soviet POWs were viewed as a source of forced labour, and received better treatment so they could work. By December 1944, 750,000 Soviet POWs were working, including in German armaments factories (in violation of the Hague and Geneva conventions), mines, and farms.
== Society ==
=== Education ===
Antisemitic legislation passed in 1933 led to the removal of all Jewish teachers, professors, and officials from the education system. Most teachers were required to belong to the Nationalsozialistischer Lehrerbund (NSLB; National Socialist Teachers League) and university professors were required to join the National Socialist German Lecturers. Teachers had to take an oath of loyalty and obedience to Hitler, and those who failed to show sufficient conformity to party ideals were often reported by students or fellow teachers and dismissed. Lack of funding for salaries led to many teachers leaving the profession. The average class size increased from 37 in 1927 to 43 in 1938 due to the resulting teacher shortage.Frequent and often contradictory directives were issued by Interior Minister Wilhelm Frick, Bernhard Rust of the Reich Ministry of Science, Education and Culture, and other agencies regarding content of lessons and acceptable textbooks for use in primary and secondary schools. Books deemed unacceptable to the regime were removed from school libraries. Indoctrination in Nazi ideology was made compulsory in January 1934. Students selected as future members of the party elite were indoctrinated from the age of 12 at Adolf Hitler Schools for primary education and National Political Institutes of Education for secondary education. Detailed indoctrination of future holders of elite military rank was undertaken at Order Castles.
Primary and secondary education focused on racial biology, population policy, culture, geography, and physical fitness. The curriculum in most subjects, including biology, geography, and even arithmetic, was altered to change the focus to race. Military education became the central component of physical education, and education in physics was oriented toward subjects with military applications, such as ballistics and aerodynamics. Students were required to watch all films prepared by the school division of the Reich Ministry of Public Enlightenment and Propaganda.At universities, appointments to top posts were the subject of power struggles between the education ministry, the university boards, and the National Socialist German Students' League. In spite of pressure from the League and various government ministries, most university professors did not make changes to their lectures or syllabus during the Nazi period. This was especially true of universities located in predominantly Catholic regions. Enrolment at German universities declined from 104,000 students in 1931 to 41,000 in 1939, but enrolment in medical schools rose sharply as Jewish doctors had been forced to leave the profession, so medical graduates had good job prospects. From 1934, university students were required to attend frequent and time-consuming military training sessions run by the SA. First-year students also had to serve six months in a labour camp for the Reich Labour Service; an additional ten weeks service were required of second-year students.
=== Role of women and family ===
Women were a cornerstone of Nazi social policy. The Nazis opposed the feminist movement, claiming that it was the creation of Jewish intellectuals, instead advocating a patriarchal society in which the German woman would recognise that her "world is her husband, her family, her children, and her home". Feminist groups were shut down or incorporated into the National Socialist Women's League, which coordinated groups throughout the country to promote motherhood and household activities. Courses were offered on childrearing, sewing, and cooking. Prominent feminists, including Anita Augspurg, Lida Gustava Heymann, and Helene Stöcker, felt forced to live in exile. The League published the NS-Frauen-Warte, the only Nazi-approved women's magazine in Nazi Germany; despite some propaganda aspects, it was predominantly an ordinary woman's magazine.Women were encouraged to leave the workforce, and the creation of large families by racially suitable women was promoted through propaganda campaigns. Women received a bronze award—known as the Ehrenkreuz der Deutschen Mutter (Cross of Honour of the German Mother)—for giving birth to four children, silver for six, and gold for eight or more. Large families received subsidies to help with expenses. Though the measures led to increases in the birth rate, the number of families having four or more children declined by five per cent between 1935 and 1940. Removing women from the workforce did not have the intended effect of freeing up jobs for men, as women were for the most part employed as domestic servants, weavers, or in the food and drink industries—jobs that were not of interest to men. Nazi philosophy prevented large numbers of women from being hired to work in munitions factories in the build-up to the war, so foreign labourers were brought in. After the war started, slave labourers were extensively used. In January 1943, Hitler signed a decree requiring all women under the age of fifty to report for work assignments to help the war effort. Thereafter women were funnelled into agricultural and industrial jobs, and by September 1944 14.9 million women were working in munitions production.Nazi leaders endorsed the idea that rational and theoretical work was alien to a woman's nature, and as such discouraged women from seeking higher education. A law passed in April 1933 limited the number of females admitted to university to ten per cent of the number of male attendees. This resulted in female enrolment in secondary schools dropping from 437,000 in 1926 to 205,000 in 1937. The number of women enrolled in post-secondary schools dropped from 128,000 in 1933 to 51,000 in 1938. However, with the requirement that men be enlisted into the armed forces during the war, women comprised half of the enrolment in the post-secondary system by 1944.
Women were expected to be strong, healthy, and vital. The sturdy peasant woman who worked the land and bore strong children was considered ideal, and women were praised for being athletic and tanned from working outdoors. Organisations were created for the indoctrination of Nazi values. From 25 March 1939 membership in the Hitler Youth was made compulsory for all children over the age of ten. The Jungmädelbund (Young Girls League) section of the Hitler Youth was for girls age 10 to 14, and the Bund Deutscher Mädel (BDM; League of German Girls) for young women age 14 to 18. The BDM's activities focused on physical education, with activities such as running, long-jumping, somersaulting, tightrope-walking, marching, and swimming.The Nazi regime promoted a liberal code of conduct regarding sexual matters and was sympathetic to women who bore children out of wedlock. Promiscuity increased as the war progressed, with unmarried soldiers often intimately involved with several women simultaneously. Soldiers' wives were frequently involved in extramarital relationships. Sex was sometimes used as a commodity to obtain better work from a foreign labourer. Pamphlets enjoined German women to avoid sexual relations with foreign workers as a danger to their blood.With Hitler's approval, Himmler intended that the new society of the Nazi regime should destigmatise illegitimate births, particularly of children fathered by members of the SS, who were vetted for racial purity. His hope was that each SS family would have between four and six children. The Lebensborn (Fountain of Life) association, founded by Himmler in 1935, created a series of maternity homes to accommodate single mothers during their pregnancies. Both parents were examined for racial suitability before acceptance. The resulting children were often adopted into SS families. The homes were also made available to the wives of SS and Nazi Party members, who quickly filled over half the available spots.Existing laws banning abortion except for medical reasons were strictly enforced by the Nazi regime. The number of abortions declined from 35,000 per year at the start of the 1930s to fewer than 2,000 per year at the end of the decade, though in 1935 a law was passed allowing abortions for eugenics reasons.
=== Health ===
Nazi Germany had a strong anti-tobacco movement, as pioneering research by Franz H. Müller in 1939 demonstrated a causal link between smoking and lung cancer. The Reich Health Office took measures to try to limit smoking, including producing lectures and pamphlets. Smoking was banned in many workplaces, on trains, and among on-duty members of the military. Government agencies also worked to control other carcinogenic substances such as asbestos and pesticides. As part of a general public health campaign, water supplies were cleaned up, lead and mercury were removed from consumer products, and women were urged to undergo regular screenings for breast cancer.Government-run health care insurance plans were available, but Jews were denied coverage starting in 1933. That same year, Jewish doctors were forbidden to treat government-insured patients. In 1937, Jewish doctors were forbidden to treat non-Jewish patients, and in 1938 their right to practice medicine was removed entirely.Medical experiments, many of them pseudoscientific, were performed on concentration camp inmates beginning in 1941. The most notorious doctor to perform medical experiments was SS-Hauptsturmführer Josef Mengele, camp doctor at Auschwitz. Many of his victims died. Concentration camp inmates were made available for purchase by pharmaceutical companies for drug testing and other experiments.
=== Environmentalism ===
Nazi society had elements supportive of animal rights and many people were fond of zoos and wildlife. The government took several measures to ensure the protection of animals and the environment. In 1933, the Nazis enacted a stringent animal-protection law that affected what was allowed for medical research. The law was only loosely enforced, and in spite of a ban on vivisection, the Ministry of the Interior readily handed out permits for experiments on animals.The Reich Forestry Office under Göring enforced regulations that required foresters to plant a variety of trees to ensure suitable habitat for wildlife, and a new Reich Animal Protection Act became law in 1933. The regime enacted the Reich Nature Protection Act in 1935 to protect the natural landscape from excessive economic development. It allowed for the expropriation of privately owned land to create nature preserves and aided in long-range planning. Perfunctory efforts were made to curb air pollution, but little enforcement of existing legislation was undertaken once the war began.
=== Religion ===
When the Nazis seized power in 1933, roughly 67 per cent of the population of Germany was Protestant, 33 per cent was Roman Catholic, while Jews made up less than 1 per cent. According to 1939 census, 54 per cent considered themselves Protestant, 40 per cent Roman Catholic, 3.5 per cent Gottgläubig (God-believing; a Nazi religious movement) and 1.5 per cent nonreligious. Nazi Germany extensively employed Christian imagery and instituted a variety of new Christian holidays and celebrations, such as a massive celebration marking the 1200th anniversary of the birth of Frankish emperor Charlemagne, who Christianized neighbouring continental Germanic peoples by force during the Saxon Wars. Nazi propaganda stylised Hitler as a Christ-like messiah, a "figure of redemption according to the Christian model", "who would liberate the world from the Antichrist".Under the Gleichschaltung process, Hitler attempted to create a unified Protestant Reich Church from Germany's 28 existing Protestant state churches. Pro-Nazi Ludwig Müller was installed as Reich Bishop and the pro-Nazi pressure group German Christians gained control of the new church. They objected to the Old Testament because of its Jewish origins and demanded that converted Jews be barred from their church. Pastor Martin Niemöller responded with the formation of the Confessing Church, from which some clergymen opposed the Nazi regime. When in 1935 the Confessing Church synod protested the Nazi policy on religion, 700 of their pastors were arrested. Müller resigned and Hitler appointed Hanns Kerrl as Minister for Church Affairs to continue efforts to control Protestantism. In 1936, a Confessing Church envoy protested to Hitler against the religious persecutions and human rights abuses. Hundreds more pastors were arrested. The church continued to resist and by early 1937 Hitler abandoned his hope of uniting the Protestant churches. Niemöller was arrested on 1 July 1937 and spent most of the next seven years in Sachsenhausen concentration camp and Dachau. Theological universities were closed and pastors and theologians of other Protestant denominations were also arrested.
Persecution of the Catholic Church in Germany followed the Nazi takeover. Hitler moved quickly to eliminate political Catholicism, rounding up functionaries of the Catholic-aligned Bavarian People's Party and Catholic Centre Party, which along with all other non-Nazi political parties ceased to exist by July. The Reichskonkordat (Reich Concordat) treaty with the Vatican was signed in 1933, amid continuing harassment of the church in Germany. The treaty required the regime to honour the independence of Catholic institutions and prohibited clergy from involvement in politics. Hitler routinely disregarded the Concordat, closing all Catholic institutions whose functions were not strictly religious. Clergy, nuns and lay leaders were targeted, with thousands of arrests over the ensuing years, often on trumped-up charges of currency smuggling or immorality. Several Catholic leaders were targeted in the 1934 Night of the Long Knives assassinations. Most Catholic youth groups refused to dissolve themselves and Hitler Youth leader Baldur von Schirach encouraged members to attack Catholic boys in the streets. Propaganda campaigns claimed the church was corrupt, restrictions were placed on public meetings and Catholic publications faced censorship. Catholic schools were required to reduce religious instruction and crucifixes were removed from state buildings.Pope Pius XI had the "Mit brennender Sorge" ("With Burning Concern") encyclical smuggled into Germany for Passion Sunday 1937 and read from every pulpit as it denounced the systematic hostility of the regime toward the church. In response, Goebbels renewed the regime's crackdown and propaganda against Catholics. Enrolment in denominational schools dropped sharply and by 1939 all such schools were disbanded or converted to public facilities. Later Catholic protests included the 22 March 1942 pastoral letter by the German bishops on "The Struggle against Christianity and the Church". About 30 per cent of Catholic priests were disciplined by police during the Nazi era. A vast security network spied on the activities of clergy and priests were frequently denounced, arrested or sent to concentration camps – many to the dedicated clergy barracks at Dachau. In the areas of Poland annexed in 1939, the Nazis instigated a brutal suppression and systematic dismantling of the Catholic Church.Alfred Rosenberg, head of the Nazi Party Office of Foreign Affairs and Hitler's appointed cultural and educational leader for Nazi Germany, considered Catholicism to be among the Nazis' chief enemies. He planned the "extermination of the foreign Christian faiths imported into Germany", and for the Bible and Christian cross to be replaced in all churches, cathedrals, and chapels with copies of Mein Kampf and the swastika. Other sects of Christianity were also targeted, with Chief of the Nazi Party Chancellery Martin Bormann publicly proclaiming in 1941, "National Socialism and Christianity are irreconcilable."
=== Resistance to the regime ===
While no unified resistance movement opposing the Nazi regime existed, acts of defiance such as sabotage and labour slowdowns took place, as well as attempts to overthrow the regime or assassinate Hitler. The banned Communist and Social Democratic parties set up resistance networks in the mid-1930s. These networks achieved little beyond fomenting unrest and initiating short-lived strikes. Carl Friedrich Goerdeler, who initially supported Hitler, changed his mind in 1936 and was later a participant in the July 20 plot. The Red Orchestra spy ring provided information to the Allies about Nazi war crimes, helped orchestrate escapes from Germany, and distributed leaflets. The group was detected by the Gestapo and more than 50 members were tried and executed in 1942. Communist and Social Democratic resistance groups resumed activity in late 1942, but were unable to achieve much beyond distributing leaflets. The two groups saw themselves as potential rival parties in post-war Germany, and for the most part did not co-ordinate their activities. The White Rose resistance group was primarily active in 1942–43, and many of its members were arrested or executed, with the final arrests taking place in 1944. Another civilian resistance group, the Kreisau Circle, had some connections with the military conspirators, and many of its members were arrested after the failed 20 July plot.While civilian efforts had an impact on public opinion, the army was the only organisation with the capacity to overthrow the government. A major plot by men in the upper echelons of the military originated in 1938. They believed Britain would go to war over Hitler's planned invasion of Czechoslovakia, and Germany would lose. The plan was to overthrow Hitler or possibly assassinate him. Participants included Generaloberst Ludwig Beck, Generaloberst Walther von Brauchitsch, Generaloberst Franz Halder, Admiral Wilhelm Canaris, and Generalleutnant Erwin von Witzleben, who joined a conspiracy headed by Oberstleutnant Hans Oster and Major Helmuth Groscurth of the Abwehr. The planned coup was cancelled after the signing of the Munich Agreement in September 1938. Many of the same people were involved in a coup planned for 1940, but again the participants changed their minds and backed down, partly because of the popularity of the regime after the early victories in the war. Attempts to assassinate Hitler resumed in earnest in 1943, with Henning von Tresckow joining Oster's group and attempting to blow up Hitler's plane in 1943. Several more attempts followed before the failed 20 July 1944 plot, which was at least partly motivated by the increasing prospect of a German defeat in the war. The plot, part of Operation Valkyrie, involved Claus von Stauffenberg planting a bomb in the conference room at Wolf's Lair at Rastenburg. Hitler, who narrowly survived, later ordered savage reprisals resulting in the execution of more than 4,900 people.Around 1940 a resistance group formed around the priest Heinrich Maier. The group passed on locations of production facilities for V-2 rockets, Tiger tanks, and aircraft to the Allies from late 1943 onwards. Allied bombers used this information to carry out air attacks. The Maier group provided information about the mass murder of Jews very early on; these reports were not initially believed by the Allies. The resistance group was uncovered and most of its members were imprisoned, tortured, or killed.
== Culture ==
The regime promoted the concept of Volksgemeinschaft, a national German ethnic community. The goal was to build a classless society based on racial purity and the perceived need to prepare for warfare, conquest and a struggle against Marxism. The German Labour Front founded the Kraft durch Freude (KdF; Strength Through Joy) organisation in 1933. As well as taking control of tens of thousands of privately run recreational clubs, it offered highly regimented holidays and entertainment such as cruises, vacation destinations and concerts.The Reichskulturkammer (Reich Chamber of Culture) was organised under the control of the Propaganda Ministry in September 1933. Sub-chambers were set up to control aspects of cultural life such as film, radio, newspapers, fine arts, music, theatre and literature. Members of these professions were required to join their respective organisation. Jews and people considered politically unreliable were prevented from working in the arts, and many emigrated. Books and scripts had to be approved by the Propaganda Ministry prior to publication. Standards deteriorated as the regime sought to use cultural outlets exclusively as propaganda media.Radio became popular in Germany during the 1930s; over 70 per cent of households owned a receiver by 1939, more than any other country. By July 1933, radio station staffs were purged of leftists and others deemed undesirable. Propaganda and speeches were typical radio fare immediately after the seizure of power, but as time went on Goebbels insisted that more music be played so that listeners would not turn to foreign broadcasters for entertainment.
=== Censorship ===
Newspapers, like other media, were controlled by the state; the Reich Press Chamber shut down or bought newspapers and publishing houses. By 1939, over two-thirds of the newspapers and magazines were directly owned by the Propaganda Ministry. The Nazi Party daily newspaper, the Völkischer Beobachter ("Ethnic Observer"), was edited by Rosenberg, who also wrote The Myth of the Twentieth Century, a book of racial theories espousing Nordic superiority. Goebbels controlled the wire services and insisted that all newspapers in Germany only publish content favourable to the regime. Under Goebbels, the Propaganda Ministry issued two dozen directives every week on exactly what news should be published and what angles to use; the typical newspaper followed the directives closely, especially regarding what to omit. Newspaper readership plummeted, partly because of the decreased quality of the content and partly because of the surge in popularity of radio. Propaganda became less effective towards the end of the war, as people were able to obtain information outside of official channels.Authors of books left the country in droves and some wrote material critical of the regime while in exile. Goebbels recommended that the remaining authors concentrate on books themed on Germanic myths and the concept of blood and soil. By the end of 1933, over a thousand books—most of them by Jewish authors or featuring Jewish characters—had been banned by the Nazi regime. Nazi book burnings took place; nineteen such events were held on the night of 10 May 1933. Tens of thousands of books from dozens of figures, including Albert Einstein, Sigmund Freud, Helen Keller, Alfred Kerr, Marcel Proust, Erich Maria Remarque, Upton Sinclair, Jakob Wassermann, H. G. Wells, and Émile Zola were publicly burned. Pacifist works, and literature espousing liberal, democratic values were targeted for destruction, as well as any writings supporting the Weimar Republic or those written by Jewish authors.
=== Architecture and art ===
Hitler took a personal interest in architecture and worked closely with state architects Paul Troost and Albert Speer to create public buildings in a neoclassical style based on Roman architecture. Speer constructed imposing structures such as the Nazi party rally grounds in Nuremberg and a new Reich Chancellery building in Berlin. Hitler's plans for rebuilding Berlin included a gigantic dome based on the Pantheon in Rome and a triumphal arch more than double the height of the Arc de Triomphe in Paris. Neither structure was built.Hitler's belief that abstract, Dadaist, expressionist and modern art were decadent became the basis for policy. Many art museum directors lost their posts in 1933 and were replaced by party members. Some 6,500 modern works of art were removed from museums and replaced with works chosen by a Nazi jury. Exhibitions of the rejected pieces, under titles such as "Decadence in Art", were launched in sixteen different cities by 1935. The Degenerate Art Exhibition, organised by Goebbels, ran in Munich from July to November 1937. The exhibition proved wildly popular, attracting over two million visitors.Composer Richard Strauss was appointed president of the Reichsmusikkammer (Reich Music Chamber) on its founding in November 1933. As was the case with other art forms, the Nazis ostracised musicians who were deemed racially unacceptable and for the most part disapproved of music that was too modern or atonal. Jazz was considered especially inappropriate and foreign jazz musicians left the country or were expelled. Hitler favoured the music of Richard Wagner, especially pieces based on Germanic myths and heroic stories, and attended the Bayreuth Festival each year from 1933 to 1942.
=== Film ===
Movies were popular in Germany in the 1930s and 1940s, with admissions of over a billion people in 1942, 1943, and 1944. By 1934, German regulations restricting currency exports made it impossible for US film makers to take their profits back to America, so the major film studios closed their German branches. Exports of German films plummeted, as their antisemitic content made them impossible to show in other countries. The two largest film companies, Universum Film AG and Tobis, were purchased by the Propaganda Ministry, which by 1939 was producing most German films. The productions were not always overtly propagandistic, but generally had a political subtext and followed party lines regarding themes and content. Scripts were pre-censored.Leni Riefenstahl's Triumph of the Will (1935)—documenting the 1934 Nuremberg Rally—and Olympia (1938)—covering the 1936 Summer Olympics—pioneered techniques of camera movement and editing that influenced later films. New techniques such as telephoto lenses and cameras mounted on tracks were employed. Both films remain controversial, as their aesthetic merit is inseparable from their propagandising of Nazi ideals.
== Legacy ==
The Allied powers organised war crimes trials, beginning with the Nuremberg trials, held from November 1945 to October 1946, of 23 top Nazi officials. They were charged with four counts—conspiracy to commit crimes, crimes against peace, war crimes and crimes against humanity—in violation of international laws governing warfare. All but three of the defendants were found guilty and twelve were sentenced to death. Twelve subsequent Nuremberg trials of 184 defendants were held between 1946 and 1949. Between 1946 and 1949, the Allies investigated 3,887 cases, of which 489 were brought to trial. The result was convictions of 1,426 people; 297 of these were sentenced to death and 279 to life in prison, with the remainder receiving lesser sentences. About 65 per cent of the death sentences were carried out. Poland was more active than other nations in investigating war crimes, for example prosecuting 673 of the total 789 Auschwitz staff brought to trial.The political programme espoused by Hitler and the Nazis brought about a world war, leaving behind a devastated and impoverished Europe. Germany itself suffered wholesale destruction, characterised as Stunde Null (Zero Hour). The number of civilians killed during the Second World War was unprecedented in the history of warfare. As a result, Nazi ideology and the actions taken by the regime are almost universally regarded as gravely immoral. Historians, philosophers, and politicians often use the word "evil" to describe Hitler and the Nazi regime. Interest in Nazi Germany continues in the media and the academic world. While Evans remarks that the era "exerts an almost universal appeal because its murderous racism stands as a warning to the whole of humanity", young neo-Nazis enjoy the shock value that Nazi symbols or slogans provide. The display or use of Nazi symbolism such as flags, swastikas, or greetings is illegal in Germany and Austria.Nazi Germany was succeeded by three states: West Germany (the Federal Republic of Germany or "FRG"), East Germany (the German Democratic Republic or "GDR"), and Austria.
The process of denazification, which was initiated by the Allies as a way to remove Nazi Party members was only partially successful, as the need for experts in such fields as medicine and engineering was too great. However, expression of Nazi views was frowned upon, and those who expressed such views were frequently dismissed from their jobs. From the immediate post-war period through the 1950s, people avoided talking about the Nazi regime or their own wartime experiences. While virtually every family suffered losses during the war has a story to tell, Germans kept quiet about their experiences and felt a sense of communal guilt, even if they were not directly involved in war crimes.The trial of Adolf Eichmann in 1961 and the broadcast of the television miniseries Holocaust in 1978 brought the process of Vergangenheitsbewältigung (coping with the past) to the forefront for many Germans. Once study of Nazi Germany was introduced into the school curriculum starting in the 1970s, people began researching the experiences of their family members. Study of the era and a willingness to critically examine its mistakes has led to the development of a strong democracy in Germany, but with lingering undercurrents of antisemitism and neo-Nazi thought.In 2017, a Körber Foundation survey found that just 47 per cent of 14 to 16-year-olds in Germany knew what Auschwitz was. The journalist Alan Posener attributed the country's "growing historical amnesia" in part to a failure by the German film and television industry to reflect the country's history accurately.
== See also ==
Collaboration with the Axis powers
European interwar dictatorships
Glossary of Nazi Germany
List of Nazi Party leaders and officials
Nazi songs
Orders, decorations, and medals of Nazi Germany
Sonderweg
== References ==
=== Explanatory notes ===
=== Citations ===
=== Bibliography ===
== External links ==
Wikimedia Atlas of Germany
"Introduction to the Holocaust". Holocaust Encyclopedia. United States Holocaust Memorial Museum.
German Propaganda Archive hosted by Calvin College
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Economics
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Economics () is a social science that studies the production, distribution, and consumption of goods and services.Economics focuses on the behaviour and interactions of economic agents and how economies work. Microeconomics analyzes what's viewed as basic elements in the economy, including individual agents and markets, their interactions, and the outcomes of interactions. Individual agents may include, for example, households, firms, buyers, and sellers. Macroeconomics analyzes the economy as a system where production, consumption, saving, and investment interact, and factors affecting it: employment of the resources of labour, capital, and land, currency inflation, economic growth, and public policies that have impact on these elements.
Other broad distinctions within economics include those between positive economics, describing "what is", and normative economics, advocating "what ought to be"; between economic theory and applied economics; between rational and behavioural economics; and between mainstream economics and heterodox economics.Economic analysis can be applied throughout society, including business, finance, cybersecurity, health care, engineering and government. It is also applied to such diverse subjects as crime, education, the family, feminism, law, philosophy, politics, religion, social institutions, war, science, and the environment.
== Definitions of economics over time ==
The earlier term for the discipline was 'political economy', but since the late 19th century, it has commonly been called 'economics'. The term is ultimately derived from Ancient Greek οἰκονομία (oikonomia) which is a term for the "way (nomos) to run a household (oikos)", or in other words the know-how of an οἰκονομικός (oikonomikos), or "household or homestead manager". Derived terms such as "economy" can therefore often mean "frugal" or "thrifty". By extension then, "political economy" was the way to manage a polis or state.
There are a variety of modern definitions of economics; some reflect evolving views of the subject or different views among economists. Scottish philosopher Adam Smith (1776) defined what was then called political economy as "an inquiry into the nature and causes of the wealth of nations", in particular as:
a branch of the science of a statesman or legislator [with the twofold objectives of providing] a plentiful revenue or subsistence for the people ... [and] to supply the state or commonwealth with a revenue for the publick services.
Jean-Baptiste Say (1803), distinguishing the subject matter from its public-policy uses, defined it as the science of production, distribution, and consumption of wealth. On the satirical side, Thomas Carlyle (1849) coined "the dismal science" as an epithet for classical economics, in this context, commonly linked to the pessimistic analysis of Malthus (1798). John Stuart Mill (1844) delimited the subject matter further:
The science which traces the laws of such of the phenomena of society as arise from the combined operations of mankind for the production of wealth, in so far as those phenomena are not modified by the pursuit of any other object.
Alfred Marshall provided a still widely cited definition in his textbook Principles of Economics (1890) that extended analysis beyond wealth and from the societal to the microeconomic level:
Economics is a study of man in the ordinary business of life. It enquires how he gets his income and how he uses it. Thus, it is on the one side, the study of wealth and on the other and more important side, a part of the study of man.
Lionel Robbins (1932) developed implications of what has been termed "[p]erhaps the most commonly accepted current definition of the subject":
Economics is the science which studies human behaviour as a relationship between ends and scarce means which have alternative uses.
Robbins described the definition as not classificatory in "pick[ing] out certain kinds of behaviour" but rather analytical in "focus[ing] attention on a particular aspect of behaviour, the form imposed by the influence of scarcity." He affirmed that previous economists have usually centred their studies on the analysis of wealth: how wealth is created (production), distributed, and consumed; and how wealth can grow. But he said that economics can be used to study other things, such as war, that are outside its usual focus. This is because war has as the goal winning it (as a sought after end), generates both cost and benefits; and, resources (human life and other costs) are used to attain the goal. If the war is not winnable or if the expected costs outweigh the benefits, the deciding actors (assuming they are rational) may never go to war (a decision) but rather explore other alternatives. Economics cannot be defined as the science that studies wealth, war, crime, education, and any other field economic analysis can be applied to; but, as the science that studies a particular common aspect of each of those subjects (they all use scarce resources to attain a sought after end).
Some subsequent comments criticized the definition as overly broad in failing to limit its subject matter to analysis of markets. From the 1960s, however, such comments abated as the economic theory of maximizing behaviour and rational-choice modelling expanded the domain of the subject to areas previously treated in other fields. There are other criticisms as well, such as in scarcity not accounting for the macroeconomics of high unemployment.Gary Becker, a contributor to the expansion of economics into new areas, described the approach he favoured as "combin[ing the] assumptions of maximizing behaviour, stable preferences, and market equilibrium, used relentlessly and unflinchingly." One commentary characterizes the remark as making economics an approach rather than a subject matter but with great specificity as to the "choice process and the type of social interaction that [such] analysis involves." The same source reviews a range of definitions included in principles of economics textbooks and concludes that the lack of agreement need not affect the subject-matter that the texts treat. Among economists more generally, it argues that a particular definition presented may reflect the direction toward which the author believes economics is evolving, or should evolve.Many economists including nobel prize winners James M. Buchanan and Ronald Coase reject the method-based definition of Robbins and continue to prefer definitions like those of Say, in terms of its subject matter. Ha-Joon Chang has for example argued that the definition of Robbins would make economics very peculiar because all other sciences define themselves in terms of the area of inquiry or object of inquiry rather than the methodology. In the biology department, they do not say that all biology should be studied with DNA analysis. People study living organisms in many different ways, so some people will do DNA analysis, others might do anatomy, and still others might build game theoretic models of animal behavior. But they are all called biology because they all study living organisms. According to Ha Joon Chang, this view that the economy can and should be studied in only one way (for example by studying only rational choices), and going even one step further and basically redefining economics as a theory of everything, is very peculiar.
== History of economic thought ==
=== From antiquity through the physiocrats ===
Questions regarding distribution of resources are found throughout the writings of the Boeotian poet Hesiod and several economic historians have described Hesiod himself as the "first economist". However, the word Oikos, the Greek word from which the word economy derives, was used for issues regarding how to manage a household (which was understood to be the landowner, his family, and his slaves) rather than to refer to some normative societal system of distribution of resources, which is a much more recent phenomenon. Xenophon, the author of the Oeconomicus, is credited by philologues for being the source of the word economy. Other notable writers from Antiquity through to the Renaissance which wrote on include Aristotle, Chanakya (also known as Kautilya), Qin Shi Huang, Ibn Khaldun, and Thomas Aquinas. Joseph Schumpeter described 16th and 17th century scholastic writers, including Tomás de Mercado, Luis de Molina, and Juan de Lugo, as "coming nearer than any other group to being the 'founders' of scientific economics" as to monetary, interest, and value theory within a natural-law perspective.
Two groups, who later were called "mercantilists" and "physiocrats", more directly influenced the subsequent development of the subject. Both groups were associated with the rise of economic nationalism and modern capitalism in Europe. Mercantilism was an economic doctrine that flourished from the 16th to 18th century in a prolific pamphlet literature, whether of merchants or statesmen. It held that a nation's wealth depended on its accumulation of gold and silver. Nations without access to mines could obtain gold and silver from trade only by selling goods abroad and restricting imports other than of gold and silver. The doctrine called for importing cheap raw materials to be used in manufacturing goods, which could be exported, and for state regulation to impose protective tariffs on foreign manufactured goods and prohibit manufacturing in the colonies.Physiocrats, a group of 18th-century French thinkers and writers, developed the idea of the economy as a circular flow of income and output. Physiocrats believed that only agricultural production generated a clear surplus over cost, so that agriculture was the basis of all wealth. Thus, they opposed the mercantilist policy of promoting manufacturing and trade at the expense of agriculture, including import tariffs. Physiocrats advocated replacing administratively costly tax collections with a single tax on income of land owners. In reaction against copious mercantilist trade regulations, the physiocrats advocated a policy of laissez-faire, which called for minimal government intervention in the economy.Adam Smith (1723–1790) was an early economic theorist. Smith was harshly critical of the mercantilists but described the physiocratic system "with all its imperfections" as "perhaps the purest approximation to the truth that has yet been published" on the subject.
=== Classical political economy ===
The publication of Adam Smith's The Wealth of Nations in 1776, has been described as "the effective birth of economics as a separate discipline." The book identified land, labour, and capital as the three factors of production and the major contributors to a nation's wealth, as distinct from the physiocratic idea that only agriculture was productive.
Smith discusses potential benefits of specialization by division of labour, including increased labour productivity and gains from trade, whether between town and country or across countries. His "theorem" that "the division of labor is limited by the extent of the market" has been described as the "core of a theory of the functions of firm and industry" and a "fundamental principle of economic organization." To Smith has also been ascribed "the most important substantive proposition in all of economics" and foundation of resource-allocation theory—that, under competition, resource owners (of labour, land, and capital) seek their most profitable uses, resulting in an equal rate of return for all uses in equilibrium (adjusted for apparent differences arising from such factors as training and unemployment).In an argument that includes "one of the most famous passages in all economics," Smith represents every individual as trying to employ any capital they might command for their own advantage, not that of the society, and for the sake of profit, which is necessary at some level for employing capital in domestic industry, and positively related to the value of produce. In this:
He generally, indeed, neither intends to promote the public interest, nor knows how much he is promoting it. By preferring the support of domestic to that of foreign industry, he intends only his own security; and by directing that industry in such a manner as its produce may be of the greatest value, he intends only his own gain, and he is in this, as in many other cases, led by an invisible hand to promote an end which was no part of his intention. Nor is it always the worse for the society that it was no part of it. By pursuing his own interest he frequently promotes that of the society more effectually than when he really intends to promote it.
The Rev. Thomas Robert Malthus (1798) used the concept of diminishing returns to explain low living standards. Human population, he argued, tended to increase geometrically, outstripping the production of food, which increased arithmetically. The force of a rapidly growing population against a limited amount of land meant diminishing returns to labour. The result, he claimed, was chronically low wages, which prevented the standard of living for most of the population from rising above the subsistence level. Economist Julian Lincoln Simon has criticized Malthus's conclusions.While Adam Smith emphasized production and income, David Ricardo (1817) focused on the distribution of income among landowners, workers, and capitalists. Ricardo saw an inherent conflict between landowners on the one hand and labour and capital on the other. He posited that the growth of population and capital, pressing against a fixed supply of land, pushes up rents and holds down wages and profits. Ricardo was also the first to state and prove the principle of comparative advantage, according to which each country should specialize in producing and exporting goods in that it has a lower relative cost of production, rather relying only on its own production. It has been termed a "fundamental analytical explanation" for gains from trade.Coming at the end of the classical tradition, John Stuart Mill (1848) parted company with the earlier classical economists on the inevitability of the distribution of income produced by the market system. Mill pointed to a distinct difference between the market's two roles: allocation of resources and distribution of income. The market might be efficient in allocating resources but not in distributing income, he wrote, making it necessary for society to intervene.Value theory was important in classical theory. Smith wrote that the "real price of every thing ... is the toil and trouble of acquiring it". Smith maintained that, with rent and profit, other costs besides wages also enter the price of a commodity. Other classical economists presented variations on Smith, termed the 'labour theory of value'. Classical economics focused on the tendency of any market economy to settle in a final stationary state made up of a constant stock of physical wealth (capital) and a constant population size.
=== Marxian economics ===
Marxist (later, Marxian) economics descends from classical economics and it derives from the work of Karl Marx. The first volume of Marx's major work, Das Kapital, was published in German in 1867. In it, Marx focused on the labour theory of value and the theory of surplus value which, he believed, explained the exploitation of labour by capital. The labour theory of value held that the value of an exchanged commodity was determined by the labour that went into its production and the theory of surplus value demonstrated how the workers only got paid a proportion of the value their work had created.Marxian economics was further developed by Karl Kautsky (1854–1938)'s The Economic Doctrines of Karl Marx and The Class Struggle (Erfurt Program), Rudolf Hilferding's (1877–1941) Finance Capital, Vladimir Lenin (1870–1924)'s The Development of Capitalism in Russia and Imperialism, the Highest Stage of Capitalism, and Rosa Luxemburg (1871–1919)'s The Accumulation of Capital.
=== Neoclassical economics ===
At its inception as a social science, economics was defined and discussed at length as the study of production, distribution, and consumption of wealth by Jean-Baptiste Say in his Treatise on Political Economy or, The Production, Distribution, and Consumption of Wealth (1803). These three items were considered only in relation to the increase or diminution of wealth, and not in reference to their processes of execution. Say's definition has survived in part up to the present, modified by substituting the word "wealth" for "goods and services" meaning that wealth may include non-material objects as well. One hundred and thirty years later, Lionel Robbins noticed that this definition no longer sufficed, because many economists were making theoretical and philosophical inroads in other areas of human activity. In his Essay on the Nature and Significance of Economic Science, he proposed a definition of economics as a study of human behaviour, subject to and constrained by scarcity, which forces people to choose, allocate scarce resources to competing ends, and economize (seeking the greatest welfare while avoiding the wasting of scarce resources). According to Robbins: "Economics is the science which studies human behavior as a relationship between ends and scarce means which have alternative uses". Robbins' definition eventually became widely accepted by mainstream economists, and found its way into current textbooks. Although far from unanimous, most mainstream economists would accept some version of Robbins' definition, even though many have raised serious objections to the scope and method of economics, emanating from that definition.A body of theory later termed "neoclassical economics" formed from about 1870 to 1910. The term "economics" was popularized by such neoclassical economists as Alfred Marshall and Mary Paley Marshall as a concise synonym for "economic science" and a substitute for the earlier "political economy". This corresponded to the influence on the subject of mathematical methods used in the natural sciences.Neoclassical economics systematized supply and demand as joint determinants of price and quantity in market equilibrium, affecting both the allocation of output and the distribution of income. It dispensed with the labour theory of value inherited from classical economics in favour of a marginal utility theory of value on the demand side and a more general theory of costs on the supply side. In the 20th century, neoclassical theorists moved away from an earlier notion suggesting that total utility for a society could be measured in favour of ordinal utility, which hypothesizes merely behaviour-based relations across persons.In microeconomics, neoclassical economics represents incentives and costs as playing a pervasive role in shaping decision making. An immediate example of this is the consumer theory of individual demand, which isolates how prices (as costs) and income affect quantity demanded. In macroeconomics it is reflected in an early and lasting neoclassical synthesis with Keynesian macroeconomics.Neoclassical economics is occasionally referred as orthodox economics whether by its critics or sympathizers. Modern mainstream economics builds on neoclassical economics but with many refinements that either supplement or generalize earlier analysis, such as econometrics, game theory, analysis of market failure and imperfect competition, and the neoclassical model of economic growth for analysing long-run variables affecting national income.
Neoclassical economics studies the behaviour of individuals, households, and organizations (called economic actors, players, or agents), when they manage or use scarce resources, which have alternative uses, to achieve desired ends. Agents are assumed to act rationally, have multiple desirable ends in sight, limited resources to obtain these ends, a set of stable preferences, a definite overall guiding objective, and the capability of making a choice. There exists an economic problem, subject to study by economic science, when a decision (choice) is made by one or more players to attain the best possible outcome.
=== Keynesian economics ===
Keynesian economics derives from John Maynard Keynes, in particular his book The General Theory of Employment, Interest and Money (1936), which ushered in contemporary macroeconomics as a distinct field. The book focused on determinants of national income in the short run when prices are relatively inflexible. Keynes attempted to explain in broad theoretical detail why high labour-market unemployment might not be self-correcting due to low "effective demand" and why even price flexibility and monetary policy might be unavailing. The term "revolutionary" has been applied to the book in its impact on economic analysis.Keynesian economics has two successors. Post-Keynesian economics also concentrates on macroeconomic rigidities and adjustment processes. It is generally associated with the University of Cambridge and the work of Joan Robinson.New-Keynesian economics is also associated with developments in the Keynesian fashion. Within this group researchers tend to share with other economists the emphasis on models employing micro foundations and optimizing behaviour but with a narrower focus on standard Keynesian themes such as price and wage rigidity. These are usually made to be endogenous features of the models, rather than simply assumed as in older Keynesian-style ones.
=== Chicago school of economics ===
The Chicago School of economics is best known for its free market advocacy and monetarist ideas. According to Milton Friedman and monetarists, market economies are inherently stable if the money supply does not greatly expand or contract.
=== Austrian School of economics ===
The Austrian School emphasizes human action, property rights and the freedom to contract and transact to have a thriving and successful economy. It also emphasizes that the state should play as small role as possible (if any role) in the regulation of economic activity between two transacting parties. A key component of Austrian economics is the principle of sound money. As Ludwig Von Mises, one of the most prominent 20th century Austrian economists, stated, "Ideologically it (sound money) belongs in the same class with political constitutions and bills of rights." Austrian economists assert that sound money prevents government actors from debasing the currency, disrupting the savings rate of the population and artificially distorting the economic choices of individual actors.
=== Other schools and approaches ===
Other schools or trends of thought referring to a particular style of economics practised at and disseminated from well-defined groups of academicians that have become known worldwide, include the Freiburg School, the School of Lausanne, post-Keynesian economics and the Stockholm school. Contemporary mainstream economics is sometimes separated into the Saltwater approach of those universities along the Eastern and Western coasts of the US, and the Freshwater, or Chicago school approach.Within macroeconomics there is, in general order of their historical appearance in the literature; classical economics, neoclassical economics, Keynesian economics, the neoclassical synthesis, monetarism, new classical economics, New Keynesian economics and the new neoclassical synthesis. In general, alternative developments include ecological economics, constitutional economics, institutional economics, evolutionary economics, dependency theory, structuralist economics, world systems theory, econophysics, econodynamics, feminist economics and biophysical economics.
== Methodology ==
=== Theoretical research ===
Mainstream economic theory relies upon analytical economic models. When creating theories, the objective is to find assumptions which are at least as simple in information requirements, more precise in predictions, and more fruitful in generating additional research than prior theories. While neoclassical economic theory constitutes both the dominant or orthodox theoretical as well as methodological framework, economic theory can also take the form of other schools of thought such as in heterodox economic theories.
In microeconomics, principal concepts include supply and demand, marginalism, rational choice theory, opportunity cost, budget constraints, utility, and the theory of the firm. Early macroeconomic models focused on modelling the relationships between aggregate variables, but as the relationships appeared to change over time macroeconomists, including new Keynesians, reformulated their models with microfoundations, in which microeconomic concepts play a major part.
Sometimes an economic hypothesis is only qualitative, not quantitative.Expositions of economic reasoning often use two-dimensional graphs to illustrate theoretical relationships. At a higher level of generality, mathematical economics is the application of mathematical methods to represent theories and analyze problems in economics. Paul Samuelson's treatise Foundations of Economic Analysis (1947) exemplifies the method, particularly as to maximizing behavioral relations of agents reaching equilibrium. The book focused on examining the class of statements called operationally meaningful theorems in economics, which are theorems that can conceivably be refuted by empirical data.
=== Empirical research ===
Economic theories are frequently tested empirically, largely through the use of econometrics using economic data. The controlled experiments common to the physical sciences are difficult and uncommon in economics, and instead broad data is observationally studied; this type of testing is typically regarded as less rigorous than controlled experimentation, and the conclusions typically more tentative. However, the field of experimental economics is growing, and increasing use is being made of natural experiments.
Statistical methods such as regression analysis are common. Practitioners use such methods to estimate the size, economic significance, and statistical significance ("signal strength") of the hypothesized relation(s) and to adjust for noise from other variables. By such means, a hypothesis may gain acceptance, although in a probabilistic, rather than certain, sense. Acceptance is dependent upon the falsifiable hypothesis surviving tests. Use of commonly accepted methods need not produce a final conclusion or even a consensus on a particular question, given different tests, data sets, and prior beliefs.
Experimental economics has promoted the use of scientifically controlled experiments. This has reduced the long-noted distinction of economics from natural sciences because it allows direct tests of what were previously taken as axioms. In some cases these have found that the axioms are not entirely correct.
In behavioural economics, psychologist Daniel Kahneman won the Nobel Prize in economics in 2002 for his and Amos Tversky's empirical discovery of several cognitive biases and heuristics. Similar empirical testing occurs in neuroeconomics. Another example is the assumption of narrowly selfish preferences versus a model that tests for selfish, altruistic, and cooperative preferences. These techniques have led some to argue that economics is a "genuine science".
== Microeconomics ==
Microeconomics examines how entities, forming a market structure, interact within a market to create a market system. These entities include private and public players with various classifications, typically operating under scarcity of tradable units and light government regulation. The item traded may be a tangible product such as apples or a service such as repair services, legal counsel, or entertainment.
Various market structures exist. In perfectly competitive markets, no participants are large enough to have the market power to set the price of a homogeneous product. In other words, every participant is a "price taker" as no participant influences the price of a product. In the real world, markets often experience imperfect competition.
Forms of imperfect competition include monopoly (in which there is only one seller of a good), duopoly (in which there are only two sellers of a good), oligopoly (in which there are few sellers of a good), monopolistic competition (in which there are many sellers producing highly differentiated goods), monopsony (in which there is only one buyer of a good), and oligopsony (in which there are few buyers of a good). Firms under imperfect competition have the potential to be "price makers", which means that they can influence the prices of their products.
In partial equilibrium method of analysis, it is assumed that activity in the market being analysed does not affect other markets. This method aggregates (the sum of all activity) in only one market. General-equilibrium theory studies various markets and their behaviour. It aggregates (the sum of all activity) across all markets. This method studies both changes in markets and their interactions leading towards equilibrium.
=== Production, cost, and efficiency ===
In microeconomics, production is the conversion of inputs into outputs. It is an economic process that uses inputs to create a commodity or a service for exchange or direct use. Production is a flow and thus a rate of output per period of time. Distinctions include such production alternatives as for consumption (food, haircuts, etc.) vs. investment goods (new tractors, buildings, roads, etc.), public goods (national defence, smallpox vaccinations, etc.) or private goods (new computers, bananas, etc.), and "guns" vs "butter".
Inputs used in the production process include such primary factors of production as labour services, capital (durable produced goods used in production, such as an existing factory), and land (including natural resources). Other inputs may include intermediate goods used in production of final goods, such as the steel in a new car.
Economic efficiency measures how well a system generates desired output with a given set of inputs and available technology. Efficiency is improved if more output is generated without changing inputs. A widely accepted general standard is Pareto efficiency, which is reached when no further change can make someone better off without making someone else worse off.
The production–possibility frontier (PPF) is an expository figure for representing scarcity, cost, and efficiency. In the simplest case an economy can produce just two goods (say "guns" and "butter"). The PPF is a table or graph (as at the right) showing the different quantity combinations of the two goods producible with a given technology and total factor inputs, which limit feasible total output. Each point on the curve shows potential total output for the economy, which is the maximum feasible output of one good, given a feasible output quantity of the other good.
Scarcity is represented in the figure by people being willing but unable in the aggregate to consume beyond the PPF (such as at X) and by the negative slope of the curve. If production of one good increases along the curve, production of the other good decreases, an inverse relationship. This is because increasing output of one good requires transferring inputs to it from production of the other good, decreasing the latter.
The slope of the curve at a point on it gives the trade-off between the two goods. It measures what an additional unit of one good costs in units forgone of the other good, an example of a real opportunity cost. Thus, if one more Gun costs 100 units of butter, the opportunity cost of one Gun is 100 Butter. Along the PPF, scarcity implies that choosing more of one good in the aggregate entails doing with less of the other good. Still, in a market economy, movement along the curve may indicate that the choice of the increased output is anticipated to be worth the cost to the agents.
By construction, each point on the curve shows productive efficiency in maximizing output for given total inputs. A point inside the curve (as at A), is feasible but represents production inefficiency (wasteful use of inputs), in that output of one or both goods could increase by moving in a northeast direction to a point on the curve. Examples cited of such inefficiency include high unemployment during a business-cycle recession or economic organization of a country that discourages full use of resources. Being on the curve might still not fully satisfy allocative efficiency (also called Pareto efficiency) if it does not produce a mix of goods that consumers prefer over other points.
Much applied economics in public policy is concerned with determining how the efficiency of an economy can be improved. Recognizing the reality of scarcity and then figuring out how to organize society for the most efficient use of resources has been described as the "essence of economics", where the subject "makes its unique contribution."
=== Specialization ===
Specialization is considered key to economic efficiency based on theoretical and empirical considerations. Different individuals or nations may have different real opportunity costs of production, say from differences in stocks of human capital per worker or capital/labour ratios. According to theory, this may give a comparative advantage in production of goods that make more intensive use of the relatively more abundant, thus relatively cheaper, input.
Even if one region has an absolute advantage as to the ratio of its outputs to inputs in every type of output, it may still specialize in the output in which it has a comparative advantage and thereby gain from trading with a region that lacks any absolute advantage but has a comparative advantage in producing something else.
It has been observed that a high volume of trade occurs among regions even with access to a similar technology and mix of factor inputs, including high-income countries. This has led to investigation of economies of scale and agglomeration to explain specialization in similar but differentiated product lines, to the overall benefit of respective trading parties or regions.The general theory of specialization applies to trade among individuals, farms, manufacturers, service providers, and economies. Among each of these production systems, there may be a corresponding division of labour with different work groups specializing, or correspondingly different types of capital equipment and differentiated land uses.An example that combines features above is a country that specializes in the production of high-tech knowledge products, as developed countries do, and trades with developing nations for goods produced in factories where labour is relatively cheap and plentiful, resulting in different in opportunity costs of production. More total output and utility thereby results from specializing in production and trading than if each country produced its own high-tech and low-tech products.
Theory and observation set out the conditions such that market prices of outputs and productive inputs select an allocation of factor inputs by comparative advantage, so that (relatively) low-cost inputs go to producing low-cost outputs. In the process, aggregate output may increase as a by-product or by design. Such specialization of production creates opportunities for gains from trade whereby resource owners benefit from trade in the sale of one type of output for other, more highly valued goods. A measure of gains from trade is the increased income levels that trade may facilitate.
=== Supply and demand ===
Prices and quantities have been described as the most directly observable attributes of goods produced and exchanged in a market economy. The theory of supply and demand is an organizing principle for explaining how prices coordinate the amounts produced and consumed. In microeconomics, it applies to price and output determination for a market with perfect competition, which includes the condition of no buyers or sellers large enough to have price-setting power.
For a given market of a commodity, demand is the relation of the quantity that all buyers would be prepared to purchase at each unit price of the good. Demand is often represented by a table or a graph showing price and quantity demanded (as in the figure). Demand theory describes individual consumers as rationally choosing the most preferred quantity of each good, given income, prices, tastes, etc. A term for this is "constrained utility maximization" (with income and wealth as the constraints on demand). Here, utility refers to the hypothesized relation of each individual consumer for ranking different commodity bundles as more or less preferred.
The law of demand states that, in general, price and quantity demanded in a given market are inversely related. That is, the higher the price of a product, the less of it people would be prepared to buy (other things unchanged). As the price of a commodity falls, consumers move toward it from relatively more expensive goods (the substitution effect). In addition, purchasing power from the price decline increases ability to buy (the income effect). Other factors can change demand; for example an increase in income will shift the demand curve for a normal good outward relative to the origin, as in the figure. All determinants are predominantly taken as constant factors of demand and supply.
Supply is the relation between the price of a good and the quantity available for sale at that price. It may be represented as a table or graph relating price and quantity supplied. Producers, for example business firms, are hypothesized to be profit maximizers, meaning that they attempt to produce and supply the amount of goods that will bring them the highest profit. Supply is typically represented as a function relating price and quantity, if other factors are unchanged.
That is, the higher the price at which the good can be sold, the more of it producers will supply, as in the figure. The higher price makes it profitable to increase production. Just as on the demand side, the position of the supply can shift, say from a change in the price of a productive input or a technical improvement. The "Law of Supply" states that, in general, a rise in price leads to an expansion in supply and a fall in price leads to a contraction in supply. Here as well, the determinants of supply, such as price of substitutes, cost of production, technology applied and various factors inputs of production are all taken to be constant for a specific time period of evaluation of supply.
Market equilibrium occurs where quantity supplied equals quantity demanded, the intersection of the supply and demand curves in the figure above. At a price below equilibrium, there is a shortage of quantity supplied compared to quantity demanded. This is posited to bid the price up. At a price above equilibrium, there is a surplus of quantity supplied compared to quantity demanded. This pushes the price down. The model of supply and demand predicts that for given supply and demand curves, price and quantity will stabilize at the price that makes quantity supplied equal to quantity demanded. Similarly, demand-and-supply theory predicts a new price-quantity combination from a shift in demand (as to the figure), or in supply.
=== Firms ===
People frequently do not trade directly on markets. Instead, on the supply side, they may work in and produce through firms. The most obvious kinds of firms are corporations, partnerships and trusts. According to Ronald Coase, people begin to organize their production in firms when the costs of doing business becomes lower than doing it on the market. Firms combine labour and capital, and can achieve far greater economies of scale (when the average cost per unit declines as more units are produced) than individual market trading.
In perfectly competitive markets studied in the theory of supply and demand, there are many producers, none of which significantly influence price. Industrial organization generalizes from that special case to study the strategic behaviour of firms that do have significant control of price. It considers the structure of such markets and their interactions. Common market structures studied besides perfect competition include monopolistic competition, various forms of oligopoly, and monopoly.Managerial economics applies microeconomic analysis to specific decisions in business firms or other management units. It draws heavily from quantitative methods such as operations research and programming and from statistical methods such as regression analysis in the absence of certainty and perfect knowledge. A unifying theme is the attempt to optimize business decisions, including unit-cost minimization and profit maximization, given the firm's objectives and constraints imposed by technology and market conditions.
=== Uncertainty and game theory ===
Uncertainty in economics is an unknown prospect of gain or loss, whether quantifiable as risk or not. Without it, household behaviour would be unaffected by uncertain employment and income prospects, financial and capital markets would reduce to exchange of a single instrument in each market period, and there would be no communications industry. Given its different forms, there are various ways of representing uncertainty and modelling economic agents' responses to it.Game theory is a branch of applied mathematics that considers strategic interactions between agents, one kind of uncertainty. It provides a mathematical foundation of industrial organization, discussed above, to model different types of firm behaviour, for example in a solipsistic industry (few sellers), but equally applicable to wage negotiations, bargaining, contract design, and any situation where individual agents are few enough to have perceptible effects on each other. In behavioural economics, it has been used to model the strategies agents choose when interacting with others whose interests are at least partially adverse to their own.In this, it generalizes maximization approaches developed to analyse market actors such as in the supply and demand model and allows for incomplete information of actors. The field dates from the 1944 classic Theory of Games and Economic Behavior by John von Neumann and Oskar Morgenstern. It has significant applications seemingly outside of economics in such diverse subjects as the formulation of nuclear strategies, ethics, political science, and evolutionary biology.Risk aversion may stimulate activity that in well-functioning markets smooths out risk and communicates information about risk, as in markets for insurance, commodity futures contracts, and financial instruments. Financial economics or simply finance describes the allocation of financial resources. It also analyses the pricing of financial instruments, the financial structure of companies, the efficiency and fragility of financial markets, financial crises, and related government policy or regulation.Some market organizations may give rise to inefficiencies associated with uncertainty. Based on George Akerlof's "Market for Lemons" article, the paradigm example is of a dodgy second-hand car market. Customers without knowledge of whether a car is a "lemon" depress its price below what a quality second-hand car would be. Information asymmetry arises here, if the seller has more relevant information than the buyer but no incentive to disclose it. Related problems in insurance are adverse selection, such that those at most risk are most likely to insure (say reckless drivers), and moral hazard, such that insurance results in riskier behaviour (say more reckless driving).Both problems may raise insurance costs and reduce efficiency by driving otherwise willing transactors from the market ("incomplete markets"). Moreover, attempting to reduce one problem, say adverse selection by mandating insurance, may add to another, say moral hazard. Information economics, which studies such problems, has relevance in subjects such as insurance, contract law, mechanism design, monetary economics, and health care. Applied subjects include market and legal remedies to spread or reduce risk, such as warranties, government-mandated partial insurance, restructuring or bankruptcy law, inspection, and regulation for quality and information disclosure.
=== Market failure ===
The term "market failure" encompasses several problems which may undermine standard economic assumptions. Although economists categorize market failures differently, the following categories emerge in the main texts.Information asymmetries and incomplete markets may result in economic inefficiency but also a possibility of improving efficiency through market, legal, and regulatory remedies, as discussed above.
Natural monopoly, or the overlapping concepts of "practical" and "technical" monopoly, is an extreme case of failure of competition as a restraint on producers. Extreme economies of scale are one possible cause.
Public goods are goods which are under-supplied in a typical market. The defining features are that people can consume public goods without having to pay for them and that more than one person can consume the good at the same time.
Externalities occur where there are significant social costs or benefits from production or consumption that are not reflected in market prices. For example, air pollution may generate a negative externality, and education may generate a positive externality (less crime, etc.). Governments often tax and otherwise restrict the sale of goods that have negative externalities and subsidize or otherwise promote the purchase of goods that have positive externalities in an effort to correct the price distortions caused by these externalities. Elementary demand-and-supply theory predicts equilibrium but not the speed of adjustment for changes of equilibrium due to a shift in demand or supply.In many areas, some form of price stickiness is postulated to account for quantities, rather than prices, adjusting in the short run to changes on the demand side or the supply side. This includes standard analysis of the business cycle in macroeconomics. Analysis often revolves around causes of such price stickiness and their implications for reaching a hypothesized long-run equilibrium. Examples of such price stickiness in particular markets include wage rates in labour markets and posted prices in markets deviating from perfect competition.
Some specialized fields of economics deal in market failure more than others. The economics of the public sector is one example. Much environmental economics concerns externalities or "public bads".
Policy options include regulations that reflect cost-benefit analysis or market solutions that change incentives, such as emission fees or redefinition of property rights.
=== Welfare ===
Welfare economics uses microeconomics techniques to evaluate well-being from allocation of productive factors as to desirability and economic efficiency within an economy, often relative to competitive general equilibrium. It analyzes social welfare, however measured, in terms of economic activities of the individuals that compose the theoretical society considered. Accordingly, individuals, with associated economic activities, are the basic units for aggregating to social welfare, whether of a group, a community, or a society, and there is no "social welfare" apart from the "welfare" associated with its individual units.
== Macroeconomics ==
Macroeconomics, another branch of economics, examines the economy as a whole to explain broad aggregates and their interactions "top down", that is, using a simplified form of general-equilibrium theory. Such aggregates include national income and output, the unemployment rate, and price inflation and subaggregates like total consumption and investment spending and their components. It also studies effects of monetary policy and fiscal policy.
Since at least the 1960s, macroeconomics has been characterized by further integration as to micro-based modelling of sectors, including rationality of players, efficient use of market information, and imperfect competition. This has addressed a long-standing concern about inconsistent developments of the same subject.Macroeconomic analysis also considers factors affecting the long-term level and growth of national income. Such factors include capital accumulation, technological change and labour force growth.
=== Growth ===
Growth economics studies factors that explain economic growth – the increase in output per capita of a country over a long period of time. The same factors are used to explain differences in the level of output per capita between countries, in particular why some countries grow faster than others, and whether countries converge at the same rates of growth.
Much-studied factors include the rate of investment, population growth, and technological change. These are represented in theoretical and empirical forms (as in the neoclassical and endogenous growth models) and in growth accounting.
=== Business cycle ===
The economics of a depression were the spur for the creation of "macroeconomics" as a separate discipline. During the Great Depression of the 1930s, John Maynard Keynes authored a book entitled The General Theory of Employment, Interest and Money outlining the key theories of Keynesian economics. Keynes contended that aggregate demand for goods might be insufficient during economic downturns, leading to unnecessarily high unemployment and losses of potential output.
He therefore advocated active policy responses by the public sector, including monetary policy actions by the central bank and fiscal policy actions by the government to stabilize output over the business cycle.
Thus, a central conclusion of Keynesian economics is that, in some situations, no strong automatic mechanism moves output and employment towards full employment levels. John Hicks' IS/LM model has been the most influential interpretation of The General Theory.
Over the years, understanding of the business cycle has branched into various research programmes, mostly related to or distinct from Keynesianism. The neoclassical synthesis refers to the reconciliation of Keynesian economics with classical economics, stating that Keynesianism is correct in the short run but qualified by classical-like considerations in the intermediate and long run.New classical macroeconomics, as distinct from the Keynesian view of the business cycle, posits market clearing with imperfect information. It includes Friedman's permanent income hypothesis on consumption and "rational expectations" theory, led by Robert Lucas, and real business cycle theory.In contrast, the new Keynesian approach retains the rational expectations assumption, however it assumes a variety of market failures. In particular, New Keynesians assume prices and wages are "sticky", which means they do not adjust instantaneously to changes in economic conditions.Thus, the new classicals assume that prices and wages adjust automatically to attain full employment, whereas the new Keynesians see full employment as being automatically achieved only in the long run, and hence government and central-bank policies are needed because the "long run" may be very long.
=== Unemployment ===
The amount of unemployment in an economy is measured by the unemployment rate, the percentage of workers without jobs in the labour force. The labour force only includes workers actively looking for jobs. People who are retired, pursuing education, or discouraged from seeking work by a lack of job prospects are excluded from the labour force. Unemployment can be generally broken down into several types that are related to different causes.Classical models of unemployment occurs when wages are too high for employers to be willing to hire more workers. Consistent with classical unemployment, frictional unemployment occurs when appropriate job vacancies exist for a worker, but the length of time needed to search for and find the job leads to a period of unemployment.Structural unemployment covers a variety of possible causes of unemployment including a mismatch between workers' skills and the skills required for open jobs. Large amounts of structural unemployment can occur when an economy is transitioning industries and workers find their previous set of skills are no longer in demand. Structural unemployment is similar to frictional unemployment since both reflect the problem of matching workers with job vacancies, but structural unemployment covers the time needed to acquire new skills not just the short term search process.While some types of unemployment may occur regardless of the condition of the economy, cyclical unemployment occurs when growth stagnates. Okun's law represents the empirical relationship between unemployment and economic growth. The original version of Okun's law states that a 3% increase in output would lead to a 1% decrease in unemployment.
=== Money and monetary policy ===
Money is a means of final payment for goods in most price system economies, and is the unit of account in which prices are typically stated. Money has general acceptability, relative consistency in value, divisibility, durability, portability, elasticity in supply, and longevity with mass public confidence. It includes currency held by the nonbank public and checkable deposits. It has been described as a social convention, like language, useful to one largely because it is useful to others. In the words of Francis Amasa Walker, a well-known 19th-century economist, "Money is what money does" ("Money is that money does" in the original).As a medium of exchange, money facilitates trade. It is essentially a measure of value and more importantly, a store of value being a basis for credit creation. Its economic function can be contrasted with barter (non-monetary exchange). Given a diverse array of produced goods and specialized producers, barter may entail a hard-to-locate double coincidence of wants as to what is exchanged, say apples and a book. Money can reduce the transaction cost of exchange because of its ready acceptability. Then it is less costly for the seller to accept money in exchange, rather than what the buyer produces.Monetary policy is the policy that central banks conduct to accomplish their broader objectives. Most central banks in developed countries follow inflation targeting, whereas the main objective for many central banks in development countries is to uphold a fixed exchange rate system. The primary monetary tool is normally the adjustment of interest rates, either directly via administratively changing the central bank's own interest rates or indirectly via open market operations. Via the monetary transmission mechanism, interest rate changes affect investment, consumption and net export, and hence aggregate demand, output and employment, and ultimately the development of wages and inflation.
=== Fiscal policy ===
Governments implement fiscal policy to influence macroeconomic conditions by adjusting spending and taxation policies to alter aggregate demand. When aggregate demand falls below the potential output of the economy, there is an output gap where some productive capacity is left unemployed. Governments increase spending and cut taxes to boost aggregate demand. Resources that have been idled can be used by the government.
For example, unemployed home builders can be hired to expand highways. Tax cuts allow consumers to increase their spending, which boosts aggregate demand. Both tax cuts and spending have multiplier effects where the initial increase in demand from the policy percolates through the economy and generates additional economic activity.
The effects of fiscal policy can be limited by crowding out. When there is no output gap, the economy is producing at full capacity and there are no excess productive resources. If the government increases spending in this situation, the government uses resources that otherwise would have been used by the private sector, so there is no increase in overall output. Some economists think that crowding out is always an issue while others do not think it is a major issue when output is depressed.
Sceptics of fiscal policy also make the argument of Ricardian equivalence. They argue that an increase in debt will have to be paid for with future tax increases, which will cause people to reduce their consumption and save money to pay for the future tax increase. Under Ricardian equivalence, any boost in demand from tax cuts will be offset by the increased saving intended to pay for future higher taxes.
=== Inequality ===
Economic inequality includes income inequality, measured using the distribution of income (the amount of money people receive), and wealth inequality measured using the distribution of wealth (the amount of wealth people own), and other measures such as consumption, land ownership, and human capital. Inequality exists at different extents between countries or states, groups of people, and individuals. There are many methods for measuring inequality, the Gini coefficient being widely used for income differences among individuals. An example measure of inequality between countries is the Inequality-adjusted Human Development Index, a composite index that takes inequality into account. Important concepts of equality include equity, equality of outcome, and equality of opportunity.
Research has linked economic inequality to political and social instability, including revolution, democratic breakdown and civil conflict. Research suggests that greater inequality hinders economic growth and macroeconomic stability, and that land and human capital inequality reduce growth more than inequality of income. Inequality is at the center stage of economic policy debate across the globe, as government tax and spending policies have significant effects on income distribution. In advanced economies, taxes and transfers decrease income inequality by one-third, with most of this being achieved via public social spending (such as pensions and family benefits.)
== Other branches of economics ==
=== Public economics ===
Public economics is the field of economics that deals with economic activities of a public sector, usually government. The subject addresses such matters as tax incidence (who really pays a particular tax), cost-benefit analysis of government programmes, effects on economic efficiency and income distribution of different kinds of spending and taxes, and fiscal politics. The latter, an aspect of public choice theory, models public-sector behaviour analogously to microeconomics, involving interactions of self-interested voters, politicians, and bureaucrats.Much of economics is positive, seeking to describe and predict economic phenomena. Normative economics seeks to identify what economies ought to be like.
Welfare economics is a normative branch of economics that uses microeconomic techniques to simultaneously determine the allocative efficiency within an economy and the income distribution associated with it. It attempts to measure social welfare by examining the economic activities of the individuals that comprise society.
=== International economics ===
International trade studies determinants of goods-and-services flows across international boundaries. It also concerns the size and distribution of gains from trade. Policy applications include estimating the effects of changing tariff rates and trade quotas. International finance is a macroeconomic field which examines the flow of capital across international borders, and the effects of these movements on exchange rates. Increased trade in goods, services and capital between countries is a major effect of contemporary globalization.
=== Labor economics ===
Labor economics seeks to understand the functioning and dynamics of the markets for wage labor. Labor markets function through the interaction of workers and employers. Labor economics looks at the suppliers of labor services (workers), the demands of labor services (employers), and attempts to understand the resulting pattern of wages, employment, and income. In economics, labor is a measure of the work done by human beings. It is conventionally contrasted with such other factors of production as land and capital. There are theories which have developed a concept called human capital (referring to the skills that workers possess, not necessarily their actual work), although there are also counter posing macro-economic system theories that think human capital is a contradiction in terms.
=== Development economics ===
Development economics examines economic aspects of the economic development process in relatively low-income countries focusing on structural change, poverty, and economic growth. Approaches in development economics frequently incorporate social and political factors.
== Criticism ==
Economics has historically been subject to criticism that it relies on unrealistic, unverifiable, or highly simplified assumptions, in some cases because these assumptions simplify the proofs of desired conclusions. For example, the economist Friedrich Hayek claimed that economics (at least historically) used a scientistic approach which he claimed was "decidedly unscientific in the true sense of the word, since it involves a mechanical and uncritical application of habits of thought to fields different from those in which they have been formed". Latter-day examples of such assumptions include perfect information, profit maximization and rational choices, axioms of neoclassical economics. Such criticisms often conflate neoclassical economics with all of contemporary economics. The field of information economics includes both mathematical-economical research and also behavioural economics, akin to studies in behavioural psychology, and confounding factors to the neoclassical assumptions are the subject of substantial study in many areas of economics.Prominent historical mainstream economists such as Keynes and Joskow observed that much of the economics of their time was conceptual rather than quantitative, and difficult to model and formalize quantitatively. In a discussion on oligopoly research, Paul Joskow pointed out in 1975 that in practice, serious students of actual economies tended to use "informal models" based upon qualitative factors specific to particular industries. Joskow had a strong feeling that the important work in oligopoly was done through informal observations while formal models were "trotted out ex post". He argued that formal models were largely not important in the empirical work, either, and that the fundamental factor behind the theory of the firm, behaviour, was neglected. Deirdre McCloskey has argued that many empirical economic studies are poorly reported, and she and Stephen Ziliak argue that although her critique has been well-received, practice has not improved. The extent to which practice has improved since the early 2000s is contested: although economists have noted the discipline's adoption of increasingly rigorous modeling, other have criticized the field's focus on creating computer simulations detached from reality, as well as noting the loss of prestige suffered by the field for failing to anticipate the Great Recession.Economics has been derogatorily dubbed "the dismal science", first coined by the Victorian historian Thomas Carlyle in the 19th century. It is often stated that Carlyle gave it this nickname as a response to the work of Thomas Robert Malthus, who predicted widespread starvation resulting from projections that population growth would exceed the rate of increase in the food supply. However, the actual phrase was coined by Carlyle in the context of a debate with John Stuart Mill on slavery, in which Carlyle argued for slavery; the "dismal" nature of economics in Carlyle's view was that it "[found] the secret of this Universe in 'supply and demand', and reduc[ed] the duty of human governors to that of letting men alone"."
== Related subjects ==
Economics is one social science among several and has fields bordering on other areas, including economic geography, economic history, public choice, energy economics, cultural economics, family economics and institutional economics.
Law and economics, or economic analysis of law, is an approach to legal theory that applies methods of economics to law. It includes the use of economic concepts to explain the effects of legal rules, to assess which legal rules are economically efficient, and to predict what the legal rules will be. A seminal article by Ronald Coase published in 1961 suggested that well-defined property rights could overcome the problems of externalities.Political economy is the interdisciplinary study that combines economics, law, and political science in explaining how political institutions, the political environment, and the economic system (capitalist, socialist, mixed) influence each other. It studies questions such as how monopoly, rent-seeking behaviour, and externalities should impact government policy. Historians have employed political economy to explore the ways in the past that persons and groups with common economic interests have used politics to effect changes beneficial to their interests.Energy economics is a broad scientific subject area which includes topics related to energy supply and energy demand. Georgescu-Roegen reintroduced the concept of entropy in relation to economics and energy from thermodynamics, as distinguished from what he viewed as the mechanistic foundation of neoclassical economics drawn from Newtonian physics. His work contributed significantly to thermoeconomics and to ecological economics. He also did foundational work which later developed into evolutionary economics.The sociological subfield of economic sociology arose, primarily through the work of Émile Durkheim, Max Weber and Georg Simmel, as an approach to analysing the effects of economic phenomena in relation to the overarching social paradigm (i.e. modernity). Classic works include Max Weber's The Protestant Ethic and the Spirit of Capitalism (1905) and Georg Simmel's The Philosophy of Money (1900). More recently, the works of James S. Coleman, Mark Granovetter, Peter Hedstrom and Richard Swedberg have been influential in this field.
Gary Becker in 1974 presented an economic theory of social interactions, whose applications included the family, charity, merit goods and multiperson interactions, and envy and hatred.
He and Kevin Murphy authored a book in 2001 that analyzed market behavior in a social environment.
== Profession ==
The professionalization of economics, reflected in the growth of graduate programmes on the subject, has been described as "the main change in economics since around 1900". Most major universities and many colleges have a major, school, or department in which academic degrees are awarded in the subject, whether in the liberal arts, business, or for professional study.
See Bachelor of Economics and Master of Economics.
In the private sector, professional economists are employed as consultants and in industry, including banking and finance. Economists also work for various government departments and agencies, for example, the national treasury, central bank or National Bureau of Statistics. See Economic analyst.
There are dozens of prizes awarded to economists each year for outstanding intellectual contributions to the field, the most prominent of which is the Nobel Memorial Prize in Economic Sciences, though it is not a Nobel Prize.
Contemporary economics uses mathematics. Economists draw on the tools of calculus, linear algebra, statistics, game theory, and computer science. Professional economists are expected to be familiar with these tools, while a minority specialize in econometrics and mathematical methods.
=== Women in economics ===
Harriet Martineau (1802–1876) was a widely-read populariser of classical economic thought. Mary Paley Marshall (1850–1944), the first women lecturer at a British economics faculty, wrote The Economics of Industry with her husband Alfred Marshall. Joan Robinson (1903–1983) was an important post-Keynesian economist. The economic historian Anna Schwartz (1915–2012) coauthored A Monetary History of the United States, 1867–1960 with Milton Friedman. Two women have received the Nobel Prize in Economics: Elinor Ostrom (2009) and Esther Duflo (2019). Five have received the John Bates Clark Medal: Susan Athey (2007), Esther Duflo (2010), Amy Finkelstein (2012), Emi Nakamura (2019) and Melissa Dell (2020).
Women's authorship share in prominent economic journals reduced from 1940 to the 1970s, but has subsequently risen, with different patterns of gendered coauthorship. Women remain globally under-represented in the profession (19% of authors in the RePEc database in 2018), with national variation.
== See also ==
Critical juncture theory
Economic democracy
Economic ideology
Economic policy
Economic union
Economics terminology that differs from common usage
Free trade
Happiness economics
Humanistic economics
List of academic fields § Economics
List of economics awards
List of economics films
Socioeconomics
Solidarity economy
Trade tax (Germany)
=== General ===
Glossary of economics
Index of economics articles
JEL classification codes for classifying articles in economics journals and books on economics by subject matter from 1886 to the present.
Outline of economics
== Notes ==
== References ==
== Sources ==
Hoover, Kevin D.; Siegler, Mark V. (20 March 2008). "Sound and Fury: McCloskey and Significance Testing in Economics". Journal of Economic Methodology. 15 (1): 1–37. CiteSeerX 10.1.1.533.7658. doi:10.1080/13501780801913298. S2CID 216137286.
Samuelson, Paul A; Nordhaus, William D. (2010). Economics. Boston: Irwin McGraw-Hill. ISBN 978-0073511290. OCLC 751033918.
== Further reading ==
Anderson, David A. (2019). Survey of Economics. New York: Worth. ISBN 978-1-4292-5956-9.
Blaug, Mark (1985). Economic Theory in Retrospect (4th ed.). Cambridge: Cambridge University Press. ISBN 978-0521316446.
McCann, Charles Robert Jr. (2003). The Elgar Dictionary of Economic Quotations. Edward Elgar. ISBN 978-1840648201.
Economics public domain audiobook at LibriVox
== External links ==
=== General information ===
=== Institutions and organizations ===
=== Study resources ===
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Jews
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The Jews (Hebrew: יְהוּדִים, ISO 259-2: Yehudim, Israeli pronunciation: [jehuˈdim]) are an ethnoreligious group and people whose traditional religion is Judaism and whose members are successors, through descent or conversion, of the ancient Hebrews or Israelites. Jewish ethnicity, religion and community are highly interrelated, as Judaism is an ethnic religion, although its observance varies from strict to none. The term "Jew" can encompass both individuals born into the community but not actively practicing the religion, as well as converts to Judaism.Jews trace their origins to the Israelites, a people that emerged from within the Canaanite population to establish the Iron Age kingdoms of Israel and Judah. Judaism emerged from Yahwism, the religion of the Israelites, by the late 6th century BCE, with a theology considered by religious Jews to be the expression of a covenant with God established with the Israelites, their ancestors. The Babylonian captivity of Judahites following their kingdom's destruction, the movement of Jewish groups around the Mediterranean in the Hellenistic period, and subsequent periods of conflict and violent dispersion, such as the Jewish–Roman wars, gave rise to the Jewish diaspora. The Jewish diaspora is a wide dispersion of Jewish communities across the world that have maintained their sense of Jewish history, identity and culture.In the following millennia, Jewish diaspora communities coalesced into three major ethnic subdivisions according to where their ancestors settled: the Ashkenazim (Central and Eastern Europe), the Sephardim (initially in the Iberian Peninsula), and the Mizrahim (Middle East and North Africa). Prior to World War II, the global Jewish population reached a peak of 16.7 million, representing around 0.7 percent of the world population at that time. During World War II, approximately 6 million Jews throughout Europe were systematically murdered by Nazi Germany during the Holocaust. Since then, the population has slowly risen again, and as of 2021, was estimated to be at 15.2–19.9 million by the Berman Jewish DataBank, comprising less than 0.2 percent of the total world population. The modern State of Israel is the only country where Jews form a majority of the population.
Jews have significantly influenced and contributed to human progress in many fields, both historically and in modern times, including in science and technology, philosophy, ethics, literature, politics, business, art, music, comedy, theatre, cinema, architecture, food, medicine, and religion. Jews wrote the Bible, founded Christianity, and had an indirect but profound influence on Islam. In these ways, Jews have also played a significant role in the development of Western culture.
== Name and etymology ==
The term Jew is derived from Hebrew יְהוּדִי Yehudi, originally the term for the people of the Israelite kingdom of Judah. According to the Hebrew Bible, the name of both the tribe of Judah and the kingdom of Judah derive from Judah, the fourth son of Jacob. Genesis 29:35 and 49:8 connect the name "Judah" with the verb yada, meaning "praise", but scholars generally agree that the name of both the patriarch and the kingdom instead have a geographic origin—possibly referring to the gorges and ravines of the region. The shift of ethnonym from "Israelites" to "Jews" (inhabitant of Judah), although not contained in the Torah, is made explicit in the Book of Esther (4th century BCE), a book in the Ketuvim, the third section of the Jewish Tanakh.
The Hebrew word for "Jew" is יְהוּדִי Yehudi, with the plural יְהוּדִים Yehudim. Endonyms in other Jewish languages include the Ladino ג׳ודיו Djudio (plural ג׳ודיוס, Djudios) and the Yiddish ייִד Yid (plural ייִדן Yidn).
The English word "Jew" continues Middle English Gyw, Iewe. These terms were loaned via the Old French giu, which itself evolved from the earlier juieu, which in turn derived from judieu/iudieu which through elision had dropped the letter "d" from the Medieval Latin Iudaeus, which, like the New Testament Greek term Ioudaios, meant both "Jew" and "Judean" / "of Judea". The Greek term was a loan from Aramaic *yahūdāy, corresponding to Hebrew יְהוּדִי Yehudi.The etymological equivalent is in use in other languages, e.g., يَهُودِيّ yahūdī (sg.), al-yahūd (pl.), in Arabic, "Jude" in German, "judeu" in Portuguese, "Juif" (m.)/"Juive" (f.) in French, "jøde" in Danish and Norwegian, "judío/a" in Spanish, "jood" in Dutch, "żyd" in Polish etc., but derivations of the word "Hebrew" are also in use to describe a Jew, e.g., in Italian (Ebreo), in Persian ("Ebri/Ebrani" (Persian: عبری/عبرانی)) and Russian (Еврей, Yevrey). The German word "Jude" is pronounced [ˈjuːdə], the corresponding adjective "jüdisch" [ˈjyːdɪʃ] (Jewish) is the origin of the word "Yiddish".According to The American Heritage Dictionary of the English Language, fourth edition (2000),
It is widely recognized that the attributive use of the noun Jew, in phrases such as Jew lawyer or Jew ethics, is both vulgar and highly offensive. In such contexts Jewish is the only acceptable possibility. Some people, however, have become so wary of this construction that they have extended the stigma to any use of Jew as a noun, a practice that carries risks of its own. In a sentence such as There are now several Jews on the council, which is unobjectionable, the substitution of a circumlocution like Jewish people or persons of Jewish background may in itself cause offense for seeming to imply that Jew has a negative connotation when used as a noun.
== Identity ==
Judaism shares some of the characteristics of a nation, an ethnicity, a religion, and a culture, making the definition of who is a Jew vary slightly depending on whether a religious or national approach to identity is used. Generally, in modern secular usage, Jews include three groups: people who were born to a Jewish family regardless of whether or not they follow the religion, those who have some Jewish ancestral background or lineage (sometimes including those who do not have strictly matrilineal descent), and people without any Jewish ancestral background or lineage who have formally converted to Judaism and therefore are followers of the religion.Historical definitions of Jewish identity have traditionally been based on halakhic definitions of matrilineal descent, and halakhic conversions. These definitions of who is a Jew date back to the codification of the Oral Torah into the Babylonian Talmud, around 200 CE. Interpretations by Jewish sages of sections of the Tanakh – such as Deuteronomy 7:1–5, which forbade intermarriage between Jews' Israelite ancestors and seven non-Israelite nations: "for that [i.e. giving your daughters to their sons or taking their daughters for your sons,] would turn away your children from following me, to serve other gods" – are used as a warning against intermarriage between Jews and gentiles. Leviticus 24:10 says that the son in a marriage between a Hebrew woman and an Egyptian man is "of the community of Israel." This is complemented by Ezra 10:2–3, where Israelites returning from Babylon vow to put aside their gentile wives and their children. A popular theory is that the rape of Jewish women in captivity brought about the law of Jewish identity being inherited through the maternal line, although scholars challenge this theory citing the Talmudic establishment of the law from the pre-exile period. Another argument is that the rabbis changed the law of patrilineal descent to matrilineal descent due to the widespread rape of Jewish women by Roman soldiers. Since the anti-religious Haskalah movement of the late 18th and 19th centuries, halakhic interpretations of Jewish identity have been challenged.According to historian Shaye J. D. Cohen, the status of the offspring of mixed marriages was determined patrilineally in the Bible. He brings two likely explanations for the change in Mishnaic times: first, the Mishnah may have been applying the same logic to mixed marriages as it had applied to other mixtures (Kil'ayim). Thus, a mixed marriage is forbidden as is the union of a horse and a donkey, and in both unions the offspring are judged matrilineally. Second, the Tannaim may have been influenced by Roman law, which dictated that when a parent could not contract a legal marriage, offspring would follow the mother. Rabbi Rivon Krygier follows a similar reasoning, arguing that Jewish descent had formerly passed through the patrilineal descent and the law of matrilineal descent had its roots in the Roman legal system.
== Origins ==
A factual reconstruction for the origin of the Jews is a difficult and complex endeavor. It requires examining at least 3,000 years of ancient human history using documents in vast quantities and variety, written in at least ten Near Eastern languages. As archaeological discovery relies upon researchers and scholars from diverse disciplines, the goal is to interpret all of the factual data, focusing on the most consistent theory. The prehistory and ethnogenesis of the Jews are closely intertwined with archaeology, biology, and historical textual records, as well as religious literature and mythology. The ethnic stock to which Jews originally trace their ancestry was a confederation of Iron Age Semitic-speaking tribes known as the Israelites that inhabited a part of Canaan during the tribal and monarchic periods. Modern Jews are named after and also descended from the southern Israelite Kingdom of Judah.According to the Hebrew Bible narrative, Jewish ancestry is traced back to the Biblical patriarchs such as Abraham, his son Isaac, Isaac's son Jacob, and the Biblical matriarchs Sarah, Rebecca, Leah, and Rachel, who lived in Canaan. The Twelve Tribes are described as descending from the twelve sons of Jacob. Jacob and his family migrated to Ancient Egypt after being invited to live with Jacob's son Joseph by the Pharaoh himself. The patriarchs' descendants were later enslaved until the Exodus led by Moses, after which the Israelites conquered Canaan under Moses' successor Joshua, went through the period of the Biblical judges after the death of Joshua, then through the mediation of Samuel became subject to a king, Saul, who was succeeded by David and then Solomon, after whom the United Monarchy ended and was split into a separate Kingdom of Israel and a Kingdom of Judah. The Kingdom of Judah is described as comprising the tribes of Judah, Benjamin, partially Levi, and later adding remnants of other tribes who migrated there from the northern Kingdom of Israel.Modern archaeology and the current historical view has largely discarded the historicity of this narrative. It has been reframed as constituting the Israelites' inspiring national myth narrative. The Israelites and their culture, according to the modern archaeological and historical account, did not overtake the region by force, but instead branched out of the Canaanite peoples and culture through the development of a distinct monolatristic—and later monotheistic—religion of Yahwism centered on Yahweh, one of the gods of the Canaanite pantheon. The growth of Yahweh-centric belief, along with a number of cultic practices, gradually gave rise to a distinct Israelite ethnic group, setting them apart from other Canaanites.The Israelites become visible in the historical record as a people between 1200 and 1000 BCE. There is well accepted archeological evidence referring to "Israel" in the Merneptah Stele, which dates to about 1200 BCE. It is not certain if a period like that of the Biblical judges occurred nor if there was ever a United Monarchy. There is debate about the earliest existence of the Kingdoms of Israel and Judah and their extent and power, but historians agree that a Kingdom of Israel existed by c. 900 BCE: 169–95 and that a Kingdom of Judah existed by c. 700 BCE. In 587 BCE, Nebuchadnezzar II, King of the Neo-Babylonian Empire, besieged Jerusalem, destroyed the First Temple and deported the most prominent citizens of Judah.Genetic studies on Jews show that most Jews worldwide bear a common genetic heritage which originates in the Middle East, and that they share certain genetic traits with other Gentile peoples of the Fertile Crescent. The genetic composition of different Jewish groups shows that Jews share a common gene pool dating back four millennia, as a marker of their common ancestral origin. Despite their long-term separation, Jewish communities maintained their unique commonalities, propensities, and sensibilities in culture, tradition, and language.
== History ==
=== Israel and Judah ===
The earliest recorded evidence of a people by the name of Israel appears in the Merneptah Stele, which dates to around 1200 BCE. The majority of scholars agree that this text refers to the Israelites, a group that inhabited the central highlands of Canaan, where archaeological evidence shows that hundreds of small settlements were constructed between the 12th and 10th centuries BCE. The Israelites differentiated themselves from neighboring peoples through various distinct characteristics including religious practices, prohibition on intermarriage, and an emphasis on genealogy and family history.In the 10th century BCE, two neighboring Israelite kingdoms—the northern Kingdom of Israel and the southern Kingdom of Judah—emerged. Since their inception, they shared ethnic, cultural, linguistic and religious characteristics despite a complicated relationship. Israel, with its capital mostly in Samaria, was larger and wealthier, and soon developed into a regional power. In contrast, Judah, with its capital in Jerusalem, was less prosperous and covered a smaller, mostly mountainous territory. However, while in Israel the royal succession was often decided by a military coup d'état, resulting in several dynasty changes, political stability in Judah was much greater, as it was ruled by the House of David for the whole four centuries of its existence.Around 720 BCE, Kingdom of Israel was destroyed when it was conquered by the Neo-Assyrian Empire, which came to dominate the ancient Near East. Under the Assyrian resettlement policy, a significant portion of the northern Israelite population was exiled to Mesopotamia and replaced by immigrants from the same region. During the same period, and throughout the 7th century BCE, the Kingdom of Judah, now under Assyrian vassalage, experienced a period of prosperity and witnessed a significant population growth. Later in the same century, the Assyrians were defeated by the rising Neo-Babylonian Empire, and Judah became its vassal. In 587 BCE, following a revolt in Judah, the Babylonian king Nebuchadnezzar II besieged and destroyed Jerusalem and the First Temple, putting an end to the kingdom. The majority of Jerusalem's residents, including the kingdom's elite, were exiled to Babylon.
=== Second Temple Period ===
According to the Book of Ezra, the Persian Cyrus the Great ended the Babylonian exile in 538 BCE, the year after he captured Babylon. The exile ended with the return under Zerubbabel the Prince (so-called because he was a descendant of the royal line of David) and Joshua the Priest (a descendant of the line of the former High Priests of the Temple) and their construction of the Second Temple circa 521–516 BCE. As part of the Persian Empire, the former Kingdom of Judah became the province of Judah (Yehud Medinata) with different borders, covering a smaller territory. The population of the province was greatly reduced from that of the kingdom, archaeological surveys showing a population of around 30,000 people in the 5th to 4th centuries BCE.: 308 Judea was under control of the Achaemenids until the fall of their empire in c. 333 BCE to Alexander the Great. After several centuries under foreign imperial rule, the Maccabean Revolt against the Seleucid Empire resulted in an independent Hasmonean kingdom, under which the Jews once again enjoyed political independence for a period spanning from 110 to 63 BCE. In 63 BCE, Judea was conquered by the Romans. From 37 BCE to 6 CE, the Romans allowed the Jews to maintain some degree of independence under the vassal Herodian dynasty. However, Judea eventually came directly under Roman control and was incorporated into the Roman Empire as the province of Judaea.The Jewish–Roman wars, a series of unsuccessful revolts against Roman rule during the first and second centuries CE, had significant and disastrous consequences for the Jewish population of Judaea. The First Jewish-Roman War (66–73 CE) culminated in the destruction of Jerusalem and the Second Temple. The severely reduced Jewish population of Judaea was denied any kind of political self-government. A few generations later, the Bar Kokhba revolt (132–136 CE) erupted, and its brutal suppression by the Romans led to the depopulation of Judea. Following the revolt, Jews were forbidden from residing in the vicinity of Jerusalem, and the Jewish demographic center in Judaea shifted to Galilee. Similar upheavals affected the Jewish communities of the empire's south-eastern provinces, when a significant uprising known as the Kitos War (115–117 CE) resulted in the complete disappearance of the influential Jewish community of Egypt and Alexandria.
The destruction of the Second Temple in 70 CE brought profound changes to Judaism. With the Temple's central place in Jewish worship gone, religious practices shifted towards prayer, Torah study (including Oral Torah), and communal gatherings in synagogues. Judaism also lost much of its sectarian nature.: 69 Two of the three main sects that flourished during the late Second Temple period, namely the Sadducees and Essenes, eventually disappeared, while Pharisaic beliefs became the foundational, liturgical, and ritualistic basis of Rabbinic Judaism, which emerged as the prevailing form of Judaism since late antiquity. The fate of Hellenized Judaism remains uncertain, with questions about whether its followers assimilated into the Christianized Greco-Roman society, or if it endured as a distinct, Bible-focused community that later influenced the development of Karaite Judaism.
=== Babylon and Rome ===
The Jewish diaspora existed well before the destruction of the Second Temple in 70 CE and had been ongoing for centuries, with the dispersal driven by both forced expulsions and voluntary migrations. By 200 BCE, Jewish communities already existed in Egypt and Mesopotamia ("Babylonia" in Jewish sources). In the two centuries that followed, Jewish populations were also present in Asia Minor, Greece, Macedonia, Cyrene, and, beginning in the middle of the first century BCE, in the city of Rome. Later, in the first centuries CE, as a result of the Jewish-Roman Wars, a large number of Jews were taken as captives, sold into slavery, or compelled to flee from the regions affected by the wars, contributing to the formation and expansion of Jewish communities across the Roman Empire as well as in Arabia and Mesopotamia.
After the Bar Kokhba revolt, the Jewish population in Judaea, now significantly reduced in size, made efforts to recover from the revolt's devastating effects, but never fully regained its previous strength. In the second to fourth centuries CE, the region of Galilee emerged as the new center of Jewish life in Syria Palaestina, experiencing a cultural and demographic flourishing. It was in this period that two central rabbinic texts, the Mishnah and the Jerusalem Talmud, were composed. However, as the Roman Empire was replaced by the Christianized Byzantine Empire under Constantine, Jews came to be persecuted by the church and the authorities, and many immigrated to communities in the diaspora. In the fourth century CE, Jews are believed to have lost their position as the majority in Syria Palaestina.The long-established Jewish community of Mesopotamia, which had been living under Parthian and later Sasanian rule, beyond the confines of the Roman Empire, became an important center of Jewish study as Judea's Jewish population declined. Under the political leadership of the exilarch, who was regarded as a royal heir of the House of David, this community had an autonomous status and served as a place of refuge for the Jews of Syria Palaestina. A number of significant Talmudic academies, such as the Nehardea, Pumbedita, and Sura academies, were established in Mesopotamia, and many important Amoraim were active there. The Babylonian Talmud, a centerpiece of Jewish religious law, was compiled in Babylonia in the 3rd to 6th centuries.
=== Middle Ages ===
In the early Middle Ages, the Jewish diaspora communities coalesced into three major ethnic subdivisions according to where their ancestors settled: the Ashkenazim (initially in the Rhineland and France), the Sephardim (initially in the Iberian Peninsula), and the Mizrahim (Middle East and North Africa).Despite experiencing repeated waves of persecution, Ashkenazi Jews in Western Europe worked in a variety of fields, making an impact on their communities' economy and societies. In Francia, for example, figures like Isaac Judaeus and Armentarius occupied prominent social and economic positions. However, Jews were frequently the subjects of discriminatory laws, segregation, blood libels and pogroms, which culminated in events like the Rhineland Massacres (1066) and the expulsion of Jews from England (1290). As a result, Ashkenazi Jews were gradually pushed eastwards to Poland, Lithuania and Russia.
During the same period, Jewish communities in the Middle East thrived under Islamic rule, especially in cities like Baghdad, Cairo, and Damascus. In Babylonia, from the 7th to 11th centuries the Pumbedita and Sura academies led the Arab and to an extant the entire Jewish world. The deans and students of said academies defined the Geonic period in Jewish history. Following this period were the Rishonim who lived from the 11th to 15th centuries. Like their European counterparts, Jews in the Middle East and North Africa also faced periods of persecution and discriminatory policies, with the Almohad Caliphate in North Africa and Iberia issuing forced conversion decrees, causing Jews such as Maimonides to seek safety in other regions.
Initially, under Visigoth rule, Jews in the Iberian Peninsula faced persecutions, but their circumstances changed dramatically under Islamic rule. During this period, they thrived in a golden age, marked by significant intellectual and cultural contributions in fields such as philosophy, medicine, and literature by figures such as Samuel ibn Naghrillah, Judah Halevi and Solomon ibn Gabirol. However, in the 12th to 15th centuries, the Iberian Peninsula witnessed a rise in antisemitism, leading to persecutions, anti-Jewish laws, massacres and forced conversions (peaking in 1391), and the establishment of the Spanish Inquisition that same year. After the completion of the Reconquista and the issuance of the Alhambra Decree by the Catholic Monarchs in 1492, the Jews of Spain were forced to choose: convert to Christianity or be expelled. As a result, around 200,000 Jews were expelled from Spain, seeking refuge in places such as the Ottoman Empire, North Africa, Italy, the Netherlands and India. A similar fate awaited the Jews of Portugal a few years later. Some Jews chose to remain, and pretended to practice Catholicism. These Jews would form the members of Crypto-Judaism.
=== Modern period ===
In the 19th century, when Jews in Western Europe were increasingly granted equality before the law, Jews in the Pale of Settlement faced growing persecution, legal restrictions and widespread pogroms. Zionism emerged in the late 19th century in Central and Eastern Europe as a national revival movement, aiming to re-establish a Jewish polity in the Land of Israel, an endeavor to restore the Jewish people back to their ancestral homeland in order to stop the exoduses and persecutions that have plagued their history. This led to waves of Jewish migration to Ottoman-controlled Palestine. Theodor Herzl, who is considered the father of political Zionism, offered his vision of a future Jewish state in his 1896 book Der Judenstaat (The Jewish State); a year later, he presided over the First Zionist Congress.
The antisemitism that inflicted Jewish communities in Europe also triggered a mass exodus of more than two million Jews to the United States between 1881 and 1924. The Jews of Europe and the United States gained success in the fields of science, culture and the economy. Among those generally considered the most famous were Albert Einstein and Ludwig Wittgenstein. Many Nobel Prize winners at this time were Jewish, as is still the case.When Adolf Hitler and the Nazis came to power in Germany in 1933, the situation for Jews deteriorated rapidly. Many Jews fled from Europe to Mandatory Palestine, the United States, and the Soviet Union as a result of racial anti-Semitic laws, economic difficulties, and the fear of an impending war. World War II started in 1939, and by 1941, Hitler occupied almost all of Europe. Following the German invasion of the Soviet Union in 1941, the Final Solution—an extensive, organized effort with an unprecedented scope intended to annihilate the Jewish people—began, and resulted in the persecution and murder of Jews in Europe and North Africa. In Poland, three million were murdered in gas chambers in all concentration camps combined, with one million at the Auschwitz camp complex alone. The Holocaust is the name given to this genocide, in which six million Jews were systematically murdered.
Before and during the Holocaust, enormous numbers of Jews immigrated to Mandatory Palestine. On May 14, 1948, upon the termination of the mandate, David Ben-Gurion declared the creation of the State of Israel, a Jewish and democratic state in the Land of Israel. Immediately afterwards, all neighboring Arab states invaded, yet the newly formed IDF resisted. In 1949, the war ended and Israel started building the state and absorbing massive waves of Aliyah from all over the world.
== Culture ==
=== Religion ===
The Jewish people and the religion of Judaism are strongly interrelated. Converts to Judaism typically have a status within the Jewish ethnos equal to those born into it. However, several converts to Judaism, as well as ex-Jews, have claimed that converts are treated as second-class Jews by many born Jews.
Conversion is not encouraged by mainstream Judaism, and it is considered a difficult task. A significant portion of conversions are undertaken by children of mixed marriages, or would-be or current spouses of Jews.The Hebrew Bible, a religious interpretation of the traditions and early history of the Jews, established the first of the Abrahamic religions, which are now practiced by 54 percent of the world. Judaism guides its adherents in both practice and belief, and has been called not only a religion, but also a "way of life," which has made drawing a clear distinction between Judaism, Jewish culture, and Jewish identity rather difficult. Throughout history, in eras and places as diverse as the ancient Hellenic world, in Europe before and after The Age of Enlightenment (see Haskalah), in Islamic Spain and Portugal, in North Africa and the Middle East, India, China, or the contemporary United States and Israel, cultural phenomena have developed that are in some sense characteristically Jewish without being at all specifically religious. Some factors in this come from within Judaism, others from the interaction of Jews or specific communities of Jews with their surroundings, and still others from the inner social and cultural dynamics of the community, as opposed to from the religion itself. This phenomenon has led to considerably different Jewish cultures unique to their own communities.
=== Languages ===
Hebrew is the liturgical language of Judaism (termed lashon ha-kodesh, "the holy tongue"), the language in which most of the Hebrew scriptures (Tanakh) were composed, and the daily speech of the Jewish people for centuries. By the 5th century BCE, Aramaic, a closely related tongue, joined Hebrew as the spoken language in Judea. By the 3rd century BCE, some Jews of the diaspora were speaking Greek. Others, such as in the Jewish communities of Asoristan, known to Jews as Babylonia, were speaking Hebrew and Aramaic, the languages of the Babylonian Talmud. Dialects of these same languages were also used by the Jews of Syria Palaestina at that time.For centuries, Jews worldwide have spoken the local or dominant languages of the regions they migrated to, often developing distinctive dialectal forms or branches that became independent languages. Yiddish is the Judaeo-German language developed by Ashkenazi Jews who migrated to Central Europe. Ladino is the Judaeo-Spanish language developed by Sephardic Jews who migrated to the Iberian peninsula. Due to many factors, including the impact of the Holocaust on European Jewry, the Jewish exodus from Arab and Muslim countries, and widespread emigration from other Jewish communities around the world, ancient and distinct Jewish languages of several communities, including Judaeo-Georgian, Judaeo-Arabic, Judaeo-Berber, Krymchak, Judaeo-Malayalam and many others, have largely fallen out of use.
For over sixteen centuries Hebrew was used almost exclusively as a liturgical language, and as the language in which most books had been written on Judaism, with a few speaking only Hebrew on the Sabbath. Hebrew was revived as a spoken language by Eliezer ben Yehuda, who arrived in Palestine in 1881. It had not been used as a mother tongue since Tannaic times. Modern Hebrew is designated as the "State language" of Israel.Despite efforts to revive Hebrew as the national language of the Jewish people, knowledge of the language is not commonly possessed by Jews worldwide and English has emerged as the lingua franca of the Jewish diaspora. Although many Jews once had sufficient knowledge of Hebrew to study the classic literature, and Jewish languages like Yiddish and Ladino were commonly used as recently as the early 20th century, most Jews lack such knowledge today and English has by and large superseded most Jewish vernaculars.
The three most commonly spoken languages among Jews today are Hebrew, English, and Russian. Some Romance languages, particularly French and Spanish, are also widely used. Yiddish has been spoken by more Jews in history than any other language, but it is far less used today following the Holocaust and the adoption of Modern Hebrew by the Zionist movement and the State of Israel.
In some places, the mother language of the Jewish community differs from that of the general population or the dominant group. For example, in Quebec, the Ashkenazic majority has adopted English, while the Sephardic minority uses French as its primary language. Similarly, South African Jews adopted English rather than Afrikaans. Due to both Czarist and Soviet policies, Russian has superseded Yiddish as the language of Russian Jews, but these policies have also affected neighboring communities. Today, Russian is the first language for many Jewish communities in a number of Post-Soviet states, such as Ukraine and Uzbekistan, as well as for Ashkenazic Jews in Azerbaijan, Georgia, and Tajikistan. Although communities in North Africa today are small and dwindling, Jews there had shifted from a multilingual group to a monolingual one (or nearly so), speaking French in Algeria, Morocco, and the city of Tunis, while most North Africans continue to use Arabic or Berber as their mother tongue.
=== Leadership ===
There is no single governing body for the Jewish community, nor a single authority with responsibility for religious doctrine. Instead, a variety of secular and religious institutions at the local, national, and international levels lead various parts of the Jewish community on a variety of issues. Today, many countries have a Chief Rabbi who serves as a representative of that country's Jewry. Although many Hasidic Jews follow a certain hereditary Hasidic dynasty, there is no one commonly accepted leader of all Hasidic Jews. Many Jews believe that the Messiah will act a unifying leader for Jews and the entire world.
=== Theories on ancient Jewish national identity ===
A number of modern scholars of nationalism support the existence of Jewish national identity in antiquity. One of them is David Goodblatt, who generally believes in the existence of nationalism before the modern period. In his view, the Bible, the parabiblical literature and the Jewish national history provide the base for a Jewish collective identity. Although many of the ancient Jews were illiterate (as were their neighbors), their national narrative was reinforced through public readings. The Hebrew language also constructed and preserved national identity. Although it was not widely spoken after the 5th century BCE, Goodblatt states:
the mere presence of the language in spoken or written form could invoke the concept of a Jewish national identity. Even if one knew no Hebrew or was illiterate, one could recognize that a group of signs was in Hebrew script. … It was the language of the Israelite ancestors, the national literature, and the national religion. As such it was inseparable from the national identity. Indeed its mere presence in visual or aural medium could invoke that identity.
It is believed that Jewish nationalist sentiment in antiquity was encouraged because under foreign rule (Persians, Greeks, Romans) Jews were able to claim that they were an ancient nation. This claim was based on the preservation and reverence of their scriptures, the Hebrew language, the Temple and priesthood, and other traditions of their ancestors.
== Demographics ==
=== Ethnic divisions ===
Within the world's Jewish population there are distinct ethnic divisions, most of which are primarily the result of geographic branching from an originating Israelite population, and subsequent independent evolutions. An array of Jewish communities was established by Jewish settlers in various places around the Old World, often at great distances from one another, resulting in effective and often long-term isolation. During the millennia of the Jewish diaspora the communities would develop under the influence of their local environments: political, cultural, natural, and populational. Today, manifestations of these differences among the Jews can be observed in Jewish cultural expressions of each community, including Jewish linguistic diversity, culinary preferences, liturgical practices, religious interpretations, as well as degrees and sources of genetic admixture.Jews are often identified as belonging to one of two major groups: the Ashkenazim and the Sephardim. Ashkenazim, or "Germanics" (Ashkenaz meaning "Germany" in Hebrew), are so named denoting their German Jewish cultural and geographical origins, while Sephardim, or "Hispanics" (Sefarad meaning "Spain/Hispania" or "Iberia" in Hebrew), are so named denoting their Spanish/Portuguese Jewish cultural and geographic origins. The more common term in Israel for many of those broadly called Sephardim, is Mizrahim (lit. "Easterners", Mizrach being "East" in Hebrew), that is, in reference to the diverse collection of Middle Eastern and North African Jews who are often, as a group, referred to collectively as Sephardim (together with Sephardim proper) for liturgical reasons, although Mizrahi Jewish groups and Sephardi Jews proper are ethnically distinct.Smaller groups include, but are not restricted to, Indian Jews such as the Bene Israel, Bnei Menashe, Cochin Jews, and Bene Ephraim; the Romaniotes of Greece; the Italian Jews ("Italkim" or "Bené Roma"); the Teimanim from Yemen; various African Jews, including most numerously the Beta Israel of Ethiopia; and Chinese Jews, most notably the Kaifeng Jews, as well as various other distinct but now almost extinct communities.The divisions between all these groups are approximate and their boundaries are not always clear. The Mizrahim for example, are a heterogeneous collection of North African, Central Asian, Caucasian, and Middle Eastern Jewish communities that are no closer related to each other than they are to any of the earlier mentioned Jewish groups. In modern usage, however, the Mizrahim are sometimes termed Sephardi due to similar styles of liturgy, despite independent development from Sephardim proper. Thus, among Mizrahim there are Egyptian Jews, Iraqi Jews, Lebanese Jews, Kurdish Jews, Moroccan Jews, Libyan Jews, Syrian Jews, Bukharian Jews, Mountain Jews, Georgian Jews, Iranian Jews, Afghan Jews, and various others. The Teimanim from Yemen are sometimes included, although their style of liturgy is unique and they differ in respect to the admixture found among them to that found in Mizrahim. In addition, there is a differentiation made between Sephardi migrants who established themselves in the Middle East and North Africa after the expulsion of the Jews from Spain and Portugal in the 1490s and the pre-existing Jewish communities in those regions.Ashkenazi Jews represent the bulk of modern Jewry, with at least 70 percent of Jews worldwide (and up to 90 percent prior to World War II and the Holocaust). As a result of their emigration from Europe, Ashkenazim also represent the overwhelming majority of Jews in the New World continents, in countries such as the United States, Canada, Argentina, Australia, and Brazil. In France, the immigration of Jews from Algeria (Sephardim) has led them to outnumber the Ashkenazim. Only in Israel is the Jewish population representative of all groups, a melting pot independent of each group's proportion within the overall world Jewish population.
=== Genetic studies ===
Y DNA studies tend to imply a small number of founders in an old population whose members parted and followed different migration paths. In most Jewish populations, these male line ancestors appear to have been mainly Middle Eastern. For example, Ashkenazi Jews share more common paternal lineages with other Jewish and Middle Eastern groups than with non-Jewish populations in areas where Jews lived in Eastern Europe, Germany, and the French Rhine Valley. This is consistent with Jewish traditions in placing most Jewish paternal origins in the region of the Middle East.Conversely, the maternal lineages of Jewish populations, studied by looking at mitochondrial DNA, are generally more heterogeneous. Scholars such as Harry Ostrer and Raphael Falk believe this indicates that many Jewish males found new mates from European and other communities in the places where they migrated in the diaspora after fleeing ancient Israel. In contrast, Behar has found evidence that about 40 percent of Ashkenazi Jews originate maternally from just four female founders, who were of Middle Eastern origin. The populations of Sephardi and Mizrahi Jewish communities "showed no evidence for a narrow founder effect." Subsequent studies carried out by Feder et al. confirmed the large portion of non-local maternal origin among Ashkenazi Jews. Reflecting on their findings related to the maternal origin of Ashkenazi Jews, the authors conclude "Clearly, the differences between Jews and non-Jews are far larger than those observed among the Jewish communities. Hence, differences between the Jewish communities can be overlooked when non-Jews are included in the comparisons." A study showed that 7% of Ashkenazi Jews have the haplogroup G2c, which is mainly found in Pashtuns and on lower scales all major Jewish groups, Palestinians, Syrians, and Lebanese.Studies of autosomal DNA, which look at the entire DNA mixture, have become increasingly important as the technology develops. They show that Jewish populations have tended to form relatively closely related groups in independent communities, with most in a community sharing significant ancestry in common. For Jewish populations of the diaspora, the genetic composition of Ashkenazi, Sephardic, and Mizrahi Jewish populations show a predominant amount of shared Middle Eastern ancestry. According to Behar, the most parsimonious explanation for this shared Middle Eastern ancestry is that it is "consistent with the historical formulation of the Jewish people as descending from ancient Hebrew and Israelite residents of the Levant" and "the dispersion of the people of ancient Israel throughout the Old World". North African, Italian and others of Iberian origin show variable frequencies of admixture with non-Jewish historical host populations among the maternal lines. In the case of Ashkenazi and Sephardi Jews (in particular Moroccan Jews), who are closely related, the source of non-Jewish admixture is mainly Southern European, while Mizrahi Jews show evidence of admixture with other Middle Eastern populations. Behar et al. have remarked on a close relationship between Ashkenazi Jews and modern Italians. A 2001 study found that Jews were more closely related to groups of the Fertile Crescent (Kurds, Turks, and Armenians) than to their Arab neighbors, whose genetic signature was found in geographic patterns reflective of Islamic conquests.The studies also show that Sephardic Bnei Anusim (descendants of the "anusim" who were forced to convert to Catholicism), which comprise up to 19.8 percent of the population of today's Iberia (Spain and Portugal) and at least 10 percent of the population of Ibero-America (Hispanic America and Brazil), have Sephardic Jewish ancestry within the last few centuries. The Bene Israel and Cochin Jews of India, Beta Israel of Ethiopia, and a portion of the Lemba people of Southern Africa, despite more closely resembling the local populations of their native countries, have also been thought to have some more remote ancient Jewish ancestry. Views on the Lemba have changed and genetic Y-DNA analyses in the 2000s have established a partially Middle-Eastern origin for a portion of the male Lemba population but have been unable to narrow this down further.
=== Population centers ===
Although historically, Jews have been found all over the world, in the decades since World War II and the establishment of Israel, they have increasingly concentrated in a small number of countries. In 2013, the United States and Israel were collectively home to more than 80 percent of the global Jewish population, each country having approximately 41 percent of the world's Jews.According to the Israel Central Bureau of Statistics there were 13,421,000 Jews worldwide in 2009, roughly 0.19 percent of the world's population at the time.According to the 2007 estimates of The Jewish People Policy Planning Institute, the world's Jewish population is 13.2 million. Adherents.com cites figures ranging from 12 to 18 million. These statistics incorporate both practicing Jews affiliated with synagogues and the Jewish community, and approximately 4.5 million unaffiliated and secular Jews.According to Sergio Della Pergola, a demographer of the Jewish population, in 2015 there were about 6.3 million Jews in Israel, 5.7 million in the United States, and 2.3 million in the rest of the world.
==== Israel ====
Israel, the Jewish nation-state, is the only country in which Jews make up a majority of the citizens. Israel was established as an independent democratic and Jewish state on 14 May 1948. Of the 120 members in its parliament, the Knesset, as of 2016, 14 members of the Knesset are Arab citizens of Israel (not including the Druze), most representing Arab political parties. One of Israel's Supreme Court judges is also an Arab citizen of Israel.Between 1948 and 1958, the Jewish population rose from 800,000 to two million. Currently, Jews account for 75.4 percent of the Israeli population, or 6 million people. The early years of the State of Israel were marked by the mass immigration of Holocaust survivors in the aftermath of the Holocaust and Jews fleeing Arab lands. Israel also has a large population of Ethiopian Jews, many of whom were airlifted to Israel in the late 1980s and early 1990s. Between 1974 and 1979 nearly 227,258 immigrants arrived in Israel, about half being from the Soviet Union. This period also saw an increase in immigration to Israel from Western Europe, Latin America, and North America.A trickle of immigrants from other communities has also arrived, including Indian Jews and others, as well as some descendants of Ashkenazi Holocaust survivors who had settled in countries such as the United States, Argentina, Australia, Chile, and South Africa. Some Jews have emigrated from Israel elsewhere, because of economic problems or disillusionment with political conditions and the continuing Arab–Israeli conflict. Jewish Israeli emigrants are known as yordim.
==== Diaspora (outside Israel) ====
The waves of immigration to the United States and elsewhere at the turn of the 19th century, the founding of Zionism and later events, including pogroms in Imperial Russia (mostly within the Pale of Settlement in present-day Ukraine, Moldova, Belarus and eastern Poland), the massacre of European Jewry during the Holocaust, and the founding of the state of Israel, with the subsequent Jewish exodus from Arab lands, all resulted in substantial shifts in the population centers of world Jewry by the end of the 20th century.More than half of the Jews live in the Diaspora (see Population table). Currently, the largest Jewish community outside Israel, and either the largest or second-largest Jewish community in the world, is located in the United States, with 5.2 million to 6.4 million Jews by various estimates. Elsewhere in the Americas, there are also large Jewish populations in Canada (315,000), Argentina (180,000–300,000), and Brazil (196,000–600,000), and smaller populations in Mexico, Uruguay, Venezuela, Chile, Colombia and several other countries (see History of the Jews in Latin America). According to a 2010 Pew Research Center study, about 470,000 people of Jewish heritage live in Latin-America and the Caribbean. Demographers disagree on whether the United States has a larger Jewish population than Israel, with many maintaining that Israel surpassed the United States in Jewish population during the 2000s, while others maintain that the United States still has the largest Jewish population in the world. Currently, a major national Jewish population survey is planned to ascertain whether or not Israel has overtaken the United States in Jewish population.
Western Europe's largest Jewish community, and the third-largest Jewish community in the world, can be found in France, home to between 483,000 and 500,000 Jews, the majority of whom are immigrants or refugees from North African countries such as Algeria, Morocco, and Tunisia (or their descendants). The United Kingdom has a Jewish community of 292,000. In Eastern Europe, the exact figures are difficult to establish. The number of Jews in Russia varies widely according to whether a source uses census data (which requires a person to choose a single nationality among choices that include "Russian" and "Jewish") or eligibility for immigration to Israel (which requires that a person have one or more Jewish grandparents). According to the latter criteria, the heads of the Russian Jewish community assert that up to 1.5 million Russians are eligible for aliyah. In Germany, the 102,000 Jews registered with the Jewish community are a slowly declining population, despite the immigration of tens of thousands of Jews from the former Soviet Union since the fall of the Berlin Wall. Thousands of Israelis also live in Germany, either permanently or temporarily, for economic reasons.Prior to 1948, approximately 800,000 Jews were living in lands which now make up the Arab world (excluding Israel). Of these, just under two-thirds lived in the French-controlled Maghreb region, 15 to 20 percent in the Kingdom of Iraq, approximately 10 percent in the Kingdom of Egypt and approximately 7 percent in the Kingdom of Yemen. A further 200,000 lived in Pahlavi Iran and the Republic of Turkey. Today, around 26,000 Jews live in Arab countries and around 30,000 in Iran and Turkey. A small-scale exodus had begun in many countries in the early decades of the 20th century, although the only substantial aliyah came from Yemen and Syria. The exodus from Arab and Muslim countries took place primarily from 1948. The first large-scale exoduses took place in the late 1940s and early 1950s, primarily in Iraq, Yemen and Libya, with up to 90 percent of these communities leaving within a few years. The peak of the exodus from Egypt occurred in 1956. The exodus in the Maghreb countries peaked in the 1960s. Lebanon was the only Arab country to see a temporary increase in its Jewish population during this period, due to an influx of refugees from other Arab countries, although by the mid-1970s the Jewish community of Lebanon had also dwindled. In the aftermath of the exodus wave from Arab states, an additional migration of Iranian Jews peaked in the 1980s when around 80 percent of Iranian Jews left the country.Outside Europe, the Americas, the Middle East, and the rest of Asia, there are significant Jewish populations in Australia (112,500) and South Africa (70,000). There is also a 6,800-strong community in New Zealand.
=== Demographic changes ===
==== Assimilation ====
Since at least the time of the Ancient Greeks, a proportion of Jews have assimilated into the wider non-Jewish society around them, by either choice or force, ceasing to practice Judaism and losing their Jewish identity. Assimilation took place in all areas, and during all time periods, with some Jewish communities, for example the Kaifeng Jews of China, disappearing entirely. The advent of the Jewish Enlightenment of the 18th century (see Haskalah) and the subsequent emancipation of the Jewish populations of Europe and America in the 19th century, accelerated the situation, encouraging Jews to increasingly participate in, and become part of, secular society. The result has been a growing trend of assimilation, as Jews marry non-Jewish spouses and stop participating in the Jewish community.Rates of interreligious marriage vary widely: In the United States, it is just under 50 percent, in the United Kingdom, around 53 percent; in France; around 30 percent, and in Australia and Mexico, as low as 10 percent. In the United States, only about a third of children from intermarriages affiliate with Jewish religious practice. The result is that most countries in the Diaspora have steady or slightly declining religiously Jewish populations as Jews continue to assimilate into the countries in which they live.
==== War and persecution ====
The Jewish people and Judaism have experienced various persecutions throughout Jewish history. During Late Antiquity and the Early Middle Ages the Roman Empire (in its later phases known as the Byzantine Empire) repeatedly repressed the Jewish population, first by ejecting them from their homelands during the pagan Roman era and later by officially establishing them as second-class citizens during the Christian Roman era.According to James Carroll, "Jews accounted for 10% of the total population of the Roman Empire. By that ratio, if other factors had not intervened, there would be 200 million Jews in the world today, instead of something like 13 million."Later in medieval Western Europe, further persecutions of Jews by Christians occurred, notably during the Crusades—when Jews all over Germany were massacred—and in a series of expulsions from the Kingdom of England, Germany, and France. Then there occurred the largest expulsion of all, when Spain and Portugal, after the Reconquista (the Catholic Reconquest of the Iberian Peninsula), expelled both unbaptized Sephardic Jews and the ruling Muslim Moors.In the Papal States, which existed until 1870, Jews were required to live only in specified neighborhoods called ghettos.
Islam and Judaism have a complex relationship. Traditionally Jews and Christians living in Muslim lands, known as dhimmis, were allowed to practice their religions and administer their internal affairs, but they were subject to certain conditions. They had to pay the jizya (a per capita tax imposed on free adult non-Muslim males) to the Islamic state. Dhimmis had an inferior status under Islamic rule. They had several social and legal disabilities such as prohibitions against bearing arms or giving testimony in courts in cases involving Muslims. Many of the disabilities were highly symbolic. The one described by Bernard Lewis as "most degrading" was the requirement of distinctive clothing, not found in the Quran or hadith but invented in early medieval Baghdad; its enforcement was highly erratic. On the other hand, Jews rarely faced martyrdom or exile, or forced compulsion to change their religion, and they were mostly free in their choice of residence and profession.Notable exceptions include the massacre of Jews and forcible conversion of some Jews by the rulers of the Almohad dynasty in Al-Andalus in the 12th century, as well as in Islamic Persia, and the forced confinement of Moroccan Jews to walled quarters known as mellahs beginning from the 15th century and especially in the early 19th century. In modern times, it has become commonplace for standard antisemitic themes to be conflated with anti-Zionist publications and pronouncements of Islamic movements such as Hezbollah and Hamas, in the pronouncements of various agencies of the Islamic Republic of Iran, and even in the newspapers and other publications of Turkish Refah Partisi."Throughout history, many rulers, empires and nations have oppressed their Jewish populations or sought to eliminate them entirely. Methods employed ranged from expulsion to outright genocide; within nations, often the threat of these extreme methods was sufficient to silence dissent. The history of antisemitism includes the First Crusade which resulted in the massacre of Jews; the Spanish Inquisition (led by Tomás de Torquemada) and the Portuguese Inquisition, with their persecution and autos-da-fé against the New Christians and Marrano Jews; the Bohdan Chmielnicki Cossack massacres in Ukraine; the Pogroms backed by the Russian Tsars; as well as expulsions from Spain, Portugal, England, France, Germany, and other countries in which the Jews had settled. According to a 2008 study published in the American Journal of Human Genetics, 19.8 percent of the modern Iberian population has Sephardic Jewish ancestry, indicating that the number of conversos may have been much higher than originally thought.
The persecution reached a peak in Nazi Germany's Final Solution, which led to the Holocaust and the slaughter of approximately 6 million Jews. Of the world's 16 million Jews in 1939, almost 40% were murdered in the Holocaust. The Holocaust—the state-led systematic persecution and genocide of European Jews (and certain communities of North African Jews in European controlled North Africa) and other minority groups of Europe during World War II by Germany and its collaborators—remains the most notable modern-day persecution of Jews. The persecution and genocide were accomplished in stages. Legislation to remove the Jews from civil society was enacted years before the outbreak of World War II. Concentration camps were established in which inmates were used as slave labour until they died of exhaustion or disease. Where the Third Reich conquered new territory in Eastern Europe, specialized units called Einsatzgruppen murdered Jews and political opponents in mass shootings. Jews and Roma were crammed into ghettos before being transported hundreds of kilometres by freight train to extermination camps where, if they survived the journey, the majority of them were murdered in gas chambers. Virtually every arm of Germany's bureaucracy was involved in the logistics of the mass murder, turning the country into what one Holocaust scholar has called "a genocidal nation."
==== Migrations ====
Throughout Jewish history, Jews have repeatedly been directly or indirectly expelled from both their original homeland, the Land of Israel, and many of the areas in which they have settled. This experience as refugees has shaped Jewish identity and religious practice in many ways, and is thus a major element of Jewish history. The patriarch Abraham is described as a migrant to the land of Canaan from Ur of the Chaldees after an attempt on his life by King Nimrod. His descendants, the Children of Israel, in the Biblical story (whose historicity is uncertain) undertook the Exodus (meaning "departure" or "exit" in Greek) from ancient Egypt, as recorded in the Book of Exodus.
Centuries later, Assyrian policy was to deport and displace conquered peoples, and it is estimated some 4,500,000 among captive populations suffered this dislocation over three centuries of Assyrian rule. With regard to Israel, Tiglath-Pileser III claims he deported 80% of the population of Lower Galilee, some 13,520 people. Some 27,000 Israelites, 20 to 25% of the population of the Kingdom of Israel, were described as being deported by Sargon II, and were replaced by other deported populations and sent into permanent exile by Assyria, initially to the Upper Mesopotamian provinces of the Assyrian Empire. Between 10,000 and 80,000 people from the Kingdom of Judah were similarly exiled by Babylonia, but these people were then returned to Judea by Cyrus the Great of the Persian Achaemenid Empire.Many Jews were exiled again by the Roman Empire. The 2,000 year dispersion of the Jewish diaspora beginning under the Roman Empire, as Jews were spread throughout the Roman world and, driven from land to land, settled wherever they could live freely enough to practice their religion. Over the course of the diaspora the center of Jewish life moved from Babylonia to the Iberian Peninsula to Poland to the United States and, as a result of Zionism, back to Israel.There were also many expulsions of Jews during the Middle Ages and Enlightenment in Europe, including: 1290, 16,000 Jews were expelled from England, see the (Statute of Jewry); in 1396, 100,000 from France; in 1421, thousands were expelled from Austria. Many of these Jews settled in East-Central Europe, especially Poland. Following the Spanish Inquisition in 1492, the Spanish population of around 200,000 Sephardic Jews were expelled by the Spanish crown and Catholic church, followed by expulsions in 1493 in Sicily (37,000 Jews) and Portugal in 1496. The expelled Jews fled mainly to the Ottoman Empire, the Netherlands, and North Africa, others migrating to Southern Europe and the Middle East.During the 19th century, France's policies of equal citizenship regardless of religion led to the immigration of Jews (especially from Eastern and Central Europe). This contributed to the arrival of millions of Jews in the New World. Over two million Eastern European Jews arrived in the United States from 1880 to 1925.In summary, the pogroms in Eastern Europe, the rise of modern antisemitism, the Holocaust, as well as the rise of Arab nationalism, all served to fuel the movements and migrations of huge segments of Jewry from land to land and continent to continent until they arrived back in large numbers at their original historical homeland in Israel.In the latest phase of migrations, the Islamic Revolution of Iran caused many Iranian Jews to flee Iran. Most found refuge in the US (particularly Los Angeles, California, and Long Island, New York) and Israel. Smaller communities of Persian Jews exist in Canada and Western Europe. Similarly, when the Soviet Union collapsed, many of the Jews in the affected territory (who had been refuseniks) were suddenly allowed to leave. This produced a wave of migration to Israel in the early 1990s.
==== Growth ====
Israel is the only country with a Jewish population that is consistently growing through natural population growth, although the Jewish populations of other countries, in Europe and North America, have recently increased through immigration. In the Diaspora, in almost every country the Jewish population in general is either declining or steady, but Orthodox and Haredi Jewish communities, whose members often shun birth control for religious reasons, have experienced rapid population growth.Orthodox and Conservative Judaism discourage proselytism to non-Jews, but many Jewish groups have tried to reach out to the assimilated Jewish communities of the Diaspora in order for them to reconnect to their Jewish roots. Additionally, while in principle Reform Judaism favors seeking new members for the faith, this position has not translated into active proselytism, instead taking the form of an effort to reach out to non-Jewish spouses of intermarried couples.There is also a trend of Orthodox movements reaching out to secular Jews in order to give them a stronger Jewish identity so there is less chance of intermarriage. As a result of the efforts by these and other Jewish groups over the past 25 years, there has been a trend (known as the Baal teshuva movement) for secular Jews to become more religiously observant, though the demographic implications of the trend are unknown. Additionally, there is also a growing rate of conversion to Jews by Choice of gentiles who make the decision to head in the direction of becoming Jews.
== Contributions ==
Jews have made many contributions in a broad range of fields, including the sciences, arts, politics, and business. For example, over 20 percent of Nobel Prize laureates have been of Jewish descent, with multiple winners in each category.
== See also ==
Jewish studies
Lists of Jews
== References ==
=== Notes ===
=== Citations ===
== Sources ==
Coogan, Michael D., ed. (1998). The Oxford History of the Biblical World. Oxford University Press. ISBN 978-0-19-513937-2. Archived from the original on 15 November 2020. Retrieved 4 April 2018.
Dekmejian, R. Hrair (1975). Patterns of Political Leadership: Egypt, Israel, Lebanon. State University of New York Press. ISBN 0-87395-291-X.
Dever, William (2003). Who Were the Early Israelites and Where Did They Come From?. Eerdmans. ISBN 978-0-8028-0975-9. Archived from the original on 21 April 2020. Retrieved 4 April 2018.
Finkelstein, Israel; Silberman, Neil Asher (2002). The Bible Unearthed: Archaeology's New Vision of Ancient Israel and the Origin of Sacred Texts. Simon and Schuster. ISBN 978-0-7432-2338-6.
Johnson, Paul (1987). A History of the Jews. New York: HarperCollins. ISBN 0-06-091533-1.
Kornberg, Jacques (1993). Theodor Herzl: From Assimilation to Zionism. Indiana University Press. ISBN 978-0-253-33203-5.
Lipiński, Edward (2020). A History of the Kingdom of Jerusalem and Judah. Orientalia Lovaniensia Analecta. Vol. 287. Peeters. ISBN 978-90-429-4212-7.
McNutt, Paula (1999). Reconstructing the Society of Ancient Israel. Westminster John Knox Press. ISBN 978-0-664-22265-9.
Stager, Lawrence. "Forging an Identity: The Emergence of Ancient Israel". In Coogan (1998).
Tobolowsky, Andrew (2022). "The Tribes That Were Not Lost: The Samaritans". The Myth of the Twelve Tribes of Israel: New Identities Across Time and Space. Cambridge: Cambridge University Press. pp. 69–70, 73–75. doi:10.1017/9781009091435.003. ISBN 978-1-316-51494-8.
== Further reading ==
== External links ==
Jews at Curlie
Official website of the Berman Jewish DataBank
Official website of the Jewish Agency for Israel
Official website of The Jewish Encyclopedia
Official website of the Jewish Telegraphic Agency
Maps related to Jewish history Archived 23 March 2012 at the Wayback Machine
Official website of the World Jewish Congress
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Lithuania
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Lithuania ( LITH-yoo-AYN-ee-ə; Lithuanian: Lietuva [lʲɪɛtʊˈvɐ]), officially the Republic of Lithuania (Lithuanian: Lietuvos Respublika [lʲɪɛtʊˈvoːs rʲɛsˈpʊblʲɪkɐ]), is a country in the Baltic region of Europe. It is one of three Baltic states and lies on the eastern shore of the Baltic Sea. Lithuania shares land borders with Latvia to the north, Belarus to the east and south, Poland to the south, and Russia to the southwest. It has a maritime border with Sweden to the west on the Baltic Sea. Lithuania covers an area of 65,300 km2 (25,200 sq mi), with a population of 2.86 million. Its capital and largest city is Vilnius; other major cities are Kaunas, Klaipėda, Šiauliai and Panevėžys. Lithuanians belong to the ethno-linguistic group of the Balts and speak Lithuanian, one of only a few living Baltic languages.
For millennia the southeastern shores of the Baltic Sea were inhabited by various Baltic tribes. In the 1230s, Lithuanian lands were united by Mindaugas, becoming king and founding the Kingdom of Lithuania on 6 July 1253. In the 14th century, the Grand Duchy of Lithuania was the largest country in Europe; present-day Lithuania, Belarus, most of Ukraine, and parts of Poland and Russia were all lands of the Grand Duchy. The Crown of the Kingdom of Poland and the Grand Duchy of Lithuania were in a de facto personal union from 1386 with the marriage of the Polish queen Hedwig and Lithuania's Grand Duke Jogaila, who was crowned King jure uxoris Władysław II Jagiełło of Poland. The Commonwealth of Poland and Lithuania was established by the Union of Lublin in July 1569. The Commonwealth lasted more than two centuries, until neighbouring countries dismantled it in 1772–1795, with the Russian Empire annexing most of Lithuania's territory. As World War I ended, Lithuania's Act of Independence was signed on 16 February 1918, founding the modern Republic of Lithuania. In World War II, Lithuania was occupied first by the Soviet Union and then by Nazi Germany. Towards the end of the war in 1944, when the Germans were retreating, the Soviet Union reoccupied Lithuania. Lithuanian armed resistance to the Soviet occupation lasted until the early 1950s. On 11 March 1990, a year before the formal dissolution of the Soviet Union, Lithuania passed the Act of the Re-Establishment of the State of Lithuania, becoming the first Soviet republic to break away when it proclaimed the restoration of its independence.Lithuania is a developed country with a high income, advanced economy, and ranking 35th in the Human Development Index. Lithuania is a member of the European Union, the Council of Europe, the eurozone, the Nordic Investment Bank, the Schengen Agreement, NATO, and OECD. It also participates in the Nordic-Baltic Eight (NB8) regional co-operation format.
== Etymology ==
The first known record of the name of Lithuania (Lithuanian: Lietuva) is in a 9 March 1009 story of Saint Bruno in the Quedlinburg Chronicle. The Chronicle recorded a Latinized form of the name Lietuva: Litua (pronounced [litua]). Due to the lack of reliable evidence, the true meaning of the name is unknown. Scholars still debate the meaning of the word and there are a few plausible versions.Since Lietuva has a suffix (-uva), there should be a corresponding original word with no suffix. A likely candidate is Lietā. Because many Baltic ethnonyms originated from hydronyms, linguists have searched for its origin among local hydronyms. Usually, such names evolved through the following process: hydronym → toponym → ethnonym. Lietava, a small river not far from Kernavė, the core area of the early Lithuanian state and a possible first capital of the eventual Grand Duchy of Lithuania, is usually credited as the source of the name. However, the river is very small and some find it improbable that such a small and local object could have lent its name to an entire nation. On the other hand, such naming is not unprecedented in world history.Artūras Dubonis proposed another hypothesis, that Lietuva relates to the word leičiai (plural of leitis). From the middle of the 13th century, leičiai were a distinct warrior social group of the Lithuanian society subordinate to the Lithuanian ruler or the state itself. The word leičiai is used in 14–16th century historical sources as an ethnonym for Lithuanians (but not Samogitians) and is still used, usually poetically or in historical contexts, in the Latvian language, which is closely related to Lithuanian.
== History ==
The first people settled in the territory of Lithuania after the last glacial period in the 10th millennium BC: Kunda, Neman and Narva cultures. They were traveling hunters and did not form stable settlements. In the 8th millennium BC, the climate became much warmer, and forests developed. The inhabitants of what is now Lithuania then travelled less and engaged in local hunting, gathering and fresh-water fishing. Agriculture did not emerge until the 3rd millennium BC due to a harsh climate and terrain and a lack of suitable tools to cultivate the land. Crafts and trade also started to form at this time. Over a millennium, the Indo-Europeans, who arrived in the 3rd – 2nd millennium BC, mixed with the local population and formed various Baltic tribes.The Baltic tribes did not maintain close cultural or political contacts with the Roman Empire, but they did maintain trade contacts (see Amber Road). Tacitus, in his study Germania, described the Aesti people, inhabitants of the south-eastern Baltic Sea shores who were probably Balts, around the year 97 AD. The Western Balts differentiated and became known to outside chroniclers first. Ptolemy in the 2nd century AD knew of the Galindians and Yotvingians, and early medieval chroniclers mentioned Old Prussians, Curonians and Semigallians.The Lithuanian language is considered to be very conservative for its close connection to Indo-European roots. It is believed to have differentiated from the Latvian language, the most closely related existing language, around the 7th century. Traditional Lithuanian pagan customs and mythology, with many archaic elements, were long preserved. Rulers' bodies were cremated up until the conversion to Christianity: the descriptions of the cremation ceremonies of the grand dukes Algirdas and Kęstutis have survived.
=== Grand Duchy of Lithuania ===
From the 9th to the 11th centuries, coastal Balts were subjected to raids by the Vikings, and the kings of Denmark collected tribute at times. During the 10–11th centuries, Lithuanian territories were among the lands paying tribute to Kievan Rus', and Yaroslav the Wise was among the Ruthenian rulers who invaded Lithuania (from 1040). From the mid-12th century, it was the Lithuanians who were invading Ruthenian territories. In 1183, Polotsk and Pskov were ravaged, and even the distant and powerful Novgorod Republic was repeatedly threatened by the excursions from the emerging Lithuanian war machine toward the end of the 12th century.From the late 12th century, an organized Lithuanian military force existed; it was used for external raids, plundering and the gathering of slaves. Such military and pecuniary activities fostered social differentiation and triggered a struggle for power in Lithuania. This initiated the formation of early statehood, from which the Grand Duchy of Lithuania developed. The disparate Lithuanian tribes along the Nemunas were united into the Lithuanian state by 1219, at the latest. The only Lithuanian Roman Catholic king, Mindaugas, was baptised as a Roman Catholic in 1251 and crowned as King of Lithuania on 6 July 1253.After his assassination in 1263, pagan Lithuania was a target of the Christian crusades of the Teutonic Knights and the Livonian Order. The siege of Pilėnai is noted for the Lithuanians' defense against the intruders. Despite the devastating century-long struggle with the Orders, the Grand Duchy of Lithuania expanded rapidly, overtaking former Ruthenian principalities of Kievan Rus'.On 22 September 1236, the Battle of Saulė between Samogitians and the Livonian Brothers of the Sword took place close to Šiauliai. The Livonian Brothers were defeated during it and their further conquest of the Balts lands were stopped. The battle inspired rebellions among the Curonians, Semigallians, Selonians, Oeselians, tribes previously conquered by the Sword-Brothers. Some thirty years' worth of conquests on the left bank of Daugava were lost. In 2000, the Lithuanian and Latvian parliaments declared 22 September to be the Day of Baltic Unity.
According to the legend, Grand Duke Gediminas was once hunting near the Vilnia River; tired after the successful hunt, he settled in for the night and dreamed of a huge Iron Wolf standing on top a hill and howling as strong and loud as a hundred wolves. Krivis (pagan priest) Lizdeika interpreted the dream that the Iron Wolf represents Vilnius Castles. Gediminas, obeying the will of the gods, built the city and gave it the name Vilnius – from the stream of the Vilnia River.In 1362 or 1363, Grand Duke Algirdas achieved a decisive victory in the Battle of Blue Waters against the Golden Horde and stopped its further expansion in the present-day Ukraine. The victory brought the city of Kyiv and a large part of present-day Ukraine, including sparsely populated Podolia and Dykra, under the control of the expanding Grand Duchy of Lithuania. After taking Kyiv, Lithuania became a direct neighbor and rival of the Grand Duchy of Moscow.By the end of the 14th century, Lithuania was one of the largest countries in Europe and included present-day Belarus, Ukraine, and parts of Poland and Russia. The geopolitical situation between the west and the east determined the multicultural and multi-confessional character of the Grand Duchy of Lithuania. The ruling elite practised religious tolerance and the Chancery Slavonic language was used as an auxiliary language to Latin for official documents.In 1385, the Grand Duke Jogaila accepted Poland's offer to become its king. Jogaila embarked on gradual Christianization of Lithuania and established a personal union between Poland and Lithuania. Lithuania was one of the last pagan areas of Europe to adopt Christianity. While territories to the north had been Christianized in 1186 by Western merchants and missionaries who formed the Order of the Brothers and the Sword to spread Christianity through military organization, the Lithuanians had defeated the Order's militant efforts in 1236.
After two civil wars, Vytautas the Great became the Grand Duke of Lithuania in 1392. During his reign, Lithuania reached the peak of its territorial expansion, centralization of the state began, and the Lithuanian nobility became increasingly prominent in state politics. In the great Battle of the Vorskla River in 1399, the combined forces of Tokhtamysh and Vytautas were defeated by the Mongols. Thanks to close cooperation, the armies of Lithuania and Poland achieved a victory over the Teutonic Knights in 1410 at the Battle of Grunwald, one of the largest battles of medieval Europe.Since the 14th–15th centuries patrilineal members of the Lithuanian ruling Gediminids dynasty ruled not only Lithuania, but also Poland, Hungary, Croatia, Bohemia, and Moldavia (George Koriatovich). During the inaugurations of Lithuanian monarchs until 1569, Gediminas' Cap was placed on the monarch's head by the Bishop of Vilnius in Vilnius Cathedral.In January 1429, at the Congress of Lutsk Vytautas received the title of King of Lithuania with the backing of Sigismund, Holy Roman Emperor, but the envoys who were transporting the crown were stopped by Polish magnates in autumn of 1430. Another crown was sent, but Vytautas died in the Trakai Island Castle several days before it reached Lithuania. He was buried in the Cathedral of Vilnius.After the deaths of Jogaila and Vytautas, the Lithuanian nobility attempted to break the union between Poland and Lithuania, independently selecting Grand Dukes from the Jagiellon dynasty. But, at the end of the 15th century, Lithuania was forced to seek a closer alliance with Poland when the growing power of the Grand Duchy of Moscow threatened Lithuania's Russian principalities and sparked the Muscovite–Lithuanian Wars and the Livonian War.
On 8 September 1514, the Battle of Orsha between Lithuanians, commanded by the Grand Hetman Konstanty Ostrogski, and Muscovites was fought. According to Rerum Moscoviticarum Commentarii by Sigismund von Herberstein, the primary source for information on the battle, the much smaller army of Poland–Lithuania (under 30,000 men) defeated a force of 80,000 Muscovite soldiers, capturing their camp and commander. The battle destroyed a military alliance against Lithuania and Poland. Thousands of Muscovites were captured as prisoners and used as labourers in the Lithuanian manors, while Konstanty Ostrogski delivered the captured Muscovite flags to the Cathedral of Vilnius.The Livonian War was ceased for ten years with a Truce of Yam-Zapolsky signed on 15 January 1582 according to which the already Polish–Lithuanian Commonwealth recovered Livonia, Polotsk and Velizh, but transferred Velikiye Luki to the Tsardom of Russia. The truce was extended for twenty years in 1600, when a diplomatic mission to Moscow led by Lew Sapieha concluded negotiations with Tsar Boris Godunov. The truce was broken when the Poles invaded Muscovy in 1605.
=== Polish–Lithuanian Commonwealth ===
The Polish–Lithuanian Commonwealth was created in 1569 by the Union of Lublin. As a member of the Commonwealth, Lithuania retained its institutions, including a separate army, currency, and statutory laws – the Statute of Lithuania. Eventually Polonization affected all aspects of Lithuanian life: politics, language, culture, and national identity. From the mid-16th to the mid-17th centuries, culture, arts, and education flourished, fueled by the Renaissance and the Protestant Reformation. From 1573, the Kings of Poland and Grand Dukes of Lithuania were elected by the nobility, who were granted ever-increasing Golden Liberties. These liberties, especially the liberum veto, led to anarchy and the eventual dissolution of the state.
The Commonwealth reached its Golden Age in the early 17th century. Its powerful parliament was dominated by nobles who were reluctant to get involved in the Thirty Years' War; this neutrality spared the country from the ravages of a political-religious conflict that devastated most of contemporary Europe. The Commonwealth held its own against Sweden, the Tsardom of Russia, and vassals of the Ottoman Empire, and even launched successful expansionist offensives against its neighbours. In several invasions during the Time of Troubles, Commonwealth troops entered Russia and managed to take Moscow and hold it from 27 September 1610 to 4 November 1612, when they were driven out after a siege.
In 1655, after the extinguishing battle, for the first time in history the Lithuanian capital Vilnius was taken by a foreign army. The Russian army looted the city, splendid churches, and manors. Between 8,000 and 10,000 citizens were killed; the city burned for 17 days. Those who returned after the catastrophe could not recognise the city. The Russian occupation of the Grand Duchy of Lithuania lasted up to 1661. Many artefacts and cultural heritage were either lost or looted, significant parts of the state archive – Lithuanian Metrica, collected since the 13th century, were lost and the rest was moved out of the country. During the Northern Wars (1655–1661), the Lithuanian territory and economy were devastated by the Swedish army. Almost all territory of the Grand Duchy of Lithuania was occupied by Swedish and Russian armies. This period is known as Tvanas (The Deluge).
Before it could fully recover, Lithuania was ravaged during the Great Northern War (1700–1721). The war, a plague, and a famine caused the deaths of approximately 40% of the country's population. Foreign powers, especially Russia, became dominant in the domestic politics of the Commonwealth. Numerous fractions among the nobility used the Golden Liberties to prevent any reforms.The Constitution of 3 May 1791 was adopted by the Great Sejm (parliament) of the Polish–Lithuanian Commonwealth trying to save the state. The legislation was designed to redress the Commonwealth's political defects due to the system of Golden Liberties, also known as the "Nobles' Democracy," which had conferred disproportionate rights on the nobility (Szlachta) and over time had corrupted politics. The constitution sought to supplant the prevailing anarchy fostered by some of the country's magnates with a more democratic constitutional monarchy. It introduced elements of political equality between townspeople and nobility, and placed the peasants under the protection of the government, thus mitigating the worst abuses of serfdom. It banned parliamentary institutions such as the liberum veto, which had put the Sejm at the mercy of any deputy who could revoke all the legislation that had been passed by that Sejm. It was drafted in relation to a copy of the United States Constitution. It is regarded as the world's second-oldest codified national governmental constitution after the 1787 U.S. Constitution.
=== Russian Empire ===
Eventually, the Commonwealth was partitioned in 1772, 1793, and 1795 by the Russian Empire, Prussia, and the Habsburg monarchy.
The largest area of Lithuanian territory became part of the Russian Empire. After the unsuccessful uprisings in 1831 and 1863, the Tsarist authorities implemented a number of Russification policies. In 1840 the Third Statute of Lithuania was abolished. They banned the Lithuanian press, closed cultural and educational institutions and made Lithuania part of a new administrative region called Northwestern Krai. The Russification failed, owing to an extensive network of Lithuanian book smugglers and secret Lithuanian homeschooling.After the Russo-Turkish War (1877–1878), when German diplomats assigned what were seen as Russian spoils of war to Turkey, the relationship between Russia and the German Empire became complicated. The Russian Empire resumed the construction of fortresses at its western borders for defence against a potential invasion from Germany in the West. Large numbers of Lithuanians went to the United States in 1867–1868 after a famine. On 7 July 1879 the Russian Emperor Alexander II approved a proposal from the Russian military leadership to build the largest "first-class" defensive structure in the entire state – the 65 km2 (25 sq mi) Kaunas Fortress.Simonas Daukantas promoted a return to Lithuania's pre-Commonwealth traditions, which he depicted as a Golden Age of Lithuania and a renewal of the native culture, based on the Lithuanian language and customs. With those ideas in mind, he wrote already in 1822 a history of Lithuania in Lithuanian – Darbai senųjų lietuvių ir žemaičių (The Deeds of Ancient Lithuanians and Samogitians), though it was not published at that time. A colleague of S. Daukantas, Teodor Narbutt wrote in Polish a voluminous Ancient History of the Lithuanian Nation (1835–1841), where he likewise expounded and expanded further on the concept of historic Lithuania, whose days of glory had ended with the Union of Lublin in 1569. Narbutt, invoking German scholarship, pointed out the relationship between the Lithuanian and Sanskrit languages. A Lithuanian National Revival, inspired by the ancient Lithuanian history, language and culture, laid the foundations of the modern Lithuanian nation and independent Lithuania.
=== 20th and 21st centuries ===
==== 1918–1939 ====
As a result of the Great Retreat during World War I, Germany occupied the entire territory of Lithuania and Courland by the end of 1915. A new administrative entity, Ober Ost, was established. Lithuanians lost all political rights they had gained: personal freedom was restricted, and at the beginning, the Lithuanian press was banned. However, the Lithuanian intelligentsia tried to take advantage of the existing geopolitical situation and began to look for opportunities to restore Lithuania's independence. On 18–22 September 1917, the Vilnius Conference elected the 20-member Council of Lithuania. The council adopted the Act of Independence of Lithuania on 16 February 1918 which proclaimed the restoration of the independent state of Lithuania governed by democratic principles, with Vilnius as its capital. The state of Lithuania which had been built within the framework of the Act lasted from 1918 until 1940.
Following the capitulation of Germany in November 1918, the first Provisional Constitution of Lithuania was adopted and the first government of Prime Minister Augustinas Voldemaras was organized. At the same time, the army and other state institutions began to be organized. Lithuania fought three wars of independence: against the Bolsheviks who proclaimed the Lithuanian Soviet Socialist Republic, against the Bermontians, and against Poland. As a result of the staged Żeligowski's Mutiny in October 1920, Poland took control of Vilnius Region and annexed it as Wilno Voivodeship in 1922. Lithuania continued to claim Vilnius as its de jure capital (the de facto, provisional capital being Kaunas) and relations with Poland remained particularly tense and hostile for the entire interwar period. In January 1923, Lithuania staged the Klaipėda Revolt and captured Klaipėda Region (Memel territory) which was detached from East Prussia by the Treaty of Versailles. The region became an autonomous region of Lithuania.
On 15 May 1920, the first meeting of the democratically elected constituent assembly took place. The documents it adopted, i. e. the temporary (1920) and permanent (1922) constitutions of Lithuania, strove to regulate the life of the new state. Land, finance, and educational reforms started to be implemented. The currency of Lithuania, the Lithuanian litas, was introduced. The University of Lithuania was opened. All major public institutions had been established. As Lithuania began to gain stability, foreign countries started to recognize it. In 1921 Lithuania was admitted to the League of Nations.On 17 December 1926, a military coup d'état took place, resulting in the replacement of the democratically elected government with a conservative authoritarian government led by Antanas Smetona. Augustinas Voldemaras was appointed to form a government. The so-called authoritarian phase had begun strengthening the influence of one party, the Lithuanian Nationalist Union, in the country. In 1927, the Seimas was dissolved. A new constitution was adopted in 1928, which consolidated presidential powers. Gradually, opposition parties were banned, censorship was tightened, and the rights of national minorities were narrowed. The only democratically elected body that continued to exist at the time was a Parliament of the Klaipėda Region.
On 15 July 1933, Steponas Darius and Stasys Girėnas, Lithuanian pilots, emigrants to the United States, made a significant flight in the history of world aviation. They flew across the Atlantic Ocean, covering a distance of 6,411 km (3,984 mi) without landing, in 37 hours and 11 minutes (172.4 km/h (107.1 mph)). In terms of comparison, as far as the distance of non-stop flights was concerned, their result ranked second only to that of Russell Boardman and John Polando.
The provisional capital Kaunas, which was nicknamed Little Paris, and the country itself had a Western standard of living with sufficiently high salaries and low prices. At the time, qualified workers there were earning very similar real wages as workers in Germany, Italy, Switzerland and France, the country also had a surprisingly high natural increase in population of 9.7 and the industrial production of Lithuania increased by 160% from 1913 to 1940.The situation was aggravated by the global economic crisis. The purchase price of agricultural products had declined significantly. In 1935, farmers began strikes in Suvalkija and Dzūkija. In addition to economic ones, political demands were made. The government cruelly suppressed the unrest. In the spring of 1936, four peasants were sentenced to death for starting the riots.
==== 1939–1944 ====
On 20 March 1939, after years of rising tensions, Lithuania was handed an ultimatum by Nazi Germany demanding it relinquish the Klaipėda Region. Two days later, the Lithuanian government accepted the ultimatum. When Nazi Germany and Soviet Union concluded the Molotov–Ribbentrop Pact, Lithuania was initially assigned to the German sphere of influence but was later transferred to the Soviet sphere. At the outbreak of World War II, Lithuania declared neutrality.
In October 1939, Lithuania was forced to sign the Soviet–Lithuanian Mutual Assistance Treaty: five Soviet military bases with 20,000 troops were established in Lithuania in exchange for Vilnius, which the Soviets had captured from Poland. Delayed by the Winter War with Finland, the Soviets issued an ultimatum to Lithuania on 14 June 1940. They demanded the replacement of the Lithuanian government and that the Red Army be allowed into the country. The government decided that, with Soviet bases already in Lithuania, armed resistance was impossible and accepted the ultimatum. President Smetona left the country, hoping to form a government in exile, while more than 200,000 Soviet Red Army soldiers crossed the Belarus–Lithuania border. The next day, identical ultimatums were presented to Latvia and Estonia. The Baltic states were occupied. The Soviets followed semi-constitutional procedures for transforming the independent countries into soviet republics and incorporating them into the Soviet Union.
Vladimir Dekanozov was sent to supervise the formation of the puppet People's Government and the rigged election to the People's Seimas. The Lithuanian Soviet Socialist Republic was proclaimed on 21 July and accepted into the Soviet Union on 3 August. Lithuania was rapidly Sovietized: political parties and various organizations (except the Communist Party of Lithuania) were outlawed, some 12,000 people, including many prominent figures, were arrested and imprisoned in Gulag as "enemies of the people", larger private property was nationalized, the Lithuanian litas was replaced by the Soviet rouble, farm taxes were increased by 50–200%, the Lithuanian Army was transformed into the 29th Rifle Corps of the Red Army. On 14–18 June 1941, less than a week before the Nazi invasion, some 17,000 Lithuanians were deported to Siberia, where many perished due to inhumane living conditions (see the June deportation). The occupation was not recognized by Western powers and the Lithuanian Diplomatic Service, based on pre-war consulates and legations, continued to represent independent Lithuania until 1990.
When Nazi Germany attacked the Soviet Union on 22 June 1941, Lithuanians began the anti-Soviet June Uprising, organized by the Lithuanian Activist Front. Lithuanians proclaimed independence and organized the Provisional Government of Lithuania. This government quickly self-disbanded. Lithuania became part of the Reichskommissariat Ostland, German civil administration.
By 1 December 1941, over 120,000 Lithuanian Jews, or 91–95% of Lithuania's pre-war Jewish community, had been killed.: 110 Nearly 100,000 Jews, Poles, Russians and Lithuanians were murdered at Paneriai. However, thousands of Lithuanian families risking their lives also protected Jews from the Holocaust. Israel has recognized 918 Lithuanians (as of 1 January 2021) as Righteous Among the Nations for risking their lives to save Jews during the Holocaust.Approximately 13,000 men served in the Lithuanian Auxiliary Police Battalions. 10 of the 26 Lithuanian Auxiliary Police Battalions working with the Nazi Einsatzkommando, were involved in the mass killings. Rogue units organised by Algirdas Klimaitis and supervised by SS Brigadeführer Walter Stahlecker started the Kaunas pogrom in and around Kaunas on 25 June 1941. In 1941, the Lithuanian Security Police (Lietuvos saugumo policija), subordinate to Nazi Germany's Security Police and Nazi Germany's Criminal Police, was created. The Lietuvos saugumo policija targeted the communist underground.A new occupation had begun. Nationalized assets were not returned to the residents. Some of them were forced to fight for Nazi Germany or were taken to German territories as forced labourers. Jewish people were herded into ghettos and gradually killed by shooting or sending them out to concentration camps.
==== 1944–1990 ====
After the retreat of the German armed forces, the Soviets reestablished their control of Lithuania in July–October 1944. The massive deportations to Siberia were resumed and lasted until the death of Stalin in 1953. Antanas Sniečkus, the leader of the Communist Party of Lithuania from 1940 to 1974, supervised the arrests and deportations. All Lithuanian national symbols were banned. Under the pretext of Lithuania's economic recovery, the Moscow authorities encouraged the migration of workers and other specialists to Lithuania with the intention to further integrate Lithuania into the Soviet Union and to develop the country's industry. At the same time, Lithuanians were lured to work in the USSR by promising them all the privileges of settling in a new place.
The second Soviet occupation was accompanied by the guerrilla warfare of the Lithuanian population, which took place in 1944–1953. It sought to restore an independent state of Lithuania, to consolidate democracy by destroying communism in the country, returning national values and the freedom of religion. About 50,000 Lithuanians took to the forests and fought Soviet occupants with a gun in their hands. In the later stages of the partisan war, Lithuanians formed the Union of Lithuanian Freedom Fighters and its leader Jonas Žemaitis (codename Vytautas) was posthumously recognized as the president of Lithuania. Despite the fact that the guerrilla warfare did not achieve its goal of liberating Lithuania and that it resulted in more than 20,000 deaths, the armed resistance de facto demonstrated that Lithuania did not voluntarily join the USSR and it also legitimized the will of the people of Lithuania to be independent. Lithuanian courts and the ECHR both treat the Soviets' annihilation of the Lithuanian partisans as a genocide.
Even with the suppression of partisan resistance, the Soviet government failed to stop the movement for the independence of Lithuania. The underground dissident groups were active publishing the underground press and Catholic literature. The most active participants of the movement included Vincentas Sladkevičius, Sigitas Tamkevičius and Nijolė Sadūnaitė. In 1972, after Romas Kalanta's public self-immolation, the unrest in Kaunas lasted for several days.
The Helsinki Group, which was founded in Lithuania after the international conference in Helsinki (Finland), where the post-WWII borders were acknowledged, announced a declaration for Lithuania's independence on foreign radio station. The Helsinki Group informed the Western world about the situation in the Soviet Lithuania and violations of human rights. With the beginning of the increased openness and transparency in government institutions and activities (glasnost) in the Soviet Union, on 3 June 1988, the Sąjūdis was established in Lithuania with Romualdas Ozolas acting as the key figure of the movement. Very soon it began to seek the country's independence. Eventually, Vytautas Landsbergis became the movement's leader. The supporters of Sąjūdis joined movement's groups all over Lithuania. On 23 August 1988 a large rally took place at the Vingis Park in Vilnius. It was attended by approx. 250,000 people. A year later, on 23 August 1989 commemorating the 50th anniversary of the Molotov-Ribbentrop Pact and aiming to draw the attention of the whole world to the occupation of the Baltic states, a political demonstration, the Baltic Way, was organized. The event, led by Sąjūdis, was a human chain spanning 600 kilometres (370 mi) across Vilnius, Riga and Tallinn, indicating the desire of the people of Lithuania, Latvia, and Estonia to break away from the Soviet Union.
==== 1990–present ====
On 11 March 1990, the Supreme Council announced the restoration of Lithuania's independence. Lithuania became the first Soviet-occupied state to announce the restitution of independence. On 20 April 1990, the Soviets imposed an economic blockade by ceasing to deliver supplies of raw materials (primarily oil) to Lithuania. Not only the domestic industry, but also the population started feeling the lack of fuel, essential goods, and even hot water. Although the blockade lasted for 74 days, Lithuania did not renounce the declaration of independence.
Gradually, economic relations had been restored. However, tensions had peaked again in January 1991. At that time, attempts were made to carry out a coup using the Soviet Armed Forces, the Internal Army of the Ministry of Internal Affairs and the USSR Committee for State Security (KGB). Because of the poor economic situation in Lithuania, the forces in Moscow thought the coup d'état would receive strong public support.
People from all over Lithuania flooded to Vilnius to defend the Supreme Council of the Republic of Lithuania and independence. The coup ended with a few casualties of peaceful civilians and caused huge material loss. Not a single person who defended Lithuanian Parliament or other state institutions used a weapon, but the Soviet Army did, killing 14 people and injured hundreds. A large part of the Lithuanian population participated in the January Events. Shortly after, on 11 February 1991, the Icelandic parliament voted to confirm that Iceland's 1922 recognition of Lithuanian independence was still in full effect, as it never formally recognized the Soviet Union's control over Lithuania, and that full diplomatic relations should be established as soon as possible.On 31 July 1991, Soviet paramilitaries killed seven Lithuanian border guards on the Belarusian border in what became known as the Medininkai Massacre. On 17 September 1991, Lithuania was admitted to the United Nations.
On 25 October 1992, the citizens of Lithuania voted in a referendum to adopt the current constitution. On 14 February 1993, during the direct general elections, Algirdas Brazauskas became the first president after the restoration of independence of Lithuania. On 31 August 1993 the last units of the Soviet Army left the territory of Lithuania.On 31 May 2001, Lithuania joined the World Trade Organization (WTO). Since 29 March 2004, Lithuania has been part of NATO. On 1 May 2004, it became a fully-fledged member of the European Union, and a member of the Schengen Agreement on 21 December 2007. On 1 January 2015, Lithuania joined the eurozone and adopted the European Union's single currency as the last of the Baltic states. On 4 July 2018, Lithuania officially joined OECD.Dalia Grybauskaitė was the first female President of Lithuania (2009–2019) and the first president to be re-elected for a second consecutive term.On 24 February 2022, Lithuania declared a state of emergency in response to the 2022 Russian invasion of Ukraine. Together with the eight other NATO member states, the country also invoked NATO Article 4 to hold consultations on security.
== Geography ==
Lithuania is located in the Baltic region of Europe and covers an area of 65,300 km2 (25,200 sq mi). It lies between latitudes 53° and 57° N, and mostly between longitudes 21° and 27° E (part of the Curonian Spit lies west of 21°). It has around 99 kilometres (61.5 mi) of sandy coastline, only about 38 kilometres (24 mi) of which face the open Baltic Sea, less than the other two Baltic states. The rest of the coast is sheltered by the Curonian sand peninsula. Lithuania's major warm-water port, Klaipėda, lies at the narrow mouth of the Curonian Lagoon (Lithuanian: Kuršių marios), a shallow lagoon extending south to Kaliningrad. The country's main and largest river, the Nemunas River, and some of its tributaries carry international shipping.
Lithuania lies at the edge of the North European Plain. Its landscape was smoothed by the glaciers of the last ice age, and is a combination of moderate lowlands and highlands. Its highest point is Aukštojas Hill at 294 metres (965 ft) in the eastern part of the country. The terrain features numerous lakes (Lake Vištytis, for example) and wetlands, and a mixed forest zone covers over 33% of the country. Drūkšiai is the largest, Tauragnas is the deepest and Asveja is the longest lake in Lithuania.
After a re-estimation of the boundaries of the continent of Europe in 1989, Jean-George Affholder, a scientist at the Institut Géographique National (French National Geographic Institute), determined that the geographic centre of Europe was in Lithuania, at 54°54′N 25°19′E, 26 kilometres (16 mi) north of Lithuania's capital city of Vilnius. Affholder accomplished this by calculating the centre of gravity of the geometrical figure of Europe.
=== Climate ===
Lithuania has a temperate climate with both maritime and continental influences. It is defined as humid continental (Dfb) under the Köppen climate classification (but is close to oceanic in a narrow coastal zone).
Average temperatures on the coast are −2.5 °C (27.5 °F) in January and 16 °C (61 °F) in July. In Vilnius the average temperatures are −6 °C (21 °F) in January and 17 °C (63 °F) in July. During the summer, 20 °C (68 °F) is common during the day while 14 °C (57 °F) is common at night; in the past, temperatures have reached as high as 30 or 35 °C (86 or 95 °F). Some winters can be very cold. −20 °C (−4 °F) occurs almost every winter. Winter extremes are −34 °C (−29 °F) in coastal areas and −43 °C (−45 °F) in the east of Lithuania.
The average annual precipitation is 800 mm (31.5 in) on the coast, 900 mm (35.4 in) in the Samogitia highlands and 600 mm (23.6 in) in the eastern part of the country. Snow occurs every year, it can snow from October to April. In some years sleet can fall in September or May. The growing season lasts 202 days in the western part of the country and 169 days in the eastern part. Severe storms are rare in the eastern part of Lithuania but common in the coastal areas.
The longest records of measured temperature in the Baltic area cover about 250 years. The data show warm periods during the latter half of the 18th century, and that the 19th century was a relatively cool period. An early 20th-century warming culminated in the 1930s, followed by a smaller cooling that lasted until the 1960s. A warming trend has persisted since then.Lithuania experienced a drought in 2002, causing forest and peat bog fires.
=== Environment ===
After the restoration of Lithuania's independence in 1990, the Aplinkos apsaugos įstatymas (Environmental Protection Act) was adopted already in 1992. The law provided the foundations for regulating social relations in the field of environmental protection, established the basic rights and obligations of legal and natural persons in preserving the biodiversity inherent in Lithuania, ecological systems and the landscape. Lithuania agreed to cut carbon emissions by at least 20% of 1990 levels by 2020 and by at least 40% by 2030, together with all European Union members. Also, by 2020 at least 20% (27% by 2030) of the country's total energy consumption should be from the renewable energy sources. In 2016, Lithuania introduced especially effective container deposit legislation, which resulted in collecting 92% of all packagings in 2017.Lithuania does not have high mountains and its landscape is dominated by blooming meadows, dense forests and fertile fields of cereals. However it stands out by the abundance of hillforts, which previously had castles where the ancient Lithuanians burned altars for pagan gods. Lithuania is a particularly watered region with more than 3,000 lakes, mostly in the northeast. The country is also drained by numerous rivers, most notably the longest Nemunas. Lithuania is home to two terrestrial ecoregions: Central European mixed forests and Sarmatic mixed forests.Forest has long been one of the most important natural resources in Lithuania. Forests occupy one third of the country's territory and timber-related industrial production accounts for almost 11% industrial production in the country. Lithuania has five national parks, 30 regional parks, 402 nature reserves, 668 state-protected natural heritage objects.In 2018 Lithuania was ranked fifth, second to Sweden (first 3 places were not granted) in the Climate Change Performance Index (CCPI). It had a 2019 Forest Landscape Integrity Index mean score of 1.62/10, ranking it 162nd globally out of 172 countries.
=== Biodiversity ===
Lithuanian ecosystems include natural and semi-natural (forests, bogs, wetlands and meadows), and anthropogenic (agrarian and urban) ecosystems. Among natural ecosystems, forests are particularly important to Lithuania, covering 33% of the country's territory. Wetlands (raised bogs, fens, transitional mires, etc.) cover 7.9% of the country, with 70% of wetlands having been lost due to drainage and peat extraction between 1960 and 1980. Changes in wetland plant communities resulted in the replacement of moss and grass communities by trees and shrubs, and fens not directly affected by land reclamation have become drier as a result of a drop in the water table. There are 29,000 rivers with a total length of 64,000 km in Lithuania, the Nemunas River basin occupying 74% of the territory of the country. Due to the construction of dams, approximately 70% of spawning sites of potential catadromous fish species have disappeared. In some cases, river and lake ecosystems continue to be impacted by anthropogenic eutrophication.Agricultural land comprises 54% of Lithuania's territory (roughly 70% of that is arable land and 30% meadows and pastures), approximately 400,000 ha of agricultural land is not farmed, and acts as an ecological niche for weeds and invasive plant species. Habitat deterioration is occurring in regions with very productive and expensive lands as crop areas are expanded. Currently, 18.9% of all plant species, including 1.87% of all known fungi species and 31% of all known species of lichens, are listed in the Lithuanian Red Data Book. The list also contains 8% of all fish species.The wildlife populations have rebounded as the hunting became more restricted and urbanization allowed replanting forests (forests already tripled in size since their lows). Currently, Lithuania has approximately 250,000 larger wild animals or 5 per each square kilometre. The most prolific large wild animal in every part of Lithuania is the roe deer, with 120,000 of them. They are followed by boars (55,000). Other ungulates are the deer (~22,000), fallow-deer (~21,000) and the largest one: moose (~7,000). Among the Lithuanian predators, foxes are the most common (~27,000). Wolves are, however, more ingrained into the mythology as there are just 800 in Lithuania. Even rarer are the lynxes (~200). The large animals mentioned above exclude the rabbit, ~200,000 of which may live in the Lithuanian forests.
== Government and politics ==
=== Government ===
Since Lithuania declared the restoration of its independence on 11 March 1990, it has maintained strong democratic traditions. It held its first independent general elections on 25 October 1992, in which 56.75% of voters supported the new constitution. There were intense debates concerning the constitution, particularly the role of the president. A separate referendum was held on 23 May 1992 to gauge public opinion on the matter, and 41% of voters supported the restoration of the President of Lithuania. Through compromise, a semi-presidential system was agreed on.
The Lithuanian head of state is the president, directly elected for a five-year term and serving a maximum of two terms. The president oversees foreign affairs and national security, and is the commander-in-chief of the military. The president also appoints the prime minister and, on the latter's nomination, the rest of the cabinet, as well as a number of other top civil servants and the judges for all courts except the Constitutional Court. The current Lithuanian head of state, Gitanas Nausėda was elected on 26 May 2019 by unanimously winning in all municipalities of Lithuania on the second election tour.The judges of the Constitutional Court (Konstitucinis Teismas) serve nine-year terms. The court is renewed by a third every three years. The judges are appointed by the Seimas, on the nomination of the President, Chairman of the Seimas, and the Chairman of the Supreme Court,. The unicameral Lithuanian parliament, the Seimas, has 141 members who are elected to four-year terms. 71 of the members of its members are elected in single-member constituencies, and the others in a nationwide vote by proportional representation. A party must receive at least 5% of the national vote to be eligible for any of the 70 national seats in the Seimas.
=== Political parties and elections ===
Lithuania was one of the first countries in the world to grant women a right to vote in the elections. Lithuanian women were allowed to vote by the 1918 Constitution of Lithuania and used their newly granted right for the first time in 1919. By doing so, Lithuania allowed it earlier than such democratic countries as the United States (1920), France (1945), Greece (1952), Switzerland (1971).Lithuania exhibits a fragmented multi-party system, with a number of small parties in which coalition governments are common. Ordinary elections to the Seimas take place on the second Sunday of October every four years. To be eligible for election, candidates must be at least 25 years old on the election day, not under allegiance to a foreign state and permanently reside in Lithuania. Persons serving or due to serve a sentence imposed by the court 65 days before the election are not eligible. Also, judges, citizens performing military service, and servicemen of professional military service and officials of statutory institutions and establishments may not stand for election. Homeland Union – Lithuanian Christian Democrats won the 2020 Lithuanian parliamentary elections and gained 50 of 141 seats in the parliament. In October 2020, the prime ministerial candidate of Homeland Union-Lithuanian Christian Democrats (TS-LKD) Ingrida Šimonytė formed a centre-right coalition with two liberal parties.
The President of Lithuania is the head of state of the country, elected to a five-year term in a majority vote. Elections take place on the last Sunday no more than two months before the end of current presidential term. To be eligible for election, candidates must be at least 40 years old on the election day and reside in Lithuania for at least three years, in addition to satisfying the eligibility criteria for a member of the parliament. Same President may serve for not more than two terms. Gitanas Nausėda has won the most recent election as an independent candidate in 2019.Each municipality in Lithuania is governed by a municipal council and a mayor, who is a member of the municipal council. The number of members, elected on a four-year term, in each municipal council depends on the size of the municipality and varies from 15 (in municipalities with fewer than 5,000 residents) to 51 (in municipalities with more than 500,000 residents). 1,524 municipal council members were elected in 2015. Members of the council, with the exception of the mayor, are elected using proportional representation. Starting with 2015, the mayor is elected directly by the majority of residents of the municipality. Social Democratic Party of Lithuania won most of the positions in the 2015 elections (372 municipal councils seats and 16 mayors).As of 2019, the number of seats in the European Parliament allocated to Lithuania was 11. Ordinary elections take place on a Sunday on the same day as in other EU countries. The vote is open to all citizens of Lithuania, as well as citizens of other EU countries that permanently reside in Lithuania, who are at least 18 years old on the election day. To be eligible for election, candidates must be at least 21 years old on the election day, a citizen of Lithuania or a citizen of another EU country permanently residing in Lithuania. Candidates are not allowed to stand for election in more than one country. Persons serving or due to serve a sentence imposed by the court 65 days before the election are not eligible. Also, judges, citizens performing military service, and servicemen of professional military service and officials of statutory institutions and establishments may not stand for election. Six political parties and one committee representatives gained seats in the 2019 elections.
=== Law and law enforcement ===
The first attempt to codify the Lithuanian laws was in 1468 when the Casimir's Code was compiled and adopted by Grand Duke Casimir IV Jagiellon. In the 16th century three editions of the Statutes of Lithuania were created with the First Statute being adopted in 1529, the Second Statute in 1566, and the Third Statute in 1588. On 3 May 1791, the Europe's first and the world's second Constitution was adopted by the Great Sejm. The Third Statute was partly in force in the territory of Lithuania even until 1840, despite the Third Partition of the Polish–Lithuanian Commonwealth in 1795.In 1934–1935, Lithuania held the first mass trial of the Nazis in Europe, the convicted were sentenced to imprisonment in a heavy labor prison and capital punishments.After regaining of independence in 1990, the largely modified Soviet legal codes were in force for about a decade. The current Constitution of Lithuania was adopted on 25 October 1992. In 2001, the Civil Code of Lithuania was passed in Seimas. It was succeeded by the Criminal Code and Criminal Procedure Code in 2003. The approach to the criminal law is inquisitorial, as opposed to adversarial; it is generally characterised by an insistence on formality and rationalisation, as opposed to practicality and informality. Normative legal act enters into force on the next day after its publication in the Teisės aktų registras, unless it has a later entry into force date.The European Union law is an integral part of the Lithuanian legal system since 1 May 2004.Lithuania, after breaking away from the Soviet Union, had a difficult crime situation, however, the Lithuanian law enforcement agencies fought crime over the years, making Lithuania a reasonably safe country. Crime in Lithuania has been declining rapidly. Law enforcement in Lithuania is primarily the responsibility of local Lietuvos policija (Lithuanian Police) commissariats. They are supplemented by the Lietuvos policijos antiteroristinių operacijų rinktinė Aras (Anti-Terrorist Operations Team of the Lithuanian Police Aras), Lietuvos kriminalinės policijos biuras (Lithuanian Criminal Police Bureau), Lietuvos policijos kriminalistinių tyrimų centras (Lithuanian Police Forensic Research Center) and Lietuvos kelių policijos tarnyba (Lithuanian Road Police Service).
In 2017, there were 63,846 crimes registered in Lithuania. Of these, thefts comprised a large part with 19,630 cases (13.2% less than in 2016). While 2,835 crimes were serious and very serious (crimes that may lead to more than six years imprisonment), which is 14.5% less than in 2016. In total, 129 homicides or attempted homicide occurred (19.9% less than in 2016), while serious bodily harm was registered 178 times (17.6% less than in 2016). Another problematic crime contraband cases also decreased by 27.2% from 2016 numbers. Meanwhile, crimes in electronic data and information technology security fields noticeably increased by 26.6%. In the 2013 Special Eurobarometer, 29% of Lithuanians said that corruption affects their daily lives (EU average 26%). Moreover, 95% of Lithuanians regarded corruption as widespread in their country (EU average 76%), and 88% agreed that bribery and the use of connections is often the easiest way of obtaining certain public services (EU average 73%). Though, according to local branch of Transparency International, corruption levels have been decreasing over the past decade.Capital punishment in Lithuania was suspended in 1996 and eliminated in 1998. Lithuania has the highest number of prison inmates in the EU. According to scientist Gintautas Sakalauskas, this is not because of a high criminality rate in the country, but due to Lithuania's high repression level and the lack of trust of the convicted, who are frequently sentenced to imprisonment.
=== Administrative divisions ===
The current system of administrative division was established in 1994 and modified in 2000 to meet the requirements of the European Union. The country's 10 counties (Lithuanian: singular – apskritis, plural – apskritys) are subdivided into 60 municipalities (Lithuanian: singular – savivaldybė, plural – savivaldybės), and further divided into 500 elderships (Lithuanian: singular – seniūnija, plural – seniūnijos).
Municipalities have been the most important unit of administration in Lithuania since the system of county governorship (apskrities viršininkas) was dissolved in 2010. Some municipalities are historically called "district municipalities" (often shortened to "district"), while others are called "city municipalities" (sometimes shortened to "city"). Each has its own elected government. The election of municipality councils originally occurred every three years, but now takes place every four years. The council appoints elders to govern the elderships. Mayors have been directly elected since 2015; prior to that, they were appointed by the council.Elderships, numbering over 500, are the smallest administrative units and do not play a role in national politics. They provide necessary local public services—for example, registering births and deaths in rural areas. They are most active in the social sector, identifying needy individuals or families and organizing and distributing welfare and other forms of relief. Some citizens feel that elderships have no real power and receive too little attention, and that they could otherwise become a source of local initiative for addressing rural problems.
=== Foreign relations ===
Lithuania became a member of the United Nations on 18 September 1991, and is a signatory to a number of its organizations and other international agreements. It is also a member of the European Union, the Council of Europe, Organization for Security and Cooperation in Europe, as well as NATO and its adjunct North Atlantic Coordinating Council. Lithuania gained membership in the World Trade Organization on 31 May 2001, and joined the OECD on 5 July 2018, while also seeking membership in other Western organizations.
Lithuania has established diplomatic relations with 149 countries.In 2011, Lithuania hosted the Organization for Security and Co-operation in Europe Ministerial Council Meeting. During the second half of 2013, Lithuania assumed the role of the presidency of the European Union.
Lithuania is also active in developing cooperation among northern European countries. It is a member of the interparliamentary Baltic Assembly, the intergovernmental Baltic Council of Ministers and the Council of the Baltic Sea States.
Lithuania also cooperates with Nordic and the two other Baltic countries through the Nordic-Baltic Eight format. A similar format, NB6, unites Nordic and Baltic members of EU. NB6's focus is to discuss and agree on positions before presenting them to the Council of the European Union and at the meetings of EU foreign affairs ministers.
The Council of the Baltic Sea States (CBSS) was established in Copenhagen in 1992 as an informal regional political forum. Its main aim is to promote integration and to close contacts between the region's countries. The members of CBSS are Iceland, Sweden, Denmark, Norway, Finland, Germany, Lithuania, Latvia, Estonia, Poland, Russia, and the European Commission. Its observer states are Belarus, France, Italy, Netherlands, Romania, Slovakia, Spain, the United States, the United Kingdom, and Ukraine.
The Nordic Council of Ministers and Lithuania engage in political cooperation to attain mutual goals and to determine new trends and possibilities for joint cooperation. The council's information office aims to disseminate Nordic concepts and to demonstrate and promote Nordic cooperation.
Lithuania, together with the five Nordic countries and the two other Baltic countries, is a member of the Nordic Investment Bank (NIB) and cooperates in its NORDPLUS programme, which is committed to education.
The Baltic Development Forum (BDF) is an independent nonprofit organization that unites large companies, cities, business associations and institutions in the Baltic Sea region. In 2010 the BDF's 12th summit was held in Vilnius.Poland was highly supportive of Lithuanian independence, despite Lithuania's discriminatory treatment of its Polish minority. The former Solidarity leader and Polish President Lech Wałęsa criticised the government of Lithuania over discrimination against the Polish minority and rejected Lithuania's Order of Vytautas the Great. Lithuania maintains greatly warm mutual relations with Georgia and strongly supports its European Union and NATO aspirations. During the Russo-Georgian War in 2008, when the Russian troops were occupying the territory of Georgia and approaching towards the Georgian capital Tbilisi, President Valdas Adamkus, together with the Polish and Ukrainian presidents, went to Tbilisi by answering to the Georgians request of the international assistance. Shortly, Lithuanians and the Lithuanian Catholic Church also began collecting financial support for the war victims.In 2004–2009, Dalia Grybauskaitė served as European Commissioner for Financial Programming and the Budget within the José Manuel Barroso-led Commission.In 2013, Lithuania was elected to the United Nations Security Council for a two-year term, becoming the first Baltic country elected to this post. During its membership, Lithuania actively supported Ukraine and often condemned Russia for the war in Ukraine, immediately earning vast Ukrainians esteem. As the war in Donbas progressed, President Dalia Grybauskaitė has compared the Russian President Vladimir Putin to Josef Stalin and to Adolf Hitler, she has also called Russia a "terrorist state".
In 2018 Lithuania, along with Latvia and Estonia were awarded the Peace of Westphalia Prize – for their exceptional model of democratic development and contribution to peace in the continent. In 2019 Lithuania condemned the Turkish offensive into north-eastern Syria. In December 2021, Lithuania reported that in an escalation of the diplomatic spat with China over its relations with Taiwan, China had stopped all imports from Lithuania.The 2023 NATO summit was held in the Lithuanian capital Vilnius.
=== Military ===
The Lithuanian Armed Forces is the name for the unified armed forces of Lithuanian Land Force, Lithuanian Air Force, Lithuanian Naval Force, Lithuanian Special Operations Force and other units: Logistics Command, Training and Doctrine Command, Headquarters Battalion, Military Police. Directly subordinated to the Chief of Defence are the Special Operations Forces and Military Police. The Reserve Forces are under command of the Lithuanian National Defence Volunteer Forces.
The Lithuanian Armed Forces consist of some 20,000 active personnel, which may be supported by reserve forces. Compulsory conscription ended in 2008 but was reintroduced in 2015. The Lithuanian Armed Forces currently have deployed personnel on international missions in Afghanistan, Kosovo, Mali and Somalia.Lithuania became a full member of NATO in March 2004. Fighter jets of NATO members are deployed in Šiauliai Air Base and provide safety for the Baltic airspace.
Since the summer of 2005, Lithuania has been part of the International Security Assistance Force in Afghanistan (ISAF), leading a Provincial Reconstruction Team (PRT) in the town of Chaghcharan in the province of Ghor. The PRT includes personnel from Denmark, Iceland and the US. There are also special operation forces units in Afghanistan, placed in Kandahar Province. Since joining international operations in 1994, Lithuania has lost two soldiers: Lt. Normundas Valteris fell in Bosnia, as his patrol vehicle drove over a mine. Sgt. Arūnas Jarmalavičius was fatally wounded during an attack on the camp of his Provincial Reconstruction Team in Afghanistan.The Lithuanian National Defence Policy aims to guarantee the preservation of the independence and sovereignty of the state, the integrity of its land, territorial waters and airspace, and its constitutional order. Its main strategic goals are to defend the country's interests, and to maintain and expand the capabilities of its armed forces so they may contribute to and participate in the missions of NATO and European Union member states.The defense ministry is responsible for combat forces, search and rescue, and intelligence operations. The 5,000 border guards fall under the Interior Ministry's supervision and are responsible for border protection, passport and customs duties, and share responsibility with the navy for smuggling and drug trafficking interdiction. A special security department handles VIP protection and communications security. In 2015 National Cyber Security Centre of Lithuania was created. Paramilitary organisation Lithuanian Riflemen's Union acts as a civilian self-defence institution.
According to NATO, in 2020, Lithuania allocated 2.13% of its GDP to the national defense. For a long time, especially after the global financial crisis in 2008, Lithuania lagged behind NATO allies in terms of defence spending. However, in recent years it has begun to rapidly increase the funding, exceeding the NATO guideline of 2% in 2019.
Lithuania's president Gitanas Nausėda called for more NATO troops on 22 April 2022, saying NATO should increase its deployment of troops in Lithuania and elsewhere on Europe's eastern flank following Russia's invasion of Ukraine, during a meeting in Vilnius.
== Economy ==
Lithuania has an open and mixed economy that is classified as high-income economy by the World Bank.
According to data from 2017, the three largest sectors in Lithuanian economy are – services (67.2% of GDP), industry (29.4%) and agriculture (3.5%). World Economic Forum's Global Competitiveness Report ranks Lithuania 41st (of 137 ranked countries).
Lithuania joined NATO in 2004, EU in 2004, Schengen in 2007 and OECD in 2018.On 1 January 2015, the euro became the national currency, replacing litas at the rate of EUR 1.00 = LTL 3.45280.Agricultural products and food comprise 18.3% of exports; other major sectors include chemical products and plastics (17.8%), machinery and appliances (15.8%), mineral products (14.7%), wood and furniture (12.5%). According to data from 2016, more than half of all Lithuanian exports go to 7 countries including Russia (14%), Latvia (9.9%), Poland (9.1%), Germany (7.7%), Estonia (5.3%), Sweden (4.8%) and United Kingdom (4.3%). Exports equaled 81.31 percent of Lithuania's GDP in 2017.Lithuanian GDP experienced very high real growth rates for decade up to 2009, peaking at 11.1% in 2007. As a result, the country was often termed as a Baltic Tiger. However, in 2009 due to a global financial crisis marked experienced a drastic decline – GDP contracted by 14.9% and unemployment rate reached 17.8% in 2010. After the decline of 2009, Lithuanian annual economic growth has been much slower compared to pre-2009 years. According to IMF, financial conditions are conducive to growth and financial soundness indicators remain strong. The public debt ratio in 2016 fell to 40 percent of GDP, to compare with 42.7 in 2015 (before global finance crisis – 15 percent of GDP in 2008).
On average, more than 95% of all foreign direct investment in Lithuania comes from European Union countries. Sweden is historically the largest investor with 20% – 30% of all FDI in Lithuania. FDI into Lithuania spiked in 2017, reaching its highest ever recorded number of greenfield investment projects. In 2017, Lithuania was third country, after Ireland and Singapore by the average job value of investment projects.
The US was the leading source country in 2017, 24.59% of total FDI. Next up are Germany and the UK, each representing 11.48% of total project numbers. Based on the Eurostat's data, in 2017, the value of Lithuanian exports recorded the most rapid growth not only in the Baltic countries, but also across Europe, which was 16.9 per cent.In the period between 2004 and 2016, one out of five Lithuanians emigrated, primarily due to insufficient income for residents; secondarily seeking to study abroad. Long term emigration and economy growth has resulted in a noticeable shortage in the labor market and growth in salaries being larger than growth in labor efficiency. Unemployment rate in 2017 was 8.1%.
As of 2021, Lithuanian median wealth per adult was $28,400 (mean was $63,500), while the total national wealth was $138 billion. As of 2023 Q2, the average monthly gross salary in Lithuania was €2,000. Although, cost of living in the country also is sufficiently less with the price level for household final consumption expenditure (HFCE) – 63, being 39% lower than EU average – 102 in 2016.Lithuania has a flat tax rate rather than a progressive scheme. According to Eurostat, the personal income tax (15%) and corporate tax (15%) rates in Lithuania are among the lowest in the EU. The country has the lowest implicit rate of tax on capital (9.8%) in the EU. Corporate tax rate in Lithuania is 15% and 5% for small businesses. 7 Free Economic Zones are operating in Lithuania.Information technology production is growing in the country, reaching €1.9 billion in 2016. In 2017 only, 35
FinTech companies came to Lithuania – a result of Lithuanian government and Bank of Lithuania simplified procedures for obtaining licences for the activities of e-money and payment institutions. Europe's first international Blockchain Centre launched in Vilnius in 2018. Lithuania has granted a total of 39 e-money licenses, second in the EU only to the U.K. with 128 licenses. In 2018 Google set up a payment company in Lithuania.
=== Companies ===
Largest companies of Lithuania in 2021, by revenue:
=== Agriculture ===
Agriculture in Lithuania dates to the Neolithic period, about 3,000 to 1,000 BC. It has been one of Lithuania's most important occupations for many centuries. Lithuania's accession to the European Union in 2004 ushered in a new agricultural era. The EU pursues a very high standard of food safety and purity. In 1999, the Seimas (parliament) of Lithuania adopted a Law on Product Safety, and in 2000 it adopted a Law on Food. The reform of the agricultural market has been carried out on the basis of these two laws.
In 2016, agricultural production in Lithuania was €2.29 billion. Cereal crops occupied the largest part of it (5709.7 tons), other significant types include: sugar beets (933.9 tons), rapeseed (392.5 tons) and potatoes (340.2 tons). Products totaling €4,385.2 million were exported from Lithuania to foreign markets, of which products for €3,165.2 million were Lithuanian origin. Export of agricultural and food products accounted for 19.4% of all exports of goods from the country.Organic farming is constantly becoming more popular in Lithuania. The status of organic growers and producers in the country is granted by the public body Ekoagros. In 2016, there were 2539 such farms that occupied 225,541.78 hectares. Of these, 43.13% were cereals, 31.22% were perennial grasses, 13.9% were leguminous crops and 11.75% were others.
=== Science and technology ===
Foundation of the University of Vilnius in 1579 was a major factor of establishing local scientist community in Lithuania and making connections with other universities and scientists of Europe. Georg Forster, Jean-Emmanuel Gilibert, Johann Peter Frank and many other visiting scientists have worked at University of Vilnius.
Lithuanian bajoras and Grand Duchy of Lithuania artillery expert Kazimieras Simonavičius is a pioneer of rocketry, who has published Artis Magnae Artilleriae in 1650 that for over two centuries was used in Europe as a basic artillery manual and contains a large chapter on caliber, construction, production and properties of rockets (for military and civil purposes), including multistage rockets, batteries of rockets, and rockets with delta wing stabilizers. A botanist Jurgis Pabrėža (1771–1849), created first systematic guide of Lithuanian flora Taislius auguminis (Botany), written in Samogitian dialect, the Latin-Lithuanian dictionary of plant names, first Lithuanian textbook of geography. German scientist Theodor Grotthuss (1785–1822), who proposed the Grotthuss mechanism, lived and worked in the Gedučiai manor where he gained prominence amongst the locals for his effort in educating the peasants and improving their well-being.During the Interwar period humanitarian and social scientists emerged such as Vosylius Sezemanas, Levas Karsavinas, Mykolas Römeris.
Due to the World Wars, Lithuanian science and scientists suffered heavily from the occupants, however some of them reached a world-class achievements in their lifetime. Most notably, Antanas Gustaitis, Vytautas Andrius Graičiūnas, Marija Gimbutas, Birutė Galdikas, A. J. Kliorė, Algirdas Julien Greimas, medievalist Jurgis Baltrušaitis, Algirdas Antanas Avižienis.Jonas Kubilius, long-term rector of the University of Vilnius is known for works in Probabilistic number theory, Kubilius model, Theorem of Kubilius and Turán–Kubilius inequality bear his name. Jonas Kubilius successfully resisted attempts to Russify the University of Vilnius.Nowadays, the country is among moderate innovators group in the International Innovation Index.
and in the European Innovation Scoreboard ranked 15th among EU countries. Lithuania was ranked 39th in the Global Innovation Index in 2021Lasers and biotechnology are flagship fields of the Lithuanian science and high tech industry. Lithuanian "Šviesos konversija" (Light Conversion) has developed a femtosecond laser system that has 80% marketshare worldwide, and is used in DNA research, ophthalmological surgeries, nanotech industry and science. Vilnius University Laser Research Center has developed one of the most powerful femtosecond lasers in the world dedicated primarily to oncological diseases. In 1963, Vytautas Straižys and his coworkers created Vilnius photometric system that is used in astronomy. Noninvasive intracranial pressure and blood flow measuring devices were developed by KTU scientist A. Ragauskas. K.Pyragas contributed to Control of chaos with his way of delayed feedback control – Pyragas method. Kavli Prize laureate Virginijus Šikšnys is known for his discoveries in CRISPR field – invention of CRISPR-Cas9.Lithuania has launched three satellites to space: LitSat-1, Lituanica SAT-1 and LituanicaSAT-2. Lithuanian Museum of Ethnocosmology and Molėtai Astronomical Observatory is located in Kulionys. 15 R&D institutions are members of Lithuanian Space Association; Lithuania is a cooperating state with European Space Agency. Rimantas Stankevičius is the only ethnically Lithuanian astronaut.Lithuania in 2018 became Associated Member State of CERN. Two CERN incubators in Vilnius and Kaunas will be hosted.Most advanced scientific research in Lithuania is being conducted at the Life Sciences Center, Center For Physical Sciences and Technology.As of 2016 calculations, yearly growth of Lithuania's biotech and life science sector was 22% over the past 5 years. 16 academic institutions, 15 R&D centres (science parks and innovation valleys) and more than 370 manufacturers operate in the Lithuanian life science and biotech industry.In 2008 the Valley development programme was started aiming to upgrade Lithuanian scientific research infrastructure and encourage business and science cooperation. Five R&D Valleys were launched – Jūrinis (maritime technologies), Nemunas (agro, bioenergy, forestry), Saulėtekis (laser and light, semiconductor), Santara (biotechnology, medicine), Santaka (sustainable chemistry and pharmacy). Lithuanian Innovation Center is created to provide support for innovations and research institutions.
=== Tourism ===
Statistics from 2019 showed that 1.93 million tourists from foreign countries visited Lithuania and spent at least one night in the country. The largest number of tourists came from Germany (233,400), Poland (199,600), Russia (196,500), Belarus (181,000), Latvia (168,900), Ukraine (134,800), and the UK (83,100).
The total contribution of Travel & Tourism to country GDP was €2,005.5 million, 5.3% of GDP in 2016, and is forecast to rise by 7.3% in 2017, and to rise by 4.2% pa to €3,243.5 million, 6.7% of GDP in 2027. Hot air ballooning is very popular in Lithuania, especially in Vilnius and Trakai. Bicycle tourism is growing, especially in Lithuanian Seaside Cycle Route. EuroVelo routes EV10, EV11, EV13 go through Lithuania. Total length of bicycle tracks amounts to
3769 km (of which 1988 km is asphalt pavement).Nemunas Delta Regional Park and Žuvintas biosphere reserve are known for birdwatching.Domestic tourism has been on the rise as well. Currently there are up to 1000 places of attraction in Lithuania. Most tourists visit the big cities—Vilnius, Klaipėda, and Kaunas, seaside resorts, such as Neringa, Palanga, and Spa towns – Druskininkai, Birštonas.
== Infrastructure ==
=== Communication ===
Lithuania has a well developed communications infrastructure. The country has 2.8 million citizens and 5 million SIM cards. The largest LTE (4G) mobile network covers 97% of Lithuania's territory. Usage of fixed phone lines has been rapidly decreasing due to rapid expansion of mobile-cellular services.In 2017, Lithuania was top 30 in the world by average mobile broadband speeds and top 20 by average fixed broadband speeds.
Lithuania was also top 7 in 2017 in the List of countries by 4G LTE penetration. In 2016, Lithuania was ranked 17th in United Nations' e-participation index.There are four TIER III datacenters in Lithuania.
Lithuania is 44th globally ranked country on data center density according to Cloudscene.Long-term project (2005–2013) – Development of Rural Areas Broadband Network (RAIN) was started with the objective to provide residents, state and municipal authorities and businesses with fibre-optic broadband access in rural areas. RAIN infrastructure allows 51 communications operators to provide network services to their clients. The project was funded by the European Union and the Lithuanian government. 72% of Lithuanian households have access to internet, a number which in 2017 was among EU's lowest and in 2016 ranked 97th by CIA World Factbook. Number of households with internet access is expected to increase and reach 77% by 2021. Almost 50% of Lithuanians had smartphones in 2016, a number that is expected to increase to 65% by 2022.
Lithuania has the highest FTTH (Fiber to the home) penetration rate in Europe (36.8% in September 2016) according to FTTH Council Europe.
=== Transport ===
Lithuania received its first railway connection in the middle of the 19th century, when the Warsaw – Saint Petersburg Railway was constructed. It included a stretch from Daugavpils via Vilnius and Kaunas to Virbalis. The first and only still operating tunnel was completed in 1860.
Rail transport in Lithuania consists of 1,762 km (1,095 mi) of 1,520 mm (4 ft 11.8 in) Russian gauge railway of which 122 km (76 mi) are electrified. This railway network is incompatible with European standard gauge and requires train switching. However, Lithuanian railway network also has 115 km (71 mi) of standard gauge lines. More than half of all inland freight transported in Lithuania is carried by rail. The Trans-European standard gauge Rail Baltica railway, linking Helsinki–Tallinn–Riga–Kaunas–Warsaw and continuing on to Berlin is under construction. In 2017, Lietuvos Geležinkeliai, a company that operates most railway lines in Lithuania, received EU penalty for breaching EU's antitrust laws and restricting competition.Transportation is the third largest sector in Lithuanian economy. Lithuanian transport companies drew attention in 2016 and 2017 with huge and record-breaking orders of trucks. Almost 90% of commercial truck traffic in Lithuania is international transports, the highest of any EU country.Lithuania has an extensive network of motorways. WEF grades Lithuanian roads at 4.7 / 7.0 and Lithuanian road authority (LAKD) at 6.5 / 10.0.The Port of Klaipėda is the only commercial cargo port in Lithuania. In 2011 45.5 million tons of cargo were handled (including Būtingė oil terminal figures) Port of Klaipėda is outside of EU's 20 largest ports, but it is the eighth largest port in the Baltic Sea region with ongoing expansion plans.As of 2022, the LIWA (Lithuanian Inland Waterways Authority, Vidaus vandens keliu direkcija in Lithuanian) is developing a strategy to resurrect cargo shipping on the Nemunas. Its fleet of electric ships will travel 260 km between the port of Klaipda on the Baltic Sea coast and the industrial and transportation centre of Kaunas. The project is anticipated to need a €75.7 million initial investment in total. and estimated to eliminate 48 000 truck trips annually. Vilnius International Airport is the largest airport in Lithuania, 91st busiest airport in Europe (EU's 100 largest airports). It served 3.8 million passengers in 2016. Other international airports include Kaunas International Airport, Palanga International Airport and Šiauliai International Airport. Kaunas International Airport is also a small commercial cargo airport which started regular commercial cargo traffic in 2011. The inland river cargo port in Marvelė, linking Kaunas and Klaipėda, received first cargo in 2019.
=== Water supply and sanitation ===
Lithuania has one of the largest fresh water supplies, compared with other countries in Europe. Lithuania and Denmark are the only countries in Europe, which are fully equipped with fresh groundwater. Lithuanians consume about 0.5 million cubic metres of water per day, which is only 12–14 percent of all explored fresh groundwater resources. Water quality in the country is very high and is determined by the fact that drinking water comes from deep layers that are protected from pollution on the surface of the earth. Drilling depth usually reaches 30–50 metres, but in Klaipėda Region it even reaches 250 metres. Consequently, Lithuania is one of very few European countries where groundwater is used for centralized water supply. With a large underground fresh water reserves, Lithuania exports mineral-rich water to other countries. Approved mineral water quantity is about 2.7 million cubic metres per year, while production is only 4–5 percent of all mineral water resources.Vilnius is the only Baltic capital that uses centralized water supplying from deep water springs, which are protected from pollution and has no nitrates or nitrites that are harmful to the human body. Water is cleaned without chemicals in Lithuania. About 20% of the consumed water in the state is a non-filtered very high quality water.
=== Energy ===
Systematic diversification of energy imports and resources is Lithuania's key energy strategy. Long-term aims were defined in National Energy Independence strategy in 2012 by Lietuvos Seimas. It was estimated that strategic energy independence initiatives will cost €6.3–7.8 billion in total and provide annual savings of €0.9–1.1 billion.
After the decommissioning of the Ignalina Nuclear Power Plant, Lithuania turned from electricity exporter to electricity importer. Unit No. 1 was closed in December 2004, as a condition of Lithuania's entry into the European Union; Unit No. 2 was closed down on 31 December 2009. Proposals have been made to construct a new – Visaginas Nuclear Power Plant in Lithuania. However, a non-binding referendum held in October 2012 clouded the prospects for the Visaginas project, as 63% of voters said no to a new nuclear power plant.
The country's main primary source of electrical power is Elektrėnai Power Plant. Other primary sources of Lithuania's electrical power are Kruonis Pumped Storage Plant and Kaunas Hydroelectric Power Plant. Kruonis Pumped Storage Plant is the only in the Baltic states power plant to be used for regulation of the power system's operation with generating capacity of 900 MW for at least 12 hours. As of 2015, 66% of electrical power was imported. First geothermal heating plant (Klaipėda Geothermal Demonstration Plant) in the Baltic Sea region was built in 2004.
Lithuania–Sweden submarine electricity interconnection NordBalt and Lithuania–Poland electricity interconnection LitPol Link were launched at the end of 2015.In order to break down Gazprom's monopoly in natural gas market of Lithuania, first large scale LNG import terminal (Klaipėda LNG FSRU) in the Baltic region was built in port of Klaipėda in 2014. The Klaipėda LNG terminal was called Independence, thus emphasising the aim to diversify energy market of Lithuania. Norvegian company Equinor supplies 540 million cubic metres (19 billion cubic feet) of natural gas annually from 2015 until 2020. The terminal is able to meet the Lithuania's demand 100 percent, and Latvia's and Estonia's national demand 90 percent in the future.Gas Interconnection Poland–Lithuania (GIPL), also known as Lithuania–Poland pipeline, is a proposed natural gas pipeline interconnection between Lithuania and Poland that is expected to be finished by 2019. In 2018 synchronising the Baltic States' electricity grid with the Synchronous grid of Continental Europe has started.In 2016, 20.8% of electricity consumed in Lithuania came from renewable sources.
== Demographics ==
Since the Neolithic period, the demographics of Lithuania have stayed fairly homogenous. There is a high probability that the inhabitants of present-day Lithuania have similar genetic compositions to their ancestors, although without being actually isolated from them. The Lithuanian population appears to be relatively homogeneous, without apparent genetic differences among ethnic subgroups.A 2004 analysis of MtDNA in the Lithuanian population revealed that Lithuanians are genetically close to the Slavic and Finno-Ugric speaking populations of Northern and Eastern Europe. Y-chromosome SNP haplogroup analysis showed Lithuanians to be genetically closest to Latvians and Estonians.In 2021, the age structure of the population was as follows:
0–14 years, 14.86% (male 214,113/female 203,117)
15–64 years: 65.19% (male 896,400/female 934,467)
65 years and over: 19.95% (male 195,269/female 365,014).The median age in 2022 was 44 years (male: 41, female: 47).Lithuania has a sub-replacement fertility rate: the total fertility rate (TFR) in Lithuania was 1.34 children born per woman in 2021, and the mean age of women at childbirth was 30.3 years. The average age of first childbirth for women was 28.2 years. The human sex ratio is male leaning for the age categories 15–44, with 1.0352 males for every female. As of 2021, 25.6% of births were to unmarried women. The mean age at first marriage in 2021 was 28.3 years for women and 30.5 years for men.
=== Functional urban areas ===
=== Ethnic groups ===
Ethnic Lithuanians make up about five-sixths of the country's population. Furthermore, Lithuania has the most homogeneous population in the Baltic States. In 2015, the population of Lithuania was 2,921,262. 84.2% of that percentage are ethnic Lithuanians who speak Lithuanian, which is the official language of the country. Several sizeable minorities exist, such as Poles (6.6%), Russians (5.8%), Belarusians (1.2%) and Ukrainians (0.5%).Poles in Lithuania are the largest minority, concentrated in southeast Lithuania (the Vilnius region). Russians in Lithuania are the second largest minority, concentrated mostly in Vilnius (12%) and Klaipėda (19.6%), as well as Visaginas (52%). About 3,000 Roma live in Lithuania, mostly in Vilnius, Kaunas and Panevėžys; their organizations are supported by the National Minority and Emigration Department. For centuries, a small Tatar community has flourished in Lithuania.The official language is Lithuanian, but in some areas there is a significant presence of minority languages such as Polish, Russian, Belarusian and Ukrainian. The greatest presence of minorities and the use of these languages are in Šalčininkai District Municipality, Vilnius District Municipality and Visaginas Municipality. Yiddish is spoken by members of the tiny remaining Jewish community in Lithuania. The state laws guarantee education in minority languages and there are numerous publicly funded schools in the areas populated by minorities, with Polish as the language of instruction being the most widely available.According to the survey carried out within the framework of the Lithuanian census of 2021, 85.33% of the country's population speak Lithuanian as their native language, 6.8% are native speakers of Russian and 5.1% of Polish. As of 2021, 60.6% of residents speak Russian as a foreign language, 31.1% – English, 10.5% – Lithuanian, 8% – German, 7.9% – Polish, 1.9% – French, 2.6% – various others. Most Lithuanian schools teach English as the first foreign language, but students may also study German, or, in some schools, French or Russian. Around 80% of young people in Lithuania know English.
=== Urbanization ===
There has been a steady movement of population to the cities since the 1990s, encouraged by the planning of regional centres, such as Alytus, Marijampolė, Utena, Plungė, and Mažeikiai. By the early 21st century, about two-thirds of the total population lived in urban areas. As of 2021, 68.19% of the total population lives in urban areas. Lithuania's functional urban areas include Vilnius (population 708,203), Kaunas (population 391,153), and Panevėžys (population 124,526). The fDI of the Financial Times in their research Cities and Regions of the Future ranked Vilnius fourth in the mid-sized European cities category in the 2018–19 ranking, second in the 2022–23 ranking, second in 2023 ranking while the city claimed 24th spot in the worldwide overall ranking in 2021–22 and Vilnius county was ranked 10th in the small European regions category in 2018–19, fifth in 2022–23, fifth in 2023 rankings.
=== Health ===
Lithuania provides free state-funded healthcare to all citizens and registered long-term residents. It co-exists with a significant private healthcare sector. In 2003–2012, the network of hospitals was restructured, as part of wider healthcare service reforms. It started in 2003–2005 with the expansion of ambulatory services and primary care.
In 2016, Lithuania ranked 27th in Europe in the Euro health consumer index, a ranking of European healthcare systems based on waiting time, results and other indicators.
As of 2019 Lithuanian life expectancy at birth was 76.0 (71.2 years for males and 80.4 for females) and the infant mortality rate was 2.99 per 1,000 births. The annual population growth rate increased by 0.3% in 2007. Lithuania has seen a dramatic rise in suicides in the 1990s. The suicide rate has been constantly decreasing since, but it still remains the highest in the EU and the OECD. The suicide rate as of 2019 is 20.2 per 100,000 people. Suicide in Lithuania has been a subject of research, but the main reasons behind the high rate are thought to be both psychological and economic, including: social transformations and economic recessions, alcoholism, lack of tolerance in the society, bullying.By 2000 the vast majority of Lithuanian health care institutions were non-profit-making enterprises and a private sector developed, providing mostly outpatient services which are paid for out-of-pocket. The Ministry of Health also runs a few health care facilities and is involved in the running of the two major Lithuanian teaching hospitals. It is responsible for the State Public Health Centre which manages the public health network including ten county public health centres with their local branches. The ten counties run county hospitals and specialised health care facilities.There is Compulsory Health Insurance for the Lithuanian residents. There are 5 Territorial Health Insurance Funds, covering Vilnius, Kaunas, Klaipėda, Šiauliai and Panevėžys. Contributions for people who are economically active are 9% of income.Emergency medical services are provided free of charge to all residents. Access to the secondary and tertiary care, such as hospital treatment, is normally via referral by a general practitioner. Lithuania also has one of the lowest health care prices in Europe.
=== Religion ===
According to the 2021 census, 74.2% of residents of Lithuania were Catholics. Catholicism has been the main religion since the official Christianisation of Lithuania in 1387. The Catholic Church was persecuted by the Russian Empire as part of the Russification policies and by the Soviet Union as part of the overall anti-religious campaigns. During the Soviet era, some priests actively led the resistance against the Communist regime, as symbolised by the Hill of Crosses and exemplified by The Chronicle of the Catholic Church in Lithuania.
3.7% of the population are Eastern Orthodox, mainly among the Russian minority. The community of Old Believers (0.6% of population) dates back to the 1660s.
Protestants are 0.8%, of which 0.6% are Lutheran and 0.2% are Reformed. The Reformation did not impact Lithuania to a great extent as seen in East Prussia, Estonia, or Latvia. Before World War II, according to Losch (1932), the Lutherans were 3.3% of the total population. They were mainly Germans and Prussian Lithuanians in the Klaipėda Region (Memel territory). This population fled or was expelled after the war, and today Protestantism is mainly represented by ethnic Lithuanians throughout the northern and western parts of the country, as well as in large urban areas. Newly arriving evangelical churches have established missions in Lithuania since 1990.Hinduism is a minority religion and a fairly recent development in Lithuania. Hinduism is spread in Lithuania by Hindu organizations: ISKCON, Sathya Sai Baba, Brahma Kumaris and Osho Rajneesh. ISKCON (Lithuanian: Krišnos sąmonės judėjimas) is the largest and the oldest movement as the first Krishna followers date to 1979. It has three centres in Lithuania: in Vilnius, Klaipėda and Kaunas. Brahma Kumaris maintains the Centre Brahma Kumaris in Antakalnis, Vilnius.
The historical communities of Lipka Tatars maintain Islam as their religion. Lithuania was historically home to a significant Jewish community and was an important centre of Jewish scholarship and culture from the 18th century until the eve of World War II. Of the approximately 220,000 Jews who lived in Lithuania in June 1941, almost all were killed during the Holocaust. The Lithuanian Jewish community numbered about 4,000 at the end of 2009.Romuva, the neopagan revival of the ancient religious practices, has gained popularity over the years. Romuva claims to continue living pagan traditions, which survived in folklore and customs. Romuva is a polytheistic pagan faith, which asserts the sanctity of nature and has elements of ancestor worship. According to the 2001 census, there were 1,270 people of Baltic faith in Lithuania. That number jumped to 5,118 in the 2011 census.
=== Education ===
The Constitution of Lithuania mandates ten-year education ending at age 16 and guarantees a free public higher education for students deemed 'good'. The Ministry of Education and Science of the Republic of Lithuania proposes national educational policies and goals that are then voted for in the Seimas. Laws govern long-term educational strategy along with general laws on standards for higher education, vocational training, law and science, adult education, and special education. 5.4% of GDP or 15.4% of total public expenditure was spent for education in 2016.
According to the World Bank, the literacy rate among Lithuanians aged 15 years and older is 100%. School attendance rates are above the EU average and school leave is less common than in the EU. According to Eurostat Lithuania leads among other countries of the European Union in people with secondary education (93.3%). Based on OECD data, Lithuania is among the top 5 countries in the world in postsecondary (tertiary) education attainment. As of 2016, 54.9% of the population aged 25 to 34, and 30.7% of the population aged 55 to 64 had completed tertiary education. The share of tertiary-educated 25–64-year-olds in STEM (Science, technology, engineering, and mathematics) fields in Lithuania were above the OECD average (29% and 26% respectively), similarly to business, administration and law (25% and 23% respectively).Modern Lithuanian education system has multiple structural problems. Insufficient funding, quality issues, and decreasing student population are the most prevalent. Lithuanian teacher salaries are the lowest in the entire EU. Low teacher salaries was the primary reason behind national teacher strikes in 2014, 2015, and 2016. Salaries in the higher education sector are also low. Many Lithuanian professors have a second job to supplement their income. PISA report from 2010 found that Lithuanian results in math, science and reading were below OECD average. PISA report from 2015 reconfirmed these findings. The population ages 6 to 19 has decreased by 36% between 2005 and 2015. As a result, the student-teacher ratio is decreasing and expenditure per student is increasing, but schools, particularly in rural areas, are forced into reorganizations and consolidations. As with other Baltic nations, in particular Latvia, the large volume of higher education graduates within the country, coupled with the high rate of spoken second languages is contributing to an education brain drain.
As of 2008, there were 15 public and 6 private universities as well as 16 public and 11 private colleges in Lithuania (see: List of universities in Lithuania). Vilnius University is one of the oldest universities in Northern Europe and the largest university in Lithuania. Kaunas University of Technology is the largest technical university in the Baltic States and the second largest university in Lithuania. In an attempt to reduce costs and adapt to sharply decreasing number of high-school students, Lithuanian parliament decided to reduce the number of universities in Lithuania. In early 2018, Lithuanian University of Educational Sciences and Aleksandras Stulginskis University were merged into Vytautas Magnus University.
== Culture ==
=== Lithuanian language ===
The Lithuanian language (lietuvių kalba) is the official state language of Lithuania and is recognized as one of the official languages of the European Union. There are about 2.96 million native Lithuanian speakers in Lithuania and about 0.2 million abroad.
Lithuanian is a Baltic language, closely related to Latvian, although they are not mutually intelligible. It is written in an adapted version of the Roman script. Lithuanian is believed to be the linguistically most conservative living Indo-European tongue, retaining many features of Proto Indo-European. Lithuanian language studies are important for comparative linguistics and for reconstruction of Proto-Indo-European language. Lithuanian was studied by linguists such as Franz Bopp, August Schleicher, Adalbert Bezzenberger, Louis Hjelmslev, Ferdinand de Saussure, Winfred P. Lehmann, Vladimir Toporov and others.
There are two main dialects of the Lithuanian language: Aukštaitian dialect and Samogitian dialect. Aukštaitian dialect is mainly used in the central, southern and eastern parts of Lithuania while Samogitian dialect is used in the western part of the country. The Samogitian dialect also has many completely different words and is even considered a separate language by some linguists. Nowadays, the distinguishing feature between the two main Lithuanian dialects is the unequal pronunciation of accented and unaccented two-vowels uo and ie.The groundwork for written Lithuanian was laid in 16th and 17th centuries by Lithuanian noblemen and scholars, who promoted Lithuanian language, created dictionaries and published books – Mikalojus Daukša, Stanislovas Rapolionis, Abraomas Kulvietis, Jonas Bretkūnas, Martynas Mažvydas, Konstantinas Sirvydas, Simonas Vaišnoras-Varniškis.
The first grammar book of the Lithuanian language Grammatica Litvanica was published in Latin in 1653 by Danielius Kleinas.
Jonas Jablonskis' works and activities are especially important for the Lithuanian literature moving from the use of dialects to a standard Lithuanian language. The linguistic material which he collected was published in the 20 volumes of Academic Dictionary of Lithuanian and is still being used in research and in editing of texts and books. He also introduced the letter ū into Lithuanian writing.
=== Literature ===
There is a great deal of Lithuanian literature written in Latin, the main scholarly language of the Middle Ages. The edicts of the Lithuanian King Mindaugas are the prime example of the literature of this kind. The Letters of Gediminas are another crucial heritage of the Lithuanian Latin writings.
One of the first Lithuanian authors who wrote in Latin was Nicolaus Hussovianus (around 1480 – after 1533). His poem Carmen de statura, feritate ac venatione bisontis (A Song about the Appearance, Savagery and Hunting of the Bison), published in 1523, describes the Lithuanian landscape, way of life and customs, touches on some actual political problems, and reflects the clash of paganism and Christianity. A person under the pseudonym Michalo Lituanus (around 1490 – 1560) wrote a treatise De moribus tartarorum, lituanorum et moscorum (On the Customs of Tatars, Lithuanians and Muscovites) in the middle of the 16th century, but it was not published until 1615. An extraordinary figure in the cultural life of Lithuania in the 16th century was the lawyer and poet of Spanish origin Petrus Roysius Maurus Alcagnicensis (around 1505 – 1571). The publicist, lawyer, and mayor of Vilnius, Augustinus Rotundus (around 1520–1582) wrote a no longer existent history of Lithuania in Latin around the year 1560. loannes Radvanus, a humanist poet of the second half of the 16th century, wrote an epic poem imitating the Aeneid of Vergil. His Radivilias, intended to become the Lithuanian national epic, was published in Vilnius in 1588.17th century Lithuanian scholars also wrote in Latin – Kazimieras Kojelavičius-Vijūkas, Žygimantas Liauksminas are known for their Latin writings in theology, rhetorics and music. Albertas Kojalavičius-Vijūkas wrote first printed Lithuanian history Historia Lithuania.
Lithuanian literary works in the Lithuanian language started being first published in the 16th century. In 1547 Martynas Mažvydas compiled and published the first printed Lithuanian book Katekizmo prasti žodžiai (The Simple Words of Catechism), which marks the beginning of literature, printed in Lithuanian. He was followed by Mikalojus Daukša with Katechizmas. In the 16th and 17th centuries, as in the whole Christian Europe, Lithuanian literature was primarily religious.
The evolution of the old (14th–18th century) Lithuanian literature ends with Kristijonas Donelaitis, one of the most prominent authors of the Age of Enlightenment. Donelaitis' poem Metai (The Seasons) is a landmark of the Lithuanian fiction literature, written in hexameter.With a mix of Classicism, Sentimentalism and Romanticism, the Lithuanian literature of the first half of the 19th century is represented by Maironis, Antanas Baranauskas, Simonas Daukantas, Oscar Milosz, and Simonas Stanevičius. During the Tsarist annexation of Lithuania in the 19th century, the Lithuanian press ban was implemented, which led to the formation of the Knygnešiai (Book smugglers) movement. This movement is thought to be the very reason the Lithuanian language and literature survived until today.
20th-century Lithuanian literature is represented by Juozas Tumas-Vaižgantas, Antanas Vienuolis, Bernardas Brazdžionis, Antanas Škėma, Balys Sruoga, Vytautas Mačernis and Justinas Marcinkevičius.
In 21st century debuted Kristina Sabaliauskaitė, Renata Šerelytė, Valdas Papievis, Laura Sintija Černiauskaitė, Rūta Šepetys.
=== Architecture ===
Several famous Lithuania-related architects are notable for their achievements in the field of architecture. Johann Christoph Glaubitz, Marcin Knackfus, Laurynas Gucevičius and Karol Podczaszyński were instrumental in introducing Baroque and neoclassical architectural movements to the Lithuanian architecture during the seventeenth to nineteenth centuries. Vilnius is considered as a capital of the Eastern Europe Baroque. Vilnius Old Town that is full of astonishing Baroque churches and other buildings is a UNESCO World Heritage Site.
Lithuania is also known for numerous castles. About twenty castles exist in Lithuania. Some castles had to be rebuilt or survive partially. Many Lithuanian nobles' historic palaces and manor houses have remained till the nowadays and were reconstructed. Lithuanian village life has existed since the days of Vytautas the Great. Zervynos and Kapiniškiai are two of many ethnographic villages in Lithuania. Rumšiškės is an open space museum where old ethnographic architecture is preserved.
During the interwar period, Art Deco, Lithuanian National Romanticism architectural style buildings were constructed in the Lithuania's temporary capital Kaunas. Its architecture is regarded as one of the finest examples of the European Art Deco and has received the European Heritage Label.
=== Arts and museums ===
The Lithuanian Art Museum was founded in 1933 and is the largest museum of art conservation and display in Lithuania. Among other important museums are the Palanga Amber Museum, where amber pieces comprise a major part of the collection, National Gallery of Art, presenting collection of Lithuanian art of the 20th and 21st century, National Museum of Lithuania presenting Lithuanian archaeology, history and ethnic culture. In 2018 two private museums were opened – MO Museum devoted to modern and contemporary Lithuanian art and Tartle, exhibiting a collection of Lithuanian art heritage and artefacts.
Perhaps the most renowned figure in Lithuania's art community was the composer Mikalojus Konstantinas Čiurlionis (1875–1911), an internationally renowned musician. The 2420 Čiurlionis asteroid, identified in 1975, honors his achievements. The M. K. Čiurlionis National Art Museum, as well as the only military museum in Lithuania, Vytautas the Great War Museum, are located in Kaunas.
Franciszek Smuglewicz, Jan Rustem, Józef Oleszkiewicz and Kanuty Rusiecki are the most prominent Lithuanian painters of the 18th and 19th centuries.
=== Theatre ===
Lithuania has some very famous theatre directors well known in the country and abroad. One of them is Oskaras Koršunovas. He was awarded more than forty times with special prizes. Possibly most prestigious award is Swedish Commander Grand Cross: Order of the Polar Star. Today's the most famous theatres in Lithuania are in Vilnius, Kaunas, Klaipėda and Panevėžys. It is Lithuanian National Drama Theatre, Keistuolių teatras (Theatre of Freaks) in Vilnius, Kaunas State Drama Theatre, Theatre of Oskaras Koršunovas, Klaipėda Drama Theatre, Theatre of Gytis Ivanauskas, Miltinis Drama Theatre in Panevėžys, The Doll's Theatre, Old Theatre of Vilnius and others. There are some very popular theatre festivals like Sirenos (Sirens), TheATRIUM, Nerk į teatrą (Dive into the Theatre) and others. The figures dominating in Lithuanian theatre world are directors like Eimuntas Nekrošius, Jonas Vaitkus, Cezaris Graužinis, Gintaras Varnas, Dalia Ibelhauptaitė, Artūras Areima; number of talented actors like Dainius Gavenonis, Rolandas Kazlas, Saulius Balandis, Gabija Jaraminaitė and many others.
=== Cinema ===
On 28 July 1896, Thomas Edison live photography session was held in the Concerts Hall of the Botanical Garden of Vilnius University. After a year, similar American movies were available with the addition of special phonograph records that also provided sound. In 1909, Lithuanian cinema pioneers Antanas Račiūnas and Ladislas Starevich released their first movies. Soon the Račiūnas' recordings of Lithuania's views became very popular among the Lithuanian Americans abroad. In 1925, Pranas Valuskis filmed movie Naktis Lietuvoje (Night in Lithuania) about Lithuanian book smugglers that left the first bright Lithuanian footprint in Hollywood. The most significant and mature Lithuanian American movie of the time Aukso žąsis (Golden goose) was created in 1965 by Birutė Pūkelevičiūtė that featured motifs from the Brothers Grimm fairy tales. In 1940, Romuva Cinema was opened in Kaunas and currently is the oldest still operational cinema in Lithuania. After the occupation of the state, movies mostly were used for the Soviet propaganda purposes, nevertheless Almantas Grikevičius, Gytis Lukšas, Henrikas Šablevičius, Arūnas Žebriūnas, Raimondas Vabalas were able to overcome the obstacles and create valuable films. After the restoration of the independence, Šarūnas Bartas, Audrius Stonys, Arūnas Matelis, Audrius Juzėnas, Algimantas Puipa, Janina Lapinskaitė, Dijana and her husband Kornelijus Matuzevičius received success in international movie festivals.In 2018, 4,265,414 cinema tickets were sold in Lithuania with the average price of €5.26.
=== Music ===
Lithuanian folk music belongs to Baltic music branch which is connected with neolithic corded ware culture. Two instrument cultures meet in the areas inhabited by Lithuanians: stringed (kanklių) and wind instrument cultures. Lithuanian folk music is archaic, mostly used for ritual purposes, containing elements of paganism faith. There are three ancient styles of singing in Lithuania connected with ethnographical regions: monophony, heterophony and polyphony. Folk song genres: Sutartinės (Multipart Songs), Wedding Songs, War-Historical Time Songs, Calendar Cycle and Ritual Songs and Work Songs.Italian artists organized the first opera in Lithuania on 4 September 1636 at the Palace of the Grand Dukes by the order of Władysław IV Vasa. Currently, operas are staged at the Lithuanian National Opera and Ballet Theatre and also by independent troupe Vilnius City Opera.
Mikalojus Konstantinas Čiurlionis is the most renowned Lithuanian painter and composer. During his short life he created about 200 pieces of music. His works have had profound influence on modern Lithuanian culture. His symphonic poems In the Forest (Miške) and The Sea (Jūra) were performed only posthumously. Čiurlionis contributed to symbolism and art nouveau and was representative of the fin de siècle epoch. He has been considered one of the pioneers of abstract art in Europe.In Lithuania, choral music is very important. Vilnius is the only city with three choirs laureates (Brevis, Jauna Muzika and Chamber Choir of the Conservatoire) at the European Grand Prix for Choral Singing. There is a long-standing tradition of the Dainų šventė (Lithuanian Song and Dance Festival). The first one took place in Kaunas in 1924. Since 1990, the festival has been organised every four years and summons roughly 30,000 singers and folk dancers of various professional levels and age groups from across the country. In 2008, Lithuanian Song and Dance Festival together with its Latvian and Estonian versions was inscribed as UNESCO Masterpiece of the Oral and Intangible Heritage of Humanity. Gatvės muzikos diena (Street Music Day) gathers musicians of various genres annually.Conductor Mirga Gražinytė-Tyla performing on the scenes of Rome, New York and Birmingham.
Modern classical composers emerged in seventies – Bronius Kutavičius, Feliksas Bajoras, Osvaldas Balakauskas, Onutė Narbutaitė, Vidmantas Bartulis and others. Most of those composers explored archaic Lithuanian music and its harmonic combination with modern minimalism and neoromanticism.Jazz scene was active even during the years of Soviet occupation. The real breakthrough would occur in 1970–71 with the coming together of the Ganelin/Tarasov/Chekasin trio, the alleged instigators of the Vilnius Jazz School. Most known annual events are Vilnius Jazz Festival, Kaunas Jazz, Birštonas Jazz.
Music Information Centre Lithuania (MICL) collects, promotes and shares information on Lithuanian musical culture.
==== Rock and protest music ====
After the Soviet reoccupation of Lithuania in 1944, the Soviet's censorship continued firmly controlling all artistic expressions in Lithuania, and any violations by criticizing the regime would immediately result in punishments. The first local rock bands started to emerge around 1965 and included Kertukai, Aitvarai and Nuogi ant slenksčio in Kaunas, and Kęstutis Antanėlis, Vienuoliai, and Gėlių Vaikai in Vilnius, among others. Unable to express their opinions directly, the Lithuanian artists began organizing patriotic Roko Maršai and were using metaphors in their songs' lyrics, which were easily identified for their true meanings by the locals. Postmodernist rock band Antis and its vocalist Algirdas Kaušpėdas were one of the most active performers who mocked the Soviet regime by using metaphors. For example, in the song Zombiai (Zombies), the band indirectly sang about the Red Army soldiers who occupied the state and its military base in Ukmergė. Vytautas Kernagis' song Kolorado vabalai (Colorado beetles) was also a favourite due to its lyrics in which true meaning of the Colorado beetles was intended to be the Soviets decorated with the Ribbons of Saint George.In the early independence years, rock band Foje was particularly popular and gathered tens of thousands of spectators to the concerts. After disbanding in 1997, Foje vocalist Andrius Mamontovas remained one of the most prominent Lithuanian performers and an active participant in various charity events. Marijonas Mikutavičius is famous for creating unofficial Lithuania sport anthem Trys milijonai (Three million) and official anthem of the EuroBasket 2011 Nebetyli sirgaliai (English version was named Celebrate Basketball).
=== Cuisine ===
Lithuanian cuisine features the products suited to the cool and moist northern climate of Lithuania: barley, potatoes, rye, beets, greens, berries, and mushrooms are locally grown, and dairy products are one of its specialties. Fish dishes are very popular in the coastal region. Since it shares its climate and agricultural practices with Northern Europe, Lithuanian cuisine has some similarities to Scandinavian cuisine. Nevertheless, it has its own distinguishing features, which were formed by a variety of influences during the country's long and difficult history.
Dairy products are an important part of traditional Lithuanian cuisine. These include white cottage cheese (varškės sūris), curd (varškė), soured milk (rūgpienis), sour cream (grietinė), butter (sviestas), and sour cream butter kastinis. Traditional meat products are usually seasoned, matured and smoked – smoked sausages (dešros), lard (lašiniai), skilandis, smoked ham (kumpis). Soups (sriubos) – boletus soup (baravykų sriuba), cabbage soup (kopūstų sriuba), beer soup (alaus sriuba), milk soup (pieniška sriuba), cold-beet soup (šaltibarščiai) and various kinds of porridges (košės) are part of tradition and daily diet. Freshwater fish, herring, wild berries and mushrooms, honey are highly popular diet to this day.
One of the oldest and most fundamental Lithuanian food products was and is rye bread. Rye bread is eaten every day for breakfast, lunch and dinner. Bread played an important role in family rituals and agrarian ceremonies.Lithuanians and other nations that once formed part of the Grand Duchy of Lithuania share many dishes and beverages. German traditions also influenced Lithuanian cuisine, introducing pork and potato dishes, such as potato pudding (kugelis or kugel) and potato sausages (vėdarai), as well as the baroque tree cake known as Šakotis. The most exotic of all the influences is Eastern (Karaite) cuisine – the kibinai are popular in Lithuania. Lithuanian noblemen usually hired French chefs, so French cuisine influence came to Lithuania in this way.Balts were using mead (midus) for thousands of years. Beer (alus) is the most common alcoholic beverage. Lithuania has a long farmhouse beer tradition, first mentioned in 11th century chronicles. Beer was brewed for ancient Baltic festivities and rituals. Farmhouse brewing survived to a greater extent in Lithuania than anywhere else, and through accidents of history the Lithuanians then developed a commercial brewing culture from their unique farmhouse traditions. Lithuania is top 5 by consumption of beer per capita in Europe in 2015, counting 75 active breweries, 32 of them are microbreweries. The microbrewery scene in Lithuania has been growing in later years, with a number of bars focusing on these beers popping up in Vilnius and also in other parts of the country.
Eight Lithuanian restaurants are listed in the White Guide Baltic Top 30.
=== Media ===
The Constitution of Lithuania provides for freedom of speech and press, and the government generally respects these rights in practice. An independent press, an effective judiciary, and a functioning democratic political system combine to promote these freedoms. However, the constitutional definition of freedom of expression does not protect certain acts, such as incitement to national, racial, religious, or social hatred, violence and discrimination, or slander, and disinformation. It is a crime to deny or "grossly trivialize" Soviet or Nazi German crimes against Lithuania or its citizens, or to deny genocide, crimes against humanity, or war crimes.In 2021, the best-selling daily national newspapers in Lithuania were Lietuvos rytas (5.4% of all weekly readers), Vakaro žinios (3.2%), Kauno diena (2.9%). Best-selling weekly newspapers were Savaitė (16.5%), Žmonės (8.4%), Prie kavos (4.1%), Savaitgalis (3.9%) and Verslo žinios (3.2%).In 2021, the most popular national television channels in Lithuania were TV3 (34.6% of the daily auditorium), LNK (32.3%), Lithuanian National Radio and Television (31.6%), BTV (17.3%), Lietuvos rytas TV (16.2%), TV6 (15.3%).The most popular radio stations in Lithuania were M-1 (14.5% of daily listeners), Lietus (12.7%), Radiocentras (9.1%) and LRT Radijas (8.5%).
=== Public holidays and festivals ===
As a result of a thousand-years history, Lithuania has two National days. First one is the Statehood Day on 6 July, marking the establishment of the medieval Kingdom of Lithuania by Mindaugas in 1253. Creation of modern Lithuanian state is commemorated on 16 February as a Lithuanian State Reestablishment Day on which declaration of independence from Russia and Germany was declared in 1918. Joninės (previously known as Rasos) is a public holiday with paganic roots that celebrates a solstice. As of 2018, there are 13 public holidays (which come with a day off).Kaziuko mugė is an annual fair held since the beginning of the 17th century that commemorates the anniversary of Saint Casimir's death and gathers thousands of visitors and many craftsmen. Other notable festivals are Vilnius International Film Festival, Kauno Miesto Diena, Klaipėda Sea Festival, Mados infekcija, Vilnius Book Fair, Vilnius Marathon, Devilstone Open Air, Apuolė 854, Great Žemaičių Kalvarija Festival.
=== Sports ===
Basketball is the most popular and national sport of Lithuania. The Lithuania national basketball team has had significant success in international basketball events, having won the EuroBasket on three occasions (1937, 1939 and 2003), as well a total of 8 other medals in the Eurobasket, the World Championships and the Olympic Games. The men's national team also has extremely high TV ratings as about 76% of the country's population watched their games live in 2014. Lithuania hosted the Eurobasket in 1939 and 2011. The historic Lithuanian basketball team BC Žalgiris, from Kaunas, won the European basketball league Euroleague in 1999. Lithuania has produced a number of NBA players, including Naismith Memorial Basketball Hall of Fame inductees Arvydas Sabonis and Šarūnas Marčiulionis, and current NBA players Jonas Valančiūnas, Domantas Sabonis, and Ignas Brazdeikis.
Lithuania has won a total of 26 medals at the Olympic Games, including 6 gold medals in athletics, modern pentathlon, shooting, and swimming. Numerous other Lithuanians won Olympic medals representing Soviet Union. Discus thrower Virgilijus Alekna is the most successful Olympic athlete of independent Lithuania, having won gold medals in the 2000 Sydney and 2004 Athens games, as well as a bronze in 2008 Summer Olympics and numerous World Championship medals. More recently, the gold medal won by a then 15-year-old swimmer Rūta Meilutytė at the 2012 Summer Olympics in London sparked a rise in popularity for the sport in Lithuania.
Lithuania has produced prominent athletes in athletics, modern pentathlon, road and track cycling, chess, rowing, aerobatics, strongman, wrestling, boxing, mixed martial arts, Kyokushin Karate, and other sports.
Lithuania hosted the 2021 FIFA Futsal World Cup, the first time Lithuania had hosted a FIFA tournament.Few Lithuanian athletes have found success in winter sports, although facilities are provided by several ice rinks and skiing slopes, including Snow Arena, the first indoor ski slope in the Baltics. In 2018 Lithuania men's national ice hockey team won gold medals at the 2018 IIHF World Championship Division I.
== See also ==
Index of Lithuania-related articles
List of Lithuanians
Outline of Lithuania
== Notes ==
== References ==
== External links ==
GovernmentThe Lithuanian President Archived 15 January 2016 at the Wayback Machine – Official site of the President of the Republic of Lithuania
The Lithuanian Parliament – Official site of the Parliament of the Republic of Lithuania
The Lithuanian Government Archived 6 April 2021 at the Wayback Machine – Official site of the Government of the Republic of Lithuania
Statistics Lithuania Archived 5 October 2022 at the Wayback Machine – Official site of Department of Statistics to the Government of Lithuania
Lithuania – Real is Beautiful – The Official Travel Guide by the Lithuanian National Tourism Development AgencyGeneral informationThe Baltic States and geopolitics
Lithuania Archived 2 June 2021 at the Wayback Machine – Lithuanian internet gates
Lithuania. The World Factbook. Central Intelligence Agency.
Lithuania. CIA Chiefs of State and Cabinet Members of Foreign Governments Archived 16 October 2020 at the Wayback Machine
Lithuania from UCB Libraries GovPubs
Lithuania at Curlie
Lithuania from the BBC News
Wikimedia Atlas of LithuaniaOtherKey Development Forecasts for Lithuania from International Futures
Heraldry of Lithuania
Geographic data related to Lithuania at OpenStreetMap
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Operating system
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An operating system (OS) is system software that manages computer hardware and software resources, and provides common services for computer programs.
Time-sharing operating systems schedule tasks for efficient use of the system and may also include accounting software for cost allocation of processor time, mass storage, peripherals, and other resources.
For hardware functions such as input and output and memory allocation, the operating system acts as an intermediary between programs and the computer hardware, although the application code is usually executed directly by the hardware and frequently makes system calls to an OS function or is interrupted by it. Operating systems are found on many devices that contain a computer – from cellular phones and video game consoles to web servers and supercomputers.
In the personal computer market, Microsoft Windows holds a dominant market share of around 75%. macOS by Apple Inc. is in second place (15%), and the varieties of Linux are collectively in third place (3%). In the mobile sector (including smartphones and tablets), Android's share is 70.82% in the year 2020. According to third quarter 2016 data, Android's share on smartphones is dominant with 87.5 percent with a growth rate of 10.3 percent per year, followed by Apple's iOS with 12.1 percent with per year decrease in market share of 5.2 percent, while other operating systems amount to just 0.3 percent. Linux distributions are dominant in the server and supercomputing sectors. Other specialized classes of operating systems (special-purpose operating systems), such as embedded and real-time systems, exist for many applications. Security-focused operating systems also exist. Some operating systems have low system requirements (e.g. light-weight Linux distribution). Others may have higher system requirements.
Some operating systems require installation or may come pre-installed with purchased computers (OEM-installation), whereas others may run directly from media (i.e. live CD) or flash memory (i.e. USB stick).
== Types of operating systems ==
=== Single-tasking and multi-tasking ===
A single-tasking system can only run one program at a time, while a multi-tasking operating system allows more than one program to be running concurrently. This is achieved by time-sharing, where the available processor time is divided between multiple processes. These processes are each interrupted repeatedly in time slices by a task-scheduling subsystem of the operating system. Multi-tasking may be characterized in preemptive and cooperative types. In preemptive multitasking, the operating system slices the CPU time and dedicates a slot to each of the programs. Unix-like operating systems, such as Linux—as well as non-Unix-like, such as AmigaOS—support preemptive multitasking. Cooperative multitasking is achieved by relying on each process to provide time to the other processes in a defined manner. 16-bit versions of Microsoft Windows used cooperative multi-tasking; 32-bit versions of both Windows NT and Win9x used preemptive multi-tasking.
=== Single- and multi-user ===
Single-user operating systems have no facilities to distinguish users but may allow multiple programs to run in tandem. A multi-user operating system extends the basic concept of multi-tasking with facilities that identify processes and resources, such as disk space, belonging to multiple users, and the system permits multiple users to interact with the system at the same time. Time-sharing operating systems schedule tasks for efficient use of the system and may also include accounting software for cost allocation of processor time, mass storage, printing, and other resources to multiple users.
=== Distributed ===
A distributed operating system manages a group of distinct, networked computers and makes them appear to be a single computer, as all computations are distributed (divided amongst the constituent computers).
=== Embedded ===
Embedded operating systems are designed to be used in embedded computer systems. They are designed to operate on small machines with less autonomy (e.g. PDAs). They are very compact and extremely efficient by design and are able to operate with a limited amount of resources. Windows CE and Minix 3 are some examples of embedded operating systems.
=== Real-time ===
A real-time operating system is an operating system that guarantees to process events or data by a specific moment in time. A real-time operating system may be single- or multi-tasking, but when multitasking, it uses specialized scheduling algorithms so that a deterministic nature of behavior is achieved. Such an event-driven system switches between tasks based on their priorities or external events, whereas time-sharing operating systems switch tasks based on clock interrupts.
=== Library ===
A library operating system is one in which the services that a typical operating system provides, such as networking, are provided in the form of libraries and composed with the application and configuration code to construct a unikernel: a specialized, single address space, machine image that can be deployed to cloud or embedded environments.
== History ==
Early computers were built to perform a series of single tasks, like a calculator. Basic operating system features were developed in the 1950s, such as resident monitor functions that could automatically run different programs in succession to speed up processing. Operating systems did not exist in their modern and more complex forms until the early 1960s. Hardware features were added, that enabled use of runtime libraries, interrupts, and parallel processing. When personal computers became popular in the 1980s, operating systems were made for them similar in concept to those used on larger computers.
In the 1940s, the earliest electronic digital systems had no operating systems. Electronic systems of this time were programmed on rows of mechanical switches or by jumper wires on plugboards. These were special-purpose systems that, for example, generated ballistics tables for the military or controlled the printing of payroll checks from data on punched paper cards. After programmable general-purpose computers were invented, machine languages(consisting of strings of the binary digits 0 and 1 on punched paper tape) were introduced that sped up the programming process (Stern, 1981).
In the early 1950s, a computer could execute only one program at a time. Each user had sole use of the computer for a limited period and would arrive at a scheduled time with their program and data on punched paper cards or punched tape. The program would be loaded into the machine, and the machine would be set to work until the program completed or crashed. Programs could generally be debugged via a front panel using toggle switches and panel lights. It is said that Alan Turing was a master of this on the early Manchester Mark 1 machine, and he was already deriving the primitive conception of an operating system from the principles of the universal Turing machine.Later machines came with libraries of programs, which would be linked to a user's program to assist in operations such as input and output and compiling (generating machine code from human-readable symbolic code). This was the genesis of the modern-day operating system. However, machines still ran a single job at a time. At Cambridge University in England, the job queue was at one time a washing line (clothesline) from which tapes were hung with different colored clothes-pegs to indicate job priority.By the late 1950s, programs that one would recognize as an operating system were beginning to appear. Often pointed to as the earliest recognizable example is GM-NAA I/O, released in 1956 on the IBM 704. The first known example that actually referred to itself was the SHARE Operating System, a development of GM-NAA I/O, released in 1959. In a May 1960 paper describing the system, George Ryckman noted:
The development of computer operating systems have materially aided the problem of getting a program or series of programs on and off the computer efficiently.
One of the more famous examples that is often found in discussions of early systems is the Atlas Supervisor, running on the Atlas in 1962. It was referred to as such in a December 1961 article describing the system, but the context of "the Operating System" is more along the lines of "the system operates in the fashion". The Atlas team itself used the term "supervisor", which was widely used along with "monitor". Brinch Hansen described it as "the most significant breakthrough in the history of operating systems."
=== Mainframes ===
Through the 1950s, many major features were pioneered in the field of operating systems on mainframe computers, including batch processing, input/output interrupting, buffering, multitasking, spooling, runtime libraries, link-loading, and programs for sorting records in files. These features were included or not included in application software at the option of application programmers, rather than in a separate operating system used by all applications. In 1959, the SHARE Operating System was released as an integrated utility for the IBM 704, and later in the 709 and 7090 mainframes, although it was quickly supplanted by IBSYS/IBJOB on the 709, 7090 and 7094, which in turn influenced the later 7040-PR-150 (7040/7044) and 1410-PR-155 (1410/7010) operating systems.
During the 1960s, IBM's OS/360 introduced the concept of a single OS spanning an entire product line, which was crucial for the success of the System/360 machines. IBM's current mainframe operating systems are distant descendants of this original system and modern machines are backward compatible with applications written for OS/360.OS/360 also pioneered the concept that the operating system keeps track of all of the system resources that are used, including program and data space allocation in main memory and file space in secondary storage, and file locking during updates. When a process is terminated for any reason, all of these resources are re-claimed by the operating system.
The alternative CP-67 system for the S/360-67 started a whole line of IBM operating systems focused on the concept of virtual machines. Other operating systems used on IBM S/360 series mainframes included systems developed by IBM: DOS/360 (Disk Operating System), TSS/360 (Time Sharing System), TOS/360 (Tape Operating System), BOS/360 (Basic Operating System), and ACP (Airline Control Program), as well as a few non-IBM systems: MTS (Michigan Terminal System), MUSIC (Multi-User System for Interactive Computing), and ORVYL (Stanford Timesharing System).
Control Data Corporation developed the SCOPE operating system in the 1960s, for batch processing. In cooperation with the University of Minnesota, the Kronos and later the NOS operating systems were developed during the 1970s, which supported simultaneous batch and timesharing use. Like many commercial timesharing systems, its interface was an extension of the Dartmouth BASIC operating systems, one of the pioneering efforts in timesharing and programming languages. In the late 1970s, Control Data and the University of Illinois developed the PLATO operating system, which used plasma panel displays and long-distance time sharing networks. Plato was remarkably innovative for its time, featuring real-time chat, and multi-user graphical games.
In 1961, Burroughs Corporation introduced the B5000 with the MCP (Master Control Program) operating system. The B5000 was a stack machine designed to exclusively support high-level languages with no assembler; indeed, the MCP was the first OS to be written exclusively in a high-level language (ESPOL, a dialect of ALGOL). MCP also introduced many other ground-breaking innovations, such as being the first commercial implementation of virtual memory. MCP is still in use today in the Unisys company's MCP/ClearPath line of computers.
UNIVAC, the first commercial computer manufacturer, produced a series of EXEC operating systems. Like all early main-frame systems, this batch-oriented system managed magnetic drums, disks, card readers and line printers. In the 1970s, UNIVAC produced the Real-Time Basic (RTB) system to support large-scale time sharing, also patterned after the Dartmouth BC system.
General Electric developed General Electric Comprehensive Operating Supervisor (GECOS), which primarily supported batch processing. After its acquisition by Honeywell, it was renamed General Comprehensive Operating System (GCOS).
Bell Labs, General Electric and MIT developed Multiplexed Information and Computing Service (Multics), which introduced the concept of ringed security privilege levels.
Digital Equipment Corporation developed many operating systems for its various computer lines, including TOPS-10 and TOPS-20 time-sharing systems for the 36-bit PDP-10 class systems. Before the widespread use of UNIX, TOPS-10 was a particularly popular system in universities, and in the early ARPANET community. RT-11 was a single-user real-time OS for the PDP-11 class minicomputer, and RSX-11 was the corresponding multi-user OS.
From the late 1960s through the late 1970s, several hardware capabilities evolved that allowed similar or ported software to run on more than one system. Early systems had utilized microprogramming to implement features on their systems in order to permit different underlying computer architectures to appear to be the same as others in a series. In fact, most 360s after the 360/40 (except the 360/44, 360/75, 360/91, 360/95 and 360/195) were microprogrammed implementations.
The enormous investment in software for these systems made since the 1960s caused most of the original computer manufacturers to continue to develop compatible operating systems along with the hardware. Notable supported mainframe operating systems include:
Burroughs MCP – B5000, 1961 to Unisys Clearpath/MCP, present
IBM OS/360 – IBM System/360, 1966 to IBM z/OS, present
IBM CP-67 – IBM System/360, 1967 to IBM z/VM
UNIVAC EXEC 8 – UNIVAC 1108, 1967, to OS 2200 Unisys Clearpath Dorado, present
=== Microcomputers ===
The first microcomputers did not have the capacity or need for the elaborate operating systems that had been developed for mainframes and minis; minimalistic operating systems were developed, often loaded from ROM and known as monitors. One notable early disk operating system was CP/M, which was supported on many early microcomputers and was closely imitated by Microsoft's MS-DOS, which became widely popular as the operating system chosen for the IBM PC (IBM's version of it was called IBM DOS or PC DOS). In the 1980s, Apple Computer Inc. (now Apple Inc.) abandoned its popular Apple II series of microcomputers to introduce the Apple Macintosh computer with an innovative graphical user interface (GUI) to the Mac OS.
The introduction of the Intel 80386 CPU chip in October 1985, with 32-bit architecture and paging capabilities, provided personal computers with the ability to run multitasking operating systems like those of earlier minicomputers and mainframes. Microsoft responded to this progress by hiring Dave Cutler, who had developed the VMS operating system for Digital Equipment Corporation. He would lead the development of the Windows NT operating system, which continues to serve as the basis for Microsoft's operating systems line. Steve Jobs, a co-founder of Apple Inc., started NeXT Computer Inc., which developed the NeXTSTEP operating system. NeXTSTEP would later be acquired by Apple Inc. and used, along with code from FreeBSD as the core of Mac OS X (macOS after latest name change).
The GNU Project was started by activist and programmer Richard Stallman with the goal of creating a complete free software replacement to the proprietary UNIX operating system. While the project was highly successful in duplicating the functionality of various parts of UNIX, development of the GNU Hurd kernel proved to be unproductive. In 1991, Finnish computer science student Linus Torvalds, with cooperation from volunteers collaborating over the Internet, released the first version of the Linux kernel. It was soon merged with the GNU user space components and system software to form a complete operating system. Since then, the combination of the two major components has usually been referred to as simply "Linux" by the software industry, a naming convention that Stallman and the Free Software Foundation remain opposed to, preferring the name GNU/Linux. The Berkeley Software Distribution, known as BSD, is the UNIX derivative distributed by the University of California, Berkeley, starting in the 1970s. Freely distributed and ported to many minicomputers, it eventually also gained a following for use on PCs, mainly as FreeBSD, NetBSD and OpenBSD.
== Examples ==
=== Unix and Unix-like operating systems ===
Unix was originally written in assembly language. Ken Thompson wrote B, mainly based on BCPL, based on his experience in the MULTICS project. B was replaced by C, and Unix, rewritten in C, developed into a large, complex family of inter-related operating systems which have been influential in every modern operating system (see History).
The Unix-like family is a diverse group of operating systems, with several major sub-categories including System V, BSD, and Linux. The name "UNIX" is a trademark of The Open Group which licenses it for use with any operating system that has been shown to conform to their definitions. "UNIX-like" is commonly used to refer to the large set of operating systems which resemble the original UNIX.
Unix-like systems run on a wide variety of computer architectures. They are used heavily for servers in business, as well as workstations in academic and engineering environments. Free UNIX variants, such as Linux and BSD, are popular in these areas.
Five operating systems are certified by The Open Group (holder of the Unix trademark) as Unix. HP's HP-UX and IBM's AIX are both descendants of the original System V Unix and are designed to run only on their respective vendor's hardware. In contrast, Sun Microsystems's Solaris can run on multiple types of hardware, including x86 and SPARC servers, and PCs. Apple's macOS, a replacement for Apple's earlier (non-Unix) classic Mac OS, is a hybrid kernel-based BSD variant derived from NeXTSTEP, Mach, and FreeBSD. IBM's z/OS UNIX System Services includes a shell and utilities based on Mortice Kerns' InterOpen products.
Unix interoperability was sought by establishing the POSIX standard. The POSIX standard can be applied to any operating system, although it was originally created for various Unix variants.
==== BSD and its descendants ====
A subgroup of the Unix family is the Berkeley Software Distribution family, which includes FreeBSD, NetBSD, and OpenBSD. These operating systems are most commonly found on webservers, although they can also function as a personal computer OS. The Internet owes much of its existence to BSD, as many of the protocols now commonly used by computers to connect, send and receive data over a network were widely implemented and refined in BSD. The World Wide Web was also first demonstrated on a number of computers running an OS based on BSD called NeXTSTEP.
In 1974, University of California, Berkeley installed its first Unix system. Over time, students and staff in the computer science department there began adding new programs to make things easier, such as text editors. When Berkeley received new VAX computers in 1978 with Unix installed, the school's undergraduates modified Unix even more in order to take advantage of the computer's hardware possibilities. The Defense Advanced Research Projects Agency of the US Department of Defense took interest, and decided to fund the project. Many schools, corporations, and government organizations took notice and started to use Berkeley's version of Unix instead of the official one distributed by AT&T.
Steve Jobs, upon leaving Apple Inc. in 1985, formed NeXT Inc., a company that manufactured high-end computers running on a variation of BSD called NeXTSTEP. One of these computers was used by Tim Berners-Lee as the first webserver to create the World Wide Web.
Developers like Keith Bostic encouraged the project to replace any non-free code that originated with Bell Labs. Once this was done, however, AT&T sued. After two years of legal disputes, the BSD project spawned a number of free derivatives, such as NetBSD and FreeBSD (both in 1993), and OpenBSD (from NetBSD in 1995).
==== macOS ====
macOS (formerly "Mac OS X" and later "OS X") is a line of open core graphical operating systems developed, marketed, and sold by Apple Inc., the latest of which is pre-loaded on all currently shipping Macintosh computers. macOS is the successor to the original classic Mac OS, which had been Apple's primary operating system since 1984. Unlike its predecessor, macOS is a UNIX operating system built on technology that had been developed at NeXT through the second half of the 1980s and up until Apple purchased the company in early 1997.
The operating system was first released in 1999 as Mac OS X Server 1.0, followed in March 2001 by a client version (Mac OS X v10.0 "Cheetah"). Since then, six more distinct "client" and "server" editions of macOS have been released, until the two were merged in OS X 10.7 "Lion".
Prior to its merging with macOS, the server edition – macOS Server – was architecturally identical to its desktop counterpart and usually ran on Apple's line of Macintosh server hardware. macOS Server included work group management and administration software tools that provide simplified access to key network services, including a mail transfer agent, a Samba server, an LDAP server, a domain name server, and others. With Mac OS X v10.7 Lion, all server aspects of Mac OS X Server have been integrated into the client version and the product re-branded as "OS X" (dropping "Mac" from the name). The server tools are now offered as an application.
==== z/OS UNIX System Services ====
First introduced as the OpenEdition upgrade to MVS/ESA System Product Version 4 Release 3, announced February 1993 with support for POSIX and other standards. z/OS UNIX System Services is built on top of MVS services and cannot run independently. While IBM initially introduced OpenEdition to satisfy FIPS requirements, several z/OS component now require UNIX services, e.g., TCP/IP.
==== Linux ====
The Linux kernel originated in 1991, as a project of Linus Torvalds, while a university student in Finland. He posted information about his project on a newsgroup for computer students and programmers, and received support and assistance from volunteers who succeeded in creating a complete and functional kernel.
Linux is Unix-like, but was developed without any Unix code, unlike BSD and its variants. Because of its open license model, the Linux kernel code is available for study and modification, which resulted in its use on a wide range of computing machinery from supercomputers to smartwatches. Although estimates suggest that Linux is used on only 2.81% of all "desktop" (or laptop) PCs, it has been widely adopted for use in servers and embedded systems such as cell phones.
Linux has superseded Unix on many platforms and is used on most supercomputers, including all 500 most powerful supercomputers on the TOP500 list — having displaced all competitors by 2017. Linux is also commonly used on other small energy-efficient computers, such as smartphones and smartwatches. The Linux kernel is used in some popular distributions, such as Red Hat, Debian, Ubuntu, Linux Mint and Google's Android, ChromeOS, and ChromiumOS.
=== Microsoft Windows ===
Microsoft Windows is a family of proprietary operating systems designed by Microsoft Corporation and primarily targeted to x86 architecture based computers, with an estimated 88.9 percent total usage share on Web connected computers. The latest version is Windows 11.
Microsoft Windows was first released in 1985, as an operating environment running on top of MS-DOS, which was the standard operating system shipped on most Intel architecture personal computers at the time. In 1995, Windows 95 was released which only used MS-DOS as a bootstrap. For backwards compatibility, Win9x could run real-mode MS-DOS and 16-bit Windows 3.x drivers. Windows ME, released in 2000, was the last version in the Win9x family. Later versions have all been based on the Windows NT kernel. Current client versions of Windows run on IA-32, x86-64 and Arm microprocessors. In addition Itanium is still supported in older server version Windows Server 2008 R2. In the past, Windows NT supported additional architectures.
Server editions of Windows are widely used, however, Windows' usage on servers is not as widespread as on personal computers as Windows competes against Linux and BSD for server market share.ReactOS is a Windows-alternative operating system, which is being developed on the principles of Windows – without using any of Microsoft's code.
=== Other ===
There have been many operating systems that were significant in their day but are no longer so, such as AmigaOS; OS/2 from IBM and Microsoft; classic Mac OS, the non-Unix precursor to Apple's macOS; BeOS; XTS-300; RISC OS; MorphOS; Haiku; BareMetal and FreeMint. Some are still used in niche markets and continue to be developed as minority platforms for enthusiast communities and specialist applications.
The z/OS operating system for IBM z/Architecture mainframe computers is still being used and developed, and
OpenVMS, formerly from DEC, is still under active development by VMS Software Inc. The IBM i operating system for IBM AS/400 and IBM Power Systems midrange computers is also still being used and developed.
Yet other operating systems are used almost exclusively in academia, for operating systems education or to do research on operating system concepts. A typical example of a system that fulfills both roles is MINIX, while for example Singularity is used purely for research. Another example is the Oberon System designed at ETH Zürich by Niklaus Wirth, Jürg Gutknecht and a group of students at the former Computer Systems Institute in the 1980s. It was used mainly for research, teaching, and daily work in Wirth's group.
Other operating systems have failed to win significant market share, but have introduced innovations that have influenced mainstream operating systems, not least Bell Labs' Plan 9.
== Components ==
The components of an operating system all exist in order to make the different parts of a computer work together. All user software needs to go through the operating system in order to use any of the hardware, whether it be as simple as a mouse or keyboard or as complex as an Internet component.
=== Kernel ===
With the aid of firmware and device drivers, the kernel provides the most basic level of control over all of the computer's hardware devices. It manages memory access for programs in the RAM, it determines which programs get access to which hardware resources, it sets up or resets the CPU's operating states for optimal operation at all times, and it organizes the data for long-term non-volatile storage with file systems on such media as disks, tapes, flash memory, etc.
==== Program execution ====
The operating system provides an interface between an application program and the computer hardware, so that an application program can interact with the hardware only by obeying rules and procedures programmed into the operating system. The operating system is also a set of services which simplify development and execution of application programs. Executing an application program typically involves the creation of a process by the operating system kernel, which assigns memory space and other resources, establishes a priority for the process in multi-tasking systems, loads program binary code into memory, and initiates execution of the application program, which then interacts with the user and with hardware devices. However, in some systems an application can request that the operating system execute another application within the same process, either as a subroutine or in a separate thread, e.g., the LINK and ATTACH facilities of OS/360 and successors.
==== Interrupts ====
An interrupt (also known as abort, exception, fault, signal and trap) provides an efficient way for most operating systems to react to the environment. Interrupts cause the central processing unit (CPU) to have a control flow change away from the currently running program to an interrupt handler, also known as an interrupt service routine (ISR). An interrupt service routine may cause the central processing unit (CPU) to have a context switch. The details of how a computer processes an interrupt vary from architecture to architecture, and the details of how interrupt service routines behave vary from operating system to operating system. However, several interrupt functions are common. The architecture and operating system must:
transfer control to an interrupt service routine.
save the state of the currently running process.
restore the state after the interrupt is serviced.
===== Software interrupt =====
A software interrupt is a message to a process that an event has occurred. This contrasts with a hardware interrupt — which is a message to the central processing unit (CPU) that an event has occurred. Software interrupts are similar to hardware interrupts — there is a change away from the currently running process. Similarly, both hardware and software interrupts execute an interrupt service routine.
Software interrupts may be normally occurring events. It is expected that a time slice will occur, so the kernel will have to perform a context switch. A computer program may set a timer to go off after a few seconds in case too much data causes an algorithm to take too long.Software interrupts may be error conditions, such as a malformed machine instruction. However, the most common error conditions are division by zero and accessing an invalid memory address.Users can send messages to the kernel to modify the behavior of a currently running process. For example, in the command-line environment, pressing the interrupt character (usually Control-C) might terminate the currently running process.To generate software interrupts for x86 CPUs, the INT assembly language instruction is available. The syntax is INT X, where X is the offset number (in hexadecimal format) to the interrupt vector table.
===== Signal =====
To generate software interrupts in Unix-like operating systems, the kill(pid,signum) system call will send a signal to another process. pid is the process identifier of the receiving process. signum is the signal number (in mnemonic format) to be sent. (The abrasive name of kill was chosen because early implementations only terminated the process.)In Unix-like operating systems, signals inform processes of the occurrence of asynchronous events. To communicate asynchronously, interrupts are required. One reason a process needs to asynchronously communicate to another process solves a variation of the classic reader/writer problem. The writer receives a pipe from the shell for its output to be sent to the reader's input stream. The command-line syntax is alpha | bravo. alpha will write to the pipe when its computation is ready and then sleep in the wait queue. bravo will then be moved to the ready queue and soon will read from its input stream. The kernel will generate software interrupts to coordinate the piping.Signals may be classified into 7 categories. The categories are:
when a process finishes normally.
when a process has an error exception.
when a process runs out of a system resource.
when a process executes an illegal instruction.
when a process sets an alarm event.
when a process is aborted from the keyboard.
when a process has a tracing alert for debugging.
===== Hardware interrupt =====
Input/Output (I/O) devices are slower than the CPU. Therefore, it would slow down the computer if the CPU had to wait for each I/O to finish. Instead, a computer may implement interrupts for I/O completion, avoiding the need for polling or busy waiting.Some computers require an interrupt for each character or word, costing a significant amount of CPU time. Direct memory access (DMA) is an architecture feature to allow devices to bypass the CPU and access main memory directly. (Separate from the architecture, a device may perform direct memory access to and from main memory either directly or via a bus.)
==== Input/Output ====
===== Interrupt-driven I/O =====
When a computer user types a key on the keyboard, typically the character appears immediately on the screen. Likewise, when a user moves a mouse, the cursor immediately moves across the screen. Each keystroke and mouse movement generates an interrupt called Interrupt-driven I/O. An interrupt-driven I/O occurs when a process causes an interrupt for every character or word transmitted.
===== Direct Memory Access =====
Devices such as hard disk drives, solid state drives, and magnetic tape drives can transfer data at a rate high enough that interrupting the CPU for every byte or word transferred, and having the CPU transfer the byte or word between the device and memory, would require too much CPU time. Data is, instead, transferred between the device and memory independently of the CPU by hardware such as a channel or a direct memory access controller; an interrupt is delivered only when all the data is transferred.If a computer program executes a system call to perform a block I/O write operation, then the system call might execute the following instructions:
Set the contents of the CPU's registers (including the program counter) into the process control block.
Create an entry in the device-status table. The operating system maintains this table to keep track of which processes are waiting for which devices. One field in the table is the memory address of the process control block.
Place all the characters to be sent to the device into a memory buffer.
Set the memory address of the memory buffer to a predetermined device register.
Set the buffer size (an integer) to another predetermined register.
Execute the machine instruction to begin the writing.
Perform a context switch to the next process in the ready queue.While the writing takes place, the operating system will context switch to other processes as normal. When the device finishes writing, the device will interrupt the currently running process by asserting an interrupt request. The device will also place an integer onto the data bus. Upon accepting the interrupt request, the operating system will:
Push the contents of the program counter (a register) followed by the status register onto the call stack.
Push the contents of the other registers onto the call stack. (Alternatively, the contents of the registers may be placed in a system table.)
Read the integer from the data bus. The integer is an offset to the interrupt vector table. The vector table's instructions will then:Access the device-status table.
Extract the process control block.
Perform a context switch back to the writing process.When the writing process has its time slice expired, the operating system will:
Pop from the call stack the registers other than the status register and program counter.
Pop from the call stack the status register.
Pop from the call stack the address of the next instruction, and set it back into the program counter.With the program counter now reset, the interrupted process will resume its time slice.
==== Modes ====
Modern computers support multiple modes of operation. CPUs with this capability offer at least two modes: user mode and supervisor mode. In general terms, supervisor mode operation allows unrestricted access to all machine resources, including all MPU instructions. User mode operation sets limits on instruction use and typically disallows direct access to machine resources. CPUs might have other modes similar to user mode as well, such as the virtual modes in order to emulate older processor types, such as 16-bit processors on a 32-bit one, or 32-bit processors on a 64-bit one.
At power-on or reset, the system begins in supervisor mode. Once an operating system kernel has been loaded and started, the boundary between user mode and supervisor mode (also known as kernel mode) can be established.
Supervisor mode is used by the kernel for low level tasks that need unrestricted access to hardware, such as controlling how memory is accessed, and communicating with devices such as disk drives and video display devices. User mode, in contrast, is used for almost everything else. Application programs, such as word processors and database managers, operate within user mode, and can only access machine resources by turning control over to the kernel, a process which causes a switch to supervisor mode. Typically, the transfer of control to the kernel is achieved by executing a software interrupt instruction, such as the Motorola 68000 TRAP instruction. The software interrupt causes the processor to switch from user mode to supervisor mode and begin executing code that allows the kernel to take control.
In user mode, programs usually have access to a restricted set of processor instructions, and generally cannot execute any instructions that could potentially cause disruption to the system's operation. In supervisor mode, instruction execution restrictions are typically removed, allowing the kernel unrestricted access to all machine resources.
The term "user mode resource" generally refers to one or more CPU registers, which contain information that the running program is not allowed to alter. Attempts to alter these resources generally cause a switch to supervisor mode, where the operating system can deal with the illegal operation the program was attempting; for example, by forcibly terminating ("killing") the program.
==== Memory management ====
Among other things, a multiprogramming operating system kernel must be responsible for managing all system memory which is currently in use by the programs. This ensures that a program does not interfere with memory already in use by another program. Since programs time share, each program must have independent access to memory.
Cooperative memory management, used by many early operating systems, assumes that all programs make voluntary use of the kernel's memory manager, and do not exceed their allocated memory. This system of memory management is almost never seen any more, since programs often contain bugs which can cause them to exceed their allocated memory. If a program fails, it may cause memory used by one or more other programs to be affected or overwritten. Malicious programs or viruses may purposefully alter another program's memory, or may affect the operation of the operating system itself. With cooperative memory management, it takes only one misbehaved program to crash the system.
Memory protection enables the kernel to limit a process' access to the computer's memory. Various methods of memory protection exist, including memory segmentation and paging. All methods require some level of hardware support (such as the 80286 MMU), which does not exist in all computers.
In both segmentation and paging, certain protected mode registers specify to the CPU what memory address it should allow a running program to access. Attempts to access other addresses trigger an interrupt, which causes the CPU to re-enter supervisor mode, placing the kernel in charge. This is called a segmentation violation or Seg-V for short, and since it is both difficult to assign a meaningful result to such an operation, and because it is usually a sign of a misbehaving program, the kernel generally resorts to terminating the offending program, and reports the error.
Windows versions 3.1 through ME had some level of memory protection, but programs could easily circumvent the need to use it. A general protection fault would be produced, indicating a segmentation violation had occurred; however, the system would often crash anyway.
==== Virtual memory ====
The use of virtual memory addressing (such as paging or segmentation) means that the kernel can choose what memory each program may use at any given time, allowing the operating system to use the same memory locations for multiple tasks.
If a program tries to access memory that is not in its current range of accessible memory, but nonetheless has been allocated to it, the kernel is interrupted in the same way as it would if the program were to exceed its allocated memory. (See section on memory management.) Under UNIX this kind of interrupt is referred to as a page fault.
When the kernel detects a page fault it generally adjusts the virtual memory range of the program which triggered it, granting it access to the memory requested. This gives the kernel discretionary power over where a particular application's memory is stored, or even whether or not it has actually been allocated yet.
In modern operating systems, memory which is accessed less frequently can be temporarily stored on a disk or other media to make that space available for use by other programs. This is called swapping, as an area of memory can be used by multiple programs, and what that memory area contains can be swapped or exchanged on demand.
"Virtual memory" provides the programmer or the user with the perception that there is a much larger amount of RAM in the computer than is really there.
==== Multitasking ====
Multitasking refers to the running of multiple independent computer programs on the same computer, giving the appearance that it is performing the tasks at the same time. Since most computers can do at most one or two things at one time, this is generally done via time-sharing, which means that each program uses a share of the computer's time to execute.
An operating system kernel contains a scheduling program which determines how much time each process spends executing, and in which order execution control should be passed to programs. Control is passed to a process by the kernel, which allows the program access to the CPU and memory. Later, control is returned to the kernel through some mechanism, so that another program may be allowed to use the CPU. This so-called passing of control between the kernel and applications is called a context switch.
An early model which governed the allocation of time to programs was called cooperative multitasking. In this model, when control is passed to a program by the kernel, it may execute for as long as it wants before explicitly returning control to the kernel. This means that a malicious or malfunctioning program may not only prevent any other programs from using the CPU, but it can hang the entire system if it enters an infinite loop.
Modern operating systems extend the concepts of application preemption to device drivers and kernel code, so that the operating system has preemptive control over internal run-times as well.
The philosophy governing preemptive multitasking is that of ensuring that all programs are given regular time on the CPU. This implies that all programs must be limited in how much time they are allowed to spend on the CPU without being interrupted. To accomplish this, modern operating system kernels make use of a timed interrupt. A protected mode timer is set by the kernel which triggers a return to supervisor mode after the specified time has elapsed. (See above sections on Interrupts and Dual Mode Operation.)
On many single user operating systems cooperative multitasking is perfectly adequate, as home computers generally run a small number of well tested programs. AmigaOS is an exception, having preemptive multitasking from its first version. Windows NT was the first version of Microsoft Windows which enforced preemptive multitasking, but it did not reach the home user market until Windows XP (since Windows NT was targeted at professionals).
==== Disk access and file systems ====
Access to data stored on disks is a central feature of all operating systems. Computers store data on disks using files, which are structured in specific ways in order to allow for faster access, higher reliability, and to make better use of the drive's available space. The specific way in which files are stored on a disk is called a file system, and enables files to have names and attributes. It also allows them to be stored in a hierarchy of directories or folders arranged in a directory tree.
Early operating systems generally supported a single type of disk drive and only one kind of file system. Early file systems were limited in their capacity, speed, and in the kinds of file names and directory structures they could use. These limitations often reflected limitations in the operating systems they were designed for, making it very difficult for an operating system to support more than one file system.
While many simpler operating systems support a limited range of options for accessing storage systems, operating systems like UNIX and Linux support a technology known as a virtual file system or VFS. An operating system such as UNIX supports a wide array of storage devices, regardless of their design or file systems, allowing them to be accessed through a common application programming interface (API). This makes it unnecessary for programs to have any knowledge about the device they are accessing. A VFS allows the operating system to provide programs with access to an unlimited number of devices with an infinite variety of file systems installed on them, through the use of specific device drivers and file system drivers.
A connected storage device, such as a hard drive, is accessed through a device driver. The device driver understands the specific language of the drive and is able to translate that language into a standard language used by the operating system to access all disk drives. On UNIX, this is the language of block devices.
When the kernel has an appropriate device driver in place, it can then access the contents of the disk drive in raw format, which may contain one or more file systems. A file system driver is used to translate the commands used to access each specific file system into a standard set of commands that the operating system can use to talk to all file systems. Programs can then deal with these file systems on the basis of filenames, and directories/folders, contained within a hierarchical structure. They can create, delete, open, and close files, as well as gather various information about them, including access permissions, size, free space, and creation and modification dates.
Various differences between file systems make supporting all file systems difficult. Allowed characters in file names, case sensitivity, and the presence of various kinds of file attributes makes the implementation of a single interface for every file system a daunting task. Operating systems tend to recommend using (and so support natively) file systems specifically designed for them; for example, NTFS in Windows and ReiserFS, Reiser4, ext3, ext4 and Btrfs in Linux. However, in practice, third party drivers are usually available to give support for the most widely used file systems in most general-purpose operating systems (for example, NTFS is available in Linux through NTFS-3g, and ext2/3 and ReiserFS are available in Windows through third-party software).
Support for file systems is highly varied among modern operating systems, although there are several common file systems which almost all operating systems include support and drivers for. Operating systems vary on file system support and on the disk formats they may be installed on. Under Windows, each file system is usually limited in application to certain media; for example, CDs must use ISO 9660 or UDF, and as of Windows Vista, NTFS is the only file system which the operating system can be installed on. It is possible to install Linux onto many types of file systems. Unlike other operating systems, Linux and UNIX allow any file system to be used regardless of the media it is stored in, whether it is a hard drive, a disc (CD, DVD...), a USB flash drive, or even contained within a file located on another file system.
==== Device drivers ====
A device driver is a specific type of computer software developed to allow interaction with hardware devices. Typically this constitutes an interface for communicating with the device, through the specific computer bus or communications subsystem that the hardware is connected to, providing commands to or receiving data from the device, and on the other end, the requisite interfaces to the operating system and software applications. It is a specialized hardware-dependent computer program which is also operating system specific that enables another program, typically an operating system or applications software package or computer program running under the operating system kernel, to interact transparently with a hardware device, and usually provides the requisite interrupt handling necessary for any necessary asynchronous time-dependent hardware interfacing needs.
The key design goal of device drivers is abstraction. Every model of hardware (even within the same class of device) is different. Newer models also are released by manufacturers that provide more reliable or better performance and these newer models are often controlled differently. Computers and their operating systems cannot be expected to know how to control every device, both now and in the future. To solve this problem, operating systems essentially dictate how every type of device should be controlled. The function of the device driver is then to translate these operating system mandated function calls into device specific calls. In theory a new device, which is controlled in a new manner, should function correctly if a suitable driver is available. This new driver ensures that the device appears to operate as usual from the operating system's point of view.
Under versions of Windows before Vista and versions of Linux before 2.6, all driver execution was co-operative, meaning that if a driver entered an infinite loop it would freeze the system. More recent revisions of these operating systems incorporate kernel preemption, where the kernel interrupts the driver to give it tasks, and then separates itself from the process until it receives a response from the device driver, or gives it more tasks to do.
=== Networking ===
Currently most operating systems support a variety of networking protocols, hardware, and applications for using them. This means that computers running dissimilar operating systems can participate in a common network for sharing resources such as computing, files, printers, and scanners using either wired or wireless connections. Networks can essentially allow a computer's operating system to access the resources of a remote computer to support the same functions as it could if those resources were connected directly to the local computer. This includes everything from simple communication, to using networked file systems or even sharing another computer's graphics or sound hardware. Some network services allow the resources of a computer to be accessed transparently, such as SSH which allows networked users direct access to a computer's command line interface.
Client/server networking allows a program on a computer, called a client, to connect via a network to another computer, called a server. Servers offer (or host) various services to other network computers and users. These services are usually provided through ports or numbered access points beyond the server's IP address. Each port number is usually associated with a maximum of one running program, which is responsible for handling requests to that port. A daemon, being a user program, can in turn access the local hardware resources of that computer by passing requests to the operating system kernel.
Many operating systems support one or more vendor-specific or open networking protocols as well, for example, SNA on IBM systems, DECnet on systems from Digital Equipment Corporation, and Microsoft-specific protocols (SMB) on Windows. Specific protocols for specific tasks may also be supported such as NFS for file access. Protocols like ESound, or esd can be easily extended over the network to provide sound from local applications, on a remote system's sound hardware.
=== Security ===
A computer being secure depends on a number of technologies working properly. A modern operating system provides access to a number of resources, which are available to software running on the system, and to external devices like networks via the kernel.The operating system must be capable of distinguishing between requests which should be allowed to be processed, and others which should not be processed. While some systems may simply distinguish between "privileged" and "non-privileged", systems commonly have a form of requester identity, such as a user name. To establish identity there may be a process of authentication. Often a username must be quoted, and each username may have a password. Other methods of authentication, such as magnetic cards or biometric data, might be used instead. In some cases, especially connections from the network, resources may be accessed with no authentication at all (such as reading files over a network share). Also covered by the concept of requester identity is authorization; the particular services and resources accessible by the requester once logged into a system are tied to either the requester's user account or to the variously configured groups of users to which the requester belongs.In addition to the allow or disallow model of security, a system with a high level of security also offers auditing options. These would allow tracking of requests for access to resources (such as, "who has been reading this file?"). Internal security, or security from an already running program is only possible if all possibly harmful requests must be carried out through interrupts to the operating system kernel. If programs can directly access hardware and resources, they cannot be secured.External security involves a request from outside the computer, such as a login at a connected console or some kind of network connection. External requests are often passed through device drivers to the operating system's kernel, where they can be passed onto applications, or carried out directly. Security of operating systems has long been a concern because of highly sensitive data held on computers, both of a commercial and military nature. The United States Government Department of Defense (DoD) created the Trusted Computer System Evaluation Criteria (TCSEC) which is a standard that sets basic requirements for assessing the effectiveness of security. This became of vital importance to operating system makers, because the TCSEC was used to evaluate, classify and select trusted operating systems being considered for the processing, storage and retrieval of sensitive or classified information.
Network services include offerings such as file sharing, print services, email, web sites, and file transfer protocols (FTP), most of which can have compromised security. At the front line of security are hardware devices known as firewalls or intrusion detection/prevention systems. At the operating system level, there are a number of software firewalls available, as well as intrusion detection/prevention systems. Most modern operating systems include a software firewall, which is enabled by default. A software firewall can be configured to allow or deny network traffic to or from a service or application running on the operating system. Therefore, one can install and be running an insecure service, such as Telnet or FTP, and not have to be threatened by a security breach because the firewall would deny all traffic trying to connect to the service on that port.
An alternative strategy, and the only sandbox strategy available in systems that do not meet the Popek and Goldberg virtualization requirements, is where the operating system is not running user programs as native code, but instead either emulates a processor or provides a host for a p-code based system such as Java.
Internal security is especially relevant for multi-user systems; it allows each user of the system to have private files that the other users cannot tamper with or read. Internal security is also vital if auditing is to be of any use, since a program can potentially bypass the operating system, inclusive of bypassing auditing.
=== User interface ===
Every computer that is to be operated by an individual requires a user interface. The user interface is usually referred to as a shell and is essential if human interaction is to be supported. The user interface views the directory structure and requests services from the operating system that will acquire data from input hardware devices, such as a keyboard, mouse or credit card reader, and requests operating system services to display prompts, status messages and such on output hardware devices, such as a video monitor or printer. The two most common forms of a user interface have historically been the command-line interface, where computer commands are typed out line-by-line, and the graphical user interface, where a visual environment (most commonly a WIMP) is present.
==== Graphical user interfaces ====
Most of the modern computer systems support graphical user interfaces (GUI), and often include them. In some computer systems, such as the original implementation of the classic Mac OS, the GUI is integrated into the kernel.
While technically a graphical user interface is not an operating system service, incorporating support for one into the operating system kernel can allow the GUI to be more responsive by reducing the number of context switches required for the GUI to perform its output functions. Other operating systems are modular, separating the graphics subsystem from the kernel and the Operating System. In the 1980s UNIX, VMS and many others had operating systems that were built this way. Linux and macOS are also built this way. Modern releases of Microsoft Windows such as Windows Vista implement a graphics subsystem that is mostly in user-space; however the graphics drawing routines of versions between Windows NT 4.0 and Windows Server 2003 exist mostly in kernel space. Windows 9x had very little distinction between the interface and the kernel.
Many computer operating systems allow the user to install or create any user interface they desire. The X Window System in conjunction with GNOME or KDE Plasma 5 is a commonly found setup on most Unix and Unix-like (BSD, Linux, Solaris) systems. A number of Windows shell replacements have been released for Microsoft Windows, which offer alternatives to the included Windows shell, but the shell itself cannot be separated from Windows.
Numerous Unix-based GUIs have existed over time, most derived from X11. Competition among the various vendors of Unix (HP, IBM, Sun) led to much fragmentation, though an effort to standardize in the 1990s to COSE and CDE failed for various reasons, and were eventually eclipsed by the widespread adoption of GNOME and K Desktop Environment. Prior to free software-based toolkits and desktop environments, Motif was the prevalent toolkit/desktop combination (and was the basis upon which CDE was developed).
Graphical user interfaces evolve over time. For example, Windows has modified its user interface almost every time a new major version of Windows is released, and the Mac OS GUI changed dramatically with the introduction of Mac OS X in 1999.
== Real-time operating systems ==
A real-time operating system (RTOS) is an operating system intended for applications with fixed deadlines (real-time computing). Such applications include some small embedded systems, automobile engine controllers, industrial robots, spacecraft, industrial control, and some large-scale computing systems.
An early example of a large-scale real-time operating system was Transaction Processing Facility developed by American Airlines and IBM for the Sabre Airline Reservations System.
Embedded systems that have fixed deadlines use a real-time operating system such as VxWorks, PikeOS, eCos, QNX, MontaVista Linux and RTLinux. Windows CE is a real-time operating system that shares similar APIs to desktop Windows but shares none of desktop Windows' codebase. Symbian OS also has an RTOS kernel (EKA2) starting with version 8.0b.
Some embedded systems use operating systems such as Palm OS, BSD, and Linux, although such operating systems do not support real-time computing.
== Operating system development as a hobby ==
A hobby operating system may be classified as one whose code has not been directly derived from an existing operating system, and has few users and active developers.In some cases, hobby development is in support of a "homebrew" computing device, for example, a simple single-board computer powered by a 6502 microprocessor. Or, development may be for an architecture already in widespread use. Operating system development may come from entirely new concepts, or may commence by modeling an existing operating system. In either case, the hobbyist is her/his own developer, or may interact with a small and sometimes unstructured group of individuals who have like interests.
Examples of a hobby operating system include Syllable and TempleOS.
== Diversity of operating systems and portability ==
If an application is written for use on a specific operating system, and is ported to another OS, the functionality required by that application may be implemented differently by that OS (the names of functions, meaning of arguments, etc.) requiring the application to be adapted, changed, or otherwise maintained.
This cost in supporting operating systems diversity can be avoided by instead writing applications against software platforms such as Java or Qt. These abstractions have already borne the cost of adaptation to specific operating systems and their system libraries.
Another approach is for operating system vendors to adopt standards. For example, POSIX and OS abstraction layers provide commonalities that reduce porting costs.
== Market share ==
== See also ==
== Notes ==
== References ==
== Further reading ==
== External links ==
Operating Systems at Curlie
Multics History and the history of operating systems
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Morocco
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Morocco ( ), officially the Kingdom of Morocco, is a country in the Maghreb region of North Africa. It overlooks the Mediterranean Sea to the north and the Atlantic Ocean to the west, and has land borders with Algeria to the east, and the disputed territory of Western Sahara to the south. Morocco also claims the Spanish exclaves of Ceuta, Melilla and Peñón de Vélez de la Gomera, and several small Spanish-controlled islands off its coast. It spans an area of 446,300 km2 (172,300 sq mi) or 710,850 km2 (274,460 sq mi), with a population of roughly 37 million. Its official and predominant religion is Islam, and the official languages are Arabic and Berber; French and the Moroccan dialect of Arabic are also widely spoken. Moroccan identity and culture is a mix of Arab, Berber, African and European cultures. Its capital is Rabat, while its largest city is Casablanca.The region constituting Morocco has been inhabited since the Paleolithic era over 300,000 years ago, and the first Moroccan state was established by Idris I in 788. It was subsequently ruled by a series of independent dynasties, reaching its zenith as a regional power in the 11th and 12th centuries, under the Almoravid and Almohad dynasties, when it controlled most of the Iberian Peninsula and the Maghreb. Centuries of Arab migration to the Maghreb since the 7th century shifted the demographic scope of Morocco. In the 15th and 16th centuries, Morocco faced external threats to its sovereignty, with Portugal seizing some territory and the Ottoman Empire encroaching from the east. The Marinid and Saadi dynasties otherwise resisted foreign domination, and Morocco was the only North African nation to escape Ottoman dominion. The 'Alawi dynasty, which rules the country to this day, seized power in 1631, and over the next two centuries expanded diplomatic and commercial relations with the Western world. Morocco's strategic location near the mouth of the Mediterranean drew renewed European interest; in 1912, France and Spain divided the country into respective protectorates, reserving an international zone in Tangier. Following intermittent riots and revolts against colonial rule, in 1956, Morocco regained its independence and reunified.
Since independence, Morocco has remained relatively stable. It has the fifth-largest economy in Africa and wields significant influence in both Africa and the Arab world; it is considered a middle power in global affairs and holds membership in the Arab League, the Arab Maghreb Union, the Union for the Mediterranean, and the African Union. Morocco is a unitary semi-constitutional monarchy with an elected parliament. The executive branch is led by the King of Morocco and the prime minister, while legislative power is vested in the two chambers of parliament: the House of Representatives and the House of Councillors. Judicial power rests with the Constitutional Court, which may review the validity of laws, elections, and referendums. The king holds vast executive and legislative powers, especially over the military, foreign policy and religious affairs; he can issue decrees called dahirs, which have the force of law, and can also dissolve the parliament after consulting the prime minister and the president of the constitutional court.
Morocco claims ownership of the non-self-governing territory of Western Sahara, which it has designated its Southern Provinces. In 1975, after Spain agreed to decolonise the territory and cede its control to Morocco and Mauritania, a guerrilla war broke out between those powers and some of the local inhabitants. In 1979, Mauritania relinquished its claim to the area, but the war continued to rage. In 1991, a ceasefire agreement was reached, but the issue of sovereignty remained unresolved. Today, Morocco occupies two-thirds of the territory, and efforts to resolve the dispute have thus far failed to break the political deadlock.
== Etymology ==
Morocco's modern official Arabic name al-Mamlakah al-Maghribiyyah (المملكة المغربية) may best be translated as 'The Kingdom of the Western Place'.
Historically, the territory has been part of what the Muslim geographers referred to as al-Maghrib al-Aqṣā (المغرب الأقصى, 'the Farthest West [of the Islamic world]' designating roughly the area from Tiaret to the Atlantic) in contrast with neighbouring regions of al-Maghrib al-Awsaṭ (المغرب الأوسط, 'the Middle West': Tripoli to Béjaïa) and al-Maghrib al-Adná (المغرب الأدنى, 'the Nearest West': Alexandria to Tripoli). Morocco has also been referred to politically by a variety of terms denoting the Sharifi heritage of the Alawi dynasty, such as al-Iyālah ash-Sharīfah (الإيالة الشريفة) or al-Imbarāṭūriyyah ash-Sharīfah (الإمبراطورية الشريفة), rendered in French as l'Empire chérifien and in English as the 'Sharifian Empire'.The word Morocco is derived from the name of the city of Marrakesh, which was its capital under the Almoravid dynasty, the Almohad Caliphate, and the Saadian dynasty. The origin of the name Marrakesh is disputed, but it most likely comes from the Berber phrase amur n Yakuš, where amur can have the meanings "part, lot, promise, protection" and Yakuš (and its variants Yuš and Akuš) means "God". The expression amur n Ṛebbi where Ṛebbi is another word for God (borrowed from Arabic رَبِّي (rabbī) "My Lord") means "divine protection". The modern Berber name for Marrakesh is Mṛṛakc (in the Berber Latin script). In Turkish, Morocco is known as Fas, a name derived from its ancient capital of Fes. However, in other parts of the Islamic world, for example in Egyptian and Middle Eastern Arabic literature before the mid-20th century, the name commonly used to refer to Morocco was Murrakush (مراكش).That name is still used for the nation today in some languages, including Persian, Urdu, and Punjabi. The English name Morocco is an anglicisation of the Spanish name for the country, Marruecos. That Spanish name was also the basis for the old Tuscan word for the country, Morrocco, from which the modern Italian word for the country, Marocco, is derived.
== History ==
=== Prehistory and antiquity ===
The area of present-day Morocco has been inhabited since at least Paleolithic times, beginning sometime between 190,000 and 90,000 BC. A recent publication has suggested that there is evidence for even earlier human habitation of the area: Homo sapiens fossils that had been discovered in the late 2000s near the Atlantic coast in Jebel Irhoud were recently dated to roughly 315,000 years ago. During the Upper Paleolithic, the Maghreb was more fertile than it is today, resembling a savanna, in contrast to its modern arid landscape. Twenty-two thousand years ago, the Aterian culture was succeeded by the Iberomaurusian culture, which shared similarities with Iberian cultures. Skeletal similarities have been suggested between the human remains found at Iberomaurusian "Mechta-Afalou" burial sites and European Cro-Magnon remains. The Iberomaurusian culture was succeeded by the Beaker culture in Morocco.
Mitochondrial DNA studies have discovered a close ancestral link between Berbers and the Saami of Scandinavia. This evidence supports the theory that some of the peoples who had been living in the Franco-Cantabrian refuge area of southwestern Europe during the late-glacial period migrated to northern Europe, contributing to its repopulation after the last ice age.In the early part of Classical Antiquity, Northwest Africa and Morocco were slowly drawn into the wider emerging Mediterranean world by the Phoenicians, who established trading colonies and settlements there, the most substantial of which were Chellah, Lixus, and Mogador. Mogador was established as a Phoenician colony as early as the 6th century BC.
Morocco later became a realm of the Northwest African civilisation of ancient Carthage, and part of the Carthaginian empire. The earliest known independent Moroccan state was the Berber kingdom of Mauretania, under King Baga. This ancient kingdom (not to be confused with the modern state of Mauritania) flourished around 225 BC or earlier. Mauretania became a client kingdom of the Roman Empire in 33 BC. Emperor Claudius annexed Mauretania directly in 44 AD, making it a Roman province ruled by an imperial governor (either a procurator Augusti, or a legatus Augusti pro praetore).
During the Crisis of the Third Century, parts of Mauretania were reconquered by Berbers. By the late 3rd century, direct Roman rule had become confined to a few coastal cities, such as Septum (Ceuta) in Mauretania Tingitana and Cherchell in Mauretania Caesariensis. When, in 429 AD, the area was devastated by the Vandals, the Roman Empire lost its remaining possessions in Mauretania, and local Mauro-Roman kings assumed control of them. In the 530s, the Eastern Roman Empire, under Byzantine control, re-established direct imperial rule of Septum and Tingi, fortified Tingis and erected a church.
=== Foundation and dynasties ===
The Muslim conquest of the Maghreb, which started in the middle of the 7th century, was achieved by the Umayyad Caliphate early into the following century. It brought both the Arabic language and Islam to the area. Although part of the larger Islamic Empire, Morocco was initially organized as a subsidiary province of Ifriqiya, with the local governors appointed by the Muslim governor in Kairouan. Centuries of Arab migration to the Maghreb since the 7th century shifted the demographic scope of Morocco.
The indigenous Berber tribes adopted Islam, but retained their customary laws. They also paid taxes and tribute to the new Muslim administration. The first independent Muslim state in the area of modern Morocco was the Kingdom of Nekor, an emirate in the Rif Mountains. It was founded by Salih I ibn Mansur in 710, as a client state to the Umayyad Caliphate. After the outbreak of the Berber Revolt in 739, the Berbers formed other independent states such as the Miknasa of Sijilmasa and the Barghawata.
The founder of the Idrisid dynasty and the great-grandson of Hasan ibn Ali, Idris ibn Abdallah, had fled to Morocco after the Abbasids' massacre of his family in the Hejaz. He convinced the Awraba Berber tribes to break their allegiance to the distant Abbasid caliphs and he founded the Idrisid dynasty in 788. The Idrisids established Fes as their capital and Morocco became a centre of Muslim learning and a major regional power. The Idrisids were ousted in 927 by the Fatimid Caliphate and their Miknasa allies. After Miknasa broke off relations with the Fatimids in 932, they were removed from power by the Maghrawa of Sijilmasa in 980.
From the 11th century onwards, a series of Berber dynasties arose. Under the Sanhaja Almoravid dynasty and the Masmuda Almohad dynasty, Morocco dominated the Maghreb, al-Andalus in Iberia, and the western Mediterranean region. From the 13th century onwards the country saw a massive migration of the Banu Hilal Arab tribes. In the 13th and 14th centuries the Zenata Berber Marinids held power in Morocco and strove to replicate the successes of the Almohads through military campaigns in Algeria and Spain. They were followed by the Wattasids. In the 15th century, the Reconquista ended Muslim rule in Iberia and many Muslims and Jews fled to Morocco.Portuguese efforts to control the Atlantic sea trade in the 15th century did not greatly affect the interior of Morocco even though they managed to control some possessions on the Moroccan coast but not venturing further afield inland.
In 1549, the region fell to successive Arab dynasties claiming descent from the Islamic prophet, Muhammad: first the Sharifian Saadi dynasty who ruled from 1549 to 1659, and then the Alaouite dynasty, who remain in power since the 17th century. Morocco faced aggression from Spain in the north, and the Ottoman Empire's allies pressing westward.
Under the Saadi dynasty, the country ended the Aviz dynasty of Portugal at the Battle of Alcácer Quibir in 1578. The reign of Ahmad al-Mansur brought new wealth and prestige to the Sultanate, and a large expedition to West Africa inflicted a crushing defeat on the Songhay Empire in 1591. However, managing the territories across the Sahara proved too difficult. After the death of al-Mansur, the country was divided among his sons.
After a period of political fragmentation and conflict during the decline of the Saadi dynasty, Morocco was finally reunited by the 'Alawi (or Alaouite) sultan al-Rashid in the late 1660s, who took Fez in 1666 and Marrakesh in 1668.: 230 : 225 The 'Alawis succeeded in stabilising their position, and while the kingdom was smaller than previous ones in the region, it remained quite wealthy. Against the opposition of local tribes Ismail Ibn Sharif (1672–1727) began to create a unified state. With his Jaysh d'Ahl al-Rif (the Riffian Army) he re-occupied Tangier from the English who had abandoned it in 1684 and drove the Spanish from Larache in 1689. Portuguese abandoned Mazagão, their last territory in Morocco, in 1769. However, the siege of Melilla against the Spanish ended in defeat in 1775.
Morocco was the first nation to recognise the fledgling United States as an independent nation in 1777. In the beginning of the American Revolution, American merchant ships in the Atlantic Ocean were subject to attacks by other fleets. On 20 December 1777, Morocco's Sultan Mohammed III declared that American merchant ships would be under the protection of the sultanate and could thus enjoy safe passage. The Moroccan–American Treaty of Friendship, signed in 1786, stands as the U.S.'s oldest non-broken friendship treaty.
=== French and Spanish protectorates ===
As Europe industrialised, Northwest Africa was increasingly prized for its potential for colonisation. France showed a strong interest in Morocco as early as 1830, not only to protect the border of its Algerian territory, but also because of the strategic position of Morocco with coasts on the Mediterranean and the open Atlantic. In 1860, a dispute over Spain's Ceuta enclave led Spain to declare war. Victorious Spain won a further enclave and an enlarged Ceuta in the settlement. In 1884, Spain created a protectorate in the coastal areas of Morocco.
In 1904, France and Spain carved out zones of influence in Morocco. Recognition by the United Kingdom of France's sphere of influence provoked a strong reaction from the German Empire; and a crisis loomed in 1905. The matter was resolved at the Algeciras Conference in 1906. The Agadir Crisis of 1911 increased tensions between European powers. The 1912 Treaty of Fez made Morocco a protectorate of France, and triggered the 1912 Fez riots. Spain continued to operate its coastal protectorate. By the same treaty, Spain assumed the role of protecting power over the northern coastal and southern Saharan zones.Tens of thousands of colonists entered Morocco. Some bought up large amounts of rich agricultural land, while others organised the exploitation and modernisation of mines and harbours. Interest groups that formed among these elements continually pressured France to increase its control over Morocco – a control which was also made necessary by the continuous wars among Moroccan tribes, part of which had taken sides with the French since the beginning of the conquest. The French colonial administrator, Governor general Marshal Hubert Lyautey, sincerely admired Moroccan culture and succeeded in imposing a joint Moroccan-French administration, while creating a modern school system. Several divisions of Moroccan soldiers (Goumiers or regular troops and officers) served in the French army in both World War I and World War II, and in the Spanish Nationalist Army in the Spanish Civil War and after (Regulares). The institution of slavery was abolished in 1925.Between 1921 and 1926, an uprising in the Rif Mountains, led by Abd el-Krim, led to the establishment of the Republic of the Rif. The Spanish used anti-civilian bombing raids and mustard gas to prevent the Rif republic from independence. They lost more than 13,000 soldiers at Annual in July–August 1921 alone. The Riffi were eventually suppressed by 1927 by the Franco-Spanish military. The casualties on the Spanish-French side were 52,000 and from the Riffi 10,000 died.
In 1943, the Istiqlal Party (Independence Party) was founded to press for independence, with discreet US support. Moroccan nationalists drew heavily on transnational activist networks for lobbying to end colonial rule, primarily at the United Nations. The Istiqlal Party subsequently provided most of the leadership for the nationalist movement.
France's exile of Sultan Mohammed V in 1953 to Madagascar and his replacement by the unpopular Mohammed Ben Aarafa sparked active opposition to the French and Spanish protectorates. The most notable violence occurred in Oujda where Moroccans attacked French and other European residents in the streets. France allowed Mohammed V to return in 1955, and the negotiations that led to Moroccan independence began the following year. In March 1956 Morocco regained its independence from France as the Kingdom of Morocco. A month later Spain forsook its protectorate in Northern Morocco to the new state but kept its two coastal enclaves (Ceuta and Melilla) on the Mediterranean coast which dated from earlier conquests, but on which Morocco still claims sovereignty to this day.
=== Post-independence ===
Sultan Mohammed became King in 1957. Upon the death of Mohammed V, Hassan II became King of Morocco on 3 March 1961. Morocco held its first general elections in 1963. However, Hassan declared a state of emergency and suspended parliament in 1965. In 1971 and 1972, there were two failed attempts to depose the king and establish a republic. A truth commission set up in 2005 to investigate human rights abuses during his reign confirmed nearly 10,000 cases, ranging from death in detention to forced exile. Some 592 people were recorded killed during Hassan's rule according to the truth commission.
In 1963, the Sand War was fought between Algerian and Moroccan troops over Moroccan claims to parts of Algerian territory. A formal peace agreement was signed in February 1964; however, relations remained strained between the two countries following the conflict. The Spanish enclave of Ifni in the south was returned to Morocco in 1969.The Polisario movement was formed in 1973, with the aim of establishing an independent state in the Spanish Sahara. On 6 November 1975, King Hassan asked for volunteers to cross into the Spanish Sahara. Some 350,000 civilians were reported as being involved in the "Green March". A month later, Spain agreed to leave the Spanish Sahara, soon to become Western Sahara, and to transfer it to joint Moroccan-Mauritanian control, despite the objections and threats of military intervention by Algeria. Moroccan forces occupied the territory.Moroccan and Algerian troops soon clashed in Western Sahara. Morocco and Mauritania divided up Western Sahara. Fighting between the Moroccan military and Polisario forces continued for many years. The prolonged war was a considerable financial drain on Morocco. In 1983, Hassan cancelled planned elections amid political unrest and economic crisis. In 1984, Morocco left the Organisation of African Unity in protest at the SADR's admission to the body. Polisario claimed to have killed more than 5,000 Moroccan soldiers between 1982 and 1985. Algerian authorities have estimated the number of Sahrawi refugees in Algeria to be 165,000. Diplomatic relations with Algeria were restored in 1988. In 1991, a UN-monitored ceasefire began in Western Sahara, but the territory's status remains undecided and ceasefire violations are reported. The following decade saw much wrangling over a proposed referendum on the future of the territory but the deadlock was not broken.
Political reforms in the 1990s resulted in the establishment of a bicameral legislature with Morocco's first opposition-led government coming to power. King Hassan II died in 1999 and was succeeded by his son, Mohammed VI. He is a cautious moderniser who has introduced some economic and social liberalisation. Mohammed VI paid a controversial visit to the Western Sahara in 2002. Morocco unveiled an autonomy blueprint for Western Sahara to the United Nations in 2007. The Polisario rejected the plan and put forward its own proposal. Morocco and the Polisario Front held UN-sponsored talks in New York City but failed to come to any agreement. In 2010, security forces stormed a protest camp in the Western Sahara, triggering violent demonstrations in the regional capital El Aaiún.
In 2002, Morocco and Spain agreed to a US-brokered resolution over the disputed island of Perejil. Spanish troops had taken the normally uninhabited island after Moroccan soldiers landed on it and set up tents and a flag. There were renewed tensions in 2005, as dozens of African migrants stormed the borders of the Spanish enclaves of Melilla and Ceuta. In response, Spain deported dozens of the illegal migrants to Morocco from Melilla. In 2006, the Spanish Premier Zapatero visited Spanish enclaves. He was the first Spanish leader in 25 years to make an official visit to the territories. The following year, Spanish King Juan Carlos I visited Ceuta and Melilla, further angering Morocco which demanded control of the enclaves.During the 2011–2012 Moroccan protests, thousands of people rallied in Rabat and other cities calling for political reform and a new constitution curbing the powers of the king. In July 2011, the King won a landslide victory in a referendum on a reformed constitution he had proposed to placate the Arab Spring protests. In the first general elections that followed, the moderate Islamist Justice and Development Party won a plurality of seats, with Abdelilah Benkirane being designated as head of government per the new constitution. Despite the reforms made by Mohammed VI, demonstrators continued to call for deeper reforms. Hundreds took part in a trade union rally in Casablanca in May 2012. Participants accused the government of failing to deliver on reforms.On 10 December 2020, Israel–Morocco normalization agreement was announced and Morocco announced its intention to resume diplomatic relations with Israel. Joint Declaration of the Kingdom of Morocco, the United States of America and the State of Israel was signed on 22 December 2020.On 24 August 2021, neighbouring Algeria cut diplomatic relations with Morocco, accusing Morocco of supporting a separatist group and hostile actions against Algeria. Morocco called the decision unjustified.On 8 September 2023, a 6.8 magnitude earthquake hit Morocco killing more than 2,800 people and injuring thousands. The epicentre of the quake was around 70 km southwest of city of Marrakech.
== Geography ==
Morocco has a coast by the Atlantic Ocean that reaches past the Strait of Gibraltar into the Mediterranean Sea. It is bordered by Spain to the north (a water border through the Strait and land borders with three small Spanish-controlled exclaves, Ceuta, Melilla, and Peñón de Vélez de la Gomera), Algeria to the east, and Western Sahara to the south. Since Morocco controls most of Western Sahara, its de facto southern boundary is with Mauritania.The internationally recognised borders of the country lie between latitudes 27° and 36°N, and longitudes 1° and 14°W. Adding Western Sahara, Morocco lies mostly between 21° and 36°N, and 1° and 17°W (the Ras Nouadhibou peninsula is slightly south of 21° and west of 17°).The geography of Morocco spans from the Atlantic Ocean, to mountainous areas, to the Sahara desert. Morocco is a Northern African country, bordering the North Atlantic Ocean and the Mediterranean Sea, between Algeria and the annexed Western Sahara. It is one of only three nations (along with Spain and France) to have both Atlantic and Mediterranean coastlines.A large part of Morocco is mountainous. The Atlas Mountains are located mainly in the centre and the south of the country. The Rif Mountains are located in the north of the country. Both ranges are mainly inhabited by the Berber people. At 446,550 km2 (172,414 sq mi), Morocco excluding Western Sahara is the fifty-seventh largest country in the world. Algeria borders Morocco to the east and southeast, though the border between the two countries has been closed since 1994.Spanish territory in Northwest Africa neighbouring Morocco comprises five enclaves on the Mediterranean coast: Ceuta, Melilla, Peñón de Vélez de la Gomera, Peñón de Alhucemas, the Chafarinas islands, and the disputed islet Perejil. Off the Atlantic coast the Canary Islands belong to Spain, whereas Madeira to the north is Portuguese. To the north, Morocco is bordered by the Strait of Gibraltar, where international shipping has unimpeded transit passage between the Atlantic and Mediterranean.
The Rif mountains stretch over the region bordering the Mediterranean from the north-west to the north-east. The Atlas Mountains run down the backbone of the country, from the northeast to the southwest. Most of the southeast portion of the country is in the Sahara Desert and as such is generally sparsely populated and unproductive economically. Most of the population lives to the north of these mountains, while to the south lies the Western Sahara, a former Spanish colony that was annexed by Morocco in 1975 (see Green March). Morocco claims that the Western Sahara is part of its territory and refers to that as its Southern Provinces.Morocco's capital city is Rabat; its largest city is its main port, Casablanca. Other cities recording a population over 500,000 in the 2014 Moroccan census are Fes, Marrakesh, Meknes, Salé and Tangier.Morocco is represented in the ISO 3166-1 alpha-2 geographical encoding standard by the symbol MA. This code was used as the basis for Morocco's internet domain, .ma.
=== Climate ===
In terms of area, Morocco is comprised predominantly of "hot summer Mediterranean climate" (Csa) and "hot desert climate" (BWh) zones.Central mountain ranges and the effects of the cold Canary Current, off the Atlantic coast, are significant factors in Morocco's relatively large variety of vegetation zones, ranging from lush forests in the northern and central mountains, giving way to steppe, semi-arid and desert areas in the eastern and southern regions. The Moroccan coastal plains experience remarkably moderate temperatures even in summer. On the whole, this range of climates is similar to that of Southern California.In the Rif, Middle and High Atlas Mountains, there exist several different types of climates: Mediterranean along the coastal lowlands, giving way to a humid temperate climate at higher elevations with sufficient moisture to allow for the growth of different species of oaks, moss carpets, junipers, and Atlantic fir which is a royal conifer tree endemic to Morocco. In the valleys, fertile soils and high precipitation allow for the growth of thick and lush forests. Cloud forests can be found in the west of the Rif Mountains and Middle Atlas Mountains. At higher elevations, the climate becomes alpine in character, and can sustain ski resorts.Southeast of the Atlas mountains, near the Algerian borders, the climate becomes very dry, with long and hot summers. Extreme heat and low moisture levels are especially pronounced in the lowland regions east of the Atlas range due to the rain shadow effect of the mountain system. The southeasternmost portions of Morocco are very hot, and include portions of the Sahara desert, where vast swathes of sand dunes and rocky plains are dotted with lush oases.In contrast to the Sahara region in the south, coastal plains are fertile in the central and northern regions of the country, and comprise the backbone of the country's agriculture, in which 95% of the population live. The direct exposure to the North Atlantic Ocean, the proximity to mainland Europe and the long stretched Rif and Atlas mountains are the factors of the rather European-like climate in the northern half of the country. That makes Morocco a country of contrasts. Forested areas cover about 12% of the country while arable land accounts for 18%. Approximately 5% of Moroccan land is irrigated for agricultural use.
In general, apart from the southeast regions (pre-Saharan and desert areas), Morocco's climate and geography are very similar to the Iberian peninsula. Thus Morocco has the following climate zones:
Mediterranean: Dominates the coastal Mediterranean regions of the country, along the (500 km strip), and some parts of the Atlantic coast. Summers are hot to moderately hot and dry, average highs are between 29 °C (84.2 °F) and 32 °C (89.6 °F). Winters are generally mild and wet, daily average temperatures hover around 9 °C (48.2 °F) to 11 °C (51.8 °F), and average low are around 5 °C (41.0 °F) to 8 °C (46.4 °F), typical to the coastal areas of the west Mediterranean. Annual Precipitation in this area vary from 600 to 800 mm in the west to 350–500 mm in the east. Notable cities that fall into this zone are Tangier, Tetouan, Al Hoceima, Nador and Safi.
Sub-Mediterranean: It influences cities that show Mediterranean characteristics, but remain fairly influenced by other climates owing to their either relative elevation, or direct exposure to the North Atlantic Ocean. We thus have two main influencing climates:Oceanic: Determined by the cooler summers, where highs are around 27 °C (80.6 °F) and in terms of the Essaouira region, are almost always around 21 °C (69.8 °F). The medium daily temperatures can get as low as 19 °C (66.2 °F), while winters are chilly to mild and wet. Annual precipitation varies from 400 to 700 mm. Notable cities that fall into this zone are Rabat, Casablanca, Kénitra, Salé and Essaouira.Continental: Determined by the bigger gap between highs and lows, that results in hotter summers and colder winters, than found in typical Mediterranean zones. In summer, daily highs can get as high as 40 °C (104.0 °F) during heat waves, but usually are between 32 °C (89.6 °F) and 36 °C (96.8 °F). However, temperatures drop as the sun sets. Night temperatures usually fall below 20 °C (68.0 °F), and sometimes as low as 10 °C (50.0 °F) in mid-summer. Winters are cooler, and can get below the freezing point multiple times between December and February. Also, snow can fall occasionally. Fès for example registered −8 °C (17.6 °F) in winter 2005. Annual precipitation varies between 500 and 900 mm. Notable cities are Fès, Meknès, Chefchaouen, Beni-Mellal and Taza.Continental: Dominates the mountainous regions of the north and central parts of the country, where summers are hot to very hot, with highs between 32 °C (89.6 °F) and 36 °C (96.8 °F). Winters on the other hand are cold, and lows usually go beyond the freezing point. And when cold damp air comes to Morocco from the northwest, for a few days, temperatures sometimes get below −5 °C (23.0 °F). It often snows abundantly in this part of the country. Precipitation varies between 400 and 800 mm. Notable cities are Khenifra, Imilchil, Midelt and Azilal.
Alpine: Found in some parts of the Middle Atlas Mountain range and the eastern part of the High Atlas Mountain range. Summers are very warm to moderately hot, and winters are longer, cold and snowy. Precipitation varies between 400 and 1200 mm. In summer highs barely go above 30 °C (86.0 °F), and lows are cool and average below 15 °C (59.0 °F). In winters, highs average around 8 °C (46.4 °F), and lows go well below the freezing point. In this part of country, there are many ski resorts, such as Oukaimeden and Mischliefen. Notable cities are Ifrane, Azrou and Boulmane.
Semi-arid: This type of climate is found in the south of the country and some parts of the east of the country, where rainfall is lower and annual precipitations are between 200 and 350 mm. However, one usually finds Mediterranean characteristics in those regions, such as the precipitation pattern and thermal attributes. Notable cities are Agadir, Marrakesh and Oujda.South of Agadir and east of Jerada near the Algerian borders, arid and desert climate starts to prevail.
Due to Morocco's proximity to the Sahara desert and the North Sea of the Atlantic Ocean, two phenomena occur to influence the regional seasonal temperatures, either by raising temperatures by 7–8 degrees Celsius when sirocco blows from the east creating heatwaves, or by lowering temperatures by 7–8 degrees Celsius when cold damp air blows from the northwest, creating a coldwave or cold spell. However, these phenomena do not last for more than two to five days on average.Countries or regions that share the same climatic characteristics with Morocco are Portugal, Spain and Algeria and the U.S. state of California.
Climate change is expected to significantly impact Morocco on multiple dimensions. As a coastal country with hot and arid climates, environmental impacts are likely to be wide and varied. As of the 2019 Climate Change Performance Index, Morocco was ranked second in preparedness behind Sweden.
=== Biodiversity ===
Morocco has a wide range of biodiversity. It is part of the Mediterranean basin, an area with exceptional concentrations of endemic species undergoing rapid rates of habitat loss, and is therefore considered to be a hotspot for conservation priority. Avifauna are notably variant. The avifauna of Morocco includes a total of 454 species, five of which have been introduced by humans, and 156 are rarely or accidentally seen.The Barbary lion, hunted to extinction in the wild, was a subspecies native to Morocco and is a national emblem. The last Barbary lion in the wild was shot in the Atlas Mountains in 1922. The other two primary predators of northern Africa, the Atlas bear and Barbary leopard, are now extinct and critically endangered, respectively. Relic populations of the West African crocodile persisted in the Draa river until the 20th century.The Barbary macaque, a primate endemic to Morocco and Algeria, is also facing extinction due to offtake for trade human interruption, urbanisation, wood and real estate expansion that diminish forested area – the macaque's habitat.
Trade of animals and plants for food, pets, medicinal purposes, souvenirs and photo props is common across Morocco, despite laws making much of it illegal. This trade is unregulated and causing unknown reductions of wild populations of native Moroccan wildlife. Because of the proximity of northern Morocco to Europe, species such as cacti, tortoises, mammal skins, and high-value birds (falcons and bustards) are harvested in various parts of the country and exported in appreciable quantities, with especially large volumes of eel harvested – 60 tons exported to the Far East in the period 2009‒2011.Morocco is home to six terrestrial ecoregions: Mediterranean conifer and mixed forests, Mediterranean High Atlas juniper steppe, Mediterranean acacia-argania dry woodlands and succulent thickets, Mediterranean dry woodlands and steppe, Mediterranean woodlands and forests, and North Saharan steppe and woodlands. It had a 2019 Forest Landscape Integrity Index mean score of 6.74/10, ranking it 66th globally out of 172 countries.
== Politics ==
According to the 2022 Economist Democracy Index, Morocco is ruled under a hybrid regime, scoring #3 in the Middle East and North Africa, and #95 in the world. Morocco has a "difficult" ranking on the 2023 World Press Freedom Index.Following the March 1998 elections, a coalition government headed by opposition socialist leader Abderrahmane Youssoufi and composed largely of ministers drawn from opposition parties, was formed. Prime Minister Youssoufi's government was the first ever government drawn primarily from opposition parties, and also represents the first opportunity for a coalition of socialists, left-of-centre, and nationalist parties to be included in the government until October 2002. It was also the first time in the modern political history of the Arab world that the opposition assumed power following an election. The current government is headed by Aziz Akhannouch.
The Constitution of Morocco provides for a monarchy with a Parliament and an independent judiciary. With the 2011 constitutional reforms, the King of Morocco retains less executive powers whereas those of the prime minister have been enlarged.The constitution grants the king honorific powers (among other powers); he is both the secular political leader and the "Commander of the Faithful" as a direct descendant of the Prophet Mohammed. He presides over the Council of Ministers; appoints the Prime Minister from the political party that has won the most seats in the parliamentary elections, and on recommendations from the latter, appoints the members of the government.
The constitution of 1996 theoretically allowed the king to terminate the tenure of any minister, and after consultation with the heads of the higher and lower Assemblies, to dissolve the Parliament, suspend the constitution, call for new elections, or rule by decree. The only time this happened was in 1965. The King is formally the commander-in-chief of the armed forces.
=== Legislative branch ===
Since the constitutional reform of 1996, the bicameral legislature consists of two chambers. The Assembly of Representatives of Morocco (Majlis an-Nuwwâb/Assemblée des Répresentants) has 325 members elected for a five-year term, 295 elected in multi-seat constituencies and 30 in national lists consisting only of women. The Assembly of Councillors (Majlis al-Mustasharin) has 270 members, elected for a nine-year term, elected by local councils (162 seats), professional chambers (91 seats) and wage-earners (27 seats).The Parliament's powers, though still relatively limited, were expanded under the 1992 and 1996 and even further in the 2011 constitutional revisions and include budgetary matters, approving bills, questioning ministers, and establishing ad hoc commissions of inquiry to investigate the government's actions. The lower chamber of Parliament may dissolve the government through a vote of no confidence.The latest parliamentary elections were held on 8 September 2021. Voter turnout in these elections was estimated to be 50.35% of registered voters.
=== Military ===
Morocco's military consists of the Royal Armed Forces—this includes the Army (the largest branch), the Navy, the Air Force, the Royal Guard, the Royal Gendarmerie and the Auxiliary Forces. Internal security is generally effective, and acts of political violence are rare (with one exception, the 2003 Casablanca bombings which killed 45 people).
The UN maintains a small observer force in Western Sahara, where a large number of Moroccan troops are stationed. The Sahrawi Polisario Front maintains an active militia of an estimated 5,000 fighters in Western Sahara and has engaged in intermittent warfare with Moroccan forces since the 1970s.
=== Foreign relations ===
Morocco is a member of the United Nations and belongs to the African Union (AU), Arab League, Arab Maghreb Union (UMA), Organisation of Islamic Cooperation (OIC), the Non-Aligned Movement and the Community of Sahel–Saharan States (CEN_SAD). Morocco's relationships vary greatly between African, Arab, and Western states. Morocco has had strong ties to the West in order to gain economic and political benefits. France and Spain remain the primary trade partners, as well as the primary creditors and foreign investors in Morocco. From the total foreign investments in Morocco, the European Union invests approximately 73.5%, whereas, the Arab world invests only 19.3%. Many countries from the Persian Gulf and Maghreb regions are getting more involved in large-scale development projects in Morocco.
Morocco was the only African state not to be a member of the African Union due to its unilateral withdrawal on 12 November 1984 over the admission of the Sahrawi Arab Democratic Republic in 1982 by the African Union (then called Organisation of African Unity) as a full member without the organisation of a referendum of self-determination in the disputed territory of Western Sahara. Morocco rejoined the AU on 30 January 2017. In August 2021, Algeria severed diplomatic relations with Morocco.A dispute with Spain in 2002 over the small island of Perejil revived the issue of the sovereignty of Melilla and Ceuta. These small enclaves on the Mediterranean coast are surrounded by Morocco and have been administered by Spain for centuries.
Morocco was given the status of major non-NATO ally by the George W. Bush administration in 2004. Morocco was the first country in the world to recognise US sovereignty (in 1777).
Morocco is included in the European Union's European Neighbourhood Policy (ENP) which aims at bringing the EU and its neighbours closer.
=== Western Sahara status ===
Due to the conflict over Western Sahara, the status of the Saguia el-Hamra and Río de Oro regions is disputed. The Western Sahara War saw the Polisario Front, the Sahrawi rebel national liberation movement, battling both Morocco and Mauritania between 1976 and a ceasefire in 1991 that is still in effect. A United Nations mission, MINURSO, is tasked with organizing a referendum on whether the territory should become independent or recognised as a part of Morocco.
Part of the territory, the Free Zone, is a mostly uninhabited area that the Polisario Front controls as the Sahrawi Arab Democratic Republic. Its administrative headquarters are located in Tindouf, Algeria. As of 2006, no UN member state had recognised Moroccan sovereignty over Western Sahara. In 2020, the United States under the Trump administration became the first Western country to back Morocco's contested sovereignty over the disputed Western Sahara region, on the agreement that Morocco would simultaneously normalize relations with Israel.In 2006, the government of Morocco suggested autonomous status for the region, through the Moroccan Royal Advisory Council for Saharan Affairs (CORCAS). The project was presented to the United Nations Security Council in mid-April 2007. The proposal was encouraged by Moroccan allies such as the United States, France and Spain. The Security Council has called upon the parties to enter into direct and unconditional negotiations to reach a mutually accepted political solution.
=== Administrative divisions ===
Morocco is officially divided into 12 regions, which, in turn, are subdivided into 62 provinces and 13 prefectures.Regions
Tanger-Tetouan-Al Hoceima
Oriental
Fès-Meknès
Rabat-Salé-Kénitra
Béni Mellal-Khénifra
Casablanca-Settat
Marrakesh-Safi
Drâa-Tafilalet
Souss-Massa
Guelmim-Oued Noun
Laâyoune-Sakia El Hamra
Dakhla-Oued Ed-Dahab
=== Human rights ===
During the early 1960s to the late 1980s, under the leadership of Hassan II, Morocco had one of the worst human rights records in both Africa and the world. Government repression of political dissent was widespread during Hassan II's leadership, until it dropped sharply in the mid-1990s. The decades during which abuses were committed are referred to as the Years of Lead (Les Années de Plomb), and included forced disappearances, assassinations of government opponents and protesters, and secret internment camps such as Tazmamart. To examine abuses committed during the reign of King Hassan II (1961–1999), the government under King Mohammed set up an Equity and Reconciliation Commission (IER).According to a Human Rights Watch annual report in 2016, Moroccan authorities restricted the rights to peaceful expression, association and assembly through several laws. The authorities continue to prosecute both printed and online media which criticizes the government or the king (or the royal family). There are also persistent allegations of violence against both Sahrawi pro-independence and pro-Polisario demonstrators in Western Sahara; a disputed territory which is occupied by and considered by Morocco as part of its Southern Provinces. Morocco has been accused of detaining Sahrawi pro-independence activists as prisoners of conscience.Homosexual acts as well as pre-marital sex are illegal in Morocco, and can be punishable by six months to three years of imprisonment. It is illegal to proselytise for any religion other than Islam (article 220 of the Moroccan Penal Code), and that crime is punishable by a maximum of 15 years of imprisonment. Violence against women and sexual harassment have been criminalized. The penalty can be from one month to five years, with fines ranging from $200 to $1,000.It is a criminal offence in Morocco to undermine the monarchy: in August 2023, a Moroccan resident of Qatar was sentenced to five years' imprisonment for criticising the King's policy decisions on Facebook.
== Economy ==
Morocco's economy is considered a relatively liberal economy governed by the law of supply and demand. Since 1993, the country has followed a policy of privatisation of certain economic sectors which used to be in the hands of the government. Morocco has become a major player in African economic affairs, and is the fifth largest economy in Africa by GDP (PPP). Morocco was ranked as the first African country by the Economist Intelligence Unit's quality-of-life index, ahead of South Africa. However, in the years since that first-place ranking was given, Morocco has slipped into fourth place behind Egypt.
Government reforms and steady yearly growth in the region of 4–5% from 2000 to 2007, including 4.9% year-on-year growth in 2003–2007 helped the Moroccan economy to become much more robust compared to a few years earlier. For 2012 the World Bank forecast a rate of 4% growth for Morocco and 4.2% for following year, 2013.The services sector accounts for just over half of GDP and industry, made up of mining, construction and manufacturing, is an additional quarter. The industries that recorded the highest growth are tourism, telecoms, information technology, and textile.
=== Tourism ===
Tourism is one of the most important sectors in Moroccan economy. It is well developed with a strong tourist industry focused on the country's coast, culture, and history. Morocco attracted more than 13 million tourists in 2019. Tourism is the second largest foreign exchange earner in Morocco after the phosphate industry. The Moroccan government is heavily investing in tourism development, in 2010 the government launched its Vision 2020 which plans to make Morocco one of the top 20 tourist destinations in the world and to double the annual number of international arrivals to 20 million by 2020, with the hope that tourism will then have risen to 20% of GDP.
Large government sponsored marketing campaigns to attract tourists advertised Morocco as an inexpensive and exotic, yet safe, place for tourists. Most of the visitors to Morocco continue to be European, with French nationals making up almost 20% of all visitors. Most Europeans visit between April and August. Morocco's relatively high number of tourists has been aided by its location—Morocco is close to Europe and attracts visitors to its beaches. Because of its proximity to Spain, tourists in southern Spain's coastal areas take one- to three-day trips to Morocco.
Since air services between Morocco and Algeria have been established, many Algerians have gone to Morocco to shop and visit family and friends. Morocco is relatively inexpensive because of the devaluation of the dirham and the increase of hotel prices in Spain. Morocco has an excellent road and rail infrastructure that links the major cities and tourist destinations with ports and cities with international airports. Low-cost airlines offer reduced-price flights to the country.
Tourism is increasingly focused on Morocco's culture, such as its ancient cities. The modern tourist industry capitalises on Morocco's ancient and Islamic sites, and on its landscape and cultural history. 60% of Morocco's tourists visit for its culture and heritage.
Agadir is a major coastal resort and has a third of all Moroccan bed nights. It is a base for tours to the Atlas Mountains. Other resorts in north Morocco are also very popular.Casablanca is the major cruise port in Morocco, and has the best developed market for tourists in Morocco, Marrakech in central Morocco is a popular tourist destination, but is more popular among tourists for one- and two-day excursions that provide a taste of Morocco's history and culture. The Majorelle botanical garden in Marrakech is a popular tourist attraction. It was bought by the fashion designer Yves Saint-Laurent and Pierre Bergé in 1980. Their presence in the city helped to boost the city's profile as a tourist destination.As of 2006, activity and adventure tourism in the Atlas and Rif Mountains are the fastest growth area in Moroccan tourism. These locations have excellent walking and trekking opportunities from late March to mid-November. The government is investing in trekking circuits. They are also developing desert tourism in competition with Tunisia.
=== Agriculture ===
=== Infrastructure ===
According to the Global Competitiveness Report of 2019, Morocco Ranked 32nd in the world in terms of Roads, 16th in Sea, 45th in Air and 64th in Railways. This gives Morocco the best infrastructure rankings in the African continent.Modern infrastructure development, such as ports, airports, and rail links, is a top government priority. To meet the growing domestic demand, the Moroccan government invested more than $15 billion from 2010 to 2015 in upgrading its basic infrastructure.Morocco has one of the best road systems on the continent. Over the past 20 years, the government has built approximately 1770 kilometers of modern roads, connecting most major cities via toll expressways. The Moroccan Ministry of Equipment, Transport, Logistics, and Water aims to build an additional 3380 kilometers of expressway and 2100 kilometers of highway by 2030, at an expected cost of $9.6 billion. It focuses on linking the southern provinces, notably the cities of Laayoune and Dakhla to the rest of Morocco.
In 2014, Morocco began the construction of the first high-speed railway system in Africa linking the cities of Tangier and Casablanca. It was inaugurated in 2018 by the King following over a decade of planning and construction by Moroccan national railway company ONCF. It is the first phase of what is planned to eventually be a 1,500 kilometeres (930 mi) high-speed rail network in Morocco. An extension of the line to Marrakesh is already being planned.
Morocco also has the largest port in Africa and the Mediterranean, Tanger-Med, which is ranked the 18th in the world with a handling capacity of over 9 million containers. It is situated in the Tangier free economic zone and serves as a logistics hub for Africa and the world.
=== Energy ===
In 2008, about 56% of Morocco's electricity supply was provided by coal. However, as forecasts indicate that energy requirements in Morocco will rise 6% per year between 2012 and 2050, a new law passed encouraging Moroccans to look for ways to diversify the energy supply, including more renewable resources. The Moroccan government has launched a project to build a solar thermal energy power plant and is also looking into the use of natural gas as a potential source of revenue for Morocco's government.Morocco has embarked upon the construction of large solar energy farms to lessen dependence on fossil fuels, and to eventually export electricity to Europe.On 17 April 2022, Rabat- Moroccan agency for solar energy (Masen) and the ministry of energy transition and sustainable development announced the launch of phase one of the mega project Nor II solar energy plant which is a multi-site solar energy project with a total capacity set at 400 megawatts (MN).
=== Narcotics ===
Since the 7th century, cannabis has been cultivated in the Rif region. In 2004, according to the UN World Drugs Report, cultivation and transformation of cannabis represents 0.57% of the national GDP of Morocco in 2002. According to a French Ministry of the Interior 2006 report, 80% of the cannabis resin (hashish) consumed in Europe comes from the Rif region in Morocco, which is mostly mountainous terrain in the north of Morocco, also hosting plains that are very fertile and expanding from Melwiyya River and Ras Kebdana in the East to Tangier and Cape Spartel in the West. Also, the region extends from the Mediterranean in the south, home of the Wergha River, to the north. In addition to that, Morocco is a transit point for cocaine from South America destined for Western Europe.
=== Water supply and sanitation ===
Water supply and sanitation in Morocco is provided by a wide array of utilities. They range from private companies in the largest city, Casablanca, the capital, Rabat,
and two other cities, to public municipal utilities in 13 other cities, as well as a national electricity and water company (ONEE). The latter is in charge of bulk water supply to the aforementioned utilities, water distribution in about 500 small towns, as well as sewerage and wastewater treatment in 60 of these towns.
There have been substantial improvements in access to water supply, and to a lesser extent to sanitation, over the past fifteen years. Remaining challenges include a low level of wastewater treatment (only 13% of collected wastewater is being treated), lack of house connections in the poorest urban neighbourhoods, and limited sustainability of rural systems (20 percent of rural systems are estimated not to function). In 2005 a National Sanitation Program was approved that aims at treating 60% of collected wastewater and connecting 80% of urban households to sewers by 2020. The issue of lack of water connections for some of the urban poor is being addressed as part of the National Human Development Initiative, under which residents of informal settlements have received land titles and have fees waived that are normally paid to utilities in order to connect to the water and sewer network.
== Science and technology ==
The Moroccan government has been implementing reforms to improve the quality of education and make research more responsive to socio-economic needs. In May 2009, Morocco's prime minister, Abbas El Fassi, announced greater support for science during a meeting at the National Centre for Scientific and Technical Research. The aim was to give universities greater financial autonomy from the government to make them more responsive to research needs and better able to forge links with the private sector, in the hope that this would nurture a culture of entrepreneurship in academia. He announced that investment in science and technology would rise from US$620,000 in 2008 to US$8.5 million (69 million Moroccan dirhams) in 2009, in order to finance the refurbishment and construction of laboratories, training courses for researchers in financial management, a scholarship programme for postgraduate research and incentive measures for companies prepared to finance research, such as giving them access to scientific results that they could then use to develop new products. Morocco was ranked 77th in the Global Innovation Index in 2021, down from 74th in 2019.The Moroccan Innovation Strategy was launched at the country's first National Innovation Summit in June 2009 by the Ministry of Industry, Commerce, Investment and the Digital Economy. The Moroccan Innovation Strategy fixed the target of producing 1,000 Moroccan patents and creating 200 innovative start-ups by 2014. In 2012, Moroccan inventors applied for 197 patents, up from 152 two years earlier. In 2011, the Ministry of Industry, Commerce and New Technologies created a Moroccan Club of Innovation, in partnership with the Moroccan Office of Industrial and Commercial Property. The idea is to create a network of players in innovation, including researchers, entrepreneurs, students and academics, to help them develop innovative projects.The Ministry of Higher Education and Scientific Research is supporting research in advanced technologies and the development of innovative cities in Fez, Rabat and Marrakesh. The government is encouraging public institutions to engage with citizens in innovation. One example is the Moroccan Phosphate Office (Office chérifien des phosphates), which has invested in a project to develop a smart city, King Mohammed VI Green City, around Mohammed VI University located between Casablanca and Marrakesh, at a cost of DH 4.7 billion (circa US$479 million).As of 2015, Morocco had three technoparks. Since the first technopark was established in Rabat in 2005, a second has been set up in Casablanca, followed, in 2015, by a third in Tangers. The technoparks host start-ups and small and medium-sized enterprises specializing in information and communication technologies (ICTs), 'green' technologies (namely, environmentally friendly technologies) and cultural industries.In 2012, the Hassan II Academy of Science and Technology identified a number of sectors where Morocco has a comparative advantage and skilled human capital, including mining, fisheries, food chemistry and new technologies. It also identified a number of strategic sectors, such as energy, with an emphasis on renewable energies such as photovoltaic, thermal solar energy, wind and biomass; as well as the water, nutrition and health sectors, the environment and geosciences.On 20 May 2015, less than a year after its inception, the Higher Council for Education, Training and Scientific Research presented a report to the king offering a Vision for Education in Morocco 2015–2030. The report advocated making education egalitarian and, thus, accessible to the greatest number. Since improving the quality of education goes hand in hand with promoting research and development, the report also recommended developing an integrated national innovation system which would be financed by gradually increasing the share of GDP devoted to research and development (R&D) from 0.73% of GDP in 2010 'to 1% in the short term, 1.5% by 2025 and 2% by 2030'.
== Demographics ==
Morocco has a population of around 37,076,584 inhabitants (2021 est.). It is estimated that between 44% and 67% of residents are Arabs and between 31% and 41% are Berbers. A sizeable portion of the population is identified as Haratin and Gnawa (or Gnaoua), West African or mixed-race descendants of slaves, and Moriscos, European Muslims expelled from Spain and Portugal in the 17th century. Centuries of Arab migration to the Maghreb since the 7th century shifted the demographic scope of Morocco.
According to the 2014 Morocco population census, there were around 84,000 immigrants in the country. Of these foreign-born residents, most were of French origin, followed by individuals mainly from various nations in West Africa and Algeria. There are also a number of foreign residents of Spanish origin. Some of them are descendants of colonial settlers, who primarily work for European multinational companies, while others are married to Moroccans or are retirees. Prior to independence, Morocco was home to half a million Europeans; who were mostly Christians. Also, prior to independence, Morocco was home to 250,000 Spaniards. Morocco's once prominent Jewish minority has decreased significantly since its peak of 265,000 in 1948, declining to around 2,500 today.Morocco has a large diaspora, most of which is located in France, which has reportedly over one million Moroccans of up to the third generation. There are also large Moroccan communities in Spain (about 700,000 Moroccans), the Netherlands (360,000), and Belgium (300,000). Other large communities can be found in Italy, Canada, the United States, and Israel, where Moroccan Jews are thought to constitute the second biggest Jewish ethnic subgroup.
=== Religion ===
The religious affiliation in the country was estimated by the Pew Forum in 2010 as 99% Muslim, with all remaining groups accounting for less than 1% of the population. Of those affiliated with Islam, virtually all are Sunni Muslims, with Shia Muslims accounting for less than 0.1%. However, nearly 15% of Moroccans nonetheless describe themselves as non religious according to an 2018 survey conducted by the research network Arab Barometer; the same survey saw nearly 100 percent of respondents identify as Muslims. Another 2021 Arab Barometer survey found that 67.8% of Moroccans identified as religious, 29.1% as somewhat religious, and 3.1% as non religious. The 2015 Gallup International poll reported that 93% of Moroccans considered themselves to be religious.
Prior to independence, Morocco was home to more than 500,000 Christians (mostly of Spanish and French ancestry). Many Christian settlers left to Spain or France after the independence in 1956. The predominantly Catholic and Protestant foreign-resident Christian community consists of approximately 40,000 practising members. Most foreign resident Christians reside in the Casablanca, Tangier, and Rabat urban areas. Various local Christian leaders estimate that between 2005 and 2010 there are 5,000 citizen converted Christians (mostly ethnically Berber) who regularly attend "house" churches and live predominantly in the south. Some local Christian leaders estimate that there may be as many as 8,000 Christian citizens throughout the country, but many reportedly do not meet regularly due to fear of government surveillance and social persecution. The number of the Moroccans who converted to Christianity (most of them secret worshippers) are estimated between 8,000 and 50,000.The most recent estimates put the size of the historic Casablanca Jewish community at about 2,500, and the Rabat and Marrakesh Jewish communities at about 100 members each. The remainder of the Jewish population is dispersed throughout the country. This population is mostly elderly, with a decreasing number of young people.
The Baháʼí Faith community, located in urban areas, numbers 350 to 400 persons.
=== Languages ===
Morocco's official languages are Arabic and Berber. The country's distinctive group of Moroccan Arabic dialects is referred to as Darija. Approximately 89.8% of the whole population can communicate to some degree in Moroccan Arabic. The Berber language is spoken in three dialects (Tarifit, Tashelhit and Central Atlas Tamazight). In 2008, Frédéric Deroche estimated that there were 12 million Berber speakers, making up about 40% of the population. The 2004 population census reported that 28.1% of the population spoke Berber.French is widely used in governmental institutions, media, mid-size and large companies, international commerce with French-speaking countries, and often in international diplomacy. French is taught as an obligatory language in all schools. In 2010, there were 10,366,000 French-speakers in Morocco, or about 32% of the population.According to the 2004 census, 2.19 million Moroccans spoke a foreign language other than French. English, while far behind French in terms of number of speakers, is the first foreign language of choice, since French is obligatory, among educated youth and professionals.
According to Ethnologue, as of 2016, there are 1,536,590 individuals (or approximately 4.5% of the population) in Morocco who speak Spanish. Spanish is mostly spoken in northern Morocco and the former Spanish Sahara because Spain had previously occupied those areas. Meanwhile, a 2018 study by the Instituto Cervantes found 1.7 million Moroccans who were at least proficient in Spanish, placing Morocco as the country with the most Spanish speakers outside the Hispanophone world (unless the United States is also excluded from Spanish-speaking countries). A significant portion of northern Morocco receives Spanish media, television signal and radio airwaves, which reportedly facilitate competence in the language in the region.After Morocco declared independence in 1956, French and Arabic became the main languages of administration and education, causing the role of Spanish to decline.
=== Education ===
Education in Morocco is free and compulsory through primary school. The estimated literacy rate for the country in 2012 was 72%. In September 2006, UNESCO awarded Morocco amongst other countries such as Cuba, Pakistan, India and Turkey the "UNESCO 2006 Literacy Prize".Morocco has more than four dozen universities, institutes of higher learning, and polytechnics dispersed at urban centres throughout the country. Its leading institutions include Mohammed V University in Rabat, the country's largest university, with branches in Casablanca and Fès; the Hassan II Agriculture and Veterinary Institute in Rabat, which conducts leading social science research in addition to its agricultural specialties; and Al-Akhawayn University in Ifrane, the first English-language university in Northwest Africa, inaugurated in 1995 with contributions from Saudi Arabia and the United States.
The al-Qarawiyin University, founded by Fatima al-Fihri in the city of Fez in 859 as a madrasa, is considered by some sources, including UNESCO, to be the "oldest university of the world". Morocco has also some of prestigious postgraduate schools, including: Mohammed VI Polytechnic University, l'Institut national des postes et télécommunications, École Nationale Supérieure d'Électricité et de Mecanique (ENSEM), EMI, ISCAE, INSEA, National School of Mineral Industry, École Hassania des Travaux Publics, Les Écoles nationales de commerce et de gestion, École supérieure de technologie de Casablanca.
=== Health ===
Many efforts are made by countries around the world to address health issues and eradicate disease, Morocco included. Child health, maternal health, and diseases are all components of health and well-being. Morocco is a developing country that has made many strides to improve these categories. However, Morocco still has many health issues to improve on. According to research published, in 2005 only 16% of citizens in Morocco had health insurance or coverage. In data from the World Bank, Morocco experiences high infant mortality rates at 20 deaths per 1,000 births (2017) and high maternal mortality rates at 121 deaths per 100,000 births (2015).The government of Morocco sets up surveillance systems within the already existing healthcare system to monitor and collect data. Mass education in hygiene is implemented in primary education schools which are free for residents of Morocco. In 2005, The government of Morocco approved two reforms to expand health insurance coverage. The first reform was a mandatory health insurance plan for public and private sector employees to expand coverage from 16 percent of the population to 30 percent. The second reform created a fund to cover services for the poor. Both reforms improved access to high-quality care. Infant mortality has improved significantly since 1960 when there were 144 deaths per 1,000 live births, in 2000, 42 per 1,000 live births, and now it is 20 per 1,000 live births. The country's under-five mortality rate dropped by 60% between 1990 and 2011.
According to data from the World Bank, the present mortality rate is still very high, over seven times higher than in neighboring country Spain. In 2014, Morocco adopted a national plan to increase progress on maternal and child health. The Moroccan Plan was started by the Moroccan Minister of Health, El Houssaine Louardi, and Ala Alwan, WHO Regional Director for the Eastern Mediterranean Region, on 13 November 2013 in Rabat. Morocco has made significant progress in reducing deaths among both children and mothers. Based on World Bank data, the nation's maternal mortality ratio fell by 67% between 1990 and 2010. In 2014, spending on healthcare accounted for 5.9% of the country's GDP. Since 2014, spending on healthcare as part of the GDP has decreased. However, health expenditure per capita (PPP) has steadily increased since 2000. In 2015, the Moroccan health expenditure was $435.29 per capita. In 2016 the life expectancy at birth was 74.3, or 73.3 for men and 75.4 for women, and there were 6.3 physicians and 8.9 nurses and midwives per 10,000 inhabitants. In 2017, Morocco ranked 16th out of 29 countries on the Global Youth Wellbeing Index. Moroccan youths experience a lower self-harm rate than the global index by an average of 4 encounters per year.
== Culture ==
Morocco is a country with a rich culture and civilisation. Through Moroccan history, it has hosted many people. All of whom have affected the social structure of Morocco.
Since independence, a veritable blossoming has taken place in painting and sculpture, popular music, amateur theatre, and filmmaking. The Moroccan National Theatre (founded 1956) offers regular productions of Moroccan and French dramatic works. Art and music festivals take place throughout the country during the summer months, among them the World Sacred Music Festival at Fès.
Each region possesses its own specificities, thus contributing to the national culture and to the legacy of civilization. Morocco has set among its top priorities the protection of its diverse legacy and the preservation of its cultural heritage.Culturally speaking, Morocco has always been successful in combining its Arabic, Berber and Jewish cultural heritage with external influences such as the French and the Spanish and, during the last decades, the Anglo-American lifestyles.
=== Architecture ===
=== Literature ===
Moroccan literature is written mostly in Arabic, Berber, Hebrew, and French. Particularly under the Almoravid and Almohad empires, Moroccan literature was closely related to the literature of al-Andalus, and shared important poetic and literary forms such as zajal, the muwashshah, and the maqama. Islamic literature, such as Quranic exegeses and other religious works such as Qadi Ayyad's Al-Shifa were influential. The University of al-Qarawiyyin in Fes was an important literary center attracting scholars from abroad, including Maimonides, Ibn al-Khatib, and Ibn Khaldun.
Under the Almohad dynasty Morocco experienced a period of prosperity and brilliance of learning. The Almohad built the Kutubiyya Mosque in Marrakesh, which accommodated no fewer than 25,000 people, but was also famed for its books, manuscripts, libraries and book shops, which gave it its name; the first book bazaar in history. The Almohad Caliph Abu Yakub had a great love for collecting books. He founded a great library, which was eventually carried to the Casbah and turned into a public library.
Modern Moroccan literature began in the 1930s. Two main factors gave Morocco a pulse toward witnessing the birth of a modern literature. Morocco, as a French and Spanish protectorate left Moroccan intellectuals the opportunity to exchange and to produce literary works freely enjoying the contact of other Arabic literature and Europe. Three generations of writers especially shaped 20th century Moroccan literature. The first was the generation that lived and wrote during the Protectorate (1912–56), its most important representative being Mohammed Ben Brahim (1897–1955).
The second generation was the one that played an important role in the transition to independence with writers like Abdelkrim Ghallab (1919–2006), Allal al-Fassi (1910–1974) and Mohammed al-Mokhtar Soussi (1900–1963). The third generation is that of writers of the sixties. Moroccan literature then flourished with writers such as Mohamed Choukri, Driss Chraïbi, Mohamed Zafzaf and Driss El Khouri. Those writers were an important influence to the many Moroccan novelists, poets and playwrights that were still to come.
During the 1950s and 1960s, Morocco was a refuge and artistic centre and attracted writers as Paul Bowles, Tennessee Williams and William S. Burroughs. Moroccan literature flourished with novelists such as Mohamed Zafzaf and Mohamed Choukri, who wrote in Arabic, and Driss Chraïbi and Tahar Ben Jelloun who wrote in French. Other important Moroccan authors include, Abdellatif Laabi, Abdelkrim Ghallab, Fouad Laroui, Mohammed Berrada and Leila Abouzeid. Orature (oral literature) is an integral part of Moroccan culture, be it in Moroccan Arabic or Berber.
=== Music ===
Moroccan music is of Arabic, Berber and sub-Saharan origins. Rock-influenced chaabi bands are widespread, as is trance music with historical origins in Islamic music.
Morocco is home to Andalusian classical music that is found throughout Northwest Africa. It probably evolved under the Moors in Cordoba, and the Persian-born musician Ziryab is usually credited with its invention. A genre known as Contemporary Andalusian Music and art is the brainchild of Morisco visual artist/composer/oudist Tarik Banzi, founder of the Al-Andalus Ensemble.
Aita is a Bedouin musical style sung in the countryside.
Chaabi ("popular") is a music consisting of numerous varieties which are descended from the multifarious forms of Moroccan folk music. Chaabi was originally performed in markets, but is now found at any celebration or meeting.
Popular Western forms of music are becoming increasingly popular in Morocco, such as fusion, rock, country, metal and, in particular, hip hop.
Morocco participated in the 1980 Eurovision Song Contest, where it finished in the penultimate position.
=== Media ===
Cinema in Morocco has a long history, stretching back over a century to the filming of Le chevrier Marocain ("The Moroccan Goatherd") by Louis Lumière in 1897. Between that time and 1944, many foreign movies were shot in the country, especially in the Ouarzazate area. In 1944, the Moroccan Cinematographic Center (CCM), the nation's film regulatory agency, was established. Studios were also opened in Rabat.
In 1952, Orson Welles' Othello won the Palme d'Or at the Cannes Film Festival under the Moroccan flag. However, the Festival's musicians did not play the Moroccan national anthem, as no one in attendance knew what it was. Six years later, Mohammed Ousfour would create the first Moroccan movie, Le fils maudit ("The Damned Son").
In 1968, the first Mediterranean Film Festival was held in Tangier. In its current incarnation, the event is held in Tetouan. This was followed in 1982 with the first national festival of cinema, which was held in Rabat. In 2001, the first International Film Festival of Marrakech (FIFM) was also held in Marrakech.
=== Cuisine ===
Moroccan cuisine is considered one of the most diversified cuisines in the world. This is a result of the centuries-long interaction of Morocco with the outside world. The cuisine of Morocco is mainly a fusion of Moorish, European and Mediterranean cuisines.
Spices are used extensively in Moroccan cuisine. While spices have been imported to Morocco for thousands of years, many ingredients such as saffron from Tiliouine, mint and olives from Meknes, and oranges and lemons from Fez, are home-grown. Chicken is the most widely eaten meat in Morocco. The most commonly eaten red meat in Morocco is beef; lamb is preferred but is relatively expensive. The main Moroccan dish most people are familiar with is couscous, the old national delicacy.
Beef is the most commonly eaten red meat in Morocco, usually eaten in a Tagine with vegetables or legumes. Chicken is also very commonly used in Tagines, knowing that one of the most famous tagine is the Tagine of Chicken, potatoes and olives. Lamb is also consumed, but as Northwest African sheep breeds store most of their fat in their tails, Moroccan lamb does not have the pungent flavour that Western lamb and mutton have. Poultry is also very common, and the use of seafood is increasing in Moroccan food. In addition, there are dried salted meats and salted preserved meats such as kliia/khlia and "g'did" which are used to flavor tagines or used in "el ghraif" a folded savory Moroccan pancake.
Among the most famous Moroccan dishes are Couscous, Pastilla (also spelled Bsteeya or Bestilla), Tajine, Tanjia and Harira. Although the latter is a soup, it is considered a dish in itself and is served as such or with dates especially during the month of Ramadan. Pork consumption is forbidden in accordance with Sharia, religious laws of Islam.
A big part of the daily meal is bread. Bread in Morocco is principally from durum wheat semolina known as khobz. Bakeries are very common throughout Morocco and fresh bread is a staple in every city, town and village. The most common is whole grain coarse ground or white flour bread. There are also a number of flat breads and pulled unleavened pan-fried breads.
The most popular drink is "atai", green tea with mint leaves and other ingredients. Tea occupies a very important place in the culture of Morocco and is considered an art form. It is served not only at mealtimes but all through the day, and it is especially a drink of hospitality, commonly served whenever there are guests. It is served to guests, and it is impolite to refuse it.
=== Sport ===
Football is the country's most popular sport, popular among the urban youth in particular. In 1986, Morocco became the first Arab and African country to qualify for the second round of the FIFA World Cup. Morocco was originally scheduled to host the 2015 Africa Cup of Nations, but refused to host the tournament on the scheduled dates because of fears over the ebola outbreak on the continent. Morocco made five attempts to host the FIFA World Cup but lost five times to the United States, France, Germany, South Africa and a Canada–Mexico–United States joint bid. In 2022, Morocco became the first African and Arab team to reach the semifinals and finished 4th in the tournament.
At the 1984 Olympic Games, two Moroccans won gold medals in track and field. Nawal El Moutawakel won in the 400 metres hurdles; she was the first woman from an Arab or Islamic country to win an Olympic gold medal. Saïd Aouita won the 5000 metres at the same games. Hicham El Guerrouj won gold medals for Morocco at the 2004 Summer Olympics in the 1500 metres and 5000 metres and holds several world records in the mile run.
Spectator sports in Morocco traditionally centered on the art of horsemanship until European sports—football, polo, swimming, and tennis—were introduced at the end of the 19th century. Tennis and golf have become popular. Several Moroccan professional players have competed in international competition, and the country fielded its first Davis Cup team in 1999.
Morocco was one of the continent's pioneers in basketball as it established one of Africa's first competitive leagues.Rugby came to Morocco in the early 20th century, mainly by the French who occupied the country. As a result, Moroccan rugby was tied to the fortunes of France, during the first and second World War, with many Moroccan players going away to fight. Like many other Maghreb nations, Moroccan rugby tended to look to Europe for inspiration, rather than to the rest of Africa.
Kickboxing is also popular in Morocco. The Moroccan-Dutch Badr Hari, heavyweight kickboxer and martial artist, is a former K-1 heavyweight champion and K-1 World Grand Prix 2008 and 2009 finalist.
== See also ==
Index of Morocco-related articles
Outline of Morocco
== Notes ==
== References ==
=== Citations ===
=== Sources ===
== Further reading ==
Pennell, C. R. Morocco Since 1830: A History, New York University Press, 2000. ISBN 9780814766774
Pennell, C. R. Morocco: From Empire to Independence, Oneworld Publications, 2013. ISBN 9781780744551 (preview)
Stenner, David. Globalizing Morocco: Transnational Activism and the Postcolonial State (Stanford UP, 2019). online review
Terrasse, Henri. History of Morocco, Éd. Atlantides, 1952.In FrenchBernard Lugan, Histoire du Maroc, Éd. Perrin, 2000. ISBN 2-262-01644-5
Michel Abitbol, Histoire du Maroc, Éd. Perrin, 2009. ISBN 9782262023881
== External links ==
Official website of the government of Morocco
Official bulletins of the government of Morocco
Parliament of Morocco
Official website of the Moroccan National Tourist Office
Census results of 1994 and 2004 Archived 24 July 2012 at the Wayback Machine
Morocco. The World Factbook. Central Intelligence Agency.
Morocco web resources provided by GovPubs at the University of Colorado Boulder Libraries
Morocco at Curlie
Morocco profile from the BBC News
Wikimedia Atlas of Morocco
Key Development Forecasts for Morocco from International Futures
EU Neighbourhood Info Centre: Morocco Archived 11 September 2015 at the Wayback Machine
World Bank Summary Trade Statistics Morocco
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Bosnia and Herzegovina
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Bosnia and Herzegovina (Serbo-Croatian: Bosna i Hercegovina, Босна и Херцеговина; abbreviated BiH or B&H; sometimes known as Bosnia-Herzegovina and informally as Bosnia) is a country in Southeast Europe, located in the Balkans. Bosnia and Herzegovina borders Serbia to the east, Montenegro to the southeast, and Croatia to the north and southwest. In the south it has a narrow coast on the Adriatic Sea within the Mediterranean, which is about 20 kilometres (12 miles) long and surrounds the town of Neum. Bosnia, which is the inland region of the country, has a moderate continental climate with hot summers and cold, snowy winters. In the central and eastern regions of the country, the geography is mountainous, in the northwest it is moderately hilly, and in the northeast it is predominantly flat. Herzegovina, which is the smaller, southern region of the country, has a Mediterranean climate and is mostly mountainous. Sarajevo is the capital and the largest city of the country followed by Banja Luka, Tuzla, Zenica and Mostar.
The area that is now Bosnia and Herzegovina has been inhabited by humans since at least the Upper Paleolithic, but evidence suggests that during the Neolithic age, permanent human settlements were established, including those that belonged to the Butmir, Kakanj, and Vučedol cultures. After the arrival of the first Indo-Europeans, the area was populated by several Illyrian and Celtic civilizations. Culturally, politically, and socially, the country has a rich and complex history. The ancestors of the South Slavic peoples that populate the area today arrived during the 6th through the 9th century. In the 12th century, the Banate of Bosnia was established; by the 14th century, this had evolved into the Kingdom of Bosnia. In the mid-15th century, it was annexed into the Ottoman Empire, under whose rule it remained until the late 19th century. The Ottomans brought Islam to the region, and altered much of the country's cultural and social outlook.
From the late 19th century until World War I, the country was annexed into the Austro-Hungarian monarchy. In the interwar period, Bosnia and Herzegovina was part of the Kingdom of Yugoslavia. After World War II, it was granted full republic status in the newly formed Socialist Federal Republic of Yugoslavia. In 1992, following the breakup of Yugoslavia, the republic proclaimed independence. This was followed by the Bosnian War, which lasted until late 1995 and was brought to a close with the signing of the Dayton Agreement.
The country is home to three main ethnic groups, designated "constituent peoples" in the country's constitution. The Bosniaks are the largest group of the three, the Serbs are the second-largest, and the Croats are the third-largest. In English, all natives of Bosnia and Herzegovina, regardless of ethnicity, are called Bosnian. Minorities, who under the constitution are categorized as "others", include Jews, Roma, Albanians, Montenegrins, Ukrainians and Turks.
Bosnia and Herzegovina has a bicameral legislature and a three-member presidency made up of one member from each of the three major ethnic groups. However, the central government's power is highly limited, as the country is largely decentralized. It comprises two autonomous entities—the Federation of Bosnia and Herzegovina and Republika Srpska—and a third unit, the Brčko District, which is governed by its own local government. The Federation of Bosnia and Herzegovina furthermore consists of 10 cantons.
Bosnia and Herzegovina is a developing country and ranks 74th in the Human Development Index. Its economy is dominated by industry and agriculture, followed by tourism and the service sector. Tourism has increased significantly in recent years. The country has a social-security and universal-healthcare system, and primary and secondary level education is free. It is a member of the UN, the Organization for Security and Co-operation in Europe, the Council of Europe, the Partnership for Peace, and the Central European Free Trade Agreement; it is also a founding member of the Union for the Mediterranean, established in July 2008. Bosnia and Herzegovina is an EU candidate country and has also been a candidate for NATO membership since April 2010, when it received a Membership Action Plan.
== Etymology ==
The first preserved widely acknowledged mention of a form of the name "Bosnia" is in De Administrando Imperio, a politico-geographical handbook written by the Byzantine emperor Constantine VII in the mid-10th century (between 948 and 952) describing the "small land" (χωρίον in Greek) of "Bosona" (Βοσώνα), where the Serbs dwell. Bosnia was also mentioned in the DAI (χωριον βοσονα, small land of Bosnia), as a region of Baptized Serbia.The name of the land is believed to derive from the name of the river Bosna that courses through the Bosnian heartland. According to philologist Anton Mayer, the name Bosna could derive from Illyrian *"Bass-an-as", which in turn could derive from the Proto-Indo-European root bʰegʷ-, meaning "the running water". According to the English medievalist William Miller, the Slavic settlers in Bosnia "adapted the Latin designation ... Basante, to their own idiom by calling the stream Bosna and themselves Bosniaks".The name Herzegovina means "herzog's [land]", and "herzog" derives from the German word for "duke". It originates from the title of a 15th-century Bosnian magnate, Stjepan Vukčić Kosača, who was "Herceg [Herzog] of Hum and the Coast" (1448). Hum (formerly called Zachlumia) was an early medieval principality that had been conquered by the Bosnian Banate in the first half of the 14th century. When the Ottomans took over administration of the region, they called it the Sanjak of Herzegovina (Hersek). It was included within the Bosnia Eyalet until the formation of the short-lived Herzegovina Eyalet in the 1830s, which reemerged in the 1850s, after which the administrative region became commonly known as Bosnia and Herzegovina.On initial proclamation of independence in 1992, the country's official name was the Republic of Bosnia and Herzegovina, but following the 1995 Dayton Agreement and the new constitution that accompanied it, the official name was changed to Bosnia and Herzegovina.
== History ==
=== Early history ===
Bosnia has been inhabited by humans since at least the Paleolithic, as one of the oldest cave paintings was found in Badanj cave. Major Neolithic cultures such as the Butmir and Kakanj were present along the river Bosna dated from c. 6230 BCE–c. 4900 BCE.
The bronze culture of the Illyrians, an ethnic group with a distinct culture and art form, started to organize itself in today's Slovenia, Croatia, Bosnia and Herzegovina, Serbia, Kosovo, Montenegro and Albania.From 8th century BCE, Illyrian tribes evolved into kingdoms. The earliest recorded kingdom in Illyria (a region in the western part of the Balkan Peninsula inhabited by the Illyrians, as recorded in classical antiquity) was the Enchele in the 8th century BCE. The era in which we observe other Illyrian kingdoms begins approximately at 400 BCE and ends at 167 BCE. The Autariatae under Pleurias (337 BCE) were considered to have been a kingdom. The Kingdom of the Ardiaei (originally a tribe from the Neretva valley region) began at 230 BCE and ended at 167 BCE. The most notable Illyrian kingdoms and dynasties were those of Bardylis of the Dardani and of Agron of the Ardiaei who created the last and best-known Illyrian kingdom. Agron ruled over the Ardiaei and had extended his rule to other tribes as well.
From the 7th century BCE, bronze was replaced by iron, after which only jewelry and art objects were still made out of bronze. Illyrian tribes, under the influence of Hallstatt cultures to the north, formed regional centers that were slightly different. Parts of Central Bosnia were inhabited by the Daesitiates tribe, most commonly associated with the Central Bosnian cultural group. The Iron Age Glasinac-Mati culture is associated with the Autariatae tribe.
A very important role in their life was the cult of the dead, which is seen in their careful burials and burial ceremonies, as well as the richness of their burial sites. In northern parts, there was a long tradition of cremation and burial in shallow graves, while in the south the dead were buried in large stone or earth tumuli (natively called gromile) that in Herzegovina were reaching monumental sizes, more than 50 m wide and 5 m high. Japodian tribes had an affinity to decoration (heavy, oversized necklaces out of yellow, blue or white glass paste, and large bronze fibulas, as well as spiral bracelets, diadems and helmets out of bronze foil).
In the 4th century BCE, the first invasion of Celts is recorded. They brought the technique of the pottery wheel, new types of fibulas and different bronze and iron belts. They only passed on their way to Greece, so their influence in Bosnia and Herzegovina is negligible. Celtic migrations displaced many Illyrian tribes from their former lands, but some Celtic and Illyrian tribes mixed. Concrete historical evidence for this period is scarce, but overall it appears the region was populated by a number of different peoples speaking distinct languages.
In the Neretva Delta in the south, there were important Hellenistic influences of the Illyrian Daors tribe. Their capital was Daorson in Ošanići near Stolac. Daorson, in the 4th century BCE, was surrounded by megalithic, 5 m high stonewalls (as large as those of Mycenae in Greece), composed of large trapezoid stone blocks. Daors made unique bronze coins and sculptures.
Conflict between the Illyrians and Romans started in 229 BCE, but Rome did not complete its annexation of the region until AD 9. It was precisely in modern-day Bosnia and Herzegovina that Rome fought one of the most difficult battles in its history since the Punic Wars, as described by the Roman historian Suetonius. This was the Roman campaign against Illyricum, known as Bellum Batonianum. The conflict arose after an attempt to recruit Illyrians, and a revolt spanned for four years (6–9 AD), after which they were subdued. In the Roman period, Latin-speaking settlers from the entire Roman Empire settled among the Illyrians, and Roman soldiers were encouraged to retire in the region.Following the split of the Empire between 337 and 395 AD, Dalmatia and Pannonia became parts of the Western Roman Empire. The region was conquered by the Ostrogoths in 455 AD. It subsequently changed hands between the Alans and the Huns. By the 6th century, Emperor Justinian I had reconquered the area for the Byzantine Empire. Slavs overwhelmed the Balkans in the 6th and 7th centuries. Illyrian cultural traits were adopted by the South Slavs, as evidenced in certain customs and traditions, placenames, etc.
=== Middle Ages ===
The Early Slavs raided the Western Balkans, including Bosnia, in the 6th and early 7th century (amid the Migration Period), and were composed of small tribal units drawn from a single Slavic confederation known to the Byzantines as the Sclaveni (whilst the related Antes, roughly speaking, colonized the eastern portions of the Balkans).
Tribes recorded by the ethnonyms of "Serb" and "Croat" are described as a second, latter, migration of different people during the second quarter of the 7th century who could or could not have been particularly numerous; these early "Serb" and "Croat" tribes, whose exact identity is subject to scholarly debate, came to predominate over the Slavs in the neighbouring regions. Croats "settled in area roughly corresponding to modern Croatia, and probably also including most of Bosnia proper, apart from the eastern strip of the Drina valley" while Serbs "corresponding to modern south-western Serbia (later known as Raška), and gradually extended their rule into the territories of Duklja and Hum".Bosnia is also believed to be first mentioned as a land (horion Bosona) in Byzantine Emperor Constantine Porphyrogenitus' De Administrando Imperio in the mid 10th century, at the end of a chapter (Chap. 32) entitled Of the Serbs and the country in which they now dwell. This has been scholarly interpreted in several ways and used especially by the Serb national ideologists to prove Bosnia as originally a "Serb" land. Other scholars have asserted the inclusion of Bosnia into Chapter 32 to merely be the result of Serbian Grand Duke Časlav's temporary rule over Bosnia at the time, while also pointing out Porphyrogenitus does not say anywhere explicitly that Bosnia is a "Serb land". In fact, the very translation of the critical sentence where the word Bosona (Bosnia) appears is subject to varying interpretation. In time, Bosnia formed a unit under its own ruler, who called himself Bosnian. Bosnia, along with other territories, became part of Duklja in the 11th century, although it retained its own nobility and institutions.
In the High Middle Ages, political circumstance led to the area being contested between the Kingdom of Hungary and the Byzantine Empire. Following another shift of power between the two in the early 12th century, Bosnia found itself outside the control of both and emerged as the Banate of Bosnia (under the rule of local bans). The first Bosnian ban known by name was Ban Borić. The second was Ban Kulin, whose rule marked the start of a controversy involving the Bosnian Church – considered heretical by the Roman Catholic Church. In response to Hungarian attempts to use church politics regarding the issue as a way to reclaim sovereignty over Bosnia, Kulin held a council of local church leaders to renounce the heresy and embraced Catholicism in 1203. Despite this, Hungarian ambitions remained unchanged long after Kulin's death in 1204, waning only after an unsuccessful invasion in 1254. During this time, the population was called Dobri Bošnjani ("Good Bosnians"). The names Serb and Croat, though occasionally appearing in peripheral areas, were not used in Bosnia proper.Bosnian history from then until the early 14th century was marked by a power struggle between the Šubić and Kotromanić families. This conflict came to an end in 1322, when Stephen II Kotromanić became Ban. By the time of his death in 1353, he was successful in annexing territories to the north and west, as well as Zahumlje and parts of Dalmatia. He was succeeded by his ambitious nephew Tvrtko who, following a prolonged struggle with nobility and inter-family strife, gained full control of the country in 1367. By the year 1377, Bosnia was elevated into a kingdom with the coronation of Tvrtko as the first Bosnian King in Mile near Visoko in the Bosnian heartland.Following his death in 1391 however, Bosnia fell into a long period of decline. The Ottoman Empire had started its conquest of Europe and posed a major threat to the Balkans throughout the first half of the 15th century. Finally, after decades of political and social instability, the Kingdom of Bosnia ceased to exist in 1463 after its conquest by the Ottoman Empire.There was a general awareness in medieval Bosnia, at least amongst the nobles, that they shared a join state with Serbia and that they belonged to the same ethnic group. That awareness diminished over time, due to differences in political and social development, but it was kept in Herzegovina and parts of Bosnia which were a part of Serbian state.
=== Ottoman Empire ===
The Ottoman conquest of Bosnia marked a new era in the country's history and introduced drastic changes in the political and cultural landscape. The Ottomans incorporated Bosnia as an integral province of the Ottoman Empire with its historical name and territorial integrity.Within Bosnia, the Ottomans introduced a number of key changes in the territory's socio-political administration; including a new landholding system, a reorganization of administrative units, and a complex system of social differentiation by class and religious affiliation.The four centuries of Ottoman rule also had a drastic impact on Bosnia's population make-up, which changed several times as a result of the empire's conquests, frequent wars with European powers, forced and economic migrations, and epidemics. A native Slavic-speaking Muslim community emerged and eventually became the largest of the ethno-religious groups due to lack of strong Christian church organizations and continuous rivalry between the Orthodox and Catholic churches, while the indigenous Bosnian Church disappeared altogether (ostensibly by conversion of its members to Islam). The Ottomans referred to them as kristianlar while the Orthodox and Catholics were called gebir or kafir, meaning "unbeliever". The Bosnian Franciscans (and the Catholic population as a whole) were protected by official imperial decrees and in accordance and the full extent of Ottoman laws; however, in effect, these often merely affected arbitrary rule and behavior of powerful local elite.As the Ottoman Empire continued its rule in the Balkans (Rumelia), Bosnia was somewhat relieved of the pressures of being a frontier province and experienced a period of general welfare. A number of cities, such as Sarajevo and Mostar, were established and grew into regional centers of trade and urban culture and were then visited by Ottoman traveler Evliya Çelebi in 1648. Within these cities, various Ottoman Sultans financed the construction of many works of Bosnian architecture such as the country's first library in Sarajevo, madrassas, a school of Sufi philosophy, and a clock tower (Sahat Kula), bridges such as the Stari Most, the Emperor's Mosque and the Gazi Husrev-beg Mosque.Furthermore, several Bosnian Muslims played influential roles in the Ottoman Empire's cultural and political history during this time. Bosnian recruits formed a large component of the Ottoman ranks in the battles of Mohács and Krbava field, while numerous other Bosnians rose through the ranks of the Ottoman military to occupy the highest positions of power in the Empire, including admirals such as Matrakçı Nasuh; generals such as Isa-Beg Ishaković, Gazi Husrev-beg, Telli Hasan Pasha and Sarı Süleyman Pasha; administrators such as Ferhad Pasha Sokolović and Osman Gradaščević; and Grand Viziers such as the influential Sokollu Mehmed Pasha and Damat Ibrahim Pasha. Some Bosnians emerged as Sufi mystics, scholars such as Muhamed Hevaji Uskufi Bosnevi, Ali Džabić; and poets in the Turkish, Albanian, Arabic, and Persian languages.
However, by the late 17th century the Empire's military misfortunes caught up with the country, and the end of the Great Turkish War with the treaty of Karlowitz in 1699 again made Bosnia the Empire's westernmost province. The 18th century was marked by further military failures, numerous revolts within Bosnia, and several outbreaks of plague.The Porte's efforts at modernizing the Ottoman state were met with distrust growing to hostility in Bosnia, where local aristocrats stood to lose much through the proposed Tanzimat reforms. This, combined with frustrations over territorial, political concessions in the north-east, and the plight of Slavic Muslim refugees arriving from the Sanjak of Smederevo into Bosnia Eyalet, culminated in a partially unsuccessful revolt by Husein Gradaščević, who endorsed a Bosnia Eyalet autonomous from the authoritarian rule of the Ottoman Sultan Mahmud II, who persecuted, executed and abolished the Janissaries and reduced the role of autonomous Pashas in Rumelia. Mahmud II sent his Grand vizier to subdue Bosnia Eyalet and succeeded only with the reluctant assistance of Ali Pasha Rizvanbegović. Related rebellions were extinguished by 1850, but the situation continued to deteriorate.
New nationalist movements appeared in Bosnia by the middle of the 19th century. Shortly after Serbia's breakaway from the Ottoman Empire in the early 19th century, Serbian and Croatian nationalism rose up in Bosnia, and such nationalists made irredentist claims to Bosnia's territory. This trend continued to grow in the rest of the 19th and 20th centuries.Agrarian unrest eventually sparked the Herzegovinian rebellion, a widespread peasant uprising, in 1875. The conflict rapidly spread and came to involve several Balkan states and Great Powers, a situation that led to the Congress of Berlin and the Treaty of Berlin in 1878.
=== Austria-Hungary ===
At the Congress of Berlin in 1878, the Austro-Hungarian Foreign Minister Gyula Andrássy obtained the occupation and administration of Bosnia and Herzegovina, and he also obtained the right to station garrisons in the Sanjak of Novi Pazar, which would remain under Ottoman administration until 1908, when the Austro-Hungarian troops withdrew from the Sanjak.
Although Austro-Hungarian officials quickly came to an agreement with the Bosnians, tensions remained and a mass emigration of Bosnians occurred. However, a state of relative stability was reached soon enough and Austro-Hungarian authorities were able to embark on a number of social and administrative reforms they intended would make Bosnia and Herzegovina into a "model" colony.
Habsburg rule had several key concerns in Bosnia. It tried to dissipate the South Slav nationalism by disputing the earlier Serb and Croat claims to Bosnia and encouraging identification of Bosnian or Bosniak identity. Habsburg rule also tried to provide for modernisation by codifying laws, introducing new political institutions, establishing and expanding industries.Austria–Hungary began to plan the annexation of Bosnia, but due to international disputes the issue was not resolved until the annexation crisis of 1908. Several external matters affected the status of Bosnia and its relationship with Austria–Hungary. A bloody coup occurred in Serbia in 1903, which brought a radical anti-Austrian government into power in Belgrade. Then in 1908, the revolt in the Ottoman Empire raised concerns that the Istanbul government might seek the outright return of Bosnia and Herzegovina. These factors caused the Austro-Hungarian government to seek a permanent resolution of the Bosnian question sooner, rather than later.
Taking advantage of turmoil in the Ottoman Empire, Austro-Hungarian diplomacy tried to obtain provisional Russian approval for changes over the status of Bosnia and Herzegovina and published the annexation proclamation on 6 October 1908. Despite international objections to the Austro-Hungarian annexation, Russians and their client state, Serbia, were compelled to accept the Austrian-Hungarian annexation of Bosnia and Herzegovina in March 1909.
In 1910, Habsburg Emperor Franz Joseph proclaimed the first constitution in Bosnia, which led to relaxation of earlier laws, elections and formation of the Bosnian parliament and growth of new political life.On 28 June 1914, Gavrilo Princip, a Bosnian Serb member of the revolutionary movement Young Bosnia, assassinated the heir to the Austro-Hungarian throne, Archduke Franz Ferdinand, in Sarajevo—an event that was the spark that set off World War I. At the end of the war, the Bosniaks had lost more men per capita than any other ethnic group in the Habsburg Empire whilst serving in the Bosnian-Herzegovinian Infantry (known as Bosniaken) of the Austro-Hungarian Army. Nonetheless, Bosnia and Herzegovina as a whole managed to escape the conflict relatively unscathed.The Austro-Hungarian authorities established an auxiliary militia known as the Schutzkorps with a moot role in the empire's policy of anti-Serb repression. Schutzkorps, predominantly recruited among the Muslim (Bosniak) population, were tasked with hunting down rebel Serbs (the Chetniks and Komitadji) and became known for their persecution of Serbs particularly in Serb populated areas of eastern Bosnia, where they partly retaliated against Serbian Chetniks who in fall 1914 had carried out attacks against the Muslim population in the area. The proceedings of the Austro-Hungarian authorities led to around 5,500 citizens of Serb ethnicity in Bosnia and Herzegovina being arrested, and between 700 and 2,200 died in prison while 460 were executed. Around 5,200 Serb families were forcibly expelled from Bosnia and Herzegovina.
=== Kingdom of Yugoslavia ===
Following World War I, Bosnia and Herzegovina joined the South Slav Kingdom of Serbs, Croats and Slovenes (soon renamed Yugoslavia). Political life in Bosnia and Herzegovina at this time was marked by two major trends: social and economic unrest over property redistribution and the formation of several political parties that frequently changed coalitions and alliances with parties in other Yugoslav regions.The dominant ideological conflict of the Yugoslav state, between Croatian regionalism and Serbian centralization, was approached differently by Bosnia and Herzegovina's major ethnic groups and was dependent on the overall political atmosphere. The political reforms brought about in the newly established Yugoslavian kingdom saw few benefits for the Bosnian Muslims; according to the 1910 final census of land ownership and population according to religious affiliation conducted in Austria-Hungary, Muslims owned 91.1%, Orthodox Serbs owned 6.0%, Croat Catholics owned 2.6% and others, 0.3% of the property. Following the reforms, Bosnian Muslims were dispossessed of a total of 1,175,305 hectares of agricultural and forest land.Although the initial split of the country into 33 oblasts erased the presence of traditional geographic entities from the map, the efforts of Bosnian politicians, such as Mehmed Spaho, ensured the six oblasts carved up from Bosnia and Herzegovina corresponded to the six sanjaks from Ottoman times and, thus, matched the country's traditional boundary as a whole.The establishment of the Kingdom of Yugoslavia in 1929, however, brought the redrawing of administrative regions into banates or banovinas that purposely avoided all historical and ethnic lines, removing any trace of a Bosnian entity. Serbo-Croat tensions over the structuring of the Yugoslav state continued, with the concept of a separate Bosnian division receiving little or no consideration.
The Cvetković-Maček Agreement that created the Croatian banate in 1939 encouraged what was essentially a partition of Bosnia and Herzegovina between Croatia and Serbia. However the rising threat of Adolf Hitler's Nazi Germany forced Yugoslav politicians to shift their attention. Following a period that saw attempts at appeasement, the signing of the Tripartite Treaty, and a coup d'état, Yugoslavia was finally invaded by Germany on 6 April 1941.
=== World War II (1941–45) ===
Once the Kingdom of Yugoslavia was conquered by German forces in World War II, all of Bosnia and Herzegovina was ceded to the Nazi puppet regime, the Independent State of Croatia (NDH) led by the Ustaše. The NDH leaders embarked on a campaign of extermination of Serbs, Jews, Romani as well as dissident Croats, and, later, Josip Broz Tito's Partisans by setting up a number of death camps. The regime systematically and brutally massacred Serbs in villages in the countryside, using a variety of tools. The scale of the violence meant that approximately every sixth Serb living in Bosnia and Herzegovina was the victim of a massacre and virtually every Serb had a family member that was killed in the war, mostly by the Ustaše. The experience had a profound impact in the collective memory of Serbs in Croatia and Bosnia and Herzegovina. An estimated 209,000 Serbs or 16.9% of its Bosnia population were killed on the territory of Bosnia and Herzegovina during the war.The Ustaše recognized both Catholicism and Islam as the national religions, but held the position Eastern Orthodox Church, as a symbol of Serb identity, was their greatest foe. Although Croats were by far the largest ethnic group to constitute the Ustaše, the Vice President of the NDH and leader of the Yugoslav Muslim Organization Džafer Kulenović was a Muslim, and Muslims in total constituted nearly 12% of the Ustaše military and civil service authority.Many Serbs themselves took up arms and joined the Chetniks, a Serb nationalist movement with the aim of establishing an ethnically homogeneous 'Greater Serbian' state within the Kingdom of Yugoslavia. The Chetniks, in turn, pursued a genocidal campaign against ethnic Muslims and Croats, as well as persecuting a large number of communist Serbs and other Communist sympathizers, with the Muslim populations of Bosnia, Herzegovina and Sandžak being a primary target. Once captured, Muslim villagers were systematically massacred by the Chetniks. Of the 75,000 Muslims who died in Bosnia and Herzegovina during the war, approximately 30,000 (mostly civilians) were killed by the Chetniks. Massacres against Croats were smaller in scale but similar in action. Between 64,000 and 79,000 Bosnian Croats were killed between April 1941 to May 1945. Of these, about 18,000 were killed by the Chetniks.
A percentage of Muslims served in Nazi Waffen-SS units. These units were responsible for massacres of Serbs in northwest and eastern Bosnia, most notably in Vlasenica. On 12 October 1941, a group of 108 prominent Sarajevan Muslims signed the Resolution of Sarajevo Muslims by which they condemned the persecution of Serbs organized by the Ustaše, made distinction between Muslims who participated in such persecutions and the Muslim population as a whole, presented information about the persecutions of Muslims by Serbs, and requested security for all citizens of the country, regardless of their identity.Starting in 1941, Yugoslav communists under the leadership of Josip Broz Tito organized their own multi-ethnic resistance group, the Partisans, who fought against both Axis and Chetnik forces. On 29 November 1943, the Anti-Fascist Council for the National Liberation of Yugoslavia (AVNOJ) with Tito at its helm held a founding conference in Jajce where Bosnia and Herzegovina was reestablished as a republic within the Yugoslavian federation in its Habsburg borders. During the entire course of World War II in Yugoslavia, 64.1% of all Bosnian Partisans were Serbs, 23% were Muslims and 8.8% Croats.Military success eventually prompted the Allies to support the Partisans, resulting in the successful Maclean Mission, but Tito declined their offer to help and relied on his own forces instead. All the major military offensives by the antifascist movement of Yugoslavia against Nazis and their local supporters were conducted in Bosnia and Herzegovina and its peoples bore the brunt of the fighting. More than 300,000 people died in Bosnia and Herzegovina in World War II. At the end of the war, the establishment of the Socialist Federal Republic of Yugoslavia, with the constitution of 1946, officially made Bosnia and Herzegovina one of six constituent republics in the new state.
=== Socialist Federal Republic of Yugoslavia (1945–1992) ===
Due to its central geographic position within the Yugoslavian federation, post-war Bosnia was selected as a base for the development of the military defense industry. This contributed to a large concentration of arms and military personnel in Bosnia; a significant factor in the war that followed the break-up of Yugoslavia in the 1990s. However, Bosnia's existence within Yugoslavia, for the large part, was relatively peaceful and very prosperous, with high employment, a strong industrial and export oriented economy, a good education system and social and medical security for every citizen of Bosnia and Herzegovina. Several international corporations operated in Bosnia—Volkswagen as part of TAS (car factory in Sarajevo, from 1972), Coca-Cola (from 1975), SKF Sweden (from 1967), Marlboro, (a tobacco factory in Sarajevo), and Holiday Inn hotels. Sarajevo was the site of the 1984 Winter Olympics.
During the 1950s and 1960s, Bosnia was a political backwater of Yugoslavia. In the 1970s, a strong Bosnian political elite arose, fueled in part by Tito's leadership in the Non-Aligned Movement and Bosnians serving in Yugoslavia's diplomatic corps. While working within the Socialist system, politicians such as Džemal Bijedić, Branko Mikulić and Hamdija Pozderac reinforced and protected the sovereignty of Bosnia and Herzegovina. Their efforts proved key during the turbulent period following Tito's death in 1980, and are today considered some of the early steps towards Bosnian independence. However, the republic did not escape the increasingly nationalistic climate of the time. With the fall of communism and the start of the breakup of Yugoslavia, doctrine of tolerance began to lose its potency, creating an opportunity for nationalist elements in the society to spread their influence.
=== Bosnian War (1992–1995) ===
On 18 November 1990, multi-party parliamentary elections were held throughout Bosnia and Herzegovina. A second round followed on 25 November, resulting in a national assembly where communist power was replaced by a coalition of three ethnically based parties. Following Slovenia and Croatia's declarations of independence from Yugoslavia, a significant split developed among the residents of Bosnia and Herzegovina on the issue of whether to remain within Yugoslavia (overwhelmingly favored by Serbs) or seek independence (overwhelmingly favored by Bosniaks and Croats).The Serb members of parliament, consisting mainly of the Serb Democratic Party members, abandoned the central parliament in Sarajevo, and formed the Assembly of the Serb People of Bosnia and Herzegovina on 24 October 1991, which marked the end of the three-ethnic coalition that governed after the elections in 1990. This Assembly established the Serbian Republic of Bosnia and Herzegovina in part of the territory of Bosnia and Herzegovina on 9 January 1992. It was renamed Republika Srpska in August 1992. On 18 November 1991, the party branch in Bosnia and Herzegovina of the ruling party in the Republic of Croatia, the Croatian Democratic Union (HDZ), proclaimed the existence of the Croatian Community of Herzeg-Bosnia in a separate part of the territory of Bosnia and Herzegovina with the Croatian Defence Council (HVO) as its military branch. It went unrecognized by the Government of Bosnia and Herzegovina, which declared it illegal.
A declaration of the sovereignty of Bosnia and Herzegovina on 15 October 1991 was followed by a referendum for independence on 29 February and 1 March 1992, which was boycotted by the great majority of Serbs. The turnout in the independence referendum was 63.4 percent and 99.7 percent of voters voted for independence. Bosnia and Herzegovina declared independence on 3 March 1992 and received international recognition the following month on 6 April 1992. The Republic of Bosnia and Herzegovina was admitted as a member state of the United Nations on 22 May 1992. Serbian leader Slobodan Milošević and Croatian leader Franjo Tuđman are believed to have agreed on a partition of Bosnia and Herzegovina in March 1991, with the aim of establishing Greater Serbia and Greater Croatia.Following Bosnia and Herzegovina's declaration of independence, Bosnian Serb militias mobilized in different parts of the country. Government forces were poorly equipped and unprepared for the war. International recognition of Bosnia and Herzegovina increased diplomatic pressure for the Yugoslav People's Army (JNA) to withdraw from the republic's territory, which they officially did in June 1992. The Bosnian Serb members of the JNA simply changed insignia, formed the Army of Republika Srpska (VRS), and continued fighting. Armed and equipped from JNA stockpiles in Bosnia, supported by volunteers and various paramilitary forces from Serbia, and receiving extensive humanitarian, logistical and financial support from the Federal Republic of Yugoslavia, Republika Srpska's offensives in 1992 managed to place much of the country under its control. The Bosnian Serb advance was accompanied by the ethnic cleansing of Bosniaks and Bosnian Croats from VRS-controlled areas. Dozens of concentration camps were established in which inmates were subjected to violence and abuse, including rape. The ethnic cleansing culminated in the Srebrenica massacre of more than 8,000 Bosniak men and boys in July 1995, which was ruled to have been a genocide by the International Criminal Tribunal for the former Yugoslavia (ICTY). Bosniak and Bosnian Croat forces also committed war crimes against civilians from different ethnic groups, though on a smaller scale. Most of the Bosniak and Croat atrocities were committed during the Croat–Bosniak War, a sub-conflict of the Bosnian War that pitted the Army of the Federation of Bosnia and Herzegovina (ARBiH) against the HVO. The Bosniak-Croat conflict ended in March 1994, with the signing of the Washington Agreement, leading to the creation of a joint Bosniak-Croat Federation of Bosnia and Herzegovina, which amalgamated HVO-held territory with that held by the Army of the Republic of Bosnia and Herzegovina (ARBiH).
=== Recent history ===
On 4 February 2014, the protests against the Government of the Federation of Bosnia and Herzegovina, one of the country's two entities, dubbed the Bosnian Spring, the name being taken from the Arab Spring, began in the northern town of Tuzla. Workers from several factories that had been privatised and gone bankrupt assembled to demand action over jobs, unpaid salaries and pensions. Soon protests spread to the rest of the Federation, with violent clashes reported in close to 20 towns, the biggest of which were Sarajevo, Zenica, Mostar, Bihać, Brčko and Tuzla. The Bosnian news media reported that hundreds of people had been injured during the protests, including dozens of police officers, with bursts of violence in Sarajevo, in the northern city of Tuzla, in Mostar in the south, and in Zenica in central Bosnia. The same level of unrest or activism did not occur in Republika Srpska, but hundreds of people also gathered in support of protests in the city of Banja Luka against its separate government.The protests marked the largest outbreak of public anger over high unemployment and two decades of political inertia in the country since the end of the Bosnian War in 1995.According to a report made by Christian Schmidt of the Office of High Representative in late 2021, Bosnia and Herzegovina has been experiencing intensified political and ethnic tensions, which could potentially break the country apart and slide it back into war once again. The European Union fears this will lead to further Balkanization in the region.
== Geography ==
Bosnia and Herzegovina is in the western Balkans, bordering Croatia (932 km or 579 mi) to the north and west, Serbia (302 km or 188 mi) to the east, and Montenegro (225 km or 140 mi) to the southeast. It has a coastline about 20 kilometres (12 miles) long surrounding the town of Neum. It lies between latitudes 42° and 46° N, and longitudes 15° and 20° E.
The country's name comes from the two alleged regions Bosnia and Herzegovina, whose border was never defined. Historically, Bosnia's official name never included any of its many regions until the Austro-Hungarian occupation.
The country is mostly mountainous, encompassing the central Dinaric Alps. The northeastern parts reach into the Pannonian Basin, while in the south it borders the Adriatic. The Dinaric Alps generally run in a southeast–northwest direction, and get higher towards the south. The highest point of the country is the peak of Maglić at 2,386 metres (7,828.1 feet), on the Montenegrin border. Other major mountains include Volujak, Zelengora, Lelija, Lebršnik, Orjen, Kozara, Grmeč, Čvrsnica, Prenj, Vran, Vranica, Velež, Vlašić, Cincar, Romanija, Jahorina, Bjelašnica, Treskavica and Trebević. The geological composition of the Dinaric chain of mountains in Bosnia consists primarily of limestone (including Mesozoic limestone), with deposits of iron, coal, zinc, manganese, bauxite, lead, and salt present in some areas, especially in central and northern Bosnia.Overall, nearly 50% of Bosnia and Herzegovina is forested. Most forest areas are in the centre, east and west parts of Bosnia. Herzegovina has a drier Mediterranean climate, with dominant karst topography. Northern Bosnia (Posavina) contains very fertile agricultural land along the Sava river and the corresponding area is heavily farmed. This farmland is a part of the Pannonian Plain stretching into neighboring Croatia and Serbia. The country has only 20 kilometres (12 miles) of coastline, around the town of Neum in the Herzegovina-Neretva Canton. Although the city is surrounded by Croatian peninsulas, by international law, Bosnia and Herzegovina has a right of passage to the outer sea.
Sarajevo is the capital and largest city. Other major cities include Banja Luka and Prijedor in the northwest region known as Bosanska Krajina, Tuzla, Bijeljina, Doboj and Brčko in the northeast, Zenica in the central part of the country, and Mostar, the largest city in the southern region of Herzegovina.
There are seven major rivers in Bosnia and Herzegovina:
=== Biodiversity ===
Phytogeographically, Bosnia and Herzegovina belongs to the Boreal Kingdom and is shared between the Illyrian province of the Circumboreal Region and Adriatic province of the Mediterranean Region. According to the World Wide Fund for Nature (WWF), the territory of Bosnia and Herzegovina can be subdivided into four ecoregions: Balkan mixed forests, Dinaric Mountains mixed forests, Pannonian mixed forests and Illyrian deciduous forests. The country had a 2018 Forest Landscape Integrity Index mean score of 5.99/10, ranking it 89th globally out of 172 countries.
== Politics ==
=== Government ===
As a result of the Dayton Agreement, the civilian peace implementation is supervised by the High Representative for Bosnia and Herzegovina selected by the Peace Implementation Council (PIC). The High Representative is the highest political authority in the country. The High Representative has many governmental and legislative powers, including the dismissal of elected and non-elected officials. Due to the vast powers of the High Representative over Bosnian politics and essential veto powers, the position has also been compared to that of a viceroy.Politics take place in a framework of a parliamentary representative democracy, whereby executive power is exercised by the Council of Ministers of Bosnia and Herzegovina. Legislative power is vested in both the Council of Ministers and the Parliamentary Assembly of Bosnia and Herzegovina. Members of the Parliamentary Assembly are chosen according to a proportional representation (PR) system.Bosnia and Herzegovina is a liberal democracy. It has several levels of political structuring, according to the Dayton Agreement. The most important of these levels is the division of the country into two entities: the Federation of Bosnia and Herzegovina and Republika Srpska. The Federation of Bosnia and Herzegovina covers 51% of Bosnia and Herzegovina's total area, while Republika Srpska covers 49%. The entities, based largely on the territories held by the two warring sides at the time, were formally established by the Dayton Agreement in 1995 because of the tremendous changes in Bosnia and Herzegovina's ethnic structure. Since 1996, the power of the entities relative to the State government has decreased significantly. Nonetheless, entities still have numerous powers to themselves.The Brčko District in the north of the country was created in 2000, out of land from both entities. It officially belongs to both, but is governed by neither, and functions under a decentralized system of local government. For election purposes, Brčko District voters can choose to participate in either the Federation or Republika Srpska elections. The Brčko District has been praised for maintaining a multiethnic population and a level of prosperity significantly above the national average.
The third level of Bosnia and Herzegovina's political subdivision is manifested in cantons. They are unique to the Federation of Bosnia and Herzegovina entity, which consists of ten of them. Each has a cantonal government, which is under the law of the Federation as a whole. Some cantons are ethnically mixed and have special laws to ensure the equality of all constituent people.The fourth level of political division in Bosnia and Herzegovina are the municipalities. The Federation of Bosnia and Herzegovina is divided into 79 municipalities, and Republika Srpska into 64. Municipalities also have their own local government, and are typically based on the most significant city or place in their territory. As such, many municipalities have a long tradition and history with their present boundaries. Some others, however, were only created following the recent war after traditional municipalities were split by the Inter-Entity Boundary Line. Each canton in the Federation of Bosnia and Herzegovina consists of several municipalities, which are divided into local communities.Besides entities, cantons, and municipalities, Bosnia and Herzegovina also has four "official" cities. These are: Banja Luka, Mostar, Sarajevo and East Sarajevo. The territory and government of the cities of Banja Luka and Mostar corresponds to the municipalities of the same name, while the cities of Sarajevo and East Sarajevo officially consist of several municipalities. Cities have their own city government whose power is in between that of the municipalities and cantons (or the entity, in the case of Republika Srpska).
More recently, several central institutions have been established (such as a defense ministry, security ministry, state court, indirect taxation service and so on) in the process of transferring part of the jurisdiction from the entities to the state. The representation of the government of Bosnia and Herzegovina is by elites who represent the country's three major groups, with each having a guaranteed share of power.
The Chair of the Presidency of Bosnia and Herzegovina rotates among three members (Bosniak, Serb, Croat), each elected as the chair for an eight-month term within their four-year term as a member. The three members of the Presidency are elected directly by the people, with Federation voters voting for the Bosniak and the Croat and the Republika Srpska voters voting for the Serb.
The Chair of the Council of Ministers is nominated by the Presidency and approved by the parliamentary House of Representatives. The Chair of the Council of Ministers is then responsible for appointing a Foreign Minister, Minister of Foreign Trade and others as appropriate.
The Parliamentary Assembly is the lawmaking body in Bosnia and Herzegovina. It consists of two houses: the House of Peoples and the House of Representatives. The House of Peoples has 15 delegates chosen by parliaments of the entities, two-thirds of which come from the Federation (5 Bosniaks and 5 Croats) and one-third from the Republika Srpska (5 Serbs). The House of Representatives is composed of 42 Members elected by the people under a form of proportional representation, two-thirds elected from the Federation and one-third elected from Republika Srpska.The Constitutional Court of Bosnia and Herzegovina is the supreme, final arbiter of legal matters. It is composed of nine members: four members are selected by the Federal House of Representatives, two by the National Assembly of Republika Srpska and three by the President of the European Court of Human Rights after consultation with the Presidency, who cannot be Bosnian citizens.However, the highest political authority in the country is the High Representative for Bosnia and Herzegovina, the chief executive officer for the international civilian presence in the country and is selected by the European Union. Since 1995, the High Representative has been able to bypass the elected parliamentary assembly, and since 1997 has been able to remove elected officials. The methods selected by the High Representative have been criticized as undemocratic. International supervision is to end when the country is deemed politically and democratically stable and self-sustaining.
=== Military ===
The Armed Forces of Bosnia and Herzegovina (OSBiH) were unified into a single entity in 2005, with the merger of the Army of the Federation of Bosnia and Herzegovina and the Army of Republika Srpska, which had defended their respective regions. The Ministry of Defence was formed in 2004.The Bosnian military consists of the Bosnian Ground Forces and Air Force and Air Defense. The Ground Forces number 7,200 active and 5,000 reserve personnel. They are armed with a mix of American, Yugoslavian, Soviet, and European-made weaponry, vehicles, and military equipment. The Air Force and Air Defense Forces have 1,500 personnel and about 62 aircraft. The Air Defense Forces operate MANPADS hand-held missiles, surface-to-air missile (SAM) batteries, anti-aircraft cannons, and radar. The Army has recently adopted remodeled MARPAT uniforms, used by Bosnian soldiers serving with the International Security Assistance Force (ISAF) in Afghanistan. A domestic production program is now underway to ensure that army units are equipped with the correct ammunition.Beginning in 2007, the Ministry of Defence undertook the army's first ever international assistance mission, enlisting the military to serve with ISAF peace missions to Afghanistan, Iraq and the Democratic Republic of the Congo in 2007. Five officers, acting as officers/advisors, served in the Democratic Republic of the Congo. 45 soldiers, mostly acting as base security and medical assistants, served in Afghanistan. 85 Bosnian soldiers served as base security in Iraq, occasionally conducting infantry patrols there as well. All three deployed groups have been commended by their respective international forces as well as the Ministry of Defence of Bosnia and Herzegovina. The international assistance operations are still ongoing.The Air Force and Anti-Aircraft Defence of Bosnia and Herzegovina was formed when elements of the Army of the Federation of Bosnia and Herzegovina and the Republika Srpska Air Force were merged in 2006. The Air Force has seen improvements in the last few years with added funds for aircraft repairs and improved cooperation with the Ground Forces as well as to the citizens of the country. The Ministry of Defence is pursuing the acquisition of new aircraft including helicopters and perhaps even fighter jets.
=== Foreign relations ===
European Union integration is one of the main political objectives of Bosnia and Herzegovina; it initiated the Stabilisation and Association Process in 2007. Countries participating in the SAP have been offered the possibility to become, once they fulfill the necessary conditions, Member States of the EU. Bosnia and Herzegovina is therefore a potential candidate country for EU accession.The implementation of the Dayton Agreement in 1995 has focused the efforts of policymakers in Bosnia and Herzegovina, as well as the international community, on regional stabilization in the countries-successors of the former Yugoslavia.Within Bosnia and Herzegovina, relations with its neighbors of Croatia, Serbia and Montenegro have been fairly stable since the signing of the Dayton Agreement. On 23 April 2010, Bosnia and Herzegovina received the Membership Action Plan from NATO, which is the last step before full membership in the alliance. Full membership was initially expected in 2014 or 2015, depending on the progress of reforms. In December 2018, NATO approved a Bosnian Membership Action Plan.
== Demography ==
According to the 1991 census, Bosnia and Herzegovina had a population of 4,369,319, while the 1996 World Bank Group census showed a decrease to 3,764,425. Large population migrations during the Yugoslav Wars in the 1990s have caused demographic shifts in the country. Between 1991 and 2013, political disagreements made it impossible to organize a census. A census had been planned for 2011, and then for 2012, but was delayed until October 2013. The 2013 census found a total population of 3,531,159 people, a drop of approximately 20% since 1991. The 2013 census figures include non-permanent Bosnian residents and for this reason are contested by Republika Srpska officials and Serb politicians (see Ethnic groups below).
=== Largest cities ===
=== Ethnic groups ===
Bosnia and Herzegovina is home to three ethnic "constituent peoples", namely Bosniaks, Serbs and Croats, plus a number of smaller groups including Jews and Roma. According to data from the 2013 census published by the Agency for Statistics of Bosnia and Herzegovina, Bosniaks constitute 50.1% of the population, Serbs 30.8%, Croats 15.5% and others 2.7%, with the remaining respondents not declaring their ethnicity or not answering. The census results are contested by the Republika Srpska statistical office and by Bosnian Serb politicians. The dispute over the census concerns the inclusion of non-permanent Bosnian residents in the figures, which Republika Srpska officials oppose. The European Union's statistics office, Eurostat, concluded in May 2016 that the census methodology used by the Bosnian statistical agency is in line with international recommendations.
=== Languages ===
Bosnia's constitution does not specify any official languages. However, academics Hilary Footitt and Michael Kelly note the Dayton Agreement states it is "done in Bosnian, Croatian, English and Serbian", and they describe this as the "de facto recognition of three official languages" at the state level. The equal status of Bosnian, Serbian and Croatian was verified by the Constitutional Court in 2000. It ruled the provisions of the Federation and Republika Srpska constitutions on language were incompatible with the state constitution, since they only recognised Bosnian and Croatian (in the case of the Federation) and Serbian (in the case of Republika Srpska) as official languages at the entity level. As a result, the wording of the entity constitutions was changed and all three languages were made official in both entities. The three standard languages are fully mutually intelligible and are known collectively under the appellation of Serbo-Croatian, despite this term not being formally recognized in the country. Use of one of the three languages has become a marker of ethnic identity. Michael Kelly and Catherine Baker argue: "The three official languages of today's Bosnian state...represent the symbolic assertion of national identity over the pragmatism of mutual intelligibility".According to the 1992 European Charter for Regional or Minority Languages (ECRML), Bosnia and Herzegovina recognizes the following minority languages: Albanian, Montenegrin, Czech, Italian, Hungarian, Macedonian, German, Polish, Romani, Romanian, Rusyn, Slovak, Slovene, Turkish, Ukrainian and Jewish (Yiddish and Ladino). The German minority in Bosnia and Herzegovina are mostly remnants of Donauschwaben (Danube Swabians), who settled in the area after the Habsburg monarchy claimed the Balkans from the Ottoman Empire. Due to expulsions and (forced) assimilation after the two World wars, the number of ethnic Germans in Bosnia and Herzegovina was drastically diminished.In the 2013 census, 52.86% of the population consider their mother tongue Bosnian, 30.76% Serbian, 14.6% Croatian and 1.57% another language, with 0.21% not giving an answer.
=== Religion ===
Bosnia and Herzegovina is a religiously diverse country. According to the 2013 census, Muslims comprised 50.7% of the population, while Orthodox Christians made 30.7%, Catholic Christians 15.2%, 1.2% other and 1.1% atheist or agnostic, with the remainder not declaring or not answering the question. A 2012 survey found 54% of Bosnia's Muslims were non-denominational, while 38% followed Sunnism.
=== Urban areas ===
Sarajevo is home to 419,957 inhabitants in its urban area which comprises the City of Sarajevo as well as the municipalities of Ilidža, Vogošća, Istočna Ilidža, Istočno Novo Sarajevo and Istočni Stari Grad. The metro area has a population of 555,210 and includes Sarajevo Canton, East Sarajevo and the municipalities of Breza, Kiseljak, Kreševo and Visoko.
== Economy ==
During the Bosnian War, the economy suffered €200 billion in material damages, roughly €326.38 billion in 2022 (inflation adjusted). Bosnia and Herzegovina faces the dual-problem of rebuilding a war-torn country and introducing transitional liberal market reforms to its formerly mixed economy. One legacy of the previous era is a strong industry; under former republic president Džemal Bijedić and Yugoslav President Josip Broz Tito, metal industries were promoted in the republic, resulting in the development of a large share of Yugoslavia's plants; SR Bosnia and Herzegovina had a very strong industrial export oriented economy in the 1970s and 1980s, with large scale exports worth millions of US$.
For most of Bosnia's history, agriculture has been conducted on privately owned farms; Fresh food has traditionally been exported from the republic.The war in the 1990s, caused a dramatic change in the Bosnian economy. GDP fell by 60% and the destruction of physical infrastructure devastated the economy. With much of the production capacity unrestored, the Bosnian economy still faces considerable difficulties. Figures show GDP and per capita income increased 10% from 2003 to 2004; this and Bosnia's shrinking national debt being negative trends, and high unemployment 38.7% and a large trade deficit remain cause for concern.
The national currency is the (Euro-pegged) Convertible Mark (KM), controlled by the currency board. Annual inflation is the lowest relative to other countries in the region at 1.9% in 2004. The international debt was $5.1 billion (as of 31 December 2014). Real GDP growth rate was 5% for 2004 according to the Central Bank of Bosnia and Herzegovina and Statistical Office of Bosnia and Herzegovina.
Bosnia and Herzegovina has displayed positive progress in the previous years, which decisively moved its place from the lowest income equality rank of income equality rankings fourteen out of 193 nations.According to Eurostat data, Bosnia and Herzegovina's PPS GDP per capita stood at 29 per cent of the EU average in 2010.The International Monetary Fund (IMF) announced a loan to Bosnia worth US$500 million to be delivered by Stand-By Arrangement. This was scheduled to be approved in September 2012.The United States Embassy in Sarajevo produces the Country Commercial Guide – an annual report that delivers a comprehensive look at Bosnia and Herzegovina's commercial and economic environment, using economic, political, and market analysis.
By some estimates, grey economy is 25.5% of GDP.In 2017, exports grew by 17% when compared to the previous year, totaling €5.65 billion. The total volume of foreign trade in 2017 amounted to €14.97 billion and increased by 14% compared to the previous year. Imports of goods increased by 12% and amounted to €9.32 billion. The coverage of imports by exports increased by 3% compared to the previous year and now it is 61 percent. In 2017, Bosnia and Herzegovina mostly exported car seats, electricity, processed wood, aluminium and furniture. In the same year, it mostly imported crude oil, automobiles, motor oil, coal and briquettes.The unemployment rate in 2017 was 20.5%, but The Vienna Institute for International Economic Studies is predicting falling unemployment rate for the next few years. In 2018, the unemployment should be 19.4% and it should further fall to 18.8% in 2019. In 2020, the unemployment rate should go down to 18.3%.
On 31 December 2017, the Council of Ministers of Bosnia and Herzegovina issued the report on public debt of Bosnia and Herzegovina, stating the public debt was reduced by €389.97 million, or by more than 6% when compared to 31 December 2016. By the end of 2017, public debt was €5.92 billion, which amounted to 35.6 percent of GDP.As of 31 December 2017, there were 32,292 registered companies in the country, which together had revenues of €33.572 billion that same year.In 2017, the country received €397.35 million in foreign direct investment, which equals to 2.5% of the GDP.In 2017, Bosnia and Herzegovina ranked third in the world in terms of the number of new jobs created by foreign investment, relative to the number of inhabitants.In 2018, Bosnia and Herzegovina exported goods worth 11.9 billion KM (€6.07 billion), which is 7.43% higher than in the same period in 2017, while imports amounted to 19.27 billion KM (€9.83 billion), which is 5.47% higher.The average price of new apartments sold in the country in the first 6 months of 2018 is 1,639 km (€886.31) per square metre. This represents a jump of 3.5% from the previous year.On 30 June 2018, public debt of Bosnia and Herzegovina amounted to about €6.04 billion, of which external debt is 70.56 percent, while the internal debt is 29.4 percent of total public indebtedness. The share of public debt in gross domestic product is 34.92 percent.In the first 7 months of 2018, 811,660 tourists visited the country, a 12.2% jump when compared to the first 7 months of 2017. In the first 11 months of 2018, 1,378,542 tourists visited Bosnia-Herzegovina, an increase of 12.6%, and had 2,871,004 overnight hotel stays, a 13.8% increase from the previous year. Also, 71.8% of the tourists came from foreign countries. In the first seven months of 2019, 906,788 tourists visited the country, an 11.7% jump from the previous year.In 2018, the total value of mergers and acquisitions in Bosnia and Herzegovina amounted to €404.6 million.In 2018, 99.5 percent of enterprises in Bosnia and Herzegovina used computers in their business, while 99.3 percent had internet connections, according to a survey conducted by the Bosnia and Herzegovina Statistics Agency.In 2018, Bosnia and Herzegovina received 783.4 million KM (€400.64 million) in direct foreign investment, which was equivalent to 2.3% of GDP.
In 2018, the Central Bank of Bosnia and Herzegovina made a profit of 8,430,875 km (€4,306,347).The World Bank predicted that the economy would grow 3.4% in 2019.Bosnia and Herzegovina was placed 83rd on the Index of Economic Freedom for 2019. The total rating for Bosnia and Herzegovina is 61.9. This position represents some progress relative to the 91st place in 2018. This result is below the regional level, but still above the global average, making Bosnia and Herzegovina a "moderately free" country.On 31 January 2019, total deposits in Bosnian banks were KM 21.9 billion (€11.20 billion), which represents 61.15% of nominal GDP.In the second quarter of 2019, the average price of new apartments sold in Bosnia and Herzegovina was 1,606 km (€821.47) per square metre.In the first six months of 2019, exports amounted to 5.829 billion KM (€2.98 billion), which is 0.1% less than in the same period of 2018, while imports amounted to 9.779 billion KM (€5.00 billion), which is by 4.5% more than in the same period of the previous year.In the first six months of 2019, foreign direct investment amounted to 650.1 million KM (€332.34 million).Bosnia and Herzegovina was ranked 70th in the Global Innovation Index in 2022.
=== Tourism ===
According to projections by the World Tourism Organization, Bosnia and Herzegovina had the third highest tourism growth rate in the world between 1995 and 2020.In 2017, 1,307,319 tourists visited Bosnia and Herzegovina, an increase of 13.7%, and had 2,677,125 overnight hotel stays, a 12.3% increase from the previous year. 71.5% of the tourists came from foreign countries.In 2018, 1.883.772 tourists visited Bosnia and Herzegovina, an increase of 44,1%, and had 3.843.484 overnight hotel stays, a 43.5% increase from the previous year. Also, 71.2% of the tourists came from foreign countries.In 2006, when ranking the best cities in the world, Lonely Planet placed Sarajevo, the national capital and host of the 1984 Winter Olympics, as #43 on the list. Tourism in Sarajevo is chiefly focused on historical, religious, and cultural aspects. In 2010, Lonely Planet's "Best in Travel" nominated it as one of the top ten cities to visit that year. Sarajevo also won travel blog Foxnomad's "Best City to Visit" competition in 2012, beating more than one hundred other cities around the entire world.Međugorje has become one of the most popular pilgrimage sites for Catholics from around the world and has turned into Europe's third most important religious place, where each year more than 1 million people visit. It has been estimated that 30 million pilgrims have come to Međugorje since the reputed apparitions began in 1981. Since 2019, pilgrimages to Međugorje have been officially authorized and organized by the Vatican.Bosnia has also become an increasingly popular skiing and Ecotourism destination. The mountains that hosted the winter olympic games of Bjelašnica, Jahorina and Igman are the most visited skiing mountains in Bosnia-Herzegovina. Bosnia and Herzegovina remains one of the last undiscovered natural regions of the southern area of the Alps, with vast tracts of wild and untouched nature attracting adventurers and nature lovers. National Geographic named Bosnia and Herzegovina as the best mountain biking adventure destination for 2012. The central Bosnian Dinaric Alps are favored by hikers and mountaineers, as they contain both Mediterranean and Alpine climates. Whitewater rafting has become somewhat of a national pastime in Bosnia and Herzegovina. The primary rivers used for whitewater rafting in the country include the Vrbas, Tara, Drina, Neretva and Una. Meanwhile, the most prominent rivers are the Vrbas and Tara, as they both hosted The 2009 World Rafting Championship. The reason the Tara river is immensely popular for whitewater rafting is because it contains the deepest river canyon in Europe, the Tara River Canyon.Most recently, the Huffington Post named Bosnia and Herzegovina the "9th Greatest Adventure in the World for 2013", adding that the country boasts "the cleanest water and air in Europe; the greatest untouched forests; and the most wildlife. The best way to experience is the three rivers trip, which purls through the best the Balkans have to offer."
== Infrastructure ==
=== Transport ===
Sarajevo International Airport, also known as Butmir Airport, is the main international airport in Bosnia and Herzegovina, located 3.3 NM (6.1 km; 3.8 mi) southwest of the Sarajevo main railway station in the city of Sarajevo in the suburb of Butmir.
Railway operations in Bosnia and Herzegovina are successors of the Yugoslav Railways within the country boundaries following independence from the former Yugoslavia in 1992. Today, they are operated by the Railways of the Federation of Bosnia and Herzegovina (ŽFBiH) in the Federation of Bosnia and Herzegovina and by Republika Srpska Railways (ŽRS) in Republika Srpska.
=== Telecommunications ===
The Bosnian communications market was fully liberalised in January 2006. The three landline telephone operators predominantly provide services in their operating areas but have nationwide licenses for domestic and international calls. Mobile data services are also available, including high-speed EDGE, 3G and 4G services.Oslobođenje (Liberation), founded in 1943, is one of the country's longest running continuously circulating newspapers. There are many national publications, including the Dnevni avaz (Daily Voice), founded in 1995, and Jutarnje Novine (Morning News), to name but a few in circulation in Sarajevo. Other local periodicals include the Croatian Hrvatska riječ newspaper and Bosnian Start magazine, as well as Slobodna Bosna (Free Bosnia) and BH Dani (BH Days) weekly newspapers. Novi Plamen, a monthly magazine, was the most left-wing publication. International news station Al Jazeera maintains a sister channel catering to the Balkan region, Al Jazeera Balkans, broadcasting out of and based in Sarajevo. Since 2014, the N1 platform has broadcast as an affiliate of CNN International, with offices in Sarajevo, Zagreb and Belgrade.As of 2021, Bosnia and Herzegovina ranked second highest in press freedom in the region, after Croatia, and is placed 58th internationally.As of December 2021, there are 3,374,094 internet users in the country, or 95.55% of the entire population.
=== Education ===
Higher education has a long and rich tradition in Bosnia and Herzegovina. The first bespoke higher-education institution was a school of Sufi philosophy established by Gazi Husrev-beg in 1531. Numerous other religious schools then followed. In 1887, under the Austro-Hungarian Empire, a Sharia law school began a five-year program. In the 1940s, the University of Sarajevo became the city's first secular higher education institute. In the 1950s, post-bachelaurate graduate degrees became available. Severely damaged during the war, it was recently rebuilt in partnership with more than 40 other universities. There are various other institutions of higher education, including: University Džemal Bijedić of Mostar, University of Banja Luka, University of Mostar, University of East Sarajevo, University of Tuzla, American University in Bosnia and Herzegovina and the Academy of Sciences and Arts of Bosnia and Herzegovina, which is held in high regard as one of the most prestigious creative arts academies in the region.
Also, Bosnia and Herzegovina is home to several private and international higher education institutions, some of which are:
Sarajevo School of Science and Technology
International University of Sarajevo
American University in Bosnia and Herzegovina
Sarajevo Graduate School of Business
International Burch UniversityPrimary schooling lasts for nine years. Secondary education is provided by general and technical secondary schools (typically Gymnasiums) where studies typically last for four years. All forms of secondary schooling include an element of vocational training. Pupils graduating from general secondary schools obtain the Matura and can enroll in any tertiary educational institution or academy by passing a qualification examination prescribed by the governing body or institution. Students graduating technical subjects obtain a Diploma.
== Culture ==
=== Architecture ===
The architecture of Bosnia and Herzegovina is largely influenced by four major periods where political and social changes influenced the creation of distinct cultural and architectural habits of the population. Each period made its influence felt and contributed to a greater diversity of cultures and architectural language in this region.
=== Media ===
Some television, magazines, and newspapers in Bosnia and Herzegovina are state-owned, and some are for-profit corporations funded by advertising, subscription, and other sales-related revenues. The Constitution of Bosnia and Herzegovina guarantees freedom of speech.
As a country in transition with a post-war legacy and a complex domestic political structure, Bosnia and Herzegovina's media system is under transformation. In the early post-war period (1995–2005), media development was guided mainly by international donors and cooperation agencies, who invested to help reconstruct, diversify, democratize and professionalize media outlets.Post-war developments included the establishment of an independent Communication Regulatory Agency, the adoption of a Press Code, the establishment of the Press Council, the decriminalization of libel and defamation, the introduction of a rather advanced Freedom of Access to Information Law, and the creation of a Public Service Broadcasting System from the formerly state-owned broadcaster.
Yet, internationally backed positive developments have been often obstructed by domestic elites, and the professionalisation of media and journalists has proceeded only slowly. High levels of partisanship and linkages between the media and the political systems hinder the adherence to professional code of conducts.
=== Literature ===
Bosnia and Herzegovina has a rich literature, including the Nobel Prize winner Ivo Andrić and poets such as Antun Branko Šimić, Aleksa Šantić, Jovan Dučić and Mak Dizdar, writers such as Zlatko Topčić, Meša Selimović, Semezdin Mehmedinović, Miljenko Jergović, Isak Samokovlija, Safvet-beg Bašagić, Abdulah Sidran, Petar Kočić, Aleksandar Hemon and Nedžad Ibrišimović.
The National Theater was founded in 1919 in Sarajevo and its first director was dramatist Branislav Nušić. Magazines such as Novi Plamen or Sarajevske sveske are some of the more prominent publications covering cultural and literary themes.
By the late 1950s, Ivo Andrić's works had been translated into a number of languages. In 1958, the Association of Writers of Yugoslavia nominated Andrić as its first ever candidate for the Nobel Prize in Literature
=== Art ===
The art of Bosnia and Herzegovina was always evolving and ranged from the original medieval tombstones called Stećci to paintings in Kotromanić court. However, only with the arrival of Austro-Hungarians did the painting renaissance in Bosnia really begin to flourish. The first educated artists from European academies appeared with the beginning of the 20th century. Among those are: Gabrijel Jurkić, Petar Šain, Roman Petrović and Lazar Drljača.
After World War II, artists like Mersad Berber and Safet Zec rose in popularity.
In 2007, Ars Aevi, a museum of contemporary art that includes works by renowned world artists, was founded in Sarajevo.
=== Music ===
Typical Bosnian songs are ganga, rera, and the traditional Slavic music for the folk dances such as kolo, while from the Ottoman era the most popular is Sevdalinka. Pop and Rock music has a tradition here as well, with the more famous musicians including Dino Zonić, Goran Bregović, Davorin Popović, Kemal Monteno, Zdravko Čolić, Elvir Laković Laka, Edo Maajka, Hari Varešanović, Dino Merlin, Mladen Vojičić Tifa, Željko Bebek, etc. Other composers such as Đorđe Novković, Al' Dino, Haris Džinović, Kornelije Kovač, and many rock and pop bands, for example, Bijelo Dugme, Crvena jabuka, Divlje jagode, Indexi, Plavi orkestar, Zabranjeno Pušenje, Ambasadori, Dubioza kolektiv, who were among the leading ones in the former Yugoslavia. Bosnia is home to the composer Dušan Šestić, the creator of the National Anthem of Bosnia and Herzegovina and father of singer Marija Šestić, to the world known jazz musician, educator and Bosnian jazz ambassador Sinan Alimanović, composer Saša Lošić and pianist Saša Toperić. In the villages, especially in Herzegovina, Bosniaks, Serbs and Croats play the ancient gusle. The gusle is used mainly to recite epic poems in a usually dramatic tone.
Probably the most distinctive and identifiably "Bosnian" of music, Sevdalinka is a kind of emotional, melancholic folk song that often describes sad subjects such as love and loss, the death of a dear person or heartbreak. Sevdalinkas were traditionally performed with a saz, a Turkish string instrument, which was later replaced by the accordion. However the more modern arrangement, to the derision of some purists, is typically a vocalist accompanied by the accordion along with snare drums, upright bass, guitars, clarinets and violins.
Rural folk traditions in Bosnia and Herzegovina include the shouted, polyphonic ganga and "ravne pjesme" (flat song) styles, as well as instruments like a droneless bagpipe, wooden flute and šargija. The gusle, an instrument found throughout the Balkans, is also used to accompany ancient Slavic epic poems. There are also Bosnian folk songs in the Ladino language, derived from the area's Jewish population.
Bosnian roots music came from Middle Bosnia, Posavina, the Drina valley and Kalesija. It is usually performed by singers with two violinists and a šargija player. These bands first appeared around World War I and became popular in the 1960s. This is the third oldest music after the Sevdalinka and ilahija. Self-taught people, mostly in two or three members of the different choices of old instruments, mostly in the violin, sacking, saz, drums, flutes (zurle) or wooden flute, as others have already called, the original performers of Bosnian music that can not be written notes, transmitted by ear from generation to generation, family is usually hereditary. It is thought to be brought from Persia-Kalesi tribe that settled in the area of the present Sprečanski valleys and hence probably the name Kalesija. In this part of Bosnia, it is the most common. This kind of music was enjoyed by all three peoples in Bosnia, Bosniaks, Serbs and Croats, and it contributed a lot to reconcile people socializing, entertainment and other organizations through festivals. In Kalesija, it is maintained each year with the Original Bosnian Festival music.
=== Cinema and theatre ===
Sarajevo is internationally renowned for its eclectic and diverse selection of festivals. The Sarajevo Film Festival was established in 1995, during the Bosnian War and has become the premier and largest film festival in the Balkans and Southeast Europe.
Bosnia has a rich cinematic and film heritage, dating back to the Kingdom of Yugoslavia; many Bosnian filmmakers have achieved international prominence and some have won international awards ranging from the Academy Awards to multiple Palme d'Ors and Golden Bears. Some notable Bosnian screenwriters, directors and producers are Danis Tanović (known for the Academy Award and Golden Globe Award winning 2001 film No Man's Land and Silver Bear Grand Jury Prize winning 2016 film Death in Sarajevo), Jasmila Žbanić (won Golden Bear, Academy Award and BAFTA nominated 2020 film Quo Vadis, Aida?), Emir Kusturica (won two Palme d'Ors at Cannes), Zlatko Topčić, Ademir Kenović, Ahmed Imamović, Pjer Žalica, Aida Begić, etc.
=== Cuisine ===
Bosnian cuisine uses many spices, in moderate quantities. Most dishes are light, as they are boiled; the sauces are fully natural, consisting of little more than the natural juices of the vegetables in the dish. Typical ingredients include tomatoes, potatoes, onions, garlic, peppers, cucumbers, carrots, cabbage, mushrooms, spinach, zucchini, dried beans, fresh beans, plums, milk, paprika and cream called pavlaka. Bosnian cuisine is balanced between Western and Eastern influences. As a result of the Ottoman administration for almost 500 years, Bosnian food is closely related to Turkish, Greek and other former Ottoman and Mediterranean cuisines. However, because of years of Austrian rule, there are many influences from Central Europe. Typical meat dishes include primarily beef and lamb. Some local specialties are ćevapi, burek, dolma, sarma, pilav, goulash, ajvar and a whole range of Eastern sweets. Ćevapi is a grilled dish of minced meat, a type of kebab, popular in former Yugoslavia and considered a national dish in Bosnia and Herzegovina and Serbia. Local wines come from Herzegovina where the climate is suitable for growing grapes. Herzegovinian loza (similar to Italian Grappa but less sweet) is very popular. Plum (rakija) or apple (jabukovača) alcohol beverages are produced in the north. In the south, distilleries used to produce vast quantities of brandy and supply all of ex-Yugoslav alcohol factories (brandy is the base of most alcoholic drinks).
Coffeehouses, where Bosnian coffee is served in džezva with rahat lokum and sugar cubes, proliferate Sarajevo and every city in the country. Coffee drinking is a favorite Bosnian pastime and part of the culture. Bosnia and Herzegovina is the ninth country in the entire world by per capita coffee consumption.
== Sports ==
Bosnia and Herzegovina has produced many athletes, both as a state in Yugoslavia and independently after 1992. The most important international sporting event in the history of Bosnia and Herzegovina were the 14th Winter Olympics, held in Sarajevo from 7 to 19 February 1984.
The Borac handball club has won seven Yugoslav Handball Championships, as well as the European Cup in 1976 and the International Handball Federation Cup in 1991.
Amel Mekić, Bosnian judoka, became European champion in 2011. Track and field athlete Amel Tuka won bronze and silver medals in 800 metres at the 2015 and 2019 IAAF World Athletics Championships and Hamza Alić won the silver medal in shot put at the 2013 European Indoor Championships.
The Bosna Royal basketball club from Sarajevo were European Champions in 1979. The Yugoslavia men's national basketball team, which won medals in every world championship from 1963 through 1990, included Bosnian players such as FIBA Hall of Famers Dražen Dalipagić and Mirza Delibašić. Bosnia and Herzegovina regularly qualifies for the European Championship in Basketball, with players including Mirza Teletović, Nihad Đedović and Jusuf Nurkić. The Bosnia and Herzegovina national under-16 team won two gold medals in 2015, winning both 2015 European Youth Summer Olympic Festival as well as the 2015 FIBA Europe Under-16 Championship.
Women's basketball club Jedinstvo Aida from Tuzla won the Women's European Club Championship in 1989 and Ronchetti Cup final in 1990, led by Razija Mujanović, three times best female European basketball player, and Mara Lakić
The Bosnian chess team was Champion of Yugoslavia seven times, in addition to club ŠK Bosna winning four European Chess Club Cups. Chess grandmaster Borki Predojević has also won two European Championships. The most impressive success of Bosnian Chess was a runner-up position at the 31st Chess Olympiad in 1994 in Moscow, featuring Grandmasters Predrag Nikolić, Ivan Sokolov and Bojan Kurajica.
Middle-weight boxer Marijan Beneš has won several Championships of Bosnia and Herzegovina, Yugoslav Championships and the European Championship. In 1978, he won the World Title against Elisha Obed from The Bahamas.
Association football is the most popular sport in Bosnia and Herzegovina. It dates from 1903, but its popularity grew significantly after World War I. Bosnian clubs FK Sarajevo and Željezničar won the Yugoslav Championship, while the Yugoslav national football team included Bosnian players of all ethnic backgrounds and generations, such as Safet Sušić, Zlatko Vujović, Mehmed Baždarević, Davor Jozić, Faruk Hadžibegić, Predrag Pašić, Blaž Slišković, Vahid Halilhodžić, Dušan Bajević, Ivica Osim, Josip Katalinski, Tomislav Knez, Velimir Sombolac and numerous others. The Bosnia and Herzegovina national football team played at the 2014 FIFA World Cup, its first major tournament. Players on the team again includes notable players of all country's ethnic background, such as then and now captains Emir Spahić, Zvjezdan Misimović and Edin Džeko, defenders like Ognjen Vranješ, Sead Kolašinac and Toni Šunjić, midfielders like Miralem Pjanić and Senad Lulić, striker Vedad Ibišević, etc. Former Bosnian footballers include Hasan Salihamidžić, who became only the second Bosnian to ever win a UEFA Champions League trophy, after Elvir Baljić. He made 234 appearances and scored 31 goals for German club FC Bayern Munich. Sergej Barbarez, who played for several clubs in the German Bundesliga. including Borussia Dortmund, Hamburger SV and Bayer Leverkusen was joint-top scorer in the 2000–01 Bundesliga season with 22 goals. Meho Kodro spent most of his career playing in Spain, most notably with Real Sociedad and FC Barcelona. Elvir Rahimić made 302 appearances for Russian club CSKA Moscow with whom he won the UEFA Cup in 2005.
Milena Nikolić, member of the women's national team, was the 2013–14 UEFA Women's Champions League top scorer.Bosnia and Herzegovina was the world champion of volleyball at the 2004 Summer Paralympics and volleyball at the 2012 Summer Paralympics. Many among those on the team lost their legs in the Bosnian War. Its national sitting volleyball team is one of the dominant forces in the sport worldwide, winning nine European Championships, three World Championships and two Paralympic gold medals.
Tennis is also gaining a lot of popularity after the recent successes of Damir Džumhur and Mirza Bašić at Grand Slam level. Other notable tennis players who have represented Bosnia and Herzegovina are Tomislav Brkić, Amer Delić and Mervana Jugić-Salkić.
== See also ==
Outline of Bosnia and Herzegovina
== Notes ==
== References ==
== Bibliography ==
== Further reading ==
== External links ==
Bosnia and Herzegovina from UCB Libraries GovPubs (archived 3 July 2008)
Bosnia and Herzegovina at Curlie
Wikimedia Atlas of Bosnia and Herzegovina
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Michigan
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Michigan ( ) is a state in the Great Lakes region of the upper Midwestern United States. It has land borders with Wisconsin to the northwest, and Indiana and Ohio to the south; it is also connected by Lakes Superior, Michigan, Huron, and Erie to the states of Minnesota and Illinois, and the Canadian province of Ontario. With a population of nearly 10.12 million and an area of nearly 97,000 sq mi (250,000 km2), Michigan is the 10th-largest state by population, the 11th-largest by area, and the largest by area east of the Mississippi River. Its capital is Lansing, and its largest city is Detroit. Metro Detroit is among the nation's most populous and largest metropolitan economies. Its name derives from a gallicized variant of the original Ojibwe word ᒥᓯᑲᒥ (mishigami), meaning "large water" or "large lake".Michigan consists of two peninsulas. The Lower Peninsula resembles the shape of a mitten, and comprises a majority of the state's land area. The Upper Peninsula (often called "the U.P.") is separated from the Lower Peninsula by the Straits of Mackinac, a five-mile (8 km) channel that joins Lake Huron to Lake Michigan. The Mackinac Bridge connects the peninsulas. Michigan has the longest freshwater coastline of any political subdivision in the United States, being bordered by four of the five Great Lakes and Lake St. Clair. It also has 64,980 inland lakes and ponds. Michigan has the second-most water area of any state, behind only Alaska.The area was first occupied by a succession of Native American tribes over thousands of years. In the 17th century, French explorers claimed it as part of the New France colony, when it was largely inhabited by indigenous peoples. French and Canadian traders and settlers, Métis, and others migrated to the area, settling largely along the waterways. After France's defeat in the French and Indian War in 1762, the region came under British rule. Britain ceded the territory to the newly independent United States after its defeat in the American Revolutionary War.
The area was part of the larger Northwest Territory until 1800, when western Michigan became part of the Indiana Territory. Michigan Territory was formed in 1805, but some of the northern border with Canada was not agreed upon until after the War of 1812. Michigan was admitted into the Union in 1837 as the 26th state, a free one. It soon became an important center of industry and trade in the Great Lakes region, attracting immigrants in the late 19th and early 20th centuries from many European countries. Immigrants from Finland, Macedonia, and the Netherlands were especially numerous. Migration from Appalachia and of Black Southerners as part of the Great Migration increased in the 1930s, with many settling in Metro Detroit.
Although Michigan has developed a diverse economy, in the early 20th century it became widely known as the center of the U.S. automotive industry, which developed as a major national economic force. It is home to the country's three major automobile companies (whose headquarters are all in Metro Detroit). Once exploited for logging and mining, today the sparsely populated Upper Peninsula is important for tourism because of its abundance of natural resources. The Lower Peninsula is a center of manufacturing, forestry, agriculture, services, and high-tech industry.
== History ==
When the first European explorers arrived, the most populous tribes were the Algonquian peoples, which include the Anishinaabe groups of Ojibwe, Odaawaa/Odawa (Ottawa), and the Boodewaadamii/Bodéwadmi (Potawatomi). The three nations coexisted peacefully as part of a loose confederation called the Council of Three Fires. The Ojibwe, whose numbers are estimated to have been between 25,000 and 35,000, were the largest.
The Ojibwe Indians (also known as Chippewa in the U.S.), an Anishinaabe tribe, were established in Michigan's Upper Peninsula and northern and central Michigan. Bands also inhabited Ontario and southern Manitoba, Canada; and northern Wisconsin, and northern and north-central Minnesota. The Ottawa Indians lived primarily south of the Straits of Mackinac in northern, western, and southern Michigan, but also in southern Ontario, northern Ohio, and eastern Wisconsin. The Potawatomi were in southern and western Michigan, in addition to northern and central Indiana, northern Illinois, southern Wisconsin, and southern Ontario. Other Algonquian tribes in Michigan, in the south and east, were the Mascouten, the Menominee, the Miami, the Sac (or Sauk), and the Meskwaki (Fox). The Wyandot were an Iroquoian-speaking people in this area; they were historically known as the Huron by the French, and were the historical adversaries of the Iroquois Confederation.
=== 17th century ===
French voyageurs and coureurs des bois explored and settled in Michigan in the 17th century. The first Europeans to reach what became Michigan were those of Étienne Brûlé's expedition in 1622. The first permanent European settlement was founded in 1668 on the site where Père Jacques Marquette established Sault Ste. Marie, Michigan, as a base for Catholic missions. Missionaries in 1671–75 founded outlying stations at Saint Ignace and Marquette. Jesuit missionaries were well received by the area's Indian populations, with few difficulties or hostilities. In 1679, Robert Cavelier, Sieur de la Salle built Fort Miami at present-day St. Joseph. In 1691, the French established a trading post and Fort St. Joseph along the St. Joseph River at the present-day city of Niles.
=== 18th century ===
In 1701, French explorer and army officer Antoine de la Mothe Cadillac founded Fort Pontchartrain du Détroit or "Fort Pontchartrain on-the-Strait" on the strait, known as the Detroit River, between lakes Saint Clair and Erie. Cadillac had convinced King Louis XIV's chief minister, Louis Phélypeaux, Comte de Pontchartrain, that a permanent community there would strengthen French control over the upper Great Lakes and discourage British aspirations.
The hundred soldiers and workers who accompanied Cadillac built a fort enclosing one arpent (about 0.85 acres (3,400 m2), the equivalent of just under 200 feet (61 m) per side) and named it Fort Pontchartrain. Cadillac's wife, Marie Thérèse Guyon, soon moved to Detroit, becoming one of the first European women to settle in what was considered the wilderness of Michigan. The town quickly became a major fur-trading and shipping post. The Église de Saint-Anne (Catholic Church of Saint Anne) was founded the same year. While the original building does not survive, the congregation remains active. Cadillac later departed to serve as the French governor of Louisiana from 1710 to 1716. French attempts to consolidate the fur trade led to the Fox Wars, in which the Meskwaki (Fox) and their allies fought the French and their Native allies.
At the same time, the French strengthened Fort Michilimackinac at the Straits of Mackinac to better control their lucrative fur-trading empire. By the mid-18th century, the French also occupied forts at present-day Niles and Sault Ste. Marie, though most of the rest of the region remained unsettled by Europeans. France offered free land to attract families to Detroit, which grew to 800 people in 1765. It was the largest city between Montreal and New Orleans. French settlers also established small farms south of the Detroit River opposite the fort, near a Jesuit mission and Huron village.
From 1660 until the end of French rule, Michigan was part of the Royal Province of New France. In 1760, Montreal fell to the British forces, ending the French and Indian War (1754–1763), the North American front of the Seven Years' War in Europe. Under the 1763 Treaty of Paris, Michigan and the rest of New France east of the Mississippi River were ceded by defeated France to Great Britain. After the Quebec Act was passed in 1774, Michigan became part of the British Province of Quebec. By 1778, Detroit's population reached 2,144 and it was the third-largest city in Quebec province.During the American Revolutionary War, Detroit was an important British supply center. Most of the inhabitants were French-Canadians or American Indians, many of whom had been allied with the French because of long trading ties. Because of imprecise cartography and unclear language defining the boundaries in the 1783 Treaty of Paris, the British retained control of Detroit and Michigan after the American Revolution. When Quebec split into Lower and Upper Canada in 1791, Michigan was part of Kent County, Upper Canada. It held its first democratic elections in August 1792 to send delegates to the new provincial parliament at Newark (now Niagara-on-the-Lake).Under terms negotiated in the 1794 Jay Treaty, Britain withdrew from Detroit and Michilimackinac in 1796. It retained control of territory east and south of the Detroit River, which are now included in Ontario, Canada. Questions remained over the boundary for many years, and the United States did not have uncontested control of the Upper Peninsula and Drummond Island until 1818 and 1847, respectively.
=== 19th century ===
During the War of 1812, the United States forces at Fort Detroit surrendered Michigan Territory (effectively consisting of Detroit and the surrounding area) after a nearly bloodless siege in 1812. A U.S. attempt to retake Detroit resulted in a severe American defeat in the River Raisin Massacre. This battle, still ranked as the bloodiest ever fought in the state, had the highest number of American casualties of any battle of the war.
Michigan was recaptured by the Americans in 1813 after the Battle of Lake Erie. They used Michigan as a base to launch an invasion of Canada, which culminated in the Battle of the Thames. But the more northern areas of Michigan were held by the British until the peace treaty restored the old boundaries. A number of forts, including Fort Wayne, were built by the United States in Michigan during the 19th century out of fears of renewed fighting with Britain.
Michigan Territory governor and judges established the University of Michigan in 1817, as the Catholepistemiad, or the University of Michigania.
The population grew slowly until the opening in 1825 of the Erie Canal through the Mohawk Valley in New York, connecting the Great Lakes to the Hudson River and New York City. The new route attracted a large influx of settlers to the Michigan territory. They worked as farmers, lumbermen, shipbuilders, and merchants and shipped out grain, lumber, and iron ore. By the 1830s, Michigan had 80,000 residents, more than enough to apply and qualify for statehood.
A constitutional convention of assent was held to lead the territory to statehood. In October 1835 the people approved the constitution of 1835, thereby forming a state government. Congressional recognition was delayed pending resolution of a boundary dispute with Ohio known as the Toledo War. Congress awarded the "Toledo Strip" to Ohio. Michigan received the western part of the Upper Peninsula as a concession and formally entered the Union as a free state on January 26, 1837. The Upper Peninsula proved to be a rich source of lumber, iron, and copper. Michigan led the nation in lumber production from the 1850s to the 1880s. Railroads became a major engine of growth from the 1850s onward, with Detroit the chief hub.
A second wave of French-Canadian immigrants settled in Michigan during the late 19th to early 20th century, working in lumbering areas in counties on the Lake Huron side of the Lower Peninsula, such as the Saginaw Valley, Alpena, and Cheboygan counties, as well as throughout the Upper Peninsula, with large concentrations in Escanaba and the Keweenaw Peninsula. This was also a period of development of the gypsum industry in Alabaster, Michigan, which became nationally prominent.
The first statewide meeting of the Republican Party took place on July 6, 1854, in Jackson, Michigan, where the party adopted its platform. The state was predominantly Republican until the 1930s, reflecting the political continuity of migrants from across the Northern Tier of New England and New York. Michigan made a significant contribution to the Union in the American Civil War and sent more than forty regiments of volunteers to the federal armies.
Michigan modernized and expanded its system of education in this period. The Michigan State Normal School, now Eastern Michigan University, was founded in 1849, for the training of teachers. It was the fourth oldest normal school in the United States and the first U.S. normal school outside New England. In 1899, the Michigan State Normal School became the first normal school in the nation to offer a four-year curriculum. Michigan Agricultural College (1855), now Michigan State University in East Lansing, was founded as the first agricultural college in the nation. Many private colleges were founded as well, and the smaller cities established high schools late in the century.
=== 20th–21st centuries ===
Michigan's economy underwent a transformation at the turn of the 20th century. Many individuals, including Ransom E. Olds, John and Horace Dodge, Henry Leland, David Dunbar Buick, Henry Joy, Charles King, and Henry Ford, provided the concentration of engineering know-how and technological enthusiasm to develop the automotive industry. Ford's development of the moving assembly line in Highland Park marked a new era in transportation. Like the steamship and railroad, mass production of automobiles was a far-reaching development. More than the forms of public transportation, the affordable automobile transformed private life. Automobile production became the major industry of Detroit and Michigan, and permanently altered the socioeconomic life of the United States and much of the world.
With the growth, the auto industry created jobs in Detroit that attracted immigrants from Europe and migrants from across the United States, including both blacks and whites from the rural South. By 1920, Detroit was the fourth-largest city in the U.S. residential housing was in short supply, and it took years for the market to catch up with the population boom. By the 1930s, so many immigrants had arrived that more than 30 languages were spoken in the public schools, and ethnic communities celebrated in annual heritage festivals. Over the years immigrants and migrants contributed greatly to Detroit's diverse urban culture, including popular music trends. The influential Motown Sound of the 1960s was led by a variety of individual singers and groups.
Grand Rapids, the second-largest city in Michigan, also became also an important center of manufacturing. Since 1838, the city has been noted for its furniture industry. In the 21st century, it is home to five of the world's leading office furniture companies. Grand Rapids is home to a number of major companies including Steelcase, Amway, and Meijer. Grand Rapids is also an important center for GE Aviation Systems.
Michigan held its first United States presidential primary election in 1910. With its rapid growth in industry, it was an important center of industry-wide union organizing, such as the rise of the United Auto Workers.
In 1920 WWJ (AM) in Detroit became the first radio station in the United States to regularly broadcast commercial programs. Throughout that decade, some of the country's largest and most ornate skyscrapers were built in the city. Particularly noteworthy are the Fisher Building, Cadillac Place, and the Guardian Building, each of which has been designated as a National Historic Landmark (NHL).
In 1927 a school bombing took place in Clinton County. The Bath School disaster, perpetrated by an adult man, resulted in the deaths of 38 schoolchildren and constitutes the deadliest mass murder in a school in U.S. history.Michigan converted much of its manufacturing to satisfy defense needs during World War II; it manufactured 10.9% of the United States military armaments produced during the war, ranking second (behind New York) among the 48 states.Detroit continued to expand through the 1950s, at one point doubling its population in a decade. After World War II, housing was developed in suburban areas outside city cores to meet demand for residences. The federal government subsidized the construction of interstate highways, which were intended to strengthen military access, but also allowed commuters and business traffic to travel the region more easily. Since 1960, modern advances in the auto industry have led to increased automation, high-tech industry, and increased suburban growth.
Michigan became the leading auto-producing state in the U.S., with the industry primarily located throughout the Midwestern United States; Ontario, Canada; and the Southern United States. With almost ten million residents in 2010, Michigan is a large and influential state, ranking tenth in population among the fifty states. Detroit is the centrally located metropolitan area of the Great Lakes megalopolis and the second-largest metropolitan area in the U.S. (after Chicago) linking the Great Lakes system.
The Metro Detroit area in Southeast Michigan is the state's largest metropolitan area (roughly 50% of the population resides there) and the eleventh largest in the United States. The Grand Rapids metropolitan area in Western Michigan is the state's fastest-growing metro area, with more than 1.3 million residents as of 2006.
== Geography ==
Michigan consists of two peninsulas separated by the Straits of Mackinac. The 45th parallel north runs through the state, marked by highway signs and the Polar-Equator Trail— along a line including Mission Point Light near Traverse City, the towns of Gaylord and Alpena in the Lower Peninsula and Menominee in the Upper Peninsula. With the exception of two tiny areas drained by the Mississippi River by way of the Wisconsin River in the Upper Peninsula and by way of the Kankakee-Illinois River in the Lower Peninsula, Michigan is drained by the Great Lakes-St. Lawrence watershed and is the only state with the majority of its land thus drained. No point in the state is more than six miles (9.7 km) from a natural water source or more than 85 miles (137 km) from a Great Lakes shoreline.The Great Lakes that border Michigan from east to west are Lake Erie, Lake Huron, Lake Michigan and Lake Superior. The state is bounded on the south by the states of Ohio and Indiana, sharing land and water boundaries with both. Michigan's western boundaries are almost entirely water boundaries, from south to north, with Illinois and Wisconsin in Lake Michigan; then a land boundary with Wisconsin and the Upper Peninsula, that is principally demarcated by the Menominee and Montreal Rivers; then water boundaries again, in Lake Superior, with Wisconsin and Minnesota to the west, capped around by the Canadian province of Ontario to the north and east.
The heavily forested Upper Peninsula is relatively mountainous in the west. The Porcupine Mountains, which are part of one of the oldest mountain chains in the world, rise to an altitude of almost 2,000 feet (610 m) above sea level and form the watershed between the streams flowing into Lake Superior and Lake Michigan. The surface on either side of this range is rugged. The state's highest point, in the Huron Mountains northwest of Marquette, is Mount Arvon at 1,979 feet (603 m). The peninsula is as large as Connecticut, Delaware, Massachusetts, and Rhode Island combined but has fewer than 330,000 inhabitants. They are sometimes called "Yoopers" (from "U.P.'ers"), and their speech (the "Yooper dialect") has been heavily influenced by the numerous Scandinavian and Canadian immigrants who settled the area during the lumbering and mining boom of the late 19th century.
The Lower Peninsula is shaped like a mitten and many residents hold up a hand to depict where they are from. It is 277 miles (446 km) long from north to south and 195 miles (314 km) from east to west and occupies nearly two-thirds of the state's land area. The surface of the peninsula is generally level, broken by conical hills and glacial moraines usually not more than a few hundred feet tall. It is divided by a low water divide running north and south. The larger portion of the state is on the west of this and gradually slopes toward Lake Michigan. The highest point in the Lower Peninsula is either Briar Hill at 1,705 feet (520 m), or one of several points nearby in the vicinity of Cadillac. The lowest point is the surface of Lake Erie at 571 feet (174 m).
The geographic orientation of Michigan's peninsulas makes for a long distance between the ends of the state. Ironwood, in the far western Upper Peninsula, lies 630 miles (1,010 kilometers) by highway from Lambertville in the Lower Peninsula's southeastern corner. The geographic isolation of the Upper Peninsula from Michigan's political and population centers makes the region culturally and economically distinct. Frequent attempts to establish the Upper Peninsula as its own state called "Superior" have failed to gain traction.A feature of Michigan that gives it the distinct shape of a mitten is the Thumb. This peninsula projects out into Lake Huron and the Saginaw Bay. The geography of the Thumb is mainly flat with a few rolling hills. Other peninsulas of Michigan include the Keweenaw Peninsula, making up the Copper Country region of the state. The Leelanau Peninsula lies in the Northern Lower Michigan region. See Also Michigan Regions
Numerous lakes and marshes mark both peninsulas, and the coast is much indented. Keweenaw Bay, Whitefish Bay, and the Big and Little Bays De Noc are the principal indentations on the Upper Peninsula. The Grand and Little Traverse, Thunder, and Saginaw bays indent the Lower Peninsula. Michigan has the second longest shoreline of any state—3,288 miles (5,292 km), including 1,056 miles (1,699 km) of island shoreline.The state has numerous large islands, the principal ones being the North Manitou and South Manitou, Beaver, and Fox groups in Lake Michigan; Isle Royale and Grande Isle in Lake Superior; Marquette, Bois Blanc, and Mackinac islands in Lake Huron; and Neebish, Sugar, and Drummond islands in St. Mary's River. Michigan has about 150 lighthouses, the most of any U.S. state. The first lighthouses in Michigan were built between 1818 and 1822. They were built to project light at night and to serve as a landmark during the day to safely guide the passenger ships and freighters traveling the Great Lakes (see: lighthouses in the United States).
The state's rivers are generally small, short and shallow, and few are navigable. The principal ones include the Detroit River, St. Marys River, and St. Clair River which connect the Great Lakes; the Au Sable, Cheboygan, and Saginaw, which flow into Lake Huron; the Ontonagon, and Tahquamenon, which flow into Lake Superior; and the St. Joseph, Kalamazoo, Grand, Muskegon, Manistee, and Escanaba, which flow into Lake Michigan. The state has 11,037 inland lakes—totaling 1,305 square miles (3,380 km2) of inland water—in addition to 38,575 square miles (99,910 km2) of Great Lakes waters. No point in Michigan is more than six miles (9.7 km) from an inland lake or more than 85 miles (137 km) from one of the Great Lakes.The state is home to several areas maintained by the National Park Service including: Isle Royale National Park, in Lake Superior, about 30 miles (48 km) southeast of Thunder Bay, Ontario. Other national protected areas in the state include: Keweenaw National Historical Park, Pictured Rocks National Lakeshore, Sleeping Bear Dunes National Lakeshore, Huron National Forest, Manistee National Forest, Hiawatha National Forest, Ottawa National Forest and Father Marquette National Memorial. The largest section of the North Country National Scenic Trail passes through Michigan.
With 78 state parks, 19 state recreation areas, and six state forests, Michigan has the largest state park and state forest system of any state.
=== Climate ===
Michigan has a continental climate, although there are two distinct regions. The southern and central parts of the Lower Peninsula (south of Saginaw Bay and from the Grand Rapids area southward) have a warmer climate (Köppen climate classification Dfa) with hot summers and cold winters. The northern part of Lower Peninsula and the entire Upper Peninsula has a more severe climate (Köppen Dfb), with warm, but shorter summers and longer, cold to very cold winters. Some parts of the state average high temperatures below freezing from December through February, and into early March in the far northern parts. During the winter through the middle of February, the state is frequently subjected to heavy lake-effect snow. The state averages from 30 to 40 inches (76 to 102 cm) of precipitation annually; however, some areas in the northern lower peninsula and the upper peninsula average almost 160 inches (4,100 mm) of snowfall per year. Michigan's highest recorded temperature is 112 °F (44 °C) at Mio on July 13, 1936, and the coldest recorded temperature is −51 °F (−46 °C) at Vanderbilt on February 9, 1934.The state averages 30 days of thunderstorm activity per year. These can be severe, especially in the southern part of the state. The state averages 17 tornadoes per year, which are more common in the state's extreme southern section. Portions of the southern border have been almost as vulnerable historically as states further west and in Tornado Alley. For this reason, many communities in the very southern portions of the state have tornado sirens to warn residents of approaching tornadoes. Farther north, in Central Michigan, Northern Michigan, and the Upper Peninsula, tornadoes are rare.
=== Geology ===
The geological formation of the state is greatly varied, with the Michigan Basin being the most major formation. Primary boulders are found over the entire surface of the Upper Peninsula (being principally of primitive origin), while Secondary deposits cover the entire Lower Peninsula. The Upper Peninsula exhibits Lower Silurian sandstones, limestones, copper and iron bearing rocks, corresponding to the Huronian system of Canada. The central portion of the Lower Peninsula contains coal measures and rocks of the Pennsylvanian period. Devonian and sub-Carboniferous deposits are scattered over the entire state.
Michigan rarely experiences earthquakes, and those that it does experience are generally smaller ones that do not cause significant damage. A 4.6-magnitude earthquake struck in August 1947. More recently, a 4.2-magnitude earthquake occurred on Saturday, May 2, 2015, shortly after noon, about five miles south of Galesburg, Michigan (9 miles southeast of Kalamazoo) in central Michigan, about 140 miles west of Detroit, according to the Colorado-based U.S. Geological Survey's National Earthquake Information Center. No major damage or injuries were reported, according to then-Governor Rick Snyder's office.
=== Administrative divisions ===
State government is decentralized among three tiers—statewide, county and township. Counties are administrative divisions of the state, and townships are administrative divisions of a county. Both of them exercise state government authority, localized to meet the particular needs of their jurisdictions, as provided by state law. There are 83 counties in Michigan.Cities, state universities, and villages are vested with home rule powers of varying degrees. Home rule cities can generally do anything not prohibited by law. The fifteen state universities have broad power and can do anything within the parameters of their status as educational institutions that is not prohibited by the state constitution. Villages, by contrast, have limited home rule and are not completely autonomous from the county and township in which they are located.
There are two types of township in Michigan: general law township and charter. Charter township status was created by the Legislature in 1947 and grants additional powers and stream-lined administration in order to provide greater protection against annexation by a city. As of April 2001, there were 127 charter townships in Michigan. In general, charter townships have many of the same powers as a city but without the same level of obligations. For example, a charter township can have its own fire department, water and sewer department, police department, and so on—just like a city—but it is not required to have those things, whereas cities must provide those services. Charter townships can opt to use county-wide services instead, such as deputies from the county sheriff's office instead of a home-based force of ordinance officers.
== Demographics ==
Since 1800 U.S. census, Michigan has experienced relatively positive and stable population growth trends; beginning with a population of 3,757, the 2010 census recorded 9,883,635 residents. At the 2020 United States census, its population was 10,077,331, an increase of 2.03% since 2010's tabulation. According to the United States Census Bureau, it is the third-most populous state in the Midwest and its East North Central subregion, behind Ohio and Illinois.
The center of population of Michigan is in Shiawassee County, in the southeastern corner of the civil township of Bennington, which is northwest of the village of Morrice.According to the American Immigration Council in 2019, an estimated 6.8% of Michiganders were immigrants, while 3.8% were native-born U.S. citizens with at least one immigrant parent. Numbering approximately 678,255 according to the 2019 survey, the majority of Michigander immigrants came from Mexico (11.5%), India (11.3%), Iraq (7.5%), China (5.3%), and Canada (5.3%); the primary occupations of its immigrants were technology, agriculture, and healthcare. Among its immigrant cohort, there were 108,105 undocumented immigrants, making up 15.9% of the total immigrant population.According to HUD's 2022 Annual Homeless Assessment Report, there were an estimated 8,206 homeless people in Michigan.
=== Race and ethnicity ===
Since colonial European and American settlement, the majority of Michigan's population has been predominantly non-Hispanic or non-Latino white; Americans of European descent live throughout every county in the state, and most of Metro Detroit. Large European American groups include those of German, British, Irish, Polish and Belgian ancestry. Scandinavian and Finnish Americans have a notable presence in the Upper Peninsula. Western Michigan is known for its Dutch heritage, especially in Holland and metropolitan Grand Rapids.Black and African Americans—coming to Detroit and other northern cities in the Great Migration of the early 20th century—have formed a majority of the population in Detroit and other cities including Flint and Benton Harbor. Since the 2021 census estimates—while Detroit was still the largest city in Michigan with a majority black population—it was no longer the largest black-majority city in the U.S., citing crime and higher-paying jobs given to whites.As of 2007, about 300,000 people in Southeastern Michigan trace their descent from the Middle East and Asia. Dearborn has a sizeable Arab American community, with many Assyrian/Chaldean/Syriac, and Lebanese who immigrated for jobs in the auto industry in the 1920s, along with more recent Yemenis and Iraqis. As of 2007, almost 8,000 Hmong people lived in the state of Michigan, about double their 1999 presence in the state. Most lived in northeastern Detroit, but they had been increasingly moving to Pontiac and Warren. By 2015, the number of Hmong in the Detroit city limits had significantly declined. Lansing hosts a statewide Hmong New Year Festival. The Hmong community also had a prominent portrayal in the 2008 film Gran Torino, which was set in Detroit.
As of 2015, 80% of Michigan's Japanese population lived in the counties of Macomb, Oakland, Washtenaw, and Wayne in the Detroit and Ann Arbor areas. As of April 2013, the largest Japanese national population is in Novi, with 2,666 Japanese residents, and the next largest populations are respectively in Ann Arbor, West Bloomfield Township, Farmington Hills, and Battle Creek. The state has 481 Japanese employment facilities providing 35,554 local jobs. 391 of them are in Southeast Michigan, providing 20,816 jobs, and the 90 in other regions in the state provide 14,738 jobs. The Japanese Direct Investment Survey of the Consulate-General of Japan, Detroit stated more than 2,208 additional Japanese residents were employed in the State of Michigan as of 1 October 2012, than in 2011. During the 1990s, the Japanese population of Michigan experienced an increase, and many Japanese people with children moved to particular areas for their proximity to Japanese grocery stores and high-performing schools.
=== Languages ===
In 2010, about 91.11% (8,507,947) of Michigan residents age five and older spoke only English at home, while 2.93% (273,981) spoke Spanish, 1.04% (97,559) Arabic, 0.44% (41,189) German, 0.36% (33,648) Chinese (which includes Mandarin), 0.31% (28,891) French, 0.29% (27,019) Polish, and Syriac languages (such as Modern Aramaic and Northeastern Neo-Aramaic) was spoken as a main language by 0.25% (23,420) of the population over the age of five. In total, 8.89% (830,281) of Michigan's population age five and older spoke a mother language other than English. Since 2021, 90.1% of residents aged five and older spoke only English at home, and Spanish was the second-most spoken language with 2.9% of the population speaking it.
=== Religion ===
Historically, several Native American religions have been practiced in the present-day state of Michigan. Following British and French colonization of the region surrounding Michigan, Christianity became the dominant religion, with Roman Catholicism historically being the largest single Christian group for the state. Until the 19th century, the Roman Catholic Church was the only organized religious group in Michigan, reflecting the territory's French colonial roots. Detroit's St. Anne's parish, established in 1701 by Antoine de la Mothe Cadillac, is the second-oldest Roman Catholic parish in the United States. On March 8, 1833, the Holy See formally established a diocese in the Michigan territory, which included all of Michigan, Wisconsin, Minnesota, and the Dakotas east of the Mississippi River. When Michigan became a state in 1837, the boundary of the Roman Catholic Diocese of Detroit was redrawn to coincide with that of the state; the other dioceses were later carved out from the Detroit Diocese but remain part of the Ecclesiastical Province of Detroit.According to the Association of Religion Data Archives in 2020, there were 1,492,732 adherents of Roman Catholicism. Additionally, there's also a significant Independent Catholic presence centered in Metro Detroit. As of 2016, the most notable Independent Catholic jurisdiction is the Ecumenical Catholic Church of Christ established by Archbishop Karl Rodig; the see of this church operates in a former Roman Catholic parish church.With the introduction of Protestantism to the state, it began to form the largest collective Christian group. In 2010, the Association of Religion Data Archives reported the largest Protestant denomination was the United Methodist Church with 228,521 adherents; followed by the Lutheran Church–Missouri Synod with 219,618, and the Evangelical Lutheran Church in America with 120,598 adherents. The Christian Reformed Church in North America had almost 100,000 members and more than 230 congregations in Michigan. The Reformed Church in America had 76,000 members and 154 congregations in the state. By the 2020 study, non- and inter-denominational Protestant churches formed the largest Protestant group in Michigan, numbering 508,904. The Lutheran Church–Missouri Synod grew to become the second-largest single Christian denomination, and United Methodists declined to being the third-largest. The Lutheran Protestant tradition was introduced by German and Scandinavian immigrants. Altogether, Baptists numbered 321,581 between the National Missionary Baptists, National Baptists, American Baptists, Southern Baptists, National Baptists of America, Progressive National Baptists, and Full Gospel Baptists; black Baptists formed the largest constituency. In West Michigan, Dutch immigrants fled from the specter of religious persecution and famine in the Netherlands around 1850 and settled in and around what is now Holland, Michigan, establishing a "colony" on American soil that fervently held onto Calvinist doctrine that established a significant presence of Reformed churches.In the same 2010 survey, Jewish adherents in the state of Michigan were estimated at 44,382, and Muslims at 120,351. The first Jewish synagogue in the state was Temple Beth El, founded by twelve German Jewish families in Detroit in 1850. Islam was introduced by immigrants from the Near East during the 20th century. Michigan is home to the largest mosque in North America, the Islamic Center of America in Dearborn. Battle Creek, Michigan, is also the birthplace of the Seventh-day Adventist Church, which was founded on May 21, 1863.
== Economy ==
In 2017, 3,859,949 people in Michigan were employed at 222,553 establishments, according to the U.S. Census Bureau.The U.S. Bureau of Economic Analysis estimated Michigan's Q3 2022 gross state product to be $626.680 billion, ranking 14th out of the 50 states. According to the U.S. Bureau of Labor Statistics, as of December 2022, the state's seasonally adjusted unemployment rate was estimated at 4.3%.Products and services include automobiles, food products, information technology, aerospace, military equipment, furniture, and mining of copper and iron ore. Michigan is the third-largest grower of Christmas trees with 60,520 acres (245 km2) of land dedicated to Christmas tree farming in 2007. The beverage Vernors Ginger Ale was invented in Michigan in 1866, sharing the title of oldest soft drink with Hires Root Beer. Faygo was founded in Detroit on November 4, 1907. Two of the top four pizza chains were founded in Michigan and are headquartered there: Domino's Pizza by Tom Monaghan and Little Caesars Pizza by Mike Ilitch. Michigan became the 24th right-to-work state in the U.S. in 2012, however, in 2023 this law was repealed.Since 2009, GM, Ford and Chrysler have managed a significant reorganization of their benefit funds structure after a volatile stock market which followed the September 11 attacks and early 2000s recession impacted their respective U.S. pension and benefit funds (OPEB). General Motors, Ford, and Chrysler reached agreements with the United Auto Workers Union to transfer the liabilities for their respective health care and benefit funds to a 501(c)(9) Voluntary Employee Beneficiary Association (VEBA). Manufacturing in the state grew 6.6% from 2001 to 2006, but the high speculative price of oil became a factor for the U.S. auto industry during the economic crisis of 2008 impacting industry revenues. In 2009, GM and Chrysler emerged from Chapter 11 restructurings with financing provided in part by the U.S. and Canadian governments. GM began its initial public offering (IPO) of stock in 2010. For 2010, the Big Three domestic automakers have reported significant profits indicating the beginning of rebound.As of 2002, Michigan ranked fourth in the U.S. in high-tech employment with 568,000 high-tech workers, which includes 70,000 in the automotive industry. Michigan typically ranks third or fourth in overall research and development (R&D) expenditures in the United States. Its research and development, which includes automotive, comprises a higher percentage of the state's overall gross domestic product than for any other U.S. state. The state is an important source of engineering job opportunities. The domestic auto industry accounts directly and indirectly for one of every ten jobs in the U.S.Michigan was second in the U.S. in 2004 for new corporate facilities and expansions. From 1997 to 2004, Michigan was the only state to top the 10,000 mark for the number of major new developments; however, the effects of the late 2000s recession have slowed the state's economy. In 2008, Michigan placed third in a site selection survey among the states for luring new business which measured capital investment and new job creation per one million population. In August 2009, Michigan and Detroit's auto industry received $1.36 B in grants from the U.S. Department of Energy for the manufacture of electric vehicle technologies which is expected to generate 6,800 immediate jobs and employ 40,000 in the state by 2020. From 2007 to 2009, Michigan ranked 3rd in the U.S. for new corporate facilities and expansions.As leading research institutions, the University of Michigan, Michigan State University, and Wayne State University are important partners in the state's economy and its University Research Corridor. Michigan's public universities attract more than $1.5 B in research and development grants each year. The National Superconducting Cyclotron Laboratory is at Michigan State University. Michigan's workforce is well-educated and highly skilled, making it attractive to companies. It has the third highest number of engineering graduates nationally.Detroit Metropolitan Airport is one of the nation's most recently expanded and modernized airports with six major runways, and large aircraft maintenance facilities capable of servicing and repairing a Boeing 747 and is a major hub for Delta Air Lines. Michigan's schools and colleges rank among the nation's best. The state has maintained its early commitment to public education. The state's infrastructure gives it a competitive edge; Michigan has 38 deep water ports. In 2007, Bank of America announced that it would commit $25 billion to community development in Michigan following its acquisition of LaSalle Bank in Troy.Michigan led the nation in job creation improvement in 2010.On December 20, 2019, Governor Gretchen Whitmer signed a package of bills into law effectively legalizing online gambling activities in Michigan, which allowed commercial and tribal casinos to apply for internet gaming licenses.
=== Taxation ===
Michigan's personal income tax is a flat rate of 4.25%. In addition, 22 cities impose income taxes; rates are set at 1% for residents and 0.5% for non-residents in all but four cities. Michigan's state sales tax is 6%, though items such as food and medication are exempted. Property taxes are assessed on the local level, but every property owner's local assessment contributes six mills (a rate of $6 per $1000 of property value) to the statutory State Education Tax. Property taxes are appealable to local boards of review and need the approval of the local electorate to exceed millage rates prescribed by state law and local charters. In 2011, the state repealed its business tax and replaced it with a 6% corporate income tax which substantially reduced taxes on business. Article IX of the Constitution of the State of Michigan also provides limitations on how much the state can tax.
A 6% use tax is levied on goods purchased outside the state (that are brought in and used in state), at parity with the sales tax. The use tax applies to internet sales/purchases from outside Michigan and is equivalent to the sales tax.
=== Agriculture ===
A wide variety of commodity crops, fruits, and vegetables are grown in Michigan, making it second only to California among US states in the diversity of its agriculture. The state has 54,800 farms utilizing 10,000,000 acres (40,000 km2) of land which sold $6.49 billion worth of products in 2010. The most valuable agricultural product is milk. Leading crops include corn, soybeans, flowers, wheat, sugar beets, and potatoes. Livestock in the state included 78,000 sheep, a million cattle, a million hogs, and more than three million chickens. Livestock products accounted for 38% of the value of agricultural products while crops accounted for the majority.
Michigan is a leading grower of fruit in the US, including blueberries, tart cherries, apples, grapes, and peaches. Plums, pears, and strawberries are also grown in Michigan. These fruits are mainly grown in West Michigan due to the moderating effect of Lake Michigan on the climate. There is also significant fruit production, especially cherries, but also grapes, apples, and other fruits, in northwest Michigan along Lake Michigan. Michigan produces wines, beers and a multitude of processed food products. Kellogg's cereal is based in Battle Creek, Michigan and processes many locally grown foods. Thornapple Valley, Ball Park Franks, Koegel Meat Company, and Hebrew National sausage companies are all based in Michigan.
Michigan is home to very fertile land in the Saginaw Valley and Thumb areas. Products grown there include corn, sugar beets, navy beans, and soybeans. Sugar beet harvesting usually begins the first of October. It takes the sugar factories about five months to process the 3.7 million tons of sugarbeets into 485,000 tons of pure, white sugar. Michigan's largest sugar refiner, Michigan Sugar Company is the largest east of the Mississippi River and the fourth largest in the nation. Michigan sugar brand names are Pioneer Sugar and the newly incorporated Big Chief Sugar. Potatoes are grown in Northern Michigan, and corn is dominant in Central Michigan. Alfalfa, cucumbers, and asparagus are also grown.
=== Tourism ===
As of 2011, Michigan's tourists spent $17.2 billion per year in the state, supporting 193,000 tourism jobs. Michigan's tourism website ranks among the busiest in the nation. Destinations draw vacationers, hunters, and nature enthusiasts from across the United States and Canada. Michigan is over 50% forest land, much of it quite remote. The forests, lakes and thousands of miles of beaches are top attractions. Event tourism draws large numbers to occasions like the Tulip Time Festival and the National Cherry Festival.
In 2006, the Michigan State Board of Education mandated all public schools in the state hold their first day of school after Labor Day, in accordance with the new post-Labor Day school law. A survey found 70% of all tourism business comes directly from Michigan residents, and the Michigan Hotel, Motel, & Resort Association claimed the shorter summer between school years cut into the annual tourism season. However, a bill introduced in 2023 would cancel this requirement, allowing individual districts to decide when their school year should begin.Tourism in metropolitan Detroit draws visitors to leading attractions, especially The Henry Ford, the Detroit Institute of Arts, the Detroit Zoo, and to sports in Detroit. Other museums include the Detroit Historical Museum, the Charles H. Wright Museum of African American History, museums in the Cranbrook Educational Community, and the Arab American National Museum. The metro area offers four major casinos, MGM Grand Detroit, Hollywood Casino, Motor City, and Caesars Windsor in Windsor, Ontario, Canada; moreover, Detroit is the largest American city and metropolitan region to offer casino resorts.Hunting and fishing are significant industries in the state. Charter boats are based in many Great Lakes cities to fish for salmon, trout, walleye, and perch. Michigan ranks first in the nation in licensed hunters (over one million) who contribute $2 billion annually to its economy. More than three-quarters of a million hunters participate in white-tailed deer season alone. Many school districts in rural areas of Michigan cancel school on the opening day of firearm deer season, because of attendance concerns.
Michigan's Department of Natural Resources manages the largest dedicated state forest system in the nation. The forest products industry and recreational users contribute $12 billion and 200,000 associated jobs annually to the state's economy. Public hiking and hunting access has also been secured in extensive commercial forests. The state has the highest number of golf courses and registered snowmobiles in the nation.The state has numerous historical markers, which can themselves become the center of a tour. The Great Lakes Circle Tour is a designated scenic road system connecting all of the Great Lakes and the St. Lawrence River.With its position in relation to the Great Lakes and the countless ships that have foundered over the many years they have been used as a transport route for people and bulk cargo, Michigan is a world-class scuba diving destination. The Michigan Underwater Preserves are 11 underwater areas where wrecks are protected for the benefit of sport divers.
== Culture ==
=== Arts ===
==== Music ====
Michigan music is known for three music trends: early punk rock, Motown/soul music and techno music. Michigan musicians include Tally Hall, Bill Haley & His Comets, the Supremes, the Marvelettes, the Temptations, the Four Tops, Stevie Wonder, Marvin Gaye "The Prince of Soul", Smokey Robinson and the Miracles, Aretha Franklin, Mary Wells, Tommy James and the Shondells, ? and the Mysterians, Al Green, the Spinners, Grand Funk Railroad, the Stooges, the MC5, the Knack, Madonna "The Queen of Pop", Bob Seger, Jack Scott, Ray Parker Jr., Jackie Wilson, Aaliyah, Eminem, Kid Rock, Jack White and Meg White (the White Stripes), Big Sean, Alice Cooper, Greta Van Fleet, and Del Shannon.
==== Performance arts ====
Major theaters in Michigan include the Fox Theatre, Music Hall, Gem Theatre, Masonic Temple Theatre, the Detroit Opera House, Fisher Theatre, The Fillmore Detroit, Saint Andrew's Hall, Majestic Theater, and Orchestra Hall.
The Nederlander Organization, the largest controller of Broadway productions in New York City, originated in Detroit.
=== Sports ===
Michigan's major-league sports teams include: Detroit Tigers baseball team, Detroit Lions football team, Detroit Red Wings ice hockey team, and the Detroit Pistons men's basketball team. All of Michigan's major league teams play in the Metro Detroit area. The state also has a professional second-tier (USL Championship) soccer team in Detroit City FC, which plays its home games at Keyworth Stadium in Hamtramck, Michigan.
The Pistons played at Detroit's Cobo Arena until 1978 and at the Pontiac Silverdome until 1988 when they moved into The Palace of Auburn Hills. In 2017, the team moved to the newly built Little Caesars Arena in downtown Detroit. The Detroit Lions played at Tiger Stadium in Detroit until 1974, then moved to the Pontiac Silverdome where they played for 27 years between 1975 and 2002 before moving to Ford Field in Detroit in 2002. The Detroit Tigers played at Tiger Stadium (formerly known as Navin Field and Briggs Stadium) from 1912 to 1999. In 2000 they moved to Comerica Park. The Red Wings played at Olympia Stadium before moving to Joe Louis Arena in 1979. They later moved to Little Caesars Arena to join the Pistons as tenants in 2017. Professional hockey got its start in 1903 in Houghton, when the Portage Lakers were formed.
The Michigan International Speedway is the site of NASCAR races and Detroit was formerly the site of a Formula One World Championship Grand Prix race. From 1959 to 1961, Detroit Dragway hosted the NHRA's U.S. Nationals. Michigan is home to one of the major canoeing marathons: the 120-mile (190 km) Au Sable River Canoe Marathon. The Port Huron to Mackinac Boat Race is also a favorite.
Twenty-time Grand Slam champion Serena Williams was born in Saginaw. The 2011 World Champion for Women's Artistic Gymnastics, Jordyn Wieber is from DeWitt. Wieber was also a member of the gold medal team at the London Olympics in 2012.
Collegiate sports in Michigan are popular in addition to professional sports. The state's two largest athletic programs are the Michigan Wolverines and Michigan State Spartans, which play in the NCAA Big Ten Conference. Michigan Stadium in Ann Arbor, home to the Michigan Wolverines football team, is the largest stadium in the Western Hemisphere and the third-largest stadium worldwide.
The Michigan High School Athletic Association features around 300,000 participants.
== Education ==
Michigan's education system serves 1.6 million K-12 students in public schools. More than 124,000 students attend private schools and an uncounted number are homeschooled under certain legal requirements. The public school system had a $14.5 billion budget in 2008–09. From 2009 to 2019, over 200 private schools in Michigan closed, partly due to competition from charter schools. In 2022, U.S. News & World Report rated three Michigan high schools among the nation's 100 best: City High Middle School (18th), the International Academy of Macomb (21st), and the International Academy (52nd). Washtenaw International High School ranked 107th.The University of Michigan is Michigan's oldest higher educational institution and among the oldest research universities in the nation. It was founded in 1817, 20 years before Michigan Territory achieved statehood. Kalamazoo College is the state's oldest private liberal arts college, founded in 1833 by a group of Baptist ministers as the Michigan and Huron Institute. From 1840 to 1850, the college operated as the Kalamazoo Branch of the University of Michigan. Methodist settlers in Spring Arbor Township founded Albion College in 1835. It is the state's second-oldest private liberal arts college.
Michigan Technological University is the first post-secondary institution in the Upper Peninsula of Michigan, founded in 1885 as the Michigan Mining School. Eastern Michigan University was founded in 1849 as the Michigan State Normal School for the training of teachers. It was the nation's fourth-oldest normal school and the first U.S. normal school outside New England. In 1899, the Michigan State Normal School became the nation's first normal school to offer a four-year curriculum. Michigan State University was founded in 1855 as the nation's first agricultural college.
The Carnegie Foundation classifies eight of the state's institutions (Michigan State University, Michigan Technological University, Eastern Michigan University, Wayne State University, Central Michigan University, Western Michigan University, Oakland University, University of Michigan) as research universities.
== Infrastructure ==
=== Energy ===
In 2020, Michigan consumed 113,740- gigawatt-hours (GWh) of electrical energy and produced 116,700 (GWh) of electrical energy.Coal power is Michigan's leading source of electricity, producing roughly half its supply or 53,100 GWh of electrical energy (12.6 GW total capacity) in 2020. Although Michigan has no active coal mines, coal is easily moved from other states by train and across the Great Lakes by lake freighters. The lower price of natural gas is leading to the closure of most coal plants, with Consumer Energy planning to close all of its remaining coal plants by 2025; DTE plans to retire 2100MW of coal power by 2023. The coal-fired Monroe Power Plant in Monroe, on the western shore of Lake Erie, is the nation's 11th-largest electric plant, with a net capacity of 3,400 MW.
Nuclear power is also a significant source of electrical power in Michigan, producing roughly one-quarter of the state's supply or 28,000-gigawatt-hours (GWh) of electrical energy (4.3 GW total capacity) in 2020. The three active nuclear power plants supply Michigan with about 26% of its electricity. Donald C. Cook Nuclear Plant, just north of Bridgman, is the state's largest nuclear power plant, with a net capacity of 2,213 MW. The Enrico Fermi Nuclear Generating Station is the second-largest, with a net capacity of 1,150 MW. It is also one of the two nuclear power plants in the Detroit metropolitan area (within a 50-mile radius of Detroit's city center), about halfway between Detroit and Toledo, Ohio, the other being the Davis–Besse Nuclear Power Station, in Ottawa County, Ohio. The Palisades Nuclear Power Plant, south of South Haven, closed in May 2022. The Big Rock Point Nuclear Power Plant, Michigan's first nuclear power plant and the nation's fifth, was decommissioned in 1997.
=== Transportation ===
==== International crossings ====
Michigan has nine international road crossings with Ontario, Canada:
Ambassador Bridge, North America's busiest international border, crossing the Detroit River
Blue Water Bridge, a twin-span bridge (Port Huron, Michigan, and Point Edward, Ontario, but the larger city of Sarnia is usually referred to on the Canadian side)
Blue Water Ferry (Marine City, Michigan, and Sombra, Ontario)
Canadian Pacific Railway tunnel
Detroit–Windsor Truck Ferry (Detroit and Windsor)
Detroit–Windsor Tunnel
International Bridge (Sault Ste. Marie, Michigan, and Sault Ste. Marie, Ontario)
St. Clair River Railway Tunnel (Port Huron and Sarnia)
Walpole Island Ferry (Algonac, Michigan, and Walpole Island First Nation, Ontario)The Gordie Howe International Bridge, a second international bridge between Detroit and Windsor, is under construction. It is expected to be completed in 2024.
==== Railroads ====
Michigan is served by four Class I railroads: the Canadian National Railway, the Canadian Pacific Railway, CSX Transportation, and the Norfolk Southern Railway. These are augmented by several dozen short line railroads. The vast majority of rail service in Michigan is devoted to freight, with Amtrak and various scenic railroads the exceptions.
Amtrak passenger rail services the state, connecting many southern and western Michigan cities to Chicago, Illinois. There are plans for commuter rail for Detroit and its suburbs (see SEMCOG Commuter Rail).
==== Roadways ====
Interstate 75 (I-75) is the main thoroughfare between Detroit, Flint, and Saginaw extending north to Sault Ste. Marie and providing access to Sault Ste. Marie, Ontario. The freeway crosses the Mackinac Bridge between the Lower and Upper Peninsulas. Auxiliary highways include I-275 and I-375 in Detroit; I-475 in Flint; and I-675 in Saginaw.
I-69 enters the state near the Michigan–Ohio–Indiana border, and it extends to Port Huron and provides access to the Blue Water Bridge crossing into Sarnia, Ontario.
I-94 enters the western end of the state at the Indiana border, and it travels east to Detroit and then northeast to Port Huron and ties in with I-69. I-194 branches off from this freeway in Battle Creek. I-94 is the main artery between Chicago and Detroit.
I-96 runs east–west between Detroit and Muskegon. I-496 loops through Lansing. I-196 branches off from this freeway at Grand Rapids and connects to I-94 near Benton Harbor. I-696 branches off from this freeway at Novi and connects to I-94 near St. Clair Shores.
U.S. Highway 2 (U.S. 2) enters Michigan at the city of Ironwood and travels east to the town of Crystal Falls, where it turns south and briefly re-enters Wisconsin northwest of Florence. It re-enters Michigan north of Iron Mountain and continues through the Upper Peninsula of Michigan to the cities of Escanaba, Manistique, and St. Ignace. Along the way, it cuts through the Ottawa and Hiawatha national forests and follows the northern shore of Lake Michigan. Its eastern terminus lies at exit 344 on I-75, just north of the Mackinac Bridge.
U.S. Highway 23 enters Michigan at the Ohio state line in the suburban spillover of Toledo, Ohio, as a freeway and leads northward to Ann Arbor before merging with I-75 just south of Flint. Concurrent with I-75 through Flint, Saginaw, and Bay City, it splits from I-75 at Standish as an intermittently four lane/two-lane surface road closely following the western shore of Lake Huron generally northward through Alpena before turning west to northwest toward Mackinaw City and Interstate 75 again, where it terminates.
U.S. Highway 31 enters Michigan as Interstate-quality freeway at the Indiana state line just northwest of South Bend, Indiana, heads north to Interstate 196 near Benton Harbor, and follows the eastern shore of Lake Michigan to Mackinaw City, where it has its northern terminus.
U.S. Highway 127 enters Michigan from Ohio south of Hudson as a two-lane, undivided highway and closely follows the Michigan meridian, the principal north–south line used to survey Michigan in the early 19th century. It passes north through Jackson and Lansing before terminating south of Grayling at I-75, and is a four-lane freeway for the majority of its course.
U.S. Highway 131 has its southern terminus at the Indiana Toll Road roughly one mile south of the Indiana state line as a two-lane surface road. It passes through Kalamazoo and Grand Rapids as a freeway of Interstate standard and continues as such to Manton, where it reverts to two-lane surface road to its northern terminus at U.S. 31 in Petoskey.
==== Intercity bus services ====
Amtrak Thruway
Barons Bus Lines
Flixbus
Greyhound Lines
Indian Trails
Megabus
==== Airports ====
The Detroit Metropolitan Airport in the western suburb of Romulus, was in 2010 the 16th busiest airfield in North America measured by passenger traffic. The Gerald R. Ford International Airport in Grand Rapids is the next busiest airport in the state, served by eight airlines to 23 destinations. Flint Bishop International Airport is the third largest airport in the state, served by four airlines to several primary hubs. Other frequently trafficked airports include Cherry Capital Airport, in Traverse City, Kalamazoo/Battle Creek International Airport, serving the Kalamazoo and Battle Creek region, Capital Region International Airport, located outside of Lansing, and MBS International Airport serving the Midland, Bay City and Saginaw tri-city region. Additionally, smaller regional and local airports are located throughout the state including on several islands.
== Government ==
=== State government ===
Michigan is governed as a republic, with three branches of government: the executive branch consisting of the Governor of Michigan and the other independently elected constitutional officers; the legislative branch consisting of the House of Representatives and Senate; and the judicial branch. The Michigan Constitution allows for the direct participation of the electorate by statutory initiative and referendum, recall, and constitutional initiative and referral (Article II, § 9, defined as "the power to propose laws and to enact and reject laws, called the initiative, and the power to approve or reject laws enacted by the legislature, called the referendum. The power of initiative extends only to laws which the legislature may enact under this constitution"). Lansing is the state capital and is home to all three branches of state government.
The governor and the other state constitutional officers serve four-year terms and may be re-elected only once. The current governor is Gretchen Whitmer. Michigan has two official Governor's Residences; one is in Lansing, and the other is on Mackinac Island. The other constitutionally elected executive officers are the lieutenant governor, who is elected on a joint ticket with the governor; the secretary of state; and the attorney general. The lieutenant governor presides over the Senate (voting only in case of a tie) and is also a member of the cabinet. The secretary of state is the chief elections officer and is charged with running many licensure programs including motor vehicles, all of which are done through the branch offices of the secretary of state.
The Michigan Legislature consists of a 38-member Senate and 110-member House of Representatives. Members of both houses of the legislature are elected through first past the post elections by single-member electoral districts of near-equal population that often have boundaries which coincide with county and municipal lines. Senators serve four-year terms concurrent to those of the governor, while representatives serve two-year terms. The Michigan State Capitol was dedicated in 1879 and has hosted the executive and legislative branches of the state ever since.
The Michigan judiciary consists of two courts with primary jurisdiction (the Circuit Courts and the District Courts), one intermediate level appellate court (the Michigan Court of Appeals), and the Michigan Supreme Court. There are several administrative courts and specialized courts. District courts are trial courts of limited jurisdiction, handling most traffic violations, small claims, misdemeanors, and civil suits where the amount contended is below $25,000. District courts are often responsible for handling the preliminary examination and for setting bail in felony cases. District court judges are elected to terms of six years. In a few locations, municipal courts have been retained to the exclusion of the establishment of district courts. There are 57 circuit courts in the State of Michigan, which have original jurisdiction over all civil suits where the amount contended in the case exceeds $25,000 and all criminal cases involving felonies. Circuit courts are also the only trial courts in the State of Michigan which possess the power to issue equitable remedies. Circuit courts have appellate jurisdiction from district and municipal courts, as well as from decisions and decrees of state agencies. Most counties have their own circuit court, but sparsely populated counties often share them. Circuit court judges are elected to terms of six years. State appellate court judges are elected to terms of six years, but vacancies are filled by an appointment by the governor. There are four divisions of the Court of Appeals in Detroit, Grand Rapids, Lansing, and Marquette. Cases are heard by the Court of Appeals by panels of three judges, who examine the application of the law and not the facts of the case unless there has been grievous error pertaining to questions of fact. The Michigan Supreme Court consists of seven members who are elected on non-partisan ballots for staggered eight-year terms. The Supreme Court has original jurisdiction only in narrow circumstances but holds appellate jurisdiction over the entire state judicial system.
=== Law ===
Michigan has had four constitutions, the first of which was ratified on October 5 and 6, 1835. There were also constitutions from 1850 and 1908, in addition to the current constitution from 1963. The current document has a preamble, 11 articles, and one section consisting of a schedule and temporary provisions. Michigan, like every U.S. state except Louisiana, has a common law legal system.
=== Politics ===
Having been a Democratic-leaning state at the presidential level since the 1990s, Michigan has evolved into a swing state after Donald Trump won the state in 2016. Governors since the 1970s have alternated between the Democrats and Republicans, and statewide offices including attorney general, secretary of state, and senator have been held by members of both parties in varying proportion. Additionally, from 1994 until 2022, the governor-elect had always come from the party opposite the presidency. The Democratic Party has a slim majority in both the House and Senate of the Michigan Legislature, by two seats in each. The state's congressional delegation is commonly split, with one party or the other typically holding a narrow majority.
Michigan was the home of Gerald Ford, the 38th president of the United States. Born in Nebraska, he moved as an infant to Grand Rapids. The Gerald R. Ford Museum is in Grand Rapids, and the Gerald R. Ford Presidential Library is on the campus of his alma mater, the University of Michigan in Ann Arbor.
In a 2020 study, Michigan was ranked as the 13th easiest state for citizens to vote in.
== State symbols and nicknames ==
Michigan is traditionally known as "The Wolverine State", and the University of Michigan uses the wolverine as its mascot. The association is well and long established: for example, many Detroiters volunteered to fight during the American Civil War and George Armstrong Custer, who led the Michigan Brigade, called them the "Wolverines". The origins of this association are obscure; it may derive from a busy trade in wolverine furs in Sault Ste. Marie in the 18th century or may recall a disparagement intended to compare early settlers in Michigan with the vicious mammal. Wolverines are, however, extremely rare in Michigan. A sighting in February 2004 near Ubly was the first confirmed sighting in Michigan in 200 years. The animal was found dead in 2010.
== Sister regions ==
Shiga Prefecture, Japan
Sichuan Province, People's Republic of China
== See also ==
Index of Michigan-related articles
Outline of Michigan: organized list of topics about Michigan
USS Michigan, 3 ships
== Notes ==
== References ==
== Bibliography ==
== External links ==
Geographic data related to Michigan at OpenStreetMap
State of Michigan government website
Energy Data & Statistics for Michigan
Info Michigan, detailed information on 630 cities
Michigan Historic Markers
Historical Society of Michigan
Clarke Historical Library, Central Michigan University, Bibliographies for Michigan by region, counties, etc..
Michigan State Guide from the Library of Congress
Michigan Official Travel Site
Michigan Official Business Site
Michigan Official Talent Site
Michigan State Fact Sheet from the US Department of Agriculture
The Michigan Municipal League
USGS real-time, geographic, and other scientific resources of Michigan
Michigan at Curlie
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Roman Empire
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The Roman Empire was the post-Republican state of ancient Rome. It included territory around the Mediterranean in Europe, North Africa, and Western Asia, and was ruled by emperors. The adoption of Christianity as the state church in 380 and the fall of the Western Roman Empire conventionally marks the end of classical antiquity and the beginning of the Middle Ages.
Rome had expanded its rule to most of the Mediterranean and beyond, but became severely destabilized in civil wars and political conflicts which culminated in the victory of Octavian over Mark Antony and Cleopatra at the Battle of Actium in 31 BC and the subsequent conquest of the Ptolemaic Kingdom in Egypt. The Roman Senate granted Octavian overarching power (imperium) and the new title of Augustus, marking his accession as the first Roman emperor of a monarchy with Rome as its sole capital. The vast Roman territories were organized in senatorial and imperial provinces.
The first two centuries of the Empire saw a period of unprecedented stability and prosperity known as the Pax Romana (lit. 'Roman Peace'). Rome reached its greatest territorial expanse under Trajan (AD 98–117); a period of increasing trouble and decline began under Commodus (180–192). In the 3rd century, the Empire underwent a crisis that threatened its existence, as the Gallic and Palmyrene Empires broke away from the Roman state, and a series of short-lived emperors led the Empire. It was reunified under Aurelian (r. 270–275). Diocletian set up two different imperial courts in the Greek East and Latin West in 286; Christians rose to power in the 4th century following the Edict of Milan. The imperial seat moved from Rome to Byzantium in 330, renamed Constantinople after Constantine the Great. The Migration Period, involving large invasions by Germanic peoples and by the Huns of Attila, led to the decline of the Western Roman Empire. With the fall of Ravenna to the Germanic Herulians and the deposition of Romulus Augustus in 476 by Odoacer, the Western Roman Empire finally collapsed. The Eastern Roman Empire survived for another millennium with Constantinople as its sole capital, until the city's fall in 1453.Due to the Empire's extent and endurance, its institutions and culture had a lasting influence on the development of language, religion, art, architecture, literature, philosophy, law, and forms of government in its territories. Latin evolved into the Romance languages, while Medieval Greek became the language of the East. The Empire's adoption of Christianity led to the formation of medieval Christendom. Roman and Greek art had a profound impact on the Italian Renaissance. Rome's architectural tradition served as the basis for Romanesque, Renaissance and Neoclassical architecture, and influenced Islamic architecture. The rediscovery of classical science and technology (which formed the basis for Islamic science) in medieval Europe led to the Scientific Renaissance and Scientific Revolution. Many modern legal systems, such as the Napoleonic Code, descend from Roman law, while Rome's republican institutions have influenced the Italian city-state republics of the medieval period, the early United States, and modern democratic republics.
== History ==
=== Transition from Republic to Empire ===
Rome had begun expanding shortly after the founding of the Roman Republic in the 6th century BC, though not outside the Italian peninsula until the 3rd century BC. Thus, it was an "empire" (a great power) long before it had an emperor. The Republic was not a nation-state in the modern sense, but a network of self-ruled towns (with varying degrees of independence from the Senate) and provinces administered by military commanders. It was governed by annually elected magistrates (Roman consuls above all) in conjunction with the Senate. The 1st century BC was a time of political and military upheaval, which ultimately led to rule by emperors. The consuls' military power rested in the Roman legal concept of imperium, meaning "command" (though typically in a military sense). Occasionally, successful consuls were given the honorary title imperator (commander); this is the origin of the word emperor, since this title was always bestowed to the early emperors.Rome suffered a long series of internal conflicts, conspiracies, and civil wars from the late second century BC—Crisis of the Roman Republic—while greatly extending its power beyond Italy. In 44 BC, Julius Caesar was briefly perpetual dictator before being assassinated. The faction of his assassins was driven from Rome and defeated at the Battle of Philippi in 42 BC by Mark Antony and Caesar's adopted son Octavian. Antony and Octavian's division of the Roman world did not last and Octavian's forces defeated those of Mark Antony and Cleopatra at the Battle of Actium in 31 BC. In 27 BC the Senate made Octavian princeps ("first citizen") with proconsular imperium, thus beginning the Principate (the first epoch of Roman imperial history, usually dated from 27 BC to 284 AD), and gave him the title Augustus ("the venerated"). Although the republic stood in name, Augustus had all meaningful authority. Since his rule began an unprecedented period of peace and prosperity, he was so loved that he came to hold the power of a monarch de facto if not de jure. During the years of his rule, a new constitutional order emerged (in part organically and in part by design), so that, upon his death, this new constitutional order operated as before when Tiberius was accepted as the new emperor.
=== Pax Romana ===
The 200 years that began with Augustus's rule is traditionally regarded as the Pax Romana ("Roman Peace"). The cohesion of the empire was furthered by a degree of social stability and economic prosperity that Rome had never before experienced. Uprisings in the provinces were infrequent and put down "mercilessly and swiftly". The success of Augustus in establishing principles of dynastic succession was limited by his outliving a number of talented potential heirs. The Julio-Claudian dynasty lasted for four more emperors—Tiberius, Caligula, Claudius, and Nero—before it yielded in 69 AD to the strife-torn Year of the Four Emperors, from which Vespasian emerged as victor. Vespasian became the founder of the brief Flavian dynasty, followed by the Nerva–Antonine dynasty which produced the "Five Good Emperors": Nerva, Trajan, Hadrian, Antoninus Pius, and Marcus Aurelius.
=== Fall in the West and survival in the East ===
In the view of contemporary Greek historian Cassius Dio, the accession of Commodus in 180 marked the descent "from a kingdom of gold to one of rust and iron"—a comment which has led some historians, notably Edward Gibbon, to take Commodus' reign as the beginning of the Empire's decline.In 212, during the reign of Caracalla, Roman citizenship was granted to all freeborn inhabitants of the empire. The Severan dynasty was tumultuous—an emperor's reign was ended routinely by his murder or execution—and, following its collapse, the Empire was engulfed by the Crisis of the Third Century, a period of invasions, civil strife, economic disorder, and plague. In defining historical epochs, this crisis sometimes marks the transition from Classical to Late Antiquity. Aurelian (r. 270–275) stabilized the empire and Diocletian completed the work of fully restoring it in 285, but rejected the role of princeps and assumed the title of dominus ("lord"), thus starting the period known as the Dominate. Diocletian's reign brought the empire's most concerted effort against the perceived threat of Christianity, the "Great Persecution".
Diocletian divided the empire into four regions, each ruled by a separate tetrarch. Confident that he fixed the disorder plaguing Rome, he abdicated along with his co-emperor, but the Tetrarchy collapsed shortly after. Order was eventually restored by Constantine the Great, who became the first emperor to convert to Christianity, and who established Constantinople as the new capital of the Eastern Empire. During the decades of the Constantinian and Valentinian dynasties, the empire was divided along an east–west axis, with dual power centres in Constantinople and Rome. Julian, who under the influence of his adviser Mardonius attempted to restore Classical Roman and Hellenistic religion, only briefly interrupted the succession of Christian emperors. Theodosius I, the last emperor to rule over both East and West, died in 395 after making Christianity the state religion.
The Western Roman Empire began to disintegrate in the early 5th century. The Romans were successful in fighting off all invaders, most famously Attila, but the empire had assimilated so many Germanic peoples of dubious loyalty to Rome that the empire started to dismember itself. Most chronologies place the end of the Western Roman Empire in 476, when Romulus Augustulus was forced to abdicate to the Germanic warlord Odoacer.Odoacer ended the Western Empire by declaring Zeno sole emperor and placing himself as Zeno's nominal subordinate. In reality, Italy was ruled by Odoacer alone. The Eastern Roman Empire, called the Byzantine Empire by later historians, continued until the reign of Constantine XI Palaiologos. The last Roman emperor died in battle in 1453 against Mehmed II and his Ottoman forces during the siege of Constantinople. Mehmed II adopted the title of caesar in an attempt to claim a connection to the Empire.
== Geography and demography ==
The Roman Empire was one of the largest in history, with contiguous territories throughout Europe, North Africa, and the Middle East. The Latin phrase imperium sine fine ("empire without end") expressed the ideology that neither time nor space limited the Empire. In Virgil's Aeneid, limitless empire is said to be granted to the Romans by Jupiter. This claim of universal dominion was renewed when the Empire came under Christian rule in the 4th century. In addition to annexing large regions, the Romans directly altered their geography, for example cutting down entire forests.Roman expansion was mostly accomplished under the Republic, though parts of northern Europe were conquered in the 1st century, when Roman control in Europe, Africa, and Asia was strengthened. Under Augustus, a "global map of the known world" was displayed for the first time in public at Rome, coinciding with the creation of the most comprehensive political geography that survives from antiquity, the Geography of Strabo. When Augustus died, the account of his achievements (Res Gestae) prominently featured the geographical cataloguing of the Empire. Geography alongside meticulous written records were central concerns of Roman Imperial administration.
The Empire reached its largest expanse under Trajan (r. 98–117), encompassing 5 million square kilometres. The traditional population estimate of 55–60 million inhabitants accounted for between one-sixth and one-fourth of the world's total population and made it the most populous unified political entity in the West until the mid-19th century. Recent demographic studies have argued for a population peak from 70 million to more than 100 million. Each of the three largest cities in the Empire – Rome, Alexandria, and Antioch – was almost twice the size of any European city at the beginning of the 17th century.As the historian Christopher Kelly described it:
Then the empire stretched from Hadrian's Wall in drizzle-soaked northern England to the sun-baked banks of the Euphrates in Syria; from the great Rhine–Danube river system, which snaked across the fertile, flat lands of Europe from the Low Countries to the Black Sea, to the rich plains of the North African coast and the luxuriant gash of the Nile Valley in Egypt. The empire completely circled the Mediterranean ... referred to by its conquerors as mare nostrum—'our sea'.
Trajan's successor Hadrian adopted a policy of maintaining rather than expanding the empire. Borders (fines) were marked, and the frontiers (limites) patrolled. The most heavily fortified borders were the most unstable. Hadrian's Wall, which separated the Roman world from what was perceived as an ever-present barbarian threat, is the primary surviving monument of this effort.
== Languages ==
Latin and Greek were the main languages of the Empire, but the Empire was deliberately multilingual. Andrew Wallace-Hadrill says "The main desire of the Roman government was to make itself understood". At the start of the Empire, knowledge of Greek was useful to pass as educated nobility and knowledge of Latin was useful for a career in the military, government, or law. Bilingual inscriptions indicate the everyday interpenetration of the two languages.Latin and Greek's mutual linguistic and cultural influence is a complex topic. Latin words incorporated into Greek were very common by the early imperial era, especially for military, administration, and trade and commerce matters. Greek grammar, literature, poetry and philosophy shaped Latin language and culture.
There was never a legal requirement for Latin in the Empire, but it represented a certain status. High standards of Latin, Latinitas, started with the advent of Latin literature. Due to the flexible language policy of the Empire, a natural competition of language emerged that spurred Latinitas, to defend Latin against the stronger cultural influence of Greek. Over time Latin usage was used to project power and a higher social class. Different emperors up until Justinian would attempt to require the use of Latin in various sections of the administration but there is no evidence that a linguistic imperialism existed during the early Empire.After all freeborn inhabitants were universally enfranchised in 212, many Roman citizens would have lacked a knowledge of Latin. The wide use of Koine Greek was what enabled the spread of Christianity and reflects its role as the lingua franca of the Mediterranean during the time of the Empire. Following Diocletian's reforms in the 3rd century CE, there was a decline in the knowledge of Greek in the west. Spoken Latin later fragmented into the incipient romance languages in the 7th century CE following the collapse of the Empire's west.The dominance of Latin and Greek among the literate elite obscure the continuity of other spoken languages within the Empire. Latin, referred to in its spoken form as Vulgar Latin, gradually replaced Celtic and Italic languages. References to interpreters indicate the continuing use of local languages, particularly in Egypt with Coptic, and in military settings along the Rhine and Danube. Roman jurists also show a concern for local languages such as Punic, Gaulish, and Aramaic in assuring the correct understanding of laws and oaths. In Africa, Libyco-Berber and Punic were used in inscriptions into the 2nd century. In Syria, Palmyrene soldiers used their dialect of Aramaic for inscriptions, an exception to the rule that Latin was the language of the military. The last reference to Gaulish was between 560 and 575. The emergent Gallo-Romance languages would then be shaped by Gaulish Proto-Basque or Aquitanian evolved with Latin loan words to modern Basque.The Thracian language, as were several now-extinct languages in Anatolia are attested in Imperial-era inscriptions.
== Society ==
The Empire was remarkably multicultural, with "astonishing cohesive capacity" to create shared identity while encompassing diverse peoples. Public monuments and communal spaces open to all—such as forums, amphitheatres, racetracks and baths—helped foster a sense of "Romanness".Roman society had multiple, overlapping social hierarchies. The civil war preceding Augustus caused upheaval, but did not effect an immediate redistribution of wealth and social power. From the perspective of the lower classes, a peak was merely added to the social pyramid. Personal relationships—patronage, friendship (amicitia), family, marriage—continued to influence politics. By the time of Nero, however, it was not unusual to find a former slave who was richer than a freeborn citizen, or an equestrian who exercised greater power than a senator.The blurring of the Republic's more rigid hierarchies led to increased social mobility, both upward and downward, to a greater extent than all other well-documented ancient societies. Women, freedmen, and slaves had opportunities to profit and exercise influence in ways previously less available to them. Social life, particularly for those whose personal resources were limited, was further fostered by a proliferation of voluntary associations and confraternities (collegia and sodalitates): professional and trade guilds, veterans' groups, religious sodalities, drinking and dining clubs, performing troupes, and burial societies.
=== Legal status ===
According to the jurist Gaius, the essential distinction in the Roman "law of persons" was that all humans were either free (liberi) or slaves (servi). The legal status of free persons was further defined by their citizenship. Most citizens held limited rights (such as the ius Latinum, "Latin right"), but were entitled to legal protections and privileges not enjoyed by non-citizens. Free people not considered citizens, but living within the Roman world, were peregrini, non-Romans. In 212, the Constitutio Antoniniana extended citizenship to all freeborn inhabitants of the empire. This legal egalitarianism required a far-reaching revision of existing laws that distinguished between citizens and non-citizens.
==== Women in Roman law ====
Freeborn Roman women were considered citizens, but did not vote, hold political office, or serve in the military. A mother's citizen status determined that of her children, as indicated by the phrase ex duobus civibus Romanis natos ("children born of two Roman citizens"). A Roman woman kept her own family name (nomen) for life. Children most often took the father's name, with some exceptions. Women could own property, enter contracts, and engage in business. Inscriptions throughout the Empire honour women as benefactors in funding public works, an indication they could hold considerable fortunes.The archaic manus marriage in which the woman was subject to her husband's authority was largely abandoned by the Imperial era, and a married woman retained ownership of any property she brought into the marriage. Technically she remained under her father's legal authority, even though she moved into her husband's home, but when her father died she became legally emancipated. This arrangement was a factor in the degree of independence Roman women enjoyed compared to many other cultures up to the modern period: although she had to answer to her father in legal matters, she was free of his direct scrutiny in daily life, and her husband had no legal power over her. Although it was a point of pride to be a "one-man woman" (univira) who had married only once, there was little stigma attached to divorce, nor to speedy remarriage after being widowed or divorced. Girls had equal inheritance rights with boys if their father died without leaving a will. A mother's right to own and dispose of property, including setting the terms of her will, gave her enormous influence over her sons into adulthood.
As part of the Augustan programme to restore traditional morality and social order, moral legislation attempted to regulate conduct as a means of promoting "family values". Adultery was criminalized, and defined broadly as an illicit sex act (stuprum) between a male citizen and a married woman, or between a married woman and any man other than her husband. That is, a double standard was in place: a married woman could have sex only with her husband, but a married man did not commit adultery if he had sex with a prostitute or person of marginalized status. Childbearing was encouraged: a woman who had given birth to three children was granted symbolic honours and greater legal freedom (the ius trium liberorum).
==== Slaves and the law ====
At the time of Augustus, as many as 35% of the people in Italy were slaves, making Rome one of five historical "slave societies" in which slaves constituted at least a fifth of the population and played a major role in the economy. Slavery was a complex institution that supported traditional Roman social structures as well as contributing economic utility. In urban settings, slaves might be professionals such as teachers, physicians, chefs, and accountants; the majority of slaves provided trained or unskilled labour. Agriculture and industry, such as milling and mining, relied on the exploitation of slaves. Outside Italy, slaves were on average an estimated 10 to 20% of the population, sparse in Roman Egypt but more concentrated in some Greek areas. Expanding Roman ownership of arable land and industries affected preexisting practices of slavery in the provinces. Although slavery has often been regarded as waning in the 3rd and 4th centuries, it remained an integral part of Roman society until gradually ceasing in the 6th and 7th centuries with the disintegration of the complex Imperial economy.
Laws pertaining to slavery were "extremely intricate". Slaves were considered property and had no legal personhood. They could be subjected to forms of corporal punishment not normally exercised on citizens, sexual exploitation, torture, and summary execution. A slave could not as a matter of law be raped; a slave's rapist had to be prosecuted by the owner for property damage under the Aquilian Law. Slaves had no right to the form of legal marriage called conubium, but their unions were sometimes recognized. Technically, a slave could not own property, but a slave who conducted business might be given access to an individual fund (peculium) that he could use, depending on the degree of trust and co-operation between owner and slave. Within a household or workplace, a hierarchy of slaves might exist, with one slave acting as the master of others. Talented slaves might accumulate a large enough peculium to justify their freedom, or be manumitted for services rendered. Manumission had become frequent enough that in 2 BC a law (Lex Fufia Caninia) limited the number of slaves an owner was allowed to free in his will.Following the Servile Wars of the Republic, legislation under Augustus and his successors shows a driving concern for controlling the threat of rebellions through limiting the size of work groups, and for hunting down fugitive slaves. Over time slaves gained increased legal protection, including the right to file complaints against their masters. A bill of sale might contain a clause stipulating that the slave could not be employed for prostitution, as prostitutes in ancient Rome were often slaves. The burgeoning trade in eunuchs in the late 1st century prompted legislation that prohibited the castration of a slave against his will "for lust or gain."Roman slavery was not based on race. Generally, slaves in Italy were indigenous Italians, with a minority of foreigners (including both slaves and freedmen) estimated at 5% of the total in the capital at its peak, where their number was largest. Foreign slaves had higher mortality and lower birth rates than natives, and were sometimes even subjected to mass expulsions. The average recorded age at death for the slaves of the city of Rome was seventeen and a half years (17.2 for males; 17.9 for females).During the period of republican expansionism when slavery had become pervasive, war captives were a main source of slaves. The range of ethnicities among slaves to some extent reflected that of the armies Rome defeated in war, and the conquest of Greece brought a number of highly skilled and educated slaves. Slaves were also traded in markets and sometimes sold by pirates. Infant abandonment and self-enslavement among the poor were other sources. Vernae, by contrast, were "homegrown" slaves born to female slaves within the household, estate or farm. Although they had no special legal status, an owner who mistreated or failed to care for his vernae faced social disapproval, as they were considered part of the family household and in some cases might actually be the children of free males in the family.
==== Freedmen ====
Rome differed from Greek city-states in allowing freed slaves to become citizens; any future children of a freedman were born free, with full rights of citizenship. After manumission, a slave who had belonged to a Roman citizen enjoyed active political freedom (libertas), including the right to vote. His former master became his patron (patronus): the two continued to have customary and legal obligations to each other. A freedman was not entitled to hold public office or the highest state priesthoods, but could play a priestly role. He could not marry a woman from a senatorial family, nor achieve legitimate senatorial rank himself, but during the early Empire, freedmen held key positions in the government bureaucracy, so much so that Hadrian limited their participation by law. The rise of successful freedmen—through political influence or wealth—is a characteristic of early Imperial society. The prosperity of a high-achieving group of freedmen is attested by inscriptions throughout the Empire, and by their ownership of some of the most lavish houses at Pompeii.
=== Census rank ===
The Latin word ordo (plural ordines) is translated variously and inexactly into English as "class, order, rank". One purpose of the Roman census was to determine the ordo to which an individual belonged. The two highest ordines in Rome were the senatorial and equestrian. Outside Rome, the decurions, also known as curiales, were the top governing ordo of an individual city.
"Senator" was not itself an elected office in ancient Rome; an individual gained admission to the Senate after he had been elected to and served at least one term as an executive magistrate. A senator also had to meet a minimum property requirement of 1 million sestertii. Not all men who qualified for the ordo senatorius chose to take a Senate seat, which required legal domicile at Rome. Emperors often filled vacancies in the 600-member body by appointment. A senator's son belonged to the ordo senatorius, but he had to qualify on his own merits for admission to the Senate. A senator could be removed for violating moral standards.In the time of Nero, senators were still primarily from Italy, with some from the Iberian peninsula and southern France; men from the Greek-speaking provinces of the East began to be added under Vespasian. The first senator from the easternmost province, Cappadocia, was admitted under Marcus Aurelius. By the Severan dynasty (193–235), Italians made up less than half the Senate. During the 3rd century, domicile at Rome became impractical, and inscriptions attest to senators who were active in politics and munificence in their homeland (patria).Senators were the traditional governing class who rose through the cursus honorum, the political career track, but equestrians often possessed greater wealth and political power. Membership in the equestrian order was based on property; in Rome's early days, equites or knights had been distinguished by their ability to serve as mounted warriors, but cavalry service was a separate function in the Empire. A census valuation of 400,000 sesterces and three generations of free birth qualified a man as an equestrian. The census of 28 BC uncovered large numbers of men who qualified, and in 14 AD, a thousand equestrians were registered at Cadiz and Padua alone. Equestrians rose through a military career track (tres militiae) to become highly placed prefects and procurators within the Imperial administration.The rise of provincial men to the senatorial and equestrian orders is an aspect of social mobility in the early Empire. Roman aristocracy was based on competition, and unlike later European nobility, a Roman family could not maintain its position merely through hereditary succession or having title to lands. Admission to the higher ordines brought distinction and privileges, but also responsibilities. In antiquity, a city depended on its leading citizens to fund public works, events, and services (munera). Maintaining one's rank required massive personal expenditures. Decurions were so vital for the functioning of cities that in the later Empire, as the ranks of the town councils became depleted, those who had risen to the Senate were encouraged to return to their hometowns, in an effort to sustain civic life.In the later Empire, the dignitas ("worth, esteem") that attended on senatorial or equestrian rank was refined further with titles such as vir illustris ("illustrious man"). The appellation clarissimus (Greek lamprotatos) was used to designate the dignitas of certain senators and their immediate family, including women. "Grades" of equestrian status proliferated.
==== Unequal justice ====
As the republican principle of citizens' equality under the law faded, the symbolic and social privileges of the upper classes led to an informal division of Roman society into those who had acquired greater honours (honestiores) and humbler folk (humiliores). In general, honestiores were the members of the three higher "orders," along with certain military officers. The granting of universal citizenship in 212 seems to have increased the competitive urge among the upper classes to have their superiority affirmed, particularly within the justice system. Sentencing depended on the judgment of the presiding official as to the relative "worth" (dignitas) of the defendant: an honestior could pay a fine for a crime for which an humilior might receive a scourging.Execution, which was an infrequent legal penalty for free men under the Republic, could be quick and relatively painless for honestiores, while humiliores might suffer the kinds of torturous death previously reserved for slaves, such as crucifixion and condemnation to the beasts. In the early Empire, those who converted to Christianity could lose their standing as honestiores, especially if they declined to fulfil religious responsibilities, and thus became subject to punishments that created the conditions of martyrdom.
== Government and military ==
The three major elements of the Imperial state were the central government, the military, and the provincial government. The military established control of a territory through war, but after a city or people was brought under treaty, the mission turned to policing: protecting Roman citizens, agricultural fields, and religious sites. The Romans lacked sufficient manpower or resources to rule through force alone. Cooperation with local elites was necessary to maintain order, collect information, and extract revenue. The Romans often exploited internal political divisions.Communities with demonstrated loyalty to Rome retained their own laws, could collect their own taxes locally, and in exceptional cases were exempt from Roman taxation. Legal privileges and relative independence incentivized compliance. Roman government was thus limited, but efficient in its use of available resources.
=== Central government ===
The Imperial cult of ancient Rome identified emperors and some members of their families with divinely sanctioned authority (auctoritas). The rite of apotheosis (also called consecratio) signified the deceased emperor's deification. The dominance of the emperor was based on the consolidation of powers from several republican offices. The emperor made himself the central religious authority as pontifex maximus, and centralized the right to declare war, ratify treaties, and negotiate with foreign leaders. While these functions were clearly defined during the Principate, the emperor's powers over time became less constitutional and more monarchical, culminating in the Dominate.The emperor was the ultimate authority in policy- and decision-making, but in the early Principate, he was expected to be accessible and deal personally with official business and petitions. A bureaucracy formed around him only gradually. The Julio-Claudian emperors relied on an informal body of advisors that included not only senators and equestrians, but trusted slaves and freedmen. After Nero, the influence of the latter was regarded with suspicion, and the emperor's council (consilium) became subject to official appointment for greater transparency. Though the Senate took a lead in policy discussions until the end of the Antonine dynasty, equestrians played an increasingly important role in the consilium. The women of the emperor's family often intervened directly in his decisions.Access to the emperor might be gained at the daily reception (salutatio), a development of the traditional homage a client paid to his patron; public banquets hosted at the palace; and religious ceremonies. The common people who lacked this access could manifest their approval or displeasure as a group at games. By the 4th century, the Christian emperors became remote figureheads who issued general rulings, no longer responding to individual petitions. Although the Senate could do little short of assassination and open rebellion to contravene the will of the emperor, it retained its symbolic political centrality. The Senate legitimated the emperor's rule, and the emperor employed senators as legates (legati): generals, diplomats, and administrators.The practical source of an emperor's power and authority was the military. The legionaries were paid by the Imperial treasury, and swore an annual oath of loyalty to the emperor. Most emperors chose a successor, usually a close family member or adopted heir. The new emperor had to seek a swift acknowledgement of his status and authority to stabilize the political landscape. No emperor could hope to survive without the allegiance of the Praetorian Guard and the legions. To secure their loyalty, several emperors paid the donativum, a monetary reward. In theory, the Senate was entitled to choose the new emperor, but did so mindful of acclamation by the army or Praetorians.
=== Military ===
After the Punic Wars, the Roman army comprised professional soldiers who volunteered for 20 years of active duty and five as reserves. The transition to a professional military began during the late Republic and was one of the many profound shifts away from republicanism, under which an army of conscript citizens defended the homeland against a specific threat. The Romans expanded their war machine by "organizing the communities that they conquered in Italy into a system that generated huge reservoirs of manpower for their army." By Imperial times, military service was a full-time career. The pervasiveness of military garrisons throughout the Empire was a major influence in the process of Romanization.The primary mission of the military of the early empire was to preserve the Pax Romana. The three major divisions of the military were:
the garrison at Rome, comprising the Praetorian Guard, the cohortes urbanae and the vigiles, who functioned as police and firefighters;
the provincial army, comprising the Roman legions and the auxiliaries provided by the provinces (auxilia);
the navy.Through his military reforms, which included consolidating or disbanding units of questionable loyalty, Augustus regularized the legion. A legion was organized into ten cohorts, each of which comprised six centuries, with a century further made up of ten squads (contubernia); the exact size of the Imperial legion, which was likely determined by logistics, has been estimated to range from 4,800 to 5,280. After Germanic tribes wiped out three legions in the Battle of the Teutoburg Forest in 9 AD, the number of legions was increased from 25 to around 30. The army had about 300,000 soldiers in the 1st century, and under 400,000 in the 2nd, "significantly smaller" than the collective armed forces of the conquered territories. No more than 2% of adult males living in the Empire served in the Imperial army.
Augustus also created the Praetorian Guard: nine cohorts, ostensibly to maintain the public peace, which were garrisoned in Italy. Better paid than the legionaries, the Praetorians served only sixteen years.The auxilia were recruited from among the non-citizens. Organized in smaller units of roughly cohort strength, they were paid less than the legionaries, and after 25 years of service were rewarded with Roman citizenship, also extended to their sons. According to Tacitus there were roughly as many auxiliaries as there were legionaries—thus, around 125,000 men, implying approximately 250 auxiliary regiments. The Roman cavalry of the earliest Empire were primarily from Celtic, Hispanic or Germanic areas. Several aspects of training and equipment derived from the Celts.The Roman navy not only aided in the supply and transport of the legions but also in the protection of the frontiers along the rivers Rhine and Danube. Another duty was protecting maritime trade against pirates. It patrolled the Mediterranean, parts of the North Atlantic coasts, and the Black Sea. Nevertheless, the army was considered the senior and more prestigious branch.
=== Provincial government ===
An annexed territory became a Roman province in three steps: making a register of cities, taking a census, and surveying the land. Further government recordkeeping included births and deaths, real estate transactions, taxes, and juridical proceedings. In the 1st and 2nd centuries, the central government sent out around 160 officials annually to govern outside Italy. Among these officials were the Roman governors: magistrates elected at Rome who in the name of the Roman people governed senatorial provinces; or governors, usually of equestrian rank, who held their imperium on behalf of the emperor in imperial provinces, most notably Roman Egypt. A governor had to make himself accessible to the people he governed, but he could delegate various duties. His staff, however, was minimal: his official attendants (apparitores), including lictors, heralds, messengers, scribes, and bodyguards; legates, both civil and military, usually of equestrian rank; and friends who accompanied him unofficially.Other officials were appointed as supervisors of government finances. Separating fiscal responsibility from justice and administration was a reform of the Imperial era, to avoid provincial governors and tax farmers exploiting local populations for personal gain. Equestrian procurators, whose authority was originally "extra-judicial and extra-constitutional," managed both state-owned property and the personal property of the emperor (res privata). Because Roman government officials were few, a provincial who needed help with a legal dispute or criminal case might seek out any Roman perceived to have some official capacity.
=== Law ===
Roman courts held original jurisdiction over cases involving Roman citizens throughout the empire, but there were too few judicial functionaries to impose Roman law uniformly in the provinces. Most parts of the Eastern Empire already had well-established law codes and juridical procedures. Generally, it was Roman policy to respect the mos regionis ("regional tradition" or "law of the land") and to regard local laws as a source of legal precedent and social stability. The compatibility of Roman and local law was thought to reflect an underlying ius gentium, the "law of nations" or international law regarded as common and customary. If provincial law conflicted with Roman law or custom, Roman courts heard appeals, and the emperor held final decision-making authority.In the West, law had been administered on a highly localized or tribal basis, and private property rights may have been a novelty of the Roman era, particularly among Celts. Roman law facilitated the acquisition of wealth by a pro-Roman elite. The extension of universal citizenship to all free inhabitants of the Empire in 212 required the uniform application of Roman law, replacing local law codes that had applied to non-citizens. Diocletian's efforts to stabilize the Empire after the Crisis of the Third Century included two major compilations of law in four years, the Codex Gregorianus and the Codex Hermogenianus, to guide provincial administrators in setting consistent legal standards.The pervasiveness of Roman law throughout Western Europe enormously influenced the Western legal tradition, reflected by continued use of Latin legal terminology in modern law.
=== Taxation ===
Taxation under the Empire amounted to about 5% of its gross product. The typical tax rate for individuals ranged from 2 to 5%. The tax code was "bewildering" in its complicated system of direct and indirect taxes, some paid in cash and some in kind. Taxes might be specific to a province, or kinds of properties such as fisheries; they might be temporary. Tax collection was justified by the need to maintain the military, and taxpayers sometimes got a refund if the army captured a surplus of booty. In-kind taxes were accepted from less-monetized areas, particularly those who could supply grain or goods to army camps.
The primary source of direct tax revenue was individuals, who paid a poll tax and a tax on their land, construed as a tax on its produce or productive capacity. Tax obligations were determined by the census: each head of household provided a headcount of his household, as well as an accounting of his property. A major source of indirect-tax revenue was the portoria, customs and tolls on trade, including among provinces. Towards the end of his reign, Augustus instituted a 4% tax on the sale of slaves, which Nero shifted from the purchaser to the dealers, who responded by raising their prices. An owner who manumitted a slave paid a "freedom tax", calculated at 5% of value. An inheritance tax of 5% was assessed when Roman citizens above a certain net worth left property to anyone outside their immediate family. Revenues from the estate tax and from an auction tax went towards the veterans' pension fund (aerarium militare).Low taxes helped the Roman aristocracy increase their wealth, which equalled or exceeded the revenues of the central government. An emperor sometimes replenished his treasury by confiscating the estates of the "super-rich", but in the later period, the resistance of the wealthy to paying taxes was one of the factors contributing to the collapse of the Empire.
== Economy ==
The Empire is best thought of as a network of regional economies, based on a form of "political capitalism" in which the state regulated commerce to assure its own revenues. Economic growth, though not comparable to modern economies, was greater than that of most other societies prior to industrialization. Territorial conquests permitted a large-scale reorganization of land use that resulted in agricultural surplus and specialization, particularly in north Africa. Some cities were known for particular industries. The scale of urban building indicates a significant construction industry. Papyri preserve complex accounting methods that suggest elements of economic rationalism, and the Empire was highly monetized. Although the means of communication and transport were limited in antiquity, transportation in the 1st and 2nd centuries expanded greatly, and trade routes connected regional economies. The supply contracts for the army drew on local suppliers near the base (castrum), throughout the province, and across provincial borders.Economic historians vary in their calculations of the gross domestic product during the Principate. In the sample years of 14, 100, and 150 AD, estimates of per capita GDP range from 166 to 380 HS. The GDP per capita of Italy is estimated as 40 to 66% higher than in the rest of the Empire, due to tax transfers from the provinces and the concentration of elite income.
Economic dynamism resulted in social mobility. Although aristocratic values permeated traditional elite society, wealth requirements for rank indicate a strong tendency towards plutocracy. Prestige could be obtained through investing one's wealth in grand estates or townhouses, luxury items, public entertainments, funerary monuments, and religious dedications. Guilds (collegia) and corporations (corpora) provided support for individuals to succeed through networking. "There can be little doubt that the lower classes of ... provincial towns of the Roman Empire enjoyed a high standard of living not equaled again in Western Europe until the 19th century". Households in the top 1.5% of income distribution captured about 20% of income. The "vast majority" produced more than half of the total income, but lived near subsistence.
=== Currency and banking ===
The early Empire was monetized to a near-universal extent, using money as a way to express prices and debts. The sestertius (English "sesterces", symbolized as HS) was the basic unit of reckoning value into the 4th century, though the silver denarius, worth four sesterces, was also used beginning in the Severan dynasty. The smallest coin commonly circulated was the bronze as, one-tenth denarius. Bullion and ingots seem not to have counted as pecunia ("money") and were used only on the frontiers. Romans in the first and second centuries counted coins, rather than weighing them—an indication that the coin was valued on its face. This tendency towards fiat money led to the debasement of Roman coinage in the later Empire. The standardization of money throughout the Empire promoted trade and market integration. The high amount of metal coinage in circulation increased the money supply for trading or saving.
Rome had no central bank, and regulation of the banking system was minimal. Banks of classical antiquity typically kept less in reserves than the full total of customers' deposits. A typical bank had fairly limited capital, and often only one principal. Seneca assumes that anyone involved in Roman commerce needs access to credit. A professional deposit banker received and held deposits for a fixed or indefinite term, and lent money to third parties. The senatorial elite were involved heavily in private lending, both as creditors and borrowers. The holder of a debt could use it as a means of payment by transferring it to another party, without cash changing hands. Although it has sometimes been thought that ancient Rome lacked documentary transactions, the system of banks throughout the Empire permitted the exchange of large sums without physically transferring coins, in part because of the risks of moving large amounts of cash. Only one serious credit shortage is known to have occurred in the early Empire, in 33 AD; generally, available capital exceeded the amount needed by borrowers. The central government itself did not borrow money, and without public debt had to fund deficits from cash reserves.Emperors of the Antonine and Severan dynasties debased the currency, particularly the denarius, under the pressures of meeting military payrolls. Sudden inflation under Commodus damaged the credit market. In the mid-200s, the supply of specie contracted sharply. Conditions during the Crisis of the Third Century—such as reductions in long-distance trade, disruption of mining operations, and the physical transfer of gold coinage outside the empire by invading enemies—greatly diminished the money supply and the banking sector. Although Roman coinage had long been fiat money or fiduciary currency, general economic anxieties came to a head under Aurelian, and bankers lost confidence in coins. Despite Diocletian's introduction of the gold solidus and monetary reforms, the credit market of the Empire never recovered its former robustness.
=== Mining and metallurgy ===
The main mining regions of the Empire were the Iberian Peninsula (gold, silver, copper, tin, lead); Gaul (gold, silver, iron); Britain (mainly iron, lead, tin), the Danubian provinces (gold, iron); Macedonia and Thrace (gold, silver); and Asia Minor (gold, silver, iron, tin). Intensive large-scale mining—of alluvial deposits, and by means of open-cast mining and underground mining—took place from the reign of Augustus up to the early 3rd century, when the instability of the Empire disrupted production.
Hydraulic mining allowed base and precious metals to be extracted on a proto-industrial scale. The total annual iron output is estimated at 82,500 tonnes. Copper and lead production levels were unmatched until the Industrial Revolution. At its peak around the mid-2nd century, the Roman silver stock is estimated at 10,000 t, five to ten times larger than the combined silver mass of medieval Europe and the Caliphate around 800 AD. As an indication of the scale of Roman metal production, lead pollution in the Greenland ice sheet quadrupled over prehistoric levels during the Imperial era and dropped thereafter.
=== Transportation and communication ===
The Empire completely encircled the Mediterranean, which they called "our sea" (mare nostrum). Roman sailing vessels navigated the Mediterranean as well as major rivers. Transport by water was preferred where possible, as moving commodities by land was more difficult. Vehicles, wheels, and ships indicate the existence of a great number of skilled woodworkers.Land transport utilized the advanced system of Roman roads, called "viae". These roads were primarily built for military purposes, but also served commercial ends. The in-kind taxes paid by communities included the provision of personnel, animals, or vehicles for the cursus publicus, the state mail and transport service established by Augustus. Relay stations were located along the roads every seven to twelve Roman miles, and tended to grow into villages or trading posts. A mansio (plural mansiones) was a privately run service station franchised by the imperial bureaucracy for the cursus publicus. The distance between mansiones was determined by how far a wagon could travel in a day. Carts were usually pulled by mules, travelling about 4 mph.
=== Trade and commodities ===
Roman provinces traded among themselves, but trade extended outside the frontiers to regions as far away as China and India. Chinese trade was mostly conducted overland through middle men along the Silk Road; Indian trade also occurred by sea from Egyptian ports. The main commodity was grain. Also traded were olive oil, foodstuffs, garum (fish sauce), slaves, ore and manufactured metal objects, fibres and textiles, timber, pottery, glassware, marble, papyrus, spices and materia medica, ivory, pearls, and gemstones. Though most provinces could produce wine, regional varietals were desirable and wine was a central trade good.
=== Labour and occupations ===
Inscriptions record 268 different occupations in Rome and 85 in Pompeii. Professional associations or trade guilds (collegia) are attested for a wide range of occupations, some quite specialized.Work performed by slaves falls into five general categories: domestic, with epitaphs recording at least 55 different household jobs; imperial or public service; urban crafts and services; agriculture; and mining. Convicts provided much of the labour in the mines or quarries, where conditions were notoriously brutal. In practice, there was little division of labour between slave and free, and most workers were illiterate and without special skills. The greatest number of common labourers were employed in agriculture: in Italian industrial farming (latifundia), these may have been mostly slaves, but elsewhere slave farm labour was probably less important.Textile and clothing production was a major source of employment. Both textiles and finished garments were traded and products were often named for peoples or towns, like a fashion "label". Better ready-to-wear was exported by local businessmen (negotiatores or mercatores). Finished garments might be retailed by their sales agents, by vestiarii (clothing dealers), or peddled by itinerant merchants. The fullers (fullones) and dye workers (coloratores) had their own guilds. Centonarii were guild workers who specialized in textile production and the recycling of old clothes into pieced goods.
== Architecture and engineering ==
The chief Roman contributions to architecture were the arch, vault and dome. Some Roman structures still stand today, due in part to sophisticated methods of making cements and concrete. Roman temples developed Etruscan and Greek forms, with some distinctive elements. Roman roads are considered the most advanced built until the early 19th century. The system of roadways facilitated military policing, communications, and trade, and were resistant to floods and other environmental hazards. Some remained usable for over a thousand years.
Roman bridges were among the first large and lasting bridges, built from stone (and in most cases concrete) with the arch as the basic structure. The largest Roman bridge was Trajan's bridge over the lower Danube, constructed by Apollodorus of Damascus, which remained for over a millennium the longest bridge to have been built. The Romans built many dams and reservoirs for water collection, such as the Subiaco Dams, two of which fed the Anio Novus, one of the largest aqueducts of Rome.
The Romans constructed numerous aqueducts. De aquaeductu, a treatise by Frontinus, who served as water commissioner, reflects the administrative importance placed on the water supply. Masonry channels carried water along a precise gradient, using gravity alone. It was then collected in tanks and fed through pipes to public fountains, baths, toilets, or industrial sites. The main aqueducts in Rome were the Aqua Claudia and the Aqua Marcia. The complex system built to supply Constantinople had its most distant supply drawn from over 120 km away along a route of more than 336 km. Roman aqueducts were built to remarkably fine tolerance, and to a technological standard not equalled until modern times. The Romans also used aqueducts in their extensive mining operations across the empire.Insulated glazing (or "double glazing") was used in the construction of public baths. Elite housing in cooler climates might have hypocausts, a form of central heating. The Romans were the first culture to assemble all essential components of the much later steam engine: the crank and connecting rod system, Hero's aeolipile (generating steam power), the cylinder and piston (in metal force pumps), non-return valves (in water pumps), and gearing (in water mills and clocks).
== Daily life ==
=== City and country ===
The city was viewed as fostering civilization by being "properly designed, ordered, and adorned." Augustus undertook a vast building programme in Rome, supported public displays of art that expressed imperial ideology, and reorganized the city into neighbourhoods (vici) administered at the local level with police and firefighting services. A focus of Augustan monumental architecture was the Campus Martius, an open area outside the city centre: the Altar of Augustan Peace (Ara Pacis Augustae) was located there, as was an obelisk imported from Egypt that formed the pointer (gnomon) of a horologium. With its public gardens, the Campus was among the most attractive places in Rome to visit.City planning and urban lifestyles was influenced by the Greeks early on, and in the Eastern Empire, Roman rule shaped the development of cities that already had a strong Hellenistic character. Cities such as Athens, Aphrodisias, Ephesus and Gerasa tailored city planning and architecture to imperial ideals, while expressing their individual identity and regional preeminence. In areas inhabited by Celtic-speaking peoples, Rome encouraged the development of urban centres with stone temples, forums, monumental fountains, and amphitheatres, often on or near the sites of preexisting walled settlements known as oppida. Urbanization in Roman Africa expanded on Greek and Punic coastal cities.
The network of cities (coloniae, municipia, civitates or in Greek terms poleis) was a primary cohesive force during the Pax Romana. Romans of the 1st and 2nd centuries were encouraged to "inculcate the habits of peacetime". As the classicist Clifford Ando noted:
Most of the cultural appurtenances popularly associated with imperial culture—public cult and its games and civic banquets, competitions for artists, speakers, and athletes, as well as the funding of the great majority of public buildings and public display of art—were financed by private individuals, whose expenditures in this regard helped to justify their economic power and legal and provincial privileges.
In the city of Rome, most people lived in multistory apartment buildings (insulae) that were often squalid firetraps. Public facilities—such as baths (thermae), toilets with running water (latrinae), basins or elaborate fountains (nymphea) delivering fresh water, and large-scale entertainments such as chariot races and gladiator combat—were aimed primarily at the common people. Similar facilities were constructed in cities throughout the Empire, and some of the best-preserved Roman structures are in Spain, southern France, and northern Africa.
The public baths served hygienic, social and cultural functions. Bathing was the focus of daily socializing. Roman baths were distinguished by a series of rooms that offered communal bathing in three temperatures, with amenities that might include an exercise room, sauna, exfoliation spa, ball court, or outdoor swimming pool. Baths had hypocaust heating: the floors were suspended over hot-air channels. Public baths were part of urban culture throughout the provinces, but in the late 4th century, individual tubs began to replace communal bathing. Christians were advised to go to the baths only for hygiene.
Rich families from Rome usually had two or more houses: a townhouse (domus) and at least one luxury home (villa) outside the city. The domus was a privately owned single-family house, and might be furnished with a private bath (balneum) but it was not a place to retreat from public life. Although some neighbourhoods show a higher concentration of such houses, they were not segregated enclaves. The domus was meant to be visible and accessible. The atrium served as a reception hall in which the paterfamilias (head of household) met with clients every morning. It was a centre of family religious rites, containing a shrine and images of family ancestors. The houses were located on busy public roads, and ground-level spaces were often rented out as shops (tabernae). In addition to a kitchen garden—windowboxes might substitute in the insulae—townhouses typically enclosed a peristyle garden.The villa by contrast was an escape from the city, and in literature represents a lifestyle that balances intellectual and artistic interests (otium) with an appreciation of nature and agriculture. Ideally a villa commanded a view or vista, carefully framed by the architectural design. It might be located on a working estate, or in a "resort town" on the seacoast.
Augustus' programme of urban renewal, and the growth of Rome's population to as many as one million, was accompanied by nostalgia for rural life. Poetry idealized the lives of farmers and shepherds. Interior decorating often featured painted gardens, fountains, landscapes, vegetative ornament, and animals, rendered accurately enough to be identified by species. On a more practical level, the central government took an active interest in supporting agriculture. Producing food was the priority of land use. Larger farms (latifundia) achieved an economy of scale that sustained urban life. Small farmers benefited from the development of local markets in towns and trade centres. Agricultural techniques such as crop rotation and selective breeding were disseminated throughout the Empire, and new crops were introduced from one province to another.
Maintaining an affordable food supply to the city of Rome had become a major political issue in the late Republic, when the state began to provide a grain dole (Cura Annonae) to citizens who registered for it (about 200,000–250,000 adult males in Rome). The dole cost at least 15% of state revenues, but improved living conditions among the lower classes, and subsidized the rich by allowing workers to spend more of their earnings on the wine and olive oil produced on estates. The grain dole also had symbolic value: it affirmed the emperor's position as universal benefactor, and the right of citizens to share in "the fruits of conquest". The annona, public facilities, and spectacular entertainments mitigated the otherwise dreary living conditions of lower-class Romans, and kept social unrest in check. The satirist Juvenal, however, saw "bread and circuses" (panem et circenses) as emblematic of the loss of republican political liberty:
The public has long since cast off its cares: the people that once bestowed commands, consulships, legions and all else, now meddles no more and longs eagerly for just two things: bread and circuses.
=== Health and disease ===
Epidemics were common in the ancient world, and occasional pandemics in the Empire killed millions. The Roman population was unhealthy. About 20 percent—a large percentage by ancient standards—lived in cities, Rome being the largest. The cities were a "demographic sink": the death rate exceeded the birth rate and constant immigration was necessary to maintain the population. Average lifespan is estimated at the mid-twenties, and perhaps more than half of children died before reaching adulthood. Dense urban populations and poor sanitation contributed to disease. Land and sea connections facilitated and sped the transfer of infectious diseases across the empire's territories. The rich were not immune; only two of emperor Marcus Aurelius's fourteen children are known to have reached adulthood.The importance of a good diet to health was recognized by medical writers such as Galen (2nd century). Views on nutrition were influenced by beliefs like humoral theory. A good indicator of nutrition and disease burden is average height: the average Roman was shorter in stature than the population of pre-Roman Italian societies and medieval Europe.
=== Food and dining ===
Most apartments in Rome lacked kitchens, though a charcoal brazier could be used for rudimentary cookery. Prepared food was sold at pubs and bars, inns, and food stalls (tabernae, cauponae, popinae, thermopolia). Carryout and restaurants were for the lower classes; fine dining appeared only at dinner parties in wealthy homes with a chef (archimagirus) and kitchen staff, or banquets hosted by social clubs (collegia).Most Romans consumed at least 70% of their daily calories in the form of cereals and legumes. Puls (pottage) was considered the food of the Romans, and could be elaborated to produce dishes similar to polenta or risotto. Urban populations and the military preferred bread. By the reign of Aurelian, the state had begun to distribute the annona as a daily ration of bread baked in state factories, and added olive oil, wine, and pork to the dole.Roman literature focuses on the dining habits of the upper classes, for whom the evening meal (cena) had important social functions. Guests were entertained in a finely decorated dining room (triclinium) furnished with couches. By the late Republic, women dined, reclined, and drank wine along with men. The poet Martial describes a dinner, beginning with the gustatio ("tasting" or "appetizer") salad. The main course was kid, beans, greens, a chicken, and leftover ham, followed by a dessert of fruit and wine. Roman "foodies" indulged in wild game, fowl such as peacock and flamingo, large fish (mullet was especially prized), and shellfish. Luxury ingredients were imported from the far reaches of empire. A book-length collection of Roman recipes is attributed to Apicius, a name for several figures in antiquity that became synonymous with "gourmet."Refined cuisine could be moralized as a sign of either civilized progress or decadent decline. Most often, because of the importance of landowning in Roman culture, produce—cereals, legumes, vegetables, and fruit—were considered more civilized foods than meat. The Mediterranean staples of bread, wine, and oil were sacralized by Roman Christianity, while Germanic meat consumption became a mark of paganism. Some philosophers and Christians resisted the demands of the body and the pleasures of food, and adopted fasting as an ideal. Food became simpler in general as urban life in the West diminished and trade routes were disrupted; the Church formally discouraged gluttony, and hunting and pastoralism were seen as simple and virtuous.
=== Spectacles ===
When Juvenal complained that the Roman people had exchanged their political liberty for "bread and circuses", he was referring to the state-provided grain dole and the circenses, events held in the entertainment venue called a circus. The largest such venue in Rome was the Circus Maximus, the setting of horse races, chariot races, the equestrian Troy Game, staged beast hunts (venationes), athletic contests, gladiator combat, and historical re-enactments. From earliest times, several religious festivals had featured games (ludi), primarily horse and chariot races (ludi circenses). The races retained religious significance in connection with agriculture, initiation, and the cycle of birth and death.Under Augustus, public entertainments were presented on 77 days of the year; by the reign of Marcus Aurelius, this had expanded to 135. Circus games were preceded by an elaborate parade (pompa circensis) that ended at the venue. Competitive events were held also in smaller venues such as the amphitheatre, which became the characteristic Roman spectacle venue, and stadium. Greek-style athletics included footraces, boxing, wrestling, and the pancratium. Aquatic displays, such as the mock sea battle (naumachia) and a form of "water ballet", were presented in engineered pools. State-supported theatrical events (ludi scaenici) took place on temple steps or in grand stone theatres, or in the smaller enclosed theatre called an odeon.Circuses were the largest structure regularly built in the Roman world. The Flavian Amphitheatre, better known as the Colosseum, became the regular arena for blood sports in Rome. Many Roman amphitheatres, circuses and theatres built in cities outside Italy are visible as ruins today. The local ruling elite were responsible for sponsoring spectacles and arena events, which both enhanced their status and drained their resources. The physical arrangement of the amphitheatre represented the order of Roman society: the emperor in his opulent box; senators and equestrians in reserved advantageous seats; women seated at a remove from the action; slaves given the worst places, and everybody else in-between. The crowd could call for an outcome by booing or cheering, but the emperor had the final say. Spectacles could quickly become sites of social and political protest, and emperors sometimes had to deploy force to put down crowd unrest, most notoriously at the Nika riots in 532.
The chariot teams were known by the colours they wore. Fan loyalty was fierce and at times erupted into sports riots. Racing was perilous, but charioteers were among the most celebrated and well-compensated athletes. Circuses were designed to ensure that no team had an unfair advantage and to minimize collisions (naufragia), which were nonetheless frequent and satisfying to the crowd. The races retained a magical aura through their early association with chthonic rituals: circus images were considered protective or lucky, curse tablets have been found buried at the site of racetracks, and charioteers were often suspected of sorcery. Chariot racing continued into the Byzantine period under imperial sponsorship, but the decline of cities in the 6th and 7th centuries led to its eventual demise.The Romans thought gladiator contests had originated with funeral games and sacrifices. Some of the earliest styles of gladiator fighting had ethnic designations such as "Thracian" or "Gallic". The staged combats were considered munera, "services, offerings, benefactions", initially distinct from the festival games (ludi). To mark the opening of the Colosseum, Titus presented 100 days of arena events, with 3,000 gladiators competing on a single day. Roman fascination with gladiators is indicated by how widely they are depicted on mosaics, wall paintings, lamps, and in graffiti. Gladiators were trained combatants who might be slaves, convicts, or free volunteers. Death was not a necessary or even desirable outcome in matches between these highly skilled fighters, whose training was costly and time-consuming. By contrast, noxii were convicts sentenced to the arena with little or no training, often unarmed, and with no expectation of survival; physical suffering and humiliation were considered appropriate retributive justice. These executions were sometimes staged or ritualized as re-enactments of myths, and amphitheatres were equipped with elaborate stage machinery to create special effects.Modern scholars have found the pleasure Romans took in the "theatre of life and death" difficult to understand. Pliny the Younger rationalized gladiator spectacles as good for the people, "to inspire them to face honourable wounds and despise death, by exhibiting love of glory and desire for victory". Some Romans such as Seneca were critical of the brutal spectacles, but found virtue in the courage and dignity of the defeated fighter—an attitude that finds its fullest expression with the Christians martyred in the arena. Tertullian considered deaths in the arena to be nothing more than a dressed-up form of human sacrifice. Even martyr literature, however, offers "detailed, indeed luxuriant, descriptions of bodily suffering", and became a popular genre at times indistinguishable from fiction.
=== Recreation ===
The singular ludus, "play, game, sport, training," had a wide range of meanings such as "word play," "theatrical performance," "board game," "primary school," and even "gladiator training school" (as in Ludus Magnus). Activities for children and young people in the Empire included hoop rolling and knucklebones (astragali or "jacks"). Girls had dolls made of wood, terracotta, and especially bone and ivory. Ball games include trigon and harpastum. People of all ages played board games, including latrunculi ("Raiders") and XII scripta ("Twelve Marks"). A game referred to as alea (dice) or tabula (the board) may have been similar to backgammon. Dicing as a form of gambling was disapproved of, but was a popular pastime during the festival of the Saturnalia.
After adolescence, most physical training for males was of a military nature. The Campus Martius originally was an exercise field where young men learned horsemanship and warfare. Hunting was also considered an appropriate pastime. According to Plutarch, conservative Romans disapproved of Greek-style athletics that promoted a fine body for its own sake, and condemned Nero's efforts to encourage Greek-style athletic games. Some women trained as gymnasts and dancers, and a rare few as female gladiators. The "Bikini Girls" mosaic shows young women engaging in routines comparable to rhythmic gymnastics. Women were encouraged to maintain health through activities such as playing ball, swimming, walking, or reading aloud (as a breathing exercise).
=== Clothing ===
In a status-conscious society like that of the Romans, clothing and personal adornment indicated the etiquette of interacting with the wearer. Wearing the correct clothing reflected a society in good order. There is little direct evidence of how Romans dressed in daily life, since portraiture may show the subject in clothing with symbolic value, and surviving textiles are rare.The toga was the distinctive national garment of the male citizen, but it was heavy and impractical, worn mainly for conducting political or court business and religious rites. It was a "vast expanse" of semi-circular white wool that could not be put on and draped correctly without assistance. The drapery became more intricate and structured over time. The toga praetexta, with a purple or purplish-red stripe representing inviolability, was worn by children who had not come of age, curule magistrates, and state priests. Only the emperor could wear an all-purple toga (toga picta).Ordinary clothing was dark or colourful. The basic garment for all Romans, regardless of gender or wealth, was the simple sleeved tunic, with length differing by wearer. The tunics of poor people and labouring slaves were made from coarse wool in natural, dull shades; finer tunics were made of lightweight wool or linen. A man of the senatorial or equestrian order wore a tunic with two purple stripes (clavi) woven vertically: the wider the stripe, the higher the wearer's status. Other garments could be layered over the tunic. Common male attire also included cloaks and in some regions trousers. In the 2nd century, emperors and elite men are often portrayed wearing the pallium, an originally Greek mantle; women are also portrayed in the pallium. Tertullian considered the pallium an appropriate garment both for Christians, in contrast to the toga, and for educated people.Roman clothing styles changed over time. In the Dominate, clothing worn by both soldiers and bureaucrats became highly decorated with geometrical patterns, stylized plant motifs, and in more elaborate examples, human or animal figures. Courtiers of the later Empire wore elaborate silk robes. The militarization of Roman society, and the waning of urban life, affected fashion: heavy military-style belts were worn by bureaucrats as well as soldiers, and the toga was abandoned, replaced by the pallium as a garment embodying social unity.
== Arts ==
Greek art had a profound influence on Roman art. Public art—including sculpture, monuments such as victory columns or triumphal arches, and the iconography on coins—is often analysed for historical or ideological significance. In the private sphere, artistic objects were made for religious dedications, funerary commemoration, domestic use, and commerce. The wealthy advertised their appreciation of culture through artwork and decorative arts in their homes. Despite the value placed on art, even famous artists were of low social status, partly as they worked with their hands.
=== Portraiture ===
Portraiture, which survives mainly in sculpture, was the most copious form of imperial art. Portraits during the Augustan period utilize classical proportions, evolving later into a mixture of realism and idealism. Republican portraits were characterized by verism, but as early as the 2nd century BC, Greek heroic nudity was adopted for conquering generals. Imperial portrait sculptures may model a mature head atop a youthful nude or semi-nude body with perfect musculature. Clothed in the toga or military regalia, the body communicates rank or role, not individual characteristics. Women of the emperor's family were often depicted as goddesses or divine personifications.
Portraiture in painting is represented primarily by the Fayum mummy portraits, which evoke Egyptian and Roman traditions of commemorating the dead with realistic painting. Marble portrait sculpture were painted, but traces have rarely survived.
=== Sculpture and sarcophagi ===
Examples of Roman sculpture survive abundantly, though often in damaged or fragmentary condition, including freestanding statuary in marble, bronze and terracotta, and reliefs from public buildings and monuments. Niches in amphitheatres were originally filled with statues, as were formal gardens. Temples housed cult images of deities, often by famed sculptors.Elaborately carved marble and limestone sarcophagi are characteristic of the 2nd to 4th centuries. Sarcophagus relief has been called the "richest single source of Roman iconography," depicting mythological scenes or Jewish/Christian imagery as well as the deceased's life.
=== Painting ===
Initial Roman painting drew from Etruscan and Greek models and techniques. Examples of Roman paintings can be found in palaces, catacombs and villas. Much of what is known of Roman painting is from the interior decoration of private homes, particularly as preserved by the eruption of Vesuvius. In addition to decorative borders and panels with geometric or vegetative motifs, wall painting depicts scenes from mythology and theatre, landscapes and gardens, spectacles, everyday life, and erotic art.
=== Mosaic ===
Mosaics are among the most enduring of Roman decorative arts, and are found on floors and other architectural features. The most common is the tessellated mosaic, formed from uniform pieces (tesserae) of materials such as stone and glass. Opus sectile is a related technique in which flat stone, usually coloured marble, is cut precisely into shapes from which geometric or figurative patterns are formed. This more difficult technique became especially popular for luxury surfaces in the 4th century (eg the Basilica of Junius Bassus).Figurative mosaics share many themes with painting, and in some cases use almost identical compositions. Geometric patterns and mythological scenes occur throughout the Empire. In North Africa, a particularly rich source of mosaics, homeowners often chose scenes of life on their estates, hunting, agriculture, and local wildlife. Plentiful and major examples of Roman mosaics come also from present-day Turkey (particularly the (Antioch mosaics), Italy, southern France, Spain, and Portugal.
=== Decorative arts ===
Decorative arts for luxury consumers included fine pottery, silver and bronze vessels and implements, and glassware. Pottery manufacturing was economically important, as were the glass and metalworking industries. Imports stimulated new regional centres of production. Southern Gaul became a leading producer of the finer red-gloss pottery (terra sigillata) that was a major trade good in 1st-century Europe. Glassblowing was regarded by the Romans as originating in Syria in the 1st century BC, and by the 3rd century, Egypt and the Rhineland had become noted for fine glass.
=== Performing arts ===
In Roman tradition, borrowed from the Greeks, literary theatre was performed by all-male troupes that used face masks with exaggerated facial expressions to portray emotion. Female roles were played by men in drag (travesti). Roman literary theatre tradition is particularly well represented in Latin literature by the tragedies of Seneca.
More popular than literary theatre was the genre-defying mimus theatre, which featured scripted scenarios with free improvisation, risqué language and sex scenes, action sequences, and political satire, along with dance, juggling, acrobatics, tightrope walking, striptease, and dancing bears. Unlike literary theatre, mimus was played without masks, and encouraged stylistic realism. Female roles were performed by women. Mimus was related to pantomimus, an early form of story ballet that contained no spoken dialogue but rather a sung libretto, often mythological, either tragic or comic.
Although sometimes regarded as foreign, music and dance existed in Rome from earliest times. Music was customary at funerals, and the tibia, a woodwind instrument, was played at sacrifices. Song (carmen) was integral to almost every social occasion. Music was thought to reflect the orderliness of the cosmos. Various woodwinds and "brass" instruments were played, as were stringed instruments such as the cithara, and percussion. The cornu, a long tubular metal wind instrument, was used for military signals and on parade. These instruments spread throughout the provinces and are widely depicted in Roman art. The hydraulic pipe organ (hydraulis) was "one of the most significant technical and musical achievements of antiquity", and accompanied gladiator games and events in the amphitheatre. Although certain dances were seen at times as non-Roman or unmanly, dancing was embedded in religious rituals of archaic Rome. Ecstatic dancing was a feature of the mystery religions, particularly the cults of Cybele and Isis. In the secular realm, dancing girls from Syria and Cadiz were extremely popular.Like gladiators, entertainers were legally infames, technically free but little better than slaves. "Stars", however, could enjoy considerable wealth and celebrity, and mingled socially and often sexually with the elite. Performers supported each other by forming guilds, and several memorials for theatre members survive. Theatre and dance were often condemned by Christian polemicists in the later Empire.
== Literacy, books, and education ==
Estimates of the average literacy rate range from 5 to over 30%. The Roman obsession with documents and inscriptions indicates the value placed on the written word. Laws and edicts were posted as well as read out. Illiterate Roman subjects could have a government scribe (scriba) read or write their official documents for them. The military produced extensive written records. The Babylonian Talmud declared "if all seas were ink, all reeds were pen, all skies parchment, and all men scribes, they would be unable to set down the full scope of the Roman government's concerns."Numeracy was necessary for commerce. Slaves were numerate and literate in significant numbers; some were highly educated. Graffiti and low-quality inscriptions with misspellings and solecisms indicate casual literacy among non-elites.The Romans had an extensive priestly archive, and inscriptions appear throughout the Empire in connection with votives dedicated by ordinary people, as well as "magic spells" (eg the Greek Magical Papyri).Books were expensive, since each copy had to be written out on a papyrus roll (volumen) by scribes. The codex—pages bound to a spine—was still a novelty in the 1st century, but by the end of the 3rd century was replacing the volumen. Commercial book production was established by the late Republic, and by the 1st century certain neighbourhoods of Rome and Western provincial cities were known for their bookshops. The quality of editing varied wildly, and plagiarism or forgery were common, since there was no copyright law.
Collectors amassed personal libraries, and a fine library was part of the cultivated leisure (otium) associated with the villa lifestyle. Significant collections might attract "in-house" scholars, and an individual benefactor might endow a community with a library (as Pliny the Younger did in Comum). Imperial libraries were open to users on a limited basis, and represented a literary canon. Books considered subversive might be publicly burned, and Domitian crucified copyists for reproducing works deemed treasonous.Literary texts were often shared aloud at meals or with reading groups. Public readings (recitationes) expanded from the 1st through the 3rd century, giving rise to "consumer literature" for entertainment. Illustrated books, including erotica, were popular, but are poorly represented by extant fragments.Literacy began to decline during the Crisis of the Third Century. The emperor Julian banned Christians from teaching the classical curriculum, but the Church Fathers and other Christians adopted Latin and Greek literature, philosophy and science in biblical interpretation. As the Western Roman Empire declined, reading became rarer even for those within the Church hierarchy, although it continued in the Byzantine Empire.
=== Education ===
Traditional Roman education was moral and practical. Stories were meant to instil Roman values (mores maiorum). Parents were expected to act as role models, and working parents passed their skills to their children, who might also enter apprenticeships. Young children were attended by a pedagogue, usually a Greek slave or former slave, who kept the child safe, taught self-discipline and public behaviour, attended class and helped with tutoring.Formal education was available only to families who could pay for it; lack of state support contributed to low literacy. Primary education in reading, writing, and arithmetic might take place at home if parents hired or bought a teacher. Other children attended "public" schools organized by a schoolmaster (ludimagister) paid by parents. Vernae (homeborn slave children) might share in-home or public schooling. Boys and girls received primary education generally from ages 7 to 12, but classes were not segregated by grade or age. Most schools employed corporal punishment. For the socially ambitious, education in Greek as well as Latin was necessary. Schools became more numerous during the Empire, increasing educational opportunities.
At the age of 14, upperclass males made their rite of passage into adulthood, and began to learn leadership roles through mentoring from a senior family member or family friend. Higher education was provided by grammatici or rhetores. The grammaticus or "grammarian" taught mainly Greek and Latin literature, with history, geography, philosophy or mathematics treated as explications of the text. With the rise of Augustus, contemporary Latin authors such as Virgil and Livy also became part of the curriculum. The rhetor was a teacher of oratory or public speaking. The art of speaking (ars dicendi) was highly prized, and eloquentia ("speaking ability, eloquence") was considered the "glue" of civilized society. Rhetoric was not so much a body of knowledge (though it required a command of the literary canon) as it was a mode of expression that distinguished those who held social power. The ancient model of rhetorical training—"restraint, coolness under pressure, modesty, and good humour"—endured into the 18th century as a Western educational ideal.In Latin, illiteratus could mean both "unable to read and write" and "lacking in cultural awareness or sophistication." Higher education promoted career advancement. Urban elites throughout the Empire shared a literary culture imbued with Greek educational ideals (paideia). Hellenistic cities sponsored schools of higher learning to express cultural achievement. Young Roman men often went abroad to study rhetoric and philosophy, mostly to Athens. The curriculum in the East was more likely to include music and physical training. On the Hellenistic model, Vespasian endowed chairs of grammar, Latin and Greek rhetoric, and philosophy at Rome, and gave secondary teachers special exemptions from taxes and legal penalties. In the Eastern Empire, Berytus (present-day Beirut) was unusual in offering a Latin education, and became famous for its school of Roman law. The cultural movement known as the Second Sophistic (1st–3rd century AD) promoted the assimilation of Greek and Roman social, educational, and esthetic values.Literate women ranged from cultured aristocrats to girls trained to be calligraphers and scribes. The ideal woman in Augustan love poetry was educated and well-versed in the arts. Education seems to have been standard for daughters of the senatorial and equestrian orders. An educated wife was an asset for the socially ambitious household.
=== Literature ===
Literature under Augustus, along with that of the Republic, has been viewed as the "Golden Age" of Latin literature, embodying classical ideals. The three most influential Classical Latin poets—Virgil, Horace, and Ovid—belong to this period. Virgil's Aeneid was a national epic in the manner of the Homeric epics of Greece. Horace perfected the use of Greek lyric metres in Latin verse. Ovid's erotic poetry was enormously popular, but ran afoul of Augustan morality, contributing to his exile. Ovid's Metamorphoses wove together Greco-Roman mythology; his versions of Greek myths became a primary source of later classical mythology, and his work was hugely influential on medieval literature. Latin writers were immersed in Greek literary traditions, and adapted its forms and content, but Romans regarded satire as a genre in which they surpassed the Greeks. The early Principate produced the satirists Persius and Juvenal.
The mid-1st through mid-2nd century has conventionally been called the "Silver Age" of Latin literature. The three leading writers—Seneca, Lucan, and Petronius—committed suicide after incurring Nero's displeasure. Epigrammatist and social observer Martial and the epic poet Statius, whose poetry collection Silvae influenced Renaissance literature, wrote during the reign of Domitian. Other authors of the Silver Age included Pliny the Elder, author of the encyclopedic Natural History; his nephew, Pliny the Younger; and the historian Tacitus.
The principal Latin prose author of the Augustan age is the historian Livy, whose account of Rome's founding became the most familiar version in modern-era literature. Among Imperial historians who wrote in Greek are Dionysius of Halicarnassus, Josephus, and Cassius Dio. Other major Greek authors of the Empire include the biographer Plutarch, the geographer Strabo, and the rhetorician and satirist Lucian. The Twelve Caesars by Suetonius is a primary source for imperial biography.
From the 2nd to the 4th centuries, Christian authors were in active dialogue with the classical tradition. Tertullian was one of the earliest prose authors with a distinctly Christian voice. After the conversion of Constantine, Latin literature is dominated by the Christian perspective. In the late 4th century, Jerome produced the Latin translation of the Bible that became authoritative as the Vulgate. Augustine in The City of God against the Pagans builds a vision of an eternal, spiritual Rome, a new imperium sine fine that will outlast the collapsing Empire.
In contrast to the unity of Classical Latin, the literary esthetic of late antiquity has a tessellated quality. A continuing interest in the religious traditions of Rome prior to Christian dominion is found into the 5th century, with the Saturnalia of Macrobius and The Marriage of Philology and Mercury of Martianus Capella. Prominent Latin poets of late antiquity include Ausonius, Prudentius, Claudian, and Sidonius Apollinaris.
== Religion ==
The Romans thought of themselves as highly religious, and attributed their success to their collective piety (pietas) and good relations with the gods (pax deorum). The archaic religion believed to have come from the earliest kings of Rome was the foundation of the mos maiorum, "the way of the ancestors", central to Roman identity. The priesthoods of the state religion were filled from the same pool of men who held public office, and the Pontifex Maximus was the emperor.
Roman religion was practical and contractual, based on the principle of do ut des, "I give that you might give." Religion depended on knowledge and the correct practice of prayer, ritual, and sacrifice, not on faith or dogma, although Latin literature preserves learned speculation on the nature of the divine. For ordinary Romans, religion was a part of daily life. Each home had a household shrine to offer prayers and libations to the family's domestic deities. Neighbourhood shrines and sacred places such as springs and groves dotted the city. The Roman calendar was structured around religious observances; as many as 135 days were devoted to religious festivals and games (ludi).In the wake of the Republic's collapse, state religion adapted to support the new regime. Augustus justified one-man rule with a vast programme of religious revivalism and reform. Public vows now were directed at the wellbeing of the emperor. So-called "emperor worship" expanded on a grand scale the traditional veneration of the ancestral dead and of the Genius, the divine tutelary of every individual. Upon death, an emperor could be made a state divinity (divus) by vote of the Senate. Imperial cult, influenced by Hellenistic ruler cult, became one of the major ways Rome advertised its presence in the provinces and cultivated shared cultural identity. Cultural precedent in the Eastern provinces facilitated a rapid dissemination of Imperial cult, extending as far as Najran, in present-day Saudi Arabia. Rejection of the state religion became tantamount to treason. This was the context for Rome's conflict with Christianity, which Romans variously regarded as a form of atheism and superstitio.
The Romans are known for the great number of deities they honoured. As the Romans extended their territories, their general policy was to promote stability among diverse peoples by absorbing local deities and cults rather than eradicating them, building temples that framed local theology within Roman religion. Inscriptions throughout the Empire record the side-by-side worship of local and Roman deities, including dedications made by Romans to local gods. By the height of the Empire, numerous syncretic or reinterpreted gods were cultivated, among them cults of Cybele, Isis, Epona, and of solar gods such as Mithras and Sol Invictus, found as far north as Roman Britain. Because Romans had never been obligated to cultivate one god or cult only, religious tolerance was not an issue.Mystery religions, which offered initiates salvation in the afterlife, were a matter of personal choice, practiced in addition to one's family rites and public religion. The mysteries, however, involved exclusive oaths and secrecy, which conservative Romans viewed with suspicion as characteristic of "magic", conspiracy (coniuratio), and subversive activity. Thus, sporadic and sometimes brutal attempts were made to suppress religionists. In Gaul, the power of the druids was checked, first by forbidding Roman citizens to belong to the order, and then by banning druidism altogether. However, Celtic traditions were reinterpreted within the context of Imperial theology, and a new Gallo-Roman religion coalesced; its capital at the Sanctuary of the Three Gauls established precedent for Western cult as a form of Roman-provincial identity.
The monotheistic rigour of Judaism posed difficulties for Roman policy that led at times to compromise and granting of special exemptions. Tertullian noted that Judaism, unlike Christianity, was considered a religio licita, "legitimate religion." The Jewish–Roman wars resulted from political as well as religious conflicts; the siege of Jerusalem in 70 AD led to the sacking of the temple and the dispersal of Jewish political power (see Jewish diaspora).
Christianity emerged in Roman Judea as a Jewish religious sect in the 1st century and gradually spread out of Jerusalem throughout the Empire and beyond. Imperially authorized persecutions were limited and sporadic, with martyrdoms occurring most often under the authority of local officials. Tacitus reports that after the Great Fire of Rome in AD 64, the emperor attempted to deflect blame from himself onto the Christians. A major persecution occurred under the emperor Domitian and a persecution in 177 took place at Lugdunum, the Gallo-Roman religious capital. A letter from Pliny the Younger, governor of Bithynia, describes his persecution and executions of Christians. The Decian persecution of 246–251 seriously threatened the Church, but ultimately strengthened Christian defiance. Diocletian undertook the most severe persecution of Christians, from 303 to 311.
From the 2nd century onward, the Church Fathers condemned the diverse religions practiced throughout the Empire as "pagan". In the early 4th century, Constantine I became the first emperor to convert to Christianity. He supported the church financially and made laws that favored it, but the new religion was already successful, having moved from less than 50,000 to over a million adherents between 150 and 250. Constantine and his successors banned public sacrifice while tolerating other traditional practices. Constantine never engaged in a purge, there were no "pagan martyrs" during his reign, and people who had not converted to Christianity remained in important positions at court.: 302 Julian attempted to revive traditional public sacrifice and Hellenistic religion, but met Christian resistance and lack of popular support.
Christians of the fourth century believed the conversion of Constantine showed that Christianity had triumphed over paganism (in Heaven) and little further action besides such rhetoric was necessary. Thus, their focus was heresy. According to Peter Brown, "In most areas, polytheists were not molested, and apart from a few ugly incidents of local violence, Jewish communities also enjoyed a century of stable, even privileged, existence".: 641–643 There were anti-pagan laws, but they were not generally enforced; through the sixth century, centers of paganism existed in Athens, Gaza, Alexandria, and elsewhere.According to recent Jewish scholarship, toleration of the Jews was maintained under Christian emperors. This did not extend to heretics: Theodosius I made multiple laws and acted against alternate forms of Christianity, and heretics were persecuted and killed by both the government and the church throughout Late Antiquity. Non-Christians were not persecuted until the sixth century. Rome's original religious hierarchy and ritual influenced Christian forms, and many pre-Christian practices survived in Christian festivals and local traditions.
== Legacy ==
Several states claimed to be the Roman Empire's successor. The Holy Roman Empire was established in 800 when Pope Leo III crowned Charlemagne as Roman emperor. The Russian Tsardom, as inheritor of the Byzantine Empire's Orthodox Christian tradition, counted itself the Third Rome (Constantinople having been the second), in accordance with the concept of translatio imperii. The last Eastern Roman titular, Andreas Palailogos, sold the title of Emperor of Constantinople to Charles VIII of France; upon Charles' death, Palaiologos reclaimed the title and on his death granted it to Ferdinand and Isabella and their successors, who never used it. When the Ottomans, who based their state on the Byzantine model, took Constantinople in 1453, Mehmed II established his capital there and claimed to sit on the throne of the Roman Empire. He even launched an invasion of Otranto with the purpose of re-uniting the Empire, which was aborted by his death. In the medieval West, "Roman" came to mean the church and the Catholic Pope. The Greek form Romaioi remained attached to the Greek-speaking Christian population of the Eastern Roman Empire and is still used by Greeks.The Roman Empire's control of the Italian peninsula influenced Italian nationalism and the unification of Italy (Risorgimento) in 1861. Roman imperialism was claimed by fascist ideology, particularly by the Italian Empire and Nazi Germany.
In the United States, the founders were educated in the classical tradition, and used classical models for landmarks in Washington, D.C.. The founders saw Athenian democracy and Roman republicanism as models for the mixed constitution, but regarded the emperor as a figure of tyranny.
== See also ==
Outline of ancient Rome
List of political systems in France
List of Roman dynasties
Daqin ("Great Qin"), the ancient Chinese name for the Roman Empire; see also Sino-Roman relations
Imperial Italy
Byzantine Empire under the Justinian dynasty
== Notes ==
== References ==
=== Citations ===
=== Sources ===
== External links ==
BBC: What the Romans Did for Us
Roman Archaeological Sites
Roman-Empire.net, learning resources and re-enactments
The Historical Theater in the Year 400 AD, in Which Both Romans and Barbarians Resided Side by Side in the Eastern Part of the Roman Empire
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Portuguese language
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Portuguese (português or, in full, língua portuguesa) is a Western Romance language of the Indo-European language family, originating in the Iberian Peninsula of Europe. It is an official language of Portugal, Brazil, Cape Verde, Angola, Mozambique, Guinea-Bissau and São Tomé and Príncipe, while having co-official language status in East Timor, Equatorial Guinea, and Macau. A Portuguese-speaking person or nation is referred to as "Lusophone" (lusófono). As the result of expansion during colonial times, a cultural presence of Portuguese speakers is also found around the world. Portuguese is part of the Ibero-Romance group that evolved from several dialects of Vulgar Latin in the medieval Kingdom of Galicia and the County of Portugal, and has kept some Celtic phonology in its lexicon.With approximately 230 million native speakers and 25-30 million second language speakers, Portuguese has approximately 260 million total speakers. It is usually listed as the fifth-most spoken language, the third-most spoken European language in the world in terms of native speakers and the second-most spoken Romance language in the world, surpassed only by Spanish. Being the most widely spoken language in South America and all of the Southern Hemisphere, it is also the second-most spoken language, after Spanish, in Latin America, one of the 10 most spoken languages in Africa, and an official language of the European Union, Mercosur, the Organization of American States, the Economic Community of West African States, the African Union, and the Community of Portuguese Language Countries, an international organization made up of all of the world's officially Lusophone nations. In 1997, a comprehensive academic study ranked Portuguese as one of the 10 most influential languages in the world.
== History ==
When the Romans arrived in the Iberian Peninsula in 216 BC, they brought with them the Latin language, from which all Romance languages are descended. The language was spread by Roman soldiers, settlers, and merchants, who built Roman cities mostly near the settlements of previous Celtic civilizations established long before the Roman arrivals. For that reason, the language has kept a relevant substratum of much older, Atlantic European Megalithic Culture and Celtic culture, part of the Hispano-Celtic group of ancient languages. In Latin, the Portuguese language is known as lusitana or (latina) lusitanica, after the Lusitanians, a pre-Celtic tribe that lived in the territory of present-day Portugal and Spain that adopted the Latin language as Roman settlers moved in. This is also the origin of the luso- prefix, seen in terms like "Lusophone".
Between AD 409 and AD 711, as the Roman Empire collapsed in Western Europe, the Iberian Peninsula was conquered by Germanic peoples of the Migration Period. The occupiers, mainly Suebi, Visigoths and Buri who originally spoke Germanic languages, quickly adopted late Roman culture and the Vulgar Latin dialects of the peninsula and over the next 300 years totally integrated into the local populations. Some Germanic words from that period are part of the Portuguese lexicon. With the Umayyad conquest beginning in 711, Arabic became the administrative and common language in the conquered regions, but most of the remaining Christian population continued to speak a form of Romance called Mozarabic which introduced a few hundred words from Arabic as well as Persian, Turkish, and Berber. Like other Neo-Latin and European languages, Portuguese has adopted a significant number of loanwords from Greek, mainly in technical and scientific terminology. These borrowings occurred via Latin, and later during the Middle Ages and the Renaissance.
Portuguese evolved from the medieval language, known today by linguists as Galician-Portuguese, Old Portuguese or Old Galician, of the northwestern medieval Kingdom of Galicia of which the County of Portugal was part. It is in Latin administrative documents of the 9th century that written Galician-Portuguese words and phrases are first recorded. This phase is known as Proto-Portuguese, which lasted from the 9th century until the 12th-century independence of the County of Portugal from the Kingdom of León, which had by then assumed reign over Galicia.
In the first part of the Galician-Portuguese period (from the 12th to the 14th century), the language was increasingly used for documents and other written forms. For some time, it was the language of preference for lyric poetry in Christian Hispania, much as Occitan was the language of the poetry of the troubadours in France. The Occitan digraphs lh and nh, used in its classical orthography, were adopted by the orthography of Portuguese, presumably by Gerald of Braga, a monk from Moissac, who became bishop of Braga in Portugal in 1047, playing a major role in modernizing written Portuguese using classical Occitan norms. Portugal became an independent kingdom in 1139, under King Afonso I of Portugal. In 1290, King Denis of Portugal created the first Portuguese university in Lisbon (the Estudos Gerais, which later moved to Coimbra) and decreed for Portuguese, then simply called the "common language", to be known as the Portuguese language and used officially.
In the second period of Old Portuguese, in the 15th and 16th centuries, with the Portuguese discoveries, the language was taken to many regions of Africa, Asia, and the Americas. By the mid-16th century, Portuguese had become a lingua franca in Asia and Africa, used not only for colonial administration and trade but also for communication between local officials and Europeans of all nationalities. The Portuguese expanded across South America, across Africa to the Pacific Ocean, taking their language with them.
Its spread was helped by mixed marriages between Portuguese and local people and by its association with Roman Catholic missionary efforts, which led to the formation of creole languages such as that called Kristang in many parts of Asia (from the word cristão, "Christian"). The language continued to be popular in parts of Asia until the 19th century. Some Portuguese-speaking Christian communities in India, Sri Lanka, Malaysia, and Indonesia preserved their language even after they were isolated from Portugal.
The end of the Old Portuguese period was marked by the publication of the Cancioneiro Geral by Garcia de Resende, in 1516. The early times of Modern Portuguese, which spans the period from the 16th century to the present day, were characterized by an increase in the number of learned words borrowed from Classical Latin and Classical Greek because of the Renaissance (learned words borrowed from Latin also came from Renaissance Latin, the form of Latin during that time), which greatly enriched the lexicon. Most literate Portuguese speakers were also literate in Latin; and thus they easily adopted Latin words into their writing, and eventually speech, in Portuguese.Spanish author Miguel de Cervantes once called Portuguese "the sweet and gracious language", while the Brazilian poet Olavo Bilac described it as a última flor do Lácio, inculta e bela ("the last flower of Latium, naïve and beautiful"). Portuguese is also termed "the language of Camões", after Luís Vaz de Camões, one of the greatest literary figures in the Portuguese language and author of the Portuguese epic poem The Lusiads.In March 2006, the Museum of the Portuguese Language, an interactive museum about the Portuguese language, was founded in São Paulo, Brazil, the city with the greatest number of Portuguese language speakers in the world. The museum is the first of its kind in the world. In 2015 the museum was partially destroyed in a fire, but restored and reopened in 2020.
== Geographic distribution ==
Portuguese is spoken by approximately 200 million people in South America, 30 million in Africa, 15 million in Europe, 5 million in North America and 0.33 million in Asia and Oceania.
Portuguese is the native language of the vast majority of the people in Portugal, Brazil and São Tomé and Príncipe (95%). Perhaps 75% of the population of urban Angola speaks Portuguese natively, with approximately 85% fluent; these rates are lower in the countryside. Just over 50% (and rapidly increasing) of the population of Mozambique are native speakers of Portuguese, and 70% are fluent, according to the 2007 census. Portuguese is also spoken natively by 30% of the population in Guinea-Bissau, and a Portuguese-based creole is understood by all. Almost 50% of the East Timorese are fluent in Portuguese. No data is available for Cape Verde, but almost all the population is bilingual, and the monolingual population speaks the Portuguese-based Cape Verdean Creole. Portuguese is mentioned in the Constitution of South Africa as one of the languages spoken by communities within the country for which the Pan South African Language Board was charged with promoting and ensuring respect.There are also significant Portuguese-speaking immigrant communities in many countries including Andorra (17.1%), Bermuda, Canada (400,275 people in the 2006 census), France (1,625,000 people), Japan (400,000 people), Jersey, Luxembourg (about 25% of the population as of 2021), Namibia (about 4–5% of the population, mainly refugees from Angola in the north of the country), Paraguay (10.7% or 636,000 people), Switzerland (550,000 in 2019, learning + mother tongue), Venezuela (554,000), and the United States (0.35% of the population or 1,228,126 speakers according to the 2007 American Community Survey).In some parts of former Portuguese India, namely Goa and Daman and Diu, the language is still spoken by about 10,000 people. In 2014, an estimated 1,500 students were learning Portuguese in Goa. Approximately 2% of the people of Macau, China are fluent speakers of Portuguese. Additionally, the language is being very actively studied in the Chinese school system right up to the doctorate level. The Kristang people in Malaysia speak Kristang, a Portuguese-Malay creole; however, the Portuguese language itself is not widely spoken in the country.
=== Official status ===
The Community of Portuguese Language Countries
(in Portuguese Comunidade dos Países de Língua Portuguesa, with the Portuguese acronym CPLP) consists of the nine independent countries that have Portuguese as an official language: Angola, Brazil, Cape Verde, East Timor, Equatorial Guinea, Guinea-Bissau, Mozambique, Portugal and São Tomé and Príncipe.Equatorial Guinea made a formal application for full membership to the CPLP in June 2010, a status given only to states with Portuguese as an official language. In 2011, Portuguese became its third official language (besides Spanish and French) and, in July 2014, the country was accepted as a member of the CPLP.Portuguese is also one of the official languages of the Special Administrative Region of the People's Republic of China of Macau (alongside Chinese) and of several international organizations, including Mercosur, the Organization of Ibero-American States, the Union of South American Nations, the Organization of American States, the African Union, the Economic Community of West African States, the Southern African Development Community and the European Union.
=== Lusophone countries ===
According to The World Factbook's country population estimates for 2018, the population of each of the ten jurisdictions is as follows (by descending order):
The combined population of the entire Lusophone area was estimated at 300 million in January 2022. This number does not include the Lusophone diaspora, estimated at 10 million people (including 4.5 million Portuguese, 3 million Brazilians, although it is hard to obtain official accurate numbers of diasporic Portuguese speakers because a significant portion of these citizens are naturalized citizens born outside of Lusophone territory or are children of immigrants, and may have only a basic command of the language. Additionally, a large part of the diaspora is a part of the already-counted population of the Portuguese-speaking countries and territories, such as the high number of Brazilian and PALOP emigrant citizens in Portugal or the high number of Portuguese emigrant citizens in the PALOP and Brazil.
The Portuguese language therefore serves more than 250 million people daily, who have direct or indirect legal, juridical and social contact with it, varying from the only language used in any contact, to only education, contact with local or international administration, commerce and services or the simple sight of road signs, public information and advertising in Portuguese.
=== Portuguese as a foreign language ===
Portuguese is a mandatory subject in the school curriculum in Uruguay. Other countries where Portuguese is commonly taught in schools or where it has been introduced as an option include Venezuela, Zambia, the Republic of the Congo, Senegal, Namibia, Eswatini, South Africa, Ivory Coast, and Mauritius. In 2017, a project was launched to introduce Portuguese as a school subject in Zimbabwe. Also, according to Portugal's Minister of Foreign Affairs, the language will be part of the school curriculum of a total of 32 countries by 2020. In the countries listed below, Portuguese is spoken either as a native language by vast majorities due to the Portuguese colonial past or as a lingua franca in bordering and multilingual regions, such as on the border between Brazil and Uruguay & Paraguay, as well as Angola and Namibia. In many other countries, Portuguese is spoken by majorities as a second language. And there are still communities of thousands of Portuguese (or Creole) first language speakers in Goa, Sri Lanka, Kuala Lumpur, Daman and Diu, etc. due to Portuguese colonization. In East Timor, the number of Portuguese speakers is quickly increasing as Portuguese and Brazilian teachers are making great strides in teaching Portuguese in the schools all over the island. Additionally, there are many large Portuguese immigrant communities all over the world.
=== Future ===
According to estimates by UNESCO, Portuguese is the fastest-growing European language after English and the language has, according to the newspaper The Portugal News publishing data given from UNESCO, the highest potential for growth as an international language in southern Africa and South America. Portuguese is a globalized language spoken officially on five continents, and as a second language by millions worldwide.
Since 1991, when Brazil signed into the economic community of Mercosul with other South American nations, namely Argentina, Uruguay and Paraguay, Portuguese is either mandatory, or taught, in the schools of those South American countries.
Although early in the 21st century, after Macau was returned to China and immigration of Brazilians of Japanese descent to Japan slowed down, the use of Portuguese was in decline in Asia, it is once again becoming a language of opportunity there, mostly because of increased diplomatic and financial ties with economically powerful Portuguese-speaking countries in the world.
=== Current status and importance ===
Portuguese, being a language spread on all continents, is official in several international organizations; one of twenty official languages of the European Union, an official language of NATO, the Organization of American States (alongside Spanish, French and English), and one of eighteen official languages of the European Space Agency.
It is also a working language in nonprofit organisations such as the Red Cross (alongside English, German, Spanish, French, Arabic and Russian), Amnesty International (alongside 32 other languages of which English is the most used, followed by Spanish, French, German, and Italian), and Médecins sans Frontières (used alongside English, Spanish, French and Arabic), in addition to being the official legal language in the African Court on Human and Peoples' Rights, also in Community of Portuguese Language Countries, an international organization formed essentially by lusophone countries.
== Dialects, accents and varieties ==
Você, a pronoun meaning "you", is used for educated, formal, and colloquial respectful speech in most Portuguese-speaking regions. In a few Brazilian states such as Rio Grande do Sul, Pará, among others, você is virtually absent from the spoken language. Riograndense and European Portuguese normally distinguishes formal from informal speech by verbal conjugation. Informal speech employs tu followed by second person verbs, formal language retains the formal você, followed by the third person conjugation.
Conjugation of verbs in tu has three different forms in Brazil (verb "to see": tu viste?, in the traditional second person, tu viu?, in the third person, and tu visse?, in the innovative second person), the conjugation used in the Brazilian states of Pará, Santa Catarina and Maranhão being generally traditional second person, the kind that is used in other Portuguese-speaking countries and learned in Brazilian schools.
The predominance of Southeastern-based media products has established você as the pronoun of choice for the second person singular in both writing and multimedia communications. However, in the city of Rio de Janeiro, the country's main cultural center, the usage of tu has been expanding ever since the end of the 20th century, being most frequent among youngsters, and a number of studies have also shown an increase in its use in a number of other Brazilian dialects.
Modern Standard European Portuguese (português padrão or português continental) is based on the Portuguese spoken in the area including and surrounding the cities of Coimbra and Lisbon, in central Portugal. Standard European Portuguese is also the preferred standard by the Portuguese-speaking African countries. As such, and despite the fact that its speakers are dispersed around the world, Portuguese has only two dialects used for learning: the European and the Brazilian. Some aspects and sounds found in many dialects of Brazil are exclusive to South America, and cannot be found in Europe. The same occur with the Santomean, Mozambican, Bissau-Guinean, Angolan and Cape Verdean dialects, being exclusive to Africa. See Portuguese in Africa.
Audio samples of some dialects and accents of Portuguese are available below. There are some differences between the areas but these are the best approximations possible. IPA transcriptions refer to the names in local pronunciation.
=== Brazil ===
Caipira – Spoken in the states of São Paulo (most markedly on the countryside and rural areas); southern Minas Gerais, northern Paraná and southeastern Mato Grosso do Sul. Depending on the vision of what constitutes caipira, Triângulo Mineiro, border areas of Goiás and the remaining parts of Mato Grosso do Sul are included, and the frontier of caipira in Minas Gerais is expanded further northerly, though not reaching metropolitan Belo Horizonte. It is often said that caipira appeared by decreolization of the língua brasílica and the related língua geral paulista, then spoken in almost all of what is now São Paulo, a former lingua franca in most of the contemporary Centro-Sul of Brazil before the 18th century, brought by the bandeirantes, interior pioneers of Colonial Brazil, closely related to its northern counterpart Nheengatu, and that is why the dialect shows many general differences from other variants of the language. It has striking remarkable differences in comparison to other Brazilian dialects in phonology, prosody and grammar, often stigmatized as being strongly associated with a substandard variant, now mostly rural.
Cearense or Costa norte – is a dialect spoken more sharply in the states of Ceará and Piauí. The variant of Ceará includes fairly distinctive traits it shares with the one spoken in Piauí, though, such as distinctive regional phonology and vocabulary (for example, a debuccalization process stronger than that of Portuguese, a different system of the vowel harmony that spans Brazil from fluminense and mineiro to amazofonia but is especially prevalent in nordestino, a very coherent coda sibilant palatalization as those of Portugal and Rio de Janeiro but allowed in fewer environments than in other accents of nordestino, a greater presence of dental stop palatalization to palato-alveolar in comparison to other accents of nordestino, among others, as well as a great number of archaic Portuguese words).
Baiano – Found in Bahia and border regions with Goiás and Tocantins. Similar to nordestino, it has a very characteristic syllable-timed rhythm and the greatest tendency to pronounce unstressed vowels as open-mid [ɛ] and [ɔ].]
Fluminense – A broad dialect with many variants spoken in the states of Rio de Janeiro, Espírito Santo and neighboring eastern regions of Minas Gerais. Fluminense formed in these previously caipira-speaking areas due to the gradual influence of European migrants, causing many people to distance their speech from their original dialect and incorporate new terms. Fluminense is sometimes referred to as carioca, however carioca is a more specific term referring to the accent of the Greater Rio de Janeiro area by speakers with a fluminense dialect.
Gaúcho – in Rio Grande do Sul, similar to sulista. There are many distinct accents in Rio Grande do Sul, mainly due to the heavy influx of European immigrants of diverse origins who have settled in colonies throughout the state, and to the proximity to Spanish-speaking nations. The gaúcho word in itself is a Spanish loanword into Portuguese of obscure Indigenous Amerindian origins.
Mineiro – Minas Gerais (not prevalent in the Triângulo Mineiro). As the fluminense area, its associated region was formerly a sparsely populated land where caipira was spoken, but the discovery of gold and gems made it the most prosperous Brazilian region, what attracted Portuguese colonists, commoners from other parts of Brazil and their African slaves. South-southwestern, southeastern and northern areas of the state have fairly distinctive speech, actually approximating to caipira, fluminense (popularly called, often pejoratively, carioca do brejo, "marsh carioca") and baiano respectively. Areas including and surrounding Belo Horizonte have a distinctive accent.
Nordestino – more marked in the Sertão (7), where, in the 19th and 20th centuries and especially in the area including and surrounding the sertão (the dry land after Agreste) of Pernambuco and southern Ceará, it could sound less comprehensible to speakers of other Portuguese dialects than Galician or Rioplatense Spanish, and nowadays less distinctive from other variants in the metropolitan cities along the coasts. It can be divided in two regional variants, one that includes the northern Maranhão and southern of Piauí, and other that goes from Ceará to Alagoas.
Nortista or amazofonia – Most of Amazon Basin states, i.e. Northern Brazil. Before the 20th century, most people from the nordestino area fleeing the droughts and their associated poverty settled here, so it has some similarities with the Portuguese dialect there spoken. The speech in and around the cities of Belém and Manaus has a more European flavor in phonology, prosody and grammar.
Paulistano – Variants spoken around Greater São Paulo in its maximum definition and more easterly areas of São Paulo state, as well as perhaps "educated speech" from anywhere in the state of São Paulo (where it coexists with caipira). Caipira is the hinterland sociolect of much of the Central-Southern half of Brazil, nowadays conservative only in the rural areas and associated with them, that has a historically low prestige in cities as Rio de Janeiro, Curitiba, Belo Horizonte, and until some years ago, in São Paulo itself. Sociolinguistics, or what by times is described as "linguistic prejudice", often correlated with classism, is a polemic topic in the entirety of the country since the times of Adoniran Barbosa. Also, the "Paulistano" accent was heavily influenced by the presence of immigrants in the city of São Paulo, especially the Italians.
Sertanejo – Center-Western states, and also much of Tocantins and Rondônia. It is closer to mineiro, caipira, nordestino or nortista depending on the location.
Sulista – The variants spoken in the areas between the northern regions of Rio Grande do Sul and southern regions of São Paulo state, encompassing most of southern Brazil. The city of Curitiba does have a fairly distinct accent as well, and a relative majority of speakers around and in Florianópolis also speak this variant (many speak florianopolitano or manezinho da ilha instead, related to the European Portuguese dialects spoken in Azores and Madeira). Speech of northern Paraná is closer to that of inland São Paulo.
Florianopolitano – Variants heavily influenced by European Portuguese spoken in Florianópolis city (due to a heavy immigration movement from Portugal, mainly its insular regions) and much of its metropolitan area, Grande Florianópolis, said to be a continuum between those whose speech most resemble sulista dialects and those whose speech most resemble fluminense and European ones, called, often pejoratively, manezinho da ilha.
Carioca – Not a dialect, but sociolects of the fluminense variant spoken in an area roughly corresponding to Greater Rio de Janeiro. It appeared after locals came in contact with the Portuguese aristocracy amidst the Portuguese royal family fled in the early 19th century. There is actually a continuum between Vernacular countryside accents and the carioca sociolect, and the educated speech (in Portuguese norma culta, which most closely resembles other Brazilian Portuguese standards but with marked recent Portuguese influences, the nearest ones among the country's dialects along florianopolitano), so that not all people native to the state of Rio de Janeiro speak the said sociolect, but most carioca speakers will use the standard variant not influenced by it that is rather uniform around Brazil depending on context (emphasis or formality, for example).
Brasiliense – used in Brasília and its metropolitan area. It is not considered a dialect, but more of a regional variant – often deemed to be closer to fluminense than the dialect commonly spoken in most of Goiás, sertanejo.
Arco do desflorestamento or serra amazônica – Known in its region as the "accent of the migrants", it has similarities with caipira, sertanejo and often sulista that make it differing from amazofonia (in the opposite group of Brazilian dialects, in which it is placed along nordestino, baiano, mineiro and fluminense). It is the most recent dialect, which appeared by the settlement of families from various other Brazilian regions attracted by the cheap land offer in recently deforested areas.
Recifense – used in Recife and its metropolitan area.
Amazônico Ocidental — used in the extreme Western Amazon region, namely: Southwestern Amazonas, including the region of Boca do Acre and throughout the State of Acre, which share important historical-cultural aspects, such as, once belonging to Peru-Bolivian Confederation , the First Amazon rubber cycle and Acre Time Zone, sociologically, is considered a homogenous region. Differing from the traditional Northern dialect, in which the phonetic realization of the "s" always has the sound of ch, in the Brazilian Western Amazon region, there will only be the sound of ch whose words the "s" are in the middle of the word, as examples; costa, festa or destino, as well as the one observed in dialect of the north coast. Within the Brazilian countryside, it is one of the few areas where the phonetic realization of "r" resembles those observed in the Carioca dialect (open), other examples where this phenomenon is observed: Brasília dialect and Belo Horizonte dialect.
=== Portugal ===
Micaelense (Açores) (São Miguel) – Azores.
Alentejano – Alentejo (Alentejan Portuguese), with the Oliventine subdialect.
Algarvio – Algarve (there is a particular dialect in a small part of western Algarve).
Minhoto – Districts of Braga and Viana do Castelo (hinterland).
Beirão; Alto-Alentejano – Central Portugal (hinterland).
Beirão – Central Portugal.
Estremenho – Regions of Coimbra and Lisbon (this is a disputed denomination, as Coimbra and is not part of "Estremadura", and the Lisbon dialect has some peculiar features that are not only not shared with that of Coimbra, but also significantly distinct and recognizable to most native speakers from elsewhere in Portugal).
Madeirense (Madeiran) – Madeira.
Portuense – Regions of the district of Porto and parts of Aveiro.
Transmontano – Trás-os-Montes e Alto Douro.
=== Other countries and dependencies ===
Angola – Angolano Archived 6 August 2020 at the Wayback Machine (Angolan Portuguese)
Cape Verde – Cabo-verdiano (Cape Verdean Portuguese)
East Timor – Timorense (East Timorese Portuguese)
India – Damaense (Damanese Portuguese) and Goês (Goan Portuguese)
Guinea-Bissau – Guineense (Guinean Portuguese)
Macau – Macaense (Macanese Portuguese)
Mozambique – Moçambicano (Mozambican Portuguese)
São Tomé and Príncipe – Santomense (São Tomean Portuguese)
Uruguay – Dialectos Portugueses del Uruguay (DPU)Differences between dialects are mostly of accent and vocabulary, but between the Brazilian dialects and other dialects, especially in their most colloquial forms, there can also be some grammatical differences. The Portuguese-based creoles spoken in various parts of Africa, Asia, and the Americas are independent languages.
=== Characterization and peculiarities ===
Portuguese, like Catalan, preserves the stressed vowels of Vulgar Latin which became diphthongs in most other Romance languages; cf. Port., Cat., Sard. pedra ; Fr. pierre, Sp. piedra, It. pietra, Ro. piatră, from Lat. petra ("stone"); or Port. fogo, Cat. foc, Sard. fogu; Sp. fuego, It. fuoco, Fr. feu, Ro. foc, from Lat. focus ("fire"). Another characteristic of early Portuguese was the loss of intervocalic l and n, sometimes followed by the merger of the two surrounding vowels, or by the insertion of an epenthetic vowel between them: cf. Lat. salire ("to exit"), tenere ("to have"), catena ("jail"), Port. sair, ter, cadeia.
When the elided consonant was n, it often nasalized the preceding vowel: cf. Lat. manum ("hand"), ranam ("frog"), bonum ("good"), Old Portuguese mão, rãa, bõo (Portuguese: mão, rã, bom). This process was the source of most of the language's distinctive nasal diphthongs. In particular, the Latin endings -anem, -anum and -onem became -ão in most cases, cf. Lat. canis ("dog"), germanus ("brother"), ratio ("reason") with Modern Port. cão, irmão, razão, and their plurals -anes, -anos, -ones normally became -ães, -ãos, -ões, cf. cães, irmãos, razões. This also occurs in the minority Swiss Romansh language in many equivalent words such as maun ("hand"), bun ("good"), or chaun ("dog").The Portuguese language is the only Romance language that preserves the clitic case mesoclisis: cf. dar-te-ei (I'll give thee), amar-te-ei (I'll love you), contactá-los-ei (I'll contact them). Like Galician, it also retains the Latin synthetic pluperfect tense: eu estivera (I had been), eu vivera (I had lived), vós vivêreis (you had lived). Romanian also has this tense, but uses the -s- form.
== Vocabulary ==
Most of the lexicon of Portuguese is derived, directly or through other Romance languages, from Latin. Nevertheless, because of its original Lusitanian and Celtic Gallaecian heritage, and the later participation of Portugal in the Age of Discovery, it has a relevant number of words from the ancient Hispano-Celtic group and adopted loanwords from other languages around the world.
A number of Portuguese words can still be traced to the pre-Roman inhabitants of Portugal, which included the Gallaeci, Lusitanians, Celtici and Cynetes. Most of these words derived from the Hispano-Celtic Gallaecian language of northwestern Iberia, and are very often shared with Galician since both languages have the same origin in the medieval language of Galician-Portuguese. A few of these words existed in Latin as loanwords from other Celtic sources, often Gaulish. Altogether these are over 2,000 words, some verbs and toponymic names of towns, rivers, utensils and plants.
In the 5th century, the Iberian Peninsula (the Roman Hispania) was conquered by the Germanic, Suebi and Visigoths. As they adopted the Roman civilization and language, however, these people contributed with some 500
Germanic words to the lexicon. Many of these words are related to:
warfare, such as espora 'spur', estaca ('stake'), and guerra ('war'), from Gothic *spaúra, *stakka, and *wirro respectively;
natural world, such as suino ('swine') from *sweina, gavião ('hawk') from *gabilans, vaga ('wave') from *vigan;
human emotions, such as orgulho or orgulhoso ('pride', 'proud') from Old Germanic *urguol, and
verbs like gravar ('to craft, record, graft') from *graba or esmagar ('to squeeze, quash, grind') from Suebian *magōn or esfarrapar ('to shred') from *harpō.The Germanic languages influence also exists in toponymic surnames and patronymic surnames borne by Visigoth sovereigns and their descendants, and it dwells on placenames such as Ermesinde, Esposende and Resende where sinde and sende are derived from the Germanic sinths ('military expedition') and in the case of Resende, the prefix re comes from Germanic reths ('council'). Other examples of Portuguese names, surnames and town names of Germanic toponymic origin include Henrique, Henriques, Vermoim, Mandim, Calquim, Baguim, Gemunde, Guetim, Sermonde and many more, are quite common mainly in the old Suebi and later Visigothic dominated regions, covering today's Northern half of Portugal and Galicia.
Between the 9th and early 13th centuries, Portuguese acquired some 400 to 600 words from Arabic by influence of Moorish Iberia. They are often recognizable by the initial Arabic article a(l)-, and include common words such as aldeia ('village') from الضيعة aḍ-ḍayʿa, alface ('lettuce') from الخسة al-khassa, armazém ('warehouse') from المخزن al-makhzan, and azeite ('olive oil') from الزيت az-zayt.
Starting in the 15th century, the Portuguese maritime explorations led to the introduction of many loanwords from Asian languages. For instance, catana ('cutlass') from Japanese katana, chá ('tea') from Chinese chá, and canja ('chicken-soup, piece of cake') from Malay.
From the 16th to the 19th centuries, because of the role of Portugal as intermediary in the Atlantic slave trade, and the establishment of large Portuguese colonies in Angola, Mozambique, and Brazil, Portuguese acquired several words of African and Amerind origin, especially names for most of the animals and plants found in those territories. While those terms are mostly used in the former colonies, many became current in European Portuguese as well. From Kimbundu, for example, came kifumate > cafuné ('head caress') (Brazil), kusula > caçula ('youngest child') (Brazil), marimbondo ('tropical wasp') (Brazil), and kubungula > bungular ('to dance like a wizard') (Angola). From South America came batata ('potato'), from Taino; ananás and abacaxi, from Tupi–Guarani naná and Tupi ibá cati, respectively (two species of pineapple), and pipoca ('popcorn') from Tupi and tucano ('toucan') from Guarani tucan.
Finally, it has received a steady influx of loanwords from other European languages, especially French and English. These are by far the most important languages when referring to loanwords. There are many examples such as: colchete/crochê ('bracket'/'crochet'), paletó ('jacket'), batom ('lipstick'), and filé/filete ('steak'/'slice'), rua ('street'), respectively, from French crochet, paletot, bâton, filet, rue; and bife ('steak'), futebol, revólver, stock/estoque, folclore, from English "beef", "football", "revolver", "stock", "folklore."
Examples from other European languages: macarrão ('pasta'), piloto ('pilot'), carroça ('carriage'), and barraca ('barrack'), from Italian maccherone, pilota, carrozza, and baracca; melena ('hair lock'), fiambre ('wet-cured ham') (in Portugal, in contrast with presunto 'dry-cured ham' from Latin prae-exsuctus 'dehydrated') or ('canned ham') (in Brazil, in contrast with non-canned, wet-cured (presunto cozido) and dry-cured (presunto cru)), or castelhano ('Castilian'), from Spanish melena ('mane'), fiambre and castellano.
== Classification and related languages ==
Portuguese belongs to the West Iberian branch of the Romance languages, and it has special ties with the following members of this group:
Galician, Fala and portunhol do pampa (the way riverense and its sibling dialects are referred to in Portuguese), its closest relatives.
Mirandese, Leonese, Asturian, Extremaduran and Cantabrian (Astur-Leonese languages). Mirandese is the only recognised regional language spoken in Portugal (beside Portuguese, the only official language in Portugal).
Spanish and calão (the way caló, language of the Iberian Romani, is referred to in Portuguese).Portuguese and other Romance languages (namely French and Italian) share considerable similarities in both vocabulary and grammar. Portuguese speakers will usually need some formal study before attaining strong comprehension in those Romance languages, and vice versa. However, Portuguese and Galician are fully mutually intelligible, and Spanish is considerably intelligible for lusophones, owing to their genealogical proximity and shared genealogical history as West Iberian (Ibero-Romance languages), historical contact between speakers and mutual influence, shared areal features as well as modern lexical, structural, and grammatical similarity (89%) between them.Portuñol/Portunhol, a form of code-switching, has a more lively use and is more readily mentioned in popular culture in South America. Said code-switching is not to be confused with the Portuñol spoken on the borders of Brazil with Uruguay (dialeto do pampa) and Paraguay (dialeto dos brasiguaios), and of Portugal with Spain (barranquenho), that are Portuguese dialects spoken natively by thousands of people, which have been heavily influenced by Spanish.Portuguese and Spanish are the only Ibero-Romance languages, and perhaps the only Romance languages with such thriving inter-language forms, in which visible and lively bilingual contact dialects and code-switching have formed, in which functional bilingual communication is achieved through attempting an approximation to the target foreign language (known as 'Portuñol') without a learned acquisition process, but nevertheless facilitates communication. There is an emerging literature focused on such phenomena (including informal attempts of standardization of the linguistic continua and their usage).
=== Galician-Portuguese in Spain ===
The closest relative of Portuguese is Galician, which is spoken in the autonomous community (region) and historical nationality of Galicia (northwestern Spain). The two were at one time a single language, known today as Galician-Portuguese, but they have diverged especially in pronunciation and vocabulary due to the political separation of Portugal from Galicia. There is, however, still a linguistic continuity consisting of the variant of Galician referred to as galego-português baixo-limiao, which is spoken in several Galician and Portuguese villages within the transboundary biosphere reserve of Gerês-Xurés. It is "considered a rarity, a living vestige of the medieval language that ranged from Cantabria to Mondego [...]".
As reported by UNESCO, due to the pressure of Spanish on the standard official version of Galician and centuries-old Hispanization, the Galician language was on the verge of disappearing. According to the UNESCO philologist Tapani Salminen, the proximity to Portuguese protects Galician. The core vocabulary and grammar of Galician are noticeably closer to Portuguese than to those of Spanish and within the EU context, Galician is often considered the same language as Portuguese. Galician like Portuguese, uses the future subjunctive, the personal infinitive, and the synthetic pluperfect. Mutual intelligibility estimated at 85% is excellent between Galicians and Portuguese. Despite political efforts in Spain to define them as separate languages, many linguists consider Galician to be a co-dialect of the Portuguese language with regional variations.Another member of the Galician-Portuguese group, most commonly thought of as a Galician dialect, is spoken in the Eonavian region in a western strip in Asturias and the westernmost parts of the provinces of León and Zamora, along the frontier with Galicia, between the Eo and Navia rivers (or more exactly Eo and Frexulfe rivers). It is called eonaviego or gallego-asturiano by its speakers.
The Fala language, known by its speakers as xalimés, mañegu, a fala de Xálima and chapurráu and in Portuguese as a fala de Xálima, a fala da Estremadura, o galego da Estremadura, valego or galaico-estremenho, is another descendant of Galician-Portuguese, spoken by a small number of people in the Spanish towns of Valverde del Fresno (Valverdi du Fresnu), Eljas (As Ellas) and San Martín de Trevejo (Sa Martín de Trevellu) in the autonomous community of Extremadura, near the border with Portugal.
There are a number of other places in Spain in which the native language of the common people is a descendant of the Galician-Portuguese group, such as La Alamedilla, Cedillo (Cedilho), Herrera de Alcántara (Ferreira d'Alcântara) and Olivenza (Olivença), but in these municipalities, what is spoken is actually Portuguese, not disputed as such in the mainstream.
The diversity of dialects of the Portuguese language is known since the time of medieval Portuguese-Galician language when it coexisted with the Lusitanian-Mozarabic dialect, spoken in the south of Portugal. The dialectal diversity becomes more evident in the work of Fernão d'Oliveira, in the Grammatica da Lingoagem Portuguesa, (1536), where he remarks that the people of Portuguese regions of Beira, Alentejo, Estremadura, and Entre Douro e Minho, all speak differently from each other. Also Contador d'Argote (1725) distinguishes three main varieties of dialects: the local dialects, the dialects of time, and of profession (work jargon). Of local dialects he highlights five main dialects: the dialect of Estremadura, of Entre-Douro e Minho, of Beira, of Algarve and of Trás-os-Montes. He also makes reference to the overseas dialects, the rustic dialects, the poetic dialect and that of prose.In the kingdom of Portugal, Ladinho (or Lingoagem Ladinha) was the name given to the pure Portuguese romance language, without any mixture of Aravia or Gerigonça Judenga. While the term língua vulgar was used to name the language before D. Dinis decided to call it "Portuguese language", the erudite version used and known as Galician-Portuguese (the language of the Portuguese court) and all other Portuguese dialects were spoken at the same time. In a historical perspective the Portuguese language was never just one dialect. Just like today there is a standard Portuguese (actually two) among the several dialects of Portuguese, in the past there was Galician-Portuguese as the "standard", coexisting with other dialects.
=== Influence on other languages ===
Portuguese has provided loanwords to many languages, such as Indonesian, Manado Malay, Malayalam, Sri Lankan Tamil and Sinhala, Malay, Bengali, English, Hindi, Swahili, Afrikaans, Konkani, Marathi, Punjabi, Tetum, Xitsonga, Japanese, Lanc-Patuá, Esan, Bandari (spoken in Iran) and Sranan Tongo (spoken in Suriname). It left a strong influence on the língua brasílica, a Tupi–Guarani language, which was the most widely spoken in Brazil until the 18th century, and on the language spoken around Sikka in Flores Island, Indonesia. In nearby Larantuka, Portuguese is used for prayers in Holy Week rituals.
The Japanese–Portuguese dictionary Nippo Jisho (1603) was the first dictionary of Japanese in a European language, a product of Jesuit missionary activity in Japan. Building on the work of earlier Portuguese missionaries, the Dictionarium Anamiticum, Lusitanum et Latinum (Annamite–Portuguese–Latin dictionary) of Alexandre de Rhodes (1651) introduced the modern orthography of Vietnamese, which is based on the orthography of 17th-century Portuguese. The Romanization of Chinese was also influenced by the Portuguese language (among others), particularly regarding Chinese surnames; one example is Mei. During 1583–88 Italian Jesuits Michele Ruggieri and Matteo Ricci created a Portuguese–Chinese dictionary – the first ever European–Chinese dictionary.For instance, as Portuguese merchants were presumably the first to introduce the sweet orange in Europe, in several modern Indo-European languages the fruit has been named after them. Some examples are Albanian portokall, Bosnian (archaic) portokal, prtokal, Bulgarian портокал (portokal), Greek πορτοκάλι (portokáli), Macedonian portokal, Persian پرتقال (porteghal), and Romanian portocală. Related names can be found in other languages, such as Arabic البرتقال (burtuqāl), Georgian ფორთოხალი (p'ort'oxali), Turkish portakal and Amharic birtukan. Also, in southern Italian dialects (e.g. Neapolitan), an orange is portogallo or purtuallo, literally "(the) Portuguese (one)", in contrast to standard Italian arancia.
=== Derived languages ===
Beginning in the 16th century, the extensive contacts between Portuguese travelers and settlers, African and Asian slaves, and local populations led to the appearance of many pidgins with varying amounts of Portuguese influence.
As each of these pidgins became the mother tongue of succeeding generations, they evolved into fully fledged creole languages, which remained in use in many parts of Asia, Africa and South America until the 18th century.
Some Portuguese-based or Portuguese-influenced creoles are still spoken today, by over three million people worldwide, especially people of partial Portuguese ancestry.
== Phonology ==
Portuguese phonology is similar to those of languages such as Catalan and Franco-Provençal, whereas that of Spanish is similar to those of Sardinian and the Southern Italian dialects. Some would describe the phonology of Portuguese as a blend of Spanish, Gallo-Romance (e.g. French) and the languages of northern Italy (especially Genoese).There is a maximum of 9 oral vowels, 2 semivowels and 21 consonants; though some varieties of the language have fewer phonemes. There are also five nasal vowels, which some linguists regard as allophones of the oral vowels. Galician-Portuguese developed in the region of the former Roman province of Gallaecia, from the Vulgar Latin (common Latin) that had been introduced by Roman soldiers, colonists and magistrates during the time of the Roman Empire. Although the process may have been slower than in other regions, the centuries of contact with Vulgar Latin, after a period of bilingualism, completely extinguished the native languages, leading to the evolution of a new variety of Latin with a few Gallaecian features.Gallaecian and Lusitanian influences were absorbed into the local Vulgar Latin dialect, which can be detected in some Galician-Portuguese words as well as in placenames of Celtic and Iberian origin.An early form of Galician-Portuguese was already spoken in the Kingdom of the Suebi and by the year 800 Galician-Portuguese had already become the vernacular of northwestern Iberia. The first known phonetic changes in Vulgar Latin, which began the evolution to Galician-Portuguese, took place during the rule of the Germanic groups, the Suebi (411–585) and Visigoths (585–711). The Galician-Portuguese "inflected infinitive" (or "personal infinitive") and the nasal vowels may have evolved under the influence of local Celtic (as in Old French). The nasal vowels would thus be a phonologic characteristic of the Vulgar Latin spoken in Roman Gallaecia, but they are not attested in writing until after the 6th and 7th centuries.
=== Vowels ===
Like Catalan and German, Portuguese uses vowel quality to contrast stressed syllables with unstressed syllables. Unstressed isolated vowels tend to be raised and sometimes centralized.
=== Consonants ===
Phonetic notes
Semivowels contrast with unstressed high vowels in verbal conjugation, as in (eu) rio /ˈʁi.u/ and (ele) riu /ˈʁiw/. Phonologists discuss whether their nature is vowel or consonant.
In most of Brazil and Angola, the consonant hereafter denoted as /ɲ/ is realized as a nasal palatal approximant [j̃], which nasalizes the vowel that precedes it: [ˈnĩj̃u].
Bisol (2005:122) proposes that Portuguese possesses labio-velar stops /kʷ/ and /ɡʷ/ as additional phonemes rather than sequences of a velar stop and /w/.
The consonant hereafter denoted as /ʁ/ has a variety of realizations depending on dialect. In Europe, it is typically a uvular trill [ʀ]; however, a pronunciation as a voiced uvular fricative [ʁ] may be becoming dominant in urban areas. There is also a realization as a voiceless uvular fricative [χ], and the original pronunciation as an alveolar trill [r] also remains very common in various dialects. A common realization of the word-initial /r/ in the Lisbon accent is a voiced uvular fricative trill [ʀ̝]. In Brazil, /ʁ/ can be velar, uvular, or glottal and may be voiceless unless between voiced sounds. It is usually pronounced as a voiceless velar fricative [x], a voiceless glottal fricative [h] or voiceless uvular fricative [χ]. See also Guttural R in Portuguese.
/s/ and /z/ are normally lamino-alveolar, as in English. However, a number of dialects in northern Portugal pronounce /s/ and /z/ as apico-alveolar sibilants (sounding somewhat like a soft [ʃ] or [ʒ]), as in the Romance languages of northern Iberia. A very few northeastern Portugal dialects still maintain the medieval distinction between apical and laminal sibilants (written s/ss and c/ç/z, respectively).
As a phoneme, /tʃ/ occurs only in loanwords, names, and interjections, with a dialectal tendency for speakers to substitute in /ʃ/ in most dialects outside of Brazil (as well as some conservative Brazilian dialects, to a variable extent.) However, [tʃ] is an allophone of /t/ before /i/ in a majority of Brazilian dialects. Similarly, [dʒ] is an allophone of /d/ in the same contexts (A very similar evolution happened in Japanese and Polish).
In northern and central Portugal, the voiced stops (/b/, /d/, and /ɡ/) are usually lenited to fricatives [β], [ð], and [ɣ], respectively, except at the beginning of words or after nasal vowels. At the end of a phrase, due to final-obstruent devoicing, they may even be devoiced to [ɸ], [θ], and [x] (for example, verde at the end of a sentence may be pronounced [veɹθ]).
In Brazil, many speakers further shift [ɫ] to [w] in closed syllables, especially outside the southern region (A very similar evolution happened in Polish).
== Grammar ==
A notable aspect of the grammar of Portuguese is the verb. Morphologically, more verbal inflections from classical Latin have been preserved by Portuguese than by any other major Romance language. Portuguese and Spanish share very similar grammar, vocabulary and sentence structure. Portuguese also has some grammatical innovations not found in other Romance languages (except Galician and Fala):
The present perfect has an iterative sense unique to the Galician-Portuguese language group. It denotes an action or a series of actions that began in the past but expected to occur again in the future. For instance, the sentence Tenho tentado falar contigo would be translated to "I have been trying to talk to you", not "I have tried to talk to you." On the other hand, the correct translation of "Have you heard the latest news?" is not *Tens ouvido as últimas? but Ouviste as últimas? since no repetition is implied.
Portuguese makes use of the future subjunctive mood, which developed from medieval West Iberian Romance. In modern Spanish and Galician, it has almost entirely fallen into disuse. The future subjunctive appears in dependent clauses that denote a condition that must be fulfilled in the future so that the independent clause will occur. English normally employs the present tense under the same circumstances:Se eu for eleito presidente, mudarei a lei.
If I am elected president, I will change the law.Quando fores mais velho, vais entender.
When you grow older, you will understand.The personal infinitive can inflect according to its subject in person and number. It often shows who is expected to perform a certain action. É melhor voltares "It is better [for you] to go back", É melhor voltarmos "It is better [for us] to go back." Perhaps for that reason, infinitive clauses replace subjunctive clauses more often in Portuguese than in other Romance languages.
=== Writing system ===
== Sample text ==
Article 1 of the Universal Declaration of Human Rights in Portuguese:
Todos os seres humanos nascem livres e iguais em dignidade e em direitos. Dotados de razão e de consciência, devem agir uns para com os outros em espírito de fraternidade.Article 1 of the Universal Declaration of Human Rights in English:
All human beings are born free and equal in dignity and rights. They are endowed with reason and conscience and should act towards one another in a spirit of brotherhood.
== See also ==
Portuguese literature
Portuguese Africans
Angolan literature
Brazilian literature
Gallaecian language
Indo-Portuguese
Galician Reintegrationism
International Portuguese Language Institute
List of countries and territories where Portuguese is an official language
List of international organizations which have Portuguese as an official language
List of Portuguese-language poets
Lusitanian language
Mozambican Portuguese
Portuguese language in Asia
Portuguese Language Orthographic Agreement of 1990
Portuguese poetry
== References ==
=== Citations ===
=== Sources ===
Literature
Phonology, orthography and grammar
Reference dictionaries
Linguistic studies
== External links ==
Portuguese language at Curlie
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Agriculture
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Agriculture encompasses crop and livestock production, aquaculture, fisheries and forestry for food and non-food products. Agriculture was the key development in the rise of sedentary human civilization, whereby farming of domesticated species created food surpluses that enabled people to live in cities. While humans started gathering grains at least 105,000 years ago, nascent farmers only began planting them around 11,500 years ago. Sheep, goats, pigs and cattle were domesticated around 10,000 years ago. Plants were independently cultivated in at least 11 regions of the world. In the twentieth century, industrial agriculture based on large-scale monocultures came to dominate agricultural output.
Today, small farms produce about a third of the world's food, but large farms are prevalent. The largest one percent of farms in the world are greater than 50 hectares and operate more than 70 percent of the world's farmland. Nearly 40 percent of agricultural land is found on farms larger than 1,000 hectares. However, five of every six farms in the world consist of less than two hectares and take up only around 12 percent of all agricultural land.The major agricultural products can be broadly grouped into foods, fibers, fuels, and raw materials (such as rubber). Food classes include cereals (grains), vegetables, fruits, cooking oils, meat, milk, eggs, and fungi. Global agricultural production amounts to approximately 11 billion tonnes of food, 32 million tonnes of natural fibres and 4 billion m3 of wood. However, around 14 percent of the world's food is lost from production before reaching the retail level.Modern agronomy, plant breeding, agrochemicals such as pesticides and fertilizers, and technological developments have sharply increased crop yields, but also contributed to ecological and environmental damage. Selective breeding and modern practices in animal husbandry have similarly increased the output of meat, but have raised concerns about animal welfare and environmental damage. Environmental issues include contributions to climate change, depletion of aquifers, deforestation, antibiotic resistance, and other agricultural pollution. Agriculture is both a cause of and sensitive to environmental degradation, such as biodiversity loss, desertification, soil degradation, and climate change, all of which can cause decreases in crop yield. Genetically modified organisms are widely used, although some countries ban them.
== Etymology and scope ==
The word agriculture is a late Middle English adaptation of Latin agricultūra, from ager 'field' and cultūra 'cultivation' or 'growing'. While agriculture usually refers to human activities, certain species of ant, termite and beetle have been cultivating crops for up to 60 million years. Agriculture is defined with varying scopes, in its broadest sense using natural resources to "produce commodities which maintain life, including food, fiber, forest products, horticultural crops, and their related services". Thus defined, it includes arable farming, horticulture, animal husbandry and forestry, but horticulture and forestry are in practice often excluded.
It may also be broadly decomposed into plant agriculture, which concerns the cultivation of useful plants, and animal agriculture, the production of agricultural animals.
== History ==
=== Origins ===
The development of agriculture enabled the human population to grow many times larger than could be sustained by hunting and gathering. Agriculture began independently in different parts of the globe, and included a diverse range of taxa, in at least 11 separate centers of origin. Wild grains were collected and eaten from at least 105,000 years ago. In the Paleolithic Levant, 23,000 years ago, cereals cultivation of emmer, barley, and oats has been observed near the sea of Galilee. Rice was domesticated in China between 11,500 and 6,200 BC with the earliest known cultivation from 5,700 BC, followed by mung, soy and azuki beans. Sheep were domesticated in Mesopotamia between 13,000 and 11,000 years ago. Cattle were domesticated from the wild aurochs in the areas of modern Turkey and Pakistan some 10,500 years ago. Pig production emerged in Eurasia, including Europe, East Asia and Southwest Asia, where wild boar were first domesticated about 10,500 years ago. In the Andes of South America, the potato was domesticated between 10,000 and 7,000 years ago, along with beans, coca, llamas, alpacas, and guinea pigs. Sugarcane and some root vegetables were domesticated in New Guinea around 9,000 years ago. Sorghum was domesticated in the Sahel region of Africa by 7,000 years ago. Cotton was domesticated in Peru by 5,600 years ago, and was independently domesticated in Eurasia. In Mesoamerica, wild teosinte was bred into maize by 6,000 years ago. The horse was domesticated in the Eurasian Steppes around 3500 BC.
Scholars have offered multiple hypotheses to explain the historical origins of agriculture. Studies of the transition from hunter-gatherer to agricultural societies indicate an initial period of intensification and increasing sedentism; examples are the Natufian culture in the Levant, and the Early Chinese Neolithic in China. Then, wild stands that had previously been harvested started to be planted, and gradually came to be domesticated.
=== Civilizations ===
In Eurasia, the Sumerians started to live in villages from about 8,000 BC, relying on the Tigris and Euphrates rivers and a canal system for irrigation. Ploughs appear in pictographs around 3,000 BC; seed-ploughs around 2,300 BC. Farmers grew wheat, barley, vegetables such as lentils and onions, and fruits including dates, grapes, and figs. Ancient Egyptian agriculture relied on the Nile River and its seasonal flooding. Farming started in the predynastic period at the end of the Paleolithic, after 10,000 BC. Staple food crops were grains such as wheat and barley, alongside industrial crops such as flax and papyrus. In India, wheat, barley and jujube were domesticated by 9,000 BC, soon followed by sheep and goats. Cattle, sheep and goats were domesticated in Mehrgarh culture by 8,000–6,000 BC. Cotton was cultivated by the 5th–4th millennium BC. Archeological evidence indicates an animal-drawn plough from 2,500 BC in the Indus Valley civilisation.
In China, from the 5th century BC there was a nationwide granary system and widespread silk farming. Water-powered grain mills were in use by the 1st century BC, followed by irrigation. By the late 2nd century, heavy ploughs had been developed with iron ploughshares and mouldboards. These spread westwards across Eurasia. Asian rice was domesticated 8,200–13,500 years ago – depending on the molecular clock estimate that is used– on the Pearl River in southern China with a single genetic origin from the wild rice Oryza rufipogon. In Greece and Rome, the major cereals were wheat, emmer, and barley, alongside vegetables including peas, beans, and olives. Sheep and goats were kept mainly for dairy products.In the Americas, crops domesticated in Mesoamerica (apart from teosinte) include squash, beans, and cacao. Cocoa was being domesticated by the Mayo Chinchipe of the upper Amazon around 3,000 BC.
The turkey was probably domesticated in Mexico or the American Southwest. The Aztecs developed irrigation systems, formed terraced hillsides, fertilized their soil, and developed chinampas or artificial islands. The Mayas used extensive canal and raised field systems to farm swampland from 400 BC. Coca was domesticated in the Andes, as were the peanut, tomato, tobacco, and pineapple. Cotton was domesticated in Peru by 3,600 BC. Animals including llamas, alpacas, and guinea pigs were domesticated there. In North America, the indigenous people of the East domesticated crops such as sunflower, tobacco, squash and Chenopodium. Wild foods including wild rice and maple sugar were harvested. The domesticated strawberry is a hybrid of a Chilean and a North American species, developed by breeding in Europe and North America. The indigenous people of the Southwest and the Pacific Northwest practiced forest gardening and fire-stick farming. The natives controlled fire on a regional scale to create a low-intensity fire ecology that sustained a low-density agriculture in loose rotation; a sort of "wild" permaculture. A system of companion planting called the Three Sisters was developed in North America. The three crops were winter squash, maize, and climbing beans.Indigenous Australians, long supposed to have been nomadic hunter-gatherers, practised systematic burning, possibly to enhance natural productivity in fire-stick farming. Scholars have pointed out that hunter-gatherers need a productive environment to support gathering without cultivation. Because the forests of New Guinea have few food plants, early humans may have used "selective burning" to increase the productivity of the wild karuka fruit trees to support the hunter-gatherer way of life.The Gunditjmara and other groups developed eel farming and fish trapping systems from some 5,000 years ago. There is evidence of 'intensification' across the whole continent over that period. In two regions of Australia, the central west coast and eastern central, early farmers cultivated yams, native millet, and bush onions, possibly in permanent settlements.
=== Revolution ===
In the Middle Ages, compared to the Roman period, agriculture in Western Europe became more focused on self-sufficiency. The agricultural population under feudalism was typically organized into manors consisting of several hundred or more acres of land presided over by a lord of the manor with a Roman Catholic church and priest.Thanks to the exchange with the Al-Andalus where the Arab Agricultural Revolution was underway, European agriculture transformed, with improved techniques and the diffusion of crop plants, including the introduction of sugar, rice, cotton and fruit trees (such as the orange).After 1492, the Columbian exchange brought New World crops such as maize, potatoes, tomatoes, sweet potatoes, and manioc to Europe, and Old World crops such as wheat, barley, rice, and turnips, and livestock (including horses, cattle, sheep and goats) to the Americas.Irrigation, crop rotation, and fertilizers advanced from the 17th century with the British Agricultural Revolution, allowing global population to rise significantly. Since 1900, agriculture in developed nations, and to a lesser extent in the developing world, has seen large rises in productivity as mechanization replaces human labor, and assisted by synthetic fertilizers, pesticides, and selective breeding. The Haber-Bosch method allowed the synthesis of ammonium nitrate fertilizer on an industrial scale, greatly increasing crop yields and sustaining a further increase in global population.Modern agriculture has raised or encountered ecological, political, and economic issues including water pollution, biofuels, genetically modified organisms, tariffs and farm subsidies, leading to alternative approaches such as the organic movement. Unsustainable farming practices in North America led to the Dust Bowl of the 1930s.
== Types ==
Pastoralism involves managing domesticated animals. In nomadic pastoralism, herds of livestock are moved from place to place in search of pasture, fodder, and water. This type of farming is practised in arid and semi-arid regions of Sahara, Central Asia and some parts of India.
In shifting cultivation, a small area of forest is cleared by cutting and burning the trees. The cleared land is used for growing crops for a few years until the soil becomes too infertile, and the area is abandoned. Another patch of land is selected and the process is repeated. This type of farming is practiced mainly in areas with abundant rainfall where the forest regenerates quickly. This practice is used in Northeast India, Southeast Asia, and the Amazon Basin.Subsistence farming is practiced to satisfy family or local needs alone, with little left over for transport elsewhere. It is intensively practiced in Monsoon Asia and South-East Asia. An estimated 2.5 billion subsistence farmers worked in 2018, cultivating about 60% of the earth's arable land.Intensive farming is cultivation to maximise productivity, with a low fallow ratio and a high use of inputs (water, fertilizer, pesticide and automation). It is practiced mainly in developed countries.
== Contemporary agriculture ==
=== Status ===
From the twentieth century onwards, intensive agriculture increased crop productivity. It substituted synthetic fertilizers and pesticides for labour, but caused increased water pollution, and often involved farm subsidies. Soil degradation and diseases such as stem rust are major concerns globally; approximately 40% of the world's agricultural land is seriously degraded. In recent years there has been a backlash against the environmental effects of conventional agriculture, resulting in the organic, regenerative, and sustainable agriculture movements. One of the major forces behind this movement has been the European Union, which first certified organic food in 1991 and began reform of its Common Agricultural Policy (CAP) in 2005 to phase out commodity-linked farm subsidies, also known as decoupling. The growth of organic farming has renewed research in alternative technologies such as integrated pest management, selective breeding, and controlled-environment agriculture. There are concerns about the lower yield associated with organic farming and its impact on global food security. Recent mainstream technological developments include genetically modified food.
By 2015, the agricultural output of China was the largest in the world, followed by the European Union, India and the United States. Economists measure the total factor productivity of agriculture, according to which agriculture in the United States is roughly 1.7 times more productive than it was in 1948.Despite increases in agricultural production and productivity, between 702 and 828 million people were affected by hunger in 2021. Food insecurity and malnutrition can be the result of conflict, climate extremes and variability and economic swings. It can also be caused by a country's structural characteristics such as income status and natural resource endowments as well as its political economy.The International Fund for Agricultural Development posits that an increase in smallholder agriculture may be part of the solution to concerns about food prices and overall food security, given the favorable experience of Vietnam.
=== Workforce ===
Agriculture provides about one-quarter of all global employment, more than half in sub-Saharan Africa and almost 60 percent in low-income countries. As countries develop, other jobs have historically pulled workers away from agriculture, and labour-saving innovations increase agricultural productivity by reducing labour requirements per unit of output. Over time, a combination of labour supply and labour demand trends have driven down the share of population employed in agriculture.During the 16th century in Europe, between 55 and 75% of the population was engaged in agriculture; by the 19th century, this had dropped to between 35 and 65%. In the same countries today, the figure is less than 10%.
At the start of the 21st century, some one billion people, or over 1/3 of the available work force, were employed in agriculture. This constitutes approximately 70% of the global employment of children, and in many countries constitutes the largest percentage of women of any industry. The service sector overtook the agricultural sector as the largest global employer in 2007.In many developed countries, immigrants help fill labour shortages in high-value agriculture activities that are difficult to mechanize. Foreign farm workers from mostly Eastern Europe, North Africa and South Asia constituted around one-third of the salaried agricultural workforce in Spain, Italy, Greece and Portugal in 2013. In the United States of America, more than half of all hired farmworkers (roughly 450,000 workers) were immigrants in 2019, although the number of new immigrants arriving in the country to work in agriculture has fallen by 75 percent in recent years and rising wages indicate this has led to a major labor shortage on U.S. farms.Around the world, women make up a large share of the population employed in agriculture. This share is growing in all developing regions except East and Southeast Asia where women already make up about 50 percent of the agricultural workforce. Women make up 47 percent of the agricultural workforce in sub-Saharan Africa, a rate that has not changed significantly in the past few decades. However, the Food and Agriculture Organization of the United Nations (FAO) posits that the roles and responsibilities of women in agriculture may be changing – for example, from subsistence farming to wage employment, and from contributing household members to primary producers in the context of male-out-migration.
=== Safety ===
Agriculture, specifically farming, remains a hazardous industry, and farmers worldwide remain at high risk of work-related injuries, lung disease, noise-induced hearing loss, skin diseases, as well as certain cancers related to chemical use and prolonged sun exposure. On industrialized farms, injuries frequently involve the use of agricultural machinery, and a common cause of fatal agricultural injuries in developed countries is tractor rollovers. Pesticides and other chemicals used in farming can be hazardous to worker health, and workers exposed to pesticides may experience illness or have children with birth defects. As an industry in which families commonly share in work and live on the farm itself, entire families can be at risk for injuries, illness, and death. Ages 0–6 May be an especially vulnerable population in agriculture; common causes of fatal injuries among young farm workers include drowning, machinery and motor accidents, including with all-terrain vehicles.The International Labour Organization considers agriculture "one of the most hazardous of all economic sectors". It estimates that the annual work-related death toll among agricultural employees is at least 170,000, twice the average rate of other jobs. In addition, incidences of death, injury and illness related to agricultural activities often go unreported. The organization has developed the Safety and Health in Agriculture Convention, 2001, which covers the range of risks in the agriculture occupation, the prevention of these risks and the role that individuals and organizations engaged in agriculture should play.In the United States, agriculture has been identified by the National Institute for Occupational Safety and Health as a priority industry sector in the National Occupational Research Agenda to identify and provide intervention strategies for occupational health and safety issues.
In the European Union, the European Agency for Safety and Health at Work has issued guidelines on implementing health and safety directives in agriculture, livestock farming, horticulture, and forestry. The Agricultural Safety and Health Council of America (ASHCA) also holds a yearly summit to discuss safety.
== Production ==
Overall production varies by country as listed.
=== Crop cultivation systems ===
Cropping systems vary among farms depending on the available resources and constraints; geography and climate of the farm; government policy; economic, social and political pressures; and the philosophy and culture of the farmer.Shifting cultivation (or slash and burn) is a system in which forests are burnt, releasing nutrients to support cultivation of annual and then perennial crops for a period of several years. Then the plot is left fallow to regrow forest, and the farmer moves to a new plot, returning after many more years (10–20). This fallow period is shortened if population density grows, requiring the input of nutrients (fertilizer or manure) and some manual pest control. Annual cultivation is the next phase of intensity in which there is no fallow period. This requires even greater nutrient and pest control inputs.
Further industrialization led to the use of monocultures, when one cultivar is planted on a large acreage. Because of the low biodiversity, nutrient use is uniform and pests tend to build up, necessitating the greater use of pesticides and fertilizers. Multiple cropping, in which several crops are grown sequentially in one year, and intercropping, when several crops are grown at the same time, are other kinds of annual cropping systems known as polycultures.In subtropical and arid environments, the timing and extent of agriculture may be limited by rainfall, either not allowing multiple annual crops in a year, or requiring irrigation. In all of these environments perennial crops are grown (coffee, chocolate) and systems are practiced such as agroforestry. In temperate environments, where ecosystems were predominantly grassland or prairie, highly productive annual farming is the dominant agricultural system.Important categories of food crops include cereals, legumes, forage, fruits and vegetables. Natural fibers include cotton, wool, hemp, silk and flax. Specific crops are cultivated in distinct growing regions throughout the world. Production is listed in millions of metric tons, based on FAO estimates.
=== Livestock production systems ===
Animal husbandry is the breeding and raising of animals for meat, milk, eggs, or wool, and for work and transport. Working animals, including horses, mules, oxen, water buffalo, camels, llamas, alpacas, donkeys, and dogs, have for centuries been used to help cultivate fields, harvest crops, wrangle other animals, and transport farm products to buyers.Livestock production systems can be defined based on feed source, as grassland-based, mixed, and landless. As of 2010, 30% of Earth's ice- and water-free area was used for producing livestock, with the sector employing approximately 1.3 billion people. Between the 1960s and the 2000s, there was a significant increase in livestock production, both by numbers and by carcass weight, especially among beef, pigs and chickens, the latter of which had production increased by almost a factor of 10. Non-meat animals, such as milk cows and egg-producing chickens, also showed significant production increases. Global cattle, sheep and goat populations are expected to continue to increase sharply through 2050. Aquaculture or fish farming, the production of fish for human consumption in confined operations, is one of the fastest growing sectors of food production, growing at an average of 9% a year between 1975 and 2007.During the second half of the 20th century, producers using selective breeding focused on creating livestock breeds and crossbreeds that increased production, while mostly disregarding the need to preserve genetic diversity. This trend has led to a significant decrease in genetic diversity and resources among livestock breeds, leading to a corresponding decrease in disease resistance and local adaptations previously found among traditional breeds.
Grassland based livestock production relies upon plant material such as shrubland, rangeland, and pastures for feeding ruminant animals. Outside nutrient inputs may be used, however manure is returned directly to the grassland as a major nutrient source. This system is particularly important in areas where crop production is not feasible because of climate or soil, representing 30–40 million pastoralists. Mixed production systems use grassland, fodder crops and grain feed crops as feed for ruminant and monogastric (one stomach; mainly chickens and pigs) livestock. Manure is typically recycled in mixed systems as a fertilizer for crops.Landless systems rely upon feed from outside the farm, representing the de-linking of crop and livestock production found more prevalently in Organisation for Economic Co-operation and Development member countries. Synthetic fertilizers are more heavily relied upon for crop production and manure use becomes a challenge as well as a source for pollution. Industrialized countries use these operations to produce much of the global supplies of poultry and pork. Scientists estimate that 75% of the growth in livestock production between 2003 and 2030 will be in confined animal feeding operations, sometimes called factory farming. Much of this growth is happening in developing countries in Asia, with much smaller amounts of growth in Africa. Some of the practices used in commercial livestock production, including the usage of growth hormones, are controversial.
=== Production practices ===
Tillage is the practice of breaking up the soil with tools such as the plow or harrow to prepare for planting, for nutrient incorporation, or for pest control. Tillage varies in intensity from conventional to no-till. It can improve productivity by warming the soil, incorporating fertilizer and controlling weeds, but also renders soil more prone to erosion, triggers the decomposition of organic matter releasing CO2, and reduces the abundance and diversity of soil organisms.Pest control includes the management of weeds, insects, mites, and diseases. Chemical (pesticides), biological (biocontrol), mechanical (tillage), and cultural practices are used. Cultural practices include crop rotation, culling, cover crops, intercropping, composting, avoidance, and resistance. Integrated pest management attempts to use all of these methods to keep pest populations below the number which would cause economic loss, and recommends pesticides as a last resort.Nutrient management includes both the source of nutrient inputs for crop and livestock production, and the method of use of manure produced by livestock. Nutrient inputs can be chemical inorganic fertilizers, manure, green manure, compost and minerals. Crop nutrient use may also be managed using cultural techniques such as crop rotation or a fallow period. Manure is used either by holding livestock where the feed crop is growing, such as in managed intensive rotational grazing, or by spreading either dry or liquid formulations of manure on cropland or pastures.
Water management is needed where rainfall is insufficient or variable, which occurs to some degree in most regions of the world. Some farmers use irrigation to supplement rainfall. In other areas such as the Great Plains in the U.S. and Canada, farmers use a fallow year to conserve soil moisture for the following year. Recent technological innovations in precision agriculture allow for water status monitoring and automate water usage, leading to more efficient management. Agriculture represents 70% of freshwater use worldwide. However, water withdrawal ratios for agriculture vary significantly by income level. In least developed countries and landlocked developing countries, water withdrawal ratios for agriculture are as high as 90 percent of total water withdrawals and about 60 percent in Small Island Developing States.According to 2014 report by the International Food Policy Research Institute, agricultural technologies will have the greatest impact on food production if adopted in combination with each other. Using a model that assessed how eleven technologies could impact agricultural productivity, food security and trade by 2050, the International Food Policy Research Institute found that the number of people at risk from hunger could be reduced by as much as 40% and food prices could be reduced by almost half.Payment for ecosystem services is a method of providing additional incentives to encourage farmers to conserve some aspects of the environment. Measures might include paying for reforestation upstream of a city, to improve the supply of fresh water.
=== Agricultural automation ===
Different definitions exist for agricultural automation and for the variety of tools and technologies that are used to automate production. One view is that agricultural automation refers to autonomous navigation by robots without human intervention. Alternatively it is defined as the accomplishment of production tasks through mobile, autonomous, decision-making, mechatronic devices. However, FAO finds that these definitions do not capture all the aspects and forms of automation, such as robotic milking machines that are static, most motorized machinery that automates the performing of agricultural operations, and digital tools (e.g., sensors) that automate only diagnosis. FAO defines agricultural automation as the use of machinery and equipment in agricultural operations to improve their diagnosis, decision-making or performing, reducing the drudgery of agricultural work or improving the timeliness, and potentially the precision, of agricultural operations.The technological evolution in agriculture has involved a progressive move from manual tools to animal traction, to motorized mechanization, to digital equipment and finally, to robotics with artificial intelligence (AI). Motorized mechanization using engine power automates the performance of agricultural operations such as ploughing and milking. With digital automation technologies, it also becomes possible to automate diagnosis and decision-making of agricultural operations. For example, autonomous crop robots can harvest and seed crops, while drones can gather information to help automate input application. Precision agriculture often employs such automation technologies. Motorized machines are increasingly complemented, or even superseded, by new digital equipment that automates diagnosis and decision-making. A conventional tractor, for example, can be converted into an automated vehicle allowing it to sow a field autonomously.Motorized mechanization has increased significantly across the world in recent years, although reliable global data with broad country coverage exist only for tractors and only up to 2009. Sub-Saharan Africa is the only region where the adoption of motorized mechanization has stalled over the past decades.Automation technologies are increasingly used for managing livestock, though evidence on adoption is lacking. Global automatic milking system sales have increased over recent years, but adoption is likely mostly in Northern Europe, and likely almost absent in low- and middle-income countries. Automated feeding machines for both cows and poultry also exist, but data and evidence regarding their adoption trends and drivers is likewise scarce.Measuring the overall employment impacts of agricultural automation is difficult because it requires large amounts of data tracking all the transformations and the associated reallocation of workers both upstream and downstream. While automation technologies reduce labour needs for the newly automated tasks, they also generate new labour demand for other tasks, such as equipment maintenance and operation. Agricultural automation can also stimulate employment by allowing producers to expand production and by creating other agrifood systems jobs. This is especially true when it happens in context of rising scarcity of rural labour, as is the case in high-income countries and many middle-income countries. On the other hand, if forcedly promoted, for example through government subsidies in contexts of abundant rural labour, it can lead to labour displacement and falling or stagnant wages, particularly affecting poor and low-skilled workers.
=== Effects of climate change on yields ===
Climate change and agriculture are interrelated on a global scale. Climate change affects agriculture through changes in average temperatures, rainfall, and weather extremes (like storms and heat waves); changes in pests and diseases; changes in atmospheric carbon dioxide and ground-level ozone concentrations; changes in the nutritional quality of some foods; and changes in sea level. Global warming is already affecting agriculture, with effects unevenly distributed across the world.In a 2022 report, the Intergovernmental Panel on Climate Change describes how human-induced warming has slowed growth of agricultural productivity over the past 50 years in mid and low latitudes. Methane emissions have negatively impacted crop yields by increasing temperatures and surface ozone concentrations. Warming is also negatively affecting crop and grassland quality and harvest stability. Ocean warming has decreased sustainable yields of some wild fish populations while ocean acidification and warming have already affected farmed aquatic species. Climate change will probably increase the risk of food insecurity for some vulnerable groups, such as the poor.
== Crop alteration and biotechnology ==
=== Plant breeding ===
Crop alteration has been practiced by humankind for thousands of years, since the beginning of civilization. Altering crops through breeding practices changes the genetic make-up of a plant to develop crops with more beneficial characteristics for humans, for example, larger fruits or seeds, drought-tolerance, or resistance to pests. Significant advances in plant breeding ensued after the work of geneticist Gregor Mendel. His work on dominant and recessive alleles, although initially largely ignored for almost 50 years, gave plant breeders a better understanding of genetics and breeding techniques. Crop breeding includes techniques such as plant selection with desirable traits, self-pollination and cross-pollination, and molecular techniques that genetically modify the organism.Domestication of plants has, over the centuries increased yield, improved disease resistance and drought tolerance, eased harvest and improved the taste and nutritional value of crop plants. Careful selection and breeding have had enormous effects on the characteristics of crop plants. Plant selection and breeding in the 1920s and 1930s improved pasture (grasses and clover) in New Zealand. Extensive X-ray and ultraviolet induced mutagenesis efforts (i.e. primitive genetic engineering) during the 1950s produced the modern commercial varieties of grains such as wheat, corn (maize) and barley.
The Green Revolution popularized the use of conventional hybridization to sharply increase yield by creating "high-yielding varieties". For example, average yields of corn (maize) in the US have increased from around 2.5 tons per hectare (t/ha) (40 bushels per acre) in 1900 to about 9.4 t/ha (150 bushels per acre) in 2001. Similarly, worldwide average wheat yields have increased from less than 1 t/ha in 1900 to more than 2.5 t/ha in 1990. South American average wheat yields are around 2 t/ha, African under 1 t/ha, and Egypt and Arabia up to 3.5 to 4 t/ha with irrigation. In contrast, the average wheat yield in countries such as France is over 8 t/ha. Variations in yields are due mainly to variation in climate, genetics, and the level of intensive farming techniques (use of fertilizers, chemical pest control, and growth control to avoid lodging).
=== Genetic engineering ===
Genetically modified organisms (GMO) are organisms whose genetic material has been altered by genetic engineering techniques generally known as recombinant DNA technology. Genetic engineering has expanded the genes available to breeders to use in creating desired germlines for new crops. Increased durability, nutritional content, insect and virus resistance and herbicide tolerance are a few of the attributes bred into crops through genetic engineering. For some, GMO crops cause food safety and food labeling concerns. Numerous countries have placed restrictions on the production, import or use of GMO foods and crops. The Biosafety Protocol, an international treaty, regulates the trade of GMOs. There is ongoing discussion regarding the labeling of foods made from GMOs, and while the EU currently requires all GMO foods to be labeled, the US does not.Herbicide-resistant seeds have a gene implanted into their genome that allows the plants to tolerate exposure to herbicides, including glyphosate. These seeds allow the farmer to grow a crop that can be sprayed with herbicides to control weeds without harming the resistant crop. Herbicide-tolerant crops are used by farmers worldwide. With the increasing use of herbicide-tolerant crops, comes an increase in the use of glyphosate-based herbicide sprays. In some areas glyphosate resistant weeds have developed, causing farmers to switch to other herbicides. Some studies also link widespread glyphosate usage to iron deficiencies in some crops, which is both a crop production and a nutritional quality concern, with potential economic and health implications.Other GMO crops used by growers include insect-resistant crops, which have a gene from the soil bacterium Bacillus thuringiensis (Bt), which produces a toxin specific to insects. These crops resist damage by insects. Some believe that similar or better pest-resistance traits can be acquired through traditional breeding practices, and resistance to various pests can be gained through hybridization or cross-pollination with wild species. In some cases, wild species are the primary source of resistance traits; some tomato cultivars that have gained resistance to at least 19 diseases did so through crossing with wild populations of tomatoes.
== Environmental impact ==
=== Effects and costs ===
Agriculture is both a cause of and sensitive to environmental degradation, such as biodiversity loss, desertification, soil degradation and climate change, which cause decreases in crop yield. Agriculture is one of the most important drivers of environmental pressures, particularly habitat change, climate change, water use and toxic emissions. Agriculture is the main source of toxins released into the environment, including insecticides, especially those used on cotton. The 2011 UNEP Green Economy report stated that agricultural operations produced some 13 per cent of anthropogenic global greenhouse gas emissions. This includes gases from the use of inorganic fertilizers, agro-chemical pesticides, and herbicides, as well as fossil fuel-energy inputs.Agriculture imposes multiple external costs upon society through effects such as pesticide damage to nature (especially herbicides and insecticides), nutrient runoff, excessive water usage, and loss of natural environment. A 2000 assessment of agriculture in the UK determined total external costs for 1996 of £2,343 million, or £208 per hectare. A 2005 analysis of these costs in the US concluded that cropland imposes approximately $5 to $16 billion ($30 to $96 per hectare), while livestock production imposes $714 million. Both studies, which focused solely on the fiscal impacts, concluded that more should be done to internalize external costs. Neither included subsidies in their analysis, but they noted that subsidies also influence the cost of agriculture to society.Agriculture seeks to increase yield and to reduce costs, often employing measures that cut biodiversity to very low levels. Yield increases with inputs such as fertilisers and removal of pathogens, predators, and competitors (such as weeds). Costs decrease with increasing scale of farm units, such as making fields larger; this means removing hedges, ditches and other areas of habitat. Pesticides kill insects, plants and fungi. Effective yields fall with on-farm losses, which may be caused by poor production practices during harvesting, handling, and storage.The environmental effects of climate change show that research on pests and diseases that do not generally afflict areas is essential. In 2021, farmers discovered stem rust on wheat in the Champagne area of France, a disease that had previously only occurred in Morocco for 20 to 30 years. Because of climate change, insects that used to die off over the winter are now alive and multiplying.
=== Livestock issues ===
A senior UN official, Henning Steinfeld, said that "Livestock are one of the most significant contributors to today's most serious environmental problems". Livestock production occupies 70% of all land used for agriculture, or 30% of the land surface of the planet. It is one of the largest sources of greenhouse gases, responsible for 18% of the world's greenhouse gas emissions as measured in CO2 equivalents. By comparison, all transportation emits 13.5% of the CO2. It produces 65% of human-related nitrous oxide (which has 296 times the global warming potential of CO2) and 37% of all human-induced methane (which is 23 times as warming as CO2.) It also generates 64% of the ammonia emission. Livestock expansion is cited as a key factor driving deforestation; in the Amazon basin 70% of previously forested area is now occupied by pastures and the remainder used for feed crops. Through deforestation and land degradation, livestock is also driving reductions in biodiversity. Furthermore, the United Nations Environment Programme (UNEP) states that "methane emissions from global livestock are projected to increase by 60 per cent by 2030 under current practices and consumption patterns."
=== Land and water issues ===
Land transformation, the use of land to yield goods and services, is the most substantial way humans alter the Earth's ecosystems, and is the driving force causing biodiversity loss. Estimates of the amount of land transformed by humans vary from 39 to 50%. Land degradation, the long-term decline in ecosystem function and productivity, is estimated to be occurring on 24% of land worldwide, with cropland overrepresented. Land management is the driving factor behind degradation; 1.5 billion people rely upon the degrading land. Degradation can be through deforestation, desertification, soil erosion, mineral depletion, acidification, or salinization.Eutrophication, excessive nutrient enrichment in aquatic ecosystems resulting in algal blooms and anoxia, leads to fish kills, loss of biodiversity, and renders water unfit for drinking and other industrial uses. Excessive fertilization and manure application to cropland, as well as high livestock stocking densities cause nutrient (mainly nitrogen and phosphorus) runoff and leaching from agricultural land. These nutrients are major nonpoint pollutants contributing to eutrophication of aquatic ecosystems and pollution of groundwater, with harmful effects on human populations. Fertilisers also reduce terrestrial biodiversity by increasing competition for light, favouring those species that are able to benefit from the added nutrients.Agriculture simultaneously is facing growing freshwater demand and precipitation anomalies (droughts, floods, and extreme rainfall and weather events) on rainfed areasfields and grazing lands. Agriculture accounts for 70 percent of withdrawals of freshwater resources, and an estimated 41 percent of current global irrigation water use occurs at the expense of environmental flow requirements. It is long known that aquifers in areas as diverse as northern China, the Upper Ganges and the western US are being depleted, and new research extends these problems to aquifers in Iran, Mexico and Saudi Arabia. Increasing pressure is being placed on water resources by industry and urban areas, meaning that water scarcity is increasing and agriculture is facing the challenge of producing more food for the world's growing population with reduced water resources. While industrial withdrawals have declined in the past few decades and municipal withdrawals have increased only marginally since 2010, agricultural withdrawals have continued to grow at an ever faster pace. Agricultural water usage can also cause major environmental problems, including the destruction of natural wetlands, the spread of water-borne diseases, and land degradation through salinization and waterlogging, when irrigation is performed incorrectly.
=== Pesticides ===
Pesticide use has increased since 1950 to 2.5 million short tons annually worldwide, yet crop loss from pests has remained relatively constant. The World Health Organization estimated in 1992 that three million pesticide poisonings occur annually, causing 220,000 deaths. Pesticides select for pesticide resistance in the pest population, leading to a condition termed the "pesticide treadmill" in which pest resistance warrants the development of a new pesticide.An alternative argument is that the way to "save the environment" and prevent famine is by using pesticides and intensive high yield farming, a view exemplified by a quote heading the Center for Global Food Issues website: 'Growing more per acre leaves more land for nature'. However, critics argue that a trade-off between the environment and a need for food is not inevitable, and that pesticides can replace good agronomic practices such as crop rotation. The Push–pull agricultural pest management technique involves intercropping, using plant aromas to repel pests from crops (push) and to lure them to a place from which they can then be removed (pull).
=== Contribution to climate change ===
Agriculture contributes towards climate change through greenhouse gas emissions and by the conversion of non-agricultural land such as forests into agricultural land. The agriculture, forestry and land use sector contribute between 13% and 21% of global greenhouse gas emissions. Emissions of nitrous oxide, methane make up over half of total greenhouse gas emission from agriculture. Animal husbandry is a major source of greenhouse gas emissions.Approximately 57% of global GHG emissions from the production of food are from the production of animal-based food while plant-based foods contribute 29% and the remaining 14% is for other utilizations. Farmland management and land-use change represented major shares of total emissions (38% and 29%, respectively), whereas rice and beef were the largest contributing plant- and animal-based commodities (12% and 25%, respectively). South and Southeast Asia and South America were the largest emitters of production-based GHGs.
=== Sustainability ===
Current farming methods have resulted in over-stretched water resources, high levels of erosion and reduced soil fertility. There is not enough water to continue farming using current practices; therefore how water, land, and ecosystem resources are used to boost crop yields must be reconsidered. A solution would be to give value to ecosystems, recognizing environmental and livelihood tradeoffs, and balancing the rights of a variety of users and interests. Inequities that result when such measures are adopted would need to be addressed, such as the reallocation of water from poor to rich, the clearing of land to make way for more productive farmland, or the preservation of a wetland system that limits fishing rights.Technological advancements help provide farmers with tools and resources to make farming more sustainable. Technology permits innovations like conservation tillage, a farming process which helps prevent land loss to erosion, reduces water pollution, and enhances carbon sequestration.Agricultural automation can help address some of the challenges associated with climate change and thus facilitate adaptation efforts. For example, the application of digital automation technologies (e.g. in precision agriculture) can improve resource-use efficiency in conditions which are increasingly constrained for agricultural producers. Moreover, when applied to sensing and early warning, they can help address the uncertainty and unpredictability of weather conditions associated with accelerating climate change.Other potential sustainable practices include conservation agriculture, agroforestry, improved grazing, avoided grassland conversion, and biochar. Current mono-crop farming practices in the United States preclude widespread adoption of sustainable practices, such as 2–3 crop rotations that incorporate grass or hay with annual crops, unless negative emission goals such as soil carbon sequestration become policy.The food demand of Earth's projected population, with current climate change predictions, could be satisfied by improvement of agricultural methods, expansion of agricultural areas, and a sustainability-oriented consumer mindset.
=== Energy dependence ===
Since the 1940s, agricultural productivity has increased dramatically, due largely to the increased use of energy-intensive mechanization, fertilizers and pesticides. The vast majority of this energy input comes from fossil fuel sources. Between the 1960s and the 1980s, the Green Revolution transformed agriculture around the globe, with world grain production increasing significantly (between 70% and 390% for wheat and 60% to 150% for rice, depending on geographic area) as world population doubled. Heavy reliance on petrochemicals has raised concerns that oil shortages could increase costs and reduce agricultural output.Industrialized agriculture depends on fossil fuels in two fundamental ways: direct consumption on the farm and manufacture of inputs used on the farm. Direct consumption includes the use of lubricants and fuels to operate farm vehicles and machinery.Indirect consumption includes the manufacture of fertilizers, pesticides, and farm machinery. In particular, the production of nitrogen fertilizer can account for over half of agricultural energy usage. Together, direct and indirect consumption by US farms accounts for about 2% of the nation's energy use. Direct and indirect energy consumption by U.S. farms peaked in 1979, and has since gradually declined. Food systems encompass not just agriculture but off-farm processing, packaging, transporting, marketing, consumption, and disposal of food and food-related items. Agriculture accounts for less than one-fifth of food system energy use in the US.
=== Plastic pollution ===
Plastic products are used extensively in agriculture, including to increase crop yields and improve the efficiency of water and agrichemical use. "Agriplastic" products include films to cover greenhouses and tunnels, mulch to cover soil (e.g. to suppress weeds, conserve water, increase soil temperature and aid fertilizer application), shade cloth, pesticide containers, seedling trays, protective mesh and irrigation tubing. The polymers most commonly used in these products are low- density polyethylene (LPDE), linear low-density polyethylene (LLDPE), polypropylene (PP) and polyvinyl chloride (PVC).The total amount of plastics used in agriculture is difficult to quantify. A 2012 study reported that almost 6.5 million tonnes per year were consumed globally while a later study estimated that global demand in 2015 was between 7.3 million and 9 million tonnes. Widespread use of plastic mulch and lack of systematic collection and management have led to the generation of large amounts of mulch residue. Weathering and degradation eventually cause the mulch to fragment. These fragments and larger pieces of plastic accumulate in soil. Mulch residue has been measured at levels of 50 to 260 kg per hectare in topsoil in areas where mulch use dates back more than 10 years, which confirms that mulching is a major source of both microplastic and macroplastic soil contamination.Agricultural plastics, especially plastic films, are not easy to recycle because of high contamination levels (up to 40–50% by weight contamination by pesticides, fertilizers, soil and debris, moist vegetation, silage juice water, and UV stabilizers) and collection difficulties . Therefore, they are often buried or abandoned in fields and watercourses or burned. These disposal practices lead to soil degradation and can result in contamination of soils and leakage of microplastics into the marine environment as a result of precipitation run-off and tidal washing. In addition, additives in residual plastic film (such as UV and thermal stabilizers) may have deleterious effects on crop growth, soil structure, nutrient transport and salt levels. There is a risk that plastic mulch will deteriorate soil quality, deplete soil organic matter stocks, increase soil water repellence and emit greenhouse gases. Microplastics released through fragmentation of agricultural plastics can absorb and concentrate contaminants capable of being passed up the trophic chain.
== Disciplines ==
=== Agricultural economics ===
Agricultural economics is economics as it relates to the "production, distribution and consumption of [agricultural] goods and services". Combining agricultural production with general theories of marketing and business as a discipline of study began in the late 1800s, and grew significantly through the 20th century. Although the study of agricultural economics is relatively recent, major trends in agriculture have significantly affected national and international economies throughout history, ranging from tenant farmers and sharecropping in the post-American Civil War Southern United States to the European feudal system of manorialism. In the United States, and elsewhere, food costs attributed to food processing, distribution, and agricultural marketing, sometimes referred to as the value chain, have risen while the costs attributed to farming have declined. This is related to the greater efficiency of farming, combined with the increased level of value addition (e.g. more highly processed products) provided by the supply chain. Market concentration has increased in the sector as well, and although the total effect of the increased market concentration is likely increased efficiency, the changes redistribute economic surplus from producers (farmers) and consumers, and may have negative implications for rural communities.National government policies, such as taxation, subsidies, tariffs and others, can significantly change the economic marketplace for agricultural products. Since at least the 1960s, a combination of trade restrictions, exchange rate policies and subsidies have affected farmers in both the developing and the developed world. In the 1980s, non-subsidized farmers in developing countries experienced adverse effects from national policies that created artificially low global prices for farm products. Between the mid-1980s and the early 2000s, several international agreements limited agricultural tariffs, subsidies and other trade restrictions.However, as of 2009, there was still a significant amount of policy-driven distortion in global agricultural product prices. The three agricultural products with the most trade distortion were sugar, milk and rice, mainly due to taxation. Among the oilseeds, sesame had the most taxation, but overall, feed grains and oilseeds had much lower levels of taxation than livestock products. Since the 1980s, policy-driven distortions have decreases more among livestock products than crops during the worldwide reforms in agricultural policy. Despite this progress, certain crops, such as cotton, still see subsidies in developed countries artificially deflating global prices, causing hardship in developing countries with non-subsidized farmers. Unprocessed commodities such as corn, soybeans, and cattle are generally graded to indicate quality, affecting the price the producer receives. Commodities are generally reported by production quantities, such as volume, number or weight.
=== Agricultural science ===
Agricultural science is a broad multidisciplinary field of biology that encompasses the parts of exact, natural, economic and social sciences used in the practice and understanding of agriculture. It covers topics such as agronomy, plant breeding and genetics, plant pathology, crop modelling, soil science, entomology, production techniques and improvement, study of pests and their management, and study of adverse environmental effects such as soil degradation, waste management, and bioremediation.The scientific study of agriculture began in the 18th century, when Johann Friedrich Mayer conducted experiments on the use of gypsum (hydrated calcium sulphate) as a fertilizer. Research became more systematic when in 1843, John Lawes and Henry Gilbert began a set of long-term agronomy field experiments at Rothamsted Research Station in England; some of them, such as the Park Grass Experiment, are still running. In America, the Hatch Act of 1887 provided funding for what it was the first to call "agricultural science", driven by farmers' interest in fertilizers. In agricultural entomology, the USDA began to research biological control in 1881; it instituted its first large program in 1905, searching Europe and Japan for natural enemies of the spongy moth and brown-tail moth, establishing parasitoids (such as solitary wasps) and predators of both pests in the US.
== Policy ==
Agricultural policy is the set of government decisions and actions relating to domestic agriculture and imports of foreign agricultural products. Governments usually implement agricultural policies with the goal of achieving a specific outcome in the domestic agricultural product markets. Some overarching themes include risk management and adjustment (including policies related to climate change, food safety and natural disasters), economic stability (including policies related to taxes), natural resources and environmental sustainability (especially water policy), research and development, and market access for domestic commodities (including relations with global organizations and agreements with other countries). Agricultural policy can also touch on food quality, ensuring that the food supply is of a consistent and known quality, food security, ensuring that the food supply meets the population's needs, and conservation. Policy programs can range from financial programs, such as subsidies, to encouraging producers to enroll in voluntary quality assurance programs.A 2021 report finds that globally, support to agricultural producers accounts for almost US$540 billion a year. This amounts to 15 percent of total agricultural production value, and is heavily biased towards measures that are leading to inefficiency, as well as are unequally distributed and harmful for the environment and human health.
There are many influences on the creation of agricultural policy, including consumers, agribusiness, trade lobbies and other groups. Agribusiness interests hold a large amount of influence over policy making, in the form of lobbying and campaign contributions. Political action groups, including those interested in environmental issues and labor unions, also provide influence, as do lobbying organizations representing individual agricultural commodities. The Food and Agriculture Organization of the United Nations (FAO) leads international efforts to defeat hunger and provides a forum for the negotiation of global agricultural regulations and agreements. Samuel Jutzi, director of FAO's animal production and health division, states that lobbying by large corporations has stopped reforms that would improve human health and the environment. For example, proposals in 2010 for a voluntary code of conduct for the livestock industry that would have provided incentives for improving standards for health, and environmental regulations, such as the number of animals an area of land can support without long-term damage, were successfully defeated due to large food company pressure.
== See also ==
== References ==
== Cited sources ==
Acquaah, George (2002). Principles of Crop Production: Theory, Techniques, and Technology. Prentice Hall. ISBN 978-0-13-022133-9.
Chrispeels, Maarten J.; Sadava, David E. (1994). Plants, Genes, and Agriculture. Boston, Massachusetts: Jones and Bartlett. ISBN 978-0-86720-871-9.
Needham, Joseph (1986). Science and Civilization in China. Taipei: Caves Books. This article incorporates text from a free content work. Licensed under CC BY-SA 3.0 IGO (license statement/permission). Text taken from Drowning in Plastics – Marine Litter and Plastic Waste Vital Graphics, United Nations Environment Programme.
This article incorporates text from a free content work. (license statement/permission). Text taken from In Brief: The State of Food and Agriculture 2019. Moving forward on food loss and waste reduction, FAO, FAO.
This article incorporates text from a free content work. (license statement/permission). Text taken from In Brief to The State of Food Security and Nutrition in the World 2022. Repurposing food and agricultural policies to make healthy diets more affordable, FAO.
This article incorporates text from a free content work. (license statement/permission). Text taken from In Brief: The State of Food and Agriculture 2018. Migration, agriculture and rural development, FAO, FAO.
This article incorporates text from a free content work. (license statement/permission). Text taken from In Brief to The State of Food and Agriculture 2022. Leveraging automation in agriculture for transforming agrifood systems, FAO, FAO.
This article incorporates text from a free content work. (license statement/permission). Text taken from Enabling inclusive agricultural automation, FAO, FAO.
== External links ==
Food and Agriculture Organization
United States Department of Agriculture
Agriculture material from the World Bank Group
Agriculture collected news and commentary at The New York Times
Agriculture collected news and commentary at The Guardian
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Cuba
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Cuba ( KEW-bə, Spanish: [ˈkuβa] ; Lucumi: Erekusú), officially the Republic of Cuba (Spanish: República de Cuba [reˈpuβlika ðe ˈkuβa] ), is an island country comprising the island of Cuba, as well as Isla de la Juventud and several minor archipelagos. Cuba is located where the northern Caribbean Sea, Gulf of Mexico, and Atlantic Ocean meet. Cuba is located east of the Yucatán Peninsula (Mexico), south of both the American state of Florida and the Bahamas, west of Hispaniola (Haiti/Dominican Republic), and north of both Jamaica and the Cayman Islands. Havana is the largest city and capital; other major cities include Santiago de Cuba and Camagüey. The official area of the Republic of Cuba is 109,884 km2 (42,426 sq mi) (without the territorial waters) but a total of 350,730 km2 (135,420 sq mi) including the exclusive economic zone. Cuba is the second-most populous country in the Caribbean after Haiti, with over 11 million inhabitants.The territory that is now Cuba was inhabited as early as the 4th millennium BC, with the Guanahatabey and Taíno peoples inhabiting the area at the time of Spanish colonization in the 15th century. From the 15th century, it was a colony of Spain, and slavery was abolished in 1886, remaining a Spanish colony until the Spanish–American War of 1898, when Cuba was occupied by the United States and gained independence in 1902. In 1940, Cuba implemented a new constitution, but mounting political unrest culminated in a coup in 1952 and the subsequent dictatorship of Fulgencio Batista, which was later overthrown in January 1959 by the 26th of July Movement during the Cuban Revolution, which afterwards established communist rule under the leadership of Fidel Castro. The country was a point of contention during the Cold War between the Soviet Union and the United States, and a nuclear war nearly broke out during the Cuban Missile Crisis of 1962. Following the collapse of the Soviet Union, Cuba faced a severe economic downturn in the 1990s, known as the Special Period. In 2008, Fidel Castro resigned after 49 years of leadership of Cuba and was replaced by his brother Raúl Castro.
Cuba is one of a few extant Marxist–Leninist one-party socialist states, in which the role of the vanguard Communist Party is enshrined in the Constitution. Cuba has an authoritarian regime where political opposition is not permitted. Censorship of information is extensive and independent journalism is repressed in Cuba; Reporters Without Borders has characterized Cuba as one of the worst countries in the world for press freedom.Culturally, Cuba is considered part of Latin America. It is a multiethnic country whose people, culture and customs derive from diverse origins, including the Taíno Ciboney peoples, the long period of Spanish colonialism, the introduction of enslaved Africans and a close relationship with the Soviet Union during the Cold War.
Cuba is a founding member of the United Nations, G77, Non-Aligned Movement, Organisation of African, Caribbean and Pacific States, ALBA, and Organization of American States. It has currently one of the world's few planned economies, and its economy is dominated by the tourism industry and the exports of skilled labor, sugar, tobacco, and coffee. Cuba has historically—both before and especially during communist rule—performed better than other countries in the region on several socioeconomic indicators, such as literacy, infant mortality and life expectancy. Cuba has a universal health care system which provides free medical treatment to all Cuban citizens.
== Etymology ==
Historians believe the name Cuba comes from the Taíno language; however, "its exact derivation [is] unknown". The exact meaning of the name is unclear, but it may be translated either as 'where fertile land is abundant' (cubao), or 'great place' (coabana).Fringe theory writers who believe that Christopher Columbus was Portuguese state that Cuba was named by Columbus for the town of Cuba in the district of Beja in Portugal.
== History ==
=== Pre-Columbian era ===
The Caribbean ground sloths, one of the last survivors of the pleistocene megafauna, lived in Cuba possibly until 2660 BCE.Before the arrival of the Spanish, Cuba was inhabited by two distinct tribes of indigenous peoples of the Americas: the Taíno (including the Ciboney people), and the Guanahatabey.
The ancestors of the Taíno migrated from the mainland of South America, with the earliest sites dated to 5,000 BP.The Taíno arrived from Hispaniola sometime in the 3rd century A.D. When Columbus arrived, they were the dominant culture in Cuba, having an estimated population of 150,000. It is unknown when or how the Guanahatabey arrived in Cuba, having both a different language and culture than the Taíno; it is inferred that they were a relict population of pre-Taíno settlers of the Greater Antilles.
The Taíno were farmers, as well as fishers and hunter-gatherers.
=== Spanish colonization and rule (1492–1898) ===
After first landing on an island then called Guanahani, Bahamas, on 12 October 1492, Christopher Columbus commanded his three ships: La Pinta, La Niña and the Santa María, discovering Cuba on 27 October 1492, and landing in the northeastern coast on 28 October. (This was near what is now Bariay, Holguín Province.) Columbus claimed the island for the new Kingdom of Spain and named it Isla Juana after John, Prince of Asturias.
In 1511, the first Spanish settlement was founded by Diego Velázquez de Cuéllar at Baracoa. Other settlements soon followed, including San Cristobal de la Habana, founded in 1515, which later became the capital. The indigenous Taíno were forced to work under the encomienda system, which resembled the feudal system in medieval Europe. Within a century, the indigenous people were virtually wiped out due to multiple factors, primarily Eurasian infectious diseases, to which they had no natural resistance (immunity), aggravated by the harsh conditions of the repressive colonial subjugation. In 1529, a measles outbreak in Cuba killed two-thirds of those few natives who had previously survived smallpox.On 18 May 1539, conquistador Hernando de Soto departed from Havana with some 600 followers into a vast expedition through the American Southeast, starting in Florida, in search of gold, treasure, fame and power. On 1 September 1548, Gonzalo Perez de Angulo was appointed governor of Cuba. He arrived in Santiago, Cuba, on 4 November 1549, and immediately declared the liberty of all natives. He became Cuba's first permanent governor to reside in Havana instead of Santiago, and he built Havana's first church made of masonry.
By 1570, most residents of Cuba comprised a mixture of Spanish, African, and Taíno heritages. Cuba developed slowly and, unlike the plantation islands of the Caribbean, had a diversified agriculture. Most importantly, the colony developed as an urbanized society that primarily supported the Spanish colonial empire. By the mid-18th century, there were 50,000 slaves on the island, compared to 60,000 in Barbados and 300,000 in Virginia; as well as 450,000 in Saint-Domingue, all of which had large-scale sugarcane plantations.
The Seven Years' War, which erupted in 1754 across three continents, eventually arrived in the Spanish Caribbean. Spain's alliance with the French pitched them into direct conflict with the British, and in 1762, a British expedition consisting of dozens of ships and thousands of troops set out from Portsmouth to capture Cuba. The British arrived on 6 June, and by August, had placed Havana under siege. When Havana surrendered, the admiral of the British fleet, George Pocock and the commander of the land forces George Keppel, the 3rd Earl of Albemarle, entered the city, and took control of the western part of the island. The British immediately opened up trade with their North American and Caribbean colonies, causing a rapid transformation of Cuban society.
Though Havana, which had become the third-largest city in the Americas, was to enter an era of sustained development and increasing ties with North America during this period, the British occupation of the city proved short-lived. Pressure from London to sugar merchants, fearing a decline in sugar prices, forced negotiations with the Spanish over the captured territories. Less than a year after Britain captured Havana, it signed the 1763 Treaty of Paris together with France and Spain, ending the Seven Years' War. The treaty gave Britain Florida in exchange for Cuba. Cubans constituted one of the many diverse units which fought alongside Spanish forces during the conquest of British West Florida (1779–81).
The largest factor for the growth of Cuba's commerce in the late eighteenth and early nineteenth century was the Haitian Revolution. When the enslaved peoples of what had been the Caribbean's richest colony freed themselves through violent revolt, Cuban planters perceived the region's changing circumstances with both a sense of fear and opportunity. They were afraid because of the prospect that slaves might revolt in Cuba as well, and numerous prohibitions during the 1790s of the sale of slaves in Cuba who had previously been enslaved in French colonies underscored this anxiety. The planters saw opportunity, however, because they thought that they could exploit the situation by transforming Cuba into the slave society and sugar-producing "pearl of the Antilles" that Haiti had been before the revolution. As the historian Ada Ferrer has written, "At a basic level, liberation in Saint-Domingue helped entrench its denial in Cuba. As slavery and colonialism collapsed in the French colony, the Spanish island underwent transformations that were almost the mirror image of Haiti's." Estimates suggest that between 1790 and 1820 some 325,000 Africans were imported to Cuba as slaves, which was four times the amount that had arrived between 1760 and 1790.
Although a smaller proportion of the population of Cuba was enslaved, at times, slaves arose in revolt. In 1812, the Aponte Slave Rebellion took place, but it was ultimately suppressed. The population of Cuba in 1817 was 630,980 (of which 291,021 were white, 115,691 were free people of color (mixed-race), and 224,268 black slaves).In part due to Cuban slaves working primarily in urbanized settings, by the 19th century, the practice of coartacion had developed (or "buying oneself out of slavery", a "uniquely Cuban development"), according to historian Herbert S. Klein. Due to a shortage of white labor, blacks dominated urban industries "to such an extent that when whites in large numbers came to Cuba in the middle of the nineteenth century, they were unable to displace Negro workers." A system of diversified agriculture, with small farms and fewer slaves, served to supply the cities with produce and other goods.In the 1820s, when the rest of Spain's empire in Latin America rebelled and formed independent states, Cuba remained loyal to Spain. Its economy was based on serving the empire. By 1860, Cuba had 213,167 free people of color (39% of its non-white population of 550,000).
=== Independence movements ===
Full independence from Spain was the goal of a rebellion in 1868 led by planter Carlos Manuel de Céspedes. De Céspedes, a sugar planter, freed his slaves to fight with him for an independent Cuba. On 27 December 1868, he issued a decree condemning slavery in theory but accepting it in practice and declaring free any slaves whose masters present them for military service. The 1868 rebellion resulted in a prolonged conflict known as the Ten Years' War. A great number of the rebels were volunteers from the Dominican Republic, and other countries, as well as numerous Chinese indentured servants.The United States declined to recognize the new Cuban government, although many European and Latin American nations did so. In 1878, the Pact of Zanjón ended the conflict, with Spain promising greater autonomy to Cuba. In 1879–80, Cuban patriot Calixto García attempted to start another war known as the Little War but failed to receive enough support. Slavery in Cuba was abolished in 1875 but the process was completed only in 1886. An exiled dissident named José Martí founded the Cuban Revolutionary Party in New York in 1892. The aim of the party was to achieve Cuban independence from Spain. In January 1895, Martí traveled to Monte Cristi and Santo Domingo in the Dominican Republic to join the efforts of Máximo Gómez. Martí recorded his political views in the Manifesto of Montecristi. Fighting against the Spanish army began in Cuba on 24 February 1895, but Martí was unable to reach Cuba until 11 April 1895. Martí was killed in the Battle of Dos Rios on 19 May 1895. His death immortalized him as Cuba's national hero.
Around 200,000 Spanish troops outnumbered the much smaller rebel army, which relied mostly on guerrilla and sabotage tactics. The Spaniards began a campaign of suppression. General Valeriano Weyler, the military governor of Cuba, herded the rural population into what he called reconcentrados, described by international observers as "fortified towns". These are often considered the prototype for 20th-century concentration camps. Between 200,000 and 400,000 Cuban civilians died from starvation and disease in the Spanish concentration camps, numbers verified by the Red Cross and United States Senator Redfield Proctor, a former Secretary of War. American and European protests against Spanish conduct on the island followed.The U.S. battleship USS Maine was sent to protect American interests, but soon after arrival, it exploded in Havana harbor and sank quickly, killing nearly three-quarters of the crew. The cause and responsibility for the sinking of the ship remained unclear after a board of inquiry. Popular opinion in the U.S., fueled by an active press, concluded that the Spanish were to blame and demanded action. Spain and the United States declared war on each other in late April 1898.
=== Republic (1902–1959) ===
==== First years (1902–1925) ====
After the Spanish–American War, Spain and the United States signed the Treaty of Paris (1898), by which Spain ceded Puerto Rico, the Philippines, and Guam to the United States for the sum of US$20 million and Cuba became a protectorate of the United States. Cuba gained formal independence from the U.S. on 20 May 1902, as the Republic of Cuba. Under Cuba's new constitution, the U.S. retained the right to intervene in Cuban affairs and to supervise its finances and foreign relations. Under the Platt Amendment, the U.S. leased the Guantánamo Bay Naval Base from Cuba.
Following disputed elections in 1906, the first president, Tomás Estrada Palma, faced an armed revolt by independence war veterans who defeated the meager government forces. The U.S. intervened by occupying Cuba and named Charles Edward Magoon as Governor for three years. Cuban historians have characterized Magoon's governorship as having introduced political and social corruption. In 1908, self-government was restored when José Miguel Gómez was elected president, but the U.S. continued intervening in Cuban affairs. In 1912, the Partido Independiente de Color attempted to establish a separate black republic in Oriente Province, but was suppressed by General Monteagudo with considerable bloodshed.
In 1924, Gerardo Machado was elected president. During his administration, tourism increased markedly, and American-owned hotels and restaurants were built to accommodate the influx of tourists. The tourist boom led to increases in gambling and prostitution in Cuba. The Wall Street Crash of 1929 led to a collapse in the price of sugar, political unrest, and repression. Protesting students, known as the Generation of 1930, turned to violence in opposition to the increasingly unpopular Machado. A general strike (in which the Communist Party sided with Machado), uprisings among sugar workers, and an army revolt forced Machado into exile in August 1933. He was replaced by Carlos Manuel de Céspedes y Quesada.
==== Revolution of 1933–1940 ====
In September 1933, the Sergeants' Revolt, led by Sergeant Fulgencio Batista, overthrew Céspedes. A five-member executive committee (the Pentarchy of 1933) was chosen to head a provisional government. Ramón Grau San Martín was then appointed as provisional president. Grau resigned in 1934, leaving the way clear for Batista, who dominated Cuban politics for the next 25 years, at first through a series of puppet-presidents. The period from 1933 to 1937 was a time of "virtually unremitting social and political warfare". On balance, during the period 1933–1940 Cuba suffered from fragile politic structures, reflected in the fact that it saw three different presidents in two years (1935–1936), and in the militaristic and repressive policies of Batista as Head of the Army.
==== Constitution of 1940 ====
A new constitution was adopted in 1940, which engineered radical progressive ideas, including the right to labor and health care. Batista was elected president in the same year, holding the post until 1944. He is so far the only non-white Cuban to win the nation's highest political office. His government carried out major social reforms. Several members of the Communist Party held office under his administration. Cuban armed forces were not greatly involved in combat during World War II—though president Batista did suggest a joint U.S.-Latin American assault on Francoist Spain to overthrow its authoritarian regime. Cuba lost six merchant ships during the war, and the Cuban Navy was credited with sinking the German submarine U-176.Batista adhered to the 1940 constitution's strictures preventing his re-election. Ramon Grau San Martin was the winner of the next election, in 1944. Grau further corroded the base of the already teetering legitimacy of the Cuban political system, in particular by undermining the deeply flawed, though not entirely ineffectual, Congress and Supreme Court. Carlos Prío Socarrás, a protégé of Grau, became president in 1948. The two terms of the Auténtico Party brought an influx of investment, which fueled an economic boom, raised living standards for all segments of society, and created a middle class in most urban areas.
==== Coup d'état of 1952 ====
After finishing his term in 1944 Batista lived in Florida, returning to Cuba to run for president in 1952. Facing certain electoral defeat, he led a military coup that preempted the election. Back in power, and receiving financial, military, and logistical support from the United States government, Batista suspended the 1940 Constitution and revoked most political liberties, including the right to strike. He then aligned with the wealthiest landowners who owned the largest sugar plantations, and presided over a stagnating economy that widened the gap between rich and poor Cubans. Batista outlawed the Cuban Communist Party in 1952. After the coup, Cuba had Latin America's highest per capita consumption rates of meat, vegetables, cereals, automobiles, telephones and radios, though about one-third of the population was considered poor and enjoyed relatively little of this consumption. However, in his "History Will Absolve Me" speech, Fidel Castro mentioned that national issues relating to land, industrialization, housing, unemployment, education, and health were contemporary problems.In 1958, Cuba was a well-advanced country in comparison to other Latin American regions. Cuba was also affected by perhaps the largest labor union privileges in Latin America, including bans on dismissals and mechanization. They were obtained in large measure "at the cost of the unemployed and the peasants", leading to disparities. Between 1933 and 1958, Cuba extended economic regulations enormously, causing economic problems. Unemployment became a problem as graduates entering the workforce could not find jobs. The middle class, which was comparable to that of the United States, became increasingly dissatisfied with unemployment and political persecution. The labor unions, manipulated by the previous government since 1948 through union "yellowness", supported Batista until the very end. Batista stayed in power until he resigned in December 1958 under the pressure of the US Embassy and as the revolutionary forces headed by Fidel Castro were winning militarily (Santa Clara city, a strategic point in the middle of the country, fell into the rebels hands on December 31, in a conflict known as the Battle of Santa Clara).
=== Revolution and Communist Party rule (1959–present) ===
In the 1950s, various organizations, including some advocating armed uprising, competed for public support in bringing about political change. In 1956, Fidel Castro and about 80 supporters landed from the yacht Granma in an attempt to start a rebellion against the Batista government. In 1958, Castro's July 26th Movement emerged as the leading revolutionary group. The U.S. supported Castro by imposing a 1958 arms embargo against Batista's government. Batista evaded the American embargo and acquired weapons from the Dominican Republic, including Dominican-made Cristóbal Carbines, hand grenades, and mortars.By late 1958, the rebels had broken out of the Sierra Maestra and launched a general popular insurrection. After Castro's fighters captured Santa Clara, Batista fled with his family to the Dominican Republic on 1 January 1959. Later he went into exile on the Portuguese island of Madeira and finally settled in Estoril, near Lisbon. Fidel Castro's forces entered the capital on 8 January 1959. The liberal Manuel Urrutia Lleó became the provisional president.According to Amnesty International, official death sentences from 1959 to 1987 numbered 237 of which all but 21 were actually carried out. The vast majority of those executed directly following the 1959 Revolution were policemen, politicians, and informers of the Batista regime accused of crimes such as torture and murder, and their public trials and executions had widespread popular support among the Cuban population.
The United States government initially reacted favorably to the Cuban Revolution, seeing it as part of a movement to bring democracy to Latin America. Castro's legalization of the Communist Party and the hundreds of executions of Batista agents, policemen, and soldiers that followed caused a deterioration in the relationship between the two countries. The promulgation of the Agrarian Reform Law, expropriating thousands of acres of farmland (including from large U.S. landholders), further worsened relations. In response, between 1960 and 1964 the U.S. imposed a range of sanctions, eventually including a total ban on trade between the countries and a freeze on all Cuban-owned assets in the U.S. In February 1960, Castro signed a commercial agreement with Soviet Vice-Premier Anastas Mikoyan.In March 1960, U.S. President Dwight D. Eisenhower gave his approval to a CIA plan to arm and train a group of Cuban refugees to overthrow the Castro government. The invasion (known as the Bay of Pigs Invasion) took place on 14 April 1961, during the term of President John F. Kennedy. About 1,400 Cuban exiles disembarked at the Bay of Pigs. Cuban troops and local militias defeated the invasion, killing over 100 invaders and taking the remainder prisoner. In January 1962, Cuba was suspended from the Organization of American States (OAS), and later the same year the OAS started to impose sanctions against Cuba of similar nature to the U.S. sanctions. The Cuban Missile Crisis of October 1962 almost sparked World War III. In 1962 American generals proposed Operation Northwoods which would entail committing terrorist attacks in American cities and against refugees and falsely blaming the attacks on the Cuban government, manufacturing a reason for the United States to invade Cuba. However the plan was rejected by president Kennedy. By 1963, Cuba was moving towards a full-fledged communist system modelled on the USSR.
During the Cold War, Cuban forces were deployed to all corners of Africa, either as military advisors or as combatants. In 1963, Cuba sent 686 troops together with 22 tanks and other military equipment to support Algeria in the Sand War against Morocco. The Cuban forces remained in Algeria for over a year, providing training to the Algerian army. In 1964, Cuba organized a meeting of Latin American communists in Havana and stoked a civil war in the capital of the Dominican Republic in 1965, which prompted 20,000 U.S. troops to intervene there. Che Guevara engaged in guerrilla activities in Africa and was killed in 1967 while attempting to start a revolution in Bolivia. During the 1970s, Fidel Castro dispatched tens of thousands of troops in support of Soviet-backed wars in Africa. He supported the MPLA in Angola (Angolan Civil War) and Mengistu Haile Mariam in Ethiopia (Ogaden War).
In November 1975, Cuba poured more than 65,000 troops and 400 Soviet-made tanks into Angola in one of the fastest military mobilizations in history. South Africa developed nuclear weapons due to the threat to its security posed by the presence of large numbers of Cuban troops in Angola. In 1976 and again in 1988 at the Battle of Cuito Cuanavale, the Cubans alongside their MPLA allies defeated UNITA rebels and apartheid South African forces. In December 1977, Cuba sent its combat troops from Angola, the People's Republic of the Congo, and the Caribbean to Ethiopia, assisted by mechanized Soviet battalions, to help defeat a Somali invasion. On 24 January 1978, Ethiopian and Cuban troops counterattacked, inflicting 3,000 casualties on the Somali forces. In February, Cuban troops launched a major offensive and forced the Somali army back into its own territory. Cuban forces remained in Ethiopia until 9 September 1989.Despite Cuba's small size and the long distance separating it from the Middle East, Castro's Cuba played an active role in the region during the Cold War. In 1972, a major Cuban military mission consisting of tank, air, and artillery specialists was dispatched to South Yemen. Cuban military advisors were sent to Iraq in the mid-1970s but their mission was canceled after Iraq invaded Iran in 1980. The Cubans were also involved in the Syrian-Israeli War of Attrition (November 1973–May 1974) that followed the Yom Kippur War (October 1973). Israeli sources reported the presence of a Cuban tank brigade in the Golan Heights, which was supported by two brigades. The Israelis and the Cuban-Syrian tank forces engaged in battle on the Golan front.: 37–38 The standard of living in the 1970s was "extremely spartan" and discontent was rife. Fidel Castro admitted the failures of economic policies in a 1970 speech. In 1975, the OAS lifted its sanctions against Cuba, with the approval of 16 member states, including the United States. The U.S., however, maintained its own sanctions. In 1979, the U.S. objected to the presence of Soviet combat troops on the island. Following the 1983 coup that resulted in the execution of Grenadian Prime Minister Maurice Bishop and establishment of the military government led by Hudson Austin, U.S. forces invaded Grenada in 1983, overthrowing the regime. Most resistance came from Cuban construction workers, while the Grenadan People's Revolutionary Army and militia surrendered without putting up much of a fight. 24 Cubans were killed, with only 2 of them being professional soldiers, and the remainder were expelled from the island. U.S. casualties amounted to 19 killed, 116 wounded, and 9 helicopters destroyed. During the 1970s and 1980s, Castro supported Marxist insurgencies in Guatemala, El Salvador, and Nicaragua. Cuba gradually withdrew its troops from Angola in 1989–91. An important psychological and political aspect of the Cuban military involvement in Africa was the significant presence of black or mixed-race soldiers among the Cuban forces. According to one source, more than 300,000 Cuban military personnel and civilian experts were deployed in Africa. The source also states that out of the 50,000 Cubans sent to Angola, half contracted AIDS and that 10,000 Cubans died as a consequence of their military actions in Africa.Soviet troops began to withdraw from Cuba in September 1991, and Castro's rule was severely tested in the aftermath of the Soviet collapse in December 1991 (known in Cuba as the Special Period). The country faced a severe economic downturn following the withdrawal of Soviet subsidies worth $4 billion to $6 billion annually, resulting in effects such as food and fuel shortages. The government did not accept American donations of food, medicines and cash until 1993. On 5 August 1994, state security dispersed protesters in a spontaneous protest in Havana. From the start of the crisis to 1995, Cuba saw its gross domestic product (GDP) shrink by 35%. It took another five years for its GDP to reach pre-crisis levels.Cuba has since found a new source of aid and support in the People's Republic of China. In addition, Hugo Chávez, then-President of Venezuela, and Evo Morales, former President of Bolivia, became allies and both countries are major oil and gas exporters. In 2003, the government arrested and imprisoned a large number of civil activists, a period known as the "Black Spring".In February 2008, Fidel Castro announced his resignation as President of the State Council following the onset of his reported serious gastrointestinal illness in July 2006. On 24 February his brother, Raúl Castro, was declared the new president. In his inauguration speech, Raúl promised that some of the restrictions on freedom in Cuba would be removed. In March 2009, Raúl Castro removed some of his brother's appointees.On 3 June 2009, the Organization of American States adopted a resolution to end the 47-year ban on Cuban membership of the group. The resolution stated, however, that full membership would be delayed until Cuba was "in conformity with the practices, purposes, and principles of the OAS". Fidel Castro restated his position that he was not interested in joining after the OAS resolution had been announced.
Effective 14 January 2013, Cuba ended the requirement established in 1961, that any citizens who wish to travel abroad were required to obtain an expensive government permit and a letter of invitation. In 1961 the Cuban government had imposed broad restrictions on travel to prevent the mass emigration of people after the 1959 revolution; it approved exit visas only on rare occasions. Requirements were simplified: Cubans need only a passport and a national ID card to leave; and they are allowed to take their young children with them for the first time. However, a passport costs on average five months' salary. Observers expect that Cubans with paying relatives abroad are most likely to be able to take advantage of the new policy. In the first year of the program, over 180,000 left Cuba and returned.As of December 2014, talks with Cuban officials and American officials, including President Barack Obama, resulted in the release of Alan Gross, fifty-two political prisoners, and an unnamed non-citizen agent of the United States in return for the release of three Cuban agents currently imprisoned in the United States. Additionally, while the embargo between the United States and Cuba was not immediately lifted, it was relaxed to allow import, export, and certain limited commerce.Cuba approved a new constitution in 2019. The optional vote attracted 84.4% of eligible voters. 90% of those who voted approved of the new constitution and 9% opposed it. The new constitution states that the Communist Party is the only legitimate political party, describes access to health and education as fundamental rights, imposes presidential term limits, enshrines the right to legal representation upon arrest, recognizes private property, and strengthens the rights of multinationals investing with the state. Any form of discrimination harmful to human dignity is banned under the new constitution.In July 2021, there were several large protests against the government under the banner of Patria y Vida. Protests included support from both right-leaning and left-leaning anti-regime Cuban exiles. The song associated with the movement received international acclaim including a Latin Grammy Award.On 25 September 2022, Cuba approved a referendum which amended the Family Code to legalise same-sex marriage and allow surrogate pregnancy and same-sex adoption. Gender reassignment surgery and transgender hormone therapy are provided free of charge under Cuba’s national healthcare system. The proposed changes were supported by the government and opposed by conservatives and parts of the opposition. Official policies of the Cuban government from 1959 until the 1990s were hostile towards homosexuality, with the LGBT community marginalized on the basis of heteronormativity, traditional gender roles, and strict criteria for moralism.
== Government and politics ==
The Republic of Cuba is one of the few socialist countries following the Marxist–Leninist ideology. The Constitution of 1976, which defined Cuba as a socialist republic, was replaced by the Constitution of 1992, which is "guided by the ideas of José Martí and the political and social ideas of Marx, Engels and Lenin." The constitution describes the Communist Party of Cuba as the "leading force of society and of the state".The First Secretary of the Communist Party of Cuba is the most senior position in the one-party state. The First Secretary leads the Politburo and the Secretariat, making the office holder the most powerful person in Cuban government. Members of both councils are elected by the National Assembly of People's Power. The President of Cuba, who is also elected by the Assembly, serves for five years and since the ratification of the 2019 Constitution, there is a limit of two consecutive five-year terms.
The People's Supreme Court serves as Cuba's highest judicial branch of government. It is also the court of last resort for all appeals against the decisions of provincial courts.
Cuba's national legislature, the National Assembly of People's Power (Asamblea Nacional de Poder Popular), is the supreme organ of power; 609 members serve five-year terms. The assembly meets twice a year; between sessions legislative power is held by the 31 member Council of Ministers. Candidates for the Assembly are approved by public referendum. All Cuban citizens over 16 who have not been convicted of a criminal offense can vote. Article 131 of the Constitution states that voting shall be "through free, equal and secret vote". Article 136 states: "In order for deputies or delegates to be considered elected they must get more than half the number of valid votes cast in the electoral districts".There are elections in Cuba, but they are not considered democratic. In elections for the National Assembly of People's Power there is only one candidate for each seat, and candidates are nominated by committees that are firmly controlled by the Communist Party. Most legislative districts elect multiple representatives to the Assembly. Voters can select individual candidates on their ballot, select every candidate, or leave every question blank, with no option to vote against candidates.No political party is permitted to nominate candidates or campaign on the island, including the Communist Party. The Communist Party of Cuba has held six party congress meetings since 1975. In 2011, the party stated that there were 800,000 members, and representatives generally constitute at least half of the Councils of state and the National Assembly. The remaining positions are filled by candidates nominally without party affiliation. Other political parties campaign and raise finances internationally, while activity within Cuba by opposition groups is minimal.
Cuba is considered an authoritarian regime according to The Economist's Democracy Index and Freedom in the World reports. More specifically, Cuba is considered a military dictatorship in the Democracy-Dictatorship Index, and has been described as "a militarized society" with the armed forces having long been the most powerful institution in the country.In February 2013, President of the State Council Raúl Castro announced he would resign in 2018, ending his five-year term, and that he hopes to implement permanent term limits for future Cuban presidents, including age limits.After Fidel Castro died on 25 November 2016, the Cuban government declared a nine-day mourning period. During the mourning period Cuban citizens were prohibited from playing loud music, partying, and drinking alcohol.Miguel Díaz-Canel was elected president on 18 April 2018 after the resignation of Raúl Castro. On 19 April 2021, Miguel Díaz-Canel became First Secretary of the Communist Party. He is the first non-Castro to be in such top position since the Cuban revolution of 1959.
=== Foreign relations ===
Cuba has conducted a foreign policy that is uncharacteristic of such a minor, developing country. Under Castro, Cuba was heavily involved in wars in Africa, Central America and Asia. Cuba supported Algeria in 1961–1965, and sent tens of thousands of troops to Angola during the Angolan Civil War. Other countries that featured Cuban involvement include Ethiopia, Guinea, Guinea-Bissau, Mozambique, and Yemen. Lesser known actions include the 1959 missions to the Dominican Republic. The expedition failed, but a prominent monument to its members was erected in their memory in Santo Domingo by the Dominican government, and they feature prominently at the country's Memorial Museum of the Resistance.In 2008, the European Union (EU) and Cuba agreed to resume full relations and cooperation activities. Cuba is a founding member of the Bolivarian Alliance for the Americas. At the end of 2012, tens of thousands of Cuban medical personnel worked abroad, with as many as 30,000 doctors in Venezuela alone via the two countries' oil-for-doctors programme.
In 1996, the United States, then under President Bill Clinton, brought in the Cuban Liberty and Democratic Solidarity Act, better known as the Helms–Burton Act. In 2009, United States President Barack Obama stated on 17 April, in Trinidad and Tobago that "the United States seeks a new beginning with Cuba", and reversed the Bush Administration's prohibition on travel and remittances by Cuban-Americans from the United States to Cuba. Five years later, an agreement between the United States and Cuba, popularly called the "Cuban thaw", brokered in part by Canada and Pope Francis, began the process of restoring international relations between the two countries. They agreed to release political prisoners and the United States began the process of creating an embassy in Havana. This was realized on 30 June 2015, when Cuba and the U.S. reached a deal to reopen embassies in their respective capitals on 20 July 2015 and reestablish diplomatic relations. Earlier in the same year, the White House announced that President Obama would remove Cuba from the American government's list of nations that sponsor terrorism, which Cuba reportedly welcomed as "fair". On 17 September 2017, the United States considered closing its Cuban embassy following mysterious medical symptoms experienced by its staff. In the wake of the Russian invasion of Ukraine and the ongoing international isolation of Russia, Cuba emerged as one of the few countries that maintained friendly relations with the Russian Federation. Cuban president Miguel Diaz-Canel visited Vladimir Putin in Moscow in November 2022, where the two leaders opened a monument of Fidel Castro, as well as speaking out against U.S. sanctions against Russia and Cuba.
=== Embargo by the United States (1960 – present) ===
Since 1960, the United States has placed a continued embargo against Cuba. The Cuban Democracy Act of 1992 states that sanctions will continue "so long as it continues to refuse to move toward democratization and greater respect for human rights". American diplomat Lester D. Mallory wrote an internal memo on April 6, 1960, arguing in favor of an embargo: "The only foreseeable means of alienating internal support is through disenchantment and disaffection based on economic dissatisfaction and hardship. [...] to decrease monetary and real wages, to bring about hunger, desperation and overthrow of government." The UN General Assembly has passed a resolution every year since 1992 condemning the embargo and stating that it violates the Charter of the United Nations and international law. Cuba considers the embargo a human rights violation.On 17 December 2014, United States President Barack Obama announced the re-establishment of diplomatic relations with Cuba, pushing for Congress to put an end to the embargo, as well as the United States-run Guantanamo Bay detention camp. These diplomatic improvements were later reversed by the Trump Administration, which enacted new rules and re-enforced the business and travel restrictions which were loosened by the Obama Administration. These sanctions were inherited and strengthened by the Biden Administration.
=== Military ===
As of 2018, Cuba spent about US$91.8 million on its armed forces or 2.9% of its GDP. In 1985, Cuba devoted more than 10% of its GDP to military expenditures. During the Cold War, Cuba built up one of the largest armed forces in Latin America, second only to that of Brazil.From 1975 until the late 1980s, Soviet military assistance enabled Cuba to upgrade its military capabilities. After the loss of Soviet subsidies, Cuba scaled down the numbers of military personnel, from 235,000 in 1994 to about 49,000 in 2021.In 2017, Cuba signed the UN treaty on the Prohibition of Nuclear Weapons.
=== Law enforcement ===
All law enforcement agencies are maintained under Cuba's Ministry of the Interior, which is supervised by the Revolutionary Armed Forces. In Cuba, citizens can receive police assistance by dialing "106" on their telephones. The police force, which is referred to as "Policía Nacional Revolucionaria" or PNR is then expected to provide help. The Cuban government also has an agency called the Intelligence Directorate that conducts intelligence operations and maintains close ties with the Russian Federal Security Service.
=== Administrative divisions ===
The country is subdivided into 15 provinces and one special municipality (Isla de la Juventud). These were formerly part of six larger historical provinces: Pinar del Río, Habana, Matanzas, Las Villas, Camagüey and Oriente. The present subdivisions closely resemble those of the Spanish military provinces during the Cuban Wars of Independence, when the most troublesome areas were subdivided. The provinces are divided into municipalities.
=== Human rights ===
In 2003, the European Union (EU) accused the Cuban government of "continuing flagrant violation of human rights and fundamental freedoms". As of 2009, it has continued to call regularly for social and economic reform in Cuba, along with the unconditional release of all political prisoners.Cuba was ranked 19th by the number of imprisoned journalists of any nation in 2021 according to various sources, including the Committee to Protect Journalists and Human Rights Watch. Cuba ranks 171st out of 180 on the 2020 World Press Freedom Index.In July 2010, the unofficial Cuban Human Rights Commission said there were 167 political prisoners in Cuba, a fall from 201 at the start of the year. The head of the commission stated that long prison sentences were being replaced by harassment and intimidation.
== Economy ==
The Cuban state asserts its adherence to socialist principles in organizing its largely state-controlled planned economy. Most of the means of production are owned and run by the government and most of the labor force is employed by the state. Recent years have seen a trend toward more private sector employment. By 2006, public sector employment was 78% and private sector 22%, compared to 91.8% to 8.2% in 1981. Government spending is 78.1% of GDP. Since the early 2010s, following the initial market reforms, it has become popular to describe the economy as being, or moving toward, market socialism. Any firm that hires a Cuban must pay the Cuban government, which in turn pays the employee in Cuban pesos. The average monthly wage as of July 2013 was 466 Cuban pesos—about US$19. However, after an economic reform in January 2021, the minimum wage is about 2100 CUP (US$17.50) and the median wage is about 4000 CUP (US$33).Cuba had Cuban pesos (CUP) set at par with the US dollar before 1959. Every Cuban household has a ration book (known as libreta) entitling it to a monthly supply of food and other staples, which are provided at nominal cost.According to the Havana Consulting Group, in 2014, remittances to Cuba amounted to US$3,129 million, the seventh highest in Latin America. In 2019, remittances had grown to US$6,616 million, but dropped down to US$1,967 million in 2020, due to the COVID-19 pandemic. The pandemic has also devastated Cuba's tourist industry, which along with a tightening of U.S. sanctions, has led to large increase in emigration among younger working-age Cubans. It has been described as a crisis that is "threatening the stability" of Cuba, which "already has one of the hemisphere’s oldest populations".
=== History ===
Before the 1959 revolution, Cuba was one of the richest countries in Latin America. Significant inequalities existed between city and countryside and between whites and blacks. Health care and education were not available to the rural poor, many of whom were seriously undernourished. The country's economy in the middle part of the 20th century, fuelled by the sale of sugar to the United States, had grown wealthy. Cuba ranked 5th in the hemisphere in per capita income, 3rd in life expectancy, 2nd in per capita ownership of automobiles and telephones, and 1st in the number of television sets per inhabitant. Cuba's literacy rate, 76%, was the fourth highest in Latin America although two-thirds of the people received three years of education or less; one-third never attended school and half the adult population could neither read nor write. Cuba also ranked 11th in the world in the number of doctors per capita, although there was massive inequality in the distribution of doctors; for example more than 60% of all doctors lived and worked in Havana in 1958 and even when they worked outside Havana province they typically worked in other provincial capitals.US companies dominated the Cuban economy before the Revolution, controlling 80% of Cuba's trade. US firms ran public utilities, the railroad, and all of the oil refineries. Two-thirds of food production came from US-owned agro-business enterprises. US developers owned half of the arable land on the island. Just 8% of landholders owned three-quarters of the land. At least 25% of the population was unemployed. 20% of the population received 58% of the income, while the bottom 20% took in just 2%.According to PBS, a thriving middle class held the promise of prosperity and social mobility. According to Cuba historian Louis Perez of the University of North Carolina at Chapel Hill, "Havana was then what Las Vegas has become."
After the Cuban Revolution and before the collapse of the Soviet Union, Cuba depended on Moscow for substantial aid and sheltered markets for its exports, valued at $65 billion in subsidies in total from 1960 to 1990. This accounted for between 10% and 40% of Cuban GDP, depending on the year. The loss of these subsidies sent the Cuban economy into a rapid depression known in Cuba as the Special Period, which saw the country's GDP decline by 33% between 1990 and 1993. Cuba took limited free-market oriented measures to alleviate severe shortages of food, consumer goods, and services. These steps included allowing some self-employment in certain retail and light manufacturing sectors, the legalization of the use of the US dollar in business, and the encouragement of tourism. Cuba has developed a unique urban farm system called organopónicos to compensate for the end of food imports from the Soviet Union. The U.S. embargo against Cuba was instituted in 1960 in response to nationalization of U.S.-citizen-held property and was maintained on the grounds of perceived human rights violations. It is widely viewed that the embargo hurt the Cuban economy. In 2009, the Cuban Government estimated this loss at $685 million annually.In 2005, Cuba had exports of US$2.4 billion, ranking 114 of 226 world countries, and imports of US$6.9 billion, ranking 87 of 226 countries. Its major export partners are Canada 17.7%, China 16.9%, Venezuela 12.5%, Netherlands 9%, and Spain 5.9% (2012). Cuba's major exports are sugar, nickel, tobacco, fish, medical products, citrus fruits, and coffee; imports include food, fuel, clothing, and machinery. Cuba presently holds debt in an amount estimated at $13 billion, approximately 38% of GDP.According to The Heritage Foundation, Cuba is dependent on credit accounts that rotate from country to country. Cuba's prior 35% supply of the world's export market for sugar has declined to 10% due to a variety of factors, including a global sugar commodity price drop that made Cuba less competitive on world markets. It was announced in 2008 that wage caps would be abandoned to improve the nation's productivity.Cuba's leadership has called for reforms in the country's agricultural system. In 2008, Raúl Castro began enacting agrarian reforms to boost food production, as at that time 80% of food was imported. The reforms aim to expand land use and increase efficiency. Venezuela supplies Cuba with an estimated 110,000 barrels (17,000 m3) of oil per day in exchange for money and the services of some 44,000 Cubans, most of them medical personnel, in Venezuela.
In 2010, Cubans were allowed to build their own houses. According to Raúl Castro, they could now improve their houses, but the government would not endorse these new houses or improvements. There is virtually no homelessness in Cuba, and 85% of Cubans own their homes and pay no property taxes or mortgage interest. Mortgage payments may not exceed 10% of a household's combined income..
On 2 August 2011, The New York Times reported that Cuba reaffirmed its intent to legalize "buying and selling" of private property before the year's end. According to experts, the private sale of property could "transform Cuba more than any of the economic reforms announced by President Raúl Castro's government". It would cut more than one million state jobs, including party bureaucrats who resist the changes. The reforms created what some call "New Cuban Economy". In October 2013, Raúl said he intended to merge the two currencies, but as of August 2016, the dual currency system remains in force.
In August 2012, a specialist of the "Cubaenergia Company" announced the opening of Cuba's first Solar Power Plant. As a member of the Cubasolar Group, there was also a mention of ten additional plants in 2013.In 2016, the Miami Herald wrote, "... about 27 percent of Cubans earn under $50 per month; 34 percent earn the equivalent of $50 to $100 per month; and 20 percent earn $101 to $200. Twelve percent reported earning $201 to $500 a month; and almost 4 percent said their monthly earnings topped $500, including 1.5 percent who said they earned more than $1,000."In May 2019, Cuba imposed rationing of staples such as chicken, eggs, rice, beans, soap and other basic goods. (Some two-thirds of food in the country is imported.) A spokesperson blamed the increased U.S. trade embargo although economists believe that an equally important problem is the massive decline of aid from Venezuela and the failure of Cuba's state-run oil company which had subsidized fuel costs.In June 2019, the government announced an increase in public sector wages of about 300%, specifically for teachers and health personnel. In October, the government allowed stores to purchase house equipment and similar items, using international currency, and send it to Cuba by the Cuban emigration. The leaders of the government recognized that the new measures were unpopular but necessary to contain the capital flight to other countries as Panamá where Cuban citizens traveled and imported items to resell on the island. Other measures included allowing private companies to export and import, through state companies, resources to produce products and services in Cuba.
On January 1, 2021, Cuba's dual currency system was formally ended, and the convertible Cuban peso (CUC) was phased out, leaving the Cuban peso (CUP) as the country's sole currency unit. Cuban citizens had until June 2021 to exchange their CUCs. However, this devalued the Cuban peso and caused economic problems for people who had been previously paid in CUCs, particularly workers in the tourism industry. Also, in February, the government dictated new measures to the private sector, with prohibitions for only 124 activities, in areas like national security, health and educational services. The wages were increased again, between 4 and 9 times, for all the sectors. Also, new facilities were allowed to the state companies, with much more autonomy.The first problems of the new reform, for the public opinion, were with the electricity prices, but that was amended quickly. Other measures corrected were in the prices to the private farmers. In July 2020, Cuba opened new stores accepting only foreign currency while simultaneously eliminating a special tax on the U.S. dollar to combat an economic crisis arising initially due to economic sanctions imposed by the Trump administration, then later worsened by a lack of tourism during the coronavirus pandemic. These economic sanctions have since been sustained by the Biden administration.
=== Resources ===
Cuba's natural resources include sugar, tobacco, fish, citrus fruits, coffee, beans, rice, potatoes, and livestock. Cuba's most important mineral resource is nickel, with 21% of total exports in 2011. The output of Cuba's nickel mines that year was 71,000 tons, approaching 4% of world production. As of 2013 its reserves were estimated at 5.5 million tons, over 7% of the world total. Sherritt International of Canada operates a large nickel mining facility in Moa. Cuba is also a major producer of refined cobalt, a by-product of nickel mining.Oil exploration in 2005 by the US Geological Survey revealed that the North Cuba Basin could produce about 4.6 billion barrels (730,000,000 m3) to 9.3 billion barrels (1.48×109 m3) of oil. In 2006, Cuba started to test-drill these locations for possible exploitation.
=== Tourism ===
Tourism was initially restricted to enclave resorts where tourists would be segregated from Cuban society, referred to as "enclave tourism" and "tourism apartheid". Contact between foreign visitors and ordinary Cubans were de facto illegal between 1992 and 1997. The rapid growth of tourism during the Special Period had widespread social and economic repercussions in Cuba, and led to speculation about the emergence of a two-tier economy.1.9 million tourists visited Cuba in 2003, predominantly from Canada and the European Union, generating revenue of US$2.1 billion. Cuba recorded 2,688,000 international tourists in 2011, the third-highest figure in the Caribbean (behind the Dominican Republic and Puerto Rico).The medical tourism sector caters to thousands of European, Latin American, Canadian, and American consumers every year.
A recent study indicates that Cuba has a potential for mountaineering activity, and that mountaineering could be a key contributor to tourism, along with other activities, e.g. biking, diving, caving. Promoting these resources could contribute to regional development, prosperity, and well-being.The Cuban Justice minister downplays allegations of widespread sex tourism. According to a Government of Canada travel advice website, "Cuba is actively working to prevent child sex tourism, and a number of tourists, including Canadians, have been convicted of offences related to the corruption of minors aged 16 and under. Prison sentences range from 7 to 25 years."Some tourist facilities were extensively damaged on 8 September 2017 when Hurricane Irma hit the island. The storm made landfall in the Camagüey Archipelago; the worst damage was in the keys north of the main island, however, and not in the most significant tourist areas.
== Transport ==
== Geography ==
Cuba is an archipelago of nearly 4,200 islands, cays and islets located in the northern Caribbean Sea at the confluence with the Gulf of Mexico and the Atlantic Ocean. It lies between latitudes 19° and 24°N, and longitudes 74° and 85°W. The United States (Key West, Florida) lies 150 km (93 miles) across the Straits of Florida to the north and northwest, and The Bahamas (Cay Lobos) 21 km (13 mi) to the north. Mexico lies 210 km (130.5 mi) west across the Yucatán Channel (to the closest tip of Cabo Catoche in the State of Quintana Roo).
Haiti is 77 km (47.8 mi) east and Jamaica 140 km (87 mi) south. Cuba is the principal island, surrounded by four smaller groups of islands: the Colorados Archipelago on the northwestern coast, the Sabana-Camagüey Archipelago on the north-central Atlantic coast, the Jardines de la Reina on the south-central coast and the Canarreos Archipelago on the southwestern coast.
The main island, named Cuba, is 1,250 km (780 mi) long, constituting most of the nation's land area (104,556 km2 or 40,369 sq mi) and is the largest island in the Caribbean and 17th-largest island in the world by land area. The main island consists mostly of flat to rolling plains apart from the Sierra Maestra mountains in the southeast, whose highest point is Pico Turquino (1,974 m or 6,476 ft).
The second-largest island is Isla de la Juventud (Isle of Youth) in the Canarreos archipelago, with an area of 2,200 km2 (850 sq mi). Cuba has an official area (land area) of 109,884 km2 (42,426 sq mi). Its area is 110,860 km2 (42,803 sq mi) including coastal and territorial waters.
=== Climate ===
With the entire island south of the Tropic of Cancer, the local climate is tropical, moderated by northeasterly trade winds that blow year-round. The temperature is also shaped by the Caribbean current, which brings in warm water from the equator. This makes the climate of Cuba warmer than that of Hong Kong, which is at around the same latitude as Cuba but has a subtropical rather than a tropical climate. In general (with local variations), there is a drier season from November to April, and a rainier season from May to October. The average temperature is 21 °C (70 °F) in January and 27 °C (81 °F) in July. The warm temperatures of the Caribbean Sea and the fact that Cuba sits across the entrance to the Gulf of Mexico combine to make the country prone to frequent hurricanes. These are most common in September and October.
Hurricane Irma hit the island on 8 September 2017, with winds of 260 km/h (72 m/s), at the Camagüey Archipelago; the storm reached Ciego de Avila province around midnight and continued to pound Cuba the next day. The worst damage was in the keys north of the main island. Hospitals, warehouses and factories were damaged; much of the north coast was without electricity. By that time, nearly a million people, including tourists, had been evacuated. The Varadero resort area also reported widespread damage; the government believed that repairs could be completed before the start of the main tourist season. Subsequent reports indicated that ten people had been killed during the storm, including seven in Havana, most during building collapses. Sections of the capital had been flooded.
=== Biodiversity ===
Cuba signed the Rio Convention on Biological Diversity on 12 June 1992, and became a party to the convention on 8 March 1994. It has subsequently produced a National Biodiversity Strategy and Action Plan, with one revision, that the convention received on 24 January 2008.The country's fourth national report to the CBD contains a detailed breakdown of the numbers of species of each kingdom of life recorded from Cuba, the main groups being: animals (17,801 species), bacteria (270), chromista (707), fungi, including lichen-forming species (5844), plants (9107) and protozoa (1440). The native bee hummingbird or zunzuncito is the world's smallest known bird, with a length of 55 mm (2+1⁄8 in). The Cuban trogon or tocororo is the national bird of Cuba and an endemic species. Hedychium coronarium, named mariposa in Cuba, is the national flower.Cuba is home to six terrestrial ecoregions: Cuban moist forests, Cuban dry forests, Cuban pine forests, Cuban wetlands, Cuban cactus scrub, and Greater Antilles mangroves. It had a 2019 Forest Landscape Integrity Index mean score of 5.4/10, ranking it 102nd globally out of 172 countries.According to a 2012 study, Cuba is the only country in the world to meet the conditions of sustainable development put forth by the WWF.
== Demographics ==
According to the official census of 2010, Cuba's population was 11,241,161, comprising 5,628,996 men and 5,612,165 women. Its birth rate (9.88 births per thousand population in 2006) is one of the lowest in the Western Hemisphere. Although the country's population has grown by about four million people since 1961, the rate of growth slowed during that period, and the population began to decline in 2006, due to the country's low fertility rate (1.43 children per woman) coupled with emigration.
=== Migration ===
==== Immigration ====
Immigration and emigration have played a prominent part in Cuba's demographic profile. Between the 18th and early 20th century, large waves of Canarian, Catalan, Andalusian, Galician, and other Spanish people immigrated to Cuba. Between 1899 and 1930 alone, close to a million Spaniards entered the country, though many would eventually return to Spain. Other prominent immigrant groups included French, Portuguese, Italian, Russian, Dutch, Greek, British, and Irish, as well as small number of descendants of U.S. citizens who arrived in Cuba in the late 19th and early 20th centuries. As of 2015, the foreign-born population in Cuba was 13,336 inhabitants per the World Bank data.
==== Emigration ====
Post-revolution Cuba has been characterized by significant levels of emigration, which has led to a large and influential diaspora community. During the three decades after January 1959, more than one million Cubans of all social classes—constituting 10% of the total population—emigrated to the United States, a proportion that matches the extent of emigration to the U.S. from the Caribbean as a whole during that period. Prior to 13 January 2013, Cuban citizens could not travel abroad, leave or return to Cuba without first obtaining official permission along with applying for a government-issued passport and travel visa, which was often denied. Those who left the country typically did so by sea, in small boats and fragile rafts.
On 9 September 1994, the U.S. and Cuban governments agreed that the U.S. would grant at least 20,000 visas annually in exchange for Cuba's pledge to prevent further unlawful departures on boats. As of 2013 the top emigration destinations were the United States, Spain, Italy, Puerto Rico, and Mexico. Following a tightening of U.S. sanctions and damage to the tourist industry by the COVID-19 pandemic, emigration has accelerated. In 2022, more than 2% of the population (almost 250,000 Cubans out of 11 million) migrated to the United States, and thousands more went to other countries, a number "larger than the 1980 Mariel boatlift and the 1994 Cuban rafter crisis combined", which were Cuba's previous largest migration events.
=== Fertility ===
As of 2022 Cuba's fertility rate is 1.582 births per woman.
Cuba's drop in fertility is among the largest in the Western Hemisphere and is attributed largely to unrestricted access to legal abortion: Cuba's abortion rate was 58.6 per 1000 pregnancies in 1996, compared to an average of 35 in the Caribbean, 27 in Latin America overall, and 48 in Europe. Similarly, the use of contraceptives is also widespread, estimated at 79% of the female population (in the upper third of countries in the Western Hemisphere).
=== Ethnoracial groups ===
Cuba's population is multiethnic, reflecting its complex colonial origins. Intermarriage between diverse groups is widespread, and consequently there is some discrepancy in reports of the country's racial composition: whereas the Institute for Cuban and Cuban-American Studies at the University of Miami determined that 62% of Cubans are black using the one drop rule, the 2002 Cuban census found that a similar proportion of the population, 65.05%, was white.
In fact, the Minority Rights Group International determined that "An objective assessment of the situation of Afro-Cubans remains problematic due to scant records and a paucity of systematic studies both pre- and post-revolution. Estimates of the percentage of people of African descent in the Cuban population vary enormously, ranging from 34% to 62%".A 2014 study found that, based on ancestry informative markers (AIM), autosomal genetic ancestry in Cuba is 72% European, 20% African, and 8% Indigenous. Around 35% of maternal lineages derive from Cuban Indigenous People, compared to 39% from Africa and 26% from Europe, but male lineages were European (82%) and African (18%), indicating a historical bias towards mating between foreign men and native women rather than the inverse.Asians make up about 1% of the population, and are largely of Chinese ancestry, followed by Japanese and Filipino. Many are descendants of farm laborers brought to the island by Spanish and American contractors during the 19th and early 20th century. The current recorded number of Cubans with Chinese ancestry is 114,240.Afro-Cubans are descended primarily from the Yoruba people, Bantu people from the Congo basin, Kalabari tribe and Arará from the Dahomey as well as several thousand North African refugees, most notably the Sahrawi Arabs of Western Sahara.
=== Religion ===
In 2010, the Pew Forum estimated that religious affiliation in Cuba is 59.2% Christian, 23% unaffiliated, 17.4% folk religion (such as santería), and the remaining 0.4% consisting of other religions. In a 2015 survey sponsored by Univision, 44% of Cubans said they were not religious and 9% did not give an answer while only 34% said they were Christian.Cuba is officially a secular state. Religious freedom increased through the 1980s, with the government amending the constitution in 1992 to drop the state's characterization as atheistic.Roman Catholicism is the largest religion, with its origins in Spanish colonization. Despite less than half of the population identifying as Catholics in 2006, it nonetheless remains the dominant faith. Pope John Paul II and Pope Benedict XVI visited Cuba in 1998 and 2011, respectively, and Pope Francis visited Cuba in September 2015. Prior to each papal visit, the Cuban government pardoned prisoners as a humanitarian gesture.The government's relaxation of restrictions on house churches in the 1990s led to an explosion of Pentecostalism, with some groups claiming as many as 100,000 members. However, Evangelical Protestant denominations, organized into the umbrella Cuban Council of Churches, remain much more vibrant and powerful.The religious landscape of Cuba is also strongly defined by syncretisms of various kinds. Christianity is often practiced in tandem with Santería, a mixture of Catholicism and mostly African faiths, which include a number of cults. La Virgen de la Caridad del Cobre (the Virgin of Cobre) is the Catholic patroness of Cuba, and a symbol of Cuban culture. In Santería, she has been syncretized with the goddess Oshun. A breakdown of the followers of Afro-Cuban religions showed that most practitioners of Palo Mayombe were black and dark brown-skinned, most practitioners of Vodú were medium brown and light brown-skinned, and most practitioners of Santeria were light brown and white-skinned.Cuba also hosts small communities of Jews (500 in 2012), Muslims, and members of the Baháʼí Faith.Several well-known Cuban religious figures have operated outside the island, including the humanitarian and author Jorge Armando Pérez.
=== Languages ===
The official language of Cuba is Spanish and the vast majority of Cubans speak it. Spanish as spoken in Cuba is known as Cuban Spanish and is a form of Caribbean Spanish. Lucumí, a dialect of the West African language Yoruba, is also used as a liturgical language by practitioners of Santería, and so only as a second language. Haitian Creole is the second-most spoken language in Cuba, and is spoken by Haitian immigrants and their descendants. Other languages spoken by immigrants include Galician and Corsican.
=== Education ===
The University of Havana was founded in 1728 and there are a number of other well-established colleges and universities. In 1957, just before Castro came to power, the literacy rate was as low as fourth in the region at almost 80% according to the United Nations, yet higher than in Spain. Castro created an entirely state-operated system and banned private institutions. School attendance is compulsory from ages six to the end of basic secondary education (normally at age 15), and all students, regardless of age or gender, wear school uniforms with the color denoting grade level. Primary education lasts for six years, secondary education is divided into basic and pre-university education. Cuba's literacy rate of 99.8 percent is the tenth-highest globally, largely due to the provision of free education at every level. Cuba's high school graduation rate is 94 percent.Higher education is provided by universities, higher institutes, higher pedagogical institutes, and higher polytechnic institutes. The Cuban Ministry of Higher Education operates a distance education program that provides regular afternoon and evening courses in rural areas for agricultural workers. Education has a strong political and ideological emphasis, and students progressing to higher education are expected to have a commitment to the goals of Cuba. Cuba has provided state subsidized education to a limited number of foreign nationals at the Latin American School of Medicine.According to the Webometrics Ranking of World Universities, the top-ranking universities in the country are Universidad de la Habana (1680th worldwide), Instituto Superior Politécnico José Antonio Echeverría (2893rd) and the University of Santiago de Cuba (3831st).
=== Health ===
After the revolution, Cuba established a free public health system.Cuba's life expectancy at birth is 79.87 years (77.53 for males and 82.35 for females). This ranks Cuba 59th in the world and 4th in the Americas, behind Canada, Chile and the United States. Infant mortality declined from 32 infant deaths per 1,000 live births in 1957, to 10 in 1990–95, 6.1 in 2000–2005 and 5.13 in 2009. Historically, Cuba has ranked high in numbers of medical personnel and has made significant contributions to world health since the 19th century. Today, Cuba has universal health care and despite persistent shortages of medical supplies, there is no shortage of medical personnel. Primary care is available throughout the island and infant and maternal mortality rates compare favorably with those in developed nations. That an impoverished nation like Cuba has health outcomes rivaling the developed world is referred to by researchers as the Cuban Health Paradox. Cuba ranks 30th on the 2019 Bloomberg Healthiest Country Index, the highest ranking of a developing country.Disease and infant mortality increased in the 1960s immediately after the revolution, when half of Cuba's 6,000 doctors left the country. Recovery occurred by the 1980s, and the country's health care has been widely praised. The Communist government stated that universal health care was a priority of state planning and progress was made in rural areas. After the revolution, the government increased rural hospitals from one to 62. Like the rest of the Cuban economy, medical care suffered from severe material shortages following the end of Soviet subsidies in 1991, and a tightening of the U.S. embargo in 1992.Challenges include low salaries for doctors, poor facilities, poor provision of equipment, and the frequent absence of essential drugs.Cuba has the highest doctor-to-population ratio in the world and has sent thousands of doctors to more than 40 countries around the world. According to the World Health Organization, Cuba is "known the world over for its ability to train excellent doctors and nurses who can then go out to help other countries in need". As of September 2014, there are around 50,000 Cuban-trained health care workers aiding 66 nations. Cuban physicians have played a leading role in combating the Ebola virus epidemic in West Africa. Preventative medicine is very important within the Cuban medical system, which provides citizens with easy to obtain regular health checks.Import and export of pharmaceutical drugs is done by the Quimefa Pharmaceutical Business Group (FARMACUBA) under the Ministry of Basic Industry (MINBAS). This group also provides technical information for the production of these drugs. Isolated from the West by the US embargo, Cuba developed the successful lung cancer vaccine, Cimavax, which is now available to US researchers for the first time, along with other novel Cuban cancer treatments. The vaccine has been available for free to the Cuban population since 2011. According to Roswell Park Comprehensive Cancer Center CEO Candace Johnson: "They've had to do more with less, so they've had to be even more innovative with how they approach things. For over 40 years, they have had a preeminent immunology community." During the thaw in Cuba–U.S. relations starting in December 2014 under the Obama administration, a growing number of U.S. lung cancer patients traveled to Cuba to receive vaccine treatment. The end of the thaw under the Trump Administration has resulted in a tightening of travel restrictions, making it harder for U.S. citizens to travel to Cuba for treatment.In 2015, Cuba became the first country to eradicate mother-to-child transmission of HIV and syphilis, a milestone hailed by the World Health Organization as "one of the greatest public health achievements possible".
=== Largest cities ===
== Media ==
ETECSA opened 118 cybercafes across the country in 2013. The government of Cuba provides an online encyclopedia website called EcuRed that operates in a "wiki" format. Internet access is controlled, and e-mail is closely monitored.Since 2018, access to Internet by mobile data is available. In 2019, 7.1 million Cubans could access the Internet. The prices of connections, since WiFi zones, or mobile data, or from houses through "Nauta Hogar" service have been decreasing, especially since the economic reform of January 2021, when all the salaries increased by at least 5 times, and the prices of Internet remain in the same point. In 2021, it was reported that 7.7 million Cuban people have Internet access. There were 6.14 million mobile connections in Cuba in January 2021.
== Culture ==
Cuban culture is influenced by its melting pot of cultures, primarily those of Spain, Africa and the indigenous Taínos of Cuba. After the 1959 revolution, the government started a national literacy campaign, offered free education to all and established rigorous sports, ballet, and music programs.
=== Cuisine ===
Cuban cuisine is a fusion of Spanish and Caribbean cuisines. Cuban recipes share spices and techniques with Spanish cooking, with some Caribbean influence in spice and flavor. Food rationing, which has been the norm in Cuba for the last four decades, restricts the common availability of these dishes. The traditional Cuban meal is not served in courses; all food items are served at the same time.
The typical meal could consist of plantains, black beans and rice, ropa vieja (shredded beef), Cuban bread, pork with onions, and tropical fruits. Black beans and rice, referred to as moros y cristianos (or moros for short), and plantains are staples of the Cuban diet. Many of the meat dishes are cooked slowly with light sauces. Garlic, cumin, oregano, and bay leaves are the dominant spices.
=== Literature ===
Cuban literature began to find its voice in the early 19th century. Dominant themes of independence and freedom were exemplified by José Martí, who led the Modernist movement in Cuban literature. Writers such as Nicolás Guillén and José Z. Tallet focused on literature as social protest. The poetry and novels of Dulce María Loynaz and José Lezama Lima have been influential. Romanticist Miguel Barnet, who wrote Everyone Dreamed of Cuba, reflects a more melancholy Cuba.Alejo Carpentier was important in the magic realism movement. Writers such as Reinaldo Arenas, Guillermo Cabrera Infante, and more recently Daína Chaviano, Pedro Juan Gutiérrez, Zoé Valdés, Guillermo Rosales and Leonardo Padura have earned international recognition in the post-revolutionary era, though many of these writers have felt compelled to continue their work in exile due to ideological control of media by the Cuban authorities. However, several Cuban writers continue living and writing in Cuba, including Miguel Barnet, Nancy Morejón, Marta Rojas, Fina García Marruz, and Carilda Oliver Labra.
=== Music ===
Cuban music is very rich and is the most commonly known expression of Cuban culture. The central form of this music is son, which has been the basis of many other musical styles like "Danzón de nuevo ritmo", mambo, cha-cha-chá and salsa music. Rumba ("de cajón o de solar") music originated in the early Afro-Cuban culture, mixed with Spanish elements of style. The Tres was invented in Cuba from Spanish cordophone instruments models (the instrument is actually a fusion of elements from the Spanish guitar and lute). Other traditional Cuban instruments are of African origin, Taíno origin, or both, such as the maracas, güiro, marímbula and various wooden drums including the mayohuacán.
Popular Cuban music of all styles has been enjoyed and praised widely across the world. Cuban classical music, which includes music with strong African and European influences, and features symphonic works as well as music for soloists, has received international acclaim thanks to composers like Ernesto Lecuona. Havana was the heart of the rap scene in Cuba when it began in the 1990s. In December 2012, the director of the Cuban Music Institute, Orlando Vistel, threatened to bar sexually explicit songs and music videos from public radio and television.Recognized Cuban artists include Los Van Van orchestra, known as "the music machinery of Cuba", pianists Chucho Valdés and Frank Fernández (the latter won the Golden title at the Tchaikovsky Conservatory), and Omara Portuondo, member of the Buena Vista Social Club. Many Cuban artists have won Grammy Awards. Between the youth, Buena Fe is a popular group.
=== Dance ===
Cuban culture encompasses a wide range of dance forms. Danzón was the official musical genre and dance of Cuba. Mambo music and dance developed originally in Cuba, with further significant developments by Cuban musicians in Mexico and the US. The cha-cha-cha is another dance of Cuban origin, while the Cuban bolero originated in Santiago de Cuba in the last quarter of the 19th century. Concert dance is supported by the government and includes internationally renowned companies such as the Ballet Nacional de Cuba.Salsa dancing originated in Cuba and Cuban salsa is danced around the world.
=== Sports ===
Due to historical associations with the United States, many Cubans participate in sports that are popular in North America, rather than sports traditionally played in other Latin American nations. Baseball is the most popular. Other popular sports include volleyball, boxing, athletics, wrestling, basketball and water sports. Cuba is a dominant force in amateur boxing, consistently achieving high medal tallies in major international competitions. Boxers Rances Barthelemy and Erislandy Lara defected to the U.S. and Mexico respectively. Cuba also provides a national team that competes in the Olympic Games. Jose R. Capablanca was a Cuban world chess champion from 1921 to 1927.
== See also ==
Index of Cuba-related articles
Outline of Cuba
List of islands of Cuba
The Cuba Libre Story
List of Caribbean islands
== Notes ==
== References ==
== Bibliography ==
== External links ==
Official site of the Government of Cuba (in Spanish)
Cuba from University of Colorado Boulder Libraries
Cuba. The World Factbook. Central Intelligence Agency.
Key Development Forecasts for Cuba from International Futures
Cuba at Curlie
Wikimedia Atlas of Cuba
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National Park Service
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The National Park Service (NPS) is an agency of the United States federal government within the U.S. Department of the Interior that manages all national parks, most national monuments, and other natural, historical, and recreational properties with various title designations. The U.S. Congress created the agency on August 25, 1916, through the National Park Service Organic Act. It is headquartered in Washington, D.C., within the main headquarters of the Department of the Interior.
The NPS employs approximately 20,000 people in 425 individual units covering over 85 million acres (0.34 million km2) in all 50 states, the District of Columbia, and U.S. territories. As of 2019, they had more than 279,000 volunteers. The agency is charged with a dual role of preserving the ecological and historical integrity of the places entrusted to its management while also making them available and accessible for public use and enjoyment.
== History ==
Yellowstone National Park was created as the first national park in the United States. In 1872, there was no state government to manage it (The state of Wyoming did not exist at that time), so the federal government assumed direct control. National parks and national monuments in the United States were originally individually managed under the auspices of the Department of the Interior. Artist George Catlin, during an 1832 trip to the Dakotas, was perhaps the first to suggest a novel solution to this fast-approaching reality. Indian civilization, wildlife, and wilderness were all in danger, wrote Catlin, unless they could be preserved "by some great protecting policy of government...in a magnificent park.... A nation's Park, containing man and beast, in all the wild[ness] and freshness of their nature's beauty!"The movement for an independent agency to oversee these federal lands was spearheaded by business magnate and conservationist Stephen Mather.With the help of journalist Robert Sterling Yard, Mather ran a publicity campaign for the Department of the Interior. They wrote numerous articles that praised the scenic and historic qualities of the parks and their possibilities for educational, inspirational, and recreational benefits.This campaign resulted in the creation of the NPS. On August 25, 1916, President Woodrow Wilson signed the National Park Service Organic Act that mandated the agency "to conserve the scenery and the natural and historic objects and wildlife therein, and to provide for the enjoyment of the same in such manner and by such means as will leave them unimpaired for the enjoyment of future generations". Mather became the first director of the newly formed NPS.On March 3, 1933, President Herbert Hoover signed the Reorganization Act of 1933. The act gave the president the authority to transfer national monuments from one governmental department to another. Later that summer, the new president, Franklin D. Roosevelt, made use of this power after NPS Deputy Director Horace M. Albright suggested that the NPS, rather than the War Department should manage historic American Civil War sites.President Roosevelt agreed and issued two executive orders to implement the reorganization. These two executive orders transferred to the NPS all of the War Department's historic sites as well as national monuments that the Department of Agriculture had managed and parks in and around Washington, D.C. that an independent federal office had previously operated.The demand for parks after the end of the World War II left the parks overburdened with demands that the NPS could not meet. In 1951, Conrad Wirth became director of the NPS and began to bring park facilities up to the standards that the public was expecting.In 1952, with the support of President Dwight D. Eisenhower, Wirth began Mission 66, a ten-year effort to upgrade and expand park facilities for the 50th anniversary of the Park Service. New parks were added to preserve unique resources and existing park facilities were upgraded and expanded.In 1966, as the Park Service turned 50 years old, emphasis began to turn from just saving great and wonderful scenery and unique natural features to making parks accessible to the public. Director George Hartzog began the process with the creation of the National Lakeshores and then National Recreation Areas.
=== Resource stewardship policies ===
==== 1963: The Leopold Report ====
A 1963 report titled "Wildlife Management in the National Parks" was prepared by a five-member advisory board on Wildlife Management, appointed by United States Secretary of the Interior Stewart Udall. This report came to be referred to in later years for its chairman and principal author, A. Starker Leopold. The Leopold Report was just fourteen pages in length, but it set forth ecosystem management recommendations that would guide parks policy until it was revisited in 2012.
The Leopold Report was the first concrete plan for managing park visitors and ecosystems under unified principles. Park management issues and controversies addressed in this report included the difficulties of managing elk populations in Yellowstone National Park and how "overprotection from natural ground fires" in California's Sequoia National Park, Kings Canyon National Park, and Yosemite National Park had begun to threaten groves of Giant Sequoia with catastrophic wildfires. The report also established an historical baseline that read, "The goal of managing the national parks and monuments should be to preserve, or where necessary to recreate, the ecologic scene as viewed by the first European visitors." This baseline would guide ecological restoration in national parks until a climate change adaptation policy, "Resist-Adapt-Direct," was established in 2021.
==== 2012: Revisiting Leopold: Resource Stewardship in the National Parks ====
National Parks director Jonathan Jarvis charged the twelve-member NPS Advisory Board Science Committee to take a fresh look at the ecological issues and make recommendations for updating the original Leopold Report. The committee published their 23-page report in 2012, titled, "Revisiting Leopold: Resource Stewardship in the National Parks." The report recommended that parks leadership "manage for change while confronting uncertainty."
"... New and emerging scientific disciplines — including conservation biology, global change science, and genomics — along with new technological tools like high-resolution remote sensing can provide significant information for constructing contemporary tactics for NPS stewardship. This knowledge is essential to a National Park Service that is science-informed at all organizational levels and able to respond with contemporary strategies for resource management and ultimately park stewardship."
==== 2021: Resist-Accept-Direct (RAD): A Framework for the 21st-century Natural Resource Manager ====
The "Revisiting Leopold" report mentioned climate change three times and "climate refugia" once, but it did not prescribe or offer any management tactics that could help parks managers with the problems of climate change. Hence, the 2021 report specific to the need for climate adaptation: "Resist-Accept-Direct (RAD): A Framework for the 21st-century Natural Resource Manager." This "Natural Resource Report" has ten authors. Among them are four associated with the U.S. National Park Service, three with the U.S. Fish and Wildlife Service, and two with the U.S. Geological Survey — all of which are government agencies within the U.S. Department of Interior.
The report's Executive Summary, points to "intensifying global change."
"... The convention of using baseline conditions to define goals for today's resource management is increasingly untenable, presenting practical and philosophical challenges for managers. As formerly familiar ecological conditions continue to change, bringing novelty, surprise, and uncertainty, natural resource managers require a new, shared approach to make conservation decisions.... The RAD (Resist-Accept-Direct) decision framework has emerged over the past decade as a simple tool that captures the entire decision space for responding to ecosystems facing the potential for rapid, irreversible ecological change."
Here, the iconic species of Joshua Tree National Park is a leading example.
The three RAD options are:
Resist the trajectory of change, by working to maintain or restore ecosystem processes, function, structure, or composition based upon historical or acceptable current conditions.
Accept the trajectory of change, by allowing ecosystem processes, function, structure, or composition to change, without intervening to alter their trajectory.
Direct the trajectory of change, by actively shaping ecosystem processes, function, structure, or composition towards desired new conditions.The "Resist-Accept-Direct" Framework is described in an October 2021 paper published in Frontiers in Ecology and the Environment. Twenty researchers from federal and state agencies and universities collaborated in this effort, which included short case studies of where and how this framework has already been applied. They conclude, "As more ecosystems pass beyond the point of feasible resistance, managers will actively need to decide whether to accept changes or direct changes toward desired outcomes."
== National Park System ==
The National Park System includes all properties managed by the National Park Service, which have a wide variety of titles or designations. The system as a whole is considered to be a national treasure of the United States, and some of the more famous national parks and monuments are sometimes referred to as "crown jewels".The system encompasses approximately 85.1 million acres (0.344 million km2), of which 2.6 million acres (0.011 million km2) remain in private ownership. The largest unit is Wrangell–St. Elias National Park and Preserve, Alaska. At 13,200,000 acres (53,000 km2), it is over 16 percent of the entire system. The smallest unit in the system is Thaddeus Kosciuszko National Memorial, Pennsylvania, at 0.02 acre (80 m2).
In addition to administering its units and other properties, the NPS also provides technical and financial assistance to several affiliated areas authorized by Congress. The largest affiliated area is New Jersey Pinelands National Reserve at 1,164,025 acres (4711 km2). The smallest is Benjamin Franklin National Memorial at less than 0.01 acres (40 m2).
While there are laws generally covering all units of the National Park System, they are subject to management policies of individual pieces of authorizing legislation or, in the case of national monuments created under the Antiquities Act, Executive Order. For example, because of provisions within their enabling legislation, Congaree National Park is almost entirely wilderness area devoid of development, yet Yosemite allows unique developments such as the Badger Pass Ski Area and the O'Shaughnessy Dam within its boundaries. Such irregularities would not be found in other parks unless specifically provided for with exceptions by the legislation that created them.
=== Holdings ===
For current specifics and a multitude of information, see the Quick Facts section of the NPS website.
=== Criteria ===
Most NPS units have been established by an act of Congress, with the president confirming the action by signing the act into law. The exception, under the Antiquities Act, allows the president to designate and protect areas as national monuments by executive order. Regardless of the method used, all parks are to be of national importance.A potential park should meet all four of the following standards:
It is an outstanding example of a particular type of resource.
It possesses exceptional value or quality in illustrating or interpreting the natural or cultural themes of the nation's heritage.
It offers superlative opportunities for recreation, for public use and enjoyment, or for scientific study.
It retains a high degree of integrity as a true, accurate, and relatively unspoiled example of the resource.Before creation of a new unit, Congress typically directs the NPS to conduct a special resource study of a site to determine its national significance and suitability to be part of the National Park System.
=== Nomenclature ===
The NPS uses over 20 different titles for the park units it manages, including national park and national monument.
National parks preserve nationally and globally significant scenic areas and nature reserves.
National monuments preserve a single unique cultural or natural feature. Devils Tower National Monument was the first in 1906. While the National Park Service holds the most national monuments, a monument may be managed or co-managed by a different entity such as the Bureau of Land Management or the Forest Service.
National preserves are for the protection of certain resources and operate similar to many National Parks, but allow limited resource extraction. Activities like hunting, fishing, and some mining may be allowed depending on the site. Big Cypress National Preserve and Big Thicket National Preserve were created in 1974 as the first national preserves.
National reserves are similar to national preserves, but the operational authority can be placed with a state or local government. New Jersey Pinelands National Reserve was the first to be established in 1978.National historic sites protect a significant cultural resource that is not a complicated site.
National historical parks are larger areas with more complex subjects. Historic sites may also be protected in other unit types.
National military parks, battlefield parks, battlefield sites, and battlefields preserve areas associated with military history. The different designations reflect the complexity of the event and the site. Many of the sites preserve important Revolutionary War battles and Civil War battlefields. Military parks are the sites of larger actions, such as Chickamauga and Chattanooga National Military Park, Vicksburg National Military Park, Gettysburg National Military Park, and Shiloh National Military Park—the original four from 1890.
Examples of battlefield parks, battlefield sites, and national battlefields include Richmond National Battlefield Park, Brices Cross Roads National Battlefield Site, and Antietam National Battlefield.
National memorials are areas that officially memorialize a person or event, though unlike a National Historical Site, may or may not be placed at a specific historical location. Several national memorials are on the National Mall, such as the Washington Monument and Lincoln Memorial.
National seashores and national lakeshores offer preservation of the national coast line, while supporting water–based recreation. Cape Hatteras National Seashore was created in 1937. Indiana Dunes National Lakeshore and Pictured Rocks National Lakeshore, created in 1966, were the first national lakeshores.
National rivers and wild and scenic riverways protect free-flowing streams over their length. The riverways may not be altered with dams, channelization, or other changes. Recreational pursuits are encouraged along the waterways. Ozark National Scenic Riverways was established in 1964.
National recreation areas originally were units surrounding reservoirs impounded by dams built by other federal agencies, the first being Lake Mead National Recreation Area. Some national recreation areas are in urban centers, such as Gateway National Recreation Area and Golden Gate National Recreation Area, which encompass significant cultural as well as natural resources.
The National Trails System preserves long-distance routes across America. The system was created in 1968 and consists of two major components: National scenic trails are long-distance trails through some of the most scenic parts of the country. They received official protection in 1968. The Appalachian Trail is the best known. National historic trails commemorate the routes of major historic events. Some of the best known are the Trail of Tears, the Mormon Trail, and the Santa Fe Trail. These trails are administered by several federal agencies.
=== Special designations ===
Wilderness areas are part of the National Wilderness Preservation System, which consists of federally managed lands that are of a pristine condition, established by the Wilderness Act (Public Law 88-577) in 1964. The National Wilderness Preservation System originally created hundreds of wilderness zones within already protected federally administered property, consisting of over 9 million acres (36,000 km2).
Marine Protected Areas (MPAs) began with Executive Order 13158 in May 2000, when official MPAs were established for the first time. The initial listing of U.S. areas was presented in 2010, consisting of areas already set aside under other legislation. The NPS has 19 park units designated as MPAs.
== Visitation ==
The National Park System received over 327 million recreation visits in 2019. Park visitation grew 64 percent between 1979 and 2015.The 10 most-visited units of the National Park System handle over 30 percent of the overall visits. The top 10 percent of parks (41) handle 61.9 percent of all visits, leaving the remaining more than 380 units to accommodate 38.1 percent of visits. (Note that only 380 sites recorded visitors during 2021 due to COVID-19-related closures).
=== Entrance fees ===
Most areas of the National Park System do not charge entrance fees and are completely supported by tax dollars, although some of the most popular areas do charge entrance fees. Fees vary site to site and are charged either on a per-vehicle or per-person basis, with most passes valid for 7 days. The America the Beautiful Pass series waives the per-vehicle fee or per-person fee for the holder and up to 3 other adults (children age 15 and younger are admitted for free at most sites). Annual passes for single areas are also available for those who visit the same site often.
=== Overnight stays ===
Over 15 million visitors spent a night in one of the national park units during 2015. The largest number (3.68 million) were tent campers. The second largest group (3.38 million) stayed in one of the lodges, followed by miscellaneous stays (on boats, group sites—2.15 million). The last three groups of over-night visitors included RV campers (2.26 million), backcountry campers (2.02 million) and users of the concession-run campgrounds (1.42 million).
== Budget ==
In 2019, the NPS had an annual budget of $4.085 billion and an estimated $12 billion maintenance backlog. On August 4, 2020, the Great American Outdoors Act was signed into law reducing the $12 billion maintenance backlog by $9.5 billion over a 5-year period beginning in FY 2021.The NPS budget is divided into two primary areas, discretionary and mandatory spending. Within each of these areas, there are numerous specific purposes to which Congress directs the services activities.The NPS budget includes discretionary spending which is broken out into two portions: the direct operations of the National Parks and the special initiatives. Listed separately are the special initiatives of the service for the year specified in the legislation. During fiscal year 2010, the service was charged with five initiatives. They include: stewardship and education; professional excellence; youth programs; climate change impacts; and budget restructure and realignment.
=== Discretionary spending ===
Discretionary spending includes the Operations of the National Parks (ONPS), from which all park operations are paid. The United States Park Police funds cover the high-profile law enforcement operations at some of the large parks, including Gateway National Recreation Area, Golden Gate National Recreation Area, and the National Mall. The National Recreation and Preservation Program and the Urban Park and Recreation Fund are outreach programs to support state and local outdoor recreational activities.The ONPS section of the budget is divided into six operational areas. These areas include:
==== Resource stewardship ====
These are funds and people directed towards the restoration, preservation, and maintenance of natural and cultural resources. The resource staff includes biologists, geologists, archeologists, preservation specialists and a variety of specialized employees to restore and preserve cultural buildings or natural features.
==== Visitor services ====
The NPS allocates funds obtained from its visitor services for use in public programs and for educational programs for the general public and school groups. Park rangers trained in providing walks, talks, and educational programs to the public frequently conduct such programs. Media specialists prepare exhibits along trails, roads and in visitor contact facilities, as well as written brochures and web-sites.
==== Park protection ====
This includes the staff responding to visitor emergencies (criminal, medical, search and rescue), and the protection of the park's natural and cultural resources from damage by those persons visiting the park. The staff includes law enforcement rangers, park police, lifeguards, criminal investigators, and communication center operators.
==== Facility maintenance and operations ====
This is the cost of maintaining the necessary infrastructure within each park that supports all the services provided. It includes the plows and heavy equipment for road clearing, repairs and construction. There are buildings, trails, roads, docks, boats, utility pipes and wires, and a variety of hidden systems that make a park accessible by the public. The staff includes equipment operators, custodians, trail crews, electricians, plumbers, engineers, architects, and other building trade specialists.
==== Park support ====
This is the staff that provides for the routine logistical needs of the parks. There are human resource specialists, contracting officers, property specialists, budget managers, accountants and information technology specialists.
==== External administrative costs ====
The NPS pays external administrative costs to outside organizations that provide the logistical support that the NPS needs to operate its facilities. These costs include rent payments to the General Services Administration for building space, postage payments to the postal machine vendor and other direct payments.
=== Land and Water Conservation Fund ===
The Land and Water Conservation Fund (LWCF) supports Land Acquisition and State Conservation Assistance (SCA) grant programs. In 2010, the LWCF began an incremental process to fully fund its programs at a total cost of $900 million. The Department of the Interior and the United States Forest Service use these funds to purchase critical lands to protect existing public lands.
The LWCF also issues grants to States and local jurisdictions to preserve and protect Civil War battlefield sites that are not part of the national park system. The SCA program distributes funds for land preservation to individual states.
=== Historic Preservation Fund ===
The National Historic Preservation Act of 1966 set the federal vision for historic preservation in the United States. To support the vision and framework laid out in this act, the Historic Preservation Fund (HPF) was established in 1977 to provide financial assistance to, originally, states, to carry out activities related to preservation. Funding is provided from Outer Continental Shelf oil and gas lease revenues, not tax dollars, and an amount is appropriated annually by Congress. Awards from the HPF are made to States, Tribes, Territories, local governments, and non-profits. Two specific programs include the Save America's Treasures and the Preserve America. The Historic Preservation Offices makes grants available to the States, territories, and tribal lands. To honor the 250th anniversary of the United States, Congress authorized the Semiquincentennial Grant in 2020 to support the preservation of State owned sites and structures listed on the National Register of Historic Places that commemorate the founding of the nation.
=== Economic benefits ===
The NPS affects economies at national, state, and local levels. According to a 2011 Michigan State University report prepared for the NPS, for each $1 invested in the NPS, the American public receives $4 in economic value. In 2011, national parks generated $30.1 billion in economic activity and 252,000 jobs nationwide. Thirteen billion of that amount went directly into communities within 60 miles of a NPS unit.
In a 2017 study, the NPS found that 331 million park visitors spent $18.2 billion in local areas around National Parks across the nation. This spending helped support 306,000 jobs. The NPS expenditures supported $297 million in economic output in Missouri alone.
== Concessions ==
In an effort to increase visitation and allow for a larger audience to enjoy national park land, the NPS has numerous concession contracts with private businesses to bring recreation, resorts and other compatible amenities to their parks. NPS lodging opportunities exist at places such as the Wawona Hotel in Yosemite National Park and the Fort Baker Retreat and Conference Center in Golden Gate National Recreation Area.
Adaptive reuses like those at Fort Baker, have raised some controversy from concerns about the historical integrity of these buildings, after extensive renovations and whether such alterations fall within the spirit and/or the letter of the preservation laws they are protected by.
Delaware North Corporation at Yosemite National Park, Yellowstone National Park, South Rim Grand Canyon National Park.
Forever Resorts at Big Bend National Park, Blue Ridge Parkway, Badlands National Park, North Rim of Grand Canyon National Park, Olympic National Park, Lake Mead National Recreation Area, Mammoth Cave National Park, Isle Royale National Park, and Rocky Mountain National Park.
Xanterra Parks & Resorts at Bryce Canyon National Park, Crater Lake National Park, Death Valley National Park, South Rim Grand Canyon National Park, Mount Rushmore National Memorial, Painted Desert at Petrified Forest National Park, Yellowstone National Park, and Zion National Park.
=== Litigation with Delaware North ===
In 2015, Delaware North sued the NPS in the United States Court of Claims for breach of contract, alleging that the NPS had undervalued its trademarks of the names of iconic Yosemite National Park concession facilities. The NPS estimated the value of the intangible assets including the names "Ahwahnee", "Badger Pass", "Curry Village", and "Yosemite Lodge" at $3.5 million. Delaware North lost the contract, and asserted that the historic names were worth $51 million and maintained that the incoming concessioner had to be paid that amount.The Justice Department and the NPS asserted that this was an "improper and wildly inflated" value. Rather than pay Delaware North's demanded valuation, in January 2016 the NPS instead opted to rename the famous landmarks, effective in March. The Ahwahnee Hotel is slated to become The Majestic Yosemite Hotel, Curry Village will become Half Dome Village, and the Wawona Hotel will become Big Trees Lodge. Widespread public outcry focused on Delaware North's decision to claim ownership of names within a national park. The names were restored in 2019 upon settlement of the dispute.
=== Bookstores ===
At many Park Service sites a bookstore is operated by a non-profit cooperating association. The largest example is Eastern National, which runs bookstores in 30 states with 178 stores.
Eastern National
Western National Park AssociationPark specific:
Crater Lake Natural History Association
Cuyahoga Valley National Park Association
Devils Tower Natural History Association Bookstore
Kennesaw Mountain Historical Association
Oregon Caves Natural History Association
Yellowstone Forever
Yosemite Conservancy
== Offices ==
The national headquarters is located in the Main Interior Building, 1849 C Street NW, several blocks southwest of the White House. The central office is composed of eleven directorates: director/deputy directors; business services; workforce management; chief information officer; cultural resources; natural resource stewardship and science; office of the comptroller; park planning, facilities and lands; partnerships and visitor experience; visitor and resource protection; and the United States Park Police.Regional offices are in Anchorage, Atlanta, Lakewood, CO (Denver), Omaha, NE, Philadelphia, San Francisco and Seattle. The headquarters building of the National Park Service Southwest Regional Office is architecturally significant and is designated a National Historic Landmark.
The NPS is an operating unit of the U.S. Department of the Interior. The NPS director is nominated by the president of the United States and confirmed by the United States Senate. The director is supported by six senior executives.
These executives manage national programs, policy, and budget from the Washington, DC, headquarters. Under the deputy director of operations are seven regional directors, who are responsible for national park management and program implementation. Together this group is called the National Leadership Council.
== Staff and volunteers ==
=== Directors ===
List of National Park Service directors:
=== Employees ===
By the mid-1950s, the primary employees of the service were the park rangers, who had broad responsibilities on the parks' behalf. They cleaned up trash, operated heavy equipment, fought fires, managed traffic, cleared trails and roads, provided information to visitors, managed museums, performed rescues, flew aircraft, and investigated crime.The NPS employs many kinds of workers:
National Park Service Ranger
Interpreter
Law enforcement
Park management (Superintendent/Deputy)
United States Park Police
Emergency management (Emergency medical providers, search and rescue specialists)
Lifeguards
Dispatchers
Maintenance (including carpenters, plumbers, masons, laborers, auto mechanics, motor vehicle operators, heavy equipment operators, electricians)
Park planning
Architects, engineers, and landscape architects
Resource management (including archeologist, biologist, botanist, aquatics, soil scientist, geologist)
History (curators, historians, preservation technicians, historic architects, archivists)
Fire management (managers, weather specialist, firefighters, engine captains, crew superintendents, battalion chiefs)
Public Affairs
Administration (human resources, finance, accountants, information technology, budgeting, concessions management)Locations are varied. Parks exist in the nation's larger cities like New York City (Federal Hall Memorial National Historic Site), Atlanta (Martin Luther King, Jr. National Historic Site), and San Diego (Cabrillo National Monument) to some of the remotest areas of the continent like Hovenweep National Monument in southeastern Utah, to Aniakchak National Monument in King Salmon, Alaska.
=== Volunteers-In-Parks (VIP) ===
The Volunteers-In-Parks program was authorized in 1969 by the Volunteers in the Parks Act of 1969. for the purpose of allowing the public to serve in the nations parks providing support and skills for their enhancement and protection.Volunteers come from all walks of life and include professionals, artists, laborers, homemakers and students, performing varied duties. Many come from surrounding communities and some travel significant distances. In a 2005 annual report, the NPS reported that,
...137,000 VIPs contributed 5.2 million hours of service (or 2500 FTEs) valued at $91,260,000 based on the private sector value figure of $17.55 as used by AARP, Points of Light Foundation, and other large-scale volunteer programs including many federal agencies. There are 365 separate volunteer programs throughout the NPS. Since 1990, the number of volunteers has increased an average of 2% per year.
FTE stands for full-time equivalent (one work year). In 2012, the National Park Service reported that over 221,000 volunteers contributed about 6.4 million hours annually.Additionally, other types of volunteers also conduct offsite NPS public outreach and education, such as the Trails & Rails program guides on board certain segments of long-haul Amtrak routes, who offer passengers insights to the travel area's natural resources and heritage.
=== Artist-In-Residence ===
Across the nation, there are special opportunities for artists (visual artists, photographers, sculptors, performers, writers, composers, and crafts) to live and work in a park. Twenty-nine parks currently participate in the Artist-In-Residence program.
=== United States Park Rangers ===
Law enforcement rangers, or protection rangers, are uniformed federal law enforcement officers with broad authority to enforce federal and state laws within NPS sites. The NPS commonly refers to law enforcement operations in the agency as visitor and resource protection.
In NPS units, law enforcement rangers are the primary police agency. The NPS also employs special agents who conduct more complex criminal investigations. Rangers and agents receive extensive police training at the Federal Law Enforcement Training Center and annual in-service and regular firearms training.
=== United States Park Police ===
The United States Park Police (USPP) is the oldest uniformed federal law enforcement agency in the United States. It functions as a full service law enforcement agency with responsibilities and jurisdiction in those NPS areas primarily located in the Washington, D.C. Parks,San Francisco, and New York City Parks areas.
In addition to performing the normal crime prevention, investigation, and apprehension functions of an urban police force, the park police are responsible for policing many of the famous monuments in the United States and share law enforcement jurisdiction in all lands administered by the service with a force of national park rangers tasked with the same law enforcement powers and responsibilities.
=== Youth programs ===
The NPS partners with a variety of youth oriented programs. The oldest serving group is the Student Conservation Association (SCA). It was established in 1957, committed to conservation and preservation. The SCA's goal is to create the next generation of conservation leaders.
SCA volunteers work through internships, conservation jobs, and crew experiences. Volunteers conduct resource management, historic preservation, cultural resources and conservation programs to gain experience, which can lead to career development and further educational opportunities. The SCA places volunteers in more than 350 national park units and NPS offices each year.The Corps Network, formerly known as the National Association for Service and Corps (NASCC), represents 136 Service and Conservation Corps. These groups have programs in 42 states and the District of Columbia. Corpsmembers are between the ages of 16–25. Service and Conservation Corps are direct descendants of the Civilian Conservation Corps (CCC) of the 1930s that built park facilities in the national parks and other public parks around the country. The Corps Network was established in 1985.
The Youth Conservation Corps (ages 15–18) brings young people into a park to restore, preserve and protect a natural, cultural, or historical resources. Enrollees are paid for their work.
Public Land Corps (ages 16–25) is a job helping to restore, protect, and rehabilitate a local national parks. The enrollees learn about environmental issues and the parks.
== Special divisions ==
Other special NPS divisions include the Archeology Program, Historic American Buildings Survey, National Register of Historic Places, National Natural Landmarks, the Rivers, Trails and Conservation Assistance Program, the Challenge Cost Share Program, the Federal Lands to Parks, the Hydropower Relicensing Program, the Land and Water Conservation Fund, the National Trails System, the Partnership Wild and Scenic Rivers Program, and the Natural Sounds and Night Skies Division.
=== Centers ===
The NPS operates four archeology-related centers: Harpers Ferry Center in Harpers Ferry, West Virginia, the Midwest Archeological Center in Lincoln, Nebraska, the Southeast Archeological Center in Tallahassee, Florida and the Western Archeological and Conservation Center in Tucson, Arizona. The Harpers Ferry Center specializes in interpretive media development and object conservation. The other three focus to various degrees on archaeological research and museum object curation and conservation.
National Park Service training centers include the Horace Albright Training Center, Grand Canyon; Stephen Mather Training Center, Harpers Ferry, West Virginia; Historic Preservation Training Center, Frederick, Maryland and Capital Training Center, Washington, D.C.
The Submerged Resources Center is the unit responsible for inventory and evaluation of submerged resources throughout the National Park system. The SRC is based out of the Intermountain Region's headquarters in Lakewood, Colorado.The National Center for Preservation Technology and Training, located in Natchitoches, Louisiana, conducts research and training in the fields of archeology, architecture, landscape architecture and materials conservation.
=== Preservation Programs ===
The oldest federal preservation program, the Historic American Buildings Survey/Historic American Engineering Record (HABS/HAER), produces graphic and written documentation of historically significant architectural, engineering and industrial sites and structures. Dating from 1934, the Historic American Buildings Survey (HABS) was chartered to document historic architecture—primarily houses and public buildings—of national or regional significance. Originally a New Deal employment/preservation program, after World War II, HABS employed summer teams of advanced undergraduate and graduate students to carry out the documentation, a tradition followed to this day. Many of the structures they documented no longer exist.
HABS/HAER produces measured drawings, large-format photographs and written histories of historic sites, structures and objects, that are significant to the architectural, engineering and industrial heritage of the U.S. Its 25,000 records are part of the Library of Congress. HABS/HAER is administered by the NPS Washington office and five regional offices.
==== Historic American Buildings Survey ====
In 1933, the NPS established the Historic American Buildings Survey (HABS), based on a proposal by Charles E. Peterson, Park Service landscape architect. It was founded as a make-work program for architects, draftsmen and photographers left jobless by the Great Depression. Guided by field instructions from Washington, D.C., the first recorders were tasked with documenting a representative sampling of America's architectural heritage. After 70 years, there is now an archive of historic architecture. HABS provided a database of primary source material for the then fledgling historic preservation movement.
==== Historic American Engineering Record ====
Recognizing a similar fragility in the national industrial and engineering heritage, the NPS, the Library of Congress and the American Society of Civil Engineers (ASCE) formed the HAER program in 1969, to document nationally and regionally significant engineering and industrial sites. Later, HAER was ratified by the American Society of Mechanical Engineers (ASME), the Institute of Electrical and Electronics Engineers (IEEE), the American Institute of Chemical Engineers (AIChE) and the American Institute of Mining, Metallurgical and Petroleum Engineers (AIME). HAER documentation, in the forms of measured and interpretive drawings, large-format photographs and written histories, is archivally preserved in the Prints and Photographs Division of the Library of Congress, where it is readily available to the public.Historic American Landscapes Survey
With the growing vitality of landscape history, preservation and management, proper recognition for historic American landscape documentation must be addressed. In response to this need, the American Society of Landscape Architects Historic Preservation Professional Interest Group worked with the National Park Service to establish a national program. Hence, in October 2000 the National Park Service permanently established the Historic American Landscapes Survey (HALS) program for the systematic documentation of historic American landscapes.
==== Rivers, Trails and Conservation Assistance Program ====
The NPS Rivers, Trails and Conservation Assistance program is designed to assist local communities and the public in preservation of rivers, trails and greenways. Unlike the mainline National Park Programs, these programs take place on non-federal property at the request of the local community. One of their better known programs is Rails to Trails, where unused railroad right-of-ways are converted into public hiking and biking trails.
==== Japanese American Confinement Sites ====
The National Park Service is responsible for the management and upkeep of several sites where Americans of Japanese descent were forcibly relocated and incarcerated Japanese Americans during World War II between 1942 and 1946 under the order of President Franklin D. Roosevelt. The Japanese American Confinement Sites (JACS) grant program provides funding for applicants that preserve these sites and their memory.
=== National Trails System ===
The National Trails System is a joint mission of the NPS, the Bureau of Land Management and the U.S. Forest Service. It was created in 1968 to establish a system of long-distance National Scenic and National Historic Trails, as well as to recognize existing trails in the states as National Recreation Trails. Several additional trails have been established since 1968, and in 2009 Congress established the first National Geologic Trail.
=== National Heritage Areas ===
National Heritage Areas are a unique blend of natural, cultural, historic, and scenic resources. These are not considered units of the NPS, as they are maintained by state/territorial governments or non-profit organizations (described as local coordinating entities). The National Park Service provides an advisory role and limited technical, planning and financial assistance. Designation of National Heritage Areas is done by an Act of Congress. As of 2021 there are 55 designated heritage areas, some of which cross state lines.
== Initiatives ==
24-hr all Taxa BioBlitz: A joint venture of the National Geographic Society and the NPS. Beginning in 2004, at Rock Creek Parkway, the National Geographic Society and the NPS began a 10-year program of hosting a major biological survey of ten selected national park units. The intent is to develop public interest in the nations natural resources, develop scientific interest in America's youth and to create citizen scientist.
2007: Rock Creek Park, Washington D.C. 661 species
2008: Santa Monica Mountains National Recreation Area, Los Angeles, California. 1,700 species and more pending.
2009: Indiana Dunes National Lakeshore, near Chicago in northern Indiana. 1,716 species and still counting.
2010: Biscayne National Park, Miami, Florida. 810 species were identified during this 24-hr event. As classification continues, more species will be added to the list.
2011: Saguaro National Park, Tucson, Arizona. During the 24 hours, 859 different species were identified, of which more than 400 were previously unknown in the park.
2012: Rocky Mountain National Park, in Estes Park, In August 2012 489 species were identified.
2013: Jean Lafitte National Historical Park and Preserve, in New Orleans. May 17–18, 2013 in the park's Barataria Preserve.
2014: Golden Gate National Recreation Area
2015: Hawai'i Volcanoes National Park
2016: Whiskeytown National Recreation Area, Cabrillo National Monument, Channel Islands National Park, Washington, D.C.
2017: Virgin Islands National Park
Biological Diversity: Biological Diversity is the vast variety of life as identified through species and genetics. This variety is decreasing as people spread across the globe, altering areas to better meet their needs.
Climate Change: Warming of the climate system is unequivocal, as is now evident from observations of increases in global average air and ocean temperatures, widespread melting of snow and ice, and rising global sea levels. (Intergovernmental Panel on Climate Change, 2007).
South Florida Restoration Initiative: Rescuing an Ecosystem in Peril: In partnership with the State of Florida, and the Army Corps of Engineers, the NPS is restoring the physical and biological processes of the South Florida ecosystem. Historically, this ecosystem contained some of the most diverse habitats on earth.
Vanishing Treasures Initiative: Ruins Preservation in the American Southwest: The Vanishing Treasures Initiative began in FY 1998 to reduce threats to prehistoric and historic sites and structures in 44 parks of the Intermountain Region. In 2002, the program expanded to include three parks in the Pacific West Region. The goal is to reduce backlogged work and to bring sites and structures up to a condition where routine maintenance activities can preserve them.
Wetlands: Wetlands includes marshes, swamps, and bogs. These areas and the plants and animals adapted to these conditions spread from the arctic to the equator. The shrinking wetlands provide habitat for fish and wildlife, help clean water and reduce the impact of storms and floods on the surrounding communities.
Wildland Fire: Fires have been a natural part of park eco-systems. Many plants and some animals require a cycle of fire or flooding to be successful and productive. With the advent of human intervention and public access to parks, there are safety concerns for the visiting public.
=== Green Park Plan ===
In September 2010, the NPS released its Climate Change Response Strategy, followed in April 2012 by the Green Parks Plan.
==== Climate Friendly Parks Program ====
The Climate Friendly Parks Program is a subset of the Green Parks Plan. It was created in collaboration between the NPS and the U.S. Environmental Protection Agency. The program is meant to measure and reduce greenhouse gases to help slow the effects of climate change.
Parks in the CFP program create and implement plans to reduce greenhouse gases through reducing energy and water use. Facilities are designed and retrofitted using sustainable materials. Alternative transportation systems are developed to reduce dependency on fossil fuels. Parks in the program offer public education programs about how the parks are already affected.
The CFP program provides climate-friendly solutions to the visiting public, like using clean energy, reducing waste, and making smart transportation choices. The CFP program can provide technical assistance, tools and resources for the parks and their neighboring communities to protect the natural and cultural resources.The large, isolated parks typically generate their own electricity and heat and must do so without spoiling the values that the visitors have come to experience. Pollution is emitted by the vehicles used to transport visitors around the often-vast expanses of the parks. Many parks have converted vehicles to electric hybrids, and substitute diesel/electric hybrid buses for private automobiles. In 2001 it was estimated that replacement with electric vehicles would eliminate 25 TPY emissions entirely.In 2010, the NPS estimated that reducing bottled water could eliminate 6,000 tons of carbon emissions and 8 million kilowatt-hours of electricity every year. The NPS Concessions office voiced concerns about concessions impacts.By 2014, 23 parks had banned disposable water bottles.
In 2015, the International Bottled Water Association stated the NPS was "leaving sugary drinks as a primary alternative", even though the Park Service provides water stations to refill bottles, "encouraging visitors to hydrate for free". The Water Association made the national parks one of its top lobbying targets. In July 2015 Rep. Keith Rothfus added a "last-minute" amendment into Congress's appropriations bill, blocking the NPS from funding or enforcing the program. The NPS discontinued its ban on disposable water bottles in August 2017.
== Related acts ==
== See also ==
=== People ===
==== Individuals ====
Ansel Franklin Hall, first Chief Naturalist and first Chief Forester of the NPS
William Kent (U.S. Congressman), donated early parklands to the government
John F. Lacey, congressman from Iowa
Harry Yount, progenitor of the modern national park ranger
==== Roles ====
National Park People
National Park Ranger
=== Related organizations ===
National Park Foundation
National Parks Conservation Association (NPCA)
=== Other links ===
Alt National Park Service
Land and Water Conservation Fund
National Park Passport Stamps
National Park Service Rustic, style of architecture
National Park Service uniforms
National Park Travelers Club
National Park to Park Highway
US Parks Police
United States Senate Committee on Forest Reservations and the Protection of Game
Wilderness preservation systems in the United States
List of World Heritage Sites in the United States
== References ==
== Sources ==
=== Other sources ===
Gallery of all US National Parks (does not include National Park System units of any other designation)
Gallery of National Park "Welcome" Signs
National Park Service Meeting Notices and Rule Changes from The Federal Register RSS Feed
Records of the National Park Service, including an administrative history and a list of regional offices of the National Park Service up to 1988
National Park Foundation, the Congressionally chartered national charitable partner of America's National Parks
The short film National Parks: An American Legacy (1992) is available for free viewing and download at the Internet Archive.
== External links ==
NPS official website
Photos of Park Rangers over the last 100+ years
National Park Service in the Federal Register
NPS Research Links/Reference Desk
NPS Library Information Center
NPS Focus Digital Library & Research Station
NPS Historic Photograph Collection
NPS B-Roll Video (public domain)
NPS Digital Image Archives (public domain)
NPS Civil War Soldiers and Sailors System (CWSS)
Community Assistance Available from the National Park Service
Criteria for inclusion in the National Park System
Designation of National Park System Units (national monument vs national park, etc.)
National Park System Timeline
The National Parks: America's Best Idea from the National Park Service Archeology Program
National Park Service Records available in the Archival Research Catalog of the National Archives and Records Administration
National Park Service Records available at the National Archives and Records Administration's Atlanta facility
NPS Climate Friendly Parks
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Atlantic Ocean
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The Atlantic Ocean is the second-largest of the world's five oceans, with an area of about 85,133,000 km2 (32,870,000 sq mi). It covers approximately 20% of Earth's surface and about 29% of its water surface area. It is known to separate the "Old World" of Africa, Europe, and Asia from the "New World" of the Americas in the European perception of the World.
Through its separation of Europe, Africa, and Asia from the Americas, the Atlantic Ocean has played a central role in the development of human society, globalization, and the histories of many nations. While the Norse were the first known humans to cross the Atlantic, it was the expedition of Christopher Columbus in 1492 that proved to be the most consequential. Columbus' expedition ushered in an age of exploration and colonization of the Americas by European powers, most notably Portugal, Spain, France, and the United Kingdom. From the 16th to 19th centuries, the Atlantic Ocean was the center of both an eponymous slave trade and the Columbian exchange while occasionally hosting naval battles. Such naval battles, as well as growing trade from regional American powers like the United States and Brazil, both increased in degree during the early 20th century, and while no major military conflicts took place in the Atlantic in the present day, the ocean remains a core component of trade around the world.
The Atlantic Ocean occupies an elongated, S-shaped basin extending longitudinally between Europe and Africa to the east, and the Americas to the west. As one component of the interconnected World Ocean, it is connected in the north to the Arctic Ocean, to the Pacific Ocean in the southwest, the Indian Ocean in the southeast, and the Southern Ocean in the south (other definitions describe the Atlantic as extending southward to Antarctica). The Atlantic Ocean is divided in two parts, by the Equatorial Counter Current, with the North(ern) Atlantic Ocean and the South(ern) Atlantic Ocean split at about 8°N.
== Toponymy ==
The oldest known mentions of an "Atlantic" sea come from Stesichorus around mid-sixth century BC (Sch. A. R. 1. 211): Atlantikôi pelágei (Greek: Ἀτλαντικῷ πελάγει; English: 'the Atlantic sea'; etym. 'Sea of Atlas') and in The Histories of Herodotus around 450 BC (Hdt. 1.202.4): Atlantis thalassa (Greek: Ἀτλαντὶς θάλασσα; English: 'Sea of Atlas' or 'the Atlantic sea') where the name refers to "the sea beyond the pillars of Heracles" which is said to be part of the sea that surrounds all land. In these uses, the name refers to Atlas, the Titan in Greek mythology, who supported the heavens and who later appeared as a frontispiece in Medieval maps and also lent his name to modern atlases. On the other hand, to early Greek sailors and in Ancient Greek mythological literature such as the Iliad and the Odyssey, this all-encompassing ocean was instead known as Oceanus, the gigantic river that encircled the world; in contrast to the enclosed seas well known to the Greeks: the Mediterranean and the Black Sea. In contrast, the term "Atlantic" originally referred specifically to the Atlas Mountains in Morocco and the sea off the Strait of Gibraltar and the North African coast. The Greek word thalassa has been reused by scientists for the huge Panthalassa ocean that surrounded the supercontinent Pangaea hundreds of millions of years ago.
The term "Aethiopian Ocean", derived from Ancient Ethiopia, was applied to the Southern Atlantic as late as the mid-19th century. During the Age of Discovery, the Atlantic was also known to English cartographers as the Great Western Ocean.The pond is a term often used by British and American speakers in reference to the Northern Atlantic Ocean, as a form of meiosis, or ironic understatement. It is used mostly when referring to events or circumstances "on this side of the pond" or "on the other side of the pond", rather than to discuss the ocean itself. The term dates to 1640, first appearing in print in pamphlet released during the reign of Charles I, and reproduced in 1869 in Nehemiah Wallington's Historical Notices of Events Occurring Chiefly in The Reign of Charles I, where "great Pond" is used in reference to the Atlantic Ocean by Francis Windebank, Charles I's Secretary of State.
== Extent and data ==
The International Hydrographic Organization (IHO) defined the limits of the oceans and seas in 1953, but some of these definitions have been revised since then and some are not used by various authorities, institutions, and countries, see for example the CIA World Factbook. Correspondingly, the extent and number of oceans and seas vary.
The Atlantic Ocean is bounded on the west by North and South America. It connects to the Arctic Ocean through the Denmark Strait, Greenland Sea, Norwegian Sea and Barents Sea. To the east, the boundaries of the ocean proper are Europe: the Strait of Gibraltar (where it connects with the Mediterranean Sea – one of its marginal seas – and, in turn, the Black Sea, both of which also touch upon Asia) and Africa.
In the southeast, the Atlantic merges into the Indian Ocean. The 20° East meridian, running south from Cape Agulhas to Antarctica defines its border. In the 1953 definition it extends south to Antarctica, while in later maps it is bounded at the 60° parallel by the Southern Ocean.The Atlantic has irregular coasts indented by numerous bays, gulfs and seas. These include the Baltic Sea, Black Sea, Caribbean Sea, Davis Strait, Denmark Strait, part of the Drake Passage, Gulf of Mexico, Labrador Sea, Mediterranean Sea, North Sea, Norwegian Sea, almost all of the Scotia Sea, and other tributary water bodies. Including these marginal seas the coast line of the Atlantic measures 111,866 km (69,510 mi) compared to 135,663 km (84,297 mi) for the Pacific.Including its marginal seas, the Atlantic covers an area of 106,460,000 km2 (41,100,000 sq mi) or 23.5% of the global ocean and has a volume of 310,410,900 km3 (74,471,500 cu mi) or 23.3% of the total volume of the earth's oceans. Excluding its marginal seas, the Atlantic covers 81,760,000 km2 (31,570,000 sq mi) and has a volume of 305,811,900 km3 (73,368,200 cu mi). The North Atlantic covers 41,490,000 km2 (16,020,000 sq mi) (11.5%) and the South Atlantic 40,270,000 km2 (15,550,000 sq mi) (11.1%). The average depth is 3,646 m (11,962 ft) and the maximum depth, the Milwaukee Deep in the Puerto Rico Trench, is 8,376 m (27,480 ft).
== Biggest seas in Atlantic Ocean ==
Top large seas:
== Bathymetry ==
The bathymetry of the Atlantic is dominated by a submarine mountain range called the Mid-Atlantic Ridge (MAR). It runs from 87°N or 300 km (190 mi) south of the North Pole to the subantarctic Bouvet Island at 54°S. Expeditions to explore the bathymertry of the Atlantic include the Challenger expedition and the German Meteor expedition; as of 2001, Columbia University's Lamont–Doherty Earth Observatory and the United States Navy Hydrographic Office conduct research on the ocean.
=== Mid-Atlantic Ridge ===
The MAR divides the Atlantic longitudinally into two halves, in each of which a series of basins are delimited by secondary, transverse ridges. The MAR reaches above 2,000 m (6,600 ft) along most of its length, but is interrupted by larger transform faults at two places: the Romanche Trench near the Equator and the Gibbs Fracture Zone at 53°N. The MAR is a barrier for bottom water, but at these two transform faults deep water currents can pass from one side to the other.The MAR rises 2–3 km (1.2–1.9 mi) above the surrounding ocean floor and its rift valley is the divergent boundary between the North American and Eurasian plates in the North Atlantic and the South American and African plates in the South Atlantic. The MAR produces basaltic volcanoes in Eyjafjallajökull, Iceland, and pillow lava on the ocean floor. The depth of water at the apex of the ridge is less than 2,700 m (1,500 fathoms; 8,900 ft) in most places, while the bottom of the ridge is three times as deep.The MAR is intersected by two perpendicular ridges: the Azores–Gibraltar Transform Fault, the boundary between the Nubian and Eurasian plates, intersects the MAR at the Azores Triple Junction, on either side of the Azores microplate, near the 40°N. A much vaguer, nameless boundary, between the North American and South American plates, intersects the MAR near or just north of the Fifteen-Twenty Fracture Zone, approximately at 16°N.In the 1870s, the Challenger expedition discovered parts of what is now known as the Mid-Atlantic Ridge, or:
An elevated ridge rising to an average height of about 1,900 fathoms [3,500 m; 11,400 ft] below the surface traverses the basins of the North and South Atlantic in a meridianal direction from Cape Farewell, probably its far south at least as Gough Island, following roughly the outlines of the coasts of the Old and the New Worlds. The remainder of the ridge was discovered in the 1920s by the German Meteor expedition using echo-sounding equipment. The exploration of the MAR in the 1950s led to the general acceptance of seafloor spreading and plate tectonics.Most of the MAR runs under water but where it reaches the surfaces it has produced volcanic islands. While nine of these have collectively been nominated a World Heritage Site for their geological value, four of them are considered of "Outstanding Universal Value" based on their cultural and natural criteria: Þingvellir, Iceland; Landscape of the Pico Island Vineyard Culture, Portugal; Gough and Inaccessible Islands, United Kingdom; and Brazilian Atlantic Islands: Fernando de Noronha and Atol das Rocas Reserves, Brazil.
=== Ocean floor ===
Continental shelves in the Atlantic are wide off Newfoundland, southernmost South America, and north-eastern Europe.
In the western Atlantic carbonate platforms dominate large areas, for example, the Blake Plateau and Bermuda Rise.
The Atlantic is surrounded by passive margins except at a few locations where active margins form deep trenches: the Puerto Rico Trench (8,376 m or 27,480 ft maximum depth) in the western Atlantic and South Sandwich Trench (8,264 m or 27,113 ft) in the South Atlantic. There are numerous submarine canyons off north-eastern North America, western Europe, and north-western Africa. Some of these canyons extend along the continental rises and farther into the abyssal plains as deep-sea channels.In 1922, a historic moment in cartography and oceanography occurred. The USS Stewart used a Navy Sonic Depth Finder to draw a continuous map across the bed of the Atlantic. This involved little guesswork because the idea of sonar is straightforward with pulses being sent from the vessel, which bounce off the ocean floor, then return to the vessel. The deep ocean floor is thought to be fairly flat with occasional deeps, abyssal plains, trenches, seamounts, basins, plateaus, canyons, and some guyots. Various shelves along the margins of the continents constitute about 11% of the bottom topography with few deep channels cut across the continental rise.
The mean depth between 60°N and 60°S is 3,730 m (12,240 ft), or close to the average for the global ocean, with a modal depth between 4,000 and 5,000 m (13,000 and 16,000 ft).In the South Atlantic the Walvis Ridge and Rio Grande Rise form barriers to ocean currents.
The Laurentian Abyss is found off the eastern coast of Canada.
== Water characteristics ==
Surface water temperatures, which vary with latitude, current systems, and season and reflect the latitudinal distribution of solar energy, range from below −2 °C (28 °F) to over 30 °C (86 °F). Maximum temperatures occur north of the equator, and minimum values are found in the polar regions. In the middle latitudes, the area of maximum temperature variations, values may vary by 7–8 °C (13–14 °F).From October to June the surface is usually covered with sea ice in the Labrador Sea, Denmark Strait, and Baltic Sea.The Coriolis effect circulates North Atlantic water in a clockwise direction, whereas South Atlantic water circulates counter-clockwise. The south tides in the Atlantic Ocean are semi-diurnal; that is, two high tides occur every 24 lunar hours. In latitudes above 40° North some east–west oscillation, known as the North Atlantic oscillation, occurs.
=== Salinity ===
On average, the Atlantic is the saltiest major ocean; surface water salinity in the open ocean ranges from 33 to 37 parts per thousand (3.3–3.7%) by mass and varies with latitude and season. Evaporation, precipitation, river inflow and sea ice melting influence surface salinity values. Although the lowest salinity values are just north of the equator (because of heavy tropical rainfall), in general, the lowest values are in the high latitudes and along coasts where large rivers enter. Maximum salinity values occur at about 25° north and south, in subtropical regions with low rainfall and high evaporation.The high surface salinity in the Atlantic, on which the Atlantic thermohaline circulation is dependent, is maintained by two processes: the Agulhas Leakage/Rings, which brings salty Indian Ocean waters into the South Atlantic, and the "Atmospheric Bridge", which evaporates subtropical Atlantic waters and exports it to the Pacific.
=== Water masses ===
The Atlantic Ocean consists of four major, upper water masses with distinct temperature and salinity. The Atlantic Subarctic Upper Water in the northernmost North Atlantic is the source for Subarctic Intermediate Water and North Atlantic Intermediate Water. North Atlantic Central Water can be divided into the Eastern and Western North Atlantic central Water since the western part is strongly affected by the Gulf Stream and therefore the upper layer is closer to underlying fresher subpolar intermediate water. The eastern water is saltier because of its proximity to Mediterranean Water. North Atlantic Central Water flows into South Atlantic Central Water at 15°N.There are five intermediate waters: four low-salinity waters formed at subpolar latitudes and one high-salinity formed through evaporation. Arctic Intermediate Water, flows from north to become the source for North Atlantic Deep Water south of the Greenland-Scotland sill. These two intermediate waters have different salinity in the western and eastern basins. The wide range of salinities in the North Atlantic is caused by the asymmetry of the northern subtropical gyre and the large number of contributions from a wide range of sources: Labrador Sea, Norwegian-Greenland Sea, Mediterranean, and South Atlantic Intermediate Water.The North Atlantic Deep Water (NADW) is a complex of four water masses, two that form by deep convection in the open ocean – Classical and Upper Labrador Sea Water – and two that form from the inflow of dense water across the Greenland-Iceland-Scotland sill – Denmark Strait and Iceland-Scotland Overflow Water. Along its path across Earth the composition of the NADW is affected by other water masses, especially Antarctic Bottom Water and Mediterranean Overflow Water.
The NADW is fed by a flow of warm shallow water into the northern North Atlantic which is responsible for the anomalous warm climate in Europe. Changes in the formation of NADW have been linked to global climate changes in the past. Since human-made substances were introduced into the environment, the path of the NADW can be traced throughout its course by measuring tritium and radiocarbon from nuclear weapon tests in the 1960s and CFCs.
=== Gyres ===
The clockwise warm-water North Atlantic Gyre occupies the northern Atlantic, and the counter-clockwise warm-water South Atlantic Gyre appears in the southern Atlantic.In the North Atlantic, surface circulation is dominated by three inter-connected currents: the Gulf Stream which flows north-east from the North American coast at Cape Hatteras; the North Atlantic Current, a branch of the Gulf Stream which flows northward from the Grand Banks; and the Subpolar Front, an extension of the North Atlantic Current, a wide, vaguely defined region separating the subtropical gyre from the subpolar gyre. This system of currents transport warm water into the North Atlantic, without which temperatures in the North Atlantic and Europe would plunge dramatically.
North of the North Atlantic Gyre, the cyclonic North Atlantic Subpolar Gyre plays a key role in climate variability. It is governed by ocean currents from marginal seas and regional topography, rather than being steered by wind, both in the deep ocean and at sea level.
The subpolar gyre forms an important part of the global thermohaline circulation. Its eastern portion includes eddying branches of the North Atlantic Current which transport warm, saline waters from the subtropics to the north-eastern Atlantic. There this water is cooled during winter and forms return currents that merge along the eastern continental slope of Greenland where they form an intense (40–50 Sv) current which flows around the continental margins of the Labrador Sea. A third of this water becomes part of the deep portion of the North Atlantic Deep Water (NADW). The NADW, in its turn, feeds the meridional overturning circulation (MOC), the northward heat transport of which is threatened by anthropogenic climate change. Large variations in the subpolar gyre on a decade-century scale, associated with the North Atlantic oscillation, are especially pronounced in Labrador Sea Water, the upper layers of the MOC.The South Atlantic is dominated by the anti-cyclonic southern subtropical gyre. The South Atlantic Central Water originates in this gyre, while Antarctic Intermediate Water originates in the upper layers of the circumpolar region, near the Drake Passage and the Falkland Islands. Both these currents receive some contribution from the Indian Ocean. On the African east coast, the small cyclonic Angola Gyre lies embedded in the large subtropical gyre.
The southern subtropical gyre is partly masked by a wind-induced Ekman layer. The residence time of the gyre is 4.4–8.5 years. North Atlantic Deep Water flows southward below the thermocline of the subtropical gyre.
=== Sargasso Sea ===
The Sargasso Sea in the western North Atlantic can be defined as the area where two species of Sargassum (S. fluitans and natans) float, an area 4,000 km (2,500 mi) wide and encircled by the Gulf Stream, North Atlantic Drift, and North Equatorial Current. This population of seaweed probably originated from Tertiary ancestors on the European shores of the former Tethys Ocean and has, if so, maintained itself by vegetative growth, floating in the ocean for millions of years.Other species endemic to the Sargasso Sea include the sargassum fish, a predator with algae-like appendages which hovers motionless among the Sargassum. Fossils of similar fishes have been found in fossil bays of the former Tethys Ocean, in what is now the Carpathian region, that were similar to the Sargasso Sea. It is possible that the population in the Sargasso Sea migrated to the Atlantic as the Tethys closed at the end of the Miocene around 17 Ma. The origin of the Sargasso fauna and flora remained enigmatic for centuries. The fossils found in the Carpathians in the mid-20th century often called the "quasi-Sargasso assemblage", finally showed that this assemblage originated in the Carpathian Basin from where it migrated over Sicily to the Central Atlantic where it evolved into modern species of the Sargasso Sea.The location of the spawning ground for European eels remained unknown for decades. In the early 19th century it was discovered that the southern Sargasso Sea is the spawning ground for both the European and American eel and that the former migrate more than 5,000 km (3,100 mi) and the latter 2,000 km (1,200 mi). Ocean currents such as the Gulf Stream transport eel larvae from the Sargasso Sea to foraging areas in North America, Europe, and Northern Africa. Recent but disputed research suggests that eels possibly use Earth's magnetic field to navigate through the ocean both as larvae and as adults.
== Climate ==
Climate is influenced by the temperatures of the surface waters and water currents as well as winds. Because of the ocean's great capacity to store and release heat, maritime climates are more moderate and have less extreme seasonal variations than inland climates. Precipitation can be approximated from coastal weather data and air temperature from water temperatures.The oceans are the major source of the atmospheric moisture that is obtained through evaporation. Climatic zones vary with latitude; the warmest zones stretch across the Atlantic north of the equator. The coldest zones are in high latitudes, with the coldest regions corresponding to the areas covered by sea ice. Ocean currents influence the climate by transporting warm and cold waters to other regions. The winds that are cooled or warmed when blowing over these currents influence adjacent land areas.The Gulf Stream and its northern extension towards Europe, the North Atlantic Drift is thought to have at least some influence on climate. For example, the Gulf Stream helps moderate winter temperatures along the coastline of southeastern North America, keeping it warmer in winter along the coast than inland areas. The Gulf Stream also keeps extreme temperatures from occurring on the Florida Peninsula. In the higher latitudes, the North Atlantic Drift, warms the atmosphere over the oceans, keeping the British Isles and north-western Europe mild and cloudy, and not severely cold in winter, like other locations at the same high latitude. The cold water currents contribute to heavy fog off the coast of eastern Canada (the Grand Banks of Newfoundland area) and Africa's north-western coast. In general, winds transport moisture and air over land areas.
=== Natural hazards ===
Every winter, the Icelandic Low produces frequent storms. Icebergs are common from early February to the end of July across the shipping lanes near the Grand Banks of Newfoundland. The ice season is longer in the polar regions, but there is little shipping in those areas.Hurricanes are a hazard in the western parts of the North Atlantic during the summer and autumn. Due to a consistently strong wind shear and a weak Intertropical Convergence Zone, South Atlantic tropical cyclones are rare.
== Geology and plate tectonics ==
The Atlantic Ocean is underlain mostly by dense mafic oceanic crust made up of basalt and gabbro and overlain by fine clay, silt and siliceous ooze on the abyssal plain. The continental margins and continental shelf mark lower density, but greater thickness felsic continental rock that is often much older than that of the seafloor. The oldest oceanic crust in the Atlantic is up to 145 million years and situated off the west coast of Africa and east coast of North America, or on either side of the South Atlantic.In many places, the continental shelf and continental slope are covered in thick sedimentary layers. For instance, on the North American side of the ocean, large carbonate deposits formed in warm shallow waters such as Florida and the Bahamas, while coarse river outwash sands and silt are common in shallow shelf areas like the Georges Bank. Coarse sand, boulders, and rocks were transported into some areas, such as off the coast of Nova Scotia or the Gulf of Maine during the Pleistocene ice ages.
=== Central Atlantic ===
The break-up of Pangaea began in the Central Atlantic, between North America and Northwest Africa, where rift basins opened during the Late Triassic and Early Jurassic. This period also saw the first stages of the uplift of the Atlas Mountains. The exact timing is controversial with estimates ranging from 200 to 170 Ma.The opening of the Atlantic Ocean coincided with the initial break-up of the supercontinent Pangaea, both of which were initiated by the eruption of the Central Atlantic Magmatic Province (CAMP), one of the most extensive and voluminous large igneous provinces in Earth's history associated with the Triassic–Jurassic extinction event, one of Earth's major extinction events.
Theoliitic dikes, sills, and lava flows from the CAMP eruption at 200 Ma have been found in West Africa, eastern North America, and northern South America. The extent of the volcanism has been estimated to 4.5×106 km2 (1.7×106 sq mi) of which 2.5×106 km2 (9.7×105 sq mi) covered what is now northern and central Brazil.The formation of the Central American Isthmus closed the Central American Seaway at the end of the Pliocene 2.8 Ma ago. The formation of the isthmus resulted in the migration and extinction of many land-living animals, known as the Great American Interchange, but the closure of the seaway resulted in a "Great American Schism" as it affected ocean currents, salinity, and temperatures in both the Atlantic and Pacific. Marine organisms on both sides of the isthmus became isolated and either diverged or went extinct.
=== North Atlantic ===
Geologically, the Northern Atlantic is the area delimited to the south by two conjugate margins, Newfoundland and Iberia, and to the north by the Arctic Eurasian Basin. The opening of the Northern Atlantic closely followed the margins of its predecessor, the Iapetus Ocean, and spread from the Central Atlantic in six stages: Iberia–Newfoundland, Porcupine–North America, Eurasia–Greenland, Eurasia–North America. Active and inactive spreading systems in this area are marked by the interaction with the Iceland hotspot.Seafloor spreading led to the extension of the crust and formations of troughs and sedimentary basins. The Rockall Trough opened between 105 and 84 million years ago although along the rift failed along with one leading into the Bay of Biscay. Spreading began opening the Labrador Sea around 61 million years ago, continuing until 36 million years ago. Geologists distinguish two magmatic phases. One from 62 to 58 million years ago predates the separation of Greenland from northern Europe while the second from 56 to 52 million years ago happened as the separation occurred.
Iceland began to form 62 million years ago due to a particularly concentrated mantle plume. Large quantities of basalt erupted at this time period are found on Baffin Island, Greenland, the Faroe Islands, and Scotland, with ash falls in Western Europe acting as a stratigraphic marker. The opening of the North Atlantic caused significant uplift of continental crust along the coast. For instance, in spite of 7 km thick basalt, Gunnbjorn Field in East Greenland is the highest point on the island, elevated enough that it exposes older Mesozoic sedimentary rocks at its base, similar to old lava fields above sedimentary rocks in the uplifted Hebrides of western Scotland. The North Atlantic Ocean contains about 810 seamounts, most of them situated along the Mid-Atlantic Ridge. The OSPAR database (Convention for the Protection of the Marine Environment of the North-East Atlantic) mentions 104 seamounts: 74 within the national Exclusive economic zone. Of these seamounts, 46 are located close to the Iberian Peninsula.
=== South Atlantic ===
West Gondwana (South America and Africa) broke up in the Early Cretaceous to form the South Atlantic. The apparent fit between the coastlines of the two continents was noted on the first maps that included the South Atlantic and it was also the subject of the first computer-assisted plate tectonic reconstructions in 1965. This magnificent fit, however, has since then proven problematic and later reconstructions have introduced various deformation zones along the shorelines to accommodate the northward-propagating break-up. Intra-continental rifts and deformations have also been introduced to subdivide both continental plates into sub-plates.Geologically the South Atlantic can be divided into four segments: Equatorial segment, from 10°N to the Romanche Fracture Zone (RFZ); Central segment, from RFZ to Florianopolis Fracture Zone (FFZ, north of Walvis Ridge and Rio Grande Rise); Southern segment, from FFZ to the Agulhas-Falkland Fracture Zone (AFFZ); and Falkland segment, south of AFFZ.In the southern segment the Early Cretaceous (133–130 Ma) intensive magmatism of the Paraná–Etendeka Large Igneous Province produced by the Tristan hotspot resulted in an estimated volume of 1.5×106 to 2.0×106 km3 (3.6×105 to 4.8×105 cu mi). It covered an area of 1.2×106 to 1.6×106 km2 (4.6×105 to 6.2×105 sq mi) in Brazil, Paraguay, and Uruguay and 0.8×105 km2 (3.1×104 sq mi) in Africa. Dyke swarms in Brazil, Angola, eastern Paraguay, and Namibia, however, suggest the LIP originally covered a much larger area and also indicate failed rifts in all these areas. Associated offshore basaltic flows reach as far south as the Falkland Islands and South Africa. Traces of magmatism in both offshore and onshore basins in the central and southern segments have been dated to 147–49 Ma with two peaks between 143 and 121 Ma and 90–60 Ma.In the Falkland segment rifting began with dextral movements between the Patagonia and Colorado sub-plates between the Early Jurassic (190 Ma) and the Early Cretaceous (126.7 Ma). Around 150 Ma sea-floor spreading propagated northward into the southern segment. No later than 130 Ma rifting had reached the Walvis Ridge–Rio Grande Rise.In the central segment rifting started to break Africa in two by opening the Benue Trough around 118 Ma. Rifting in the central segment, however, coincided with the Cretaceous Normal Superchron (also known as the Cretaceous quiet period), a 40 Ma period without magnetic reversals, which makes it difficult to date sea-floor spreading in this segment.The equatorial segment is the last phase of the break-up, but, because it is located on the Equator, magnetic anomalies cannot be used for dating. Various estimates date the propagation of seafloor spreading in this segment and consequent opening of the Equatorial Atlantic Gateway (EAG) to the period 120–96 Ma. This final stage, nevertheless, coincided with or resulted in the end of continental extension in Africa.About 50 Ma the opening of the Drake Passage resulted from a change in the motions and separation rate of the South American and Antarctic plates. First, small ocean basins opened and a shallow gateway appeared during the Middle Eocene. 34–30 Ma a deeper seaway developed, followed by an Eocene–Oligocene climatic deterioration and the growth of the Antarctic ice sheet.
=== Closure of the Atlantic ===
An embryonic subduction margin is potentially developing west of Gibraltar. The Gibraltar Arc in the western Mediterranean is migrating westward into the Central Atlantic where it joins the converging African and Eurasian plates. Together these three tectonic forces are slowly developing into a new subduction system in the eastern Atlantic Basin. Meanwhile, the Scotia Arc and Caribbean Plate in the western Atlantic Basin are eastward-propagating subduction systems that might, together with the Gibraltar system, represent the beginning of the closure of the Atlantic Ocean and the final stage of the Atlantic Wilson cycle.
== History ==
=== Human origin ===
Humans evolved in Africa; around 7 mya; then developing stone tools around 2.6 mya; to finally evolve as modern humans around 200 kya. The earliest evidence for the complex behavior associated with this behavioral modernity has been found in the Greater Cape Floristic Region (GCFR) along the coast of South Africa. During the latest glacial stages, the now-submerged plains of the Agulhas Bank were exposed above sea level, extending the South African coastline farther south by hundreds of kilometers. A small population of modern humans – probably fewer than a thousand reproducing individuals – survived glacial maxima by exploring the high diversity offered by these Palaeo-Agulhas plains. The GCFR is delimited to the north by the Cape Fold Belt and the limited space south of it resulted in the development of social networks out of which complex Stone Age technologies emerged. Human history thus begins on the coasts of South Africa where the Atlantic Benguela Upwelling and Indian Ocean Agulhas Current meet to produce an intertidal zone on which shellfish, fur seal, fish and sea birds provided the necessary protein sources.
The African origin of this modern behaviour is evidenced by 70,000 years-old engravings from Blombos Cave, South Africa.
=== Old World ===
Mitochondrial DNA (mtDNA) studies indicate that 80–60,000 years ago a major demographic expansion within Africa, derived from a single, small population, coincided with the emergence of behavioral complexity and the rapid MIS 5–4 environmental changes. This group of people not only expanded over the whole of Africa, but also started to disperse out of Africa into Asia, Europe, and Australasia around 65,000 years ago and quickly replaced the archaic humans in these regions. During the Last Glacial Maximum (LGM) 20,000 years ago humans had to abandon their initial settlements along the European North Atlantic coast and retreat to the Mediterranean. Following rapid climate changes at the end of the LGM this region was repopulated by Magdalenian culture. Other hunter-gatherers followed in waves interrupted by large-scale hazards such as the Laacher See volcanic eruption, the inundation of Doggerland (now the North Sea), and the formation of the Baltic Sea. The European coasts of the North Atlantic were permanently populated about 9–8.5 thousand years ago.This human dispersal left abundant traces along the coasts of the Atlantic Ocean. 50 kya-old, deeply stratified shell middens found in Ysterfontein on the western coast of South Africa are associated with the Middle Stone Age (MSA). The MSA population was small and dispersed and the rate of their reproduction and exploitation was less intense than those of later generations. While their middens resemble 12–11 kya-old Late Stone Age (LSA) middens found on every inhabited continent, the 50–45 kya-old Enkapune Ya Muto in Kenya probably represents the oldest traces of the first modern humans to disperse out of Africa.
The same development can be seen in Europe. In La Riera Cave (23–13 kya) in Asturias, Spain, only some 26,600 molluscs were deposited over 10 kya. In contrast, 8–7 kya-old shell middens in Portugal, Denmark, and Brazil generated thousands of tons of debris and artefacts. The Ertebølle middens in Denmark, for example, accumulated 2,000 m3 (71,000 cu ft) of shell deposits representing some 50 million molluscs over only a thousand years. This intensification in the exploitation of marine resources has been described as accompanied by new technologies – such as boats, harpoons, and fish-hooks – because many caves found in the Mediterranean and on the European Atlantic coast have increased quantities of marine shells in their upper levels and reduced quantities in their lower. The earliest exploitation, however, took place on the now submerged shelves, and most settlements now excavated were then located several kilometers from these shelves. The reduced quantities of shells in the lower levels can represent the few shells that were exported inland.
=== New World ===
During the LGM the Laurentide Ice Sheet covered most of northern North America while Beringia connected Siberia to Alaska. In 1973, late American geoscientist Paul S. Martin proposed a "blitzkrieg" colonization of the Americas by which Clovis hunters migrated into North America around 13,000 years ago in a single wave through an ice-free corridor in the ice sheet and "spread southward explosively, briefly attaining a density sufficiently large to overkill much of their prey." Others later proposed a "three-wave" migration over the Bering Land Bridge. These hypotheses remained the long-held view regarding the settlement of the Americas, a view challenged by more recent archaeological discoveries: the oldest archaeological sites in the Americas have been found in South America; sites in north-east Siberia report virtually no human presence there during the LGM; and most Clovis artefacts have been found in eastern North America along the Atlantic coast. Furthermore, colonisation models based on mtDNA, yDNA, and atDNA data respectively support neither the "blitzkrieg" nor the "three-wave" hypotheses but they also deliver mutually ambiguous results. Contradictory data from archaeology and genetics will most likely deliver future hypotheses that will, eventually, confirm each other. A proposed route across the Pacific to South America could explain early South American finds and another hypothesis proposes a northern path, through the Canadian Arctic and down the North American Atlantic coast.
Early settlements across the Atlantic have been suggested by alternative theories, ranging from purely hypothetical to mostly disputed, including the Solutrean hypothesis and some of the Pre-Columbian trans-oceanic contact theories.
The Norse settlement of the Faroe Islands and Iceland began during the 9th and 10th centuries. A settlement on Greenland was established before 1000 CE, but contact with it was lost in 1409 and it was finally abandoned during the early Little Ice Age. This setback was caused by a range of factors: an unsustainable economy resulted in erosion and denudation, while conflicts with the local Inuit resulted in the failure to adapt their Arctic technologies; a colder climate resulted in starvation, and the colony got economically marginalized as the Great Plague harvested its victims on Iceland in the 15th century.
Iceland was initially settled 865–930 CE following a warm period when winter temperatures hovered around 2 °C (36 °F) which made farming favorable at high latitudes. This did not last, however, and temperatures quickly dropped; at 1080 CE summer temperatures had reached a maximum of 5 °C (41 °F). The Landnámabók (Book of Settlement) records disastrous famines during the first century of settlement – "men ate foxes and ravens" and "the old and helpless were killed and thrown over cliffs" – and by the early 1200s hay had to be abandoned for short-season crops such as barley.
=== Atlantic World ===
Christopher Columbus reached the Americas in 1492 under Spanish flag. Six years later Vasco da Gama reached India under the Portuguese flag, by navigating south around the Cape of Good Hope, thus proving that the Atlantic and Indian Oceans are connected. In 1500, in his voyage to India following Vasco da Gama, Pedro Alvares Cabral reached Brazil, taken by the currents of the South Atlantic Gyre. Following these explorations, Spain and Portugal quickly conquered and colonized large territories in the New World and forced the Amerindian population into slavery in order to exploit the vast quantities of silver and gold they found. Spain and Portugal monopolized this trade in order to keep other European nations out, but conflicting interests nevertheless led to a series of Spanish-Portuguese wars. A peace treaty mediated by the Pope divided the conquered territories into Spanish and Portuguese sectors while keeping other colonial powers away. England, France, and the Dutch Republic enviously watched the Spanish and Portuguese wealth grow and allied themselves with pirates such as Henry Mainwaring and Alexandre Exquemelin. They could explore the convoys leaving the Americas because prevailing winds and currents made the transport of heavy metals slow and predictable.
In the colonies of the Americas, depredation, smallpox and others diseases, and slavery quickly reduced the indigenous population of the Americas to the extent that the Atlantic slave trade had to be introduced to replace them – a trade that became the norm and an integral part of the colonization. Between the 15th century and 1888, when Brazil became the last part of the Americas to end the slave trade, an estimated ten million Africans were exported as slaves, most of them destined for agricultural labour. The slave trade was officially abolished in the British Empire and the United States in 1808, and slavery itself was abolished in the British Empire in 1838 and in the United States in 1865 after the Civil War.From Columbus to the Industrial Revolution Trans-Atlantic trade, including colonialism and slavery, became crucial for Western Europe. For European countries with direct access to the Atlantic (including Britain, France, the Netherlands, Portugal, and Spain) 1500–1800 was a period of sustained growth during which these countries grew richer than those in Eastern Europe and Asia. Colonialism evolved as part of the Trans-Atlantic trade, but this trade also strengthened the position of merchant groups at the expense of monarchs. Growth was more rapid in non-absolutist countries, such as Britain and the Netherlands, and more limited in absolutist monarchies, such as Portugal, Spain, and France, where profit mostly or exclusively benefited the monarchy and its allies.Trans-Atlantic trade also resulted in increasing urbanization: in European countries facing the Atlantic, urbanization grew from 8% in 1300, 10.1% in 1500, to 24.5% in 1850; in other European countries from 10% in 1300, 11.4% in 1500, to 17% in 1850. Likewise, GDP doubled in Atlantic countries but rose by only 30% in the rest of Europe. By end of the 17th century, the volume of the Trans-Atlantic trade had surpassed that of the Mediterranean trade.
== Economy ==
The Atlantic has contributed significantly to the development and economy of surrounding countries. Besides major transatlantic transportation and communication routes, the Atlantic offers abundant petroleum deposits in the sedimentary rocks of the continental shelves.
The Atlantic harbors petroleum and gas fields, fish, marine mammals (seals and whales), sand and gravel aggregates, placer deposits, polymetallic nodules, and precious stones.
Gold deposits are a mile or two under water on the ocean floor, however, the deposits are also encased in rock that must be mined through. Currently, there is no cost-effective way to mine or extract gold from the ocean to make a profit.Various international treaties attempt to reduce pollution caused by environmental threats such as oil spills, marine debris, and the incineration of toxic wastes at sea.
=== Fisheries ===
The shelves of the Atlantic hosts one of the world's richest fishing resources. The most productive areas include the Grand Banks of Newfoundland, the Scotian Shelf, Georges Bank off Cape Cod, the Bahama Banks, the waters around Iceland, the Irish Sea, the Bay of Fundy, the Dogger Bank of the North Sea, and the Falkland Banks.
Fisheries have, however, undergone significant changes since the 1950s and global catches can now be divided into three groups of which only two are observed in the Atlantic: fisheries in the Eastern Central and South-West Atlantic oscillate around a globally stable value, the rest of the Atlantic is in overall decline following historical peaks. The third group, "continuously increasing trend since 1950", is only found in the Indian Ocean and Western Pacific.UN FAO partitioned Atlantic in major fishing areas:
North-East Atlantic
North-East Atlantic is schematically limited to the 40°00' west longitude (except around Greenland), south to the 36°00' north latitude, and to the 68°30' east longitude, with both the west and east longitude limits reaching to the north pole. The Atlantic's subareas include: Barents Sea; Norwegian Sea, Spitzbergen, and Bear Island; Skagerrak, Kattegat, Sound, Belt Sea, and Baltic Sea; North Sea; Iceland and Faroes Grounds; Rockall, Northwest Coast of Scotland, and North Ireland; Irish Sea, West of Ireland, Porcupine Bank, and Eastern and Western English Channel; Bay of Biscay; Portuguese Waters; Azores Grounds and Northeast Atlantic South; North of Azores; and East Greenland. There are also two defunct subareas.
In the North-East Atlantic total catches decreased between the mid-1970s and the 1990s and reached 8.7 million tons in 2013. Blue whiting reached a 2.4 million tons peak in 2004 but was down to 628,000 tons in 2013. Recovery plans for cod, sole, and plaice have reduced mortality in these species. Arctic cod reached its lowest levels in the 1960s–1980s but is now recovered. Arctic saithe and haddock are considered fully fished; Sand eel is overfished as was capelin which has now recovered to fully fished. Limited data makes the state of redfishes and deep-water species difficult to assess but most likely they remain vulnerable to overfishing. Stocks of northern shrimp and Norwegian lobster are in good condition. In the North-East Atlantic 21% of stocks are considered overfished.This zone makes almost three quarters (72.8 %) of European Union fishing catches in 2020. Main fishing EU countries are Denmark, France, the Netherlands and Spain. Most common species include herring, mackerel and sprats.North-West Atlantic
In the North-West Atlantic landings have decreased from 4.2 million tons in the early 1970s to 1.9 million tons in 2013. During the 21st century some species have shown weak signs of recovery, including Greenland halibut, yellowtail flounder, Atlantic halibut, haddock, spiny dogfish, while other stocks shown no such signs, including cod, witch flounder, and redfish. Stocks of invertebrates, in contrast, remain at record levels of abundance. 31% of stocks are overfished in the North-west Atlantic.In 1497, John Cabot became the first Western European since the Vikings to explore mainland North America and one of his major discoveries was the abundant resources of Atlantic cod off Newfoundland. Referred to as "Newfoundland Currency" this discovery yielded some 200 million tons of fish over five centuries. In the late 19th and early 20th centuries new fisheries started to exploit haddock, mackerel, and lobster. From the 1950s to the 1970s the introduction of European and Asian distant-water fleets in the area dramatically increased the fishing capacity and the number of exploited species. It also expanded the exploited areas from near-shore to the open sea and to great depths to include deep-water species such as redfish, Greenland halibut, witch flounder, and grenadiers. Overfishing in the area was recognised as early as the 1960s but, because this was occurring on international waters, it took until the late 1970s before any attempts to regulate was made. In the early 1990s, this finally resulted in the collapse of the Atlantic northwest cod fishery. The population of a number of deep-sea fishes also collapsed in the process, including American plaice, redfish, and Greenland halibut, together with flounder and grenadier.
Eastern Central Atlantic
In the Eastern Central Atlantic small pelagic fishes constitute about 50% of landings with sardine reaching 0.6–1.0 million tons per year. Pelagic fish stocks are considered fully fished or overfished, with sardines south of Cape Bojador the notable exception. Almost half of the stocks are fished at biologically unsustainable levels. Total catches have been fluctuating since the 1970s; reaching 3.9 million tons in 2013 or slightly less than the peak production in 2010.Western Central Atlantic
In the Western Central Atlantic, catches have been decreasing since 2000 and reached 1.3 million tons in 2013. The most important species in the area, Gulf menhaden, reached a million tons in the mid-1980s but only half a million tons in 2013 and is now considered fully fished. Round sardinella was an important species in the 1990s but is now considered overfished. Groupers and snappers are overfished and northern brown shrimp and American cupped oyster are considered fully fished approaching overfished. 44% of stocks are being fished at unsustainable levels.South-East Atlantic
In the South-East Atlantic catches have decreased from 3.3 million tons in the early 1970s to 1.3 million tons in 2013. Horse mackerel and hake are the most important species, together representing almost half of the landings. Off South Africa and Namibia deep-water hake and shallow-water Cape hake have recovered to sustainable levels since regulations were introduced in 2006 and the states of Southern African pilchard and anchovy have improved to fully fished in 2013.South-West Atlantic
In the South-West Atlantic, a peak was reached in the mid-1980s and catches now fluctuate between 1.7 and 2.6 million tons. The most important species, the Argentine shortfin squid, which reached half a million tons in 2013 or half the peak value, is considered fully fished to overfished. Another important species was the Brazilian sardinella, with a production of 100,000 tons in 2013 it is now considered overfished. Half the stocks in this area are being fished at unsustainable levels: Whitehead's round herring has not yet reached fully fished but Cunene horse mackerel is overfished. The sea snail perlemoen abalone is targeted by illegal fishing and remain overfished.
== Environmental issues ==
=== Endangered species ===
Endangered marine species include the manatee, seals, sea lions, turtles, and whales. Drift net fishing can kill dolphins, albatrosses and other seabirds (petrels, auks), hastening the fish stock decline and contributing to international disputes.
=== Waste and pollution ===
Marine pollution is a generic term for the entry into the ocean of potentially hazardous chemicals or particles. The biggest culprits are rivers and with them many agriculture fertilizer chemicals as well as livestock and human waste. The excess of oxygen-depleting chemicals leads to hypoxia and the creation of a dead zone.
Marine debris, which is also known as marine litter, describes human-created waste floating in a body of water. Oceanic debris tends to accumulate at the center of gyres and coastlines, frequently washing aground where it is known as beach litter. The North Atlantic garbage patch is estimated to be hundreds of kilometers across in size.Other pollution concerns include agricultural and municipal waste. Municipal pollution comes from the eastern United States, southern Brazil, and eastern Argentina; oil pollution in the Caribbean Sea, Gulf of Mexico, Lake Maracaibo, Mediterranean Sea, and North Sea; and industrial waste and municipal sewage pollution in the Baltic Sea, North Sea, and Mediterranean Sea.
A USAF C-124 aircraft from Dover Air Force Base, Delaware was carrying three nuclear bombs over the Atlantic Ocean when it experienced a loss of power. For their own safety, the crew jettisoned two nuclear bombs, which were never recovered.
=== Climate change ===
North Atlantic hurricane activity has increased over past decades because of increased sea surface temperature (SST) at tropical latitudes, changes that can be attributed to either the natural Atlantic Multidecadal Oscillation (AMO) or to anthropogenic climate change.
A 2005 report indicated that the Atlantic meridional overturning circulation (AMOC) slowed down by 30% between 1957 and 2004. If the AMO were responsible for SST variability, the AMOC would have increased in strength, which is apparently not the case. Furthermore, it is clear from statistical analyses of annual tropical cyclones that these changes do not display multidecadal cyclicity. Therefore, these changes in SST must be caused by human activities.The ocean mixed layer plays an important role in heat storage over seasonal and decadal time-scales, whereas deeper layers are affected over millennia and have a heat capacity about 50 times that of the mixed layer. This heat uptake provides a time-lag for climate change but it also results in thermal expansion of the oceans which contributes to sea level rise. 21st-century global warming will probably result in an equilibrium sea-level rise five times greater than today, whilst melting of glaciers, including that of the Greenland ice-sheet, expected to have virtually no effect during the 21st century, will probably result in a sea-level rise of 3–6 m over a millennium.
== See also ==
List of countries and territories bordering the Atlantic Ocean
List of rivers of the Americas by coastline#Atlantic Ocean coast
Seven Seas
Gulf Stream shutdown
Shipwrecks in the Atlantic Ocean
Atlantic hurricanes
Atlantic history
Piracy in the Atlantic World
Transatlantic crossing
Atlantic Revolutions
Natural delimitation between the Pacific and South Atlantic oceans by the Scotia Arc
== References ==
=== Sources ===
== Further reading ==
Dickson, Henry Newton (1911). "Atlantic Ocean" . Encyclopædia Britannica. Vol. 2 (11th ed.). pp. 855–857.
Winchester, Simon (2010). Atlantic: A Vast Ocean of a Million Stories. HarperCollins UK. ISBN 978-0-00-734137-5.
== External links ==
Atlantic Ocean. Cartage.org.lb (archived)
"Map of Atlantic Coast of North America from the Chesapeake Bay to Florida" from 1639 via the Library of Congress
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Earth
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Earth is the third planet from the Sun and the only astronomical object known to harbor life. This is enabled by Earth being a water world, the only one in the Solar System sustaining liquid surface water. Almost all of Earth's water is contained in its global ocean, covering 70.8% of Earth's surface. The remaining 29.2% of Earth's surface is land, most of which is located in the form of continental landmasses within one hemisphere, Earth's land hemisphere. Most of Earth's land is somewhat humid and covered by vegetation, while large sheets of ice at Earth's polar deserts retain more water than Earth's groundwater, lakes, rivers and atmospheric water combined. Earth's land is part of Earth's crust, consisting of several slowly moving tectonic plates, which interact to produce mountain ranges, volcanoes, and earthquakes. Earth has a liquid outer core that generates a magnetosphere capable of deflecting most of the destructive solar winds and cosmic radiation.
Earth has a dynamic atmosphere, which sustains Earth's surface conditions and protects it from most meteoroids and UV-light at entry. It has a composition of primarily nitrogen and oxygen. Water vapor is widely present in the atmosphere, forming clouds that cover most of the planet. The water vapor acts as a greenhouse gas and, together with other greenhouse gases in the atmosphere, particularly carbon dioxide (CO2), creates the conditions for both liquid surface water and water vapor to persist via the capturing of energy from the Sun's light. This process maintains the current average surface temperature of 14.76 °C, at which water is liquid under atmospheric pressure. Differences in the amount of captured energy between geographic regions (as with the equatorial region receiving more sunlight than the polar regions) drive atmospheric and ocean currents, producing a global climate system with different climate regions, and a range of weather phenomena such as precipitation, allowing components such as nitrogen to cycle.
Earth is rounded into an ellipsoid with a circumference of about 40,000 km. It is the densest planet in the Solar System. Of the four rocky planets, it is the largest and most massive. Earth is about eight light-minutes away from the Sun and orbits it, taking a year (about 365.25 days) to complete one revolution. Earth rotates around its own axis in slightly less than a day (in about 23 hours and 56 minutes). Earth's axis of rotation is tilted with respect to the perpendicular to its orbital plane around the Sun, producing seasons. Earth is orbited by one permanent natural satellite, the Moon, which orbits Earth at 384,400 km (1.28 light seconds) and is roughly a quarter as wide as Earth. Through tidal locking, the Moon always faces Earth with the same side, which causes tides, stabilizes Earth's axis, and gradually slows its rotation.
Earth, like most other bodies in the Solar System, formed 4.5 billion years ago from gas in the early Solar System. During the first billion years of Earth's history, the ocean formed and then life developed within it. Life spread globally and has been altering Earth's atmosphere and surface, leading to the Great Oxidation Event two billion years ago. Humans emerged 300,000 years ago in Africa and have spread across every continent on Earth with the exception of Antarctica. Humans depend on Earth's biosphere and natural resources for their survival, but have increasingly impacted the planet's environment. Humanity's current impact on Earth's climate and biosphere is unsustainable, threatening the livelihood of humans and many other forms of life, and causing widespread extinctions.
== Etymology ==
The Modern English word Earth developed, via Middle English, from an Old English noun most often spelled eorðe. It has cognates in every Germanic language, and their ancestral root has been reconstructed as *erþō. In its earliest attestation, the word eorðe was already being used to translate the many senses of Latin terra and Greek γῆ gē: the ground, its soil, dry land, the human world, the surface of the world (including the sea), and the globe itself. As with Roman Terra/Tellūs and Greek Gaia, Earth may have been a personified goddess in Germanic paganism: late Norse mythology included Jörð ('Earth'), a giantess often given as the mother of Thor.Historically, earth has been written in lowercase. From early Middle English, its definite sense as "the globe" was expressed as the earth. By the era of Early Modern English, capitalization of nouns began to prevail, and the earth was also written the Earth, particularly when referenced along with other heavenly bodies. More recently, the name is sometimes simply given as Earth, by analogy with the names of the other planets, though earth and forms with the remain common. House styles now vary: Oxford spelling recognizes the lowercase form as the most common, with the capitalized form an acceptable variant. Another convention capitalizes "Earth" when appearing as a name (for example, "Earth's atmosphere") but writes it in lowercase when preceded by the (for example, "the atmosphere of the earth"). It almost always appears in lowercase in colloquial expressions such as "what on earth are you doing?"Occasionally, the name Terra is used in scientific writing and especially in science fiction to distinguish humanity's inhabited planet from others, while in poetry Tellus has been used to denote personification of the Earth. Terra is also the name of the planet in some Romance languages (languages that evolved from Latin) like Italian and Portuguese, while in other Romance languages the word gave rise to names with slightly altered spellings (like the Spanish Tierra and the French Terre). The Latinate form Gæa or Gaea (English: ) of the Greek poetic name Gaia (Γαῖα; Ancient Greek: [ɡâi̯.a] or [ɡâj.ja]) is rare, though the alternative spelling Gaia has become common due to the Gaia hypothesis, in which case its pronunciation is rather than the more classical English .There are a number of adjectives for the planet Earth. From Earth itself comes earthly. From the Latin Terra comes terran , terrestrial , and (via French) terrene , and from the Latin Tellus comes tellurian and telluric.
== Natural history ==
=== Formation ===
The oldest material found in the Solar System is dated to 4.5682+0.0002−0.0004 Ga (billion years) ago. By 4.54±0.04 Ga the primordial Earth had formed. The bodies in the Solar System formed and evolved with the Sun. In theory, a solar nebula partitions a volume out of a molecular cloud by gravitational collapse, which begins to spin and flatten into a circumstellar disk, and then the planets grow out of that disk with the Sun. A nebula contains gas, ice grains, and dust (including primordial nuclides). According to nebular theory, planetesimals formed by accretion, with the primordial Earth being estimated as likely taking anywhere from 70 to 100 million years to form.Estimates of the age of the Moon range from 4.5 Ga to significantly younger. A leading hypothesis is that it was formed by accretion from material loosed from Earth after a Mars-sized object with about 10% of Earth's mass, named Theia, collided with Earth. It hit Earth with a glancing blow and some of its mass merged with Earth. Between approximately 4.1 and 3.8 Ga, numerous asteroid impacts during the Late Heavy Bombardment caused significant changes to the greater surface environment of the Moon and, by inference, to that of Earth.
=== After formation ===
Earth's atmosphere and oceans were formed by volcanic activity and outgassing. Water vapor from these sources condensed into the oceans, augmented by water and ice from asteroids, protoplanets, and comets. Sufficient water to fill the oceans may have been on Earth since it formed. In this model, atmospheric greenhouse gases kept the oceans from freezing when the newly forming Sun had only 70% of its current luminosity. By 3.5 Ga, Earth's magnetic field was established, which helped prevent the atmosphere from being stripped away by the solar wind.As the molten outer layer of Earth cooled it formed the first solid crust, which is thought to have been mafic in composition. The first continental crust, which was more felsic in composition, formed by the partial melting of this mafic crust. The presence of grains of the mineral zircon of Hadean age in Eoarchean sedimentary rocks suggests that at least some felsic crust existed as early as 4.4 Ga, only 140 Ma after Earth's formation. There are two main models of how this initial small volume of continental crust evolved to reach its current abundance: (1) a relatively steady growth up to the present day, which is supported by the radiometric dating of continental crust globally and (2) an initial rapid growth in the volume of continental crust during the Archean, forming the bulk of the continental crust that now exists, which is supported by isotopic evidence from hafnium in zircons and neodymium in sedimentary rocks. The two models and the data that support them can be reconciled by large-scale recycling of the continental crust, particularly during the early stages of Earth's history.New continental crust forms as a result of plate tectonics, a process ultimately driven by the continuous loss of heat from Earth's interior. Over the period of hundreds of millions of years, tectonic forces have caused areas of continental crust to group together to form supercontinents that have subsequently broken apart. At approximately 750 Ma, one of the earliest known supercontinents, Rodinia, began to break apart. The continents later recombined to form Pannotia at 600–540 Ma, then finally Pangaea, which also began to break apart at 180 Ma.The most recent pattern of ice ages began about 40 Ma, and then intensified during the Pleistocene about 3 Ma. High- and middle-latitude regions have since undergone repeated cycles of glaciation and thaw, repeating about every 21,000, 41,000 and 100,000 years. The Last Glacial Period, colloquially called the "last ice age", covered large parts of the continents, to the middle latitudes, in ice and ended about 11,700 years ago.
=== Origin of life and evolution ===
Chemical reactions led to the first self-replicating molecules about four billion years ago. A half billion years later, the last common ancestor of all current life arose. The evolution of photosynthesis allowed the Sun's energy to be harvested directly by life forms. The resultant molecular oxygen (O2) accumulated in the atmosphere and due to interaction with ultraviolet solar radiation, formed a protective ozone layer (O3) in the upper atmosphere. The incorporation of smaller cells within larger ones resulted in the development of complex cells called eukaryotes. True multicellular organisms formed as cells within colonies became increasingly specialized. Aided by the absorption of harmful ultraviolet radiation by the ozone layer, life colonized Earth's surface. Among the earliest fossil evidence for life is microbial mat fossils found in 3.48 billion-year-old sandstone in Western Australia, biogenic graphite found in 3.7 billion-year-old metasedimentary rocks in Western Greenland, and remains of biotic material found in 4.1 billion-year-old rocks in Western Australia. The earliest direct evidence of life on Earth is contained in 3.45 billion-year-old Australian rocks showing fossils of microorganisms.During the Neoproterozoic, 1000 to 539 Ma, much of Earth might have been covered in ice. This hypothesis has been termed "Snowball Earth", and it is of particular interest because it preceded the Cambrian explosion, when multicellular life forms significantly increased in complexity. Following the Cambrian explosion, 535 Ma, there have been at least five major mass extinctions and many minor ones. Apart from the proposed current Holocene extinction event, the most recent was 66 Ma, when an asteroid impact triggered the extinction of the non-avian dinosaurs and other large reptiles, but largely spared small animals such as insects, mammals, lizards and birds. Mammalian life has diversified over the past 66 Mys, and several million years ago an African ape species gained the ability to stand upright. This facilitated tool use and encouraged communication that provided the nutrition and stimulation needed for a larger brain, which led to the evolution of humans. The development of agriculture, and then civilization, led to humans having an influence on Earth and the nature and quantity of other life forms that continues to this day.
=== Future ===
Earth's expected long-term future is tied to that of the Sun. Over the next 1.1 billion years, solar luminosity will increase by 10%, and over the next 3.5 billion years by 40%. Earth's increasing surface temperature will accelerate the inorganic carbon cycle, reducing CO2 concentration to levels lethally low for plants (10 ppm for C4 photosynthesis) in approximately 100–900 million years. The lack of vegetation will result in the loss of oxygen in the atmosphere, making animal life impossible. Due to the increased luminosity, Earth's mean temperature may reach 100 °C (212 °F) in 1.5 billion years, and all ocean water will evaporate and be lost to space, which may trigger a runaway greenhouse effect, within an estimated 1.6 to 3 billion years. Even if the Sun were stable, a fraction of the water in the modern oceans will descend to the mantle, due to reduced steam venting from mid-ocean ridges.The Sun will evolve to become a red giant in about 5 billion years. Models predict that the Sun will expand to roughly 1 AU (150 million km; 93 million mi), about 250 times its present radius. Earth's fate is less clear. As a red giant, the Sun will lose roughly 30% of its mass, so, without tidal effects, Earth will move to an orbit 1.7 AU (250 million km; 160 million mi) from the Sun when the star reaches its maximum radius, otherwise, with tidal effects, it may enter the Sun's atmosphere and be vaporized.
== Geophysical characteristics ==
=== Size and shape ===
Earth has a rounded shape, through hydrostatic equilibrium, with an average diameter of 12,742 kilometers (7,918 mi), making it the fifth largest planetary sized and largest terrestrial object of the Solar System.
Due to Earth's rotation it has the shape of an ellipsoid, bulging at its Equator, reaching 43 kilometers (27 mi) further out from its center of mass than at its poles.
Earth's shape furthermore has local topographic variations. Though the largest local variations, like the Mariana Trench (10,925 meters or 35,843 feet below local sea level), only shortens Earth's average radius by 0.17% and Mount Everest (8,848 meters or 29,029 feet above local sea level) lengthens it by only 0.14%. Since Earth's surface is farthest out from Earth's center of mass at its equatorial bulge, the summit of the volcano Chimborazo in Ecuador (6,384.4 km or 3,967.1 mi) is its farthest point out.
Parallel to the rigid land topography the Ocean exhibits a more dynamic topography.To measure the local variation of Earth's topography, geodesy employs an idealized Earth producing a shape called a geoid. Such a geoid shape is gained if the ocean is idealized, covering Earth completely and without any perturbations such as tides and winds. The result is a smooth but gravitational irregular geoid surface, providing a mean sea level (MSL) as a reference level for topographic measurements.
=== Surface ===
Earth's surface is the boundary between the atmosphere, and the solid Earth and oceans. Defined in this way, Earth's shape is an idealized spheroid – a squashed sphere – with a surface area of about 510 million km2 (197 million sq mi). Earth can be divided into two hemispheres: by latitude into the polar Northern and Southern hemispheres; or by longitude into the continental Eastern and Western hemispheres.
Most of Earth's surface is ocean water: 70.8% or 361 million km2 (139 million sq mi). This vast pool of salty water is often called the world ocean, and makes Earth with its dynamic hydrosphere a water world or ocean world. Indeed, in Earth's early history the ocean may have covered Earth completely. The world ocean is commonly divided into the Pacific Ocean, Atlantic Ocean, Indian Ocean, Southern Ocean, and Arctic Ocean, from largest to smallest. The ocean fills the oceanic basins, and the ocean floor comprises abyssal plains, continental shelves, seamounts, submarine volcanoes, oceanic trenches, submarine canyons, oceanic plateaus, and a globe-spanning mid-ocean ridge system.
At Earth's polar regions, the ocean surface is covered by seasonally variable amounts of sea ice that often connects with polar land, permafrost and ice sheets, forming polar ice caps.
Earth's land covers 29.2%, or 149 million km2 (58 million sq mi) of Earth's surface. The land surface includes many islands around the globe, but most of the land surface is taken by the four continental landmasses, which are (in descending order): Africa-Eurasia, America (landmass), Antarctica, and Australia (landmass). These landmasses are further broken down and grouped into the continents. The terrain of the land surface varies greatly and consists of mountains, deserts, plains, plateaus, and other landforms. The elevation of the land surface varies from a low point of −418 m (−1,371 ft) at the Dead Sea, to a maximum altitude of 8,848 m (29,029 ft) at the top of Mount Everest. The mean height of land above sea level is about 797 m (2,615 ft).Land can be covered by surface water, snow, ice, artificial structures or vegetation. Most of Earth's land hosts vegetation, but ice sheets (10%, not including the equally large land under permafrost) or cold as well as hot deserts (33%) occupy also considerable amounts of it.
The pedosphere is the outermost layer of Earth's land surface and is composed of soil and subject to soil formation processes. Soil is crucial for land to be arable. Earth's total arable land is 10.7% of the land surface, with 1.3% being permanent cropland. Earth has an estimated 16.7 million km2 (6.4 million sq mi) of cropland and 33.5 million km2 (12.9 million sq mi) of pastureland.The land surface and the ocean floor form the top of Earth's crust, which together with parts of the upper mantle form Earth's lithosphere. Earth's crust may be divided into oceanic and continental crust. Beneath the ocean-floor sediments, the oceanic crust is predominantly basaltic, while the continental crust may include lower density materials such as granite, sediments and metamorphic rocks. Nearly 75% of the continental surfaces are covered by sedimentary rocks, although they form about 5% of the mass of the crust.
Earth's surface topography comprises both the topography of the ocean surface, and the shape of Earth's land surface. The submarine terrain of the ocean floor has an average bathymetric depth of 4 km, and is as varied as the terrain above sea level.
Earth's surface is continually being shaped by internal plate tectonic processes including earthquakes and volcanism; by weathering and erosion driven by ice, water, wind and temperature; and by biological processes including the growth and decomposition of biomass into soil.
=== Tectonic plates ===
Earth's mechanically rigid outer layer of Earth's crust and upper mantle, the lithosphere, is divided into tectonic plates. These plates are rigid segments that move relative to each other at one of three boundaries types: at convergent boundaries, two plates come together; at divergent boundaries, two plates are pulled apart; and at transform boundaries, two plates slide past one another laterally. Along these plate boundaries, earthquakes, volcanic activity, mountain-building, and oceanic trench formation can occur. The tectonic plates ride on top of the asthenosphere, the solid but less-viscous part of the upper mantle that can flow and move along with the plates.As the tectonic plates migrate, oceanic crust is subducted under the leading edges of the plates at convergent boundaries. At the same time, the upwelling of mantle material at divergent boundaries creates mid-ocean ridges. The combination of these processes recycles the oceanic crust back into the mantle. Due to this recycling, most of the ocean floor is less than 100 Ma old. The oldest oceanic crust is located in the Western Pacific and is estimated to be 200 Ma old. By comparison, the oldest dated continental crust is 4,030 Ma, although zircons have been found preserved as clasts within Eoarchean sedimentary rocks that give ages up to 4,400 Ma, indicating that at least some continental crust existed at that time.The seven major plates are the Pacific, North American, Eurasian, African, Antarctic, Indo-Australian, and South American. Other notable plates include the Arabian Plate, the Caribbean Plate, the Nazca Plate off the west coast of South America and the Scotia Plate in the southern Atlantic Ocean. The Australian Plate fused with the Indian Plate between 50 and 55 Ma. The fastest-moving plates are the oceanic plates, with the Cocos Plate advancing at a rate of 75 mm/a (3.0 in/year) and the Pacific Plate moving 52–69 mm/a (2.0–2.7 in/year). At the other extreme, the slowest-moving plate is the South American Plate, progressing at a typical rate of 10.6 mm/a (0.42 in/year).
=== Internal structure ===
Earth's interior, like that of the other terrestrial planets, is divided into layers by their chemical or physical (rheological) properties. The outer layer is a chemically distinct silicate solid crust, which is underlain by a highly viscous solid mantle. The crust is separated from the mantle by the Mohorovičić discontinuity. The thickness of the crust varies from about 6 kilometers (3.7 mi) under the oceans to 30–50 km (19–31 mi) for the continents. The crust and the cold, rigid, top of the upper mantle are collectively known as the lithosphere, which is divided into independently moving tectonic plates.Beneath the lithosphere is the asthenosphere, a relatively low-viscosity layer on which the lithosphere rides. Important changes in crystal structure within the mantle occur at 410 and 660 km (250 and 410 mi) below the surface, spanning a transition zone that separates the upper and lower mantle. Beneath the mantle, an extremely low viscosity liquid outer core lies above a solid inner core. Earth's inner core may be rotating at a slightly higher angular velocity than the remainder of the planet, advancing by 0.1–0.5° per year, although both somewhat higher and much lower rates have also been proposed. The radius of the inner core is about one-fifth of that of Earth.
Density increases with depth, as described in the table on the right.
Among the Solar System's planetary-sized objects Earth is the object with the highest density.
=== Chemical composition ===
Earth's mass is approximately 5.97×1024 kg (5,970 Yg). It is composed mostly of iron (32.1% by mass), oxygen (30.1%), silicon (15.1%), magnesium (13.9%), sulfur (2.9%), nickel (1.8%), calcium (1.5%), and aluminum (1.4%), with the remaining 1.2% consisting of trace amounts of other elements. Due to gravitational separation, the core is primarily composed of the denser elements: iron (88.8%), with smaller amounts of nickel (5.8%), sulfur (4.5%), and less than 1% trace elements. The most common rock constituents of the crust are oxides. Over 99% of the crust is composed of various oxides of eleven elements, principally oxides containing silicon (the silicate minerals), aluminum, iron, calcium, magnesium, potassium, or sodium.
=== Internal heat ===
The major heat-producing isotopes within Earth are potassium-40, uranium-238, and thorium-232. At the center, the temperature may be up to 6,000 °C (10,830 °F), and the pressure could reach 360 GPa (52 million psi). Because much of the heat is provided by radioactive decay, scientists postulate that early in Earth's history, before isotopes with short half-lives were depleted, Earth's heat production was much higher. At approximately 3 Gyr, twice the present-day heat would have been produced, increasing the rates of mantle convection and plate tectonics, and allowing the production of uncommon igneous rocks such as komatiites that are rarely formed today.The mean heat loss from Earth is 87 mW m−2, for a global heat loss of 4.42×1013 W. A portion of the core's thermal energy is transported toward the crust by mantle plumes, a form of convection consisting of upwellings of higher-temperature rock. These plumes can produce hotspots and flood basalts. More of the heat in Earth is lost through plate tectonics, by mantle upwelling associated with mid-ocean ridges. The final major mode of heat loss is through conduction through the lithosphere, the majority of which occurs under the oceans because the crust there is much thinner than that of the continents.
=== Gravitational field ===
The gravity of Earth is the acceleration that is imparted to objects due to the distribution of mass within Earth. Near Earth's surface, gravitational acceleration is approximately 9.8 m/s2 (32 ft/s2). Local differences in topography, geology, and deeper tectonic structure cause local and broad regional differences in Earth's gravitational field, known as gravity anomalies.
=== Magnetic field ===
The main part of Earth's magnetic field is generated in the core, the site of a dynamo process that converts the kinetic energy of thermally and compositionally driven convection into electrical and magnetic field energy. The field extends outwards from the core, through the mantle, and up to Earth's surface, where it is, approximately, a dipole. The poles of the dipole are located close to Earth's geographic poles. At the equator of the magnetic field, the magnetic-field strength at the surface is 3.05×10−5 T, with a magnetic dipole moment of 7.79×1022 Am2 at epoch 2000, decreasing nearly 6% per century (although it still remains stronger than its long time average). The convection movements in the core are chaotic; the magnetic poles drift and periodically change alignment. This causes secular variation of the main field and field reversals at irregular intervals averaging a few times every million years. The most recent reversal occurred approximately 700,000 years ago.The extent of Earth's magnetic field in space defines the magnetosphere. Ions and electrons of the solar wind are deflected by the magnetosphere; solar wind pressure compresses the dayside of the magnetosphere, to about 10 Earth radii, and extends the nightside magnetosphere into a long tail. Because the velocity of the solar wind is greater than the speed at which waves propagate through the solar wind, a supersonic bow shock precedes the dayside magnetosphere within the solar wind. Charged particles are contained within the magnetosphere; the plasmasphere is defined by low-energy particles that essentially follow magnetic field lines as Earth rotates. The ring current is defined by medium-energy particles that drift relative to the geomagnetic field, but with paths that are still dominated by the magnetic field, and the Van Allen radiation belts are formed by high-energy particles whose motion is essentially random, but contained in the magnetosphere.During magnetic storms and substorms, charged particles can be deflected from the outer magnetosphere and especially the magnetotail, directed along field lines into Earth's ionosphere, where atmospheric atoms can be excited and ionized, causing the aurora.
== Orbit and rotation ==
=== Rotation ===
Earth's rotation period relative to the Sun—its mean solar day—is 86,400 seconds of mean solar time (86,400.0025 SI seconds). Because Earth's solar day is now slightly longer than it was during the 19th century due to tidal deceleration, each day varies between 0 and 2 ms longer than the mean solar day.Earth's rotation period relative to the fixed stars, called its stellar day by the International Earth Rotation and Reference Systems Service (IERS), is 86,164.0989 seconds of mean solar time (UT1), or 23h 56m 4.0989s. Earth's rotation period relative to the precessing or moving mean March equinox (when the Sun is at 90° on the equator), is 86,164.0905 seconds of mean solar time (UT1) (23h 56m 4.0905s). Thus the sidereal day is shorter than the stellar day by about 8.4 ms.Apart from meteors within the atmosphere and low-orbiting satellites, the main apparent motion of celestial bodies in Earth's sky is to the west at a rate of 15°/h = 15'/min. For bodies near the celestial equator, this is equivalent to an apparent diameter of the Sun or the Moon every two minutes; from Earth's surface, the apparent sizes of the Sun and the Moon are approximately the same.
=== Orbit ===
Earth orbits the Sun, making Earth the third-closest planet to the Sun and part of the inner Solar System. Earth's average orbital distance is about 150 million km (93 million mi), which is the basis for the Astronomical Unit and is equal to roughly 8.3 light minutes or 380 times Earth's distance to the Moon.
Earth orbits the Sun every 365.2564 mean solar days, or one sidereal year. With an apparent movement of the Sun in Earth's sky at a rate of about 1°/day eastward, which is one apparent Sun or Moon diameter every 12 hours. Due to this motion, on average it takes 24 hours—a solar day—for Earth to complete a full rotation about its axis so that the Sun returns to the meridian.
The orbital speed of Earth averages about 29.78 km/s (107,200 km/h; 66,600 mph), which is fast enough to travel a distance equal to Earth's diameter, about 12,742 km (7,918 mi), in seven minutes, and the distance to the Moon, 384,000 km (239,000 mi), in about 3.5 hours.The Moon and Earth orbit a common barycenter every 27.32 days relative to the background stars. When combined with the Earth–Moon system's common orbit around the Sun, the period of the synodic month, from new moon to new moon, is 29.53 days. Viewed from the celestial north pole, the motion of Earth, the Moon, and their axial rotations are all counterclockwise. Viewed from a vantage point above the Sun and Earth's north poles, Earth orbits in a counterclockwise direction about the Sun. The orbital and axial planes are not precisely aligned: Earth's axis is tilted some 23.44 degrees from the perpendicular to the Earth–Sun plane (the ecliptic), and the Earth-Moon plane is tilted up to ±5.1 degrees against the Earth–Sun plane. Without this tilt, there would be an eclipse every two weeks, alternating between lunar eclipses and solar eclipses.The Hill sphere, or the sphere of gravitational influence, of Earth is about 1.5 million km (930,000 mi) in radius. This is the maximum distance at which Earth's gravitational influence is stronger than the more distant Sun and planets. Objects must orbit Earth within this radius, or they can become unbound by the gravitational perturbation of the Sun. Earth, along with the Solar System, is situated in the Milky Way and orbits about 28,000 light-years from its center. It is about 20 light-years above the galactic plane in the Orion Arm.
=== Axial tilt and seasons ===
The axial tilt of Earth is approximately 23.439281° with the axis of its orbit plane, always pointing towards the Celestial Poles. Due to Earth's axial tilt, the amount of sunlight reaching any given point on the surface varies over the course of the year. This causes the seasonal change in climate, with summer in the Northern Hemisphere occurring when the Tropic of Cancer is facing the Sun, and in the Southern Hemisphere when the Tropic of Capricorn faces the Sun. In each instance, winter occurs simultaneously in the opposite hemisphere. During the summer, the day lasts longer, and the Sun climbs higher in the sky. In winter, the climate becomes cooler and the days shorter. Above the Arctic Circle and below the Antarctic Circle there is no daylight at all for part of the year, causing a polar night, and this night extends for several months at the poles themselves. These same latitudes also experience a midnight sun, where the sun remains visible all day.By astronomical convention, the four seasons can be determined by the solstices—the points in the orbit of maximum axial tilt toward or away from the Sun—and the equinoxes, when Earth's rotational axis is aligned with its orbital axis. In the Northern Hemisphere, winter solstice currently occurs around 21 December; summer solstice is near 21 June, spring equinox is around 20 March and autumnal equinox is about 22 or 23 September. In the Southern Hemisphere, the situation is reversed, with the summer and winter solstices exchanged and the spring and autumnal equinox dates swapped.The angle of Earth's axial tilt is relatively stable over long periods of time. Its axial tilt does undergo nutation; a slight, irregular motion with a main period of 18.6 years. The orientation (rather than the angle) of Earth's axis also changes over time, precessing around in a complete circle over each 25,800-year cycle; this precession is the reason for the difference between a sidereal year and a tropical year. Both of these motions are caused by the varying attraction of the Sun and the Moon on Earth's equatorial bulge. The poles also migrate a few meters across Earth's surface. This polar motion has multiple, cyclical components, which collectively are termed quasiperiodic motion. In addition to an annual component to this motion, there is a 14-month cycle called the Chandler wobble. Earth's rotational velocity also varies in a phenomenon known as length-of-day variation.In modern times, Earth's perihelion occurs around 3 January, and its aphelion around 4 July. These dates change over time due to precession and other orbital factors, which follow cyclical patterns known as Milankovitch cycles. The changing Earth–Sun distance causes an increase of about 6.8% in solar energy reaching Earth at perihelion relative to aphelion. Because the Southern Hemisphere is tilted toward the Sun at about the same time that Earth reaches the closest approach to the Sun, the Southern Hemisphere receives slightly more energy from the Sun than does the northern over the course of a year. This effect is much less significant than the total energy change due to the axial tilt, and most of the excess energy is absorbed by the higher proportion of water in the Southern Hemisphere.
== Earth–Moon system ==
=== Moon ===
The Moon is a relatively large, terrestrial, planet-like natural satellite, with a diameter about one-quarter of Earth's. It is the largest moon in the Solar System relative to the size of its planet, although Charon is larger relative to the dwarf planet Pluto. The natural satellites of other planets are also referred to as "moons", after Earth's. The most widely accepted theory of the Moon's origin, the giant-impact hypothesis, states that it formed from the collision of a Mars-size protoplanet called Theia with the early Earth. This hypothesis explains the Moon's relative lack of iron and volatile elements and the fact that its composition is nearly identical to that of Earth's crust.The gravitational attraction between Earth and the Moon causes tides on Earth. The same effect on the Moon has led to its tidal locking: its rotation period is the same as the time it takes to orbit Earth. As a result, it always presents the same face to the planet. As the Moon orbits Earth, different parts of its face are illuminated by the Sun, leading to the lunar phases. Due to their tidal interaction, the Moon recedes from Earth at the rate of approximately 38 mm/a (1.5 in/year). Over millions of years, these tiny modifications—and the lengthening of Earth's day by about 23 µs/yr—add up to significant changes. During the Ediacaran period, for example, (approximately 620 Ma) there were 400±7 days in a year, with each day lasting 21.9±0.4 hours.The Moon may have dramatically affected the development of life by moderating the planet's climate. Paleontological evidence and computer simulations show that Earth's axial tilt is stabilized by tidal interactions with the Moon. Some theorists think that without this stabilization against the torques applied by the Sun and planets to Earth's equatorial bulge, the rotational axis might be chaotically unstable, exhibiting large changes over millions of years, as is the case for Mars, though this is disputed.Viewed from Earth, the Moon is just far enough away to have almost the same apparent-sized disk as the Sun. The angular size (or solid angle) of these two bodies match because, although the Sun's diameter is about 400 times as large as the Moon's, it is also 400 times more distant. This allows total and annular solar eclipses to occur on Earth.
=== Asteroids and artificial satellites ===
Earth's co-orbital asteroids population consists of quasi-satellites, objects with a horseshoe orbit and trojans. There are at least five quasi-satellites, including 469219 Kamoʻoalewa. A trojan asteroid companion, 2010 TK7, is librating around the leading Lagrange triangular point, L4, in Earth's orbit around the Sun. The tiny near-Earth asteroid 2006 RH120 makes close approaches to the Earth–Moon system roughly every twenty years. During these approaches, it can orbit Earth for brief periods of time.As of September 2021, there are 4,550 operational, human-made satellites orbiting Earth. There are also inoperative satellites, including Vanguard 1, the oldest satellite currently in orbit, and over 16,000 pieces of tracked space debris. Earth's largest artificial satellite is the International Space Station.
== Hydrosphere ==
Earth's hydrosphere is the sum of Earth's water and its distribution.
Most of Earth's hydrosphere consists of Earth's global ocean. Nevertheless, Earth's hydrosphere also consists of water in the atmosphere and on land, including clouds, inland seas, lakes, rivers, and underground waters down to a depth of 2,000 m (6,600 ft). The mass of the oceans is approximately 1.35×1018 metric tons or about 1/4400 of Earth's total mass. The oceans cover an area of 361.8 million km2 (139.7 million sq mi) with a mean depth of 3,682 m (12,080 ft), resulting in an estimated volume of 1.332 billion km3 (320 million cu mi). If all of Earth's crustal surface were at the same elevation as a smooth sphere, the depth of the resulting world ocean would be 2.7 to 2.8 km (1.68 to 1.74 mi). About 97.5% of the water is saline; the remaining 2.5% is fresh water. Most fresh water, about 68.7%, is present as ice in ice caps and glaciers. The remaining 30% is ground water, 1% surface water (covering only 2.8% of Earth's land) and other small forms of fresh water deposits such as permafrost, water vapor in the atmosphere, biological binding, etc. .In Earth's coldest regions, snow survives over the summer and changes into ice. This accumulated snow and ice eventually forms into glaciers, bodies of ice that flow under the influence of their own gravity. Alpine glaciers form in mountainous areas, whereas vast ice sheets form over land in polar regions. The flow of glaciers erodes the surface changing it dramatically, with the formation of U-shaped valleys and other landforms. Sea ice in the Arctic covers an area about as big as the United States, although it is quickly retreating as a consequence of climate change.The average salinity of Earth's oceans is about 35 grams of salt per kilogram of seawater (3.5% salt). Most of this salt was released from volcanic activity or extracted from cool igneous rocks. The oceans are also a reservoir of dissolved atmospheric gases, which are essential for the survival of many aquatic life forms. Sea water has an important influence on the world's climate, with the oceans acting as a large heat reservoir. Shifts in the oceanic temperature distribution can cause significant weather shifts, such as the El Niño–Southern Oscillation.The abundance of water, particularly liquid water, on Earth's surface is a unique feature that distinguishes it from other planets in the Solar System. Solar System planets with considerable atmospheres do partly host atmospheric water vapor, but they lack surface conditions for stable surface water. Despite some moons showing signs of large reservoirs of extraterrestrial liquid water, with possibly even more volume than Earth's ocean, all of them are large bodies of water under a kilometers thick frozen surface layer.
== Atmosphere ==
The atmospheric pressure at Earth's sea level averages 101.325 kPa (14.696 psi), with a scale height of about 8.5 km (5.3 mi). A dry atmosphere is composed of 78.084% nitrogen, 20.946% oxygen, 0.934% argon, and trace amounts of carbon dioxide and other gaseous molecules. Water vapor content varies between 0.01% and 4% but averages about 1%. Clouds cover around two thirds of Earth's surface, more so over oceans than land. The height of the troposphere varies with latitude, ranging between 8 km (5 mi) at the poles to 17 km (11 mi) at the equator, with some variation resulting from weather and seasonal factors.Earth's biosphere has significantly altered its atmosphere. Oxygenic photosynthesis evolved 2.7 Gya, forming the primarily nitrogen–oxygen atmosphere of today. This change enabled the proliferation of aerobic organisms and, indirectly, the formation of the ozone layer due to the subsequent conversion of atmospheric O2 into O3. The ozone layer blocks ultraviolet solar radiation, permitting life on land. Other atmospheric functions important to life include transporting water vapor, providing useful gases, causing small meteors to burn up before they strike the surface, and moderating temperature. This last phenomenon is the greenhouse effect: trace molecules within the atmosphere serve to capture thermal energy emitted from the surface, thereby raising the average temperature. Water vapor, carbon dioxide, methane, nitrous oxide, and ozone are the primary greenhouse gases in the atmosphere. Without this heat-retention effect, the average surface temperature would be −18 °C (0 °F), in contrast to the current +15 °C (59 °F), and life on Earth probably would not exist in its current form.
=== Weather and climate ===
Earth's atmosphere has no definite boundary, gradually becoming thinner and fading into outer space. Three-quarters of the atmosphere's mass is contained within the first 11 km (6.8 mi) of the surface; this lowest layer is called the troposphere. Energy from the Sun heats this layer, and the surface below, causing expansion of the air. This lower-density air then rises and is replaced by cooler, higher-density air. The result is atmospheric circulation that drives the weather and climate through redistribution of thermal energy.The primary atmospheric circulation bands consist of the trade winds in the equatorial region below 30° latitude and the westerlies in the mid-latitudes between 30° and 60°. Ocean heat content and currents are also important factors in determining climate, particularly the thermohaline circulation that distributes thermal energy from the equatorial oceans to the polar regions.Earth receives 1361 W/m2 of solar irradiance. The amount of solar energy that reaches Earth's surface decreases with increasing latitude. At higher latitudes, the sunlight reaches the surface at lower angles, and it must pass through thicker columns of the atmosphere. As a result, the mean annual air temperature at sea level decreases by about 0.4 °C (0.7 °F) per degree of latitude from the equator. Earth's surface can be subdivided into specific latitudinal belts of approximately homogeneous climate. Ranging from the equator to the polar regions, these are the tropical (or equatorial), subtropical, temperate and polar climates.Further factors that affect a location's climates are its proximity to oceans, the oceanic and atmospheric circulation, and topology. Places close to oceans typically have colder summers and warmer winters, due to the fact that oceans can store large amounts of heat. The wind transports the cold or the heat of the ocean to the land. Atmospheric circulation also plays an important role: San Francisco and Washington DC are both coastal cities at about the same latitude. San Francisco's climate is significantly more moderate as the prevailing wind direction is from sea to land. Finally, temperatures decrease with height causing mountainous areas to be colder than low-lying areas.Water vapor generated through surface evaporation is transported by circulatory patterns in the atmosphere. When atmospheric conditions permit an uplift of warm, humid air, this water condenses and falls to the surface as precipitation. Most of the water is then transported to lower elevations by river systems and usually returned to the oceans or deposited into lakes. This water cycle is a vital mechanism for supporting life on land and is a primary factor in the erosion of surface features over geological periods. Precipitation patterns vary widely, ranging from several meters of water per year to less than a millimeter. Atmospheric circulation, topographic features, and temperature differences determine the average precipitation that falls in each region.The commonly used Köppen climate classification system has five broad groups (humid tropics, arid, humid middle latitudes, continental and cold polar), which are further divided into more specific subtypes. The Köppen system rates regions based on observed temperature and precipitation. Surface air temperature can rise to around 55 °C (131 °F) in hot deserts, such as Death Valley, and can fall as low as −89 °C (−128 °F) in Antarctica.
=== Upper atmosphere ===
The upper atmosphere, the atmosphere above the troposphere, is usually divided into the stratosphere, mesosphere, and thermosphere. Each layer has a different lapse rate, defining the rate of change in temperature with height. Beyond these, the exosphere thins out into the magnetosphere, where the geomagnetic fields interact with the solar wind. Within the stratosphere is the ozone layer, a component that partially shields the surface from ultraviolet light and thus is important for life on Earth. The Kármán line, defined as 100 km (62 mi) above Earth's surface, is a working definition for the boundary between the atmosphere and outer space.Thermal energy causes some of the molecules at the outer edge of the atmosphere to increase their velocity to the point where they can escape from Earth's gravity. This causes a slow but steady loss of the atmosphere into space. Because unfixed hydrogen has a low molecular mass, it can achieve escape velocity more readily, and it leaks into outer space at a greater rate than other gases. The leakage of hydrogen into space contributes to the shifting of Earth's atmosphere and surface from an initially reducing state to its current oxidizing one. Photosynthesis provided a source of free oxygen, but the loss of reducing agents such as hydrogen is thought to have been a necessary precondition for the widespread accumulation of oxygen in the atmosphere. Hence the ability of hydrogen to escape from the atmosphere may have influenced the nature of life that developed on Earth. In the current, oxygen-rich atmosphere most hydrogen is converted into water before it has an opportunity to escape. Instead, most of the hydrogen loss comes from the destruction of methane in the upper atmosphere.
== Life on Earth ==
Earth is the only known place that has ever been habitable for life. Earth's life developed in Earth's early bodies of water some hundred million years after Earth formed.
Earth's life has been shaping and inhabiting many particular ecosystems on Earth and has eventually expanded globally forming an overarching biosphere. Therefore, life has impacted Earth, significantly altering Earth's atmosphere and surface over long periods of time, causing changes like the Great Oxidation Event.
Earth's life has over time greatly diversified, allowing the biosphere to have different biomes, which are inhabited by comparatively similar plants and animals. The different biomes developed at distinct elevations or water depths, planetary temperature latitudes and on land also with different humidity. Earth's species diversity and biomass reaches a peak in shallow waters and with forests, particularly in equatorial, warm and humid conditions. While freezing polar regions and high altitudes, or extremely arid areas are relatively barren of plant and animal life.Earth provides liquid water—an environment where complex organic molecules can assemble and interact, and sufficient energy to sustain a metabolism. Plants and other organisms take up nutrients from water, soils and the atmosphere. These nutrients are constantly recycled between different species.Extreme weather, such as tropical cyclones (including hurricanes and typhoons), occurs over most of Earth's surface and has a large impact on life in those areas. From 1980 to 2000, these events caused an average of 11,800 human deaths per year. Many places are subject to earthquakes, landslides, tsunamis, volcanic eruptions, tornadoes, blizzards, floods, droughts, wildfires, and other calamities and disasters. Human impact is felt in many areas due to pollution of the air and water, acid rain, loss of vegetation (overgrazing, deforestation, desertification), loss of wildlife, species extinction, soil degradation, soil depletion and erosion. Human activities release greenhouse gases into the atmosphere which cause global warming. This is driving changes such as the melting of glaciers and ice sheets, a global rise in average sea levels, increased risk of drought and wildfires, and migration of species to colder areas.
== Human geography ==
Originating from earlier primates in eastern Africa 300,000 years ago humans have since been migrating and with the advent of agriculture in the 10th millennium BC increasingly settling Earth's land. In the 20th century Antarctica had been the last continent to see a first and until today limited human presence.
Human population has since the 19th century grown exponentially to seven billion in the early 2010s, and is projected to peak at around ten billion in the second half of the 21st century. Most of the growth is expected to take place in sub-Saharan Africa.Distribution and density of human population varies greatly around the world with the majority living in south to eastern Asia and 90% inhabiting only the Northern Hemisphere of Earth, partly due to the hemispherical predominance of the world's land mass, with 68% of the world's land mass being in the Northern Hemisphere. Furthermore, since the 19th century humans have increasingly converged into urban areas with the majority living in urban areas by the 21st century.Beyond Earth's surface humans have lived on a temporary basis, with only special purpose deep underground and underwater presence, and a few space stations. Human population virtually completely remains on Earth's surface, fully depending on Earth and the environment it sustains. Since the second half of the 20th century, some hundreds of humans have temporarily stayed beyond Earth, a tiny fraction of whom have reached another celestial body, the Moon.Earth has been subject to extensive human settlement, and humans have developed diverse societies and cultures. Most of Earth's land has been territorially claimed since the 19th century by sovereign states (countries) separated by political borders, and more than 200 such states exist today, with only parts of Antarctica and few small regions remaining unclaimed. Most of these states together form the United Nations, the leading worldwide intergovernmental organization, which extends human governance over the ocean and Antarctica, and therefore all of Earth.
=== Natural resources and land use ===
Earth has resources that have been exploited by humans. Those termed non-renewable resources, such as fossil fuels, are only replenished over geological timescales. Large deposits of fossil fuels are obtained from Earth's crust, consisting of coal, petroleum, and natural gas. These deposits are used by humans both for energy production and as feedstock for chemical production. Mineral ore bodies have also been formed within the crust through a process of ore genesis, resulting from actions of magmatism, erosion, and plate tectonics. These metals and other elements are extracted by mining, a process which often brings environmental and health damage.Earth's biosphere produces many useful biological products for humans, including food, wood, pharmaceuticals, oxygen, and the recycling of organic waste. The land-based ecosystem depends upon topsoil and fresh water, and the oceanic ecosystem depends on dissolved nutrients washed down from the land. In 2019, 39 million km2 (15 million sq mi) of Earth's land surface consisted of forest and woodlands, 12 million km2 (4.6 million sq mi) was shrub and grassland, 40 million km2 (15 million sq mi) were used for animal feed production and grazing, and 11 million km2 (4.2 million sq mi) were cultivated as croplands. Of the 12–14% of ice-free land that is used for croplands, 2 percentage points were irrigated in 2015. Humans use building materials to construct shelters.
=== Humans and the environment ===
Human activities have impacted Earth's environments. Through activities such as the burning of fossil fuels, humans have been increasing the amount of greenhouse gases in the atmosphere, altering Earth's energy budget and climate. It is estimated that global temperatures in the year 2020 were 1.2 °C (2.2 °F) warmer than the preindustrial baseline. This increase in temperature, known as global warming, has contributed to the melting of glaciers, rising sea levels, increased risk of drought and wildfires, and migration of species to colder areas.The concept of planetary boundaries was introduced to quantify humanity's impact on Earth. Of the nine identified boundaries, five have been crossed: Biosphere integrity, climate change, chemical pollution, destruction of wild habitats and the nitrogen cycle are thought to have passed the safe threshold. As of 2018, no country meets the basic needs of its population without transgressing planetary boundaries. It is thought possible to provide all basic physical needs globally within sustainable levels of resource use.
== Cultural and historical viewpoint ==
Human cultures have developed many views of the planet. The standard astronomical symbols of Earth are a quartered circle, , representing the four corners of the world, and a globus cruciger, . Earth is sometimes personified as a deity. In many cultures it is a mother goddess that is also the primary fertility deity. Creation myths in many religions involve the creation of Earth by a supernatural deity or deities. The Gaia hypothesis, developed in the mid-20th century, compared Earth's environments and life as a single self-regulating organism leading to broad stabilization of the conditions of habitability.Images of Earth taken from space, particularly during the Apollo program, have been credited with altering the way that people viewed the planet that they lived on, called the overview effect, emphasizing its beauty, uniqueness and apparent fragility. In particular, this caused a realization of the scope of effects from human activity on Earth's environment. Enabled by science, particularly Earth observation, humans have started to take action on environmental issues globally, acknowledging the impact of humans and the interconnectedness of Earth's environments.
Scientific investigation has resulted in several culturally transformative shifts in people's view of the planet. Initial belief in a flat Earth was gradually displaced in Ancient Greece by the idea of a spherical Earth, which was attributed to both the philosophers Pythagoras and Parmenides. Earth was generally believed to be the center of the universe until the 16th century, when scientists first concluded that it was a moving object, one of the planets of the Solar System.It was only during the 19th century that geologists realized Earth's age was at least many millions of years. Lord Kelvin used thermodynamics to estimate the age of Earth to be between 20 million and 400 million years in 1864, sparking a vigorous debate on the subject; it was only when radioactivity and radioactive dating were discovered in the late 19th and early 20th centuries that a reliable mechanism for determining Earth's age was established, proving the planet to be billions of years old.
== See also ==
== Notes ==
== References ==
== External links ==
Earth – Profile – Solar System Exploration – NASA
Earth Observatory – NASA
Earth – Videos – International Space Station:
Video (01:02) on YouTube – Earth (time-lapse)
Video (00:27) on YouTube – Earth and auroras (time-lapse)
Google Earth 3D, interactive map
Interactive 3D visualization of the Sun, Earth and Moon system
GPlates Portal (University of Sydney)
|
Latitude
|
In geography, latitude is a coordinate that specifies the north–south position of a point on the surface of the Earth or another celestial body. Latitude is given as an angle that ranges from –90° at the south pole to 90° at the north pole, with 0° at the Equator. Lines of constant latitude, or parallels, run east–west as circles parallel to the equator. Latitude and longitude are used together as a coordinate pair to specify a location on the surface of the Earth.
On its own, the term "latitude" normally refers to the geodetic latitude as defined below. Briefly, the geodetic latitude of a point is the angle formed between the vector perpendicular (or normal) to the ellipsoidal surface from the point, and the plane of the equator.
== Background ==
Two levels of abstraction are employed in the definitions of latitude and longitude. In the first step the physical surface is modeled by the geoid, a surface which approximates the mean sea level over the oceans and its continuation under the land masses. The second step is to approximate the geoid by a mathematically simpler reference surface. The simplest choice for the reference surface is a sphere, but the geoid is more accurately modeled by an ellipsoid of revolution. The definitions of latitude and longitude on such reference surfaces are detailed in the following sections. Lines of constant latitude and longitude together constitute a graticule on the reference surface. The latitude of a point on the actual surface is that of the corresponding point on the reference surface, the correspondence being along the normal to the reference surface, which passes through the point on the physical surface. Latitude and longitude together with some specification of height constitute a geographic coordinate system as defined in the specification of the ISO 19111 standard.Since there are many different reference ellipsoids, the precise latitude of a feature on the surface is not unique: this is stressed in the ISO standard which states that "without the full specification of the coordinate reference system, coordinates (that is latitude and longitude) are ambiguous at best and meaningless at worst". This is of great importance in accurate applications, such as a Global Positioning System (GPS), but in common usage, where high accuracy is not required, the reference ellipsoid is not usually stated.
In English texts, the latitude angle, defined below, is usually denoted by the Greek lower-case letter phi (ϕ or φ). It is measured in degrees, minutes and seconds or decimal degrees, north or south of the equator. For navigational purposes positions are given in degrees and decimal minutes. For instance, The Needles lighthouse is at 50°39.734′ N 001°35.500′ W.This article relates to coordinate systems for the Earth: it may be adapted to cover the Moon, planets and other celestial objects (planetographic latitude).
For a brief history, see History of latitude.
=== Determination ===
In celestial navigation, latitude is determined with the meridian altitude method.
More precise measurement of latitude requires an understanding of the gravitational field of the Earth, either to set up theodolites or to determine GPS satellite orbits. The study of the figure of the Earth together with its gravitational field is the science of geodesy.
== Latitude on the sphere ==
=== The graticule on the sphere ===
The graticule is formed by the lines of constant latitude and constant longitude, which are constructed with reference to the rotation axis of the Earth. The primary reference points are the poles where the axis of rotation of the Earth intersects the reference surface. Planes which contain the rotation axis intersect the surface at the meridians; and the angle between any one meridian plane and that through Greenwich (the Prime Meridian) defines the longitude: meridians are lines of constant longitude. The plane through the centre of the Earth and perpendicular to the rotation axis intersects the surface at a great circle called the Equator. Planes parallel to the equatorial plane intersect the surface in circles of constant latitude; these are the parallels. The Equator has a latitude of 0°, the North Pole has a latitude of 90° North (written 90° N or +90°), and the South Pole has a latitude of 90° South (written 90° S or −90°). The latitude of an arbitrary point is the angle between the equatorial plane and the normal to the surface at that point: the normal to the surface of the sphere is along the radial vector.
The latitude, as defined in this way for the sphere, is often termed the spherical latitude, to avoid ambiguity with the geodetic latitude and the auxiliary latitudes defined in subsequent sections of this article.
=== Named latitudes on the Earth ===
Besides the equator, four other parallels are of significance:
The plane of the Earth's orbit about the Sun is called the ecliptic, and the plane perpendicular to the rotation axis of the Earth is the equatorial plane. The angle between the ecliptic and the equatorial plane is called variously the axial tilt, the obliquity, or the inclination of the ecliptic, and it is conventionally denoted by i. The latitude of the tropical circles is equal to i and the latitude of the polar circles is its complement (90° - i). The axis of rotation varies slowly over time and the values given here are those for the current epoch. The time variation is discussed more fully in the article on axial tilt.The figure shows the geometry of a cross-section of the plane perpendicular to the ecliptic and through the centres of the Earth and the Sun at the December solstice when the Sun is overhead at some point of the Tropic of Capricorn. The south polar latitudes below the Antarctic Circle are in daylight, whilst the north polar latitudes above the Arctic Circle are in night. The situation is reversed at the June solstice, when the Sun is overhead at the Tropic of Cancer. Only at latitudes in between the two tropics is it possible for the Sun to be directly overhead (at the zenith).
On map projections there is no universal rule as to how meridians and parallels should appear. The examples below show the named parallels (as red lines) on the commonly used Mercator projection and the Transverse Mercator projection. On the former the parallels are horizontal and the meridians are vertical, whereas on the latter there is no exact relationship of parallels and meridians with horizontal and vertical: both are complicated curves.
== Latitude on the ellipsoid ==
=== Ellipsoids ===
In 1687 Isaac Newton published the Philosophiæ Naturalis Principia Mathematica, in which he proved that a rotating self-gravitating fluid body in equilibrium takes the form of an oblate ellipsoid. (This article uses the term ellipsoid in preference to the older term spheroid.) Newton's result was confirmed by geodetic measurements in the 18th century. (See Meridian arc.) An oblate ellipsoid is the three-dimensional surface generated by the rotation of an ellipse about its shorter axis (minor axis). "Oblate ellipsoid of revolution" is abbreviated to 'ellipsoid' in the remainder of this article. (Ellipsoids which do not have an axis of symmetry are termed triaxial.)
Many different reference ellipsoids have been used in the history of geodesy. In pre-satellite days they were devised to give a good fit to the geoid over the limited area of a survey but, with the advent of GPS, it has become natural to use reference ellipsoids (such as WGS84) with centre at the centre of mass of the Earth and minor axis aligned to the rotation axis of the Earth. These geocentric ellipsoids are usually within 100 m (330 ft) of the geoid. Since latitude is defined with respect to an ellipsoid, the position of a given point is different on each ellipsoid: one cannot exactly specify the latitude and longitude of a geographical feature without specifying the ellipsoid used. Many maps maintained by national agencies are based on older ellipsoids, so one must know how the latitude and longitude values are transformed from one ellipsoid to another. GPS handsets include software to carry out datum transformations which link WGS84 to the local reference ellipsoid with its associated grid.
=== The geometry of the ellipsoid ===
The shape of an ellipsoid of revolution is determined by the shape of the ellipse which is rotated about its minor (shorter) axis. Two parameters are required. One is invariably the equatorial radius, which is the semi-major axis, a. The other parameter is usually (1) the polar radius or semi-minor axis, b; or (2) the (first) flattening, f; or (3) the eccentricity, e. These parameters are not independent: they are related by
f
=
a
−
b
a
,
e
2
=
2
f
−
f
2
,
b
=
a
(
1
−
f
)
=
a
1
−
e
2
.
{\displaystyle f={\frac {a-b}{a}},\qquad e^{2}=2f-f^{2},\qquad b=a(1-f)=a{\sqrt {1-e^{2}}}\,.}
Many other parameters (see ellipse, ellipsoid) appear in the study of geodesy, geophysics and map projections but they can all be expressed in terms of one or two members of the set a, b, f and e. Both f and e are small and often appear in series expansions in calculations; they are of the order 1/298 and 0.0818 respectively. Values for a number of ellipsoids are given in Figure of the Earth. Reference ellipsoids are usually defined by the semi-major axis and the inverse flattening, 1/f. For example, the defining values for the WGS84 ellipsoid, used by all GPS devices, are
a (equatorial radius): 6378137.0 m exactly
1/f (inverse flattening): 298.257223563 exactlyfrom which are derived
b (polar radius): 6356752.31425 m
e2 (eccentricity squared): 0.00669437999014The difference between the semi-major and semi-minor axes is about 21 km (13 miles) and as fraction of the semi-major axis it equals the flattening; on a computer monitor the ellipsoid could be sized as 300 by 299 pixels. This would barely be distinguishable from a 300-by-300-pixel sphere, so illustrations usually exaggerate the flattening.
=== Geodetic and geocentric latitudes ===
The graticule on the ellipsoid is constructed in exactly the same way as on the sphere. The normal at a point on the surface of an ellipsoid does not pass through the centre, except for points on the equator or at the poles, but the definition of latitude remains unchanged as the angle between the normal and the equatorial plane. The terminology for latitude must be made more precise by distinguishing:
Geodetic latitude: the angle between the normal and the equatorial plane. The standard notation in English publications is ϕ. This is the definition assumed when the word latitude is used without qualification. The definition must be accompanied with a specification of the ellipsoid.
Geocentric latitude (also known as spherical latitude, after the 3D polar angle): the angle between the radius (from centre to the point on the surface) and the equatorial plane. (Figure below). There is no standard notation: examples from various texts include θ, ψ, q, ϕ′, ϕc, ϕg. This article uses θ.Geographic latitude must be used with care, as some authors use it as a synonym for geodetic latitude whilst others use it as an alternative to the astronomical latitude.
"Latitude" (unqualified) should normally refer to the geodetic latitude.
The importance of specifying the reference datum may be illustrated by a simple example. On the reference ellipsoid for WGS84, the centre of the Eiffel Tower has a geodetic latitude of 48° 51′ 29″ N, or 48.8583° N and longitude of 2° 17′ 40″ E or 2.2944°E. The same coordinates on the datum ED50 define a point on the ground which is 140 metres (460 feet) distant from the tower. A web search may produce several different values for the latitude of the tower; the reference ellipsoid is rarely specified.
== Meridian distance ==
The length of a degree of latitude depends on the figure of the Earth assumed.
=== Meridian distance on the sphere ===
On the sphere the normal passes through the centre and the latitude (ϕ) is
therefore equal to the angle subtended at the centre by the meridian arc from the equator to the point concerned. If the meridian distance is denoted by m(ϕ) then
m
(
ϕ
)
=
π
180
∘
R
ϕ
d
e
g
r
e
e
s
=
R
ϕ
r
a
d
i
a
n
s
{\displaystyle m(\phi )={\frac {\pi }{180^{\circ }}}R\phi _{\mathrm {degrees} }=R\phi _{\mathrm {radians} }}
where R denotes the mean radius of the Earth. R is equal to 6,371 km or 3,959 miles. No higher accuracy is appropriate for R since higher-precision results necessitate an ellipsoid model. With this value for R the meridian length of 1 degree of latitude on the sphere is 111.2 km (69.1 statute miles) (60.0 nautical miles). The length of 1 minute of latitude is 1.853 km (1.151 statute miles) (1.00 nautical miles), while the length of 1 second of latitude is 30.8 m or 101 feet (see nautical mile).
=== Meridian distance on the ellipsoid ===
In Meridian arc and standard texts it is shown that the distance along a meridian from latitude ϕ to the equator is given by (ϕ in radians)
m
(
ϕ
)
=
∫
0
ϕ
M
(
ϕ
′
)
d
ϕ
′
=
a
(
1
−
e
2
)
∫
0
ϕ
(
1
−
e
2
sin
2
ϕ
′
)
−
3
2
d
ϕ
′
{\displaystyle m(\phi )=\int _{0}^{\phi }M(\phi ')\,d\phi '=a\left(1-e^{2}\right)\int _{0}^{\phi }\left(1-e^{2}\sin ^{2}\phi '\right)^{-{\frac {3}{2}}}\,d\phi '}
where M(ϕ) is the meridional radius of curvature.
The quarter meridian distance from the equator to the pole is
m
p
=
m
(
π
2
)
{\displaystyle m_{\mathrm {p} }=m\left({\frac {\pi }{2}}\right)\,}
For WGS84 this distance is 10001.965729 km.
The evaluation of the meridian distance integral is central to many studies in geodesy and map projection. It can be evaluated by expanding the integral by the binomial series and integrating term by term: see Meridian arc for details. The length of the meridian arc between two given latitudes is given by replacing the limits of the integral by the latitudes concerned. The length of a small meridian arc is given by
δ
m
(
ϕ
)
=
M
(
ϕ
)
δ
ϕ
=
a
(
1
−
e
2
)
(
1
−
e
2
sin
2
ϕ
)
−
3
2
δ
ϕ
{\displaystyle \delta m(\phi )=M(\phi )\,\delta \phi =a\left(1-e^{2}\right)\left(1-e^{2}\sin ^{2}\phi \right)^{-{\frac {3}{2}}}\,\delta \phi }
When the latitude difference is 1 degree, corresponding to π/180 radians, the arc distance is about
Δ
lat
1
=
π
a
(
1
−
e
2
)
180
∘
(
1
−
e
2
sin
2
ϕ
)
3
2
{\displaystyle \Delta _{\text{lat}}^{1}={\frac {\pi a\left(1-e^{2}\right)}{180^{\circ }\left(1-e^{2}\sin ^{2}\phi \right)^{\frac {3}{2}}}}}
The distance in metres (correct to 0.01 metre) between latitudes
ϕ
{\displaystyle \phi }
− 0.5 degrees and
ϕ
{\displaystyle \phi }
+ 0.5 degrees on the WGS84 spheroid is
Δ
lat
1
=
111
132.954
−
559.822
cos
2
ϕ
+
1.175
cos
4
ϕ
{\displaystyle \Delta _{\text{lat}}^{1}=111\,132.954-559.822\cos 2\phi +1.175\cos 4\phi }
The variation of this distance with latitude (on WGS84) is shown in the table along with the length of a degree of longitude (east–west distance):
Δ
long
1
=
π
a
cos
ϕ
180
∘
1
−
e
2
sin
2
ϕ
{\displaystyle \Delta _{\text{long}}^{1}={\frac {\pi a\cos \phi }{180^{\circ }{\sqrt {1-e^{2}\sin ^{2}\phi }}}}\,}
A calculator for any latitude is provided by the U.S. Government's National Geospatial-Intelligence Agency (NGA).The following graph illustrates the variation of both a degree of latitude and a degree of longitude with latitude.
== Auxiliary latitudes ==
There are six auxiliary latitudes that have applications to special problems in geodesy, geophysics and the theory of map projections:
Geocentric latitude
Parametric (or reduced) latitude
Rectifying latitude
Authalic latitude
Conformal latitude
Isometric latitudeThe definitions given in this section all relate to locations on the reference ellipsoid but the first two auxiliary latitudes, like the geodetic latitude, can be extended to define a three-dimensional geographic coordinate system as discussed below. The remaining latitudes are not used in this way; they are used only as intermediate constructs in map projections of the reference ellipsoid to the plane or in calculations of geodesics on the ellipsoid. Their numerical values are not of interest. For example, no one would need to calculate the authalic latitude of the Eiffel Tower.
The expressions below give the auxiliary latitudes in terms of the geodetic latitude, the semi-major axis, a, and the eccentricity, e. (For inverses see below.) The forms given are, apart from notational variants, those in the standard reference for map projections, namely "Map projections: a working manual" by J. P. Snyder. Derivations of these expressions may be found in Adams and online publications by Osborne and Rapp.
=== Geocentric latitude ===
The geocentric latitude is the angle between the equatorial plane and the radius from the centre to a point of interest.
When the point is on the surface of the ellipsoid, the relation between the geocentric latitude (θ) and the geodetic latitude (ϕ) is:
θ
(
ϕ
)
=
tan
−
1
(
(
1
−
e
2
)
tan
ϕ
)
=
tan
−
1
(
(
1
−
f
)
2
tan
ϕ
)
.
{\displaystyle \theta (\phi )=\tan ^{-1}\left(\left(1-e^{2}\right)\tan \phi \right)=\tan ^{-1}\left((1-f)^{2}\tan \phi \right)\,.}
For points not on the surface of the ellipsoid, the relationship involves additionally the ellipsoidal height h:
θ
(
ϕ
,
h
)
=
tan
−
1
(
N
(
1
−
f
)
2
+
h
N
+
h
tan
ϕ
)
{\displaystyle \theta (\phi ,h)=\tan ^{-1}\left({\frac {N(1-f)^{2}+h}{N+h}}\tan \phi \right)}
where N is the prime vertical radius of curvature. The geodetic and geocentric latitudes are equal at the equator and at the poles but at other latitudes they differ by a few minutes of arc. Taking the value of the squared eccentricity as 0.0067 (it depends on the choice of ellipsoid) the maximum difference of
ϕ
−
θ
{\displaystyle \phi {-}\theta }
may be shown to be about 11.5 minutes of arc at a geodetic latitude of approximately 45° 6′.
=== Parametric latitude (or reduced latitude) ===
The parametric latitude or reduced latitude, β, is defined by the radius drawn from the centre of the ellipsoid to that point Q on the surrounding sphere (of radius a) which is the projection parallel to the Earth's axis of a point P on the ellipsoid at latitude ϕ. It was introduced by Legendre and Bessel who solved problems for geodesics on the ellipsoid by transforming them to an equivalent problem for spherical geodesics by using this smaller latitude. Bessel's notation, u(ϕ), is also used in the current literature. The parametric latitude is related to the geodetic latitude by:
β
(
ϕ
)
=
tan
−
1
(
1
−
e
2
tan
ϕ
)
=
tan
−
1
(
(
1
−
f
)
tan
ϕ
)
{\displaystyle \beta (\phi )=\tan ^{-1}\left({\sqrt {1-e^{2}}}\tan \phi \right)=\tan ^{-1}\left((1-f)\tan \phi \right)}
The alternative name arises from the parameterization of the equation of the ellipse describing a meridian section. In terms of Cartesian coordinates p, the distance from the minor axis, and z, the distance above the equatorial plane, the equation of the ellipse is:
p
2
a
2
+
z
2
b
2
=
1
.
{\displaystyle {\frac {p^{2}}{a^{2}}}+{\frac {z^{2}}{b^{2}}}=1\,.}
The Cartesian coordinates of the point are parameterized by
p
=
a
cos
β
,
z
=
b
sin
β
;
{\displaystyle p=a\cos \beta \,,\qquad z=b\sin \beta \,;}
Cayley suggested the term parametric latitude because of the form of these equations.The parametric latitude is not used in the theory of map projections. Its most important application is in the theory of ellipsoid geodesics, (Vincenty, Karney).
=== Rectifying latitude ===
The rectifying latitude, μ, is the meridian distance scaled so that its value at the poles is equal to 90 degrees or π/2 radians:
μ
(
ϕ
)
=
π
2
m
(
ϕ
)
m
p
{\displaystyle \mu (\phi )={\frac {\pi }{2}}{\frac {m(\phi )}{m_{\mathrm {p} }}}}
where the meridian distance from the equator to a latitude ϕ is (see Meridian arc)
m
(
ϕ
)
=
a
(
1
−
e
2
)
∫
0
ϕ
(
1
−
e
2
sin
2
ϕ
′
)
−
3
2
d
ϕ
′
,
{\displaystyle m(\phi )=a\left(1-e^{2}\right)\int _{0}^{\phi }\left(1-e^{2}\sin ^{2}\phi '\right)^{-{\frac {3}{2}}}\,d\phi '\,,}
and the length of the meridian quadrant from the equator to the pole (the polar distance) is
m
p
=
m
(
π
2
)
.
{\displaystyle m_{\mathrm {p} }=m\left({\frac {\pi }{2}}\right)\,.}
Using the rectifying latitude to define a latitude on a sphere of radius
R
=
2
m
p
π
{\displaystyle R={\frac {2m_{\mathrm {p} }}{\pi }}}
defines a projection from the ellipsoid to the sphere such that all meridians have true length and uniform scale. The sphere may then be projected to the plane with an equirectangular projection to give a double projection from the ellipsoid to the plane such that all meridians have true length and uniform meridian scale. An example of the use of the rectifying latitude is the equidistant conic projection. (Snyder, Section 16). The rectifying latitude is also of great importance in the construction of the Transverse Mercator projection.
=== Authalic latitude ===
The authalic latitude (after the Greek for "same area"), ξ, gives an equal-area projection to a sphere.
ξ
(
ϕ
)
=
sin
−
1
(
q
(
ϕ
)
q
p
)
{\displaystyle \xi (\phi )=\sin ^{-1}\left({\frac {q(\phi )}{q_{\mathrm {p} }}}\right)}
where
q
(
ϕ
)
=
(
1
−
e
2
)
sin
ϕ
1
−
e
2
sin
2
ϕ
−
1
−
e
2
2
e
ln
(
1
−
e
sin
ϕ
1
+
e
sin
ϕ
)
=
(
1
−
e
2
)
sin
ϕ
1
−
e
2
sin
2
ϕ
+
1
−
e
2
e
tanh
−
1
(
e
sin
ϕ
)
{\displaystyle {\begin{aligned}q(\phi )&={\frac {\left(1-e^{2}\right)\sin \phi }{1-e^{2}\sin ^{2}\phi }}-{\frac {1-e^{2}}{2e}}\ln \left({\frac {1-e\sin \phi }{1+e\sin \phi }}\right)\\[2pt]&={\frac {\left(1-e^{2}\right)\sin \phi }{1-e^{2}\sin ^{2}\phi }}+{\frac {1-e^{2}}{e}}\tanh ^{-1}(e\sin \phi )\end{aligned}}}
and
q
p
=
q
(
π
2
)
=
1
−
1
−
e
2
2
e
ln
(
1
−
e
1
+
e
)
=
1
+
1
−
e
2
e
tanh
−
1
e
{\displaystyle {\begin{aligned}q_{\mathrm {p} }=q\left({\frac {\pi }{2}}\right)&=1-{\frac {1-e^{2}}{2e}}\ln \left({\frac {1-e}{1+e}}\right)\\&=1+{\frac {1-e^{2}}{e}}\tanh ^{-1}e\end{aligned}}}
and the radius of the sphere is taken as
R
q
=
a
q
p
2
.
{\displaystyle R_{q}=a{\sqrt {\frac {q_{\mathrm {p} }}{2}}}\,.}
An example of the use of the authalic latitude is the Albers equal-area conic projection.: §14
=== Conformal latitude ===
The conformal latitude, χ, gives an angle-preserving (conformal) transformation to the sphere.
χ
(
ϕ
)
=
2
tan
−
1
[
(
1
+
sin
ϕ
1
−
sin
ϕ
)
(
1
−
e
sin
ϕ
1
+
e
sin
ϕ
)
e
]
1
2
−
π
2
=
2
tan
−
1
[
tan
(
ϕ
2
+
π
4
)
(
1
−
e
sin
ϕ
1
+
e
sin
ϕ
)
e
2
]
−
π
2
=
tan
−
1
[
sinh
(
sinh
−
1
(
tan
ϕ
)
−
e
tanh
−
1
(
e
sin
ϕ
)
)
]
=
gd
[
gd
−
1
(
ϕ
)
−
e
tanh
−
1
(
e
sin
ϕ
)
]
{\displaystyle {\begin{aligned}\chi (\phi )&=2\tan ^{-1}\left[\left({\frac {1+\sin \phi }{1-\sin \phi }}\right)\left({\frac {1-e\sin \phi }{1+e\sin \phi }}\right)^{e}\right]^{\frac {1}{2}}-{\frac {\pi }{2}}\\[2pt]&=2\tan ^{-1}\left[\tan \left({\frac {\phi }{2}}+{\frac {\pi }{4}}\right)\left({\frac {1-e\sin \phi }{1+e\sin \phi }}\right)^{\frac {e}{2}}\right]-{\frac {\pi }{2}}\\[2pt]&=\tan ^{-1}\left[\sinh \left(\sinh ^{-1}(\tan \phi )-e\tanh ^{-1}(e\sin \phi )\right)\right]\\&=\operatorname {gd} \left[\operatorname {gd} ^{-1}(\phi )-e\tanh ^{-1}(e\sin \phi )\right]\end{aligned}}}
where gd(x) is the Gudermannian function. (See also Mercator projection.)
The conformal latitude defines a transformation from the ellipsoid to a sphere of arbitrary radius such that the angle of intersection between any two lines on the ellipsoid is the same as the corresponding angle on the sphere (so that the shape of small elements is well preserved). A further conformal transformation from the sphere to the plane gives a conformal double projection from the ellipsoid to the plane. This is not the only way of generating such a conformal projection. For example, the 'exact' version of the Transverse Mercator projection on the ellipsoid is not a double projection. (It does, however, involve a generalisation of the conformal latitude to the complex plane).
=== Isometric latitude ===
The isometric latitude, ψ, is used in the development of the ellipsoidal versions of the normal Mercator projection and the Transverse Mercator projection. The name "isometric" arises from the fact that at any point on the ellipsoid equal increments of ψ and longitude λ give rise to equal distance displacements along the meridians and parallels respectively. The graticule defined by the lines of constant ψ and constant λ, divides the surface of the ellipsoid into a mesh of squares (of varying size). The isometric latitude is zero at the equator but rapidly diverges from the geodetic latitude, tending to infinity at the poles. The conventional notation is given in Snyder (page 15):
ψ
(
ϕ
)
=
ln
[
tan
(
π
4
+
ϕ
2
)
]
+
e
2
ln
[
1
−
e
sin
ϕ
1
+
e
sin
ϕ
]
=
sinh
−
1
(
tan
ϕ
)
−
e
tanh
−
1
(
e
sin
ϕ
)
=
gd
−
1
(
ϕ
)
−
e
tanh
−
1
(
e
sin
ϕ
)
.
{\displaystyle {\begin{aligned}\psi (\phi )&=\ln \left[\tan \left({\frac {\pi }{4}}+{\frac {\phi }{2}}\right)\right]+{\frac {e}{2}}\ln \left[{\frac {1-e\sin \phi }{1+e\sin \phi }}\right]\\&=\sinh ^{-1}(\tan \phi )-e\tanh ^{-1}(e\sin \phi )\\&=\operatorname {gd} ^{-1}(\phi )-e\tanh ^{-1}(e\sin \phi ).\end{aligned}}}
For the normal Mercator projection (on the ellipsoid) this function defines the spacing of the parallels: if the length of the equator on the projection is E (units of length or pixels) then the distance, y, of a parallel of latitude ϕ from the equator is
y
(
ϕ
)
=
E
2
π
ψ
(
ϕ
)
.
{\displaystyle y(\phi )={\frac {E}{2\pi }}\psi (\phi )\,.}
The isometric latitude ψ is closely related to the conformal latitude χ:
ψ
(
ϕ
)
=
gd
−
1
χ
(
ϕ
)
.
{\displaystyle \psi (\phi )=\operatorname {gd} ^{-1}\chi (\phi )\,.}
=== Inverse formulae and series ===
The formulae in the previous sections give the auxiliary latitude in terms of the geodetic latitude. The expressions for the geocentric and parametric latitudes may be inverted directly but this is impossible in the four remaining cases: the rectifying, authalic, conformal, and isometric latitudes. There are two methods of proceeding.
The first is a numerical inversion of the defining equation for each and every particular value of the auxiliary latitude. The methods available are fixed-point iteration and Newton–Raphson root finding.
When converting from isometric or conformal to geodetic, two iterations of Newton-Raphson gives double precision accuracy.
The other, more useful, approach is to express the auxiliary latitude as a series in terms of the geodetic latitude and then invert the series by the method of Lagrange reversion. Such series are presented by Adams who uses Taylor series expansions and gives coefficients in terms of the eccentricity. Orihuela gives series for the conversions between all pairs of auxiliary latitudes in terms of the third flattening, n = (a - b)/(a + b). Karney establishes that the truncation errors for such series are consistently smaller that the equivalent series in terms of the eccentricity. The series method is not applicable to the isometric latitude and one must find the conformal latitude in an intermediate step.
=== Numerical comparison of auxiliary latitudes ===
The plot to the right shows the difference between the geodetic latitude and the auxiliary latitudes other than the isometric latitude (which diverges to infinity at the poles) for the case of the WGS84 ellipsoid. The differences shown on the plot are in arc minutes.
In the Northern hemisphere (positive latitudes), θ ≤ χ ≤ μ ≤ ξ ≤ β ≤ ϕ; in the Southern hemisphere (negative latitudes), the inequalities are reversed, with equality at the equator and the poles. Although the graph appears symmetric about 45°, the minima of the curves actually lie between 45° 2′ and 45° 6′. Some representative data points are given in the table below. The conformal and geocentric latitudes are nearly indistinguishable, a fact that was exploited in the days of hand calculators to expedite the construction of map projections.: 108 To first order in the flattening f, the auxiliary latitudes can be expressed as
ζ = ϕ − Cf sin 2ϕ
where the constant C takes on the values
[1⁄2, 2⁄3, 3⁄4, 1, 1]
for
ζ = [β, ξ, μ, χ, θ].
== Latitude and coordinate systems ==
The geodetic latitude, or any of the auxiliary latitudes defined on the reference ellipsoid, constitutes with longitude a two-dimensional coordinate system on that ellipsoid. To define the position of an arbitrary point it is necessary to extend such a coordinate system into three dimensions. Three latitudes are used in this way: the geodetic, geocentric and parametric latitudes are used in geodetic coordinates, spherical polar coordinates and ellipsoidal coordinates respectively.
=== Geodetic coordinates ===
At an arbitrary point P consider the line PN which is normal to the reference ellipsoid. The geodetic coordinates P(ɸ,λ,h) are the latitude and longitude of the point N on the ellipsoid and the distance PN. This height differs from the height above the geoid or a reference height such as that above mean sea level at a specified location. The direction of PN will also differ from the direction of a vertical plumb line. The relation of these different heights requires knowledge of the shape of the geoid and also the gravity field of the Earth.
=== Spherical polar coordinates ===
The geocentric latitude θ is the complement of the polar angle or colatitude θ′ in conventional spherical polar coordinates in which the coordinates of a point are P(r,θ′,λ) where r is the distance of P from the centre O, θ′ is the angle between the radius vector and the polar axis and λ is longitude. Since the normal at a general point on the ellipsoid does not pass through the centre it is clear that points P' on the normal, which all have the same geodetic latitude, will have differing geocentric latitudes. Spherical polar coordinate systems are used in the analysis of the gravity field.
=== Ellipsoidal-harmonic coordinates ===
The parametric latitude can also be extended to a three-dimensional coordinate system. For a point P not on the reference ellipsoid (semi-axes OA and OB) construct an auxiliary ellipsoid which is confocal (same foci F, F′) with the reference ellipsoid: the necessary condition is that the product ae of semi-major axis and eccentricity is the same for both ellipsoids. Let u be the semi-minor axis (OD) of the auxiliary ellipsoid. Further let β be the parametric latitude of P on the auxiliary ellipsoid. The set (u,β,λ) define the ellipsoidal-harmonic coordinates or simply ellipsoidal coordinates: §4.2.2 (although that term is also used to refer to geodetic coordinate). These coordinates are the natural choice in models of the gravity field for a rotating ellipsoidal body.
The above applies to a biaxial ellipsoid (a spheroid, as in oblate spheroidal coordinates); for a generalization, see triaxial ellipsoidal coordinates.
=== Coordinate conversions ===
The relations between the above coordinate systems, and also Cartesian coordinates are not presented here. The transformation between geodetic and Cartesian coordinates may be found in geographic coordinate conversion. The relation of Cartesian and spherical polars is given in spherical coordinate system. The relation of Cartesian and ellipsoidal coordinates is discussed in Torge.
== Astronomical latitude ==
Astronomical latitude (Φ) is the angle between the equatorial plane and the true vertical direction at a point on the surface. The true vertical, the direction of a plumb line, is also the gravity direction (the resultant of the gravitational acceleration (mass-based) and the centrifugal acceleration) at that latitude. Astronomic latitude is calculated from angles measured between the zenith and stars whose declination is accurately known.
In general the true vertical at a point on the surface does not exactly coincide with either the normal to the reference ellipsoid or the normal to the geoid. The geoid is an idealized, theoretical shape "at mean sea level". Points on land do not lie precisely on the geoid, and the vertical at a point at a specific time is influenced by tidal forces which the theoretical geoid averages out. The angle between the astronomic and geodetic normals is called vertical deflection and is usually a few seconds of arc but it is important in geodesy.Astronomical latitude is not to be confused with declination, the coordinate astronomers use in a similar way to specify the angular position of stars north–south of the celestial equator (see equatorial coordinates), nor with ecliptic latitude, the coordinate that astronomers use to specify the angular position of stars north–south of the ecliptic (see ecliptic coordinates).
== See also ==
== References ==
=== Footnotes ===
=== Citations ===
== External links ==
GEONets Names Server Archived 2008-03-09 at the Wayback Machine, access to the National Geospatial-Intelligence Agency's (NGA) database of foreign geographic feature names.
Resources for determining your latitude and longitude Archived 2008-05-19 at the Wayback Machine
Convert decimal degrees into degrees, minutes, seconds Archived 2012-11-07 at the Wayback Machine - Info about decimal to sexagesimal conversion
Convert decimal degrees into degrees, minutes, seconds
Distance calculation based on latitude and longitude - JavaScript version
16th Century Latitude Survey
Determination of Latitude by Francis Drake on the Coast of California in 1579
|
British Columbia
|
British Columbia (commonly abbreviated as BC) is the westernmost province of Canada. Situated between the Pacific Ocean and the Rocky Mountains, the province has a diverse geography, with rugged landscapes that include rocky coastlines, sandy beaches, forests, lakes, mountains, inland deserts and grassy plains. British Columbia borders the province of Alberta to the east, the territories of Yukon and the Northwest Territories to the north, and the US states of Washington, Idaho and Montana to the south and Alaska to the northwest. With an estimated population of over 5.4 million as of 2023, it is Canada's third-most populous province. The capital of British Columbia is Victoria, while the province's largest city is Vancouver. Vancouver and its suburbs together make up the third-largest metropolitan area in Canada; with the 2021 census recording 2.6 million people in Metro Vancouver.The first known human inhabitants of the area settled in British Columbia at least 10,000 years ago. Such groups include the Coast Salish, Tsilhqotʼin, and Haida peoples, among many others. One of the earliest British settlements in the area was Fort Victoria, established in 1843, which gave rise to the city of Victoria, the capital of the Colony of Vancouver Island. The Colony of British Columbia (1858–1866) was subsequently founded by Richard Clement Moody, and by the Royal Engineers, Columbia Detachment, in response to the Fraser Canyon Gold Rush. Moody selected the site for and founded the mainland colony's capital New Westminster. The colonies of Vancouver Island and British Columbia were incorporated in 1866, subsequent to which Victoria became the united colony's capital. In 1871, British Columbia entered Confederation as the sixth province of Canada, in enactment of the British Columbia Terms of Union.
British Columbia is a diverse and cosmopolitan province, drawing on a plethora of cultural influences from its British Canadian, European, and Asian diasporas, as well as the Indigenous population. Though the province's ethnic majority originates from the British Isles, many British Columbians also trace their ancestors to continental Europe, East Asia, and South Asia. Indigenous Canadians constitute about 6 percent of the province's total population. Christianity is the largest religion in the region, though the majority of the population is non-religious. English is the common language of the province, although Punjabi, Mandarin Chinese, and Cantonese also have a large presence in the Metro Vancouver region. The Franco-Columbian community is an officially recognized linguistic minority, and around one percent of British Columbians claim French as their mother tongue. British Columbia is home to at least 34 distinct Indigenous languages.Major sectors of British Columbia's economy include forestry, mining, filmmaking and video production, tourism, real estate, construction, wholesale, and retail. Its main exports include lumber and timber, pulp and paper products, copper, coal, and natural gas. British Columbia exhibits high property values and is a significant centre for maritime trade: the Port of Vancouver is the largest port in Canada and the most diversified port in North America. Although less than 5 percent of the province's territory is arable land, significant agriculture exists in the Fraser Valley and Okanagan due to the warmer climate. British Columbia is home to 45% of all publicly listed companies in Canada.
== Etymology ==
The province's name was chosen by Queen Victoria, when the Colony of British Columbia (1858–1866), i.e., "the Mainland", became a British colony in 1858. It refers to the Columbia District, the British name for the territory drained by the Columbia River, in southeastern British Columbia, which was the namesake of the pre-Oregon Treaty Columbia Department of the Hudson's Bay Company. Queen Victoria chose British Columbia to distinguish what was the British sector of the Columbia District from the United States' ("American Columbia" or "Southern Columbia"), which became the Oregon Territory on August 8, 1848, as a result of the treaty.Ultimately, the Columbia in the name British Columbia is derived from the name of the Columbia Rediviva, an American ship which lent its name to the Columbia River and later the wider region; the Columbia in the name Columbia Rediviva came from the name Columbia for the New World or parts thereof, a reference to Christopher Columbus.
The governments of Canada and British Columbia recognize Colombie-Britannique as the French name for the province.
== Geography ==
British Columbia is bordered to the west by the Pacific Ocean and the American state of Alaska, to the north by Yukon and the Northwest Territories, to the east by the province of Alberta, and to the south by the American states of Washington, Idaho, and Montana. The southern border of British Columbia was established by the 1846 Oregon Treaty, although its history is tied with lands as far south as California. British Columbia's land area is 944,735 square kilometres (364,800 sq mi). British Columbia's rugged coastline stretches for more than 27,000 kilometres (17,000 mi), and includes deep, mountainous fjords and about 6,000 islands, most of which are uninhabited. It is the only province in Canada that borders the Pacific Ocean.
British Columbia's capital is Victoria, located at the southeastern tip of Vancouver Island. Only a narrow strip of Vancouver Island, from Campbell River to Victoria, is significantly populated. Much of the western part of Vancouver Island and the rest of the coast is covered by temperate rainforest.
The province's most populous city is Vancouver, which is at the confluence of the Fraser River and Georgia Strait, in the mainland's southwest corner (an area often called the Lower Mainland). By land area, Abbotsford is the largest city. Vanderhoof is near the geographic centre of the province.
The Coast Mountains and the Inside Passage's many inlets provide some of British Columbia's renowned and spectacular scenery, which forms the backdrop and context for a growing outdoor adventure and ecotourism industry. 75 percent of the province is mountainous (more than 1,000 m [3,300 ft] above sea level); 60 percent is forested; and only about 5 percent is arable.
The province's mainland away from the coastal regions is somewhat moderated by the Pacific Ocean. Terrain ranges from dry inland forests and semi-arid valleys, to the range and canyon districts of the Central and Southern Interior, to boreal forest and subarctic prairie in the Northern Interior. High mountain regions both north and south have subalpine flora and subalpine climate.
The Okanagan wine area, extending from Vernon to Osoyoos at the United States border, is one of several wine and cider-producing regions in Canada. Other wine regions in British Columbia include the Cowichan Valley on Vancouver Island and the Fraser Valley.
The Southern Interior cities of Kamloops and Penticton have some of the warmest and longest summer climates in Canada (while higher elevations are cold and snowy), although their temperatures are often exceeded north of the Fraser Canyon, close to the confluence of the Fraser and Thompson rivers, where the terrain is rugged and covered with desert-type flora. Semi-desert grassland is found in large areas of the Interior Plateau, with land uses ranging from ranching at lower altitudes to forestry at higher ones.
The northern, mostly mountainous, two-thirds of the province is largely unpopulated and undeveloped, except for the area east of the Rockies, where the Peace River Country contains BC's portion of the Canadian Prairies, centred at the city of Dawson Creek.
British Columbia is considered part of the Pacific Northwest and the Cascadia bioregion, along with the American states of Alaska, Idaho, (western) Montana, Oregon, Washington, and (northern) California.
=== Climate ===
Because of the many mountain ranges and rugged coastline, British Columbia's climate varies dramatically across the province.
Coastal southern British Columbia has a mild, rainy oceanic climate, influenced by the North Pacific Current, which has its origins in the Kuroshio Current. Hucuktlis Lake on Vancouver Island receives an average of 6,903 mm (271.8 in) of rain annually, and some parts of the area are even classified as warm-summer Mediterranean, the northernmost occurrence in the world.
Due to the blocking presence of successive mountain ranges, the climate of some of the interior valleys of the province (such as the Thompson, parts of the Fraser Canyon, the southern Cariboo and parts of the Okanagan) is semi-arid with certain locations receiving less than 250 millimetres (10 in) in annual precipitation. The annual mean temperature in the most populated areas of the province is up to 12 °C (54 °F), the mildest anywhere in Canada.
The valleys of the Southern Interior have short winters with only brief bouts of cold or infrequent heavy snow, while those in the Cariboo, in the Central Interior, are colder because of increased altitude and latitude, but without the intensity or duration experienced at similar latitudes elsewhere in Canada. Outside of the driest valleys, the Southern and Central Interior generally have a humid continental climate with widely variable precipitation. For example, the average daily low in Prince George (roughly in the middle of the province) in January is −12 °C (10 °F). Small towns in the southern interior with high elevation such as Princeton are typically colder and snowier than cities in the valleys.Heavy snowfall occurs in all elevated mountainous terrain providing bases for skiers in both south and central British Columbia. Annual snowfall on highway mountain passes in the southern interior rivals some of the snowiest cities in Canada, and freezing rain and fog are sometimes present on such roads as well. This can result in hazardous driving conditions, as people are usually travelling between warmer areas such as Vancouver or Kamloops, and may be unaware that the conditions may be slippery and cold.
Winters are generally severe in the Northern Interior which is generally in the subarctic climate zone, but even there, milder air can penetrate far inland. The coldest temperature in British Columbia was recorded in Smith River, where it dropped to −58.9 °C (−74.0 °F) on January 31, 1947, one of the coldest readings recorded anywhere in North America. Atlin in the province's far northwest, along with the adjoining Southern Lakes region of Yukon, get midwinter thaws caused by the Chinook effect, which is also common (and much warmer) in more southerly parts of the Interior.
During winter on the coast, rainfall, sometimes relentless heavy rain, dominates because of consistent barrages of cyclonic low-pressure systems from the North Pacific. Average snowfall on the coast during a normal winter is between 25 and 50 centimetres (10 and 20 in), but on occasion (and not every winter) heavy snowfalls with more than 20 centimetres (8 in) and well below freezing temperatures arrive when modified arctic air reaches coastal areas, typically for short periods, and can take temperatures below −10 °C (14 °F), even at sea level. Arctic outflow winds can occasionally result in wind chill temperatures at or even below −17.8 °C (0.0 °F).. While winters are very wet, coastal areas are generally milder and dry during summer under the influence of stable anti-cyclonic high pressure.
Southern Interior valleys are hot in summer; for example, in Osoyoos, the July maximum temperature averages 31.7 °C (89.1 °F), making it the hottest month of any location in Canada; this hot weather sometimes spreads towards the coast or to the far north of the province. Temperatures often exceed 40 °C (104 °F) in the lower elevations of valleys in the Interior during mid-summer, with the record high of 49.6 °C (121.3 °F) being held in Lytton on June 29, 2021, during a record-breaking heat wave that year.
The extended summer dryness often creates conditions that spark forest fires, from dry-lightning or man-made causes. Many areas of the province are often covered by a blanket of heavy cloud and low fog during the winter months, in contrast to abundant summer sunshine. Annual sunshine hours vary from 2200 near Cranbrook and Victoria to less than 1300 in Prince Rupert, on the North Coast just south of Southeast Alaska.
The exception to British Columbia's wet and cloudy winters is during the El Niño phase. During El Niño events, the jet stream is much farther south across North America, making the province's winters milder and drier than normal. Winters are much wetter and cooler during the opposite phase, La Niña.
=== Parks and protected areas ===
There are 14 designations of parks and protected areas in the province that reflect the different administration and creation of these areas in a modern context. There are 141 ecological reserves, 35 provincial marine parks, 7 provincial heritage sites, 6 National Historic Sites of Canada, 4 national parks and 3 national park reserves. 12.5 percent of the province's area (114,000 km2 or 44,000 sq mi) is considered protected under one of the 14 different designations that includes over 800 distinct areas.
British Columbia contains seven of Canada's national parks and National Park Reserves:
Glacier National Park
Gulf Islands National Park Reserve
Gwaii Haanas National Park Reserve and Haida Heritage Site
Kootenay National Park
Mount Revelstoke National Park
Pacific Rim National Park Reserve
Yoho National ParkBritish Columbia contains a large number of provincial parks, run by BC Parks under the aegis of the Ministry of Environment. British Columbia's provincial parks system is the second largest parks system in Canada, the largest being Canada's National Parks system.
Another tier of parks in British Columbia are regional parks, which are maintained and run by the province's regional districts. The Ministry of Forests operates forest recreation sites.
In addition to these areas, over 47,000 square kilometres (18,000 sq mi) of arable land are protected by the Agricultural Land Reserve.
=== Fauna ===
Much of the province is undeveloped, so populations of many mammalian species that have become rare in much of the United States still flourish in British Columbia. Watching animals of various sorts, including a very wide range of birds, has long been popular. Bears (grizzly, black—including the Kermode bear or spirit bear) live here, as do deer, elk, moose, caribou, big-horn sheep, mountain goats, marmots, beavers, muskrats, coyotes, wolves, mustelids (such as wolverines, badgers and fishers), cougars, eagles, ospreys, herons, Canada geese, swans, loons, hawks, owls, ravens, harlequin ducks, and many other sorts of ducks. Smaller birds (robins, jays, grosbeaks, chickadees, and so on) also abound. Murrelets are known from Frederick Island, a small island off the coast of Haida Gwaii.Many healthy populations of fish are present, including salmonids such as several species of salmon, trout, steelhead, and char. Besides salmon and trout, sport-fishers in BC also catch halibut, bass, and sturgeon. On the coast, harbour seals and river otters are common. Cetacean species native to the coast include the orca, humpback whale, grey whale, harbour porpoise, Dall's porpoise, Pacific white-sided dolphin and minke whale.
Some endangered species in British Columbia are: Vancouver Island marmot, spotted owl, American white pelican, and badgers.
=== Forests ===
White spruce or Engelmann spruce and their hybrids occur in 12 of the 14 biogeoclimatic zones of British Columbia. Common types of trees present in BC's forests include western redcedar, yellow-cedar, Rocky Mountain juniper, lodgepole pine, ponderosa or yellow pine, whitebark pine, limber pine, western white pine, western larch, tamarack, alpine larch, white spruce, Engelmann spruce, Sitka spruce, black spruce, grand fir, Amabilis fir, subalpine fir, western hemlock, mountain hemlock, Douglas-fir, western yew, Pacific dogwood, bigleaf maple, Douglas maple, vine maple, arbutus, black hawthorn, cascara, Garry oak, Pacific crab apple, choke cherry, pin cherry, bitter cherry, red alder, mountain alder, paper birch, water birch, black cottonwood, balsam poplar, trembling aspen.
=== Traditional plant foods ===
First Nations peoples of British Columbia used plants for food, and to produce material goods like fuel and building products. Plant foods included berries, and roots like camas.
=== Ecozones ===
Environment Canada subdivides British Columbia into six ecozones:
Pacific Marine
Pacific Maritime
Boreal Cordillera
Montane Cordillera
Taiga Plains
Boreal Plains Ecozones.
== History ==
=== Indigenous societies ===
The area now known as British Columbia is home to First Nations groups that have a deep history with a significant number of indigenous languages. There are more than 200 First Nations in BC. Prior to contact (with non-Aboriginal people), human history is known from oral histories of First Nations groups, archaeological investigations, and from early records from explorers encountering societies early in the period.
The arrival of Paleoindians from Beringia took place between 20,000 and 12,000 years ago. Hunter-gatherer families were the main social structure from 10,000 to 5,000 years ago. The nomadic population lived in non-permanent structures foraging for nuts, berries and edible roots while hunting and trapping larger and small game for food and furs. Around 5,000 years ago individual groups started to focus on resources available to them locally. Coast Salish peoples had complex land management practices linked to ecosystem health and resilience. Forest gardens on Canada's northwest coast included crabapple, hazelnut, cranberry, wild plum, and wild cherry species. Thus with the passage of time there is a pattern of increasing regional generalization with a more sedentary lifestyle. These indigenous populations evolved over the next 5,000 years across a large area into many groups with shared traditions and customs.
To the northwest of the province are the peoples of the Na-Dene languages, which include the Athapaskan-speaking peoples and the Tlingit, who lived on the islands of southern Alaska and northern British Columbia. The Na-Dene language group is believed to be linked to the Yeniseian languages of Siberia. The Dene of the western Arctic may represent a distinct wave of migration from Asia to North America. The Interior of British Columbia was home to the Salishan language groups such as the Shuswap (Secwepemc), Okanagan and Athabaskan language groups, primarily the Dakelh (Carrier) and the Tsilhqot'in. The inlets and valleys of the British Columbia coast sheltered large, distinctive populations, such as the Haida, Kwakwaka'wakw and Nuu-chah-nulth, sustained by the region's abundant salmon and shellfish. These peoples developed complex cultures dependent on the western red cedar that included wooden houses, seagoing whaling and war canoes and elaborately carved potlatch items and totem poles.Contact with Europeans brought a series of devastating epidemics of diseases from Europe the people had no immunity to. The result was a dramatic population collapse, culminating in the 1862 Smallpox outbreak in Victoria that spread throughout the coast. European settlement did not bode well for the remaining native population of British Columbia. Colonial officials deemed colonists could make better use of the land than the First Nations people, and thus the land territory be owned by the colonists.: 120 To ensure colonists would be able to settle properly and make use of the land, First Nations were forcibly relocated onto reserves, which were often too small to support their way of life.: 120–121 By the 1930s, British Columbia had over 1500 reserves.: 121
=== Fur trade and colonial era ===
Lands now known as British Columbia were added to the British Empire during the 19th century. Colonies originally begun with the support of the Hudson's Bay Company (Vancouver Island, the mainland) were amalgamated, then entered Confederation as British Columbia in 1871 as part of the Dominion of Canada.
During the 1770s, smallpox killed at least 30 percent of the Pacific Northwest First Nations. This devastating epidemic was the first in a series; the 1862 Pacific Northwest smallpox epidemic killed about half to two-thirds of the native population of what became British Columbia.
The arrival of Europeans began around the mid-18th century, as fur traders entered the area to harvest sea otters. While it is thought Sir Francis Drake may have explored the British Columbian coast in 1579, it was Juan Pérez who completed the first documented voyage, which took place in 1774. Juan Francisco de la Bodega y Quadra explored the coast in 1775. In doing so, Pérez and Quadra reasserted the Spanish claim for the Pacific coast, first made by Vasco Núñez de Balboa in 1513.
The explorations of James Cook in 1778 and George Vancouver in 1792 and 1793 established British jurisdiction over the coastal area north and west of the Columbia River. In 1793, Sir Alexander Mackenzie was the first European to journey across North America overland to the Pacific Ocean, inscribing a stone marking his accomplishment on the shoreline of Dean Channel near Bella Coola. His expedition theoretically established British sovereignty inland, and a succession of other fur company explorers charted the maze of rivers and mountain ranges between the Canadian Prairies and the Pacific. Mackenzie and other explorers—notably John Finlay, Simon Fraser, Samuel Black, and David Thompson—were primarily concerned with extending the fur trade, rather than political considerations. In 1794, by the third of a series of agreements known as the Nootka Conventions, Spain conceded its claims of exclusivity in the Pacific. This opened the way for formal claims and colonization by other powers, including Britain, but because of the Napoleonic Wars, there was little British action on its claims in the region until later.
The establishment of trading posts by the North West Company and the Hudson's Bay Company (HBC), effectively established a permanent British presence in the region. The Columbia District was broadly defined as being south of 54°40 north latitude, (the southern limit of Russian America), north of Mexican-controlled California, and west of the Rocky Mountains. It was, by the Anglo-American Convention of 1818, under the "joint occupancy and use" of citizens of the United States and subjects of Britain (which is to say, the fur companies). This co-occupancy was ended with the Oregon Treaty of 1846.
The major supply route was the York Factory Express between Hudson Bay and Fort Vancouver. Some of the early outposts grew into settlements, communities, and cities. Among the places in British Columbia that began as fur trading posts are Fort St. John (established 1794); Hudson's Hope (1805); Fort Nelson (1805); Fort St. James (1806); Prince George (1807); Kamloops (1812); Fort Langley (1827); Fort Victoria (1843); Yale (1848); and Nanaimo (1853). Fur company posts that became cities in what is now the United States include Vancouver, Washington (Fort Vancouver), formerly the "capital" of Hudson's Bay operations in the Columbia District, Colville, Washington and Walla Walla, Washington (old Fort Nez Percés).
With the amalgamation of the two fur trading companies in 1821, modern-day British Columbia existed in three fur trading departments. The bulk of the central and northern interior was organized into the New Caledonia district, administered from Fort St. James. The interior south of the Thompson River watershed and north of the Columbia was organized into the Columbia District, administered from Fort Vancouver on the lower Columbia River. The northeast corner of the province east of the Rockies, known as the Peace River Block, was attached to the much larger Athabasca District, headquartered in Fort Chipewyan, in present-day Alberta.
Until 1849, these districts were a wholly unorganized area of British North America under the de facto jurisdiction of HBC administrators; however, unlike Rupert's Land to the north and east, the territory was not a concession to the company. Rather, it was simply granted a monopoly to trade with the First Nations inhabitants. All that was changed with the westward extension of American exploration and the concomitant overlapping claims of territorial sovereignty, especially in the southern Columbia Basin (within present day Washington and Oregon). In 1846, the Oregon Treaty divided the territory along the 49th parallel to the Strait of Georgia, with the area south of this boundary (excluding Vancouver Island and the Gulf Islands) transferred to sole American sovereignty. The Colony of Vancouver Island was created in 1849, with Victoria designated as the capital. New Caledonia, as the whole of the mainland rather than just its north-central Interior came to be called, continued to be an unorganized territory of British North America, "administered" by individual HBC trading post managers.
=== Colony of British Columbia (1858–1866) ===
With the Fraser Canyon Gold Rush in 1858, an influx of Americans into New Caledonia prompted the colonial office to designate the mainland as the Colony of British Columbia. When news of the Fraser Canyon Gold Rush reached London, Richard Clement Moody was hand-picked by the Colonial Office, under Sir Edward Bulwer-Lytton, to establish British order and to transform the newly established Colony of British Columbia into the British Empire's "bulwark in the farthest west" and "found a second England on the shores of the Pacific". Lytton desired to send to the colony "representatives of the best of British culture, not just a police force": he sought men who possessed "courtesy, high breeding and urbane knowledge of the world": 13 and he decided to send Moody, whom the government considered to be the "English gentleman and British Officer": 19 to lead the Royal Engineers, Columbia Detachment.
Moody and his family arrived in British Columbia in December 1858, commanding the Royal Engineers, Columbia Detachment. He was sworn in as the first lieutenant governor of British Columbia and appointed Chief Commissioner of Lands and Works for British Columbia. On the advice of Lytton, Moody hired Robert Burnaby as his personal secretary.
In British Columbia, Moody "wanted to build a city of beauty in the wilderness" and planned his city as an iconic visual metaphor for British dominance, "styled and located with the objective of reinforcing the authority of the crown and of the robe".: 26 Subsequent to the enactment of the Pre-emption Act of 1860, Moody settled the Lower Mainland. He selected the site and founded the new capital, New Westminster. He selected the site due to the strategic excellence of its position and the quality of its port.: 26 He was also struck by the majestic beauty of the site, writing in his letter to Blackwood,
The entrance to the Frazer is very striking—Extending miles to the right & left are low marsh lands (apparently of very rich qualities) & yet fr the Background of Superb Mountains-- Swiss in outline, dark in woods, grandly towering into the clouds there is a sublimity that deeply impresses you. Everything is large and magnificent, worthy of the entrance to the Queen of England's dominions on the Pacific mainland. ... My imagination converted the silent marshes into Cuyp-like pictures of horses and cattle lazily fattening in rich meadows in a glowing sunset. ... The water of the deep clear Frazer was of a glassy stillness, not a ripple before us, except when a fish rose to the surface or broods of wild ducks fluttered away.
Lord Lytton "forgot the practicalities of paying for clearing and developing the site and the town" and the efforts of Moody's engineers were continuously hampered by insufficient funds, which, together with the continuous opposition of Governor James Douglas, whom Sir Thomas Frederick Elliot (1808 - 1880) described as 'like any other fraud', 'made it impossible for [Moody's] design to be fulfilled'.: 27 Moody and the Royal Engineers also built an extensive road network, including what would become Kingsway, connecting New Westminster to False Creek, the North Road between Port Moody and New Westminster, and the Cariboo Road and Stanley Park. He named Burnaby Lake after his private secretary Robert Burnaby and named Port Coquitlam's 400-foot "Mary Hill" after his wife. As part of the surveying effort, several tracts were designated "government reserves", which included Stanley Park as a military reserve (a strategic location in case of an American invasion). The Pre-emption Act did not specify conditions for distributing the land, so large parcels were snapped up by speculators, including 1,518 hectares (3,750 acres) by Moody himself. For this he was criticized by local newspapermen for land grabbing. Moody designed the first coat of arms of British Columbia. Port Moody is named after him. It was established at the end of a trail that connected New Westminster with Burrard Inlet to defend New Westminster from potential attack from the US.
By 1862, the Cariboo Gold Rush, attracting an additional 5000 miners, was underway, and Douglas hastened construction of the Great North Road (commonly known now as the Cariboo Wagon Road) up the Fraser Canyon to the prospecting region around Barkerville. By the time of this gold rush, the character of the colony was changing, as a more stable population of British colonists settled in the region, establishing businesses, opening sawmills, and engaging in fishing and agriculture. With this increased stability, objections to the colony's absentee governor and the lack of responsible government began to be vocalized, led by the influential editor of the New Westminster British Columbian and future premier, John Robson. A series of petitions requesting an assembly were ignored by Douglas and the colonial office until Douglas was eased out of office in 1864. Finally, the colony would have both an assembly and a resident governor.
=== Later gold rushes ===
A series of gold rushes in various parts of the province followed, the largest being the Cariboo Gold Rush in 1862, forcing the colonial administration into deeper debt as it struggled to meet the extensive infrastructure needs of far-flung boom communities like Barkerville and Lillooet, which sprang up overnight. The Vancouver Island colony was facing financial crises of its own, and pressure to merge the two eventually succeeded in 1866, when the colony of British Columbia was amalgamated with the Colony of Vancouver Island to form the Colony of British Columbia (1866–1871), which was, in turn, succeeded by the present day province of British Columbia following the Canadian Confederation of 1871.
=== Rapid growth and development ===
The Confederation League, including such figures as Amor De Cosmos, John Robson, and Robert Beaven, led the chorus pressing for the colony to join Canada, which had been created out of three British North American colonies in 1867 (the Province of Canada, Nova Scotia and New Brunswick). Several factors motivated this agitation, including the fear of annexation to the United States, the overwhelming debt created by rapid population growth, the need for government-funded services to support this population, and the economic depression caused by the end of the gold rush.
With the agreement by the Canadian government to extend the Canadian Pacific Railway to British Columbia and to assume the colony's debt, British Columbia became the sixth province to join Confederation on July 20, 1871. The borders of the province were not completely settled. The Treaty of Washington sent the Pig War San Juan Islands Border dispute to arbitration in 1871 and in 1903, the province's territory shrank again after the Alaska boundary dispute settled the vague boundary of the Alaska Panhandle.
Population in British Columbia continued to expand as the province's mining, forestry, agriculture, and fishing sectors were developed. Mining activity was particularly notable throughout the Mainland, particularly in the Boundary Country, in the Slocan, in the West Kootenay around Trail, the East Kootenay (the southeast corner of the province), the Fraser Canyon, the Cariboo, the Omineca and the Cassiar, so much so a common epithet for the Mainland, even after provincehood, was "the Gold Colony". Agriculture attracted settlers to the fertile Fraser Valley, and cattle ranchers and later fruit growers came to the drier grasslands of the Thompson River area, the Cariboo, the Chilcotin, and the Okanagan. Forestry drew workers to the lush temperate rainforests of the coast, which was also the locus of a growing fishery.
The completion of the railway in 1885 was a huge boost to the province's economy, facilitating the transportation of the region's considerable resources to the east. The milltown of Granville, known as Gastown, near the mouth of the Burrard Inlet was selected as the terminus of the railway, prompting the incorporation of the city as Vancouver in 1886. The completion of the Port of Vancouver spurred rapid growth, and in less than fifty years the city surpassed Winnipeg, Manitoba, as the largest in Western Canada. The early decades of the province were ones in which issues of land use—specifically, its settlement and development—were paramount. This included expropriation from First Nations people of their land, control over its resources, as well as the ability to trade in some resources (such as fishing).
Establishing a labour force to develop the province was problematic from the start, and British Columbia was the locus of immigration from Europe, China, Japan and India. The influx of a non-European population stimulated resentment from the dominant ethnic groups, resulting in agitation (much of it successful) to restrict the ability of Asian people to immigrate to British Columbia through the imposition of a head tax. This resentment culminated in mob attacks against Chinese and Japanese immigrants in Vancouver in 1887 and 1907. The subsequent Komagata Maru incident in 1914, where hundreds of Indians were denied entry into Vancouver, was also a direct result of the anti-Asian resentment at the time. By 1923, almost all Chinese immigration had been blocked except for merchants, professionals, students and investors.
Meanwhile, the province continued to grow. In 1914, the last spike of a second transcontinental rail line, the Grand Trunk Pacific, linking north-central British Columbia from the Yellowhead Pass through Prince George to Prince Rupert was driven at Fort Fraser. This opened up the North Coast and the Bulkley Valley region to new economic opportunities. What had previously been an almost exclusively fur trade and subsistence economy soon became a locus for forestry, farming, and mining.
In World War I, the province responded strongly to the call to assist the British Empire against its German foes in French and Belgian battlefields. About 55,570 of the 400,000 British Columbian residents, the highest per-capita rate in Canada, responded to the military needs. Horseriders from the province's Interior region and First Nations soldiers made contributions to Vimy Ridge and other battles. About 6,225 men from the province died in combat.
=== 1920s to 1940s ===
When men returned from the First World War, they discovered the recently enfranchised women of the province voted for the prohibition of liquor in an effort to end the social problems associated with the hard-core drinking in the province was until the war. However, with pressure from veterans, prohibition was quickly relaxed so the "soldier and the working man" could enjoy a drink, but widespread unemployment among veterans was hardened by many of the available jobs being taken by European immigrants and disgruntled veterans organized a range of "soldier parties" to represent their interests, variously named Soldier-Farmer, Soldier-Labour, and Farmer-Labour Parties. These formed the basis of the fractured labour-political spectrum that would generate a host of fringe leftist and rightist parties, including those who would eventually form the Co-operative Commonwealth Federation and the early Social Credit splinter groups.
The advent of prohibition in the United States created opportunities, and many found employment or at least profit in cross-border liquor smuggling. By the end of the 1920s, the end of prohibition in the U.S., combined with the onset of the Great Depression, plunged the province into economic destitution during the 1930s. Compounding the already dire local economic situation, tens of thousands of men from colder parts of Canada swarmed into Vancouver, creating huge hobo jungles around False Creek and the Burrard Inlet rail yards, including the old Canadian Pacific Railway mainline right-of-way through the heart of Downtown Vancouver. Increasingly desperate times led to intense political efforts, an occupation of the main Post Office at Granville and Hastings which was violently put down by the police and an effective imposition of martial law on the docks for almost three years due to the Battle of Ballantyne Pier. A Vancouver contingent for the On-to-Ottawa Trek was organized and seized a train, which was loaded with thousands of men bound for the capital but was met by a Gatling gun straddling train tracks at Mission. All the men were arrested and sent to work camps for the duration of the Depression. There were signs of an economic return towards the end of the 1930s, however, the onset of World War II transformed the national economy and ended the Depression.
British Columbia has long taken advantage of its location on the Pacific Ocean to have close relations with East Asia and South Asia. These relations have often caused friction between cultures which has sometimes escalated into racist animosity towards those of Asian descent. This was manifest during the Second World War when many people of Japanese descent were relocated or interned in the Interior region of the province.
=== Coalition and the post-war boom ===
During the Second World War the mainstream BC Liberal and BC Conservative parties united in a formal coalition government under new Liberal leader John Hart, who replaced Duff Pattullo when the latter failed to win a majority in the 1941 election. While the Liberals won the most seats, they actually received fewer votes than the socialist Co-operative Commonwealth Federation (CCF). Pattullo was unwilling to form a coalition with the rival Conservatives led by Royal Maitland and was replaced by Hart, who formed a coalition cabinet made up of five Liberal and three Conservative ministers. The CCF was invited to join the coalition but refused.The pretext for continuing the coalition after the end of the Second World War was to prevent the CCF, which had won a surprise victory in Saskatchewan in 1944, from ever coming to power in British Columbia. The CCF's popular vote was high enough in the 1945 election that they were likely to have won three-way contests and could have formed government; however, the coalition prevented that by uniting the anti-socialist vote. In the post-war environment the government initiated a series of infrastructure projects, notably the completion of Highway 97 north of Prince George to the Peace River Block, a section called the John Hart Highway and also public hospital insurance.
In 1947 the reins of the Coalition were taken by Byron Ingemar Johnson. The Conservatives had wanted their new leader Herbert Anscomb to be premier, but the Liberals in the Coalition refused. Johnson led the coalition to the highest percentage of the popular vote in British Columbia history (61 percent) in the 1949 election. This victory was attributable to the popularity of his government's spending programmes, despite rising criticism of corruption and abuse of power. During his tenure, major infrastructures continued to expand, such as the agreement with Alcan Aluminum to build the town of Kitimat with an aluminum smelter and the large Kemano Hydro Project. Johnson achieved popularity for flood relief efforts during the 1948 flooding of the Fraser Valley, which was a major blow to that region and to the province's economy.
On February 13, 1950, a Convair B-36B crashed in northern British Columbia after jettisoning a Mark IV atomic bomb. This was the first such nuclear weapon loss in history.Increasing tension between the Liberal and Conservative coalition partners led the Liberal Party executive to vote to instruct Johnson to terminate the arrangement. Johnson ended the coalition and dropped his Conservative cabinet ministers, including Deputy Premier and Finance minister Herbert Anscomb, precipitating the general election of 1952. A referendum on electoral reform prior to this election had instigated an elimination ballot (similar to a preferential ballot), where voters could select second and third choices. The intent of the ballot, as campaigned for by Liberals and Conservatives, was that their supporters would list the rival party in lieu of the CCF, but this plan backfired when a large group of voters from all major parties, including the CCF, voted for the fringe Social Credit Party, who wound up with the largest number of seats in the House (19), only one seat ahead of the CCF, despite the CCF having 34.3 percent of the vote to Social Credit's 30.18 percent.
The Social Credit Party, led by rebel former Conservative MLA W. A. C. Bennett, formed a minority government backed by the Liberals and Conservatives (with 6 and 4 seats respectively). Bennett began a series of fiscal reforms, preaching a new variety of populism as well as waxing eloquent on progress and development, laying the ground for a second election in 1953 in which the new Bennett regime secured a majority of seats, with 38 percent of the vote. Secure with that majority, Bennett returned the province to the first-past-the-post system thereafter, which is still in use.
=== 1952–1960s ===
With the election of the Social Credit Party, British Columbia embarked on a phase of rapid economic development. Bennett and his party governed the province for the next twenty years, during which time the government initiated an ambitious programme of infrastructure development, fuelled by a sustained economic boom in the forestry, mining, and energy sectors.
During these two decades, the government nationalized British Columbia Electric and the British Columbia Power Company, as well as smaller electric companies, renaming the entity BC Hydro. West Kootenay Power and Light remained independent of BC Hydro, being owned and operated by Cominco, though tied into the regional power grid. By the end of the 1960s, several major dams had been begun or completed in—among others—the Peace, Columbia, and Nechako River watersheds (the Nechako Diversion to Kemano, was to supply power to the Alcan Inc. aluminum smelter at Kitimat, and was not part of the provincial power grid but privately owned). Major transmission deals were concluded, most notably the Columbia River Treaty between Canada and the United States. The province's economy was also boosted by unprecedented growth in the forest sector, as well as oil and gas development in the province's northeast.
The 1950s and 1960s were also marked by development in the province's transportation infrastructure. In 1960, the government established BC Ferries as a crown corporation, to provide a marine extension of the provincial highway system, also supported by federal grants as being part of the Trans-Canada Highway system. That system was improved and expanded through the construction of new highways and bridges, and paving of existing highways and provincial roads.
Vancouver and Victoria became cultural centres as poets, authors, artists, musicians, as well as dancers, actors, and haute cuisine chefs flocked to its scenery and warmer temperatures, with the cultural and entrepreneurial community bolstered by many Draft dodgers from the United States. Tourism also played a role in the economy. The rise of Japan and other Pacific economies was a boost to British Columbia's economy, primarily because of exports of lumber products and unprocessed coal and trees.Politically and socially, the 1960s brought a period of significant social ferment. The divide between the political left and right, which had prevailed in the province since the Depression and the rise of the labour movement, sharpened as so-called free enterprise parties coalesced into the de facto coalition represented by Social Credit—in opposition to the social democratic New Democratic Party (NDP), the successor to the Co-operative Commonwealth Federation. As the province's economy blossomed, so did labour-management tensions. Tensions emerged, also, from the counterculture movement of the late 1960s, of which Vancouver and Nanaimo were centres. The conflict between hippies and Vancouver mayor Tom Campbell was particularly legendary, culminating in the Gastown riots of 1971. By the end of the decade, with social tensions and dissatisfaction with the status quo rising, the Bennett government's achievements could not stave off its growing unpopularity.
=== 1970s and 1980s ===
On August 27, 1969, the Social Credit Party was re-elected in a general election for what would be Bennett's final term in power. At the start of the 1970s, the economy was quite strong because of rising coal prices and an increase in annual allowable cuts in the forestry sector, but BC Hydro reported its first loss, which was the beginning of the end for Bennett and the Social Credit Party.The Socreds were forced from power in the August 1972 election, paving the way for a provincial NDP government under Dave Barrett. Under Barrett, the large provincial surplus soon became a deficit, although changes to the accounting system makes it likely some of the deficit was carried over from the previous Social Credit regime and its "two sets of books", as W. A. C. Bennett had once referred to his system of fiscal management. The brief three-year ("Thousand Days") period of NDP governance brought several lasting changes to the province, most notably the creation of the Agricultural Land Reserve, intended to protect farmland from redevelopment, and the Insurance Corporation of British Columbia, a crown corporation charged with a monopoly on providing single-payer basic automobile insurance.
Perceptions the government had instituted reforms either too swiftly or that were too far-reaching, coupled with growing labour disruptions led to the ouster of the NDP in the 1975 general election. Social Credit, under W.A.C. Bennett's son, Bill Bennett, was returned to office. Under the younger Bennett's government, 85 percent of the province's land base was transferred from government reserve to management by the Ministry of Forests, reporting of deputy ministers was centralized to the Premier's Office, and NDP-instigated social programs were rolled back, with then-human resources minister infamously demonstrating a golden shovel to highlight his welfare policy, although the new-era Social Credit Party also reinforced and backed certain others instigated by the NDP—notably the creation of the Resort Municipality of Whistler, whose special status including Sunday drinking, then an anomaly in BC.
Also during the "MiniWac" regime (a reference to his father's acronym, W. A. C.) certain money-losing Crown-owned assets were "privatized" in a mass giveaway of shares in the British Columbia Resources Investment Corporation, "BCRIC", with the "Brick shares" soon becoming near-worthless. Towards the end of his tenure in power, Bennett oversaw the completion of several megaprojects meant to stimulate the economy and win votes – unlike most right-wing parties, British Columbia's Social Credit actively practiced government stimulation of the economy. Most notable of these was the winning of a world's fair for Vancouver, which came in the form of Expo 86, to which was tied the construction of the Coquihalla Highway and Vancouver's SkyTrain system. The Coquihalla Highway project became the subject of a scandal after revelations the premier's brother bought large tracts of land needed for the project before it was announced to the public, and also because of graft investigations of the huge cost overruns on the project. Both investigations were derailed in the media by a still further scandal, the Doman Scandal, in which the premier and millionaire backer Herb Doman were investigated for insider-trading and securities fraud. Nonetheless, the Socreds were re-elected in 1979 under Bennett, who led the party until 1986.
As the province entered a sustained recession, Bennett's popularity and media image were in decline. On April 1, 1983, Premier Bennett overstayed his constitutional limits of power by exceeding the legal tenure of a government, and the lieutenant governor, Henry Pybus Bell-Irving, was forced to call Bennett to Government House to resolve the impasse, and an election was called for April 30, while in the meantime government cheques were covered by special emergency warrants as the Executive Council no longer had signing authority because of the constitutional crisis. Campaigning on a platform of moderation, Bennett won an unexpected majority.
After several weeks of silence in the aftermath, a sitting of the House was finally called and in the speech from the throne, Social Credit instituted a programme of fiscal cutbacks dubbed "restraint", which had been a buzzword for moderation during the campaign. The programme included cuts to "motherhood" issues of the left, including the human rights branch, the offices of the Ombudsman and Rentalsman, women's programs, environmental and cultural programs, while still supplying mass capital infusions to corporate British Columbia. This sparked a backlash, with tens of thousands of people in the streets the next day after the budget speech, and through the course of a summer repeated large demonstrations of up to 100,000 people.
This became known as the 1983 Solidarity Crisis, from the name of the Solidarity Coalition, a huge grassroots opposition movement mobilized, consisting of organized labour and community groups, with the British Columbia Federation of Labour forming a separate organization of unions, Operation Solidarity, under the direction of Jack Munro, then-president of the International Woodworkers of America (IWA), the most powerful of the province's resource unions. Tens of thousands participated in protests and many felt a general strike would be the inevitable result unless the government backed down from its policies they had claimed were only about restraint and not about recrimination against the NDP and the left. Just as a strike at Pacific Press ended, which had limited the political management of the public agenda by the publishers of the province's major papers, the movement collapsed after an apparent deal was struck by union leader and IWA president, Jack Munro and Premier Bennett.A tense winter of blockades at various job sites around the province ensued, as among the new laws were those enabling non-union labour to work on large projects and other sensitive labour issues, with companies from Alberta and other provinces brought in to compete with union-scale British Columbia companies. Despite the tension, Bennett's last few years in power were relatively peaceful as economic and political momentum grew on the megaprojects associated with Expo, and Bennett was to end his career by hosting Prince Charles and Lady Diana on their visit to open Expo 86. His retirement being announced, a Social Credit convention was scheduled for the Whistler Resort, which came down to a three-way shooting match between Bud Smith, the Premier's right-hand man but an unelected official, Social Credit party grande dame Grace McCarthy, and the charismatic but eccentric Bill Vander Zalm.
Bill Vander Zalm became the new Social Credit leader when Smith threw his support to him rather than see McCarthy win, and led the party to victory in the election later that year. Vander Zalm was later involved in a conflict of interest scandal following the sale of Fantasy Gardens, a Christian and Dutch culture theme park built by the Premier, to Tan Yu, a Filipino Chinese gambling kingpin. There were also concerns over Yu's application to the government for a bank licence, and lurid stories from flamboyant realtor Faye Leung of a party in the "Howard Hughes Suite" on the top two floors of the Bayshore Inn, where Tan Yu had been staying, with reports of a bag of money in a brown paper bag passed from Yu to Vander Zalm during the goings-on. These scandals forced Vander Zalm's resignation, and Rita Johnston became premier of the province. Johnston presided over the end of Social Credit power, calling an election which reduced the party's caucus to only two seats, and the revival of the long-defunct British Columbia Liberal Party as Opposition to the victorious NDP under former Vancouver mayor Mike Harcourt.
In 1988, David Lam was appointed as British Columbia's twenty-fifth lieutenant governor, and was the province's first lieutenant governor of Chinese origin.
=== 1990s to present ===
Johnston lost the 1991 general election to the NDP, under the leadership of Mike Harcourt, a former mayor of Vancouver. The NDP's unprecedented creation of new parkland and protected areas was popular and helped boost the province's growing tourism sector, although the economy continued to struggle against the backdrop of a weak resource economy. Housing starts and an expanded service sector saw growth overall through the decade, despite political turmoil. Harcourt ended up resigning over "Bingogate"—a political scandal involving the funnelling of charity bingo receipts into party coffers in certain ridings. Harcourt was not implicated, but he resigned nonetheless in respect of constitutional conventions calling for leaders under suspicion to step aside. Glen Clark, a former president of the BC Federation of Labour, was chosen the new leader of the NDP, which won a second term in 1996. More scandals dogged the party, most notably the fast ferry scandal involving the province trying to develop the shipbuilding industry in British Columbia. An allegation (never substantiated) that the premier had received a favour in return for granting a gaming licence led to Clark's resignation as premier. He was succeeded on an interim basis by Dan Miller who was in turn followed by Ujjal Dosanjh following a leadership convention.
In the 2001 provincial election, Gordon Campbell's Liberals defeated the NDP, gaining 77 out of 79 total seats in the provincial legislature. Campbell instituted various reforms and removed some of the NDP's policies including scrapping the "fast ferries" project, lowering income taxes, and the controversial sale of BC Rail to Canadian National Railway. Campbell was also the subject of criticism after he was arrested for driving under the influence during a vacation in Hawaii, but he still managed to lead his party to victory in the 2005 provincial election against a substantially strengthened NDP opposition. Campbell won a third term in the 2009 provincial election, marking the first time in 23 years a premier has been elected to a third term.
The province won a bid to host the 2010 Winter Olympics in Vancouver and Whistler. As promised in his 2002 re-election campaign, Vancouver Mayor Larry Campbell staged a non-binding civic referendum regarding the hosting of the Olympics. In February 2003, Vancouver's residents voted in a referendum accepting the responsibilities of the host city should it win its bid. Sixty-four percent of residents voted in favour of hosting the games.After the Olympic joy had faded, Campbell's popularity started to fall. His management style, the implementation of the Harmonized Sales Tax (HST) against election promises and the cancelling of the BC Rail corruption trial led to low approval ratings and loss of caucus support. He resigned in November 2010 and called on the party to elect a new leader.In early 2011, former deputy premier Christy Clark became leader of the Liberal Party. Though she was not a sitting MLA, she went on to win the seat left vacant by Campbell. For the next two years, she attempted to distance herself from the unpopularity of Campbell and forge an image for the upcoming 2013 election. Among her early accomplishments were raising the minimum wage, creating a new statutory holiday in February called "Family Day", and pushing the development of BC's liquefied natural gas industry. In the lead-up to the 2013 election, the Liberals lagged behind the NDP by a double-digit gap in the polls, but were able to achieve a surprise victory on election night, winning a majority and making Clark the first woman to lead a party to victory in a general election in BC. While Clark lost her seat to NDP candidate David Eby, she later won a by-election in the riding of Westside-Kelowna. Her government went on to balance the budget, implement changes to liquor laws and continue with the question of the proposed Enbridge Northern Gateway Pipelines.
In the 2017 election, the NDP formed a minority government with the support of the Green Party through a confidence and supply agreement. The NDP and Green caucuses together controlled 44 seats, compared to the Liberals' 43. On July 18, 2017, NDP leader John Horgan was sworn in as the premier of British Columbia. He was the province's first NDP premier in 16 years. Clark resigned shortly thereafter, and Andrew Wilkinson was voted to become leader of the BC Liberals. In late 2020, Horgan called an early election. In the 2020 British Columbia general election, the NDP won 57 seats and formed a majority government, making Horgan the first NDP premier to be re-elected in the province. Wilkinson resigned as the leader of the BC Liberals two days later.
British Columbia was significantly affected by demographic changes within Canada and around the world. Vancouver (and to a lesser extent some other parts of British Columbia) was a major destination for many of the immigrants from Hong Kong who left the former UK colony (either temporarily or permanently) in the years immediately prior to its handover to China. British Columbia has also been a significant destination for internal Canadian migrants. This has been the case throughout recent decades, because of its natural environment, mild climate and relaxed lifestyle, but has been particularly true during periods of economic growth. British Columbia has moved from approximately 10 percent of Canada's population in 1971 to approximately 13 percent in 2006. Trends of urbanization mean the Greater Vancouver area now includes 51 percent of the province's population, followed by Greater Victoria with 8 percent. These two metropolitan regions have traditionally dominated the demographics of BC.
By 2018, housing prices in Vancouver were the second-least affordable in the world, behind only Hong Kong. Many experts point to evidence of money-laundering from mainland China as a contributing factor. The high price of residential real estate has led to the implementation of an empty homes tax, a housing speculation and vacancy tax, and a foreign buyers' tax on housing.The net number of people coming to BC from other provinces in 2016 was almost four times larger than in 2012. BC was the largest net recipient of interprovincial migrants in Canada in the first quarter of 2016 with half of the 5,000 people coming from Alberta.By 2021, the COVID-19 pandemic had had a major effect on the province, with over 2,000 deaths and 250,000 confirmed cases. However, the COVID-19 vaccine reduced the spread of the virus, with 78 percent of people in BC over the age of five having been fully vaccinated.
In 2021, the unmarked gravesites of hundreds of Indigenous children were discovered at three former Indian residential schools (Kamloops, St. Eugene's Mission, Kuper Island).
== Demographics ==
=== Population ===
Statistics Canada's 2021 Canadian census recorded a population of 5,000,879 — making British Columbia Canada's third-most populous province after Ontario and Quebec.
==== Cities ====
Half of all British Columbians live in the Metro Vancouver Regional District, which includes Vancouver, Surrey, Burnaby, Richmond, Coquitlam, Langley (district municipality), Delta, North Vancouver (district municipality), Maple Ridge, New Westminster, Port Coquitlam, North Vancouver (city), West Vancouver, Port Moody, Langley (city), White Rock, Pitt Meadows, Bowen Island, Anmore, Lions Bay, and Belcarra, with adjacent unincorporated areas (including the University Endowment Lands) represented in the regional district as the electoral area known as Greater Vancouver Electoral Area A. The metropolitan area has seventeen Indian reserves, but they are outside of the regional district's jurisdiction and are not represented in its government.
The second largest concentration of British Columbia population is at the southern tip of Vancouver Island, which is made up of the 13 municipalities of Greater Victoria, Victoria, Saanich, Esquimalt, Oak Bay, View Royal, Highlands, Colwood, Langford, Central Saanich/Saanichton, North Saanich, Sidney, Metchosin, Sooke, which are part of the Capital Regional District. The metropolitan area also includes several Indian reserves (the governments of which are not part of the regional district). Almost half of the Vancouver Island population is in Greater Victoria.
=== Cultural origins ===
British Columbia is the most diverse province in Canada; as of 2021, the province had the highest proportion of visible minorities in the country. The five largest pan-ethnic groups in the province are Europeans (60 percent), East Asians (14 percent), South Asians (10 percent), Indigenous (6 percent) and Southeast Asians (5 percent).
=== Visible minorities and Indigenous peoples ===
In 2021, 34.4 percent of the population consisted of visible minorities and 5.9 percent of the population was Indigenous, mostly of First Nations and Métis descent.
=== Religion ===
According to the 2021 census, religious groups in British Columbia included:
Irreligion (2,559,250 persons or 52.1%)
Christianity (1,684,870 persons or 34.3%)
Sikhism (290,870 persons or 5.9%)
Islam (125,915 persons or 2.6%)
Buddhism (83,860 persons or 1.7%)
Hinduism (81,320 persons or 1.7%)
Judaism (26,850 persons or 0.5%)
Indigenous spirituality (11,570 persons or 0.2%)
Other (51,440 persons or 1.0%)
=== Language ===
As of the 2021 Canadian Census, the ten most spoken languages in the province included English (4,753,280 or 96.69%), French (327,350 or 6.66%), Punjabi (315,000 or 6.41%), Mandarin (312,625 or 6.36%), Cantonese (246,045 or 5.01%), Spanish (143,900 or 2.93%), Hindi (134,950 or 2.75%), Tagalog (133,780 or 2.72%), German (84,325 or 1.72%), and Korean (69,935 or 1.42%). The question on knowledge of languages allows for multiple responses.
Of the 4,648,055 population counted by the 2016 census, 4,598,415 people completed the section about language. Of these, 4,494,995 gave singular responses to the question regarding their first language. The languages most commonly reported were the following:
While these languages all reflect the last centuries of colonialism and recent immigration, British Columbia is home to 34 Indigenous languages. They are spoken by about 6000 people in total, with 4000 people fluent in their Indigenous languages. They are members of the province's First Nations. One of the main Indigenous languages in BC is Kwakʼwala, the language of the Kwakwakaʼwakw First Nations.
== Economy ==
BC's economy is diverse, with service-producing industries accounting for the largest portion of the province's GDP. It is the terminus of two transcontinental railways, and the site of 27 major marine cargo and passenger terminals. Though less than 5 percent of its vast 944,735 square kilometres (364,764 sq mi) land is arable, the province is agriculturally rich (particularly in the Fraser and Okanagan valleys), because of milder weather near the coast and in certain sheltered southern valleys. Its climate encourages outdoor recreation and tourism, though its economic mainstay has long been resource extraction, principally logging, farming, and mining. Vancouver, the province's largest city, serves as the headquarters of many western-based natural resource companies. It also benefits from a strong housing market and a per capita income well above the national average. While the coast of British Columbia and some valleys in the south-central part of the province have mild weather, the majority of its land mass experiences a cold-winter-temperate climate similar to the rest of Canada. The Northern Interior region has a subarctic climate with very cold winters. The climate of Vancouver is by far the mildest winter climate of the major Canadian cities, with nighttime January temperatures averaging above the freezing point.British Columbia has a history of being a resource dominated economy, centred on the forestry industry but also with fluctuating importance in mining. Employment in the resource sector has fallen steadily as a percentage of employment, and new jobs are mostly in the construction and retail/service sectors. It now has the highest percentage of service industry jobs in the west, constituting 72 percent of industry (compared to 60 percent Western Canadian average). The largest section of this employment is in finance, insurance, real estate and corporate management; however, many areas outside of metropolitan areas are still heavily reliant on resource extraction. With its film industry known as Hollywood North, the Vancouver region is the third-largest feature film production location in North America, after Los Angeles and New York City.The economic history of British Columbia is replete with tales of dramatic upswings and downswings, and this boom and bust pattern has influenced the politics, culture and business climate of the province. Economic activity related to mining in particular has widely fluctuated with changes in commodity prices over time, with documented costs to community health.In 2020, British Columbia had the third-largest GDP in Canada, with a GDP of $309 billion and a GDP per capita of $60,090. British Columbia's debt-to-GDP ratio is edging up to 15.0 percent in fiscal year 2019–20, and it is expected to reach 16.1 percent by 2021–22. British Columbia's economy experienced strong growth in recent years with a total growth rate of 9.6% from 2017 to 2021, a growth rate that was second in the country.
== Government and politics ==
The lieutenant governor, Janet Austin, is the Crown's representative in the province. During the absence of the lieutenant governor, the Governor in Council (federal Cabinet) may appoint an administrator to execute the duties of the office. This is usually the chief justice of British Columbia. British Columbia is divided into regional districts as a means to better enable municipalities and rural areas to work together at a regional level.
British Columbia has an 87-member elected Legislative Assembly, elected by the plurality voting system, though from 2003 to 2009 there was significant debate about switching to a single transferable vote system called BC-STV. The government of the day appoints ministers for various portfolios, what are officially part of the Executive Council, of whom the premier is chair.
The province is currently governed by the British Columbia New Democratic Party (BC NDP) under Premier David Eby. The 2017 provincial election saw the Liberal Party take 43 seats, the NDP take 41, and the British Columbia Green Party take 3. No party met the minimum of 44 seats for a majority, therefore leading to the first minority government since 1953. Following the election, the Greens entered into negotiations with both the Liberals and NDP, eventually announcing they would support the current NDP minority. Previously, the right-of-centre British Columbia Liberal Party governed the province for 16 years between 2001 and 2017, and won the largest landslide election in British Columbia history in 2001, with 77 of 79 seats. The legislature became more evenly divided between the Liberals and NDP following the 2005 (46 Liberal seats of 79) and 2009 (49 Liberal seats of 85) provincial elections. The NDP and its predecessor the Co-operative Commonwealth Federation (CCF) have been the main opposition force to right-wing parties since the 1930s and have ruled with majority governments in 1972–1975 and 1991–2001. The Green Party plays a larger role in the politics of British Columbia than Green parties do in most other jurisdictions in Canada. After a breakthrough election in 2001 (12.39 percent), the party's vote share declined (2005 – 9.17 percent, 2009 – 8.09 percent, 2013 – 8.13 percent) before increasing again to a record high of 16.84 percent at the 2017 election.
The British Columbia Liberal Party is not related to the federal Liberal Party and does not share the same ideology. Instead, the BC Liberal party is a rather diverse coalition, made up of the remnants of the Social Credit Party, many federal Liberals, federal Conservatives, and those who would otherwise support right-of-centre or free enterprise parties. Historically, there have commonly been third parties present in the legislature (including the Liberals themselves from 1952 to 1975); the BC Green Party are the current third party in British Columbia, with three seats in the legislature.
Prior to the rise of the Liberal Party, British Columbia's main political party was the British Columbia Social Credit Party which ruled British Columbia for 20 continuous years. While sharing some ideology with the current Liberal government, they were more right-wing although undertook nationalization of various important monopolies, notably BC Hydro and BC Ferries.
British Columbia is known for having politically active labour unions who have traditionally supported the NDP or its predecessor, the CCF.
British Columbia's political history is typified by scandal and a cast of colourful characters, beginning with various colonial-era land scandals and abuses of power by early officials (such as those that led to McGowan's War in 1858–59). Notable scandals in Social Credit years included the Robert Bonner Affair and the Fantasy Gardens scandal which forced Premier Bill Vander Zalm to resign and ended the Social Credit era. NDP scandals included Bingogate, which brought down NDP Premier Mike Harcourt, and the alleged scandal named Casinogate which drove NDP Premier Glen Clark to resign. A variety of scandals plagued the 2001–2017 Liberal government, including Premier Gordon Campbell's arrest for drunk driving in Maui and the resignation of various cabinet ministers because of conflict-of-interest allegations. A raid on the Parliament Buildings on December 28, 2003, in Victoria, including the Premier's Office, resulted in charges only for ministerial aides, although key cabinet members from the time have since resigned. The case, currently in preliminary hearings in the courts and relating to the sale of BC Rail to CN Rail, may not reach trial because of the mass of evidence and various procedural problems. Campbell eventually resigned in late 2010 due to opposition to his government's plan to introduce a Harmonized Sales Tax (HST) and was replaced by Christy Clark as premier in a 2011 BC Liberal leadership election.
British Columbia is underrepresented in the Senate of Canada, leading Premier Christy Clark to refuse to cooperate with the federal government's reforms for senate appointments to be made based on the recommendations of a new advisory board that would use non-partisan criteria. Hours after that plan was unveiled in Ottawa on December 3, 2015, Clark issued a statement that it did "not address what's been wrong with the Senate since the beginning".The imbalance in representation in that House is apparent when considering population size. The six senators from BC constitute only one for every 775,000 people vs. one for every 75,000 in P.E.I. which has four senators. Nova Scotia and New Brunswick have much smaller populations than BC, yet each has ten senators according to a Global News summary. Correcting this imbalance would require a constitutional amendment, but that is unlikely to be supported by the Atlantic provinces.
=== Official symbols ===
The government of British Columbia has designated several official symbols:
Flag: Flag of British Columbia
Coat of arms: Coat of arms of British Columbia
Floral emblem: Pacific dogwood
Mineral emblem: Jade
Tree emblem: Western red cedar
Bird emblem: Steller's jay
Mammal emblem: "Spirit" or Kermode bear
Fish emblem: Pacific salmon
Tartan emblem: British Columbia Tartan
== Transportation ==
Transportation played a huge role in British Columbia's history. The Rocky Mountains and the ranges west of them constituted a significant obstacle to overland travel until the completion of the transcontinental railway in 1885. The Peace River Canyon through the Rocky Mountains was the route the earliest explorers and fur traders used. Fur trade routes were only marginally used for access to British Columbia through the mountains. Travel from the rest of Canada before 1885 meant the difficulty of overland travel via the United States, around Cape Horn or overseas from Asia. Nearly all travel and freight to and from the region occurred via the Pacific Ocean, primarily through the ports of Victoria and New Westminster.
Until the 1930s, rail was the only means of overland travel to and from the rest of Canada; travellers using motor vehicles needed to journey through the United States. With the construction of the Inter-Provincial Highway in 1932 (now known as the Crowsnest Pass Highway), and later the Trans-Canada Highway, road transportation evolved into the preferred mode of overland travel to and from the rest of the country.
As of 2021, the number of electric vehicles sold in British Columbia (as a percentage of total vehicle sales) was the highest of any Canadian province or U.S. state.
=== Roads and highways ===
Because of its size and rugged, varying topography, British Columbia requires thousands of kilometres of provincial highways to connect its communities. British Columbia's roads systems were notoriously poorly maintained and dangerous until a concentrated programme of improvement was initiated in the 1950s and 1960s. There are now freeways in Greater Victoria, the Lower Mainland, and Central Interior of the province. Much of the rest of the province, where traffic volumes are generally low, is accessible by well-maintained generally high-mobility two-lane arterial highways with additional passing lanes in mountainous areas and usually only a few stop-controlled intersections outside the main urban areas.
A couple of busy intercity corridors outside Greater Vancouver feature more heavily signalized limited-mobility arterial highways that are mostly four-lane and often divided by portable median traffic barriers. Highway 1 on Vancouver Island and Highway 97 through the Okanagan Valley are medium- to high-volume roadways with variable posted speeds that range from 50 km/h (31 mph) to maximums just slightly lower than the principal grade-separated highways. Numerous traffic lights operate in place of interchanges on both arterials as long-term cost-cutting measures. Signalization along both these highways is heaviest through urban areas and along inter-urban sections where traffic volumes are similar to and sometimes higher than the freeways, but where funding is not available for upgrades to interchanges or construction of high-mobility alternative routes or bypasses. The building and maintenance of provincial highways is the responsibility of the British Columbia Ministry of Transportation and Infrastructure.There are only five major routes to the rest of Canada. From south to north they are: BC Highway 3 through the Crowsnest Pass, the Vermilion Pass (Highway 93 in both British Columbia and Alberta), the Kicking Horse Pass, the latter being used by the Trans-Canada Highway entering Alberta through Banff National Park, the Yellowhead Highway (16) through Jasper National Park, and Highway 2 through Dawson Creek. There are also several highway crossings to the adjoining American states of Washington, Idaho, and Montana. The longest highway is Highway 97, running 2,081 kilometres (1,293 mi) from the British Columbia-Washington border at Osoyoos north to Watson Lake, Yukon and which includes the British Columbia portion of the Alaska Highway.
=== Public transit ===
Prior to 1979, surface public transit in the Vancouver and Victoria metropolitan areas was administered by BC Hydro, the provincially owned electricity utility. Subsequently, the province established BC Transit to oversee and operate all municipal transportation systems. In 1998, the Greater Vancouver Transportation Authority, now TransLink, a separate authority for routes within the Greater Vancouver Regional District, was established. Some smaller island communities, such as Gabriola Island and, formerly, Pender Island operate routes independent of BC Transit or TransLink. BC Transit has recently expanded to provide intercity routes, particularly in the Northern region of British Columbia. Other intercity routes were introduced connecting southern communities in preparation of the cancellation of Greyhound Canada's pullout from Western Canada, though options for intercity bus travel are still extremely limited.
Public transit in British Columbia consists mainly of diesel buses, although Vancouver is also serviced by a fleet of trolley buses. Several experimental buses are being tested such as hybrid buses that have both gasoline and electric engines. Additionally, there are CNG-fuelled buses being tested and used in Nanaimo and Kamloops systems. British Columbia also tested a fleet of Hydrogen-fuelled buses for the Vancouver-Whistler Winter Olympics in 2010. TransLink operates SkyTrain, an automated metro system serving the cities of Vancouver, Burnaby, New Westminster, Surrey, Richmond, Coquitlam, and Port Moody. In 2009, the Canada Line SkyTrain was completed, linking Vancouver International Airport and the city of Richmond to downtown Vancouver bringing the total to three operating metro lines.
A new extension to Coquitlam and Port Moody (the Evergreen Extension of the Millennium Line) was completed in December 2016. Construction of an extension of the Millennium Line westwards through Vancouver to Arbutus Street began in February 2021, with future plans to extend the line farther west from Arbutus station to the University of British Columbia. Fare gates have been added to all existing stations, though in the past, SkyTrain used a proof of payment honour system. In the capital city of Victoria, BC Transit and the provincial government's infrastructure ministry are working together to create a bus rapid transit from the Westshore communities to downtown Victoria. In Kamloops, there is a bus rapid transit GPS trial underway to see how bus rapid transit affects smaller cities, rather than larger ones, like Victoria and Vancouver.
=== Rail ===
Rail development expanded greatly in the decades after the Canadian Pacific Railway was completed, in 1885, and was the chief mode of long-distance surface transportation until the expansion and improvement of the provincial highways system began in the 1950s. Two major routes through the Yellowhead Pass competed with the Canadian Pacific Railway – the Grand Trunk Pacific, terminating at Prince Rupert, and the Canadian Northern Railway, terminating at Vancouver.
The British Columbia Electric Railway provided rail services in Victoria and Vancouver between the nineteenth century and mid twentieth century.
The Pacific Great Eastern line supplemented this service, providing a north–south route between interior resource communities and the coast. The Pacific Great Eastern (later known as British Columbia Railway and now owned by Canadian National Railway) connects Fort St James, Fort Nelson, and Tumbler Ridge with North Vancouver. The E&N Railway, rebranded as Southern Railway of Vancouver Island, formerly served the commercial and passenger train markets of Vancouver Island. Service along the route is now minimal. Vancouver Island was also host to the last logging railway in North America until its closure in 2017.
Current passenger services in British Columbia are limited. Via Rail Canada operates 10 long-distance trains per week on two lines. Local services are limited to two regions, with TransLink providing rapid transit and commuter services in the Lower Mainland and by the Seton Lake Indian Band South of Lillooet with the Kaoham Shuttle. Amtrak runs international passenger service between Vancouver, Seattle, and intermediate points.Several heritage railways operate within the province, including the White Pass & Yukon Route that runs between Alaska and the Yukon via British Columbia.
=== Water ===
BC Ferries was established as a provincial crown corporation in 1960 to provide passenger and vehicle ferry service between Vancouver Island and the Lower Mainland as a cheaper and more reliable alternative to the service operated by the Canadian Pacific Railway and other private operators. It now operates 25 routes among the islands of British Columbia, as well as between the islands and the mainland. Ferry service to Washington is offered by the Washington State Ferries (between Sidney and Anacortes) and Black Ball Transport (between Victoria and Port Angeles, Washington). Ferry service over inland lakes and rivers is provided by the Ministry of Transportation and Infrastructure. Various other coastal ferries are operated privately.
Commercial ocean transport is of vital importance. Major ports are at Vancouver, Roberts Bank (near Tsawwassen), Prince Rupert, and Victoria.Vancouver, Victoria, and Prince Rupert are also major ports of call for cruise ships. In 2007, a large maritime container port was opened in Prince Rupert with an inland sorting port in Prince George.
=== Air ===
There are over 200 airports throughout British Columbia, the major ones being the Vancouver International Airport, the Victoria International Airport, the Kelowna International Airport, and the Abbotsford International Airport, the first three of which each served over 1,000,000 passengers in 2005. As of 2017, Vancouver International Airport is the 2nd busiest airport in the country and the second biggest International Gateway on the west coast (after Los Angeles) with an estimated 26.4 million travellers passing through in 2019.
== Arts and culture ==
=== Visual arts ===
The earliest known visual art produced in the Pacific Northwest, and what would become British Columbia, was by First Nations such as the Coast Salish, Haida, Heiltsuk, and Tsimshian, among others. Such Indigenous work comes particularly in the form of woodcarving, as seen in totem poles, transformation masks, and canoes, as well as textile arts like Chilkat weaving and button blankets. Traditional Indigenous art of the Pacific Northwest is typically distinguished by the formline style, which is defined as "continuous, flowing, curvilinear lines that turn, swell and diminish in a prescribed manner. They are used for figure outlines, internal design elements and in abstract compositions."Western styles and forms were introduced to the region through the establishment of British North American settlements in the late 18th century. Notable English-Canadian artists of 19th and early 20th century British Columbia include architect Francis Rattenbury, designer James Blomfield, and painter Emily Carr.
Vancouver's art scene was dominated by lyrical abstraction and surrealist landscape painting in the mid-20th century through such artists as B. C. Binning, Jack Shadbolt, Gordon A. Smith, Takao Tanabe, Don Jarvis, and Toni Onley. In the following decades, the city would undergo more artistic diversification with the emergence of conceptual art, communication art, video art, and performance art.The Vancouver School of conceptual photography encompasses a cohort of Vancouver-based artists who gained notoriety in the 1980s. This school is generally considered to include artists Jeff Wall, Ian Wallace, Ken Lum, Roy Arden, Stan Douglas, and Rodney Graham.Vancouver maintains roughly 350 works of outdoor public art. Some notable works include A-maze-ing Laughter, Digital Orca, Girl in a Wetsuit, Angel of Victory, The Birds, and the Brockton Point totem poles.
=== Performing arts ===
British Columbia is home to the Vancouver Opera, the City Opera of Vancouver, Ballet BC, contemporary dance companies Holy Body Tattoo, Kidd Pivot, Mascall Dance Society, and butoh dance troupe Kokoro Dance. It is also the home province for a plethora of independent theatre companies, including the Arts Club Theatre Company, the Shakespearean Bard on the Beach, and Theatre Under the Stars. Performing arts venues include the Queen Elizabeth Theatre, the Orpheum Theatre, and the Royal Theatre, among others.
==== Music ====
British Columbia is the third largest music-producing province in Canada and the local music industry generates an estimated yearly revenue of $265 million. The province is home to the Vancouver Symphony Orchestra, the Okanagan Symphony Orchestra, the Vancouver Metropolitan Orchestra, the Vancouver Youth Symphony Orchestra, the Richmond Delta Youth Orchestra, and the Victoria Symphony. Some important popular music acts include bands such as Spirit of the West, Theory of a Deadman, Trooper, Gob, and The New Pornographers, and solo artists such as Bryan Adams, Carly Rae Jepsen, Mac DeMarco, Michael Bublé, Nelly Furtado, and Diana Krall. Music festivals include the Squamish Valley Music Festival, Shambhala Music Festival, and Pemberton Music Festival.
=== Cuisine ===
British Columbian cuisine is commonly associated with healthy living, fusion, fresh local ingredients, and innovation. It can be divided into two broadly-defined traditions: cuisine associated with the west coast, which incorporates a variety of seafood elements, and cuisine associated with the interior of the province, which embraces local game meat, farm-to-table produce, and methods of curing and smoking. Seafood is an important staple of the province's local food culture due to its proximity to the Pacific Ocean, as well as the region's numerous rivers and lakes. BC is known for several unique dishes and is a producer of fruit, wine, and cheese.Seafoods of British Columbia include sushi (BC roll, dynamite roll, California roll), dungeness crab (boiled, tacos), spot prawns, wild pacific salmon (smoked, candied, teriyaki, chowder, sandwich) , and halibut (baked, lemon ginger), as well as delicacies like white sturgeon caviar and geoduck
British Columbia is also home to numerous unique non-seafood culinary staples. Some dishes include Doukhobour borscht, Salt Spring Island lamb, Japadog street food, and Butter chicken pizza. Some unique pastries include apple cranberry cinnamon buns, Nanaimo bars, and Victoria creams. British Columbia also produces several distinct local cheeses, such as kabritt, Castle Blue, and Comox Brie. The London Fog tea latte was invented in Vancouver and remains a popular beverage among coffee shops in the Pacific Northwest and Western Canada; it is referred to as a "Vancouver Fog" in Scotland.The Okanagan produces many unique fruits originating from the region, including Ambrosia and Spartan apples, Stella and Skeena cherries, and Corontation grapes. Other fruits grown in the province include peaches, pears, plums, apricots, strawberries, blackberries, cranberries, and loganberries.British Columbia is renowned for its wine production. The primary wine-producing regions include the Okanagan, the Similkameen Valley, Vancouver Island, the Gulf Islands, and the Fraser Valley. As of November 2014, there are 280 licensed grape wineries and 929 vineyards.
== Outdoor life and athletics ==
Given its varied mountainous terrain and its coasts, lakes, rivers, and forests, British Columbia has long been enjoyed for pursuits like hiking and camping, rock climbing and mountaineering, hunting and fishing.
Water sports, both motorized and non-motorized, are enjoyed in many places. Sea kayaking opportunities abound on the British Columbia coast with its fjords. Whitewater rafting and kayaking are popular on many inland rivers. Sailing and sailboarding are widely enjoyed.
In winter, cross-country and telemark skiing are much enjoyed, and in recent decades high-quality downhill skiing has been developed in the Coast Mountain range and the Rockies, as well as in the southern areas of the Shuswap Highlands and the Columbia Mountains. Snowboarding has mushroomed in popularity since the early 1990s. The 2010 Winter Olympics downhill events were held in Whistler Blackcomb area of the province, while the indoor events were conducted in the Vancouver area.
In Vancouver and Victoria (as well as some other cities), opportunities for joggers and bicyclists have been developed. Cross-country bike touring has been popular since the ten-speed bike became available many years ago. Since the advent of the more robust mountain bike, trails in more rugged and wild places have been developed for them. A 2016 poll on global biking website Pinkbike rated BC as the top destination mountain bikers would like to ride. Some of the province's retired rail beds have been converted and maintained for hiking, biking, and cross-country skiing. Longboarding is also a popular activity because of the hilly geography of the region.
Horseback riding is enjoyed by many British Columbians. Opportunities for trail riding, often into especially scenic areas, have been established for tourists in numerous areas of the province.
British Columbia also has strong participation levels in many other sports, including golf, tennis, soccer, hockey, Canadian football, rugby union, lacrosse, baseball, softball, basketball, curling, disc golf, Ultimate and figure skating. British Columbia has produced many outstanding athletes, especially in aquatic and winter sports.
Consistent with both increased tourism and increased participation in diverse recreations by British Columbians has been the proliferation of lodges, chalets, bed and breakfasts, motels, hotels, fishing camps, and park-camping facilities in recent decades.
In certain areas, there are businesses, non-profit societies, or municipal governments dedicated to promoting ecotourism in their region. A number of British Columbia farmers offer visitors to combine tourism with farm work, for example, through the WWOOF Canada program.
=== Sports ===
== Education ==
=== K-12 education ===
British Columbia is home to a comprehensive education system consisting of public schools and independent schools that is overseen by the provincial Ministry of Education. The public school system is divided in 59 anglophone school districts and one francophone school district, the Conseil scolaire francophone de la Colombie-Britannique, which operates French-language public schools throughout the province. The anglophone school districts are governed by school board trustees who are directly elected by the school district's residents. Although 86 percent of students are enrolled in the public school system, British Columbia has one of the highest shares of independent school enrolment among Canadian province, at 14 percent of the student population, due to its relatively generous funding model; most independent schools receive 50 percent of the operating funding that their public counterparts receive from the government. A very small percentage (less than 1 percent) of students are home schooled.
Like most other provinces in Canada, education is compulsory from ages 6 to 16 (grades 1–10), although the vast majority of students remain in school until they graduate from high school (grade 12) at the age of 18. In order to graduate with a graduation certificate, known as a Dogwood Diploma in BC, students must take a minimum of 80 course credits during grades 10 to 12. These credits include a variety of required courses (e.g. in language arts, social studies, mathematics, and science), as well as elective courses.Academic achievement in British Columbia is relatively good, although it has been slipping in recent years by some measures. In 2020, 86 percent of students in British Columbia graduated from high school within six years of entering grade 8. According to the 2018 Programme for International Student Assessment (PISA) scores, students in British Columbia scored the second highest in reading ability, fourth highest in mathematic prowess, and fourth highest in science knowledge of the 10 Canadian provinces, although these scores have declined significantly since the 2000 and 2015 assessments.
==== International students ====
In September 2014, there were 11,000 international students in BC public K-12 schools and about 3,000 international students in other BC K-12 schools.
=== Higher education ===
British Columbia has diverse array of higher educational institutions, ranging from publicly funded universities, colleges, and institutes, to private universities, colleges, seminaries, and career institutes. Public institutions receive approximately half of their funding from grants from the provincial government, with the remaining revenue stemming from tuition charges and philanthropic donations. Each post-secondary institution sets its own admission requirements, although the standard requirement is the completion of high school.
Public universities and colleges include:
British Columbia is also home to 11 private colleges and universities located throughout the province, including:
Quest University
Trinity Western University
Alexander College
University Canada West
Columbia College
Coquitlam College
Tamwood International College
Ashton College
Blanche Macdonald
Vanwest CollegeTwo American universities (Fairleigh Dickinson University and Northeastern University) also have degree-granting campuses located in Vancouver.
== See also ==
Index of British Columbia–related articles
Outline of British Columbia
Symbols of British Columbia
== Notes ==
== References ==
=== Citations ===
=== Sources ===
== Further reading ==
== External links ==
Official government website
Tourism British Columbia official website
BC Weathercams: Webcams showing realtime conditions across the province Archived March 31, 2022, at the Wayback Machine
BC government news
British Columbia at Curlie
"Provincial Archives including online photo database". Archived from the original on October 13, 2002. Retrieved May 15, 2019.
"Vancouver Public Library; Historical Photographs of BC & the Yukon". Archived from the original on March 24, 2009. Retrieved March 10, 2009.
"BC Multicultural Photographs from the Vancouver Public Library – searchable photo database". Archived from the original on December 5, 2012. Retrieved June 5, 2008.
BC government online map archive
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YouTube
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YouTube is an American online video sharing and social media platform headquartered in San Bruno, California, United States. Accessible worldwide, it was launched on February 14, 2005, by Steve Chen, Chad Hurley, and Jawed Karim. It is owned by Google and is the second most visited website, after Google Search. YouTube has more than 2.5 billion monthly users, who collectively watch more than one billion hours of videos each day. As of May 2019, videos were being uploaded at a rate of more than 500 hours of content per minute.In October 2006, YouTube was bought by Google for $1.65 billion. Google's ownership of YouTube expanded the site's business model, expanding from generating revenue from advertisements alone to offering paid content such as movies and exclusive content produced by YouTube. It also offers YouTube Premium, a paid subscription option for watching content without ads. YouTube also approved creators to participate in Google's AdSense program, which seeks to generate more revenue for both parties. In 2021, YouTube's annual advertising revenue increased to $28.8 billion, an increase in revenue of 9 billion from the previous year. YouTube reported revenue of $29.2 billion in 2022.Since its purchase by Google, YouTube has expanded beyond the core website into mobile apps, network television, and the ability to link with other platforms. Video categories on YouTube include music videos, video clips, news, short films, feature films, songs, documentaries, movie trailers, teasers, live streams, vlogs, and more. Most content is generated by individuals, including collaborations between YouTubers and corporate sponsors. Established media corporations such as Disney, Paramount, NBCUniversal, and Warner Bros. Discovery have also created and expanded their corporate YouTube channels to advertise to a greater audience.
YouTube has had unprecedented social impact, influencing popular culture, internet trends, and creating multimillionaire celebrities. Despite its growth and success, it has been widely criticized for allegedly facilitating the spread of misinformation and the sharing of copyrighted content, routinely violating its users' privacy, enabling censorship, and endangering child safety and wellbeing, and for its inconsistent or incorrect implementation of platform guidelines.
== History ==
=== Founding and initial growth (2005–2006) ===
YouTube was founded by Steve Chen, Chad Hurley, and Jawed Karim. The trio were early employees of PayPal, which left them enriched after the company was bought by eBay. Hurley had studied design at the Indiana University of Pennsylvania, and Chen and Karim studied computer science together at the University of Illinois Urbana-Champaign.According to a story that has often been repeated in the media, Hurley and Chen developed the idea for YouTube during the early months of 2005, after they had experienced difficulty sharing videos that had been shot at a dinner party at Chen's apartment in San Francisco. Karim did not attend the party and denied that it had occurred, but Chen remarked that the idea that YouTube was founded after a dinner party "was probably very strengthened by marketing ideas around creating a story that was very digestible".Karim said the inspiration for YouTube first came from the Super Bowl XXXVIII halftime show controversy, when Janet Jackson's breast was briefly exposed by Justin Timberlake during the halftime show. Karim could not easily find video clips of the incident and the 2004 Indian Ocean Tsunami online, which led to the idea of a video-sharing site. Hurley and Chen said that the original idea for YouTube was a video version of an online dating service and had been influenced by the website Hot or Not. They created posts on Craigslist asking attractive women to upload videos of themselves to YouTube in exchange for a $100 reward. Difficulty in finding enough dating videos led to a change of plans, with the site's founders deciding to accept uploads of any video.
YouTube began as a venture capital–funded technology startup. Between November 2005 and April 2006, the company raised money from various investors, with Sequoia Capital and Artis Capital Management being the largest two. YouTube's early headquarters were situated above a pizzeria and a Japanese restaurant in San Mateo, California. In February 2005, the company activated www.youtube.com. The first video was uploaded on April 23, 2005. Titled "Me at the zoo", it shows co-founder Jawed Karim at the San Diego Zoo and can still be viewed on the site. In May, the company launched a public beta and by November, a Nike ad featuring Ronaldinho became the first video to reach one million total views. The site launched officially on December 15, 2005, by which time the site was receiving 8 million views a day. Clips at the time were limited to 100 megabytes, as little as 30 seconds of footage.YouTube was not the first video-sharing site on the Internet; Vimeo was launched in November 2004, though that site remained a side project of its developers from CollegeHumor at the time and did not grow much, either. The week of YouTube's launch, NBC-Universal's Saturday Night Live ran a skit "Lazy Sunday" by The Lonely Island. Besides helping to bolster ratings and long-term viewership for Saturday Night Live, "Lazy Sunday"'s status as an early viral video helped establish YouTube as an important website. Unofficial uploads of the skit to YouTube drew in more than five million collective views by February 2006 before they were removed when NBCUniversal requested it two months later based on copyright concerns. Despite eventually being taken down, these duplicate uploads of the skit helped popularize YouTube's reach and led to the upload of more third-party content. The site grew rapidly; in July 2006, the company announced that more than 65,000 new videos were being uploaded every day and that the site was receiving 100 million video views per day.The choice of the name www.youtube.com led to problems for a similarly named website, www.utube.com. That site's owner, Universal Tube & Rollform Equipment, filed a lawsuit against YouTube in November 2006 after being regularly overloaded by people looking for YouTube. Universal Tube subsequently changed its website to www.utubeonline.com.
=== Broadcast Yourself era (2006–2013) ===
On October 9, 2006, Google announced that it had acquired YouTube for $1.65 billion in Google stock. The deal was finalized on November 13, 2006. Google's acquisition launched newfound interest in video-sharing sites; IAC, which now owned Vimeo, focused on supporting the content creators to distinguish itself from YouTube. It is at this time YouTube issued the slogan "Broadcast Yourself".
The company experienced rapid growth. The Daily Telegraph wrote that in 2007, YouTube consumed as much bandwidth as the entire Internet in 2000. By 2010, the company had reached a market share of around 43% and more than 14 billion views of videos, according to comScore. That year, the company simplified its interface to increase the time users would spend on the site. In 2011, more than three billion videos were being watched each day with 48 hours of new videos uploaded every minute. However, most of these views came from a relatively small number of videos; according to a software engineer at that time, 30% of videos accounted for 99% of views on the site. That year, the company again changed its interface and at the same time, introduced a new logo with a darker shade of red. A subsequent interface change, designed to unify the experience across desktop, TV, and mobile, was rolled out in 2013. By that point, more than 100 hours were being uploaded every minute, increasing to 300 hours by November 2014.
During this time, the company also went through some organizational changes. In October 2006, YouTube moved to a new office in San Bruno, California. Hurley announced that he would be stepping down as a chief executive officer of YouTube to take an advisory role and that Salar Kamangar would take over as head of the company in October 2010.In December 2009, YouTube partnered with Vevo. In April 2010, Lady Gaga's "Bad Romance" became the most viewed video, becoming the first video to reach 200 million views on May 9, 2010.
=== Susan Wojcicki and going mainstream (2014–2018) ===
Susan Wojcicki was appointed CEO of YouTube in February 2014. In January 2016, YouTube expanded its headquarters in San Bruno by purchasing an office park for $215 million. The complex has 51,468 square metres (554,000 square feet) of space and can house up to 2,800 employees. YouTube officially launched the "polymer" redesign of its user interfaces based on Material Design language as its default, as well a redesigned logo that is built around the service's play button emblem in August 2017.Through this period, YouTube tried several new ways to generate revenue beyond advertisements. In 2013, YouTube launched a pilot program for content providers to offer premium, subscription-based channels. This effort was discontinued in January 2018 and relaunched in June, with US$4.99 channel subscriptions. These channel subscriptions complemented the existing Super Chat ability, launched in 2017, which allows viewers to donate between $1 and $500 to have their comment highlighted. In 2014, YouTube announced a subscription service known as "Music Key," which bundled ad-free streaming of music content on YouTube with the existing Google Play Music service. The service continued to evolve in 2015 when YouTube announced YouTube Red, a new premium service that would offer ad-free access to all content on the platform (succeeding the Music Key service released the previous year), premium original series, and films produced by YouTube personalities, as well as background playback of content on mobile devices. YouTube also released YouTube Music, a third app oriented towards streaming and discovering the music content hosted on the YouTube platform.The company also attempted to create products appealing to specific viewers. YouTube released a mobile app known as YouTube Kids in 2015, designed to provide an experience optimized for children. It features a simplified user interface, curated selections of channels featuring age-appropriate content, and parental control features. Also in 2015, YouTube launched YouTube Gaming—a video gaming-oriented vertical and app for videos and live streaming, intended to compete with the Amazon.com-owned Twitch.The company was attacked on April 3, 2018, when a shooting occurred at YouTube's headquarters in San Bruno, California, which wounded four and resulted in the death of the shooter.
=== Recent history (2019–present) ===
By February 2017, one billion hours of YouTube videos were being watched every day, and 400 hours worth of videos were uploaded every minute. Two years later, the uploads had risen to more than 500 hours per minute. During the COVID-19 pandemic, when most of the world was under stay-at-home orders, usage of services like YouTube significantly increased. One data firm estimated that YouTube was accounting for 15% of all internet traffic, twice its pre-pandemic level. In response to EU officials requesting that such services reduce bandwidth as to make sure medical entities had sufficient bandwidth to share information, YouTube and Netflix stated they would reduce streaming quality for at least thirty days as to cut bandwidth use of their services by 25% to comply with the EU's request. YouTube later announced that they would continue with this move worldwide: "We continue to work closely with governments and network operators around the globe to do our part to minimize stress on the system during this unprecedented situation."Following a 2018 complaint alleging violations of the Children's Online Privacy Protection Act (COPPA), the company was fined $170 million by the FTC for collecting personal information from minors under the age of 13. YouTube was also ordered to create systems to increase children's privacy. Following criticisms of its implementation of those systems, YouTube started treating all videos designated as "made for kids" as liable under COPPA on January 6, 2020. Joining the YouTube Kids app, the company created a supervised mode, designed more for tweens, in 2021. Additionally, to compete with TikTok, YouTube released YouTube Shorts, a short-form video platform.
During this period, YouTube entered disputes with other tech companies. For over a year, in 2018 and 2019, no YouTube app was available for Amazon Fire products. In 2020, Roku removed the YouTube TV app from its streaming store after the two companies were unable to reach an agreement.After testing earlier in 2021, YouTube removed public display of dislike counts on videos in November 2021, claiming the reason for the removal was, based on its internal research, that users often used the dislike feature as a form of cyberbullying and brigading. While some users praised the move as a way to discourage trolls, others felt that hiding dislikes would make it harder for viewers to recognize clickbait or unhelpful videos and that other features already existed for creators to limit bullying. YouTube co-founder Jawed Karim referred to the update as "a stupid idea", and that the real reason behind the change was "not a good one, and not one that will be publicly disclosed." He felt that users' ability on a social platform to identify harmful content was essential, saying, "The process works, and there's a name for it: the wisdom of the crowds. The process breaks when the platform interferes with it. Then, the platform invariably declines." Shortly after the announcement, software developer Dmitry Selivanov created Return YouTube Dislike, an open-source, third-party browser extension for Chrome and Firefox that allows users to see a video's number of dislikes. In a letter published on January 25, 2022, by then YouTube CEO Susan Wojcicki, acknowledged that removing public dislike counts was a controversial decision, but reiterated that she stands by this decision, claiming that "it reduced dislike attacks."In 2022, YouTube launched an experiment where the company would show users who watched longer videos on TVs a long chain of short unskippable adverts, intending to consolidate all ads into the beginning of a video. Following public outrage over the unprecedented amount of unskippable ads, YouTube "ended" the experiment on September 19 of that year. In October, YouTube announced that they would be rolling out customizable user handles (e.g. @MrBeast6000) in addition to channel names, which would also become channel URLs.On February 16, 2023, Wojcicki announced that she would step down as CEO, with Neal Mohan named as her successor. Wojcicki will take on an advisory role for Google and parent company Alphabet.
== Senior leadership ==
YouTube has been led by a CEO since its founding in 2005, and has retained this leadership model even after its acquisition by Google. The current CEO is Neal Mohan, who was appointed on February 16, 2023.
=== List of CEOs ===
Chad Hurley (2005–2010)
Salar Kamangar (2010–2014)
Susan Wojcicki (2014–2023)
Neal Mohan (since February 2023)
== Features ==
=== Video technology ===
YouTube primarily uses the VP9 and H.264/MPEG-4 AVC video codecs, and the Dynamic Adaptive Streaming over HTTP protocol. MPEG-4 Part 2 streams contained within 3GP containers are also provided for low bandwidth connections. By January 2019, YouTube had begun rolling out videos in AV1 format. In 2021 it was reported that the company was considering requiring AV1 in streaming hardware in order to decrease bandwidth and increase quality. Video is usually streamed alongside the Opus and AAC audio codecs.At launch in 2005, viewing YouTube videos on a personal computer required the Adobe Flash Player plug-in to be installed in the browser. In January 2010, YouTube launched an experimental version of the site that used the built-in multimedia capabilities of Web browsers supporting the HTML5 standard. This allowed videos to be viewed without requiring Adobe Flash Player or any other plug-in to be installed. On January 27, 2015, YouTube announced that HTML5 would be the default playback method on supported browsers. HTML5 video streams use Dynamic Adaptive Streaming over HTTP (MPEG-DASH), an HTTP-based adaptive bit-rate streaming solution optimizes the bitrate and quality for the available network.The platform can serve videos at optionally lower resolution levels starting at 144p for smoothening playback in areas and countries with limited Internet speeds, improving compatibility, as well as for the preservation of limited cellular data plans. The resolution can be adjusted automatically based on detected connection speed or set manually.From 2008 to 2017, users could add "annotations" to their videos, such as pop-up text messages and hyperlinks, which allowed for interactive videos. By 2019 all annotations had been removed from videos, breaking some videos that depended on the feature. YouTube introduced standardized widgets intended to replace annotations in a cross-platform manner, including "end screens" (a customizable array of thumbnails for specified videos displayed near the end of the video).In 2018, YouTube became an International Standard Name Identifier (ISNI) registry, and announced its intention to begin creating ISNI identifiers to uniquely identify the musicians whose videos it features.Users can verify their account, normally through a mobile phone, to gain the ability to upload videos up to 12 hours in length, as well as produce live streams. Users who have built sufficient channel history and have a good track record of complying with the site's Community Guidelines will also gain access to these aforementioned features as well. When YouTube was launched in 2005, it was possible to upload longer videos, but a 10-minute limit was introduced in March 2006 after YouTube found that the majority of videos exceeding this length were unauthorized uploads of television shows and films. The 10-minute limit was increased to 15 minutes in July 2010. Videos can be at most 256 GB in size or 12 hours, whichever is less. As of 2021, automatic closed captions using speech recognition technology when a video is uploaded are available in 13 languages, and can be machine-translated during playback.YouTube also offers manual closed captioning as part of its creator studio. YouTube formerly offered a 'Community Captions' feature, where viewers could write and submit captions for public display upon approval by the video uploader, but this was deprecated in September 2020.YouTube accepts the most common container formats, including MP4, Matroska, FLV, AVI, WebM, 3GP, MPEG-PS, and the QuickTime File Format. Some intermediate video formats (i.e., primarily used for professional video editing, not for final delivery or storage) are also accepted, such as ProRes. YouTube provides recommended encoding settings.Each video is identified by an eleven-character case-sensitive alphanumerical Base64 string in the Uniform Resource Locator (URL) which can contain letters, digits, an underscore (_), and a dash (-).In 2018, YouTube added a feature called Premiere which displays a notification to the user mentioning when the video will be available for the first time, like for a live stream but with a prerecorded video. When the scheduled time arrives, the video is aired as a live broadcast with a two-minute countdown. Optionally, a premiere can be initiated immediately.
==== Quality and formats ====
YouTube originally offered videos at only one quality level, displayed at a resolution of 320×240 pixels using the Sorenson Spark codec (a variant of H.263), with mono MP3 audio. In June 2007, YouTube added an option to watch videos in 3GP format on mobile phones. In March 2008, a high-quality mode was added, which increased the resolution to 480×360 pixels. In December 2008, 720p HD support was added. At the time of the 720p launch, the YouTube player was changed from a 4:3 aspect ratio to a widescreen 16:9. With this new feature, YouTube began a switchover to H.264/MPEG-4 AVC as its default video compression format. In November 2009, 1080p HD support was added. In July 2010, YouTube announced that it had launched a range of videos in 4K format, which allows a resolution of up to 4096×3072 pixels. In July 2010, support for 4K resolution was added, with the videos playing at 3840 × 2160 pixels. In June 2015, support for 8K resolution was added, with the videos playing at 7680×4320 pixels. In November 2016, support for HDR video was added which can be encoded with hybrid log–gamma (HLG) or perceptual quantizer (PQ). HDR video can be encoded with the Rec. 2020 color space.In June 2014, YouTube began to deploy support for high frame rate videos up to 60 frames per second (as opposed to 30 before), becoming available for user uploads in October. YouTube stated that this would enhance "motion-intensive" videos, such as video game footage.YouTube videos are available in a range of quality levels. Viewers only indirectly influence the video quality. In the mobile apps, users choose between "Auto", which adjusts resolution based on the internet connection, "High Picture Quality" which will prioritize playing high-quality video, "Data saver" which will sacrifice video quality in favor of low data usage and "Advanced" which lets the user choose a stream resolution. On desktop, users choose between "Auto" and a specific resolution. It is not possible for the viewer to directly choose a higher bitrate (quality) for any selected resolution.
Since 2009, viewers have had the ability to watch 3D videos. In 2015, YouTube began natively supporting 360-degree video. Since April 2016, it allowed live streaming 360° video, and both normal and 360° video at up to 1440p, and since November 2016 both at up to 4K (2160p) resolution. Citing the limited number of users who watched more than 90-degrees, it began supporting an alternative stereoscopic video format known as VR180 which it said was easier to produce, which allows users to watch any video using virtual reality headsets.In response to increased viewership during the COVID-19 pandemic, YouTube temporarily downgraded the quality of its videos. YouTube developed its own chip, called Argos, to help with encoding higher resolution videos in 2021.In certain cases, YouTube allows the uploader to upgrade the quality of videos uploaded a long time ago in poor quality. One such partnership with Universal Music Group included remasters of 1,000 music videos.
==== Live streaming ====
YouTube carried out early experiments with live streaming, including a concert by U2 in 2009, and a question-and-answer session with US President Barack Obama in February 2010. These tests had relied on technology from 3rd-party partners, but in September 2010, YouTube began testing its own live streaming infrastructure. In April 2011, YouTube announced the rollout of YouTube Live. The creation of live streams was initially limited to select partners. It was used for real-time broadcasting of events such as the 2012 Olympics in London. In October 2012, more than 8 million people watched Felix Baumgartner's jump from the edge of space as a live stream on YouTube.In May 2013, creation of live streams was opened to verified users with at least 1,000 subscribers; in August of the same year the number was reduced to 100 subscribers, and in December the limit was removed. In February 2017, live streaming was introduced to the official YouTube mobile app. Live streaming via mobile was initially restricted to users with at least 10,000 subscribers, but as of mid-2017 it has been reduced to 100 subscribers. Live streams support HDR, can be up to 4K resolution at 60 fps, and also support 360° video.
=== User features ===
==== Comment system ====
Most videos enable users to leave comments, which have attracted attention for the negative aspects of their form and content. In 2006, Time praised Web 2.0 for enabling "community and collaboration on a scale never seen before", and added that YouTube "harnesses the stupidity of crowds as well as its wisdom. Some of the comments on YouTube make you weep for the future of humanity just for the spelling alone, never mind the obscenity and the naked hatred". The Guardian in 2009 described users' comments on YouTube as:
Juvenile, aggressive, misspelt, sexist, homophobic, swinging from raging at the contents of a video to providing a pointlessly detailed description followed by a LOL, YouTube comments are a hotbed of infantile debate and unashamed ignorance—with the occasional burst of wit shining through.
The Daily Telegraph commented in September 2008, that YouTube was "notorious" for "some of the most confrontational and ill-formed comment exchanges on the internet", and reported on YouTube Comment Snob, "a new piece of software that blocks rude and illiterate posts". The Huffington Post noted in April 2012 that finding comments on YouTube that appear "offensive, stupid and crass" to the "vast majority" of the people is hardly difficult.Google subsequently implemented a comment system oriented on Google+ on November 6, 2013, that required all YouTube users to use a Google+ account to comment on videos. The stated motivation for the change was giving creators more power to moderate and block comments, thereby addressing frequent criticisms of their quality and tone. The new system restored the ability to include URLs in comments, which had previously been removed due to problems with abuse. In response, YouTube co-founder Jawed Karim posted the question "why the fuck do I need a google+ account to comment on a video?" on his YouTube channel to express his negative opinion of the change. The official YouTube announcement received 20,097 "thumbs down" votes and generated more than 32,000 comments in two days. Writing in the Newsday blog Silicon Island, Chase Melvin noted that "Google+ is nowhere near as popular a social media network like Facebook, but it's essentially being forced upon millions of YouTube users who don't want to lose their ability to comment on videos" and added that "Discussion forums across the Internet are already bursting with the outcry against the new comment system". In the same article Melvin goes on to say:
Perhaps user complaints are justified, but the idea of revamping the old system isn't so bad.
Think of the crude, misogynistic and racially-charged mudslinging that has transpired over the last eight years on YouTube without any discernible moderation. Isn't any attempt to curb unidentified libelers worth a shot? The system is far from perfect, but Google should be lauded for trying to alleviate some of the damage caused by irate YouTubers hiding behind animosity and anonymity.
Later, on July 27, 2015, Google announced in a blog post that it would be removing the requirement to sign up to a Google+ account to post comments to YouTube. On November 3, 2016, YouTube announced a trial scheme which allows the creators of videos to decide whether to approve, hide or report the comments posted on videos based on an algorithm that detects potentially offensive comments. Creators may also choose to keep or delete comments with links or hashtags in order to combat spam. They can also allow other users to moderate their comments.In December 2020, it was reported that YouTube would launch a new feature that will warn users who post a comment that "may be offensive to others."
==== Community ====
On September 13, 2016, YouTube launched a public beta of Community, a social media-based feature that allows users to post text, images (including GIFs), live videos and others in a separate "Community" tab on their channel. Prior to the release, several creators had been consulted to suggest tools Community could incorporate that they would find useful; these YouTubers included Vlogbrothers, AsapScience, Lilly Singh, The Game Theorists, Karmin, The Key of Awesome, The Kloons, Peter Hollens, Rosianna Halse Rojas, Sam Tsui, Threadbanger and Vsauce3.After the feature has been officially released, the community post feature gets activated automatically for every channel that passes a specific threshold of subscriber counts or already has more subscribers. This threshold was lowered over time, from 10,000 subscribers to 1500 subscribers, to 1000 subscribers, to 500 subscribers.Channels that the community tab becomes enabled for, get their channel discussions (previously known as channel comments) permanently erased, instead of co-existing or migrating.
==== TestTube ====
Experimental features of YouTube can be accessed in an area of the site named TestTube.For example, in October 2009, a comment search feature accessible under /comment_search was implemented as part of this program. The feature was removed later.Later the same year, YouTube Feather was introduced as a "lightweight" alternative website for countries with limited internet speeds.
=== Content accessibility ===
YouTube offers users the ability to view its videos on web pages outside their website. Each YouTube video is accompanied by a piece of HTML that can be used to embed it on any page on the Web. This functionality is often used to embed YouTube videos in social networking pages and blogs. Users wishing to post a video discussing, inspired by, or related to another user's video can make a "video response". The eleven character YouTube video identifier (64 possible characters used in each position), allows for a theoretical maximum of 6411 or around 73.8 quintillion (73.8 billion billion) unique ids.
YouTube announced that it would remove video responses for being an underused feature on August 27, 2013. Embedding, rating, commenting and response posting can be disabled by the video owner. YouTube does not usually offer a download link for its videos, and intends for them to be viewed through its website interface. A small number of videos can be downloaded as MP4 files. Numerous third-party web sites, applications and browser plug-ins allow users to download YouTube videos.In February 2009, YouTube announced a test service, allowing some partners to offer video downloads for free or for a fee paid through Google Checkout. In June 2012, Google sent cease and desist letters threatening legal action against several websites offering online download and conversion of YouTube videos. In response, Zamzar removed the ability to download YouTube videos from its site. Users retain copyright of their own work under the default Standard YouTube License, but have the option to grant certain usage rights under any public copyright license they choose.
Since July 2012, it has been possible to select a Creative Commons attribution license as the default, allowing other users to reuse and remix the material.
==== Platforms ====
Most modern smartphones are capable of accessing YouTube videos, either within an application or through an optimized website. YouTube Mobile was launched in June 2007, using RTSP streaming for the video. Not all of YouTube's videos are available on the mobile version of the site.Since June 2007, YouTube's videos have been available for viewing on a range of Apple products. This required YouTube's content to be transcoded into Apple's preferred video standard, H.264, a process that took several months. YouTube videos can be viewed on devices including Apple TV, iPod Touch and the iPhone.The mobile version of the site was relaunched based on HTML5 in July 2010, avoiding the need to use Adobe Flash Player and optimized for use with touch screen controls. The mobile version is also available as an app for the Android platform.In September 2012, YouTube launched its first app for the iPhone, following the decision to drop YouTube as one of the preloaded apps in the iPhone 5 and iOS 6 operating system. According to GlobalWebIndex, YouTube was used by 35% of smartphone users between April and June 2013, making it the third-most used app.A TiVo service update in July 2008 allowed the system to search and play YouTube videos.In January 2009, YouTube launched "YouTube for TV", a version of the website tailored for set-top boxes and other TV-based media devices with web browsers, initially allowing its videos to be viewed on the PlayStation 3 and Wii video game consoles.During the month of June that same year, YouTube XL was introduced, which has a simplified interface designed for viewing on a standard television screen. YouTube is also available as an app on Xbox Live.On November 15, 2012, Google launched an official app for the Wii, allowing users to watch YouTube videos from the Wii channel. An app was available for Wii U and Nintendo 3DS, but was discontinued in August 2019. Videos can also be viewed on the Wii U Internet Browser using HTML5. Google made YouTube available on the Roku player on December 17, 2013, and, in October 2014, the Sony PlayStation 4.YouTube launched as a downloadable app for the Nintendo Switch in November 2018.
=== International and localization ===
On June 19, 2007, Google CEO Eric Schmidt appeared in Paris to launch the new localization system. The interface of the website is available with localized versions in 104 countries, one territory (Hong Kong) and a worldwide version.
The YouTube interface suggests which local version should be chosen based on the IP address of the user. In some cases, the message "This video is not available in your country" may appear because of copyright restrictions or inappropriate content. The interface of the YouTube website is available in 76 language versions, including Amharic, Albanian, Armenian, Burmese, Kyrgyz, Mongolian, Persian and Uzbek, which do not have local channel versions. Access to YouTube was blocked in Turkey between 2008 and 2010, following controversy over the posting of videos deemed insulting to Mustafa Kemal Atatürk and some material offensive to Muslims. In October 2012, a local version of YouTube was launched in Turkey, with the domain youtube.com.tr. The local version is subject to the content regulations found in Turkish law. In March 2009, a dispute between YouTube and the British royalty collection agency PRS for Music led to premium music videos being blocked for YouTube users in the United Kingdom. The removal of videos posted by the major record companies occurred after failure to reach an agreement on a licensing deal. The dispute was resolved in September 2009. In April 2009, a similar dispute led to the removal of premium music videos for users in Germany.
== Videos ==
In January 2012, it was estimated that visitors to YouTube spent an average of 15 minutes a day on the site, in contrast to the four or five hours a day spent by a typical US citizen watching television. In 2017, viewers on average watched YouTube on mobile devices for more than an hour every day.In December 2012, two billion views were removed from the view counts of Universal and Sony music videos on YouTube, prompting a claim by The Daily Dot that the views had been deleted due to a violation of the site's terms of service, which ban the use of automated processes to inflate view counts. This was disputed by Billboard, which said that the two billion views had been moved to Vevo, since the videos were no longer active on YouTube. On August 5, 2015, YouTube patched the formerly notorious behaviour which caused a video's view count to freeze at "301" (later "301+") until the actual count was verified to prevent view count fraud. YouTube view counts once again updated in real time.Since September 2019, subscriber counts are abbreviated. Only three leading digits of channels' subscriber counts are indicated publicly, compromising the function of third-party real-time indicators such as that of Social Blade. Exact counts remain available to channel operators inside YouTube Studio.On November 11, 2021, after testing out this change in March of the same year, YouTube announced it would start hiding dislike counts on videos, making them invisible to viewers. The company stated the decision was in response to experiments which confirmed that smaller YouTube creators were more likely to be targeted in dislike brigading and harassment. Creators will still be able to see the number of likes and dislikes in the YouTube Studio dashboard tool, according to YouTube.
=== Copyright issues ===
YouTube has faced numerous challenges and criticisms in its attempts to deal with copyright, including the site's first viral video, Lazy Sunday, which had to be taken down, due to copyright concerns. At the time of uploading a video, YouTube users are shown a message asking them not to violate copyright laws. Despite this advice, many unauthorized clips of copyrighted material remain on YouTube. YouTube does not view videos before they are posted online, and it is left to copyright holders to issue a DMCA takedown notice pursuant to the terms of the Online Copyright Infringement Liability Limitation Act. Any successful complaint about copyright infringement results in a YouTube copyright strike. Three successful complaints for copyright infringement against a user account will result in the account and all of its uploaded videos being deleted. From 2007 to 2009 organizations including Viacom, Mediaset, and the English Premier League have filed lawsuits against YouTube, claiming that it has done too little to prevent the uploading of copyrighted material.In August 2008, a US court ruled in Lenz v. Universal Music Corp. that copyright holders cannot order the removal of an online file without first determining whether the posting reflected fair use of the material. YouTube's owner Google announced in November 2015 that they would help cover the legal cost in select cases where they believe fair use defenses apply.In the 2011 case of Smith v. Summit Entertainment LLC, professional singer Matt Smith sued Summit Entertainment for the wrongful use of copyright takedown notices on YouTube. He asserted seven causes of action, and four were ruled in Smith's favor. In April 2012, a court in Hamburg ruled that YouTube could be held responsible for copyrighted material posted by its users. On November 1, 2016, the dispute with GEMA was resolved, with Google content ID being used to allow advertisements to be added to videos with content protected by GEMA.In April 2013, it was reported that Universal Music Group and YouTube have a contractual agreement that prevents content blocked on YouTube by a request from UMG from being restored, even if the uploader of the video files a DMCA counter-notice. As part of YouTube Music, Universal and YouTube signed an agreement in 2017, which was followed by separate agreements other major labels, which gave the company the right to advertising revenue when its music was played on YouTube. By 2019, creators were having videos taken down or demonetized when Content ID identified even short segments of copyrighted music within a much longer video, with different levels of enforcement depending on the record label. Experts noted that some of these clips said qualified for fair use.
==== Content ID ====
In June 2007, YouTube began trials of a system for automatic detection of uploaded videos that infringe copyright. Google CEO Eric Schmidt regarded this system as necessary for resolving lawsuits such as the one from Viacom, which alleged that YouTube profited from content that it did not have the right to distribute. The system, which was initially called "Video Identification" and later became known as Content ID, creates an ID File for copyrighted audio and video material, and stores it in a database. When a video is uploaded, it is checked against the database, and flags the video as a copyright violation if a match is found. When this occurs, the content owner has the choice of blocking the video to make it unviewable, tracking the viewing statistics of the video, or adding advertisements to the video.
An independent test in 2009 uploaded multiple versions of the same song to YouTube and concluded that while the system was "surprisingly resilient" in finding copyright violations in the audio tracks of videos, it was not infallible. The use of Content ID to remove material automatically has led to controversy in some cases, as the videos have not been checked by a human for fair use. If a YouTube user disagrees with a decision by Content ID, it is possible to fill in a form disputing the decision.Before 2016, videos were not monetized until the dispute was resolved. Since April 2016, videos continue to be monetized while the dispute is in progress, and the money goes to whoever won the dispute. Should the uploader want to monetize the video again, they may remove the disputed audio in the "Video Manager". YouTube has cited the effectiveness of Content ID as one of the reasons why the site's rules were modified in December 2010 to allow some users to upload videos of unlimited length.
=== Moderation and offensive content ===
YouTube has a set of community guidelines aimed to reduce abuse of the site's features. The uploading of videos containing defamation, pornography, and material encouraging criminal conduct is forbidden by YouTube's "Community Guidelines". Generally prohibited material includes sexually explicit content, videos of animal abuse, shock videos, content uploaded without the copyright holder's consent, hate speech, spam, and predatory behavior. YouTube relies on its users to flag the content of videos as inappropriate, and a YouTube employee will view a flagged video to determine whether it violates the site's guidelines. Despite the guidelines, YouTube has faced criticism over aspects of its operations, its recommendation algorithms perpetuating videos that promote conspiracy theories and falsehoods, hosting videos ostensibly targeting children but containing violent or sexually suggestive content involving popular characters, videos of minors attracting pedophilic activities in their comment sections, and fluctuating policies on the types of content that is eligible to be monetized with advertising.YouTube contracts companies to hire content moderators, who view content flagged as potentially violating YouTube's content policies and determines if they should be removed. In September 2020, a class-action suit was filed by a former content moderator who reported developing post-traumatic stress disorder (PTSD) after an 18-month period on the job. The former content moderator said that she was regularly made to exceed YouTube's stated limit of four hours per day of viewing graphic content. The lawsuit alleges that YouTube's contractors gave little to no training or support for its moderators' mental health, made prospective employees sign NDAs before showing them any examples of content they would see while reviewing, and censored all mention of trauma from its internal forums. It also purports that requests for extremely graphic content to be blurred, reduced in size or made monochrome, per recommendations from the National Center for Missing and Exploited Children, were rejected by YouTube as not a high priority for the company.To limit the spread of misinformation and fake news via YouTube, it has rolled out a comprehensive policy regarding how it plans to deal with technically manipulated videos.Controversial content has included material relating to Holocaust denial and the Hillsborough disaster, in which 96 football fans from Liverpool were crushed to death in 1989. In July 2008, the Culture and Media Committee of the House of Commons of the United Kingdom stated that it was "unimpressed" with YouTube's system for policing its videos, and argued that "proactive review of content should be standard practice for sites hosting user-generated content". YouTube responded by stating:
We have strict rules on what's allowed, and a system that enables anyone who sees inappropriate content to report it to our 24/7 review team and have it dealt with promptly. We educate our community on the rules and include a direct link from every YouTube page to make this process as easy as possible for our users. Given the volume of content uploaded on our site, we think this is by far the most effective way to make sure that the tiny minority of videos that break the rules come down quickly. (July 2008)
In October 2010, U.S. Congressman Anthony Weiner urged YouTube to remove from its website videos of imam Anwar al-Awlaki. YouTube pulled some of the videos in November 2010, stating they violated the site's guidelines. In December 2010, YouTube added the ability to flag videos for containing terrorism content.In 2018, YouTube introduced a system that would automatically add information boxes to videos that its algorithms determined may present conspiracy theories and other fake news, filling the infobox with content from Encyclopædia Britannica and Wikipedia as a means to inform users to minimize misinformation propagation without impacting freedom of speech. In the wake of the Notre-Dame fire on April 15, 2019, several user-uploaded videos of the landmark fire were flagged by YouTube' system automatically with an Encyclopædia Britannica article on the false conspiracy theories around the September 11 attacks. Several users complained to YouTube about this inappropriate connection. YouTube officials apologized for this, stating that their algorithms had misidentified the fire videos and added the information block automatically, and were taking steps to remedy this.On April 18, 2023, YouTube revealed its changes in handling content associated with eating disorders. This social media platform's Community Guidelines now prohibit content that could encourage emulation from at-risk users. This content includes behavior that shows severe calorie tracking and purging after eating. However, videos featuring positive behavior such as in the context of recovery will be permitted on the platform under two conditions—the user must have a registered (logged-in) account and must be older than 18.
This policy was created in collaboration with nonprofit organizations as well as the National Eating Disorder Association. Garth Graham, YouTube's Global Head of Healthcare revealed in an interview with CNN that this policy change was geared at ensuring that this video-sharing platform provides an avenue for "community recovery and resources" while ensuring continued viewer protection.
==== Homophobia and transphobia ====
Five leading content creators whose channels were based on LGBTQ+ materials filed a federal lawsuit against YouTube in August 2019, alleging that YouTube's algorithms divert discovery away from their channels, impacting their revenue. The plaintiffs claimed that the algorithms discourage content with words like "lesbian" or "gay", which would be predominant in their channels' content, and because of YouTube's near-monopolization of online video services, they are abusing that position.In June 2022, Media Matters, a media watchdog group, reported that homophobic and transphobic content calling LGBT people "predators" and "groomers" was becoming more common on YouTube. The report also referred to common accusations in YouTube videos that LGBT people are mentally ill. The report stated the content appeared to be in violation of YouTube's hate speech policy.
==== Animal torture ====
YouTube said animal abuse "has no place on their platforms, and they are working to remove content".
==== YouTube as a tool to promote conspiracy theories and far-right content ====
YouTube has been criticized for using an algorithm that gives great prominence to videos that promote conspiracy theories, falsehoods and incendiary fringe discourse. According to an investigation by The Wall Street Journal, "YouTube's recommendations often lead users to channels that feature conspiracy theories, partisan viewpoints and misleading videos, even when those users haven't shown interest in such content. When users show a political bias in what they choose to view, YouTube typically recommends videos that echo those biases, often with more-extreme viewpoints." When users search for political or scientific terms, YouTube's search algorithms often give prominence to hoaxes and conspiracy theories. After YouTube drew controversy for giving top billing to videos promoting falsehoods and conspiracy when people made breaking-news queries during the 2017 Las Vegas shooting, YouTube changed its algorithm to give greater prominence to mainstream media sources. In 2018, it was reported that YouTube was again promoting fringe content about breaking news, giving great prominence to conspiracy videos about Anthony Bourdain's death.In 2017, it was revealed that advertisements were being placed on extremist videos, including videos by rape apologists, anti-Semites, and hate preachers who received ad payouts. After firms started to stop advertising on YouTube in the wake of this reporting, YouTube apologized and said that it would give firms greater control over where ads got placed.Alex Jones, known for right-wing conspiracy theories, had built a massive audience on YouTube. YouTube drew criticism in 2018 when it removed a video from Media Matters compiling offensive statements made by Jones, stating that it violated its policies on "harassment and bullying". On August 6, 2018, however, YouTube removed Alex Jones' YouTube page following a content violation.University of North Carolina professor Zeynep Tufekci has referred to YouTube as "The Great Radicalizer", saying "YouTube may be one of the most powerful radicalizing instruments of the 21st century." Jonathan Albright of the Tow Center for Digital Journalism at Columbia University described YouTube as a "conspiracy ecosystem".In January 2019, YouTube said that it had introduced a new policy starting in the United States intended to stop recommending videos containing "content that could misinform users in harmful ways." YouTube gave flat earth theories, miracle cures, and 9/11 trutherism as examples. Efforts within YouTube engineering to stop recommending borderline extremist videos falling just short of forbidden hate speech, and track their popularity were originally rejected because they could interfere with viewer engagement. In late 2019, the site began implementing measures directed towards "raising authoritative content and reducing borderline content and harmful misinformation."Multiple research studies have investigated cases of misinformation in YouTube. In a July 2019 study based on ten YouTube searches using the Tor Browser related to climate and climate change, the majority of videos were videos that communicated views contrary to the scientific consensus on climate change. A May 2023 study found that YouTube was monetizing and profiting from videos that included misinformation about climate change. A 2019 BBC investigation of YouTube searches in ten different languages found that YouTube's algorithm promoted health misinformation, including fake cancer cures. In Brazil, YouTube has been linked to pushing pseudoscientific misinformation on health matters, as well as elevated far-right fringe discourse and conspiracy theories. In the Philippines, numerous channels disseminated misinformation related to the 2022 Philippine elections. Additionally, research on the dissemination of Flat Earth beliefs in social media, has shown that networks of YouTube channels form an echo chamber that polarizes audiences by appearing to confirm preexisting beliefs.
==== Use among white supremacists ====
Before 2019, YouTube took steps to remove specific videos or channels related to supremacist content that had violated its acceptable use policies but otherwise did not have site-wide policies against hate speech.In the wake of the March 2019 Christchurch mosque attacks, YouTube and other sites like Facebook and Twitter that allowed user-submitted content drew criticism for doing little to moderate and control the spread of hate speech, which was considered to be a factor in the rationale for the attacks. These platforms were pressured to remove such content, but in an interview with The New York Times, YouTube's chief product officer Neal Mohan said that unlike content such as ISIS videos which take a particular format and thus easy to detect through computer-aided algorithms, general hate speech was more difficult to recognize and handle, and thus could not readily take action to remove without human interaction.YouTube joined an initiative led by France and New Zealand with other countries and tech companies in May 2019 to develop tools to be used to block online hate speech and to develop regulations, to be implemented at the national level, to be levied against technology firms that failed to take steps to remove such speech, though the United States declined to participate. Subsequently, on June 5, 2019, YouTube announced a major change to its terms of service, "specifically prohibiting videos alleging that a group is superior in order to justify discrimination, segregation or exclusion based on qualities like age, gender, race, caste, religion, sexual orientation or veteran status." YouTube identified specific examples of such videos as those that "promote or glorify Nazi ideology, which is inherently discriminatory". YouTube further stated it would "remove content denying that well-documented violent events, like the Holocaust or the shooting at Sandy Hook Elementary, took place."In October 2019, YouTube banned the main channel of Red Ice, a white supremacist multimedia company, for hate speech violations. The channel had about 330,000 subscribers. Lana Lokteff and Red Ice promoted a backup channel in an attempt to circumvent the ban. A week later, the backup channel was also removed by YouTube.In June 2020, YouTube banned several channels associated with white supremacy, including those of Stefan Molyneux, David Duke, and Richard B. Spencer, asserting these channels violated their policies on hate speech. The ban occurred the same day that Reddit announced the ban on several hate speech sub-forums including r/The Donald.
==== Handling of COVID-19 pandemic and other misinformation ====
Following the dissemination via YouTube of misinformation related to the COVID-19 pandemic that 5G communications technology was responsible for the spread of coronavirus disease 2019 which led to multiple 5G towers in the United Kingdom being attacked by arsonists, YouTube removed all such videos linking 5G and the coronavirus in this manner.YouTube extended this policy in September 2021 to cover videos disseminating misinformation related to any vaccine, including those long approved against measles or Hepatitis B, that had received approval from local health authorities or the World Health Organization. The platform removed the accounts of anti-vaccine campaigners such as Robert F. Kennedy Jr. and Joseph Mercola at this time. Two accounts linked to RT Deutsch, the German channel of the Russian RT network were removed as well for breaching YouTube's policies.YouTube had extended this moderation to non-medical areas. In the weeks following the 2020 United States presidential election, the site added policies to remove or label videos promoting disproving election fraud claims; however, it reversed this policy in June 2023, citing that the removal was necessary to "openly debate political ideas, even those that are controversial or based on disproven assumptions". Google and YouTube implemented policies in October 2021 to deny monetization or revenue to advertisers or content creators that promoted climate change denial, which "includes content referring to climate change as a hoax or a scam, claims denying that long-term trends show the global climate is warming, and claims denying that greenhouse gas emissions or human activity contribute to climate change."In July 2022 YouTube announced policies to combat misinformation surrounding abortion, such as videos with instructions to perform abortion methods that are considered unsafe and videos that contain misinformation about the safety of abortion.
==== Child safety and wellbeing ====
Leading into 2017, there was a significant increase in the number of videos related to children, coupled between the popularity of parents vlogging their family's activities, and previous content creators moving away from content that often was criticized or demonetized into family-friendly material. In 2017, YouTube reported that time watching family vloggers had increased by 90%. However, with the increase in videos featuring children, the site began to face several controversies related to child safety. During Q2 2017, the owners of popular channel FamilyOFive, which featured themselves playing "pranks" on their children, were accused of child abuse. Their videos were eventually deleted, and two of their children were removed from their custody. A similar case happened in 2019 when the owner of the channel Fantastic Adventures was accused of abusing her adopted children. Her videos would later be deleted.Later that year, YouTube came under criticism for showing inappropriate videos targeted at children and often featuring popular characters in violent, sexual or otherwise disturbing situations, many of which appeared on YouTube Kids and attracted millions of views. The term "Elsagate" was coined on the Internet and then used by various news outlets to refer to this controversy. On November 11, 2017, YouTube announced it was strengthening site security to protect children from unsuitable content. Later that month, the company started to mass delete videos and channels that made improper use of family-friendly characters. As part of a broader concern regarding child safety on YouTube, the wave of deletions also targeted channels that showed children taking part in inappropriate or dangerous activities under the guidance of adults. Most notably, the company removed Toy Freaks, a channel with over 8.5 million subscribers, that featured a father and his two daughters in odd and upsetting situations. According to analytics specialist SocialBlade, it earned up to £8.7 million annually prior to its deletion.Even for content that appears to be aimed at children and appears to contain only child-friendly content, YouTube's system allows for anonymity of who uploads these videos. These questions have been raised in the past, as YouTube has had to remove channels with children's content which, after becoming popular, then suddenly include inappropriate content masked as children's content. Alternative, some of the most-watched children's programming on YouTube comes from channels that have no identifiable owners, raising concerns of intent and purpose. One channel that had been of concern was "Cocomelon" which provided numerous mass-produced animated videos aimed at children. Up through 2019, it had drawn up to US$10 million a month in ad revenue and was one of the largest kid-friendly channels on YouTube before 2020. Ownership of Cocomelon was unclear outside of its ties to "Treasure Studio", itself an unknown entity, raising questions as to the channel's purpose, but Bloomberg News had been able to confirm and interview the small team of American owners in February 2020 regarding "Cocomelon", who stated their goal for the channel was to simply entertain children, wanting to keep to themselves to avoid attention from outside investors. The anonymity of such channel raise concerns because of the lack of knowledge of what purpose they are trying to serve. The difficulty to identify who operates these channels "adds to the lack of accountability", according to Josh Golin of the Campaign for a Commercial-Free Childhood, and educational consultant Renée Chernow-O'Leary found the videos were designed to entertain with no intent to educate, all leading to critics and parents to be concerned for their children becoming too enraptured by the content from these channels. Content creators that earnestly make child-friendly videos have found it difficult to compete with larger channels, unable to produce content at the same rate as them, and lacking the same means of being promoted through YouTube's recommendation algorithms that the larger animated channel networks have shared.In January 2019, YouTube officially banned videos containing "challenges that encourage acts that have an inherent risk of severe physical harm" (such as the Tide Pod Challenge) and videos featuring pranks that "make victims believe they're in physical danger" or cause emotional distress in children.
===== Sexualization of children and pedophilia =====
Also in November 2017, it was revealed in the media that many videos featuring children—often uploaded by the minors themselves, and showing innocent content such as the children playing with toys or performing gymnastics—were attracting comments from pedophiles with predators finding the videos through private YouTube playlists or typing in certain keywords in Russian. Other child-centric videos originally uploaded to YouTube began propagating on the dark web, and uploaded or embedded onto forums known to be used by pedophiles.As a result of the controversy, which added to the concern about "Elsagate", several major advertisers whose ads had been running against such videos froze spending on YouTube. In December 2018, The Times found more than 100 grooming cases in which children were manipulated into sexually implicit behavior (such as taking off clothes, adopting overtly sexual poses and touching other children inappropriately) by strangers. After a reporter flagged the videos in question, half of them were removed, and the rest were removed after The Times contacted YouTube's PR department.In February 2019, YouTube vlogger Matt Watson identified a "wormhole" that would cause the YouTube recommendation algorithm to draw users into this type of video content, and make all of that user's recommended content feature only these types of videos. Most of these videos had comments from sexual predators commenting with timestamps of when the children were shown in compromising positions or otherwise making indecent remarks. In some cases, other users had re-uploaded the video in unlisted form but with incoming links from other videos, and then monetized these, propagating this network. In the wake of the controversy, the service reported that they had deleted over 400 channels and tens of millions of comments, and reported the offending users to law enforcement and the National Center for Missing and Exploited Children. A spokesperson explained that "any content—including comments—that endangers minors is abhorrent and we have clear policies prohibiting this on YouTube. There's more to be done, and we continue to work to improve and catch abuse more quickly." Despite these measures, AT&T, Disney, Dr. Oetker, Epic Games, and Nestlé all pulled their advertising from YouTube.Subsequently, YouTube began to demonetize and block advertising on the types of videos that have drawn these predatory comments. The service explained that this was a temporary measure while they explore other methods to eliminate the problem. YouTube also began to flag channels that predominantly feature children, and preemptively disable their comments sections. "Trusted partners" can request that comments be re-enabled, but the channel will then become responsible for moderating comments. These actions mainly target videos of toddlers, but videos of older children and teenagers may be protected as well if they contain actions that can be interpreted as sexual, such as gymnastics. YouTube stated it was also working on a better system to remove comments on other channels that matched the style of child predators.A related attempt to algorithmically flag videos containing references to the string "CP" (an abbreviation of child pornography) resulted in some prominent false positives involving unrelated topics using the same abbreviation, including videos related to the mobile video game Pokémon Go (which uses "CP" as an abbreviation of the statistic "Combat Power"), and Club Penguin. YouTube apologized for the errors and reinstated the affected videos. Separately, online trolls have attempted to have videos flagged for takedown or removal by commenting with statements similar to what the child predators had said; this activity became an issue during the PewDiePie vs T-Series rivalry in early 2019. YouTube stated they do not take action on any video with these comments but those that they have flagged that are likely to draw child predator activity.In June 2019, The New York Times cited researchers who found that users who watched erotic videos could be recommended seemingly innocuous videos of children. As a result, Senator Josh Hawley stated plans to introduce federal legislation that would ban YouTube and other video sharing sites from including videos that predominantly feature minors as "recommended" videos, excluding those that were "professionally produced", such as videos of televised talent shows. YouTube has suggested potential plans to remove all videos featuring children from the main YouTube site and transferring them to the YouTube Kids site where they would have stronger controls over the recommendation system, as well as other major changes on the main YouTube site to the recommended feature and autoplay system.
==== Misogyny ====
A January 2022 report by the social media analytics firm Bot Sentinel said that several online influencers were using YouTube to exclusively post negative content about Prince Harry and Meghan, including conspiracy theories about the couple, in what it called "a lucrative hate-for-profit enterprise" where "racism and YouTube ad revenue are the primary motivators." Bot Sentinel also found that one of the most prominent accounts promoting a conspiracy theory that Meghan was never pregnant had accumulated nearly 19 million views and was earning around $44,000 a year. YouTube banned the account in March.An August 2022 report by the Center for Countering Digital Hate, a British think tank, found that harassment against women was flourishing on YouTube. It noted that channels espousing a similar ideology to that of men's rights influencer Andrew Tate were using YouTube to grow their audience, despite Tate being banned from the platform. In his 2022 book Like, Comment, Subscribe: Inside YouTube's Chaotic Rise to World Domination, Bloomberg reporter Mark Bergen said that many female content creators were dealing with harassment, bullying and stalking.
=== April Fools gags ===
YouTube featured an April Fools prank on the site on April 1 of every year from 2008 to 2016. In 2008, all links to videos on the main page were redirected to Rick Astley's music video "Never Gonna Give You Up", a prank known as "rickrolling". The next year, when clicking on a video on the main page, the whole page turned upside down, which YouTube claimed was a "new layout". In 2010, YouTube temporarily released a "TEXTp" mode which rendered video imagery into ASCII art letters "in order to reduce bandwidth costs by $1 per second."The next year, the site celebrated its "100th anniversary" with a range of sepia-toned silent, early 1900s-style films, including a parody of Keyboard Cat. In 2012, clicking on the image of a DVD next to the site logo led to a video about a purported option to order every YouTube video for home delivery on DVD.In 2013, YouTube teamed up with satirical newspaper company The Onion to claim in an uploaded video that the video-sharing website was launched as a contest which had finally come to an end, and would shut down for ten years before being re-launched in 2023, featuring only the winning video. The video starred several YouTube celebrities, including Antoine Dodson. A video of two presenters announcing the nominated videos streamed live for 12 hours.In 2014, YouTube announced that it was responsible for the creation of all viral video trends, and revealed previews of upcoming trends, such as "Clocking", "Kissing Dad", and "Glub Glub Water Dance". The next year, YouTube added a music button to the video bar that played samples from "Sandstorm" by Darude. In 2016, YouTube introduced an option to watch every video on the platform in 360-degree mode with Snoop Dogg.
== Services ==
=== YouTube Premium ===
YouTube Premium (formerly YouTube Red) is YouTube's premium subscription service. It offers advertising-free streaming, access to original programming, and background and offline video playback on mobile devices. YouTube Premium was originally announced on November 12, 2014, as "Music Key", a subscription music streaming service, and was intended to integrate with and replace the existing Google Play Music "All Access" service. On October 28, 2015, the service was relaunched as YouTube Red, offering ad-free streaming of all videos and access to exclusive original content. As of November 2016, the service has 1.5 million subscribers, with a further million on a free-trial basis. As of June 2017, the first season of YouTube Originals had gotten 250 million views in total.
=== YouTube Kids ===
YouTube Kids is an American children's video app developed by YouTube, a subsidiary of Google. The app was developed in response to parental and government scrutiny on the content available to children. The app provides a version of the service-oriented towards children, with curated selections of content, parental control features, and filtering of videos deemed inappropriate viewing for children aged under 13, 8 or 5 depending on the age grouping chosen. First released on February 15, 2015, as an Android and iOS mobile app, the app has since been released for LG, Samsung, and Sony smart TVs, as well as for Android TV. On May 27, 2020, it became available on Apple TV. As of September 2019, the app is available in 69 countries, including Hong Kong and Macau, and one province. YouTube launched a web-based version of YouTube Kids on August 30, 2019.
=== YouTube Music ===
On September 28, 2016, YouTube named Lyor Cohen, the co-founder of 300 Entertainment and former Warner Music Group executive, the Global Head of Music.In early 2018, Cohen began hinting at the possible launch of YouTube's new subscription music streaming service, a platform that would compete with other services such as Spotify and Apple Music. On May 22, 2018, the music streaming platform named "YouTube Music" was launched.
=== YouTube Movies ===
YouTube Movies is a service by YouTube that shows movies via its website. Around 100–500 movies are free to view, with ads. Some new movies get added and some get removed, unannounced at a new month.
=== YouTube TV ===
On February 28, 2017, in a press announcement held at YouTube Space Los Angeles, YouTube announced YouTube TV, an over-the-top MVPD-style subscription service that would be available for United States customers at a price of US$65 per month. Initially launching in five major markets (New York City, Los Angeles, Chicago, Philadelphia and San Francisco) on April 5, 2017, the service offers live streams of programming from the five major broadcast networks (ABC, CBS, The CW, Fox and NBC), as well as approximately 40 cable channels owned by the corporate parents of those networks, The Walt Disney Company, CBS Corporation, 21st Century Fox, NBCUniversal and Turner Broadcasting System (including among others Bravo, USA Network, Syfy, Disney Channel, CNN, Cartoon Network, E!, Fox Sports 1, Freeform, FX and ESPN). Subscribers can also receive Showtime and Fox Soccer Plus as optional add-ons for an extra fee, and can access YouTube Premium original content.
=== YouTube Go ===
In September 2016, YouTube Go was announced, as an Android app created for making YouTube easier to access on mobile devices in emerging markets. It was distinct from the company's main Android app and allowed videos to be downloaded and shared with other users. It also allowed users to preview videos, share downloaded videos through Bluetooth, and offered more options for mobile data control and video resolution.In February 2017, YouTube Go was launched in India, and expanded in November 2017 to 14 other countries, including Nigeria, Indonesia, Thailand, Malaysia, Vietnam, the Philippines, Kenya, and South Africa. On February 1, 2018, it was rolled out in 130 countries worldwide, including Brazil, Mexico, Turkey, and Iraq. Before it shut down, the app was available to around 60% of the world's population. In May 2022, Google announced that they would be shutting down YouTube Go in August 2022.
=== YouTube Shorts ===
In September 2020, YouTube announced that it would be launching a beta version of a new platform of 15-second videos, similar to TikTok, called YouTube Shorts. The platform was first tested in India but as of March 2021 has expanded to other countries including the United States with videos now able to be up to 1 minute long. The platform is not a standalone app, but is integrated into the main YouTube app. Like TikTok, it gives users access to built-in creative tools, including the possibility of adding licensed music to their videos. The platform had its global beta launch in July 2021.
=== YouTube Stories ===
In 2018, YouTube started testing a new feature initially called "YouTube Reels". The feature is nearly identical to Instagram Stories and Snapchat Stories. YouTube later renamed the feature "YouTube Stories". It is only available to creators who have more than 10,000 subscribers and can only be posted/seen in the YouTube mobile app. On May 25, 2023, YouTube announced that it would be shutting down this feature on June 26, 2023.
== Social impact ==
Private individuals and large production corporations have used YouTube to grow their audiences. Indie creators have built grassroots followings numbering in the thousands at very little cost or effort, while mass retail and radio promotion proved problematic. Concurrently, old media celebrities moved into the website at the invitation of a YouTube management that witnessed early content creators accruing substantial followings and perceived audience sizes potentially larger than that attainable by television. While YouTube's revenue-sharing "Partner Program" made it possible to earn a substantial living as a video producer—its top five hundred partners each earning more than $100,000 annually and its ten highest-earning channels grossing from $2.5 million to $12 million—in 2012 CMU business editor characterized YouTube as "a free-to-use ... promotional platform for the music labels." In 2013 Forbes' Katheryn Thayer asserted that digital-era artists' work must not only be of high quality, but must elicit reactions on the YouTube platform and social media. Videos of the 2.5% of artists categorized as "mega", "mainstream" and "mid-sized" received 90.3% of the relevant views on YouTube and Vevo in that year. By early 2013, Billboard had announced that it was factoring YouTube streaming data into calculation of the Billboard Hot 100 and related genre charts.
Observing that face-to-face communication of the type that online videos convey has been "fine-tuned by millions of years of evolution", TED curator Chris Anderson referred to several YouTube contributors and asserted that "what Gutenberg did for writing, online video can now do for face-to-face communication." Anderson asserted that it is not far-fetched to say that online video will dramatically accelerate scientific advance, and that video contributors may be about to launch "the biggest learning cycle in human history." In education, for example, the Khan Academy grew from YouTube video tutoring sessions for founder Salman Khan's cousin into what Forbes' Michael Noer called "the largest school in the world," with technology poised to disrupt how people learn. YouTube was awarded a 2008 George Foster Peabody Award, the website being described as a Speakers' Corner that "both embodies and promotes democracy." The Washington Post reported that a disproportionate share of YouTube's most subscribed channels feature minorities, contrasting with mainstream television in which the stars are largely white. A Pew Research Center study reported the development of "visual journalism", in which citizen eyewitnesses and established news organizations share in content creation. The study also concluded that YouTube was becoming an important platform by which people acquire news.YouTube has enabled people to more directly engage with government, such as in the CNN/YouTube presidential debates (2007) in which ordinary people submitted questions to U.S. presidential candidates via YouTube video, with a techPresident co-founder saying that Internet video was changing the political landscape. Describing the Arab Spring (2010–2012), sociologist Philip N. Howard quoted an activist's succinct description that organizing the political unrest involved using "Facebook to schedule the protests, Twitter to coordinate, and YouTube to tell the world." In 2012, more than a third of the U.S. Senate introduced a resolution condemning Joseph Kony 16 days after the "Kony 2012" video was posted to YouTube, with resolution co-sponsor Senator Lindsey Graham remarking that the video "will do more to lead to (Kony's) demise than all other action combined."
Conversely, YouTube has also allowed government to more easily engage with citizens, the White House's official YouTube channel being the seventh top news organization producer on YouTube in 2012 and in 2013 a healthcare exchange commissioned Obama impersonator Iman Crosson's YouTube music video spoof to encourage young Americans to enroll in the Affordable Care Act (Obamacare)-compliant health insurance. In February 2014, U.S. President Obama held a meeting at the White House with leading YouTube content creators to not only promote awareness of Obamacare but more generally to develop ways for government to better connect with the "YouTube Generation." Whereas YouTube's inherent ability to allow presidents to directly connect with average citizens was noted, the YouTube content creators' new media savvy was perceived necessary to better cope with the website's distracting content and fickle audience.Some YouTube videos have themselves had a direct effect on world events, such as Innocence of Muslims (2012) which spurred protests and related anti-American violence internationally. TED curator Chris Anderson described a phenomenon by which geographically distributed individuals in a certain field share their independently developed skills in YouTube videos, thus challenging others to improve their own skills, and spurring invention and evolution in that field. Journalist Virginia Heffernan stated in The New York Times that such videos have "surprising implications" for the dissemination of culture and even the future of classical music.A 2017 article in The New York Times Magazine posited that YouTube had become "the new talk radio" for the far right. Almost a year before YouTube's January 2019 announcement that it would begin a "gradual change" of "reducing recommendations of borderline content and content that could misinform users in harmful ways", Zeynep Tufekci had written in The New York Times that, "(g)iven its billion or so users, YouTube may be one of the most powerful radicalizing instruments of the 21st century". Under YouTube's changes to its recommendation engine, the most recommended channel evolved from conspiracy theorist Alex Jones (2016) to Fox News (2019). According to a 2020 study, "An emerging journalistic consensus theorizes the central role played by the video 'recommendation engine,' but we believe that this is premature. Instead, we propose the 'Supply and Demand' framework for analyzing politics on YouTube." A 2022 study found that "despite widespread concerns that YouTube's algorithms send people down 'rabbit holes' with recommendations to extremist videos, little systematic evidence exists to support this conjecture", "exposure to alternative and extremist channel videos on YouTube is heavily concentrated among a small group of people with high prior levels of gender and racial resentment.", and "contrary to the 'rabbit holes' narrative, non-subscribers are rarely recommended videos from alternative and extremist channels and seldom follow such recommendations when offered."The Legion of Extraordinary Dancers and the YouTube Symphony Orchestra selected their membership based on individual video performances. Further, the cybercollaboration charity video "We Are the World 25 for Haiti (YouTube edition)" was formed by mixing performances of 57 globally distributed singers into a single musical work, with The Tokyo Times noting the "We Pray for You" YouTube cyber-collaboration video as an example of a trend to use crowdsourcing for charitable purposes.
The anti-bullying It Gets Better Project expanded from a single YouTube video directed to discouraged or suicidal LGBT teens, that within two months drew video responses from hundreds including U.S. President Barack Obama, Vice President Biden, White House staff, and several cabinet secretaries. Similarly, in response to fifteen-year-old Amanda Todd's video "My story: Struggling, bullying, suicide, self-harm," legislative action was undertaken almost immediately after her suicide to study the prevalence of bullying and form a national anti-bullying strategy. In May 2018, after London Metropolitan Police claimed that drill music videos glamorizing violence gave rise to gang violence, YouTube deleted 30 videos.
== Finances ==
Prior to 2020, Google did not provide detailed figures for YouTube's running costs, and YouTube's revenues in 2007 were noted as "not material" in a regulatory filing. In June 2008, a Forbes magazine article projected the 2008 revenue at $200 million, noting progress in advertising sales. In 2012, YouTube's revenue from its ads program was estimated at $3.7 billion. In 2013 it nearly doubled and estimated to hit $5.6 billion according to eMarketer, while others estimated $4.7 billion. The vast majority of videos on YouTube are free to view and supported by advertising. In May 2013, YouTube introduced a trial scheme of 53 subscription channels with prices ranging from $0.99 to $6.99 a month. The move was seen as an attempt to compete with other providers of online subscription services such as Netflix, Amazon Prime, and Hulu.Google first published exact revenue numbers for YouTube in February 2020 as part of Alphabet's 2019 financial report. According to Google, YouTube had made US$15.1 billion in ad revenue in 2019, in contrast to US$8.1 billion in 2017 and US$11.1 billion in 2018. YouTube's revenues made up nearly 10% of the total Alphabet revenue in 2019. These revenues accounted for approximately 20 million subscribers combined between YouTube Premium and YouTube Music subscriptions, and 2 million subscribers to YouTube TV.YouTube had $19.8 billion in revenue in 2020.
=== Partnership with corporations ===
YouTube entered into a marketing and advertising partnership with NBC in June 2006. In March 2007, it struck a deal with BBC for three channels with BBC content, one for news and two for entertainment. In November 2008, YouTube reached an agreement with MGM, Lions Gate Entertainment, and CBS, allowing the companies to post full-length films and television episodes on the site, accompanied by advertisements in a section for U.S. viewers called "Shows". The move was intended to create competition with websites such as Hulu, which features material from NBC, Fox, and Disney. In November 2009, YouTube launched a version of "Shows" available to UK viewers, offering around 4,000 full-length shows from more than 60 partners. In January 2010, YouTube introduced an online film rentals service, which is only available to users in the United States, Canada, and the UK as of 2010. The service offers over 6,000 films.
==== 2017 advertiser boycott ====
In March 2017, the government of the United Kingdom pulled its advertising campaigns from YouTube, after reports that its ads had appeared on videos containing extremist content. The government demanded assurances that its advertising would "be delivered safely and appropriately". The Guardian newspaper, as well as other major British and U.S. brands, similarly suspended their advertising on YouTube in response to their advertising appearing near offensive content. Google stated that it had "begun an extensive review of our advertising policies and have made a public commitment to put in place changes that give brands more control over where their ads appear". In early April 2017, the YouTube channel h3h3Productions presented evidence claiming that a Wall Street Journal article had fabricated screenshots showing major brand advertising on an offensive video containing Johnny Rebel music overlaid on a Chief Keef music video, citing that the video itself had not earned any ad revenue for the uploader. The video was retracted after it was found that the ads had been triggered by the use of copyrighted content in the video.On April 6, 2017, YouTube announced that to "ensure revenue only flows to creators who are playing by the rules", it would change its practices to require that a channel undergo a policy compliance review, and have at least 10,000-lifetime views, before they may join the Partner Program.
=== YouTuber earnings ===
In May 2007, YouTube launched its Partner Program (YPP), a system based on AdSense which allows the uploader of the video to share the revenue produced by advertising on the site. YouTube typically takes 45 percent of the advertising revenue from videos in the Partner Program, with 55 percent going to the uploader.There are over a million members of the YouTube Partner Program. According to TubeMogul, in 2013 a pre-roll advertisement on YouTube (one that is shown before the video starts) cost advertisers on average $7.60 per 1000 views. Usually, no more than half of the eligible videos have a pre-roll advertisement, due to a lack of interested advertisers.YouTube's policies restrict certain forms of content from being included in videos being monetized with advertising, including videos containing violence, strong language, sexual content, "controversial or sensitive subjects and events, including subjects related to war, political conflicts, natural disasters and tragedies, even if graphic imagery is not shown" (unless the content is "usually newsworthy or comedic and the creator's intent is to inform or entertain"), and videos whose user comments contain "inappropriate" content.In 2013, YouTube introduced an option for channels with at least a thousand subscribers to require a paid subscription in order for viewers to watch videos. In April 2017, YouTube set an eligibility requirement of 10,000 lifetime views for a paid subscription. On January 16, 2018, the eligibility requirement for monetization was changed to 4,000 hours of watch-time within the past 12 months and 1,000 subscribers. The move was seen as an attempt to ensure that videos being monetized did not lead to controversy, but was criticized for penalizing smaller YouTube channels.YouTube Play Buttons, a part of the YouTube Creator Rewards, are a recognition by YouTube of its most popular channels. The trophies made of nickel plated copper-nickel alloy, golden plated brass, silver plated metal, ruby, and red tinted crystal glass are given to channels with at least one hundred thousand, a million, ten million, fifty million subscribers, and one hundred million subscribers, respectively.YouTube's policies on "advertiser-friendly content" restrict what may be incorporated into videos being monetized; this includes strong violence, language, sexual content, and "controversial or sensitive subjects and events, including subjects related to war, political conflicts, natural disasters and tragedies, even if graphic imagery is not shown", unless the content is "usually newsworthy or comedic and the creator's intent is to inform or entertain". In September 2016, after introducing an enhanced notification system to inform users of these violations, YouTube's policies were criticized by prominent users, including Phillip DeFranco and Vlogbrothers. DeFranco argued that not being able to earn advertising revenue on such videos was "censorship by a different name". A YouTube spokesperson stated that while the policy itself was not new, the service had "improved the notification and appeal process to ensure better communication to our creators". Boing Boing reported in 2019 that LGBT keywords resulted in demonetization.As of November 2020 in the United States and June 2021 worldwide, YouTube reserves the right to monetize any video on the platform, even if their uploader is not a member of the YouTube Partner Program. This will occur on channels whose content is deemed "advertiser-friendly", and all revenue will go directly to Google without any share given to the uploader.
=== Revenue to copyright holders ===
The majority of YouTube's advertising revenue goes to the publishers and video producers who hold the rights to their videos; the company retains 45% of the ad revenue. In 2010, it was reported that nearly a third of the videos with advertisements were uploaded without permission of the copyright holders. YouTube gives an option for copyright holders to locate and remove their videos or to have them continue running for revenue. In May 2013, Nintendo began enforcing its copyright ownership and claiming the advertising revenue from video creators who posted screenshots of its games. In February 2015, Nintendo agreed to share the revenue with the video creators through the Nintendo Creators Program. On March 20, 2019, Nintendo announced on Twitter that the company will end the Creators program. Operations for the program ceased on March 20, 2019.
== Censorship and bans ==
YouTube has been censored, filtered, or banned for a variety of reasons, including:
Limiting public access and exposure to content that may ignite social or political unrest.
Preventing criticism of a ruler (e.g. in North Korea), government (e.g. in China) or its actions (e.g. in Morocco), government officials (e.g. in Turkey and Libya), or religion (e.g. in Pakistan).
Morality-based laws, e.g. in Iran.Access to specific videos is sometimes prevented due to copyright and intellectual property protection laws (e.g. in Germany), violations of hate speech, and preventing access to videos judged inappropriate for youth, which is also done by YouTube with the YouTube Kids app and with "restricted mode". Businesses, schools, government agencies, and other private institutions often block social media sites, including YouTube, due to its bandwidth limitations and the site's potential for distraction.As of 2018, public access to YouTube is blocked in many countries, including China, North Korea, Iran, Turkmenistan, Uzbekistan, Tajikistan, Eritrea, Sudan and South Sudan. In some countries, YouTube is blocked for more limited periods of time such as during periods of unrest, the run-up to an election, or in response to upcoming political anniversaries. In cases where the entire site is banned due to one particular video, YouTube will often agree to remove or limit access to that video in order to restore service.Reports emerged that since October 2019, comments posted with Chinese characters insulting the Chinese Communist Party (共匪 or "communist bandit") or (五毛 or "50 Cent Party", referring to state-sponsored commentators) were being automatically deleted within 15 seconds.Specific incidents where YouTube has been blocked include:
Thailand blocked access in April 2007 over a video said to be insulting the Thai king.
Morocco blocked access in May 2007, possibly as a result of videos critical of Morocco's occupation of Western Sahara. YouTube became accessible again on May 30, 2007, after Maroc Telecom unofficially announced that the denied access to the website was a mere "technical glitch".
Turkey blocked access between 2008 and 2010 after controversy over videos deemed insulting to Mustafa Kemal Atatürk. In November 2010, a video of the Turkish politician Deniz Baykal caused the site to be blocked again briefly, and the site was threatened with a new shutdown if it did not remove the video. During the two and a half-year block of YouTube, the video-sharing website remained the eighth-most-accessed site in Turkey. In 2014, Turkey blocked the access for the second time, after "a high-level intelligence leak."
Pakistan blocked access on February 23, 2008, because of "offensive material" towards the Islamic faith, including display of the Danish cartoons of Muhammad. This led to a near global blackout of the YouTube site for around two hours, as the Pakistani block was inadvertently transferred to other countries. On February 26, 2008, the ban was lifted after the website had removed the objectionable content from its servers at the request of the government. Many Pakistanis circumvented the three-day block by using virtual private network software. In May 2010, following the Everybody Draw Mohammed Day, Pakistan again blocked access to YouTube, citing "growing sacrilegious content". The ban was lifted on May 27, 2010, after the website removed the objectionable content from its servers at the request of the government. However, individual videos deemed offensive to Muslims posted on YouTube will continue to be blocked. Pakistan again placed a ban on YouTube in September 2012, after the site refused to remove the film Innocence of Muslims. The ban was lifted in January 2016 after YouTube launched a Pakistan-specific version.
Libya blocked access on January 24, 2010, because of videos that featured demonstrations in the city of Benghazi by families of detainees who were killed in Abu Salim prison in 1996, and videos of family members of Libyan leader Muammar Gaddafi at parties. The blocking was criticized by Human Rights Watch. In November 2011, after the Libyan Civil War, YouTube was once again allowed in Libya.
Afghanistan, Bangladesh, Pakistan, and Sudan blocked access in September 2012 following controversy over a 14-minute trailer for the film Innocence of Muslims which had been posted on the site. A court in the southern Russian Republic of Chechnya ruled that Innocence of Muslims should be banned. In Libya and Egypt, it was blamed for violent protests. YouTube stated: "This video—which is widely available on the Web—is clearly within our guidelines and so will stay on YouTube. However, given the very difficult situation in Libya and Egypt we have temporarily restricted access in both countries."
Russia threatened to ban YouTube after the platform deleted two German RT channels in September 2021. Following the Russian invasion of Ukraine in February 2022, YouTube announced on March 1 the immediate removal of RT (and other Russian-government funded outlets) from its platform in Europe.
== See also ==
== References ==
== Further reading ==
== External links ==
Official website
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Pop music
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Pop music is a genre of popular music that originated in its modern form during the mid-1950s in the United States and the United Kingdom. During the 1950s and 1960s, pop music encompassed rock and roll and the youth-oriented styles it influenced. Rock and pop music remained roughly synonymous until the late 1960s, after which pop became associated with music that was more commercial, ephemeral, and accessible.
Identifying factors of pop music usually include repeated choruses and hooks, short to medium-length songs written in a basic format (often the verse–chorus structure), and rhythms or tempos that can be easily danced to. Much pop music also borrows elements from other styles such as rock, urban, dance, Latin, and country.
The terms popular music and pop music are often used interchangeably, although the former more accurately describes all music that is popular and includes many disparate styles. Although much of the music that appears on record charts is considered to be pop music, the genre is distinguished from chart music.
== Definitions and etymology ==
David Hatch and Stephen Millward describe pop music as "a body of music which is distinguishable from popular, jazz, and folk music".
According to Pete Seeger, pop music is "professional music which draws upon both folk music and fine arts music".
David Boyle, a music researcher, states pop music as any type of music that a person has been exposed to by the mass media. Most individuals think that pop music is just the singles charts and not the sum of all chart music. The music charts contain songs from a variety of sources, including classical, jazz, rock, and novelty songs. As a genre, pop music is seen to exist and develop separately. Therefore, the term "pop music" may be used to describe a distinct genre, designed to appeal to all, often characterized as "instant singles-based music aimed at teenagers" in contrast to rock music as "album-based music for adults".Pop music continuously evolves along with the term's definition. According to music writer Bill Lamb, popular music is defined as "the music since industrialization in the 1800s that is most in line with the tastes and interests of the urban middle class." The term "pop song" was first used in 1926, in the sense of a piece of music "having popular appeal". Hatch and Millward indicate that many events in the history of recording in the 1920s can be seen as the birth of the modern pop music industry, including in country, blues, and hillbilly music.
According to the website of The New Grove Dictionary of Music and Musicians, the term "pop music" "originated in Britain in the mid-1950s as a description for rock and roll and the new youth music styles that it influenced", this is however unsubstantiated. The Oxford Dictionary of Music states that while pop's "earlier meaning meant concerts appealing to a wide audience [...] since the late 1950s, however, pop has had the special meaning of non-classical mus[ic], usually in the form of songs, performed by such artists as The Beatles, The Rolling Stones, ABBA, etc." Grove Music Online also states that "[...] in the early 1960s, [the term] 'pop music' competed terminologically with beat music [in England], while in the US its coverage overlapped (as it still does) with that of 'rock and roll'".
From about 1967, the term "pop music" was increasingly used in opposition to the term rock music, a division that gave generic significance to both terms. While rock aspired to authenticity and an expansion of the possibilities of popular music, pop was more commercial, ephemeral, and accessible. According to British musicologist Simon Frith, pop music is produced "as a matter of enterprise not art", and is "designed to appeal to everyone" but "doesn't come from any particular place or mark off any particular taste". Frith adds that it is "not driven by any significant ambition except profit and commercial reward [...] and, in musical terms, it is essentially conservative". It is, "provided from on high (by record companies, radio programmers, and concert promoters) rather than being made from below ... Pop is not a do-it-yourself music but is professionally produced and packaged".
== Characteristics ==
According to Frith, characteristics of pop music include an aim of appealing to a general audience, rather than to a particular sub-culture or ideology, and an emphasis on craftsmanship rather than formal "artistic" qualities. Besides, Frith also offers three identifying characteristics of pop music: light entertainment, commercial imperatives, and personal identification. Pop music grew out of a light entertainment and easy listening tradition. Pop music is more conservative than other music genres such as folk, blues, country, and tradition. Many pop songs do not contain themes of resistance, opposition, or political themes, rather focusing more on love and relationships. Therefore, pop music does not challenge its audiences socially, and does not cause political activism. Frith also said the main purpose of pop music is to create revenue. It is not a medium of free articulation of the people. Instead, pop music seeks to supply the nature of personal desire and achieve the instant empathy with cliche personalities, stereotypes, and melodrama that appeals to listeners. It is mostly about how much revenue pop music makes for record companies. Music scholar Timothy Warner said pop music typically has an emphasis on recording, production, and technology, rather than live performance; a tendency to reflect existing trends rather than progressive developments; and seeks to encourage dancing or uses dance-oriented rhythms.The main medium of pop music is the song, often between two and a half and three and a half minutes in length, generally marked by a consistent and noticeable rhythmic element, a mainstream style and a simple traditional structure. The structure of many popular songs is that of a verse and a chorus, the chorus serving as the portion of the track that is designed to stick in the ear through simple repetition both musically and lyrically. The chorus is often where the music builds towards and is often preceded by "the drop" where the bass and drum parts "drop out". Common variants include the verse-chorus form and the thirty-two-bar form, with a focus on melodies and catchy hooks, and a chorus that contrasts melodically, rhythmically and harmonically with the verse. The beat and the melodies tend to be simple, with limited harmonic accompaniment. The lyrics of modern pop songs typically focus on simple themes – often love and romantic relationships – although there are notable exceptions.Harmony and chord progressions in pop music are often "that of classical European tonality, only more simple-minded." Clichés include the barbershop quartet-style harmony (i.e. ii – V – I) and blues scale-influenced harmony. There was a lessening of the influence of traditional views of the circle of fifths between the mid-1950s and the late 1970s, including less predominance for the dominant function.
== Development and influence ==
=== Technology and media ===
In the 1940s, improved microphone design allowed a more intimate singing style and, ten or twenty years later, inexpensive and more durable 45 rpm records for singles "revolutionized the manner in which pop has been disseminated", which helped to move pop music to "a record/radio/film star system". Another technological change was the widespread availability of television in the 1950s with televised performances, forcing "pop stars had to have a visual presence". In the 1960s, the introduction of inexpensive, portable transistor radios meant that teenagers in the developed world could listen to music outside of the home. By the early 1980s, the promotion of pop music had been greatly affected by the rise of music television channels like MTV, which "favoured those artists such as Michael Jackson and Madonna who had a strong visual appeal".Multi-track recording (from the 1960s) and digital sampling (from the 1980s) have also been used as methods for the creation and elaboration of pop music. During the mid-1960s, pop music made repeated forays into new sounds, styles, and techniques that inspired public discourse among its listeners. The word "progressive" was frequently used, and it was thought that every song and single was to be a "progression" from the last. Music critic Simon Reynolds writes that beginning with 1967, a divide would exist between "progressive" pop and "mass/chart" pop, a separation which was "also, broadly, one between boys and girls, middle-class and working-class."The latter half of the 20th century included a large-scale trend in American culture in which the boundaries between art and pop music were increasingly blurred. Between 1950 and 1970, there was a debate of pop versus art. Since then, certain music publications have embraced the music's legitimacy, a trend referred to as "poptimism".
=== Stylistic evolution ===
Throughout its development, pop music has absorbed influences from other genres of popular music. Early pop music drew on traditional pop, an American counterpart to German Schlager and French Chanson, however compared to the pop of European countries, traditional pop originally emphasized influences ranging from Tin Pan Alley songwriting, Broadway theatre, and show tunes. As the genre evolved more influences ranging from classical, folk, rock, country, electronic music, and other popular genres became more prominent. In 2016, a Scientific Reports study that examined over 464,000 recordings of popular music recorded between 1955 and 2010 found that, compared to 1960s pop music, contemporary pop music uses a smaller variety of pitch progressions, greater average volume, less diverse instrumentation and recording techniques, and less timbral variety. Scientific American's John Matson reported that this "seems to support the popular anecdotal observation that pop music of yore was "better", or at least more varied, than today's top-40 stuff". However, he also noted that the study may not have been entirely representative of pop in each generation.In the 1960s, the majority of mainstream pop music fell in two categories: guitar, drum and bass groups or singers backed by a traditional orchestra. Since early in the decade, it was common for pop producers, songwriters, and engineers to freely experiment with musical form, orchestration, unnatural reverb, and other sound effects. Some of the best known examples are Phil Spector's Wall of Sound and Joe Meek's use of homemade electronic sound effects for acts like the Tornados. At the same time, pop music on radio and in both American and British film moved away from refined Tin Pan Alley to more eccentric songwriting and incorporated reverb-drenched electric guitar, symphonic strings, and horns played by groups of properly arranged and rehearsed studio musicians. A 2019 study held by New York University in which 643 participants had to rank how familiar a pop song is to them, songs from the 1960s turned out to be the most memorable, significantly more than songs from recent years 2000 to 2015.Before the progressive pop of the late 1960s, performers were typically unable to decide on the artistic content of their music. Assisted by the mid-1960s economic boom, record labels began investing in artists, giving them the freedom to experiment, and offering them limited control over their content and marketing. This situation declined after the late 1970s and would not reemerge until the rise of Internet stars. Indie pop, which developed in the late 1970s, marked another departure from the glamour of contemporary pop music, with guitar bands formed on the then-novel premise that one could record and release their own music without having to procure a record contract from a major label.The 1980s are commonly remembered for an increase in the use of digital recording, associated with the usage of synthesizers, with synth-pop music and other electronic genres featuring non-traditional instruments increasing in popularity. By 2014, pop music worldwide had been permeated by electronic dance music. In 2018, researchers at the University of California, Irvine, concluded that pop music has become 'sadder' since the 1980s. The elements of happiness and brightness have eventually been replaced with electronic beats making pop music more 'sad yet danceable'.
=== International spread and crosspollination ===
Pop music has been dominated by the American and (from the mid-1960s) British music industries, whose influence has made pop music something of an international monoculture, but most regions and countries have their own form of pop music, sometimes producing local versions of wider trends, and lending them local characteristics. Some of these trends (for example Europop) have had a significant impact on the development of the genre.
According to Grove Music Online, "Western-derived pop styles, whether coexisting with or marginalizing distinctively local genres, have spread throughout the world and have come to constitute stylistic common denominators in global commercial music cultures". Some non-Western countries, such as Japan, have developed a thriving pop music industry, most of which is devoted to Western-style pop. Japan has for several years produced a greater quantity of music than everywhere except the US. The spread of Western-style pop music has been interpreted variously as representing processes of Americanization, homogenization, modernization, creative appropriation, cultural imperialism, or a more general process of globalization.One of the pop music styles that developed alongside other music styles is Latin pop, which rose in popularity in the US during the 1950s with early rock and roll success Ritchie Valens. Later, Los Lobos and Chicano rock gained in popularity during the 1970s and 1980s, and musician Selena saw large-scale popularity in the 1980s and 1990s, along with crossover appeal with fans of Tejano musicians Lydia Mendoza and Little Joe. With later Hispanic and Latino Americans seeing success within pop music charts, 1990s pop successes stayed popular in both their original genres and in broader pop music. Latin pop hit singles, such as "Macarena" by Los del Río and "Despacito" by Luis Fonsi, have seen record-breaking success on worldwide pop music charts.
=== 21st century ===
At the beginning of the 2000s, the trends that dominated during the late 1990s still continued, but the music industry started to change as people began to download music from the internet. People were able to discover genres and artists that were outside of the mainstream and propel them to fame, but at the same time smaller artists had a harder time making a living because their music was being pirated. Popular artists were Avril Lavigne, NSYNC, Christina Aguilera, Destiny's Child, and Britney Spears. Pop music often came from many different genres, with each genre in turn influencing the next one, blurring the lines between them and making them less distinct. This change was epitomized in Spears' highly influential 2007 album Blackout, which under the influence of producer Danja, mixed the sounds of EDM, avant-funk, R&B, dance music, and hip hop.By the year 2010, pop music impacted by dance music came to be dominant on the charts. Instead of the radio setting the trends, it was now the club. "The new bubble is all the collective clubs around the world. Radio is just doing its best to keep up", said Will.i.am. at the beginning of the decade. Songs that talked of escapism through partying became the most popular, influenced by the impulse to forget the economic troubles that had taken over the world after the 2008 crash. The most popular artists of this era were Justin Bieber, Rihanna, Taylor Swift, Lady Gaga, the Black Eyed Peas, Katy Perry and One Direction.
== See also ==
Honorific nicknames in popular music
Origins of rock and roll
Popular music pedagogy
List of music genres and styles
History of music
Public domain music
List of largest recorded music markets
Music genre
== References ==
== Further reading ==
== External links ==
Pop music at Curlie
The Consumption of Music and the Expression of Values: A Social Economic Explanation for the Advent of Pop Music, Wilfred Dolfsma, American Journal of Economics and Sociology, October 1999.
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Bakhsh
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A bakhsh (Persian: بخش, also romanized as baxš) is a third-level administrative division of Iran. While sometimes translated as "county", it is more accurately translated as "district", similar to a township in the United States or a district of England.
In Iran, the provinces (first-level divisions) (استان, ostān) consist of several counties (second-level divisions) (شهرستان, shahrestān), and the counties consist of one or more districts (third-level divisions) (بخش, bakhsh). A district consists of a combination of cities (شهر shahr) and rural districts (دهستان, dehestān) (fourth-level divisions). The official governor of a district is called a bakhshdar, the head of the bakhshdari office. Rural districts are a collection of villages and their surrounding lands. One of the cities of the county is named its capital.To better understand such subdivisions, the following table may be helpful. Below is the 2006 structure of Khash County, one of the 26 counties that constitute Sistan and Baluchestan province.
The Central District contained five rural districts and one city, the capital
Irandegan District contained two rural districts and no cities
Nukabad District contained four rural districts and one cityIt can also be seen that districts may occasionally be separated from the county to become counties of their own. In this particular case, Nukabad District separated on 14 December 2018 to become Taftan County, after which the city of Nukabad was elevated to capital status within the newly created Central District of Taftan.
== References ==
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Library catalog
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A library catalog (or library catalogue in British English) is a register of all bibliographic items found in a library or group of libraries, such as a network of libraries at several locations. A catalog for a group of libraries is also called a union catalog. A bibliographic item can be any information entity (e.g., books, computer files, graphics, realia, cartographic materials, etc.) that is considered library material (e.g., a single novel in an anthology), or a group of library materials (e.g., a trilogy), or linked from the catalog (e.g., a webpage) as far as it is relevant to the catalog and to the users (patrons) of the library.
The card catalog was a familiar sight to library users for generations, but it has been effectively replaced by the online public access catalog (OPAC). Some still refer to the online catalog as a "card catalog". Some libraries with OPAC access still have card catalogs on site, but these are now strictly a secondary resource and are seldom updated. Many libraries that retain their physical card catalog will post a sign advising the last year that the card catalog was updated. Some libraries have eliminated their card catalog in favor of the OPAC for the purpose of saving space for other use, such as additional shelving.
The largest international library catalog in the world is the WorldCat union catalog managed by the non-profit library cooperative OCLC. In January 2021, WorldCat had over half a billion catalog records and three billion library holdings.
== Goal ==
Antonio Genesio Maria Panizzi in 1841 and Charles Ammi Cutter in 1876 undertook pioneering work in the definition of early cataloging rule sets formulated according to theoretical models. Cutter made an explicit statement regarding the objectives of a bibliographic system in his Rules for a Printed Dictionary Catalog. According to Cutter, those objectives were
1. to enable a person to find a book of which any of the following is known (Identifying objective):
the author
the title
the subject
the date of publication2. to show what the library has (Collocating objective)
by a given author
on a given subject
in a given kind of literature3. to assist in the choice of a book (Evaluating objective)
as to its edition (bibliographically)
as to its character (literary or topical)These objectives can still be recognized in more modern definitions formulated throughout the 20th century.
Other influential pioneers in this area were Shiyali Ramamrita Ranganathan and Seymour Lubetzky.Cutter's objectives were revised by Lubetzky and the Conference on Cataloging Principles (CCP) in Paris in 1960/1961, resulting in the Paris Principles (PP).
A more recent attempt to describe a library catalog's functions was made in 1998 with Functional Requirements for Bibliographic Records (FRBR), which defines four user tasks: find, identify, select, and obtain.A catalog helps to serve as an inventory or bookkeeping of the library's contents. If an item is not found in the catalog, the user may continue their search at another library.
== Card ==
A catalog card is an individual entry in a library catalog containing bibliographic information, including the author's name, title, and location. Eventually the mechanization of the modern era brought the efficiencies of card catalogs. It was around 1780 that the first card catalog appeared in Vienna. It solved the problems of the structural catalogs in marble and clay from ancient times and the later codex—handwritten and bound—catalogs that were manifestly inflexible and presented high costs in editing to reflect a changing collection. The first cards may have been French playing cards, which in the 1700s were blank on one side.In November 1789, during the dechristianization of France during the French Revolution, the process of collecting all books from religious houses was initiated. Using these books in a new system of public libraries included an inventory of all books. The backs of the playing cards contained the bibliographic information for each book and this inventory became known as the "French Cataloging Code of 1791".English inventor Francis Ronalds began using a catalog of cards to manage his growing book collection around 1815, which has been denoted as the first practical use of the system. In the mid-1800s, Natale Battezzati, an Italian publisher, developed a card system for booksellers in which cards represented authors, titles and subjects. Very shortly afterward, Melvil Dewey and other American librarians began to champion the card catalog because of its great expandability. In some libraries books were cataloged based on the size of the book while other libraries organized based only on the author's name. This made finding a book difficult.
The first issue of Library Journal, the official publication of the American Library Association (ALA), made clear that the most pressing issues facing libraries were the lack of a standardized catalog and an agency to administer a centralized catalog. Responding to the standardization matter, the ALA formed a committee that quickly recommended the 2-by-5-inch (5 cm × 13 cm) "Harvard College-size" cards as used at Harvard and the Boston Athenaeum. It also suggested that a larger card, approximately 3 by 5 inches (8 cm × 13 cm), would be preferable. By the end of the nineteenth century, the bigger card won out, mainly to the fact that the 3-by-5-inch (8 cm × 13 cm) card was already the "postal size" used for postcards.
Melvil Dewey saw well beyond the importance of standardized cards and sought to outfit virtually all facets of library operations. To the end he established a Supplies Department as part of the ALA, later to become a stand-alone company renamed the Library Bureau. In one of its early distribution catalogs, the bureau pointed out that "no other business had been organized with the definite purpose of supplying libraries". With a focus on machine-cut index cards and the trays and cabinets to contain them, the Library Bureau became a veritable furniture store, selling tables, chairs, shelves and display cases, as well as date stamps, newspaper holders, hole punchers, paper weights, and virtually anything else a library could possibly need. With this one-stop shopping service, Dewey left an enduring mark on libraries across the country. Uniformity spread from library to library.Dewey and others devised a system where books were organized by subject, then alphabetized based on the author's name. Each book was assigned a call number which identified the subject and location, with a decimal point dividing different sections of the call number. The call number on the card matched a number written on the spine of each book. In 1860, Ezra Abbot began designing a card catalog that was easily accessible and secure for keeping the cards in order; he managed this by placing the cards on edge between two wooden blocks. He published his findings in the annual report of the library for 1863 and they were adopted by many American libraries.Work on the catalog began in 1862 and within the first year, 35,762 catalog cards had been created. Catalog cards were 2 by 5 inches (5 cm × 13 cm); the Harvard College size. One of the first acts of the newly formed American Library Association in 1908 was to set standards for the size of the cards used in American libraries, thus making their manufacture and the manufacture of cabinets, uniform. OCLC, major supplier of catalog cards, printed the last one in October 2015.In a physical catalog, the information about each item is on a separate card, which is placed in order in the catalog drawer depending on the type of record. If it was a non-fiction record, Charles A. Cutter's classification system would help the patron find the book they wanted in a quick fashion. Cutter's classification system is as follows:
== Types ==
Traditionally, there are the following types of catalog:
Author catalog: a formal catalog, sorted alphabetically according to the names of authors, editors, illustrators, etc.
Subject catalog: a catalog that sorted based on the Subject.
Title catalog: a formal catalog, sorted alphabetically according to the article of the entries.
Dictionary catalog: a catalog in which all entries (author, title, subject, series) are interfiled in a single alphabetical order. This was a widespread form of card catalog in North American libraries prior to the introduction of the computer-based catalog.
Keyword catalog: a subject catalog, sorted alphabetically according to some system of keywords.
Mixed alphabetic catalog forms: sometimes, one finds a mixed author / title, or an author / title / keyword catalog.
Systematic catalog: a subject catalog, sorted according to some systematic subdivision of subjects. Also called a Classified catalog.
Shelf list catalog: a formal catalog with entries sorted in the same order as bibliographic items are shelved. This catalog may also serve as the primary inventory for the library.
== History ==
The earliest librarians created rules for how to record the details of the catalog. By 700 BCE the Assyrians followed the rules set down by the Babylonians. The seventh century BCE Babylonian Library of Ashurbanipal was led by the librarian Ibnissaru who prescribed a catalog of clay tablets by subject. Subject catalogs were the rule of the day, and author catalogs were unknown at that time. The frequent use of subject-only catalogs hints that there was a code of practice among early catalog librarians and that they followed some set of rules for subject assignment and the recording of the details of each item. These rules created efficiency through consistency—the catalog librarian knew how to record each item without reinventing the rules each time, and the reader knew what to expect with each visit. The task of recording the contents of libraries is more than an instinct or a compulsive tic exercised by librarians; it began as a way to broadcast to readers what is available among the stacks of materials. The tradition of open stacks of printed books is paradigmatic to modern American library users, but ancient libraries featured stacks of clay or prepaper scrolls that resisted browsing.As librarian, Gottfried van Swieten introduced the world's first card catalog (1780) as the Prefect of the Imperial Library, Austria.During the early modern period, libraries were organized through the direction of the librarian in charge. There was no universal method, so some books were organized by language or book material, for example, but most scholarly libraries had recognizable categories (like philosophy, saints, mathematics). The first library to list titles alphabetically under each subject was the Sorbonne library in Paris. Library catalogs originated as manuscript lists, arranged by format (folio, quarto, etc.) or in a rough alphabetical arrangement by author. Before printing, librarians had to enter new acquisitions into the margins of the catalog list until a new one was created. Because of the nature of creating texts at this time, most catalogs were not able to keep up with new acquisitions.When the printing press became well-established, strict cataloging became necessary because of the influx of printed materials. Printed catalogs, sometimes called dictionary catalogs, began to be published in the early modern period and enabled scholars outside a library to gain an idea of its contents. Copies of these in the library itself would sometimes be interleaved with blank leaves on which additions could be recorded, or bound as guardbooks in which slips of paper were bound in for new entries. Slips could also be kept loose in cardboard or tin boxes, stored on shelves. The first card catalogs appeared in the late 19th century after the standardization of the 5 in. x 3 in. card for personal filing systems, enabling much more flexibility, and toward the end of the 20th century the online public access catalog was developed (see below). These gradually became more common as some libraries progressively abandoned such other catalog formats as paper slips (either loose or in sheaf catalog form), and guardbooks. The beginning of the Library of Congress's catalog card service in 1911 led to the use of these cards in the majority of American libraries. An equivalent scheme in the United Kingdom was operated by the British National Bibliography from 1956 and was subscribed to by many public and other libraries.
c. Seventh century BCE, the royal Library of Ashurbanipal at Nineveh had 30,000 clay tablets, in several languages, organized according to shape and separated by content. Assurbanipal sent scribes to transcribe works in other libraries within the kingdom.
c. Third century BCE, Pinakes by Callimachus at the Library of Alexandria was arguably the first library catalog.
9th century: Libraries of Carolingian Schools and monasteries employ library catalog system to organize and loan out books.
c. 10th century: The Persian city of Shiraz's library had over 300 rooms and thorough catalogs to help locate texts these were kept in the storage chambers of the library and they covered every topic imaginable.
c. 1246: Library at Amiens Cathedral in France uses call numbers associated with the location of books.
c. 1542–1605: The Mughul emperor Akbar was a warrior, sportsman, and famous cataloger. He organized a catalog of the Imperial Library's 24,000 texts, and he did most of the classifying himself.
1595: Nomenclator of Leiden University Library appears, the first printed catalog of an institutional library.
Renaissance Era: In Paris, France The Sorbonne Library was one of the first libraries to list titles alphabetically based on the subject they happened to fall under. This became a new organization method for catalogs.
Early 1600s: Sir Thomas Bodley divided cataloging into three different categories. History, poesy, and philosophy.
1674: Thomas Hyde's catalog for the Bodleian Library.
1791: The French Cataloging Code of 1791
1815: Thomas Jefferson sells his personal library to the US government to establish the Library of Congress. He had organized his library by adapting Francis Bacon's organization of knowledge, specifically using Memory, Reason, and Imagination as his three areas, which were then broken down into 44 subdivisions.
1874/1886: Breslauer Instructionen (English: Wroclaw instructions) by Karl Dziatzko
1899: Preußische Instruktionen (PI) (English: Prussian instructions) for scientific libraries in German-speaking countries and beyond
1932: DIN 1505
1938: Berliner Anweisungen (BA) (English: Berlin instructions) for public libraries in Germany
1961: Paris Principles (PP), internationally agreed upon principles for cataloging
1967: Anglo-American Cataloguing Rules (AACR)
1971: International Standard Bibliographic Description (ISBD)
1976/1977: Regeln für die alphabetische Katalogisierung (RAK) (English: Rules for alphabetical cataloging) in Germany and AustriaMore about the early history of library catalogs has been collected in
1956 by Strout.
== Sorting ==
In a title catalog, one can distinguish two sort orders:
In the grammatical sort order (used mainly in older catalogs), the most important word of the title is the first sort term. The importance of a word is measured by grammatical rules; for example, the first noun may be defined to be the most important word.
In the mechanical sort order, the first word of the title is the first sort term. Most new catalogs use this scheme, but still include a trace of the grammatical sort order: they neglect an article (The, A, etc.) at the beginning of the title.The grammatical sort order has the advantage that often, the most important word of the title is also a good keyword (question 3), and it is the word most users remember first when their memory is incomplete. To its disadvantage, many elaborate grammatical rules are needed, so many users may only search with help from a librarian.
In some catalogs, persons' names are standardized (i. e., the name of the person is always cataloged and sorted in a standard form) even if it appears differently in the library material. This standardization is achieved by a process called authority control. Simply put, authority control is defined as the establishment and maintenance of consistent forms of terms – such as names, subjects, and titles – to be used as headings in bibliographic records. An advantage of the authority control is that it is easier to answer question 2 (Which works of some author does the library have?). On the other hand, it may be more difficult to answer question 1 (Does the library have some specific material?) if the material spells the author in a peculiar variant. For the cataloger, it may incur too much work to check whether Smith, J. is Smith, John or Smith, Jack.
For some works, even the title can be standardized. The technical term for this is uniform title. For example, translations and re-editions are sometimes sorted under their original title. In many catalogs, parts of the Bible are sorted under the standard name of
the book(s) they contain. The plays of William Shakespeare are another frequently cited example of the role played by a uniform title in the library catalog.
Many complications about alphabetic sorting of entries arise. Some examples:
Some languages know sorting conventions that differ from the language of the catalog. For example, some Dutch catalogs sort IJ as Y. Should an English catalog follow this suit? And should a Dutch catalog sort non-Dutch words the same way? There are also pseudo-ligatures which sometimes come at the beginning of a word, such as Œdipus. See also Collation and Locale (computer software).
Some titles contain numbers, for example 2001: A Space Odyssey. Should they be sorted as numbers, or spelled out as Two thousand and one? (Book-titles that begin with non-numeral-non-alphabetic glyphs such as #1 are similarly very difficult. Books which have diacritics in the first letter are a similar but far-more-common problem; casefolding of the title is standard, but stripping the diacritics off can change the meaning of the words.)
de Balzac, Honoré or Balzac, Honoré de? Ortega y Gasset, José or Gasset, José Ortega y? (In the first example, "de Balzac" is the legal and cultural last name; splitting it apart would be the equivalent of listing a book about tennis under "-enroe, John Mac-" for instance. In the second example, culturally and legally the lastname is "Ortega y Gasset" which is sometimes shortened to simply "Ortega" as the masculine lastname; again, splitting is culturally incorrect by the standards of the culture of the author, but defies the normal understanding of what a 'last name' is—i.e. the final word in the ordered list of names that define a person—in cultures where multi-word-lastnames are rare. See also authors such as Sun Tzu, where in the author's culture the surname is traditionally printed first, and thus the 'last name' in terms of order is in fact the person's first-name culturally.)
== Classification ==
In a subject catalog, one has to decide on which classification system to use. The cataloger will select appropriate subject headings for the bibliographic item and a unique classification number (sometimes known as a "call number") which
is used not only for identification but also for the purposes of shelving, placing items with similar subjects near one another, which aids in browsing by library users, who are thus often able to take advantage of serendipity in their search process.
== Online ==
Online cataloging, through such systems as the Dynix software developed in 1983 and used widely through the late 1990s, has greatly enhanced the usability of catalogs, thanks to the rise of MARC standards (an acronym for MAchine Readable Cataloging) in the 1960s.Rules governing the creation of MARC catalog records include not only formal cataloging rules such as Anglo-American Cataloguing Rules, second edition (AACR2), Resource Description and Access (RDA) but also rules specific to MARC, available from both the U.S. Library of Congress and from OCLC, which builds and maintains WorldCat.MARC was originally used to automate the creation of physical catalog cards, but its use evolved into direct access to the MARC computer files during the search process.OPACs have enhanced usability over traditional card formats because:
The online catalog does not need to be sorted statically; the user can choose author, title, keyword, or systematic order dynamically.
Most online catalogs allow searching for any word in a title or other field, increasing the ways to find a record.
Many online catalogs allow links between several variants of an author's name.
The elimination of paper cards has made the information more accessible to many people with disabilities, such as the visually impaired, wheelchair users, and those who suffer from mold allergies or other paper- or building-related problems.
Physical storage space is considerably reduced.
Updates are significantly more efficient.
== See also ==
Cataloging – Process of creating meta-data for information resources to include in a catalog databasePages displaying short descriptions of redirect targets
International Standard Bibliographic Description – human-readable standard for description of bibliographic resourcesPages displaying wikidata descriptions as a fallback
Social cataloging application – collaborative cataloging of literature based in webPages displaying wikidata descriptions as a fallback
== References ==
== Sources ==
Murray, Stuart (2009). The Library: An Illustrated History. Chicago: Skypoint Publishing. ISBN 978-1602397064.
== Further reading ==
Chan, Lois Mai (2007). Cataloging and Classification: An Introduction (3rd ed.). Lanham: Scarecrow Press. ISBN 978-0810860001. OCLC 124031949.
Hanson, James C. M.; et al. (1908). Catalog Rules: Author and Title Entries (American ed.). Chicago: American Library Association. OCLC 1466843.
Joudrey, Daniel N.; Taylor, Arlene G.; Miller, David P. (2015). Introduction to Cataloging and Classification (11th ed.). Santa Barbara, CA: Libraries Unlimited/ABC-CLIO. ISBN 978-1-59884-856-4. OCLC 911180115.
Library of Congress (2017). The Card Catalog: Books, Cards, and Literary Treasures. Chronicle Books. ISBN 978-1452145402. OCLC 953599088.
Svenonius, Elaine (2000). The Intellectual Foundation of Information Organization. Cambridge, Massachusetts: MIT Press. ISBN 9780262194334. OCLC 42040872.
Taylor, Archer (1986). Book Catalogues: Their Varieties and Uses. Introductions, corrections and additions by W. P. Barlow, Jr. (2nd ed.). New York: Frederic C. Beil. ISBN 978-0913720660. OCLC 14931714. Previous edition: Taylor, Archer (1957). Book Catalogues: Their Varieties and Uses (1st ed.). Chicago: Newberry Library. OCLC 1705207.
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Per capita income
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Per capita income (PCI) or total income measures the average income earned per person in a given area (city, region, country, etc.) in a specified year. It is calculated by dividing the area's total income by its total population.
Per capita income is national income divided by population size. Per capita income is often used to measure a sector's average income and compare the wealth of different populations. Per capita income is also often used to measure a country's standard of living. It is usually expressed in terms of a commonly used international currency, such as the euro or United States dollar, and is useful because it is widely known, is easily calculable from readily available gross domestic product (GDP) and population estimates, and produces a useful statistic for comparison of wealth between sovereign territories. This helps to ascertain a country's development status. It is one of the three measures for calculating the Human Development Index of a country. Per capita income is also called average income.
== Critics ==
Critics often cite the following drawbacks to the use of per capita income:
Comparisons of per capita income over time need to consider inflation. Without adjusting for inflation, figures tend to overstate the effects of economic growth.
International comparisons can be distorted by cost of living differences not reflected in exchange rates. Where the objective is to compare living standards between countries, adjusting for differences in purchasing power parity will more accurately reflect what people are actually able to buy with their money.
It is a mean value and does not reflect income distribution. If a country's income distribution is skewed, a small wealthy class can increase per capita income substantially while the majority of the population has no change in income. In this respect, median income is more useful when measuring of prosperity than per capita income, as it is less influenced by outliers.
Non-monetary activity, such as barter or services provided within the family, is usually not counted. The importance of these services varies widely among economies.
Per capita income does not consider whether income is invested in factors likely to improve the area's development, such as health, education, or infrastructure.
== See also ==
List of countries by average wage
List of countries by GDP (nominal) per capita—GDP at market or government official exchange rates per inhabitant
List of countries by GDP (PPP) per capita—GDP calculated at purchasing power parity (PPP) exchange per inhabitant
List of countries by GNI (nominal) per capita
List of countries by GNI (PPP) per capita
List of countries by income equality
Total personal income
List of U.S. states by adjusted per capita personal income
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The Washington Post
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The Washington Post, also known as the Post and, informally, WaPo, is an American daily newspaper published in Washington, D.C. It is the most widely circulated newspaper in the Washington metropolitan area and has a large national audience.
The Post was founded in 1877. In its early years, it went through several owners and struggled both financially and editorially. Financier Eugene Meyer purchased it out of bankruptcy in 1933 and revived its health and reputation, work continued by his successors Katharine and Phil Graham (Meyer's daughter and son-in-law), who bought out several rival publications. The Post's 1971 printing of the Pentagon Papers helped spur opposition to the Vietnam War. Reporters Bob Woodward and Carl Bernstein led the investigation into the break-in at the Democratic National Headquarters that developed into the Watergate scandal, which resulted in the 1974 resignation of President Richard Nixon. In October 2013, the Graham family sold the newspaper to Nash Holdings, a holding company owned by Jeff Bezos, for $250 million.The newspaper had won the Pulitzer Prize 65 times for its work as of 2020, the second-most of any publication (after The New York Times). It is considered a newspaper of record in the U.S. Post journalists have received 18 Nieman Fellowships and 368 White House News Photographers Association awards. The paper is well-known for its political reporting and one of the few remaining American newspapers to operate foreign bureaus.
== Overview ==
The Washington Post is regarded as one of the leading daily American newspapers along with The New York Times, the Los Angeles Times, and The Wall Street Journal. The Post has distinguished itself through its political reporting on the workings of the White House, Congress, and other aspects of the U.S. government. It is considered a newspaper of record in the U.S.The Washington Post does not print an edition for distribution away from the East Coast. In 2009, the newspaper ceased publication of its National Weekly Edition due to shrinking circulation. The majority of its newsprint readership is in Washington, D.C., and its suburbs in Maryland and Northern Virginia.The newspaper is one of a few U.S. newspapers with foreign bureaus. The newspaper's 20 current foreign bureaus are in Baghdad, Beijing, Beirut, Berlin, Brussels, Cairo, Dakar, Hong Kong, Islamabad, Istanbul, Jerusalem, London, Mexico City, Moscow, Nairobi, New Delhi, Rio de Janeiro, Rome, Tokyo, and Toronto. In November 2009, the newspaper announced the closure of three U.S. regional bureaus in Chicago, Los Angeles and New York City, as part of an increased focus on Washington, D.C.-based political stories and local news. The newspaper has local bureaus in Maryland (Annapolis, Montgomery County, Prince George's County, and Southern Maryland) and Virginia (Alexandria, Fairfax, Loudoun County, Richmond, and Prince William County).The Post's average printed weekday circulation is 159,040, making it the fourth largest newspaper in the country by circulation.For many decades, the Post had its main office at 1150 15th Street NW. This real estate remained with Graham Holdings when the newspaper was sold to Jeff Bezos' Nash Holdings in 2013. Graham Holdings sold 1150 15th Street, along with 1515 L Street, 1523 L Street, and land beneath 1100 15th Street, for $159 million in November 2013. The Post continued to lease space at 1150 L Street NW. In May 2014, The Post leased the west tower of One Franklin Square, a high-rise building at 1301 K Street NW in Washington, D.C.Mary Jordan was the founding editor, head of content, and moderator for Washington Post Live, The Post's editorial events business, which organizes political debates, conferences and news events for the media company, including "The 40th Anniversary of Watergate" in June 2012 that featured key Watergate figures including former White House counsel John Dean, Washington Post editor Ben Bradlee, and reporters Bob Woodward and Carl Bernstein, which was held at the Watergate hotel. Regular hosts include Frances Stead Sellers Lois Romano was formerly the editor of Washington Post Live.The Post has its own exclusive Zip Code, which is: 20071.
== Publishing service ==
Arc XP is a department of The Washington Post, which provides a publishing system and software for news organizations such as the Chicago Tribune and the Los Angeles Times.
== History ==
=== Founding and early period ===
The newspaper was founded in 1877 by Stilson Hutchins (1838–1912), and in 1880 it added a Sunday edition, becoming the city's first newspaper to publish seven days a week.
=== 19th century ===
In April 1878, about four months into publication, The Washington Post purchased The Washington Union, a competing newspaper which was founded by John Lynch in late 1877. The Union had only been in operation about six months at the time of the acquisition. The combined newspaper was published from the Globe Building as The Washington Post and Union beginning on April 15, 1878, with a circulation of 13,000. The Post and Union name was used about two weeks until April 29, 1878, returning to the original masthead the following day.In 1889, Hutchins sold the newspaper to Frank Hatton, a former Postmaster General, and Beriah Wilkins, a former Democratic congressman from Ohio. To promote the newspaper, the new owners requested the leader of the United States Marine Band, John Philip Sousa, to compose a march for the newspaper's essay contest awards ceremony. Sousa composed "The Washington Post". It became the standard music to accompany the two-step, a late 19th-century dance craze, and remains one of Sousa's best-known works.
In 1893, the newspaper moved to a building at 14th and E streets NW, where it would remain until 1950. This building combined all functions of the newspaper into one headquarters – newsroom, advertising, typesetting, and printing – that ran 24 hours per day.In 1898, during the Spanish–American War, the Post printed Clifford K. Berryman's classic illustration Remember the Maine, which became the battle-cry for American sailors during the War. In 1902, Berryman published another famous cartoon in the Post – Drawing the Line in Mississippi. This cartoon depicts President Theodore Roosevelt showing compassion for a small bear cub and inspired New York store owner Morris Michtom to create the teddy bear. Wilkins acquired Hatton's share of the newspaper in 1894 at Hatton's death.
=== 20th century ===
After Wilkins' death in 1903, his sons John and Robert ran the Post for two years before selling it in 1905 to John Roll McLean, owner of the Cincinnati Enquirer. During the Wilson presidency, the Post was credited with the "most famous newspaper typo" in D.C. history according to Reason magazine; the Post intended to report that President Wilson had been "entertaining" his future-wife Mrs. Galt, but instead wrote that he had been "entering" Mrs. Galt.When McLean died in 1916, he put the newspaper in a trust, having little faith that his playboy son Edward "Ned" McLean could manage it as part of his inheritance. Ned went to court and broke the trust, but, under his management, the newspaper slumped toward ruin. He bled the paper for his lavish lifestyle and used it to promote political agendas.During the Red Summer of 1919 the Post supported the white mobs and even ran a front-page story which advertised the location at which white servicemen were planning to meet to carry out attacks on black Washingtonians.In 1929, financier Eugene Meyer, who had run the War Finance Corp. since World War I, secretly made an offer of $5 million for the Post, but he was rebuffed by Ned McLean. On June 1, 1933, Meyer bought the paper at a bankruptcy auction for $825,000 three weeks after stepping down as Chairman of the Federal Reserve. He had bid anonymously, and was prepared to go up to $2 million, far higher than the other bidders. These included William Randolph Hearst, who had long hoped to shut down the ailing Post to benefit his own Washington newspaper presence.The Post's health and reputation were restored under Meyer's ownership. In 1946, he was succeeded as publisher by his son-in-law, Philip Graham. Meyer eventually gained the last laugh over Hearst, who had owned the old Washington Times and the Herald before their 1939 merger that formed the Times-Herald. This was in turn bought by and merged into the Post in 1954. The combined paper was officially named The Washington Post and Times-Herald until 1973, although the Times-Herald portion of the nameplate became less and less prominent over time.
The merger left the Post with two remaining local competitors, the Washington Star (Evening Star) and The Washington Daily News. In 1972, the two competitors merged, forming the Washington Star-News.Following Graham's death in 1963, control of The Washington Post Company passed to his wife, Katharine Graham (1917–2001), who was also Eugene Meyer's daughter. Few women had run prominent national newspapers in the United States. Katharine Graham described her own anxiety and lack of confidence as she stepped into a leadership role in her autobiography. She served as publisher from 1969 to 1979.Graham took The Washington Post Company public on June 15, 1971, in the midst of the Pentagon Papers controversy. A total of 1,294,000 shares were offered to the public at $26 per share. By the end of Graham's tenure as CEO in 1991, the stock was worth $888 per share, not counting the effect of an intermediate 4:1 stock split.Graham also oversaw the Post company's diversification purchase of the for-profit education and training company Kaplan, Inc. for $40 million in 1984. Twenty years later, Kaplan had surpassed the Post newspaper as the company's leading contributor to income, and by 2010 Kaplan accounted for more than 60% of the entire company revenue stream.Executive editor Ben Bradlee put the newspaper's reputation and resources behind reporters Bob Woodward and Carl Bernstein, who, in a long series of articles, chipped away at the story behind the 1972 burglary of Democratic National Committee offices in the Watergate complex in Washington. The Post's dogged coverage of the story, the outcome of which ultimately played a major role in the resignation of President Richard Nixon, won the newspaper a Pulitzer Prize in 1973.In 1972, the "Book World" section was introduced with Pulitzer Prize-winning critic William McPherson as its first editor. It featured Pulitzer Prize-winning critics such as Jonathan Yardley and Michael Dirda, the latter of whom established his career as a critic at the Post. In 2009, after 37 years, with great reader outcries and protest, The Washington Post Book World as a standalone insert was discontinued, the last issue being Sunday, February 15, 2009, along with a general reorganization of the paper, such as placing the Sunday editorials on the back page of the main front section rather than the "Outlook" section and distributing some other locally oriented "op-ed" letters and commentaries in other sections. However, book reviews are still published in the Outlook section on Sundays and in the Style section the rest of the week, as well as online.In 1975, the pressmen's union went on strike. The Post hired replacement workers to replace the pressmen's union, and other unions returned to work in February 1976.Donald E. Graham, Katharine's son, succeeded her as a publisher in 1979.In 1995, the domain name washingtonpost.com was purchased. That same year, a failed effort to create an online news repository called Digital Ink launched. The following year it was shut down and the first website was launched in June 1996.
=== Jeff Bezos era (2013–present) ===
In late September 2013, Jeff Bezos purchased The Washington Post and other local publications, websites, and real estate for US$250 million, transferring ownership to Nash Holdings LLC, Bezos's private investment company. The paper's former parent company, which retained some other assets such as Kaplan and a group of TV stations, was renamed Graham Holdings shortly after the sale.Nash Holdings, which includes the Post, is operated separately from technology company Amazon, which Bezos founded and where he is as of 2022 executive chairman and the largest single shareholder, with 12.7% of voting rights.Bezos said he has a vision that recreates "the 'daily ritual' of reading the Post as a bundle, not merely a series of individual stories..." He has been described as a "hands-off owner", holding teleconference calls with executive editor Martin Baron every two weeks. Bezos appointed Fred Ryan (founder and CEO of Politico) to serve as publisher and chief executive officer. This signaled Bezos' intent to shift the Post to a more digital focus with a national and global readership.In 2015, the Post moved from the building it owned at 1150 15th Street to a leased space three blocks away at One Franklin Square on K Street. Since 2014 the Post launched an online personal finance section, a blog, and a podcast with a retro theme. The Post won the 2020 Webby People's Voice Award for News & Politics in the Social and Web categories.In 2017, the newspaper hired Jamal Khashoggi as a columnist; in 2018, Khashoggi was murdered by Saudi agents in Istanbul.
== Political stance ==
=== 20th century ===
In 1933, financier Eugene Meyer bought the bankrupt Post, and assured the public that neither he nor the newspaper would not be beholden to any political party. But as a leading Republican who had been appointed Chairman of the Federal Reserve by Herbert Hoover in 1930, his opposition to Roosevelt's New Deal colored the paper's editorials and news coverage, including editorializing news stories written by Meyer under a pseudonym. His wife Agnes Ernst Meyer was a journalist from the other end of the spectrum politically. The Post ran many of her pieces including tributes to her personal friends John Dewey and Saul Alinsky.In 1946, Meyer was appointed head of World Bank, and he named his son-in-law Phil Graham to succeed him as Post publisher. The post-war years saw the developing friendship of Phil and Kay Graham with the Kennedys, the Bradlees and the rest of the "Georgetown Set" (many Harvard alumni) that would color the Post's political orientation. Kay Graham's most memorable Georgetown soirée guest list included British diplomat/communist spy Donald Maclean.The Post is credited with coining the term "McCarthyism" in a 1950 editorial cartoon by Herbert Block. Depicting buckets of tar, it made fun of Sen. Joseph McCarthy's "tarring" tactics, i.e., smear campaigns and character assassination against those targeted by his accusations. Sen. McCarthy was attempting to do for the Senate what the House Un-American Activities Committee had been doing for years—investigating Soviet espionage in America. The HUAC made Richard Nixon nationally known for his role in the Hiss/Chambers case that exposed communist spying in the State Department. The committee had evolved from the McCormack-Dickstein Committee of the 1930s.Phil Graham's friendship with John F. Kennedy remained strong until their untimely deaths in 1963. FBI Director J. Edgar Hoover reportedly told the new President Lyndon B. Johnson, "I don't have much influence with the Post because I frankly don't read it. I view it like the Daily Worker."
Ben Bradlee became the editor-in-chief in 1968, and Kay Graham officially became the publisher in 1969, paving the way for the aggressive reporting of the Pentagon Papers and Watergate scandals. The Post strengthened public opposition to the Vietnam War in 1971 when it published the Pentagon Papers. In the mid-1970s, some conservatives referred to the Post as "Pravda on the Potomac" because of its perceived left-wing bias in both reporting and editorials. Since then, the appellation has been used by both liberal and conservative critics of the newspaper.
=== 21st century ===
In the PBS documentary Buying the War, journalist Bill Moyers said in the year prior to the Iraq War there were 27 editorials supporting the Bush administration's desire to invade Iraq. National security correspondent Walter Pincus reported that he had been ordered to cease his reports that were critical of the administration. According to author and journalist Greg Mitchell: "By the Post's own admission, in the months before the war, it ran more than 140 stories on its front page promoting the war, while contrary information got lost".On March 23, 2007, Chris Matthews said on his television program, "The Washington Post is not the liberal newspaper it was [...] I have been reading it for years and it is a neocon newspaper". It has regularly published a mixture of op-ed columnists, with some of them left-leaning (including E. J. Dionne, Dana Milbank, Greg Sargent, and Eugene Robinson), and some of them right-leaning (including George Will, Marc Thiessen, Michael Gerson and Charles Krauthammer).
In November 2007, the newspaper was criticized by independent journalist Robert Parry for reporting on anti-Obama chain e-mails without sufficiently emphasizing to its readers the false nature of the anonymous claims. In 2009, Parry criticized the newspaper for its allegedly unfair reporting on liberal politicians, including Vice President Al Gore and President Barack Obama.Responding to criticism of the newspaper's coverage during the run-up to the 2008 presidential election, former Post ombudsman Deborah Howell wrote: "The opinion pages have strong conservative voices; the editorial board includes centrists and conservatives; and there were editorials critical of Obama. Yet opinion was still weighted toward Obama." According to a 2009 Oxford University Press book by Richard Davis on the impact of blogs on American politics, liberal bloggers link to The Washington Post and The New York Times more often than other major newspapers; however, conservative bloggers also link predominantly to liberal newspapers.Since 2011, the Post has been running a column called "The Fact Checker" that the Post describes as a "truth squad". The Fact Checker received a $250,000 grant from Google News Initiative/YouTube to expand production of video fact checks.In mid-September 2016, Matthew Ingram of Forbes joined Glenn Greenwald of The Intercept, and Trevor Timm of The Guardian in criticizing The Washington Post for "demanding that [former National Security Agency contractor Edward] Snowden ... stand trial on espionage charges".In February 2017, the Post adopted the slogan "Democracy Dies in Darkness" for its masthead.
==== Political endorsements ====
In the vast majority of U.S. elections, for federal, state, and local office, the Post editorial board has endorsed Democratic candidates. The paper's editorial board and endorsement decision-making are separate from newsroom operations. Until 1976, the Post did not regularly make endorsements in presidential elections. Since it endorsed Jimmy Carter in 1976, the Post has endorsed Democrats in presidential elections, and has never endorsed a Republican for president in the general election, although in the 1988 presidential election, the Post declined to endorse either Governor Michael Dukakis (the Democratic candidate) or Vice President George H. W. Bush (the Republican candidate). The Post editorial board endorsed Barack Obama in 2008 and 2012; Hillary Clinton in 2016; and Joe Biden for 2020.While the newspaper predominantly endorses Democrats in congressional, state, and local elections, it has occasionally endorsed Republican candidates. While the paper has not endorsed Republican candidates for governor of Virginia, it endorsed Maryland Governor Robert Ehrlich's unsuccessful bid for a second term in 2006. In 2006, it repeated its historic endorsements of every Republican incumbent for Congress in Northern Virginia. The Post editorial board endorsed Virginia's Republican U.S. Senator John Warner in his Senate reelection campaign in 1990, 1996 and 2002; the paper's most recent endorsement of a Maryland Republican for U.S. Senate was in the 1980s, when the paper endorsed Senator Charlies "Mac" Mathias Jr. In U.S. House of Representatives elections, moderate Republicans in Virginia and Maryland, including Wayne Gilchrest, Thomas M. Davis, and Frank Wolf, have enjoyed the support of the Post; the Post also endorsed Republican Carol Schwartz in her campaign in Washington, D.C.
== Criticism and controversies ==
=== "Jimmy's World" fabrication ===
In September 1980, a Sunday feature story appeared on the front page of the Post titled "Jimmy's World" in which reporter Janet Cooke wrote a profile of the life of an eight-year-old heroin addict. Although some within the Post doubted the story's veracity, the paper's editors defended it, and assistant managing editor Bob Woodward submitted the story to the Pulitzer Prize Board at Columbia University for consideration. Cooke was awarded the Pulitzer Prize for Feature Writing on April 13, 1981. The story was subsequently found to be a complete fabrication, and the Pulitzer was returned.
=== Private "salon" solicitation ===
In July 2009, in the midst of an intense debate over health care reform, The Politico reported that a health-care lobbyist had received an "astonishing" offer of access to the Post's "health-care reporting and editorial staff." Post publisher Katharine Weymouth had planned a series of exclusive dinner parties or "salons" at her private residence, to which she had invited prominent lobbyists, trade group members, politicians, and business people. Participants were to be charged $25,000 to sponsor a single salon, and $250,000 for 11 sessions, with the events being closed to the public and to the non-Post press. Politico's revelation gained a somewhat mixed response in Washington as it gave the impression that the parties' sole purpose was to allow insiders to purchase face time with Post staff.
Almost immediately following the disclosure, Weymouth canceled the salons, saying, "This should never have happened." White House counsel Gregory B. Craig reminded officials that under federal ethics rules, they need advance approval for such events. Post Executive Editor Marcus Brauchli, who was named on the flier as one of the salon's "Hosts and Discussion Leaders", said he was "appalled" by the plan, adding, "It suggests that access to Washington Post journalists was available for purchase."
=== China Daily advertising supplements ===
Dating back to 2011, The Washington Post began to include "China Watch" advertising supplements provided by China Daily, an English language newspaper owned by the Publicity Department of the Chinese Communist Party, on the print and online editions. Although the header to the online "China Watch" section included the text "A Paid Supplement to The Washington Post", James Fallows of The Atlantic suggested that the notice was not clear enough for most readers to see. Distributed to the Post and multiple newspapers around the world, the "China Watch" advertising supplements range from four to eight pages and appear at least monthly. According to a 2018 report by The Guardian, "China Watch" uses "a didactic, old-school approach to propaganda."In 2020, a report by Freedom House, "Beijing's Global Megaphone", criticized the Post and other newspapers for distributing "China Watch". In the same year, 35 Republican members of the U.S. Congress wrote a letter to the U.S. Department of Justice in February 2020 calling for an investigation of potential FARA violations by China Daily. The letter named an article that appeared in the Post, "Education Flaws Linked to Hong Kong Unrest", as an example of "articles [that] serve as cover for China's atrocities, including ... its support for the crackdown in Hong Kong." According to The Guardian, the Post had already stopped running "China Watch" in 2019.
=== Employee relations ===
In 1986, five employees, including Newspaper Guild unit chairman Thomas R. Sherwood and assistant Maryland editor Claudia Levy, sued The Washington Post for overtime pay, stating that the newspaper had claimed that budgets did not allow for overtime wages.In June 2018, over 400 employees of The Washington Post signed an open letter to the owner Jeff Bezos demanding "fair wages; fair benefits for retirement, family leave and health care; and a fair amount of job security." The open letter was accompanied by video testimonials from employees, who alleged "shocking pay practices" despite record growth in subscriptions at the newspaper, with salaries rising an average of $10 per week, which the letter claimed was less than half the rate of inflation. The petition followed on a year of unsuccessful negotiations between The Washington Post Guild and upper management over pay and benefit increases.In March 2022, reporter Paul Farhi was suspended for five days without pay after he tweeted about the publication's policy on bylines and datelines regarding Russian-based stories.
==== Felicia Sonmez ====
In 2020, The Post suspended reporter Felicia Sonmez after she posted a series of tweets about the 2003 rape allegation against basketball star Kobe Bryant after Bryant's death. She was reinstated after over 200 Post journalists wrote an open letter criticizing the paper's decision. In July 2021, Sonmez sued The Post and several of its top editors, alleging workplace discrimination; the suit was dismissed in March 2022, with the court determining that Sonmez had failed to make plausible claims.In June 2022, Sonmez engaged in a Twitter feud with fellow Post staffers David Weigel, criticizing him over what he later described as "an offensive joke", and Jose A. Del Real, who accused Sonmez of "engaging in repeated and targeted public harassment of a colleague". Following the feud, the newspaper suspended Weigel for a month for violating the company's social media guidelines, and the newspaper's executive editor Sally Buzbee sent out a newsroom-wide memorandum directing employees to "Be constructive and collegial" in their interactions with colleagues. The newspaper fired Sonmez, writing in an emailed termination letter that she had engaged in "misconduct that includes insubordination, maligning your co-workers online and violating The Post's standards on workplace collegiality and inclusivity." The Post faced criticism from the Post Guild after refusing to go to arbitration over the dismissal, stating that the expiration of the Post's contract "does not relieve the Post from its contractual obligation to arbitrate grievances filed prior to expiration."
=== Lawsuit by Covington Catholic High School student ===
In 2019, Covington Catholic High School student Nick Sandmann filed a defamation lawsuit against the Post, alleging that it libeled him in seven articles regarding the January 2019 Lincoln Memorial confrontation between Covington students and the Indigenous Peoples March. A federal judge dismissed the case, ruling that 30 of the 33 statements in the Post that Sandmann alleged were libelous were not, but allowed Sandmann to file an amended complaint as to three statements. After Sandmann's lawyers amended the complaint, the suit was reopened on October 28, 2019.In 2020, The Post settled the lawsuit brought by Sandmann for an undisclosed amount.
=== Controversial op-eds and columns ===
Several Washington Post op-eds and columns have prompted criticism, including a number of comments on race by columnist Richard Cohen over the years, and a controversial 2014 column on campus sexual assault by George Will.The Post's decision to run an op-ed by Mohammed Ali al-Houthi, a leader in Yemen's Houthi movement, was criticized by some activists on the basis that it provided a platform to an "anti-Western and antisemitic group supported by Iran." The headline of a 2020 op-ed titled "It's time to give the elites a bigger say in choosing the president" was changed, without an editor's note, after backlash.In 2022, actor Johnny Depp successfully sued ex-wife Amber Heard for an op-ed she wrote in The Washington Post where she described herself as a public figure representing domestic abuse two years after she had publicly accused him of domestic violence.
=== Criticism by elected officials ===
Former president Donald Trump repeatedly spoke out against The Washington Post on his Twitter account, having "tweeted or retweeted criticism of the paper, tying it to Amazon more than 20 times since his campaign for president" by August 2018. In addition to often attacking the paper itself, Trump used Twitter to blast various Post journalists and columnists.During the 2020 Democratic Party presidential primaries, Senator Bernie Sanders repeatedly criticized The Washington Post, saying that its coverage of his campaign was slanted against him and attributing this to Jeff Bezos' purchase of the newspaper. Sanders' criticism was echoed by the socialist magazine Jacobin and the progressive journalist watchdog Fairness and Accuracy in Reporting. Washington Post executive editor Marty Baron responded by saying that Sanders' criticism was "baseless and conspiratorial".
== Executive officers and editors ==
Major stockholders
Stilson Hutchins (1877–1889)
Frank Hatton and Beriah Wilkins (1889–1905)
John R. McLean (1905–1916)
Edward (Ned) McLean (1916–1933)
Eugene Meyer (1933–1948)
The Washington Post Company (1948–2013)
Nash Holdings (Jeff Bezos) (2013–present)Publishers
Stilson Hutchins (1877–1889)
Beriah Wilkins (1889–1905)
John R. McLean (1905–1916)
Edward (Ned) McLean (1916–1933)
Eugene Meyer (1933–1946)
Philip L. Graham (1946–1961)
John W. Sweeterman (1961–1968)
Katharine Graham (1969–1979)
Donald E. Graham (1979–2000)
Boisfeuillet Jones Jr. (2000–2008)
Katharine Weymouth (2008–2014)
Frederick J. Ryan Jr. (2014–2023)Executive editors
James Russell Wiggins (1955–1968)
Ben Bradlee (1968–1991)
Leonard Downie Jr. (1991–2008)
Marcus Brauchli (2008–2012)
Martin Baron (2012–2021)
Sally Buzbee (2021–present)
== See also ==
1975–76 Washington Post pressmen's strike
All the President's Men, a 1974 book by Carl Bernstein and Bob Woodward about the Watergate scandal
All the President's Men, a 1976 film based on Bernstein's and Woodward's book
List of prizes won by The Washington Post
The Post, a 2017 film based on the publication of the Pentagon Papers
The Washington Star (1852–1981)
The Washington Times (1982–present)
== References ==
== Further reading ==
Kelly, Tom. The imperial Post: The Meyers, the Grahams, and the paper that rules Washington (Morrow, 1983)
Lewis, Norman P. "Morning Miracle. Inside the Washington Post: A Great Newspaper Fights for Its Life". Journalism and Mass Communication Quarterly (2011) 88#1 pp: 219.
Merrill, John C. and Harold A. Fisher. The world's great dailies: profiles of fifty newspapers (1980) pp 342–52
Roberts, Chalmers McGeagh. In the shadow of power: the story of the Washington Post (Seven Locks Pr, 1989)
== External links ==
Official website
Today's The Washington Post front page at the Freedom Forum website
The Washington Post Company history at Graham Holdings Company
The Washington Post channel in Telegram
Scott Sherman, May 2002, "Donald Graham's Washington Post" Columbia Journalism Review. September / October 2002.
"War Reporters – Imperial Life in the Emerald City" at the Wayback Machine (archived January 2, 2007)
Jaffe, Harry. "Post Watch: Family Dynasty Continues with Katharine II", Washingtonian, February 26, 2008.
"Washington+Post", Core.ac.uk, Open access research papers
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Pacific Ocean
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The Pacific Ocean is the largest and deepest of Earth's five oceanic divisions. It extends from the Arctic Ocean in the north to the Southern Ocean (or, depending on definition, to Antarctica) in the south, and is bounded by the continents of Asia and Oceania in the west and the Americas in the east.
At 165,250,000 square kilometers (63,800,000 square miles) in area (as defined with a southern Antarctic border), this largest division of the World Ocean and the hydrosphere covers about 46% of Earth's water surface and about 32% of the planet's total surface area, larger than its entire land area (148,000,000 km2 (57,000,000 sq mi)). The centers of both the Water Hemisphere and the Western Hemisphere, as well as the oceanic pole of inaccessibility, are in the Pacific Ocean. Ocean circulation (caused by the Coriolis effect) subdivides it into two largely independent volumes of water that meet at the equator, the North Pacific Ocean and the South Pacific Ocean (or more loosely the South Seas). The Pacific Ocean can also be informally divided by the International Date Line into the East Pacific and the West Pacific, which allows it to be further divided into four quadrants, namely the Northeast Pacific off the coasts of North America, the Southeast Pacific off South America, Northwest Pacific off Far Eastern Asia, and the Southwest Pacific around Oceania.
The Pacific Ocean's mean depth is 4,000 meters (13,000 feet). Challenger Deep in the Mariana Trench, located in the northwestern Pacific, is the deepest known point in the world, reaching a depth of 10,928 meters (35,853 feet). The Pacific also contains the deepest point in the Southern Hemisphere, the Horizon Deep in the Tonga Trench, at 10,823 meters (35,509 feet). The third deepest point on Earth, the Sirena Deep, is also located in the Mariana Trench.
The western Pacific has many major marginal seas, including the Philippine Sea, South China Sea, East China Sea, Sea of Japan, Sea of Okhotsk, Bering Sea, Gulf of Alaska, Mar de Grau, Tasman Sea, and the Coral Sea.
== Etymology ==
In the early 16th century, Spanish explorer Vasco Núñez de Balboa crossed the Isthmus of Panama in 1513 and sighted the great "Southern Sea" which he named Mar del Sur (in Spanish). Afterwards, the ocean's current name was coined by Portuguese explorer Ferdinand Magellan during the Spanish circumnavigation of the world in 1521, as he encountered favorable winds on reaching the ocean. He called it Mar Pacífico, which in Spanish and Portuguese means 'peaceful sea'.
== Largest seas in the Pacific Ocean ==
Top large seas:
== History ==
=== Prehistory ===
Across the continents of Asia, Australia and the Americas, more than 25,000 islands, large and small, rise above the surface of the Pacific Ocean. Multiple islands were the shells of former active volcanoes that have lain dormant for thousands of years. Close to the equator, without vast areas of blue ocean, are a dot of atolls that have over intervals of time been formed by seamounts as a result of tiny coral islands strung in a ring within surroundings of a central lagoon.
=== Early migrations ===
Important human migrations occurred in the Pacific in prehistoric times. Modern humans first reached the western Pacific in the Paleolithic, at around 60,000 to 70,000 years ago. Originating from a southern coastal human migration out of Africa, they reached East Asia, Mainland Southeast Asia, the Philippines, New Guinea, and then Australia by making the sea crossing of at least 80 kilometres (50 mi) between Sundaland and Sahul. It is not known with any certainty what level of maritime technology was used by these groups – the presumption is that they used large bamboo rafts which may have been equipped with some sort of sail. The reduction in favourable winds for a crossing to Sahul after 58,000 B.P. fits with the dating of the settlement of Australia, with no later migrations in the prehistoric period. The seafaring abilities of pre-Austronesian residents of Island South-east Asia are confirmed by the settlement of Buka by 32,000 B.P. and Manus by 25,000 B.P. Journeys of 180 kilometres (110 mi) and 230 kilometres (140 mi) are involved, respectively.The descendants of these migrations today are the Negritos, Melanesians, and Indigenous Australians. Their populations in maritime Southeast Asia, coastal New Guinea, and Island Melanesia later intermarried with the incoming Austronesian settlers from Taiwan and the northern Philippines, but also earlier groups associated with Austroasiatic-speakers, resulting in the modern peoples of Island Southeast Asia and Oceania.
A later seaborne migration is the Neolithic Austronesian expansion of the Austronesian peoples. Austronesians originated from the island of Taiwan c. 3000–1500 BCE. They are associated with distinctive maritime sailing technologies (notably outrigger boats, catamarans, lashed-lug boats, and the crab claw sail) – it is likely that the progressive development of these technologies were related to the later steps of settlement into Near and Remote Oceania. Starting at around 2200 BCE, Austronesians sailed southwards to settle the Philippines. From, probably, the Bismarck Archipelago they crossed the western Pacific to reach the Marianas Islands by 1500 BCE, as well as Palau and Yap by 1000 BCE. They were the first humans to reach Remote Oceania, and the first to cross vast distances of open water. They also continued spreading southwards and settling the rest of Maritime Southeast Asia, reaching Indonesia and Malaysia by 1500 BCE, and further west to Madagascar and the Comoros in the Indian Ocean by around 500 CE. More recently, it is suggested that Austronesians expanded already earlier, arriving in the Philippines already in 7000 BCE. Additional earlier migrations into Insular Southeast Asia, associated with Austroasiatic-speakers from Mainland Southeast Asia, are estimated to have taken place already in 15000 BCE.At around 1300 to 1200 BCE, a branch of the Austronesian migrations known as the Lapita culture reached the Bismarck Archipelago, the Solomon Islands, Vanuatu, Fiji, and New Caledonia. From there, they settled Tonga and Samoa by 900 to 800 BCE. Some also back-migrated northwards in 200 BCE to settle the islands of eastern Micronesia (including the Carolines, the Marshall Islands, and Kiribati), mixing with earlier Austronesian migrations in the region. This remained the furthest extent of the Austronesian expansion into Polynesia until around 700 CE when there was another surge of island exploration. They reached the Cook Islands, Tahiti, and the Marquesas by 700 CE; Hawaiʻi by 900 CE; Rapa Nui by 1000 CE; and finally New Zealand by 1200 CE. Austronesians may have also reached as far as the Americas, although evidence for this remains inconclusive.
=== European exploration ===
The first contact of European navigators with the western edge of the Pacific Ocean was made by the Portuguese expeditions of António de Abreu and Francisco Serrão, via the Lesser Sunda Islands, to the Maluku Islands, in 1512, and with Jorge Álvares's expedition to southern China in 1513, both ordered by Afonso de Albuquerque from Malacca.
The eastern side of the ocean was encountered by Spanish explorer Vasco Núñez de Balboa in 1513 after his expedition crossed the Isthmus of Panama and reached a new ocean. He named it Mar del Sur ("Sea of the South" or "South Sea") because the ocean was to the south of the coast of the isthmus where he first observed the Pacific.
In 1520, navigator Ferdinand Magellan and his crew were the first to cross the Pacific in recorded history. They were part of a Spanish expedition to the Spice Islands that would eventually result in the first world circumnavigation. Magellan called the ocean Pacífico (or "Pacific" meaning, "peaceful") because, after sailing through the stormy seas off Cape Horn, the expedition found calm waters. The ocean was often called the Sea of Magellan in his honor until the eighteenth century. Magellan stopped at one uninhabited Pacific island before stopping at Guam in March 1521. Although Magellan himself died in the Philippines in 1521, Spanish navigator Juan Sebastián Elcano led the remains of the expedition back to Spain across the Indian Ocean and round the Cape of Good Hope, completing the first world circumnavigation in 1522. Sailing around and east of the Moluccas, between 1525 and 1527, Portuguese expeditions encountered the Caroline Islands, the Aru Islands, and Papua New Guinea. In 1542–43 the Portuguese also reached Japan.In 1564, five Spanish ships carrying 379 soldiers crossed the ocean from Mexico led by Miguel López de Legazpi, and colonized the Philippines and Mariana Islands. For the remainder of the 16th century, Spain maintained military and mercantile control, with ships sailing from Mexico and Peru across the Pacific Ocean to the Philippines via Guam, and establishing the Spanish East Indies. The Manila galleons operated for two and a half centuries, linking Manila and Acapulco, in one of the longest trade routes in history. Spanish expeditions also arrived at Tuvalu, the Marquesas, the Cook Islands, the Solomon Islands, and the Admiralty Islands in the South Pacific.Later, in the quest for Terra Australis ("the [great] Southern Land"), Spanish explorations in the 17th century, such as the expedition led by the Portuguese navigator Pedro Fernandes de Queirós, arrived at the Pitcairn and Vanuatu archipelagos, and sailed the Torres Strait between Australia and New Guinea, named after navigator Luís Vaz de Torres. Dutch explorers, sailing around southern Africa, also engaged in exploration and trade; Willem Janszoon, made the first completely documented European landing in Australia (1606), in Cape York Peninsula, and Abel Janszoon Tasman circumnavigated and landed on parts of the Australian continental coast and arrived at Tasmania and New Zealand in 1642.In the 16th and 17th centuries, Spain considered the Pacific Ocean a mare clausum – a sea closed to other naval powers. As the only known entrance from the Atlantic, the Strait of Magellan was at times patrolled by fleets sent to prevent the entrance of non-Spanish ships. On the western side of the Pacific Ocean the Dutch threatened the Spanish Philippines.The 18th century marked the beginning of major exploration by the Russians in Alaska and the Aleutian Islands, such as the First Kamchatka expedition and the Great Northern Expedition, led by the Danish Russian navy officer Vitus Bering. Spain also sent expeditions to the Pacific Northwest, reaching Vancouver Island in southern Canada, and Alaska. The French explored and colonized Polynesia, and the British made three voyages with James Cook to the South Pacific and Australia, Hawaii, and the North American Pacific Northwest. In 1768, Pierre-Antoine Véron, a young astronomer accompanying Louis Antoine de Bougainville on his voyage of exploration, established the width of the Pacific with precision for the first time in history. One of the earliest voyages of scientific exploration was organized by Spain in the Malaspina Expedition of 1789–1794. It sailed vast areas of the Pacific, from Cape Horn to Alaska, Guam and the Philippines, New Zealand, Australia, and the South Pacific.
=== New Imperialism ===
Growing imperialism during the 19th century resulted in the occupation of much of Oceania by European powers, and later Japan and the United States. Significant contributions to oceanographic knowledge were made by the voyages of HMS Beagle in the 1830s, with Charles Darwin aboard; HMS Challenger during the 1870s; the USS Tuscarora (1873–76); and the German Gazelle (1874–76).In Oceania, France obtained a leading position as imperial power after making Tahiti and New Caledonia protectorates in 1842 and 1853, respectively. After navy visits to Easter Island in 1875 and 1887, Chilean navy officer Policarpo Toro negotiated the incorporation of the island into Chile with native Rapanui in 1888. By occupying Easter Island, Chile joined the imperial nations.: 53 By 1900 nearly all Pacific islands were in control of Britain, France, United States, Germany, Japan, and Chile.Although the United States gained control of Guam and the Philippines from Spain in 1898, Japan controlled most of the western Pacific by 1914 and occupied many other islands during the Pacific War; however, by the end of that war, Japan was defeated and the U.S. Pacific Fleet was the virtual master of the ocean. The Japanese-ruled Northern Mariana Islands came under the control of the United States. Since the end of World War II, many former colonies in the Pacific have become independent states.
== Geography ==
The Pacific separates Asia and Australia from the Americas. It may be further subdivided by the equator into northern (North Pacific) and southern (South Pacific) portions. It extends from the Antarctic region in the South to the Arctic in the north. The Pacific Ocean encompasses approximately one-third of the Earth's surface, having an area of 165,200,000 km2 (63,800,000 sq mi) – larger than Earth's entire landmass combined, 150,000,000 km2 (58,000,000 sq mi).Extending approximately 15,500 km (9,600 mi) from the Bering Sea in the Arctic to the northern extent of the circumpolar Southern Ocean at 60°S (older definitions extend it to Antarctica's Ross Sea), the Pacific reaches its greatest east–west width at about 5°N latitude, where it stretches approximately 19,800 km (12,300 mi) from Indonesia to the coast of Colombia – halfway around the world, and more than five times the diameter of the Moon. Its geographic center is in eastern Kiribati south of Kiritimati, just west from Starbuck Island at 4°58′S 158°45′W. The lowest known point on Earth – the Mariana Trench – lies 10,911 m (35,797 ft; 5,966 fathoms) below sea level. Its average depth is 4,280 m (14,040 ft; 2,340 fathoms), putting the total water volume at roughly 710,000,000 km3 (170,000,000 cu mi).Due to the effects of plate tectonics, the Pacific Ocean is currently shrinking by roughly 2.5 cm (1 in) per year on three sides, roughly averaging 0.52 km2 (0.20 sq mi) a year. By contrast, the Atlantic Ocean is increasing in size.Along the Pacific Ocean's irregular western margins lie many seas, the largest of which are the Celebes Sea, Coral Sea, East China Sea (East Sea), Philippine Sea, Sea of Japan, South China Sea (South Sea), Sulu Sea, Tasman Sea, and Yellow Sea (West Sea of Korea). The Indonesian Seaway (including the Strait of Malacca and Torres Strait) joins the Pacific and the Indian Ocean to the west, and Drake Passage and the Strait of Magellan link the Pacific with the Atlantic Ocean on the east. To the north, the Bering Strait connects the Pacific with the Arctic Ocean.As the Pacific straddles the 180th meridian, the West Pacific (or western Pacific, near Asia) is in the Eastern Hemisphere, while the East Pacific (or eastern Pacific, near the Americas) is in the Western Hemisphere.The Southern Pacific Ocean harbors the Southeast Indian Ridge crossing from south of Australia turning into the Pacific-Antarctic Ridge (north of the South Pole) and merges with another ridge (south of South America) to form the East Pacific Rise which also connects with another ridge (south of North America) which overlooks the Juan de Fuca Ridge.
For most of Magellan's voyage from the Strait of Magellan to the Philippines, the explorer indeed found the ocean peaceful; however, the Pacific is not always peaceful. Many tropical storms batter the islands of the Pacific. The lands around the Pacific Rim are full of volcanoes and often affected by earthquakes. Tsunamis, caused by underwater earthquakes, have devastated many islands and in some cases destroyed entire towns.The Martin Waldseemüller map of 1507 was the first to show the Americas separating two distinct oceans. Later, the Diogo Ribeiro map of 1529 was the first to show the Pacific at about its proper size.
=== Bordering countries and territories ===
==== Sovereign nations ====
==== Territories ====
=== Landmasses and islands ===
The Pacific Ocean has most of the islands in the world. There are about 25,000 islands in the Pacific Ocean. The islands entirely within the Pacific Ocean can be divided into three main groups known as Micronesia, Melanesia and Polynesia. Micronesia, which lies north of the equator and west of the International Date Line, includes the Mariana Islands in the northwest, the Caroline Islands in the center, the Marshall Islands to the east and the islands of Kiribati in the southeast.Melanesia, to the southwest, includes New Guinea, the world's second largest island after Greenland and by far the largest of the Pacific islands. The other main Melanesian groups from north to south are the Bismarck Archipelago, the Solomon Islands, Santa Cruz, Vanuatu, Fiji and New Caledonia.The largest area, Polynesia, stretching from Hawaii in the north to New Zealand in the south, also encompasses Tuvalu, Tokelau, Samoa, Tonga and the Kermadec Islands to the west, the Cook Islands, Society Islands and Austral Islands in the center, and the Marquesas Islands, Tuamotu, Mangareva Islands, and Easter Island to the east.Islands in the Pacific Ocean are of four basic types: continental islands, high islands, coral reefs and uplifted coral platforms. Continental islands lie outside the andesite line and include New Guinea, the islands of New Zealand, and the Philippines. Some of these islands are structurally associated with nearby continents. High islands are of volcanic origin, and many contain active volcanoes. Among these are Bougainville, Hawaii, and the Solomon Islands.The coral reefs of the South Pacific are low-lying structures that have built up on basaltic lava flows under the ocean's surface. One of the most dramatic is the Great Barrier Reef off northeastern Australia with chains of reef patches. A second island type formed of coral is the uplifted coral platform, which is usually slightly larger than the low coral islands. Examples include Banaba (formerly Ocean Island) and Makatea in the Tuamotu group of French Polynesia.
== Water characteristics ==
The volume of the Pacific Ocean, representing about 50.1 percent of the world's oceanic water, has been estimated at some 714 million cubic kilometers (171 million cubic miles). Surface water temperatures in the Pacific can vary from −1.4 °C (29.5 °F), the freezing point of seawater, in the poleward areas to about 30 °C (86 °F) near the equator. Salinity also varies latitudinally, reaching a maximum of 37 parts per thousand in the southeastern area. The water near the equator, which can have a salinity as low as 34 parts per thousand, is less salty than that found in the mid-latitudes because of abundant equatorial precipitation throughout the year. The lowest counts of less than 32 parts per thousand are found in the far north as less evaporation of seawater takes place in these frigid areas. The motion of Pacific waters is generally clockwise in the Northern Hemisphere (the North Pacific gyre) and counter-clockwise in the Southern Hemisphere. The North Equatorial Current, driven westward along latitude 15°N by the trade winds, turns north near the Philippines to become the warm Japan or Kuroshio Current.Turning eastward at about 45°N, the Kuroshio forks and some water moves northward as the Aleutian Current, while the rest turns southward to rejoin the North Equatorial Current. The Aleutian Current branches as it approaches North America and forms the base of a counter-clockwise circulation in the Bering Sea. Its southern arm becomes the chilled slow, south-flowing California Current. The South Equatorial Current, flowing west along the equator, swings southward east of New Guinea, turns east at about 50°S, and joins the main westerly circulation of the South Pacific, which includes the Earth-circling Antarctic Circumpolar Current. As it approaches the Chilean coast, the South Equatorial Current divides; one branch flows around Cape Horn and the other turns north to form the Peru or Humboldt Current.
== Climate ==
The climate patterns of the Northern and Southern Hemispheres generally mirror each other. The trade winds in the southern and eastern Pacific are remarkably steady while conditions in the North Pacific are far more varied with, for example, cold winter temperatures on the east coast of Russia contrasting with the milder weather off British Columbia during the winter months due to the preferred flow of ocean currents.In the tropical and subtropical Pacific, the El Niño Southern Oscillation (ENSO) affects weather conditions. To determine the phase of ENSO, the most recent three-month sea surface temperature average for the area approximately 3,000 km (1,900 mi) to the southeast of Hawaii is computed, and if the region is more than 0.5 °C (0.9 °F) above or below normal for that period, then an El Niño or La Niña is considered in progress.In the tropical western Pacific, the monsoon and the related wet season during the summer months contrast with dry winds in the winter which blow over the ocean from the Asian landmass. Worldwide, tropical cyclone activity peaks in late summer, when the difference between temperatures aloft and sea surface temperatures is the greatest; however, each particular basin has its own seasonal patterns. On a worldwide scale, May is the least active month, while September is the most active month. November is the only month in which all the tropical cyclone basins are active. The Pacific hosts the two most active tropical cyclone basins, which are the northwestern Pacific and the eastern Pacific. Pacific hurricanes form south of Mexico, sometimes striking the western Mexican coast and occasionally the southwestern United States between June and October, while typhoons forming in the northwestern Pacific moving into southeast and east Asia from May to December. Tropical cyclones also form in the South Pacific basin, where they occasionally impact island nations.
In the arctic, icing from October to May can present a hazard for shipping while persistent fog occurs from June to December. A climatological low in the Gulf of Alaska keeps the southern coast wet and mild during the winter months. The Westerlies and associated jet stream within the Mid-Latitudes can be particularly strong, especially in the Southern Hemisphere, due to the temperature difference between the tropics and Antarctica, which records the coldest temperature readings on the planet. In the Southern hemisphere, because of the stormy and cloudy conditions associated with extratropical cyclones riding the jet stream, it is usual to refer to the Westerlies as the Roaring Forties, Furious Fifties and Shrieking Sixties according to the varying degrees of latitude.
== Geology ==
The ocean was first mapped by Abraham Ortelius; he called it Maris Pacifici following Ferdinand Magellan's description of it as "a pacific sea" during his circumnavigation from 1519 to 1522. To Magellan, it seemed much more calm (pacific) than the Atlantic.The andesite line is the most significant regional distinction in the Pacific. A petrologic boundary, it separates the deeper, mafic igneous rock of the Central Pacific Basin from the partially submerged continental areas of felsic igneous rock on its margins. The andesite line follows the western edge of the islands off California and passes south of the Aleutian arc, along the eastern edge of the Kamchatka Peninsula, the Kuril Islands, Japan, the Mariana Islands, the Solomon Islands, and New Zealand's North Island.The dissimilarity continues northeastward along the western edge of the Andes Cordillera along South America to Mexico, returning then to the islands off California. Indonesia, the Philippines, Japan, New Guinea, and New Zealand lie outside the andesite line.
Within the closed loop of the andesite line are most of the deep troughs, submerged volcanic mountains, and oceanic volcanic islands that characterize the Pacific basin. Here basaltic lavas gently flow out of rifts to build huge dome-shaped volcanic mountains whose eroded summits form island arcs, chains, and clusters. Outside the andesite line, volcanism is of the explosive type, and the Pacific Ring of Fire is the world's foremost belt of explosive volcanism. The Ring of Fire is named after the several hundred active volcanoes that sit above the various subduction zones.
The Pacific Ocean is the only ocean which is mostly bounded by subduction zones. Only the Antarctic and Australian coasts have no nearby subduction zones.
=== Geological history ===
The Pacific Ocean was born 750 million years ago at the breakup of Rodinia, although it is generally called the Panthalassa until the breakup of Pangea, about 200 million years ago. The oldest Pacific Ocean floor is only around 180 Ma old, with older crust subducted by now.
=== Seamount chains ===
The Pacific Ocean contains several long seamount chains, formed by hotspot volcanism. These include the Hawaiian–Emperor seamount chain and the Louisville Ridge.
== Economy ==
The exploitation of the Pacific's mineral wealth is hampered by the ocean's great depths. In shallow waters of the continental shelves off the coasts of Australia and New Zealand, petroleum and natural gas are extracted, and pearls are harvested along the coasts of Australia, Japan, Papua New Guinea, Nicaragua, Panama, and the Philippines, although in sharply declining volume in some cases.
=== Fishing ===
Fish are an important economic asset in the Pacific. The shallower shoreline waters of the continents and the more temperate islands yield herring, salmon, sardines, snapper, swordfish, and tuna, as well as shellfish. Overfishing has become a serious problem in some areas. For example, catches in the rich fishing grounds of the Okhotsk Sea off the Russian coast have been reduced by at least half since the 1990s as a result of overfishing.
== Environment ==
The quantity of small plastic fragments floating in the north-east Pacific Ocean increased a hundredfold between 1972 and 2012. The ever-growing Great Pacific garbage patch between California and Japan is three times the size of France. An estimated 80,000 metric tons of plastic inhabit the patch, totaling 1.8 trillion pieces.Marine pollution is a generic term for the harmful entry into the ocean of chemicals or particles. The main culprits are those using the rivers for disposing of their waste. The rivers then empty into the ocean, often also bringing chemicals used as fertilizers in agriculture. The excess of oxygen-depleting chemicals in the water leads to hypoxia and the creation of a dead zone.Marine debris, also known as marine litter, is human-created waste that has ended up floating in a lake, sea, ocean, or waterway. Oceanic debris tends to accumulate at the center of gyres and coastlines, frequently washing aground where it is known as beach litter.In addition, the Pacific Ocean has served as the crash site of satellites, including Mars 96, Fobos-Grunt, and Upper Atmosphere Research Satellite.
=== Nuclear waste ===
From 1946 to 1958, Marshall Islands served as the Pacific Proving Grounds, designated by the United States, and played host to a total of 67 nuclear tests conducted across various atolls. Several nuclear weapons were lost in the Pacific Ocean, including one-megaton bomb that was lost during the 1965 Philippine Sea A-4 incident.In 2021, the discharge of radioactive water from the Fukushima nuclear plant into the Pacific Ocean over a course of 30 years was approved by the Japanese Cabinet. The Cabinet concluded the radioactive water would have been diluted to drinkable standard. Apart from dumping, leakage of tritium into the Pacific was estimated to be between 20 and 40 trillion Bqs from 2011 to 2013, according to the Fukushima plant.
== Major ports and harbors ==
=== List of major ports ===
== List of seas, gulfs and bays by surface area ==
== List of islands in the Pacific ==
== See also ==
== References ==
== Further reading ==
== External links ==
EPIC Pacific Ocean Data Collection Viewable on-line collection of observational data
NOAA In-situ Ocean Data Viewer plot and download ocean observations
NOAA PMEL Argo profiling floats Realtime Pacific Ocean data
NOAA TAO El Niño data Realtime Pacific Ocean El Niño buoy data
NOAA Ocean Surface Current Analyses – Realtime (OSCAR) Near-realtime Pacific Ocean Surface Currents derived from satellite altimeter and scatterometer data
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Geography
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Geography (from Greek: γεωγραφία, geographia. Combination of Greek words 'Geo' (The Earth) and 'Graphien' (to describe), literally "earth description") is a field of science devoted to the study of the lands, features, inhabitants, and phenomena of Earth. Geography is an all-encompassing discipline that seeks an understanding of Earth and its human and natural complexities—not merely where objects are, but also how they have changed and come to be. While geography is specific to Earth, many concepts can be applied more broadly to other celestial bodies in the field of planetary science. Geography has been called "a bridge between natural science and social science disciplines."The first recorded use of the word γεωγραφία was as a title of a book by Greek scholar Eratosthenes (276–194 BC). However, the concepts of geography (such as cartography) date back to the earliest attempts to understand the world spatially, with the earliest example of an attempted world map dating to the 9th century BCE in ancient Babylon. The history of geography as a discipline spans cultures and millennia, being independently developed by multiple groups, and cross-pollinated by trade between these groups. The core concepts of geography consistent between all approaches are a focus on space, place, time, and scale.Today, geography is an extremely broad discipline with multiple approaches and modalities. There have been multiple attempts to organize the discipline, including the four traditions of geography, and into branches. Techniques employed can generally be broken down into quantitative and qualitative approaches, with many studies taking mixed-methods approaches. Common techniques include cartography, remote sensing, interviews, and surveys.
== Fundamentals ==
Geography is a systematic study of the Earth (other celestial bodies are specified, such as "geography of Mars", or given another name, such as areography in the case of Mars), its features, and phenomena that take place on it. For something to fall into the domain of geography, it generally needs some sort of spatial component that can be placed on a map, such as coordinates, place names, or addresses. This has led to geography being associated with cartography and place names. Although many geographers are trained in toponymy and cartology, this is not their main preoccupation. Geographers study the Earth's spatial and temporal distribution of phenomena, processes, and features as well as the interaction of humans and their environment. Because space and place affect a variety of topics, such as economics, health, climate, plants, and animals, geography is highly interdisciplinary. The interdisciplinary nature of the geographical approach depends on an attentiveness to the relationship between physical and human phenomena and their spatial patterns.
Names of places...are not geography...To know by heart a whole gazetteer full of them would not, in itself, constitute anyone a geographer. Geography has higher aims than this: it seeks to classify phenomena (alike of the natural and of the political world, in so far as it treats of the latter), to compare, to generalize, to ascend from effects to causes, and, in doing so, to trace out the laws of nature and to mark their influences upon man. This is 'a description of the world'—that is Geography. In a word, Geography is a Science—a thing not of mere names but of argument and reason, of cause and effect.
Geography as a discipline can be split broadly into three main branches: human geography, physical geography, and technical geography. Human geography largely focuses on the built environment and how humans create, view, manage, and influence space. Physical geography examines the natural environment and how organisms, climate, soil, water, and landforms produce and interact. The difference between these approaches led to the development of integrated geography, which combines physical and human geography and concerns the interactions between the environment and humans. Technical geography involves studying and developing the tools and techniques used by geographers, such as remote sensing, cartography, and geographic information system.
=== Core concepts ===
==== Space ====
Just as all phenomena exist in time and thus have a history, they also exist in space and have a geography.
For something to exist in the realm of geography, it must be able to be described spatially. Thus, space is the most fundamental concept at the foundation of geography. The concept is so basic, that geographers often have difficulty defining exactly what it is. Absolute space is the exact site, or spatial coordinates, of objects, persons, places, or phenomena under investigation. We exist in space. Absolute space leads to the view of the world as a photograph, with everything frozen in place when the coordinates were recorded. Today, geographers are trained to remember that the world is not the static image that appears on a map; and instead, the dynamic space where all processes interact and take place.
==== Place ====
Place is one of the most complex and important terms in geography. In human geography, place is the synthesis of the coordinates on the Earth's surface, the activity and use that occurs, has occurred, and will occur at the coordinates, and the meaning ascribed to the space by human individuals and groups. This can be extraordinarily complex, as different spaces may have different uses at different times and mean different things to different people. In physical geography, a place includes all of the physical phenomena that occur in space, including the lithosphere, atmosphere, hydrosphere, and biosphere. Places do not exist in a vacuum and instead have complex spatial relationships with each other, and place is concerned how a location is situated in relation to all other locations. As a discipline then, the term place in geography includes all spatial phenomena occurring at a location, the diverse uses and meanings humans ascribe to that location, and how that location impacts and is impacted by all other locations on Earth. In one of Yi-Fu Tuan's papers, he explains that in his view, geography is the study of Earth as a home for humanity, and thus place and the complex meaning behind the term is central to the discipline of geography.
==== Time ====
Time is usually thought to be within the domain of history, however, it is of significant concern in the discipline of geography. In physics, space and time are not separated, and are combined into the concept of spacetime.
Geography is subject to the laws of physics, and in studying things that occur in space, time must be considered. Time in geography is more than just the historical record of events that occurred at various discrete coordinates; but also includes modeling the dynamic movement of people, organisms, and things through space. Time facilitates movement through space, ultimately allowing things to flow through a system. The amount of time an individual, or group of people, spends in a place will often shape their attachment and perspective to that place. Time constrains the possible paths that can be taken through space, given a starting point, possible routes, and rate of travel. Visualizing time over space is challenging in terms of cartography, and includes Space-Prism, advanced 3D geovisualizations, and animated maps.
==== Scale ====
Scale in the context of a map is the ratio between a distance measured on the map and the corresponding distance as measured on the ground. This concept is fundamental to the discipline of geography, not just cartography, in that phenomena being investigated appear different depending on the scale used. Scale is the frame that geographers use to measure space, and ultimately to try and understand a place.
=== Laws of geography ===
During the quantitative revolution, geography shifted to an empirical law-making (nomothetic) approach. Several laws of geography have been proposed since then, most notably by Waldo Tobler and can be viewed as a product of the quantitative revolution. In general, some dispute the entire concept of laws in geography and the social sciences. These criticisms have been addressed by Tobler and others, such as Michael Frank Goodchild. However, this is an ongoing source of debate in geography and is unlikely to be resolved anytime soon. Several laws have been proposed, and Tobler's first law of geography is the most generally accepted in geography. Some have argued that geographic laws do not need to be numbered. The existence of a first invites a second, and many have proposed themselves as that. It has also been proposed that Tobler's first law of geography should be moved to the second and replaced with another. A few of the proposed laws of geography are below:
Tobler's first law of geography: "Everything is related to everything else, but near things are more related than distant"
Tobler's second law of geography: "The phenomenon external to a geographic area of interest affects what goes on inside."
Arbia's law of geography: "Everything is related to everything else, but things observed at a coarse spatial resolution are more related than things observed at a finer resolution."
The uncertainty principle: "That the geographic world is infinitely complex and that any representation must therefore contain elements of uncertainty, that many definitions used in acquiring geographic data contain elements of vagueness, and that it is impossible to measure location on the Earth's surface exactly."Additionally, several variations or amendments to these laws exist within the literature, although not as well supported. For example, one paper proposed an amendmended version of Tobler's first law of geography, referred to in the text as "The Tobler-von Thünen law." This proposed variation of Tobler's first law states, "Everything is related to everything else, but near things are more related than distant things, as a consequence of accessibility."
== Sub-disciplines ==
Geography is a branch of inquiry that focuses on spatial information on Earth. It is an extremely broad topic and can be broken down multiple ways. There have been several approaches to doing this spanning at least several centuries, including "four traditions of geography" and into distinct branches. The Four traditions of geography are often used to divide the different historical approaches theories geographers have taken to the discipline. In contrast, geography's branches describe contemporary applied geographical approaches.
=== Four traditions of geography ===
Geography is an extremely broad field. Because of this, many view the various definitions of geography proposed over the decades as inadequate. To address this, William D. Pattison proposed the concept of the "Four traditions of Geography" in 1964. These traditions are the Spatial or Locational Tradition, the Man-Land or Human-Environment Interaction Tradition, the Area Studies or Regional Tradition, and the Earth Science Tradition. These concepts are broad sets of geography philosophies bound together within the discipline. They are one of many ways geographers organize the major sets of thoughts and philosophies within the discipline.
==== Spatial or locational tradition ====
The spatial or locational tradition is concerned with employing quantitative methods to describe the spatial characteristics of a location. The spatial tradition seeks to use the spatial characteristics of a location or phenomena to understand and explain it. The contributors to this tradition were historically cartographers, but it now encompasses what we call technical geography and geographic information science.
==== Area studies or regional tradition ====
The area studies or regional tradition is concerned with the description of the unique characteristics of the earth's surface, resulting in each area from the combination of its complete natural or elements, as of physical and human environment. The main aim is to understand, or define the uniqueness, or character of a particular region that consists of natural as well as human elements. Attention is paid also to regionalization, which covers the proper techniques of space delimitation into regions.
==== Human-Environment interaction tradition ====
The Human Environment Interaction tradition (originally the Man-Land), also known as Integrated geography, is concerned with the description of the spatial interactions between humans and the natural world. It requires an understanding of the traditional aspects of physical and human geography, like how human societies conceptualize the environment. Integrated geography has emerged as a bridge between human and physical geography due to the increasing specialization of the two sub-fields, or branches.
==== Earth science tradition ====
The Earth science tradition is largely concerned with what is generally referred to as physical geography. The tradition focuses on understanding the spatial characteristics of natural phenomena. Some argue the Earth science tradition is a subset of the spatial tradition, however the two are different enough in their focus and objectives to warrant separation.
=== Branches of geography ===
Within the traditions mentioned above, geography is organized into applied branches. The UNESCO Encyclopedia of Life Support Systems organizes geography into the three categories of human geography, physical geography, and technical geography. Some publications limit the number of branches to physical and human, describing them as the principal branches. Geographers rarely focus on just one of these topics, often using one as their primary focus and then incorporating data and methods from the other branches. Often, geographers are asked to describe what they do by individuals outside the discipline and are likely to identify closely with a specific branch, or sub-branch when describing themselves to lay people. Human geography studies people and their communities, cultures, economies, and environmental interactions by studying their relations with and across space and place. Physical geography is concerned with the study of processes and patterns in the natural environment like the atmosphere, hydrosphere, biosphere, and geosphere. Technical geography is interested in studying and applying techniques and methods to store, process, analyze, visualize, and use spatial data. It is the newest of the branches, the most controversial, and often other terms are used in the literature to describe the emerging category. These branches use similar geographic philosophies, concepts, and tools and often overlap significantly.
==== Physical ====
Physical geography (or physiography) focuses on geography as an Earth science. It aims to understand the physical problems and the issues of lithosphere, hydrosphere, atmosphere, pedosphere, and global flora and fauna patterns (biosphere). Physical geography is the study of earth's seasons, climate, atmosphere, soil, streams, landforms, and oceans. Physical geographers will often work in identifying and monitoring the use of natural resources.
Physical geography can be divided into many broad categories, including:
==== Human ====
Human geography (or anthropogeography) is a branch of geography that focuses on studying patterns and processes that shape human society. It encompasses the human, political, cultural, social, and economic aspects. In industry, human geographers often work in city planning, public health, or business analysis.
Human geography can be divided into many broad categories, such as:
Various approaches to the study of human geography have also arisen through time and include:
Behavioral geography
Culture theory
Feminist geography
Geosophy
==== Technical ====
Technical geography concerns studying and developing tools, techniques, and statistical methods employed to collect, analyze, use, and understand spatial data. Technical geography is the most recently recognized, and controversial, of the branches. Its use dates back to 1749, when a book published by Edward Cave organized the discipline into a section containing content such as cartographic techniques and globes. There are several other terms, often used interchangeably with technical geography to subdivide the discipline, including "techniques of geographic analysis," "Geographic Information Technology," "Geography method's and techniques," "Geographic Information Science," "geoinformatics," "geomatics," and "information geography". There are subtle differences to each concept and term; however, technical geography is one of the broadest, is consistent with the naming convention of the other two branches, has been in use since the 1700s, and has been used by the UNESCO Encyclopedia of Life Support Systems to divide geography into themes. As academic fields increasingly specialize in their nature, technical geography has emerged as a branch of geography specializing in geographic methods and thought. The emergence of technical geography has brought new relevance to the broad discipline of geography by serving as a set of unique methods for managing the interdisciplinary nature of the phenomena under investigation. While human and physical geographers use the techniques employed by technical geographers, technical geography is more concerned with the fundamental spatial concepts and technologies than the nature of the data. It is therefore closely associated with the spatial tradition of geography while being applied to the other two major branches. A technical geographer might work as a GIS analyst, a GIS developer working to make new software tools, or create general reference maps incorporating human and natural features.
Technical geography can be divided into many broad categories, such as:
== Techniques ==
All geographic research and analysis start with asking the question "where," followed by "why there." Geographers start with the fundamental assumption set forth in Tobler's first law of geography, that "everything is related to everything else, but near things are more related than distant things."
As spatial interrelationships are key to this synoptic science, maps are a key tool. Classical cartography has been joined by a more modern approach to geographical analysis, computer-based geographic information systems (GIS).
In their study, geographers use four interrelated approaches:
Analytical – Asks why we find features and populations in a specific geographic area.
Descriptive – Simply specifies the locations of features and populations.
Regional – Examines systematic relationships between categories for a specific region or location on the planet.
Systematic – Groups geographical knowledge into categories that can be explored globally.
=== Quantitative methods ===
Quantitative methods in geography became particularly influential in the discipline during the quantitative revolution of the 1950s and 60s. These methods revitalized the discipline in many ways, allowing scientific testing of hypotheses and proposing scientific geographic theories and laws. The quantitative revolution heavily influenced and revitalized technical geography, and lead to the development of the subfield of quantitative geography.
==== Geomatics ====
Geomatics is concerned with the application of computers to the traditional spatial techniques used in cartography and topography. Similar to the terms geographic information science and technical geography, geomatics emerged from the quantitative revolution in geography in the mid-1950s. Today, geomatics methods include spatial analysis, geographic information systems (GIS), remote sensing, and global positioning systems (GPS). Geomatics has revitalized some geography departments, especially in Northern America, where the subject had a declining status during the 1950s.
==== Quantitative cartography ====
Cartography is the art, science, and technology of making maps. Cartographers study the Earth's surface representation with abstract symbols (map making). Although other subdisciplines of geography rely on maps for presenting their analyses, the actual making of maps is abstract enough to be regarded separately. Cartography has grown from a collection of drafting techniques into an actual science.
Cartographers must learn cognitive psychology and ergonomics to understand which symbols convey information about the Earth most effectively and behavioural psychology to induce the readers of their maps to act on the information. They must learn geodesy and fairly advanced mathematics to understand how the shape of the Earth affects the distortion of map symbols projected onto a flat surface for viewing. It can be said, without much controversy, that cartography is the seed from which the larger field of geography grew. Most geographers will cite a childhood fascination with maps as an early sign they would end up in the field.
==== Geographic information systems ====
Geographic information systems (GIS) deal with storing information about the Earth for automatic retrieval by a computer in an accurate manner appropriate to the information's purpose. In addition to all of the other subdisciplines of geography, GIS specialists must understand computer science and database systems. GIS has revolutionized the field of cartography: nearly all mapmaking is now done with the assistance of some form of GIS software. The science of using GIS software and GIS techniques to represent, analyse, and predict the spatial relationships is called geographic information science (GISc).
==== Remote sensing ====
Remote sensing is the art, science, and technology of obtaining information about Earth's features from measurements made at a distance. Remotely sensed data can be either passive, such as traditional photography, or active, such as LiDAR. A variety of platforms can be used for remote sensing, including satellite imagery, aerial photography (including consumer drones), and data obtained from hand-held sensors. Products from remote sensing include Digital elevation model and cartographic base maps. Geographers increasingly use remotely sensed data to obtain information about the Earth's land surface, ocean, and atmosphere, because it: (a) supplies objective information at a variety of spatial scales (local to global), (b) provides a synoptic view of the area of interest, (c) allows access to distant and inaccessible sites, (d) provides spectral information outside the visible portion of the electromagnetic spectrum, and (e) facilitates studies of how features/areas change over time. Remotely sensed data may be analyzed independently or in conjunction with other digital data layers (e.g., in a geographic information system). Remote sensing aids in land use, land cover (LULC) mapping, by helping to determine both what is naturally occurring on a piece of land and what human activities are taking place on it.
==== Geostatistics ====
Geostatistics deal with quantitative data analysis, specifically the application of a statistical methodology to the exploration of geographic phenomena. Geostatistics is used extensively in a variety of fields, including hydrology, geology, petroleum exploration, weather analysis, urban planning, logistics, and epidemiology. The mathematical basis for geostatistics derives from cluster analysis, linear discriminant analysis and non-parametric statistical tests, and a variety of other subjects. Applications of geostatistics rely heavily on geographic information systems, particularly for the interpolation (estimate) of unmeasured points. Geographers are making notable contributions to the method of quantitative techniques.
=== Qualitative methods ===
Qualitative methods geography in geography are descriptive rather than numerical or statistical in nature. They add context to concepts, and explore human concepts like beliefs and perspective that are difficult or impossible to quantify. Human geography is much more likely to employ qualitative methods than physical. Increasingly, technical geographers are attempting to employ GIS methods to qualitative datasets.
==== Qualitative cartography ====
Qualitative cartography employs many of the same software and techniques as quantitative. It may be employed to inform on map practices, or to visualize perspectives and ideas that are not strictly quantitative in nature. An example of a form of qualitative cartography is a deep map, or maps that combine geography and storytelling to produce a product with greater information than a two-dimensional image of places, names, and topography.
==== Ethnography ====
Ethnographical research techniques are used by human geographers. In cultural geography, there is a tradition of employing qualitative research techniques, also used in anthropology and sociology. Participant observation and in-depth interviews provide human geographers with qualitative data.
==== Geopoetics ====
Geopoetics is an interdisciplinary approach that combines geography and poetry to explore the interconnectedness between humans, space, place, and the environment. Geopoetics is employed as a mixed methods tool to explain the implications of geographic research. It is often employed to address and communicate the implications of complex topics, such as the anthropocene.
==== Interviews ====
Geographers employ interviews to gather data and acquire valuable understandings from individuals or groups regarding their encounters, outlooks, and opinions concerning spatial phenomena. Interviews can be carried out through various mediums, including face-to-face interactions, phone conversations, online platforms, or written exchanges. Geographers typically adopt a structured or semi-structured approach during interviews involving specific questions or discussion points when utilized for research purposes. These questions are designed to extract focused information about the research topic while being flexible enough to allow participants to express their experiences and viewpoints, such as through open-ended questions.
== History ==
The concept of geography is present in all cultures, and therefore the history of the discipline is a series of competing narratives, with concepts emerging at various points across space and time. The oldest known world maps date back to ancient Babylon from the 9th century BC. The best known Babylonian world map, however, is the Imago Mundi of 600 BC. The map as reconstructed by Eckhard Unger shows Babylon on the Euphrates, surrounded by a circular landmass showing Assyria, Urartu, and several cities, in turn surrounded by a "bitter river" (Oceanus), with seven islands arranged around it so as to form a seven-pointed star. The accompanying text mentions seven outer regions beyond the encircling ocean. The descriptions of five of them have survived. In contrast to the Imago Mundi, an earlier Babylonian world map dating back to the 9th century BC depicted Babylon as being further north from the center of the world, though it is not certain what that center was supposed to represent.
The ideas of Anaximander (c. 610–545 BC): considered by later Greek writers to be the true founder of geography, come to us through fragments quoted by his successors. Anaximander is credited with the invention of the gnomon, the simple, yet efficient Greek instrument that allowed the early measurement of latitude. Thales is also credited with the prediction of eclipses. The foundations of geography can be traced to ancient cultures, such as the ancient, medieval, and early modern Chinese. The Greeks, who were the first to explore geography as both art and science, achieved this through Cartography, Philosophy, and Literature, or through Mathematics. There is some debate about who was the first person to assert that the Earth is spherical in shape, with the credit going either to Parmenides or Pythagoras. Anaxagoras was able to demonstrate that the profile of the Earth was circular by explaining eclipses. However, he still believed that the Earth was a flat disk, as did many of his contemporaries. One of the first estimates of the radius of the Earth was made by Eratosthenes.The first rigorous system of latitude and longitude lines is credited to Hipparchus. He employed a sexagesimal system that was derived from Babylonian mathematics. The meridians were subdivided into 360°, with each degree further subdivided into 60 (minutes). To measure the longitude at different locations on Earth, he suggested using eclipses to determine the relative difference in time. The extensive mapping by the Romans as they explored new lands would later provide a high level of information for Ptolemy to construct detailed atlases. He extended the work of Hipparchus, using a grid system on his maps and adopting a length of 56.5 miles for a degree.From the 3rd century onwards, Chinese methods of geographical study and writing of geographical literature became much more comprehensive than what was found in Europe at the time (until the 13th century). Chinese geographers such as Liu An, Pei Xiu, Jia Dan, Shen Kuo, Fan Chengda, Zhou Daguan, and Xu Xiake wrote important treatises, yet by the 17th century advanced ideas and methods of Western-style geography were adopted in China.
During the Middle Ages, the fall of the Roman empire led to a shift in the evolution of geography from Europe to the Islamic world. Muslim geographers such as Muhammad al-Idrisi produced detailed world maps (such as Tabula Rogeriana), while other geographers such as Yaqut al-Hamawi, Abu Rayhan Biruni, Ibn Battuta, and Ibn Khaldun provided detailed accounts of their journeys and the geography of the regions they visited. Turkish geographer Mahmud al-Kashgari drew a world map on a linguistic basis, and later so did Piri Reis (Piri Reis map). Further, Islamic scholars translated and interpreted the earlier works of the Romans and the Greeks and established the House of Wisdom in Baghdad for this purpose. Abū Zayd al-Balkhī, originally from Balkh, founded the "Balkhī school" of terrestrial mapping in Baghdad. Suhrāb, a late tenth century Muslim geographer accompanied a book of geographical coordinates, with instructions for making a rectangular world map with equirectangular projection or cylindrical equidistant projection.Abu Rayhan Biruni (976–1048) first described a polar equi-azimuthal equidistant projection of the celestial sphere. He was regarded as the most skilled when it came to mapping cities and measuring the distances between them, which he did for many cities in the Middle East and the Indian subcontinent. He often combined astronomical readings and mathematical equations to develop methods of pin-pointing locations by recording degrees of latitude and longitude. He also developed similar techniques when it came to measuring the heights of mountains, depths of the valleys, and expanse of the horizon. He also discussed human geography and the planetary habitability of the Earth. He also calculated the latitude of Kath, Khwarezm, using the maximum altitude of the Sun, and solved a complex geodesic equation to accurately compute the Earth's circumference, which was close to modern values of the Earth's circumference. His estimate of 6,339.9 km for the Earth radius was only 16.8 km less than the modern value of 6,356.7 km. In contrast to his predecessors, who measured the Earth's circumference by sighting the Sun simultaneously from two different locations, al-Biruni developed a new method of using trigonometric calculations based on the angle between a plain and mountain top, which yielded more accurate measurements of the Earth's circumference, and made it possible for it to be measured by a single person from a single location.
The European Age of Discovery during the 16th and the 17th centuries, where many new lands were discovered and accounts by European explorers such as Christopher Columbus, Marco Polo, and James Cook revived a desire for both accurate geographic detail and more solid theoretical foundations in Europe. The problem facing both explorers and geographers was finding the latitude and longitude of a geographic location. The problem of latitude was solved long ago, but that of longitude remained; agreeing on what zero meridians should be was only part of the problem. It was left to John Harrison to solve it by inventing the chronometer H-4 in 1760, and later in 1884 for the International Meridian Conference to adopt by convention the Greenwich meridian as zero meridians.The 18th and 19th centuries were the times when geography became recognized as a discrete academic discipline, and became part of a typical university curriculum in Europe (especially Paris and Berlin). The development of many geographic societies also occurred during the 19th century, with the foundations of the Société de Géographie in 1821, the Royal Geographical Society in 1830, Russian Geographical Society in 1845, American Geographical Society in 1851, and the National Geographic Society in 1888. The influence of Immanuel Kant, Alexander von Humboldt, Carl Ritter, and Paul Vidal de la Blache can be seen as a major turning point in geography from philosophy to an academic subject.Over the past two centuries, the advancements in technology with computers have led to the development of geomatics and new practices such as participant observation and geostatistics being incorporated into geography's portfolio of tools. In the West during the 20th century, the discipline of geography went through four major phases: environmental determinism, regional geography, the quantitative revolution, and critical geography. The strong interdisciplinary links between geography and the sciences of geology and botany, as well as economics, sociology, and demographics, have also grown greatly, especially as a result of earth system science that seeks to understand the world in a holistic view. New concepts and philosophies have emerged from the rapid advancement of computers, quantitative methods, and interdisciplinary approaches. In 1970, Waldo Tobler proposed the first law of geography, "everything is related to everything else, but near things are more related than distant things." This law summarizes the first assumption geographers make about the world.
== Notable geographers ==
Alexander von Humboldt (1769–1859) – published Cosmos and founder of the sub-field biogeography.
Anne Kelly Knowles (Born 1957) – influential in the use of GIS and geographic methods in History.
Arnold Henry Guyot (1807–1884) – noted the structure of glaciers and advanced understanding in glacier motion, especially in fast ice flow.
Carl O. Sauer (1889–1975) – cultural geographer.
Carl Ritter (1779–1859) – occupied the first chair of geography at Berlin University.
Cynthia Brewer – cartographic theorist that created the Apache 2.0 licensed web application ColorBrewer.
Dana Tomlin – originator of map algebra
David Harvey (born 1935) – Marxist geographer and author of theories on spatial and urban geography, winner of the Vautrin Lud Prize.
Doreen Massey (1944–2016) – scholar in the space and places of globalization and its pluralities; winner of the Vautrin Lud Prize.
Edward Soja (1940–2015) – worked on regional development, planning, and governance and coined the terms Synekism and Postmetropolis; winner of the Vautrin Lud Prize.
Ellen Churchill Semple (1863–1932) – first female president of the Association of American Geographers.
Eratosthenes (c. 276–c. 195/194 BC) – calculated the size of the Earth.
Ernest Burgess (1886–1966) – creator of the concentric zone model.
George F. Jenks (1916-1996) – influential in computer cartography and thematic mapping
Gerardus Mercator (1512–1594) – cartographer who produced the mercator projection
John Francon Williams (1854–1911) – author of The Geography of the Oceans.
Karl Butzer (1934–2016) – German-American geographer, cultural ecologist, and environmental archaeologist.
Mark Monmonier (born 1943) – cartographic theorist that wrote numerous books contributing to Geographic Information Systems.
Mei-Po Kwan (born 1962) – contributed significantly to the use of GPS and real-time mapping within GIS
Michael Frank Goodchild (born 1944) – GIS scholar and winner of the RGS founder's medal in 2003.
Muhammad al-Idrisi (Arabic: أبو عبد الله محمد الإدريسي; Latin: Dreses) (1100–1165) – author of Nuzhatul Mushtaq.
Nigel Thrift (born 1949) – originator of non-representational theory.
Paul Vidal de La Blache (1845–1918) – founder of the French school of geopolitics, wrote the principles of human geography.
Ptolemy (c. 100–c. 170) – compiled Greek and Roman knowledge into the book Geographia.
Radhanath Sikdar (1813–1870) – calculated the height of Mount Everest.
Roger Tomlinson (1933 – 2014) – the primary originator of modern geographic information systems.
Sir Halford Mackinder (1861–1947) – co-founder of the LSE, Geographical Association.
Strabo (64/63 BC – c. AD 24) – wrote Geographica, one of the first books outlining the study of geography.
Waldo Tobler (1930–2018) – coined the first law of geography and second law of geography.
Walter Christaller (1893–1969) – human geographer and inventor of Central place theory.
William Morris Davis (1850–1934) – father of American geography and developer of the cycle of erosion.
Yi-Fu Tuan (1930–2022) – Chinese-American scholar credited with starting Humanistic Geography as a discipline.
== Institutions and societies ==
Main category: Geography Organizations
American Association of Geographers (AAG)
American Geographical Society (US)
Anton Melik Geographical Institute (Slovenia)
Gamma Theta Upsilon (international)
Institute of Geographical Information Systems (Pakistan)
International Geographical Union (International)
National Council for Geographic Education (United States)
National Geographic Society (United States)
Royal Canadian Geographical Society (Canada)
Royal Danish Geographical Society (Denmark)
Royal Geographical Society (UK)
Russian Geographical Society (Russia)
== Publications ==
Main category: Geography Journals
Annals of the American Association of Geographers
Antipode
Applied Geography
Concepts and Techniques in Modern Geography
Dialogues in Human Geography
Economic Geography
Geographia Technica
Geographical Review
Geographical Bulletin
GeoHumanities
International Journal of Geographical Information Science
Journal of Maps
Journal of Rural Studies
Journal of Transport Geography
National Geographic
Professional Geographer
Progress in Human Geography
The Geographical Journal
The Professional Geographer
== Related fields ==
=== Geology ===
The discipline of geography, especially physical geography, and geology have significant overlap. In the past, the two have often shared academic departments at universities, a point that has led to conflict over resources. Both disciplines do seek to understand the rocks on the Earth's surface and the processes that change them over time. Geology employs many of the tools and techniques of technical geographers, such as GIS and remote sensing to aid in geological mapping. However, geology includes research that goes beyond the spatial component, such as the chemical analysis of rocks and biogeochemistry.
=== History ===
The discipline of History has significant overlap with geography, especially human geography. Like geology, history and geography have shared university departments. Geography provides the spatial context within which historical events unfold. The physical geographic features of a region, such as its landforms, climate, and resources, shape human settlements, trade routes, and economic activities, which in turn influence the course of historical events. Thus, a historian must have a strong foundation in geography. Historians employ the techniques of technical geographers to create historical atlases and maps.
=== Planetary science ===
While the discipline of geography is normally concerned with the Earth, the term can also be informally used to describe the study of other worlds, such as the planets of the Solar System and even beyond. The study of systems larger than the Earth itself usually forms part of Astronomy or Cosmology. The study of other planets is usually called planetary science. Alternative terms such as areography (geography of Mars) have been employed to describe the study of other celestial objects. Ultimately, geography may be considered a subdiscipline within planetary science.
== See also ==
== References ==
== External links ==
Definition of geography at Dictionary.com
Definition of geography by Lexico
Origin and meaning of geography by Online Etymology Dictionary
Topic Dictionaries at Oxford Learner's Dictionaries
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Afghanistan
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Afghanistan, officially the Islamic Emirate of Afghanistan, is a landlocked country located at the crossroads of Central Asia and South Asia. Referred to as the Heart of Asia, it is bordered by Pakistan to the east and south, Iran to the west, Turkmenistan to the northwest, Uzbekistan to the north, Tajikistan to the northeast, and China to the northeast and east. Occupying 652,864 square kilometers (252,072 sq mi) of land, the country is predominantly mountainous with plains in the north and the southwest, which are separated by the Hindu Kush mountain range. Kabul is the country's largest city and serves as its capital. As of 2021, Afghanistan's population is 40.2 million (officially estimated to be 32.9 million).Human habitation in Afghanistan dates back to the Middle Paleolithic era, and the country's strategic location along the historic Silk Road has led it to being described, picturesquely, as the 'roundabout of the ancient world'. Popularly referred to as the graveyard of empires, the land has historically been home to various peoples and has witnessed numerous military campaigns, including those by the Persians, Alexander the Great, the Maurya Empire, Arab Muslims, the Mongols, the British, the Soviet Union, and most recently by a US-led coalition. Afghanistan also served as the source from which the Greco-Bactrians and the Mughals, amongst others, rose to form major empires. The various conquests and periods in both the Iranian and Indian cultural spheres made the area a center for Zoroastrianism, Buddhism, Hinduism, and later Islam throughout history.The modern state of Afghanistan began with the Durrani dynasty in the 18th century, with the Durrani Afghan Empire being formed by Ahmad Shah Durrani. The Durrani Empire led conquests in which, at its peak, encompassed land that spanned from eastern Iran to northern India. However, Dost Mohammad Khan is sometimes considered to be the founder of the first modern Afghan state. Following the Durrani Empire's decline and the death of Ahmad Shah Durrani and Timur Shah, a succession crisis occurred between Zaman Shah Durrani, Mahmud Shah Durrani, and Shah Shuja Durrani. Under the rule of Mahmud Shah, the execution of Fateh Khan Barakzai led to the overthrow of the Durrani dynasty, leading it to be divided into multiple smaller independent kingdoms, including but not limited to Herat, Kandahar, and Kabul. Afghanistan would be reunited in the 19th century after seven decades of civil war from 1793 to 1863, with wars of unification led by Dost Mohammad Khan from 1823 to 1863, where he conquered the independent principalities of Afghanistan under the Emirate of Kabul. Dost Mohammad died in 1863, days after his last campaign to unite Afghanistan, and Afghanistan was consequently thrown back into civil war with fighting amongst his successors. During this time, Afghanistan became a buffer state in the Great Game between the British Empire (in British-ruled India) and the Russian Empire. From India, the British attempted to subjugate Afghanistan but were repelled in the First Anglo-Afghan War. However, the Second Anglo-Afghan War saw a British victory and the successful establishment of British political influence over Afghanistan. Following the Third Anglo-Afghan War in 1919, Afghanistan became free of foreign political hegemony, and emerged as the independent Kingdom of Afghanistan in June 1926 under Amanullah Khan. This monarchy lasted almost half a century, until Zahir Shah was overthrown in 1973, following which the Republic of Afghanistan was established.
Since the late 1970s, Afghanistan's history has been dominated by extensive warfare, including coups, invasions, insurgencies, and civil wars. The conflict began in 1978 when a communist revolution established a socialist state, and subsequent infighting prompted the Soviet Union to invade Afghanistan in 1979. Mujahideen fought against the Soviets in the Soviet–Afghan War and continued fighting amongst themselves following the Soviets' withdrawal in 1989. The Islamic fundamentalist Taliban controlled most of the country by 1996, but their Islamic Emirate of Afghanistan received little international recognition before its overthrow in the 2001 US invasion of Afghanistan. The Taliban returned to power in 2021 after capturing Kabul and overthrowing the government of the Islamic Republic of Afghanistan, thus bringing an end to the 2001–2021 war. In September 2021 the Taliban re-established the Islamic Emirate of Afghanistan with an interim government made up entirely of Taliban members. The Taliban government remains internationally unrecognized.Afghanistan is rich in natural resources, including lithium, iron, zinc, and copper. It is also the world's largest producer of opium, second largest producer of cannabis resin, and third largest of both saffron and cashmere. The country is a member of the South Asian Association for Regional Cooperation and a founding member of the Organization of Islamic Cooperation. Due to the effects of war in recent decades, the country has dealt with high levels of terrorism, poverty, and child malnutrition. Afghanistan remains among the world's least developed countries, ranking 180th in the Human development Index. Afghanistan's gross domestic product (GDP) is $81 billion by purchasing power parity and $20.1 billion by nominal values. Per capita, its GDP is amongst the lowest of any country as of 2020.
== Etymology ==
Some scholars suggest that the root name Afghān is derived from the Sanskrit word Aśvakan, which was the name used for ancient inhabitants of the Hindu Kush. Aśvakan literally means "horsemen", "horse breeders", or "cavalrymen" (from aśva, the Sanskrit and Avestan words for "horse"). However, others such as Ibrahim Khan have contended that the word Afghan comes from Bactrian.Historically, the ethnonym Afghān was used to refer to ethnic Pashtuns. The Arabic and Persian form of the name, Afġān, was first attested in the 10th-century geography book Hudud al-'Alam. The last part of the name, "-stan", is a Persian suffix meaning "place of". Therefore, "Afghanistan" translates to "land of the Afghans", or "land of the Pashtuns" in a historical sense. According to the third edition of the Encyclopedia of Islam:
The name Afghanistan (Afghānistān, land of the Afghans / Pashtuns, afāghina, sing. afghān) can be traced to the early eighth/fourteenth century, when it designated the easternmost part of the Kartid realm. This name was later used for certain regions in the Ṣafavid and Mughal empires that were inhabited by Afghans. While based on a state-supporting elite of Abdālī / Durrānī Afghans, the Sadūzāʾī Durrānī polity that came into being in 1160 / 1747 was not called Afghanistan in its own day. The name became a state designation only during the colonial intervention of the nineteenth century.
The term "Afghanistan" was officially used in 1855, when the British recognized Dost Mohammad Khan as king of Afghanistan.
== Ancient history ==
Many empires and kingdoms have also risen to power in Afghanistan, such as the Greco-Bactrians, Indo-Scythians, Kushans, Kidarites, Hephthalites, Alkhons, Nezaks, Zunbils, Turk Shahis, Hindu Shahis, Lawiks, Saffarids, Samanids, Ghaznavids, Ghurids, Khaljis, Kartids, Lodis, Surs, Mughals, and finally, the Hotak and Durrani dynasties, which marked the political origins of the modern state. Throughout millennia several cities within the modern day Afghanistan served as capitals of various empires, namely, Bactra (Balkh), Alexandria on the Oxus (Ai-Khanoum), Kapisi, Sigal, Kabul, Kunduz, Zaranj, Firozkoh, Herat, Ghazna (Ghazni), Binban (Bamyan), and Kandahar.
The country has been home to various peoples through the ages, among them the ancient Iranian peoples, who established the dominant role of Indo-Iranian languages in the region. At multiple points, the land has been incorporated within vast regional empires; among them the Achaemenid Empire, the Macedonian Empire, the Maurya Empire, and the Islamic Empire. For its success in resisting foreign occupation during the 19th and 20th centuries, Afghanistan has been called the "graveyard of empires", though it is unknown who coined the phrase.
=== Prehistory and antiquity ===
Excavations of prehistoric sites suggest that humans were living in what is now Afghanistan at least 50,000 years ago, and that farming communities in the area were among the earliest in the world. An important site of early historical activities, many believe that Afghanistan compares to Egypt in terms of the historical value of its archaeological sites.
==== Ancient era ====
Archaeological exploration done in the 20th century suggests that the geographical area of Afghanistan has been closely connected by culture and trade with its neighbors to the east, west, and north. Artifacts typical of the Paleolithic, Mesolithic, Neolithic, Bronze, and Iron Ages have been found in Afghanistan. Urban civilization is believed to have begun as early as 3000 BCE, and the early city of Mundigak (near Kandahar in the south of the country) was a center of the Helmand culture. More recent findings established that the Indus Valley Civilization stretched up towards modern-day Afghanistan, making the ancient civilization today part of Pakistan, Afghanistan, and India. In more detail, it extended from what today is northwest Pakistan to northwest India and northeast Afghanistan. An Indus Valley site has been found on the Oxus River at Shortugai in northern Afghanistan. There are several smaller IVC colonies to be found in Afghanistan as well. An Indus Valley site has been found on the Oxus River at Shortugai in northern Afghanistan, which shows Afghanistan to have been a part of Indus Valley Civilization.After 2000 BCE, successive waves of semi-nomadic people from Central Asia began moving south into Afghanistan; among them were many Indo-European-speaking Indo-Iranians. These tribes later migrated further into South Asia, Western Asia, and toward Europe via the area north of the Caspian Sea. The region at the time was referred to as Ariana.
By the middle of the 6th century BCE, the Achaemenids overthrew the Medes and incorporated Arachosia, Aria, and Bactria within its eastern boundaries. An inscription on the tombstone of Darius I of Persia mentions the Kabul Valley in a list of the 29 countries that he had conquered. The region of Arachosia, around Kandahar in modern-day southern Afghanistan, used to be primarily Zoroastrian and played a key role in the transfer of the Avesta to Persia and is thus considered by some to be the "second homeland of Zoroastrianism".Alexander the Great and his Macedonian forces arrived in Afghanistan in 330 BCE after defeating Darius III of Persia a year earlier in the Battle of Gaugamela. Following Alexander's brief occupation, the successor state of the Seleucid Empire controlled the region until 305 BCE, when they gave much of it to the Maurya Empire as part of an alliance treaty. The Mauryans controlled the area south of the Hindu Kush until they were overthrown in about 185 BCE. Their decline began 60 years after Ashoka's rule ended, leading to the Hellenistic reconquest by the Greco-Bactrians. Much of it soon broke away from them and became part of the Indo-Greek Kingdom. They were defeated and expelled by the Indo-Scythians in the late 2nd century BCE.
The Silk Road appeared during the first century BCE, and Afghanistan flourished with trade, with routes to China, India, Persia, and north to the cities of Bukhara, Samarkand, and Khiva in present-day Uzbekistan. Goods and ideas were exchanged at this center point, such as Chinese silk, Persian silver and Roman gold, while the region of present Afghanistan was mining and trading lapis lazuli stones mainly from the Badakhshan region.
During the first century BCE, the Parthian Empire subjugated the region but lost it to their Indo-Parthian vassals. In the mid-to-late first century CE the vast Kushan Empire, centered in Afghanistan, became great patrons of Buddhist culture, making Buddhism flourish throughout the region. The Kushans were overthrown by the Sassanids in the 3rd century CE, though the Indo-Sassanids continued to rule at least parts of the region. They were followed by the Kidarites who, in turn, was replaced by the Hephthalites. They were replaced by the Turk Shahi in the 7th century. The Buddhist Turk Shahi of Kabul was replaced by a Hindu dynasty before the Saffarids conquered the area in 870, this Hindu dynasty was called Hindu Shahi. Much of the northeastern and southern areas of the country remained dominated by Buddhist culture.
=== Medieval history ===
==== Islamic conquest ====
Arab Muslims brought Islam to Herat and Zaranj in 642 CE and began spreading eastward; some of the native inhabitants they encountered accepted it while others revolted. Before the arrival of Islam, the region used to be home to various beliefs and cults, often resulting in Syncretism between the dominant religions such as Zoroastrianism, Buddhism or Greco-Buddhism, Ancient Iranian religions, Hinduism, Christianity, and Judaism. An exemplification of the syncretism in the region would be that people were patrons of Buddhism but still worshipped local Iranian gods such as Ahura Mazda, Lady Nana, Anahita or Mihr (Mithra) and portrayed Greek Gods like Heracles or Tyche as protectors of Buddha. The Zunbils and Kabul Shahi were first conquered in 870 CE by the Saffarid Muslims of Zaranj. Later, the Samanids extended their Islamic influence south of the Hindu Kush. It is reported that Muslims and non-Muslims still lived side by side in Kabul before the Ghaznavids rose to power in the 10th century.By the 11th century, Mahmud of Ghazni defeated the remaining Hindu rulers and effectively Islamized the wider region, with the exception of Kafiristan. Mahmud made Ghazni into an important city and patronized intellectuals such as the historian Al-Biruni and the poet Ferdowsi. The Ghaznavid dynasty was overthrown by the Ghurids in 1186, whose architectural achievements included the remote Minaret of Jam. The Ghurids controlled Afghanistan for less than a century before being conquered by the Khwarazmian dynasty in 1215.
==== Mongols and Babur with the Lodi Dynasty ====
In 1219 CE, Genghis Khan and his Mongol army overran the region. His troops are said to have annihilated the Khwarazmian cities of Herat and Balkh as well as Bamyan. The destruction caused by the Mongols forced many locals to return to an agrarian rural society. Mongol rule continued with the Ilkhanate in the northwest while the Khalji dynasty administered the Afghan tribal areas south of the Hindu Kush until the invasion of Timur (aka Tamerlane), who established the Timurid Empire in 1370. Under the rule of Shah Rukh the city served as the focal point of the Timurid Renaissance, whose glory matched Florence of the Italian Renaissance as the center of a cultural rebirth.In the early 16th century, Babur arrived from Ferghana and captured Kabul from the Arghun dynasty. Babur would go on to conquer the Afghan Lodi dynasty who had ruled the Delhi Sultanate in the First Battle of Panipat. Between the 16th and 18th century, the Uzbek Khanate of Bukhara, Iranian Safavids, and Indian Mughals ruled parts of the territory. During the Medieval Period, the northwestern area of Afghanistan was referred to by the regional name Khorasan. Two of the four capitals of Khorasan (Herat and Balkh) are now located in Afghanistan, while the regions of Kandahar, Zabulistan, Ghazni, Kabulistan, and Afghanistan formed the frontier between Khorasan and Hindustan. However, up to the 19th century the term Khorasan was commonly used among natives to describe their country; Sir George Elphinstone wrote with amazement that the country known to outsiders as "Afghanistan" was referred to by its own inhabitants as "Khorasan" and that the first Afghan official whom he met at the border welcomed him to Khorasan.
== Modern history ==
=== Hotak Dynasty ===
In 1709, Mirwais Hotak, a local Ghilzai tribal leader, successfully rebelled against the Safavids. He defeated Gurgin Khan, the Georgian governor of Kandahar under the Safavids, and established his own kingdom, also defeating many attempts for the Safavids to annex the Kingdom. Mirwais died of natural causes in 1715 and was succeeded by his brother Abdul Aziz, who was soon killed by Mirwais's son Mahmud for possibly planning to sign a peace with the Safavids. Mahmud led campaigns into modern Iran, with his first attempt in 1719 besieging Kerman, but this attempt failed. Mahmud led the Afghan army in 1722 to the Persian capital of Isfahan, and captured the city after the Battle of Gulnabad and proclaimed himself King of Persia. The Afghan dynasty was ousted from Persia by Nader Shah after the 1729 Battle of Damghan.
==== Fall of the Hotak Dynasty ====
In 1738, Nader Shah and his forces captured Kandahar in the siege of Kandahar, the last Hotak stronghold, from Shah Hussain Hotak. Soon after, the Persian and Afghan forces invaded India, Nader Shah had plundered Delhi, alongside his 16-year-old commander, Ahmad Shah Durrani who had assisted him on these campaigns. Nader Shah was assassinated in 1747.
==== Rise of the Durrani Empire ====
After the death of Nader Shah in 1747, Ahmad Shah Durrani had returned to Kandahar with a contingent of 4,000 Pashtuns. The Abdalis had "unanimously accepted" Ahmad Shah as their new leader. With his ascension in 1747, Ahmad Shah had led multiple campaigns against the Mughal Empire, Maratha Empire, and then-receding Afsharid Empire. Ahmad Shah had captured Kabul and Peshawar from the Mughal appointed governor, Nasir Khan. Ahmad Shah had then conquered Herat in 1750, and had also captured Kashmir in 1752. Ahmad Shah had launched two campaigns into Khorasan, (1750–1751) and (1754–1755). His first campaign had seen the siege of Mashhad, however, he was forced to retreat after four months. In November 1750, he moved to siege Nishapur, but he was unable to capture the city and was forced to retreat after heavy losses in early 1751. Ahmad Shah returned in 1754; he captured Tun, and on 23 July, he sieged Mashhad once again. Mashhad had fallen on 2 December, but Shahrokh was reappointed in 1755. He was forced to give up Torshiz, Bakharz, Jam, Khaf, and Turbat-e Haidari to the Afghans, as well as accept Afghan sovereignty. Following this, Ahmad Shah had sieged Nishapur once again, and captured it.
==== Objectives and Invasions of India ====
Ahmad Shah invaded India eight times during his reign. With the capture of Peshawar, Ahmad Shah had a convenient striking point to lead his military campaigns into Punjab and India.
Ahmad Shah had sought out multiple reasons for his invasions. He saw Afghanistan in a dire state, and one that needed to expand and exploit a weak but rich neighboring country, so he sought the reasons needed to fill his treasury in a conquest-based economy. Ahmad Shah launched his first invasion in 1748. Crossing the Indus River, his armies sacked and absorbed Lahore into the Durrani Realm. He met Mughal armies at the Battle of Manupur (1748), where he was defeated and forced to retreat to back to Afghanistan. He returned the next year in 1749 and captured the area around Lahore and Punjab, presenting it as an Afghan victory for this campaign. From 1749 to 1767, Ahmad Shah led six more invasions, the most important being the last; the Third Battle of Panipat created a power vacuum in northern India, halting Maratha expansion.
=== Death of Ahmad Shah and his successors ===
Ahmad Shah Durrani died in October 1772, and a civil war over succession followed, with his named successor, Timur Shah Durrani succeeding him after the defeat of his brother, Suleiman Mirza.Timur Shah Durrani ascended to the throne in November 1772, having defeated a coalition under Shah Wali Khan, the influential prime minister of the Durrani Empire, and Humayun Mirza. Timur Shah began his reign by consolidating power toward himself and people loyal to him, purging Durrani Sardars and influential tribal leaders in Kabul and Kandahar to bring support toward himself. One of Timur Shah's reforms was to move the capital of the Durrani Empire from Kandahar to Kabul. Kabul was better as a base of operations since it was essentially the heartland of the empire, and Kabul is the modern capital of Afghanistan today. Timur Shah fought multiple series of rebellions to consolidate and hold the empire together, and he also led campaigns into Punjab against the Sikhs like his father, though more successfully. The most prominent example of his battles during this campaign was when he led his forces under Zangi Khan Durrani – with over 18,000 men total of Afghan, Qizilbash, and Mongol cavalrymen – against over 60,000 Sikh men. The Sikhs lost over 30,000 in this battle and staged a Durrani resurgence in the Punjab region The Durranis lost Multan in 1772 after Ahmad Shah's death. Following this victory by Timur Shah, Timur Shah was able to lay siege to Multan and recapture it, incorporating it into the Durrani Empire once again, reintegrating it as a province until the Siege of Multan (1818). Timur Shah was succeeded by his son Zaman Shah Durrani after his death on in May 1793. Timur Shah's reign oversaw the attempted stabilization and consolidation of the empire. However, Timur Shah had over 24 sons, which plunged the empire in civil war over succession crises.Zaman Shah Durrani succeeded to the Durrani Throne following the death of his father, Timur Shah Durrani. His brothers Mahmud Shah Durrani and Humayun Mirza revolted against him, with Humayun centered in Kandahar and Mahmud Shah centered in Herat. Zaman Shah would defeat Humayun and force the loyalty of Mahmud Shah Durrani. Securing his position on the throne, Zaman Shah led three campaigns into Punjab. The first two campaigns captured Lahore, but he retreated due to intel about a possible Qajar invasion. Zaman Shah embarked on his third campaign for Punjab in 1800 to deal with a rebellious Ranjit Singh. However, he was forced to withdraw, and Zaman Shah's reign was ended by Mahmud Shah Durrani. However, just under two years in his reign, Mahmud Shah Durrani was deposed by his brother Shah Shuja Durrani (on 13 July 1803). Shah Shuja attempted to consolidate the Durrani Realm but was deposed by his brother at the Battle of Nimla (1809). Mahmud Shah Durrani defeated Shah Shuja and forced him to flee, usurping the throne again. His second reign began on 3 May 1809.
==== Barakzai dynasty and British wars ====
By the early 19th century, the Afghan empire was under threat from the Persians in the west and the Sikh Empire in the east. Fateh Khan, leader of the Barakzai tribe, installed many of his brothers in positions of power throughout the empire, mostly ruling as governors of major cities and provinces. Fateh Khan was brutally murdered in 1818 by Mahmud Shah. As a result, the brothers of Fateh Khan and the Barakzai tribe rebelled, and a civil war brewed between the Sadozais and the Barakzais. During this turbulent period, Afghanistan fractured into many states. These included the Principality of Qandahar, Emirate of Herat, Khanate of Qunduz, Maimana Khanate, and many more states. The most prominent state was the Emirate of Kabul, ruled by Dost Mohammad Khan after he declared himself emir in summer 1826, having usurped the throne from his brother Sultan Mohammad Khan. He was later granted the title of Amir al-Mu'minin for waging jihad against the Sikhs in 1834. With the collapse of the Durrani Empire, and the exile of the Sadozai Dynasty to be left to rule in Herat while Afghanistan was in this turbulent period of civil war, Punjab and Kashmir were lost to Ranjit Singh, ruler of the Sikh Empire, who invaded Khyber Pakhtunkhwa in March 1823 and captured the city of Peshawar following the Battle of Nowshera, placing the Peshawar Sardars under his suzerainty. (This was one of the many entities that split following the collapse of the Durrani Empire) In 1834, Dost Mohammad Khan led numerous campaigns, firstly campaigning to Jalalabad, and then allying with his rival brothers in Kandahar to defeat Shah Shuja Durrani and the British in the Expedition of Shuja ul-Mulk. In 1837, Dost Mohammad Khan attempted to conquer Peshawar and sent a large force under his son Wazir Akbar Khan, leading to the Battle of Jamrud near the Khyber Pass. Akbar Khan and the Afghan army failed to capture the Jamrud Fort from the Sikh Khalsa Army, but killed Sikh Commander Hari Singh Nalwa, thus ending the Afghan-Sikh Wars. By this time the British were advancing from the east, capitalizing off of the decline of the Sikh Empire after it had its own period of turbulence following the death of Ranjit Singh, which engaged the Emirate of Kabul in the first major conflict during "The Great Game".
In 1839, a British expeditionary force marched into Afghanistan, invading the Principality of Qandahar, and in August 1839, seized Kabul, forcing Dost Mohammad into shelter while he raised resistance. Dost Mohammad Khan defeated the British in the Parwan campaign, but surrendered following his victory. He was replaced with the former Durrani ruler Shah Shuja Durrani as the new ruler of Kabul, who was, unbeknownst to him, a de facto puppet of the British on the throne. Following an uprising that saw the assassination of Shah Shuja, the 1842 retreat from Kabul of British-Indian forces and the annihilation of Elphinstone's army, and the punitive expedition of The Battle of Kabul that led to its sacking, the British gave up on their attempts to try and subjugate Afghanistan, which allowed Dost Mohammad Khan to return as ruler. He would spend most of his reign consolidating the parts of Afghanistan that were lost in the Afghan civil war which raged from 1793 to 1863. He launched numerous campaigns after returning to power in 1842, ruling only from Kabul, Ghazni, and other cities when he had returned. Dost Mohammad united most of the Afghan realm in his reign, securing the last major state, Herat, in his final campaign. During his campaigns of re-unification, he held friendly relations with the British despite internal and external pressure to invade the British during the Sepoy mutiny, and affirmed their status toward each other in the Second Anglo-Afghan treaty of 1857. Dost Mohammad died on 9 June 1863, a few weeks after his campaign to capture Herat. Dost Mohammad's successors would fight for the throne of Afghanistan, between Sher Ali Khan, Mohammad Afzal Khan, and Mohammad Azam Khan in the Afghan Civil War (1863–1869). Sher Ali would win this civil war and would go on to rule the realm until 1878, when the British returned in the Second Anglo-Afghan War to fight over perceived Russian influence in the region. Abdur Rahman Khan replaced Ayub Khan, who had succeeded Sher Ali Khan after his death in 1879. Britain gained control of Afghanistan's foreign relations as part of the Treaty of Gandamak of 1879, making it an official British Protected State. In 1893, Amir Abdur Rahman signed an agreement in which the ethnic Pashtun and Baloch territories were divided by the Durand Line, which forms the modern-day border between Pakistan and Afghanistan. Shia-dominated Hazarajat and pagan Kafiristan remained politically independent until being conquered by Abdur Rahman Khan in 1891–1896. He was known as the "Iron Amir" for his features and his ruthless methods against tribes. He viewed railway and telegraph lines coming from the Russian and British as trojan horses and therefore prevented railway development in Afghanistan. He died in 1901, succeeded by his son, Habibullah Khan.
How can a small power like Afghanistan, which is like a goat between these lions [Britain and Russia] or a grain of wheat between two strong millstones of the grinding mill, [could] stand in the midway of the stones without being ground to dust?
During the First World War, when Afghanistan was neutral, Habibullah Khan was met by officials of the Central Powers in the Niedermayer–Hentig Expedition. They called on Afghanistan to declare full independence from the United Kingdom, join them and attack British India, as part of the Hindu–German Conspiracy. The effort to bring Afghanistan into the Central Powers failed, but it sparked discontent among the population about maintaining neutrality with the British. Habibullah was assassinated during a hunting trip in February 1919, and Amanullah Khan eventually assumed power. A staunch supporter of the 1915–1916 expeditions, Amanullah Khan provoked the Third Anglo-Afghan War, entering British India via the Khyber Pass.
After the end of the Third Anglo-Afghan War and the signing of the Treaty of Rawalpindi on 19 August 1919, Emir Amanullah Khan declared the Emirate of Afghanistan a sovereign and fully independent state. He moved to end his country's traditional isolation by establishing diplomatic relations with the international community, particularly with the Soviet Union and the Weimar Republic of Germany. He proclaimed himself King of Afghanistan on 9 June 1926, when the Emirate of Afghanistan became the Kingdom of Afghanistan. Following a 1927–1928 tour of Europe and Turkey, he introduced several reforms intended to modernize his nation. A key force behind these reforms was Mahmud Tarzi, an ardent supporter of the education of women. He fought for Article 68 of Afghanistan's 1923 constitution, which made elementary education compulsory. The institution of slavery was abolished in the Emirate of Afghanistan in 1923. King Amanullah's wife, Queen Soraya, was an important figure during this period in the fight for woman's education and against their oppression.Some of the reforms that were put in place, such as the abolition of the traditional burqa for women and the opening of several co-educational schools, quickly alienated many tribal and religious leaders, and this led to the Afghan Civil War (1928–1929). Faced with the overwhelming armed opposition, King Amanullah abdicated in January 1929, and soon after Kabul fell to Saqqawist forces led by Habibullah Kalakani. Prince Mohammed Nadir Shah, Amanullah's cousin, in turn defeated and killed Kalakani in October 1929, and was declared King Nadir Shah. He abandoned the reforms of King Amanullah in favor of a more gradual approach to modernization, but was assassinated in 1933 by Abdul Khaliq, a 15-year-old Hazara student who was an Amanullah loyalist.Mohammed Zahir Shah, Nadir Shah's 19-year-old son, succeeded to the throne and reigned as king from 1933 to 1973. During the tribal revolts of 1944–1947, King Zahir's reign was challenged by Zadran, Safi, Mangal, and Wazir tribesmen led by Mazrak Zadran, Salemai, and Mirzali Khan, among others – many of whom were Amanullah loyalists. Close relations with the Muslim states Turkey, the Hashemite Kingdom of Iraq and Iran/Persia were also pursued, while further international relations were sought by joining the League of Nations in 1934. The 1930s saw the development of roads, infrastructure, the founding of a national bank, and increased education. Road links in the north played a large part in a growing cotton and textile industry. The country built close relationships with the Axis powers, with Nazi Germany having the largest share in Afghan development at the time, along with the Kingdom of Italy and the Empire of Japan.
Afghanistan has performed the function in central Asia which Korea and Laos-Cambodia have performed in East and Southeast Asia: a regional flashpoint of colliding Great Power interests.
=== Contemporary history ===
Until 1946, King Zahir ruled with the assistance of his uncle, who held the post of prime minister and continued the policies of Nadir Shah. Another of Zahir Shah's uncles, Shah Mahmud Khan, became prime minister in 1946 and began an experiment allowing greater political freedom, but reversed the policy when it went further than he expected. He was replaced in 1953 by Mohammed Daoud Khan, the King's cousin and brother-in-law, and a Pashtun nationalist who sought the creation of a Pashtunistan, leading to highly tense relations with Pakistan. During his 10 years at the post (until 1963), Daoud Khan pressed for social modernization reforms and sought a closer relationship with the Soviet Union. Afterward, the 1964 constitution was formed, and the first non-royal prime minister was sworn in.King Zahir Shah, like his father Nadir Shah, had a policy of maintaining national independence while pursuing gradual modernization, creating nationalist feeling, and improving relations with the United Kingdom. However, Afghanistan remained neutral and was neither a participant in World War II nor aligned with either power bloc in the Cold War thereafter. However, it was a beneficiary of the latter rivalry as both the Soviet Union and the United States vied for influence by building Afghanistan's main highways, airports, and other vital infrastructure in the post-war period. On a per capita basis, Afghanistan received more Soviet development aid than any other country. Afghanistan had, therefore, good relations with both Cold War enemies. In 1973, while the King was in Italy, Daoud Khan launched a bloodless coup and became the first president of Afghanistan, abolishing the monarchy.
==== Democratic Republic and Soviet war ====
In April 1978, the communist People's Democratic Party of Afghanistan (PDPA) seized power in a bloody coup d'état against then-President Mohammed Daoud Khan, in what is called the Saur Revolution. The PDPA declared the establishment of the Democratic Republic of Afghanistan, with its first leader named as People's Democratic Party General Secretary Nur Muhammad Taraki. This would trigger a series of events that would dramatically turn Afghanistan from a poor and secluded (albeit peaceful) country to a hotbed of international terrorism. The PDPA initiated various social, symbolic, and land distribution reforms that provoked strong opposition, while also brutally oppressing political dissidents. This caused unrest and quickly expanded into a state of civil war by 1979, waged by guerrilla mujahideen (and smaller Maoist guerrillas) against regime forces countrywide. It quickly turned into a proxy war as the Pakistani government provided these rebels with covert training centers, the United States supported them through Pakistan's Inter-Services Intelligence (ISI), and the Soviet Union sent thousands of military advisers to support the PDPA regime. Meanwhile, there was increasingly hostile friction between the competing factions of the PDPA – the dominant Khalq and the more moderate Parcham.In September 1979, PDPA General Secretary Taraki was assassinated in an internal coup orchestrated by fellow Khalq member, then-prime minister Hafizullah Amin, who became the new general secretary of the People's Democratic Party. The situation in the country deteriorated under Amin, and thousands of people went missing. Displeased with Amin's government, the Soviet Army invaded the country in December 1979, heading for Kabul and killing Amin just three days later. A Soviet-organized regime, led by Parcham's Babrak Karmal but inclusive of both factions (Parcham and Khalq), filled the vacuum. Soviet troops in more substantial numbers were deployed to stabilize Afghanistan under Karmal, marking the beginning of the Soviet–Afghan War. The United States and Pakistan, along with smaller actors like Saudi Arabia and China, continued supporting the rebels, delivering billions of dollars in cash and weapons including two thousand FIM-92 Stinger surface-to-air missiles. Lasting nine years, the war caused the deaths of between 562,000 and 2 million Afghans, and displaced about 6 million people who subsequently fled Afghanistan, mainly to Pakistan and Iran. Heavy air bombardment destroyed many countryside villages, millions of landmines were planted, and some cities such as Herat and Kandahar were also damaged from bombardment. Pakistan's North-West Frontier Province functioned as an organizational and networking base for the anti-Soviet Afghan resistance, with the province's influential Deobandi ulama playing a major supporting role in promoting the "jihad". After the Soviet withdrawal, the civil war ensued until the communist regime under People's Democratic Party leader Mohammad Najibullah collapsed in 1992.The Soviet-Afghan War had drastic social effects on Afghanistan. The militarization of society led to heavily armed police, private bodyguards, openly armed civil defense groups, and other such things becoming the norm in Afghanistan for decades thereafter. The traditional power structure had shifted from clergy, community elders, intelligentsia, and military in favor of powerful warlords.
==== Post–Cold War conflict ====
Another civil war broke out after the creation of a dysfunctional coalition government between leaders of various mujahideen factions. Amid a state of anarchy and factional infighting, various mujahideen factions committed widespread rape, murder and extortion, while Kabul was heavily bombarded and partially destroyed by the fighting. Several failed reconciliations and alliances occurred between different leaders. The Taliban emerged in September 1994 as a movement and militia of students (talib) from Islamic madrassas (schools) in Pakistan, who soon had military support from Pakistan. Taking control of Kandahar city that year, they conquered more territories until finally driving out the government of Rabbani from Kabul in 1996, where they established an emirate that gained international recognition from three countries: Pakistan, Saudi Arabia, and the United Arab Emirates. The Taliban were condemned internationally for the harsh enforcement of their interpretation of Islamic sharia law, which resulted in the brutal treatment of many Afghans, especially women. During their rule, the Taliban and their allies committed massacres against Afghan civilians, denied UN food supplies to starving civilians and conducted a policy of scorched earth, burning vast areas of fertile land and destroying tens of thousands of homes.After the fall of Kabul to the Taliban, Ahmad Shah Massoud and Abdul Rashid Dostum formed the Northern Alliance, later joined by others, to resist the Taliban. Dostum's forces were defeated by the Taliban during the Battles of Mazar-i-Sharif in 1997 and 1998; Pakistan's Chief of Army Staff, Pervez Musharraf, began sending thousands of Pakistanis to help the Taliban defeat the Northern Alliance. By 2000, the Northern Alliance only controlled 10% of territory, cornered in the northeast. On 9 September 2001, Massoud was assassinated by two Arab suicide attackers in Panjshir Valley. Around 400,000 Afghans died in internal conflicts between 1990 and 2001.
==== US invasion and Islamic Republic ====
In October 2001, the United States invaded Afghanistan to remove the Taliban from power after they refused to hand over Osama bin Laden, the prime suspect of the September 11 attacks, who was a "guest" of the Taliban and was operating his al-Qaeda network in Afghanistan. The majority of Afghans supported the American invasion of their country. During the initial invasion, US and UK forces bombed al-Qaeda training camps, and later working with the Northern Alliance, the Taliban regime came to an end.
In December 2001, after the Taliban government was overthrown, the Afghan Interim Administration under Hamid Karzai was formed. The International Security Assistance Force (ISAF) was established by the UN Security Council to help assist the Karzai administration and provide basic security. By this time, after two decades of war as well as an acute famine at the time, Afghanistan had one of the highest infant and child mortality rates in the world, the lowest life expectancy, much of the population were hungry, and infrastructure was in ruins. Many foreign donors started providing aid and assistance to rebuild the war-torn country.Taliban forces meanwhile began regrouping inside Pakistan, while more coalition troops entered Afghanistan to help the rebuilding process. The Taliban began an insurgency to regain control of Afghanistan. Over the next decade, ISAF and Afghan troops led many offensives against the Taliban, but failed to fully defeat them. Afghanistan remained one of the poorest countries in the world because of a lack of foreign investment, government corruption, and the Taliban insurgency.Meanwhile, Karzai attempted to unite the peoples of the country, and the Afghan government was able to build some democratic structures, adopting a constitution in 2004 with the name Islamic Republic of Afghanistan. Attempts were made, often with the support of foreign donor countries, to improve the country's economy, healthcare, education, transport, and agriculture. ISAF forces also began to train the Afghan National Security Forces. Following 2002, nearly five million Afghans were repatriated. The number of NATO troops present in Afghanistan peaked at 140,000 in 2011, dropping to about 16,000 in 2018.In September 2014 Ashraf Ghani became president after the 2014 presidential election where for the first time in Afghanistan's history power was democratically transferred. On 28 December 2014, NATO formally ended ISAF combat operations in Afghanistan and transferred full security responsibility to the Afghan government. The NATO-led Operation Resolute Support was formed the same day as a successor to ISAF. Thousands of NATO troops remained in the country to train and advise Afghan government forces and continue their fight against the Taliban.
On 19 February 2020, the US–Taliban deal was made in Qatar. The 2020 US–Taliban deal was one of the critical events that caused the collapse of the Afghan National Security Forces (ANSF); following the signing of the deal, the US dramatically reduced the number of air attacks and deprived the ANSF of a critical edge in fighting the Taliban insurgency, leading to the Taliban takeover of Kabul.
==== Second Taliban era ====
NATO Secretary General Jens Stoltenberg announced on 14 April 2021 that the alliance had agreed to start withdrawing its troops from Afghanistan by 1 May. Soon after NATO troops began withdrawing, the Taliban launched an offensive against the Afghan government and quickly advanced in front of collapsing Afghan government forces. The Taliban captured the capital city of Kabul on 15 August 2021, after regaining control over a vast majority of Afghanistan. Several foreign diplomats and Afghan government officials, including president Ashraf Ghani, were evacuated from the country, with many Afghan civilians attempting to flee along with them. An unofficial "coordination council" led by senior statesmen was formed the next day to transfer the state institutions of the Islamic Republic of Afghanistan to the Taliban. On 17 August, first vice president Amrullah Saleh proclaimed himself caretaker president and announced the formation of an anti-Taliban front with a reported 6,000+ troops in the Panjshir Valley, along with Ahmad Massoud. However, by 6 September, the Taliban had taken control of most of Panjshir Province, with resistance fighters retreating to the mountains. Clashes in the valley ceased mid-September, as Saleh and Massoud had fled to neighboring Tajikistan.According to the Costs of War Project, 176,000 people were killed in the conflict, including 46,319 civilians, between 2001 and 2021. According to the Uppsala Conflict Data Program, at least 212,191 people were killed in the conflict. Following the 2001 invasion, more than 5.7 million refugees returned to Afghanistan; however, in 2021, 2.6 million Afghans remained refugees, primarily in Iran and Pakistan, and another 4 million were internally displaced.
The Taliban government is led by supreme leader Hibatullah Akhundzada and acting prime minister Hasan Akhund, who took office on 7 September 2021. Akhund is one of the four founders of the Taliban and was a deputy prime minister of the previous emirate; his appointment was seen as a compromise between moderates and hardliners. A new, all-male cabinet was formed, which included Abdul Hakim Haqqani as minister of justice. On 20 September 2021, United Nations Secretary-General António Guterres received a letter from acting minister of foreign affairs Amir Khan Muttaqi to formally claim Afghanistan's seat as a member state for their official spokesman in Doha, Suhail Shaheen. The United Nations did not recognize the previous Taliban government and chose to work with the then-government in exile instead.Western nations suspended most of their humanitarian aid to Afghanistan following the Taliban's August 2021 takeover of the country; the World Bank and International Monetary Fund also halted their payments. More than half of Afghanistan's 39 million people faced an acute food shortage in October 2021. Human Rights Watch reported on 11 November 2021 that Afghanistan was facing widespread famine due to an economic and banking crisis.Though the state of war in the country ended in 2021, armed conflict persists in some regions amid fighting between the Taliban and the local branch of the Islamic State, as well as an anti-Taliban Republican insurgency. A year into Taliban rule, former president Hamid Karzai said in an interview: "In terms of [an] end to widespread fighting and conflict, we are happy – there's more stability, there's more security. But in terms of Afghanistan having a government that all Afghan people find themselves [in], we still have a way to go. In terms of the economy of the country, it's a disaster."Following their return to power, the Taliban have significantly tackled corruption, now being placed as 150th on the corruption watchdog perception index. A massive upgrade from its former position at 180th in 2011, and 174th in 2021. In 2011, the country ranked next to Somalia, and North Korea. The Taliban have also reportedly reduced bribery and extortion in public service areas. At the same time, the human rights situation in the country deteriorated.
== Geography ==
Afghanistan is located in Southern-Central Asia. The region centered at Afghanistan is considered the "crossroads of Asia", and the country has had the nickname Heart of Asia. The renowned Urdu poet Allama Iqbal once wrote about the country:Asia is a body of water and earth, of which the Afghan nation is the heart. From its discord, the discord of Asia; and from its accord, the accord of Asia.
At over 652,864 km2 (252,072 sq mi), Afghanistan is the world's 41st largest country, slightly bigger than France and smaller than Myanmar, and about the size of Texas in the United States. There is no coastline, as Afghanistan is landlocked. Afghanistan shares its longest land border (the Durand Line) with Pakistan to the east and south, followed by borders with Tajikistan to the northeast, Iran to the west, Turkmenistan to the north-west, Uzbekistan to the north and China to the far northeast; India recognizes a border with Afghanistan through Pakistani-administered Kashmir. Clockwise from south-west, Afghanistan shares borders with the Sistan and Baluchestan Province, South Khorasan Province and Razavi Khorasan Province of Iran; Ahal Region, Mary Region and Lebap Region of Turkmenistan; Surxondaryo Region of Uzbekistan; Khatlon Region and Gorno-Badakhshan Autonomous Region of Tajikistan; Xinjiang Uyghur Autonomous Region of China; and the Gilgit-Baltistan territory, Khyber Pakhtunkhwa province and Balochistan province of Pakistan.The geography in Afghanistan is varied, but is mostly mountainous and rugged, with some unusual mountain ridges accompanied by plateaus and river basins. It is dominated by the Hindu Kush range, the western extension of the Himalayas that stretches to eastern Tibet via the Pamir Mountains and Karakoram Mountains in Afghanistan's far north-east. Most of the highest points are in the east consisting of fertile mountain valleys, often considered part of the "Roof of the World". The Hindu Kush ends at the west-central highlands, creating plains in the north and southwest, namely the Turkestan Plains and the Sistan Basin; these two regions consist of rolling grasslands and semi-deserts, and hot windy deserts, respectively. Forests exist in the corridor between Nuristan and Paktika provinces (see East Afghan montane conifer forests), and tundra in the northeast. The country's highest point is Noshaq, at 7,492 m (24,580 ft) above sea level. The lowest point lies in Jowzjan Province along the Amu River bank, at 258 m (846 ft) above sea level.
Despite having numerous rivers and reservoirs, large parts of the country are dry. The endorheic Sistan Basin is one of the driest regions in the world. The Amu Darya rises at the north of the Hindu Kush, while the nearby Hari Rud flows west towards Herat, and the Arghandab River from the central region southwards. To the south and west of the Hindu Kush flow a number of streams that are tributaries of the Indus River, such as the Helmand River. One exception is the Kabul River which flows in an easterly direction to the Indus ending at the Indian Ocean. Afghanistan receives heavy snow during the winter in the Hindu Kush and Pamir Mountains, and the melting snow in the spring season enters the rivers, lakes, and streams. However, two-thirds of the country's water flows into the neighboring countries of Iran, Pakistan, and Turkmenistan. As reported in 2010, the state needs more than US$2 billion to rehabilitate its irrigation systems so that the water is properly managed.The northeastern Hindu Kush mountain range, in and around the Badakhshan Province of Afghanistan, is in a geologically active area where earthquakes may occur almost every year. They can be deadly and destructive, causing landslides in some parts or avalanches during the winter. The last strong earthquakes were in 1998, which killed about 6,000 people in Badakhshan near Tajikistan. This was followed by the 2002 Hindu Kush earthquakes in which over 150 people were killed and over 1,000 injured. A 2010 earthquake left 11 Afghans dead, over 70 injured, and more than 2,000 houses destroyed. In June 2022, a destructive 5.9 earthquake struck near the border with Pakistan, killing at least 1,150 people and sparking fears of a major humanitarian crisis.
=== Climate ===
Afghanistan has a continental climate with harsh winters in the central highlands, the glaciated northeast (around Nuristan), and the Wakhan Corridor, where the average temperature in January is below −15 °C (5 °F) and can reach −26 °C (−15 °F), and hot summers in the low-lying areas of the Sistan Basin of the southwest, the Jalalabad basin in the east, and the Turkestan plains along the Amu River in the north, where temperatures average over 35 °C (95 °F) in July and can go over 43 °C (109 °F). The country is generally arid in the summers, with most rainfall falling between December and April. The lower areas of northern and western Afghanistan are the driest, with precipitation more common in the east. Although proximate to India, Afghanistan is mostly outside the monsoon zone, except the Nuristan Province which occasionally receives summer monsoon rain.
=== Biodiversity ===
Several types of mammals exist throughout Afghanistan. Snow leopards, Siberian tigers and brown bears live in the high elevation alpine tundra regions. The Marco Polo sheep exclusively live in the Wakhan Corridor region of north-east Afghanistan. Foxes, wolves, otters, deer, wild sheep, lynx and other big cats populate the mountain forest region of the east. In the semi-desert northern plains, wildlife include a variety of birds, hedgehogs, gophers, and large carnivores such as jackals and hyenas.Gazelles, wild pigs and jackals populate the steppe plains of the south and west, while mongoose and cheetahs exist in the semi-desert south. Marmots and ibex also live in the high mountains of Afghanistan, and pheasants exist in some parts of the country. The Afghan hound is a native breed of dog known for its fast speed and its long hair; it is relatively known in the west.Endemic fauna of Afghanistan includes the Afghan flying squirrel, Afghan snowfinch, Paradactylodon (or the "Paghman mountain salamander"), Stigmella kasyi, Vulcaniella kabulensis, Afghan leopard gecko, Wheeleria parviflorellus, amongst others. Endemic flora include Iris afghanica. Afghanistan has a wide variety of birds despite its relatively arid climate – an estimated 460 species of which 235 breed within.The forest region of Afghanistan has vegetation such as pine trees, spruce trees, fir trees and larches, whereas the steppe grassland regions consist of broadleaf trees, short grass, perennial plants and shrublands. The colder high elevation regions are composed of hardy grasses and small flowering plants. Several regions are designated protected areas; there are three national parks: Band-e Amir, Wakhan and Nuristan. Afghanistan had a 2018 Forest Landscape Integrity Index mean score of 8.85/10, ranking it 15th globally out of 172 countries.
== Demographics ==
The population of Afghanistan was estimated at 32.9 million as of 2019 by the Afghanistan Statistics and Information Authority, whereas the UN estimates over 38.0 million. In 1979 the total population was reported to be about 15.5 million. About 23.9% of them are urbanite, 71.4% live in rural areas, and the remaining 4.7% are nomadic. An additional 3 million or so Afghans are temporarily housed in neighboring Pakistan and Iran, most of whom were born and raised in those two countries. As of 2013, Afghanistan was the largest refugee-producing country in the world, a title held for 32 years.
The current population growth rate is 2.37%, one of the highest in the world outside of Africa. This population is expected to reach 82 million by 2050 if current population trends continue. The population of Afghanistan increased steadily until the 1980s, when civil war caused millions to flee to other countries such as Pakistan. Millions have since returned and the war conditions contribute to the country having the highest fertility rate outside Africa. Afghanistan's healthcare has recovered since the turn of the century, causing falls in infant mortality and increases in life expectancy, although it has the lowest life expectance of any country outside Africa. This (along with other factors such as returning refugees) caused rapid population growth in the 2000s that has only recently started to slow down. The Gini coefficient in 2008 was 27.8.
=== Ethnicity and languages ===
Afghans are divided into several ethnolinguistic groups. According to research data by several institutions in 2019, the Pashtuns are the largest ethnic group, comprising 42%, followed by Tajiks, comprising 27% of the country's population. The other two major ethnic groups are the Hazaras and Uzbeks, each at 9%. A further 10 other ethnic groups are recognized and each are represented in the Afghan National Anthem.Dari and Pashto are the official languages of Afghanistan; bilingualism is very common. Dari, which is also referred to as Eastern Persian as it is a variety of and mutually intelligible with Persian (and very often called 'Farsi' by some Afghans like in Iran) functions as the lingua franca in Kabul as well as in much of the northern and northwestern parts of the country. Native speakers of Dari, of any ethnicity, are sometimes called Farsiwans. Pashto is the native tongue of the Pashtuns, although many of them are also fluent in Dari while some non-Pashtuns are fluent in Pashto. Despite the Pashtuns having been dominant in Afghan politics for centuries, Dari remained the preferred language for government and bureaucracy.
According to CIA World Factbook, Dari Persian is spoken by 78% (L1 + L2) and functions as the lingua franca, while Pashto is spoken by 50%, Uzbek 10%, English 5%, Turkmen 2%, Urdu 2%, Pashayi 1%, Nuristani 1%, Arabic 1%, and Balochi 1% (2021 est). Data represent the most widely spoken languages; shares sum to more than 100% because there is much bilingualism in the country and because respondents were allowed to select more than one language. There are a number of smaller regional languages, including Uzbek, Turkmen, Balochi, Pashayi, and Nuristani.When it comes to foreign languages among the populace, many are able to speak or understand Hindustani (Urdu-Hindi), partly due to returning Afghan refugees from Pakistan and the popularity of Bollywood films respectively. English is also understood by some of the population, and has been gaining popularity as of the 2000s. Some Afghans retain some ability in Russian, which was taught in public schools during the 1980s.
=== Religion ===
The CIA estimated in 2009 that 99.7% of the Afghan population was Muslim and most are thought to adhere to the Sunni Hanafi school. According to Pew Research Center, as much as 90% are of the Sunni denomination, 7% Shia and 3% non-denominational. The CIA Factbook variously estimates up to 89.7% Sunni or up to 15% Shia.Afghan Sikhs and Hindus are also found in certain major cities (namely Kabul, Jalalabad, Ghazni, Kandahar) accompanied by gurdwaras and mandirs. According to Deutsche Welle in September 2021, 250 remain in the country after 67 were evacuated to India.There was a small Jewish community in Afghanistan, living mainly in Herat and Kabul. Over the years, this small community was forced leave due to decades of warfare and religious persecution. By the end of the twentieth century, nearly the entire community had emigrated to Israel and the United States, with one known exception, Herat-born Zablon Simintov. He remained for years, being the caretaker of the only remaining Afghan synagogue. He left the country for the US after the second Taliban takeover. A woman who left shortly after him has since been identified as the likely last Jew in Afghanistan.Afghan Christians, who number 500–8,000, practice their faith secretly due to intense societal opposition, and there are no public churches.
=== Urbanization ===
As estimated by the CIA World Factbook, 26% of the population was urbanized as of 2020. This is one of the lowest figures in the world; in Asia it is only higher than Cambodia, Nepal and Sri Lanka. Urbanization has increased rapidly, particularly in the capital Kabul, due to returning refugees from Pakistan and Iran after 2001, internally displaced people, and rural migrants. Urbanization in Afghanistan is different from typical urbanization in that it is centered on just a few cities.The only city with over a million residents is its capital, Kabul, located in the east of the country. The other large cities are located generally in the "ring" around the Central Highlands, namely Kandahar in the south, Herat in the west, Mazar-i-Sharif, Kunduz in the north, and Jalalabad in the east.
=== Education ===
Education in Afghanistan is overseen by the Ministry of Education and the Ministry of Higher Education. There are over 16,000 schools in the country and roughly 9 million students. Of this, about 60% are males and 40% females. However, the new regime has thus far forbidden female teachers and female students from returning to secondary schools. Over 174,000 students are enrolled in different universities around the country. About 21% of these are females. Former Education Minister Ghulam Farooq Wardak had stated that construction of 8,000 schools is required for the remaining children who are deprived of formal learning. As of 2018 the literacy rate of the population age 15 and older is 43.02% (males 55.48% and females 29.81%).The top universities in Afghanistan are the American University of Afghanistan (AUAF) followed by Kabul University (KU), both of which are located in Kabul. The National Military Academy of Afghanistan, modeled after the United States Military Academy at West Point, was a four-year military development institution dedicated to graduating officers for the Afghan Armed Forces. The Afghan Defense University was constructed near Qargha in Kabul. Major universities outside of Kabul include Kandahar University in the south, Herat University in the northwest, Balkh University and Kunduz University in the north, Nangarhar University and Khost University in the east. Kabul University was founded in 1932 and is a respected institute that played a significant part in the country's education; from the 1960s the Kabul University was also a hotbed of radical political ideologies such as Marxism and Islamism, which played major parts in society, politics and the war that began in 1978.After the Taliban regained power in 2021, it became unclear to what extent female education would continue in the country. In March 2022, after they had been closed for some time, it was announced that secondary education would be reopened shortly. However, shortly before reopening, the order was rescinded and schools for older girls remained closed.Despite the ban, six provinces, Balkh, Kunduz, Jowzjan, Sar-I-Pul, Faryab, and the Day Kundi provinces still allow girl's schools from grade 6 and up.
=== Health ===
According to the Human Development Index, Afghanistan is the 15th least developed country in the world. The average life expectancy is estimated to be around 60 years. The country's maternal mortality rate is 396 deaths/100,000 live births and its infant mortality rate is 66 to 112.8 deaths in every 1,000 live births. The Ministry of Public Health plans to cut the infant mortality rate to 400 for every 100,000 live births before 2020. The country has more than 3,000 midwives, with an additional 300 to 400 being trained each year.There are over 100 hospitals in Afghanistan, with the most advanced treatments being available in Kabul. The French Medical Institute for Children and Indira Gandhi Children's Hospital in Kabul are the leading children's hospitals in the country. Some of the other leading hospitals in Kabul include the Jamhuriat Hospital and Jinnah Hospital. In spite of all this, many Afghans travel to Pakistan and India for advanced treatment.
It was reported in 2006 that nearly 60% of the Afghan population lives within a two-hour walk of the nearest health facility. Disability rate is also high in Afghanistan due to the decades of war. It was reported recently that about 80,000 people are missing limbs. Non-governmental charities such as Save the Children and Mahboba's Promise assist orphans in association with governmental structures. Demographic and Health Surveys is working with the Indian Institute of Health Management Research and others to conduct a survey in Afghanistan focusing on maternal death, among other things.
== Governance ==
Following the effective collapse of the Islamic Republic of Afghanistan during the 2021 Taliban offensive, the Taliban declared the country an Islamic Emirate. A new caretaker government was announced on 7 September. As of 8 September 2021, no other country had formally recognized the Islamic Emirate of Afghanistan as the de jure government of Afghanistan.A traditional instrument of governance in Afghanistan is the loya jirga (grand assembly), a Pashtun consultative meeting that was mainly organized for choosing a new head of state, adopting a new constitution, or to settle national or regional issue such as war. Loya jirgas have been held since at least 1747, with the most recent one occurring in August 2020.
=== Development of Taliban government ===
On 17 August 2021, the leader of the Taliban-affiliated Hezb-e-Islami Gulbuddin party, Gulbuddin Hekmatyar, met with both Hamid Karzai, the former President of Afghanistan, and Abdullah Abdullah, the former chairman of the High Council for National Reconciliation and former Chief Executive, in Doha, Qatar, with the aim of forming a national unity government. President Ashraf Ghani, having fled the country during the Taliban advance to either Tajikistan or Uzbekistan, emerged in the United Arab Emirates and said that he supported such negotiations and was in talks to return to Afghanistan. Many figures within the Taliban generally agreed that continuation of the 2004 Constitution of Afghanistan may, if correctly applied, be workable as the basis for the new religious state as their objections to the former government were political, and not religious.Hours after the final flight of American troops left Kabul on 30 August, a Taliban official interviewed said that a new government would likely be announced as early as Friday 3 September after Jumu'ah. It was added that Hibatullah Akhundzada would be officially named Emir, with cabinet ministers being revealed at the Arg in an official ceremony. Abdul Ghani Baradar would be named head of government as Prime Minister, while other important positions would go to Sirajuddin Haqqani and Mullah Yaqoob. Beneath the supreme leader, day-to-day governance will be entrusted to the cabinet.
According to CNN, the new government is likely to be a unitary Deobandist Islamic republic. In a report by CNN-News18, sources said the new government was going to be governed similarly to Iran with Haibatullah Akhundzada as supreme leader similar to the role of Saayid Ali Khamenei, and would be based out of Kandahar. Baradar or Yaqoob would be head of government as Prime Minister. The government's ministries and agencies will be under a cabinet presided over by the Prime Minister. The Supreme Leader would preside over an executive body known Supreme Council with anywhere from 11 to 72 members. Abdul Hakim Haqqani is likely to be promoted to Chief Justice. According to the report, the new government will take place within the framework of an amended 1964 Constitution of Afghanistan.However, later interviews disclosed to News18 that negotiations were not yet completed and that representatives were still in Kandahar, and that the announcement of the new government would not take place until 4 September or later. Government formation was further delayed with the announcement postponed to some time during the week of 6 September, due to concerns about forming a broad-based government acceptable to the international community. It was later added however that the Taliban's Rahbari Shura, the group's leadership council was divided between the hardline Haqqani Network and moderate Abdul Ghani Baradar over appointments needed to form an "inclusive" government. This culminated in a skirmish which led to Baradar being injured and treated in Pakistan. It was speculated that the government would be announced on 11 September 2021, the 20th anniversary of the 9/11 attacks, with invitations possibly being extended to the governments of Turkey, China, Iran, Pakistan, and Qatar.As of early September, the Taliban were planning the Cabinet to be men-only, stating that women would not be allowed to "work in high-ranking posts" in the government and that women were "ruled out" from the Cabinet. Journalists and other human rights activists, mostly women, protested in Herat and Kabul, calling for women to be included in the Cabinet. The acting Cabinet announced on 7 September was men-only, and the Ministry of Women's Affairs appeared to have been abolished. On March 23, 2022, there were reports a cabinet shakeup was underway as another meeting of the Leadership Council was held in Kandahar for the second time since the Taliban Islamic Movement came to power as a way to get international recognition. The last meeting of the Leadership Council was held from August 28, 2021, to August 30, 2021.
=== Administrative divisions ===
Afghanistan is administratively divided into 34 provinces (wilayat). Each province has a governor and a capital. The country is further divided into nearly 400 provincial districts, each of which normally covers a city or several villages. Each district is represented by a district governor.
The provincial governors are now appointed by the Prime Minister of Afghanistan, and the district governors are selected by the provincial governors. The provincial governors are representatives of the central government in Kabul and are responsible for all administrative and formal issues within their provinces. There are also provincial councils that are elected through direct and general elections for four years. The functions of provincial councils are to take part in provincial development planning and to participate in the monitoring and appraisal of other provincial governance institutions.
According to article 140 of the constitution and the presidential decree on electoral law, mayors of cities should be elected through free and direct elections for a four-year term. In practice however, mayors are appointed by the government.The following is a list of all the 34 provinces in alphabetical order:
=== Foreign relations ===
Afghanistan became a member of the United Nations in 1946. Historically, Afghanistan had strong relations with Germany, one of the first countries to recognize Afghanistan's independence in 1919; the Soviet Union, which provided much aid and military training for Afghanistan's forces and includes the signing of a Treaty of Friendship in 1921 and 1978; and India, with which a friendship treaty was signed in 1950. Relations with Pakistan have often been tense for various reasons such as the Durand Line border issue and alleged Pakistani involvement in Afghan insurgent groups.
The present Islamic Emirate of Afghanistan is currently internationally unrecognized, but has had notable unofficial ties with China, Pakistan, and Qatar. Under the previous Islamic Republic of Afghanistan, it enjoyed cordial relations with a number of NATO and allied nations, particularly the United States, Canada, United Kingdom, Germany, Australia, and Turkey. In 2012, the United States and the then-republic in Afghanistan signed their Strategic Partnership Agreement in which Afghanistan became a major non-NATO ally. Such qualification was rescinded by US President Joe Biden in July 2022.
=== Military ===
The Armed Forces of the Islamic Emirate of Afghanistan captured a large amount of weapons, hardware, vehicles, aerocrafts, and equipment from the Afghan National Security Forces following the 2021 Taliban offensive and the Fall of Kabul. The total value of the captured equipment has been estimated at US$83 billion.
=== Human rights ===
Homosexuality is taboo in Afghan society; according to the Penal Code, homosexual intimacy is punished by up to a year in prison. With implementing Sharia law offenders can be punished by death. However an ancient tradition involving male homosexual acts between children and older men (typically wealthy warlords or elite people) called bacha bazi persists.
Religious minorities such as Sikhs, Hindus, and Christians have reportedly faced persecution in the country.Since May 2022, all women in Afghanistan have been required by law to wear full-body coverings when in public (either a burqa or an abaya paired with a niqāb, which leaves only the eyes uncovered). In a May interview with Christiane Amanpour, First Deputy Leader Sirajuddin Haqqani claimed the decree is only advisory and no form of hijab is compulsory in Afghanistan, though this contradicts the reality. It has been speculated that there is a genuine internal policy division over women's rights between hardliners, including leader Hibatullah Akhundzada, and pragmatists, though they publicly present a united front. Another decree was issued shortly after the first, requiring female TV presenters to cover their faces during broadcasts. Since the Taliban takeover, suicides among women have become more common, and the country could now be one of the few where the rate of suicide among women surpasses that among men.In May 2022, the Taliban dissolved Afghanistan's Human Rights Commission along with four other government departments, citing the country's budget deficit.
== Economy ==
Afghanistan's nominal GDP was $20.1 billion in 2020, or $81 billion by purchasing power parity (PPP). Its GDP per capita is $2,459 (PPP) and $611 by nominal. Despite having $1 trillion or more in mineral deposits, it remains one of the world's least developed countries. Afghanistan's rough physical geography and its landlocked status has been cited as reasons why the country has always been among the least developed in the modern era – a factor where progress is also slowed by contemporary conflict and political instability. The country imports over $7 billion worth of goods but exports only $784 million, mainly fruits and nuts. It has $2.8 billion in external debt. The service sector contributed the most to the GDP (55.9%) followed by agriculture (23%) and industry (21.1%).While the nation's current account deficit is largely financed with donor money, only a small portion is provided directly to the government budget. The rest is provided to non-budgetary expenditure and donor-designated projects through the United Nations system and non-governmental organizations.Da Afghanistan Bank serves as the central bank of the nation and the Afghani (AFN) is the national currency, with an exchange rate of about 75 Afghanis to 1 US dollar. A number of local and foreign banks operate in the country, including the Afghanistan International Bank, New Kabul Bank, Azizi Bank, Pashtany Bank, Standard Chartered Bank, and the First Micro Finance Bank.
One of the main drivers for the current economic recovery is the return of over 5 million expatriates, who brought with them entrepreneurship and wealth-creating skills as well as much needed funds to start up businesses. Many Afghans are now involved in construction, which is one of the largest industries in the country. Some of the major national construction projects include the $35 billion New Kabul City next to the capital, the Aino Mena project in Kandahar, and the Ghazi Amanullah Khan Town near Jalalabad. Similar development projects have also begun in Herat, Mazar-e-Sharif, and other cities. An estimated 400,000 people enter the labor market each year.Several small companies and factories began operating in different parts of the country, which not only provide revenues to the government but also create new jobs. Improvements to the business environment have resulted in more than $1.5 billion in telecom investment and created more than 100,000 jobs since 2003. Afghan rugs are becoming popular again, allowing many carpet dealers around the country to hire more workers; in 2016–17 it was the fourth most exported group of items.Afghanistan is a member of WTO, SAARC, ECO, and OIC. It holds an observer status in SCO. In 2018, a majority of imports come from either Iran, China, Pakistan and Kazakhstan, while 84% of exports are to Pakistan and India.Since the Taliban's takeover of the country in August 2021, the United States has frozen about $9 billion in assets belonging to the Afghan central bank, blocking the Taliban from accessing billions of dollars held in US bank accounts.The GDP of Afghanistan is estimated to have dropped by 20% following the Taliban return to power. Following this, after months of free-fall, the Afghan economy began stabilizing, as a result of the Taliban's restrictions on smuggled imports, limits on banking transactions, and U.N aid. In 2023, the Afghan economy began seeing signs of revival. This has also been followed by stable exchange rates, low inflation, stable revenue collection, and the rise of trade in exports.
=== Agriculture ===
Agricultural production is the backbone of Afghanistan's economy and has traditionally dominated the economy, employing about 40% of the workforce as of 2018. The country is known for producing pomegranates, grapes, apricots, melons, and several other fresh and dry fruits. It is also known as the world's largest producer of opium – as much as 16% or more of the nation's economy is derived from the cultivation and sale of opium. It is also one of the world's top producers of cannabis.Saffron, the most expensive spice, grows in Afghanistan, particularly Herat Province. In recent years, there has been an uptick in saffron production, which authorities and farmers trying to replace poppy cultivation. Between 2012 and 2019, the saffron cultivated and produced in Afghanistan was consecutively ranked the world's best by the International Taste and Quality Institute. Production hit record high in 2019 (19,469 kg of saffron), and one kilogram is sold domestically between $634 and $1147.The availability of cheap diesel-powered water pumps imported from China and Pakistan, and in the 2010s, of cheap solar power to pump water, resulted in expansion of agriculture and population in the southwestern deserts of Afghanistan in Kandahar Province, Helmand Province and Nimruz Province in the 2010s. Wells have gradually been deepened, but water resources are limited. Opium is the major crop, but as of 2022, was under attack by the new Taliban government which, in order to suppress opium production, was systematically suppressing water pumping. In a 2023 report, poppy cultivation in southern Afghanistan was reduced by over 80% as a result of Taliban campaigns to stop its use toward Opium. This included a 99% reduction of Opium growth in the Helmand Province.
=== Mining ===
The country's natural resources include: coal, copper, iron ore, lithium, uranium, rare earth elements, chromite, gold, zinc, talc, barite, sulfur, lead, marble, precious and semi-precious stones, natural gas, and petroleum. In 2010, US and Afghan government officials estimated that untapped mineral deposits located in 2007 by the US Geological Survey are worth at least $1 trillion.Michael E. O'Hanlon of the Brookings Institution estimated that if Afghanistan generates about $10 billion per year from its mineral deposits, its gross national product would double and provide long-term funding for Afghan security forces and other critical needs. The United States Geological Survey (USGS) estimated in 2006 that northern Afghanistan has an average 460 million m3 (2.9 billion bbl) of crude oil, 440 billion m3 (15.7 trillion cu ft) of natural gas, and 67 billion L (562 million US bbl) of natural gas liquids. In 2011, Afghanistan signed an oil exploration contract with China National Petroleum Corporation (CNPC) for the development of three oil fields along the Amu Darya river in the north.The country has significant amounts of lithium, copper, gold, coal, iron ore, and other minerals. The Khanashin carbonatite in Helmand Province contains 1,000,000 tonnes (980,000 long tons; 1,100,000 short tons) of rare earth elements. In 2007, a 30-year lease was granted for the Aynak copper mine to the China Metallurgical Group for $3 billion, making it the biggest foreign investment and private business venture in Afghanistan's history. The state-run Steel Authority of India won the mining rights to develop the huge Hajigak iron ore deposit in central Afghanistan. Government officials estimate that 30% of the country's untapped mineral deposits are worth at least $1 trillion. One official asserted that "this will become the backbone of the Afghan economy" and a Pentagon memo stated that Afghanistan could become the "Saudi Arabia of lithium". The lithium reserves of 21 Mio. tons could amount to the ones of Bolivia, which is currently viewed as the country with the largest lithium reserves. Other larger deposits are the ones of bauxite and cobalt. In a 2011 news story, the CSM reported, "The United States and other Western nations that have borne the brunt of the cost of the Afghan war have been conspicuously absent from the bidding process on Afghanistan's mineral deposits, leaving it mostly to regional powers."Access to biocapacity in Afghanistan is lower than world average. In 2016, Afghanistan had 0.43 global hectares of biocapacity per person within its territory, much less than the world average of 1.6 global hectares per person. In 2016 Afghanistan used 0.73 global hectares of biocapacity per person - their ecological footprint of consumption. This means they use just under double as much biocapacity as Afghanistan contains. As a result, Afghanistan is running a biocapacity deficit.
== Infrastructure ==
=== Energy ===
According to the World Bank, 98% of the rural population have access to electricity in 2018, up from 28% in 2008. Overall the figure stands at 98.7%. As of 2016, Afghanistan produces 1,400 megawatts of power, but still imports the majority of electricity via transmission lines from Iran and the Central Asian states. The majority of electricity production is via hydropower, helped by the amount of rivers and streams that flow from the mountains. However electricity is not always reliable and blackouts happen, including in Kabul. In recent years an increasing number of solar, biomass and wind power plants have been constructed. Currently under development are the CASA-1000 project which will transmit electricity from Kyrgyzstan and Tajikistan, and the Turkmenistan-Afghanistan-Pakistan-India (TAPI) gas pipeline. Power is managed by the Da Afghanistan Breshna Sherkat (DABS, Afghanistan Electricity Company).
Important dams include the Kajaki Dam, Dahla Dam, and the Sardeh Band Dam.
=== Tourism ===
Tourism is a small industry in Afghanistan due to security issues. Nevertheless, some 20,000 foreign tourists visit the country annually as of 2016. In particular an important region for domestic and international tourism is the picturesque Bamyan Valley, which includes lakes, canyons and historical sites, helped by the fact it is in a safe area away from insurgent activity. Smaller numbers visit and trek in regions such as the Wakhan Valley, which is also one of the world's most remote communities. From the late 1960s onwards, Afghanistan was a popular stop on the famous hippie trail, attracting many Europeans and Americans. Coming from Iran, the trail traveled through various Afghan provinces and cities including Herat, Kandahar and Kabul before crossing to northern Pakistan, northern India, and Nepal. Tourism peaked in 1977, the year before the start of political instability and armed conflict.
The city of Ghazni has significant history and historical sites, and together with Bamyan city have in recent years been voted Islamic Cultural Capital and South Asia Cultural Capital respectively. The cities of Herat, Kandahar, Balkh, and Zaranj are also very historic. The Minaret of Jam in the Hari River valley is a UNESCO World Heritage Site. A cloak reputedly worn by Islam's prophet Muhammad is kept inside the Shrine of the Cloak in Kandahar, a city founded by Alexander the Great and the first capital of Afghanistan. The citadel of Alexander in the western city of Herat has been renovated in recent years and is a popular attraction. In the north of the country is the Shrine of Ali, believed by many to be the location where Ali was buried. The National Museum of Afghanistan is located in Kabul and hosts a large number of Buddhist, Bactrian Greek and early Islamic antiquities; the museum suffered greatly by civil war but has been slowly restoring since the early 2000s.
=== Communication ===
Telecommunication services in Afghanistan are provided by Afghan Telecom, Afghan Wireless, Etisalat, MTN Group, and Roshan. The country uses its own space satellite called Afghansat 1, which provides services to millions of phone, internet, and television subscribers. By 2001 following years of civil war, telecommunications was virtually a non-existent sector, but by 2016 it had grown to a $2 billion industry, with 22 million mobile phone subscribers and 5 million internet users. The sector employs at least 120,000 people nationwide.
=== Transportation ===
Due to Afghanistan's geography, transport between various parts of the country has historically been difficult. The backbone of Afghanistan's road network is Highway 1, often called the "Ring Road", which extends for 2,210 kilometres (1,370 mi) and connects five major cities: Kabul, Ghazni, Kandahar, Herat and Mazar-i-Sharif, with spurs to Kunduz and Jalalabad and various border crossings, while skirting around the mountains of the Hindu Kush.The Ring Road is crucially important for domestic and international trade and the economy. A key portion of the Ring Road is the Salang Tunnel, completed in 1964, which facilitates travel through the Hindu Kush mountain range and connects northern and southern Afghanistan. It is the only land route that connects Central Asia to the Indian subcontinent. Several mountain passes allow travel between the Hindu Kush in other areas. Serious traffic accidents are common on Afghan roads and highways, particularly on the Kabul–Kandahar and the Kabul–Jalalabad Road. Traveling by bus in Afghanistan remains dangerous due to militant activities.
Air transport in Afghanistan is provided by the national carrier, Ariana Afghan Airlines, and by the private company Kam Air. Airlines from a number of countries also provide flights in and out of the country. These include Air India, Emirates, Gulf Air, Iran Aseman Airlines, Pakistan International Airlines, and Turkish Airlines. The country has four international airports: Hamid Karzai International Airport (formerly Kabul International Airport), Kandahar International Airport, Herat International Airport, and Mazar-e Sharif International Airport. Including domestic airports, there are 43. Bagram Air Base is a major military airfield.
The country has three rail links: one, a 75-kilometre (47 mi) line from Mazar-i-Sharif to the Uzbekistan border; a 10-kilometre (6.2 mi) long line from Toraghundi to the Turkmenistan border (where it continues as part of Turkmen Railways); and a short link from Aqina across the Turkmen border to Kerki, which is planned to be extended further across Afghanistan. These lines are used for freight only and there is no passenger service. A rail line between Khaf, Iran and Herat, western Afghanistan, intended for both freight and passengers, is under construction as of 2019. About 125 kilometres (78 mi) of the line will lie on the Afghan side. There are various proposals for the construction of additional rail lines in the country.Private vehicle ownership has increased substantially since the early 2000s. Taxis are yellow in color and consist of both cars and auto rickshaws. In rural Afghanistan, villagers often use donkeys, mules or horses to transport or carry goods. Camels are primarily used by the Kochi nomads. Bicycles are popular throughout Afghanistan.
== Culture ==
Afghans have both common cultural features and those that differ between the regions of Afghanistan, each with distinctive cultures partly as a result of geographic obstacles that divide the country. Family is the mainstay of Afghan society and families are often headed by a patriarch. In the southern and eastern region, the people live according to the Pashtun culture by following Pashtunwali (the Pashtun way). Key tenets of Pashtunwali include hospitality, the provision of sanctuary to those seeking refuge, and revenge for the shedding of blood. The Pashtuns are largely connected to the culture of Central Asia and the Iranian Plateau. The remaining Afghans are culturally Persian and Turkic. Some non-Pashtuns who live in proximity with Pashtuns have adopted Pashtunwali in a process called Pashtunization, while some Pashtuns have been Persianized. Those who have lived in Pakistan and Iran over the last 30 years have been further influenced by the cultures of those neighboring nations. The Afghan people are known to be strongly religious.Afghans, particularly Pashtuns, are noted for their tribal solidarity and high regard for personal honor. One writer considers the tribal system to be the best way of organizing large groups of people in a country that is geographically difficult, and in a society that, from a materialistic point of view, has an uncomplicated lifestyle. There are various Afghan tribes, and an estimated 2–3 million nomads. Afghan culture is deeply Islamic, but pre-Islamic practices persist. One example is bacha bazi, a term for activities involving sexual relations between older men and younger adolescent men, or boys. Child marriage is prevalent in Afghanistan; the legal age for marriage is 16. The most preferred marriage in Afghan society is to one's parallel cousin, and the groom is often expected to pay a bride price.
In the villages, families typically occupy mudbrick houses, or compounds with mudbrick or stone walled houses. Villages typically have a headman (malik), a master for water distribution (mirab) and a religious teacher (mullah). Men would typically work on the fields, joined by women during harvest. About 15% of the population are nomadic, locally called kochis. When nomads pass villages they often buy supplies such as tea, wheat and kerosene from the villagers; villagers buy wool and milk from the nomads.Afghan clothing for both men and women typically consists of various forms of shalwar kameez, especially perahan tunban and khet partug. Women would normally wear a chador for head covering; some women, typically from highly conservative communities, wear the burqa, a full body covering. These were worn by some women of the Pashtun community well before Islam came to the region, but the Taliban enforced this dress on women when they were in power. Another popular dress is the chapan which acts as a coat. The karakul is a hat made from the fur of a specific regional breed of sheep. It was favored by former kings of Afghanistan and became known to much of the world in the 21st century when it was constantly worn by President Hamid Karzai. The pakol is another traditional hat originating from the far east of the country; it was popularly worn by the guerrilla leader Ahmad Shah Massoud. The Mazari hat originates from northern Afghanistan.
=== Architecture ===
The nation has a complex history that has survived either in its current cultures or in the form of various languages and monuments. Afghanistan contains many remnants from all ages, including Greek and Buddhist stupas, monasteries, monuments, temples and Islamic minarets. Among the most well known are the Great Mosque of Herat, the Blue Mosque, the Minaret of Jam, the Chil Zena, the Qala-i Bost in Lashkargah, the ancient Greek city of Ai-Khanoum. However, many of its historic monuments have been damaged in modern times due to the civil wars. The two famous Buddhas of Bamiyan were destroyed by the Taliban, who regarded them as idolatrous. Despite that, archaeologists are still finding Buddhist relics in different parts of the country, some of them dating back to the 2nd century. As there was no colonialism in the modern era in Afghanistan, European-style architecture is rare but does exist: the Victory Arch at Paghman and the Darul Aman Palace in Kabul were built in this style in the 1920s by the Afghans themselves.
Afghan Architecture also ranges deep into India such as the Tomb of Sher Shah Suri, an Afghan Emperor of India.
=== Art and ceramics ===
Carpet weaving is an ancient practice in Afghanistan, and many of these are still handmade by tribal and nomadic people today. Carpets have been produced in the region for thousands of years and traditionally done by women. Some crafters express their feelings through the designs of rugs; for example after the outbreak of the Soviet–Afghan War, "war rugs", a variant of Afghan rugs, were created with designs representing pain and misery caused by the conflict. Every province has its own specific characteristics in making rugs. In some of the Turkic-populated areas in the north-west, bride and wedding ceremony prices are driven by the bride's weaving skills.Pottery has been crafted in Afghanistan for millennia. The village of Istalif, north of Kabul, is in particular a major center, known for its unique turquoise and green pottery, and their methods of crafting have remained the same for centuries. Much of lapis lazuli stones were earthed in modern-day Afghanistan which were used in Chinese porcelain as cobalt blue, later used in ancient Mesopotamia and Turkey.The lands of Afghanistan have a long history of art, with the world's earliest known usage of oil painting found in cave murals in the country. A notable art style that developed in Afghanistan and eastern Pakistan is Gandhara Art, produced by a fusion of Greco-Roman art and Buddhist art between the 1st and 7th centuries CE. Later eras saw increased use of the Persian miniature style, with Kamaleddin Behzad of Herat being one of the most notable miniature artists of the Timurid and early Safavid periods. Since the 1900s, the nation began to use Western techniques in art. Abdul Ghafoor Breshna was a prominent Afghan painter and sketch artist from Kabul during the 20th century.
=== Media and entertainment ===
Afghanistan has around 350 radio stations and over 200 television stations. Radio Television Afghanistan, originating from 1925, is the state public broadcaster. Television programs began airing in the 1970s and today there are many private television channels such as TOLO and Shamshad TV. The first Afghan newspaper was published in 1873, and there are hundreds of print outlets today. By the 1920s, Radio Kabul was broadcasting local radio services. Voice of America, BBC, and Radio Free Europe/Radio Liberty (RFE/RL) broadcast in both of Afghanistan's official languages on radio. Press restrictions have been gradually relaxed and private media diversified since 2002, after more than two decades of tight controls.
Afghans have long been accustomed to watching Indian Bollywood films and listening to its filmi songs. It has been claimed that Afghanistan is among the biggest markets for the Hindi film industry. The stereotypes of Afghans in India (Kabuliwala or Pathani) have also been represented in some Bollywood films by actors. Many Bollywood film stars have roots in Afghanistan, including Salman Khan, Saif Ali Khan, Aamir Khan, Feroz Khan, Kader Khan, Naseeruddin Shah, Zarine Khan, Celina Jaitly, and a number of others. Several Bollywood films have been shot inside Afghanistan, including Dharmatma, Khuda Gawah, Escape from Taliban, and Kabul Express.
=== Music ===
Afghan classical music has close historical links with Indian classical music and use the same Hindustani terminology and theories like raga. Genres of this style of music include ghazal (poetic music) and instruments such as the Indian tabla, sitar and harmonium, and local instruments like zerbaghali, as well as dayereh and tanbur which are also known in Central Asia, the Caucasus and the Middle East. The rubab is the country's national instrument and precurses the Indian sarod instrument. Some of the famous artists of classical music include Ustad Sarahang and Sarban.Pop music developed in the 1950s through Radio Kabul and was influential in social change. During this time female artists also started appearing, at first Mermon Parwin. Perhaps the most famous artist of this genre was Ahmad Zahir, who synthesized many genres and continues to be renowned for his voice and rich lyrics long after his death in 1979. Other notable masters of traditional or popular Afghan music include Nashenas, Ubaidullah Jan, Mahwash, Ahmad Wali, Farhad Darya, and Naghma.Attan is the national dance of Afghanistan, a group dance popularly performed by Afghans of all backgrounds. The dance is considered part of Afghan identity.
=== Cuisine ===
Afghan cuisine is largely based upon the nation's chief crops, such as wheat, maize, barley and rice. Accompanying these staples are native fruits and vegetables as well as dairy products such as milk, yogurt, and whey. Kabuli palaw is the national dish of Afghanistan. The nation's culinary specialties reflect its ethnic and geographic diversity. Afghanistan is known for its high-quality pomegranates, grapes, and sweet melons. Tea is a favorite drink among Afghans. A typical Afghan diet consists of naan, yogurt, rice, and meat.
=== Literature ===
Classic Persian and Pashto poetry are a cherished part of Afghan culture. Poetry has always been one of the major educational pillars in the region, to the level that it has integrated itself into culture. One of the poetic styles is called landay. A popular theme in Afghan folklore and mythology are Divs, monstrous creatures. Thursdays are traditionally "poetry night" in the city of Herat when men, women and children gather and recite both ancient and modern poems.The Afghan region has produced countless Persian-speaking poets and writers from the Middle Ages to the present day, among which three mystical authors are considered true national glories (although claimed with equal ardor by Iran), namely: Khwaja Abdullah Ansari of Herat, a great mystic and Sufi saint in the 11th century, Sanai of Ghazni, author of mystical poems in the 12th century, and, finally, Rumi of Balkh, in the 13th century, considered the persophonist throughout the world as the greatest mystical poet of the entire Muslim world. The Afghan Pashto literature, although quantitatively remarkable and in great growth in the last century, has always had an essentially local meaning and importance, feeling the influence of both Persian literature and the contiguous literatures of India. Both main literatures, from the second half of the nineteenth century, have shown themselves to be sensitive to genres (novel, theater), movements and stylistic features imported from Europe.
Khushal Khan Khattak of the 17th century is considered the national poet. Other notable poets include Rabi'a Balkhi, Jami, Rahman Baba, Khalilullah Khalili, and Parween Pazhwak.
=== Holidays and festivals ===
Afghanistan's official New Year starts with Nowruz, an ancient tradition that started as a Zoroastrian celebration in present-day Iran, and with which it shares the annual celebration along with several other countries. It occurs every year at the vernal equinox. In Afghanistan, Nowruz is typically celebrated with music and dance, as well as holding buzkashi tournaments.Yaldā, another nationally celebrated ancient tradition, commemorates the ancient goddess Mithra and marks the longest night of the year on the eve of the winter solstice (čelle ye zemestān; usually falling on 20 or 21 December), during which families gather together to recite poetry and eat fruits—particularly the red fruits watermelon and pomegranate, as well as mixed nuts.Religious festivals are also celebrated; as a predominantly Muslim country, Islamic events and festivals such as Ramadan, Eid al-Fitr and Ashura are widely celebrated annually in Afghanistan. The Sikh festival of Vaisakhi is celebrated by the Sikh community and the Hindu festival Diwali by the Hindu community.National Independence Day is celebrated on 19 August to mark the Anglo-Afghan Treaty of 1919 under King Amanullah Khan and the country's full independence. Several international celebrations are also officially held in Afghanistan, such as International Workers' Day and International Women's Day. Some regional festivals include the Pamir Festival, which celebrates the culture of the Wakhi and Kyrgyz peoples, the Red Flower Festival (during Nowruz) in Mazar-i-Sharif and the Damboora Festival in Bamyan Province.
=== Sports ===
Sport in Afghanistan is managed by the Afghan Sports Federation. Cricket and Association football are the two most popular sports in the country. The Afghan Sports Federation promotes cricket, association football, basketball, volleyball, golf, handball, boxing, taekwondo, weightlifting, bodybuilding, track and field, skating, bowling, snooker, chess, and other sports.
Afghanistan's sports teams are increasingly celebrating titles at international events. basketball team won the first team sports title at the 2010 South Asian Games. Later that year, the country's cricket team followed it with the winning of 2009–10 ICC Intercontinental Cup. In 2012, the country's 3x3 basketball team won the gold medal at the 2012 Asian Beach Games. In 2013, Afghanistan's football team followed as it won the SAFF Championship.The Afghan national cricket team, which was formed in 2001, participated in the 2009 ICC World Cup Qualifier, 2010 ICC World Cricket League Division One and the 2010 ICC World Twenty20. It won the ACC Twenty20 Cup in 2007, 2009, 2011 and 2013. The team eventually made it and played in the 2015 Cricket World Cup. The Afghanistan Cricket Board (ACB) is the official governing body of the sport and is headquartered in Kabul. The Alokozay Kabul International Cricket Ground serves as the nation's main cricket stadium. There are several other stadiums throughout the country, including the Ghazi Amanullah Khan International Cricket Stadium near Jalalabad. Domestically, cricket is played between teams from different provinces.
The Afghanistan national football team has been competing in international football since 1941. The national team plays its home games at the Ghazi Stadium in Kabul, while football in Afghanistan is governed by the Afghanistan Football Federation. The national team has never competed or qualified for the FIFA World Cup but has recently won an international football trophy in 2013. The country also has a national team in the sport of futsal, a 5-a-side variation of football.
The traditional and the national sport of Afghanistan is buzkashi, mainly popular in the north, but also having a following in other parts of the country. It is similar to polo, played by horsemen in two teams, each trying to grab and hold a goat carcass. The Afghan Hound (a type of running dog) originated in Afghanistan and was formerly used in wolf hunting. In 2002, traveler Rory Stewart reported that dogs were still used for wolf hunting in remote areas.
== See also ==
Outline of Afghanistan
== Explanatory notes ==
== References ==
=== Citations ===
=== General and cited sources ===
== Further reading ==
== External links ==
Afghanistan. The World Factbook. Central Intelligence Agency.
Afghanistan web resources provided by GovPubs at the University of Colorado Boulder Libraries
Afghanistan at Curlie
Wikimedia Atlas of Afghanistan
Research Guide to Afghanistan Archived 23 August 2015 at the Wayback Machine
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Azerbaijan
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Azerbaijan (UK: , US: ; Azerbaijani: Azərbaycan, [ɑːzæɾbɑjˈdʒɑn]), officially the Republic of Azerbaijan, is a transcontinental country located at the boundary of Eastern Europe and West Asia. It is a part of the South Caucasus region and is bounded by the Caspian Sea to the east, Russia (Republic of Dagestan) to the north, Georgia to the northwest, Armenia and Turkey to the west, and Iran to the south. Baku is the capital and largest city.
The Azerbaijan Democratic Republic proclaimed its independence from the Transcaucasian Democratic Federative Republic in 1918 and became the first secular democratic Muslim-majority state. In 1920, the country was incorporated into the Soviet Union as the Azerbaijan SSR. The modern Republic of Azerbaijan proclaimed its independence on 30 August 1991, shortly before the dissolution of the Soviet Union in the same year. In September 1991, the ethnic Armenian majority of the Nagorno-Karabakh region formed the self-proclaimed Republic of Artsakh. The region and seven surrounding districts are internationally recognized as part of Azerbaijan, pending a solution to the status of Nagorno-Karabakh through negotiations facilitated by the OSCE, although it became de facto independent with the end of the First Nagorno-Karabakh War in 1994. Following the Second Nagorno-Karabakh War in 2020, the seven districts and parts of Nagorno-Karabakh were returned to Azerbaijani control.Azerbaijan is a unitary semi-presidential republic. It is one of six independent Turkic states and an active member of the Organization of Turkic States and the TÜRKSOY community. Azerbaijan has diplomatic relations with 182 countries and holds membership in 38 international organizations, including the United Nations, the Council of Europe, the Non-Aligned Movement, the OSCE, and the NATO PfP program. It is one of the founding members of GUAM, the CIS, and the OPCW. Azerbaijan is also an observer state of the WTO.
The vast majority of the country's population (97%) is nominally Muslim, but the constitution does not declare an official religion and all major political forces in the country are secularist. Azerbaijan is a developing country and ranks 91st on the Human Development Index. It has a high rate of economic development, literacy, and a low rate of unemployment. However, the ruling New Azerbaijan Party, in power since 1993, has been accused of authoritarian leadership under the leadership of both Heydar Aliyev and his son Ilham Aliyev, and deteriorating the country's human rights record, including increasing restrictions on civil liberties, particularly on press freedom and political repression.
== Etymology ==
According to a modern etymology, the term Azerbaijan derives from that of Atropates, a Persian satrap under the Achaemenid Empire, who was later reinstated as the satrap of Media under Alexander the Great. The original etymology of this name is thought to have its roots in the once-dominant Zoroastrianism. In the Avesta's Frawardin Yasht ("Hymn to the Guardian Angels"), there is a mention of âterepâtahe ashaonô fravashîm ýazamaide, which literally translates from Avestan as "we worship the fravashi of the holy Atropatene". The name "Atropates" itself is the Greek transliteration of an Old Iranian, probably Median, compounded name with the meaning "Protected by the (Holy) Fire" or "The Land of the (Holy) Fire". The Greek name was mentioned by Diodorus Siculus and Strabo. Over the span of millennia, the name evolved to Āturpātākān (Middle Persian), then to Ādharbādhagān, Ādhorbāygān, Āzarbāydjān (New Persian) and present-day Azerbaijan.The name Azerbaijan was first adopted for the area of the present-day Republic of Azerbaijan by the government of Musavat in 1918, after the collapse of the Russian Empire, when the independent Azerbaijan Democratic Republic was established. Until then, the designation had been used exclusively to identify the adjacent region of contemporary northwestern Iran, while the area of the Azerbaijan Democratic Republic was formerly referred to as Arran and Shirvan. On that basis Iran protested the newly adopted country name.During Soviet rule, the country was also spelled in Latin from the Russian transliteration as Azerbaydzhan (Russian: Азербайджа́н). The country's name was also spelled in Cyrillic script from 1940 to 1991 as Азәрбајҹан.
== History ==
=== Antiquity ===
The earliest evidence of human settlement in the territory of Azerbaijan dates back to the late Stone Age and is related to the Guruchay culture of Azykh Cave.Early settlements included the Scythians during the 9th century BC. Following the Scythians, Iranian Medes came to dominate the area to the south of the Aras river. The Medes forged a vast empire between 900 and 700 BC, which was integrated into the Achaemenid Empire around 550 BC. The area was conquered by the Achaemenids leading to the spread of Zoroastrianism.
=== From the Sasanid period to the Safavid period ===
The Sasanian Empire turned Caucasian Albania into a vassal state in 252, while King Urnayr officially adopted Christianity as the state religion in the 4th century. Despite Sassanid rule, Albania remained an entity in the region until the 9th century, while fully subordinate to Sassanid Iran, and retained its monarchy. Despite being one of the chief vassals of the Sasanian emperor, the Albanian king had only a semblance of authority, and the Sasanian marzban (military governor) held most civil, religious, and military authority.In the first half of the 7th century, Caucasian Albania, as a vassal of the Sasanians, came under nominal Muslim rule due to the Muslim conquest of Persia. The Umayyad Caliphate repulsed both the Sasanians and Byzantines from the South Caucasus and turned Caucasian Albania into a vassal state after Christian resistance led by King Javanshir was suppressed in 667. The power vacuum left by the decline of the Abbasid Caliphate was filled by numerous local dynasties such as the Sallarids, Sajids, and Shaddadids. At the beginning of the 11th century, the territory was gradually seized by the waves of Oghuz Turks from Central Asia, who adopted a Turkoman ethnonym at the time. The first of these Turkic dynasties established was the Seljuk Empire, which entered the area now known as Azerbaijan by 1067.The pre-Turkic population that lived on the territory of modern Azerbaijan spoke several Indo-European and Caucasian languages, among them Armenian and an Iranian language, Old Azeri, which was gradually replaced by a Turkic language, the early precursor of the Azerbaijani language of today. Some linguists have also stated that the Tati dialects of Iranian Azerbaijan and the Republic of Azerbaijan, like those spoken by the Tats, are descended from Old Azeri.
Locally, the possessions of the subsequent Seljuk Empire were ruled by Eldiguzids, technically vassals of the Seljuk sultans, but sometimes de facto rulers themselves. Under the Seljuks, local poets such as Nizami Ganjavi and Khaqani gave rise to a blossoming of Persian literature on the territory of present-day Azerbaijan.The local dynasty of the Shirvanshahs became a vassal state of Timur's empire and assisted him in his war with the ruler of the Golden Horde Tokhtamysh. Following Timur's death, two independent and rival states emerged: Qara Qoyunlu and Aq Qoyunlu. The Shirvanshahs returned, maintaining for numerous centuries to come a high degree of autonomy as local rulers and vassals as they had done since 861. In 1501, the Safavid dynasty of Iran subdued the Shirvanshahs and gained its possessions. In the course of the next century, the Safavids converted the formerly Sunni population to Shia Islam, as they did with the population in what is modern-day Iran. The Safavids allowed the Shirvanshahs to remain in power, under Safavid suzerainty, until 1538, when Safavid king Tahmasp I (r. 1524–1576) completely deposed them, and made the area into the Safavid province of Shirvan. The Sunni Ottomans briefly managed to occupy present-day Azerbaijan as a result of the Ottoman–Safavid War of 1578–1590; by the early 17th century, they were ousted by Safavid Iranian ruler Abbas I (r. 1588–1629). In the wake of the demise of the Safavid Empire, Baku and its environs were briefly occupied by the Russians as a consequence of the Russo-Persian War of 1722–1723. Remainder of present Azerbaijan was occupied by the Ottomans from 1722 to 1736. Despite brief intermissions such as these by Safavid Iran's neighboring rivals, the land of what is today Azerbaijan remained under Iranian rule from the earliest advent of the Safavids up to the course of the 19th century.
=== Modern history ===
After the Safavids, the area was ruled by the Iranian Afsharid dynasty. After the death of Nader Shah (r. 1736–1747), many of his former subjects capitalized on the eruption of instability. Numerous self-ruling khanates with various forms of autonomy emerged in the area. The rulers of these khanates were directly related to the ruling dynasties of Iran and were vassals and subjects of the Iranian shah. The khanates exercised control over their affairs via international trade routes between Central Asia and the West.Thereafter, the area was under the successive rule of the Iranian Zands and Qajars. From the late 18th century, Imperial Russia switched to a more aggressive geo-political stance towards its two neighbors and rivals to the south, namely Iran and the Ottoman Empire. Russia now actively tried to gain possession of the Caucasus region which was, for the most part, in the hands of Iran. In 1804, the Russians invaded and sacked the Iranian town of Ganja, sparking the Russo-Persian War of 1804–1813. The militarily superior Russians ended the Russo-Persian War of 1804–1813 with a victory.
Following Qajar Iran's loss in the 1804–1813 war, it was forced to concede suzerainty over most of the khanates, along with Georgia and Dagestan to the Russian Empire, per the Treaty of Gulistan.The area to the north of the river Aras, amongst which territory lies the contemporary Republic of Azerbaijan, was Iranian territory until Russia occupied it in the 19th century. About a decade later, in violation of the Gulistan treaty, the Russians invaded Iran's Erivan Khanate. This sparked the final bout of hostilities between the two, the Russo-Persian War of 1826–1828. The resulting Treaty of Turkmenchay, forced Qajar Iran to cede sovereignty over the Erivan Khanate, the Nakhchivan Khanate and the remainder of the Talysh Khanate, comprising the last parts of the soil of the contemporary Azerbaijani Republic that were still in Iranian hands. After the incorporation of all Caucasian territories from Iran into Russia, the new border between the two was set at the Aras River, which, upon the Soviet Union's disintegration, subsequently became part of the border between Iran and the Azerbaijan Republic.Qajar Iran was forced to cede its Caucasian territories to Russia in the 19th century, which thus included the territory of the modern-day Azerbaijan Republic, while as a result of that cession, the Azerbaijani ethnic group is nowadays parted between two nations: Iran and Azerbaijan.Despite the Russian conquest, throughout the entire 19th century, preoccupation with Iranian culture, literature, and language remained widespread amongst Shia and Sunni intellectuals in the Russian-held cities of Baku, Ganja and Tiflis (Tbilisi, now Georgia). Within the same century, in post-Iranian Russian-held East Caucasia, an Azerbaijani national identity emerged at the end of the 19th century.After the collapse of the Russian Empire during World War I, the short-lived Transcaucasian Democratic Federative Republic was declared, constituting the present-day republics of Azerbaijan, Georgia, and Armenia.
It was followed by the March Days massacres that took place between 30 March and 2 April 1918 in the city of Baku and adjacent areas of the Baku Governorate of the Russian Empire. When the republic dissolved in May 1918, the leading Musavat party declared independence as the Azerbaijan Democratic Republic (ADR), adopting the name of "Azerbaijan" for the new republic; a name that prior to the proclamation of the ADR was solely used to refer to the adjacent northwestern region of contemporary Iran. The ADR was the first modern parliamentary republic in the Muslim world. Among the important accomplishments of the Parliament was the extension of suffrage to women, making Azerbaijan the first Muslim nation to grant women equal political rights with men. Another important accomplishment of ADR was the establishment of Baku State University, which was the first modern-type university founded in the Muslim East.
By March 1920, it was obvious that Soviet Russia would attack Baku. Vladimir Lenin said that the invasion was justified as Soviet Russia could not survive without Baku's oil. Independent Azerbaijan lasted only 23 months until the Bolshevik 11th Soviet Red Army invaded it, establishing the Azerbaijan SSR on 28 April 1920. Although the bulk of the newly formed Azerbaijani army was engaged in putting down an Armenian revolt that had just broken out in Karabakh, Azerbaijanis did not surrender their brief independence of 1918–20 quickly or easily. As many as 20,000 Azerbaijani soldiers died resisting what was effectively a Russian reconquest. Within the ensuing early Soviet period, the Azerbaijani national identity was finally forged.On 13 October 1921, the Soviet republics of Russia, Armenia, Azerbaijan, and Georgia signed an agreement with Turkey known as the Treaty of Kars. The previously independent Republic of Aras would also become the Nakhchivan Autonomous Soviet Socialist Republic within the Azerbaijan SSR by the treaty of Kars. On the other hand, Armenia was awarded the region of Zangezur and Turkey agreed to return Gyumri (then known as Alexandropol).During World War II, Azerbaijan played a crucial role in the strategic energy policy of the Soviet Union, with 80 percent of the Soviet Union's oil on the Eastern Front being supplied by Baku. By the Decree of the Supreme Soviet of the USSR in February 1942, the commitment of more than 500 workers and employees of the oil industry of Azerbaijan were awarded orders and medals. Operation Edelweiss carried out by the German Wehrmacht targeted Baku because of its importance as the energy (petroleum) dynamo of the USSR. A fifth of all Azerbaijanis fought in the Second World War from 1941 to 1945. Approximately 681,000 people with over 100,000 of them women, went to the front, while the total population of Azerbaijan was 3.4 million at the time. Some 250,000 people from Azerbaijan were killed on the front. More than 130 Azerbaijanis were named Heroes of the Soviet Union. Azerbaijani Major-General Azi Aslanov was twice awarded the Hero of the Soviet Union.
=== Independence ===
Following the politics of glasnost, initiated by Mikhail Gorbachev, civil unrest and ethnic strife grew in various regions of the Soviet Union, including Nagorno-Karabakh, an autonomous region of the Azerbaijan SSR. The disturbances in Azerbaijan, in response to Moscow's indifference to an already heated conflict, resulted in calls for independence and secession, which culminated in the Black January events in Baku. Later in 1990, the Supreme Council of the Azerbaijan SSR dropped the words "Soviet Socialist" from the title, adopted the "Declaration of Sovereignty of the Azerbaijan Republic" and restored the flag of the Azerbaijan Democratic Republic as the state flag. As a consequence of the failed 1991 Soviet coup d'état attempt in Moscow, the Supreme Council of Azerbaijan adopted a Declaration of Independence on 18 October 1991, which was affirmed by a nationwide referendum in December 1991, while the Soviet Union officially ceased to exist on 26 December 1991. The country now celebrates its Independence Day on 18 October.The early years of independence were overshadowed by the First Nagorno-Karabakh war with the ethnic Armenian majority of Nagorno-Karabakh backed by Armenia. By the end of the hostilities in 1994, Armenians controlled up to 14–16 percent of Azerbaijani territory, including Nagorno-Karabakh itself. During the war many atrocities and pogroms by both sides were committed including the massacres at Malibeyli and Gushchular, the Garadaghly massacre and the Khojaly massacres, along with the Baku pogrom, the Maraga massacre and the Kirovabad pogrom. Furthermore, an estimated 30,000 people have been killed and more than a million people have been displaced, more than 800,000 Azerbaijanis and 300,000 Armenians. Four United Nations Security Council Resolutions (822, 853, 874, and 884) demand for "the immediate withdrawal of all Armenian forces from all occupied territories of Azerbaijan." Many Russians and Armenians left and fled Azerbaijan as refugees during the 1990s. According to the 1970 census, there were 510,000 ethnic Russians and 484,000 Armenians in Azerbaijan.
=== Aliyev family rule, 1993–present ===
In 1993, democratically elected president Abulfaz Elchibey was overthrown by a military insurrection led by Colonel Surat Huseynov, which resulted in the rise to power of the former leader of Soviet Azerbaijan, Heydar Aliyev. In 1994, Surat Huseynov, by that time the prime minister, attempted another military coup against Heydar Aliyev, but he was arrested and charged with treason. A year later, in 1995, another coup was attempted against Aliyev, this time by the commander of the OMON special unit, Rovshan Javadov. The coup was averted, resulting in the killing of the latter and disbanding of Azerbaijan's OMON units. At the same time, the country was tainted by rampant corruption in the governing bureaucracy. In October 1998, Aliyev was reelected for a second term. Despite the much improved economy, particularly with the exploitation of the Azeri–Chirag–Guneshli oil field and Shah Deniz gas field, Aliyev's presidency was criticized due to suspected election fraud, high levels of economic inequality and domestic corruption.Ilham Aliyev, Heydar Aliyev's son, became chairman of the New Azerbaijan Party as well as President of Azerbaijan when his father died in 2003. He was reelected to a third term as president in October 2013. In April 2018, President Ilham Aliyev secured his fourth consecutive term in the election that was boycotted by the main opposition parties as fraudulent. On 27 September 2020, new clashes in the unresolved Nagorno-Karabakh conflict resumed along the Nagorno-Karabakh Line of Contact. Both the armed forces of Azerbaijan and Armenia reported military and civilian casualties. The Nagorno-Karabakh ceasefire agreement and the end of the six-week war between Azerbaijan and Armenia was widely celebrated in Azerbaijan, as they made significant territorial gains.
== Geography ==
Geographically, Azerbaijan is located in the South Caucasus region of Eurasia, straddling Western Asia and Eastern Europe. It lies between latitudes 38° and 42° N, and longitudes 44° and 51° E. The total length of Azerbaijan's land borders is 2,648 km (1,645 mi), of which 1,007 km (626 mi) are with Armenia, 756 km (470 mi) with Iran, 480 kilometers with Georgia, 390 km (242 mi) with Russia and 15 km (9 mi) with Turkey. The coastline stretches for 800 km (497 mi), and the length of the widest area of the Azerbaijani section of the Caspian Sea is 456 km (283 mi). The country has a landlocked exclave, the Nakhchivan Autonomous Republic.
Three physical features dominate Azerbaijan: the Caspian Sea, whose shoreline forms a natural boundary to the east; the Greater Caucasus mountain range to the north; and the extensive flatlands at the country's center. There are also three mountain ranges, the Greater and Lesser Caucasus, and the Talysh Mountains, together covering approximately 40% of the country. The highest peak of Azerbaijan is Mount Bazardüzü 4,466 m (14,652 ft), while the lowest point lies in the Caspian Sea −28 m (−92 ft) . Nearly half of all the mud volcanoes on Earth are concentrated in Azerbaijan, these volcanoes were also among nominees for the New 7 Wonders of Nature.The main water sources are surface waters. Only 24 of the 8,350 rivers are greater than 100 km (62 mi) in length. All the rivers drain into the Caspian Sea in the east of the country. The largest lake is Sarysu 67 km2 (26 sq mi), and the longest river is Kur 1,515 km (941 mi), which is transboundary with Armenia. Azerbaijan has several islands along the Caspian sea, mostly located in the Baku Archipelago.
Since the independence of Azerbaijan in 1991, the Azerbaijani government has taken measures to preserve the environment of Azerbaijan. National protection of the environment accelerated after 2001 when the state budget increased due to new revenues provided by the Baku–Tbilisi–Ceyhan pipeline. Within four years, protected areas doubled and now make up eight percent of the country's territory. Since 2001 the government has set up seven large reserves and almost doubled the sector of the budget earmarked for environmental protection.
=== Landscape ===
Azerbaijan is home to a wide variety of landscapes. Over half of Azerbaijan's landmass consists of mountain ridges, crests, highlands, and plateaus which rise up to hypsometric levels of 400–1000 meters (including the Middle and Lower lowlands), in some places (Talis, Jeyranchol-Ajinohur and Langabiz-Alat foreranges) up to 100–120 meters, and others from 0–50 meters and up (Qobustan, Absheron). The rest of Azerbaijan's terrain consists of plains and lowlands. Hypsometric marks within the Caucasus region vary from about −28 meters at the Caspian Sea shoreline up to 4,466 meters (Bazardüzü peak).The formation of climate in Azerbaijan is influenced particularly by cold arctic air masses of Scandinavian anticyclone, temperate air masses of Siberian anticyclone, and Central Asian anticyclone. Azerbaijan's diverse landscape affects the ways air masses enter the country. The Greater Caucasus protects the country from direct influences of cold air masses coming from the north. That leads to the formation of subtropical climate on most foothills and plains of the country. Meanwhile, plains and foothills are characterized by high solar radiation rates.Nine out of eleven existing climate zones are present in Azerbaijan. Both the absolute minimum temperature (−33 °C or −27.4 °F ) and the absolute maximum temperature were observed in Julfa and Ordubad – regions of Nakhchivan Autonomous Republic. The maximum annual precipitation falls in Lankaran (1,600 to 1,800 mm or 63 to 71 in) and the minimum in Absheron (200 to 350 mm or 7.9 to 13.8 in).
Rivers and lakes form the principal part of the water systems of Azerbaijan, they were formed over a long geological timeframe and changed significantly throughout that period. This is particularly evidenced by remnants of ancient rivers found throughout the country. The country's water systems are continually changing under the influence of natural forces and human-introduced industrial activities. Artificial rivers (canals) and ponds are a part of Azerbaijan's water systems. In terms of water supply, Azerbaijan is below the average in the world with approximately 100,000 cubic metres (3,531,467 cubic feet) per year of water per square kilometer. All big water reservoirs are built on Kur. The hydrography of Azerbaijan basically belongs to the Caspian Sea basin.
The Kura and Aras are the major rivers in Azerbaijan. They run through the Kura-Aras Lowland. The rivers that directly flow into the Caspian Sea, originate mainly from the north-eastern slope of the Major Caucasus and Talysh Mountains and run along the Samur–Devechi and Lankaran lowlands.Yanar Dag, translated as "burning mountain", is a natural gas fire which blazes continuously on a hillside on the Absheron Peninsula on the Caspian Sea near Baku, which itself is known as the "land of fire." Flames jet out into the air from a thin, porous sandstone layer. It is a tourist attraction to visitors to the Baku area.
=== Biodiversity ===
The first reports on the richness and diversity of animal life in Azerbaijan can be found in travel notes of Eastern travelers. Animal carvings on architectural monuments, ancient rocks, and stones survived up to the present times. The first information on flora and fauna of Azerbaijan was collected during the visits of naturalists to Azerbaijan in the 17th century.There are 106 species of mammals, 97 species of fish, 363 species of birds, 10 species of amphibians, and 52 species of reptiles which have been recorded and classified in Azerbaijan. The national animal of Azerbaijan is the Karabakh horse, a mountain-steppe racing and riding horse endemic to Azerbaijan. The Karabakh horse has a reputation for its good temper, speed, elegance, and intelligence. It is one of the oldest breeds, with ancestry dating to the ancient world, but today the horse is an endangered species.Azerbaijan's flora consists of more than 4,500 species of higher plants. Due to the unique climate in Azerbaijan, the flora is much richer in the number of species than the flora of the other republics of the South Caucasus. 66 percent of the species growing in the whole Caucasus can be found in Azerbaijan. The country lies within four ecoregions: Caspian Hyrcanian mixed forests, Caucasus mixed forests, Eastern Anatolian montane steppe, and Azerbaijan shrub desert and steppe. Azerbaijan had a 2018 Forest Landscape Integrity Index mean score of 6.55/10, ranking it 72nd globally out of 172 countries.
== Government and politics ==
Azerbaijan's government functions as an authoritarian regime in practice; although it regularly holds elections, these are marred by electoral fraud and other unfair election practices. Azerbaijan has been ruled by the Aliyev political family and the New Azerbaijan Party (Yeni Azərbaycan Partiyası, YAP) established by Heydar Aliyev continuously since 1993. It is categorised as "not free" by Freedom House, who ranked it 9/100 on Global Freedom Score in 2022, calling it a "consolidated authoritarian regime".The structural formation of Azerbaijan's political system was completed by the adoption of the new Constitution on 12 November 1995. According to Article 23 of the Constitution, the state symbols of the Azerbaijan Republic are the flag, the coat of arms, and the national anthem. The state power in Azerbaijan is limited only by law for internal issues, but international affairs are also limited by international agreements' provisions.The Constitution of Azerbaijan states that it is a presidential republic with three branches of power – Executive, Legislative, and Judicial. The legislative power is held by the unicameral National Assembly and the Supreme National Assembly in the Nakhchivan Autonomous Republic. The Parliament of Azerbaijan, called Milli Majlis, consists of 125 deputies elected based on majority vote, with a term of five years for each elected member. The elections are held every five years, on the first Sunday of November. The Parliament is not responsible for the formation of the government, but the Constitution requires the approval of the Cabinet of Ministers by Milli Majlis. The New Azerbaijan Party, and independents loyal to the ruling government, currently hold almost all of the Parliament's 125 seats. During the 2010 Parliamentary election, the opposition parties, Musavat and Azerbaijani Popular Front Party, failed to win a single seat. European observers found numerous irregularities in the run-up to the election and on election day.
The executive power is held by the President, who is elected for a seven-year term by direct elections, and the Prime Minister. The president is authorized to form the Cabinet, a collective executive body accountable to both the President and the National Assembly. The Cabinet of Azerbaijan consists primarily of the prime minister, his deputies, and ministers. The 8th Government of Azerbaijan is the administration in its current formation. The president does not have the right to dissolve the National Assembly but has the right to veto its decisions. To override the presidential veto, the parliament must have a majority of 95 votes. The judicial power is vested in the Constitutional Court, Supreme Court, and the Economic Court. The president nominates the judges in these courts.Azerbaijan's system of governance nominally can be called two-tiered. The top or highest tier of the government is the Executive Power headed by President. The President appoints the Cabinet of Ministers and other high-ranking officials. The Local Executive Authority is merely a continuation of Executive Power. The Provision determines the legal status of local state administration in Azerbaijan on Local Executive Authority (Yerli Icra Hakimiyati), adopted 16 June 1999. In June 2012, the President approved the new Regulation, which granted additional powers to Local Executive Authorities, strengthening their dominant position in Azerbaijan's local affairs The Security Council is the deliberative body under the president, and he organizes it according to the Constitution. It was established on 10 April 1997. The administrative department is not a part of the president's office but manages the financial, technical and pecuniary activities of both the president and his office.
=== Foreign relations ===
The short-lived Azerbaijan Democratic Republic succeeded in establishing diplomatic relations with six countries, sending diplomatic representatives to Germany and Finland. The process of international recognition of Azerbaijan's independence from the collapsing Soviet Union lasted roughly one year. The most recent country to recognize Azerbaijan was Bahrain, on 6 November 1996. Full diplomatic relations, including mutual exchanges of missions, were first established with Turkey, Pakistan, the United States, Iran and Israel. Azerbaijan has placed a particular emphasis on its "special relationship" with Turkey.Azerbaijan has diplomatic relations with 158 countries so far and holds membership in 38 international organizations. It holds observer status in the Non-Aligned Movement and World Trade Organization and is a correspondent at the International Telecommunication Union.On 9 May 2006 Azerbaijan was elected to membership in the newly established Human Rights Council by the United Nations General Assembly. The term of office began on 19 June 2006. Azerbaijan was first elected as a non-permanent member of the UN Security Council in 2011 with the support of 155 countries.
Foreign policy priorities of Azerbaijan include, first of all, the restoration of its territorial integrity; elimination of the consequences of occupation of Nagorno-Karabakh and seven other regions of Azerbaijan surrounding Nagorno-Karabakh; integration into European and Euro-Atlantic structure; contribution to international security; cooperation with international organizations; regional cooperation and bilateral relations; strengthening of defense capability; promotion of security by domestic policy means; strengthening of democracy; preservation of ethnic and religious tolerance; scientific, educational, and cultural policy and preservation of moral values; economic and social development; enhancing internal and border security; and migration, energy, and transportation security policy.Azerbaijan is an active member of international coalitions fighting international terrorism, and was one of the first countries to offer support after the September 11 attacks. The country is an active member of NATO's Partnership for Peace program, contributing to peacekeeping efforts in Kosovo, Afghanistan and Iraq. Azerbaijan is also a member of the Council of Europe since 2001 and maintains good relations with the European Union. The country may eventually apply for EU membership.
On 1 July 2021, the US Congress advanced legislation that will have an impact on the military aid that Washington has sent to Azerbaijan since 2012. This was due to the fact that the packages to Armenia, instead, are significantly smaller.Azerbaijan has been harshly criticized for bribing foreign officials and diplomats to promote its causes abroad and legitimize its elections at home, a practice termed caviar diplomacy. The Azerbaijani laundromat money laundering operation involved the bribery of foreign politicians and journalists to serve the Azerbaijani government's public relations interests.
=== Military ===
The history of the modern Azerbaijan army dates back to Azerbaijan Democratic Republic in 1918 when the National Army of the newly formed Azerbaijan Democratic Republic was created on 26 June 1918. When Azerbaijan gained independence after the dissolution of the Soviet Union, the Armed Forces of the Republic of Azerbaijan were created according to the Law on the Armed Forces of 9 October 1991. The original date of the establishment of the short-lived National Army is celebrated as Army Day (26 June) in today's Azerbaijan.
As of 2021, Azerbaijan had 126,000 active personnel in its armed forces. There are also 17,000 paramilitary troops and 330,00 reserve personnel. The armed forces have three branches: the Land Forces, the Air Forces and the Navy. Additionally the armed forces embrace several military sub-groups that can be involved in state defense when needed. These are the Internal Troops of the Ministry of Internal Affairs and the State Border Service, which includes the Coast Guard as well. The Azerbaijan National Guard is a further paramilitary force. It operates as a semi-independent entity of the Special State Protection Service, an agency subordinate to the President.
Azerbaijan adheres to the Treaty on Conventional Armed Forces in Europe and has signed all major international arms and weapons treaties. Azerbaijan closely cooperates with NATO in programs such as Partnership for Peace and Individual Partnership Action Plan/pfp and ipa. Azerbaijan has deployed 151 of its Peacekeeping Forces in Iraq and another 184 in Afghanistan.Azerbaijan spent $2.24 billion on its defence budget as of 2020, which amounted to 5.4% of its total GDP, and some 12.7% of general government expenditure. Azerbaijani defense industry manufactures small arms, artillery systems, tanks, armors and night vision devices, aviation bombs, UAV'S/unmanned aerial vehicle, various military vehicles and military planes and helicopters.
=== Administrative divisions ===
Azerbaijan is administratively divided into 14 economic regions; 66 rayons (rayonlar, singular rayon) and 11 cities (şəhərlər, singular şəhər) under the direct authority of the republic. Moreover, Azerbaijan includes the Autonomous Republic (muxtar respublika) of Nakhchivan. The President of Azerbaijan appoints the governors of these units, while the government of Nakhchivan is elected and approved by the parliament of Nakhchivan Autonomous Republic.
== Economy ==
After gaining independence in 1991, Azerbaijan became a member of the International Monetary Fund, the World Bank, the European Bank for Reconstruction and Development, the Islamic Development Bank, and the Asian Development Bank. The banking system of Azerbaijan consists of the Central Bank of Azerbaijan, commercial banks, and non-banking credit organizations. The National (now Central) Bank was created in 1992 based on the Azerbaijan State Savings Bank, an affiliate of the former State Savings Bank of the USSR. The Central Bank serves as Azerbaijan's central bank, empowered to issue the national currency, the Azerbaijani manat, and to supervise all commercial banks. Two major commercial banks are UniBank and the state-owned International Bank of Azerbaijan, run by Abbas Ibrahimov.Pushed up by spending and demand growth, the 2007 Q1 inflation rate reached 16.6%. Nominal incomes and monthly wages climbed 29% and 25% respectively against this figure, but price increases in the non-oil industry encouraged inflation. Azerbaijan shows some signs of the so-called "Dutch disease" because of its fast-growing energy sector, which causes inflation and makes non-energy exports more expensive.
In the early 2000s, chronically high inflation was brought under control. This led to the launch of a new currency, the new Azerbaijani manat, on 1 January 2006, to cement the economic reforms and erase the vestiges of an unstable economy.
Azerbaijan is also ranked 57th in the Global Competitiveness Report for 2010–2011, above other CIS countries. By 2012 the GDP of Azerbaijan had increased 20-fold from its 1995 level.
=== Energy and natural resources ===
Two-thirds of Azerbaijan is rich in oil and natural gas.
The history of the oil industry of Azerbaijan dates back to the ancient period. Arabian historian and traveler Ahmad Al-Baladhuri discussed the economy of the Absheron peninsula in antiquity, mentioning its oil in particular. There are many pipelines in Azerbaijan. The goal of the Southern Gas Corridor, which connects the giant Shah Deniz gas field in Azerbaijan to Europe, is to reduce European Union's dependency on Russian gas.The region of the Lesser Caucasus accounts for most of the country's gold, silver, iron, copper, titanium, chromium, manganese, cobalt, molybdenum, complex ore and antimony. In September 1994, a 30-year contract was signed between the State Oil Company of Azerbaijan Republic (SOCAR) and 13 oil companies, among them Amoco, BP, ExxonMobil, Lukoil and Equinor. As Western oil companies are able to tap deepwater oilfields untouched by the Soviet exploitation, Azerbaijan is considered one of the most important spots in the world for oil exploration and development. Meanwhile, the State Oil Fund of Azerbaijan was established as an extra-budgetary fund to ensure macroeconomic stability, transparency in the management of oil revenue, and safeguarding of resources for future generations.
Access to biocapacity in Azerbaijan is less than world average. In 2016, Azerbaijan had 0.8 global hectares of biocapacity per person within its territory, half the world average of 1.6 global hectares per person. In 2016 Azerbaijan used 2.1 global hectares of biocapacity per person – their ecological footprint of consumption. This means they use more biocapacity than Azerbaijan contains. As a result, Azerbaijan is running a biocapacity deficit.Azeriqaz, a sub-company of SOCAR, intends to ensure full gasification of the country by 2021.
Azerbaijan is one of the sponsors of the east–west and north–south energy transport corridors. Baku–Tbilisi–Kars railway line will connect the Caspian region with Turkey, which is expected to be completed in July 2017. The Trans-Anatolian gas pipeline (TANAP) and Trans Adriatic Pipeline (TAP) will deliver natural gas from Azerbaijan's Shah Deniz gas to Turkey and Europe.Azerbaijan extended the agreement on development of ACG until 2050 according to the amended PSA signed on 14 September 2017 by SOCAR and co-ventures (BP, Chevron, Inpex, Equinor, ExxonMobil, TP, ITOCHU and ONGC Videsh).
=== Agriculture ===
Azerbaijan has the largest agricultural basin in the region. About 54.9 percent of Azerbaijan is agricultural land. At the beginning of 2007 there were 4,755,100 hectares of utilized agricultural area. In the same year the total wood resources counted 136 million m3. Azerbaijan's agricultural scientific research institutes are focused on meadows and pastures, horticulture and subtropical crops, green vegetables, viticulture and wine-making, cotton growing and medicinal plants. In some areas it is profitable to grow grain, potatoes, sugar beets, cotton and tobacco. Livestock, dairy products, and wine and spirits are also important farm products. The Caspian fishing industry concentrates on the dwindling stocks of sturgeon and beluga. In 2002 the Azerbaijani merchant marine had 54 ships.Some products previously imported from abroad have begun to be produced locally. Among them are Coca-Cola by Coca-Cola Bottlers LTD., beer by Baki-Kastel, parquet by Nehir and oil pipes by EUPEC Pipe Coating Azerbaijan.
=== Tourism ===
Tourism is an important part of the economy of Azerbaijan. The country was a well-known tourist spot in the 1980s. The fall of the Soviet Union, and the First Nagorno-Karabakh War during the 1990s, damaged the tourist industry and the image of Azerbaijan as a tourist destination.It was not until the 2000s that the tourism industry began to recover, and the country has since experienced a high rate of growth in the number of tourist visits and overnight stays.In recent years, Azerbaijan has also become a popular destination for religious, spa, and health care tourism. During winter, the Shahdag Mountain Resort offers skiing with state of the art facilities.
The government of Azerbaijan has set the development of Azerbaijan as an elite tourist destination as a top priority. It is a national strategy to make tourism a major, if not the single largest, contributor to the Azerbaijani economy. These activities are regulated by the Ministry of Culture and Tourism of Azerbaijan.
There are 63 countries which have a visa-free score.
E-visa – for a visit of foreigners of visa-required countries to the Republic of Azerbaijan.
According to the Travel and Tourism Competitiveness Report 2015 of the World Economic Forum, Azerbaijan holds 84th place.According to a report by the World Travel and Tourism Council, Azerbaijan was among the top ten countries showing the strongest growth in visitor exports between 2010 and 2016, In addition, Azerbaijan placed first (46.1%) among countries with the fastest-developing travel and tourism economies, with strong indicators for inbound international visitor spending last year.
=== Transportation ===
The convenient location of Azerbaijan on the crossroad of major international traffic arteries, such as the Silk Road and the south–north corridor, highlights the strategic importance of the transportation sector for the country's economy. The transport sector in the country includes roads, railways, aviation, and maritime transport.
Azerbaijan is also an important economic hub in the transportation of raw materials. The Baku–Tbilisi–Ceyhan pipeline (BTC) became operational in May 2006 and extends more than 1,774 km (1,102 mi) through the territories of Azerbaijan, Georgia, and Turkey. The BTC is designed to transport up to 50 million tons of crude oil annually and carries oil from the Caspian Sea oilfields to global markets. The South Caucasus Pipeline, also stretching through the territory of Azerbaijan, Georgia, and Turkey, became operational at the end of 2006 and offers additional gas supplies to the European market from the Shah Deniz gas field. Shah Deniz is expected to produce up to 296 billion cubic meters of natural gas per year. Azerbaijan also plays a major role in the EU-sponsored Silk Road Project.In 2002, the Azerbaijani government established the Ministry of Transport with a broad range of policy and regulatory functions. In the same year, the country became a member of the Vienna Convention on Road Traffic. Priorities are upgrading the transport network and improving transportation services to better facilitate the development of other sectors of the economy.The 2012 construction of Kars–Tbilisi–Baku railway was meant to improve transportation between Asia and Europe by connecting the railways of China and Kazakhstan in the east to the European railway system in the west via Turkey. In 2010 Broad-gauge railways and electrified railways stretched for 2,918 km (1,813 mi) and 1,278 km (794 mi) respectively. By 2010, there were 35 airports and one heliport.
=== Science and technology ===
In the 21st century, a new oil and gas boom helped improve the situation in Azerbaijan's science and technology sectors. The government launched a campaign aimed at modernization and innovation. The government estimates that profits from the information technology and communication industry will grow and become comparable to those from oil production.Azerbaijan has a large and steadily growing Internet sector, mostly uninfluenced by the financial crisis of 2007–2008; rapid growth is forecast for at least five more years. Azerbaijan was ranked 80th in the Global Innovation Index in 2021, up from 84th in 2019.The country has also been making progress in developing its telecoms sector. The Ministry of Communications & Information Technologies (MCIT) and an operator through its role in Aztelekom are both policy-makers and regulators. Public payphones are available for local calls and require the purchase of a token from the telephone exchange or some shops and kiosks. Tokens allow a call of indefinite duration. As of 2009, there were 1,397,000 main telephone lines and 1,485,000 internet users. There are four GSM providers: Azercell, Bakcell, Azerfon (Nar Mobile), Nakhtel mobile network operators and one CDMA.
In the 21st century a number of prominent Azerbaijani geodynamics and geotectonics scientists, inspired by the fundamental works of Elchin Khalilov and others, designed hundreds of earthquake prediction stations and earthquake-resistant buildings that now constitute the bulk of The Republican Center of Seismic Service.The Azerbaijan National Aerospace Agency launched its first satellite AzerSat 1 into orbit on 7 February 2013 from Guiana Space Centre in French Guiana at orbital positions 46° East. The satellite covers Europe and a significant part of Asia and Africa and serves the transmission of TV and radio broadcasting as well as the Internet. The launching of a satellite into orbit is Azerbaijan's first step in realizing its goal of becoming a nation with its own space industry, capable of successfully implementing more projects in the future.
== Demographics ==
As of March 2022, 52.9% of Azerbaijan's total population of 10,164,464 is urban, with the remaining 47.1% being rural. In January 2019, the 50.1% of the total population was female. The sex ratio in the same year was 0.99 males per female.The 2011 population growth-rate was 0.85%, compared to 1.09% worldwide. A significant factor restricting population growth is a high level of migration. In 2011 Azerbaijan saw a migration of −1.14/1,000 people.The Azerbaijani diaspora is found in 42 countries and in turn there are many centers for ethnic minorities inside Azerbaijan, including the German cultural society "Karelhaus", Slavic cultural center, Azerbaijani-Israeli community, Kurdish cultural center, International Talysh Association, Lezgin national center "Samur", Azerbaijani-Tatar community, Crimean Tatars society, etc.In total, Azerbaijan has 78 cities, 63 city districts, and one special legal status city. 261 urban-type settlements and 4248 villages follow these.
=== Ethnicity ===
The ethnic composition of the population according to the 2009 population census: 91.6% Azerbaijanis, 2.0% Lezgins, 1.4% Armenians (almost all Armenians live in the break-away region of Nagorno-Karabakh), 1.3% Russians, 1.3% Talysh, 0.6% Avars, 0.4% Turks, 0.3% Tatars, 0.3% Tats, 0.2% Ukrainians, 0.1% Tsakhurs, 0.1% Georgians, 0.1% Jews, 0.1% Kurds, other 0.2%.
=== Languages ===
The official language is Azerbaijani, which is a Turkic language. Azerbaijani is spoken by approximately 92% of the population as a mother tongue. Russian and Armenian (only in Nagorno-Karabakh) are also spoken, and each are the mother tongue of around 1.5% of the population respectively. There are a dozen other minority languages spoken natively in the country. Avar, Budukh, Georgian, Juhuri, Khinalug, Kryts, Lezgin, Rutul, Talysh, Tat, Tsakhur, and Udi are all spoken by small minorities. Some of these language communities are very small and their numbers are decreasing. Armenian was the majority language in Nagorno-Karabakh with around 76% in 1989. After the first Nagorno-Karabakh war, the population is almost exclusively Armenian at around 95%.
=== Religion ===
Azerbaijan is considered the most secular Muslim-majority country. Around 97% of the population are Muslims. Around 55–65% of Muslims are estimated to be Shia, while 35–45% of Muslims are Sunnis. Other faiths are practised by the country's various ethnic groups. Under article 48 of its Constitution, Azerbaijan is a secular state and ensures religious freedom. In a 2006–2008 Gallup poll, only 21% of respondents from Azerbaijan stated that religion is an important part of their daily lives.Of the nation's religious minorities, the estimated 280,000 Christians (3.1%) are mostly Russian and Georgian Orthodox and Armenian Apostolic (almost all Armenians live in the break-away region of Nagorno-Karabakh). In 2003, there were 250 Roman Catholics. Other Christian denominations as of 2002 include Lutherans, Baptists and Molokans. There is also a small Protestant community. Azerbaijan also has an ancient Jewish population with a 2,000-year history; Jewish organizations estimate that 12,000 Jews remain in Azerbaijan, which is home to the only Jewish-majority town outside of Israel and the United States. Azerbaijan also is home to members of the Baháʼí, Hare Krishna and Jehovah's Witnesses communities, as well as adherents of the other religious communities. Some religious communities have been unofficially restricted from religious freedom. A U.S. State Department report on the matter mentions detention of members of certain Muslim and Christian groups, and many groups have difficulty registering with the agency who regulates religion, The State Committee on Religious Associations of the Republic of Azerbaijan (SCWRA).
=== Education ===
A relatively high percentage of Azerbaijanis have obtained some form of higher education, most notably in scientific and technical subjects. In the Soviet era, literacy and average education levels rose dramatically from their very low starting point, despite two changes in the standard alphabet, from Perso-Arabic script to Latin in the 1920s and from Roman to Cyrillic in the 1930s. According to Soviet data, 100 percent of males and females (ages nine to forty-nine) were literate in 1970. According to the United Nations Development Program Report 2009, the literacy rate in Azerbaijan is 99.5 percent.Since independence, one of the first laws that Azerbaijan's Parliament passed to disassociate itself from the Soviet Union was to adopt a modified-Latin alphabet to replace Cyrillic. Other than that the Azerbaijani system has undergone little structural change. Initial alterations have included the reestablishment of religious education (banned during the Soviet period) and curriculum changes that have reemphasized the use of the Azerbaijani language and have eliminated ideological content. In addition to elementary schools, the education institutions include thousands of preschools, general secondary schools, and vocational schools, including specialized secondary schools and technical schools. Education through the ninth grade is compulsory.
== Culture ==
The culture of Azerbaijan has developed as a result of many influences; that is why Azerbaijanis are, in many ways, bi-cultural. Today, national traditions are well preserved in the country despite Western influences, including globalized consumer culture. Some of the main elements of the Azerbaijani culture are: music, literature, folk dances and art, cuisine, architecture, cinematography and Novruz Bayram. The latter is derived from the traditional celebration of the New Year in the ancient Iranian religion of Zoroastrianism. Novruz is a family holiday.The profile of Azerbaijan's population consists, as stated above, of Azerbaijanis, as well as other nationalities or ethnic groups, compactly living in various areas of the country. Azerbaijani national and traditional dresses are the Chokha and Papakhi. There are radio broadcasts in Russian, Georgian, Kurdish, Lezgian and Talysh languages, which are financed from the state budget. Some local radio stations in Balakan and Khachmaz organize broadcasts in Avar and Tat. In Baku several newspapers are published in Russian, Kurdish (Dengi Kurd), Lezgian (Samur) and Talysh languages. Jewish society "Sokhnut" publishes the newspaper Aziz.
=== Music and folk dances ===
Music of Azerbaijan builds on folk traditions that reach back nearly a thousand years. For centuries Azerbaijani music has evolved under the badge of monody, producing rhythmically diverse melodies. Azerbaijani music has a branchy mode system, where chromatization of major and minor scales is of great importance. Among national musical instruments there are 14 string instruments, eight percussion instruments and six wind instruments. According to The Grove Dictionary of Music and Musicians, "in terms of ethnicity, culture and religion the Azerbaijani are musically much closer to Iran than Turkey."
Mugham, meykhana and ashiq art are among the many musical traditions of Azerbaijan. Mugham is usually a suite with poetry and instrumental interludes. When performing mugham, the singers have to transform their emotions into singing and music. In contrast to the mugham traditions of Central Asian countries, Azerbaijani mugham is more free-form and less rigid; it is often compared to the improvised field of jazz. UNESCO proclaimed the Azerbaijani mugham tradition a Masterpiece of the Oral and Intangible Heritage of Humanity on 7 November 2003. Meykhana is a kind of traditional Azerbaijani distinctive folk unaccompanied song, usually performed by several people improvising on a particular subject.Ashiq combines poetry, storytelling, dance, and vocal and instrumental music into a traditional performance art that stands as a symbol of Azerbaijani culture. It is a mystic troubadour or traveling bard who sings and plays the saz. This tradition has its origin in the Shamanistic beliefs of ancient Turkic peoples. Ashiqs' songs are semi-improvised around common bases. Azerbaijan's ashiq art was included in the list of Intangible Cultural Heritage by the UNESCO on 30 September 2009.Since the mid-1960s, Western-influenced Azerbaijani pop music, in its various forms, that has been growing in popularity in Azerbaijan, while genres such as rock and hip hop are widely produced and enjoyed. Azerbaijani pop and Azerbaijani folk music arose with the international popularity of performers like Alim Qasimov, Rashid Behbudov, Vagif Mustafazadeh, Muslim Magomayev, Shovkat Alakbarova and Rubaba Muradova. Azerbaijan is an enthusiastic participant in the Eurovision Song Contest. Azerbaijan made its debut appearance at the 2008 Eurovision Song Contest. The country's entry gained third place in 2009 and fifth the following year. Ell and Nikki won the first place at the Eurovision Song Contest 2011 with the song "Running Scared", entitling Azerbaijan to host the contest in 2012, in Baku. They have qualified for every Grand Final up until the 2018 edition of the contest, entering with X My Heart by singer Aisel.There are dozens of Azerbaijani folk dances. They are performed at formal celebrations and the dancers wear national clothes like the Chokha, which is well-preserved within the national dances. Most dances have a very fast rhythm.
=== Literature ===
Among the medieval authors born within the territorial limits of modern Azerbaijani Republic was Persian poet and philosopher Nizami, called Ganjavi after his place of birth, Ganja, who was the author of the Khamsa ("The Quintuplet"), composed of five romantic poems, including "The Treasure of Mysteries", "Khosrow and Shīrīn", and "Leyli and Mejnūn".The earliest known figure in written Azerbaijani literature was Izzeddin Hasanoghlu, who composed a divan consisting of Persian and Azerbaijani ghazals. In Persian ghazals he used his pen-name, while his Azerbaijani ghazals were composed under his own name of Hasanoghlu.Classical literature in Azerbaijani was formed in the 14th century based on the various Early Middle Ages dialects of Tabriz and Shirvan. Among the poets of this period were Gazi Burhanaddin, Haqiqi (pen-name of Jahan Shah Qara Qoyunlu), and Habibi. The end of the 14th century was also the period of starting literary activity of Imadaddin Nasimi, one of the greatest Azerbaijani Hurufi mystical poets of the late 14th and early 15th centuries and one of the most prominent early divan masters in Turkic literary history, who also composed poetry in Persian and Arabic. The divan and ghazal styles were further developed by poets Qasem-e Anvar, Fuzuli and Khatai (pen-name of Safavid Shah Ismail I).
The Book of Dede Korkut consists of two manuscripts copied in the 16th century, and was not written earlier than the 15th century. It is a collection of 12 stories reflecting the oral tradition of Oghuz nomads. The 16th-century poet, Muhammed Fuzuli produced his timeless philosophical and lyrical Qazals in Arabic, Persian, and Azerbaijani. Benefiting immensely from the fine literary traditions of his environment, and building upon the legacy of his predecessors, Fuzuli was destined to become the leading literary figure of his society. His major works include The Divan of Ghazals and The Qasidas. In the same century, Azerbaijani literature further flourished with the development of Ashik (Azerbaijani: Aşıq) poetic genre of bards. During the same period, under the pen-name of Khatāī (Arabic: خطائی for sinner) Shah Ismail I wrote about 1400 verses in Azerbaijani, which were later published as his Divan. A unique literary style known as qoshma (Azerbaijani: qoşma for improvisation) was introduced in this period, and developed by Shah Ismail and later by his son and successor, Shah Tahmasp I.In the span of the 17th and 18th centuries, Fuzuli's unique genres as well Ashik poetry were taken up by prominent poets and writers such as Qovsi of Tabriz, Shah Abbas Sani, Agha Mesih Shirvani, Nishat, Molla Vali Vidadi, Molla Panah Vagif, Amani, Zafar and others. Along with Turks, Turkmens and Uzbeks, Azerbaijanis also celebrate the Epic of Koroglu (from Azerbaijani: kor oğlu for blind man's son), a legendary folk hero. Several documented versions of Koroglu epic remain at the Institute for Manuscripts of the National Academy of Sciences of Azerbaijan.Modern Azerbaijani literature in Azerbaijan is based on the Shirvani dialect mainly, while in Iran it is based on the Tabrizi one. The first newspaper in Azerbaijani, Akinchi was published in 1875. In the mid-19th century, it was taught in the schools of Baku, Ganja, Shaki, Tbilisi, and Yerevan. Since 1845, it was also taught in the University of Saint Petersburg in Russia.
=== Folk art ===
Azerbaijanis have a rich and distinctive culture, a major part of which is decorative and applied art. This art form is represented by a wide range of handicrafts, such as chasing, jeweling, engraving in metal, carving in wood, stone, bone, carpet-making, lasing, pattern weaving and printing, and knitting and embroidery. Each of these types of decorative art, evidence of the endowments of the Azerbaijan nation, is very much in favor here. Many interesting facts pertaining to the development of arts and crafts in Azerbaijan were reported by numerous merchants, travelers, and diplomats who had visited these places at different times.The Azerbaijani carpet is a traditional handmade textile of various sizes, with a dense texture and a pile or pile-less surface, whose patterns are characteristic of Azerbaijan's many carpet-making regions. In November 2010 the Azerbaijani carpet was proclaimed a Masterpiece of Intangible Heritage by UNESCO.
Azerbaijan has been since ancient times known as a center of a large variety of crafts. The archeological dig on the territory of Azerbaijan testifies to the well-developed agriculture, stock raising, metalworking, pottery, ceramics, and carpet-weaving that date as far back as to the 2nd millennium BC. Archeological sites in Dashbulaq, Hasansu, Zayamchai, and Tovuzchai uncovered from the BTC pipeline have revealed early Iron Age artifacts.Azerbaijani carpets can be categorized under several large groups and a multitude of subgroups. Scientific research of the Azerbaijani carpet is connected with the name of Latif Karimov, a prominent scientist and artist. It was his classification that related the four large groups of carpets with the four geographical zones of Azerbaijan, Guba-Shirvan, Ganja-Kazakh, Karabakh and Tabriz.
=== Cuisine ===
The traditional cuisine is famous for an abundance of vegetables and greens used seasonally in the dishes. Fresh herbs, including mint, cilantro (coriander), dill, basil, parsley, tarragon, leeks, chives, thyme, marjoram, green onion, and watercress, are very popular and often accompany main dishes on the table. Climatic diversity and fertility of the land are reflected in the national dishes, which are based on fish from the Caspian Sea, local meat (mainly mutton and beef), and an abundance of seasonal vegetables and greens. Saffron-rice plov is the flagship food in Azerbaijan and black tea is the national beverage. Azerbaijanis often use traditional armudu (pear-shaped) glass as they have very strong tea culture. Popular traditional dishes include bozbash (lamb soup that exists in several regional varieties with the addition of different vegetables), qutab (fried turnover with a filling of greens or minced meat) and dushbara (sort of dumplings of dough filled with ground meat and flavor).
=== Architecture ===
Azerbaijani architecture typically combines elements of East and West. Azerbaijani architecture has heavy influences from Persian architecture. Many ancient architectural treasures such as the Maiden Tower and Palace of the Shirvanshahs in the Walled City of Baku survive in modern Azerbaijan. Entries submitted on the UNESCO World Heritage tentative list include the Ateshgah of Baku, Momine Khatun Mausoleum, Hirkan National Park, Binagadi asphalt lake, Lökbatan Mud Volcano, Shusha State Historical and Architectural Reserve, Baku Stage Mountain, Caspian Shore Defensive Constructions, Ordubad National Reserve and the Palace of Shaki Khans.Among other architectural treasures are Quadrangular Castle in Mardakan, Parigala in Yukhary Chardaglar, a number of bridges spanning the Aras River, and several mausoleums. In the 19th and early 20th centuries, little monumental architecture was created, but distinctive residences were built in Baku and elsewhere. Among the most recent architectural monuments, the Baku subways are noted for their lavish decor.The task for modern Azerbaijani architecture is diverse application of modern aesthetics, the search for an architect's own artistic style and inclusion of the existing historico-cultural environment. Major projects such as Heydar Aliyev Cultural Center, Flame Towers, Baku Crystal Hall, Baku White City and SOCAR Tower have transformed the country's skyline and promotes its contemporary identity.
=== Visual art ===
The Gamigaya Petroglyphs, which date back to the 1st to 4th millennium BC, are located in Azerbaijan's Ordubad District. They consist of some 1500 dislodged and carved rock paintings with images of deer, goats, bulls, dogs, snakes, birds, fantastic beings, and people, carriages, and various symbols were found on basalt rocks. Norwegian ethnographer and adventurer Thor Heyerdahl was convinced that people from the area went to Scandinavia in about 100 AD, took their boat building skills with them, and transmuted them into the Viking boats in Northern Europe.Over the centuries, Azerbaijani art has gone through many stylistic changes. Azerbaijani painting is traditionally characterized by a warmth of colour and light, as exemplified in the works of Azim Azimzade and Bahruz Kangarli, and a preoccupation with religious figures and cultural motifs. Azerbaijani painting enjoyed preeminence in Caucasus for hundreds of years, from the Romanesque and Ottoman periods, and through the Soviet and Baroque periods, the latter two of which saw fruition in Azerbaijan. Other notable artists who fall within these periods include Sattar Bahlulzade, Togrul Narimanbekov, Tahir Salahov, Alakbar Rezaguliyev, Mirza Gadim Iravani, Mikayil Abdullayev and Boyukagha Mirzazade.
=== Cinema ===
The film industry in Azerbaijan dates back to 1898. Azerbaijan was among the first countries involved in cinematography, with the apparatus first showing up in Baku. In 1919, during the Azerbaijan Democratic Republic, a documentary The Celebration of the Anniversary of Azerbaijani Independence was filmed on the first anniversary of Azerbaijan's independence from Russia, 27 May, and premiered in June 1919 at several theatres in Baku. After the Soviet power was established in 1920, Nariman Narimanov, Chairman of the Revolutionary Committee of Azerbaijan, signed a decree nationalizing Azerbaijan's cinema. This also influenced the creation of Azerbaijani animation.In 1991, after Azerbaijan gained its independence from the Soviet Union, the first Baku International Film Festival East-West was held in Baku. In December 2000, the former President of Azerbaijan, Heydar Aliyev, signed a decree proclaiming 2 August to be the professional holiday of filmmakers of Azerbaijan. Today Azerbaijani filmmakers are again dealing with issues similar to those faced by cinematographers prior to the establishment of the Soviet Union in 1920. Once again, both choices of content and sponsorship of films are largely left up to the initiative of the filmmaker.
=== Television ===
There are three state-owned television channels: AzTV, Idman TV and Medeniyyet TV. There is one public channel and 6 private channels: İctimai Television, Space TV, Lider TV, Azad Azerbaijan TV, Xazar TV, Real TV and ARB.
=== Human rights ===
The Constitution of Azerbaijan claims to guarantee freedom of speech, but this is denied in practice. After several years of decline in press and media freedom, in 2014, the media environment in Azerbaijan deteriorated rapidly under a governmental campaign to silence any opposition and criticism, even while the country led the Committee of Ministers of the Council of Europe (May–November 2014). Spurious legal charges and impunity in violence against journalists have remained the norm. All foreign broadcasts are banned in the country.According to the 2013 Freedom House Freedom of the Press report, Azerbaijan's press freedom status is "not free", and Azerbaijan ranks 177th out of 196 countries.Christianity is officially recognized. All religious communities are required to register to be allowed to meet, under the risk of imprisonment. This registration is often denied. "Racial discrimination contributes to the country's lack of religious freedom, since many of the Christians are ethnic Armenian or Russian, rather than Azeri Muslim".Radio Free Europe/Radio Liberty and Voice of America are banned in Azerbaijan. Discrimination against LGBT people in Azerbaijan is widespread.During the last few years, three journalists were killed and several prosecuted in trials described as unfair by international human rights organizations. Azerbaijan had the biggest number of journalists imprisoned in Europe in 2015, according to the Committee to Protect Journalists, and is the 5th most censored country in the world, ahead of Iran and China. Some critical journalists have been arrested for their coverage of the COVID-19 pandemic in Azerbaijan.A report by an Amnesty International researcher in October 2015 points to "...the severe deterioration of human rights in Azerbaijan over the past few years. Sadly Azerbaijan has been allowed to get away with unprecedented levels of repression and in the process almost wipe out its civil society." Amnesty's 2015/16 annual report on the country stated "... persecution of political dissent continued. Human rights organizations remained unable to resume their work. At least 18 prisoners of conscience remained in detention at the end of the year. Reprisals against independent journalists and activists persisted both in the country and abroad, while their family members also faced harassment and arrests. International human rights monitors were barred and expelled from the country. Reports of torture and other ill-treatment persisted."The Guardian reported in April 2017 that "Azerbaijan's ruling elite operated a secret $2.9bn (£2.2bn) scheme to pay prominent Europeans, buy luxury goods and launder money through a network of opaque British companies .... Leaked data shows that the Azerbaijani leadership, accused of serial human rights abuses, systemic corruption and rigging elections, made more than 16,000 covert payments from 2012 to 2014. Some of this money went to politicians and journalists, as part of an international lobbying operation to deflect criticism of Azerbaijan's president, Ilham Aliyev, and to promote a positive image of his oil-rich country." There was no suggestion that all recipients were aware of the source of the money as it arrived via a disguised route.
=== Sport ===
Freestyle wrestling has been traditionally regarded as Azerbaijan's national sport, in which Azerbaijan won up to fourteen medals, including four golds since joining the International Olympic Committee. Currently, the most popular sports include football and wrestling.Football is the most popular sport in Azerbaijan, and the Association of Football Federations of Azerbaijan with 9,122 registered players, is the largest sporting association in the country. The national football team of Azerbaijan demonstrates relatively low performance in the international arena compared to the nation football clubs. The most successful Azerbaijani football clubs are Neftçi, Qarabağ, and Gabala. In 2012, Neftchi Baku became the first Azerbaijani team to advance to the group stage of a European competition, beating APOEL of Cyprus 4–2 on aggregate in the play-off round of the 2012–13 UEFA Europa League. In 2014, Qarabağ became the second Azerbaijani club advancing to the group stage of UEFA Europa League. In 2017, after beating Copenhagen 2–2 (a) in the play-off round of the UEFA Champions League, Qarabağ became the first Azerbaijani club to reach the Group stage. Futsal is another popular sport in Azerbaijan. The Azerbaijan national futsal team reached fourth place in the 2010 UEFA Futsal Championship, while domestic club Araz Naxçivan clinched bronze medals at the 2009–10 UEFA Futsal Cup and 2013–14 UEFA Futsal Cup. Azerbaijan was the main sponsor of Spanish football club Atlético de Madrid during seasons 2013/2014 and 2014/2015, a partnership that the club described should 'promote the image of Azerbaijan in the world'.Azerbaijan is one of the traditional powerhouses of world chess, having hosted many international chess tournaments and competitions and became European Team Chess Championship winners in 2009, 2013 and 2017. Notable chess players from the country's chess schools that have made a great impact on the game include Teimour Radjabov, Shahriyar Mammadyarov, Vladimir Makogonov, Vugar Gashimov and former World Chess Champion Garry Kasparov. As of 2014, country's home of Shamkir Chess a category 22 event and one of the highest rated tournaments of all time. Backgammon also plays a major role in Azerbaijani culture. The game is very popular in Azerbaijan and is widely played among the local public. There are also different variations of backgammon developed and analyzed by Azerbaijani experts.
Azerbaijan Women's Volleyball Super League is one of the strongest women leagues in the world. Its women's national team came fourth at the 2005 European Championship. Over the last years, clubs like Rabita Baku and Azerrail Baku achieved great success at European cups. Azerbaijani volleyball players include likes of Valeriya Korotenko, Oksana Parkhomenko, Inessa Korkmaz, Natalya Mammadova, and Alla Hasanova.
Other Azerbaijani athletes are Namig Abdullayev, Toghrul Asgarov, Rovshan Bayramov, Sharif Sharifov, Mariya Stadnik and Farid Mansurov in wrestling, Nazim Huseynov, Elnur Mammadli, Elkhan Mammadov and Rustam Orujov in judo, Rafael Aghayev in karate, Magomedrasul Majidov and Aghasi Mammadov in boxing, Nizami Pashayev in Olympic weightlifting, Azad Asgarov in pankration, Eduard Mammadov in kickboxing, and K-1 fighter Zabit Samedov.
Azerbaijan has a Formula One race-track, made in June 2012, and the country hosted its first Formula One Grand Prix on 19 June 2016 and the Azerbaijan Grand Prix in 2017, 2018, 2019, 2021 and 2022. Other annual sporting events held in the country are the Baku Cup tennis tournament and the Tour d'Azerbaïdjan cycling race.
Azerbaijan hosted several major sport competitions since the late 2000s, including the 2013 F1 Powerboat World Championship, 2012 FIFA U-17 Women's World Cup, 2011 AIBA World Boxing Championships, 2010 European Wrestling Championships, 2009 Rhythmic Gymnastics European Championships, 2014 European Taekwondo Championships, 2014 Rhythmic Gymnastics European Championships, and 2016 World Chess Olympiad. On 8 December 2012, Baku was selected to host the 2015 European Games, the first to be held in the competition's history. Baku also hosted the fourth Islamic Solidarity Games in 2017 and the 2019 European Youth Summer Olympic Festival, and it is also one of the hosts of UEFA Euro 2020, which because of Covid-19 is being held in 2021.
== See also ==
Outline of Azerbaijan
Index of Azerbaijan-related articles
List of World Heritage Sites in Azerbaijan
The Defense & Foreign Affairs Handbook on Azerbaijan (2006)
== Notes ==
== References ==
== Further reading ==
Altstadt, Audrey. Frustrated Democracy in Post-Soviet Azerbaijan (2018)
Broers, Broers Laurence. Armenia and Azerbaijan: Anatomy of a rivalry (Edinburgh University Press, 2019).
Cornell, Svante E. Azerbaijan since independence (Routledge, 2015).
Dragadze, Tamara. "Islam in Azerbaijan: The Position of Women" in Muslim Women's Choices (Routledge, 2020) pp. 152–163.
Elliott, Mark. Azerbaijan with Georgia (Trailblazers Publications, 1999).
Ergun, Ayça. "Citizenship, National Identity, and Nation-Building in Azerbaijan: Between the Legacy of the Past and the Spirit of Independence." Nationalities Papers (2021): 1–18. online
Goltz, Thomas. Azerbaijan Diary : A Rogue Reporter's Adventures in an Oil-Rich, War-Torn, Post-Soviet Republic. M E Sharpe (1998). ISBN 978-0-7656-0244-2
Habibov, Nazim, Betty Jo Barrett, and Elena Chernyak. "Understanding women's empowerment and its determinants in post-communist countries: Results of Azerbaijan national survey." Women's Studies International Forum. Vol. 62. Pergamon, 2017.
Olukbasi, Suha. Azerbaijan: A Political History. I.B. Tauris (2011). Focus on post-Soviet era.
== External links ==
=== General information ===
Azerbaijan International
Heydar Aliyev Foundation
Azerbaijan at Curlie
Azerbaijan. The World Factbook. Central Intelligence Agency.
Azerbaijan at University of Colorado at Boulder
Country profile from BBC
Key Development Forecasts for Azerbaijan from International Futures
Visions of Azerbaijan Journal of The European Azerbaijan Society
Geographic data related to Azerbaijan at OpenStreetMap
Media related to Azerbaijan at Wikimedia Commons
=== Major government resources ===
President of Azerbaijan website
Azerbaijan State Statistical Committee
United Nations Office in Azerbaijan
=== Major news media ===
Network NEWS Azerbaijan Archived 14 November 2016 at the Wayback Machine
Azerbaijan Today
Trend News Agency
News.Az
=== Tourism ===
Azerbaijan Tourism Portal
Wikimedia Atlas of Azerbaijan
Travel in Azerbaijan in Visions of Azerbaijan Journal
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Simplified Chinese characters
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Simplified Chinese characters are one type of standard Chinese character sets. Along with traditional Chinese characters, they are one of the two standard character sets of the contemporary Chinese written language. The government of the People's Republic of China in mainland China has promoted them for use in printing since the 1950s and 1960s to encourage literacy. They are officially used in the People's Republic of China, Malaysia and Singapore, while traditional Chinese characters remain in common use in Hong Kong, Macau, Taiwan and Japan, as well as South Korea to a certain extent.
Simplified Chinese characters may be referred to by their official name 简化字; Jiǎnhuàzì or colloquially 简体字; . In its broadest sense, the latter term refers to all characters that have undergone simplifications of character "structure" or "body", some of which have existed for millennia mainly in handwriting alongside traditional characters. On the other hand, the official name refers to the modern systematically simplified character set, which includes not only structural simplification but also substantial reduction in the total number of standardized Chinese characters.Simplified character forms were created by reducing the number of strokes and simplifying the forms of a sizable proportion of Chinese characters. Some simplifications were based on popular cursive forms embodying graphic or phonetic simplifications of the traditional forms. Some characters were simplified by applying regular rules, for example, by replacing all occurrences of a certain component with a simplified version of the component. Variant characters with the same pronunciation and identical meaning were reduced to a single standardized character, usually the simplest amongst all variants in form. Finally, many characters were left untouched by simplification and are thus identical between the traditional and simplified Chinese orthographies.
A second round of simplifications was promulgated in 1977, but was later retracted in 1986 for a variety of reasons, largely due to the confusion caused and the unpopularity of the second-round simplifications.In August 2009, China began collecting public comments for a modified list of simplified characters. The new Table of General Standard Chinese Characters consisting of 8,105 (simplified and unchanged) characters was officially implemented for use by the State Council of the People's Republic of China on June 5, 2013.
== History ==
=== China ===
==== Before 1949 ====
Although most simplified Chinese characters in use today are the result of the work moderated by the government of the People's Republic of China (PRC) in the 1950s and 1960s, the use of some of these forms predates the PRC's formation in 1949. Caoshu, cursive written text, was the inspiration of some simplified characters, and for others, some are attested as early as the Qin dynasty (221–206 BC) as either vulgar variants or original characters.
One of the earliest proponents of character simplification was Lufei Kui, who proposed in 1909 that simplified characters should be used in education. In the years following the May Fourth Movement in 1919, many anti-imperialist Chinese intellectuals sought ways to modernise China as quickly as possible. Traditional culture and values such as Confucianism were challenged and subsequently blamed for their problems. Soon, people in the movement started to cite the traditional Chinese writing system as an obstacle in modernising China and therefore proposed that a reform be initiated. It was suggested that the Chinese writing system should be either simplified or completely abolished. Lu Xun, a renowned Chinese author in the 20th century, stated that, "If Chinese characters are not destroyed, then China will die" (漢字不滅,中國必亡). Recent commentators have claimed that Chinese characters were blamed for the economic problems in China during that time.In the 1930s and 1940s, discussions on character simplification took place within the Kuomintang government, and a large number of the intelligentsia maintained that character simplification would help boost literacy in China. In 1935, 324 simplified characters collected by Qian Xuantong were officially introduced as the table of first batch of simplified characters, but they were suspended in 1936 due to fierce opposition within the party.
==== After 1949 ====
Within the PRC, further character simplification became associated with the leftists of the Cultural Revolution, culminating with the second-round simplified characters, which were promulgated in 1977. In part due to the shock and unease felt in the wake of the Cultural Revolution and Mao's death, the second round of simplifications was poorly received. In 1986, the authorities retracted the second round completely. Later in the same year, the authorities promulgated a final list of simplifications, which is identical to the 1964 list except for six changes (including the restoration of three characters that had been simplified in the first round: 叠, 覆, 像; the form 疊 is used instead of 叠 in regions using traditional Chinese). In 1965, the PRC published the Yinshua tongyong hanzi zixing biao 印刷通用汉字字形表 (zh) (List of commonly used characters for printing), which included the standardized printing forms of 6196 characters.
There had been simplification initiatives aimed at eradicating characters entirely and establishing the Hanyu Pinyin romanization as the official written system of the PRC, but the reform never gained quite as much popularity as the leftists had hoped. After the retraction of the second round of simplification, the PRC stated that it wished to keep Chinese orthography stable. Years later in 2009, the Chinese government released a major revision list which included 8,300 characters. No new simplifications were introduced. However, six characters previously listed as "traditional" characters that have been simplified, as well as 51 other "variant" characters, were restored to the standard list. In addition, orthographies (e.g., stroke shape) for 44 characters were proposed to be modified slightly to fit traditional calligraphic rules. Also, the practice of unrestricted simplification of rare and archaic characters by analogy using simplified radicals or components is now discouraged. A State Language Commission official cited "oversimplification" as the reason for restoring some characters. The language authority declared an open comment period until August 31, 2009, for feedback from the public. The proposed orthographic changes to 44 characters were not implemented due to overwhelmingly negative public opinion.The officially promulgated version of the Table of General Standard Chinese Characters, announced in 2013, contained 45 newly recognized standard characters that were previously considered variant forms, as well as official approval of 226 characters that had been simplified by analogy and had seen wide use but were not explicitly given in previous lists or documents.
=== Singapore and Malaysia ===
Singapore underwent three successive rounds of character simplification, eventually arriving at the same set of simplified characters as mainland China.The first round, consisting of 498 simplified characters from 502 traditional characters, was promulgated by the Ministry of Education in 1969. The second round, consisting of 2287 simplified characters, was promulgated in 1974. The second set contained 49 differences from the mainland China system; those were removed in the final round in 1976. In 1993, Singapore adopted the six revisions made by mainland China in 1986. However, unlike in mainland China where personal names may only be registered using simplified characters, parents have the option of registering their children's names in traditional characters in Singapore.
Malaysia promulgated a set of simplified characters in 1981, which were also completely identical to the simplified characters used in mainland China. Chinese-language schools use these.
Traditional characters are still often seen on shop signs, calligraphy, and some newspapers in both countries.
=== Hong Kong ===
A small group called Dou Zi Sei (T:導字社; S:导字社) or Dou Zi Wui (T:導字會; S:导字会) attempted to introduce a special version of simplified characters using romanizations in the 1930s. Today, however, traditional characters remain dominant in Hong Kong.
=== Japan ===
After World War II, Japan also simplified a number of Chinese characters (kanji) used in the Japanese language. The new forms are called shinjitai. Compared to Chinese, the Japanese reform was more limited, simplifying only a few hundred characters. Further, the list of simplifications was exhaustive, unlike Chinese simplification – thus analogous simplifications of not explicitly simplified characters (extended shinjitai) are not approved, and instead standard practice is to use the traditional forms.
The number of characters in circulation was also reduced, and formal lists of characters to be learned during each grade of school were established. The overall effect was to standardize teaching and the use of kanji in modern literature and media.
== Method of simplification ==
Structural simplification of characters
All characters simplified this way are enumerated in Chart 1 and Chart 2 in Jianhuazi zong biao (简化字总表), "Complete List of Simplified Characters" announced in 1986.
Chart 1 lists all 350 characters that are used by themselves, and can never serve as 'simplified character components'.
Chart 2 lists 132 characters that are used by themselves as well as utilized as simplified character components to further derive other simplified characters. Chart 2 also lists 14 'components' or 'radicals' that cannot be used by themselves, but can be generalized for derivation of more complex characters.
Derivation based on simplified character components
Chart 3 lists 1,753 characters which are simplified based on the same simplification principles used for character components and radicals in Chart 2. This list is non-exhaustive, so if a character is not already found in Chart 1, 2 or 3, but can be simplified in accordance with Chart 2, the character should be simplified.
Elimination of variants of the same character
Series One Organization List of Variant Characters accounts for some of the orthography difference between mainland China on the one hand, and Hong Kong and Taiwan on the other. These are not simplifications of character structures, but rather reduction in number of total standard characters. For each set of variant characters that share the identical pronunciation and meaning, one character (usually the simplest in form) is elevated to the standard character set, and the rest are obsoleted. After rounds of revisions, by 1993, some 1,027 variant characters have been declared obsolete by this list. Amongst the chosen variants, those that appear in the "Complete List of Simplified Characters" are also simplified in character structure accordingly.
Adoption of new standardized character forms
New standardized character forms originated from the "List of character forms of General Used Chinese characters for Publishing" containing 6,196 characters, published in 1965. The new forms tend to adopt vulgar variant forms for most of its characters. The List of Commonly Used Characters in Modern Chinese list, published in 1988, contains 7,000 commonly used characters, and replaces the 1965 list. Since the new forms take vulgar variants, many characters now appear slightly simpler compared to old forms, and as such are often mistaken as structurally simplified characters.
=== Structural simplification of characters ===
All characters simplified this way are enumerated in Chart 1 and Chart 2 in the Complete List of Simplified Characters. Characters in both charts are structurally simplified based on similar set of principles. They are separated into two charts to clearly mark those in Chart 2 as 'usable as simplified character components', based on which Chart 3 is derived.Merging two or more usually homophonous characters:
蒙、懞、濛、矇 → 蒙; 復、複、覆、复 → 复; 乾、幹、榦、干 → 干; 髮、發 → 发; etc.Using printed forms of cursive shapes (草書楷化):
書 → 书; 長 → 长; 當 → 当; 韋 → 韦; 樂 → 乐; 車 → 车; 興 → 兴; 發 → 发; 東 → 东; 專 → 专; 過 → 过; 報 → 报; 爾 → 尔; 盡 → 尽; 學 → 学; etc.Replacing a component of a character with a simple arbitrary symbol (such as 又 and 乂):
對 → 对; 觀 → 观; 僅 → 仅; 難 → 难; 鳳 → 凤; 這 → 这; 劉 → 刘; etc.Omitting entire components:
廠 → 厂; 廣 → 广; 飛 → 飞; 習 → 习; 滅 → 灭; 親 → 亲; 業 → 业; 鄉 → 乡; 餘 → 余; 氣 → 气; etc.Further morphing a character after omitting some components:
婦 → 妇; 麗 → 丽; 歸 → 归; 顯 → 显; 務 → 务; etc.Preserving the basic outline or shape of the original character
繼 → 继; 龜 → 龟; 齒 → 齿; 奪 → 夺; 門 → 门; 見 → 见; etc.Replacing the phonetic component of phono-semantic compound characters:
鄰 → 邻; 斃 → 毙; 蠟 → 蜡; 鍾 → 钟; 艦 → 舰; etc.Replacing uncommon phonetic component of a character with a more common one:
華 → 华; 憲 → 宪; 歷、曆 → 历; 賓 → 宾; etc.Replacing entire character with a newly coined phono-semantic compound character:
護 → 护; 驚 → 惊; 藝 → 艺; 響 → 响; etc.Removing radicals from characters
麼 → 么; 開 → 开; 裡/裏 → 里; 餘 → 余; 關/関 → 关; etc.Only retaining radicals from characters
廣 → 广; 親 → 亲; 產 → 产; 類 → 类; 廠 → 厂; 鄉 → 乡; etc.Adopting obscure ancient forms or variants:
塵 → 尘; 膚 → 肤; 從 → 从; 眾 → 众; 雲 → 云; 網 → 网; 與 → 与; 無 → 无; 電 → 电; etc.Adopting ancient vulgar variants:
體 → 体; 國 → 国; 憑 → 凭; 陽 → 阳; 陰 → 阴; etc.Re-adopting abandoned phonetic-loan characters:
餘 → 余; 後 → 后; 裡/裏 → 里; etc.Modifying a traditional character to simplify another traditional character:
義 → 义(乂); 髮、發 → 发(友); 龍 → 龙(尤); 頭 → 头(大) etc.
=== Derivation based on simplified character components ===
Based on 132 characters and 14 components listed in Chart 2 of the Complete List of Simplified Characters, the 1,753 'derived' characters found in the non-exhaustive Chart 3 can be created by systematically simplifying components using Chart 2 as a conversion table. While exercising such derivation, following rules should be observed:
The "Complete List of Simplified Characters" employs character components, not the traditional definition of radicals. A component refers to any conceivable part of a character, regardless of its position within the character, or its relative size compared to other components in the same character. For instance, in the character 摆, not only is 扌 (a traditional radical) considered a component, but so is 罢.
Each of the 132 simplified characters in Chart 2, when used as a component in compound characters, systematically simplify compound characters in exactly the same way the Chart 2 character itself was simplified. For instance, 單 is simplified in Chart 2 to 单. Based on the same principle, these derivations can be made: 彈 → 弹; 嬋 → 婵; 囅 → 冁; etc.
The 14 simplified components in Chart 2 are never used alone as individual characters. They only serve as components. Example of derived simplification based on the component 𦥯, simplified to 𰃮 (), include: 學 → 学; 覺 → 觉; 黌 → 黉; etc.
Chart 1 collects 352 simplified characters that generally cannot be used as components. Even in rare cases where a Chart 1 character is found as a component in a compound character, the compound character cannot be simplified in the same way. For instance, 習 is simplified in Chart 1 to 习, but 褶 cannot be simplified to ⿰衤习.
A character that is already explicitly listed as simplified character in the "Complete List of Simplified Characters" cannot be alternatively simplified based on derivation. For instance, 戰 and 誇 are simplified in Chart 1 to 战 and 夸 respectively, thus they cannot be simplified alternatively by derivation via 单 and 讠 in Chart 2 to 𢧐 and ⿰讠夸. 過 is simplified in Chart 2 to 过, thus it cannot be alternatively derived via 呙 in Chart 2 as 𬨨.Sample Derivations:
𦥯 → 𰃮 (), thus 學 → 学; 覺 → 觉; 黌 → 黉; etc.
單 → 单, thus 彈 → 弹; 嬋 → 婵; 囅 → 冁; etc.
頁 → 页, thus 顏 → 颜; 頷 → 颔; 順 → 顺; 額 → 额; etc.
專 → 专, thus 傳 → 传; 轉 → 转; 磚 → 砖; etc.
𩙿 → 饣, thus 飯 → 饭; 飽 → 饱; 飼 → 饲; 餃 → 饺; etc.
訁 → 讠, thus 話 → 话; 語 → 语; 誰 → 谁; etc.
=== Elimination of variants of the same character ===
The "Series One Organization List of Variant Characters" reduces the number of total standard characters. First, amongst each set of variant characters sharing identical pronunciation and meaning, one character (usually the simplest in form) is elevated to the standard character set, and the rest are made obsolete. Then amongst the chosen variants, those that appear in the "Complete List of Simplified Characters" are also simplified in character structure accordingly. Some examples follow:
Sample reduction of equivalent variants:
姪 → 侄; 蹤 → 踪; 恆 → 恒; 佇 → 伫; 虖、嘑、謼 → 呼; 夠 → 够 etc.In choosing standard characters, often ancient variants with simple structures are preferred:
異 → 异; 淚 → 泪; 災、烖、菑 → 灾; etc.Vulgar forms simpler in structure are also chosen:
傑 → 杰; 貓 → 猫; 豬 → 猪; 獃、騃 → 呆; etc.The chosen variant was already simplified in Chart 1:
裏 → 裡 → 里; 歎 → 嘆 → 叹; 唘、啓 → 啟 → 启; 鬦、鬪、鬭 → 鬥 → 斗; 厤、暦 → 曆 → 历; 歴 → 歷 → 历; etc.In some instances, the chosen variant is actually more complex than eliminated ones. An example is the character 搾 which is eliminated in favor of the variant form 榨. The "hand" radical 扌, with three strokes, on the left of the eliminated 搾 is now "seen" as more complex, appearing as the "tree" radical 木, with four strokes, in the chosen variant 榨.
Not all characters standardised in the simplified set consist of fewer strokes. For instance, the traditional character 強, with 11 strokes is standardised as 强, with 12 strokes, which is a variant character. Such characters do not constitute simplified characters.
=== Adoption of new standardized character forms ===
The new standardized character forms (新字形 xīn zìxíng) shown in the List of Character Forms of Generally Used Chinese Characters for Publishing and revised through the List of Commonly Used Characters in Modern Chinese tend to adopt vulgar variant character forms. Since the new forms take vulgar variants, many characters now appear slightly simpler compared to old forms, and as such are often mistaken as structurally simplified characters. Some examples follow:
The traditional component 釆 becomes 米:
粵 → 粤; 奧 → 奥; etc.The traditional component 囚 becomes 日:
溫 → 温; 媼 → 媪; etc.The traditional "Break" stroke becomes the "Dot" stroke:
虛 → 虚; 噓 → 嘘; etc.The traditional components ⺥ and 爫 become ⺈:
靜 → 静; 睜 → 睁; etc.The traditional component 奐 becomes 奂:
換 → 换; 煥 → 焕; etc.
=== Inconsistencies ===
A commonly cited example of the irregularity of simplification involves characters that share the "hand" component 又 , which is used in many simplified characters. While there is an observable pattern involving the replacement of 𦰩 with 又 as seen in 漢 → 汉, 難 → 难, 癱 → 瘫, 嘆 → 叹, 灘 → 滩, etc., when observing that 歎 → 叹, 歡 → 欢, 勸 → 劝, 灌 (not simplified) and 罐 (not simplified), an inconsistency arises. This is due to the fact that in the Complete List of Simplified Characters, 漢 → 汉 appears in Chart 1 while 難 → 难 is listed in Chart 2 and 癱 → 瘫 as a derived character in the non-exhaustive list in Chart 3. Therefore, 难 is defined as a 'simplified character component' according to the standard, while 又 is not. Based on 难, 癱 is simplified to 瘫, and 灘 to 滩. Since both 歡 → 欢 and 勸 → 劝 appear in Chart 1, they are not defined as derived characters. There are therefore no characters or components found in Chart 2 usable for derivation of 灌 and 罐. Further investigation reveals that these two characters do not appear in Chart 1 nor in "Series One Organization List of Variant Characters". Thus they remain unchanged from traditional forms in the "List of Commonly Used Characters in Modern Chinese".
== Distribution and use ==
The People's Republic of China and Singapore generally use simplified characters. They appear very sparingly in printed text produced in Hong Kong, Macau, Taiwan, and overseas Chinese communities, although they are becoming more prevalent as China opens to the world. Conversely, the mainland is seeing an increase in the use of traditional forms, where they are often used on signs, and in logos, blogs, dictionaries, and scholarly works.
=== Mainland China ===
The Law of the People's Republic of China on the National Common Language and Characters implies simplified Chinese as the standard script, with traditional Chinese being used for purposes such as ceremonies, cultural purposes (e.g. calligraphy), decoration, publications and books on ancient literature and poetry, and research purposes. Traditional Chinese remains ubiquitous on buildings predating the promotion of simplified characters, such as former government buildings, religious buildings, educational institutions, and historical monuments. Traditional Chinese is also often used for commercial purposes, such as shopfront displays and advertisements.
As part of the one country, two systems model, the PRC has not attempted to force Hong Kong or Macau into using simplified characters. The PRC tends to print material intended for people in Hong Kong, Macau and Taiwan, and overseas Chinese in traditional characters. For example, it prints versions of the People's Daily in traditional characters and both the People's Daily and Xinhua websites have versions in traditional characters using Big5 encoding. Mainland companies selling products in Hong Kong, Macau and Taiwan use traditional characters on their displays and packaging to communicate with consumers (the reverse is true as well).
Dictionaries published in mainland China generally show both simplified and their traditional counterparts. In digital media, many cultural phenomena imported from Hong Kong and Taiwan into mainland China, such as music videos, karaoke videos, subtitled movies, and subtitled dramas, use traditional Chinese characters.
=== Hong Kong ===
Textbooks, official statements, newspapers, including the PRC-funded media, show no signs of moving to simplified Chinese characters. However, some students may opt to use the simplified form when taking notes or doing test papers to write faster.
It is common for Hong Kong people to learn traditional Chinese characters in school, and some simplified Chinese in passing (either through reading mainland-published books or other media). For use on computers, however, people tend to type Chinese characters using a traditional character set such as Big5. In Hong Kong, as well as elsewhere, it is common for people who use both sets to do so because it is much easier to convert from the traditional character set to the simplified character set because of the usage of the aforementioned methods 8 and 9 of simplification.
=== Taiwan ===
Simplified Chinese characters are not officially used in governmental and civil publications in Taiwan. However, it is legal to import simplified character publications and distribute them. Certain simplified characters that have long existed in informal writing for centuries also have popular usage, while those characters simplified originally by the Taiwanese government are much less common in daily appearance.
In all areas, most handwritten text will include informal simplifications (alternative script) which are not the same as the simplifications officially promulgated by the PRC and are often instead influenced by the shinjitai used in Japan. The informal simplification of the first character of "Taiwan", "Taipei", etc., from 臺 to 台 rivals its orthodox form in commonality, even in print and in answers to school exams. This is because the adoption of simplified characters has been gradual and predates the Chinese Civil War by several decades and some are used beyond mainland China to some extent.
=== Singapore, Malaysia and Indonesia ===
In Singapore, where Mandarin Chinese is one of the official languages, simplified characters are the official standard and are generally used in all official publications as well as the government-controlled press. While simplified characters are taught exclusively in schools and are generally used in all official publications, the government does not officially discourage the use of traditional characters and still allow parents to choose whether to have their child's Chinese name registered in simplified or traditional characters. Furthermore, traditional characters are widely used by older generations and are widespread on signboards, stall menus, and decorations, among others.
In Malaysia, Chinese is not an official language, but over 90% of ethnic-Chinese students are educated in Chinese schools, which have taught simplified characters since 1981. Likewise, traditional characters are also widely used by older generations and are widespread on signboards, etc., albeit more common than in Singapore. Most of Malaysia's Chinese newspapers compromise by retaining traditional characters in article headlines but using simplified characters for content.
As there is no restriction of the use of traditional characters in the mass media, television programmes, books, magazines and music CD's that have been imported from Hong Kong or Taiwan are widely available, and these almost always use traditional characters. Most karaoke discs, being imported from Hong Kong or Taiwan, have song lyrics in traditional characters as well. Many shop signs continue to be written in traditional characters. Menus in hawker centres and coffee shops are also commonly seen in traditional characters.
In Indonesia, Chinese is not an official language; however, the country is home to a sizable ethnic-Chinese community. Similar to Malaysia, ethnic-Chinese students typically receive their education in schools that teach Mandarin Chinese. Simplified characters are almost exclusively used in Indonesia, with traditional characters being seldom used, usually reserved for stylistic purposes only.
== Education ==
In general, schools in mainland China, Malaysia and Singapore use simplified characters exclusively, while schools in Hong Kong, Macau, and Taiwan use traditional characters exclusively.
Today, simplified Chinese characters predominate among college and university programs teaching Chinese as a foreign language outside of China, such as those in the United States.
=== Mainland China ===
In December 2004, Ministry of Education authorities rejected a proposal from a Beijing Chinese People's Political Consultative Conference (CPPCC) political conference member that called for elementary schools to teach traditional Chinese characters in addition to the simplified ones. The conference member pointed out that many, especially young people, have difficulties with traditional Chinese characters; this is especially important in dealing with non-mainland communities such as Taiwan and Hong Kong. The educational authorities did not approve the recommendation, saying that it did not fit in with the "requirements as set out by the law" and it could potentially complicate the curricula. A similar proposal was delivered to the first plenary session of the 11th CPPCC in March 2008.
=== Hong Kong ===
Most, if not all, Chinese language textbooks in Hong Kong are written in traditional characters. Before 1997, the use of simplified characters was generally discouraged by educators. After 1997, while students are still expected to be proficient and utilize traditional characters in formal settings, they may sometimes adopt a hybrid written form in informal settings to speed up writing. With the exception of open examinations, simplified Chinese characters are considered acceptable by the Hong Kong Examinations and Assessment Authority for their speed.
=== Singapore, Malaysia and Indonesia ===
Chinese textbooks in Singapore, Malaysia and Indonesia are written exclusively in simplified characters, and only simplified characters are taught in school. Traditional characters are usually only taught to those taking up calligraphy as a co-curricular activity or Cantonese as an elective course at school.
=== Chinese as a foreign language ===
As the source of many Mandarin Chinese textbooks is mainland China, the majority of textbooks teaching Chinese are now based on simplified characters and Hanyu Pinyin – although there are textbooks originating in China which have a traditional version. For practical reasons, universities and schools prepare students who will be able to communicate with mainland China, so their obvious choice is to use simplified characters.
In places where a particular set is not locally entrenched, such as Europe and the United States, instruction is now mostly simplified, as the economic importance of mainland China increases, and also because of the availability of textbooks printed in mainland China. Teachers of international students often recommend learning both systems.
==== Europe ====
In the United Kingdom, universities mainly teach Mandarin Chinese at the undergraduate level using the simplified characters coupled with pinyin. However, they will require the students to learn or be able to recognise the traditional forms if they are studying in Taiwan or Hong Kong (such as taking Cantonese courses). In Australia and New Zealand, schools, universities and TAFEs use predominantly simplified characters.
Russia and most East European nations are traditionally oriented on the education of the PRC's system for teaching Chinese, which uses simplified characters but exposes the learners to both systems.
==== East Asia ====
In South Korea, universities have used predominantly simplified characters since 1990s. In high school, Chinese is one of the selective subjects. By the regulation of the national curricula standards, MPS I and traditional characters had been originally used before (since the 1940s), but by the change of regulation, pinyin and simplified characters have been used to pupils who enter the school in 1996 or later. Therefore, MPS I and traditional characters disappeared after 1998 in South Korean high school Chinese curriculum.
In Japan there are two types of schools. Simplified Chinese is taught instead of traditional Chinese in pro-mainland China schools. They also teach Pinyin, a romanization system for standard Chinese, while the Taiwan-oriented schools teach Zhuyin, which uses phonetic symbols. However, the Taiwan-oriented schools are starting to teach simplified Chinese and Pinyin to offer a more well-rounded education.
==== Southeast Asia ====
In the Philippines, the use of simplified characters has become increasingly popular. Before the 1970s, Chinese schools in the Philippines were under the supervision of the Ministry of Education of the Republic of China. Hence, most books were using traditional characters. Traditional characters remained prevalent until the early 2000s. Institutions like the Confucius Institute, being the cultural arm of the People's Republic of China, are strong proponents of the use of simplified characters. Also, many schools are now importing their Mandarin textbooks from Singapore instead of Taiwan.
Public universities such as the Linguistics and Asian Languages Department of the University of the Philippines use simplified characters in their teaching materials. On the other hand, private schools such as Chiang Kai Shek College and Saint Jude Catholic School remain major proponents of the usage of traditional characters. Some private universities, such as the Ateneo de Manila University, also use simplified characters.
== Computer encoding and fonts ==
In computer text applications, the GB encoding scheme most often renders simplified Chinese characters, while Big5 most often renders traditional characters. Although neither encoding has an explicit connection with a specific character set, the lack of a one-to-one mapping between the simplified and traditional sets established a de facto linkage.Since simplified Chinese conflated many characters into one and since the initial version of the GB encoding scheme, known as GB 2312-80, contained only one code point for each character, it is impossible to use GB 2312 to map to the bigger set of traditional characters. It is theoretically possible to use Big5 code to map to the smaller set of simplified character glyphs, although there is little market for such a product. Newer and alternative forms of GB have support for traditional characters. In particular, mainland authorities have now established GB 18030 as the official encoding standard for use in all mainland software publications. The encoding contains all East Asian characters included in Unicode 3.0. As such, GB 18030 encoding contains both simplified and traditional characters found in Big-5 and GB, as well as all characters found in Japanese and Korean encodings.
Unicode deals with the issue of simplified and traditional characters as part of the project of Han unification by including code points for each. This was rendered necessary by the fact that the linkage between simplified characters and traditional characters is not one-to-one. While this means that a Unicode system can display both simplified and traditional characters, it also means that different localization files are needed for each type.
The Chinese characters used in modern Japanese (called Kanji characters) have also undergone simplification, but generally to a lesser extent than with simplified Chinese. It is worth mentioning that Japan's writing system utilizes a reduced number of Chinese characters in daily use, resulting partly from the Japanese language reforms; thus, a number of complex characters are written phonetically. Reconciling these different character sets in Unicode became part of the controversial process of Han unification. Some of the Chinese characters used in Japan are neither 'traditional' nor 'simplified'. In this case, these characters cannot be found in traditional/simplified Chinese dictionaries.
In font filenames and descriptions, the acronym SC is used to signify the use of simplified Chinese characters to differentiate fonts that use TC for traditional Chinese characters.
== Web pages ==
The World Wide Web Consortium's Internationalization working group recommends the use of the language tag zh-Hans as a language attribute value and Content-Language value to specify web-page content in simplified Chinese characters.
== Criticism ==
There are ongoing disputes among users of Chinese characters related to the introduction of simplified Chinese characters.
Author Liu Shahe was an outspoken critic of the simplification of Chinese characters. He wrote a dedicated column entitled "Simplified Characters are Unreasonable" (简化字不讲理) in the Chinese edition of the Financial Times.Traditional Chinese supporters sometimes refer to simplified Chinese as 殘體字 (cántǐzì – 'crippled characters').
Criticism of the simplifications does not necessarily imply sympathy for restoration of the traditional spelling since alternative simplifications are possible.
== See also ==
Ambiguities in Chinese character simplification
Chinese Character Simplification Scheme
Debate on traditional and simplified Chinese characters
Ryakuji
Xin Zixing
Shinjitai (新字体 or 新字體 – Japanese simplified characters)
Differences between Shinjitai and Simplified characters
Traditional Chinese characters
== Notes ==
== References ==
== Further reading ==
Bergman, Peter M. (1980). The Basic English-Chinese, Chinese-English Dictionary: Using Simplified Characters (with an Appendix Containing the Original Complex Characters) Transliterated in Accordance with the New, Official Chinese Phonetic Alphabet. New York, N.Y.: New American Library. ISBN 0-451-09262-7.
Bökset, Roar (2006). Long Story of Short Forms: The Evolution of Simplified Chinese Characters. Stockholm East Asian Monographs, No. 11. Stockholm: Dept. of Oriental Languages, Stockholm University. ISBN 91-628-6832-2.
Chen, Huoping (1987). Simplified Chinese Characters. Torrance, CA: Heian. ISBN 0-89346-293-4.
== External links ==
Andrew West, Proposal to Encode Obsolete Simplified Chinese Characters
Stroke Order Animation and Dictionary of Simplified Chinese Characters
Simplified to Traditional Chinese Conversion Table
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Puerto Rico
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Puerto Rico (Spanish for 'rich port'; abbreviated PR; Taino: Boriken, Borinquen), officially the Commonwealth of Puerto Rico (Spanish: Estado Libre Asociado de Puerto Rico, lit. 'Free Associated State of Puerto Rico'), is a Caribbean island and unincorporated territory of the United States with official Commonwealth status. It is located in the northeast Caribbean Sea, approximately 1,000 miles (1,600 km) southeast of Miami, Florida, between the Dominican Republic and the U.S. Virgin Islands, and includes the eponymous main island and several smaller islands, such as Mona, Culebra, and Vieques. It has roughly 3.2 million residents, and its capital and most populous city is San Juan. Spanish and English are the official languages of the executive branch of government, though Spanish predominates.Puerto Rico was settled by a succession of peoples beginning 2,000 to 4,000 years ago; these included the Ortoiroid, Saladoid, and Taíno. It was then colonized by Spain following the arrival of Christopher Columbus in 1493. Puerto Rico was contested by other European powers, but remained a Spanish possession for the next four centuries. An influx of African slaves and settlers primarily from the Canary Islands and Andalusia vastly changed the cultural and demographic landscape of the island. Within the Spanish Empire, Puerto Rico played a secondary but strategic role compared to wealthier colonies like Peru and New Spain. By the late 19th century, a distinct Puerto Rican identity began to emerge, centered around a fusion of indigenous, African, and European elements. In 1898, following the Spanish–American War, Puerto Rico was acquired by the United States.Puerto Ricans have been U.S. citizens since 1917, and can move freely between the island and the mainland. However, when resident in the unincorporated territory of Puerto Rico, Puerto Ricans are disenfranchised at the national level, do not vote for the president or vice president, and generally do not pay federal income tax. In common with four other territories, Puerto Rico sends a nonvoting representative to the U.S. Congress, called a Resident Commissioner, and participates in presidential primaries; as it is not a state, Puerto Rico does not have a vote in Congress, which governs it under the Puerto Rico Federal Relations Act of 1950. Congress approved a local constitution in 1952, allowing U.S. citizens residing on the island to elect a governor. Puerto Rico's current and future political status has consistently been a matter of significant debate.Beginning in the mid-20th century, the U.S. government, together with the Puerto Rico Industrial Development Company, launched a series of economic projects to develop Puerto Rico into an industrial high-income economy. It is classified by the International Monetary Fund as a developed jurisdiction with an advanced, high-income economy; it ranks 40th on the Human Development Index. The major sectors of Puerto Rico's economy are manufacturing (primarily pharmaceuticals, petrochemicals, and electronics) followed by services (namely tourism and hospitality).
== Etymology ==
Puerto Rico is Spanish for "rich port". Puerto Ricans often call the island Borinquén, a derivation of Borikén, its indigenous Taíno name, which is popularly said to mean "Land of the Valiant Lord". The terms boricua and borincano are commonly used to identify someone of Puerto Rican heritage, and derive from Borikén and Borinquen respectively. The island is also popularly known in Spanish as la isla del encanto, meaning "the island of enchantment".Columbus named the island San Juan Bautista, in honor of Saint John the Baptist, while the capital city was named Ciudad de Puerto Rico ("Rich Port City"). Eventually traders and other maritime visitors came to refer to the entire island as Puerto Rico, while San Juan became the name used for the main trading/shipping port and the capital city.The island's name was changed to Porto Rico by the United States after the Treaty of Paris of 1898. The anglicized name was used by the U.S. government and private enterprises. The name was changed back to Puerto Rico in 1931 by a joint resolution in Congress introduced by Félix Córdova Dávila.The official name of the entity in Spanish is Estado Libre Asociado de Puerto Rico ("Free Associated State of Puerto Rico"), while its official English name is Commonwealth of Puerto Rico.
== History ==
=== Pre-Columbian era ===
The ancient history of the archipelago which is now Puerto Rico is not well known. Unlike other indigenous cultures in the New World (Aztec, Maya or Inca) which left behind abundant archeological and physical evidence of their societies, scant artifacts and evidence remain of the Puerto Rico's earliest population. Scarce archaeological findings and early Spanish accounts from the colonial era constitute all that is known about them. The first comprehensive book on the history of Puerto Rico was written by Fray Íñigo Abbad y Lasierra in 1786, nearly three centuries after the first Spaniards landed on the island.The first known settlers were the Ortoiroid people, an Archaic Period culture of Amerindian hunters and fishermen who migrated from the South American mainland. Some scholars suggest their settlement dates back about 4,000 years. An archeological dig in 1990 on the island of Vieques found the remains of a man, designated as the Puerto Ferro Man, which was dated to around 2000 BC. The Ortoiroid were displaced by the Saladoid, a culture from the same region that arrived on the island between 430 and 250 BCE.The Igneri tribe migrated to Puerto Rico between 120 and 400 AD from the region of the Orinoco river in northern South America. The Archaic and Igneri cultures clashed and co-existed on the island between the 4th and 10th centuries.Between the 7th and 11th centuries, the Taíno culture developed on the island. By approximately 1000 AD, it had become dominant. At the time of Columbus' arrival, an estimated 30,000 to 60,000 Taíno Amerindians, led by the cacique (chief) Agüeybaná, inhabited the island. They called it Boriken, popularly said to mean "the great land of the valiant and noble Lord". The natives lived in small villages, each led by a cacique. They subsisted by hunting and fishing, done generally by men, as well as by the women's gathering and processing of indigenous cassava root and fruit. This lasted until Columbus arrived in 1493.
=== Spanish colony (1493–1898) ===
==== Conquest and early settlement ====
When Columbus arrived in Puerto Rico during his second voyage on 19 November 1493, the island was inhabited by the Taíno. They called it Borikén, spelled in a variety of ways by different writers of the day. Columbus named the island San Juan Bautista, in honor of St John the Baptist. Having reported the findings of his first travel, Columbus brought with him this time a letter from King Ferdinand empowered by a papal bull that authorized any course of action necessary for the expansion of the Spanish Empire and the Christian faith. Juan Ponce de León, a lieutenant under Columbus, founded the first Spanish settlement of Caparra on 8 August 1508. He later served as the first governor of the island. Eventually, traders and other maritime visitors came to refer to the entire island as Puerto Rico, and San Juan became the name of the main trading and shipping port city.
At the beginning of the 16th century, Spanish people began to colonize the island. Despite the Laws of Burgos of 1512 and other decrees for the protection of the indigenous population, some Taíno Indians were forced into an encomienda system of forced labor in the early years of colonization. The population suffered extremely high fatalities from epidemics of European infectious diseases such as smallpox.
==== Colonization under the Habsburgs ====
In 1520, King Charles I of Spain issued a royal decree collectively emancipating the remaining Taíno population. By that time, the Taíno people were few in number and their culture extirpated. Enslaved Africans had already begun to be imported to compensate for the native labor loss, but their numbers were proportionate to the diminished commercial interest Spain soon began to demonstrate for the island colony. Other nearby islands, like Cuba, Hispaniola, and Guadalupe, attracted more of the slave trade than Puerto Rico, probably because of greater agricultural interests in those islands, on which colonists had developed large sugar plantations and had the capital to invest in the Atlantic slave trade.From the beginning of the country, the colonial administration relied heavily on the industry of enslaved Africans and creole blacks for public works and defenses, primarily in coastal ports and cities, where the tiny colonial population had hunkered down. With no significant industries or large-scale agricultural production as yet, enslaved and free communities lodged around the few littoral settlements, particularly around San Juan, also forming lasting Afro-Criollo communities. Meanwhile, in the island's interior, there developed a mixed and independent peasantry that relied on a subsistence economy. This mostly unsupervised population supplied villages and settlements with foodstuffs and, in relative isolation, set the pattern for what later would be known as the Puerto Rican Jíbaro culture. By the end of the 16th century, the Spanish Empire was diminishing and, in the face of increasing raids from European competitors, the colonial administration throughout the Americas fell into a "bunker mentality". Imperial strategists and urban planners redesigned port settlements into military posts with the objective of protecting Spanish territorial claims and ensuring the safe passing of the king's silver-laden Atlantic Fleet to the Iberian Peninsula. San Juan served as an important port-of-call for ships driven across the Atlantic by its powerful trade winds. West Indies convoys linked Spain to the island, sailing between Cádiz and the Spanish West Indies. The colony's seat of government was on the fortified Islet of San Juan and for a time became one of the most heavily fortified settlements in the Spanish Caribbean earning the name of the "Walled City". The islet is still dotted with the various forts and walls, such as La Fortaleza, Castillo San Felipe del Morro, and Castillo San Cristóbal, designed to protect the population and the strategic Port of San Juan from the raids of the European competitors and corsairs.
In 1625, in the Battle of San Juan, the Dutch commander Boudewijn Hendricksz tested the defenses' limits like no one else before. Learning from Francis Drake's previous failures here, he circumvented the cannons of the castle of San Felipe del Morro and quickly brought his 17 ships into the San Juan Bay. He then occupied the port and attacked the city while the population hurried for shelter behind El Morro's moat and high battlements. Historians consider this event the worst attack on San Juan. Though the Dutch set the village on fire, they failed to conquer El Morro, and its batteries pounded their troops and ships until Hendricksz deemed the cause lost. Hendricksz's expedition eventually helped propel a fortification frenzy. Constructions of defenses for the San Cristóbal Hill were soon ordered so as to prevent the landing of invaders out of reach of El Morro's artillery. Urban planning responded to the needs of keeping the colony in Spanish hands.
==== Late colonial period ====
During the late 16th and early 17th centuries, Spain concentrated its colonial efforts on the more prosperous mainland North, Central, and South American colonies. With the advent of the lively Bourbon Dynasty in Spain in the 1700s, the island of Puerto Rico began a gradual shift to more imperial attention. More roads began connecting previously isolated inland settlements to coastal cities, and coastal settlements like Arecibo, Mayagüez and Ponce began acquiring importance of their own, separate from San Juan. By the end of the 18th century, merchant ships from an array of nationalities threatened the tight regulations of the Mercantilist system, which turned each colony solely toward the European metropole and limited contact with other nations. U.S. ships came to surpass Spanish trade and with this also came the exploitation of the island's natural resources. Slavers, which had made but few stops on the island before, began selling more enslaved Africans to growing sugar and coffee plantations. The increasing number of Atlantic wars in which the Caribbean islands played major roles, like the War of Jenkins' Ear, the Seven Years' War and the Atlantic Revolutions, ensured Puerto Rico's growing esteem in Madrid's eyes. On 17 April 1797, Sir Ralph Abercromby's fleet invaded the island with a force of 6,000–13,000 troops, which included German soldiers and Royal Marines and 60 to 64 ships. Fierce fighting continued for the next days with Spanish troops. Both sides suffered heavy losses. On Sunday 30 April the British ceased their attack and began their retreat from San Juan. By the time independence movements in the larger Spanish colonies gained success, new waves of loyal European-born immigrants began to arrive in Puerto Rico, helping to tilt the island's political balance toward the Crown.
In 1809, to secure its political bond with the island and in the midst of the European Peninsular War, the Supreme Central Junta based in Cádiz recognized Puerto Rico as an overseas province of Spain. This gave the island residents the right to elect representatives to the recently convened Cortes of Cádiz (effectively the Spanish government during a portion of the Napoleonic Wars), with somewhat equal representation to mainland Iberian, Mediterranean (Balearic Islands) and Atlantic maritime Spanish provinces (Canary Islands). Ramón Power y Giralt, the first Spanish parliamentary representative from the island of Puerto Rico, died after serving a three-year term in the Cortes. These parliamentary and constitutional reforms were in force from 1810 to 1814, and again from 1820 to 1823. They were twice reversed during the restoration of the traditional monarchy by Ferdinand VII. Immigration and commercial trade reforms in the 19th century increased the island's ethnic European population and economy and expanded the Spanish cultural and social imprint on the local character of the island.Minor slave revolts had occurred on the island throughout the years, with the revolt planned and organized by Marcos Xiorro in 1821 being the most important. Even though the conspiracy was unsuccessful, Xiorro achieved legendary status and is part of the folklore of Puerto Rico.
==== Politics of liberalism ====
In the early 19th century, Puerto Rico spawned an independence movement that, due to harsh persecution by the Spanish authorities, convened in the neighboring island of St. Thomas. The movement was largely inspired by the ideals of Simón Bolívar in establishing a United Provinces of New Granada and Venezuela, that included Puerto Rico and Cuba. Among the influential members of this movement were Brigadier General Antonio Valero de Bernabé and María de las Mercedes Barbudo. The movement was discovered, and Governor Miguel de la Torre had its members imprisoned or exiled.With the increasingly rapid growth of independent former Spanish colonies in the South and Central American states in the first part of the 19th century, the Spanish Crown considered Puerto Rico and Cuba of strategic importance. To increase its hold on its last two New World colonies, the Spanish Crown revived the Royal Decree of Graces of 1815 as a result of which 450,000 immigrants, mainly Spaniards, settled on the island in the period up until the American conquest. Printed in three languages—Spanish, English, and French—it was intended to also attract non-Spanish Europeans, with the hope that the independence movements would lose their popularity if new settlers had stronger ties to the Crown. Hundreds of non-Spanish families, mainly from Corsica, France, Germany, Ireland, Italy and Scotland, also immigrated to the island.Free land was offered as an incentive to those who wanted to populate the two islands, on the condition that they swear their loyalty to the Spanish Crown and allegiance to the Roman Catholic Church. The offer was very successful, and European immigration continued even after 1898. Puerto Rico still receives Spanish and European immigration.
Poverty and political estrangement with Spain led to a small but significant uprising in 1868 known as Grito de Lares. It began in the rural town of Lares but was subdued when rebels moved to the neighboring town of San Sebastián. Leaders of this independence movement included Ramón Emeterio Betances, considered the Father of the Puerto Rican independence movement, and other political figures such as Segundo Ruiz Belvis. Slavery was abolished in Puerto Rico in 1873, "with provisions for periods of apprenticeship".
Leaders of "El Grito de Lares" went into exile to New York City. Many joined the Puerto Rican Revolutionary Committee, founded on 8 December 1895, and continued their quest for Puerto Rican independence. In 1897, Antonio Mattei Lluberas and the local leaders of the independence movement in Yauco organized another uprising, which became known as the Intentona de Yauco. They raised what they called the Puerto Rican flag, which was adopted as the national flag. The local conservative political factions opposed independence. Rumors of the planned event spread to the local Spanish authorities who acted swiftly and put an end to what would be the last major uprising in the island to Spanish colonial rule.In 1897, Luis Muñoz Rivera and others persuaded the liberal Spanish government to agree to grant limited self-government to the island by royal decree in the Autonomic Charter, including a bicameral legislature. In 1898, Puerto Rico's first, but short-lived, autonomous government was organized as an "overseas province" of Spain. This bilaterally agreed-upon charter maintained a governor appointed by the King of Spain—who held the power to annul any legislative decision—and a partially elected parliamentary structure. In February, Governor-General Manuel Macías inaugurated the new government under the Autonomic Charter. General elections were held in March and the new government began to function on 17 July 1898.
==== Spanish–American War ====
In 1890, Captain Alfred Thayer Mahan, a member of the Navy War Board and leading U.S. strategic thinker, published a book titled The Influence of Sea Power upon History in which he argued for the establishment of a large and powerful navy modeled after the British Royal Navy. Part of his strategy called for the acquisition of colonies in the Caribbean, which would serve as coaling and naval stations. They would serve as strategic points of defense with the construction of a canal through the Isthmus of Panama, to allow easier passage of ships between the Atlantic and Pacific oceans.
William H. Seward, the Secretary of State under presidents Abraham Lincoln and Andrew Johnson, had also stressed the importance of building a canal in Honduras, Nicaragua or Panama. He suggested that the United States annex the Dominican Republic and purchase Puerto Rico and Cuba. The U.S. Senate did not approve his annexation proposal, and Spain rejected the U.S. offer of 160 million dollars for Puerto Rico and Cuba.Since 1894, the United States Naval War College had been developing contingency plans for a war with Spain. By 1896, the U.S. Office of Naval Intelligence had prepared a plan that included military operations in Puerto Rican waters. Plans generally centered on attacks on Spanish territories were intended as support operations against Spain's forces in and around Cuba. Recent research suggests that the U.S. did consider Puerto Rico valuable as a naval station and recognized that it and Cuba generated lucrative crops of sugar, a valuable commercial commodity which the United States lacked prior to the development of the sugar beet industry in the United States.On 25 July 1898, during the Spanish–American War, the U.S. invaded Puerto Rico with a landing at Guánica. After the U.S. prevailed in the war, Spain ceded Puerto Rico, along with the Philippines and Guam, to the U.S. under the Treaty of Paris, which went into effect on 11 April 1899; Spain relinquished sovereignty over Cuba, but did not cede it to the U.S.
=== American territory (1898–present) ===
==== U.S. unincorporated organized territory ====
The United States and Puerto Rico began a long-standing metropolis-colony relationship. This relationship has been documented by numerous scholars, including U.S. Federal Appeals Judge Juan Torruella, U.S. Congresswoman Nydia Velázquez, Chief Justice of the Puerto Rico Supreme Court José Trías Monge, and former Albizu University president Ángel Collado-Schwarz.In the early 20th century, Puerto Rico was ruled by the U.S. military, with officials including the governor appointed by the president of the United States. The Foraker Act of 1900 gave Puerto Rico a certain amount of civilian popular government, including a popularly elected House of Representatives. The upper house and governor were appointed by the United States.
Its judicial system was reformed to bring it into conformity with the American federal courts system; a Puerto Rico Supreme Court and a United States District Court for the unincorporated territory were established. It was authorized a nonvoting member of Congress, by the title of "Resident Commissioner", who was appointed. In addition, this Act extended all U.S. laws "not locally inapplicable" to Puerto Rico, specifying, in particular, exemption from U.S. Internal Revenue laws.The Act empowered the civil government to legislate on "all matters of legislative character not locally inapplicable", including the power to modify and repeal any laws then in existence in Puerto Rico, though the U.S. Congress retained the power to annul acts of the Puerto Rico legislature. During an address to the Puerto Rican legislature in 1906, President Theodore Roosevelt recommended that Puerto Ricans become U.S. citizens.In 1914, the Puerto Rican House of Delegates voted unanimously in favor of independence from the United States, but this was rejected by the U.S. Congress as "unconstitutional", and in violation of the 1900 Foraker Act.
==== U.S. citizenship and Puerto Rican citizenship ====
In 1917, the U.S. Congress passed the Jones–Shafroth Act (popularly known as the Jones Act), which granted Puerto Ricans born on or after 25 April 1898 U.S. citizenship. Opponents, including all the Puerto Rican House of Delegates (who voted unanimously against it), claimed the U.S. imposed citizenship to draft Puerto Rican men for America's entry into World War I the same year.The Jones Act also provided for a popularly elected Senate to complete a bicameral legislative assembly, as well as a bill of rights. It authorized the popular election of the Resident Commissioner to a four-year term.
Natural disasters, including a major earthquake and tsunami in 1918 and several hurricanes, as well as the Great Depression, impoverished the island during the first few decades under U.S. rule. Some political leaders, such as Pedro Albizu Campos, who led the Puerto Rican Nationalist Party, demanded a change in relations with the United States. He organized a protest at the University of Puerto Rico in 1935, in which four were killed by police.
In 1936, U.S. senator Millard Tydings introduced a bill supporting independence for Puerto Rico; he had previously co-sponsored the Tydings–McDuffie Act, which provided independence to the Philippines following a 10-year transition period of limited autonomy. While virtually all Puerto Rican political parties supported the bill, it was opposed by Luis Muñoz Marín of the Liberal Party of Puerto Rico, leading to its defeatIn 1937, Albizu Campos' party organized a protest in Ponce. The Insular Police, similar to the National Guard, opened fire upon unarmed cadets and bystanders alike. The attack on unarmed protesters was reported by U.S. Congressman Vito Marcantonio and confirmed by a report from the Hays Commission, which investigated the events, led by Arthur Garfield Hays, counsel to the American Civil Liberties Union. Nineteen people were killed and over 200 were badly wounded, many shot in the back while running away. The Hays Commission declared it a massacre and police mob action, and it has since become known as the Ponce massacre. In the aftermath, on 2 April 1943, Tydings introduced another bill in Congress calling for independence for Puerto Rico, though it was again defeated.During the latter years of the Roosevelt–Truman administrations, the internal governance of the island was changed in a compromise reached with Luis Muñoz Marín and other Puerto Rican leaders. In 1946, President Truman appointed the first Puerto Rican-born governor, Jesús T. Piñero.
Since 2007, the Puerto Rico Department of State has developed a protocol to issue certificates of Puerto Rican citizenship to Puerto Rican residents. In order to be eligible, applicants must have been born in Puerto Rico, born outside of Puerto Rico to a Puerto Rican-born parent, or be an American citizen with at least one year of residence in Puerto Rico.
==== U.S. unincorporated organized territory with commonwealth constitution ====
In 1947, the U.S. Congress passed the Elective Governor Act, signed by President Truman, allowing Puerto Ricans to vote for their own governor. The first elections under this act were held the following year, on 2 November 1948.
On 21 May 1948, a bill was introduced before the Puerto Rican Senate which would restrain the rights of the independence and Nationalist movements on the island. The Senate, controlled by the Partido Popular Democrático (PPD) and presided by Luis Muñoz Marín, approved the bill that day. This bill, which resembled the anti-communist Smith Act passed in the United States in 1940, became known as the Ley de la Mordaza (Gag Law) when the U.S.-appointed governor of Puerto Rico, Jesús T. Piñero, signed it into law on 10 June 1948.Under this new law, it would be a crime to print, publish, sell, or exhibit any material intended to paralyze or destroy the insular government; or to organize any society, group or assembly of people with a similar destructive intent. It made it illegal to sing a patriotic song and reinforced the 1898 law that had made it illegal to display the flag of Puerto Rico, with anyone found guilty of disobeying the law in any way being subject to a sentence of up to ten years imprisonment, a fine of up to US$10,000 (equivalent to $122,000 in 2022), or both.According to Dr Leopoldo Figueroa, the only non-PPD member of the Puerto Rico House of Representatives, the law was repressive and in violation of the First Amendment of the U.S. Constitution, which guarantees Freedom of Speech. He asserted that the law as such was a violation of the civil rights of the people of Puerto Rico. The law was repealed in 1957.In the November 1948 election, Luis Muñoz Marín became the first popularly elected governor of Puerto Rico, replacing U.S.-appointed Piñero on 2 January 1949.
==== Estado Libre Asociado ====
In 1950, the U.S. Congress granted Puerto Ricans the right to organize a constitutional convention via a referendum; voters could either accept or reject a proposed U.S. law that would organize Puerto Rico as a "commonwealth" under continued U.S. sovereignty. The Constitution of Puerto Rico was approved by the constitutional convention on 6 February 1952, and by 82% of voters in a March referendum. It was modified and ratified by the U.S. Congress, approved by President Truman on 3 July of that year, and proclaimed by Governor Muñoz Marín on 25 July 1952—the anniversary of the landing of U.S. troops in the Puerto Rican Campaign of the Spanish–American War, until then celebrated as an annual Puerto Rico holiday.
Puerto Rico adopted the name of Estado Libre Asociado de Puerto Rico (literally 'Associated Free State of Puerto Rico'), officially translated into English as Commonwealth, for its body politic. Congress would continue governing fundamental aspects of Puerto Rican society, including citizenship, currency, the postal service, foreign policy, military defense, commerce and finance, and other matters.In 1967 Puerto Rico's Legislative Assembly polled the political preferences of the Puerto Rican electorate by passing a plebiscite act that provided for a vote on the status of Puerto Rico. This constituted the first plebiscite by the Legislature for a choice among three status options (commonwealth, statehood, and independence). In subsequent plebiscites organized by Puerto Rico held in 1993 and 1998 (without any formal commitment on the part of the U.S. government to honor the results), the current political status failed to receive majority support. In 1993, Commonwealth status won by a plurality of votes (48.6% versus 46.3% for statehood), while the "none of the above" option, which was the Popular Democratic Party-sponsored choice, won in 1998 with 50.3% of the votes (versus 46.5% for statehood). Disputes arose as to the definition of each of the ballot alternatives, and Commonwealth advocates, among others, reportedly urged a vote for "none of the above".
In 1950, the U.S. Congress approved Public Law 600 (P.L. 81-600), which allowed for a democratic referendum in Puerto Rico to determine whether Puerto Ricans desired to draft their own local constitution. This Act was meant to be adopted in the "nature of a compact". It required congressional approval of the Puerto Rico Constitution before it could go into effect, and repealed certain sections of the Organic Act of 1917. The sections of this statute left in force were entitled the Puerto Rican Federal Relations Act. U.S. Secretary of the Interior Oscar L. Chapman, under whose Department resided responsibility of Puerto Rican affairs, clarified the new commonwealth status in this manner:The bill (to permit Puerto Rico to write its own constitution) merely authorizes the people of Puerto Rico to adopt their own constitution and to organize a local government...The bill under consideration would not change Puerto Rico's political, social, and economic relationship to the United States.
On 30 October 1950, Pedro Albizu Campos and other nationalists led a three-day revolt against the United States in various cities and towns of Puerto Rico, in what is known as the Puerto Rican Nationalist Party Revolts of the 1950s. The most notable occurred in Jayuya and Utuado. In the Jayuya revolt, known as the Jayuya Uprising, the Puerto Rican governor declared martial law, and attacked the insurgents in Jayuya with infantry, artillery and bombers under control of the Puerto Rican commander. The Utuado Uprising culminated in what is known as the Utuado massacre. Albizu Campos served many years in a federal prison in Atlanta, for seditious conspiracy to overthrow the U.S. government in Puerto Rico.
On 1 November 1950, Puerto Rican nationalists from New York City, Griselio Torresola and Oscar Collazo, attempted to assassinate President Harry S. Truman at his temporary residence of Blair House. Torresola was killed during the attack, but Collazo was wounded and captured. He was convicted of murder and sentenced to death, but President Truman commuted his sentence to life. After Collazo served 29 years in a federal prison, President Jimmy Carter commuted his sentence to time served and he was released in 1979.During the 1950s and 1960s, Puerto Rico experienced rapid industrialization, due in large part to Operación Manos a la Obra (Operation Bootstrap), an offshoot of Franklin Delano Roosevelt's New Deal. It was intended to transform Puerto Rico's economy from agriculture-based to manufacturing-based to provide more jobs. Puerto Rico has become a major tourist destination, as well as a global center for pharmaceutical manufacturing.
==== 21st century ====
On 15 July 2009, the United Nations Special Committee on Decolonization approved a draft resolution calling on the government of the United States to expedite a process that would allow the Puerto Rican people to exercise fully their inalienable right to self-determination and independence.On 6 November 2012, a two-question referendum took place, simultaneous with the general elections. The first question, voted on in August, asked voters whether they wanted to maintain the current status under the territorial clause of the U.S. Constitution. 54% voted against the status quo, effectively approving the second question to be voted on in November. The second question posed three alternate status options: statehood, independence, or free association. 61.16% voted for statehood, 33.34% for a sovereign free-associated state, and 5.49% for independence.On 30 June 2016, President Barack Obama signed into law H.R. 5278: PROMESA, establishing a Control Board over the Puerto Rican government. This board will have a significant degree of federal control involved in its establishment and operations. In particular, the authority to establish the control board derives from the federal government's constitutional power to "make all needful rules and regulations" regarding U.S. territories; The president would appoint all seven voting members of the board; and the board would have broad sovereign powers to effectively overrule decisions by Puerto Rico's legislature, governor, and other public authorities.Puerto Rico held its statehood referendum during the 3 November 2020 general elections; the ballot asked one question: "Should Puerto Rico be admitted immediately into the Union as a State?" The results showed that 52 percent of Puerto Rico voters answered yes.
== Environment ==
Puerto Rico consists of the main island of Puerto Rico and various smaller islands, including Vieques, Culebra, Mona, Desecheo, and Caja de Muertos. Of these five, only Culebra and Vieques are inhabited year-round. Mona, which has played a key role in maritime history, is uninhabited most of the year except for employees of the Puerto Rico Department of Natural Resources. There are many other even smaller islets, like Monito, located near Mona, and Isla de Cabras and La Isleta de San Juan, both located on the San Juan Bay. The latter is the only inhabited islet with communities like Old San Juan and Puerta de Tierra, which are connected to the main island by bridges.
The Commonwealth of Puerto Rico has an area of 5,320 square miles (13,800 km2), of which 3,420 sq mi (8,900 km2) is land and 1,900 sq mi (4,900 km2) is water. Puerto Rico is larger than Delaware and Rhode Island but smaller than Connecticut. The maximum length of the main island from east to west is 110 mi (180 km), and the maximum width from north to south is 40 mi (64 km). Puerto Rico is the smallest of the Greater Antilles. It is 80% of the size of Jamaica, just over 18% of the size of Hispaniola and 8% of the size of Cuba, the largest of the Greater Antilles.
The topography of the island is mostly mountainous with large flat areas in the northern and southern coasts. The main mountain range that crosses the island from east to west is called the Cordillera Central (also known as the Central Mountain Range in English). The highest elevation in Puerto Rico, Cerro de Punta 4,390 feet (1,340 m), is located in this range. Another important peak is El Yunque, one of the highest in the Sierra de Luquillo at the El Yunque National Forest, with an elevation of 3,494 ft (1,065 m).Puerto Rico has 17 lakes, all man-made, and more than 50 rivers, most of which originate in the Cordillera Central. Rivers in the northern region of the island are typically longer and of higher water flow rates than those of the south, since the south receives less rain than the central and northern regions.
Puerto Rico is composed of Cretaceous to Eocene volcanic and plutonic rocks, overlain by younger Oligocene and more recent carbonates and other sedimentary rocks. Most of the caverns and karst topography on the island occurs in the northern region. The oldest rocks are approximately 190 million years old (Jurassic) and are located at Sierra Bermeja in the southwest part of the island. They may represent part of the oceanic crust and are believed to come from the Pacific Ocean realm.
Puerto Rico lies at the boundary between the Caribbean and North American Plates and is being deformed by the tectonic stresses caused by their interaction. These stresses may cause earthquakes and tsunamis. These seismic events, along with landslides, represent some of the most dangerous geologic hazards in the island and in the northeastern Caribbean. The 1918 San Fermín earthquake occurred on 11 October, 1918 and had an estimated magnitude of 7.5 on the Richter scale. It originated off the coast of Aguadilla, several kilometers off the northern coast, and was accompanied by a tsunami. It caused extensive property damage and widespread losses, damaging infrastructure, especially bridges. It resulted in an estimated 116 deaths and $4 million in property damage. The failure of the government to move rapidly to provide for the general welfare contributed to political activism by opponents and eventually to the rise of the Puerto Rican Nationalist Party. On 7 January 2020, the country experienced its largest earthquake since 1918, estimated at magnitude 6.4. Economic losses were estimated to be more than $3.1 billion.The Puerto Rico Trench, the largest and deepest trench in the Atlantic, is located about 71 mi (114 km) north of Puerto Rico at the boundary between the Caribbean and North American plates. It is 170 mi (270 km) long. At its deepest point, named the Milwaukee Deep, it is almost 27,600 ft (8,400 m) deep. The Mona Canyon, located in the Mona Passage between Puerto Rico and the Dominican Republic, is another prominent oceanic landform with steep walls measuring between 1.25 and 2.17 miles (2-3.5 km) in height from bottom to top.
=== Climate ===
The climate of Puerto Rico in the Köppen climate classification is tropical rainforest. Temperatures are warm to hot year round, averaging near 85 °F (29 °C) in lower elevations and 70 °F (21 °C) in the mountains. Easterly trade winds pass across the island year round. Puerto Rico has a rainy season, which stretches from April into November, and a dry season stretching from December to March. The mountains of the Cordillera Central create a rain shadow and are the main cause of the variations in the temperature and rainfall that occur over very short distances. The mountains can also cause wide variation in local wind speed and direction due to their sheltering and channeling effects, adding to the climatic variation. Daily temperature changes seasonally are quite small in the lowlands and coastal areas.
Between the dry and wet seasons, there is a temperature change of around 6 °F (3.3 °C). This change is due mainly to the warm waters of the tropical Atlantic Ocean, which significantly modify cooler air moving in from the north and northwest. Coastal water temperatures during the year are about 75 °F (24 °C) in February and 85 °F (29 °C) in August. The highest temperature ever recorded was 110 °F (43 °C) at Arecibo, while the lowest temperature ever recorded was 40 °F (4 °C) in the mountains at Adjuntas, Aibonito, and Corozal. The average yearly precipitation is 66 in (1,676 mm).
==== Hurricanes ====
Puerto Rico experiences the Atlantic hurricane season, similar to the rest of the Caribbean Sea and North Atlantic Ocean. On average, a quarter of its annual rainfall is contributed from tropical cyclones, which are more prevalent during periods of La Niña than El Niño. A cyclone of tropical storm strength passes near Puerto Rico, on average, every five years. A hurricane passes in the vicinity of the island, on average, every seven years. Since 1851, the Lake Okeechobee Hurricane (also known as the San Felipe Segundo hurricane in Puerto Rico) of September 1928 is the only hurricane to make landfall as a Category 5 hurricane.In the busy 2017 Atlantic hurricane season, Puerto Rico avoided a direct hit by the Category 5 Hurricane Irma on 6 September 2017, as it passed about 60 mi (97 km) north of Puerto Rico, but high winds caused a loss of electrical power to some one million residents. Almost 50% of hospitals were operating with power provided by generators. The Category 4 Hurricane Jose, as expected, veered away from Puerto Rico. A short time later, the devastating Hurricane Maria made landfall on Puerto Rico on Wednesday, 20 September, near the Yabucoa municipality at 10:15 UTC (6:15 am local time) as a high-end Category 4 hurricane with sustained winds of 155 mph (250 km/h), powerful rains and widespread flooding causing tremendous destruction, including the electrical grid, which would remain out for 4–6 months in many portions of the island.In 2019, Hurricane Dorian became the third hurricane in three years to hit Puerto Rico. The recovering infrastructure from the 2017 hurricanes, as well as new governor Wanda Vázquez Garced, were put to the test against a potential humanitarian crisis. Tropical Storm Karen also caused impacts to Puerto Rico during 2019.
==== Climate change ====
=== Biodiversity ===
Puerto Rico is home to three terrestrial ecoregions: Puerto Rican moist forests, Puerto Rican dry forests, and Greater Antilles mangroves. Puerto Rico has two biosphere reserves recognized by the UNESCO Man and the Biosphere Programme: Luquillo Biosphere Reserve represented by El Yunque National Forest and the Guánica Biosphere Reserve.
Species endemic to the archipelago number 239 plants, 16 birds and 39 amphibians/reptiles, recognized as of 1998. Most of these (234, 12 and 33 respectively) are found on the main island. The most recognizable endemic species and a symbol of Puerto Rican pride is the coquí, a small frog easily identified by the sound of its call, from which it gets its name. Most coquí species (13 of 17) live in the El Yunque National Forest.Species endemic to the archipelago number 239 plants, 16 birds and 39 amphibians/reptiles, recognized as of 1998. Most of these (234, 12 and 33 respectively) are found on the main island. The most recognizable endemic species and a symbol of Puerto Rican pride is the coquí, a small frog easily identified by the sound of its call, from which it gets its name. Most coquí species (13 of 17) live in the El Yunque National Forest, the only tropical rainforest in the U.S. Forest Service system, located in the northeast of the island. It was previously known as the Caribbean National Forest. El Yunque is home to more than 240 plants, 26 of which are endemic to the island. It is also home to 50 bird species, including the critically endangered Puerto Rican amazon.
In addition to El Yunque National Forest, the Puerto Rican moist forest ecoregion is represented by protected areas such as the Maricao and Toro Negro state forests. These areas are home to endangered endemic species such as the Puerto Rican boa (Chilabothrus inornatus), the Puerto Rican sharp-shinned hawk (Accipiter striatus venator), the Puerto Rican broad-winged hawk (Buteo platypterus brunnescens) and the elfin woods warbler (Setophaga angelae). The Northern Karst country of Puerto Rico is also home to one of the remaining rainforest tracts in the island, with the Río Abajo State Forest being the first focus for the reintroduction of the highly endangered Puerto Rican parrot outside of the Sierra de Luquillo.In the southwest, the Guánica State Forest and Biosphere Reserve contain over 600 uncommon species of plants and animals, including 48 endangered species and 16 that are endemic to Puerto Rico, and is considered a prime example of the Puerto Rican dry forest ecoregion and the best-preserved dry forest in the Caribbean. Other protected dry forests in Puerto Rico can be formed within the Caribbean Islands National Wildlife Refuge complex at the Cabo Rojo, Desecheo, Culebra and Vieques National Wildlife Refuges, and in the Caja de Muertos and Mona and Monito Islands Nature Reserves. Examples of endemic species found in this ecoregion are the higo chumbo (Harrisia portoricensis), the Puerto Rican crested toad (Peltophryne lemur), and the Mona ground iguana (Cyclura stejnegeri), the largest land animal native to Puerto Rico.Puerto Rico has three of the seven year-long bioluminescent bays in the Caribbean: Laguna Grande in Fajardo, La Parguera in Lajas and Puerto Mosquito in Vieques. These are unique bodies of water surrounded by mangroves that inhabited by the dinoflagellate Pyrodinium bahamense. However, tourism, pollution, and hurricanes have highly threatened these unique ecosystems.
== Demographics ==
The population of Puerto Rico has been shaped by initial Amerindian settlement, European colonization, slavery, economic migration, and Puerto Rico's status as unincorporated territory of the United States.
=== Population makeup ===
The population of Puerto Rico according to the 2020 census was 3,285,874, an 11.8% decrease since the 2010 United States Census. The commonwealth's population peaked in 2000, when it was 3,808,610, before declining (for the first time in census history) to 3,725,789 in 2010. Emigration due to economic difficulties and natural disasters, coupled with a low birth rate, have caused the population decline to continue in recent years.Censuses of Puerto Rico were completed by Spain in 1765, 1775, 1800, 1815, 1832, 1846 and 1857, yet some of the data remained untabulated and was not considered to reliable, according to Irene Barnes Taeuber, an American demographer who worked for the Office of Population Research at Princeton University.Continuous European immigration and high natural increase helped the population of Puerto Rico grow from 155,426 in 1800 to almost a million by the close of the 19th century. A census conducted by royal decree on 30 September 1858, gave the following totals of the Puerto Rican population at that time: 341,015 were free colored; 300,430 were white; and 41,736 were slaves. A census in 1887 found a population of around 800,000, of which 320,000 were black.
During the 19th century, hundreds of families arrived in Puerto Rico, primarily from the Canary Islands and Andalusia, but also from other parts of Spain such as Catalonia, Asturias, Galicia and the Balearic Islands and numerous Spanish loyalists from Spain's former colonies in South America. Settlers from outside Spain also arrived in the islands, including from Corsica, France, Lebanon, China, Portugal, Ireland, Scotland, Germany and Italy. This immigration from non-Hispanic countries was the result of the Real Cedula de Gracias de 1815 (Royal Decree of Graces of 1815), which allowed European Catholics to settle in the island with land allotments in the interior of the island, provided they paid taxes and continued to support the Catholic Church.
Between 1960 and 1990, the census questionnaire in Puerto Rico did not ask about race or ethnicity. The 2000 United States Census included a racial self-identification question in Puerto Rico. According to the census, most Puerto Ricans identified as white and Latino; few identified as black or some other race.
==== Population genetics ====
A group of researchers from Puerto Rican universities conducted a study of mitochondrial DNA that revealed that the modern population of Puerto Rico has a high genetic component of Taíno and Guanche (especially of the island of Tenerife).
Other studies show Amerindian ancestry in addition to the Taíno.One genetic study on the racial makeup of Puerto Ricans (including all races) found them to be roughly around 61% West Eurasian/North African (overwhelmingly of Spanish provenance), 27% Sub-Saharan African and 11% Native American. Another genetic study, from 2007, claimed that "the average genomewide individual (i.e., Puerto Rican) ancestry proportions have been estimated as 66%, 18%, and 16%, for European, West African, and Native American, respectively." Another study estimates 63.7% European, 21.2% (Sub-Saharan) African, and 15.2% Native American; European ancestry is more prevalent in the West and in Central Puerto Rico, African in Eastern Puerto Rico, and Native American in Northern Puerto Rico.
==== Literacy ====
A Pew Research survey indicated an adult literacy rate of 90.4% in 2012 based on data from the United Nations.
==== Life expectancy ====
Puerto Rico has a life expectancy of approximately 81.0 years according to the CIA World Factbook, an improvement from 78.7 years in 2010. This means Puerto Rico has the second-highest life expectancy in the United States, if territories are taken into account.
=== Immigration and emigration ===
As of 2019, Puerto Rico was home to 100,000 permanent legal residents. The vast majority of recent immigrants, both legal and illegal, come from the Dominican Republic and Haiti. Other major sources of recent immigrants include Cuba, Mexico, Colombia, Panama, Jamaica, Venezuela, Spain, and Nigeria. Additionally, there are many non-Puerto Rican U.S. citizens settling in Puerto Rico from the mainland United States and the U.S. Virgin Islands, as well as Nuyoricans and other stateside Puerto Ricans coming back. Most recent immigrants settle in and around the San Juan metropolitan area.
Emigration is a major part of contemporary Puerto Rican history. Starting soon after World War II, poverty, cheap airfares, and promotion by the island government caused waves of Puerto Ricans to move to the United States mainland, particularly to the northeastern states and nearby Florida. This trend continued even as Puerto Rico's economy improved and its birth rate declined. Puerto Ricans continue to follow a pattern of "circular migration", with some migrants returning to the island. In recent years, the population has declined markedly, falling nearly 1% in 2012 and an additional 1% (36,000 people) in 2013 due to a falling birthrate and emigration. The impact of hurricanes Maria and Irma in 2017, combined with the unincorporated territory's worsening economy, led to its greatest population decline since the U.S. acquired the archipelago.
According to the 2010 Census, the number of Puerto Ricans living in the United States outside of Puerto Rico far exceeds those living in Puerto Rico. Emigration exceeds immigration. As those who leave tend to be better educated than those who remain, this accentuates the drain on Puerto Rico's economy.
Based on 1 July 2019 estimate by the U.S. Census Bureau, the population of the Commonwealth had declined by 532,095 people since the 2010 Census data had been tabulated.
=== Population distribution ===
The most populous municipality is the capital, San Juan, with 342,259 people based on the 2020 Census. Other major cities include Bayamón, Carolina, Ponce, and Caguas. Of the ten most populous cities on the island, eight are located within what is considered San Juan's metropolitan area, while the other two are located in the south (Ponce) and west (Mayagüez) of the island.
=== Languages ===
The official languages of the executive branch of government of Puerto Rico are Spanish and English, with Spanish being the primary language. Spanish is, and has been, the only official language of the entire Commonwealth judiciary system, despite a 1902 English-only language law. However, all official business of the U.S. District Court for the District of Puerto Rico is conducted in English. English is the primary language of less than 10% of the population. Spanish is the dominant language of business, education and daily life on the island, spoken by nearly 95% of the population.Out of people aged five and older, 94.3% speak only Spanish at home, 5.5% speak English, and 0.2% speak other languages.In Puerto Rico, public school instruction is conducted almost entirely in Spanish. There have been pilot programs in about a dozen of the over 1,400 public schools aimed at conducting instruction in English only. Objections from teaching staff are common, perhaps because many of them are not fully fluent in English. English is taught as a second language and is a compulsory subject from elementary levels to high school. The languages of the deaf community are American Sign Language and its local variant, Puerto Rican Sign Language.
The Spanish of Puerto Rico has evolved into having many idiosyncrasies in vocabulary and syntax that differentiate it from the Spanish spoken elsewhere. As a product of Puerto Rican history, the island possesses a unique Spanish dialect. Puerto Rican Spanish utilizes many Taíno words, as well as English words. The largest influence on the Spanish spoken in Puerto Rico is that of the Canary Islands. Taíno loanwords are most often used in the context of vegetation, natural phenomena, and native musical instruments. Similarly, words attributed to primarily West African languages were adopted in the contexts of foods, music, and dances, particularly in coastal towns with concentrations of descendants of Sub-Saharan Africans.
=== Religion ===
Catholicism was brought by Spanish colonists and gradually became the dominant religion in Puerto Rico. The first dioceses in the Americas, including that of Puerto Rico, were authorized by Pope Julius II in 1511. In 1512, priests were established for the parochial churches. By 1759, there was a priest for each church. One Pope, John Paul II, visited Puerto Rico in October 1984. All municipalities in Puerto Rico have at least one Catholic church, most of which are located at the town center, or plaza.
Protestantism, which was suppressed under the Spanish Catholic regime, has reemerged under United States rule, making contemporary Puerto Rico more interconfessional than in previous centuries, although Catholicism continues to be the dominant religion. The first Protestant church, Iglesia de la Santísima Trinidad, was established in Ponce by the Anglican Diocese of Antigua in 1872. It was the first non-Catholic church in the entire Spanish Empire in the Americas.Pollster Pablo Ramos stated in 1998 that the population was 38% Roman Catholic, 28% Pentecostal, and 18% were members of independent churches, which would give a Protestant percentage of 46% if the last two populations are combined. Protestants collectively added up to almost two million people. Another researcher gave a more conservative assessment of the proportion of Protestants:
Puerto Rico, by virtue of its long political association with the United States, is the most Protestant of Latin American countries, with a Protestant population of approximately 33 to 38 percent, the majority of whom are Pentecostal. David Stoll calculates that if we extrapolate the growth rates of evangelical churches from 1960 to 1985 for another twenty-five years Puerto Rico will become 75 percent evangelical. (Ana Adams: "Brincando el Charco..." in Power, Politics and Pentecostals in Latin America, Edward Cleary, ed., 1997. p. 164).
An Associated Press article in March 2014 stated that "more than 70 percent of whom identify themselves as Catholic" but provided no source for this information.The CIA World Factbook reports that 85% of the population of Puerto Rico identifies as Roman Catholic, while 15% identify as Protestant and Other. Neither a date or a source for that information is provided and may not be recent. A 2013 Pew Research survey found that only about 45% of Puerto Rican adults identified themselves as Catholic, 29% as Protestant and 20% as unaffiliated with a religion. The people surveyed by Pew consisted of Puerto Ricans living in the 50 states and DC and may not be indicative of those living in the Commonwealth.
By 2014, a Pew Research report, with the sub-title Widespread Change in a Historically Catholic Region, indicated that only 56% of Puerto Ricans were Catholic, 33% were Protestant, and 8% were unaffiliated; this survey was completed between October 2013 and February 2014.An Eastern Orthodox community, the Dormition of the Most Holy Theotokos / St. Spyridon's Church is located in Trujillo Alto, and serves the small Orthodox community in the area. In 2017, the church entered communion with the Roman Catholic Church, becoming the first Eastern Catholic Church in Puerto Rico. This affiliation accounted for under 1% of the population in 2010 according to the Pew Research report. There are two Eastern Orthodox Churches in the territory the Russian Orthodox Mission Saint John Climacus in San German which is expected to become a full Parish within the coming years and the Saint George Antiochian Orthodox Church in Carolina, both have services in English and Spanish and on available visiting clergy Arabic and Russian migth be also used.[3][4] There is a small Syriac Orthodox church in Aguada which is also the only Oriental Orthodox in the Island and serves a small growing community in the area. In 1940, Juanita García Peraza founded the Mita Congregation, the first religion of Puerto Rican origin. Taíno religious practices have been rediscovered/reinvented to a degree by a handful of advocates. Similarly, some aspects of African religious traditions have been kept by some adherents. African slaves brought and maintained various ethnic African religious practices associated with different peoples; in particular, the Yoruba beliefs of Santería or Ifá, and the Kongo-derived Palo Mayombe. Some aspects were absorbed into syncretic Christianity. In 1952, a handful of American Jews established the island's first synagogue; this religion accounts for under 1% of the population in 2010 according to the Pew Research report. The synagogue, called Sha'are Zedeck, hired its first rabbi in 1954. Puerto Rico has the largest Jewish community in the Caribbean, numbering 3000 people, and is the only Caribbean island in which the Conservative, Reform and Orthodox Jewish movements all are represented. In 2007, there were about 5,000 Muslims in Puerto Rico, representing about 0.13% of the population. Eight mosques are located throughout the island, with most Muslims living in Río Piedras and Caguas; most Muslims are of Palestinian and Jordanian descent. There is also a Baháʼí community. In 2023, the Church of Jesus Christ of Latter-day Saints dedicated a temple in San Juan, and reported having a membership of approximately 23,000 in the commonwealth. In 2015, the 25,832 Jehovah's Witnesses represented about 0.70% of the population, with 324 congregations. Buddhism in Puerto Rico is represented with Nichiren, Zen and Tibetan Buddhism, with the New York Padmasambhava Buddhist Center for example having a branch in San Juan. There are several atheist activist and educational organizations, and an atheistic parody religion called the Pastafarian Church of Puerto Rico. An ISKCON temple in Gurabo is devoted to Krishna, with two preaching centers in the San Juan metropolitan area.
== Government ==
Puerto Rico has a republican form of government based on the American model, with separation of powers subject to the jurisdiction and sovereignty of the United States. All governmental powers are delegated by the United States Congress, with the head of state being president of the United States. As an unincorporated territory, Puerto Rico lacks full protection under the United States Constitution.The government of Puerto Rico is composed of three branches. The executive is headed by the governor, currently Pedro Pierluisi Urrutia. The legislative branch consists of the bicameral Legislative Assembly, made up of a Senate as its upper chamber and a House of Representatives as its lower chamber; the Senate is headed by a president, currently José Luis Dalmau, while the House is headed by the speaker of the House, currently Tatito Hernández. The governor and legislators are elected by popular vote every four years, with the last election held in November 2020. The judicial branch is headed by the chief justice of the Supreme Court of Puerto Rico, currently Maite Oronoz Rodríguez. Members of the judiciary are appointed by the governor with the advice and consent of the Senate.
Puerto Rico is represented in the U.S. Congress by a nonvoting delegate to the House of Representatives, the resident commissioner, currently Jenniffer González. Current congressional rules have removed the commissioner's power to vote in the Committee of the Whole, but the commissioner can vote in committee.Puerto Rican elections are governed by the Federal Election Commission and the State Elections Commission of Puerto Rico. Residents of Puerto Rico, including other U.S. citizens, cannot vote in U.S. presidential elections, but can vote in primaries. Puerto Ricans who become residents of a U.S. state or Washington, D.C. can vote in presidential elections.
Puerto Rico has eight senatorial districts, 40 representative districts, and 78 municipalities; there are no first-order administrative divisions as defined by the U.S. government. Municipalities are subdivided into wards or barrios, and those into sectors. Each municipality has a mayor and a municipal legislature elected for a four-year term. The municipality of San Juan is the oldest, founded in 1521; the next earliest settlements are San Germán in 1570, Coamo in 1579, Arecibo in 1614, Aguada in 1692 and Ponce in 1692. Increased settlement in the 18th century saw 30 more communities established, following 34 in the 19th century. Six were founded in the 20th century, the most recent being Florida in 1971.
=== Political parties and elections ===
Since 1952, Puerto Rico has had three main political parties: the Popular Democratic Party (PPD in Spanish), the New Progressive Party (PNP in Spanish) and the Puerto Rican Independence Party (PIP). The three parties stand for different political status. The PPD, for example, seeks to maintain the island's status with the U.S. as a commonwealth, while the PNP, on the other hand, seeks to make Puerto Rico a state of the United States. The PIP, in contrast, seeks a complete separation from the United States by seeking to make Puerto Rico a sovereign nation. In terms of party strength, the PPD and PNP usually hold about 47% of the vote each while the PIP holds about 5%.
After 2007, other parties emerged on the island. The first, the Puerto Ricans for Puerto Rico Party (PPR in Spanish) was registered that same year. The party claims that it seeks to address the islands' problems from a status-neutral platform. But it ceased to remain as a registered party when it failed to obtain the required number of votes in the 2008 general election. Four years later, the 2012 election saw the emergence of the Movimiento Unión Soberanista (MUS; English: Sovereign Union Movement) and the Partido del Pueblo Trabajador (PPT; English: Working People's Party) but none obtained more than 1% of the vote.
Other non-registered parties include the Puerto Rican Nationalist Party, the Socialist Workers Movement, and the Hostosian National Independence Movement.
=== Law ===
The insular legal system is a blend of civil law and the common law systems.
Puerto Rico is the only current U.S. jurisdiction whose legal system operates primarily in a language other than American English: namely, Spanish. Because the U.S. federal government operates primarily in English, all Puerto Rican attorneys must be bilingual in order to litigate in English in U.S. federal courts, and litigate federal preemption issues in Puerto Rican courts.Title 48 of the United States Code outlines the role of the United States Code to United States territories and insular areas such as Puerto Rico. After the U.S. government assumed control of Puerto Rico in 1901, it initiated legal reforms resulting in the adoption of codes of criminal law, criminal procedure, and civil procedure modeled after those then in effect in California. Although Puerto Rico has since followed the federal example of transferring criminal and civil procedure from statutory law to rules promulgated by the judiciary, several portions of its criminal law still reflect the influence of the California Penal Code.
The judicial branch is headed by the chief justice of the Puerto Rico Supreme Court, which is the only appellate court required by the Constitution. All other courts are created by the Legislative Assembly of Puerto Rico. There is also a Federal District Court for Puerto Rico, and someone accused of a criminal act at the federal level may not be accused for the same act in a Commonwealth court, and vice versa, since Puerto Rico as an unincorporated territory lacks sovereignty separate from Congress as a state does. Such a parallel accusation would constitute double jeopardy.
=== Political status ===
The nature of Puerto Rico's political relationship with the U.S. is the subject of ongoing debate in Puerto Rico, the United States Congress, and the United Nations. Specifically, the basic question is whether Puerto Rico should remain an unincorporated territory of the U.S., become a U.S. state, or become an independent country.
Constitutionally, Puerto Rico is subject to the plenary powers of the United States Congress under the territorial clause of Article IV of the U.S. Constitution. Laws enacted at the federal level in the United States apply to Puerto Rico as well, regardless of its political status. Their residents do not have voting representation in the U.S. Congress. Like the different states of the United States, Puerto Rico lacks "the full sovereignty of an independent nation", for example, the power to manage its "external relations with other nations", which is held by the U.S. federal government. The Supreme Court of the United States has indicated that once the U.S. Constitution has been extended to an area (by Congress or the courts), its coverage is irrevocable. To hold that the political branches may switch the Constitution on or off at will would lead to a regime in which they, not this Court, say "what the law is".Puerto Ricans "were collectively made U.S. citizens" in 1917 as a result of the Jones-Shafroth Act. U.S. citizens residing in Puerto Rico cannot vote in U.S. presidential elections, though both major parties, Republican and Democratic, hold primary elections in Puerto Rico to choose delegates to vote on the parties' presidential candidates. Since Puerto Rico is an unincorporated territory (see above) and not a U.S. state, the United States Constitution does not fully enfranchise U.S. citizens residing in Puerto Rico.Only fundamental rights under the American federal constitution and adjudications are applied to Puerto Ricans. Various other U.S. Supreme Court decisions have held which rights apply in Puerto Rico and which ones do not. Puerto Ricans have a long history of service in the U.S. Armed Forces and, since 1917, they have been included in the U.S. compulsory draft whensoever it has been in effect.
Though the Commonwealth government has its own tax laws, residents of Puerto Rico, contrary to a popular misconception, do pay U.S. federal taxes: customs taxes (which are subsequently returned to the Puerto Rico Treasury), import/export taxes, federal commodity taxes, social security taxes, etc. Residents pay federal payroll taxes, such as Social Security and Medicare, as well as Commonwealth of Puerto Rico income taxes. All federal employees, those who do business with the federal government, Puerto Rico-based corporations that intend to send funds to the U.S., and some others, such as Puerto Rican residents that are members of the U.S. military, and Puerto Rico residents who earned income from sources outside Puerto Rico also pay federal income taxes. In addition, because the cutoff point for income taxation is lower than that of the U.S. IRS code, and because the per-capita income in Puerto Rico is much lower than the average per-capita income on the mainland, more Puerto Rico residents pay income taxes to the local taxation authority than if the IRS code were applied to the island. This occurs because "the Commonwealth of Puerto Rico government has a wider set of responsibilities than do U.S. State and local governments."In 2009, Puerto Rico paid $3.742 billion into the U.S. Treasury. Residents of Puerto Rico pay into Social Security, and are thus eligible for Social Security benefits upon retirement. They are excluded from the Supplemental Security Income (SSI), and the island actually receives a smaller fraction of the Medicaid funding it would receive if it were a U.S. state. Also, Medicare providers receive less-than-full state-like reimbursements for services rendered to beneficiaries in Puerto Rico, even though the latter paid fully into the system.Puerto Rico's authority to enact a criminal code derives from Congress and not from local sovereignty as with the states. Thus, individuals committing a crime can only be tried in federal or territorial court, otherwise it would constitute double jeopardy and is constitutionally impermissible.In 1992, President George H. W. Bush issued a memorandum to heads of executive departments and agencies establishing the current administrative relationship between the federal government and the Commonwealth of Puerto Rico. This memorandum directs all federal departments, agencies, and officials to treat Puerto Rico administratively as if it were a state, insofar as doing so would not disrupt federal programs or operations.
Many federal executive branch agencies have significant presence in Puerto Rico, just as in any state, including the Federal Bureau of Investigation, Federal Emergency Management Agency, Transportation Security Administration, Social Security Administration, and others. While Puerto Rico has its own Commonwealth judicial system similar to that of a U.S. state, there is also a U.S. federal district court in Puerto Rico, and Puerto Ricans have served as judges in that Court and in other federal courts on the U.S. mainland regardless of their residency status at the time of their appointment. Sonia Sotomayor, a New Yorker of Puerto Rican descent, serves as an associate justice of the Supreme Court of the United States. Puerto Ricans have also been frequently appointed to high-level federal positions, including serving as United States ambassadors to other nations.
=== Foreign and intergovernmental relations ===
Puerto Rico is subject to the Commerce and Territorial Clause of the U.S. Constitution and is thus restricted on how it can engage with other nations, sharing the opportunities and limitations that state governments have albeit not being one. As is the case with state governments, it has established several trade agreements with other nations, particularly with Latin American countries such as Colombia and Panamá.It has also established trade promotion offices in many foreign countries, all Spanish-speaking, and within the United States itself, which now include Spain, the Dominican Republic, Panama, Colombia, Washington, D.C., New York City and Florida, and has included in the past offices in Chile, Costa Rica, and Mexico. Such agreements require permission from the U.S. Department of State; most are simply allowed by existing laws or trade treaties between the United States and other nations which supersede trade agreements pursued by Puerto Rico and different U.S. states. Puerto Rico hosts consulates from 41 countries, mainly from the Americas and Europe, with most located in San Juan.At the local level, Puerto Rico established by law that the international relations which states and territories are allowed to engage must be handled by the Department of State of Puerto Rico, an executive department, headed by the secretary of state of Puerto Rico, who also serves as the unincorporated territory's lieutenant governor. It is also charged to liaise with general consuls and honorary consuls based in Puerto Rico. The Puerto Rico Federal Affairs Administration, along with the Office of the Resident Commissioner, manages all its intergovernmental affairs before entities of or in the United States (including the federal government of the United States, local and state governments of the United States, and public or private entities in the United States).
Both entities frequently assist the Department of State of Puerto Rico in engaging with Washington, D.C.-based ambassadors and federal agencies that handle Puerto Rico's foreign affairs, such as the U.S. Department of State, the Agency for International Development, and others. The current secretary of state is Larry Seilhamer Rodríguez from the New Progressive Party, while the current director of the Puerto Rico Federal Affairs Administration is Jennifer M. Stopiran also from the NPP and a member of the Republican Party of the United States.
The resident commissioner of Puerto Rico, the delegate elected by Puerto Ricans to represent them before the federal government, including the U.S. Congress, sits in the United States House of Representatives, serves and votes on congressional committees, and functions in every respect as a legislator except being denied a vote on the final disposition of legislation on the House floor. The current resident commissioner is Jenniffer González-Colón, a Republican, elected in 2016. She received more votes than any other official elected in Puerto Rico that year.Many Puerto Ricans have served as United States ambassadors to different nations and international organizations, such as the Organization of American States, mostly but not exclusively in Latin America. For example, Maricarmen Aponte, a Puerto Rican and now an acting assistant secretary of state, previously served as U.S. ambassador to El Salvador.
=== Military ===
As it is an unincorporated territory of the United States, the defense of Puerto Rico is provided by the United States as part of the Treaty of Paris with the president of the United States as its commander-in-chief. Puerto Rico has its own National Guard, and its own state defense force, the Puerto Rico State Guard, which by local law is under the authority of the Puerto Rico National Guard.
The commander-in-chief of both local forces is the governor of Puerto Rico who delegates his authority to the Puerto Rico adjutant general, currently Major General José J. Reyes. The Adjutant General, in turn, delegates the authority over the State Guard to another officer but retains the authority over the Puerto Rico National Guard as a whole.
U.S. military installations in Puerto Rico were part of the U.S. Atlantic Command (LANTCOM after 1993 USACOM), which had authority over all U.S. military operations that took place throughout the Atlantic. Puerto Rico had been seen as crucial in supporting LANTCOM's mission until 1999, when U.S. Atlantic Command was renamed and given a new mission as United States Joint Forces Command. Puerto Rico is currently under the responsibility of United States Northern Command.
Both the Naval Forces Caribbean (NFC) and the Fleet Air Caribbean (FAIR) were formerly based at the Roosevelt Roads Naval Station. The NFC had authority over all U.S. Naval activity in the waters of the Caribbean while FAIR had authority over all U.S. military flights and air operations over the Caribbean. With the closing of the Roosevelt Roads and Vieques Island training facilities, the U.S. Navy has basically exited from Puerto Rico, except for the ships that steam by, and the only significant military presence in the island is the U.S. Army at Ft Buchanan, the Puerto Rican Army and Air National Guards, and the U.S. Coast Guard. Protests over the noise of bombing practice forced the closure of the naval base. This resulted in a loss of 6,000 jobs and an annual decrease in local income of $300 million.A branch of the U.S. Army National Guard is stationed in Puerto Rico – known as the Puerto Rico Army National Guard – which performs missions equivalent to those of the Army National Guards of the different states of the United States, including ground defense, disaster relief, and control of civil unrest. The local National Guard also incorporates a branch of the U.S. Air National Guard – known as the Puerto Rico Air National Guard – which performs missions equivalent to those of the Air National Guards of each one of the U.S. states.
At different times in the 20th century, the U.S. had about 25 military or naval installations in Puerto Rico, some very small ones, as well as large installations. The largest of these installations were the former Roosevelt Roads Naval Station in Ceiba, the Atlantic Fleet Weapons Training Facility (AFWTF) on Vieques, the National Guard training facility at Camp Santiago in Salinas, Fort Allen in Juana Diaz, the Army's Fort Buchanan in San Juan, the former U.S. Air Force's Ramey Air Force Base in Aguadilla, and the Puerto Rico Air National Guard's Muñiz Air National Guard Base in San Juan.The former U.S. Navy facilities at Roosevelt Roads, Vieques, and Sabana Seca have been deactivated and partially turned over to the local government. Other than U.S. Coast Guard and Puerto Rico National Guard facilities, there are only two remaining military installations in Puerto Rico: the U.S. Army's small Ft. Buchanan (supporting local veterans and reserve units) and the PRANG (Puerto Rico Air National Guard) Muñiz Air Base (the C-130 Fleet). In recent years, the U.S. Congress has considered their deactivations, but these have been opposed by diverse public and private entities in Puerto Rico – such as retired military who rely on Ft. Buchanan for the services available there.
Puerto Ricans have participated in many United States military conflicts, including the American Revolution, when volunteers from Puerto Rico, Cuba, and Mexico fought the British in 1779 under the command of General Bernardo de Gálvez (1746–1786). They continue to be disproportionately represented in present-day conflicts in Iraq and Afghanistan. The most notable example is the 65th Infantry Regiment of the United States Army, nicknamed The Borinqueneers, from the original Taíno name of the island (Borinquen). The all-Puerto Rican regiment participated in World War I, World War II, the Korean War, and the War on Terror; in 2014, it was awarded the Congressional Gold Medal for its heroism during the Korean War.
A significant number of Puerto Ricans serve in the U.S. Armed Forces, largely as National Guard members and civilian employees. The size of the overall military-related community is estimated to be 100,000, including retired personnel. Fort Buchanan has about 4,000 military and civilian personnel. In addition, approximately 17,000 people are members of the Puerto Rico Army and Air National Guards, or the U.S. Reserve forces.
=== Administrative divisions ===
Unlike the vast majority of U.S. states, Puerto Rico has no first-order administrative divisions akin to counties, but has 78 municipalities or municipios as the secondary unit of administration; for U.S. Census purposes, the municipalities are considered county equivalents. Municipalities are subdivided into barrios, and those into sectors. Each municipality has a mayor and a municipal legislature elected for four-year terms, per the Autonomous Municipalities Act of 1991.
== Economy ==
Puerto Rico is classified as a high income economy by the World Bank and International Monetary Fund. It is considered the most competitive economy in Latin America by the World Economic Forum and ranks highly on the Human Development Index. According to World Bank, gross national income per capita in Puerto Rico in 2020 was $21,740. Puerto Rico's economy is mainly driven by manufacturing (primarily pharmaceuticals, textiles, petrochemicals and electronics) followed by services (primarily finance, insurance, real estate and tourism); agriculture represents less than 1% of GNP. In recent years, it has also become a popular destination for MICE (meetings, incentives, conferencing, exhibitions), with a modern convention center district overlooking the Port of San Juan.Responsibility for San Juan port inspections lies with PPQ. So high is the volume of cargo traffic that between 1984–2000 the San Juan PPQ station recorded 7.74% of all interceptions, #4 in the country, #2 for insects and #3 for pathogens. Most species are originally from South America or elsewhere in the Caribbean due to PR's position as an intermediary on the way to the mainland. This is one of the worst locations for cut flowers and other plant parts – both in terms of number of problems and diversity of species – for insects in plant parts in baggage, and for pathogens in plant parts in baggage and cargo. Pathogen interceptions were dramatically (17%) higher 1999–2000 than in 1985–1986.Puerto Rico's geography and political status are both determining factors for its economic prosperity, primarily due to its relatively small size; lack of natural resources and subsequent dependence on imports; and vulnerability to U.S. foreign policy and trading restrictions, particularly concerning its shipping industry.
Puerto Rico experienced a recession from 2006 to 2011, interrupted by four quarters of economic growth, and entered into recession again in 2013, following growing fiscal imbalance and the expiration of the IRS Section 936 corporate incentives that the U.S. Internal Revenue Code had applied to Puerto Rico. This IRS section was critical to the economy, as it established tax exemptions for U.S. corporations that settled in Puerto Rico and allowed their insular subsidiaries to send their earnings to the parent corporation at any time, without paying federal tax on corporate income. Puerto Rico has been able to maintain a relatively low inflation in the past decade while maintaining a purchasing power parity per capita higher than 80% of the rest of the world.
Academically, most of Puerto Rico's economic woes stem from federal regulations that expired, have been repealed, or no longer apply to Puerto Rico; its inability to become self-sufficient and self-sustainable throughout history; its highly politicized public policy which tends to change whenever a political party gains power; as well as its highly inefficient local government which has accrued a public debt equal to 68% of its gross domestic product throughout time. Puerto Rico currently has a public debt of $72.204 billion (equivalent to 103% of GNP), and a government deficit of $2.5 billion.By American standards, Puerto Rico is underdeveloped: It is poorer than Mississippi, the poorest state of the U.S., with 41% of its population below the poverty line. However, it has the highest GDP per capita in Latin America. Puerto Rico's main trading partners are the United States, Ireland, and Japan, with most products coming from East Asia, mainly China, Hong Kong, and Taiwan. Puerto Rico's dependency on oil for transportation and electricity generation, as well as its dependency on food imports and raw materials, makes Puerto Rico volatile and highly reactive to changes in the world economy and climate.
=== Tourism ===
Tourism in Puerto Rico is also an important part of the economy. In 2017, Hurricane Maria caused severe damage to the island and its infrastructure, disrupting tourism for many months. The damage was estimated at $100 billion. An April 2019 report indicated that by that time, only a few hotels were still closed, that life for tourists in and around the capital had, for the most part, returned to normal. By October 2019, nearly all of the popular amenities for tourists, in the major destinations such as San Juan, Ponce and Arecibo, were in operation on the island and tourism was rebounding. This was important for the economy, since tourism provides up to 10% of Puerto Rico's GDP, according to Discover Puerto Rico.A tourism campaign was launched by Discover Puerto Rico in 2018 intended to highlight the island's culture and history, branding it distinct, and different from other Caribbean destinations. In 2019, Discover Puerto Rico planned to continue that campaign.
=== Fiscal debt ===
In early 2017, the Puerto Rican government-debt crisis posed serious problems for the government which was saddled with outstanding bond debt that had climbed to $70 billion. The debt had been increasing during a decade-long recession.The Commonwealth had been defaulting on many debts, including bonds, since 2015. With debt payments due, the governor was facing the risk of a government shutdown and failure to fund the managed health care system. "Without action before April, Puerto Rico's ability to execute contracts for Fiscal Year 2018 with its managed care organizations will be threatened, thereby putting at risk beginning July 1, 2017 the health care of up to 900,000 poor U.S. citizens living in Puerto Rico", according to a letter sent to Congress by the Secretary of the Treasury and the Secretary of Health and Human Services. They also said that "Congress must enact measures recommended by both Republicans and Democrats that fix Puerto Rico's inequitable health care financing structure and promote sustained economic growth."Initially, the oversight board created under PROMESA called for Puerto Rico's governor Ricardo Rosselló to deliver a fiscal turnaround plan by 28 January. Just before that deadline, the control board gave the Commonwealth government until 28 February to present a fiscal plan (including negotiations with creditors for restructuring debt) to solve the problems. A moratorium on lawsuits by debtors was extended to 31 May. It is essential for Puerto Rico to reach restructuring deals to avoid a bankruptcy-like process under PROMESA. An internal survey conducted by the Puerto Rican Economists Association revealed that the majority of Puerto Rican economists reject the policy recommendations of the Board and the Rosselló government, with more than 80% of economists arguing in favor of auditing the debt.In early August 2017, the island's financial oversight board (created by PROMESA) planned to institute two days off without pay per month for government employees, down from the original plan of four days per month; the latter had been expected to achieve $218 million in savings. Governor Rossello rejected this plan as unjustified and unnecessary. Pension reforms were also discussed including a proposal for a 10% reduction in benefits to begin addressing the $50 billion in unfunded pension liabilities.
=== Public finances ===
Puerto Rico has an operating budget of about U.S.$9.8 billion with expenses at about $10.4 billion, creating a structural deficit of $775 million (about 7.9% of the budget). The practice of approving budgets with a structural deficit has been done for 23 consecutive years starting in 2000. Throughout those years, including present time, all budgets contemplated issuing bonds to cover these projected deficits rather than making structural adjustments. This practice increased Puerto Rico's cumulative debt, as the government had already been issuing bonds to balance its actual budget for four decades beginning in 1973.
Projected deficits added substantial burdens to an already indebted nation which accrued a public debt of $71B or about 70% of Puerto Rico's gross domestic product. This sparked an ongoing government-debt crisis after Puerto Rico's general obligation bonds were downgraded to speculative non-investment grade ("junk status") by three credit-rating agencies. In terms of financial control, almost 9.6%—or about $1.5 billion—of Puerto Rico's central government budget expenses for FY2014 is expected to be spent on debt service. Harsher budget cuts are expected as Puerto Rico must now repay larger chunks of debts in the coming years.For practical reasons the budget is divided into two aspects: a "general budget" which comprises the assignments funded exclusively by the Department of Treasury of Puerto Rico, and the "consolidated budget" which comprises the assignments funded by the general budget, by Puerto Rico's government-owned corporations, by revenue expected from loans, by the sale of government bonds, by subsidies extended by the federal government of the United States, and by other funds.
Both budgets contrast each other drastically, with the consolidated budget being usually thrice the size of the general budget; currently $29B and $9.0B respectively. Almost one out of every four dollars in the consolidated budget comes from U.S. federal subsidies while government-owned corporations compose more than 31% of the consolidated budget.
The critical aspects come from the sale of bonds, which comprise 7% of the consolidated budget – a ratio that increased annually due to the government's inability to prepare a balanced budget in addition to being incapable of generating enough income to cover all its expenses. In particular, the government-owned corporations add a heavy burden to the overall budget and public debt, as none is self-sufficient. For example, in FY2011 the government-owned corporations reported aggregated losses of more than $1.3B with the Puerto Rico Highways and Transportation Authority (PRHTA) reporting losses of $409M, the Puerto Rico Electric Power Authority (PREPA; the government monopoly that controls all electricity on the island) reporting losses of $272M, while the Puerto Rico Aqueducts and Sewers Authority (PRASA; the government monopoly that controls all water utilities on the island) reported losses of $112M.Losses by government-owned corporations have been defrayed through the issuance of bonds compounding more than 40% of Puerto Rico's entire public debt today. Holistically, from FY2000–FY2010 Puerto Rico's debt grew at a compound annual growth rate (CAGR) of 9% while GDP remained stagnant. This has not always provided a long-term solution. In early July 2017 for example, the PREPA power authority was effectively bankrupt after defaulting in a plan to restructure $9 billion in bond debt; the agency planned to seek Court protection.In terms of protocol, the governor, together with the Puerto Rico Office of Management and Budget (OGP in Spanish), formulates the budget he believes is required to operate all government branches for the ensuing fiscal year. He then submits this formulation as a budget request to the Puerto Rican legislature before 1 July, the date established by law as the beginning of Puerto Rico's fiscal year. While the constitution establishes that the request must be submitted "at the beginning of each regular session", the request is typically submitted during the first week of May as the regular sessions of the legislature begin in January and it would be impractical to submit a request so far in advance. Once submitted, the budget is then approved by the legislature, typically with amendments, through a joint resolution and is referred back to the governor for his approval. The governor then either approves it or vetoes it. If vetoed, the legislature can then either refer it back with amendments for the governor's approval or approve it without the governor's consent by two-thirds of the bodies of each chamber.Once the budget is approved, the Department of Treasury disburses funds to the Office of Management and Budget which in turn disburses the funds to the respective agencies, while the Puerto Rico Government Development Bank (the government's intergovernmental bank) manages all related banking affairs including those related to the government-owned corporations.
=== Cost of living ===
The cost of living in Puerto Rico is high and has increased over the past decade.Statistics used for cost of living sometimes do not take into account certain costs, such as the high cost of electricity, which has hovered in the 24¢ to 30¢ range per kilowatt-hour, two to three times the national average, increased travel costs for longer flights, additional shipping fees, and the loss of promotional participation opportunities for customers "outside the continental United States". While some online stores do offer free shipping on orders to Puerto Rico, many merchants exclude Hawaii, Alaska, Puerto Rico and other United States territories.
The household median income is stated as $19,350 and the mean income as $30,463 in the U.S. Census Bureau's 2015 update. The report also indicates that 45.5% of individuals are below the poverty level. The median home value in Puerto Rico ranges from U.S.$100,000 to U.S.$214,000, while the national median home value sits at $119,600.
One of the most cited contributors to the high cost of living in Puerto Rico is the Merchant Marine Act of 1920, also known as the Jones Act, which prevents foreign-flagged ships from carrying cargo between two American ports, a practice known as cabotage. Because of the Jones Act, foreign ships inbound with goods from Central and South America, Western Europe, and Africa cannot stop in Puerto Rico, offload Puerto Rico-bound goods, load mainland-bound Puerto Rico-manufactured goods, and continue to U.S. ports. Instead, they must proceed directly to U.S. ports, where distributors break bulk and send Puerto Rico-bound manufactured goods to Puerto Rico across the ocean by U.S.-flagged ships.The local government of Puerto Rico has requested several times to the U.S. Congress to exclude Puerto Rico from the Jones Act restrictions without success. The most recent measure has been taken by the 17th Legislative Assembly of Puerto Rico through R. Conc. del S. 21. These measures have always received support from all the major local political parties.
In 2013 the Government Accountability Office published a report which concluded that "repealing or amending the Jones Act cabotage law might cut Puerto Rico shipping costs" and that "shippers believed that opening the trade to non-U.S.-flag competition could lower costs". The same GAO report also found that "[shippers] doing business in Puerto Rico that GAO contacted reported that the freight rates are often—although not always—lower for foreign carriers going to and from Puerto Rico and foreign locations than the rates shippers pay to ship similar cargo to and from the United States, despite longer distances. Data were not available to allow us to validate the examples given or verify the extent to which this difference occurred." Ultimately, the report concluded that "[the] effects of modifying the application of the Jones Act for Puerto Rico are highly uncertain" for both Puerto Rico and the United States, particularly for the U.S. shipping industry and the military preparedness of the United States.A 2018 study by economists at Boston-based Reeve & Associates and Puerto Rico-based Estudios Tecnicos has concluded that the 1920 Jones Act has no impact on either retail prices or the cost of livings on Puerto Rico. The study found that Puerto Rico received very similar or lower shipping freight rates when compared to neighboring islands, and that the transportation costs have no impact on retail prices on the island. The study was based in part on actual comparison of consumer goods at retail stores in San Juan, Puerto Rico, and Jacksonville, Florida, finding: no significant difference in the prices of either grocery items or durable goods between the two locations.
== Education ==
The first school in Puerto Rico was the Escuela de Gramática (Grammar School). It was established by Bishop Alonso Manso in 1513, in the area where the Cathedral of San Juan was to be constructed. The school was free of charge and the courses taught were Latin language, literature, history, science, art, philosophy and theology.Education in Puerto Rico is divided in three levels—Primary (elementary school grades 1–6), Secondary (intermediate and high school grades 7–12), and Higher Level (undergraduate and graduate studies). As of 2002, the literacy rate of the Puerto Rican population was 94.1%; by gender, it was 93.9% for males and 94.4% for females. According to the 2000 Census, 60.0% of the population attained a high school degree or higher level of education, and 18.3% has a bachelor's degree or higher.
Instruction at the primary school level is compulsory between the ages of 5 and 18. As of 2010, there are 1539 public schools and 806 private schools.The largest and oldest university system is the public University of Puerto Rico (UPR) with 11 campuses. The largest private university systems on the island are the Sistema Universitario Ana G. Mendez which operates the Universidad del Turabo, Metropolitan University and Universidad del Este. Other private universities include the multi-campus Inter American University, the Pontifical Catholic University, Universidad Politécnica de Puerto Rico, and the Universidad del Sagrado Corazón. Puerto Rico has four schools of Medicine and three ABA-approved Law Schools.
== Public health and safety ==
In 2017, there were 69 hospitals in Puerto Rico.Reforma de Salud de Puerto Rico (Puerto Rico Health Reform) – locally referred to as La Reforma ('The Reform') – is a government-run program which provides medical and health care services to the indigent and impoverished, by means of contracting private health insurance companies, rather than employing government-owned hospitals and emergency centers. The Reform is administered by the Puerto Rico Health Insurance Administration.
=== Crime ===
The homicide rate of 19.2 per 100,000 inhabitants was significantly higher than any U.S. state in 2014. Most homicide victims are gang members and drug traffickers with about 80% of homicides in Puerto Rico being drug related.In 1992, the FBI made armed carjacking a federal crime and rates decreased per statistics, but as of 2019, the problem continued in municipalities like Guaynabo and others. From 1 January 2019 to 14 March 2019, thirty carjackings had occurred on the island.
== Culture ==
Modern Puerto Rican culture is a unique mix of cultural antecedents: including European (predominantly Spanish, Italian, French, German and Irish), African, and, more recently, some North American and many South Americans. Many Cubans and Dominicans have relocated to the island in the past few decades.
From the Spanish, Puerto Rico received the Spanish language, the Catholic religion and the vast majority of their cultural and moral values and traditions. The United States added English-language influence, the university system and the adoption of some holidays and practices. On 12 March 1903, the University of Puerto Rico was officially founded, branching out from the "Escuela Normal Industrial", a smaller organization that was founded in Fajardo three years earlier.
Much of Puerto Rican culture centers on the influence of music and has been shaped by other cultures combining with local and traditional rhythms. Early in the history of Puerto Rican music, the influences of Spanish and African traditions were most noticeable. The cultural movements across the Caribbean and North America have played a vital role in the more recent musical influences which have reached Puerto Rico.Puerto Rico has many symbols, but only the Flor de Maga has been made official by the Government of Puerto Rico. Other popular, traditional, or unofficial symbols of Puerto Rico are the Puerto Rican spindalis, the kapok tree, the coquí frog, the jíbaro, the Taíno Indian, and Cerro Las Tetas with its jíbaro culture monument.
=== Architecture ===
The architecture of Puerto Rico demonstrates a broad variety of traditions, styles and national influences accumulated over four centuries of Spanish rule, and a century of American rule. Spanish colonial architecture, Ibero-Islamic, art deco, post-modern, and many other architectural forms are visible throughout the island. From town to town, there are also many regional distinctions.
Old San Juan is one of the two barrios, in addition to Santurce, that made up the municipality of San Juan from 1864 to 1951, at which time the former independent municipality of Río Piedras was annexed. With its abundance of shops, historic places, museums, open air cafés, restaurants, gracious homes, tree-shaded plazas, and its old beauty and architectonical peculiarity, Old San Juan is a main spot for local and internal tourism. The district is also characterized by numerous public plazas and churches including San José Church and the Cathedral of San Juan Bautista, which contains the tomb of the Spanish explorer Juan Ponce de León. It also houses the oldest Catholic school for elementary education in Puerto Rico, the Colegio de Párvulos, built in 1865.
The oldest parts of the district of Old San Juan remain partly enclosed by massive walls. Several defensive structures and notable forts, such as the emblematic Fort San Felipe del Morro, Fort San Cristóbal, and El Palacio de Santa Catalina, also known as La Fortaleza, acted as the primary defenses of the settlement which was subjected to numerous attacks. La Fortaleza continues to serve also as the executive mansion for the governor of Puerto Rico. Many of the historic fortifications are part of San Juan National Historic Site.
During the 1940s, sections of Old San Juan fell into disrepair, and many renovation plans were suggested. There was even a strong push to develop Old San Juan as a "small Manhattan". Strict remodeling codes were implemented to prevent new constructions from affecting the common colonial Spanish architectural themes of the old city. When a project proposal suggested that the old Carmelite Convent in San Juan be demolished to erect a new hotel, the Institute had the building declared as a historic building, and then asked that it be converted to a hotel in a renewed facility. This was what became the Hotel El Convento in Old San Juan. The paradigm to reconstruct and renovate the old city and revitalize it has been followed by other cities in the Americas, particularly Havana, Lima and Cartagena de Indias.
Ponce Creole is a unique architectural style created in Ponce, Puerto Rico, in the late 19th and early 20th centuries. This style of Puerto Rican buildings is found predominantly in residential homes in Ponce that developed between 1895 and 1920. Ponce Creole architecture borrows heavily from the traditions of France, Spain and the Caribbean vernacular to create houses that were especially built to withstand the hot and dry climate of the region, and to take advantage of the sun and sea breezes characteristic of the southern Puerto Rico's Caribbean Sea coast. It is a blend of wood and masonry, incorporating architectural elements of other styles, from Classical revival and Spanish Revival to Victorian.
=== Arts ===
Puerto Rican art reflects many influences, much from its ethnically diverse background. A form of folk art, called santos evolved from the Catholic Church's use of sculptures to convert indigenous Puerto Ricans to Christianity. Santos depict figures of saints and other religious icons and are made from native wood, clay, and stone. After shaping simple, they are often finished by painting them in vivid colors. Santos vary in size, with the smallest examples around eight inches tall and the largest about twenty inches tall. Traditionally, santos were seen as messengers between the earth and Heaven. As such, they occupied a special place on household altars, where people prayed to them, asked for help, or tried to summon their protection.
Also popular, caretas or vejigantes are masks worn during carnivals. Similar masks signifying evil spirits were used in both Spain and Africa, though for different purposes. The Spanish used their masks to frighten lapsed Christians into returning to the church, while tribal Africans used them as protection from the evil spirits they represented. True to their historic origins, Puerto Rican caretas always bear at least several horns and fangs. While usually constructed of papier-mâché, coconut shells and fine metal screening are sometimes used as well. Red and black were the typical colors for caretas but their palette has expanded to include a wide variety of bright hues and patterns.
=== Cuisine ===
Puerto Rican cuisine has its roots in the cooking traditions and practices of Europe (Spain), Africa and the native Taínos. Basic ingredients include grains and legumes, herbs and spices, starchy tropical tubers, vegetables, meat and poultry, seafood and shellfish, and fruits. Main dishes include mofongo, arroz con gandules, pasteles, and pig roast (or lechón). Beverages include maví and piña colada. Desserts include flan, arroz con dulce (sweet rice pudding), piraguas, brazo gitanos, tembleque, polvorones, and dulce de leche. From the diet of the Taíno people come many tropical roots and tubers like yautía (taro) and especially Yuca (cassava), from which thin cracker-like casabe bread is made. Ajicito or cachucha pepper, a slightly hot habanero pepper, recao/culantro (spiny leaf), achiote (annatto), peppers, allspice, ají caballero (the hottest pepper native to Puerto Rico), peanuts, guavas, pineapples, jicacos (cocoplum), quenepas (mamoncillo), lerenes (Guinea arrowroot), calabazas (tropical pumpkins), and guanabanas (soursops) are all Taíno foods. Spanish / European influence can be seen in the use of wheat, chickpeas, capers, olives, onions, garlic, rice, cilantro, oregano, basil, sugarcane, citrus, eggplant, chicken, salted cod, beef, pork, lamb, dairy and a variety of other fruits, herbs and spices all came to Puerto Rico from Spain.
=== Literature ===
Puerto Rican literature evolved from the art of oral story telling to its present-day status. Written works by the native islanders of Puerto Rico were prohibited and repressed by the Spanish colonial government. Only those who were commissioned by the Spanish Crown to document the chronological history of the island were allowed to write.
Diego de Torres Vargas was allowed to circumvent this strict prohibition for three reasons: he was a priest, he came from a prosperous Spanish family, and his father was a Sergeant Major in the Spanish Army, who died while defending Puerto Rico from an invasion by the Dutch armada. In 1647, Torres Vargas wrote Descripción de la Ciudad e Isla de Puerto Rico ("Description of the Island and City of Puerto Rico"). This historical book was the first to make a detailed geographic description of the island.The book described all the fruits and commercial establishments of the time, mostly centered in the towns of San Juan and Ponce. The book also listed and described every mine, church, and hospital in the island at the time. The book contained notices on the State and Capital, plus an extensive and erudite bibliography. Descripción de la Ciudad e Isla de Puerto Rico was the first successful attempt at writing a comprehensive history of Puerto Rico.Some of Puerto Rico's earliest writers were influenced by the teachings of Rafael Cordero. Among these was Dr. Manuel A. Alonso, the first Puerto Rican writer of notable importance. In 1849 he published El Gíbaro, a collection of verses whose main themes were the poor Puerto Rican country farmer. Eugenio María de Hostos wrote La peregrinación de Bayoán in 1863, which used Bartolomé de las Casas as a springboard to reflect on Caribbean identity. After this first novel, Hostos abandoned fiction in favor of the essay which he saw as offering greater possibilities for inspiring social change.
In the late 19th century, with the arrival of the first printing press and the founding of the Royal Academy of Belles Letters, Puerto Rican literature began to flourish. The first writers to express their political views in regard to Spanish colonial rule of the island were journalists. After the United States invaded Puerto Rico during the Spanish–American War and the island was ceded to the Americans as a condition of the Treaty of Paris of 1898, writers and poets began to express their opposition to the new colonial rule by writing about patriotic themes.
Alejandro Tapia y Rivera, also known as the Father of Puerto Rican Literature, ushered in a new age of historiography with the publication of The Historical Library of Puerto Rico. Cayetano Coll y Toste was another Puerto Rican historian and writer. His work The Indo-Antillano Vocabulary is valuable in understanding the way the Taínos lived. Manuel Zeno Gandía in 1894 wrote La Charca and talked about the harsh life in the remote and mountainous coffee regions in Puerto Rico. Antonio S. Pedreira, described in his work Insularismo the cultural survival of the Puerto Rican identity after the American invasion.
With the Puerto Rican diaspora of the 1940s, Puerto Rican literature was greatly influenced by a phenomenon known as the Nuyorican Movement. Puerto Rican literature continued to flourish, and many Puerto Ricans have since distinguished themselves as authors, journalists, poets, novelists, playwrights, essayists, and screenwriters. The influence of Puerto Rican literature has transcended the boundaries of the island to the United States and the rest of the world. Over the past fifty years, significant writers include Ed Vega (Omaha Bigelow), Miguel Piñero (Short Eyes), Piri Thomas (Down These Mean Streets), Giannina Braschi (Yo-Yo Boing!), Rosario Ferrer (Eccentric Neighborhoods). and Esmeralda Santiago (When I was Puerto Rican).
=== Media ===
The mass media in Puerto Rico includes local radio stations, television stations and newspapers, the majority of which are conducted in Spanish. There are also three stations of the U.S. Armed Forces Radio and Television Service. Newspapers with daily distribution are El Nuevo Día, El Vocero and Índice, Metro, and Primera Hora. El Vocero is distributed free of charge, as are Índice and Metro.
Newspapers distributed on a weekly or regional basis include Claridad, La Perla del Sur, La Opinión, Visión, and La Estrella del Norte, among others. Several television channels provide local content in the island. These include WIPR-TV, Telemundo, Univision affiliate WLII-DT (Teleonce), WAPA-TV, and WKAQ-TV.
=== Music ===
The music of Puerto Rico has evolved as a heterogeneous and dynamic product of diverse cultural resources. The most conspicuous musical sources have been Spain and West Africa, although many aspects of Puerto Rican music reflect origins elsewhere in Europe and the Caribbean and, over the last century, from the U.S. Puerto Rican music culture today comprises a wide and rich variety of genres, ranging from indigenous genres like bomba, plena, aguinaldo, danza and salsa to recent hybrids like reggaeton.
Puerto Rico has some national instruments, like the cuatro (Spanish for "four"). The cuatro is a local instrument that was made by the "Jibaro" or people from the mountains. Originally, the Cuatro consisted of four steel strings, hence its name, but currently the Cuatro consists of five double steel strings. It is easily confused with a guitar, even by locals. When held upright, from right to left, the strings are G, D, A, E, B.
In the realm of classical music, the island hosts two main orchestras, the Orquesta Sinfónica de Puerto Rico and the Orquesta Filarmónica de Puerto Rico. The Casals Festival takes place annually in San Juan, drawing in classical musicians from around the world.
With respect to opera, the legendary Puerto Rican tenor Antonio Paoli was so celebrated, that he performed private recitals for Pope Pius X and Tsar Nicholas II of Russia. In 1907, Paoli was the first operatic artist in world history to record an entire opera – when he participated in a performance of Pagliacci by Ruggiero Leoncavallo in Milan, Italy.
=== Philately ===
Puerto Rico has been commemorated on four U.S. postal stamps and four personalities have been featured. Insular Territories were commemorated in 1937, the third stamp honored Puerto Rico featuring 'La Fortaleza', the Spanish Governor's Palace. The first free election for governor of the U.S. territory of Puerto Rico was honored on 27 April 1949, at San Juan, Puerto Rico. 'Inauguration' on the 3-cent stamp refers to the election of Luis Muñoz Marín, the first democratically elected governor of Puerto Rico. San Juan, Puerto Rico was commemorated with an 8-cent stamp on its 450th anniversary issued 12 September 1971, featuring a sentry box from Castillo San Felipe del Morro. In the "Flags of our nation series" 2008–2012, of the fifty-five, five territorial flags were featured. Forever stamps included the Puerto Rico Flag illustrated by a bird issued 2011.Four Puerto Rican personalities have been featured on U.S. postage stamps. These include Roberto Clemente in 1984 as an individual and in the Legends of Baseball series issued in 2000. Luis Muñoz Marín in the Great Americans series, on 18 February 1990, Julia de Burgos in the Literary Arts series, issued 2010, and José Ferrer in the Distinguished American series, issued 2012.
=== Sports ===
Baseball was one of the first sports to gain widespread popularity in Puerto Rico. The Puerto Rico Baseball League serves as the only active professional league, operating as a winter league. No Major League Baseball franchise or affiliate plays in Puerto Rico; however, San Juan hosted the Montreal Expos for several series in 2003 and 2004 before they moved to Washington, D.C., and became the Washington Nationals.
The Puerto Rico national baseball team has participated in the World Cup of Baseball winning one gold (1951), four silver and four bronze medals, the Caribbean Series (winning fourteen times) and the World Baseball Classic. In March 2006, San Juan's Hiram Bithorn Stadium hosted the opening round as well as the second round of the newly formed World Baseball Classic. Puerto Rican baseball players include Hall of Famers Roberto Clemente, Orlando Cepeda and Roberto Alomar, enshrined in 1973, 1999, and 2011 respectively.Boxing, basketball, and volleyball are considered popular sports as well. Wilfredo Gómez and McWilliams Arroyo have won their respective divisions at the World Amateur Boxing Championships. Other medalists include José Pedraza, who holds a silver medal, and three boxers who finished in third place, José Luis Vellón, Nelson Dieppa and McJoe Arroyo. In the professional circuit, Puerto Rico has the third-most boxing world champions and it is the global leader in champions per capita. These include Miguel Cotto, Félix Trinidad, Wilfred Benítez and Gómez among others.
The Puerto Rico national basketball team joined the International Basketball Federation in 1957. Since then, it has won more than 30 medals in international competitions, including gold in three FIBA Americas Championships and the 1994 Goodwill Games 8 August 2004, became a landmark date for the team when it became the first team to defeat the United States in an Olympic tournament since the integration of National Basketball Association players. Winning the inaugural game with scores of 92–73 as part of the 2004 Summer Olympics organized in Athens, Greece. Baloncesto Superior Nacional acts as the top-level professional basketball league in Puerto Rico and has experienced success since its beginning in 1930.
Puerto Rico is also a member of FIFA and CONCACAF. In 2008, the archipelago's first unified league, the Puerto Rico Soccer League, was established.
Other sports include professional wrestling and road running. The World Wrestling Council and International Wrestling Association are the largest wrestling promotions in the main island. The World's Best 10K, held annually in San Juan, has been ranked among the 20 most competitive races globally. The "Puerto Rico All Stars" team, which has won twelve world championships in unicycle basketball.Organized Streetball has gathered some exposition, with teams like "Puerto Rico Street Ball" competing against established organizations including the Capitanes de Arecibo and AND1's Mixtape Tour Team. Six years after the first visit, AND1 returned as part of their renamed Live Tour, losing to the Puerto Rico Streetballers. Consequently, practitioners of this style have earned participation in international teams, including Orlando "El Gato" Meléndez, who became the first Puerto Rican born athlete to play for the Harlem Globetrotters. Orlando Antigua, whose mother is Puerto Rican, in 1995 became the first Latino and the first non-black in 52 years to play for the Harlem Globetrotters.Puerto Rico has representation in all international competitions including the Summer and Winter Olympics, the Pan American Games, the Caribbean World Series, and the Central American and Caribbean Games. Puerto Rico hosted the Pan Am Games in 1979 (officially in San Juan), and The Central American and Caribbean Games were hosted in 1993 in Ponce and in 2010 in Mayagüez.
Puerto Rican athletes have won ten medals in Olympic competition (two gold, two silver, six bronze), the first one in 1948 by boxer Juan Evangelista Venegas. Monica Puig won the first gold medal for Puerto Rico in the Olympic Games by winning the Women's Tennis singles title in Rio 2016.
== Infrastructure ==
=== Transportation ===
Cities and towns in Puerto Rico are interconnected by a system of roads, freeways, expressways, and highways maintained by the Highways and Transportation Authority under the jurisdiction of the U.S. Department of Transportation, and patrolled by the Puerto Rico Police Department. The island's metropolitan area is served by a public bus transit system and a metro system called Tren Urbano ('Urban Train'). Other forms of public transportation include seaborne ferries (that serve Puerto Rico's archipelago) as well as Carros Públicos (private mini buses).
Puerto Rico has three international airports, the Luis Muñoz Marín International Airport in Carolina, Mercedita Airport in Ponce, and the Rafael Hernández Airport in Aguadilla, and 27 local airports. The Luis Muñoz Marín International Airport is the largest aerial transportation hub in the Caribbean.
Puerto Rico has nine ports in different cities across the main island. The San Juan Port is the largest in Puerto Rico, and the busiest port in the Caribbean and the 10th busiest in the United States in terms of commercial activity and cargo movement, respectively. The second largest port is the Port of the Americas in Ponce, currently under expansion to increase cargo capacity to 1.5 million twenty-foot containers (TEUs) per year.
=== Utilities ===
==== Electricity ====
The Puerto Rico Electric Power Authority (PREPA, Spanish: Autoridad de Energía Eléctrica, AEE)—is an electric power company and the government-owned corporation of Puerto Rico responsible for electricity generation, power transmission, and power distribution in Puerto Rico. PREPA was, by law, the only entity authorized to conduct such business in Puerto Rico, effectively making it a government monopoly until 2018. The Authority is ruled by a governing board appointed by the governor with the advice and consent of the Senate of Puerto Rico, and is run by an executive director.
On 20 July 2018, Puerto Rico Law 120-2018 (Ley para Transformar el Sistema Eléctrico de Puerto Rico) was signed. This law authorized PREPA to sell infrastructure and services to other providers. As a result, a contract was signed on 22 June 2020, making LUMA Energy the new operator of the energy distribution and transmission infrastructure, as well as other areas of PREPA's operations, in effect partially privatizing the Puerto Rican power grid. The takeover was set for 1 June 2021, amidst protests and uncertainty from the point of view of the general public and the former-PREPA workers and union members.
==== Water and sewage ====
Similarly, the Puerto Rico Aqueducts and Sewers Authority (PRASA, Spanish: Autoridad de Acueductos y Alcantarillados, AAA)—is a water company and the government-owned corporation responsible for water quality, management, and supply in Puerto Rico. It is the only entity authorized to conduct such business in Puerto Rico, effectively making it a government monopoly. Its existence is designated by Law No. 40 of 1 May 1945, including the corresponding amendments.
=== Telecommunications ===
Telecommunications in Puerto Rico includes radio, television, fixed and mobile telephones, and the Internet. Broadcasting in Puerto Rico is regulated by the U.S. Federal Communications Commission (FCC). As of 2007, there were 30 TV stations, 125 radio stations and roughly 1 million TV sets on the island. Cable TV subscription services are available, and the U.S. Armed Forces Radio and Television Service also broadcast on the island. Puerto Rico also has its own amateur radio prefixes, which differ from those of the contiguous United States in that there are two letter before the number. The most well-known prefix is KP4, but others separated for use on the archipelago (including Desecheo and Mona) are: KP3/KP4/NP3/NP4/WP3/WP4 (Puerto Rico, Vieques and Culebra) and KP5/NP5/WP5 (Desecheo Island). Amateur radio operators (also known as ham radio operators) are a well-known group in the island and can obtain special vehicle license plates with their callsign on them. They have been a key element in disaster relief.
== See also ==
Index of Puerto Rico-related articles
Outline of Puerto Rico
Stateside Puerto Ricans, living on mainland
List of islands of Puerto Rico
== Footnotes ==
== Notes ==
== References ==
== Further reading ==
Ayala, César J. and Rafael Bernabe. Puerto Rico in the American Century: A History since 1898 (University of North Carolina Press, 2009), a major scholarly history. online; see also online review
Benach, Joan, et al. "What the Puerto Rican hurricanes make visible: Chronicle of a public health disaster foretold." Social Science & Medicine 238 (2019): 112367.
Bonilla, Yarimar, and Marisol LeBrón, eds. Aftershocks of disaster: Puerto Rico before and after the storm (Haymarket Books, 2019) online.
Delano, Jack. Puerto Rico mío: four decades of change= cuatro décadas de cambio (Smithsonian, 1990), history in photographs; captions in English and Spanish.. online
Delilah Roque, Anais, David Pijawka, and Amber Wutich. "The role of social capital in resiliency: Disaster recovery in Puerto Rico." Risk, Hazards & Crisis in Public Policy 11.2 (2020): 204-235.
Dietz, James L. Economic history of Puerto Rico: institutional change and capitalist development (Princeton University Press, 1986) online.
Garriga-López, Adriana. "Puerto Rico: The future in question." Shima 13.2 (2019): 174-192. online
Godreau, Isar P. Scripts of Blackness: Race, Cultural nationalism, and U.S. Colonialism in Puerto Rico. Urbana, IL: University of Illinois Press, 2015.
== External links ==
Official website (in Spanish)
Investment
Tourism
Department of Economic Development and Commerce
U.S. Geological Survey Geographic Names Information System: Puerto Rico
"Puerto Rico". Country profiles. BBC.
"Puerto Rico". Encyclopædia Britannica. 24 August 2023.
"Datos y Estadisticas de Puerto Rico y sus Municipios" [Data and Statistics about Puerto Rico and Its Municipalities]. Tendencias PR (in Spanish).
Puerto Rico. The World Factbook. Central Intelligence Agency.
Puerto Rico at Curlie
=== Geography ===
Wikimedia Atlas of Puerto Rico
Geographic data related to Puerto Rico at OpenStreetMap
=== United States government ===
"Application of the U.S. Constitution in U.S. Insular Areas" (PDF). November 1997.
"Puerto Rico: Resource Guide". LOC.
=== United Nations (U.N.) Declaration on Puerto Rico ===
"Special Committee on Decolonization Calls Upon United States to Expedite Puerto Rico's Self-Determination Process". Special Committee on Decolonization. Press release. U.N. General Assembly. 14 June 2007. Archived from the original on 26 December 2007.
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Jazz
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Jazz is a music genre that originated in the African-American communities of New Orleans, Louisiana, in the late 19th and early 20th centuries, with its roots in blues and ragtime. Since the 1920s Jazz Age, it has been recognized as a major form of musical expression in traditional and popular music. Jazz is characterized by swing and blue notes, complex chords, call and response vocals, polyrhythms and improvisation. Jazz has roots in European harmony and African rhythmic rituals.As jazz spread around the world, it drew on national, regional, and local musical cultures, which gave rise to different styles. New Orleans jazz began in the early 1910s, combining earlier brass band marches, French quadrilles, biguine, ragtime and blues with collective polyphonic improvisation. But jazz did not begin as a single musical tradition in New Orleans or elsewhere. In the 1930s, arranged dance-oriented swing big bands, Kansas City jazz (a hard-swinging, bluesy, improvisational style), and gypsy jazz (a style that emphasized musette waltzes) were the prominent styles. Bebop emerged in the 1940s, shifting jazz from danceable popular music toward a more challenging "musician's music" which was played at faster tempos and used more chord-based improvisation. Cool jazz developed near the end of the 1940s, introducing calmer, smoother sounds and long, linear melodic lines.The mid-1950s saw the emergence of hard bop, which introduced influences from rhythm and blues, gospel, and blues to small groups and particularly to saxophone and piano. Modal jazz developed in the late 1950s, using the mode, or musical scale, as the basis of musical structure and improvisation, as did free jazz, which explored playing without regular meter, beat and formal structures. Jazz-rock fusion appeared in the late 1960s and early 1970s, combining jazz improvisation with rock music's rhythms, electric instruments, and highly amplified stage sound. In the early 1980s, a commercial form of jazz fusion called smooth jazz became successful, garnering significant radio airplay. Other styles and genres abound in the 21st century, such as Latin and Afro-Cuban jazz.
== Etymology and definition ==
The origin of the word jazz has resulted in considerable research, and its history is well documented. It is believed to be related to jasm, a slang term dating back to 1860 meaning "pep, energy". The earliest written record of the word is in a 1912 article in the Los Angeles Times in which a minor league baseball pitcher described a pitch which he called a "jazz ball" "because it wobbles and you simply can't do anything with it".The use of the word in a musical context was documented as early as 1915 in the Chicago Daily Tribune. Its first documented use in a musical context in New Orleans was in a November 14, 1916, Times-Picayune article about "jas bands". In an interview with National Public Radio, musician Eubie Blake offered his recollections of the slang connotations of the term, saying: "When Broadway picked it up, they called it 'J-A-Z-Z'. It wasn't called that. It was spelled 'J-A-S-S'. That was dirty, and if you knew what it was, you wouldn't say it in front of ladies." The American Dialect Society named it the Word of the 20th Century.
Jazz is difficult to define because it encompasses a wide range of music spanning a period of over 100 years, from ragtime to rock-infused fusion. Attempts have been made to define jazz from the perspective of other musical traditions, such as European music history or African music. But critic Joachim-Ernst Berendt argues that its terms of reference and its definition should be broader, defining jazz as a "form of art music which originated in the United States through the confrontation of the Negro with European music" and arguing that it differs from European music in that jazz has a "special relationship to time defined as 'swing'". Jazz involves "a spontaneity and vitality of musical production in which improvisation plays a role" and contains a "sonority and manner of phrasing which mirror the individuality of the performing jazz musician".A broader definition that encompasses different eras of jazz has been proposed by Travis Jackson: "it is music that includes qualities such as swing, improvising, group interaction, developing an 'individual voice', and being open to different musical possibilities". Krin Gibbard argued that "jazz is a construct" which designates "a number of musics with enough in common to be understood as part of a coherent tradition". Duke Ellington, one of jazz's most famous figures, said, "It's all music."
== Elements ==
=== Improvisation ===
Although jazz is considered difficult to define, in part because it contains many subgenres, improvisation is one of its defining elements. The centrality of improvisation is attributed to the influence of earlier forms of music such as blues, a form of folk music which arose in part from the work songs and field hollers of African-American slaves on plantations. These work songs were commonly structured around a repetitive call-and-response pattern, but early blues was also improvisational. Classical music performance is evaluated more by its fidelity to the musical score, with less attention given to interpretation, ornamentation, and accompaniment. The classical performer's goal is to play the composition as it was written. In contrast, jazz is often characterized by the product of interaction and collaboration, placing less value on the contribution of the composer, if there is one, and more on the performer. The jazz performer interprets a tune in individual ways, never playing the same composition twice. Depending on the performer's mood, experience, and interaction with band members or audience members, the performer may change melodies, harmonies, and time signatures.In early Dixieland, a.k.a. New Orleans jazz, performers took turns playing melodies and improvising countermelodies. In the swing era of the 1920s–'40s, big bands relied more on arrangements which were written or learned by ear and memorized. Soloists improvised within these arrangements. In the bebop era of the 1940s, big bands gave way to small groups and minimal arrangements in which the melody was stated briefly at the beginning and most of the piece was improvised. Modal jazz abandoned chord progressions to allow musicians to improvise even more. In many forms of jazz, a soloist is supported by a rhythm section of one or more chordal instruments (piano, guitar), double bass, and drums. The rhythm section plays chords and rhythms that outline the composition structure and complement the soloist. In avant-garde and free jazz, the separation of soloist and band is reduced, and there is license, or even a requirement, for the abandoning of chords, scales, and meters.
=== Traditionalism ===
Since the emergence of bebop, forms of jazz that are commercially oriented or influenced by popular music have been criticized. According to Bruce Johnson, there has always been a "tension between jazz as a commercial music and an art form". Regarding the Dixieland jazz revival of the 1940s, Black musicians rejected it as being shallow nostalgia entertainment for white audiences. On the other hand, traditional jazz enthusiasts have dismissed bebop, free jazz, and jazz fusion as forms of debasement and betrayal. An alternative view is that jazz can absorb and transform diverse musical styles. By avoiding the creation of norms, jazz allows avant-garde styles to emerge.
== Diversity in jazz ==
=== Jazz and race ===
For some African Americans, jazz has drawn attention to African-American contributions to culture and history. For others, jazz is a reminder of "an oppressive and racist society and restrictions on their artistic visions". Amiri Baraka argues that there is a "white jazz" genre that expresses whiteness. White jazz musicians appeared in the Midwest and in other areas throughout the U.S. Papa Jack Laine, who ran the Reliance band in New Orleans in the 1910s, was called "the father of white jazz". The Original Dixieland Jazz Band, whose members were white, were the first jazz group to record, and Bix Beiderbecke was one of the most prominent jazz soloists of the 1920s. The Chicago Style was developed by white musicians such as Eddie Condon, Bud Freeman, Jimmy McPartland, and Dave Tough. Others from Chicago such as Benny Goodman and Gene Krupa became leading members of swing during the 1930s. Many bands included both Black and white musicians. These musicians helped change attitudes toward race in the U.S.
=== Roles of women ===
Female jazz performers and composers have contributed to jazz throughout its history. Although Betty Carter, Ella Fitzgerald, Adelaide Hall, Billie Holiday, Peggy Lee, Abbey Lincoln, Anita O'Day, Dinah Washington, and Ethel Waters were recognized for their vocal talent, less familiar were bandleaders, composers, and instrumentalists such as pianist Lil Hardin Armstrong, trumpeter Valaida Snow, and songwriters Irene Higginbotham and Dorothy Fields. Women began playing instruments in jazz in the early 1920s, drawing particular recognition on piano.When male jazz musicians were drafted during World War II, many all-female bands replaced them. The International Sweethearts of Rhythm, which was founded in 1937, was a popular band that became the first all-female integrated band in the U.S. and the first to travel with the USO, touring Europe in 1945. Women were members of the big bands of Woody Herman and Gerald Wilson. Beginning in the 1950s, many women jazz instrumentalists were prominent, some sustaining long careers. Some of the most distinctive improvisers, composers, and bandleaders in jazz have been women. Trombonist Melba Liston is acknowledged as the first female horn player to work in major bands and to make a real impact on jazz, not only as a musician but also as a respected composer and arranger, particularly through her collaborations with Randy Weston from the late 1950s into the 1990s.
=== Jews in jazz ===
Jewish Americans played a significant role in jazz. As jazz spread, it developed to encompass many different cultures, and the work of Jewish composers in Tin Pan Alley helped shape the many different sounds that jazz came to incorporate.Jewish Americans were able to thrive in Jazz because of the probationary whiteness that they were allotted at the time. George Bornstein wrote that African Americans were sympathetic to the plight of the Jewish American and vice versa. As disenfranchised minorities themselves, Jewish composers of popular music saw themselves as natural allies with African Americans.The Jazz Singer with Al Jolson is one example of how Jewish Americans were able to bring jazz, music that African Americans developed, into popular culture. Benny Goodman was a vital Jewish American to the progression of Jazz. Goodman was the leader of a racially integrated band named King of Swing. His jazz concert in the Carnegie Hall in 1938 was the first ever to be played there. The concert was described by Bruce Eder as "the single most important jazz or popular music concert in history".
== Origins and early history ==
Jazz originated in the late-19th to early-20th century. It developed out of many forms of music, including blues, spirituals, hymns, marches, vaudeville song, ragtime, and dance music. It also incorporated interpretations of American and European classical music, entwined with African and slave folk songs and the influences of West African culture. Its composition and style have changed many times throughout the years with each performer's personal interpretation and improvisation, which is also one of the greatest appeals of the genre.
=== Blended African and European music sensibilities ===
By the 18th century, slaves in the New Orleans area gathered socially at a special market, in an area which later became known as Congo Square, famous for its African dances.By 1866, the Atlantic slave trade had brought nearly 400,000 Africans to North America. The slaves came largely from West Africa and the greater Congo River basin and brought strong musical traditions with them. The African traditions primarily use a single-line melody and call-and-response pattern, and the rhythms have a counter-metric structure and reflect African speech patterns.An 1885 account says that they were making strange music (Creole) on an equally strange variety of 'instruments'—washboards, washtubs, jugs, boxes beaten with sticks or bones and a drum made by stretching skin over a flour-barrel.Lavish festivals with African-based dances to drums were organized on Sundays at Place Congo, or Congo Square, in New Orleans until 1843. There are historical accounts of other music and dance gatherings elsewhere in the southern United States. Robert Palmer said of percussive slave music:
Usually such music was associated with annual festivals, when the year's crop was harvested and several days were set aside for celebration. As late as 1861, a traveler in North Carolina saw dancers dressed in costumes that included horned headdresses and cow tails and heard music provided by a sheepskin-covered "gumbo box", apparently a frame drum; triangles and jawbones furnished the auxiliary percussion. There are quite a few [accounts] from the southeastern states and Louisiana dating from the period 1820–1850. Some of the earliest [Mississippi] Delta settlers came from the vicinity of New Orleans, where drumming was never actively discouraged for very long and homemade drums were used to accompany public dancing until the outbreak of the Civil War.
Another influence came from the harmonic style of hymns of the church, which black slaves had learned and incorporated into their own music as spirituals. The origins of the blues are undocumented, though they can be seen as the secular counterpart of the spirituals. However, as Gerhard Kubik points out, whereas the spirituals are homophonic, rural blues and early jazz "was largely based on concepts of heterophony".
During the early 19th century an increasing number of black musicians learned to play European instruments, particularly the violin, which they used to parody European dance music in their own cakewalk dances. In turn, European American minstrel show performers in blackface popularized the music internationally, combining syncopation with European harmonic accompaniment. In the mid-1800s the white New Orleans composer Louis Moreau Gottschalk adapted slave rhythms and melodies from Cuba and other Caribbean islands into piano salon music. New Orleans was the main nexus between the Afro-Caribbean and African American cultures.
=== African rhythmic retention ===
The Black Codes outlawed drumming by slaves, which meant that African drumming traditions were not preserved in North America, unlike in Cuba, Haiti, and elsewhere in the Caribbean. African-based rhythmic patterns were retained in the United States in large part through "body rhythms" such as stomping, clapping, and patting juba dancing.In the opinion of jazz historian Ernest Borneman, what preceded New Orleans jazz before 1890 was "Afro-Latin music", similar to what was played in the Caribbean at the time. A three-stroke pattern known in Cuban music as tresillo is a fundamental rhythmic figure heard in many different slave musics of the Caribbean, as well as the Afro-Caribbean folk dances performed in New Orleans Congo Square and Gottschalk's compositions (for example "Souvenirs From Havana" (1859)). Tresillo (shown below) is the most basic and most prevalent duple-pulse rhythmic cell in sub-Saharan African music traditions and the music of the African Diaspora.
Tresillo is heard prominently in New Orleans second line music and in other forms of popular music from that city from the turn of the 20th century to present. "By and large the simpler African rhythmic patterns survived in jazz ... because they could be adapted more readily to European rhythmic conceptions," jazz historian Gunther Schuller observed. "Some survived, others were discarded as the Europeanization progressed."In the post-Civil War period (after 1865), African Americans were able to obtain surplus military bass drums, snare drums and fifes, and an original African-American drum and fife music emerged, featuring tresillo and related syncopated rhythmic figures. This was a drumming tradition that was distinct from its Caribbean counterparts, expressing a uniquely African-American sensibility. "The snare and bass drummers played syncopated cross-rhythms," observed the writer Robert Palmer, speculating that "this tradition must have dated back to the latter half of the nineteenth century, and it could have not have developed in the first place if there hadn't been a reservoir of polyrhythmic sophistication in the culture it nurtured."
=== Afro-Cuban influence ===
African-American music began incorporating Afro-Cuban rhythmic motifs in the 19th century when the habanera (Cuban contradanza) gained international popularity. Musicians from Havana and New Orleans would take the twice-daily ferry between both cities to perform, and the habanera quickly took root in the musically fertile Crescent City. John Storm Roberts states that the musical genre habanera "reached the U.S. twenty years before the first rag was published." For the more than quarter-century in which the cakewalk, ragtime, and proto-jazz were forming and developing, the habanera was a consistent part of African-American popular music.Habaneras were widely available as sheet music and were the first written music which was rhythmically based on an African motif (1803). From the perspective of African-American music, the "habanera rhythm" (also known as "congo"), "tango-congo", or tango. can be thought of as a combination of tresillo and the backbeat. The habanera was the first of many Cuban music genres which enjoyed periods of popularity in the United States and reinforced and inspired the use of tresillo-based rhythms in African-American music.
New Orleans native Louis Moreau Gottschalk's piano piece "Ojos Criollos (Danse Cubaine)" (1860) was influenced by the composer's studies in Cuba: the habanera rhythm is clearly heard in the left hand.: 125 In Gottschalk's symphonic work "A Night in the Tropics" (1859), the tresillo variant cinquillo appears extensively. The figure was later used by Scott Joplin and other ragtime composers.
Comparing the music of New Orleans with the music of Cuba, Wynton Marsalis observes that tresillo is the New Orleans "clavé", a Spanish word meaning "code" or "key", as in the key to a puzzle, or mystery. Although the pattern is only half a clave, Marsalis makes the point that the single-celled figure is the guide-pattern of New Orleans music. Jelly Roll Morton called the rhythmic figure the Spanish tinge and considered it an essential ingredient of jazz.
=== Ragtime ===
The abolition of slavery in 1865 led to new opportunities for the education of freed African Americans. Although strict segregation limited employment opportunities for most blacks, many were able to find work in entertainment. Black musicians were able to provide entertainment in dances, minstrel shows, and in vaudeville, during which time many marching bands were formed. Black pianists played in bars, clubs, and brothels, as ragtime developed.Ragtime appeared as sheet music, popularized by African-American musicians such as the entertainer Ernest Hogan, whose hit songs appeared in 1895. Two years later, Vess Ossman recorded a medley of these songs as a banjo solo known as "Rag Time Medley". Also in 1897, the white composer William Krell published his "Mississippi Rag" as the first written piano instrumental ragtime piece, and Tom Turpin published his "Harlem Rag", the first rag published by an African-American.
Classically trained pianist Scott Joplin produced his "Original Rags" in 1898 and, in 1899, had an international hit with "Maple Leaf Rag", a multi-strain ragtime march with four parts that feature recurring themes and a bass line with copious seventh chords. Its structure was the basis for many other rags, and the syncopations in the right hand, especially in the transition between the first and second strain, were novel at the time. The last four measures of Scott Joplin's "Maple Leaf Rag" (1899) are shown below.
African-based rhythmic patterns such as tresillo and its variants, the habanera rhythm and cinquillo, are heard in the ragtime compositions of Joplin and Turpin. Joplin's "Solace" (1909) is generally considered to be in the habanera genre: both of the pianist's hands play in a syncopated fashion, completely abandoning any sense of a march rhythm. Ned Sublette postulates that the tresillo/habanera rhythm "found its way into ragtime and the cakewalk," whilst Roberts suggests that "the habanera influence may have been part of what freed black music from ragtime's European bass".
=== Blues ===
==== African genesis ====
Blues is the name given to both a musical form and a music genre, which originated in African-American communities of primarily the Deep South of the United States at the end of the 19th century from their spirituals, work songs, field hollers, shouts and chants and rhymed simple narrative ballads.The African use of pentatonic scales contributed to the development of blue notes in blues and jazz. As Kubik explains:
Many of the rural blues of the Deep South are stylistically an extension and merger of basically two broad accompanied song-style traditions in the west central Sudanic belt:
A strongly Arabic/Islamic song style, as found for example among the Hausa. It is characterized by melisma, wavy intonation, pitch instabilities within a pentatonic framework, and a declamatory voice.
An ancient west central Sudanic stratum of pentatonic song composition, often associated with simple work rhythms in a regular meter, but with notable off-beat accents.
==== W. C. Handy: early published blues ====
W. C. Handy became interested in folk blues of the Deep South while traveling through the Mississippi Delta. In this folk blues form, the singer would improvise freely within a limited melodic range, sounding like a field holler, and the guitar accompaniment was slapped rather than strummed, like a small drum which responded in syncopated accents, functioning as another "voice". Handy and his band members were formally trained African-American musicians who had not grown up with the blues, yet he was able to adapt the blues to a larger band instrument format and arrange them in a popular music form.
Handy wrote about his adopting of the blues:
The primitive southern Negro, as he sang, was sure to bear down on the third and seventh tone of the scale, slurring between major and minor. Whether in the cotton field of the Delta or on the Levee up St. Louis way, it was always the same. Till then, however, I had never heard this slur used by a more sophisticated Negro, or by any white man. I tried to convey this effect ... by introducing flat thirds and sevenths (now called blue notes) into my song, although its prevailing key was major ... , and I carried this device into my melody as well.
The publication of his "Memphis Blues" sheet music in 1912 introduced the 12-bar blues to the world (although Gunther Schuller argues that it is not really a blues, but "more like a cakewalk"). This composition, as well as his later "St. Louis Blues" and others, included the habanera rhythm, and would become jazz standards. Handy's music career began in the pre-jazz era and contributed to the codification of jazz through the publication of some of the first jazz sheet music.
=== New Orleans ===
The music of New Orleans had a profound effect on the creation of early jazz. In New Orleans, slaves could practice elements of their culture such as voodoo and playing drums. Many early jazz musicians played in the bars and brothels of the red-light district around Basin Street called Storyville. In addition to dance bands, there were marching bands which played at lavish funerals (later called jazz funerals). The instruments used by marching bands and dance bands became the instruments of jazz: brass, drums, and reeds tuned in the European 12-tone scale. Small bands contained a combination of self-taught and formally educated musicians, many from the funeral procession tradition. These bands traveled in black communities in the deep south. Beginning in 1914, Creole and African-American musicians played in vaudeville shows which carried jazz to cities in the northern and western parts of the U.S. Jazz became international in 1914, when the Creole Band with cornettist Freddie Keppard performed the first ever jazz concert outside the United States, at the Pantages Playhouse Theatre in Winnipeg, Canada.In New Orleans, a white bandleader named Papa Jack Laine integrated blacks and whites in his marching band. He was known as "the father of white jazz" because of the many top players he employed, such as George Brunies, Sharkey Bonano, and future members of the Original Dixieland Jass Band. During the early 1900s, jazz was mostly performed in African-American and mulatto communities due to segregation laws. Storyville brought jazz to a wider audience through tourists who visited the port city of New Orleans. Many jazz musicians from African-American communities were hired to perform in bars and brothels. These included Buddy Bolden and Jelly Roll Morton in addition to those from other communities, such as Lorenzo Tio and Alcide Nunez. Louis Armstrong started his career in Storyville and found success in Chicago. Storyville was shut down by the U.S. government in 1917.
==== Syncopation ====
Cornetist Buddy Bolden played in New Orleans from 1895 to 1906. No recordings by him exist. His band is credited with creating the big four: the first syncopated bass drum pattern to deviate from the standard on-the-beat march. As the example below shows, the second half of the big four pattern is the habanera rhythm.
Afro-Creole pianist Jelly Roll Morton began his career in Storyville. Beginning in 1904, he toured with vaudeville shows to southern cities, Chicago, and New York City. In 1905, he composed "Jelly Roll Blues", which became the first jazz arrangement in print when it was published in 1915. It introduced more musicians to the New Orleans style.Morton considered the tresillo/habanera, which he called the Spanish tinge, an essential ingredient of jazz. "Now in one of my earliest tunes, "New Orleans Blues," you can notice the Spanish tinge. In fact, if you can't manage to put tinges of Spanish in your tunes, you will never be able to get the right seasoning, I call it, for jazz."An excerpt of "New Orleans Blues" is shown below. In the excerpt, the left hand plays the tresillo rhythm, while the right hand plays variations on cinquillo.
Morton was a crucial innovator in the evolution from the early jazz form known as ragtime to jazz piano, and could perform pieces in either style; in 1938, Morton made a series of recordings for the Library of Congress in which he demonstrated the difference between the two styles. Morton's solos, however, were still close to ragtime, and were not merely improvisations over chord changes as in later jazz, but his use of the blues was of equal importance.
=== Swing in the early 20th century ===
Morton loosened ragtime's rigid rhythmic feeling, decreasing its embellishments and employing a swing feeling. Swing is the most important and enduring African-based rhythmic technique used in jazz. An oft quoted definition of swing by Louis Armstrong is: "if you don't feel it, you'll never know it." The New Harvard Dictionary of Music states that swing is: "An intangible rhythmic momentum in jazz...Swing defies analysis; claims to its presence may inspire arguments." The dictionary does nonetheless provide the useful description of triple subdivisions of the beat contrasted with duple subdivisions: swing superimposes six subdivisions of the beat over a basic pulse structure or four subdivisions. This aspect of swing is far more prevalent in African-American music than in Afro-Caribbean music. One aspect of swing, which is heard in more rhythmically complex Diaspora musics, places strokes in-between the triple and duple-pulse "grids".New Orleans brass bands are a lasting influence, contributing horn players to the world of professional jazz with the distinct sound of the city whilst helping black children escape poverty. The leader of New Orleans' Camelia Brass Band, D'Jalma Ganier, taught Louis Armstrong to play trumpet; Armstrong would then popularize the New Orleans style of trumpet playing, and then expand it. Like Jelly Roll Morton, Armstrong is also credited with the abandonment of ragtime's stiffness in favor of swung notes. Armstrong, perhaps more than any other musician, codified the rhythmic technique of swing in jazz and broadened the jazz solo vocabulary.The Original Dixieland Jass Band made the music's first recordings early in 1917, and their "Livery Stable Blues" became the earliest released jazz record. That year, numerous other bands made recordings featuring "jazz" in the title or band name, but most were ragtime or novelty records rather than jazz. In February 1918 during World War I, James Reese Europe's "Hellfighters" infantry band took ragtime to Europe, then on their return recorded Dixieland standards including "Darktown Strutters' Ball".
=== Other regions ===
In the northeastern United States, a "hot" style of playing ragtime had developed, notably James Reese Europe's symphonic Clef Club orchestra in New York City, which played a benefit concert at Carnegie Hall in 1912. The Baltimore rag style of Eubie Blake influenced James P. Johnson's development of stride piano playing, in which the right hand plays the melody, while the left hand provides the rhythm and bassline.In Ohio and elsewhere in the mid-west the major influence was ragtime, until about 1919. Around 1912, when the four-string banjo and saxophone came in, musicians began to improvise the melody line, but the harmony and rhythm remained unchanged. A contemporary account states that blues could only be heard in jazz in the gut-bucket cabarets, which were generally looked down upon by the Black middle-class.
== The Jazz Age ==
From 1920 to 1933, Prohibition in the United States banned the sale of alcoholic drinks, resulting in illicit speakeasies which became lively venues of the "Jazz Age", hosting popular music, dance songs, novelty songs, and show tunes. Jazz began to get a reputation as immoral, and many members of the older generations saw it as a threat to the old cultural values by promoting the decadent values of the Roaring 20s. Henry van Dyke of Princeton University wrote, "... it is not music at all. It's merely an irritation of the nerves of hearing, a sensual teasing of the strings of physical passion." The New York Times reported that Siberian villagers used jazz to scare away bears, but the villagers had used pots and pans; another story claimed that the fatal heart attack of a celebrated conductor was caused by jazz.
In 1919, Kid Ory's Original Creole Jazz Band of musicians from New Orleans began playing in San Francisco and Los Angeles, where in 1922 they became the first black jazz band of New Orleans origin to make recordings. During the same year, Bessie Smith made her first recordings. Chicago was developing "Hot Jazz", and King Oliver joined Bill Johnson. Bix Beiderbecke formed The Wolverines in 1924.
Despite its Southern black origins, there was a larger market for jazzy dance music played by white orchestras. In 1918, Paul Whiteman and his orchestra became a hit in San Francisco. He signed a contract with Victor and became the top bandleader of the 1920s, giving hot jazz a white component, hiring white musicians such as Bix Beiderbecke, Jimmy Dorsey, Tommy Dorsey, Frankie Trumbauer, and Joe Venuti. In 1924, Whiteman commissioned George Gershwin's Rhapsody in Blue, which was premiered by his orchestra. Jazz began to be recognized as a notable musical form. Olin Downes, reviewing the concert in The New York Times, wrote, "This composition shows extraordinary talent, as it shows a young composer with aims that go far beyond those of his ilk, struggling with a form of which he is far from being master. ... In spite of all this, he has expressed himself in a significant and, on the whole, highly original form. ... His first theme ... is no mere dance-tune ... it is an idea, or several ideas, correlated and combined in varying and contrasting rhythms that immediately intrigue the listener."After Whiteman's band successfully toured Europe, huge hot jazz orchestras in theater pits caught on with other whites, including Fred Waring, Jean Goldkette, and Nathaniel Shilkret. According to Mario Dunkel, Whiteman's success was based on a "rhetoric of domestication" according to which he had elevated and rendered valuable (read "white") a previously inchoate (read "black") kind of music.
Whiteman's success caused black artists to follow suit, including Earl Hines (who opened in The Grand Terrace Cafe in Chicago in 1928), Duke Ellington (who opened at the Cotton Club in Harlem in 1927), Lionel Hampton, Fletcher Henderson, Claude Hopkins, and Don Redman, with Henderson and Redman developing the "talking to one another" formula for "hot" swing music.In 1924, Louis Armstrong joined the Fletcher Henderson dance band for a year, as featured soloist. The original New Orleans style was polyphonic, with theme variation and simultaneous collective improvisation. Armstrong was a master of his hometown style, but by the time he joined Henderson's band, he was already a trailblazer in a new phase of jazz, with its emphasis on arrangements and soloists. Armstrong's solos went well beyond the theme-improvisation concept and extemporized on chords, rather than melodies. According to Schuller, by comparison, the solos by Armstrong's bandmates (including a young Coleman Hawkins), sounded "stiff, stodgy", with "jerky rhythms and a grey undistinguished tone quality". The following example shows a short excerpt of the straight melody of "Mandy, Make Up Your Mind" by George W. Meyer and Arthur Johnston (top), compared with Armstrong's solo improvisations (below) (recorded 1924). Armstrong's solos were a significant factor in making jazz a true 20th-century language. After leaving Henderson's group, Armstrong formed his Hot Five band, where he popularized scat singing.
=== Swing in the 1920s and 1930s ===
The 1930s belonged to popular swing big bands, in which some virtuoso soloists became as famous as the band leaders. Key figures in developing the "big" jazz band included bandleaders and arrangers Count Basie, Cab Calloway, Jimmy and Tommy Dorsey, Duke Ellington, Benny Goodman, Fletcher Henderson, Earl Hines, Harry James, Jimmie Lunceford, Glenn Miller and Artie Shaw. Although it was a collective sound, swing also offered individual musicians a chance to "solo" and improvise melodic, thematic solos which could at times be complex "important" music.
Over time, social strictures regarding racial segregation began to relax in America: white bandleaders began to recruit black musicians and black bandleaders white ones. In the mid-1930s, Benny Goodman hired pianist Teddy Wilson, vibraphonist Lionel Hampton and guitarist Charlie Christian to join small groups. In the 1930s, Kansas City Jazz as exemplified by tenor saxophonist Lester Young marked the transition from big bands to the bebop influence of the 1940s. An early 1940s style known as "jumping the blues" or jump blues used small combos, uptempo music and blues chord progressions, drawing on boogie-woogie from the 1930s.
=== The influence of Duke Ellington ===
While swing was reaching the height of its popularity, Duke Ellington spent the late 1920s and 1930s developing an innovative musical idiom for his orchestra. Abandoning the conventions of swing, he experimented with orchestral sounds, harmony, and musical form with complex compositions that still translated well for popular audiences; some of his tunes became hits, and his own popularity spanned from the United States to Europe.Ellington called his music American Music, rather than jazz, and liked to describe those who impressed him as "beyond category". These included many musicians from his orchestra, some of whom are considered among the best in jazz in their own right, but it was Ellington who melded them into one of the most popular jazz orchestras in the history of jazz. He often composed for the style and skills of these individuals, such as "Jeep's Blues" for Johnny Hodges, "Concerto for Cootie" for Cootie Williams (which later became "Do Nothing Till You Hear from Me" with Bob Russell's lyrics), and "The Mooche" for Tricky Sam Nanton and Bubber Miley. He also recorded compositions written by his bandsmen, such as Juan Tizol's "Caravan" and "Perdido", which brought the "Spanish Tinge" to big-band jazz. Several members of the orchestra remained with him for several decades. The band reached a creative peak in the early 1940s, when Ellington and a small hand-picked group of his composers and arrangers wrote for an orchestra of distinctive voices who displayed tremendous creativity.
=== Beginnings of European jazz ===
As only a limited number of American jazz records were released in Europe, European jazz traces many of its roots to American artists such as James Reese Europe, Paul Whiteman, and Lonnie Johnson, who visited Europe during and after World War I. It was their live performances which inspired European audiences' interest in jazz, as well as the interest in all things American (and therefore exotic) which accompanied the economic and political woes of Europe during this time. The beginnings of a distinct European style of jazz began to emerge in this interwar period.
British jazz began with a tour by the Original Dixieland Jazz Band in 1919. In 1926, Fred Elizalde and His Cambridge Undergraduates began broadcasting on the BBC. Thereafter jazz became an important element in many leading dance orchestras, and jazz instrumentalists became numerous.This style entered full swing in France with the Quintette du Hot Club de France, which began in 1934. Much of this French jazz was a combination of African-American jazz and the symphonic styles in which French musicians were well-trained; in this, it is easy to see the inspiration taken from Paul Whiteman since his style was also a fusion of the two. Belgian guitarist Django Reinhardt popularized gypsy jazz, a mix of 1930s American swing, French dance hall "musette", and Eastern European folk with a languid, seductive feel; the main instruments were steel stringed guitar, violin, and double bass. Solos pass from one player to another as guitar and bass form the rhythm section. Some researchers believe Eddie Lang and Joe Venuti pioneered the guitar-violin partnership characteristic of the genre, which was brought to France after they had been heard live or on Okeh Records in the late 1920s.
== Post-war jazz ==
The outbreak of World War II marked a turning point for jazz. The swing-era jazz of the previous decade had challenged other popular music as being representative of the nation's culture, with big bands reaching the height of the style's success by the early 1940s; swing acts and big bands traveled with U.S. military overseas to Europe, where it also became popular. Stateside, however, the war presented difficulties for the big-band format: conscription shortened the number of musicians available; the military's need for shellac (commonly used for pressing gramophone records) limited record production; a shortage of rubber (also due to the war effort) discouraged bands from touring via road travel; and a demand by the musicians' union for a commercial recording ban limited music distribution between 1942 and 1944.Many of the big bands who were deprived of experienced musicians because of the war effort began to enlist young players who were below the age for conscription, as was the case with saxophonist Stan Getz's entry in a band as a teenager. This coincided with a nationwide resurgence in the Dixieland style of pre-swing jazz; performers such as clarinetist George Lewis, cornetist Bill Davison, and trombonist Turk Murphy were hailed by conservative jazz critics as more authentic than the big bands. Elsewhere, with the limitations on recording, small groups of young musicians developed a more uptempo, improvisational style of jazz, collaborating and experimenting with new ideas for melodic development, rhythmic language, and harmonic substitution, during informal, late-night jam sessions hosted in small clubs and apartments. Key figures in this development were largely based in New York and included pianists Thelonious Monk and Bud Powell, drummers Max Roach and Kenny Clarke, saxophonist Charlie Parker, and trumpeter Dizzy Gillespie. This musical development became known as bebop.Bebop and subsequent post-war jazz developments featured a wider set of notes, played in more complex patterns and at faster tempos than previous jazz. According to Clive James, bebop was "the post-war musical development which tried to ensure that jazz would no longer be the spontaneous sound of joy ... Students of race relations in America are generally agreed that the exponents of post-war jazz were determined, with good reason, to present themselves as challenging artists rather than tame entertainers." The end of the war marked "a revival of the spirit of experimentation and musical pluralism under which it had been conceived", along with "the beginning of a decline in the popularity of jazz music in America", according to American academic Michael H. Burchett.With the rise of bebop and the end of the swing era after the war, jazz lost its cachet as pop music. Vocalists of the famous big bands moved on to being marketed and performing as solo pop singers; these included Frank Sinatra, Peggy Lee, Dick Haymes, and Doris Day. Older musicians who still performed their pre-war jazz, such as Armstrong and Ellington, were gradually viewed in the mainstream as passé. Other younger performers, such as singer Big Joe Turner and saxophonist Louis Jordan, who were discouraged by bebop's increasing complexity, pursued more lucrative endeavors in rhythm and blues, jump blues, and eventually rock and roll. Some, including Gillespie, composed intricate yet danceable pieces for bebop musicians in an effort to make them more accessible, but bebop largely remained on the fringes of American audiences' purview. "The new direction of postwar jazz drew a wealth of critical acclaim, but it steadily declined in popularity as it developed a reputation as an academic genre that was largely inaccessible to mainstream audiences", Burchett said. "The quest to make jazz more relevant to popular audiences, while retaining its artistic integrity, is a constant and prevalent theme in the history of postwar jazz." During its swing period, jazz had been an uncomplicated musical scene; according to Paul Trynka, this changed in the post-war years:
Suddenly jazz was no longer straightforward. There was bebop and its variants, there was the last gasp of swing, there were strange new brews like the progressive jazz of Stan Kenton, and there was a completely new phenomenon called revivalism – the rediscovery of jazz from the past, either on old records or performed live by aging players brought out of retirement. From now on it was no good saying that you liked jazz, you had to specify what kind of jazz. And that is the way it has been ever since, only more so. Today, the word 'jazz' is virtually meaningless without further definition.
=== Bebop ===
In the early 1940s, bebop-style performers began to shift jazz from danceable popular music toward a more challenging "musician's music". The most influential bebop musicians included saxophonist Charlie Parker, pianists Bud Powell and Thelonious Monk, trumpeters Dizzy Gillespie and Clifford Brown, and drummer Max Roach. Divorcing itself from dance music, bebop established itself more as an art form, thus lessening its potential popular and commercial appeal.
Composer Gunther Schuller wrote: "In 1943 I heard the great Earl Hines band which had Bird in it and all those other great musicians. They were playing all the flatted fifth chords and all the modern harmonies and substitutions and Dizzy Gillespie runs in the trumpet section work. Two years later I read that that was 'bop' and the beginning of modern jazz ... but the band never made recordings."Dizzy Gillespie wrote: "People talk about the Hines band being 'the incubator of bop' and the leading exponents of that music ended up in the Hines band. But people also have the erroneous impression that the music was new. It was not. The music evolved from what went before. It was the same basic music. The difference was in how you got from here to here to here...naturally each age has got its own shit."Since bebop was meant to be listened to, not danced to, it could use faster tempos. Drumming shifted to a more elusive and explosive style, in which the ride cymbal was used to keep time while the snare and bass drum were used for accents. This led to a highly syncopated music with a linear rhythmic complexity.Bebop musicians employed several harmonic devices which were not previously typical in jazz, engaging in a more abstracted form of chord-based improvisation. Bebop scales are traditional scales with an added chromatic passing note; bebop also uses "passing" chords, substitute chords, and altered chords. New forms of chromaticism and dissonance were introduced into jazz, and the dissonant tritone (or "flatted fifth") interval became the "most important interval of bebop" Chord progressions for bebop tunes were often taken directly from popular swing-era tunes and reused with a new and more complex melody and/or reharmonized with more complex chord progressions to form new compositions, a practice which was already well-established in earlier jazz, but came to be central to the bebop style. Bebop made use of several relatively common chord progressions, such as blues (at base, I–IV–V, but often infused with ii–V motion) and "rhythm changes" (I–VI–ii–V) – the chords to the 1930s pop standard "I Got Rhythm". Late bop also moved towards extended forms that represented a departure from pop and show tunes.
The harmonic development in bebop is often traced back to a moment experienced by Charlie Parker while performing "Cherokee" at Clark Monroe's Uptown House, New York, in early 1942. "I'd been getting bored with the stereotyped changes that were being used...and I kept thinking there's bound to be something else. I could hear it sometimes. I couldn't play it...I was working over 'Cherokee,' and, as I did, I found that by using the higher intervals of a chord as a melody line and backing them with appropriately related changes, I could play the thing I'd been hearing. It came alive." Gerhard Kubik postulates that harmonic development in bebop sprang from blues and African-related tonal sensibilities rather than 20th-century Western classical music. "Auditory inclinations were the African legacy in [Parker's] life, reconfirmed by the experience of the blues tonal system, a sound world at odds with the Western diatonic chord categories. Bebop musicians eliminated Western-style functional harmony in their music while retaining the strong central tonality of the blues as a basis for drawing upon various African matrices."Samuel Floyd states that blues was both the bedrock and propelling force of bebop, bringing about a new harmonic conception using extended chord structures that led to unprecedented harmonic and melodic variety, a developed and even more highly syncopated, linear rhythmic complexity and a melodic angularity in which the blue note of the fifth degree was established as an important melodic-harmonic device; and reestablishment of the blues as the primary organizing and functional principle. Kubik wrote:
While for an outside observer, the harmonic innovations in bebop would appear to be inspired by experiences in Western "serious" music, from Claude Debussy to Arnold Schoenberg, such a scheme cannot be sustained by the evidence from a cognitive approach. Claude Debussy did have some influence on jazz, for example, on Bix Beiderbecke's piano playing. And it is also true that Duke Ellington adopted and reinterpreted some harmonic devices in European contemporary music. West Coast jazz would run into such debts as would several forms of cool jazz, but bebop has hardly any such debts in the sense of direct borrowings. On the contrary, ideologically, bebop was a strong statement of rejection of any kind of eclecticism, propelled by a desire to activate something deeply buried in self. Bebop then revived tonal-harmonic ideas transmitted through the blues and reconstructed and expanded others in a basically non-Western harmonic approach. The ultimate significance of all this is that the experiments in jazz during the 1940s brought back to African-American music several structural principles and techniques rooted in African traditions.
These divergences from the jazz mainstream of the time met a divided, sometimes hostile response among fans and musicians, especially swing players who bristled at the new harmonic sounds. To hostile critics, bebop seemed filled with "racing, nervous phrases". But despite the friction, by the 1950s bebop had become an accepted part of the jazz vocabulary.
=== Afro-Cuban jazz (cu-bop) ===
==== Machito and Mario Bauza ====
The general consensus among musicians and musicologists is that the first original jazz piece to be overtly based in clave was "Tanga" (1943), composed by Cuban-born Mario Bauza and recorded by Machito and his Afro-Cubans in New York City. "Tanga" began as a spontaneous descarga (Cuban jam session), with jazz solos superimposed on top.This was the birth of Afro-Cuban jazz. The use of clave brought the African timeline, or key pattern, into jazz. Music organized around key patterns convey a two-celled (binary) structure, which is a complex level of African cross-rhythm. Within the context of jazz, however, harmony is the primary referent, not rhythm. The harmonic progression can begin on either side of clave, and the harmonic "one" is always understood to be "one". If the progression begins on the "three-side" of clave, it is said to be in 3–2 clave (shown below). If the progression begins on the "two-side", it is in 2–3 clave.
==== Dizzy Gillespie and Chano Pozo ====
Mario Bauzá introduced bebop innovator Dizzy Gillespie to Cuban conga drummer and composer Chano Pozo. Gillespie and Pozo's brief collaboration produced some of the most enduring Afro-Cuban jazz standards. "Manteca" (1947) is the first jazz standard to be rhythmically based on clave. According to Gillespie, Pozo composed the layered, contrapuntal guajeos (Afro-Cuban ostinatos) of the A section and the introduction, while Gillespie wrote the bridge. Gillespie recounted: "If I'd let it go like [Chano] wanted it, it would have been strictly Afro-Cuban all the way. There wouldn't have been a bridge. I thought I was writing an eight-bar bridge, but ... I had to keep going and ended up writing a sixteen-bar bridge." The bridge gave "Manteca" a typical jazz harmonic structure, setting the piece apart from Bauza's modal "Tanga" of a few years earlier.
Gillespie's collaboration with Pozo brought specific African-based rhythms into bebop. While pushing the boundaries of harmonic improvisation, cu-bop also drew from African rhythm. Jazz arrangements with a Latin A section and a swung B section, with all choruses swung during solos, became common practice with many Latin tunes of the jazz standard repertoire. This approach can be heard on pre-1980 recordings of "Manteca", "A Night in Tunisia", "Tin Tin Deo", and "On Green Dolphin Street".
==== African cross-rhythm ====
Cuban percussionist Mongo Santamaria first recorded his composition "Afro Blue" in 1959.
"Afro Blue" was the first jazz standard built upon a typical African three-against-two (3:2) cross-rhythm, or hemiola. The piece begins with the bass repeatedly playing 6 cross-beats per each measure of 128, or 6 cross-beats per 4 main beats—6:4 (two cells of 3:2).
The following example shows the original ostinato "Afro Blue" bass line. The cross noteheads indicate the main beats (not bass notes).
When John Coltrane covered "Afro Blue" in 1963, he inverted the metric hierarchy, interpreting the tune as a 34 jazz waltz with duple cross-beats superimposed (2:3). Originally a B♭ pentatonic blues, Coltrane expanded the harmonic structure of "Afro Blue".
Perhaps the most respected Afro-cuban jazz combo of the late 1950s was vibraphonist Cal Tjader's band. Tjader had Mongo Santamaria, Armando Peraza, and Willie Bobo on his early recording dates.
=== Dixieland revival ===
In the late 1940s, there was a revival of Dixieland, harking back to the contrapuntal New Orleans style. This was driven in large part by record company reissues of jazz classics by the Oliver, Morton, and Armstrong bands of the 1930s. There were two types of musicians involved in the revival: the first group was made up of those who had begun their careers playing in the traditional style and were returning to it (or continuing what they had been playing all along), such as Bob Crosby's Bobcats, Max Kaminsky, Eddie Condon, and Wild Bill Davison. Most of these players were originally Midwesterners, although there were a small number of New Orleans musicians involved. The second group of revivalists consisted of younger musicians, such as those in the Lu Watters band, Conrad Janis, and Ward Kimball and his Firehouse Five Plus Two Jazz Band. By the late 1940s, Louis Armstrong's Allstars band became a leading ensemble. Through the 1950s and 1960s, Dixieland was one of the most commercially popular jazz styles in the US, Europe, and Japan, although critics paid little attention to it.
=== Hard bop ===
Hard bop is an extension of bebop (or "bop") music that incorporates influences from blues, rhythm and blues, and gospel, especially in saxophone and piano playing. Hard bop was developed in the mid-1950s, coalescing in 1953 and 1954; it developed partly in response to the vogue for cool jazz in the early 1950s and paralleled the rise of rhythm and blues. It has been described as "funky" and can be considered a relative of soul jazz. Some elements of the genre were simplified from their bebop roots.Miles Davis' 1954 performance of "Walkin'" at the first Newport Jazz Festival introduced the style to the jazz world. Further leaders of hard bop's development included the Clifford Brown/Max Roach Quintet, Art Blakey's Jazz Messengers, the Horace Silver Quintet, and trumpeters Lee Morgan and Freddie Hubbard. The late 1950s to early 1960s saw hard boppers form their own bands as a new generation of blues- and bebop-influenced musicians entered the jazz world, from pianists Wynton Kelly and Tommy Flanagan to saxophonists Joe Henderson and Hank Mobley. Coltrane, Johnny Griffin, Mobley, and Morgan all participated on the album A Blowin' Session (1957), considered by Al Campbell to have been one of the high points of the hard bop era.Hard bop was prevalent within jazz for about a decade spanning from 1955 to 1965, but has remained highly influential on mainstream or "straight-ahead" jazz. It went into decline in the late 1960s through the 1970s due to the emergence of other styles such as jazz fusion, but again became influential following the Young Lions Movement and the emergence of neo-bop.
=== Modal jazz ===
Modal jazz is a development which began in the later 1950s which takes the mode, or musical scale, as the basis of musical structure and improvisation. Previously, a solo was meant to fit into a given chord progression, but with modal jazz, the soloist creates a melody using one (or a small number of) modes. The emphasis is thus shifted from harmony to melody: "Historically, this caused a seismic shift among jazz musicians, away from thinking vertically (the chord), and towards a more horizontal approach (the scale)", explained pianist Mark Levine.
The modal theory stems from a work by George Russell. Miles Davis introduced the concept to the greater jazz world with Kind of Blue (1959), an exploration of the possibilities of modal jazz which would become the best selling jazz album of all time. In contrast to Davis' earlier work with hard bop and its complex chord progression and improvisation, Kind of Blue was composed as a series of modal sketches in which the musicians were given scales that defined the parameters of their improvisation and style."I didn't write out the music for Kind of Blue, but brought in sketches for what everybody was supposed to play because I wanted a lot of spontaneity," recalled Davis. The track "So What" has only two chords: D-7 and E♭-7.Other innovators in this style include Jackie McLean, and two of the musicians who had also played on Kind of Blue: John Coltrane and Bill Evans.
=== Free jazz ===
Free jazz, and the related form of avant-garde jazz, broke through into an open space of "free tonality" in which meter, beat, and formal symmetry all disappeared, and a range of world music from India, Africa, and Arabia were melded into an intense, even religiously ecstatic or orgiastic style of playing. While loosely inspired by bebop, free jazz tunes gave players much more latitude; the loose harmony and tempo was deemed controversial when this approach was first developed. The bassist Charles Mingus is also frequently associated with the avant-garde in jazz, although his compositions draw from myriad styles and genres.
The first major stirrings came in the 1950s with the early work of Ornette Coleman (whose 1960 album Free Jazz: A Collective Improvisation coined the term) and Cecil Taylor. In the 1960s, exponents included Albert Ayler, Gato Barbieri, Carla Bley, Don Cherry, Larry Coryell, John Coltrane, Bill Dixon, Jimmy Giuffre, Steve Lacy, Michael Mantler, Sun Ra, Roswell Rudd, Pharoah Sanders, and John Tchicai. In developing his late style, Coltrane was especially influenced by the dissonance of Ayler's trio with bassist Gary Peacock and drummer Sunny Murray, a rhythm section honed with Cecil Taylor as leader. In November 1961, Coltrane played a gig at the Village Vanguard, which resulted in the classic Chasin' the 'Trane, which DownBeat magazine panned as "anti-jazz". On his 1961 tour of France, he was booed, but persevered, signing with the new Impulse! Records in 1960 and turning it into "the house that Trane built", while championing many younger free jazz musicians, notably Archie Shepp, who often played with trumpeter Bill Dixon, who organized the 4-day "October Revolution in Jazz" in Manhattan in 1964, the first free jazz festival.
A series of recordings with the Classic Quartet in the first half of 1965 show Coltrane's playing becoming increasingly abstract, with greater incorporation of devices like multiphonics, utilization of overtones, and playing in the altissimo register, as well as a mutated return to Coltrane's sheets of sound. In the studio, he all but abandoned his soprano to concentrate on the tenor saxophone. In addition, the quartet responded to the leader by playing with increasing freedom. The group's evolution can be traced through the recordings The John Coltrane Quartet Plays, Living Space and Transition (both June 1965), New Thing at Newport (July 1965), Sun Ship (August 1965), and First Meditations (September 1965).
In June 1965, Coltrane and 10 other musicians recorded Ascension, a 40-minute-long piece without breaks that included adventurous solos by young avant-garde musicians as well as Coltrane, and was controversial primarily for the collective improvisation sections that separated the solos. Dave Liebman later called it "the torch that lit the free jazz thing". After recording with the quartet over the next few months, Coltrane invited Pharoah Sanders to join the band in September 1965. While Coltrane used over-blowing frequently as an emotional exclamation-point, Sanders would opt to overblow his entire solo, resulting in a constant screaming and screeching in the altissimo range of the instrument.
==== Free jazz in Europe ====
Free jazz was played in Europe in part because musicians such as Ayler, Taylor, Steve Lacy, and Eric Dolphy spent extended periods of time there, and European musicians such as Michael Mantler and John Tchicai traveled to the U.S. to experience American music firsthand. European contemporary jazz was shaped by Peter Brötzmann, John Surman, Krzysztof Komeda, Zbigniew Namysłowski, Tomasz Stanko, Lars Gullin, Joe Harriott, Albert Mangelsdorff, Kenny Wheeler, Graham Collier, Michael Garrick and Mike Westbrook. They were eager to develop approaches to music that reflected their heritage.
Since the 1960s, creative centers of jazz in Europe have developed, such as the creative jazz scene in Amsterdam. Following the work of drummer Han Bennink and pianist Misha Mengelberg, musicians started to explore by improvising collectively until a form (melody, rhythm, a famous song) is found Jazz critic Kevin Whitehead documented the free jazz scene in Amsterdam and some of its main exponents such as the ICP (Instant Composers Pool) orchestra in his book New Dutch Swing. Since the 1990s Keith Jarrett has defended free jazz from criticism. British writer Stuart Nicholson has argued European contemporary jazz has an identity different from American jazz and follows a different trajectory.
=== Latin jazz ===
Latin jazz is jazz that employs Latin American rhythms and is generally understood to have a more specific meaning than simply jazz from Latin America. A more precise term might be Afro-Latin jazz, as the jazz subgenre typically employs rhythms that either have a direct analog in Africa or exhibit an African rhythmic influence beyond what is ordinarily heard in other jazz. The two main categories of Latin jazz are Afro-Cuban jazz and Brazilian jazz.
In the 1960s and 1970s, many jazz musicians had only a basic understanding of Cuban and Brazilian music, and jazz compositions which used Cuban or Brazilian elements were often referred to as "Latin tunes", with no distinction between a Cuban son montuno and a Brazilian bossa nova. Even as late as 2000, in Mark Gridley's Jazz Styles: History and Analysis, a bossa nova bass line is referred to as a "Latin bass figure". It was not uncommon during the 1960s and 1970s to hear a conga playing a Cuban tumbao while the drumset and bass played a Brazilian bossa nova pattern. Many jazz standards such as "Manteca", "On Green Dolphin Street" and "Song for My Father" have a "Latin" A section and a swung B section. Typically, the band would only play an even-eighth "Latin" feel in the A section of the head and swing throughout all of the solos. Latin jazz specialists like Cal Tjader tended to be the exception. For example, on a 1959 live Tjader recording of "A Night in Tunisia", pianist Vince Guaraldi soloed through the entire form over an authentic mambo.
==== Afro-Cuban jazz renaissance ====
For most of its history, Afro-Cuban jazz had been a matter of superimposing jazz phrasing over Cuban rhythms. But by the end of the 1970s, a new generation of New York City musicians had emerged who were fluent in both salsa dance music and jazz, leading to a new level of integration of jazz and Cuban rhythms. This era of creativity and vitality is best represented by the Gonzalez brothers Jerry (congas and trumpet) and Andy (bass). During 1974–1976, they were members of one of Eddie Palmieri's most experimental salsa groups: salsa was the medium, but Palmieri was stretching the form in new ways. He incorporated parallel fourths, with McCoy Tyner-type vamps. The innovations of Palmieri, the Gonzalez brothers and others led to an Afro-Cuban jazz renaissance in New York City.
This occurred in parallel with developments in Cuba The first Cuban band of this new wave was Irakere. Their "Chékere-son" (1976) introduced a style of "Cubanized" bebop-flavored horn lines that departed from the more angular guajeo-based lines which were typical of Cuban popular music and Latin jazz up until that time. It was based on Charlie Parker's composition "Billie's Bounce", jumbled together in a way that fused clave and bebop horn lines. In spite of the ambivalence of some band members towards Irakere's Afro-Cuban folkloric / jazz fusion, their experiments forever changed Cuban jazz: their innovations are still heard in the high level of harmonic and rhythmic complexity in Cuban jazz and in the jazzy and complex contemporary form of popular dance music known as timba.
==== Afro-Brazilian jazz ====
Brazilian jazz, such as bossa nova, is derived from samba, with influences from jazz and other 20th-century classical and popular music styles. Bossa is generally moderately paced, with melodies sung in Portuguese or English, whilst the related jazz-samba is an adaptation of street samba into jazz.
The bossa nova style was pioneered by Brazilians João Gilberto and Antônio Carlos Jobim and was made popular by Elizete Cardoso's recording of "Chega de Saudade" on the Canção do Amor Demais LP. Gilberto's initial releases, and the 1959 film Black Orpheus, achieved significant popularity in Latin America; this spread to North America via visiting American jazz musicians. The resulting recordings by Charlie Byrd and Stan Getz cemented bossa nova's popularity and led to a worldwide boom, with 1963's Getz/Gilberto, numerous recordings by famous jazz performers such as Ella Fitzgerald and Frank Sinatra, and the eventual entrenchment of the bossa nova style as a lasting influence in world music.
Brazilian percussionists such as Airto Moreira and Naná Vasconcelos also influenced jazz internationally by introducing Afro-Brazilian folkloric instruments and rhythms into a wide variety of jazz styles, thus attracting a greater audience to them.While bossa nova has been labeled as jazz by music critics, namely those from outside of Brazil, it has been rejected by many prominent bossa nova musicians such as Jobim, who once said "Bossa nova is not Brazilian jazz."
=== African-inspired ===
==== Rhythm ====
The first jazz standard composed by a non-Latino to use an overt African 128 cross-rhythm was Wayne Shorter's "Footprints" (1967). On the version recorded on Miles Smiles by Miles Davis, the bass switches to a 44 tresillo figure at 2:20. "Footprints" is not, however, a Latin jazz tune: African rhythmic structures are accessed directly by Ron Carter (bass) and Tony Williams (drums) via the rhythmic sensibilities of swing. Throughout the piece, the four beats, whether sounded or not, are maintained as the temporal referent. The following example shows the 128 and 44 forms of the bass line. The slashed noteheads indicate the main beats (not bass notes), where one ordinarily taps their foot to "keep time".
==== Pentatonic scales ====
The use of pentatonic scales was another trend associated with Africa. The use of pentatonic scales in Africa probably goes back thousands of years.McCoy Tyner perfected the use of the pentatonic scale in his solos, and also used parallel fifths and fourths, which are common harmonies in West Africa.The minor pentatonic scale is often used in blues improvisation, and like a blues scale, a minor pentatonic scale can be played over all of the chords in a blues. The following pentatonic lick was played over blues changes by Joe Henderson on Horace Silver's "African Queen" (1965).Jazz pianist, theorist, and educator Mark Levine refers to the scale generated by beginning on the fifth step of a pentatonic scale as the V pentatonic scale.
Levine points out that the V pentatonic scale works for all three chords of the standard II–V–I jazz progression. This is a very common progression, used in pieces such as Miles Davis' "Tune Up". The following example shows the V pentatonic scale over a II–V–I progression.
Accordingly, John Coltrane's "Giant Steps" (1960), with its 26 chords per 16 bars, can be played using only three pentatonic scales. Coltrane studied Nicolas Slonimsky's Thesaurus of Scales and Melodic Patterns, which contains material that is virtually identical to portions of "Giant Steps". The harmonic complexity of "Giant Steps" is on the level of the most advanced 20th-century art music. Superimposing the pentatonic scale over "Giant Steps" is not merely a matter of harmonic simplification, but also a sort of "Africanizing" of the piece, which provides an alternate approach for soloing. Mark Levine observes that when mixed in with more conventional "playing the changes", pentatonic scales provide "structure and a feeling of increased space".
=== Sacred and liturgical jazz ===
As noted above, jazz has incorporated from its inception aspects of African-American sacred music including spirituals and hymns. Secular jazz musicians often performed renditions of spirituals and hymns as part of their repertoire or isolated compositions such as "Come Sunday", part of "Black and Beige Suite" by Duke Ellington. Later many other jazz artists borrowed from black gospel music. However, it was only after World War II that a few jazz musicians began to compose and perform extended works intended for religious settings and/or as religious expression. Since the 1950s, sacred and liturgical music has been performed and recorded by many prominent jazz composers and musicians. The "Abyssinian Mass" by Wynton Marsalis (Blueengine Records, 2016) is a recent example.
Relatively little has been written about sacred and liturgical jazz. In a 2013 doctoral dissertation, Angelo Versace examined the development of sacred jazz in the 1950s using disciplines of musicology and history. He noted that the traditions of black gospel music and jazz were combined in the 1950s to produce a new genre, "sacred jazz". Versace maintained that the religious intent separates sacred from secular jazz. Most prominent in initiating the sacred jazz movement were pianist and composer Mary Lou Williams, known for her jazz masses in the 1950s and Duke Ellington. Prior to his death in 1974 in response to contacts from Grace Cathedral in San Francisco, Duke Ellington wrote three Sacred Concerts: 1965 – A Concert of Sacred Music; 1968 – Second Sacred Concert; 1973 – Third Sacred Concert.
The most prominent form of sacred and liturgical jazz is the jazz mass. Although most often performed in a concert setting rather than church worship setting, this form has many examples. An eminent example of composers of the jazz mass was Mary Lou Williams. Williams converted to Catholicism in 1957, and proceeded to compose three masses in the jazz idiom. One was composed in 1968 to honor the recently assassinated Martin Luther King Jr. and the third was commissioned by a pontifical commission. It was performed once in 1975 in St Patrick's Cathedral in New York City. However the Catholic Church has not embraced jazz as appropriate for worship. In 1966 Joe Masters recorded "Jazz Mass" for Columbia Records. A jazz ensemble was joined by soloists and choir using the English text of the Roman Catholic Mass. Other examples include "Jazz Mass in Concert" by Lalo Schiffrin (Aleph Records, 1998, UPC 0651702632725) and "Jazz Mass" by Vince Guaraldi (Fantasy Records, 1965). In England, classical composer Will Todd recorded his "Jazz Missa Brevis" with a jazz ensemble, soloists and the St Martin's Voices on a 2018 Signum Records release, "Passion Music/Jazz Missa Brevis" also released as "Mass in Blue", and jazz organist James Taylor composed "The Rochester Mass" (Cherry Red Records, 2015). In 2013, Versace put forth bassist Ike Sturm and New York composer Deanna Witkowski as contemporary exemplars of sacred and liturgical jazz.
=== Jazz fusion ===
In the late 1960s and early 1970s, the hybrid form of jazz-rock fusion was developed by combining jazz improvisation with rock rhythms, electric instruments and the highly amplified stage sound of rock musicians such as Jimi Hendrix and Frank Zappa. Jazz fusion often uses mixed meters, odd time signatures, syncopation, complex chords, and harmonies.
According to AllMusic:
... until around 1967, the worlds of jazz and rock were nearly completely separate. [However, ...] as rock became more creative and its musicianship improved, and as some in the jazz world became bored with hard bop and did not want to play strictly avant-garde music, the two different idioms began to trade ideas and occasionally combine forces.
==== Miles Davis' new directions ====
In 1969, Davis fully embraced the electric instrument approach to jazz with In a Silent Way, which can be considered his first fusion album. Composed of two side-long suites edited heavily by producer Teo Macero, this quiet, static album would be equally influential to the development of ambient music.
As Davis recalls:
The music I was really listening to in 1968 was James Brown, the great guitar player Jimi Hendrix, and a new group who had just come out with a hit record, "Dance to the Music", Sly and the Family Stone ... I wanted to make it more like rock. When we recorded In a Silent Way I just threw out all the chord sheets and told everyone to play off of that.
Two contributors to In a Silent Way also joined organist Larry Young to create one of the early acclaimed fusion albums: Emergency! (1969) by The Tony Williams Lifetime.
==== Psychedelic-jazz ====
===== Weather Report =====
Weather Report's self-titled electronic and psychedelic Weather Report debut album caused a sensation in the jazz world on its arrival in 1971, thanks to the pedigree of the group's members (including percussionist Airto Moreira), and their unorthodox approach to music. The album featured a softer sound than would be the case in later years (predominantly using acoustic bass with Shorter exclusively playing soprano saxophone, and with no synthesizers involved), but is still considered a classic of early fusion. It built on the avant-garde experiments which Joe Zawinul and Shorter had pioneered with Miles Davis on Bitches Brew, including an avoidance of head-and-chorus composition in favor of continuous rhythm and movement – but took the music further. To emphasize the group's rejection of standard methodology, the album opened with the inscrutable avant-garde atmospheric piece "Milky Way", which featured by Shorter's extremely muted saxophone inducing vibrations in Zawinul's piano strings while the latter pedaled the instrument. DownBeat described the album as "music beyond category", and awarded it Album of the Year in the magazine's polls that year.
Weather Report's subsequent releases were creative funk-jazz works.
==== Jazz-rock ====
Although some jazz purists protested against the blend of jazz and rock, many jazz innovators crossed over from the contemporary hard bop scene into fusion. As well as the electric instruments of rock (such as electric guitar, electric bass, electric piano and synthesizer keyboards), fusion also used the powerful amplification, "fuzz" pedals, wah-wah pedals and other effects that were used by 1970s-era rock bands. Notable performers of jazz fusion included Miles Davis, Eddie Harris, keyboardists Joe Zawinul, Chick Corea, and Herbie Hancock, vibraphonist Gary Burton, drummer Tony Williams (drummer), violinist Jean-Luc Ponty, guitarists Larry Coryell, Al Di Meola, John McLaughlin, Ryo Kawasaki, and Frank Zappa, saxophonist Wayne Shorter and bassists Jaco Pastorius and Stanley Clarke. Jazz fusion was also popular in Japan, where the band Casiopea released more than thirty fusion albums.
According to jazz writer Stuart Nicholson, "just as free jazz appeared on the verge of creating a whole new musical language in the 1960s ... jazz-rock briefly suggested the promise of doing the same" with albums such as Williams' Emergency! (1970) and Davis' Agharta (1975), which Nicholson said "suggested the potential of evolving into something that might eventually define itself as a wholly independent genre quite apart from the sound and conventions of anything that had gone before." This development was stifled by commercialism, Nicholson said, as the genre "mutated into a peculiar species of jazz-inflected pop music that eventually took up residence on FM radio" at the end of the 1970s.
==== Electronic music ====
Although jazz-rock fusion reached the height of its popularity in the 1970s, the use of electronic instruments and rock-derived musical elements in jazz continued in the 1990s and 2000s. Musicians using this approach include Pat Metheny, John Abercrombie, John Scofield and the Swedish group e.s.t. Since the beginning of the 1990s, electronic music had significant technical improvements that popularized and created new possibilities for the genre. Jazz elements such as improvisation, rhythmic complexities and harmonic textures were introduced to the genre and consequently had a big impact in new listeners and in some ways kept the versatility of jazz relatable to a newer generation that did not necessarily relate to what the traditionalists call real jazz (bebop, cool and modal jazz). Artists such as Squarepusher, Aphex Twin, Flying Lotus and sub genres like IDM, drum 'n' bass, jungle and techno ended up incorporating a lot of these elements. Squarepusher being cited as one big influence for jazz performers drummer Mark Guiliana and pianist Brad Mehldau, showing the correlations between jazz and electronic music are a two-way street.
=== Jazz-funk ===
By the mid-1970s, the sound known as jazz-funk had developed, characterized by a strong back beat (groove), electrified sounds and, often, the presence of electronic analog synthesizers. Jazz-funk also draws influences from traditional African music, Afro-Cuban rhythms and Jamaican reggae, notably Kingston bandleader Sonny Bradshaw. Another feature is the shift of emphasis from improvisation to composition: arrangements, melody and overall writing became important. The integration of funk, soul, and R&B music into jazz resulted in the creation of a genre whose spectrum is wide and ranges from strong jazz improvisation to soul, funk or disco with jazz arrangements, jazz riffs and jazz solos, and sometimes soul vocals.Early examples are Herbie Hancock's Headhunters band and Miles Davis' On the Corner album, which, in 1972, began Davis' foray into jazz-funk and was, he claimed, an attempt at reconnecting with the young black audience which had largely forsaken jazz for rock and funk. While there is a discernible rock and funk influence in the timbres of the instruments employed, other tonal and rhythmic textures, such as the Indian tambora and tablas and Cuban congas and bongos, create a multi-layered soundscape. The album was a culmination of sorts of the musique concrète approach that Davis and producer Teo Macero had begun to explore in the late 1960s.
=== Straight-ahead jazz ===
The 1980s saw something of a reaction against the fusion and free jazz that had dominated the 1970s. Trumpeter Wynton Marsalis emerged early in the decade, and strove to create music within what he believed was the tradition, rejecting both fusion and free jazz and creating extensions of the small and large forms initially pioneered by artists such as Louis Armstrong and Duke Ellington, as well as the hard bop of the 1950s. It is debatable whether Marsalis' critical and commercial success was a cause or a symptom of the reaction against Fusion and Free Jazz and the resurgence of interest in the kind of jazz pioneered in the 1960s (particularly modal jazz and post-bop); nonetheless there were many other manifestations of a resurgence of traditionalism, even if fusion and free jazz were by no means abandoned and continued to develop and evolve.
For example, several musicians who had been prominent in the fusion genre during the 1970s began to record acoustic jazz once more, including Chick Corea and Herbie Hancock. Other musicians who had experimented with electronic instruments in the previous decade had abandoned them by the 1980s; for example, Bill Evans, Joe Henderson, and Stan Getz. Even the 1980s music of Miles Davis, although certainly still fusion, adopted a far more accessible and recognizably jazz-oriented approach than his abstract work of the mid-1970s, such as a return to a theme-and-solos approach.
A similar reaction took place against free jazz. According to Ted Gioia:the very leaders of the avant garde started to signal a retreat from the core principles of free jazz. Anthony Braxton began recording standards over familiar chord changes. Cecil Taylor played duets in concert with Mary Lou Williams, and let her set out structured harmonies and familiar jazz vocabulary under his blistering keyboard attack. And the next generation of progressive players would be even more accommodating, moving inside and outside the changes without thinking twice. Musicians such as David Murray or Don Pullen may have felt the call of free-form jazz, but they never forgot all the other ways one could play African-American music for fun and profit.Pianist Keith Jarrett—whose bands of the 1970s had played only original compositions with prominent free jazz elements—established his so-called 'Standards Trio' in 1983, which, although also occasionally exploring collective improvisation, has primarily performed and recorded jazz standards. Chick Corea similarly began exploring jazz standards in the 1980s, having neglected them for the 1970s.
In 1987, the United States House of Representatives and Senate passed a bill proposed by Democratic Representative John Conyers Jr. to define jazz as a unique form of American music, stating "jazz is hereby designated as a rare and valuable national American treasure to which we should devote our attention, support and resources to make certain it is preserved, understood and promulgated." It passed in the House on September 23, 1987, and in the Senate on November 4, 1987.In 2001, Ken Burns's documentary Jazz premiered on PBS, featuring Wynton Marsalis and other experts reviewing the entire history of American jazz to that time. It received some criticism, however, for its failure to reflect the many distinctive non-American traditions and styles in jazz that had developed, and its limited representation of US developments in the last quarter of the 20th century.
==== Neo-bop ====
The emergence of young jazz talent beginning to perform in older, established musicians' groups further impacted the resurgence of traditionalism in the jazz community. In the 1970s, the groups of Betty Carter and Art Blakey and the Jazz Messengers retained their conservative jazz approaches in the midst of fusion and jazz-rock, and in addition to difficulty booking their acts, struggled to find younger generations of personnel to authentically play traditional styles such as hard bop and bebop. In the late 1970s, however, a resurgence of younger jazz players in Blakey's band began to occur. This movement included musicians such as Valery Ponomarev and Bobby Watson, Dennis Irwin and James Williams. In the 1980s, in addition to Wynton and Branford Marsalis, the emergence of pianists in the Jazz Messengers such as Donald Brown, Mulgrew Miller, and later, Benny Green, bassists such as Charles Fambrough, Lonnie Plaxico (and later, Peter Washington and Essiet Essiet) horn players such as Bill Pierce, Donald Harrison and later Javon Jackson and Terence Blanchard emerged as talented jazz musicians, all of whom made significant contributions in the 1990s and 2000s.
The young Jazz Messengers' contemporaries, including Roy Hargrove, Marcus Roberts, Wallace Roney and Mark Whitfield were also influenced by Wynton Marsalis's emphasis toward jazz tradition. These younger rising stars rejected avant-garde approaches and instead championed the acoustic jazz sound of Charlie Parker, Thelonious Monk and early recordings of the first Miles Davis quintet. This group of "Young Lions" sought to reaffirm jazz as a high art tradition comparable to the discipline of classical music.In addition, Betty Carter's rotation of young musicians in her group foreshadowed many of New York's preeminent traditional jazz players later in their careers. Among these musicians were Jazz Messenger alumni Benny Green, Branford Marsalis and Ralph Peterson Jr., as well as Kenny Washington, Lewis Nash, Curtis Lundy, Cyrus Chestnut, Mark Shim, Craig Handy, Greg Hutchinson and Marc Cary, Taurus Mateen and Geri Allen. O.T.B. ensemble included a rotation of young jazz musicians such as Kenny Garrett, Steve Wilson, Kenny Davis, Renee Rosnes, Ralph Peterson Jr., Billy Drummond, and Robert Hurst.Starting in the 1990s, a number of players from largely straight-ahead or post-bop backgrounds emerged as a result of the rise of neo-traditionalist jazz, including pianists Jason Moran and Vijay Iyer, guitarist Kurt Rosenwinkel, vibraphonist Stefon Harris, trumpeters Roy Hargrove and Terence Blanchard, saxophonists Chris Potter and Joshua Redman, clarinetist Ken Peplowski and bassist Christian McBride.
=== Smooth jazz ===
In the early 1980s, a commercial form of jazz fusion called "pop fusion" or "smooth jazz" became successful, garnering significant radio airplay in "quiet storm" time slots at radio stations in urban markets across the U.S. This helped to establish or bolster the careers of vocalists including Al Jarreau, Anita Baker, Chaka Khan, and Sade, as well as saxophonists including Grover Washington Jr., Kenny G, Kirk Whalum, Boney James, and David Sanborn. In general, smooth jazz is downtempo (the most widely played tracks are of 90–105 beats per minute), and has a lead melody-playing instrument (saxophone, especially soprano and tenor, and legato electric guitar are popular).
In his Newsweek article "The Problem With Jazz Criticism", Stanley Crouch considers Miles Davis' playing of fusion to be a turning point that led to smooth jazz. Critic Aaron J. West has countered the often negative perceptions of smooth jazz, stating:
I challenge the prevalent marginalization and malignment of smooth jazz in the standard jazz narrative. Furthermore, I question the assumption that smooth jazz is an unfortunate and unwelcomed evolutionary outcome of the jazz-fusion era. Instead, I argue that smooth jazz is a long-lived musical style that merits multi-disciplinary analyses of its origins, critical dialogues, performance practice, and reception.
=== Acid jazz, nu jazz, and jazz rap ===
Acid jazz developed in the UK in the 1980s and 1990s, influenced by jazz-funk and electronic dance music. Acid jazz often contains various types of electronic composition (sometimes including sampling or live DJ cutting and scratching), but it is just as likely to be played live by musicians, who often showcase jazz interpretation as part of their performance. Richard S. Ginell of AllMusic considers Roy Ayers "one of the prophets of acid jazz".Nu jazz is influenced by jazz harmony and melodies, and there are usually no improvisational aspects. It can be very experimental in nature and can vary widely in sound and concept. It ranges from the combination of live instrumentation with the beats of jazz house (as exemplified by St Germain, Jazzanova, and Fila Brazillia) to more band-based improvised jazz with electronic elements (for example, The Cinematic Orchestra, Kobol and the Norwegian "future jazz" style pioneered by Bugge Wesseltoft, Jaga Jazzist, and Nils Petter Molvær).
Jazz rap developed in the late 1980s and early 1990s and incorporates jazz influences into hip hop. In 1988, Gang Starr released the debut single "Words I Manifest", which sampled Dizzy Gillespie's 1962 "Night in Tunisia", and Stetsasonic released "Talkin' All That Jazz", which sampled Lonnie Liston Smith. Gang Starr's debut LP No More Mr. Nice Guy (1989) and their 1990 track "Jazz Thing" sampled Charlie Parker and Ramsey Lewis. The groups which made up the Native Tongues Posse tended toward jazzy releases: these include the Jungle Brothers' debut Straight Out the Jungle (1988), and A Tribe Called Quest's People's Instinctive Travels and the Paths of Rhythm (1990) and The Low End Theory (1991). Rap duo Pete Rock & CL Smooth incorporated jazz influences on their 1992 debut Mecca and the Soul Brother. Rapper Guru's Jazzmatazz series began in 1993 using jazz musicians during the studio recordings.
Although jazz rap had achieved little mainstream success, Miles Davis' final album Doo-Bop (released posthumously in 1992) was based on hip hop beats and collaborations with producer Easy Mo Bee. Davis' ex-bandmate Herbie Hancock also absorbed hip-hop influences in the mid-1990s, releasing the album Dis Is Da Drum in 1994.
The mid-2010s saw an increased influence of R&B, hip-hop, and pop music on jazz. In 2015, Kendrick Lamar released his third studio album, To Pimp a Butterfly. The album heavily featured prominent contemporary jazz artists such as Thundercat and redefined jazz rap with a larger focus on improvisation and live soloing rather than simply sampling. In that same year, saxophonist Kamasi Washington released his nearly three-hour long debut, The Epic. Its hip-hop inspired beats and R&B vocal interludes was not only acclaimed by critics for being innovative in keeping jazz relevant, but also sparked a small resurgence in jazz on the internet.
=== Punk jazz and jazzcore ===
The relaxation of orthodoxy which was concurrent with post-punk in London and New York City led to a new appreciation of jazz. In London, the Pop Group began to mix free jazz and dub reggae into their brand of punk rock. In New York, No Wave took direct inspiration from both free jazz and punk. Examples of this style include Lydia Lunch's Queen of Siam, Gray, the work of James Chance and the Contortions (who mixed Soul with free jazz and punk) and the Lounge Lizards (the first group to call themselves "punk jazz").
John Zorn took note of the emphasis on speed and dissonance that was becoming prevalent in punk rock, and incorporated this into free jazz with the release of the Spy vs. Spy album in 1986, a collection of Ornette Coleman tunes done in the contemporary thrashcore style. In the same year, Sonny Sharrock, Peter Brötzmann, Bill Laswell, and Ronald Shannon Jackson recorded the first album under the name Last Exit, a similarly aggressive blend of thrash and free jazz. These developments are the origins of jazzcore, the fusion of free jazz with hardcore punk.
=== M-Base ===
The M-Base movement started in the 1980s, when a loose collective of young African-American musicians in New York which included Steve Coleman, Greg Osby, and Gary Thomas developed a complex but grooving sound.
In the 1990s, most M-Base participants turned to more conventional music, but Coleman, the most active participant, continued developing his music in accordance with the M-Base concept.Coleman's audience decreased, but his music and concepts influenced many musicians, according to pianist Vijay Iver and critic Ben Ratlifff of The New York Times.M-Base changed from a movement of a loose collective of young musicians to a kind of informal Coleman "school", with a much advanced but already originally implied concept. Steve Coleman's music and M-Base concept gained recognition as "next logical step" after Charlie Parker, John Coltrane, and Ornette Coleman.
=== Jazz pluralism ===
Since the 1990s, jazz has been characterized by a pluralism in which no one style dominates, but rather a wide range of styles and genres are popular. Individual performers often play in a variety of styles, sometimes in the same performance. Pianist Brad Mehldau and The Bad Plus have explored contemporary rock music within the context of the traditional jazz acoustic piano trio, recording instrumental jazz versions of songs by rock musicians. The Bad Plus have also incorporated elements of free jazz into their music. A firm avant-garde or free jazz stance has been maintained by some players, such as saxophonists Greg Osby and Charles Gayle, while others, such as James Carter, have incorporated free jazz elements into a more traditional framework.
Harry Connick Jr. began his career playing stride piano and the Dixieland jazz of his home, New Orleans, beginning with his first recording when he was 10 years old. Some of his earliest lessons were at the home of pianist Ellis Marsalis. Connick had success on the pop charts after recording the soundtrack to the movie When Harry Met Sally, which sold over two million copies. Crossover success has also been achieved by Diana Krall, Norah Jones, Cassandra Wilson, Kurt Elling, and Jamie Cullum.
Additionally, the era saw the release of recordings and videos from the previous century, such as a Just Jazz tape broadcast by a band led by Gene Ammons and studio archives such as Just Coolin' by Art Blakey and the Jazz Messengers.
==== Social media ====
An internet-aided trend of 2010's jazz was that of extreme reharmonization, inspired by both virtuosic players known for their speed and rhythm such as Art Tatum, as well as players known for their ambitious voicings and chords such as Bill Evans. Supergroup Snarky Puppy adopted this trend, allowing players like Cory Henry to shape the grooves and harmonies of modern jazz soloing. YouTube phenomenon Jacob Collier also gained recognition for his ability to play an incredibly large number of instruments and his ability to use microtones, advanced polyrhythms, and blend a spectrum of genres in his largely homemade production process.Other jazz musicians gained popularity through social media during the 2010s and 2020s. These included Joan Chamorro, a bassist and bandleader based in Barcelona whose big band and jazz combo videos have received tens of millions of views on YouTube, and Emmet Cohen, who broadcast a series of performances live from New York starting in March 2020.
== See also ==
== References ==
=== Citations ===
=== General and cited references ===
Cooke, Mervyn (1999). Jazz. London: Thames and Hudson. ISBN 978-0-500-20318-7..
Collier, James Lincoln (1978). The Making of Jazz: A Comprehensive History. Dell Publishing.
Dance, Stanley (1983). The World of Earl Hines. Da Capo Press. ISBN 0-306-80182-5. Includes a 120-page interview with Hines plus many photos.
Elsdon, Peter (2003). "Review: The Cambridge Companion to Jazz, edited by Mervyn Cooke and David Horn". Zeitschrift für Musikwissenschaft (6): 159–175. Archived from the original on November 1, 2013. Retrieved April 30, 2013.
Giddins, Gary (1998). Visions of Jazz: The First Century. New York: Oxford University Press. ISBN 0-19-507675-3.
Kubik, Gerhard (1999). Africa and the Blues. Jackson, Mississippi: University Press of Mississippi.
Kubik, Gerhard (March 22, 2005). "Bebop: A Case in Point. The African Matrix in Jazz Harmonic Practices". Black Music Research Journal.
Levine, Mark (1995). The Jazz theory book. Petaluma, California: Sher Music. ISBN 978-1-883217-04-4.
Litweiler, John (1984). The Freedom Principle: Jazz After 1958. Da Capo. ISBN 978-0-306-80377-2.
Peñalosa, David (2010). The Clave Matrix; Afro-Cuban Rhythm: Its Principles and African Origins. Redway, CA: Bembe Inc. ISBN 978-1-886502-80-2.
Schuller, Gunther (1968). Early Jazz: Its Roots and Musical Development. New York: Oxford University Press. New printing 1986.
Tucker, Mark, ed. (1995) [1991]. Ellington: The Early Years (reprint ed.). Urbana and Chicago: University of Illinois Press. ISBN 9780252065095.
Ward, Geoffrey C.; Burns, Ken (2000). Jazz: A History of America's Music (1st ed.). New York: Alfred A. Knopf. ISBN 978-0-679-76539-4. Also: Jazz (2001 miniseries).
== Further reading ==
Berendt, Joachim Ernst; Huesmann, Günther [in German], eds. (2005). Das Jazzbuch (7th ed.). Frankfurt am Main: S. Fischer. ISBN 3-10-003802-9.
Carr, Ian. Music Outside: Contemporary Jazz in Britain. 2nd edition. London: Northway. ISBN 978-0-9550908-6-8
Davis, Miles (2005). Boplicity. Delta Music plc. UPC 4-006408-264637.
Downbeat (2009). The Great Jazz Interviews: Frank Alkyer & Ed Enright (eds). Hal Leonard Books. ISBN 978-1-4234-6384-9
Gridley, Mark C. 2004. Concise Guide to Jazz, fourth edition. Upper Saddle River, New Jersey: Pearson/Prentice Hall. ISBN 0-13-182657-3
Hendler, Maximilian (2023). Prehistory of Jazz. Vienna: Hollitzer (=Studies in Jazz Research Vol. 16). ISBN 978-3-99012-980-7
Nairn, Charlie. 1975. Earl 'Fatha' Hines: 1 hour 'solo' documentary made in "Blues Alley" Jazz Club, Washington DC, for ATV, England, 1975: produced/directed by Charlie Nairn: original 16mm film plus out-takes of additional tunes from that film archived in British Film Institute Library at bfi.org.uk and itvstudios.com: DVD copies with Jean Gray Hargrove Music Library [who hold The Earl Hines Collection/Archive], University of California, Berkeley: also University of Chicago, Hogan Jazz Archive Tulane University New Orleans and Louis Armstrong House Museum Libraries.
Schuller, Gunther. 1991. The Swing Era: The Development of Jazz, 1930–1945. Oxford University Press.
== External links ==
Jazz at the Smithsonian Museum
Alabama Jazz Hall of Fame website
RedHotJazz.com
Jazz at Lincoln Center
American Jazz Museum website
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Saint Kitts
Nevis
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Saint Vincent
The Grenadines
Trinidad and Tobago
Tobago
Trinidad
United Kingdom
Anguilla
British Virgin Islands
Tortola
Virgin Gorda
Anegada
Jost Van Dyke
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=== US territories ===
United States
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United States Virgin Islands
Saint Croix
Saint Thomas
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=== Other Caribbean ===
Netherlands
Aruba
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=== North America ===
Canada – Atlantic Time Zone
Quebec
East of the 63°W longitude (Le Golfe-du-Saint-Laurent Regional County Municipality)
=== Antarctica ===
==== Southern Ocean ====
Some bases in Antarctica. See also Time in Antarctica
Brazil
Comandante Ferraz Antarctic Station
Russia
Bellingshausen Station
== As standard time (Southern Hemisphere winter) ==
Principal cities: Santiago, Asunción
=== South America ===
Chile (except Easter Island and Magallanes/Antarctic)
Paraguay
=== Antarctica ===
Some bases in Antarctica. See also Time in Antarctica
== See also ==
UTC−05:00
UTC−03:00
Time in Argentina
Time in Brazil
Time in Canada
Time in Chile
Time in Denmark
Time in Mexico
Time in Paraguay
Time in the United States
Time in Trinidad and Tobago
Time in Uruguay
Time in Venezuela
== References ==
== External links ==
Media related to UTC−04:00 at Wikimedia Commons
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Bangladesh
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Bangladesh (; Bengali: বাংলাদেশ, pronounced [ˈbaŋlaˌdeʃ] ), officially the People's Republic of Bangladesh, is a country in South Asia. It is the eighth-most-populous country in the world, with a population of around 169 million people in an area of 148,460 square kilometres (57,320 sq mi). Bangladesh is among the most densely populated countries in the world, and shares land borders with India to the west, north, and east, and Myanmar to the southeast; to the south it has a coastline along the Bay of Bengal. It is narrowly separated from Bhutan and Nepal by the Siliguri Corridor; and from China by the Indian state of Sikkim in the north. Dhaka, the capital and largest city, is the nation's political, financial and cultural centre. Chittagong, the second-largest city, is the busiest port on the Bay of Bengal. The official language is Bengali, one of the easternmost branches of the Indo-European language family.
Bangladesh forms the sovereign part of the historic and ethnolinguistic region of Bengal, which was divided during the Partition of India in 1947. The country has a Bengali Muslim majority. Ancient Bengal was known as Gangaridai and was a bastion of pre-Islamic kingdoms. Muslim conquests after 1204 heralded the sultanate and Mughal periods, during which an independent Bengal Sultanate and a wealthy Mughal Bengal transformed the region into an important centre of regional affairs, trade, and diplomacy. After 1757, Bengal's administrative jurisdiction reached its greatest extent under the Bengal Presidency of the British Empire. The creation of Eastern Bengal and Assam in 1905 set a precedent for the emergence of Bangladesh. In 1940, the first Prime Minister of Bengal A. K. Fazlul Huq supported the Lahore Resolution. Before the partition of Bengal, a Bengali sovereign state was first proposed by premier H. S. Suhrawardy. A referendum and the announcement of the Radcliffe Line established the present-day territorial boundary of Bangladesh.
In 1947, East Bengal became the most populous province in the Dominion of Pakistan. It was renamed as East Pakistan, with Dhaka becoming the country's legislative capital. The Bengali Language Movement in 1952; the East Bengali legislative election, 1954; the 1958 Pakistani coup d'état; the six point movement of 1966; and the 1970 Pakistani general election resulted in the rise of Bengali nationalism and pro-democracy movements in East Pakistan. The refusal of the Pakistani military junta to transfer power to the Awami League led by Sheikh Mujibur Rahman led to the Bangladesh Liberation War in 1971, in which the Mukti Bahini aided by India waged a successful armed revolution. The conflict saw the Bangladesh genocide and the massacre of pro-independence Bengali civilians, including intellectuals. The new state of Bangladesh became the first constitutionally secular state in South Asia in 1972. Islam was declared the state religion in 1988. In 2010, the Bangladesh Supreme Court reaffirmed secular principles in the constitution.A middle power in the Indo-Pacific, Bangladesh is home to the sixth-most spoken language in the world, the third-largest Muslim-majority population in the world, and the second-largest economy in South Asia. It maintains the third-largest military in the region and the largest contributor of personnel to UN peacekeeping operations. Bangladesh is a unitary parliamentary republic based on the Westminster system. Bengalis make up 99% of the total population of Bangladesh. The country consists of eight divisions, 64 districts and 495 subdistricts, as well as the world's largest mangrove forest. It hosts one of the largest refugee populations in the world due to the Rohingya genocide. Bangladesh faces many challenges, particularly corruption, political instability, overpopulation and effects of climate change. Bangladesh has been a leader within the Climate Vulnerable Forum. It hosts the headquarters of BIMSTEC. It is a founding member of SAARC, as well as a member of the Organisation of Islamic Cooperation and the Commonwealth of Nations.
== Etymology ==
The etymology of Bangladesh ("Bengali country") can be traced to the early 20th century, when Bengali patriotic songs, such as Namo Namo Namo Bangladesh Momo by Kazi Nazrul Islam and Aaji Bangladesher Hridoy by Rabindranath Tagore, used the term. The term Bangladesh was often written as two words, Bangla Desh, in the past. Starting in the 1950s, Bengali nationalists used the term in political rallies in East Pakistan. The term Bangla is a major name for both the Bengal region and the Bengali language. The origins of the term Bangla are unclear, with theories pointing to a Bronze Age proto-Dravidian tribe, and the Iron Age Vanga Kingdom. The earliest known usage of the term is the Nesari plate in 805 AD. The term Vangala Desa is found in 11th-century South Indian records. The term gained official status during the Sultanate of Bengal in the 14th century. Shamsuddin Ilyas Shah proclaimed himself as the first "Shah of Bangala" in 1342. The word Bangāl became the most common name for the region during the Islamic period. 16th-century historian Abu'l-Fazl ibn Mubarak mentions in his Ain-i-Akbari that the addition of the suffix "al" came from the fact that the ancient rajahs of the land raised mounds of earth 10 feet high and 20 in breadth in lowlands at the foot of the hills which were called "al". This is also mentioned in Ghulam Husain Salim's Riyaz-us-Salatin. The Indo-Aryan suffix Desh is derived from the Sanskrit word deśha, which means "land" or "country". Hence, the name Bangladesh means "Land of Bengal" or "Country of Bengal".
== History ==
=== Ancient Bengal ===
Stone Age tools have been found in different parts of Bangladesh. Remnants of Copper Age settlements date back 4,000 years. Ancient Bengal was settled by Austroasiatics, Tibeto-Burmans, Dravidians and Indo-Aryans in consecutive waves of migration. Archaeological evidence confirms that by the second millennium BCE, rice-cultivating communities inhabited the region. By the 11th century, people lived in systemically aligned housing, buried their dead, and manufactured copper ornaments and black and red pottery. The Ganges, Brahmaputra and Meghna rivers were natural arteries for communication and transportation, and estuaries on the Bay of Bengal permitted maritime trade. The early Iron Age saw the development of metal weaponry, coinage, agriculture and irrigation. Major urban settlements formed during the late Iron Age, in the mid-first millennium BCE, when the Northern Black Polished Ware culture developed. In 1879, Alexander Cunningham identified Mahasthangarh as the capital of the Pundra Kingdom mentioned in the Rigveda. The oldest inscription in Bangladesh was found in Mahasthangarh and dates from the 3rd century BCE. It is written in the Brahmi script.Greek and Roman records of the ancient Gangaridai Kingdom, which (according to legend) deterred the invasion of Alexander the Great, are linked to the fort city in Wari-Bateshwar. The site is also identified with the prosperous trading centre of Souanagoura listed on Ptolemy's world map. Roman geographers noted a large seaport in southeastern Bengal, corresponding to the present-day Chittagong region.Ancient Buddhist and Hindu states which ruled Bangladesh included the Vanga, Samatata and Pundra kingdoms, the Mauryan and Gupta Empires, the Varman dynasty, Shashanka's kingdom, the Khadga and Candra dynasties, the Pala Empire, the Sena dynasty, the Harikela kingdom and the Deva dynasty. These states had well-developed currencies, banking, shipping, architecture, and art, and the ancient universities of Bikrampur and Mainamati hosted scholars and students from other parts of Asia. Gopala I was the first ever elected ruler of the region in 750 AD. During a time of turmoil the people of Bengal elected him to restore stability in the region at which he was successful, then went on to form the Pala dynasty that ruled until 1161 AD, during which time Bengal prospered. Xuanzang of China was a noted scholar who resided at the Somapura Mahavihara (the largest monastery in ancient India), and Atisa travelled from Bengal to Tibet to preach Buddhism. The earliest form of the Bengali language emerged during the eighth century. Seafarers in the Bay of Bengal where modern Bangladesh is now located, have also been sailing and trading with Southeast Asia and exported Buddhist and Hindu cultures to the region since the early Christian era.
Ancient Bengal
=== Islamic Bengal ===
The early history of Islam in Bengal is divided into two phases. The first phase is the period of maritime trade with Arabia and Persia between the 8th and 12th centuries. The second phase covers centuries of Muslim dynastic rule after the Islamic conquest of Bengal. The writings of Al-Idrisi, Ibn Hawqal, Al-Masudi, Ibn Khordadbeh and Sulaiman record the maritime links between Arabia, Persia and Bengal. Muslim trade with Bengal flourished after the fall of the Sasanian Empire and the Arab takeover of Persian trade routes. Much of this trade occurred with southeastern Bengal in areas east of the Meghna River. There is speculation regarding the presence of a Muslim community in Bangladesh as early as 690 CE; this is based on the discovery of one of South Asia's oldest mosques in northern Bangladesh. Bengal was possibly used as a transit route to China by the earliest Muslims. Abbasid coins have been discovered in the archaeological ruins of Paharpur and Mainamati. A collection of Sasanian, Umayyad and Abbasid coins are preserved in the Bangladesh National Museum.
==== Sultanate period ====
The Muslim conquest of Bengal began with the 1204 Ghurid expeditions led by Muhammad bin Bakhtiyar Khalji, who overran the Sena capital in Gauda and led the first Muslim army into Tibet. Bengal was ruled by the Sultans of the Delhi Sultanate for a century under the Mamluk, Balban, and Tughluq dynasties. In the 14th century, three city-states emerged in Bengal, including Sonargaon led by Fakhruddin Mubarak Shah, Satgaon led by Shamsuddin Ilyas Shah and Lakhnauti led by Alauddin Ali Shah. These city-states were led by former governors who declared independence from Delhi. In 1352, Shamsuddin Ilyas Shah united the three city-states into a single, unitary and independent Bengal Sultanate. The new Sultan of Bengal led the first Muslim army into Nepal and forced the Sultan of Delhi to retreat during an invasion. The army of Ilyas Shah reached as far as Varanasi in the northwest, Kathmandu in the north, Kamarupa in the east, and Orissa in the south. During the reign of Sikandar Shah, Delhi recognised Bengal's independence. The Bengal Sultanate established a network of mint towns that acted as provincial capitals where the Sultan's currency was minted. As Bengal became the easternmost frontier of the Islamic world, the Bengali language crystallized as an official court language during the Bengal Sultanate, giving rise to various prominent writers. The sultanate was evolving as a commercialized and monetized economy and as a melting pot of Muslim political, mercantile and military elites.The two most prominent dynasties of the Bengal Sultanate were the Ilyas Shahi and Hussain Shahi dynasties. The reign of Sultan Ghiyasuddin Azam Shah saw the opening of diplomatic relations with Ming China. The reign of the Sultan Jalaluddin Muhammad Shah saw the development of Bengali architecture. During the early 15th century, Bengal aided the Restoration of Min Saw Mon in Arakan, which led to the latter becoming a tributary state of Bengal. During the reign of Sultan Alauddin Hussain Shah, Bengali forces penetrated deep into the Brahmaputra Valley—and being led by Shah Ismail Ghazi, conquered Assam, Jajnagar in Orissa, the Jaunpur Sultanate, Pratapgarh Kingdom and the island of Chandradwip. By 1500, Gaur became the fifth-most populous city in the world with a population of 200,000. Maritime trade linked Bengal with China, Malacca, Sumatra, Brunei, Portuguese India, East Africa, Arabia, Persia, Mesopotamia, Yemen and the Maldives. Bengali ships were among the biggest vessels plying the Bay of Bengal, Indian Ocean and Pacific Ocean. The Sultans permitted the opening of the Portuguese settlement in Chittagong. The disintegration of the Bengal Sultanate began with the intervention of the Suri Empire. Babur began invading Bengal after creating the Mughal Empire. The Bengal Sultanate collapsed with the overthrow of the Karrani dynasty during the reign of Akbar. However, the Bhati region of eastern Bengal continued to be ruled by aristocrats of the former Bengal Sultanate led by Isa Khan. They formed an independent federation called the Twelve Bhuiyans, with their capital in Sonargaon. In 1580, an English traveller Ralph Fitch visited Bengal and saw the success of the Twelve Bhuiyans in withstanding against the Mughals. Fitch wrote that "for here are so many Rivers and Lands, that they (Mughals) flee from one to another, whereby his (Akbar) horsemen cannot prevail against them. A great store of cotton cloth is made here. Sinnergan (Sonargaon) is a [town six] leagues from Serrepore, where there is the best and finest cloth made of cotton that is in all of India. The chief king of all these countries is called Isacan (Isa Khan), and he is chief of all the other kings". The Bhuiyans ultimately succumbed to the Mughals after Musa Khan was defeated.
Sultanate period
==== Mughal period ====
The Mughal Empire controlled Bengal by the 17th century. Musa Khan of Bengal, the last independent ruler of Sonargaon after resisting Mughal conquest for several years in 10 July 1610 was defeated and dethroned by Islam Khan Chishti, the army general of Mughal Emperor Jahangir. Islam Khan Chisty became the first Mughal Subahdar of Bengal. After his defeat Musa Khan became loyal to the Mughal Empire. He actively participated in the conquest of Tripura and the suppression of revolt in Kamrup.The Mughals established Dhaka as a fort city and commercial metropolis. It was the capital of Bengal Subah for 75 years. The city was home to many leaders of the Mughal imperial family, nobility, bureaucracy and military. In 1666, the Mughals expelled the Arakanese from the port of Chittagong. Mughal Bengal attracted foreign traders for its muslin and silk goods, and the Armenians were a notable merchant community. A Portuguese settlement in Chittagong flourished in the southeast, and a Dutch settlement in Rajshahi existed in the north. Bengal accounted for 40% of overall Dutch imports from Asia; including more than 50% of textiles and around 80% of silks. The Bengal Subah, described as the Paradise of the Nations, was the empire's wealthiest province, and a major global exporter, a notable centre of worldwide industries such as muslin, cotton textiles, silk, and shipbuilding. Its citizens also enjoyed one of the world's most superior living standards.During the 18th century, the Nawabs of Bengal became the region's de facto rulers, with a realm encompassing much of eastern South Asia. The Nawabs forged alliances with European colonial companies, making the region relatively prosperous early in the century. Bengal accounted for 50% of the gross domestic product of the empire. The Bengali economy relied on textile manufacturing, shipbuilding, saltpetre production, craftsmanship, and agricultural produce. Bengal was a major hub for international trade, renowned for its silk and cotton textiles worldwide. Bengal was also famed as a shipbuilding hub.Eastern Bengal was a thriving melting pot with strong trade and cultural networks. It was a relatively prosperous part of the subcontinent and the centre of the Muslim population in the eastern subcontinent. The Bengali Muslim population was a product of conversion and religious evolution, and their pre-Islamic beliefs included elements of Buddhism and Hinduism. The construction of mosques, Islamic academies (madrasas), and Sufi monasteries (khanqahs) facilitated conversion, and Islamic cosmology played a significant role in developing Bengali Muslim society. Scholars have theorised that Bengalis were attracted to Islam by its egalitarian social order, which contrasted with the Hindu caste system. By the 15th century, Muslim poets were widely writing in the Bengali language. Syncretic cults, such as the Baul movement, emerged on the fringes of Bengali Muslim society. The Persianate culture was significant in Bengal, where cities like Sonargaon became the easternmost centres of Persian influence.In 1756, nawab Siraj ud-Daulah sought to rein in the rising power of the British East India Company by revoking their free trade rights and demanding the dismantling of their fortification in Calcutta. A military conflict ensued which culminated in the Battle of Plassey on 23 June 1757. Robert Clive exploited rivalries within the nawab's family, bribing Mir Jafar, the nawab's uncle and commander in chief, to ensure Siraj-ud-Daula's defeat. Clive rewarded Mir Jafar by making him nawab in place of Siraj-ud-Daula, but henceforth the position was a figurehead appointed and controlled by the company. After Plassey, the Mughal emperor ruled Bengal in name only. Effective power rested with the company. Historians often describe the battle as "the beginning of British colonial rule in South Asia".The Company replaced Mir Jafar with his son-in-law, Mir Kasim, in 1760. Mir Kasim challenged British control by allying with Mughal emperor Shah Alam II and the Nawab of Awadh, Shuja ud-Daulah, but the company decisively defeated the three at the Battle of Buxar on 23 October 1764. The resulting treaty made the Mughal emperor a puppet of the British and gave the company the right to collect taxes (diwani) in Bengal, Bihar, and Orissa, giving them de facto control of the region. The Company used Bengal's tax revenue to conquer the rest of India.
Mughal period
=== Colonial period ===
==== Initial period ====
Two decades after Vasco Da Gama's landing in Calicut, the Bengal Sultanate permitted the Portuguese settlement in Chittagong to be established in 1528. It became the first European colonial enclave in Bengal. The Bengal Sultanate lost control of Chittagong in 1531 after Arakan declared independence and the established Kingdom of Mrauk U. Portuguese ships from Goa and Malacca began frequenting the port city in the 16th century. The cartaz system was introduced and required all ships in the area to purchase naval trading licenses from the Portuguese settlement. Slave trade and piracy flourished. The nearby island of Sandwip was conquered in 1602. In 1615, the Portuguese Navy defeated a joint Dutch East India Company and Arakanese fleet near the coast of Chittagong.
The Bengal Sultan after 1534 allowed the Portuguese to create several settlements at Chitagoong, Satgaon, Hughli, Bandel, and Dhaka. In 1535, the Portuguese allied with the Bengal sultan and held the Teliagarhi pass 280 kilometres (170 mi) from Patna helping to avoid the invasion by the Mughals. By then several of the products came from Patna and the Portuguese send in traders, establishing a factory there in 1580.By the time the Portuguese assured military help against Sher Shah, the Mughals already had started to conquer the Sultanate of Ghiyasuddin Mahmud.The region accounted for 40% of Dutch imports outside the Europe a continent. The eastern part of Bengal was globally prominent in industries such as textile manufacturing and shipbuilding, and it was a major exporter of silk and cotton textiles, steel, saltpeter, and agricultural and industrial produce in the world.
In 1666, the Mughal government of Bengal led by viceroy Shaista Khan moved to retake Chittagong from Portuguese and Arakanese control. The Anglo-Mughal War was witnessed in 1686.
==== Company rule ====
After the 1757 Battle of Plassey, Bengal was the first region of the Indian subcontinent conquered by the British East India Company. The company formed the Presidency of Fort William, which administered the region until 1858. A notable aspect of Company rule was the Permanent Settlement, which established the feudal zamindari system; in addition, Company policies led to the deindustrialisation of Bengal's textile industry. The capital amassed by the East India Company in Bengal was invested in the emerging Industrial Revolution in Great Britain, in industries such as textile manufacturing. Economic mismanagement, alongside drought and a smallpox epidemic, directly led to the Great Bengal famine of 1770, which is estimated to have caused the deaths of between 1 million and 10 million people. Several rebellions broke out during the early 19th century (including one led by Titumir), as Company rule had displaced the Muslim ruling class from power. A conservative Islamic cleric, Haji Shariatullah, sought to overthrow the British by propagating Islamic revivalism. Several towns in Bangladesh participated in the Indian Rebellion of 1857 and pledged allegiance to the last Mughal emperor, Bahadur Shah Zafar, who was later exiled to neighbouring Burma.
==== British Raj ====
The challenge posed to company rule by the failed Indian Mutiny led to the creation of the British Indian Empire as a crown colony. The British established several schools, colleges, and a university in Bangladesh. Syed Ahmed Khan and Ram Mohan Roy promoted modern and liberal education in the subcontinent, inspiring the Aligarh movement and the Bengal Renaissance. During the late 19th century, novelists, social reformers, and feminists emerged from Muslim Bengali society. Electricity and municipal water systems were introduced in the 1890s; cinemas opened in many towns during the early 20th century. East Bengal's plantation economy was important to the British Empire, particularly its jute and tea. The British established tax-free river ports, such as the Port of Narayanganj, and large seaports like the Port of Chittagong.
Bengal had the highest gross domestic product in British India. Bengal was one of the first regions in Asia to have a railway. The first railway in what is now Bangladesh began operating in 1862. In comparison, Japan saw its first railway in 1872. The main railway companies in the region were the Eastern Bengal Railway and Assam Bengal Railway. Railways competed with waterborne transport to become one of the main means of transport.Supported by the Muslim aristocracy, the British government created the province of Eastern Bengal and Assam in 1905; the new province received increased investment in education, transport, and industry. However, the first partition of Bengal created an uproar in Calcutta and the Indian National Congress. In response to growing Hindu nationalism, the All India Muslim League was formed in Dhaka during the 1906 All India Muhammadan Educational Conference. The British government reorganised the provinces in 1912, reuniting East and West Bengal and making Assam a second province.
The Raj was slow to allow self-rule in the colonial subcontinent. It established the Bengal Legislative Council in 1862, and the council's native Bengali representation increased during the early 20th century. The Bengal Provincial Muslim League was formed in 1913 to advocate civil rights for Bengali Muslims within a constitutional framework. During the 1920s, the league was divided into factions supporting the Khilafat movement and favouring cooperation with the British to achieve self-rule. Segments of the Bengali elite supported Mustafa Kemal Atatürk's secularist forces. In 1929, the All Bengal Tenants Association was formed in the Bengal Legislative Council to counter the influence of the Hindu landed gentry, and the Indian Independence and Pakistan Movements strengthened during the early 20th century. After the Morley-Minto Reforms and the diarchy era in the legislatures of British India, the British government promised limited provincial autonomy in 1935. The Bengal Legislative Assembly, British India's largest legislature, was established in 1937.
Although it won most seats in 1937, the Bengal Congress boycotted the legislature. A. K. Fazlul Huq of the Krishak Praja Party was elected as the first Prime Minister of Bengal. In 1940 Huq supported the Lahore Resolution, which envisaged independent states in the subcontinent's northwestern and eastern Muslim-majority regions. The first Huq ministry, a coalition with the Bengal Provincial Muslim League, lasted until 1941; it was followed by a Huq coalition with the Hindu Mahasabha that lasted until 1943. Huq was succeeded by Khawaja Nazimuddin, who grappled with the effects of the Burma Campaign, the Bengal famine of 1943, which killed up to 3 million people, and the Quit India movement. In 1946, the Bengal Provincial Muslim League won the provincial election, taking 113 of the 250-seat assembly (the largest Muslim League mandate in British India). H. S. Suhrawardy, who made a final futile effort for a United Bengal in 1946, was the last premier of Bengal.
Colonial period
=== Partition of Bengal (1947) ===
On 3 June 1947, the Mountbatten Plan outlined the partition of British India. On 20 June, the Bengal Legislative Assembly met to decide on the partition of Bengal. At the preliminary joint meeting, it was decided (120 votes to 90) that if the province remained united, it should join the Constituent Assembly of Pakistan. At a separate meeting of legislators from West Bengal, it was decided (58 votes to 21) that the province should be partitioned and West Bengal should join the Constituent Assembly of India. At another meeting of legislators from East Bengal, it was decided (106 votes to 35) that the province should not be partitioned and (107 votes to 34) that East Bengal should join the Constituent Assembly of Pakistan if Bengal had partitioned. On 6 July, the Sylhet region of Assam voted in a referendum to join East Bengal.
Cyril Radcliffe was tasked with drawing the borders of Pakistan and India, and the Radcliffe Line established the boundaries of present-day Bangladesh. The Radcliffe Line awarded two-thirds of Bengal as the eastern wing of Pakistan, but the medieval and early modern Bengali capitals of Gaur, Pandua and Murshidabad fell on the Indian side close to the border with Pakistan.
=== Union with Pakistan ===
The Dominion of Pakistan was created on 14 August 1947. East Bengal, with Dhaka as its capital, was the most populous province of the 1947 Pakistani federation (led by Governor General Muhammad Ali Jinnah, who promised freedom of religion and secular democracy in the new state).Khawaja Nazimuddin was East Bengal's first chief minister with Frederick Chalmers Bourne its governor. The All Pakistan Awami Muslim League was formed in 1949. In 1950, the East Bengal Legislative Assembly enacted land reform, abolishing the Permanent Settlement and the zamindari system. The 1952 Bengali Language Movement was the first sign of friction between the country's geographically separated wings. The Awami Muslim League was renamed the more secular Awami League in 1953. The first constituent assembly was dissolved in 1954; this was challenged by its East Bengali speaker, Maulvi Tamizuddin Khan. The United Front coalition swept aside the Muslim League in a landslide victory in the 1954 East Bengali legislative election. The following year, East Bengal renamed East Pakistan as part of the One Unit programme, and the province became a vital part of the Southeast Asia Treaty Organization.
Pakistan adopted a new constitution in 1956. Three Bengalis were its Prime Minister until 1957: Nazimuddin, Mohammad Ali of Bogra and Suhrawardy. None of the three completed their terms and resigned from office. The Pakistan Army imposed military rule in 1958, and Ayub Khan was the country's strongman for 11 years. Political repression increased after the coup. Khan introduced a new constitution in 1962, replacing Pakistan's parliamentary system with a presidential and gubernatorial system (based on electoral college selection) known as Basic Democracy. In 1962, Dhaka became the seat of the National Assembly of Pakistan, a move seen as appeasing increased Bengali nationalism. The Pakistani government built the controversial Kaptai Dam, displacing the Chakma people from their indigenous homeland in the Chittagong Hill Tracts. During the 1965 presidential election, Fatima Jinnah lost to Ayub Khan despite support from the Combined Opposition alliance (which included the Awami League). The Indo-Pakistani War of 1965 blocked cross-border transport links with neighbouring India in what is described as a second partition. In 1966, Awami League leader Sheikh Mujibur Rahman announced a six-point movement for a federal parliamentary democracy.
According to senior World Bank officials, the Pakistani government practised extensively economic discrimination against East Pakistan. Despite generating 70 per cent of Pakistan's export revenue with jute and tea, East Pakistan received much less government spending than West Pakistan. Economists in East Pakistan, including Rehman Sobhan and Nurul Islam among others, demanded a separate foreign exchange account for the eastern wing. The economists paraphrased Pakistan's Two-Nation Theory ideology against India, by pointing to the existence of two different economies with Pakistan itself, dubbed the Two-Economies Theory. East Pakistan's foreign-exchange surplus was used to finance West Pakistani imports. The central government also refused to release foreign aid allocated for East Pakistan. The populist leader Sheikh Mujibur Rahman was arrested for treason in the Agartala Conspiracy Case and was released during the 1969 uprising in East Pakistan which resulted in Ayub Khan's resignation. General Yahya Khan assumed power, reintroducing martial law.
Ethnic and linguistic discrimination was common in Pakistan's civil and military services, in which Bengalis were under-represented. Fifteen per cent of Pakistani central-government offices were occupied by East Pakistanis, who formed 10 per cent of the military. Cultural discrimination also prevailed, making East Pakistan forge a distinct political identity. Authorities banned Bengali literature and music in state media, including the works of Nobel laureate Rabindranath Tagore. A cyclone devastated the coast of East Pakistan in 1970, killing an estimated 500,000 people, and the central government was criticised for its poor response. After the December 1970 elections, calls for the independence of East Bengal became louder; the Bengali-nationalist Awami League won 167 of 169 East Pakistani seats in the National Assembly. The League claimed the right to form a government and develop a new constitution but was strongly opposed by the Pakistani military and the Pakistan Peoples Party (led by Zulfikar Ali Bhutto).
=== War of Independence ===
In the first three months of 1971, negotiations began on the transfer of power. The Awami League wanted to develop a constitution based on its Six Points agenda; this was opposed by the Pakistani military, the Pakistan Peoples Party and the Muslim League factions. The Awami League received support from the main political parties in North-West Frontier Province and Baluchistan. Talks eventually broke down as the junta led by Yahya Khan prepared for a military operation in East Pakistan. The Bengali population was angered when the newly elected National Assembly was not convened under pressure from the junta and West Pakistani politicians. Despite enjoying an absolute majority in the newly elected parliament, Prime Minister-elect Sheikh Mujibur Rahman was prevented from taking the oath. Zulfikar Ali Bhutto threatened to break the legs of West Pakistani MPs if they flew to Dhaka for the first session of the newly elected parliament. Civil disobedience erupted across East Pakistan, with loud calls for independence. Mujib addressed a pro-independence rally of nearly 2 million people on 7 March 1971, where he said, "This time the struggle is for our liberation. This time the struggle is for our independence". The flag of Bangladesh was raised for the first time on 23 March, Pakistan's Republic Day.
Around midnight on 26 March 1971, military operations under the code name of Operation Searchlight began. The first targets were the student dormitories of Dhaka University, the police barracks in Dhaka's Rajarbagh locality, and Hindu neighbourhoods in Old Dhaka. The Pakistan Army then proceeded to arrest Sheikh Mujibur Rahman and flew him to a jail in West Pakistan. Mujib's lawyer Kamal Hossain was also arrested. The army burnt down the Ittefaq newspaper's office. Before his arrest, Mujib proclaimed the independence of Bangladesh. Pakistani forces launched a widespread campaign of killings, torture, rape, arson and destruction across East Pakistan, targeting segments of the population perceived to be pro-Awami League and pro-independence. The Hindu minority was distinctly targeted because of Pakistan's hostility with neighbouring Hindu-majority India.During the Bangladesh Liberation War, the Mukti Bahini emerged as the Bengali resistance force. A highly successful guerrilla war was fought against Pakistan. The Mukti Bahini combined defecting Bengali members of the Pakistani military with civilian volunteers. The Mukti Bahini was gradually organized into armed divisions throughout the war. Bengalis continued to defect from Pakistan's diplomatic service, military, police, and bureaucracy. In April, they helped Awami League leaders to set up the Provisional Government of Bangladesh, which operated in exile from Calcutta with the support of the Indian government until December 1971. The Mukti Bahini divided the war zone into eleven sectors, with every sector headed by a rebel officer of the Pakistani military. The Bangladesh Armed Forces was formally established in November 1971, when Bengali forces secured control of much of the countryside. The Mukti Bahini forced the railway network to shut down to stop Pakistani troop movements. Some of the notable operations of the Mukti Bahini included Operation Jackpot and Operation Barisal.
India intervened in the war on 3 December 1971, after Pakistan's failed pre-emptive air strikes on India's northwestern flank. India retaliated on both the western and eastern fronts. With a joint ground advance by Bangladeshi and Indian forces, coupled with air strikes by both India and the small Bangladeshi air contingent, the capital Dhaka was liberated from Pakistani occupation in mid-December. During the last phase of the war, both the Soviet Union and the United States dispatched naval forces to the Bay of Bengal in a Cold War standoff. The nine-month-long war ended with the surrender of the Pakistan Eastern Command to the Bangladesh-India Allied Forces on 16 December 1971. Under international pressure, Pakistan released Mujib from imprisonment on 8 January 1972 and he was flown by the British Royal Air Force to a million-strong homecoming in Dhaka. Remaining Indian troops were withdrawn by 12 March 1972, three months after the war ended.The cause of Bangladeshi self-determination was recognised around the world. By August 1972, the new state was recognised by 86 countries. Pakistan recognised Bangladesh in 1974 after pressure from most of the Muslim countries.
==== Atrocities ====
The government of Bangladesh records the official death toll of the war at 3 million, including victims of atrocities and those who died from starvation. Minimum estimates for the number of those killed range between 300,000 and 500,000. An estimated 10 million refugees fled to neighboring India and 30 million were internally displaced. The war was one of the first to record the use of rape as a weapon of war, with an estimated 200,000 women being subjected to sexual abuse by the Pakistani army. The war saw the systematic targeting of Bengali elites, particularly intellectuals like university professors, poets, doctors, journalists, lawyers, and scientists. The Jamaat-e-Islami formed paramilitary militias, including the Razakars, Al-Badr and Al-Shams corps, which aided Pakistani troops and guided them to their intended targets. While Bengali Muslims bore the brunt of atrocities because of racial tensions with the largely Punjabi Muslim West Pakistani forces, The minority Bengali Hindu community was singled out for attacks by the Pakistani armed forces; a legacy which has led Hindu nationalist groups to claim that the war was a Hindu genocide. Other communities, including the tribal people of the Chittagong Hill Tracts, Bengali Christians, Bengali Buddhists, Biharis and Urdu-speaking people also suffered atrocities, including reprisals from Bengali guerrillas. Pakistani nationalists frequently engage in genocide denial, downplaying the war's effects on Bengali Muslims and accusing Bengali forces of committing killings.Archer Blood, the US Consul General in East Pakistan at the time of the war, described the situation as "selective genocide" in which segments of the population were being systematically wiped out. The government, media, civil society and victims' groups of Bangladesh have often called on Pakistan to recognize the genocide and apologize to the Bangladeshi people. These calls have been supported by prominent Pakistanis. In 1974 and 2002, Pakistan formally expressed "regret" for what happened. In 2015, Pakistan denied any atrocities took place. In 2022, a bipartisan resolution was introduced in the US Congress to "Recognize the Bangladesh Genocide of 1971". The International Association of Genocide Scholars regards the atrocities as a genocide.
=== Modern Bangladesh ===
==== First parliamentary era ====
The new government of Bangladesh transformed East Pakistan's state apparatus into an independent Bangladeshi state. The Awami League successfully reorganised the bureaucracy, framed a written constitution, and rehabilitated war victims and survivors. While returning from London, Mujib was told by an Indian diplomat that "on India's eastern flank, she wished to have a friendly power, a prosperous economy, and a secular democracy, with a parliamentary system of government". In January 1972, Mujib introduced a parliamentary republic through a presidential decree. On 12 January 1972 Mujib took oath and assumed office as Prime Minister of Bangladesh. The emerging state structure was heavily influenced by the British Westminster model. The Constitution Drafting Committee led by Kamal Hossain established a bill of rights influenced by the Universal Declaration of Human Rights.The constituent assembly adopted the constitution of Bangladesh on 4 November 1972, establishing a secular, multiparty parliamentary democracy. Bangladesh joined the Commonwealth of Nations, the UN, the OIC, and the Non-Aligned Movement. In his maiden speech to the UNGA, Mujib stated that "the Bengali has struggled for many centuries for the right to live a free and honourable life as independent citizens of an independent country. They expected to live in peace and harmony with all the nations in the world". He strengthened relations with India by signing a 25-year friendship treaty, a border demarcation agreement, and protocols on cross-border trade. The land boundary treaty was aimed at resolving border disputes inherited from East Pakistan and swapping the Indo-Bangladesh enclaves. The land boundary agreement was challenged in court, which ruled that the government needed the prior approval of parliament to implement the land boundary treaty in line with the newly enacted constitution. Mujib was a vocal supporter of Palestinian rights despite Israel being one of the first countries to recognize Bangladesh's independence. In what became Bangladesh's first dispatch of military aid overseas, Mujib sent an army medical unit to Egypt during the 1973 Arab-Israeli War.In economic policy, the first five years of Bangladesh was the only socialist period in its history. Mujib nationalized 580 industrial plants, as well as banks and insurance companies. In 1974, the government invited international oil companies to explore the Bay of Bengal for oil and natural gas. Petrobangla was established as the national oil and gas corporation after Shell sold five gas fields to the Bangladeshi government. The Mujib government faced huge economic problems exasperated by the resettlement of millions of people displaced in 1971, a breakdown in the food supply chain, poor health services and a lack of other necessities. The effects of the 1970 cyclone were still being felt, and the economy needed reconstruction after the war. The Bangladesh famine of 1974 damaged Mujib's popularity.
Mujib presided over a regime that was built around his personality cult. Sycophants and loyalists developed an ideology called Mujibism. Amid growing opposition from radical leftists and socialists, he curtailed the multi-party character of the constitution and established a one-party state in 1975.
==== Presidential era (1975–1991) ====
In January 1975, Sheikh Mujibur Rahman introduced one-party socialist rule under BAKSAL. Rahman banned all newspapers except four state-owned publications and amended the constitution to increase his power. He was assassinated during a coup on 15 August 1975. Martial law was declared, and the presidency passed to the usurper Khondaker Mostaq Ahmad for four months. Ahmad is widely regarded as a traitor by Bangladeshis. Tajuddin Ahmad, the nation's first prime minister, and four other independence leaders were assassinated on 4 November 1975. Chief Justice Abu Sadat Mohammad Sayem was installed as president by the military on 6 November 1975. Bangladesh was governed by a military junta led by the Chief Martial Law Administrator for three years. In 1977, the army chief Ziaur Rahman became president. Rahman reinstated multiparty politics, privatised industries and newspapers, re-opened the Dhaka Stock Exchange, established BEPZA and held the country's second general election in 1979. In 1978, 200,000 Arakanese Muslim refugees crossed the Naf River into Bangladesh due to a Burmese military crackdown. The refugees were later repatriated. A semi-presidential system evolved, with the Bangladesh Nationalist Party (BNP) governing until 1982. Rahman was assassinated in 1981 and was succeeded by vice-president Abdus Sattar. Sattar received 65.5 per cent of the vote in the 1981 presidential election.After a year in office, Sattar was overthrown in the 1982 Bangladesh coup d'état. Chief Justice A. F. M. Ahsanuddin Chowdhury was installed as president, but army chief Hussain Muhammad Ershad became the country's de facto leader and assumed the presidency in 1983. Ershad lifted martial law in 1986. He governed with four successive prime ministers (Ataur Rahman Khan, Mizanur Rahman Chowdhury, Moudud Ahmed and Kazi Zafar Ahmed) and a parliament dominated by his Jatiyo Party. General elections were held in 1986 and 1988, although the opposition BNP and Awami League boycotted the latter. Ershad pursued administrative decentralisation, dividing the country into 64 districts, and pushed Parliament to make Islam the state religion in 1988. Bangladesh dispatched its first contingent of UN peacekeepers in 1988. In 1990, Bangladesh joined the US-led coalition to liberate Kuwait during the Gulf War. A mass uprising forced Ershad to resign, and Chief Justice Shahabuddin Ahmed led the country's first caretaker government as part of the transition to parliamentary rule.
==== Parliamentary era (1991–present) ====
After the 1991 general election, the twelfth amendment to the constitution restored the parliamentary republic, and Begum Khaleda Zia became Bangladesh's first female prime minister. Zia, a former first lady, led a BNP government from 1990 to 1996. In 1991, her finance minister, Saifur Rahman, began a major programme to liberalise the Bangladeshi economy. In addition to setting up the Chittagong Stock Exchange; banking, pharmaceuticals, aviation, ceramics, steel, telecoms, and tertiary education were opened up for investments, resulting in increased market competition. In 1992, an estimated 250,000 refugees from Burma took shelter in Bangladesh due to the suppression of the Burmese pro-democracy movement; most of these refugees returned to Burma by 1993. In 1994, Bangladesh provided the largest non-US contingent in Operation Uphold Democracy, a UN-approved American-led military intervention in Haiti.In 1996, a year of political upheaval saw a boycotted February election, an attempted military coup, and mediation efforts producing a caretaker government to oversee elections. For three months, Muhammad Habibur Rahman served as the interim leader of the country. The Awami League returned to power in the June election after 21 years. One of the first initiatives of Prime Minister Sheikh Hasina was to repeal the deeply controversial Indemnity Ordinance, which protected her father's killers from prosecution. Hasina also signed the Chittagong Hill Tracts Peace Accord, which ended an insurgency in the southeastern hill districts. She reached an agreement with India for sharing the water of the Ganges.The economic reform momentum lost steam due to political instability, including frequent hartals and strikes by the opposition. In 2001, the BNP returned to power on the back of promises to improve the economy. The second Zia administration saw higher economic growth, but security and political problems gripped the country between 2004 and 2006. A radical Islamist militant group, the JMB, carried out a series of terror attacks. At the end of the BNP's term in 2006, there was widespread political unrest related to the handover of power to a caretaker government. The Bangladeshi military urged President Iajuddin Ahmed to impose a state of emergency and a caretaker government, led by former central bank governor Fakhruddin Ahmed, was installed from January 2007 to December 2008 to implement reforms to the electoral system, judiciary, and bureaucracy. The JMB leaders were arrested and later executed in March 2007 bring an end to their reign of terror in the nation.After achieving a landslide victory in the 2008 Bangladeshi general election the Awami League Government returned to power by taking office on 6 January 2009, with Sheikh Hasina once again becoming the Prime Minister and brought political stability and economic growth to the nation. In 2010, the Supreme Court reduced the scope for military interventions through legal loopholes and reaffirmed secular principles in the constitution. The Awami League set up a war crimes tribunal to prosecute surviving Bengali Islamist collaborators of the 1971 atrocities. It abolished the caretaker government mechanism for elections. Human rights abuses increased under the Hasina administration, particularly enforced disappearances by the Rapid Action Battalion. The 2014 election was boycotted by the BNP-Jamaat alliance. The BNP and Jamaat have often engaged in violent protests to overthrow the government. In 2017, Bangladesh experienced the largest influx of Arakanese refugees in its history. An estimated 700,000 Rohingya refugees took shelter in Cox's Bazar after a campaign of ethnic cleansing in Rakhine State, Myanmar.Bangladesh has achieved significant economic development after independence. The capital Dhaka has grown into a megacity. The port city of Chittagong became home to the busiest port on the Bay of Bengal, while the cities of Sylhet, Khulna, and Rajshahi saw urban growth due to economic growth and remittances from the Bangladeshi diaspora. The national poverty rate went down from 80% in 1971 to 44.2% in 1991 to 12.9% in 2021. Bangladeshi economist Muhammad Yunus and the Grameen Bank, which Yunus founded, were awarded the Nobel Peace Prize for pioneering microfinance and their efforts to eradicate poverty. Bangladesh has emerged as the second-largest economy in South Asia, surpassing the per capita income levels of both India and Pakistan. Since 2009, Bangladesh has launched a series of infrastructure megaprojects. On 25 June 2022, the Padma Bridge opened and connected southwestern Bangladesh with the rest of the country; while the Dhaka Metro was opened in 2023. Several new ports, airports, highways, and a nuclear power plant are being built. As part of the green transition, Bangladesh's industrial sector emerged as a leader in building green factories, with the country having the largest number of certified green factories in the world in 2023.
== Geography ==
Bangladesh is a small, lush country in South Asia, located on the Bay of Bengal. It is surrounded almost entirely by neighbouring India—and shares a small border with Myanmar to its southeast, though it lies very close to Nepal, Bhutan, and China. The country is divided into three regions. Most of the country is dominated by the fertile Ganges Delta, the largest river delta in the world. The northwest and central parts of the country are formed by the Madhupur and the Barind plateaus. The northeast and southeast are home to evergreen hill ranges.
The Ganges delta is formed by the confluence of the Ganges (local name Padma or Pôdda), Brahmaputra (Jamuna or Jomuna), and Meghna rivers and their respective tributaries. The Ganges unites with the Jamuna (main channel of the Brahmaputra) and later join the Meghna, finally flowing into the Bay of Bengal. Bangladesh is called the "Land of Rivers"; as it is home to over 57 trans-boundary rivers, the most of any nation-state. Water issues are hence politically complicated inasmuch as the country is a lower riparian state to India.Bangladesh is predominantly rich fertile flat land. Most of it is less than 12 m (39 ft) above sea level, and it is estimated that about 10% of its land would be flooded if the sea level were to rise by 1 m (3.3 ft). 17% of the country is covered by forests and 12% is covered by hill systems. The country's haor wetlands are of significance to global environmental science. The highest point in Bangladesh is the Saka Haphong, located near the border with Myanmar, with an elevation of 1,064 m (3,491 ft). Previously, either Keokradong or Tazing Dong were considered the highest.
=== Administrative divisions ===
Bangladesh is divided into eight administrative divisions, each named after their respective divisional headquarters: Barisal (officially Barishal), Chittagong (officially Chattogram), Dhaka, Khulna, Mymensingh, Rajshahi, Rangpur, and Sylhet.
Divisions are subdivided into districts (zila). There are 64 districts in Bangladesh, each further subdivided into upazila (subdistricts) or thana. The area within each police station, except for those in metropolitan areas, is divided into several unions, with each union consisting of multiple villages. In the metropolitan areas, police stations are divided into wards, further divided into mahallas.
There are no elected officials at the divisional or district levels, and the administration is composed only of government officials. Direct elections are held in each union (or ward) for a chairperson and a number of members. In 1997, a parliamentary act was passed to reserve three seats (out of 12) in every union for female candidates.
=== Climate ===
Straddling the Tropic of Cancer, Bangladesh's climate is tropical, with a mild winter from October to March and a hot, humid summer from March to June. The country has never recorded an air temperature below 0 °C (32 °F), with a record low of 1.1 °C (34.0 °F) in the northwest city of Dinajpur on 3 February 1905. A warm and humid monsoon season lasts from June to October and supplies most of the country's rainfall. Natural calamities, such as floods, tropical cyclones, tornadoes, and tidal bores occur almost every year, combined with the effects of deforestation, soil degradation and erosion. The cyclones of 1970 and 1991 were particularly devastating, the latter killing approximately 140,000 people.In September 1998, Bangladesh saw the most severe flooding in modern history, after which two-thirds of the country went underwater, along with a death toll of 1,000. As a result of various international and national level initiatives in disaster risk reduction, the human toll and economic damage from floods and cyclones have come down over the years. The 2007 South Asian floods ravaged areas across the country, leaving five million people displaced, had a death toll around 500.Bangladesh is recognised to be one of the countries most vulnerable to climate change. Over the course of a century, 508 cyclones have affected the Bay of Bengal region, 17 percent of which are believed to have caused landfall in Bangladesh. Natural hazards that come from increased rainfall, rising sea levels, and tropical cyclones are expected to increase as the climate changes, each seriously affecting agriculture, water and food security, human health, and shelter. It is estimated that by 2050, a 3 feet rise in sea levels will inundate some 20 percent of the land and displace more than 30 million people. To address the sea level rise threat in Bangladesh, the Bangladesh Delta Plan 2100 has been launched.
=== Biodiversity ===
Bangladesh is located in the Indomalayan realm, and lies within four terrestrial ecoregions: Lower Gangetic Plains moist deciduous forests, Mizoram–Manipur–Kachin rain forests, Sundarbans freshwater swamp forests, and Sundarbans mangroves. Its ecology includes a long sea coastline, numerous rivers and tributaries, lakes, wetlands, evergreen forests, semi evergreen forests, hill forests, moist deciduous forests, freshwater swamp forests and flat land with tall grass. The Bangladesh Plain is famous for its fertile alluvial soil which supports extensive cultivation. The country is dominated by lush vegetation, with villages often buried in groves of mango, jackfruit, bamboo, betel nut, coconut, and date palm. The country has up to 6000 species of plant life, including 5000 flowering plants. Water bodies and wetland systems provide a habitat for many aquatic plants. Water lilies and lotuses grow vividly during the monsoon season. The country has 50 wildlife sanctuaries.
Bangladesh is home to much of the Sundarbans, the world's largest mangrove forest, covering an area of 6,000 square kilometres (2,300 sq mi) in the southwest littoral region. It is divided into three protected sanctuaries–the South, East, and West zones. The forest is a UNESCO World Heritage Site. The northeastern Sylhet region is home to haor wetlands, a unique ecosystem. It also includes tropical and subtropical coniferous forests, a freshwater swamp forest, and mixed deciduous forests. The southeastern Chittagong region covers evergreen and semi-evergreen hilly jungles. Central Bangladesh includes the plainland Sal forest running along with the districts of Gazipur, Tangail, and Mymensingh. St. Martin's Island is the only coral reef in the country.
Bangladesh has an abundance of wildlife in its forests, marshes, woodlands, and hills. The vast majority of animals dwell within a habitat of 150,000 square kilometres (58,000 sq mi). The Bengal tiger, clouded leopard, saltwater crocodile, black panther and fishing cat are among the chief predators in the Sundarbans. Northern and eastern Bangladesh is home to the Asian elephant, hoolock gibbon, Asian black bear and oriental pied hornbill. The Chital deer are widely seen in southwestern woodlands. Other animals include the black giant squirrel, capped langur, Bengal fox, sambar deer, jungle cat, king cobra, wild boar, mongooses, pangolins, pythons and water monitors. Bangladesh has one of the largest populations of Irrawaddy dolphins and Ganges dolphins. A 2009 census found 6,000 Irrawaddy dolphins inhabiting the littoral rivers of Bangladesh. The country has numerous species of amphibians (53), reptiles (139), marine reptiles (19) and marine mammals (5). It also has 628 species of birds.Several animals became extinct in Bangladesh during the last century, including the one-horned and two-horned rhinoceros and common peafowl. The human population is concentrated in urban areas, limiting deforestation to a certain extent. Rapid urban growth has threatened natural habitats. The country has widespread environmental issues, pollution of the Dhaleshwari River by the textile industry and shrimp cultivation in Chakaria Sundarbans have both been described by academics as ecocides. Although many areas are protected under law, some Bangladeshi wildlife is threatened by this growth. The Bangladesh Environment Conservation Act was enacted in 1995. The government has designated several regions as Ecologically Critical Areas, including wetlands, forests, and rivers. The Sundarbans tiger project and the Bangladesh Bear Project are among the key initiatives to strengthen conservation. It ratified the Rio Convention on Biological Diversity on 3 May 1994. As of 2014, the country was set to revise its National Biodiversity Strategy and Action Plan.
== Politics and government ==
Bangladesh is a de jure representative democracy under its constitution, with a Westminster-style unitary parliamentary republic that has universal suffrage. The head of government is the Prime Minister, who is invited to form a government every five years. The President invites the leader of the largest party in parliament to become Prime Minister of the world's fifth-largest democracy. Bangladesh experienced a two party system between 1990 and 2014, when the Awami League and the Bangladesh Nationalist Party (BNP) alternated in power. During this period, elections were managed by a neutral caretaker government. But the caretaker government was abolished by the Awami League government in 2011.
Legislative: The Jatiya Sangshad (National Parliament) is the unicameral parliament. It has 350 Members of Parliament (MPs), including 300 MPs elected on the first past the post system and 50 MPs appointed to reserved seats for women's empowerment. Article 70 of the Constitution of Bangladesh forbids MPs from voting against their party. However, several laws proposed independently by MPs have been transformed into legislation, including the anti-torture law. The parliament is presided over by the Speaker of the Jatiya Sangsad, who is second in line to the president as per the constitution. There is also a Deputy Speaker. When a president is incapable of performing duties (i.e. due to illness), the Speaker steps in as Acting President and the Deputy Speaker becomes Acting Speaker. A recurring proposal suggests that the Deputy Speaker should be an opposition member.
Executive: The Government of Bangladesh is overseen by a cabinet headed by the Prime Minister of Bangladesh. The tenure of a parliamentary government is five years. The Bangladesh Civil Service assists the cabinet in running the government. Recruitment for the civil service is based on a public examination. In theory, the civil service should be a meritocracy. But a disputed quota system coupled with politicisation and preference for seniority have allegedly affected the civil service's meritocracy. The President of Bangladesh is the ceremonial head of state whose powers include signing bills passed by parliament into law. The President is elected by the parliament for a five-year tenure. Under the constitution, the president acts on the prime minister's advice. The President is the Supreme Commander of the Bangladesh Armed Forces and the chancellor of all universities.
Judiciary: The Supreme Court of Bangladesh is the highest court of the land, followed by the High Court and Appellate Divisions. The head of the judiciary is the Chief Justice of Bangladesh, who sits on the Supreme Court. The courts have wide latitude in judicial review, and judicial precedent is supported by Article 111 of the constitution. The judiciary includes district and metropolitan courts divided into civil and criminal courts. Due to a shortage of judges, the judiciary has a large backlog. The Bangladesh Judicial Service Commission is responsible for judicial appointments, salaries, and discipline.
=== Military ===
The Bangladesh Armed Forces have inherited the institutional framework of the British military and the British Indian Army. It was formed in 1971 from the military regiments of East Pakistan. In 2022, the active personnel strength of the Bangladesh Army was around 250,000, excluding the Air Force and the Navy (24,000). In addition to traditional defence roles, the military has supported civil authorities in disaster relief and provided internal security during periods of political unrest. For many years, Bangladesh has been the world's largest contributor to UN peacekeeping forces. The military budget of Bangladesh accounts for 1.3% of GDP, amounting to US$4.3 billion in 2021.The Bangladesh Navy, one of the largest in the Bay of Bengal, includes a fleet of frigates, submarines, corvettes, and other vessels. The Bangladesh Air Force has a small fleet of multi-role combat aircraft, including the MiG-29 and Chengdu-F7. Most of Bangladesh's military equipment comes from China. In recent years, Bangladesh and India have increased joint military exercises, high-level visits of military leaders, counter-terrorism cooperation and intelligence sharing. Bangladesh is vital to ensuring stability and security in northeast India.Bangladesh's strategic importance in the eastern subcontinent hinges on its proximity to China, its frontier with Burma, the separation of mainland and northeast India, and its maritime territory in the Bay of Bengal. In 2002, Bangladesh and China signed a Defence Cooperation Agreement (DCA) which the governments of both countries said will "institutionalize the existing accords in defence sector and also to rationalize the existing piecemeal agreements to enhance cooperation in training, maintenance and in some areas of production". The United States has pursued negotiations with Bangladesh on a Status of Forces Agreement, an Acquisition and Cross-Servicing Agreement and a General Security of Military Information Agreement. In 2019, Bangladesh ratified the UN Treaty on the Prohibition of Nuclear Weapons.
=== Foreign relations ===
Bangladesh is considered a middle power in global politics. It plays an important role in the geopolitical affairs of the Indo-Pacific, due to its strategic location between South and Southeast Asia. Bangladesh joined the Commonwealth of Nations in 1972 and the United Nations in 1974. It relies on multilateral diplomacy on issues like climate change, nuclear nonproliferation, trade policy and non-traditional security issues. At the WTO, Bangladesh has used the dispute resolution mechanism to settle trade disputes with India and other countries. Bangladesh pioneered the creation of SAARC, which has been the preeminent forum for regional diplomacy among the countries of the Indian subcontinent. It joined the OIC, an intergovernmental organisation of the Muslim world in 1974, and is a founding member of the Developing 8 Countries. In recent years, Bangladesh has focused on promoting regional trade and transport links with support from the World Bank. Dhaka hosts the headquarters of BIMSTEC, an organisation that brings together countries dependent on the Bay of Bengal.
Relations with neighbouring Myanmar have been severely strained since 2016–2017, after over 700,000 Rohingya refugees illegally entered Bangladesh fleeing persecution, ethnic cleansing, genocide, and other atrocities in their native state. The parliament, government, and civil society of Bangladesh have been at the forefront of international criticism against Myanmar for military operations against the Rohingya, and have demanded their right of return to Arakan.Bangladesh shares an important bilateral and economic relationship with its largest neighbour India, which is often strained by water politics of the Ganges and the Teesta, and the border killings of Bangladeshi civilians. Post-independent Bangladesh has continued to have a problematic relationship with Pakistan, mainly due to its denial of the 1971 Bangladesh genocide. It maintains a warm relationship with China, which is its largest trading partner, and the largest arms supplier. Japan is Bangladesh's largest economic aid provider, and the two maintain a strategic and economic partnership. Political relations with Middle Eastern countries are robust. Bangladesh receives 59% of its remittances from the Middle East, despite poor working conditions affecting over 4 million Bangladeshi workers. Bangladesh plays a major role in global climate diplomacy as a leader of the Climate Vulnerable Forum.
=== Civil society ===
Since the colonial period, Bangladesh has had a prominent civil society. There are various special interest groups, including non-governmental organisations, human rights organisations, professional associations, chambers of commerce, employers' associations, and trade unions. The National Human Rights Commission of Bangladesh was set up in 2007. Notable human rights organisations and initiatives include the Centre for Law and Mediation, Odhikar, the Alliance for Bangladesh Worker Safety, the Bangladesh Environmental Lawyers Association, the Bangladesh Hindu Buddhist Christian Unity Council and the War Crimes Fact Finding Committee. The world's largest international NGO BRAC is based in Bangladesh. There have been concerns regarding the shrinking space for independent civil society in recent years, with commentators labelling the civil society movement dead under the authoritarianism of the Awami League.
=== Human rights ===
Torture is banned by Article 35 (5) of the Constitution of Bangladesh. Despite this constitutional ban, torture is rampantly used by Bangladesh's security forces. Bangladesh joined the Convention against Torture in 1998 and it enacted its first anti-torture law, the Torture and Custodial Death (Prevention) Act, in 2013. The first conviction under this law was announced in 2020. Amnesty International Prisoners of Conscience from Bangladesh have included Saber Hossain Chowdhury and Shahidul Alam. The Digital Security Act of 2018 has greatly reduced freedom of expression in Bangladesh, particularly on the internet. The Digital Security Act has been used to target critics of the government and bureaucracy. Newspaper editorials have been demanding the repeal of the Digital Security Act.On International Human Rights Day in December 2021, the United States Department of Treasury announced sanctions on commanders of the Rapid Action Battalion for extrajudicial killings, torture, and other human rights abuses. Freedom House has criticised the ruling party for human rights abuses, the crackdown on the opposition, mass media, and civil society through politicized enforcement. Bangladesh is ranked "partly free" in Freedom House's Freedom in the World report, but its press freedom has deteriorated from "free" to "not free" in recent years due to increasing pressure from the authoritarian government. According to the British Economist Intelligence Unit, the country has a hybrid regime: the third of four rankings in its Democracy Index. Bangladesh was ranked 96th among 163 countries in the 2022 Global Peace Index. According to National Human Rights Commission, 70% of alleged human-rights violations are committed by law-enforcement agencies.LGBT rights are heavily suppressed by both government and society, as homosexuality is outlawed by section 377 of the criminal code (a legacy of the colonial period), and is punishable by a maximum of life imprisonment. However, Bangladesh recognises the third gender and accords limited rights for transgender people. According to the 2016 Global Slavery Index, an estimated 1,531,300 people are enslaved in Bangladesh, or roughly 1% of the population. A number of slaves in Bangladesh are forced to work in the fish and shrimp industries.
=== Corruption ===
Like many developing countries, institutional corruption is an issue of concern for Bangladesh. Bangladesh was ranked 146th among 180 countries on Transparency International's 2018 Corruption Perceptions Index. According to a survey conducted by the Bangladesh chapter of TI, in 2015, the level of bribery was equivalent to 3.7 per cent of the national budget. Land administration was the sector with the most bribery in 2015, followed by education, police
and water supply. The Anti Corruption Commission was formed in 2004, and it was active during the 2006–08 Bangladeshi political crisis, indicting many leading politicians, bureaucrats and businessmen for graft.
== Economy ==
Bangladesh is the second largest economy in South Asia after India. The country has outpaced India (of which it was a part until 1947) and Pakistan (of which it was a part until 1971) in terms of per capita income. According to the World Bank, "When the newly independent country of Bangladesh was born on December 16, 1971, it was the second poorest country in the world—making the country's transformation over the next 50 years one of the great development stories. Since then, poverty has been cut in half at record speed. Enrolment in primary school is now nearly universal. Hundreds of thousands of women have entered the workforce. Steady progress has been made on maternal and child health. And the country is better buttressed against the destructive forces posed by climate change and natural disasters. Bangladesh's success comprises many moving parts—from investing in human capital to establishing macroeconomic stability. Building on this success, the country is now setting the stage for further economic growth and job creation by ramping up investments in energy, inland connectivity, urban projects, and transport infrastructure, as well as focusing on climate change adaptation and disaster preparedness on its path toward sustainable growth".
After the partition of India, the region changed its economic geography. In East Pakistan, free market principles were generally accepted. The government promoted industrialization to produce consumer goods as quickly as possible to avoid dependence on imports. Certain sectors, like public utilities, fell under state ownership. Demand for jute during the Korean War led to the creation of the Adamjee Jute Mills, which replaced jute mills in Dundee and Calcutta as the largest jute mill in the world. However, by the 1960s, East Pakistan's share of exports fell from 70% to 50% as West Pakistan received the major portion of investments. Economic grievances played a key role in the pro-independence aspirations of East Pakistanis. During the initial five years of independence (1971-1975), newly created Bangladesh followed a socialist economy. In the late 1970s, socialist policies were largely reversed, industrial plants were returned to private owners, and private industry was increasingly promoted. The government set up export processing zones to stimulate the export economy. Between 1991 and 1993, finance minister Saifur Rahman launched further reforms with support from the IMF which liberalized the economy and boosted industrial growth, services, and exports. By the late 1990s and early 2000s, the reform momentum lost steam due to chronic political instability, but the economy continued to grow.In 2022, Bangladesh had the second largest foreign-exchange reserves in South Asia. The reserves have boosted the government's spending capacity despite tax revenues forming only 7.7% of government revenue. A big chunk of investments have gone into the power sector. In 2009, Bangladesh was experiencing daily blackouts several times a day. In 2022, the country achieved 100% electrification. One of the major anti-poverty schemes of the Bangladeshi government is the Ashrayan Project which aims to eradicate homelessness by providing free housing. The poverty rate has gone down from 80% in 1971, to 44.2% in 1991, to 12.9% in 2021. The literacy rate was 74.66% in 2022. Bangladesh has a labor force of roughly 70 million, which is the world's seventh-largest; with an unemployment rate of 5.2% as of 2021. The government is setting up 100 special economic zones to attract foreign direct investment (FDI) and generate 10 million jobs. The Bangladesh Investment Development Authority (BIDA) and the Bangladesh Economic Zones Authority (BEZA) have been established to help investors in setting up factories; and to complement the longstanding Bangladesh Export Processing Zone Authority (BEPZA). The Bangladeshi taka is the national currency. The service sector accounts for about 51.3% of total GDP and employs 39% of the workforce. The industrial sector accounts for 35.1% of GDP and employs 20.4% of the workforce. The agriculture sector makes up 13.6% of the economy but is the biggest employment sector, with 40.6% of the workforce. In agriculture, the country is a major producer of rice, fish, tea, fruits, vegetables, flowers, and jute. Lobsters and shrimps are some of Bangladesh's well-known exports.
=== Private sector ===
The private sector accounts for 80% of GDP compared to the dwindling role of state-owned companies. Bangladesh's economy is dominated by family-owned conglomerates and small and medium-sized businesses. Some of the largest publicly traded companies in Bangladesh include Beximco, BRAC Bank, BSRM, GPH Ispat, Grameenphone, Summit Group, and Square Pharmaceuticals. Capital markets include the Dhaka Stock Exchange and the Chittagong Stock Exchange. Its telecommunications industry is one of the world's fastest-growing, with 171.854 million cellphone subscribers in January 2021. Over 80% of Bangladesh's export earnings come from the garments industry. Other major industries include shipbuilding, pharmaceuticals, steel, ceramics, electronics, and leather goods. Muhammad Aziz Khan became the first person from Bangladesh to be listed as a billionaire by Forbes.
=== Infrastructure ===
Since 2009, Bangladesh has embarked on a series of megaprojects. The 6.15 km long Padma Bridge was built for US$3.86 billion. The bridge was the first self-financed megaproject in the country's history. Other megaprojects include the Dhaka Metro, Karnaphuli Tunnel, Dhaka Elevated Expressway and Chittagong Elevated Expressway; as well as the Bangladesh Delta Plan to mitigate the impact of climate change.
=== Tourism ===
The tourism industry is expanding, contributing some 3.02% of total GDP. Bangladesh's international tourism receipts in 2019 amounted to $391 million. The country has three UNESCO World Heritage Sites (the Mosque City, the Paharpur Buddhist Ruins and the Sundarbans) and five tentative-list sites. Activities for tourists include angling, water skiing, river cruising, hiking, rowing, yachting, and beachgoing. The World Travel and Tourism Council (WTTC) reported in 2019 that the travel and tourism industry in Bangladesh directly generated 1,180,500 jobs in 2018 or 1.9% of the country's total employment. According to the same report, Bangladesh experiences around 125,000 international tourist arrivals per year. Domestic spending generated 97.7 percent of direct travel and tourism gross domestic product (GDP) in 2012.
=== Energy and electricity ===
Bangladesh is gradually transitioning to a green economy. Currently, it has the largest off-grid solar power programme in the world, benefiting 20 million people. An electric car called the Palki is being developed for production in the country. The government has reduced tariffs for the purchase of electric cars. Biogas is being used to produce organic fertilizer.Bangladesh continues to have huge untapped reserves of natural gas, particularly in its maritime territory in the Bay of Bengal. The success ratio of finding gas wells in the country stands at 3:5:1, meaning one commercial deposit is found in every three explored zones. The success ratio is well above the global average. A lack of exploration and decreasing proven reserves have forced Bangladesh to import LNG from abroad, despite having substantially untapped gas reserves. Gas shortages were further exasperated by the Russia-Ukraine War.While government-owned companies in Bangladesh generate nearly half of Bangladesh's electricity, privately owned companies like the Summit Group and Orion Group are playing an increasingly important role in both generating electricity, and supplying machinery, reactors, and equipment. Bangladesh increased electricity production from 5 gigawatts in 2009 to 25.5 gigawatts in 2022. It plans to produce 50 gigawatts by 2041. U.S. companies like Chevron and General Electric supply around 55% of Bangladesh's domestic natural gas production and are among the largest investors in power projects. 80% of Bangladesh's installed gas-fired power generation capacity comes from turbines manufactured in the United States.On 4 October 2022, the national grid collapsed and plunged the entire country into a nationwide blackout. The grid resumed operations after eight hours. The government's investigation focused on technical failure, negligence, and possible sabotage. The investigation found that grid capacity has not kept up with the expansion of electricity generation and the opening of new power plants. Gas shortages were also to blame, including the lack of new gas sources and insufficient gas pipeline infrastructure. There was a shortage of natural gas because of the 2021–present global energy crisis as 77 natural gas power plants had insufficient fuel to meet demand. The electricity sector in Bangladesh is heavily reliant on natural gas. Gas shortages forced the government to import LNG from abroad. As a result, Texas-based Excelerate Energy opened Bangladesh's first floating LNG terminal in 2018 off the coast of Maheshkhali Island. The Summit LNG Terminal was opened in 2019. The Government of Bangladesh has subsidized LNG imports worth several billion dollars. Since October 2021, Bangladesh imported LNG for US$30–37 per million Btu which is 10 times the price it paid in May 2020.
The government stopped buying spot price LNG in June 2022. The country's forex reserves declined due to surging fuel imports. Bangladesh imported 30% of its LNG on the spot price market in 2022, down from 40% in 2021. Bangladesh continues to trade in LNG on the futures exchange markets.
== Demographics ==
According to the 2022 Census, Bangladesh has a population of 165.1 million, and is the eighth-most-populous country in the world, the fifth-most populous country in Asia, and the most densely populated large country in the world, with a headline population density of 1,265 people/km2 as of 2020. Its total fertility rate (TFR), once among the highest in the world, has experienced a dramatic decline, from 5.5 in 1985 to 3.7 in 1995, all the way down to 2.0 in 2020, which is below the sub-replacement fertility of 2.1; due to the government promoting birth control since the 1980s and increased education attainment of females. The vast majority of Bangladeshis live in rural areas, with only 39% of the population living in urban areas as of 2021. It has a median age of roughly 28 years, and its population is relatively young, with 26% of the total population aged 14 or younger, and merely 5% aged 65 and above.Bangladesh is an ethnically and culturally homogeneous society, as Bengalis form 99% of the population. The Adivasi population includes the Chakmas, Marmas, Santhals, Mros, Tanchangyas, Bawms, Tripuris, Khasis, Khumis, Kukis, Garos, and Bisnupriya Manipuris. The Chittagong Hill Tracts region experienced unrest and an insurgency from 1975 to 1997 in an autonomy movement by its indigenous people. Although a peace accord was signed in 1997, the region remains militarised. Urdu-speaking stranded Pakistanis were given citizenship by the Supreme Court in 2008. Bangladesh also hosts over 700,000 Rohingya refugees since 2017, giving it one of the largest refugee populations in the world.
=== Urban centres ===
Bangladesh's capital Dhaka and the largest city and is overseen by two city corporations that manage between them the northern and southern parts of the city. There are 12 city corporations which hold mayoral elections: Dhaka South, Dhaka North, Chittagong, Comilla, Khulna, Mymensingh, Sylhet, Rajshahi, Barisal, Rangpur, Gazipur and Narayanganj. Mayors are elected for five-year terms. Altogether there are 506 urban centres in Bangladesh which 43 cities have a population of more than 100,000.
=== Language ===
The official and predominant language of Bangladesh is Bengali, which is spoken by more than 98% of the population as their native language. It is among the easternmost branches of the Indo-European language family, and is a part of the Eastern Indo-Aryan languages, which developed between the 10th and 13th centuries. Bengali is described as a dialect continuum where there are various dialects spoken throughout the country. There is a diglossia in which much of the population is able to understand or speak Standard Colloquial Bengali, and in their regional dialects. These include Chittagonian or Sylheti, though some linguists consider them as separate languages.English plays an important role in Bangladesh's judicial and educational affairs, due to the country's history as part of the British Empire. It is widely spoken and commonly understood, and is taught as a compulsory subject in all schools, colleges and universities; while the English-medium educational system is widely attended.Tribal languages, although increasingly endangered, include the Chakma language, another native Eastern Indo-Aryan language, spoken by the Chakma people. Others are Garo, Meitei, Kokborok and Rakhine. Among the Austroasiatic languages, the most spoken is the Santali language, native to the Santal people.The stranded Pakistanis and some sections of the Old Dhakaites often use Urdu as their native tongue, but the usage of the latter remains highly reproached.
=== Religion ===
Bangladesh was constitutionally proclaimed as the first secular state of South Asia in 1972. It grants freedom of religion and claims to be "secular in practise" while establishing Islam as the state religion. The constitution bans religion-based politics and discrimination, and proclaims equal recognition of people adhering to all faiths. Islam is the largest religion across the country, being followed by about 91.1% of the population. The vast majority of Bangladeshi citizens are Bengali Muslims, adhering to Sunni Islam. The country is the third-most populous Muslim-majority state in the world and has the fourth-largest overall Muslim population.Hinduism is followed by 7.9% of the population, mainly by the Bengali Hindus, who form the country's second-largest religious group and the third-largest Hindu community globally; after those in India and Nepal. Buddhism is the third-largest religion, at 0.6% of the population. Bangladeshi Buddhists are concentrated among the tribal ethnic groups in the Chittagong Hill Tracts. At the same time, coastal Chittagong is home to many Bengali Buddhists. Christianity is the fourth-largest religion, at 0.3%, followed mainly by a small Bengali Christian minority. 0.1% of the population practices other religions like Animism or is irreligious.
=== Education ===
Article (17) of the constitution states that all children shall receive free and compulsory education. Education in Bangladesh is overseen by the Ministry of Education. The Ministry of Primary and Mass Education is responsible for implementing policy for primary education and state-funded schools at a local level. Primary and secondary education is compulsory, and is financed by the state and free of charge in public schools. Bangladesh has a literacy rate of 74.7% per cent as of 2019: 77.4% for males and 71.9% for females. The country's educational system is three-tiered and heavily subsidised, with the government operating many schools at the primary, secondary and higher secondary levels and subsidising many private schools. In the tertiary education sector, the Bangladeshi government funds over 45 state universities through the University Grants Commission (UGC), created by Presidential Order 10 in 1973.The education system is divided into five levels: primary (first to fifth grade), junior secondary (sixth to eighth grade), secondary (ninth and tenth grade), higher secondary (11th and 12th grade), and tertiary which is university level. According to Hossain 2016, the formal schooling of secondary education in Bangladesh is seven years. The first three years are called junior secondary and include grades six to eight. The next two years are called secondary and include grades nine and ten. The final two years are called higher secondary and include grade eleven and twelve. Based on the information from Hossain 2016 and Daily Star 2010, to pass the fifth grade the Bangladesh Education Ministry requires a public exam called Primary School Certificate (PSC). During the eighth-grade students have to pass the Junior School Certificate (JSC) exam to get enrolled in ninth grade, while tenth-grade students have to pass the Secondary School Certificate (SSC) exam to proceed to eleventh grade. Lastly, students have to pass the Higher Secondary Certificate (HSC) exam at grade twelve to apply for university or to go to tertiary education.Dhaka College, established in 1841, is the oldest educational institution for higher education in Bangladesh.
Universities in Bangladesh are of three general types: public (government-owned and subsidised), private (privately owned universities) and international (operated and funded by international organisations). The country has 47 public, 105 private and two international universities; Bangladesh National University has the largest enrolment, and the University of Dhaka (established in 1921) is the oldest. Bangladesh University of Engineering and Technology (BUET) is a premiere university for engineering education. University of Chittagong, established in 1966, has the largest campus among all universities in Bangladesh. Since inception in 1992 North South University has been widely regarded as the best private University in the nation. Medical education is provided by 29 government and private medical colleges. All medical colleges are affiliated with the Ministry of Health and Family Welfare.
=== Health ===
Bangladesh, by the constitution, guarantees healthcare services as a fundamental right to all of its citizens. The Ministry of Health and Family Welfare is the largest institutional healthcare provider in Bangladesh, and contains two divisions: Health Service Division and Medical Education And Family Welfare Division. However, healthcare facilities in Bangladesh are considered less than adequate, although they have improved as the economy has grown and poverty levels have decreased significantly. Bangladesh faces a severe health workforce crisis, as formally-trained providers make up a short percentage of the total health workforce. Significant deficiencies in the treatment practices of village doctors persist, with widespread harmful and inappropriate drug prescribing. Receiving health care from informal providers are encouraged.Bangladesh's poor healthcare system suffers from severe underfunding from the government. As of 2019, some 2.48% of total GDP was attributed to healthcare, and domestic general government spending on healthcare was 18.63% of the total budget, while out-of-pocket expenditures made up the vast majority of the total budget, totalling 72.68%. Domestic private health expenditure was about 75% of the total healthcare expenditure. As of 2020, there are only 5.3 doctors per 10,000 people, and about six physicians and three nurses per 10,000 people, while the number of hospital beds is 8 per 10,000. The overall life expectancy in Bangladesh at birth was 73 years (71 years for males and 75 years for females) as of 2020, and it has a comparably high infant mortality rate (24 per 1,000 live births) and child mortality rate (29 per 1,000 live births). Maternal mortality remains high, clocking at 173 per 100,000 live births. Bangladesh is a key source market for medical tourism for various countries, mainly India, due to its citizens dissatisfaction and distrust over their own healthcare system.The main causes of death are coronary artery disease, stroke, and chronic respiratory disease; comprising 62% and 60% of all adult male and female deaths, respectively. Malnutrition is a major and persistent problem in Bangladesh, mainly affecting the rural regions, more than half of the population suffers from it. Severe acute malnutrition affects 450,000 children, while nearly 2 million children have moderate acute malnutrition. For children under the age of five, 52% are affected by anaemia, 41% are stunted, 16% are wasted, and 36% are underweight. A quarter of women are underweight and around 15% have short stature, while over half also suffer from anaemia.
== Culture ==
=== Visual arts and crafts ===
The recorded history of art in Bangladesh can be traced to the 3rd century BCE, when terracotta sculptures were made in the region. In classical antiquity, notable sculptural Hindu, Jain, and Buddhist art developed in the Pala Empire and the Sena dynasty. Islamic art has evolved since the 14th century. The architecture of the Bengal Sultanate saw a distinct style of domed mosques with complex niche pillars that had no minarets. Mughal Bengal's most celebrated artistic tradition was the weaving of Jamdani motifs on fine muslin, which is now classified by UNESCO as an intangible cultural heritage. Jamdani motifs were similar to Iranian textile art (buta motifs) and Western textile art (paisley). The Jamdani weavers in Dhaka received imperial patronage. Ivory and brass were also widely used in Mughal art. Pottery is thoroughly used in Bengali culture.
The modern art movement in Bangladesh took shape during the 1950s, particularly with the pioneering works of Zainul Abedin. East Bengal developed its own modernist painting and sculpture traditions, which were distinct from the art movements in West Bengal. The Art Institute Dhaka has been a significant centre for visual art in the region. Its annual Bengali New Year parade was enlisted as an intangible cultural heritage by UNESCO in 2016.
Modern Bangladesh has produced many of South Asia's leading painters, including SM Sultan, Mohammad Kibria, Shahabuddin Ahmed, Kanak Chanpa Chakma, Kafil Ahmed, Saifuddin Ahmed, Qayyum Chowdhury, Rashid Choudhury, Quamrul Hassan, Rafiqun Nabi and Syed Jahangir, among others. Novera Ahmed and Nitun Kundu were the country's pioneers of modernist sculpture.
In recent times, photography as a medium of art has become popular. Biennial Chobi Mela is considered the largest photography festival in Asia.
=== Literature ===
The oldest evidence of writing in Bangladesh is the Mahasthan Brahmi Inscription, which dates back to the 3rd century BCE. In the Gupta Empire, Sanskrit literature thrived in the region. Bengali developed from Sanskrit and Magadhi Prakrit in the 8th to 10th century. Bengali literature is a millennium-old tradition; the Charyapadas are the earliest examples of Bengali poetry. Sufi spiritualism inspired many Bengali Muslim writers. During the Bengal Sultanate, medieval Bengali writers were influenced by Arabic and Persian works. Sultans of Bengal patronized Bengali literature. Examples include the writings of Maladhar Basu, Bipradas Pipilai, Vijay Gupta, and Yasoraj Khan. The Chandidas are notable lyric poets from the early Medieval Age. Syed Alaol was the bard of Middle Bengali literature. The Bengal Renaissance shaped modern Bengali literature, including novels, short stories, and science fiction. Rabindranath Tagore was the first non-European laureate of the Nobel Prize in Literature and is described as the Bengali Shakespeare. Kazi Nazrul Islam was a revolutionary poet who espoused political rebellion against colonialism and fascism. Begum Rokeya is regarded as the pioneer feminist writer of Bangladesh. Other renaissance icons included Michael Madhusudan Dutt and Sarat Chandra Chattopadhyay.
The writer Syed Mujtaba Ali is noted for his cosmopolitan Bengali worldview. Jasimuddin was a renowned pastoral poet. Shamsur Rahman and Al Mahmud are considered two of the greatest Bengali poets to have emerged in the 20th century. Farrukh Ahmad, Sufia Kamal, Syed Ali Ahsan, Ahsan Habib, Abul Hussain, Shahid Qadri, Fazal Shahabuddin, Abu Zafar Obaidullah, Omar Ali, Al Mujahidi, Syed Shamsul Huq, Nirmalendu Goon, Abid Azad, Hasan Hafizur Rahman and Abdul Hye Sikder are important figures of modern Bangladeshi poetry. Ahmed Sofa is regarded as the most important Bangladeshi intellectual in the post-independence era. Humayun Ahmed was a popular writer of modern Bangladeshi magical realism and science fiction. Notable writers of Bangladeshi fictions include Mir Mosharraf Hossain, Akhteruzzaman Elias, Alauddin Al Azad, Shahidul Zahir, Rashid Karim, Mahmudul Haque, Syed Waliullah, Shahidullah Kaiser, Shawkat Osman, Selina Hossain, Shahed Ali, Razia Khan, Anisul Hoque, and Abdul Mannan Syed.
The annual Ekushey Book Fair and Dhaka Literature Festival, organised by the Bangla Academy, are among the enormous literary festivals in South Asia.
=== Women ===
Although as of 2015, several women occupied a key political office in Bangladesh. Its women continue to live under a patriarchal social regime where violence is common. Whereas in India and Pakistan, women participate less in the workforce as their education increases, the reverse is the case in Bangladesh.Bengal has a long history of feminist activism dating back to the 19th century. Begum Rokeya and Faizunnessa Chowdhurani played an important role in emancipating Bengali Muslim women from purdah, before the country's division, as well as promoting girls' education. Several women were elected to the Bengal Legislative Assembly in the British Raj. The first women's magazine, Begum, was published in 1948.
In 2008, Bangladeshi female workforce participation stood at 26%. Women dominate blue collar jobs in the Bangladeshi garment industry. Agriculture, social services, healthcare, and education are chosen occupations for Bangladeshi women, while their employment in white collar positions has steadily increased.
=== Architecture ===
The architectural traditions of Bangladesh have a 2,500-year-old heritage. Terracotta architecture is a distinct feature of Bengal. Pre-Islamic Bengali architecture reached its pinnacle in the Pala Empire when the Pala School of Sculptural Art established grand structures such as the Somapura Mahavihara. Islamic architecture began developing under the Bengal Sultanate, when local terracotta styles influenced medieval mosque construction.
The Sixty Dome Mosque was the largest medieval mosque built in Bangladesh and is a fine example of Turkic-Bengali architecture. The Mughal style replaced indigenous architecture when Bengal became a province of the Mughal Empire and influenced urban housing development. The Kantajew Temple and Dhakeshwari Temple are excellent examples of late medieval Hindu temple architecture. Indo-Saracenic Revival architecture, based on Indo-Islamic styles, flourished during the British period. The zamindar gentry in Bangladesh built numerous Indo-Saracenic palaces and country mansions, such as the Ahsan Manzil, Tajhat Palace, Dighapatia Palace, Puthia Rajbari and Natore Rajbari.
Bengali vernacular architecture is noted for pioneering the bungalow. Bangladeshi villages consist of thatched roofed houses made of natural materials like mud, straw, wood, and bamboo. In modern times, village bungalows are increasingly made of tin.
Muzharul Islam was the pioneer of Bangladeshi modern architecture. His varied works set the course of modern architectural practice in the country. Islam brought leading global architects, including Louis Kahn, Richard Neutra, Stanley Tigerman, Paul Rudolph, Robert Boughey and Konstantinos Doxiadis, to work in erstwhile East Pakistan. Louis Kahn was chosen to design the National Parliament Complex in Sher-e-Bangla Nagar. Kahn's monumental designs, combining regional red brick aesthetics, his concrete and marble brutalism and the use of lakes to represent Bengali geography, are regarded as one of the masterpieces of the 20th century. In recent times, award-winning architects like Rafiq Azam have set the course of contemporary architecture by adopting influences from the works of Islam and Kahn.
=== Performing arts ===
Theatre in Bangladesh includes various forms with a history dating back to the 4th-century CE. It includes narrative forms, song and dance forms, supra-personae forms, performances with scroll paintings, puppet theatre and processional forms. The Jatra is the most popular form of Bengali folk theatre.
The dance traditions of Bangladesh include indigenous tribal and Bengali dance forms, as well as classical Indian dances, including the Kathak, Odissi and Manipuri dances.
The music of Bangladesh features the Baul mystical tradition, listed by UNESCO as a Masterpiece of Intangible Cultural Heritage. Fakir Lalon Shah popularised Baul music in the country in the 18th century and it has since been one of the most popular music genres in the country since then. Most modern Bauls are devoted to Lalon Shah. Numerous lyric-based musical traditions, varying from one region to the next, exist, including Gombhira, Bhatiali and Bhawaiya. Folk music is accompanied by a one-stringed instrument known as the ektara. Other instruments include the dotara, dhol, flute, and tabla. Bengali classical music includes Tagore songs and Nazrul Sangeet. Bangladesh has a rich tradition of Indian classical music, which uses instruments like the sitar, tabla, sarod, and santoor. Sabina Yasmin and Runa Laila were considered the leading playback singers in the 1990s, while musicians such as Ayub Bachchu and James are credited with popularising rock music in Bangladesh.
=== Textiles ===
The Nakshi Kantha is a centuries-old embroidery tradition for quilts, said to be indigenous to eastern Bengal (Bangladesh). The sari is the national dress for Bangladeshi women. Mughal Dhaka was renowned for producing the finest muslin saris, as well as the famed Dhakai and Jamdani, the weaving of which is listed by UNESCO as one of the masterpieces of humanity's intangible cultural heritage. Bangladesh also produces the Rajshahi silk. The shalwar kameez is also widely worn by Bangladeshi women. In urban areas, some women can be seen in Western clothing. The kurta and sherwani are the national dress of Bangladeshi men; the lungi and dhoti are worn by them in informal settings. Aside from ethnic wear, domestically tailored suits and neckties are customarily worn by the country's men in offices, in schools, and at social events.
The handloom industry supplies 60–65% of the country's clothing demand. The Bengali ethnic fashion industry has flourished in the changing environment of the fashion world. The retailer Aarong is one of South Asia's most successful ethnic wear brands. The development of the Bangladesh textile industry, which supplies leading international brands, has promoted the local production and retail of modern Western attire. The country now has several expanding local brands like Westecs and Yellow. Bangladesh is the world's second-largest garment exporter. Among Bangladesh's fashion designers, Bibi Russell has received international acclaim for her "Fashion for Development" shows.
=== Cuisine ===
Bangladeshi cuisine, formed by its geographic location and climate, is rich and diverse; sharing its culinary heritage with the neighbouring Indian state of West Bengal.: 14 White rice is the staple, and along with fish, forms the culinary base. Varieties of leaf vegetables, potatoes, gourds and lentils (dal) also play an important role. Curries of beef, mutton, chicken and duck are commonly consumed, along with multiple types of bhortas, bhajis and torkaris.: 8 Mughal-influenced dishes include kormas, kalias, biryanis, pulaos, teharis and khichuris. Among the various spices, turmeric, fenugreek, nigella, coriander, anise, cardamom and chili powder are widely used; a famous spice mix is the panch phoron. Among the condiments and herbs used, red onions, green chillies, garlic, ginger, cilantro, and mint stand out.: 12 Coconut milk, mustard paste, mustard seeds, mustard oil, ghee, achars and chutneys are also widely used in the cuisine.: 13–14 Fish is the main source of protein, owing to the country's riverine geography, and it is often enjoyed with its roe. The hilsa is the national fish and is immensely popular, a famous dish is shorshe ilish. Rohu, pangas, and tilapia are also highly consumed. Lobsters, shrimps and dried fish (shutki) are also widely consumed, with the chingri malai curry being a famous shrimp dish.: 8 In Chittagong, famous dishes include kala bhuna and mezban; the latter being a traditionally popular feast, featuring the serving of mezbani gosht, a hot and spicy beef curry.: 10 In Sylhet, the shatkora lemons are used to marinate dishes, a notable one is beef hatkora. Among the tribal communities in the Chittagong Hill Tracts, cooking with bamboo shoots is popular. Khulna is renowned for using chui jhal (piper chaba) in its meat-based dishes.Bangladesh has a vast spread of desserts, including distinctive sweets such as the rôshogolla, roshmalai, chomchom, sondesh, mishti doi and kalojaam, and jilapi. Pithas are traditional boiled desserts made with rice or fruits. Halwa and shemai, the latter being a variation of vermicelli; are popular desserts during religious festivities. Ruti, naan, paratha, luchi and bakarkhani are the main local breads. Hot milk tea is the most commonly consumed beverage in the country, being the centre of addas. Borhani, mattha and lassi are popular traditionally consumed beverages. Kebabs are widely popular, particularly seekh kebab, chapli kebab, shami kebab, chicken tikka and shashlik, along with various types of chaaps. Popular street foods include chotpoti, jhal muri and fuchka. The large Bangladeshi diaspora dominates the South Asian restaurant industry in many Western countries, particularly in the United Kingdom.
=== Festivals ===
Pahela Baishakh, the Bengali new year, is the major festival of Bengali culture and sees widespread festivities. Of the major holidays celebrated in Bangladesh, only Pahela Baishakh comes without any pre-existing expectations (specific religious identity, a culture of gift-giving, etc.) and has become an occasion for celebrating the simpler, rural roots of Bengal. Other cultural festivals include Nabonno and Poush Parbon, Bengali harvest festivals.
The Muslim festivals of Eid al-Fitr, Eid al-Adha, Mawlid, Muharram, Chand Raat, Shab-e-Barat; the Hindu festivals of Durga Puja, Janmashtami and Rath Yatra; the Buddhist festival of Buddha Purnima, which marks the birth of Gautama Buddha, and the Christian festival of Christmas are national holidays in Bangladesh and see the most widespread celebrations in the country. The two Eids are celebrated with a long streak of public holidays and allow celebrating the festivals with their families outside the city.
Alongside national days like the remembrance of 21 February 1952 Language Movement Day (declared as International Mother Language Day by UNESCO in 1999), Independence Day and Victory Day. On Language Movement Day, people congregate at the Shaheed Minar in Dhaka to remember the national heroes of the Bengali Language Movement. Similar gatherings are observed at the National Martyrs' Memorial on Independence Day and Victory Day to remember the national heroes of the Bangladesh Liberation War. These occasions are celebrated with public ceremonies, parades, rallies by citizens, political speeches, fairs, concerts, and various other public and private events, celebrating the history and traditions of Bangladesh. TV and radio stations broadcast special programmes and patriotic songs. Many schools and colleges organise fairs, festivals, and concerts that draw the participation of citizens from all levels of Bangladeshi society.
=== Sports ===
In rural Bangladesh, several traditional indigenous sports such as Kabaddi, Boli Khela, Lathi Khela and Nouka Baich remain fairly popular. While Kabaddi is the national sport, Cricket is the most popular sport in the country. The national cricket team participated in their first Cricket World Cup in 1999 and the following year was granted Test cricket status. Bangladesh reached the quarter-final of the 2015 Cricket World Cup, the semi-final of the 2017 ICC Champions Trophy and they reached the final of the Asia Cup 3 times – in 2012, 2016, and 2018. Shakib Al Hasan is widely regarded as one of the greatest All-rounders in the history of Cricket and as one of the greatest Bangladeshi sportsman ever. On 9 February 2020, the Bangladesh youth national cricket team won the men's Under-19 Cricket World Cup, held in South Africa. This was Bangladesh's first World Cup victory. Women's Cricket saw significant progress in the 2010s decade in Bangladesh. In 2018, the Bangladesh women's national cricket team won the 2018 Women's Twenty20 Asia Cup defeating India women's national cricket team in the final.Football is also a leading sport in Bangladesh, and is governed by the Bangladesh Football Federation (BFF). Although football was seen as the most popular sport in the country before the 21st century, success in cricket has overshadowed its past popularity. The first instance of a national football team was the emergence of the Shadhin Bangla Team that toured throughout India playing a total of 16 friendly matches to raise international awareness about the Bangladesh Liberation War, in 1971. On 26 July 1971, the teams captain Zakaria Pintoo became the first person to hoist the Bangladesh flag on foreign land, before their match in Nadia district of West Bengal. After independence, the national football team also participated in the AFC Asian Cup (1980), becoming only the second South Asian team to do so. Bangladesh's most notable achievements in football include the 2003 SAFF Championship and 1999 South Asian Games. In 2022, the Bangladesh women's national football team won the 2022 SAFF Women's Championship.Bangladesh archers Ety Khatun and Roman Sana won several gold medals winning all the 10 archery events (both individual and team events) in the 2019 South Asian Games. The National Sports Council regulates 42 sporting federations. Chess is very popular in Bangladesh. Bangladesh has five grandmasters in chess. Among them, Niaz Murshed was the first grandmaster in South Asia. In 2010, mountain climber Musa Ibrahim became the first Bangladeshi climber to conquer Mount Everest. Wasfia Nazreen is the first Bangladeshi climber to climb the Seven Summits.Bangladesh hosts several international tournaments. Bangabandhu Cup is an international football tournament hosted in the country. Bangladesh hosted the South Asian Games several times. In 2011, Bangladesh co-hosted the ICC Cricket World Cup 2011 with India and Sri Lanka. Bangladesh solely hosted the 2014 ICC World Twenty20 championship. Bangladesh hosted the Asia Cup Cricket Tournament in 2000, 2012, 2014 and 2016.
=== Media and cinema ===
The Bangladeshi press is diverse, outspoken, and privately owned. Over 200 newspapers are published in the country. Bangladesh Betar is a state-run radio service. The British Broadcasting Corporation operates the popular BBC Bangla news and current affairs service. Bengali broadcasts from Voice of America are also very popular. Bangladesh Television (BTV) is a state-owned television network. More than 20 privately owned television networks, including several news channels. Freedom of the media remains a major concern due to government attempts at censorship and the harassment of journalists.
The cinema of Bangladesh dates back to 1898 when films began screening at the Crown Theatre in Dhaka. The first bioscope on the subcontinent was established in Dhaka that year. The Dhaka Nawab Family patronised the production of several silent films in the 1920s and 30s. In 1931, the East Bengal Cinematograph Society released the first full-length feature film in Bangladesh, titled Last Kiss. The first feature film in East Pakistan, Mukh O Mukhosh, was released in 1956. During the 1960s, 25–30 films were produced annually in Dhaka. By the 2000s, Bangladesh produced 80–100 films a year. While the Bangladeshi film industry has achieved limited commercial success, the country has produced notable independent filmmakers. Zahir Raihan was a prominent documentary maker assassinated in 1971. The late Tareque Masud is regarded as one of Bangladesh's outstanding directors for his critically acclaimed films on social issues. Masud was honoured by FIPRESCI at the 2002 Cannes Film Festival for his film The Clay Bird. Tanvir Mokammel, Mostofa Sarwar Farooki, Humayun Ahmed, Alamgir Kabir, and Chashi Nazrul Islam are some of the prominent directors of Bangladeshi cinema. Bangladesh has a very active film society culture. It started in 1963 in Dhaka. Now around 40 Film Societies are active all over Bangladesh. Federation of Film Societies of Bangladesh is the parent organisation of the film society movement of Bangladesh. Active film societies include the Rainbow Film Society, Children's Film Society, Moviyana Film Society, and Dhaka University Film Society.
=== Museums and libraries ===
The Varendra Research Museum is the oldest museum in Bangladesh. It houses important collections from both the pre-Islamic and Islamic periods, including the sculptures of the Pala-Sena School of Art and the Indus Valley civilisation, and Sanskrit, Arabic, and Persian manuscripts and inscriptions. The Ahsan Manzil, the former residence of the Nawab of Dhaka, is a national museum housing collections from the British Raj. It was the site of the founding conference of the All India Muslim League and hosted many British Viceroys in Dhaka.
The Tajhat Palace Museum preserves artifacts of the rich cultural heritage of North Bengal, including Hindu-Buddhist sculptures and Islamic manuscripts. The Mymensingh Museum houses the personal antique collections of Bengali aristocrats in central Bengal. The Ethnological Museum of Chittagong showcases the lifestyle of various tribes in Bangladesh. The Bangladesh National Museum is located in Ramna, Dhaka, and has a rich collection of antiquities. The Liberation War Museum documents the Bangladeshi struggle for independence and the 1971 genocide.
In ancient times, manuscripts were written on palm leaves, tree barks, parchment vellum, and terracotta plates and preserved at monasteries known as viharas. The Hussain Shahi dynasty established royal libraries during the Bengal Sultanate. Libraries were established in each district of Bengal by the Zamindar gentry during the Bengal Renaissance in the 19th century. The trend of establishing libraries continued until the beginning of World War II. In 1854, four major public libraries were opened, including the Bogra Woodburn Library, the Rangpur Public Library, the Jessore Institute Public Library, and the Barisal Public Library.
The Northbrook Hall Public Library was established in Dhaka in 1882 in honour of Lord Northbrook, the Governor-General. Other libraries inaugurated in the British period included the Victoria Public Library, Natore (1901), the Sirajganj Public Library (1882), the Rajshahi Public Library (1884), the Comilla Birchandra Library (1885), the Shah Makhdum Institute Public Library, Rajshahi (1891), the Noakhali Town Hall Public Library (1896), the Prize Memorial Library, Sylhet (1897), the Chittagong Municipality Public Library (1904) and the Varendra Research Library (1910). The Great Bengal Library Association was formed in 1925. The Central Public Library of Dhaka was established in 1959. The National Library of Bangladesh was established in 1972. The World Literature Centre, founded by Ramon Magsaysay Award winner Abdullah Abu Sayeed, is noted for operating numerous mobile libraries across Bangladesh and was awarded the UNESCO Jon, Amos Comenius Medal.
== See also ==
Index of Bangladesh-related articles
Outline of Bangladesh
== References ==
== Cited sources ==
Ahmed, Salahuddin (2004). Bangladesh: Past and Present. APH Publishing. ISBN 978-81-7648-469-5.
Baxter, Craig (1997). Bangladesh, from a Nation to a State. Westview Press. ISBN 978-0-8133-3632-9. OCLC 47885632.
Lewis, David (2011). Bangladesh: Politics, Economy and Civil Society. Cambridge University Press. ISBN 978-1-139-50257-3.
== Further reading ==
== External links ==
Government
Official website
Official Site of Bangladesh Investment Development AuthorityGeneral information
Bangladesh at the Encyclopædia Britannica
Bangladesh. The World Factbook. Central Intelligence Agency.
Bangladesh at Curlie
Bangladesh from the BBC News
Bangladesh from UCB Libraries GovPubs
Geographic data related to Bangladesh at OpenStreetMap
Wikimedia Atlas of Bangladesh
Key Development Forecasts for Bangladesh from International Futures
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Municipality
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A municipality is usually a single administrative division having corporate status and powers of self-government or jurisdiction as granted by national and regional laws to which it is subordinate.
The term municipality may also mean the governing body of a given municipality. A municipality is a general-purpose administrative subdivision, as opposed to a special-purpose district.
The term is derived from French municipalité and Latin municipalis. The English word municipality derives from the Latin social contract municipium (derived from a word meaning "duty holders"), referring to the Latin communities that supplied Rome with troops in exchange for their own incorporation into the Roman state (granting Roman citizenship to the inhabitants) while permitting the communities to retain their own local governments (a limited autonomy).
A municipality can be any political jurisdiction, from a sovereign state such as the Principality of Monaco, to a small village such as West Hampton Dunes, New York.
The territory over which a municipality has jurisdiction may encompass:
only one populated place such as a city, town, or village
several such places (e.g., early jurisdictions in the U.S. state of New Jersey (1798–1899) as townships governing several villages, municipalities of Mexico, municipalities of Colombia)
only parts of such places, sometimes boroughs of a city, such as the 34 municipalities of Santiago, Chile.
== Political powers ==
Powers of municipalities range from virtual autonomy to complete subordination to the state. Municipalities may have the right to tax individuals and corporations with income tax, property tax, and corporate income tax, but may also receive substantial funding from the state. In some European countries, such as Germany, municipalities have the constitutional right to supply public services through municipally-owned public utility companies.
== Terms in various countries ==
=== Municipality ===
Terms cognate with "municipality", mostly referring to territory or political structure, are Spanish municipio (Spain) and municipalidad (Chile), Catalan municipi, Portuguese município.
In Brazil, municipalities are the local governments, established through state legislations. They are the smallest territorial divisions holding administrative and legislative powers in the following decrescent order: Federation/Union > State > Municipality. Colloquially, the local population uses the terms municipality and city interchangeably.
=== Communes ===
In many countries, terms cognate with "commune" are used, referring to the community living in the area and the common interest. These include terms:
in Romance languages, such as French commune (France, French-speaking areas of Belgium and Switzerland, French-speaking countries of Africa, e.g. Benin), Italian comune, Romanian comună, and Spanish comuna (Chile);
in Germanic languages such as German Kommune (in political parlance), Swedish kommun, Faroese kommuna, Norwegian, Danish kommune;
the more remote cognates Gemeente in Dutch, Gemeng in Luxembourgish and Gemeinde in German (the official term);
Finnish kunta.
Ukrainian hromada.
and Polish gmina.The same terms "Gemeente" (Dutch) or Gemeinde (German) may be used for church congregations or parishes, for example, in the German and Dutch Protestant churches.
=== Other terms ===
In Greece, the word Δήμος (demos) is used, also meaning 'community'; the word is known in English from the compound democracy (rule of the people).
In some countries, the Spanish term ayuntamiento, referring to a municipality's administration building, is extended via synecdoche to denote the municipality itself. In Moldova and Romania, both municipalities (municipiu; urban administrative units) and communes (comună; rural units) exist, and a commune may be part of a municipality.In many countries, comparable entities may exist with various names.
=== English-speaking ===
In Australia, the term local government area (LGA) is used in place of the generic municipality. Here, the "LGA Structure covers only incorporated areas of Australia. Incorporated areas are legally designated parts of states and territories over which incorporated local governing bodies have responsibility."
In Canada, municipalities are local governments established through provincial and territorial legislation, usually within general municipal statutes. Types of municipalities within Canada include cities, district municipalities, municipal districts, municipalities, parishes, rural municipalities, towns, townships, villages, and villes among others. The province of Ontario has different tiers of municipalities, including lower, upper, and single tiers. Types of upper tier municipalities in Ontario include counties and regional municipalities. Nova Scotia also has regional municipalities, which include cities, counties, districts, or towns as municipal units.
In India, a municipality or Nagar Palika is an urban local body that administers a city of population 100,000 or more. However, there are exceptions to that, as previously municipalities were constituted in urban centers with population over 20,000, so all the urban bodies which were previously classified as municipality were reclassified as municipality even if their population was under 100,000. Under the Panchayati raj system, it interacts directly with the state government, though it is administratively part of the district it is located in. Generally, smaller district cities and bigger towns have a municipality. Municipalities are also a form of local self-government entrusted with some duties and responsibilities, as enshrined in the Constitutional (74th Amendment) Act,1992.
In the United Kingdom, the term was used until the Local Government Act 1972 came into effect in 1974 in England and Wales, and until 1975 in Scotland and 1976 in Northern Ireland, "both for a city or town which is organized for self-government under a municipal corporation, and also for the governing body itself. Such a corporation in Great Britain consists of a head as a mayor or provost, and of superior members, as aldermen and councillors". Since local government reorganisation, the unit in England, Northern Ireland and Wales is known as a district, and in Scotland as a council area. A district may be awarded borough or city status, or can retain its district title.
In Jersey, a municipality refers to the honorary officials elected to run each of the 12 parishes into which it is subdivided. This is the highest level of regional government in this jurisdiction.
In Trinidad and Tobago, "municipality" is usually understood as a city, town, or other local government unit, formed by municipal charter from the state as a municipal corporation. A town may be awarded borough status and, later on, may be upgraded to city status. Chaguanas, San Fernando, Port of Spain, Arima and Point Fortin are the 5 current municipalities in Trinidad and Tobago.
In the United States, "municipality" is usually understood as a city, town, village, or other local government unit, formed by municipal charter from the state as a municipal corporation. In a state law context, some U.S. state codes define "municipality" more widely, from the state itself to any political subdivisions given jurisdiction over an area that may include multiple populated places and unpopulated places (see also: Local government in the United States#Municipal governments).
=== Chinese-speaking ===
In the People's Republic of China, a direct-administered municipality (直辖市 in pinyin: zhíxiáshì) is a municipality with equal status to a province: Beijing Municipality, Chongqing Municipality, Shanghai Municipality, and Tianjin Municipality (see also: Direct-administered municipalities of China).
In the Republic of China (Taiwan), a special municipality (直轄市 in pinyin: zhíxiáshì) is a municipality with equal status to a province: Kaohsiung, New Taipei, Taichung, Tainan, Taipei, and Taoyuan (see also: Special municipality (Taiwan)).
== Municipalities by country ==
In Portuguese language usage, there are two words to distinguish the territory and the administrative organ. When referring to the territory, the word concelho is used, when referring to the organ of State, the word município is used. This differentiation is in use in Portugal and some of its former overseas provinces, but it is no longer in use in Brazil, where município refers to the territorial boundaries and prefeitura is its administrative organ.
== See also ==
Council of European Municipalities and Regions
Council–manager government
Creature of statute
Lists of municipalities
Mayor–council government
Municipal corporation
Cities portal
== References ==
== External links ==
Elton, Charles Isaac (1884). "Municipality" . Encyclopædia Britannica. Vol. 17 (9th ed.).
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Kenya
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Kenya, officially the Republic of Kenya (Swahili: Jamhuri ya Kenya), is a country in East Africa. A member of the Commonwealth with a population of more than 47.6 million in the 2019 census, Kenya is the 28th most populous country in the world and 7th most populous in Africa. Kenya's capital and largest city is Nairobi, while its oldest and second largest city, which until 1907 was also Kenya's first capital city, is the coastal city of Mombasa which includes Mombasa Island in the Indian Ocean and the surrounding mainland. Kisumu is the third-largest city and also an inland port in the Winam Gulf which, along with its numerous bays and human settlements, is one of the important maritime transport, fishing, farming, commercial, history and tourism hubs on Lake Victoria. As of 2020, Kenya is the third-largest economy in sub-Saharan Africa after Nigeria and South Africa. Kenya is bordered by South Sudan to the northwest, Ethiopia to the north, Somalia to the east, Uganda to the west, Tanzania to the south, and the Indian Ocean to the southeast. Its geography, climate and population vary widely, ranging from cold snow-capped mountaintops (Batian, Nelion and Point Lenana on Mount Kenya) with vast surrounding forests, wildlife and fertile agricultural regions to temperate climates in western and rift valley counties and further on to dry less fertile arid and semi-arid areas and absolute deserts (Chalbi Desert and Nyiri Desert).
Kenya's earliest inhabitants were hunter-gatherers, like the present-day Hadza people. According to archaeological dating of associated artifacts and skeletal material, Cushitic speakers first settled in Kenya's lowlands between 3,200 and 1,300 BC, a phase known as the Lowland Savanna Pastoral Neolithic. Nilotic-speaking pastoralists (ancestral to Kenya's Nilotic speakers) began migrating from present-day South Sudan into Kenya around 500 BC. Bantu people settled at the coast and the interior between 250 BC and 500 AD. European contact began in 1500 AD with the Portuguese Empire, and effective colonisation of Kenya began in the 19th century during the European exploration of the interior. Modern-day Kenya emerged from a protectorate established by the British Empire in 1895 and the subsequent Kenya Colony, which began in 1920. Numerous disputes between the UK and the colony led to the Mau Mau revolution, which began in 1952, and the declaration of independence in 1963. After independence, Kenya remained a member of the Commonwealth of Nations. The current constitution was adopted in 2010 and replaced the 1963 independence constitution.
Kenya is a presidential representative democratic republic, in which elected officials represent the people and the president is the head of state and government. Kenya is a member of the United Nations, Commonwealth of Nations, World Bank, International Monetary Fund, COMESA, International Criminal Court, as well as other international organisations. With a GNI of 1,840, Kenya is a lower-middle-income economy. Kenya's economy is the largest in eastern and central Africa, with Nairobi serving as a major regional commercial hub. Agriculture is the largest sector: tea and coffee are traditional cash crops, while fresh flowers are a fast-growing export. The service industry is also a major economic driver, particularly tourism. Kenya is a member of the East African Community trade bloc, though some international trade organisations categorise it as part of the Greater Horn of Africa. Africa is Kenya's largest export market, followed by the European Union.
== Etymology ==
The Republic of Kenya is named after Mount Kenya. The earliest recorded version of the modern name was written by German explorer Johann Ludwig Krapf in the 19th century. While travelling with a Kamba caravan led by the long-distance trader Chief Kivoi, Krapf spotted the mountain peak and asked what it was called. Kivoi told him "Kĩ-Nyaa" or "Kĩĩma- Kĩĩnyaa", probably because the pattern of black rock and white snow on its peaks reminded him of the feathers of the male ostrich. In archaic Kikuyu the word 'nyaga' or more commonly 'manyaganyaga' is used to describe an extremely bright object. The Agikuyu, who inhabit the slopes of Mt. Kenya, call it Kĩrĩma Kĩrĩnyaga (literally 'the mountain with brightness') in Kikuyu, while the Embu call it "Kirenyaa". All three names have the same meaning.Ludwig Krapf recorded the name as both Kenia and Kegnia. Some have said that this was a precise notation of the African pronunciation . An 1882 map drawn by Joseph Thompsons, a Scottish geologist and naturalist, indicated Mt. Kenya as Mt. Kenia. The mountain's name was accepted, pars pro toto, as the name of the country. It did not come into widespread official use during the early colonial period, when the country was referred to as the East African Protectorate. The official name was changed to the Colony of Kenya in 1920.
== History ==
=== Human prehistory ===
Hominids such as Homo habilis (1.8 to 2.5 million years ago) and Homo erectus (1.9 million to 350,000 years ago) are possible direct ancestors of modern Homo sapiens, and lived in Kenya in the Pleistocene epoch. During excavations at Lake Turkana in 1984, paleoanthropologist Richard Leakey, assisted by Kamoya Kimeu, discovered the Turkana Boy, a 1.6-million-year-old Homo erectus fossil. East Africa, including Kenya, is one of the earliest regions where modern humans (Homo sapiens) are believed to have lived. Evidence was found in 2018, dating to about 320,000 years ago, of the early emergence of modern behaviours, including long-distance trade networks (involving goods such as obsidian), the use of pigments, and the possible making of projectile points. The authors of three 2018 studies on the site suggest that complex and modern behaviours had already begun in Africa around the time of the emergence of Homo sapiens.
=== Neolithic ===
The first inhabitants of present-day Kenya were hunter-gatherer groups, akin to the modern Khoisan speakers. These people were later largely replaced by agropastoralist Cushitic (ancestral to Kenya's Cushitic speakers) from the Horn of Africa. During the early Holocene, the regional climate shifted from dry to wetter conditions, providing an opportunity for the development of cultural traditions such as agriculture and herding, in a more favourable environment.Around 500 BC, Nilotic-speaking pastoralists (ancestral to Kenya's Nilotic speakers) started migrating from present-day southern Sudan into Kenya. Nilotic groups in Kenya include the Kalenjin, Samburu, Luo, Turkana, and Maasai.By the first millennium AD, Bantu-speaking farmers had moved into the region, initially along the coast. The Bantus originated in West Africa along the Benue River in what is now eastern Nigeria and western Cameroon. The Bantu migration brought new developments in agriculture and ironworking to the region. Bantu groups in Kenya include the Kikuyu, Luhya, Kamba, Kisii, Meru, Kuria, Aembu, Ambeere, Wadawida-Watuweta, Wapokomo, and Mijikenda, among others.
Notable prehistoric sites in the interior of Kenya include the (possibly archaeoastronomical) site Namoratunga on the west side of Lake Turkana and the walled settlement of Thimlich Ohinga in Migori County.
=== Swahili trade period ===
The Kenyan coast had served as host to communities of ironworkers and Bantu subsistence farmers, hunters, and fishers who supported the economy with agriculture, fishing, metal production, and trade with foreign countries. These communities formed the earliest city-states in the region, which were collectively known as Azania.By the 1st century CE, many of the city-states such as Mombasa, Malindi, and Zanzibar began to establish trading relations with Arabs. This led to the increased economic growth of the Swahili states, the introduction of Islam, Arabic influences on the Swahili Bantu language, cultural diffusion, as well as the Swahili city-states becoming members of a larger trade network. Many historians had long believed that the city-states were established by Arab or Persian traders, but archaeological evidence has led scholars to recognise the city-states as an indigenous development which, though subjected to foreign influence due to trade, retained a Bantu cultural core.The Kilwa Sultanate was a medieval sultanate centred at Kilwa, in modern-day Tanzania. At its height, its authority stretched over the entire length of the Swahili Coast, including Kenya. It was said to be founded in the 10th century by Ali ibn al-Hassan Shirazi, a Persian Sultan from Shiraz in southern Iran. However, scholars have suggested that claims of Arab or Persian origin of city-states were attempts by the Swahili to legitimise themselves both locally and internationally. Since the 10th century, rulers of Kilwa would go on to build elaborate coral mosques and introduce copper coinage.Swahili, a Bantu language with Arabic, Persian, and other Middle-Eastern and South Asian loanwords, later developed as a lingua franca for trade between the different peoples. Since the turn of the 20th century, Swahili has adopted numerous loanwords and calques from English, many of them originating during English colonial rule.
=== Early Portuguese colonization ===
The Swahili built Mombasa into a major port city and established trade links with other nearby city-states, as well as commercial centres in Persia, Arabia, and even India. By the 15th-century, Portuguese voyager Duarte Barbosa claimed that "Mombasa is a place of great traffic and has a good harbour in which there are always moored small craft of many kinds and also great ships, both of which are bound from Sofala and others which come from Cambay and Melinde and others which sail to the island of Zanzibar."In the 17th century, the Swahili coast was conquered and came under the direct rule of the Omani Arabs, who expanded the slave trade to meet the demands of plantations in Oman and Zanzibar. Initially, these traders came mainly from Oman, but later many came from Zanzibar (such as Tippu Tip). In addition, the Portuguese started buying slaves from the Omani and Zanzibari traders in response to the interruption of the transatlantic slave trade by British abolitionists.
Throughout the centuries, the Kenyan coast has played host to many merchants and explorers. Among the cities that line the Kenyan coast is Malindi. It has remained an important Swahili settlement since the 14th century and once rivalled Mombasa for dominance in the African Great Lakes region. Malindi has traditionally been a friendly port city for foreign powers. In 1414, the Chinese trader and explorer Zheng He, representing the Ming Dynasty, visited the East African coast on one of his last 'treasure voyages'. Malindi authorities also welcomed the Portuguese explorer Vasco da Gama in 1498.
=== 18th and 19th centuries ===
During the 18th and 19th century C.E, the Masai people moved into what is now modern-day central Kenya, from a region north of Lake Rudolf (now Lake Turkana). Although there were not many, they managed to conquer a great amount of Bantu-speaking peoples, who did not put up much resistance. The Nandi peoples managed to oppose the Masai, while the Taveta peoples fled to the forests on the eastern edge of Mount Kilimanjaro, along with the Kikuyu peoples, although they later were forced to leave the land due to the threat of smallpox. An outbreak of either rinderpest or pleuropneumonia greatly affected the Masai's cattle, while an epidemic of smallpox affected the Masai themselves. After the death of the Masai Mbatian, the chief laibon (medicine man), the Masai split into warring factions. There was much strife between the Nilotic (Masai) and Bantu peoples; however, cooperation between such groups as the Luo people, Luhya people, and Gusii people is evinced by shared vocabulary for modern implements and similar economic regimes. Although Arab traders remained in the area, trade routes were disrupted by the hostile Masai, though there was trade in ivory between these factions. The first foreigners to successfully get past the Masai were Johann Ludwig Krapf and Johannes Rebmann, two German missionaries who established a mission in Rabai, not too far from Mombasa. The pair were the first Europeans to sight Mount Kenya.
=== German Protectorate (1885–1890) ===
The colonial history of Kenya dates from the establishment of a German Empire protectorate over the Sultan of Zanzibar's coastal possessions in 1885, followed by the arrival of the Imperial British East Africa Company in 1888. Imperial rivalry was prevented by the Heligoland–Zanzibar Treaty, Germany handed its East African coastal holdings to Britain in 1890.
=== British Kenya (1888–1962) ===
The transfer by Germany to Britain was followed by the building of the Uganda Railway passing through the country.The building of the railway was resisted by some ethnic groups—notably the Nandi, led by Orkoiyot Koitalel Arap Samoei from 1890 to 1900—but the British eventually built it. The Nandi were the first ethnic group to be put in a native reserve to stop them from disrupting the building of the railway.During the railway construction era, there was a significant influx of Indian workers, who provided the bulk of the skilled manpower required for construction. They and most of their descendants later remained in Kenya and formed the core of several distinct Indian communities, such as the Ismaili Muslim and Sikh communities. While building the railway through Tsavo, a number of the Indian railway workers and local African labourers were attacked by two lions known as the Tsavo maneaters.At the outbreak of World War I in August 1914, the governors of British East Africa (as the protectorate was generally known) and German East Africa initially agreed on a truce in an attempt to keep the young colonies out of direct hostilities. But Lieutenant Colonel Paul von Lettow-Vorbeck, the German military commander, determined to tie down as many British resources as possible. Completely cut off from Germany, Lettow-Vorbeck conducted an effective guerrilla warfare campaign, living off the land, capturing British supplies, and remaining undefeated. He eventually surrendered in Northern Rhodesia (today Zambia) 14 days after the Armistice was signed in 1918.
To chase von Lettow, the British deployed the British Indian Army troops from India but needed large numbers of porters to overcome the formidable logistics of transporting supplies far into the interior on foot. The Carrier Corps was formed and ultimately mobilised over 400,000 Africans, contributing to their long-term politicisation.In 1920, the East Africa Protectorate was turned into a colony and renamed Kenya after its highest mountain.During the early part of the 20th century, the interior central highlands were settled by British and other European farmers, who became wealthy farming coffee and tea. One depiction of this period of change from a colonist's perspective is found in the memoir Out of Africa by Danish author Baroness Karen von Blixen-Finecke, published in 1937. By the 1930s, approximately 30,000 white settlers lived in the area and gained a political voice because of their contribution to the market economy.The central highlands were already home to over a million members of the Kikuyu people, most of whom had no land claims in European terms and lived as itinerant farmers. To protect their interests, the settlers banned the growing of coffee and introduced a hut tax, and the landless were granted less and less land in exchange for their labour. A massive exodus to the cities ensued as their ability to make a living from the land dwindled. By the 1950s, there were 80,000 white settlers living in Kenya.Throughout World War II, Kenya was an important source of manpower and agriculture for the United Kingdom. Kenya itself was the site of fighting between Allied forces and Italian troops in 1940–41, when Italian forces invaded. Wajir and Malindi were bombed as well.
=== Mau Mau Uprising ===
From October 1952 to December 1959, Kenya was in a state of emergency arising from the Mau Mau rebellion against British rule. The Mau Mau, also known as the Kenya Land and Freedom Army, were primarily Kikuyu people. During the colonial administration's crackdown, over 11,000 rebel fighters had been killed, along with 100 British troops and 2,000 Kenyan loyalist soldiers. The governor requested and obtained British and African troops, including the King's African Rifles. The British began counter-insurgency operations. In May 1953, General Sir George Erskine took charge as commander-in-chief of the colony's armed forces, with the personal backing of Winston Churchill.The capture of Waruhiu Itote (nom de guerre "General China") on 15 January 1954 and the subsequent interrogation led to a better understanding of the Mau Mau command structure for the British. Operation Anvil opened on 24 April 1954, after weeks of planning by the army with the approval of the War Council. The operation effectively placed Nairobi under military siege. Nairobi's occupants were screened and suspected Mau Mau supporters moved to detention camps. More than 80,000 Kikuyu were held in detention camps without trial, often subject to brutal treatment. The Home Guard formed the core of the government's strategy as it was composed of loyalist Africans, not foreign forces such as the British Army and King's African Rifles.The capture of Dedan Kimathi on 21 October 1956 in Nyeri signified the ultimate defeat of the Mau Mau and essentially ended the military offensive. During this period, substantial governmental changes to land tenure occurred. The most important of these was the Swynnerton Plan, which was used to both reward loyalists and punish Mau Mau. This left roughly 1/3rd of Kikuyu bereft of any tenancy land arrangement and thus propertyless at the time of independence.
=== Somalis of Kenya referendum, 1962 ===
Before Kenya got its independence, Somali ethnic people in present-day Kenya in the areas of Northern Frontier Districts petitioned Her Majesty's Government not to be included in Kenya. The colonial government decided to hold Kenya's first referendum in 1962 to check the willingness of Somalis in Kenya to join Somalia.The result of the referendum showed that 86% of Somalis in Kenya wanted to join Somalia, but the British colonial administration rejected the result and the Somalis remained in Kenya.
=== Independence ===
The first direct elections for native Kenyans to the Legislative Council took place in 1957.
Despite British hopes of handing power to "moderate" local rivals, it was the Kenya African National Union (KANU) of Jomo Kenyatta that formed a government. The Colony of Kenya and the Protectorate of Kenya each came to an end on 12 December 1963, with independence conferred on all of Kenya. The U.K. ceded sovereignty over the Colony of Kenya. The Sultan of Zanzibar agreed that simultaneous with independence for the colony, he would cease to have sovereignty over the Protectorate of Kenya so that all of Kenya would become one sovereign state. In this way, Kenya became an independent country under the Kenya Independence Act 1963 of the United Kingdom. On 12 December 1964, Kenya became a republic under the name "Republic of Kenya".Concurrently, the Kenyan army fought the Shifta War against ethnic Somali rebels inhabiting the Northern Frontier District who wanted to join their kin in the Somali Republic to the north. A ceasefire was eventually reached with the signing of the Arusha Memorandum in October 1967, but relative insecurity prevailed through 1969. To discourage further invasions, Kenya signed a defence pact with Ethiopia in 1969, which is still in effect.
=== First presidency ===
On 12 December 1964, the Republic of Kenya was proclaimed, and Jomo Kenyatta became Kenya's first president. Under Kenyatta, corruption became widespread throughout the government, civil service, and business community. Kenyatta and his family were tied up with this corruption as they enriched themselves through the mass purchase of property after 1963. Their acquisitions in the Central, Rift Valley, and Coast Provinces aroused great anger among landless Kenyans. His family used his presidential position to circumvent legal or administrative obstacles to acquiring property. The Kenyatta family also heavily invested in the coastal hotel business, with Kenyatta personally owning the Leonard Beach Hotel.Kenyatta's mixed legacy was highlighted at the 10-year anniversary of Kenya's independence. A December 1973 article in The New York Times praised Kenyatta's leadership and Kenya for emerging as a model of pragmatism and conservatism. Kenya's GDP had increased at an annual rate of 6.6%, higher than the population growth rate of more than 3%. But Amnesty International responded to the article by stating the cost of the stability in terms of human rights abuses. The opposition party started by Oginga Odinga—Kenya People's Union (KPU)—was banned in 1969 after the Kisumu Massacre and KPU leaders were still in detention without trial in gross violation of the U.N. Declaration of Human Rights. The Kenya Students Union, Jehovah Witnesses and all opposition parties were outlawed. Kenyatta ruled until his death on 22 August 1978.
=== Moi era ===
After Kenyatta died, Daniel arap Moi became president. He retained the presidency, running unopposed in elections held in 1979, 1983 (snap elections), and 1988, all of which were held under the single-party constitution. The 1983 elections were held a year early, and were a direct result of a failed military coup on 2 August 1982.
The 1982 coup was masterminded by a low-ranking Air Force serviceman, Senior Private Hezekiah Ochuka, and was staged mainly by enlisted men of the Air Force. It was quickly suppressed by forces commanded by Chief of General Staff Mahamoud Mohamed, a veteran Somali military official. They included the General Service Unit (GSU)—a paramilitary wing of the police—and later the regular police.
On the heels of the Garissa Massacre of 1980, Kenyan troops committed the Wagalla massacre in 1984 against thousands of civilians in Wajir County. An official probe into the atrocities was later ordered in 2011.The election held in 1988 saw the advent of the mlolongo (queuing) system, where voters were supposed to line up behind their favoured candidates instead of casting a secret ballot. This was seen as the climax of a very undemocratic regime and led to widespread agitation for constitutional reform. Several contentious clauses, including the one that allowed for only one political party, were changed in the following years.
=== Transition to multiparty democracy ===
In 1991, Kenya transitioned to a multiparty political system after 26 years of single-party rule. On 28 October 1992, Moi dissolved parliament, five months before the end of his term. As a result, preparations began for all elective seats in parliament as well as the president. The election was scheduled to take place on 7 December 1992, but delays led to its postponement to 29 December. Apart from KANU, the ruling party, other parties represented in the elections included FORD Kenya and FORD Asili. This election was marked by large-scale intimidation of opponents and harassment of election officials. It resulted in an economic crisis propagated by ethnic violence as the president was accused of rigging electoral results to retain power. This election was a turning point for Kenya as it signified the beginning of the end of Moi's leadership and the rule of KANU. Moi retained the presidency and George Saitoti became vice president. Although it held on to power, KANU won 100 seats and lost 88 seats to the six opposition parties.The 1992 elections marked the beginning of multiparty politics after more than 25 years of KANU rule. Following skirmishes in the aftermath of the elections, 5,000 people were killed and another 75,000 displaced from their homes. In the next five years, many political alliances were formed in preparation for the next elections. In 1994, Jaramogi Oginga Odinga died and several coalitions joined his FORD Kenya party to form a new party, United National Democratic Alliance. This party was plagued with disagreements. In 1995, Richard Leakey formed the Safina party, but it was denied registration until November 1997.In 1996, KANU revised the constitution to allow Moi to remain president for another term. Subsequently, Moi stood for reelection and won a 5th term in 1997. His win was strongly criticised by his major opponents, Kibaki and Odinga, as fraudulent. Following this win, Moi was constitutionally barred from another presidential term. Beginning in 1998, he attempted to influence the country's succession politics to have Uhuru Kenyatta elected in the 2002 elections.
=== President Kibaki and the road to a new constitution ===
Moi's plan to be replaced by Uhuru Kenyatta failed, and Mwai Kibaki, running for the opposition coalition "National Rainbow Coalition" (NARC), was elected president. David Anderson (2003) reports the elections were judged free and fair by local and international observers, and seemed to mark a turning point in Kenya's democratic evolution.In 2005, Kenyans rejected a plan to replace the 1963 independence constitution with a new one. As a result, the elections of 2007 took place following the procedure set by the old constitution. Kibaki was reelected in highly contested elections marred by political and ethnic violence. The main opposition leader, Raila Odinga, claimed the election was rigged and that he was the rightfully elected president. In the ensuing violence, 1,500 people were killed and another 600,000 internally displaced, making it the worst post-election violence in Kenya. To stop the death and displacement of people, Kibaki and Odinga agreed to work together, with the latter taking the position of a prime minister. This made Odinga the second prime minister of Kenya.
In July 2010, Kenya partnered with other East African countries to form the new East African Common Market within the East African Community. In 2011, Kenya began sending troops to Somalia to fight the terror group Al-Shabaab. In mid-2011, two consecutive missed rainy seasons precipitated the worst drought in East Africa in 60 years. The northwestern Turkana region was especially affected, with local schools shut down as a result. The crisis was reportedly over by early 2012 because of coordinated relief efforts. Aid agencies subsequently shifted their emphasis to recovery initiatives, including digging irrigation canals and distributing plant seeds.In August 2010, Kenyans held a referendum and passed a new constitution, which limited presidential powers and devolved the central government. Following the passage of the new constitution, Kenya became a presidential representative democratic republic, whereby the President of Kenya is both head of state and head of government, and of a multi-party system. The new constitution also states that executive powers are exercised by the executive branch of government, headed by the president, who chairs a cabinet composed of people chosen from outside parliament. Legislative power is vested exclusively in Parliament. The judiciary is independent of the executive and the legislature.
=== Kenyatta presidency ===
After Kibaki's tenure ended in 2013, Kenya held its first general elections after the 2010 constitution had been passed. Uhuru Kenyatta won in a disputed election result, leading to a petition by the opposition leader, Raila Odinga. The supreme court upheld the election results and Kenyatta began his term with William Ruto as deputy president. Despite this ruling, the Supreme Court and the head of the Supreme Court were seen as powerful institutions that could check the powers of the president.In 2017, Kenyatta won a second term in office in another disputed election. Odinga again petitioned the results in the Supreme Court, accusing the Independent Electoral and Boundaries Commission of mismanagement of the elections and Kenyatta and his party of rigging. The Supreme Court overturned the election results in what became a landmark ruling in Africa and one of the very few in the world in which the results of a presidential elections were annulled. This ruling solidified the position of the Supreme Court as an independent body. Consequently, Kenya had a second round of elections for the presidential position, in which Kenyatta emerged the winner after Odinga refused to participate, citing irregularities.In March 2018, a historic handshake between Kenyatta and his longtime opponent Odinga signaled a period of reconciliation followed by economic growth and increased stability. Between 2019 and 2021, Kenyatta and Odinga combined efforts to promote major changes to the Kenyan constitution, labelled the "Building Bridges Initiative" (BBI), saying that their efforts were to improve inclusion and overcome the country's winner-take-all election system that often resulted in post-election violence. The BBI proposal called for broad expansion of the legislative and executive branches, including the creation of a prime minister with two deputies and an official leader of the opposition, reverting to selecting cabinet ministers from among the elected Members of Parliament, establishment of up to 70 new constituencies, and addition of up to 300 unelected members of Parliament (under an "affirmative action" plan).Critics saw this as an unnecessary attempt to reward political dynasties and blunt the efforts of Deputy President Willian Ruto (Odinga's rival for the next presidency) and bloat the government at an exceptional cost to the debt-laded country. Ultimately, in May 2021, the Kenyan High Court ruled that the BBI constitutional reform effort was unconstitutional, because it was not truly a popular initiative, but rather an effort of the government. The court sharply criticized Kenyatta for the attempt, laying out grounds for his being sued, personally, or even impeached (though the Parliament, which had passed the BBI, was unlikely to do that). The ruling was seen as a major defeat for both Kenyatta (soon to leave office), and Odinga (expected to seek the presidency), but a boon to Odinga's future presidential-election rival, Ruto. On 20 August 2021, Kenya's Court of Appeal again upheld the High Court Judgment of May 2021, which was appealed by the BBI Secretariat.
=== Ruto presidency ===
In August 2022, Deputy President William Ruto narrowly won the presidential election. He took 50.5% of the vote. His main rival, Raila Odinga, got 48.8% of the vote. On 13 September 2022, William Ruto was sworn in as Kenya's fifth president.
== Geography ==
At 580,367 km2 (224,081 sq mi), Kenya is the world's 47th-largest country (after Madagascar). It lies between latitudes 5°N and 5°S, and longitudes 34° and 42°E. From the coast on the Indian Ocean, the low plains rise to central highlands which are bisected by the Great Rift Valley, and fertile plateaus lie on either side, around Lake Victoria and to the east.The Kenyan Highlands are one of the most successful agricultural production regions in Africa. The highlands are the site of the highest point in Kenya and the second highest peak on the continent: Mount Kenya, which reaches a height of 5,199 m (17,057 ft) and is the site of glaciers. Mount Kilimanjaro (5,895 m or 19,341 ft) can be seen from Kenya to the south of the Tanzanian border.
=== Climate ===
Kenya's climate varies from tropical along the coast to temperate inland to arid in the north and northeast parts of the country. The area receives a great deal of sunshine every month. It is usually cool at night and early in the morning inland at higher elevations.
The "long rains" season occurs from March/April to May/June. The "short rains" season occurs from October to November/December. The rainfall is sometimes heavy and often falls in the afternoons and evenings. Climate change is altering the natural pattern of the rainfall period, causing an extension of the short rains, which has begat floods, and reducing the drought cycle from every ten years to annual events, producing strong droughts such as the 2008–09 Kenya Drought.The temperature remains high throughout these months of tropical rain. The hottest period is February and March, leading into the season of the long rains, and the coldest is in July, until mid-August.
=== Wildlife ===
Kenya has considerable land area devoted to wildlife habitats, including the Masai Mara, where blue wildebeest and other bovids participate in a large-scale annual migration. More than one million wildebeest and 200,000 zebras participate in the migration across the Mara River.The "Big Five" game animals of Africa, that is the lion, leopard, buffalo, rhinoceros, and elephant, can be found in Kenya and in the Masai Mara in particular. A significant population of other wild animals, reptiles, and birds can be found in the national parks and game reserves in the country. The annual animal migration occurs between June and September, with millions of animals taking part, attracting valuable foreign tourism. Two million wildebeest migrate a distance of 2,900 kilometres (1,802 mi) from the Serengeti in neighbouring Tanzania to the Masai Mara in Kenya, in a constant clockwise fashion, searching for food and water supplies. This Serengeti Migration of the wildebeest is listed among the Seven Natural Wonders of Africa.Kenya had a 2019 Forest Landscape Integrity Index mean score of 4.2/10, ranking it 133rd globally out of 172 countries.
== Government and politics ==
Kenya is a presidential representative democratic republic with a multi-party system. The president is both the head of state and head of government. Executive power is exercised by the government. Legislative power is vested in both the government and the National Assembly and the Senate. The Judiciary is independent of the executive and the legislature. There has been growing concern, especially during former president Daniel arap Moi's tenure, that the executive was increasingly meddling with the affairs of the judiciary.Kenya has high levels of corruption according to Transparency International's Corruption Perceptions Index (CPI), a metric which attempts to gauge the prevalence of public-sector corruption in various countries. In 2019, the nation placed 137th out of 180 countries in the index, with a score of 28 out of 100. But there are several rather significant developments with regard to curbing corruption from the Kenyan government, for instance the establishment of a new and independent Ethics and Anti-Corruption Commission (EACC).
Following general elections held in 1997, the Constitution of Kenya Review Act, designed to pave the way for more comprehensive amendments to the Kenyan constitution, was passed by the national parliament.In December 2002, Kenya held democratic and open elections, which were judged free and fair by most international observers. The 2002 elections marked an important turning point in Kenya's democratic evolution in that power was transferred peacefully from the Kenya African National Union (KANU), which had ruled the country since independence, to the National Rainbow Coalition (NARC), a coalition of political parties.
Under the presidency of Mwai Kibaki, the new ruling coalition promised to focus its efforts on generating economic growth, combating corruption, improving education, and rewriting its constitution. A few of these promises have been met. There is free primary education. In 2007, the government issued a statement declaring that from 2008, secondary education would be heavily subsidised, with the government footing all tuition fees.
=== 2013 elections and new government ===
Under the new constitution and with President Kibaki prohibited by term limits from running for a third term, Deputy Prime Minister Uhuru Kenyatta ran for office. He won with 50.51% of the vote in March 2013.
In December 2014, President Kenyatta signed a Security Laws Amendment Bill, which supporters of the law suggested was necessary to guard against armed groups. Opposition politicians, human rights groups, and nine Western countries criticised the security bill, arguing that it infringed on democratic freedoms. The governments of the United States, the United Kingdom, Germany, and France also collectively issued a press statement cautioning about the law's potential impact. Through the Jubilee Coalition, the Bill was later passed on 19 December in the National Assembly under acrimonious circumstances.
=== Foreign relations ===
Kenya has close ties with its fellow Swahili-speaking neighbours in the African Great Lakes region. Relations with Uganda and Tanzania are generally strong, as the three nations work toward economic and social integration through common membership in the East African Community.
Relations with Somalia have historically been tense, although there has been some military co-ordination against Islamist insurgents. Kenya has good relations with the United Kingdom. Kenya is one of the most pro-American nations in Africa, and the wider world.With International Criminal Court trial dates scheduled in 2013 for both President Kenyatta and Deputy President William Ruto related to the 2007 election aftermath, US president Barack Obama chose not to visit the country during his mid-2013 African trip. Later in the summer, Kenyatta visited China at the invitation of President Xi Jinping after a stop in Russia and not having visited the United States as president. In July 2015, Obama visited Kenya, the first American president to visit the country while in office.The British Army Training Unit Kenya (BATUK) is used for the training of British infantry battalions in the arid and rugged terrain of the Great Rift Valley.
=== Armed forces ===
The Kenya Defence Forces are the armed forces of Kenya. The Kenya Army, Kenya Navy, and Kenya Air Force compose the National Defence Forces. The current Kenya Defence Forces were established, and its composition laid out, in Article 241 of the 2010 Constitution of Kenya; the KDF is governed by the Kenya Defence Forces Act of 2012. The President of Kenya is the commander-in-chief of all the armed forces.
The armed forces are regularly deployed in peacekeeping missions around the world. Further, in the aftermath of the national elections of December 2007 and the violence that subsequently engulfed the country, a commission of inquiry, the Waki Commission, commended its readiness and adjudged it to "have performed its duty well." Nevertheless, there have been serious allegations of human rights violations, most recently while conducting counter-insurgency operations in the Mt Elgon area and also in the district of Mandera central.Kenya's armed forces, like many government institutions in the country, have been tainted by corruption allegations. Because the operations of the armed forces have been traditionally cloaked by the ubiquitous blanket of "state security", the corruption has been hidden from public view, and thus less subject to public scrutiny and notoriety. This has changed recently. In what are by Kenyan standards unprecedented revelations, in 2010, credible claims of corruption were made with regard to recruitment and procurement of armoured personnel carriers. Further, the wisdom and prudence of certain decisions of procurement have been publicly questioned.
=== Administrative divisions ===
Kenya is divided into 47 semi-autonomous counties that are headed by governors. These 47 counties form the first-order divisions of Kenya.
The smallest administrative units in Kenya are called locations. Locations often coincide with electoral wards. Locations are usually named after their central villages/towns. Many larger towns consist of several locations. Each location has a chief, appointed by the state.
Constituencies are an electoral subdivision, with each county comprising a whole number of constituencies. An interim boundaries commission was formed in 2010 to review the constituencies and in its report, it recommended the creation of an additional 80 constituencies. Previous to the 2013 elections, there were 210 constituencies in Kenya.
=== Human rights ===
Homosexual acts are illegal in Kenya and punishable by up to 14 years in prison, though the state often turns a blind eye to prosecuting gay people. According to a 2020 survey by the Pew Research Center, 83% of Kenyans believe that homosexuality should not be accepted by society. While addressing a joint press conference together with President Barack Obama in 2015, President Kenyatta declined to assure Kenya's commitment to gay rights, saying that "the issue of gay rights is really a non-issue... But there are some things that we must admit we don't share. Our culture, our societies don't accept."In November 2008, WikiLeaks brought wide international attention to The Cry of Blood report, which documents the extrajudicial killing of gangsters by the Kenyan police. In the report, the Kenya National Commission on Human Rights (KNCHR) reported these in their key finding "e)", stating that the forced disappearances and extrajudicial killings appeared to be official policy sanctioned by the political leadership and the police.
== Economy ==
Kenya's macroeconomic outlook has steadily posted robust growth over the past few decades mostly from road, rail, air and water transport infrastructure projects as well as massive investments in Information and Communication Technology. However, much of this growth has come from cash flows diverted from ordinary Kenyan pockets at the microeconomic level through targeted monetary and fiscal measures coupled with poor management, corruption, massive theft of public funds, overlegislation and an ineffective judiciary resulting in diminished incomes in ordinary households and small businesses, unemployment, underemployment and general discontent across multiple sectors. Kenya ranks poorly on the Fragile States Index at number 25 out of 178 countries, ranked in 2019, and is placed in the ALERT category. In 2014, the country's macroeconomic indicators were re-based, causing the GDP to shift upwards to low-middle-income country status.
Despite government assurances to the contrary, the Kenyan government is currently broke and struggling to meet its financial obligations. Junior government employees at both national and county levels are the hardest hit and have not received their monthly salaries, benefits and deductions for up to six months or more. There is conflicting data on the state of the economy from different government agencies with official data not reflecting record inflation and very high prices of food and other basic commodities.Kenya has a Human Development Index (HDI) of 0.555 (medium), ranked 145 out of 186 in the world. As of 2005, 17.7% of Kenyans lived on less than $1.25 a day. In 2017, Kenya ranked 92nd in the World Bank ease of doing business rising from 113rd in 2016 (of 190 countries). The important agricultural sector is one of the least developed and largely inefficient, employing 75% of the workforce compared to less than 3% in the food secure developed countries. Kenya is usually classified as a frontier market or occasionally an emerging market, but it is not one of the least developed countries.
The economy has seen much expansion, seen by strong performance in tourism, higher education, and telecommunications, and decent post-drought results in agriculture, especially the vital tea sector. Kenya's economy grew by more than 7% in 2007, and its foreign debt was greatly reduced. This changed immediately after the disputed presidential election of December 2007, following the chaos which engulfed the country.
Telecommunications and financial activity over the last decade now comprise 62% of GDP. 22% of GDP still comes from the unreliable agricultural sector which employs 75% of the labour force (a characteristic of under-developed economies that have not attained food security). A small portion of the population relies on food aid. Industry and manufacturing is the smallest sector, accounting for 16% of GDP. The service, industry and manufacturing sectors only employ 25% of the labour force but contribute 75% of GDP.
Kenya also exports textiles worth over $400 million under AGOA.
Privatisation of state corporations like the defunct Kenya Post and Telecommunications Company, which resulted in East Africa's most profitable company—Safaricom, has led to their revival because of massive private investment.
As of May 2011, economic prospects are positive with 4–5% GDP growth expected, largely because of expansions in tourism, telecommunications, transport, construction, and a recovery in agriculture. The World Bank estimated growth of 4.3% in 2012.
In March 1996, the presidents of Kenya, Tanzania, and Uganda re-established the East African Community (EAC). The EAC's objectives include harmonising tariffs and customs regimes, free movement of people, and improving regional infrastructures. In March 2004, the three East African countries signed a Customs Union Agreement.
Kenya has a more developed financial services sector than its neighbours. The Nairobi Securities Exchange (NSE) is ranked 4th in Africa in terms of market capitalisation. The Kenyan banking system is supervised by the Central Bank of Kenya (CBK). As of late July 2004, the system consisted of 43 commercial banks (down from 48 in 2001) and several non-bank financial institutions including mortgage companies, four savings and loan associations, and several core foreign-exchange bureaus.
=== Tourism ===
Tourism in Kenya is the second-largest source of foreign exchange revenue following agriculture. The Kenya Tourism Board is responsible for maintaining information pertaining to tourism in Kenya.
The main tourist attractions are photo safaris through the 60 national parks and game reserves. Other attractions include the wildebeest migration at the Masaai Mara, which is considered to be the 7th wonder of the world; historical mosques, and colonial-era forts at Mombasa, Malindi, and Lamu; renowned scenery such as the white-capped Mount Kenya and the Great Rift Valley; tea plantations at Kericho; coffee plantations at Thika; a splendid view of Mount Kilimanjaro across the border into Tanzania; and the beaches along the Swahili Coast, in the Indian Ocean. Tourists, the largest number being from Germany and the United Kingdom, are attracted mainly to the coastal beaches and the game reserves, notably, the expansive East and Tsavo West National Park, 20,808 square kilometres (8,034 sq mi) to the southeast.
=== Agriculture ===
Agriculture is the second largest contributor to Kenya's gross domestic product (GDP) after the service sector. In 2005, agriculture, including forestry and fishing, accounted for 24% of GDP, as well as for 18% of wage employment and 50% of revenue from exports. The principal cash crops are tea, horticultural produce, and coffee. Horticultural produce and tea are the main growth sectors and the two most valuable of all of Kenya's exports. The production of major food staples such as corn is subject to sharp weather-related fluctuations. Production downturns periodically necessitate food aid—for example in 2004, due to one of Kenya's intermittent droughts.A consortium led by the International Crops Research Institute for the Semi-Arid Tropics (ICRISAT) has had some success in helping farmers grow new pigeon pea varieties instead of maize, in particularly dry areas. Pigeon peas are very drought-resistant, so can be grown in areas with less than 650 millimetres (26 in) annual rainfall. Successive projects encouraged the commercialisation of legumes by stimulating the growth of local seed production and agro-dealer networks for distribution and marketing. This work, which included linking producers to wholesalers, helped to increase local producer prices by 20–25% in Nairobi and Mombasa. The commercialisation of the pigeon pea is now enabling some farmers to buy assets ranging from mobile phones to productive land and livestock, and is opening pathways for them to move out of poverty.Tea, coffee, sisal, pyrethrum, corn, and wheat are grown in the fertile highlands, one of the most successful agricultural production regions in Africa. Livestock predominates in the semi-arid savanna to the north and east. Coconuts, pineapples, cashew nuts, cotton, sugarcane, sisal, and corn are grown in the lower-lying areas. Kenya has not attained the level of investment and efficiency in agriculture that can guarantee food security, and coupled with resulting poverty (53% of the population lives below the poverty line), a significant portion of the population regularly starves and is heavily dependent on food aid. Poor roads, an inadequate railway network, under-used water transport, and expensive air transport have isolated mostly arid and semi-arid areas, and farmers in other regions often leave food to rot in the fields because they cannot access markets. This was last seen in August and September 2011, prompting the Kenyans for Kenya initiative by the Red Cross.
Kenya's irrigation sector is categorised into three organizational types: smallholder schemes, centrally-managed public schemes, and private/commercial irrigation schemes.
The smallholder schemes are owned, developed, and managed by individuals or groups of farmers operating as water users or self-help groups. Irrigation is carried out on individual or on group farms averaging 0.1–0.4 ha. There are about 3,000 smallholder irrigation schemes covering a total area of 47,000 ha.
The country has seven large, centrally managed irrigation schemes, namely Mwea, Bura, Hola, Perkera, West Kano, Bunyala, and Ahero, covering a total area of 18,200 ha and averaging 2,600 ha per scheme. These schemes are managed by the National Irrigation Board and account for 18% of irrigated land area in Kenya.
Large-scale private commercial farms cover 45,000 hectares, accounting for 40% of irrigated land. They utilise high technology and produce high-value crops for the export market, especially flowers and vegetables.Kenya is the world's 3rd largest exporter of cut flowers. Roughly half of Kenya's 127 flower farms are concentrated around Lake Naivasha, 90 kilometres northwest of Nairobi. To speed their export, Nairobi airport has a terminal dedicated to the transport of flowers and vegetables.
=== Industry and manufacturing ===
Although Kenya is a low middle-income country, manufacturing accounts for 14% of the GDP, with industrial activity concentrated around the three largest urban centres of Nairobi, Mombasa, and Kisumu, and is dominated by food-processing industries such as grain milling, beer production, sugarcane crushing, and the fabrication of consumer goods, e.g., vehicles from kits.
Kenya also has a cement production industry. Kenya has an oil refinery that processes imported crude petroleum into petroleum products, mainly for the domestic market. In addition, a substantial and expanding informal sector commonly referred to as jua kali engages in small-scale manufacturing of household goods, auto parts, and farm implements.Kenya's inclusion among the beneficiaries of the US Government's African Growth and Opportunity Act (AGOA) has given a boost to manufacturing in recent years. Since AGOA took effect in 2000, Kenya's clothing sales to the United States increased from US$44 million to US$270 million (2006). Other initiatives to strengthen manufacturing have been the new government's favourable tax measures, including the removal of duty on capital equipment and other raw materials.
=== Transport ===
The country has an extensive network of paved and unpaved roads. Kenya's railway system links the nation's ports and major cities, connecting it with neighbouring Uganda. There are 15 airports which have paved runways.
=== Energy ===
The largest share of Kenya's electricity supply comes from geothermal energy, followed by hydroelectric stations at dams along the upper Tana River, as well as the Turkwel Gorge Dam in the west. A petroleum-fired plant on the coast, geothermal facilities at Olkaria (near Nairobi), and electricity imported from Uganda make up the rest of the supply. A 2,000 MW powerline from Ethiopia is nearing completion.
Kenya's installed capacity increased from 1,142 megawatts between 2001 and 2003 to 2,341 in 2016. The state-owned Kenya Electricity Generating Company (KenGen), established in 1997 under the name of Kenya Power Company, handles the generation of electricity, while Kenya Power handles the electricity transmission and distribution system in the country. Shortfalls of electricity occur periodically, when drought reduces water flow. To become energy sufficient, Kenya has installed wind power and solar power (over 300 MW each), and aims to build a nuclear power plant by 2027.Kenya has proven deposits of oil in Turkana. Tullow Oil estimates the country's oil reserves to be around one billion barrels. Exploration is still continuing to determine whether there are more reserves. Kenya currently imports all crude petroleum requirements. It has no strategic reserves and relies solely on oil marketers' 21-day oil reserves required under industry regulations. Petroleum accounts for 20% to 25% of the national import bill.
=== Chinese investment and trade ===
Published comments on Kenya's Capital FM website by Liu Guangyuan, China's ambassador to Kenya, at the time of President Kenyatta's 2013 trip to Beijing, said, "Chinese investment in Kenya ... reached $474 million, representing Kenya's largest source of foreign direct investment, and ... bilateral trade ... reached $2.84 billion" in 2012. Kenyatta was "[a]ccompanied by 60 Kenyan business people [and hoped to] ... gain support from China for a planned $2.5 billion railway from the southern Kenyan port of Mombasa to neighbouring Uganda, as well as a nearly $1.8 billion dam", according to a statement from the president's office, also at the time of the trip.Base Titanium, a subsidiary of Base resources of Australia, shipped its first major consignment of minerals to China. About 25,000 tonnes of ilmenite was flagged off the Kenyan coastal town of Kilifi. The first shipment was expected to earn Kenya about KSh.15–20 billion/= in earnings. In 2014, the Chinese contracted railway project from Nairobi to Mombasa was suspended due to a dispute over compensation for land acquisition.
=== Vision 2030 ===
In 2007, the Kenyan government unveiled Vision 2030, an economic development programme it hopes will put the country in the same league as the Asian Economic Tigers by 2030. In 2013, it launched a National Climate Change Action Plan, having acknowledged that omitting climate as a key development issue in Vision 2030 was an oversight failure. The 200-page Action Plan, developed with support from the Climate & Development Knowledge Network, sets out the Government of Kenya's vision for a 'low-carbon climate resilient development pathway'. At the launch in March 2013, the Secretary of the Ministry of Planning, National Development, and Vision 2030 emphasized that climate would be a central issue in the renewed Medium-Term Plan that would be launched in the coming months. This would create a direct and robust delivery framework for the Action Plan and ensure climate change is treated as an economy-wide issue. Furthermore, Kenya submitted an updated, more ambitious NDC on December 24, 2020, with a commitment to abate greenhouse gases by 32 percent by 2030 relative to the business-as-usual scenario and in line with its sustainable development agenda and national circumstances.
=== Oil exploration ===
Kenya has proven oil deposits in Turkana County. President Mwai Kibaki announced on 26 March 2012 that Tullow Oil, an Anglo-Irish oil exploration firm, had struck oil, but its commercial viability and subsequent production would take about three years to confirm.Early in 2006, Chinese president Hu Jintao signed an oil exploration contract with Kenya, part of a series of deals designed to keep Africa's natural resources flowing to China's rapidly expanding economy.
The deal allowed for China's state-controlled offshore oil and gas company, CNOOC, to prospect for oil in Kenya, which is just beginning to drill its first exploratory wells on the borders of Sudan and the disputed area of North Eastern Province, on the border with Somalia and in coastal waters. There are formal estimates of the possible reserves of oil discovered.
=== Child labour and prostitution ===
Child labour is common in Kenya, particularly in agriculture. In 2006, UNICEF estimated that up to 30% of girls in the coastal areas of Malindi, Mombasa, Kilifi, and Diani were subject to prostitution. Most of the prostitutes in Kenya are aged 9–18. The Ministry of Gender and Child Affairs employed 400 child protection officers in 2009. The causes of child labour include poverty, the lack of access to education, and weak government institutions. Kenya has ratified Convention No. 81 on labour inspection in industries and Convention No. 129 on labour inspection in agriculture.
=== Microfinance ===
More than 20 institutions offer business loans on a large scale, specific agriculture loans, education loans, and loans for other purposes. Additionally, there are:
emergency loans, which are more expensive in respect to interest rates, but are quickly available
group loans for smaller groups (four to five members) and larger groups (up to 30 members)
women's loans, which are also available to groups of womenOut of approximately 40 million Kenyans, about 14 million are unable to receive financial service through formal loan application services, and an additional 12 million have no access to financial service institutions at all. Further, one million Kenyans are reliant on informal groups for receiving financial aid.To mitigate this problem, the mobile banking service M-Pesa was launched in 2007 by Vodafone and Safaricom, in collaboration from the Financial Deepening Challenge Fund competition established by the UK government's Department for International Development. M-Pesa allows users to deposit, withdraw, transfer money, pay for goods and services (Lipa na M-Pesa), access credit and savings, all with a mobile device, has provided access to digital transactions to millions of Kenyans in poverty situation.
== Demographics ==
Kenya had a population of approximately 48 million in January 2017. The country has a young population, with 73% of residents under 30 because of rapid population growth, from 2.9 million to 40 million inhabitants over the last century.Nairobi is home to Kibera, one of the world's largest slums. The shantytown is believed to house between 170,000 and one million people. The UNHCR base in Dadaab in the north houses around 500,000.
=== Ethnic groups ===
Kenya has a diverse population that includes many of Africa's major ethnoracial and linguistic groups. Although there is no official list of Kenyan ethnic groups, the number of ethnic categories and sub-categories recorded in the country's census has changed significantly over time, expanding from 42 in 1969 to more than 120 in 2019. Most residents are Bantus (60%) or Nilotes (30%). Cushitic groups also form a small ethnic minority, as do Arabs, Indians, and Europeans.According to the Kenya National Bureau of Statistics (KNBS), in 2019, Kenya had a total population of 47,564,296. The largest native ethnic groups were the Kikuyu (8,148,668), Luhya (6,823,842), Kalenjin (6,358,113), Luo (5,066,966), Kamba (4,663,910), Somali (2,780,502), Kisii (2,703,235), Mijikenda (2,488,691), Meru (1,975,869), Maasai (1,189,522), and Turkana (1,016,174). The North Eastern Province of Kenya, formerly known as NFD, is predominantly inhabited by the indigenous ethnic Somalis. Foreign-rooted populations include Arabs, Asians, and Europeans.
=== Languages ===
Kenya's ethnic groups typically speak their mother tongues within their own communities. The two official languages, English and Swahili, are used in varying degrees of fluency for communication with other populations. English is widely spoken in commerce, schooling, and government. Peri-urban and rural dwellers are less multilingual, with many in rural areas speaking only their native languages.British English is primarily used in Kenya. Additionally, a distinct local dialect, Kenyan English, is used by some communities and individuals in the country, and contains features unique to it that were derived from local Bantu languages such as Kiswahili and Kikuyu. It has been developing since colonisation and also contains certain elements of American English. Sheng is a Kiswahili-based cant spoken in some urban areas. Primarily a mixture of Swahili and English, it is an example of linguistic code-switching.69 languages are spoken in Kenya. Most belong to two broad language families: Niger-Congo (Bantu branch) and Nilo-Saharan (Nilotic branch), spoken by the country's Bantu and Nilotic populations respectively. The Cushitic and Arab ethnic minorities speak languages belonging to the separate Afroasiatic family, with the Indian and European residents speaking languages from the Indo-European family.
=== Urban centres ===
=== Religion ===
Most Kenyans are Christian (85.5%), with 53.9% Protestant and 20.6% Roman Catholic. The Presbyterian Church of East Africa has 3 million followers in Kenya and surrounding countries. There are smaller conservative Reformed churches, the Africa Evangelical Presbyterian Church, the Independent Presbyterian Church in Kenya, and the Reformed Church of East Africa. Orthodox Christianity has 621,200 adherents. Kenya has by far the highest number of Quakers of any country in the world, with around 146,300. The only Jewish synagogue in the country is in Nairobi.
Islam is the second largest religion, comprising 10.9% of the population. 60% of Kenyan Muslims live in the Coastal Region, comprising 50% of the total population there, while the upper part of Kenya's Eastern Region is home to 10% of the country's Muslims, where they are the majority religious group. Indigenous beliefs are practised by 0.7% of the population, although many self-identifying Christians and Muslims maintain some traditional beliefs and customs. Nonreligious Kenyans are 1.6% of the population.Some Hindus also live in Kenya. The numbers are estimated to be around 60,287, or 0.13% of the population.
=== Health ===
Health care is one of the low-priority sectors in Kenya and was allocated 4.8% of the national budget in 2019/2020 or just 4.59% of GDP compared to high-priority sectors such as education which was allocated more than 25%. This is below the 4.98% average in Sub-Saharan Africa and 9.83% spent globally.
According to the National and County Health Budget Analysis FY 2020/21, the breakdown of county health expenditure was 58% on Policy Planning and Administrative Support Services, 28% on Curative and Rehabilitative Health Services, 8% on Preventive and Promotive Health Services and 7% on Other Programmes.
Health care is largely funded by private individuals and their families or employers through direct payments to health care providers, to the National Health Insurance Fund or to medical insurance companies. Additional funding comes from local, international and some government social safety net schemes. Public hospitals are fee-for-service establishments that generate large amounts of county and national government revenues making them highly political and corrupt enterprises.Private health facilities are diverse, highly dynamic, and difficult to classify, unlike public health facilities, which are easily grouped in classes that consist of community-based (level I) services, run by community health workers; dispensaries (level II facilities) run by nurses; health centres (level III facilities), run by clinical officers; sub-county hospitals (level IV facilities), which may be run by a clinical officer or a medical officer; county hospitals (level V facilities), which may be run by a medical officer or a medical practitioner; and national referral hospitals (level VI facilities), which are run by fully qualified medical practitioners.
Nurses are by far the largest group of front-line health care providers in all sectors, followed by clinical officers, medical officers, and medical practitioners. These are absorbed and deployed into government service in accordance with the Scheme of Service for Nursing Personnel (2014), the Revised Scheme of Service for Clinical Personnel (2020) and the Revised Scheme of Service for Medical Officers and Dental Officers (2016).
Traditional healers (herbalists, witch doctors, and faith healers) are readily available, trusted, and widely consulted as practitioners of first or last choice by both rural and urban dwellers.
Despite major achievements in the health sector, Kenya still faces many challenges. The estimated life expectancy dropped in 2009 to approximately 55 years — five years below the 1990 level. The infant mortality rate was high at approximately 44 deaths per 1,000 children in 2012. The WHO estimated in 2011 that only 42% of births were attended by a skilled health professional.Diseases of poverty directly correlate with a country's economic performance and wealth distribution: In 2015/16, 35.6% of Kenyans lived below the poverty line. Preventable diseases like malaria, HIV/AIDS, pneumonia, diarrhoea, and malnutrition are the biggest burden, major child-killers, and responsible for much morbidity; weak policies, corruption, inadequate health workers, weak management, and poor leadership in the public health sector are largely to blame. According to 2009 estimates, HIV/AIDS prevalence is about 6.3% of the adult population. However, the 2011 UNAIDS Report suggests that the HIV epidemic may be improving in Kenya, as HIV prevalence is declining among young people (ages 15–24) and pregnant women. Kenya had an estimated 15 million cases of malaria in 2006.
=== Women ===
The total fertility rate in Kenya was estimated to be 4.49 children per woman in 2012. According to a 2008–09 survey by the Kenyan government, the total fertility rate was 4.6% and the contraception usage rate among married women was 46%. Maternal mortality is high, partly because of female genital mutilation, with about 27% of women having undergone it.
This practice is however on the decline as the country becomes more modernised, and in 2011 it was banned in Kenya.
Women were economically empowered before colonialisation.
By colonial land alienation, women lost access and control of land. They became more economically dependent on men. A colonial order of gender emerged where males dominated females.
Median age at first marriage increases with increasing education.
Rape, defilement, and battering are not always seen as serious crimes.
Reports of sexual assault are not always taken seriously.
=== Youth ===
Article 260 of the Kenyan Constitution of 2010 defines youth as those between the ages of 18 and 34. According to the 2019 Population and Census results, 75 percent of the 47.6 million population is under the age of 35, making Kenya a country of the youth. Youth unemployment and underemployment in Kenya has become a problem. According to the Kenya National Bureau of Statistics (KNBS), approximately 1.7 million people lost their jobs as a result of the COVID-19 pandemic, which eliminated some informal jobs and caused the economy to slow. The Kenyan government has made progress in addressing the high youth unemployment by implementing various affirmative action programs and projects which include: the National Youth Service, The National Youth Enterprise Development Fund, The Women Enterprise Fund, Kazi Mtaani, Ajira Digital, Kikao Mtaani, Uwezo fund, Future Bora and Studio mashinani that empower youth, offer job opportunities and to raise one's standard of living.
=== Education ===
Children attend nursery school, or kindergarten in the private sector until they are five years old. This lasts one to three years (KG1, KG2 and KG3) and is financed privately because there has been no government policy on pre-schooling until recently.Basic formal education starts at age six and lasts 12 years, consisting of eight years in primary school and four in high school or secondary. Primary school is free in public schools and those attending can join a vocational youth/village polytechnic, or make their own arrangements for an apprenticeship program and learn a trade such as tailoring, carpentry, motor vehicle repair, brick-laying and masonry for about two years.Those who complete high school can join a polytechnic or other technical college and study for three years, or proceed directly to university and study for four years. Graduates from the polytechnics and colleges can then join the workforce and later obtain a specialised higher diploma qualification after a further one to two years of training, or join the university—usually in the second or third year of their respective course. The higher diploma is accepted by many employers in place of a bachelor's degree and direct or accelerated admission to post-graduate studies is possible in some universities.
Public universities in Kenya are highly commercialised institutions and only a small fraction of qualified high school graduates are admitted on limited government-sponsorship into programs of their choice. Most are admitted into the social sciences, which are cheap to run, or as self-sponsored students paying the full cost of their studies. Most qualified students who miss out opt for middle-level diploma programs in public or private universities, colleges, and polytechnics.
In 2018, 18.5 percent of the Kenyan adult population was illiterate, which was the highest rate of literacy in East Africa. There are very wide regional disparities: for example, Nairobi had the highest level of literacy at 87.1 per cent, compared to North Eastern Province, the lowest, at 8.0 per cent. Preschool, which targets children from age three to five, is an integral component of the education system and is a key requirement for admission to Standard One (First Grade). At the end of primary education, pupils sit the Kenya Certificate of Primary Education (KCPE), which determines those who proceed to secondary school or vocational training. The result of this examination is needed for placement at secondary school.Primary school is for students aged 6/7-13/14 years. For those who proceed to the secondary level, there is a national examination at the end of Form Four – the Kenya Certificate of Secondary Education (KCSE), which determines those proceeding to the universities, other professional training, or employment. Students sit examinations in eight subjects of their choosing. However, English, Kiswahili, and mathematics are compulsory subjects.
The Kenya Universities and Colleges Central Placement Service (KUCCPS), formerly the Joint Admissions Board (JAB), is responsible for selecting students joining the public universities. Other than the public schools, there are many private schools, mainly in urban areas. Similarly, there are a number of international schools catering to various overseas educational systems.
Kenya was ranked 85th in the Global Innovation Index in 2021.
== Culture ==
The culture of Kenya comprises multiple traditions. Kenya has no single prominent culture. It instead consists of the various cultures of the country's different communities.
Notable populations include the Swahili on the coast, several other Bantu communities in the central and western regions, and Nilotic communities in the northwest. The Maasai culture is well known to tourism, despite constituting a relatively small part of Kenya's population. They are renowned for their elaborate upper-body adornment and jewellery.
Additionally, Kenya has an extensive music, television, and theatre scene.
=== Media ===
Kenya has a number of media outlets that broadcast domestically and globally. They cover news, business, sports, and entertainment. Popular Kenyan newspapers include:
The Daily Nation; part of the Nation Media Group (NMG) (largest market share)
The Standard
The Star
The People
East Africa Weekly
Taifa LeoTelevision stations based in Kenya include:
Kenya Broadcasting Corporation (KBC)
Citizen TV
Kenya Television Network (KTN)
NTV (part of the Nation Media Group (NMG))
Kiss Television
K24 Television
Kass-TVAll these terrestrial channels are transmitted via a DVB T2 digital TV signal.
=== Literature ===
Ngũgĩ wa Thiong'o is one of Kenya's best-known writers. His novel Weep Not, Child depicts life in Kenya during the British occupation. The story details the effects of the Mau Mau on the lives of Kenyans. Its combination of themes—colonialism, education, and love—helped make it one of the best-known African novels.
M.G. Vassanji's 2003 novel The In-Between World of Vikram Lall won the Giller Prize in 2003. It is the fictional memoir of a Kenyan of Indian heritage and his family as they adjust to the changing political climates in colonial and post-colonial Kenya.
Since 2003, the literary journal Kwani? has been publishing Kenyan contemporary literature. Kenya has also nurtured emerging versatile authors such as Paul Kipchumba (Kipwendui, Kibiwott) who demonstrate a pan-African outlook.
=== Music ===
Kenya has a diverse assortment of popular music forms, in addition to multiple types of folk music based on the variety of over 40 regional languages.Drums are the most dominant instrument in popular Kenyan music. Drum beats are very complex and include both native rhythms and imported ones, especially the Congolese cavacha rhythm. Popular Kenyan music usually involves the interplay of multiple parts, and more recently, showy guitar solos as well. There are also a number of local hip-hop artists, including Jua Cali; Afro-pop bands such as Sauti Sol; and musicians who play local genres like Benga, such as Akothee.
Lyrics are most often in Kiswahili or English. There is also some emerging aspect of Lingala borrowed from Congolese musicians. Lyrics are also written in local languages. Urban radio generally only plays English music, though there also exist a number of vernacular radio stations.
Zilizopendwa is a genre of local urban music that was recorded in the 1960s, 70s, and 80s by musicians such as Daudi Kabaka, Fadhili William, and Sukuma Bin Ongaro, and is particularly enjoyed by older people—having been popularised by the Kenya Broadcasting Corporation's Kiswahili service (formerly called Voice of Kenya or VOK).
The Isukuti is a vigorous dance performed by the Luhya sub-tribes to the beat of a traditional drum called the Isukuti during many occasions such as the birth of a child, marriage, or funeral. Other traditional dances include the Ohangla among the Luo, Nzele among the Mijikenda, Mugithi among the Kikuyu, and Taarab among the Swahili.
Additionally, Kenya has a growing Christian gospel music scene. Prominent local gospel musicians include the Kenyan Boys Choir.
Benga music has been popular since the late 1960s, especially in the area around Lake Victoria. The word benga is occasionally used to refer to any kind of pop music. Bass, guitar, and percussion are the usual instruments.
=== Sports ===
Kenya is active in several sports, among them cricket, rallying, football, rugby, field hockey, and boxing. The country is known chiefly for its dominance in middle-distance and long-distance athletics, having consistently produced Olympic and Commonwealth Games champions in various distance events, especially in 800 m, 1,500 m, 3,000 m steeplechase, 5,000 m, 10,000 m, and the marathon. Kenyan athletes (particularly Kalenjin), continue to dominate the world of distance running, although competition from Morocco and Ethiopia has reduced this supremacy. Kenya's best-known athletes include the four-time women's Boston Marathon winner and two-time world champion Catherine Ndereba, 800m world record holder David Rudisha, former marathon world record-holder Paul Tergat, and John Ngugi.
Kenya won several medals during the Beijing Olympics: six gold, four silver, and four bronze, making it Africa's most successful nation in the 2008 Olympics. New athletes gained attention, such as Pamela Jelimo, the women's 800m gold medalist who went on to win the IAAF Golden League jackpot, and Samuel Wanjiru, who won the men's marathon. Retired Olympic and Commonwealth Games champion Kipchoge Keino helped usher in Kenya's ongoing distance dynasty in the 1970s and was followed by Commonwealth Champion Henry Rono's spectacular string of world record performances. Lately, there has been controversy in Kenyan athletics circles, with the defection of a number of Kenyan athletes to represent other countries, chiefly Bahrain and Qatar. The Kenyan Ministry of Sports has tried to stop the defections, but they have continued anyway, with Bernard Lagat being the latest, choosing to represent the United States. Most of these defections occur because of economic or financial factors. Decisions by the Kenyan government to tax athletes' earnings may also be a motivating factor. Some elite Kenyan runners who cannot qualify for their country's strong national team find it easier to qualify by running for other countries.
Kenya has been a dominant force in women's volleyball within Africa, with both the clubs and the national team winning various continental championships in the past decade. The women's team has competed at the Olympics and World Championships, though without any notable success. Cricket is another popular sport, also ranking as the most successful team sport. Kenya has competed in the Cricket World Cup since 1996. They upset some of the world's best teams and reached the semi-finals of the 2003 tournament. They won the inaugural World Cricket League Division 1 hosted in Nairobi and participated in the World T20. They also participated in the ICC Cricket World Cup 2011. Their current captain is Rakep Patel.Rugby is increasing in popularity, especially with the annual Safari Sevens tournament. The Kenya Sevens team ranked 9th in the IRB Sevens World Series for the 2006 season. In 2016, the team beat Fiji at the Singapore Sevens finals, making Kenya the second African nation after South Africa to win a World Series championship. Kenya was once also a regional powerhouse in football. However, its dominance has been eroded by wrangles within the now defunct Kenya Football Federation, leading to a suspension by FIFA which was lifted in March 2007.
In the motor rallying arena, Kenya is home to the world-famous Safari Rally, commonly acknowledged as one of the toughest rallies in the world. First held in 1953, it was a part of the World Rally Championship for many years until its exclusion after the 2002 event owing to financial difficulties. Some of the best rally drivers in the world have taken part in and won the rally, such as Björn Waldegård, Hannu Mikkola, Tommi Mäkinen, Shekhar Mehta, Carlos Sainz, and Colin McRae. The Safari Rally returned to the world championship in 2021, after the 2003–2019 events ran as part of the African Rally Championship.
Nairobi has hosted several major continental sports events, including the FIBA Africa Championship 1993, where Kenya's national basketball team finished in the top four, its best performance to date.Kenya also has its own ice hockey team, the Kenya Ice Lions. The team's home ground is the Solar Ice Rink at the Panari Sky Centre in Nairobi, which is the first and largest ice rink in all of Africa.
=== Cuisine ===
Kenyans generally have three meals in a day—breakfast (kiamsha kinywa), lunch (chakula cha mchana), and supper (chakula cha jioni or simply chajio). In between, they have the 10-o'clock tea (chai ya saa nne) and 4 p.m. tea (chai ya saa kumi). Breakfast is usually tea or porridge with bread, chapati, mahamri, boiled sweet potatoes, or yams. Githeri is a common lunchtime dish in many households, while Ugali with vegetables, sour milk (mursik), meat, fish, or any other stew is generally eaten by much of the population for lunch or supper. Regional variations and dishes also exist.
In western Kenya, among the Luo, fish is a common dish; among the Kalenjin, who dominate much of the Rift Valley Region, mursik—sour milk—is a common drink.
In cities such as Nairobi, there are fast-food restaurants, including Steers, KFC, and Subway. There are also many fish-and-chips shops.Cheese is becoming more popular in Kenya, with consumption increasing particularly among the middle class.
== See also ==
Foreign relations of Kenya
Index of Kenya-related articles
List of Kenyans
Outline of Kenya
Water supply and sanitation in Kenya
== References ==
== Sources and further reading ==
== External links ==
Official website of the Parliament of Kenya
Wikimedia Atlas of Kenya
Kenya. The World Factbook. Central Intelligence Agency.
Kenya profile from Africa.com
Kenya Corruption Profile from the Business Anti-Corruption Portal
World Bank Summary Trade Statistics Kenya, 2010
Kenya at Curlie
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Cricket
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Cricket is a bat-and-ball game played between two teams of eleven players on a field at the centre of which is a 22-yard (20-metre) pitch with a wicket at each end, each comprising two bails balanced on three stumps. The batting side scores runs by striking the ball bowled at one of the wickets with the bat and then running between the wickets, while the bowling and fielding side tries to prevent this (by preventing the ball from leaving the field, and getting the ball to either wicket) and dismiss each batter (so they are "out"). Means of dismissal include being bowled, when the ball hits the stumps and dislodges the bails, and by the fielding side either catching the ball after it is hit by the bat, but before it hits the ground, or hitting a wicket with the ball before a batter can cross the crease in front of the wicket. When ten batters have been dismissed, the innings ends and the teams swap roles. The game is adjudicated by two umpires, aided by a third umpire and match referee in international matches. They communicate with two off-field scorers who record the match's statistical information.
Forms of cricket range from Twenty20 (also known as T20), with each team batting for a single innings of 20 overs (each "over" being a set of 6 fair opportunities for the batting team to score) and the game generally lasting three to four hours, to Test matches played over five days. Traditionally cricketers play in all-white kit, but in limited overs cricket they wear club or team colours. In addition to the basic kit, some players wear protective gear to prevent injury caused by the ball, which is a hard, solid spheroid made of compressed leather with a slightly raised sewn seam enclosing a cork core layered with tightly wound string.
The earliest reference to cricket is in South East England in the mid-16th century. It spread globally with the expansion of the British Empire, with the first international matches in the second half of the 19th century. The game's governing body is the International Cricket Council (ICC), which has over 100 members, twelve of which are full members who play Test matches. The game's rules, the Laws of Cricket, are maintained by Marylebone Cricket Club (MCC) in London. The sport is followed primarily in South Asia, Australia, New Zealand, the United Kingdom, Southern Africa and the West Indies.Women's cricket, which is organised and played separately, has also achieved international standard.
The most successful side playing international cricket is Australia, which has won seven One Day International trophies, including five World Cups, more than any other country and has been the top-rated Test side more than any other country.
== History ==
=== Origins ===
Cricket is one of many games in the "club ball" sphere that basically involve hitting a ball with a hand-held implement; others include baseball (which shares many similarities with cricket, both belonging in the more specific bat-and-ball games category), golf, hockey, tennis, squash, badminton and table tennis. In cricket's case, a key difference is the existence of a solid target structure, the wicket (originally, it is thought, a "wicket gate" through which sheep were herded), that the batter must defend. The cricket historian Harry Altham identified three "groups" of "club ball" games: the "hockey group", in which the ball is driven to and from between two targets (the goals); the "golf group", in which the ball is driven towards an undefended target (the hole); and the "cricket group", in which "the ball is aimed at a mark (the wicket) and driven away from it".It is generally believed that cricket originated as a children's game in the south-eastern counties of England, sometime during the medieval period. Although there are claims for prior dates, the earliest definite reference to cricket being played comes from evidence given at a court case in Guildford in January 1597 (Old Style, equating to January 1598 in the modern calendar). The case concerned ownership of a certain plot of land and the court heard the testimony of a 59-year-old coroner, John Derrick, who gave witness that:
Being a scholler in the ffree schoole of Guldeford hee and diverse of his fellows did runne and play there at creckett and other plaies.
Given Derrick's age, it was about half a century earlier when he was at school and so it is certain that cricket was being played c. 1550 by boys in Surrey. The view that it was originally a children's game is reinforced by Randle Cotgrave's 1611 English-French dictionary in which he defined the noun "crosse" as "the crooked staff wherewith boys play at cricket" and the verb form "crosser" as "to play at cricket".One possible source for the sport's name is the Old English word "cryce" (or "cricc") meaning a crutch or staff. In Samuel Johnson's Dictionary, he derived cricket from "cryce, Saxon, a stick". In Old French, the word "criquet" seems to have meant a kind of club or stick. Given the strong medieval trade connections between south-east England and the County of Flanders when the latter belonged to the Duchy of Burgundy, the name may have been derived from the Middle Dutch (in use in Flanders at the time) "krick"(-e), meaning a stick (crook). Another possible source is the Middle Dutch word "krickstoel", meaning a long low stool used for kneeling in church and which resembled the long low wicket with two stumps used in early cricket. According to Heiner Gillmeister, a European language expert of Bonn University, "cricket" derives from the Middle Dutch phrase for hockey, met de (krik ket)sen (i.e., "with the stick chase"). Gillmeister has suggested that not only the name but also the sport itself may be of Flemish origin.
=== Growth of amateur and professional cricket in England ===
Although the main object of the game has always been to score the most runs, the early form of cricket differed from the modern game in certain key technical aspects; the North American variant of cricket known as wicket retained many of these aspects. The ball was bowled underarm by the bowler and along the ground towards a batter armed with a bat that in shape resembled a hockey stick; the batter defended a low, two-stump wicket; and runs were called notches because the scorers recorded them by notching tally sticks.In 1611, the year Cotgrave's dictionary was published, ecclesiastical court records at Sidlesham in Sussex state that two parishioners, Bartholomew Wyatt and Richard Latter, failed to attend church on Easter Sunday because they were playing cricket. They were fined 12d each and ordered to do penance. This is the earliest mention of adult participation in cricket and it was around the same time that the earliest known organised inter-parish or village match was played – at Chevening, Kent. In 1624, a player called Jasper Vinall died after he was accidentally struck on the head during a match between two parish teams in Sussex.Cricket remained a low-key local pursuit for much of the 17th century. It is known, through numerous references found in the records of ecclesiastical court cases, to have been proscribed at times by the Puritans before and during the Commonwealth. The problem was nearly always the issue of Sunday play as the Puritans considered cricket to be "profane" if played on the Sabbath, especially if large crowds or gambling were involved.According to the social historian Derek Birley, there was a "great upsurge of sport after the Restoration" in 1660. Several members of the court of King Charles II took a strong interest in cricket during that era. Gambling on sport became a problem significant enough for Parliament to pass the 1664 Gambling Act, limiting stakes to £100 which was, in any case, a colossal sum exceeding the annual income of 99% of the population. Along with horse racing, as well as prizefighting and other types of blood sport, cricket was perceived to be a gambling sport. Rich patrons made matches for high stakes, forming teams in which they engaged the first professional players. By the end of the century, cricket had developed into a major sport that was spreading throughout England and was already being taken abroad by English mariners and colonisers – the earliest reference to cricket overseas is dated 1676. A 1697 newspaper report survives of "a great cricket match" played in Sussex "for fifty guineas apiece" – this is the earliest known contest that is generally considered a First Class match.The patrons, and other players from the social class known as the "gentry", began to classify themselves as "amateurs" to establish a clear distinction from the professionals, who were invariably members of the working class, even to the point of having separate changing and dining facilities. The gentry, including such high-ranking nobles as the Dukes of Richmond, exerted their honour code of noblesse oblige to claim rights of leadership in any sporting contests they took part in, especially as it was necessary for them to play alongside their "social inferiors" if they were to win their bets. In time, a perception took hold that the typical amateur who played in first-class cricket, until 1962 when amateurism was abolished, was someone with a public school education who had then gone to one of Cambridge or Oxford University – society insisted that such people were "officers and gentlemen" whose destiny was to provide leadership. In a purely financial sense, the cricketing amateur would theoretically claim expenses for playing while his professional counterpart played under contract and was paid a wage or match fee; in practice, many amateurs claimed more than actual expenditure and the derisive term "shamateur" was coined to describe the practice.
=== English cricket in the 18th and 19th centuries ===
The game underwent major development in the 18th century to become England's national sport. Its success was underwritten by the twin necessities of patronage and betting. Cricket was prominent in London as early as 1707 and, in the middle years of the century, large crowds flocked to matches on the Artillery Ground in Finsbury. The single wicket form of the sport attracted huge crowds and wagers to match, its popularity peaking in the 1748 season. Bowling underwent an evolution around 1760 when bowlers began to pitch the ball instead of rolling or skimming it towards the batter. This caused a revolution in bat design because, to deal with the bouncing ball, it was necessary to introduce the modern straight bat in place of the old "hockey stick" shape.The Hambledon Club was founded in the 1760s and, for the next twenty years until the formation of Marylebone Cricket Club (MCC) and the opening of Lord's Old Ground in 1787, Hambledon was both the game's greatest club and its focal point. MCC quickly became the sport's premier club and the custodian of the Laws of Cricket. New Laws introduced in the latter part of the 18th century included the three stump wicket and leg before wicket (lbw).The 19th century saw underarm bowling superseded by first roundarm and then overarm bowling. Both developments were controversial. Organisation of the game at county level led to the creation of the county clubs, starting with Sussex in 1839. In December 1889, the eight leading county clubs formed the official County Championship, which began in 1890.
The most famous player of the 19th century was W. G. Grace, who started his long and influential career in 1865. It was especially during the career of Grace that the distinction between amateurs and professionals became blurred by the existence of players like him who were nominally amateur but, in terms of their financial gain, de facto professional. Grace himself was said to have been paid more money for playing cricket than any professional.The last two decades before the First World War have been called the "Golden Age of cricket". It is a nostalgic name prompted by the collective sense of loss resulting from the war, but the period did produce some great players and memorable matches, especially as organised competition at county and Test level developed.
=== Cricket becomes an international sport ===
In 1844, the first-ever international match took place between what were essentially club teams, from the United States and Canada, in Toronto; Canada won. In 1859, a team of English players went to North America on the first overseas tour. Meanwhile, the British Empire had been instrumental in spreading the game overseas and by the middle of the 19th century it had become well established in Australia, the Caribbean, British India (which includes present-day Pakistan and Bangladesh), New Zealand, North America and South Africa.In 1862, an English team made the first tour of Australia. The first Australian team to travel overseas consisted of Aboriginal stockmen which toured England in 1868.In 1876–77, an England team took part in what was retrospectively recognized as the first-ever Test match at the Melbourne Cricket Ground against Australia. The rivalry between England and Australia gave birth to The Ashes in 1882, and this has remained Test cricket's most famous contest. Test cricket began to expand in 1888–89 when South Africa played England.
=== World cricket in the 20th century ===
The inter-war years were dominated by Australia's Don Bradman, statistically the greatest Test batter of all time. Test cricket continued to expand during the 20th century with the addition of the West Indies (1928), New Zealand (1930) and India (1932) before the Second World War and then Pakistan (1952), Sri Lanka (1982), Zimbabwe (1992), Bangladesh (2000), Ireland and Afghanistan (both 2018) in the post-war period. South Africa was banned from international cricket from 1970 to 1992 as part of the apartheid boycott.
=== The rise of limited overs cricket ===
Cricket entered a new era in 1963 when English counties introduced the limited overs variant. As it was sure to produce a result, limited overs cricket was lucrative and the number of matches increased. The first Limited Overs International was played in 1971 and the governing International Cricket Council (ICC), seeing its potential, staged the first limited overs Cricket World Cup in 1975. In the 21st century, a new limited overs form, Twenty20, made an immediate impact. On 22 June 2017, Afghanistan and Ireland became the 11th and 12th ICC full members, enabling them to play Test cricket.
== Laws and gameplay ==
In cricket, the rules of the game are specified in a code called The Laws of Cricket (hereinafter called "the Laws") which has a global remit. There are 42 Laws (always written with a capital "L"). The earliest known version of the code was drafted in 1744 and, since 1788, it has been owned and maintained by its custodian, the Marylebone Cricket Club (MCC) in London.
=== Playing area ===
Cricket is a bat-and-ball game played on a cricket field (see image, right) between two teams of eleven players each. The field is usually circular or oval in shape and the edge of the playing area is marked by a boundary, which may be a fence, part of the stands, a rope, a painted line or a combination of these; the boundary must if possible be marked along its entire length.In the approximate centre of the field is a rectangular pitch (see image, below) on which a wooden target called a wicket is sited at each end; the wickets are placed 22 yards (20 m) apart. The pitch is a flat surface 10 feet (3.0 m) wide, with very short grass that tends to be worn away as the game progresses (cricket can also be played on artificial surfaces, notably matting). Each wicket is made of three wooden stumps topped by two bails.
As illustrated above, the pitch is marked at each end with four white painted lines: a bowling crease, a popping crease and two return creases. The three stumps are aligned centrally on the bowling crease, which is eight feet eight inches long. The popping crease is drawn four feet in front of the bowling crease and parallel to it; although it is drawn as a twelve-foot line (six feet either side of the wicket), it is, in fact, unlimited in length. The return creases are drawn at right angles to the popping crease so that they intersect the ends of the bowling crease; each return crease is drawn as an eight-foot line, so that it extends four feet behind the bowling crease, but is also, in fact, unlimited in length.
=== Match structure and closure ===
Before a match begins, the team captains (who are also players) toss a coin to decide which team will bat first and so take the first innings. Innings is the term used for each phase of play in the match. In each innings, one team bats, attempting to score runs, while the other team bowls and fields the ball, attempting to restrict the scoring and dismiss the batters. When the first innings ends, the teams change roles; there can be two to four innings depending upon the type of match. A match with four scheduled innings is played over three to five days; a match with two scheduled innings is usually completed in a single day. During an innings, all eleven members of the fielding team take the field, but usually only two members of the batting team are on the field at any given time. The exception to this is if a batter has any type of illness or injury restricting his or her ability to run, in this case the batter is allowed a runner who can run between the wickets when the batter hits a scoring run or runs, though this does not apply in international cricket. The order of batters is usually announced just before the match, but it can be varied.The main objective of each team is to score more runs than their opponents but, in some forms of cricket, it is also necessary to dismiss all of the opposition batters in their final innings in order to win the match, which would otherwise be drawn. If the team batting last is all out having scored fewer runs than their opponents, they are said to have "lost by n runs" (where n is the difference between the aggregate number of runs scored by the teams). If the team that bats last scores enough runs to win, it is said to have "won by n wickets", where n is the number of wickets left to fall. For example, a team that passes its opponents' total having lost six wickets (i.e., six of their batters have been dismissed) have won the match "by four wickets".In a two-innings-a-side match, one team's combined first and second innings total may be less than the other side's first innings total. The team with the greater score is then said to have "won by an innings and n runs", and does not need to bat again: n is the difference between the two teams' aggregate scores. If the team batting last is all out, and both sides have scored the same number of runs, then the match is a tie; this result is quite rare in matches of two innings a side with only 62 happening in first-class matches from the earliest known instance in 1741 until January 2017. In the traditional form of the game, if the time allotted for the match expires before either side can win, then the game is declared a draw.If the match has only a single innings per side, then usually a maximum number of overs applies to each innings. Such a match is called a "limited overs" or "one-day" match, and the side scoring more runs wins regardless of the number of wickets lost, so that a draw cannot occur. In some cases, ties are broken by having each team bat for a one-over innings known as a Super Over; subsequent Super Overs may be played if the first Super Over ends in a tie. If this kind of match is temporarily interrupted by bad weather, then a complex mathematical formula, known as the Duckworth–Lewis–Stern method after its developers, is often used to recalculate a new target score. A one-day match can also be declared a "no-result" if fewer than a previously agreed number of overs have been bowled by either team, in circumstances that make normal resumption of play impossible; for example, wet weather.In all forms of cricket, the umpires can abandon the match if bad light or rain makes it impossible to continue. There have been instances of entire matches, even Test matches scheduled to be played over five days, being lost to bad weather without a ball being bowled: for example, the third Test of the 1970/71 series in Australia.
==== Innings ====
The innings (ending with 's' in both singular and plural form) is the term used for each phase of play during a match. Depending on the type of match being played, each team has either one or two innings. Sometimes all eleven members of the batting side take a turn to bat but, for various reasons, an innings can end before they have all done so. The innings terminates if the batting team is "all out", a term defined by the Laws: "at the fall of a wicket or the retirement of a batter, further balls remain to be bowled but no further batter is available to come in". In this situation, one of the batters has not been dismissed and is termed not out; this is because he has no partners left and there must always be two active batters while the innings is in progress.
An innings may end early while there are still two not out batters:
the batting team's captain may declare the innings closed even though some of his players have not had a turn to bat: this is a tactical decision by the captain, usually because he believes his team have scored sufficient runs and need time to dismiss the opposition in their innings
the set number of overs (i.e., in a limited overs match) have been bowled
the match has ended prematurely due to bad weather or running out of time
in the final innings of the match, the batting side has reached its target and won the game.
===== Overs =====
The Laws state that, throughout an innings, "the ball shall be bowled from each end alternately in overs of 6 balls". The name "over" came about because the umpire calls "Over!" when six balls have been bowled. At this point, another bowler is deployed at the other end, and the fielding side changes ends while the batters do not. A bowler cannot bowl two successive overs, although a bowler can (and usually does) bowl alternate overs, from the same end, for several overs which are termed a "spell". The batters do not change ends at the end of the over, and so the one who was non-striker is now the striker and vice versa. The umpires also change positions so that the one who was at "square leg" now stands behind the wicket at the non-striker's end and vice versa.
=== Clothing and equipment ===
The wicket-keeper (a specialised fielder behind the batter) and the batters wear protective gear because of the hardness of the ball, which can be delivered at speeds of more than 145 kilometres per hour (90 mph) and presents a major health and safety concern. Protective clothing includes pads (designed to protect the knees and shins), batting gloves or wicket-keeper's gloves for the hands, a safety helmet for the head and a box for male players inside the trousers (to protect the crotch area). Some batters wear additional padding inside their shirts and trousers such as thigh pads, arm pads, rib protectors and shoulder pads. The only fielders allowed to wear protective gear are those in positions very close to the batter (i.e., if they are alongside or in front of him), but they cannot wear gloves or external leg guards.Subject to certain variations, on-field clothing generally includes a collared shirt with short or long sleeves; long trousers; woolen pullover (if needed); cricket cap (for fielding) or a safety helmet; and spiked shoes or boots to increase traction. The kit is traditionally all white and this remains the case in Test and first-class cricket but, in limited overs cricket, team colours are worn instead.
==== Bat and ball ====
The essence of the sport is that a bowler delivers (i.e., bowls) the ball from his or her end of the pitch towards the batter who, armed with a bat, is "on strike" at the other end (see next sub-section: Basic gameplay).
The bat is made of wood, usually Salix alba (white willow), and has the shape of a blade topped by a cylindrical handle. The blade must not be more than 4.25 inches (10.8 cm) wide and the total length of the bat not more than 38 inches (97 cm). There is no standard for the weight, which is usually between 2 lb 7 oz and 3 lb (1.1 and 1.4 kg).The ball is a hard leather-seamed spheroid, with a circumference of 9 inches (23 cm). The ball has a "seam": six rows of stitches attaching the leather shell of the ball to the string and cork interior. The seam on a new ball is prominent and helps the bowler propel it in a less predictable manner. During matches, the quality of the ball deteriorates to a point where it is no longer usable; during the course of this deterioration, its behaviour in flight will change and can influence the outcome of the match. Players will, therefore, attempt to modify the ball's behaviour by modifying its physical properties. Polishing the ball and wetting it with sweat or saliva is legal, even when the polishing is deliberately done on one side only to increase the ball's swing through the air, but the acts of rubbing other substances into the ball, scratching the surface or picking at the seam are illegal ball tampering.
=== Player roles ===
==== Basic gameplay: bowler to batter ====
During normal play, thirteen players and two umpires are on the field. Two of the players are batters and the rest are all eleven members of the fielding team. The other nine players in the batting team are off the field in the pavilion. The image with overlay below shows what is happening when a ball is being bowled and which of the personnel are on or close to the pitch.
In the photo, the two batters (3 & 8; wearing yellow) have taken position at each end of the pitch (6). Three members of the fielding team (4, 10 & 11; wearing dark blue) are in shot. One of the two umpires (1; wearing white hat) is stationed behind the wicket (2) at the bowler's (4) end of the pitch. The bowler (4) is bowling the ball (5) from his end of the pitch to the batter (8) at the other end who is called the "striker". The other batter (3) at the bowling end is called the "non-striker". The wicket-keeper (10), who is a specialist, is positioned behind the striker's wicket (9) and behind him stands one of the fielders in a position called "first slip" (11). While the bowler and the first slip are wearing conventional kit only, the two batters and the wicket-keeper are wearing protective gear including safety helmets, padded gloves and leg guards (pads).
While the umpire (1) in shot stands at the bowler's end of the pitch, his colleague stands in the outfield, usually in or near the fielding position called "square leg", so that he is in line with the popping crease (7) at the striker's end of the pitch. The bowling crease (not numbered) is the one on which the wicket is located between the return creases (12). The bowler (4) intends to hit the wicket (9) with the ball (5) or, at least, to prevent the striker (8) from scoring runs. The striker (8) intends, by using his bat, to defend his wicket and, if possible, to hit the ball away from the pitch in order to score runs.
Some players are skilled in both batting and bowling, or as either of these as well as wicket-keeping, so are termed all-rounders. Bowlers are classified according to their style, generally as fast bowlers, seam bowlers or spinners. Batters are classified according to whether they are right-handed or left-handed.
==== Fielding ====
Of the eleven fielders, three are in shot in the image above. The other eight are elsewhere on the field, their positions determined on a tactical basis by the captain or the bowler. Fielders often change position between deliveries, again as directed by the captain or bowler.If a fielder is injured or becomes ill during a match, a substitute is allowed to field instead of him, but the substitute cannot bowl or act as a captain, except in the case of concussion substitutes in international cricket. The substitute leaves the field when the injured player is fit to return. The Laws of Cricket were updated in 2017 to allow substitutes to act as wicket-keepers.
==== Bowling and dismissal ====
Most bowlers are considered specialists in that they are selected for the team because of their skill as a bowler, although some are all-rounders and even specialist batters bowl occasionally. The specialists bowl several times during an innings but may not bowl two overs consecutively. If the captain wants a bowler to "change ends", another bowler must temporarily fill in so that the change is not immediate.A bowler reaches his delivery stride by means of a "run-up" and an over is deemed to have begun when the bowler starts his run-up for the first delivery of that over, the ball then being "in play". Fast bowlers, needing momentum, take a lengthy run up while bowlers with a slow delivery take no more than a couple of steps before bowling. The fastest bowlers can deliver the ball at a speed of over 145 kilometres per hour (90 mph) and they sometimes rely on sheer speed to try to defeat the batter, who is forced to react very quickly. Other fast bowlers rely on a mixture of speed and guile by making the ball seam or swing (i.e. curve) in flight. This type of delivery can deceive a batter into miscuing his shot, for example, so that the ball just touches the edge of the bat and can then be "caught behind" by the wicket-keeper or a slip fielder. At the other end of the bowling scale is the spin bowler who bowls at a relatively slow pace and relies entirely on guile to deceive the batter. A spinner will often "buy his wicket" by "tossing one up" (in a slower, steeper parabolic path) to lure the batter into making a poor shot. The batter has to be very wary of such deliveries as they are often "flighted" or spun so that the ball will not behave quite as he expects and he could be "trapped" into getting himself out. In between the pacemen and the spinners are the medium paced seamers who rely on persistent accuracy to try to contain the rate of scoring and wear down the batter's concentration.There are nine ways in which a batter can be dismissed: five relatively common and four extremely rare. The common forms of dismissal are bowled, caught, leg before wicket (lbw), run out and stumped. Rare methods are hit wicket, hit the ball twice, obstructing the field and timed out. The Laws state that the fielding team, usually the bowler in practice, must appeal for a dismissal before the umpire can give his decision. If the batter is out, the umpire raises a forefinger and says "Out!"; otherwise, he will shake his head and say "Not out". There is, effectively, a tenth method of dismissal, retired out, which is not an on-field dismissal as such but rather a retrospective one for which no fielder is credited.
==== Batting, runs and extras ====
Batters take turns to bat via a batting order which is decided beforehand by the team captain and presented to the umpires, though the order remains flexible when the captain officially nominates the team. Substitute batters are generally not allowed, except in the case of concussion substitutes in international cricket.In order to begin batting the batter first adopts a batting stance. Standardly, this involves adopting a slight crouch with the feet pointing across the front of the wicket, looking in the direction of the bowler, and holding the bat so it passes over the feet and so its tip can rest on the ground near to the toes of the back foot.A skilled batter can use a wide array of "shots" or "strokes" in both defensive and attacking mode. The idea is to hit the ball to the best effect with the flat surface of the bat's blade. If the ball touches the side of the bat it is called an "edge". The batter does not have to play a shot and can allow the ball to go through to the wicketkeeper. Equally, he does not have to attempt a run when he hits the ball with his bat. Batters do not always seek to hit the ball as hard as possible, and a good player can score runs just by making a deft stroke with a turn of the wrists or by simply "blocking" the ball but directing it away from fielders so that he has time to take a run. A wide variety of shots are played, the batter's repertoire including strokes named according to the style of swing and the direction aimed: e.g., "cut", "drive", "hook", "pull".The batter on strike (i.e. the "striker") must prevent the ball hitting the wicket, and try to score runs by hitting the ball with his bat so that he and his partner have time to run from one end of the pitch to the other before the fielding side can return the ball. To register a run, both runners must touch the ground behind the popping crease with either their bats or their bodies (the batters carry their bats as they run). Each completed run increments the score of both the team and the striker.
The decision to attempt a run is ideally made by the batter who has the better view of the ball's progress, and this is communicated by calling: usually "yes", "no" or "wait". More than one run can be scored from a single hit: hits worth one to three runs are common, but the size of the field is such that it is usually difficult to run four or more. To compensate for this, hits that reach the boundary of the field are automatically awarded four runs if the ball touches the ground en route to the boundary or six runs if the ball clears the boundary without touching the ground within the boundary. In these cases the batters do not need to run. Hits for five are unusual and generally rely on the help of "overthrows" by a fielder returning the ball.
If an odd number of runs is scored by the striker, the two batters have changed ends, and the one who was non-striker is now the striker. Only the striker can score individual runs, but all runs are added to the team's total.Additional runs can be gained by the batting team as extras (called "sundries" in Australia) due to errors made by the fielding side. This is achieved in four ways: no-ball, a penalty of one extra conceded by the bowler if he breaks the rules; wide, a penalty of one extra conceded by the bowler if he bowls so that the ball is out of the batter's reach; bye, an extra awarded if the batter misses the ball and it goes past the wicket-keeper and gives the batters time to run in the conventional way; leg bye, as for a bye except that the ball has hit the batter's body, though not his bat. If the bowler has conceded a no-ball or a wide, his team incurs an additional penalty because that ball (i.e., delivery) has to be bowled again and hence the batting side has the opportunity to score more runs from this extra ball.
==== Specialist roles ====
The captain is often the most experienced player in the team, certainly the most tactically astute, and can possess any of the main skillsets as a batter, a bowler or a wicket-keeper. Within the Laws, the captain has certain responsibilities in terms of nominating his players to the umpires before the match and ensuring that his players conduct themselves "within the spirit and traditions of the game as well as within the Laws".The wicket-keeper (sometimes called simply the "keeper") is a specialist fielder subject to various rules within the Laws about his equipment and demeanour. He is the only member of the fielding side who can effect a stumping and is the only one permitted to wear gloves and external leg guards.Depending on their primary skills, the other ten players in the team tend to be classified as specialist batters or specialist bowlers. Generally, a team will include five or six specialist batters and four or five specialist bowlers, plus the wicket-keeper.
=== Umpires and scorers ===
The game on the field is regulated by the two umpires, one of whom stands behind the wicket at the bowler's end, the other in a position called "square leg" which is about 15–20 metres away from the batter on strike and in line with the popping crease on which he is taking guard. The umpires have several responsibilities including adjudication on whether a ball has been correctly bowled (i.e., not a no-ball or a wide); when a run is scored; whether a batter is out (the fielding side must first appeal to the umpire, usually with the phrase "How's that?" or "Owzat?"); when intervals start and end; and the suitability of the pitch, field and weather for playing the game. The umpires are authorised to interrupt or even abandon a match due to circumstances likely to endanger the players, such as a damp pitch or deterioration of the light.Off the field in televised matches, there is usually a third umpire who can make decisions on certain incidents with the aid of video evidence. The third umpire is mandatory under the playing conditions for Test and Limited Overs International matches played between two ICC full member countries. These matches also have a match referee whose job is to ensure that play is within the Laws and the spirit of the game.The match details, including runs and dismissals, are recorded by two official scorers, one representing each team. The scorers are directed by the hand signals of an umpire (see image, right). For example, the umpire raises a forefinger to signal that the batter is out (has been dismissed); he raises both arms above his head if the batter has hit the ball for six runs. The scorers are required by the Laws to record all runs scored, wickets taken and overs bowled; in practice, they also note significant amounts of additional data relating to the game.A match's statistics are summarised on a scorecard. Prior to the popularisation of scorecards, most scoring was done by men sitting on vantage points cuttings notches on tally sticks and runs were originally called notches. According to Rowland Bowen, the earliest known scorecard templates were introduced in 1776 by T. Pratt of Sevenoaks and soon came into general use. It is believed that scorecards were printed and sold at Lord's for the first time in 1846.
=== Spirit of the Game ===
Besides observing the Laws, cricketers must respect the "Spirit of Cricket", a concept encompassing sportsmanship, fair play and mutual respect. This spirit has long been considered an integral part of the sport but is only nebulously defined. Amidst concern that the spirit was weakening, in 2000 a Preamble was added to the Laws instructing all participants to play within the spirit of the game. The Preamble was last updated in 2017, now opening with the line:
"Cricket owes much of its appeal and enjoyment to the fact that it should be played not only
according to the Laws, but also within the Spirit of Cricket".
The Preamble is a short statement intended to emphasise the "positive behaviours that make cricket an exciting game that encourages leadership, friendship, and teamwork." Its second line states that "the major responsibility for ensuring fair play rests with the captains, but extends to all players, match officials and, especially in junior cricket, teachers, coaches and parents."The umpires are the sole judges of fair and unfair play. They are required under the Laws to intervene in case of dangerous or unfair play or in cases of unacceptable conduct by a player.
Previous versions of the Spirit identified actions that were deemed contrary (for example, appealing knowing that the batter is not out) but all specifics are now covered in the Laws of Cricket, the relevant governing playing regulations and disciplinary codes, or left to the judgement of the umpires, captains, their clubs and governing bodies. The terse expression of the Spirit of Cricket now avoids the diversity of cultural conventions that exist in the detail of sportsmanship – or its absence.
== Women's cricket ==
Women's cricket was first recorded in Surrey in 1745. International development began at the start of the 20th century and the first Test Match was played between Australia and England in December 1934. The following year, New Zealand joined them, and in 2007 Netherland became the tenth women's Test nation when they made their debut against South Africa. In 1958, the International Women's Cricket Council was founded (it merged with the ICC in 2005). In 1973, the first Cricket World Cup of any kind took place when a Women's World Cup was held in England. In 2005, the International Women's Cricket Council was merged with the International Cricket Council (ICC) to form one unified body to help manage and develop cricket. The ICC Women's Rankings were launched on 1 October 2015 covering all three formats of women's cricket. In October 2018 following the ICC's decision to award T20 International status to all members, the Women's rankings were split into separate ODI (for Full Members) and T20I lists.
== Governance ==
The International Cricket Council (ICC), which has its headquarters in Dubai, is the global governing body of cricket. It was founded as the Imperial Cricket Conference in 1909 by representatives from England, Australia and South Africa, renamed the International Cricket Conference in 1965 and took up its current name in 1989. The ICC in 2017 has 105 member nations, twelve of which hold full membership and can play Test cricket. The ICC is responsible for the organisation and governance of cricket's major international tournaments, notably the men's and women's versions of the Cricket World Cup. It also appoints the umpires and referees that officiate at all sanctioned Test matches, Limited Overs Internationals and Twenty20 Internationals.
Each member nation has a national cricket board which regulates cricket matches played in its country, selects the national squad, and organises home and away tours for the national team. In the West Indies, which for cricket purposes is a federation of nations, these matters are addressed by Cricket West Indies.The table below lists the ICC full members and their national cricket boards:
== Forms of cricket ==
Cricket is a multi-faceted sport with multiple formats that can effectively be divided into first-class cricket, limited overs cricket and, historically, single wicket cricket.
The highest standard is Test cricket (always written with a capital "T") which is in effect the international version of first-class cricket and is restricted to teams representing the twelve countries that are full members of the ICC (see above). Although the term "Test match" was not coined until much later, Test cricket is deemed to have begun with two matches between Australia and England in the 1876–77 Australian season; since 1882, most Test series between England and Australia have been played for a trophy known as The Ashes. The term "first-class", in general usage, is applied to top-level domestic cricket. Test matches are played over five days and first-class over three to four days; in all of these matches, the teams are allotted two innings each and the draw is a valid result.Limited overs cricket is always scheduled for completion in a single day, and the teams are allotted one innings each. There are two main types: List A which normally allows fifty overs per team; and Twenty20 in which the teams have twenty overs each. Both of the limited overs forms are played internationally as Limited Overs Internationals (LOI) and Twenty20 Internationals (T20I). List A was introduced in England in the 1963 season as a knockout cup contested by the first-class county clubs. In 1969, a national league competition was established. The concept was gradually introduced to the other leading cricket countries and the first limited overs international was played in 1971. In 1975, the first Cricket World Cup took place in England. Twenty20 is a new variant of limited overs itself with the purpose being to complete the match within about three to four hours, usually in an evening session. The first Twenty20 World Championship was held in 2007. In addition, a few full-member cricket boards have decided to start leagues that are played in the T10 format, in which games are intended to last approximately 90 minutes. Limited overs matches cannot be drawn, although a tie is possible and an unfinished match is a "no result".Single wicket was popular in the 18th and 19th centuries and its matches were generally considered top-class. In this form, although each team may have from one to six players, there is only one batter in at a time and he must face every delivery bowled while his innings lasts. Single wicket has rarely been played since limited overs cricket began. Matches tended to have two innings per team like a full first-class one and they could end in a draw.
== Competitions ==
Cricket is played at both the international and domestic level. There is one major international championship per format, and top-level domestic competitions mirror the three main international formats. There are now a number of T20 leagues, which have spawned a "T20 freelancer" phenomenon.
=== International competitions ===
Most international matches are played as parts of 'tours', when one nation travels to another for a number of weeks or months, and plays a number of matches of various sorts against the host nation. Sometimes a perpetual trophy is awarded to the winner of the Test series, the most famous of which is The Ashes.
The ICC also organises competitions that are for several countries at once, including the Cricket World Cup, ICC T20 World Cup and ICC Champions Trophy. A league competition for Test matches played as part of normal tours, the ICC World Test Championship, had been proposed several times, and its first instance began in 2019. A league competition for ODIs, the ICC Cricket World Cup Super League, began in August 2020. The ICC maintains Test rankings, ODI rankings and T20 rankings systems for the countries which play these forms of cricket.
Competitions for member nations of the ICC with Associate status include the ICC Intercontinental Cup, for first-class cricket matches, and the World Cricket League for one-day matches, the final matches of which now also serve as the ICC World Cup Qualifier.
The game's only appearance in an Olympic Games was the 1900 Olympics. It was shortlisted for the 2028 Summer Olympics in Los Angeles but did not make the final programme.
=== National competitions ===
==== First-class ====
First-class cricket in England is played for the most part by the 18 county clubs which contest the County Championship. The concept of a champion county has existed since the 18th century but the official competition was not established until 1890. The most successful club has been Yorkshire, who had won 32 official titles (plus one shared) as of 2019.Australia established its national first-class championship in 1892–93 when the Sheffield Shield was introduced. In Australia, the first-class teams represent the various states. New South Wales has the highest number of titles.
The other ICC full members have national championship trophies called the Ahmad Shah Abdali 4-day Tournament (Afghanistan); the National Cricket League (Bangladesh); the Ranji Trophy (India); the Inter-Provincial Championship (Ireland); the Plunket Shield (New Zealand); the Quaid-e-Azam Trophy (Pakistan); the Currie Cup (South Africa); the Premier Trophy (Sri Lanka); the Shell Shield (West Indies); and the Logan Cup (Zimbabwe).
==== Limited overs ====
==== Other ====
=== Club and school cricket ===
The world's earliest known cricket match was a village cricket meeting in Kent which has been deduced from a 1640 court case recording a "cricketing" of "the Weald and the Upland" versus "the Chalk Hill" at Chevening "about thirty years since" (i.e., c. 1611). Inter-parish contests became popular in the first half of the 17th century and continued to develop through the 18th with the first local leagues being founded in the second half of the 19th.At the grassroots level, local club cricket is essentially an amateur pastime for those involved but still usually involves teams playing in competitions at weekends or in the evening. Schools cricket, first known in southern England in the 17th century, has a similar scenario and both are widely played in the countries where cricket is popular. Although there can be variations in game format, compared with professional cricket, the Laws are always observed and club/school matches are therefore formal and competitive events. The sport has numerous informal variants such as French cricket. On the North American side, in 2023, Monroe Township High School, in Monroe Township, Middlesex County, New Jersey, launched the first U.S. high school cricket club.
== Culture ==
=== Influence on everyday life ===
Cricket has had a broad impact on popular culture, both in the Commonwealth of Nations and elsewhere. It has, for example, influenced the lexicon of these nations, especially the English language, with various phrases such as "that's not cricket" (that's unfair), "had a good innings" (lived a long life) and "sticky wicket". "On a sticky wicket" (aka "sticky dog" or "glue pot") is a metaphor used to describe a difficult circumstance. It originated as a term for difficult batting conditions in cricket, caused by a damp and soft pitch.
=== In the arts and popular culture ===
Cricket is the subject of works by noted English poets, including William Blake and Lord Byron. Beyond a Boundary (1963), written by Trinidadian C. L. R. James, is often named the best book on any sport ever written.
In the visual arts, notable cricket paintings include Albert Chevallier Tayler's Kent vs Lancashire at Canterbury (1907) and Russell Drysdale's The Cricketers (1948), which has been called "possibly the most famous Australian painting of the 20th century." French impressionist Camille Pissarro painted cricket on a visit to England in the 1890s. Francis Bacon, an avid cricket fan, captured a batter in motion. Caribbean artist Wendy Nanan's cricket images are featured in a limited edition first day cover for Royal Mail's "World of Invention" stamp issue, which celebrated the London Cricket Conference 1–3 March 2007, first international workshop of its kind and part of the celebrations leading up to the 2007 Cricket World Cup.In music, many calypsos make reference to the Sport of Cricket.
=== Influence on other sports ===
Cricket has close historical ties with Australian rules football and many players have competed at top levels in both sports. In 1858, prominent Australian cricketer Tom Wills called for the formation of a "foot-ball club" with "a code of laws" to keep cricketers fit during the off-season. The Melbourne Football Club was founded the following year, and Wills and three other members codified the first laws of the game. It is typically played on modified cricket fields.In England, a number of association football clubs owe their origins to cricketers who sought to play football as a means of keeping fit during the winter months. Derby County was founded as a branch of the Derbyshire County Cricket Club in 1884; Aston Villa (1874) and Everton (1876) were both founded by members of church cricket teams. Sheffield United's Bramall Lane ground was, from 1854, the home of the Sheffield Cricket Club, and then of Yorkshire; it was not used for football until 1862 and was shared by Yorkshire and Sheffield United from 1889 to 1973.In the late 19th century, a former cricketer, English-born Henry Chadwick of Brooklyn, New York, was credited with devising the baseball box score (which he adapted from the cricket scorecard) for reporting game events. The first box score appeared in an 1859 issue of the Clipper. The statistical record is so central to the game's "historical essence" that Chadwick is sometimes referred to as "the Father of Baseball" because he facilitated the popularity of the sport in its early days.
== See also ==
Glossary of cricket terms
Willow and StumpyRelated sports
Street cricket
Bete-ombro - Brazilian version
Plaquita - Dominican version
Baseball
Comparison of baseball and cricket
Stoolball
== Footnotes ==
== Citations ==
== Sources ==
== Further reading ==
Guha, Ramachandra (2002). A Corner of a Foreign Field: The Indian History of a British Sport. London: Picador. ISBN 0-330-49117-2. OCLC 255899689.
== External links ==
Organisations and competitions
International Cricket Council (ICC)Statistics and records
ESPNcricinfoMedia
Explanations of cricket:
What Is Cricket? Get to know the sport: a video produced by the International Cricket CouncilNews and other resources
"Cricket". Encyclopædia Britannica Online
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Northern Ireland
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Northern Ireland (Irish: Tuaisceart Éireann [ˈt̪ˠuəʃcəɾˠt̪ˠ ˈeːɾʲən̪ˠ] ; Ulster-Scots: Norlin Airlann) is a part of the United Kingdom in the north-east of the island of Ireland that is variously described as a country, province or region. Northern Ireland shares an open border to the south and west with the Republic of Ireland. In 2021, its population was 1,903,100, making up around 3% of the UK's population and 27% of the population on the island of Ireland. The Northern Ireland Assembly, established by the Northern Ireland Act 1998, holds responsibility for a range of devolved policy matters, while other areas are reserved for the UK Government. The government of Northern Ireland cooperates with the government of Ireland in several areas under the terms of the Belfast Agreement. The Republic of Ireland also has a consultative role on non-devolved governmental matters through the British–Irish Governmental Conference (BIIG).Northern Ireland was created in 1921, when Ireland was partitioned by the Government of Ireland Act 1920, creating a devolved government for the six northeastern counties. As was intended by unionists and their supporters in Westminster, Northern Ireland had a unionist majority, who wanted to remain in the United Kingdom; they were generally the Protestant descendants of colonists from Britain. Meanwhile, the majority in Southern Ireland (which became the Irish Free State in 1922), and a significant minority in Northern Ireland, were Irish nationalists (generally Catholics) who wanted a united independent Ireland. Today, the former generally see themselves as British and the latter generally see themselves as Irish, while a Northern Irish or Ulster identity is claimed by a significant minority from all backgrounds.The creation of Northern Ireland was accompanied by violence both in defence of and against partition. During the conflict of 1920–22, the capital Belfast saw major communal violence, mainly between Protestant unionist and Catholic nationalist civilians. More than 500 were killed and more than 10,000 became refugees, mostly Catholics. For the next fifty years, Northern Ireland had an unbroken series of Unionist Party governments. There was informal mutual segregation by both communities, and the Unionist governments were accused of discrimination against the Irish nationalist and Catholic minority. In the late 1960s, a campaign to end discrimination against Catholics and nationalists was opposed by loyalists, who saw it as a republican front. This unrest sparked the Troubles, a thirty-year conflict involving republican and loyalist paramilitaries and state forces, which claimed over 3,500 lives and injured 50,000 others. The 1998 Good Friday Agreement was a major step in the peace process, including paramilitary disarmament and security normalisation, although sectarianism and segregation remain major social problems, and sporadic violence has continued.The economy of Northern Ireland was the most industrialised in Ireland at the time of partition, but soon began to decline, a decline exacerbated by the political and social turmoil of the Troubles. Its economy has grown significantly since the late 1990s. The initial growth came from the "peace dividend" and increased trade with the Republic of Ireland, continuing with a significant increase in tourism, investment, and business from around the world. Unemployment in Northern Ireland peaked at 17.2% in 1986, but dropped back down to below 10% in the 2010s, similar to the rate of the rest of the UK.Cultural links between Northern Ireland, the rest of Ireland, and the rest of the UK are complex, with Northern Ireland sharing both the culture of Ireland and the culture of the United Kingdom. In many sports, there is an All-Ireland governing body and / or team for the whole island; the most notable exception is association football (soccer). Northern Ireland competes separately at the Commonwealth Games, and people from Northern Ireland may compete for either Great Britain or Ireland at the Olympic Games.
== History ==
The region that is now Northern Ireland was long inhabited by native Gaels who were Irish-speaking and predominantly Catholic. It was made up of several Gaelic kingdoms and territories and was part of the province of Ulster. In 1169, Ireland was invaded by a coalition of forces under the command of the English crown that quickly overran and occupied most of the island, beginning 800 years of foreign central authority. Attempts at resistance were swiftly crushed everywhere outside of Ulster. Unlike in the rest of the country, where Gaelic authority continued only in scattered, remote pockets, the major kingdoms of Ulster would mostly remain intact with English authority in the province contained to areas on the eastern coast closest to Great Britain. English power gradually eroded in the face of stubborn Irish resistance in the centuries that followed; eventually being reduced to only the city of Dublin and its suburbs. When Henry VIII launched the 16th century Tudor re-conquest of Ireland, Ulster once resisted most effectively. In the Nine Years' War (1594–1603), an alliance of Gaelic chieftains led by the two most powerful Ulster lords, Hugh Roe O'Donnell and the Earl of Tyrone fought against the English government in Ireland. The Ulster-dominated alliance represented the first Irish united front (prior resistance had always been localized). Despite being able to cement an alliance with Spain and major victories early on, defeat was virtually inevitable following England's victory at the siege of Kinsale. In 1607, the rebellion's leaders fled to mainland Europe alongside much of Ulster's Gaelic nobility. Their lands were confiscated by the Crown and colonized with English-speaking Protestant settlers from Britain, in the Plantation of Ulster. This led to the founding of many of Ulster's towns and created a lasting Ulster Protestant community with ties to Britain. The Irish Rebellion of 1641 began in Ulster. The rebels wanted an end to anti-Catholic discrimination, greater Irish self-governance, and to roll back the Plantation. It developed into an ethnic conflict between Irish Catholics and British Protestant settlers and became part of the wider Wars of the Three Kingdoms (1639–53), which ended with the English Parliamentarian conquest. Further Protestant victories in the Williamite-Jacobite War (1688–91) solidified Anglican Protestant rule in the Kingdom of Ireland. The Williamite victories of the siege of Derry (1689) and Battle of the Boyne (1690) are still celebrated by some Protestants in Northern Ireland. Many more Scots Protestants migrated to Ulster during the Scottish famine of the 1690s.
Following the Williamite victory, and contrary to the Treaty of Limerick (1691), a series of Penal Laws were passed by the Anglican Protestant ruling class in Ireland. The intention was to disadvantage Catholics and, to a lesser extent, Presbyterians. Some 250,000 Ulster Presbyterians emigrated to the British North American colonies between 1717 and 1775. It is estimated that there are more than 27 million Scotch-Irish Americans now living in the United States, along with many Scotch-Irish Canadians in Canada. In the context of institutional discrimination, the 18th century saw secret, militant societies develop in Ulster and act on sectarian tensions in violent attacks. This escalated at the end of the century, especially during the County Armagh disturbances, where the Protestant Peep o' Day Boys fought the Catholic Defenders. This led to the founding of the Protestant Orange Order. The Irish Rebellion of 1798 was led by the United Irishmen; a cross-community Irish republican group founded by Belfast Presbyterians, which sought Irish independence. Following this, the government of the Kingdom of Great Britain pushed for the two kingdoms to be merged, in an attempt to quell violent sectarianism, remove discriminatory laws, and prevent the spread of French-style republicanism. The United Kingdom of Great Britain and Ireland was formed in 1801 and governed from London. During the 19th century, legal reforms known as the Catholic emancipation continued to remove discrimination against Catholics, and progressive programs enabled tenant farmers to buy land from landlords.
=== Home Rule Crisis ===
By the late 19th century, a large and disciplined cohort of Irish Nationalist MPs at Westminster committed the Liberal Party to "Irish Home Rule"—self-government for Ireland, within the United Kingdom. This was bitterly opposed by Irish Unionists, most of whom were Protestants, who feared an Irish devolved government dominated by Irish nationalists and Catholics. The Government of Ireland Bill 1886 and Government of Ireland Bill 1893 were defeated. However, Home Rule became a near-certainty in 1912 after the Government of Ireland Act 1914 was first introduced. The Liberal government was dependent on Nationalist support, and the Parliament Act 1911 prevented the House of Lords from blocking the bill indefinitely.In response, unionists vowed to prevent Irish Home Rule, from Conservative and Unionist Party leaders such as Bonar Law and Dublin-based barrister Edward Carson to militant working class unionists in Ireland. This sparked the Home Rule Crisis. In September 1912, more than 500,000 unionists signed the Ulster Covenant, pledging to oppose Home Rule by any means and to defy any Irish government. In 1914, unionists smuggled thousands of rifles and rounds of ammunition from Imperial Germany for use by the Ulster Volunteers (UVF), a paramilitary organisation formed to oppose Home Rule. Irish nationalists had also formed a paramilitary organisation, the Irish Volunteers. It sought to ensure Home Rule was implemented, and it smuggled its own weapons into Ireland a few months after the Ulster Volunteers. Ireland seemed to be on the brink of civil war.Unionists were in a minority in Ireland as a whole, but a majority in the province of Ulster, especially the counties Antrim, Down, Armagh and Londonderry. Unionists argued that if Home Rule could not be stopped then all or part of Ulster should be excluded from it. In May 1914, the UK Government introduced an Amending Bill to allow for 'Ulster' to be excluded from Home Rule. There was then debate over how much of Ulster should be excluded and for how long. Some Ulster unionists were willing to tolerate the 'loss' of some mainly-Catholic areas of the province. The crisis was interrupted by the outbreak of the First World War in August 1914, and Ireland's involvement in it. The UK government abandoned the Amending Bill, and instead rushed through a new bill, the Suspensory Act 1914, suspending Home Rule for the duration of the war, with the exclusion of Ulster still to be decided.
=== Partition of Ireland ===
By the end of the war (during which the 1916 Easter Rising had taken place), most Irish nationalists now wanted full independence rather than home rule. In September 1919, British Prime Minister David Lloyd George tasked a committee with planning another home rule bill. Headed by English unionist politician Walter Long, it was known as the 'Long Committee'. It decided that two devolved governments should be established—one for the nine counties of Ulster and one for the rest of Ireland—together with a Council of Ireland for the "encouragement of Irish unity". Most Ulster unionists wanted the territory of the Ulster government to be reduced to six counties so that it would have a larger Protestant unionist majority, which they believed would guarantee its longevity. The six counties of Antrim, Down, Armagh, Londonderry, Tyrone and Fermanagh comprised the maximum area unionists believed they could dominate, The area that was to become Northern Ireland included counties Fermanagh and Tyrone, even though they had nationalist majorities in the 1918 Irish general election.Events overtook the government. In the 1918 Irish general election, the pro-independence Sinn Féin party won the overwhelming majority of Irish seats. Sinn Féin's elected members boycotted the British parliament and founded a separate Irish parliament (Dáil Éireann), declaring an independent Irish Republic covering the whole island. Many Irish republicans blamed the British establishment for the sectarian divisions in Ireland, and believed that Ulster unionism would fade once British rule was ended. The British authorities outlawed the Dáil in September 1919, and a guerrilla conflict developed as the Irish Republican Army (IRA) began attacking British forces. This became known as the Irish War of Independence.
Meanwhile, the Government of Ireland Act 1920 passed through the British parliament in 1920. It would divide Ireland into two self-governing UK territories: the six northeastern counties (Northern Ireland) being ruled from Belfast, and the other twenty-six counties (Southern Ireland) being ruled from Dublin. Both would have a shared Lord Lieutenant of Ireland, who would appoint both governments and a Council of Ireland, which the UK government intended to evolve into an all-Ireland parliament. The Act received royal assent that December, becoming the Government of Ireland Act 1920. It came into force on 3 May 1921, partitioning Ireland and creating Northern Ireland. the 1921 Irish elections were held on 24 May, in which unionists won most seats in the Northern Ireland parliament. It first met on 7 June and formed its first devolved government, headed by Ulster Unionist Party leader James Craig. Irish nationalist members refused to attend. King George V addressed the ceremonial opening of the Northern parliament on 22 June.During 1920–22, in what became Northern Ireland, partition was accompanied by violence "in defence or opposition to the new settlement" during The Troubles (1920–1922). The IRA carried out attacks on British forces in the north-east but was less active than in the rest of Ireland. Protestant loyalists attacked Catholics in reprisal for IRA actions. In the summer of 1920, sectarian violence erupted in Belfast and Derry, and there were mass burnings of Catholic property in Lisburn and Banbridge. Conflict continued intermittently for two years, mostly in Belfast, which saw "savage and unprecedented" communal violence between Protestants and Catholics, including rioting, gun battles, and bombings. Homes, businesses, and churches were attacked and people were expelled from workplaces and mixed neighbourhoods. More than 500 were killed and more than 10,000 became refugees, most of them Catholics. The British Army was deployed and the Ulster Special Constabulary (USC) was formed to help the regular police. The USC was almost wholly Protestant. Members of the USC and regular police were involved in reprisal attacks on Catholic civilians. A truce between British forces and the IRA was established on 11 July 1921, ending the fighting in most of Ireland. However, communal violence continued in Belfast, and in 1922 the IRA launched a guerrilla offensive along the new Irish border.The Anglo-Irish Treaty was signed between representatives of the governments of the UK and the Irish Republic on 6 December 1921, creating the Irish Free State. Under the terms of the treaty, Northern Ireland would become part of the Free State unless its government opted out by presenting an address to the king, although in practice partition remained in place.
As expected, the Parliament of Northern Ireland resolved on 7 December 1922 (the day after the establishment of the Irish Free State) to exercise its right to opt out of the Free State by making an address to King George V. The text of the address was: Most Gracious Sovereign, We, your Majesty's most dutiful and loyal subjects, the Senators and Commons of Northern Ireland in Parliament assembled, having learnt of the passing of the Irish Free State Constitution Act 1922, being the Act of Parliament for the ratification of the Articles of Agreement for a Treaty between Great Britain and Ireland, do, by this humble Address, pray your Majesty that the powers of the Parliament and Government of the Irish Free State shall no longer extend to Northern Ireland. Shortly afterwards, the Irish Boundary Commission was established to decide on the border between the Irish Free State and Northern Ireland. Owing to the outbreak of the Irish Civil War, the work of the commission was delayed until 1925. The Free State government and Irish nationalists hoped for a large transfer of territory to the Free State, as many border areas had nationalist majorities. Many believed this would leave the remaining Northern Ireland territory too small to be viable. However, the commission's final report recommended only small transfers of territory, and in both directions. The Free State, Northern Ireland, and UK governments agreed to suppress the report and accept the status quo, while the UK government agreed that the Free State would no longer have to pay a share of the UK national debt.
=== 1925–1965 ===
Northern Ireland's border was drawn to give it "a decisive Protestant majority". At the time of its creation, Northern Ireland's population was two-thirds Protestant and one-third Catholic. Most Protestants were unionists/loyalists who sought to maintain Northern Ireland as a part of the United Kingdom, while most Catholics were Irish nationalists/republicans who sought an independent United Ireland. There was mutual self-imposed segregation in Northern Ireland between Protestants and Catholics such as in education, housing, and often employment.For its first fifty years, Northern Ireland had an unbroken series of Ulster Unionist Party governments. Every prime minister and almost every minister of these governments were members of the Orange Order, as were all but 11 of the 149 Ulster Unionist Party (UUP) MPs elected during this time. Almost all judges and magistrates were Protestant, many of them closely associated with the UUP. Northern Ireland's new police force was the Royal Ulster Constabulary (RUC), which succeeded the Royal Irish Constabulary (RIC). It too was almost wholly Protestant and lacked operational independence, responding to directions from government ministers. The RUC and the reserve Ulster Special Constabulary (USC) were militarized police forces due to the perceived threat of militant republicanism. In 1936 the British advocacy group - the National Council for Civil Liberties characterised the USC as "nothing but the organised army of the Unionist party". They "had at their disposal the Special Powers Act, a sweeping piece of legislation which allowed arrests without warrant, internment without trial, unlimited search powers, and bans on meetings and publications". This 1922 Act was made permanent in 1933 and was not repealed until 1973.The Nationalist Party was the main political party in opposition to the UUP governments. However, its elected members often protested by abstaining from the Northern Ireland parliament, and many nationalists did not vote in parliamentary elections. Other early nationalist groups which campaigned against partition included the National League of the North (formed in 1928), the Northern Council for Unity (formed in 1937) and the Irish Anti-Partition League (formed in 1945).The Local Government Act (Northern Ireland) of 1922 allowed for the altering of municipal and rural boundaries. This Act led to the gerrymandering of election boundaries in the Nationalists majority cities of Derry City, Enniskillen, Omagh, Armagh and many other towns and rural districts. That action ensured Unionist control over local councils in areas where they were a minority. The UUP governments, and some UUP-dominated local authorities, discriminated against the Catholic and Irish nationalist minority; especially by the gerrymandering of electoral boundaries, the allocation of public housing, public sector employment, and policing, showing "a consistent and irrefutable pattern of deliberate discrimination against Catholics". Many Catholics/Nationalists saw the gerrymandered electoral boundaries and the abolishing of proportional representation as proof of government sponsored discrimination. Until 1969 a system was in place called plural voting which was a practice whereby one person might be able to vote multiple times in an election. Property and business owners could vote both in the constituency where their property lay and that in which they lived, if the two were different. This system often resulted in one person being able to cast multiple votes. Decades later, UUP First Minister of Northern Ireland, David Trimble, said that Northern Ireland under the UUP had been a "cold house" for Catholics.
During World War II, recruitment to the British military was noticeably lower than the high levels reached during World War I. In June 1940, to encourage the neutral Irish state to join with the Allies, British Prime Minister Winston Churchill indicated to Taoiseach Éamon de Valera that the British government would encourage Irish unity, but believing that Churchill could not deliver, de Valera declined the offer. The British did not inform the government of Northern Ireland that they had made the offer to the Dublin government, and de Valera's rejection was not publicised until 1970. Belfast was a key industrial city in the UK's war effort, producing ships, tanks, aircraft, and munitions. The unemployment that had been so persistent in the 1930s disappeared, and labour shortages appeared, prompting migration from the Free State. The city was thinly defended, and had only 24 anti-aircraft guns. Richard Dawson Bates, the Minister for Home Affairs, had prepared too late, assuming that Belfast was far enough away to be safe. The city's fire brigade was inadequate, and as the Northern Ireland government had been reluctant to spend money on air raid shelters, it only started to build them after the Blitz in London during the autumn of 1940. There were no searchlights in the city, which made shooting down enemy bombers more difficult. In April–May 1941, the Belfast Blitz began when the Luftwaffe launched a series of raids that were the most deadly seen outside London. Working class areas in the north and east of the city were particularly hard hit, and over 1,000 people were killed and hundreds were seriously injured. Tens of thousands of people fled the city in fear of future attacks. In the final raid, Luftwaffe bombs inflicted extensive damage to the docks and the Harland & Wolff shipyard, closing it for six months. Half of the city's houses had been destroyed, highlighting the terrible slum conditions in Belfast, and about £20 million worth of damage was caused. The Northern Ireland government was criticised heavily for its lack of preparation, and Northern Ireland Prime Minister J. M. Andrews resigned. There was a major munitions strike in 1944.The Ireland Act 1949 gave the first legal guarantee that the region would not cease to be part of the United Kingdom without the consent of the Parliament of Northern Ireland.
From 1956 to 1962, the Irish Republican Army (IRA) carried out a limited guerrilla campaign in border areas of Northern Ireland, called the Border Campaign. It aimed to destabilize Northern Ireland and bring about an end to partition but failed.In 1965, Northern Ireland's Prime Minister Terence O'Neill met the Taoiseach, Seán Lemass. It was the first meeting between the two heads of government since partition.
=== The Troubles ===
The Troubles, which started in the late 1960s, consisted of about 30 years of recurring acts of intense violence during which 3,254 people were killed with over 50,000 casualties. From 1969 to 2003 there were over 36,900 shooting incidents and over 16,200 bombings or attempted bombings associated with The Troubles. The conflict was caused by the disputed status of Northern Ireland within the United Kingdom and the discrimination against the Irish nationalist minority by the dominant unionist majority. From 1967 to 1972 the Northern Ireland Civil Rights Association (NICRA), which modelled itself on the US civil rights movement, led a campaign of civil resistance to anti-Catholic discrimination in housing, employment, policing, and electoral procedures. The franchise for local government elections included only rate-payers and their spouses, and so excluded over a quarter of the electorate. While the majority of disenfranchised electors were Protestant, Catholics were over-represented since they were poorer and had more adults still living in the family home.
NICRA's campaign, seen by many unionists as an Irish republican front, and the violent reaction to it proved to be a precursor to a more violent period. As early as 1969, armed campaigns of paramilitary groups began, including the Provisional IRA campaign of 1969–1997 which was aimed at the end of British rule in Northern Ireland and the creation of a United Ireland, and the Ulster Volunteer Force, formed in 1966 in response to the perceived erosion of both the British character and unionist domination of Northern Ireland. The state security forces – the British Army and the police (the Royal Ulster Constabulary) – were also involved in the violence. The UK Government's position is that its forces were neutral in the conflict, trying to uphold law and order in Northern Ireland and the right of the people of Northern Ireland to democratic self-determination. Republicans regarded the state forces as combatants in the conflict, pointing to the collusion between the state forces and the loyalist paramilitaries as proof of this. The "Ballast" investigation by the Police Ombudsman for Northern Ireland has confirmed that British forces, and in particular the RUC, did collude with loyalist paramilitaries, were involved in murder, and did obstruct the course of justice when such claims had been investigated, although the extent to which such collusion occurred is still disputed.
As a consequence of the worsening security situation, the autonomous regional government for Northern Ireland was suspended in 1972. Alongside the violence, there was a political deadlock between the major political parties in Northern Ireland, including those who condemned the violence, over the future status of Northern Ireland and the form of government there should be within Northern Ireland. In 1973, Northern Ireland held a referendum to determine if it should remain in the United Kingdom, or be part of a united Ireland. The vote went heavily in favour (98.9%) of maintaining the status quo. Approximately 57.5% of the total electorate voted in support, but only 1% of Catholics voted following a boycott organised by the Social Democratic and Labour Party (SDLP).
==== Peace process ====
The Troubles were brought to an uneasy end by a peace process that included the declaration of ceasefires by most paramilitary organisations and the complete decommissioning of their weapons, the reform of the police, and the corresponding withdrawal of army troops from the streets and sensitive border areas such as South Armagh and Fermanagh, as agreed by the signatories to the Belfast Agreement (commonly known as the "Good Friday Agreement"). This reiterated the long-held British position, which had never before been fully acknowledged by successive Irish governments, that Northern Ireland will remain within the United Kingdom until a majority of voters in Northern Ireland decides otherwise. The Constitution of Ireland was amended in 1999 to remove a claim of the "Irish nation" to sovereignty over the entire island (in Article 2).
The new Articles 2 and 3, added to the Constitution to replace the earlier articles, implicitly acknowledge that the status of Northern Ireland, and its relationships within the rest of the United Kingdom and with the Republic of Ireland, would only be changed with the agreement of a majority of voters in each jurisdiction. This aspect was also central to the Belfast Agreement which was signed in 1998 and ratified by referendums held simultaneously in both Northern Ireland and the Republic. At the same time, the UK Government recognised for the first time, as part of the prospective, the so-called "Irish dimension": the principle that the people of the island of Ireland as a whole have the right, without any outside interference, to solve the issues between North and South by mutual consent. The latter statement was key to winning support for the agreement from nationalists. It established a devolved power-sharing government, the Northern Ireland Assembly, located on the Stormont Estate, which must consist of both unionist and nationalist parties. These institutions were suspended by the UK Government in 2002 after Police Service of Northern Ireland (PSNI) allegations of spying by people working for Sinn Féin at the Assembly (Stormontgate). The resulting case against the accused Sinn Féin member collapsed.On 28 July 2005, the Provisional IRA declared an end to its campaign and has since decommissioned what is thought to be all of its arsenal. This final act of decommissioning was performed under the watch of the Independent International Commission on Decommissioning (IICD) and two external church witnesses. Many unionists, however, remained skeptical. The IICD later confirmed that the main loyalist paramilitary groups, the Ulster Defence Association, UVF, and the Red Hand Commando, had decommissioned what is thought to be all of their arsenals, witnessed by former archbishop Robin Eames and a former top civil servant.Politicians elected to the Assembly at the 2003 Assembly election were called together on 15 May 2006 under the Northern Ireland Act 2006 to elect a First Minister and deputy First Minister of Northern Ireland and choose the members of an Executive (before 25 November 2006) as a preliminary step to the restoration of devolved government.
Following the election on 7 March 2007, the devolved government returned on 8 May 2007 with Democratic Unionist Party (DUP) leader Ian Paisley and Sinn Féin deputy leader Martin McGuinness taking office as First Minister and deputy First Minister, respectively. In its white paper on Brexit the United Kingdom government reiterated its commitment to the Belfast Agreement. Concerning Northern Ireland's status, it said that the UK Government's "clearly-stated preference is to retain Northern Ireland's current constitutional position: as part of the UK, but with strong links to Ireland".
== Politics ==
=== Background ===
The main political divide in Northern Ireland is between unionists, who wish to see Northern Ireland continue as part of the United Kingdom, and nationalists, who wish to see Northern Ireland unified with the Republic of Ireland, independent from the United Kingdom. These two opposing views are linked to deeper cultural divisions. Unionists are predominantly Ulster Protestant, descendants of mainly Scottish, English, and Huguenot settlers as well as Gaels who converted to one of the Protestant denominations. Nationalists are overwhelmingly Catholic and descend from the population predating the settlement, with a minority from the Scottish Highlands as well as some converts from Protestantism. Discrimination against nationalists under the Stormont government (1921–1972) gave rise to the civil rights movement in the 1960s.While some unionists argue that discrimination was not just due to religious or political bigotry, but also the result of more complex socio-economic, socio-political and geographical factors, its existence, and the manner in which nationalist anger at it was handled, were a major contributing factor to the Troubles. The political unrest went through its most violent phase between 1968 and 1994.
In 2007, 36% of the population defined themselves as unionist, 24% as nationalist, and 40% defined themselves as neither. According to a 2015 opinion poll, 70% express a long-term preference of the maintenance of Northern Ireland's membership of the United Kingdom (either directly ruled or with devolved government), while 14% express a preference for membership of a united Ireland. This discrepancy can be explained by the overwhelming preference among Protestants to remain a part of the UK (93%), while Catholic preferences are spread across several solutions to the constitutional question including remaining a part of the UK (47%), a united Ireland (32%), Northern Ireland becoming an independent state (4%), and those who "don't know" (16%).Official voting figures, which reflect views on the "national question" along with issues of the candidate, geography, personal loyalty, and historic voting patterns, show 54% of Northern Ireland voters vote for unionist parties, 42% vote for nationalist parties, and 4% vote "other". Opinion polls consistently show that the election results are not necessarily an indication of the electorate's stance regarding the constitutional status of Northern Ireland. Most of the population of Northern Ireland are at least nominally Christian, mostly Roman Catholic and Protestant denominations. Many voters (regardless of religious affiliation) are attracted to unionism's conservative policies, while other voters are instead attracted to the traditionally leftist Sinn Féin and SDLP and their respective party platforms for democratic socialism and social democracy.For the most part, Protestants feel a strong connection with Great Britain and wish for Northern Ireland to remain part of the United Kingdom. Many Catholics however, generally aspire to a United Ireland or are less certain about how to solve the constitutional question. Protestants have a slight majority in Northern Ireland, according to the latest Northern Ireland census. The make-up of the Northern Ireland Assembly reflects the appeals of the various parties within the population. Of the 90 Members of the Legislative Assembly (MLAs), 37 are unionists and 35 are nationalists (the remaining 18 are classified as "other").
=== Governance ===
Since 1998, Northern Ireland has had devolved government within the United Kingdom, presided over by the Northern Ireland Assembly and a cross-community government (the Northern Ireland Executive). The UK Government and UK Parliament are responsible for reserved and excepted matters. Reserved matters comprise listed policy areas (such as civil aviation, units of measurement, and human genetics) that Parliament may devolve to the Assembly some time in the future. Excepted matters (such as international relations, taxation and elections) are never expected to be considered for devolution. On all other governmental matters, the Executive together with the 90-member Assembly may legislate for and govern Northern Ireland. Devolution in Northern Ireland is dependent upon participation by members of the Northern Ireland executive in the North/South Ministerial Council, which coordinates areas of cooperation (such as agriculture, education, and health) between Northern Ireland and the Republic of Ireland. Additionally, "in recognition of the Irish Government's special interest in Northern Ireland", the Government of Ireland and Government of the United Kingdom co-operate closely on non-devolved matters through the British–Irish Intergovernmental Conference.
Elections to the Northern Ireland Assembly are by single transferable vote with five Members of the Legislative Assembly (MLAs) elected from each of 18 parliamentary constituencies. In addition, eighteen representatives (Members of Parliament, MPs) are elected to the lower house of the UK parliament from the same constituencies using the first-past-the-post system. However, not all of those elected take their seats. Sinn Féin MPs, currently seven, refuse to take the oath to serve the King that is required before MPs are allowed to take their seats. In addition, the upper house of the UK parliament, the House of Lords, currently has some 25 appointed members from Northern Ireland.
The Northern Ireland Office represents the UK Government in Northern Ireland on reserved matters and represents Northern Ireland's interests within the UK Government. Additionally, the Republic's government also has the right to "put forward views and proposals" on non-devolved matters about Northern Ireland. The Northern Ireland Office is led by the Secretary of State for Northern Ireland, who sits in the Cabinet of the United Kingdom.
Northern Ireland is a distinct legal jurisdiction, separate from the two other jurisdictions in the United Kingdom (England and Wales, and Scotland). Northern Ireland law developed from Irish law that existed before the partition of Ireland in 1921. Northern Ireland is a common law jurisdiction and its common law is similar to that in England and Wales. However, there are important differences in law and procedure between Northern Ireland and England and Wales. The body of statute law affecting Northern Ireland reflects the history of Northern Ireland, including Acts of the Parliament of the United Kingdom, the Northern Ireland Assembly, the former Parliament of Northern Ireland and the Parliament of Ireland, along with some Acts of the Parliament of England and of the Parliament of Great Britain that were extended to Ireland under Poynings' Law between 1494 and 1782.
=== Descriptions ===
There is no generally accepted term to describe what Northern Ireland is: province, region, country or something else. The choice of term can be controversial and can reveal the writer's political preferences. This has been noted as a problem by several writers on Northern Ireland, with no generally recommended solution.Owing in part to how the United Kingdom, and Northern Ireland, came into being, there is no legally defined term to describe what Northern Ireland 'is'. There is also no uniform or guiding way to refer to Northern Ireland amongst the agencies of the UK Government. For example, the websites of the Office of the Prime Minister of the United Kingdom and the UK Statistics Authority describe the United Kingdom as being made up of four countries, one of these being Northern Ireland. Other pages on the same websites refer to Northern Ireland specifically as a "province" as do publications of the UK Statistics Authority. The website of the Northern Ireland Statistics and Research Agency also refers to Northern Ireland as being a province as does the website of the Office of Public Sector Information and other agencies within Northern Ireland. Publications of HM Treasury and the Department of Finance and Personnel of the Northern Ireland Executive, on the other hand, describe Northern Ireland as being a "region of the UK". The UK's submission to the 2007 United Nations Conference on the Standardization of Geographical Names defines the UK as being made up of two countries (England and Scotland), one principality (Wales) and one province (Northern Ireland).Unlike England, Scotland, and Wales, Northern Ireland has no history of being an independent country or of being a nation in its own right. Some writers describe the United Kingdom as being made up of three countries and one province or point out the difficulties with calling Northern Ireland a country. Authors writing specifically about Northern Ireland dismiss the idea that Northern Ireland is a "country" in general terms, and draw contrasts in this respect with England, Scotland and Wales. Even for the period covering the first 50 years of Northern Ireland's existence, the term country is considered inappropriate by some political scientists on the basis that many decisions were still made in London. The absence of a distinct nation of Northern Ireland, separate within the island of Ireland, is also pointed out as being a problem with using the term and is in contrast to England, Scotland, and Wales.Many commentators prefer to use the term "province", although that is also not without problems. It can arouse irritation, particularly among nationalists, for whom the title province is properly reserved for the traditional province of Ulster, of which Northern Ireland comprises six out of nine counties. The BBC style guide is to refer to Northern Ireland as a province, and use of the term is common in literature and newspaper reports on Northern Ireland and the United Kingdom. Some authors have described the meaning of this term as being equivocal: referring to Northern Ireland as being a province both of the United Kingdom and the traditional country of Ireland."Region" is used by several UK government agencies and the European Union. Some authors choose this word but note that it is "unsatisfactory". Northern Ireland can also be simply described as "part of the UK", including by the UK government offices.
=== Alternative names ===
Many people inside and outside Northern Ireland use other names for Northern Ireland, depending on their point of view. Disagreement on names, and the reading of political symbolism into the use or non-use of a word, also attaches itself to some urban centres. The most notable example is whether Northern Ireland's second-largest city should be called "Derry" or "Londonderry".
Choice of language and nomenclature in Northern Ireland often reveals the cultural, ethnic, and religious identity of the speaker. Those who do not belong to any group but lean towards one side often tend to use the language of that group. Supporters of unionism in the British media (notably The Daily Telegraph and the Daily Express) regularly call Northern Ireland "Ulster". Many media outlets in the Republic use "North of Ireland" (or simply "the North"), as well as the "Six Counties". The New York Times has also used "the North".Government and cultural organisations in Northern Ireland often use the word "Ulster" in their title; for example, the University of Ulster, the Ulster Museum, the Ulster Orchestra, and BBC Radio Ulster.
Although some news bulletins since the 1990s have opted to avoid all contentious terms and use the official name, Northern Ireland, the term "the North" remains commonly used by broadcast media in the Republic.
==== Unionist ====
Ulster, strictly speaking, refers to the province of Ulster, of which six of nine historical counties are in Northern Ireland. The term "Ulster" is widely used by unionists and the British press as shorthand for Northern Ireland, and is also favoured by Ulster nationalists. In the past, calls have been made for Northern Ireland's name to be changed to Ulster. This proposal was formally considered by the Government of Northern Ireland in 1937 and by the UK Government in 1949 but no change was made.
The Province refers to the historic Irish province of Ulster but today is used by some as shorthand for Northern Ireland. The BBC, in its editorial guidance for Reporting the United Kingdom, states that "the Province" is an appropriate secondary synonym for Northern Ireland, while "Ulster" is not. It also suggests that "people of Northern Ireland" is preferred to "British" or "Irish", and the term "mainland" should be avoided in reporting about Great Britain and Northern Ireland.
==== Nationalist ====
North of Ireland – used to avoid using the name given by the British-enacted Government of Ireland Act 1920.
The Six Counties (na Sé Chontae) – the Republic of Ireland is similarly described as the Twenty-Six Counties. Some of the users of these terms contend that using the official name of the region would imply acceptance of the legitimacy of the Government of Ireland Act.
The Occupied Six Counties – used by some republicans. The Republic, whose legitimacy is similarly not recognised by republicans opposed to the Belfast Agreement, is described as the "Free State", referring to the Irish Free State, which gained independence (as a Dominion) in 1922.
British-Occupied Ireland – Similar in tone to the Occupied Six Counties, this term is used by more dogmatic republicans, such as Republican Sinn Féin, who still hold that the Second Dáil was the last legitimate government of Ireland and that all governments since have been foreign-imposed usurpations of Irish national self-determination.
==== Other ====
Norn Iron or "Norniron" – is an informal and affectionate local nickname used to refer to Northern Ireland, derived from the pronunciation of the words "Northern Ireland" in an exaggerated Ulster accent (particularly one from the greater Belfast area). The phrase is seen as a lighthearted way to refer to Northern Ireland, based as it is on regional pronunciation. It often refers to the Northern Ireland national football team.
== Geography and climate ==
=== Geological history ===
The volcanic activity which created the Antrim Plateau also formed the geometric pillars of the Giant's Causeway on the north Antrim coast. Also in north Antrim are the Carrick-a-Rede Rope Bridge, Mussenden Temple and the Glens of Antrim.
Northern Ireland was covered by an ice sheet for most of the last ice age and on numerous previous occasions, the legacy of which can be seen in the extensive coverage of drumlins in Counties Fermanagh, Armagh, Antrim and particularly Down.
=== Major features ===
The centrepiece of Northern Ireland's geography is Lough Neagh, at 151 square miles (391 km2) the largest freshwater lake both on the island of Ireland and in the British Isles. A second extensive lake system is centred on Lower and Upper Lough Erne in Fermanagh. The largest island of Northern Ireland is Rathlin, off the north Antrim coast. Strangford Lough is the largest inlet in the British Isles, covering 150 km2 (58 sq mi).
There are substantial uplands in the Sperrin Mountains (an extension of the Caledonian mountain belt) with extensive gold deposits, the granite Mourne Mountains and the basalt Antrim Plateau, as well as smaller ranges in South Armagh and along the Fermanagh–Tyrone border. None of the hills are especially high, with Slieve Donard in the dramatic Mournes reaching 850 metres (2,789 ft), Northern Ireland's highest point. Belfast's most prominent peak is Cavehill.
The Lower and Upper River Bann, River Foyle and River Blackwater form extensive fertile lowlands, with excellent arable land also found in North and East Down, although much of the hill country is marginal and suitable largely for animal husbandry. The valley of the River Lagan is dominated by Belfast, whose metropolitan area includes over a third of the population of Northern Ireland, with heavy urbanisation and industrialisation along the Lagan Valley and both shores of Belfast Lough.
=== Climate ===
The vast majority of Northern Ireland has a temperate maritime climate, (Cfb in the Köppen climate classification) rather wetter in the west than the east, although cloud cover is very common across the region. The weather is unpredictable at all times of the year, and although the seasons are distinct, they are considerably less pronounced than in interior Europe or the eastern seaboard of North America. Average daytime maximums in Belfast are 6.5 °C (43.7 °F) in January and 17.5 °C (63.5 °F) in July. The highest maximum temperature recorded was 31.4 °C (88.5 °F), registered in July 2021 at Armagh Observatory's weather station. The lowest minimum temperature recorded was −18.7 °C (−1.7 °F) at Castlederg, County Tyrone on 23 December 2010.
=== Flora and fauna ===
==== Flora and afforestation ====
Until the end of the Middle Ages, the land was heavily forested. Native species include deciduous trees such as oak, ash, hazel, birch, alder, willow, aspen, elm, rowan and hawthorn, as well as evergreen trees such Scots pine, yew and holly. Today, only 8% of Northern Ireland is woodland, and most of this is non-native conifer plantations.As of the 21st century, Northern Ireland is the least forested part of the United Kingdom and Ireland, and one of the least forested countries in Europe.
==== Fauna ====
The only native reptile in Northern Ireland is the viviparous lizard, or common lizard, which is widely distributed, particularly in heaths, bogs and sand dunes. The common frog is a very widespread species. Some lakes support internationally important bird populations, Lough Neagh and Lough Beg hold up to 80,000 wintering waterfowl of some 20 species, including ducks, geese, swans and gulls. The otter is the fourth largest land mammal in Northern Ireland. It can be found along the river systems, although it is seldom seen and will avoid contact with humans. 356 species of marine algae have been recorded in the northeast of Ireland; 77 species are considered rare.
=== Counties ===
Northern Ireland consists of six historic counties: County Antrim, County Armagh, County Down, County Fermanagh, County Londonderry, and County Tyrone.
These counties are no longer used for local government purposes; instead, there are eleven districts of Northern Ireland which have different geographical extents. These were created in 2015, replacing the twenty-six districts which previously existed.Although counties are no longer used for local governmental purposes, they remain a popular means of describing where places are. They are officially used while applying for an Irish passport, which requires one to state one's county of birth. The name of that county then appears in both Irish and English on the passport's information page, as opposed to the town or city of birth on the United Kingdom passport. The Gaelic Athletic Association still uses the counties as its primary means of organisation and fields representative teams of each GAA county. The original system of car registration numbers largely based on counties remains in use. In 2000, the telephone numbering system was restructured into an 8-digit scheme with (except for Belfast) the first digit approximately reflecting the county.
The county boundaries still appear on Ordnance Survey of Northern Ireland Maps and the Philip's Street Atlases, among others. With their decline in official use, there is often confusion surrounding towns and cities which lie near county boundaries, such as Belfast and Lisburn, which are split between counties Down and Antrim (the majorities of both cities, however, are in Antrim).
In March 2018, The Sunday Times published its list of Best Places to Live in Britain, including the following places in Northern Ireland: Ballyhackamore near Belfast (overall best for Northern Ireland), Holywood, County Down, Newcastle, County Down, Portrush, County Antrim, Strangford, County Down.
=== Cities and major towns ===
== Economy ==
Northern Ireland traditionally had an industrial economy, most notably featuring shipbuilding, rope manufacture, and textiles. In 2019, 53% of GVA was generated by services, 22% by the public sector, 15% by production, 8% by construction and 2% by agriculture.
=== Technology ===
Belfast is the United Kingdom's second largest tech hub outside of London with more than 25% of their jobs being technology related. Many established multinational tech companies such as Fujitsu, SAP, IBM and Microsoft have a presence here. It is regarded an appealing place to live for tech professionals and has a low cost of living compared to other cities.
=== Tourism ===
In 2019 Northern Ireland welcomed 5.3m visitors, who spent over £1billion. A total of 167 cruise ships docked at Northern Ireland ports in 2019. Tourism in recent years has been a major growth area with key attractions including the Giants Causeway and the many castles in the region with the historic towns and cities of Belfast, Derry, Armagh and Enniskillen being popular with tourists. Entertainment venues include the SSE Arena, Waterfront Hall, the Grand Opera House and Custom House Square. Tourists use various means of transport around Northern Ireland such as vehicle hire, guided tours, taxi tours, electric bikes, electric cars and public transport.
=== Shipbuilding ===
Belfast currently has an 81-acre shipyard which was purposely developed to be able to take some of the world's largest vessels. It has the largest dry dock for ships in Europe measuring 556m x 93m and has 106m high cranes, it is ideally situated between the Atlantic Ocean and the North Sea. The shipyard can build ships and complete maintenance contracts such as the contracts awarded by P&O and Cunard cruise ships in 2022.
=== Agriculture ===
Northern Ireland feeds around 10 million people when their population is only 1.8 million. The predominant activity on Northern Ireland farms in 2022 was cattle & sheep. 79 per cent of farms in Northern Ireland have some cattle, 38 per cent have some sheep. Over three quarters of farms in Northern Ireland are very small, in 2022 there were 26,089 farms in Northern Ireland with approximately one million hectares of land farmed.
=== Dual-market access ===
Northern Ireland is in a unique position where it can sell goods to the rest of the United Kingdom and the European Union tariff-free, free from customs declarations, rules of origin certificates and non-tariff barriers on the sale of goods to both regions.
=== Northern Ireland trade comparison ===
Below is a comparison of the goods being sold and purchased between Northern Ireland and the United Kingdom, compared with the goods being exported and imported between Northern Ireland and the Republic of Ireland:
== Transport ==
Northern Ireland has underdeveloped transport infrastructure, with most infrastructure concentrated around Greater Belfast, Greater Derry, and Craigavon. Northern Ireland is served by three airports—Belfast International near Antrim, George Best Belfast City integrated into the railway network at Sydenham in East Belfast, and City of Derry in County Londonderry. There are upgrade plans to transform the railway network in Northern Ireland including new lines from Derry to Portadown and Belfast to Newry, though it will take the best part of 25 years to deliver. There are major seaports at Larne and Belfast which carry passengers and freight between Great Britain and Northern Ireland.
Passenger railways are operated by Northern Ireland Railways. With Iarnród Éireann (Irish Rail), Northern Ireland Railways co-operates in providing the joint Enterprise service between Dublin Connolly and Lanyon Place. The whole of Ireland has a mainline railway network with a gauge of 5 ft 3 in (1,600 mm), which is unique in Europe and has resulted in distinct rolling stock designs. The only preserved line of this gauge on the island is the Downpatrick and County Down Railway, which operates heritage steam and diesel locomotives. Main railway lines linking to and from Belfast Great Victoria Street railway station and Lanyon Place railway station are:
The Derry Line and the Portrush Branch.
The Larne Line
The Bangor Line
The Portadown LineThe Derry line is the busiest single track railway line in the United Kingdom, carrying 3 million passengers per annum, the Derry-Londonderry Line has also been described by Michael Palin as “one of the most beautiful rail journeys in the world”.Main motorways are:
M1 connecting Belfast to the south and west, ending in Dungannon
M2 connecting Belfast to the north. An unconnected section of the M2 also by-passes BallymenaAdditional short motorway spurs include:
M12 connecting the M1 to Portadown
M22 connecting the M2 to near Randalstown
M3 connecting the M1 (via the A12) and M2 in Belfast with the A2 dual carriageway to Bangor
M5 connecting Belfast to NewtownabbeyThe cross-border road connecting the ports of Larne in Northern Ireland and Rosslare Harbour in the Republic of Ireland is being upgraded as part of an EU-funded scheme. European route E01 runs from Larne through the island of Ireland, Spain, and Portugal to Seville.
== Demographics ==
The population of Northern Ireland has risen yearly since 1978. The population at the time of the 2021 census was 1.9 million, having grown 5% over the previous decade. The population in 2011 was 1.8 million, a rise of 7.5% over the previous decade. The current population makes up 2.8% of the UK's population (67 million) and 27% of the island of Ireland's population (7.03 million). The population density is 135 inhabitants / km2.
As of the 2021 census, the population of Northern Ireland is almost entirely white (96.6%). In 2021, 86.5% of the population were born in Northern Ireland, with 4.8% born in Great Britain, 2.1% born in the Republic of Ireland, and 6.5% born elsewhere (more than half of them in another European country). In 2021 the largest non-white ethnic groups were black (0.6%), Indian (0.5%), and Chinese (0.5%). In 2011, 88.8% of the population were born in Northern Ireland, 4.5% in Great Britain, and 2.9% in the Republic of Ireland. 4.3% were born elsewhere; triple the amount there were in 2001.
=== Identity and citizenship ===
In Northern Ireland censuses, respondents can choose more than one national identity. In 2021:
42.8% identified as British, solely or along with other national identities
33.3% identified as Irish, solely or along with other national identities
31.5% identified as Northern Irish, solely or along with other national identitiesThe main national identities given in recent censuses were:
As of the 2021 census, regarding national identity, four of the six traditional counties had an Irish plurality and two had a British plurality.
=== Religion ===
At the 2021 census, 42.3% of the population identified as Roman Catholic, 37.3% as Protestant/other Christian, 1.3% as other religions, while 17.4% identified with no religion or did not state one. The biggest of the Protestant/other Christian denominations were the Presbyterian Church (16.6%), the Church of Ireland (11.5%) and the Methodist Church (2.3%). At the 2011 census, 41.5% of the population identified as Protestant/other Christian, 41% as Roman Catholic, 0.8% as other religions, while 17% identified with no religion or did not state one. In terms of background (i.e. religion or religion brought up in), at the 2021 census 45.7% of the population came from a Catholic background, 43.5% from a Protestant background, 1.5% from other religious backgrounds, and 5.6% from non-religious backgrounds. This was the first time since Northern Ireland's creation that there were more people from a Catholic background than Protestant. At the 2011 census, 48% came from a Protestant background, 45% from a Catholic background, 0.9% from other religious backgrounds, and 5.6% from non-religious backgrounds.
In recent censuses, respondents gave their religious identity or religious upbringing as follows:
As of the 2021 census, regarding religious background, four of the six traditional counties had a Catholic majority, one had a Protestant plurality, and one had a Protestant majority.
Several studies and surveys carried out between 1971 and 2006 have indicated that, in general, most Protestants in Northern Ireland see themselves primarily as British, whereas most Catholics see themselves primarily as Irish. This does not, however, account for the complex identities within Northern Ireland, given that many of the population regard themselves as "Ulster" or "Northern Irish", either as a primary or secondary identity.
A 2008 survey found that 57% of Protestants described themselves as British, while 32% identified as Northern Irish, 6% as Ulster, and 4% as Irish. Compared to a similar survey in 1998, this shows a fall in the percentage of Protestants identifying as British and Ulster and a rise in those identifying as Northern Irish. The 2008 survey found that 61% of Catholics described themselves as Irish, with 25% identifying as Northern Irish, 8% as British, and 1% as Ulster. These figures were largely unchanged from the 1998 results.People born in Northern Ireland are, with some exceptions, deemed by UK law to be citizens of the United Kingdom. They are also, with similar exceptions, entitled to be citizens of Ireland. This entitlement was reaffirmed in the 1998 Good Friday Agreement between the British and Irish governments, which provides that:
...it is the birthright of all the people of Northern Ireland to identify themselves and be accepted as Irish or British, or both, as they may so choose, and accordingly [the two governments] confirm that their right to hold both British and Irish citizenship is accepted by both Governments and would not be affected by any future change in the status of Northern Ireland.
As a result of the Agreement, the Constitution of the Republic of Ireland was amended. The current wording provides that people born in Northern Ireland are entitled to be Irish citizens on the same basis as people from any other part of the island.Neither government, however, extends its citizenship to all persons born in Northern Ireland. Both governments exclude some people born in Northern Ireland, in particular persons born without one parent who is a British or Irish citizen. The Irish restriction was given effect by the twenty-seventh amendment to the Irish Constitution in 2004. The position in UK nationality law is that most of those born in Northern Ireland are UK nationals, whether or not they so choose. Renunciation of British citizenship requires the payment of a fee, currently £372.In recent censuses, residents said they held the following passports:
=== Languages ===
Irish is an official language of Northern Ireland as of 6 December 2022 when the Irish Language Act (Identity and Language (Northern Ireland) Act 2022) became law. The Irish Language Act officially repealed legislation from 1737 that banned the use of Irish in courts. English is a de facto official language. English is also spoken as a first language by 95.4% of the Northern Ireland population. Under the Good Friday Agreement, Irish and Ulster Scots (an Ulster dialect of the Scots language, sometimes known as Ullans), are recognised as "part of the cultural wealth of Northern Ireland". The Irish Language Act of 2022 also legislated commissioners for both Irish and Ulster Scots.Two all-island bodies for the promotion of these were created under the Agreement: Foras na Gaeilge, which promotes the Irish language, and the Ulster Scots Agency, which promotes the Ulster-Scots dialect and culture. These operate separately under the aegis of the North/South Language Body, which reports to the North/South Ministerial Council.
The UK Government in 2001 ratified the European Charter for Regional or Minority Languages. Irish (in Northern Ireland) was specified under Part III of the Charter, with a range of specific undertakings about education, translation of statutes, interaction with public authorities, the use of placenames, media access, support for cultural activities, and other matters. A lower level of recognition was accorded to Ulster-Scots, under Part II of the Charter.
==== English ====
According to the 2021 census, in 94.74% of households, all people aged 16 and above spoke English as their main language. The dialect of English spoken in Northern Ireland shows influence from the lowland Scots language. There are supposedly some minute differences in pronunciation between Protestants and Catholics, for instance; the name of the letter h, which Protestants tend to pronounce as "aitch", as in British English, and Catholics tend to pronounce as "haitch", as in Hiberno-English. However, geography is a much more important determinant of dialect than religious background.
==== Irish ====
The Irish language (Irish: an Ghaeilge), or Gaelic, is the second most spoken language in Northern Ireland and is a native language of Ireland. It was spoken predominantly throughout what is now Northern Ireland before the Ulster Plantations in the 17th century and most place names in Northern Ireland are anglicised versions of a Gaelic name. Today, the language is often associated with Irish nationalism (and thus with Catholics). However, in the 19th century, the language was seen as a common heritage, with Ulster Protestants playing a leading role in the Gaelic revival.In the 2021 census, 12.4% (compared with 10.7% in 2011) of the population of Northern Ireland claimed "some knowledge of Irish" and 3.9% (compared with 3.7% in 2011) reported being able to "speak, read, write and understand" Irish. In another survey, from 1999, 1% of respondents said they spoke it as their main language at home.The dialect spoken in Northern Ireland, Ulster Irish, has two main types, East Ulster Irish and Donegal Irish (or West Ulster Irish), is the one closest to Scottish Gaelic (which developed into a separate language from Irish Gaelic in the 17th century). Some words and phrases are shared with Scots Gaelic, and the dialects of east Ulster – those of Rathlin Island and the Glens of Antrim – were very similar to the dialect of Argyll, the part of Scotland nearest to Ireland. And those dialects of Armagh and Down were also very similar to the dialects of Galloway.
The use of the Irish language in Northern Ireland today is politically sensitive. The erection by some district councils of bilingual street names in both English and Irish, invariably in predominantly nationalist districts, is resisted by unionists who claim that it creates a "chill factor" and thus harms community relationships. Efforts by members of the Northern Ireland Assembly to legislate for some official uses of the language have failed to achieve the required cross-community support. In May 2022, the UK Government proposed a bill in the House of Lords to make Irish an official language (and support Ulster Scots) in Northern Ireland and to create an Irish Language Commissioner. The bill has since been passed, and received royal assent in December 2022. There has recently been an increase in interest in the language among unionists in East Belfast.
==== Ulster Scots ====
Ulster Scots comprises varieties of the Scots language spoken in Northern Ireland. For a native English speaker, "[Ulster Scots] is comparatively accessible, and even at its most intense can be understood fairly easily with the help of a glossary."Along with the Irish language, the Good Friday Agreement recognised the dialect as part of Northern Ireland's unique culture and the St Andrews Agreement recognised the need to "enhance and develop the Ulster Scots language, heritage and culture".At the time of the 2021 census, approximately 1.1% (compared to 0.9% in 2011) of the population claimed to be able to speak, read, write and understand Ulster-Scots, while 10.4% (compared to 8.1% in 2011) professed to have "some ability".
==== Sign languages ====
The most common sign language in Northern Ireland is Northern Ireland Sign Language (NISL). However, because in the past Catholic families tended to send their deaf children to schools in Dublin where Irish Sign Language (ISL) is commonly used, ISL is still common among many older deaf people from Catholic families.
Irish Sign Language (ISL) has some influence from the French family of sign language, which includes American Sign Language (ASL). NISL takes a large component from the British family of sign language (which also includes Auslan) with many borrowings from ASL. It is described as being related to Irish Sign Language at the syntactic level while much of the lexicon is based on British Sign Language (BSL).As of March 2004 the UK Government recognises only British Sign Language and Irish Sign Language as the official sign languages used in Northern Ireland.
== Culture ==
Northern Ireland shares both the culture of Ulster and the culture of the United Kingdom.
Northern Ireland has witnessed rising numbers of tourists. Attractions include concert venues, cultural festivals, musical and artistic traditions, countryside and geographical sites of interest, public houses, welcoming hospitality, and sports (especially golf and fishing). Since 1987 public houses have been allowed to open on Sundays, despite some opposition.
Parades are a prominent feature of Northern Ireland society, more so than in the rest of Ireland or the United Kingdom. Most are held by Protestant fraternities such as the Orange Order, and Ulster loyalist marching bands. Each summer, during the "marching season", these groups have hundreds of parades, deck streets with British flags, bunting and specially-made arches, and light large towering bonfires in the "Eleventh Night" celebrations. The biggest parades are held on 12 July (The Twelfth). There is often tension when these activities take place near Catholic neighbourhoods, which sometimes leads to violence.The Ulster Cycle is a large body of prose and verse centring on the traditional heroes of the Ulaid in what is now eastern Ulster. This is one of the four major cycles of Irish mythology. The cycle centres on the reign of Conchobar mac Nessa, who is said to have been the king of Ulster around the 1st century. He ruled from Emain Macha (now Navan Fort near Armagh), and had a fierce rivalry with queen Medb and king Ailill of Connacht and their ally, Fergus mac Róich, former king of Ulster. The foremost hero of the cycle is Conchobar's nephew Cúchulainn, who features in the epic prose/poem An Táin Bó Cúailnge (The Cattle Raid of Cooley, a casus belli between Ulster and Connaught).
=== Symbols ===
Northern Ireland comprises a patchwork of communities whose national loyalties are represented in some areas by flags flown from flagpoles or lamp posts. The Union Jack and the former Northern Ireland flag are flown in many loyalist areas, and the Tricolour, adopted by republicans as the flag of Ireland in 1916, is flown in some republican areas. Even kerbstones in some areas are painted red-white-blue or green-white-orange, depending on whether local people express unionist/loyalist or nationalist/republican sympathies.The official flag is that of the state having sovereignty over the territory, i.e. the Union Flag. The former Northern Ireland flag, also known as the "Ulster Banner" or "Red Hand Flag", is a banner derived from the coat of arms of the Government of Northern Ireland until 1972. Since 1972, it has had no official status. The Union Flag and the Ulster Banner are used exclusively by unionists. The UK flags policy states that in Northern Ireland, "The Ulster flag and the Cross of St Patrick have no official status and, under the Flags Regulations, are not permitted to be flown from Government Buildings."The Irish Rugby Football Union and the Church of Ireland have used the Saint Patrick's Saltire or "Cross of St Patrick". This red saltire on a white field was used to represent Ireland in the flag of the United Kingdom. It is still used by some British Army regiments. Foreign flags are also found, such as the Palestinian flags in some nationalist areas and Israeli flags in some unionist areas.The United Kingdom national anthem of "God Save the King" is often played at state events in Northern Ireland. At the Commonwealth Games and some other sporting events, the Northern Ireland team uses the Ulster Banner as its flag—notwithstanding its lack of official status—and the Londonderry Air (usually set to lyrics as Danny Boy), which also has no official status, as its national anthem. The Northern Ireland national football team also uses the Ulster Banner as its flag but uses "God Save The King" as its anthem.
Major Gaelic Athletic Association matches are opened by the national anthem of the Republic of Ireland, "Amhrán na bhFiann (The Soldier's Song)", which is also used by most other all-Ireland sporting organisations.
Since 1995, the Ireland rugby union team has used a specially commissioned song, "Ireland's Call" as the team's anthem. The Irish national anthem is also played at Dublin home matches, being the anthem of the host country.Northern Irish murals have become well-known features of Northern Ireland, depicting past and present events and documenting peace and cultural diversity. Almost 2,000 murals have been documented in Northern Ireland since the 1970s.
== Sport ==
Many sports are organised on an all-Ireland basis, with a single governing body and / or team for the whole island. The most notable exception is association football (soccer), which has a separate governing body, league and national team for Northern Ireland.
=== Field sports ===
==== Association football ====
The Irish Football Association (IFA) serves as the organising body for men's domestic and national association football in Northern Ireland, it is a member of the International Football Association Board which sets the rules for association football. The NIWFA are responsible for women's domestic and national association football in Northern Ireland.
The NIFL Premiership is a professional men's football league which operates at the highest division of the Northern Ireland Football League, the current format has been organised with 12 clubs. The winners will enter the first qualifying round of the Champions League, if they don’t progress they will enter the Europa League or Europa Conference League depending on performance. The two runners-up progress to the Europa Conference League with play-offs for another Europa Conference League position. The NLFL Women’s Premiership is a professional women’s football league which operates at the highest division in Northern Ireland with 10 clubs. The winner qualifies for a spot in the UEFA Women's Champions League.
The men's Northern Ireland national football team qualified for the 1958 FIFA World Cup, 1982 FIFA World Cup and 1986 FIFA World Cup, making it to the quarter-finals in 1958 and 1982 and made it the first knockout round in the European Championships in 2016.
==== Rugby union ====
The IRFU is the governing body for the sport of Rugby Union on the island of Ireland (Northern Ireland and the Republic of Ireland). Rugby in Northern Ireland is run within the historic province of Ulster which includes Northern Ireland plus 3 counties from the Republic of Ireland - Donegal, Cavan and Monaghan.
Ulster is one of the four professional provincial mens and womens teams in Ireland. The men's team competes in the United Rugby Championship and European Cup; it won the European Cup in 1999. The women's team compete in the IRFU Women's Interprovincial Series. Ulster Men’s Premiership - Division 1 and Ulster women’s Premiership are the two main domestic leagues within Ulster, the men’s league is split into group A and group B.
In international competitions, the Ireland Rugby Union Team represents both Northern Ireland and the Republic of Ireland and has had recent successes including four Triple Crowns between 2004 and 2009 and Grand Slams in 2009, 2018, and 2023 in the Six Nations Championship. The women’s international team won the 6 Nations Grand Slam for the first time in 2013 and reached the semi-finals of the Women's Rugby World Cup in 2014.
==== Rugby league ====
The Ireland national rugby league team has participated in the Emerging Nations Tournament (1995), the Super League World Nines (1996), the World Cup (2000, 2008, 2013, 2017, 2021), European Nations Cup (since 2003) and Victory Cup (2004).
The Ireland A rugby league team competes annually in the Amateur Four Nations competition (since 2002) and the St Patrick's Day Challenge (since 1995).
==== Cricket ====
The Ireland cricket team represents both Northern Ireland and the Republic of Ireland. It is a full member of the International Cricket Council, having been granted Test status and full membership by the ICC in June 2017. The side competes in Test cricket, the highest level of competitive cricket in the international arena, and is one of the 12 full-member countries of the ICC.
Ireland men's side has played in the Cricket World Cup and T20 World Cup and has won the ICC Intercontinental Cup four times. The women's side has played in the Women's World Cup. One of the men's side's regular international venues is Stormont in Belfast.
==== Gaelic games ====
Gaelic games include Gaelic football, hurling (and camogie), Gaelic handball and rounders. Of the four, football is the most popular in Northern Ireland. Players play for local clubs with the best being selected for their county teams. Ulster GAA is the branch of the Gaelic Athletic Association that is responsible for the nine counties of Ulster, which include the six of Northern Ireland. These nine county teams participate in the Ulster Senior Football Championship, Ulster Senior Hurling Championship, All-Ireland Senior Football Championship and All-Ireland Senior Hurling Championship.
Recent successes for Northern Ireland teams include Armagh's 2002 All-Ireland Senior Football Championship win and Tyrone GAA's wins in 2003, 2005, 2008, and 2021.
=== Ice hockey ===
The Belfast Giants are current champions (2023) in the UK's Elite Ice Hockey League and are the sole Northern Irish team in the league. The team's roster has featured Northern Irish-born players such as Mark Morrison, Graeme Walton and Gareth Roberts among others. Geraldine Heaney, an Olympic gold medalist and one of the first women inducted into the IIHF Hall of Fame, competed internationally for Canada but was born in Northern Ireland. Owen Nolan, (born 12 February 1972) is a Canadian former professional ice hockey player born in Northern Ireland. He was drafted 1st overall in the 1990 NHL Draft by the Quebec Nordiques.
=== Motorsport ===
==== Motor racing ====
The Association of Northern Ireland Car Clubs (ANICC) and the North of Ireland Karting Association (NIKA) are the organising bodies for motor racing in Northern Ireland. Bishopscourt and Kirkistown are the main race circuits, Nutts Corner is the main karting circuit. Northern Ireland has it’s own rally championship and has 8 approved Hill Climb routes. Two Northern Irish drivers have finished inside the top two of Formula One, with John Watson achieving the feat in the 1982 Formula One season and Eddie Irvine doing the same in 1999 Formula One season.
==== Motorcycle racing ====
The Motorcycle Union of Ireland – Ulster Centre and the Motorcycle Racing Association are the organising bodies for motorcycle racing in Northern Ireland. Motorcycle racing is a particularly popular sport during the summer months, with the main meetings of the season attracting some of the largest crowds to any outdoor sporting event in the whole of Ireland. Two of the three major international road race meetings are held in Northern Ireland, these being the North West 200 and the Ulster Grand Prix. In addition racing on purpose built circuits take place at Kirkistown and Bishopscourt, whilst smaller road race meetings are held such as the Cookstown 100, the Armoy Road Races and the Tandragee 100 all of which form part of the Irish National Road Race Championships and which have produced some of the greatest motorcycle racers in the history of the sport, notably Joey Dunlop.
=== Golf ===
The governing body for golf on the island of Ireland is Golf Ireland, it is the successor to the Golfing Union of Ireland, governing body for men's and boy's amateur golf, and the oldest golfing union in the world, which was founded in Belfast in 1891, and the Irish Ladies Golf Union. Northern Ireland's golf courses include the Royal Belfast Golf Club (the earliest, formed in 1881), Royal Portrush Golf Club, which is the only course outside Great Britain to have hosted The Open Championship, and Royal County Down Golf Club (Golf Digest magazine's top-rated course outside the United States).Perhaps Northern Ireland's most notable successes in professional sport have come in golf. Northern Ireland had three major champions in the space of just 14 months from the U.S. Open in 2010 to The Open Championship in 2011. Notable golfers include Fred Daly (winner of The Open in 1947), Ryder Cup players Ronan Rafferty and David Feherty, leading European Tour professionals David Jones, Michael Hoey (a five-time winner on the tour) and Gareth Maybin, as well as three recent major winners Graeme McDowell (winner of the U.S. Open in 2010, the first European to do so since 1970), Rory McIlroy (winner of four majors) and Darren Clarke (winner of The Open in 2011). Northern Ireland has also contributed several players to the Great Britain and Ireland Walker Cup team, including Alan Dunbar and Paul Cutler who played on the victorious 2011 team in Scotland. Dunbar also won The Amateur Championship in 2012, at Royal Troon.
=== Snooker ===
The sport is governed by the Northern Ireland Billiards and Snooker Association (NIBSA) who run regular ranking tournaments and competitions. Northern Ireland has produced two world snooker champions; Alex Higgins, who won the title in 1972 and 1982, and Dennis Taylor, who won in 1985. The highest-ranked Northern Ireland professional on the world circuit presently is Mark Allen from County Antrim.
=== Professional wrestling ===
In 2007, after the closure of wrestling promotion UCW (Ulster Championship Wrestling), a new structure, PWU (Pro Wrestling Ulster) was formed. This wrestling promotion features championships, former WWE superstars and local independent wrestlers, with events and IPPV's throughout Northern Ireland.
== Education ==
Unlike most areas of the United Kingdom, in the last year of primary school, many children sit entrance examinations for grammar schools.
Integrated schools, which attempt to ensure a balance in enrolment between pupils of Protestant, Roman Catholic, and other faiths (or none), are becoming increasingly popular, although Northern Ireland still has a primarily de facto religiously segregated education system. In the primary school sector, 40 schools (8.9% of the total number) are integrated schools and 32 (7.2% of the total number) are Gaelscoileanna (Irish language-medium schools).
The main universities in Northern Ireland are Queen's University Belfast and Ulster University, and the distance learning Open University which has a regional office in Belfast.
== Media and communications ==
The BBC has a division called BBC Northern Ireland with headquarters in Belfast and operates BBC One Northern Ireland and BBC Two Northern Ireland. As well as broadcasting standard UK-wide programmes, BBC NI produces local content, including a news break-out called BBC Newsline. The ITV franchise in Northern Ireland is UTV. The state-owned Channel 4 and the privately owned Channel 5 also broadcast in Northern Ireland. Access is also available to satellite and cable services. All Northern Ireland viewers must obtain a UK TV licence to watch live television transmissions or use BBC iPlayer.
RTÉ, the national broadcaster of the Republic of Ireland, is available over the air to most parts of Northern Ireland via reception overspill of the Republic's Saorview service, or via satellite and cable. Since the digital TV switchover, RTÉ One, RTÉ2 and the Irish-language channel TG4, are now available over the air on the UK's Freeview system from transmitters within Northern Ireland. Although they are transmitted in standard definition, a Freeview HD box or television is required for reception.
As well as the standard UK-wide radio stations from the BBC, Northern Ireland is home to many local radio stations, such as Cool FM, Q Radio, Downtown Radio and U105. The BBC has two regional radio stations which broadcast in Northern Ireland, BBC Radio Ulster and BBC Radio Foyle.
Besides the UK and Irish national newspapers, there are three main regional newspapers published in Northern Ireland. These are the Belfast Telegraph, The Irish News and The News Letter. According to the Audit Bureau of Circulations (UK) the average daily circulation for these three titles in 2018 was:
Northern Ireland uses the same telecommunications and postal services as the rest of the United Kingdom at standard domestic rates and there are no mobile roaming charges between Great Britain and Northern Ireland. People in Northern Ireland who live close to the border with the Republic of Ireland may inadvertently switch over to the Irish mobile networks, causing international roaming fees to be applied. Calls from landlines in Northern Ireland to numbers in the Republic of Ireland are charged at the same rate as those to numbers in Great Britain, while landline numbers in Northern Ireland can similarly be called from the Republic of Ireland at domestic rates, using the 048 prefix.
== See also ==
List of Ulster-related topics
Outline of Northern Ireland
Outline of the United Kingdom
== Notes ==
== References ==
=== Sources ===
Lynch, Robert (2019), The Partition of Ireland: 1918–1925, Cambridge University Press, ISBN 9781107007734
== Further reading ==
Jonathan Bardon, A History of Ulster (Blackstaff Press, Belfast, 1992), ISBN 0-85640-476-4
Brian E. Barton, The Government of Northern Ireland, 1920–1923 (Athol Books, 1980)
Paul Bew, Peter Gibbon and Henry Patterson The State in Northern Ireland, 1921–72: Political Forces and Social Classes, Manchester (Manchester University Press, 1979)
Tony Geraghty (2000). The Irish War. Johns Hopkins University Press. ISBN 978-0-8018-7117-7.
Robert Kee, The Green Flag: A History of Irish Nationalism (Penguin, 1972–2000), ISBN 0-14-029165-2
Osborne Morton, Marine Algae of Northern Ireland (Ulster Museum, Belfast, 1994), ISBN 0-900761-28-8
Henry Patterson, Ireland Since 1939: The Persistence of Conflict (Penguin, 2006), ISBN 978-1-84488-104-8
P. Hackney (ed.) Stewart's and Corry's Flora of the North-east of Ireland 3rd edn. (Institute of Irish Studies, Queen's University of Belfast, 1992), ISBN 0-85389-446-9(HB)
== External links ==
Northern Ireland Executive (Northern Ireland devolved government)
Discover Northern Ireland (Northern Ireland Tourist Board)
Geographic data related to Northern Ireland at OpenStreetMap
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Copyright status of work by the U.S. government
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A work of the United States government, is defined by the United States copyright law, as "a work prepared by an officer or employee of the United States Government as part of that person's official duties." Under section 105 of the Copyright Act of 1976, such works are not entitled to domestic copyright protection under U.S. law and are therefore in the public domain.
This act only applies to U.S. domestic copyright as that is the extent of U.S. federal law. The U.S. government asserts that it can still hold the copyright to those works in other countries.Publication of an otherwise protected work by the U.S. government does not put that work in the public domain. For example, government publications may include works copyrighted by a contractor or grantee; copyrighted material assigned to the U.S. Government; or copyrighted information from other sources.
Further, the copyright status of works by subnational governments of the United States is governed by its own set of laws.
== History ==
The first Federal statute concerning copyright in government
publications was the Printing Law enacted in 1895. Section 52 of that Act provided that copies of "Government Publications" could not be copyrighted.
Prior to 1895, no court decision had occasion to
consider any claim of copyright on behalf of the Government itself.
Courts had, however, considered whether copyright could be asserted as to the text of laws, court decisions, governmental
rules, etc., and concluded that such material were not subject to copyright as a matter of
public policy. But other material prepared for State Governments
by their employees, notably the headnotes, syllabi, annotations,
etc. prepared by court reporters, had been held copyrightable on behalf of the States.The Copyright Act of 1909 was the first copyright statute to address government publications. Section 7 of the Act (later codified as Section 8 of title 17 U.S.C.) provided that "No copyright shall subsist ... in any publication of the United States Government, or any reprint, in whole or in part, thereof".
=== Copyright in government works prior to 1895 ===
Prior to the Printing Act of 1895, no statute governed copyright of U.S. government works. Court decisions had established that an employee of the Federal Government had no right to claim copyright in a work prepared by him for the Government. Other decisions had held that individuals could not have copyright in books consisting of the text of Federal or State court decisions, statutes, rules of judicial procedures, etc., i.e., governmental edicts and rulings. Copyright was denied on the grounds of public policy: such material as the laws and governmental rules and decisions must be freely available to the public and made known as widely as possible; hence there must be no restriction on the reproduction and dissemination of such documents.While Copyright was denied in the text of court decisions, material added by a court reporter on his own – such as leadnotes, syllabi, annotations, indexes, etc. – was deemed copyrightable by him, although he was employed by the government to take down and compile the court decisions. These cases may be said to have established the principle that material prepared by a government employee outside of the scope of the public policy rule was copyrightable; and that the employee who prepared such material on his own could secure copyright therein.There appears to be no court decision before 1895 dealing directly with the question of whether the United States Government might obtain or hold copyright in material not within the public policy rule. But the question did arise with respect to State Governments. In the nineteenth century much of the public printing for the States was done under contract by private publishers. The publisher would not bear the expense of printing and publishing, however, unless he could be given exclusive rights. To enable the State to give exclusive rights to a publisher, a number of States enacted statutes providing that court reporters or other State officials who prepared copyrightable material in their official capacity should secure copyright in trust for or on behalf of the State. Such copyrights for the benefit of the State were sustained by the courts.Two cases before 1895 may also be noted with regard to the question of the rights of individual authors (or their successors) in material prepared for, or acquired by, the United States Government. In Heine v. Appleton, an artist was held to have no right to secure copyright in drawings prepared by him as a member of Commodore Perry's expedition, since the drawings belonged to the Government.' In Folsom v. Marsh, where a collection of letters and other private writings of George Washington had been published and copyrighted by his successors, the purchase of the manuscripts by the United States Government was held not to affect the copyright. The contention of the defendant that the Government's ownership of the manuscripts made them available for publication by anyone was denied.
=== The Printing Law of 1895 ===
The Printing Law of 1895, which was designed to centralize in the Government Printing Office, the printing, binding, and distribution of Government documents, contained the first statutory prohibition of copyright in Government publications. Section 52 of that Law provides for the sale by the Public Printer of "duplicate stereotype or electrotype plates from which any Government publication is printed," with the proviso "that no publication reprinted from such stereotype or electrotype plates and no other Government publication shall be copyrighted."
The provision in the Printing Act concerning copyright of government works was probably the result of the "Richardson Affair," which involved an effort in the late 1890s by Representative James D. Richardson (1843–1914) to privately copyright a government-published set of Presidential proclamations.
=== The Copyright Act of 1909 ===
Section 7 of the Copyright Act of 1909 (later codified as Section 8 of title 17 U.S.C.)
provided that "No copyright shall subsist ... in any publication of the United States Government, or any reprint, in whole or in part, thereof: ...." Section 7 also contained a "savings clause," which stated that "The publication or republication by the Government, either separately or in a
public document, of any material in which copyright is subsisting shall not be
taken to cause any abridgment or annulment of the copyright or to authorize
any use or appropriation of such copyright material without the consent of the
copyright proprietor."
The committee report on the bill that became the Act of 1909
explains that the savings clause was inserted
"... for the reason that the Government often desires to make use in its publications of copyrighted material, with the consent of the owner of the copyright,
and it has been regarded heretofore as necessary to pass a special act every time
this was done, providing that such use by the Government should not be taken
to give to anyone the right to use the copyrighted material found in the Government publication."
=== The Copyright Act of 1976 ===
The Sections of the Copyright Act that now govern U.S. Government work were enacted in 1976 as part of the Copyright Act of 1976. The House Report to the enacted legislation stated that "the basic premise of section 105 of the bill is the same" as section 8 of the former title 17.
==== Derivative works consisting predominantly of government works ====
Section 403 of the 1976 Act introduced a new provision concerning documents consisting preponderantly of one or more government works. In essence, such works would be denied copyright protection unless the required copyright notice included a statement specifically identifying those parts of the work that were not U.S. Government work, and therefore subject to copyright protection. According to the House Report, this provision was
aimed at a publishing practice that, while technically justified under the present law, has been the object of considerable criticism. In cases where a Government work is published or republished commercially, it has frequently been the practice to add some "new matter" in the form of an introduction, editing, illustrations, etc., and to include a general copyright notice in the name of the commercial publisher. This in no way suggests to the public that the bulk of the work is uncopyrightable and therefore free for use.
"To make the notice meaningful rather than misleading," section 403 of the 1976 Act required that, when the copies consist "'preponderantly of one or more works of the United States Government,' the copyright notice (if any) identify those parts of the work in which copyright is claimed. A failure to meet this requirement would be treated as an omission of the notice," resulting, absent the application of some exception, in the loss of copyright protection.
=== Derivative works after the Berne Convention Implementation Act of 1988 ===
The Berne Convention Implementation Act of 1988 amended the law to make the use of a copyright notice optional on copies of works published on and after March 1, 1989 and also revised Section 403. After the adoption of this act, a copyright notice was no longer necessary to secure copyright protection. Including the notice, however, does continue to confer certain benefits, notably in the challenging a defendant's claim of innocent infringement, where the question of proper notice may be a factor in assessing damages in infringement actions. Under the revised Section 403, these benefits are denied to a work consisting predominantly U.S. Government works "unless the notice of copyright appearing on the published copies or phonorecords to which a defendant in the copyright infringement suit had access includes a statement identifying, either affirmatively or negatively, those portions of the copies or phonorecords embodying any work or works protected under this title."
== Limitations ==
=== Works produced by contractors ===
Unlike works of the U.S. government, works produced by contractors under government contracts are protected under U.S. copyright law. The holdership of the copyright depends on the terms of the contract and the type of work undertaken. Contract terms and conditions vary between agencies; contracts to NASA and the military may differ significantly from civilian agency contracts.Civilian agencies and NASA are guided by the Federal Acquisition Regulations (FAR). There are a number of FAR provisions that can affect the ownership of the copyright. FAR Subpart 27.4—Rights in Data and Copyright provides copyright guidance for the civilian agencies and NASA. Additionally, some agencies may have their own FAR Supplements that they follow.
Under the FAR general data rights clause (FAR 52.227-14), the government has unlimited rights in all data first produced in performance of or delivered under a contract, unless the contractor asserts a claim to copyright or the contract provides otherwise. Unless provided otherwise by an Agency FAR Supplement, a contractor may assert claim to copyright in scientific and technical articles based on or containing data first produced in the performance of a contract and published in academic, technical or professional journals, symposia proceedings, or the like. The express written permission of the Contracting Officer is required before the contractor may assert or enforce the copyright in all other works first produced in the performance of a contract. However, if a contract includes Alternate IV of the clause, the Contracting Officer's approval is not required to assert claim to copyright. Whenever the contractor asserts claim to copyright in works other than computer software, the government, and others acting on its behalf, are granted a license to reproduce, prepare derivative works, distribute, perform and display the copyrighted work. For computer software produced under FAR contract, the scope of the government's license does not include the right to distribute to the public, but for "commercial off the shelf software", the government typically obtains no better license than would any other customer.
=== Transfers ===
The federal government can hold copyrights that are transferred to it. Copyright law's definition of work of the United States government does not include work that the government owns but did not create. For example, in 1837, the federal government purchased former U.S. President James Madison's manuscripts from his widow, Dolley Madison, for $30,000. If this is construed as covering copyright as well as the physical papers, it would be an example of such a transfer.
=== Exemptions ===
Works by certain independent agencies, corporations and federal subsidiaries may not be considered "government works" and may, therefore, be copyrightable. For instance, material produced by the United States Postal Service are typically subject to normal copyright. Most USPS materials, artwork, and design and all postage stamps as of January 1, 1978, or after are subject to copyright laws. Works of the former United States Post Office Department are in the public domain (due to its former position as a cabinet department).
15 U.S.C. § 290e authorizes U.S. Secretary of Commerce to secure copyright for works produced by the Department of Commerce under the Standard Reference Data Act. National Defense Authorization Act (NDAA), FY2020, granted civilian members of the faculty at twelve federal government institutions the authority to retain and own copyright of works produced in the course of employment for publication by a scholarly press or journal.
=== State, territorial, and local governments ===
The lack of copyright protection for works of the United States government does not apply to works of U.S. subnational governments. Thus, works created by a state or local government may be subject to copyright. Some states have placed much of their work into the public domain by waiving some or all of their rights under copyright law. For example, the constitution and laws of Florida have placed its government's works in the public domain. Unorganized territories (such as American Samoa and the former Trust Territory of the Pacific Islands) are treated, for copyright purposes, as the U.S. government. Their works therefore fall under § 105 and lack copyright protection.
=== Other restrictions ===
Certain works, particularly logos and emblems of government agencies, while not copyrightable, are still protected by other laws that are similar in effect to trademark laws. Such laws are intended to protect indicators of source or quality. For example, some uses of the Central Intelligence Agency logo, name, and initialism are regulated under the CIA Act of 1949 (50 U.S.C. § 403m).
== Edicts of government ==
The United States Copyright Office considers "edicts of government," such as judicial opinions, administrative rulings, legislative enactments, public ordinances, and similar official legal documents, not copyrightable for reasons of public policy. This applies to such works whether they are federal, state, or local as well as to those of foreign governments.
== See also ==
Classified information in the United States
Public.Resource.Org
Copyright status of works by subnational governments of the United States
Freedom of Information Act
Open data in the United States
=== In other countries ===
Crown copyright
National Data Sharing and Accessibility Policy – Government of India
== References ==
== External links ==
3.1.7 Does the Government have copyright protection in U.S. Government works in other countries?
U.S. government web portal
Wikipedia: United States government attribution templates
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Chief executive officer
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A chief executive officer (CEO) (also known as a central executive officer, or just chief executive (CE), or as managing director (MD) in the UK) is the highest officer charged with the management of an organization – especially a company or nonprofit institution.
CEOs find roles in a range of organizations, including public and private corporations, non-profit organizations and even some government organizations (notably state-owned enterprises). The CEO of a corporation or company typically reports to the board of directors and is charged with maximizing the value of the business, which may include maximizing the share price, market share, revenues or another element. In the non-profit and government sector, CEOs typically aim at achieving outcomes related to the organization's mission, usually provided by legislation. CEOs are also frequently assigned the role of main manager of the organization and the highest-ranking officer in the C-suite.
== Origins ==
The term "chief executive officer" is attested as early as 1782, when an ordinance of the Congress of the Confederation of the United States of America used the term to refer to governors and other leaders of the executive branches of each of the Thirteen Colonies. In draft additions to the Oxford English Dictionary published online in 2011, the Dictionary says that the use of "CEO" as an acronym for a chief executive officer originated in Australia, with the first attestation being in 1914. The first American usage cited is from 1972.
== Responsibilities ==
The responsibilities of an organization's CEO are set by the organization's board of directors or other authority, depending on the organization's structure. They can be far-reaching or quite limited, and are typically enshrined in a formal delegation of authority regarding business administration. Typically, responsibilities include being an active decision-maker on business strategy and other key policy issues, leader, manager, and executor. The communicator role can involve speaking to the press and to the public, as well as to the organization's management and employees; the decision-making role involves high-level decisions about policy and strategy. The CEO is tasked with implementing the goals, targets and strategic objectives as determined by the board of directors.
As an executive officer of the company, the CEO reports the status of the business to the board of directors, motivates employees, and drives change within the organization. As a manager, the CEO presides over the organization's day-to-day operations. The CEO is the person who is ultimately accountable for a company's business decisions, including those in operations, marketing, business development, finance, human resources, etc.
The use of the CEO title is not necessarily limited to describing the owner or the head of a company. For example, the CEO of a political party is often entrusted with fundraising, particularly for election campaigns.
== International use ==
In some countries, there is a dual board system with two separate boards, one executive board for the day-to-day business and one supervisory board for control purposes (selected by the shareholders). In these countries, the CEO presides over the executive board and the chairperson presides over the supervisory board, and these two roles will always be held by different people. This ensures a distinction between management by the executive board and governance by the supervisory board. This allows for clear lines of authority. The aim is to prevent a conflict of interest and too much power being concentrated in the hands of one person.
In the United States, the board of directors (elected by the shareholders) is often equivalent to the supervisory board, while the executive board may often be known as the executive committee (the division/subsidiary heads and C-level officers that report directly to the CEO).
In the United States, and in business, the executive officers are usually the top officers of a corporation, the chief executive officer (CEO) being the best-known type. The definition varies; for instance, the California Corporate Disclosure Act defines "executive officers" as the five most highly compensated officers not also sitting on the board of directors. In the case of a sole proprietorship, an executive officer is the sole proprietor. In the case of a partnership, an executive officer is a managing partner, senior partner, or administrative partner. In the case of a limited liability company, an executive officer is any member, manager, or officer.
== Related positions ==
Depending on the organization, a CEO may have several subordinate executives to help run the day-to-day administration of the company, each of whom has specific functional responsibilities referred to as senior executives, executive officers or corporate officers. Subordinate executives are given different titles in different organizations, but one common category of subordinate executive, if the CEO is also the president, is the vice president (VP). An organization may have more than one vice president, each tasked with a different area of responsibility (e.g., VP of finance, VP of human resources). Examples of subordinate executive officers who typically report to the CEO include the chief operating officer (COO), chief financial officer (CFO), chief strategy officer (CSO), and chief business officer (CBO). The public relations-focused position of chief reputation officer is sometimes included as one such subordinate executive officer, but, as suggested by Anthony Johndrow, CEO of Reputation Economy Advisors, it can also be seen as "simply another way to add emphasis to the role of a modern-day CEO – where they are both the external face of, and the driving force behind, an organisation culture".
=== United States ===
In the US, the term chief executive officer is used primarily in business, whereas the term executive director is used primarily in the not-for-profit sector. These terms are generally mutually exclusive and refer to distinct legal duties and responsibilities.
=== United Kingdom ===
In the UK, chief executive and chief executive officer are used in local government, business, and the charitable sector. As of 2013, the use of the term director for senior charity staff is deprecated to avoid confusion with the legal duties and responsibilities associated with being a charity director or trustee, which are normally non-executive (unpaid) roles. The term managing director is often used in lieu of chief executive officer.
== Celebrity CEOs ==
Business publicists since the days of Edward Bernays (1891–1995) and his client John D. Rockefeller (1839–1937) and even more successfully the corporate publicists for Henry Ford, promoted the concept of the "celebrity CEO". Business journalists have often adopted this approach, which assumes that the corporate achievements, especially in the arena of manufacturing, are produced by uniquely talented individuals, especially the "heroic CEO". In effect, journalists celebrate a CEO who takes distinctive strategic actions. The model is the celebrity in entertainment, sports, and politics – compare the "great man theory". Guthey et al. argues that "...these individuals are not self-made, but rather are created by a process of widespread media exposure to the point that their actions, personalities, and even private lives function symbolically to represent significant dynamics and tensions prevalent in the contemporary business atmosphere". Journalism thereby exaggerates the importance of the CEO and tends to neglect harder-to-describe broader corporate factors. There is little attention to the intricately organized technical bureaucracy that actually does the work. Hubris sets in when the CEO internalizes the celebrity and becomes excessively self-confident in making complex decisions. There may be an emphasis on the sort of decisions that attract the celebrity journalists.Research published in 2009 by Ulrike Malmendier and Geoffrey Tate indicates that "firms with award-winning CEOs subsequently underperform, in terms both of stock and of operating performance".
== Criticism ==
=== Executive compensation ===
Executive compensation has been a source of criticism following a dramatic rise in pay relative to the average worker's wage. For example, the relative pay was 20-to-1 in 1965 in the US, but had risen to 376-to-1 by 2000. The relative pay differs around the world, and, in some smaller countries, is still around 20-to-1. Observers differ as to whether the rise is due to competition for talent or due to lack of control by compensation committees. In recent years, investors have demanded more say over executive pay.
=== Diversity ===
Lack of diversity amongst chief executives has also been a source of criticism. In 2018, 5% of Fortune 500 CEOs were women. The reasons for this are explained or justified in various ways, and may include biological sex differences, male and female differences in Big Five personality traits and temperament, sex differences in psychology and interests, maternity and career breaks, hypergamy, phallogocentrism, the existence of old boy networks, tradition, and the lack of female role models in that regard. Some countries have passed laws mandating boardroom gender quotas.
== See also ==
CEO succession
CEO of public schools
City manager
Executive officer
Glass cliff
List of books written by CEOs
List of chief executive officers
Occupational Information Network
Prime minister
United States Department of Labor
== References ==
== Further reading ==
Huang, Jiekun; Kisgen, Darren J. (2013). "Gender and corporate finance: Are male executives overconfident relative to female executives?" (PDF). Journal of Financial Economics. 108 (3): 822–839. doi:10.1016/j.jfineco.2012.12.005. Archived from the original (PDF) on 2016-07-21.
Kaplan, Steven N.; Klebanov, Mark M.; Sorensen, Morten (2012). "Which CEO Characteristics and Abilities Matter?" (PDF). The Journal of Finance. 67 (3): 973–1007. doi:10.1111/j.1540-6261.2012.01739.x.
Shleifer, Andrei; Vishny, Robert W. (1997). "A Survey of Corporate Governance". The Journal of Finance. 52 (2): 737–783. doi:10.1111/j.1540-6261.1997.tb04820.x. S2CID 54538527.
Vancil, Richard F. Passing the baton: Managing the process of CEO succession (Harvard Business School Press, 1987).
== External links ==
Media related to Chief executive officers at Wikimedia Commons
Quotations related to Chief executive officer at Wikiquote
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Vienna
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Vienna ( vee-EN-ə; German: Wien [viːn] ; Austro-Bavarian: Wean [veɐ̯n]) is the capital, largest city, and one of nine provinces of Austria. Vienna is Austria's most populous city and its primate city, with about two million inhabitants (2.9 million within the metropolitan area, nearly one-third of the country's population), and its cultural, economic, and political center. It is the sixth-largest city proper by population in the European Union and the largest of all cities on the Danube river.
Until the beginning of the 20th century, Vienna was the largest German-speaking city in the world, and before the splitting of the Austro-Hungarian Empire in World War I, the city had two million inhabitants. Today, it is the second-largest German-speaking city after Berlin. Vienna is host to many major international organizations, including the United Nations, OPEC and the OSCE. The city is located in the eastern part of Austria and is close to the borders of the Czech Republic, Slovakia and Hungary. These regions work together in a European Centrope border region. Along with nearby Bratislava, Vienna forms a metropolitan region with 3 million inhabitants. In 2001, the city center was designated a UNESCO World Heritage Site. In July 2017 it was moved to the list of World Heritage in Danger.Additionally, Vienna has been called the "City of Music" due to its musical legacy, as many famous classical musicians such as Beethoven and Mozart called Vienna home. Vienna is also said to be the "City of Dreams" because it was home to the world's first psychoanalyst, Sigmund Freud. Vienna's ancestral roots lie in early Celtic and Roman settlements that transformed into a Medieval and Baroque city. It is well known for having played a pivotal role as a leading European music center, from the age of Viennese Classicism through the early part of the 20th century. The historic center of Vienna is rich in architectural ensembles, including Baroque palaces and gardens, and the late-19th-century Ringstraße lined with grand buildings, monuments and parks.
== Etymology ==
The English name Vienna is borrowed from the homonymous Italian name. The etymology of the city's name is still subject to scholarly dispute. Some claim that the name comes from vedunia, meaning "forest stream", which subsequently produced the Old High German uuenia (wenia in modern writing), the New High German wien and its dialectal variant wean.Others believe that the name comes from the Roman settlement name of Celtic extraction Vindobona, probably meaning "fair village, white settlement" from Celtic roots, vindo-, meaning "bright" or "fair" (as in the Irish fionn and the Welsh gwyn), and -bona "village, settlement". The Celtic word vindos may reflect a widespread prehistorical cult of Vindos, a Celtic deity who survives in Irish mythology as the warrior and seer Fionn mac Cumhaill. A variant of this Celtic name could be preserved in the Czech, Slovak, Polish and Ukrainian names of the city (Vídeň, Viedeň, Wiedeń and Відень respectively) and in that of the city's district Wieden.Another theory suggests the name comes from the Wends (Old English: Winedas; Old Norse: Vindr; German: Wenden, Winden; Dutch: Wenden; Danish: vendere; Swedish: vender; Polish: Wendowie; Czech: Vendové) which is a historical name for Slavs living near Germanic settlement areas.
The name of the city in Hungarian (Bécs), Serbo-Croatian (Beč, Беч) and Ottoman Turkish (Turkish: Beç) has a different, probably Slavonic origin, and originally referred to an Avar fort in the area. Slovene speakers call the city Dunaj, which in other Central European Slavic languages means the river Danube, on which the city stands.
== History ==
=== Early history ===
Evidence has been found of continuous habitation in the Vienna area since 500 BC, when Celts settled the site on the Danube. In 15 BC, the Romans fortified the frontier city they called Vindobona to guard the empire against Germanic tribes to the north.
Close ties with other Celtic peoples continued through the ages. The Irish monk Saint Colman (or Koloman, Irish Colmán, derived from colm "dove") is buried in Melk Abbey and Saint Fergil (Virgil the Geometer) served as Bishop of Salzburg for forty years. Irish Benedictines founded twelfth-century monastic settlements; evidence of these ties persists in the form of Vienna's great Schottenstift monastery (Scots Abbey), once home to many Irish monks.
In 976, Leopold I of Babenberg became count of the Eastern March, a district centered on the Danube on the eastern frontier of Bavaria. This initial district grew into the duchy of Austria. Each succeeding Babenberg ruler expanded the march east along the Danube, eventually encompassing Vienna and the lands immediately east. In 1145, Henry II, Duke of Austria moved the Babenberg family residence from Klosterneuburg in Lower Austria to Vienna. From that time, Vienna remained the center of the Babenberg dynasty.In 1440, Vienna became the resident city of the Habsburg dynasty. It eventually grew to become the de facto capital of the Holy Roman Empire (800–1806) in 1437 and a cultural center for arts and science, music and fine cuisine. Hungary occupied the city between 1485 and 1490.
In the 16th and 17th centuries, Christian forces twice stopped Ottoman armies outside Vienna, in the 1529 siege of Vienna and the 1683 Battle of Vienna. The Great Plague of Vienna ravaged the city in 1679, killing nearly a third of its population.
=== Austrian Empire and the early 20th century ===
In 1804, during the Napoleonic Wars, Vienna became the capital of the newly formed Austrian Empire. The city continued to play a major role in European and world politics, including hosting the Congress of Vienna in 1814–15. The city also saw major uprisings against Habsburg rule in 1848, which were suppressed. After the Austro-Hungarian Compromise of 1867, Vienna remained the capital of what became the Austro-Hungarian Empire. The city functioned as a center of classical music, for which the title of the First Viennese School (Haydn/Mozart/Beethoven/Schubert) is sometimes applied.
During the latter half of the 19th century, Vienna developed what had previously been the bastions and glacis into the Ringstraße, a new boulevard surrounding the historical town and a major prestige project. Former suburbs were incorporated, and the city of Vienna grew dramatically. In 1918, after World War I, Vienna became capital of the Republic of German-Austria, and then in 1919 of the First Republic of Austria.
From the late-19th century to 1938, the city remained a center of high culture and of modernism. A world capital of music, Vienna played host to composers such as Brahms, Bruckner, Mahler and Richard Strauss. The city's cultural contributions in the first half of the 20th century included, among many, the Vienna Secession movement in art, psychoanalysis, the Second Viennese School (Schoenberg, Berg, Webern), the architecture of Adolf Loos and the philosophy of Ludwig Wittgenstein and the Vienna Circle. In 1913 Adolf Hitler, Leon Trotsky, Josip Broz Tito, Sigmund Freud and Joseph Stalin all lived within a few kilometers of each other in central Vienna, some of them becoming regulars at the same coffeehouses.
Austrians came to regard Vienna as a center of socialist politics, sometimes referred to as "Red Vienna" (Das rote Wien). In the Austrian Civil War of 1934 Chancellor Engelbert Dollfuss sent the Austrian Armed Forces to shell civilian housing such as the Karl Marx-Hof occupied by the socialist militia.
=== Anschluss and World War II ===
In 1938, after a triumphant entry into Austria, the Austrian-born German Chancellor Adolf Hitler spoke to the Austrian Germans from the balcony of the Neue Burg, a part of the Hofburg at the Heldenplatz. In the ensuing days the new Nazi authorities oversaw the harassment of Viennese Jews, the looting of their homes, and their on-going deportation and murder. Between 1938 (after the Anschluss) and the end of the Second World War in 1945, Vienna lost its status as a capital to Berlin, because Austria ceased to exist and became part of Nazi Germany.
During the November pogroms on 9 November 1938, 92 synagogs in Vienna were destroyed. Only the city temple in the 1st district was spared, as the data of all Jews in Vienna were collected in the adjacent archives. Adolf Eichmann held office in the expropriated Palais Rothschild and organized the expropriation and persecution of the Jews. Of the almost 200,000 Jews in Vienna, around 120,000 were driven to emigrate and around 65,000 were killed. After the end of the war, the Jewish population of Vienna was only about 5,000.Vienna was also the center of the important resistance group around Heinrich Maier, which provided the Allies with plans for V-1, V-2 rockets, Peenemünde, Tiger tanks, Messerschmitt Bf 109, Messerschmitt Me 163 Komet and other aircraft. The information was important to Operation Crossbow and Operation Hydra, both preliminary missions for Operation Overlord. In addition, factory locations for war-essential products were communicated as targets for the Allied Air Force. The group was exposed and most of its members were executed after months of torture by the Gestapo in Vienna. The group around the later executed Karl Burian even tried to blow up the Gestapo headquarters in the Hotel Metropole.On 2 April 1945, the Soviet Red Army launched the Vienna Offensive against the Germans holding the city and besieged it. British and American air-raids, as well as artillery duels between the Red Army and the SS and Wehrmacht, crippled infrastructure, such as tram services and water- and power-distribution, and destroyed or damaged thousands of public and private buildings. The Red Army was helped by an Austrian resistance group in the German Wehrmacht. The group tried under the code name Radetzky to prevent the destruction and fighting in the city. Vienna fell eleven days later. At the end of the war, Austria again became separated from Germany, and Vienna regained its status as the capital city of the Republic of Austria, but the Soviet hold on the city remained until 1955, when Austria regained full sovereignty.
=== Four-power Vienna ===
After the war, Vienna was part of Soviet-occupied Eastern Austria until September 1945. As in Berlin, Vienna in September 1945 was divided into sectors by the four powers: the US, the UK, France, and the Soviet Union and supervised by an Allied Commission. The four-power occupation of Vienna differed in one key respect from that of Berlin: the central area of the city, known as the first district, constituted an international zone in which the four powers alternated control on a monthly basis. The control was policed by the four powers on a de facto day-to-day basis, the famous "four soldiers in a jeep" method. The Berlin Blockade of 1948 raised Western concerns that the Soviets might repeat the blockade in Vienna. The matter was raised in the UK House of Commons by MP Anthony Nutting, who asked: "What plans have the Government for dealing with a similar situation in Vienna? Vienna is in exactly a similar position to Berlin."There was a lack of airfields in the Western sectors, and authorities drafted contingency plans to deal with such a blockade. Plans included the laying down of metal landing mats at Schönbrunn. The Soviets did not blockade the city. The Potsdam Agreement included written rights of land access to the western sectors, whereas no such written guarantees had covered the western sectors of Berlin. Also, there was no precipitating event to cause a blockade in Vienna. (In Berlin, the Western powers had introduced a new currency in early 1948 to economically freeze out the Soviets.) During the 10 years of the four-power occupation, Vienna became a hotbed for international espionage between the Western and Eastern blocs. In the wake of the Berlin Blockade, the Cold War in Vienna took on a different dynamic. While accepting that Germany and Berlin would be divided, the Soviets had decided against allowing the same state of affairs to arise in Austria and Vienna. Here, the Soviet forces controlled districts 2, 4, 10, 20, 21, and 22 and all areas incorporated into Vienna in 1938.
Barbed wire fences were installed around the perimeter of West Berlin in 1953, but not in Vienna. By 1955, the Soviets, by signing the Austrian State Treaty, agreed to relinquish their occupation zones in Eastern Austria as well as their sector in Vienna. In exchange they required that Austria declare its permanent neutrality after the allied powers had left the country. Thus they ensured that Austria would not be a member of NATO and that NATO forces would therefore not have direct communications between Italy and West Germany.
The atmosphere of four-power Vienna is the background for Graham Greene's screenplay for the film The Third Man (1949). Later he adapted the screenplay as a novel and published it. Occupied Vienna is also depicted in the 1991 Philip Kerr novel, A German Requiem.
=== Austrian State Treaty and afterwards ===
The four-power control of Vienna lasted until the Austrian State Treaty was signed in May 1955. That year, after years of reconstruction and restoration, the State Opera and the Burgtheater, both on the Ringstraße, reopened to the public. The Soviet Union signed the State Treaty only after having been provided with a political guarantee by the federal government to declare Austria's neutrality after the withdrawal of the allied troops. This law of neutrality, passed in late October 1955 (and not the State Treaty itself), ensured that modern Austria would align with neither NATO nor the Soviet bloc, and is considered one of the reasons for Austria's delayed entry into the European Union in 1995.
In the 1970s, Austrian Chancellor Bruno Kreisky inaugurated the Vienna International Center, a new area of the city created to host international institutions. Vienna has regained much of its former international stature by hosting international organizations, such as the United Nations (United Nations Industrial Development Organization, United Nations Office at Vienna and United Nations Office on Drugs and Crime), the Preparatory Commission for the Comprehensive Nuclear-Test-Ban Treaty Organization, the International Atomic Energy Agency, the Organization of Petroleum Exporting Countries, and the Organization for Security and Cooperation in Europe.
On 3 November 2020, a series of shootings rocked Vienna. Four civilians were killed, including the attacker, who was identified as a sympathiser of the Islamic State.
== Demographics ==
Because of the industrialization and migration from other parts of the Empire, the population of Vienna increased sharply during its time as the capital of Austria-Hungary (1867–1918). In 1910, Vienna had more than two million inhabitants, and was the third largest city in Europe after London and Paris. Around the start of the 20th century, Vienna was the city with the second-largest Czech population in the world (after Prague). After World War I, many Czechs and Hungarians returned to their ancestral countries, resulting in a decline in the Viennese population. After World War II, the Soviets used force to repatriate key workers of Czech, Slovak and Hungarian origins to return to their ethnic homelands to further the Soviet bloc economy. The population of Vienna generally stagnated or declined through the remainder of the 20th century, not demonstrating significant growth again until the census of 2000. In 2020, Vienna's population remained significantly below its reported peak in 1916.
Under the Nazi regime, 65,000 Jews were deported and murdered in concentration camps by Nazi forces; approximately 130,000 fled.By 2001, 16% of people living in Austria had nationalities other than Austrian, nearly half of whom were from former Yugoslavia; the next most numerous nationalities in Vienna were Turks (39,000; 2.5%), Poles (13,600; 0.9%) and Germans (12,700; 0.8%).As of 2012, an official report from Statistics Austria showed that more than 660,000 (38.8%) of the Viennese population have full or partial migrant background, mostly from Ex-Yugoslavia, Turkey, Germany, Poland, Romania and Hungary.From 2005 to 2015 the city's population grew by 10.1%. According to UN-Habitat, Vienna could be the fastest growing city out of 17 European metropolitan areas until 2025 with an increase of 4.65% of its population, compared to 2010.
=== Religion ===
According to the 2001 census, 49.2% of Viennese were Catholic, while 25.7% were of no religion, 7.8% were Muslim, 6.0% were members of an Eastern Orthodox Christian denomination, 4.7% were Protestant (mostly Lutheran), 0.5% were Jewish and 6.3% were either of other religions or did not reply. A 2011 report by the International Institute for Applied Systems Analysis showed the proportions had changed, with 41.3% Catholic, 31.6% no affiliation, 11.6% Muslim, 8.4% Eastern Orthodox, 4.2% Protestant, and 2.9% other. One sources estimates that Vienna's Jewish community is of 8,000 members meanwhile another suggest 15,000.Based on information provided to city officials by various religious organizations about their membership, Vienna's Statistical Yearbook 2019 reports in 2018 an estimated 610,269 Roman Catholics, or 32.3% of the population, and 195,000 (10.3%) Muslims, 70,298 (3.7%) Orthodox, 57,502 (3.0%) other Christians, and 9,504 (0.5%) other religions. A study conducted by the Vienna Institute of Demography estimated the 2018 proportions to be 34% Catholic, 30% unaffiliated, 15% Muslim, 10% Orthodox, 4% Protestant, and 6% other religions.As of the spring of 2014, Muslims made up 30% of the total proportion of schoolchildren in Vienna.Vienna is the seat of the Metropolitan Roman Catholic Archdiocese of Vienna, in which is also vested the exempt Ordinariate for Byzantine-Rite Catholics in Austria; its Archbishop is Cardinal Christoph Schönborn. Many Catholic Churches in central Vienna feature performances of religious or other music, including masses sung to classical music and organ. Some of Vienna's most significant historical buildings are Catholic churches, including the St. Stephen's Cathedral (Stephansdom), Karlskirche, Peterskirche and the Votivkirche. On the banks of the Danube, there is a Buddhist Peace Pagoda, built in 1983 by the monks and nuns of Nipponzan Myohoji.
== Geography ==
Vienna is located in northeastern Austria, at the easternmost extension of the Alps in the Vienna Basin. The earliest settlement, at the location of today's inner city, was south of the meandering Danube while the city now spans both sides of the river. Elevation ranges from 151 to 542 m (495 to 1,778 ft). The city has a total area of 414.65 square kilometers (160.1 sq mi), making it the largest city in Austria by area.
=== Climate ===
Vienna has an oceanic climate (Köppen classification Cfb), transitioning to a humid subtropical climate Cfa, in the urban core in recent decades, with summer average temperatures pushing over 22C/72F in July and August in the Innere Stadt. The city has warm summers, with periodical precipitations that can reach its yearly peak in July and August (66.6 and 66.5 mm respectively) and average high temperatures from June to September of approximately 21 to 27 °C (70 to 81 °F), with a record maximum exceeding 38 °C (100 °F) and a record low in September of 5.6 °C (42 °F). Winters are relatively dry and cold with average temperatures at about freezing point. Spring is variable and autumn cool, with possible snowfalls already in November. Precipitation is generally moderate throughout the year, averaging around 550 mm (21.7 in) annually, with considerable local variations, the Vienna Woods region in the west being the wettest part (700 to 800 mm (28 to 31 in) annually) and the flat plains in the east being the driest part (500 to 550 mm (20 to 22 in) annually). Snow in winter is common, even if not so frequent compared to the Western and Southern regions of Austria.
== World heritage in danger ==
Vienna was moved to the UNESCO world heritage in endangered list in 2017. The main reason was a planned high-rise development. The city's social democratic party planned construction of a 6,500 m2 (70,000 sq ft) complex in 2019. The plan includes a 66.3 m (218 ft)-high tower, which was reduced from 75 m (246 ft) due to opposition. UNESCO believed that the project "fails to comply fully with previous committee decisions, notably concerning the height of new constructions, which will impact adversely the outstanding universal value of the site". UNESCO set the restriction for the height of the construction in the city center to 43 m (141 ft).The citizens of Vienna also opposed the construction of the complex because they are afraid of losing UNESCO status and also of encouraging future high-rise development. The city officials replied that they will convince the WHC to maintain UNESCO world heritage status and said that no further high-rise developments are being planned.UNESCO is concerned about the height of high-rise development in Vienna as it can dramatically influence the visual integrity of the city, specifically the baroque palaces. Visual impact studies are being done in the Vienna city center to assess the level of visual disturbance to visitors and how the changes influenced the city's visual integrity.
== Districts and enlargement ==
Vienna is composed of 23 districts (Bezirke). Administrative district offices in Vienna (called Magistratische Bezirksämter) serve functions similar to those in the other Austrian states (called Bezirkshauptmannschaften), the officers being subject to the mayor of Vienna; with the notable exception of the police, which is under federal supervision.
District residents in Vienna (Austrians as well as EU citizens with permanent residence here) elect a District Assembly (Bezirksvertretung). City hall has delegated maintenance budgets, e.g., for schools and parks, so that the districts are able to set priorities autonomously. Any decision of a district can be overridden by the city assembly (Gemeinderat) or the responsible city councilor (amtsführender Stadtrat).
The heart and historical city of Vienna, a large part of today's Innere Stadt, was a fortress surrounded by fields to defend itself from potential attackers. In 1850, Vienna with the consent of the emperor annexed 34 surrounding villages, called Vorstädte, into the city limits (districts no. 2 to 8, after 1861 with the separation of Margareten from Wieden no. 2 to 9). Consequently, the walls were razed after 1857, making it possible for the city center to expand.
In their place, a broad boulevard called the Ringstraße was built, along which imposing public and private buildings, monuments, and parks were created by the start of the 20th century. These buildings include the Rathaus (town hall), the Burgtheater, the University, the Parliament, the twin museums of natural history and fine art, and the Staatsoper. It is also the location of New Wing of the Hofburg, the former imperial palace, and the Imperial and Royal War Ministry finished in 1913. The mainly Gothic Stephansdom is located at the center of the city, on Stephansplatz. The Imperial-Royal Government set up the Vienna City Renovation Fund (Wiener Stadterneuerungsfonds) and sold many building lots to private investors, thereby partly financing public construction works.
From 1850 to 1890, city limits in the West and the South mainly followed another wall called Linienwall at which a road toll called the Liniengeld was charged. Outside this wall from 1873 onwards a ring road called Gürtel was built. In 1890 it was decided to integrate 33 suburbs (called Vororte) beyond that wall into Vienna by 1 January 1892 and transform them into districts no. 11 to 19 (district no. 10 had been constituted in 1874); hence the Linienwall was torn down beginning in 1894. In 1900, district no. 20, Brigittenau, was created by separating the area from the 2nd district.
From 1850 to 1904, Vienna had expanded only on the right bank of the Danube, following the main branch before the regulation of 1868–1875, i.e., the Old Danube of today. In 1904, the 21st district was created by integrating Floridsdorf, Kagran, Stadlau, Hirschstetten, Aspern and other villages on the left bank of the Danube into Vienna, in 1910 Strebersdorf followed. On 15 October 1938 the Nazis created Great Vienna with 26 districts by merging 97 towns and villages into Vienna, 80 of which were returned to surrounding Lower Austria in 1954. Since then Vienna has had 23 districts.
Industries are located mostly in the southern and eastern districts. The Innere Stadt is situated away from the main flow of the Danube, but is bounded by the Donaukanal ("Danube canal"). Vienna's second and twentieth districts are located between the Donaukanal and the Danube. Across the Danube, where the Vienna International Center is located (districts 21–22), and in the southern areas (district 23) are the newest parts of the city.
== Politics ==
=== Political history ===
In the twenty years before the First World War and until 1918, Viennese politics were shaped by the Christian Social Party. In particular, long-term mayor Karl Lueger was able to not apply the general voting rights for men introduced by and for the parliament of imperial Austria, the Reichsrat, in 1907, thereby excluding most of the working class from taking part in decisions. For Adolf Hitler, who spent some years in Vienna, Lueger was a teacher of how to use antisemitism in politics.
Vienna is today considered the center of the Social Democratic Party (SPÖ). During the period of the First Republic (1918–1934), the Vienna Social Democrats undertook many social reforms. At that time, Vienna's municipal policy was admired by Socialists throughout Europe, who therefore referred to the city as "Red Vienna" (Rotes Wien). In February 1934 troops of the Austrian federal government under Engelbert Dollfuss, who had closed down the first chamber of the federal parliament, the Nationalrat, in 1933, and paramilitary socialist organizations were engaged in the Austrian Civil War, which led to the ban of the Social Democratic party.
The SPÖ has held the mayor's office and control of the city council/parliament at every free election since 1919. The only break in this SPÖ dominance came between 1934 and 1945, when the Social Democratic Party was illegal, mayors were appointed by the austro-fascist and later by the Nazi authorities. The mayor of Vienna is Michael Ludwig of the SPÖ.
The city has enacted many social democratic policies. The Gemeindebauten are social housing assets that are well integrated into the city architecture outside the first or "inner" district. The low rents enable comfortable accommodation and good access to the city amenities. Many of the projects were built after the Second World War on vacant lots that were destroyed by bombing during the war. The city took particular pride in building them to a high standard. The social housing in Vienna provides living for more than 500,000 people.
=== Government ===
Since Vienna obtained federal state (Bundesland) status of its own by the federal constitution of 1920, the city council also functions as the state parliament (Landtag), and the mayor (except 1934–1945) also doubles as the Landeshauptmann (governor/minister-president) of the state of Vienna. The Rathaus accommodates the offices of the mayor (de:Magistrat der Stadt Wien) and the state government (Landesregierung). The city is administered by a multitude of departments (Magistratsabteilungen), politically supervised by Amtsführende Stadträte (members of the city government/parliament leading offices; according to the Vienna constitution opposition parties have the right to designate members of the city government not leading offices).
Under the city constitution of 1920, municipal and state business must be kept separate. Hence, the city council and state parliament hold separate meetings, with separate presiding officers–the chairman of the city council or the president of the state Landtag–even though the two bodies' memberships are identical. When meeting as a city council, the deputies can only deal with the affairs of the city of Vienna; when meeting as a state parliament, they can only deal with the affairs of the state of Vienna.
In the 1996 City Council election, the SPÖ lost its overall majority in the 100-seat chamber, winning 43 seats and 39.15% of the vote. The SPÖ had held an outright majority at every free municipal election since 1919. In 1996 the Freedom Party of Austria (FPÖ), which won 29 seats (up from 21 in 1991), beat the ÖVP into third place for the second time running. From 1996 to 2001, the SPÖ governed Vienna in a coalition with the ÖVP. In 2001 the SPÖ regained the overall majority with 52 seats and 46.91% of the vote; in October 2005, this majority was increased further to 55 seats (49.09%). In course of the 2010 city council elections the SPÖ lost their overall majority again and consequently forged a coalition with the Green Party – the first SPÖ/Green coalition in Austria. This coalition was maintained following the 2015 election. Following the 2020 election, the SPÖ forged a coalition with NEOS – The New Austria and Liberal Forum.
== Economy ==
Vienna is one of the wealthiest regions in the European Union: Its gross regional product of EUR 47,200 per capita constituted 25.7% of Austria's GDP in 2013. It amounts to 159% of the EU average. The city improved its position from 2012 on the ranking of the most economically powerful cities reaching number nine on the listing in 2015.With a share of 85.5% in gross value added, the service sector is Vienna's most important economic sector. Industry and commerce have a share of 14.5% in gross value added, the primary sector (agriculture) has a share of 0.07% and therefore plays a minor role in the local added value. However, the cultivation and production of wines within the city borders have a high socio-cultural value. The most important business sectors are trade (14.7% of added value in Vienna), scientific and technological services, real estate and housing activities as well as manufacturing of goods. In 2012, Vienna's contribution in Austria's outgoing and incoming foreign direct investments was of about 60%, which demonstrates Vienna's role as an international hub for domestic and foreign companies.Since the fall of the Iron Curtain in 1989, Vienna has expanded its position as gateway to Eastern Europe: 300 international companies have their Eastern European headquarters in Vienna and its environs. Among them are Hewlett-Packard, Henkel, Baxalta and Siemens. Companies in Vienna have extensive contacts and competences in business with Eastern Europe due to the city's historical role as center of the Habsburg Empire. The number of international businesses in Vienna is still growing: In 2014 159 and in 2015 175 international firms established offices in Vienna.Altogether, approximately 8,300 new companies have been founded in Vienna every year since 2004. The majority of these companies are operating in fields of industry-oriented services, wholesale trade as well as information and communications technologies and new media. Vienna makes effort to establish itself as a start-up hub. Since 2012, the city hosts the annual Pioneers Festival, the largest start-up event in Central Europe with 2,500 international participants taking place at Hofburg Palace. Tech Cocktail, an online portal for the start-up scene, has ranked Vienna sixth among the top ten start-up cities worldwide.
=== Research and development ===
The city of Vienna attaches major importance to science and research and focuses on creating a positive environment for research and development. In 2014, Vienna has accommodated 1,329 research facilities; 40,400 persons are employed in the R&D sector and 35% of Austria's R&D expenses are invested in the city. With a research quota of 3.4% Vienna exceeds the Austrian average of 2.77% and has already met the EU target of 3.0% by 2020. A major R&D sector in Vienna are life sciences. The Vienna Life Science Cluster is Austria's major hub for life science research, education and business. Throughout Vienna, five universities and several basic research institutes form the academic core of the hub with more than 12,600 employees and 34,700 students. Here, more than 480 medical device, biotechnology and pharmaceutical companies with almost 23,000 employees generate around 12 billion euros in revenue (2017). This corresponds to more than 50% of the revenue generated by life science companies in Austria (22.4 billion euros).Vienna is home to global players like Boehringer Ingelheim, Octapharma, Ottobock and Takeda. However, there is also a growing number of start-up companies in the life sciences and Vienna was ranked first in the 2019 PeoplePerHour Startup Cities Index. Companies such as Apeiron Biologics, Hookipa Pharma, Marinomed, mySugr, Themis Bioscience and Valneva operate a presence in Vienna and regularly hit the headlines internationally. Vienna also houses the headquarters of the Central European Diabetes Association, a cooperative international medical research association.
To facilitate tapping the economic potential of the multiple facettes of the life sciences at Austria's capital, the Austrian Federal Ministry for Digital and Economic Affairs and the local government of City of Vienna have joined forces: Since 2002, the LISAvienna platform is available as a central contact point. It provides free business support services at the interface of the Austrian federal promotional bank, Austria Wirtschaftsservice and the Vienna Business Agency and collects data that inform policy making.
The main academic hot spots in Vienna are the Life Science Center Muthgasse with the University of Natural Resources and Life Sciences (BOKU), the Austrian Institute of Technology, the University of Veterinary Medicine, the AKH Vienna with the MedUni Vienna and the Vienna Biocenter. Central European University, a graduate institution expelled from Budapest in the midst of a Hungarian government steps to take control of academic and research organizations, welcomes the first class of students to its new Vienna campus in 2019.
=== Information technologies ===
The Viennese sector for information and communication technologies is comparable in size with the sector in Helsinki, Milan or Munich and thus among Europe's largest IT locations. In 2012 8,962 IT businesses with a workforce of 64,223 were located in the Vienna Region. The main products are instruments and appliances for measuring, testing and navigation as well as electronic components. More than ⅔ of the enterprises provide IT services. Among the biggest IT firms in Vienna are Kapsch, Beko Engineering & Informatics, air traffic control experts Frequentis, Cisco Systems Austria, Hewlett-Packard, Microsoft Austria, IBM Austria and Samsung Electronics Austria.The US technology corporation Cisco runs its Entrepreneurs in Residence program for Europe in Vienna in cooperation with the Vienna Business Agency.The British company UBM has rated Vienna one of the Top 10 Internet Cities worldwide, by analyzing criteria like connection speed, WiFi availability, innovation spirit and open government data.In 2011 74.3% of Viennese households were connected with broadband, 79% were in possession of a computer. According to the broadband strategy of the city, full broadband coverage will be reached by 2020.
=== Tourism and conferences ===
There were 17.6 million overnight stays in Vienna in 2019 (+6.8% compared to 2018). The top ten incoming markets in 2019 were Germany, Austria, the United States, Italy, United Kingdom, Spain, China, France, Russia and Switzerland.In 2019 the International Congress and Convention Association (ICCA) ranked Vienna 6th in the world for association meetings. The Union of International Associations (UIA) ranked Vienna 5th in the world for 2019 with 306 international meetings, behind Singapore, Brussels, Seoul and Paris. The city's largest conference center, the Austria Center Vienna (ACV) has a total capacity for around 22,800 people and is situated next to the United Nations Headquarters in Vienna. Other centers are the Messe Wien Exhibition & Congress Center (up to 3,000 people) and the Hofburg Palace (up to 4,900 people).
== Rankings ==
In a 2005 study of 127 world cities, the Economist Intelligence Unit ranked the city first (in a tie with Vancouver and San Francisco) for the world's most livable cities. Between 2011 and 2015, Vienna was ranked second, behind Melbourne. Monocle's 2015 "Quality of Life Survey" ranked Vienna second on a list of the top 25 cities in the world "to make a base within". Monocle's 2012 "Quality of Life Survey" ranked Vienna fourth on a list of the top 25 cities in the world "to make a base within" (up from sixth in 2011 and eighth in 2010). The UN-Habitat classified Vienna as the most prosperous city in the world in 2012–2013. The city was ranked 1st globally for its culture of innovation in 2007 and 2008, and sixth globally (out of 256 cities) in the 2014 Innovation Cities Index, which analyzed 162 indicators in covering three areas: culture, infrastructure, and markets. Vienna regularly hosts urban planning conferences and is often used as a case study by urban planners. Between 2005 and 2010, Vienna was the world's number-one destination for international congresses and conventions. It attracts over 6.8 million tourists a year.Vienna was ranked top in the 2019 Quality of Living Ranking by the international Mercer Consulting Group for the tenth consecutive year. In the 2015 liveability report by the Economist Intelligence Unit as well as in the Quality of Life Survey 2015 of London-based Monocle magazine Vienna was equally ranked second most livable city worldwide.The United Nations Human Settlements Programme UN-Habitat has ranked Vienna the most prosperous city in the world in its flagship report State of the World Cities 2012/2013.According to the 2014 City RepTrack ranking by the Reputation Institute, Vienna has the best reputation in comparison with 100 major global cities.The Innovation Cities Global Index 2014 by the Australian innovation agency 2thinknow ranks Vienna sixth behind San Francisco-San Jose, New York City, London, Boston and Paris. In 2019 PeoplePerHour put Vienna at the top of their Startup Cities Ranking.US climate strategist Boyd Cohen placed Vienna first in his first global smart cities ranking of 2012. In the 2014 ranking, Vienna reached third place among European cities behind Copenhagen and Amsterdam.The Mori Memorial Institute for Urban Strategies ranked Vienna in the top ten of their Global Power City Index 2016.
== Urban development ==
=== Central Railway Station ===
Vienna's new Central Railway Station was opened in October 2014. Construction began in June 2007 and was due to last until December 2015. The station is served by 1,100 trains with 145,000 passengers. There is a shopping center with approximately 90 shops and restaurants.
In the vicinity of the station a new district is emerging with 550,000 m2 (5,920,000 sq ft) office space and 5,000 apartments until 2020.
=== Aspern ===
Seestadt Aspern is one of the largest urban expansion projects of Europe. A 5 hectare artificial lake, offices, apartments and a subway station within walking distance are supposed to attract 20,000 new citizens when construction is completed in 2028.
In addition, the highest wooden skyscraper in the world, "HoHo Wien", will be built within 3 years, starting in 2015.
=== Smart City ===
In 2014, the Vienna City Council adopted the Smart City Wien Framework Strategy 2050. It is a long-term umbrella strategy that is supposed to establish a conducive, long-term and structural framework to reduce carbon dioxide emissions from 3.1 tonnes per capita to 1 tonne per capita by 2050, have 50% of Vienna's gross energy consumption originate from renewable sources and to reduce motorized individual traffic from the current 28% to 15% by 2030. A stated goal is that, by 2050, all vehicles within the municipal boundaries will run without conventional propulsion technologies. Additionally, Vienna aims to be one of the five biggest European research and innovation hubs in 2050.
== Culture ==
=== Music, theater and opera ===
Famous composers including Wolfgang Amadeus Mozart, Joseph Haydn, Ludwig van Beethoven, Ferdinand Ries, Nina Stollewerk, Franz Schubert, Johannes Brahms, Gustav Mahler, Robert Stolz, and Arnold Schoenberg have worked in Vienna.
Art and culture had a long tradition in Vienna, including theater, opera, classical music and fine arts. The Burgtheater is considered one of the best theaters in the German-speaking world alongside its branch, the Akademietheater. The Volkstheater Wien and the Theater in der Josefstadt also enjoy good reputations. There is also a multitude of smaller theaters, in many cases devoted to less mainstream forms of the performing arts, such as modern, experimental plays or cabaret.
Vienna is also home to a number of opera houses, including the Theater an der Wien, the Staatsoper and the Volksoper, the latter being devoted to the typical Viennese operetta. Classical concerts are performed at venues such as the Wiener Musikverein, home of the Vienna Philharmonic Orchestra known across the world for the annual widely broadcast "New Year's Day Concert", as well as the Wiener Konzerthaus, home of the internationally renowned Vienna Symphony. Many concert venues offer concerts aimed at tourists, featuring popular highlights of Viennese music, particularly the works of Wolfgang Amadeus Mozart, Johann Strauss I, and Johann Strauss II.
Up until 2005, the Theater an der Wien hosted premieres of musicals, but since 2006 (a year dedicated to the 250th anniversary of Mozart's birth), has devoted itself to opera again, becoming a stagione opera house offering one new production each month. Since 2012, Theater an der Wien has taken over the Wiener Kammeroper, a historical small theater in the first district of Vienna seating 300 spectators, turning it into its second venue for smaller sized productions and chamber operas created by the young ensemble of Theater an der Wien (JET). Before 2005 the most successful musical was Elisabeth, which was later translated into several languages and performed all over the world. The Wiener Taschenoper is dedicated to stage music of the 20th and 21st century. The Haus der Musik ("house of music") opened in the year 2000.
The Wienerlied is a unique song genre from Vienna. There are approximately 60,000 – 70,000 Wienerlieder.In 1981 the popular British new romantic group Ultravox paid a tribute to Vienna on an album and an artful music video recording called Vienna. The inspiration for this work arose from the cinema production called The Third Man with the title Zither music of Anton Karas.
The Vienna's English Theatre (VET) is an English theater in Vienna. It was founded in 1963 and is located in the 8th Vienna's district. It is the oldest English-language theater in continental Europe.
In May 2015, Vienna hosted the Eurovision Song Contest following Austria's victory in the 2014 contest.
=== Actors from Vienna ===
Notable entertainers born in Vienna include Hedy Lamarr, Christoph Waltz, John Banner, Christiane Hörbiger, Eric Pohlmann, Boris Kodjoe, Christine Buchegger, Mischa Hausserman, Senta Berger and Christine Ostermayer.
=== Musicians from Vienna ===
Notable musicians born in Vienna include Louie Austen, Alban Berg, Falco, Fritz Kreisler, Joseph Lanner, Arnold Schönberg, Franz Schubert, Johann Strauss I, Johann Strauss II, Anton Webern, and Joe Zawinul.
Famous musicians who came here to work from other parts of Austria and Germany were Kurt Adler, Johann Joseph Fux, Joseph Haydn, Wolfgang Amadeus Mozart, Ludwig van Beethoven, Ferdinand Ries, Johann Sedlatzek, Antonio Salieri, Carl Czerny, Johann Nepomuk Hummel, Franz Liszt, Franz von Suppé, Anton Bruckner, Johannes Brahms, Gustav Mahler and Rainhard Fendrich.
=== Notable writers from Vienna ===
Notable writers from Vienna include Karl Leopold von Möller, Carl Julius Haidvogel, and Stefan Zweig.
Writers who lived and worked in Vienna include Franz Kafka, Arthur Schnitzler, Elias Canetti, Ingeborg Bachmann, Robert Musil, Karl Kraus, Ernst von Feuchtersleben, Thomas Bernhard and Elfriede Jelinek.
=== Notable politicians from Vienna ===
Otto Bauer
Michael Häupl
Franz Jonas
Bruno Kreisky
Sebastian Kurz
Karl Leopold von Möller
=== Notable athletes ===
David Alaba (born 1992), professional footballer
Renato Gligoroski (born 1976), former professional footballer, now coach and engineer
Niki Lauda (1949-2019), three-time Formula One World Drivers' Champion
=== Museums ===
The Hofburg is the location of the Imperial Treasury (Schatzkammer), holding the imperial jewels of the Habsburg dynasty. The Sisi Museum (a museum devoted to Empress Elisabeth of Austria) allows visitors to view the imperial apartments as well as the silver cabinet. Directly opposite the Hofburg are the Kunsthistorisches Museum, which houses many paintings by Old Masters, ancient and classical artifacts, and the Naturhistorisches Museum.
A number of museums are located in the MuseumsQuartier (museum quarter), the former Imperial Stalls which were converted into a museum complex in the 1990s. It houses the Museum of Modern Art, commonly known as the MUMOK (Ludwig Foundation), the Leopold Museum (featuring the largest collection of paintings in the world by Egon Schiele, as well as works by the Vienna Secession, Viennese Modernism and Austrian Expressionism), the AzW (museum of architecture), additional halls with feature exhibitions, and the Tanzquartier. The Liechtenstein Palace contains much of one of the world's largest private art collections, especially strong in the Baroque. The Belvedere, built under Prince Eugene, has a gallery containing paintings by Gustav Klimt (The Kiss), Egon Schiele, and other painters of the early 20th century, also sculptures by Franz Xaver Messerschmidt, and changing exhibitions too.
There are a multitude of other museums in Vienna, including the Albertina, the Military History Museum, the Technical Museum, the Burial Museum, the Museum of Art Fakes, the KunstHausWien, Museum of Applied Arts, the Sigmund Freud Museum, and the Mozarthaus Vienna. The museums on the history of the city, including the former Historical Museum of the City of Vienna on Karlsplatz, the Hermesvilla, the residences and birthplaces of various composers, the Museum of the Romans, and the Vienna Clock Museum, are now gathered together under the group umbrella Vienna Museum. The Jewish Museum Vienna, founded 1896, is the oldest of its kind. In addition there are museums dedicated to Vienna's individual districts. They provide a record of individual struggles, achievements and tragedy as the city grew and survived two world wars. For readers seeking family histories these are good sources of information.
=== Architecture ===
A variety of architectural styles can be found in Vienna, such as the Romanesque Ruprechtskirche and the Baroque Karlskirche. Styles range from classicist buildings to modern architecture. Art Nouveau left many architectural traces in Vienna. The Secession building, Karlsplatz Stadtbahn Station, and the Kirche am Steinhof by Otto Wagner rank among the best known examples of Art Nouveau in the world. Wagner's prominent student Jože Plečnik from Slovenia also left important traces in Vienna. His works include the Langer House (1900) and the Zacherlhaus (1903–1905). Plečnik's 1910–1913 Church of the Holy Spirit (Heilig-Geist-Kirche) in Vienna is remarkable for its innovative use of poured-in-place concrete as both structure and exterior surface, and also for its abstracted classical form language. Most radical is the church's crypt, with its slender concrete columns and angular, cubist capitals and bases.
Concurrent to the Art Nouveau movement was the Wiener Moderne, during which some architects shunned the use of extraneous adornment. A key architect of this period was Adolf Loos, whose works include the Looshaus (1909), the Kärntner Bar or American Bar (1908) and the Steiner House (1910).
The Hundertwasserhaus by Friedensreich Hundertwasser, designed to counter the clinical look of modern architecture, is one of Vienna's most popular tourist attractions. Another example of unique architecture is the Wotrubakirche by sculptor Fritz Wotruba. In the 1990s, a number of quarters were adapted and extensive building projects were implemented in the areas around Donaustadt (north of the Danube) and Wienerberg (in southern Vienna).
The 220-meter high DC Tower 1 located on the Northern bank of the Danube, completed in 2013, is the tallest skyscraper in Vienna. In recent years, Vienna has seen numerous architecture projects completed which combine modern architectural elements with old buildings, such as the remodeling and revitalization of the old Gasometer in 2001.
Most buildings in Vienna are relatively low; in early 2006 there were around 100 buildings higher than 40 m (130 ft). The number of high-rise buildings is kept low by building legislation aimed at preserving green areas and districts designated as world cultural heritage. Strong rules apply to the planning, authorization and construction of high-rise buildings. Consequently, much of the inner city is a high-rise free zone.
=== Ball dances of Vienna ===
Vienna is the last great capital of the 19th-century ball. There are over 450 balls per year, some featuring as many as nine live orchestras. Balls are held in the many palaces in Vienna, with the principal venue being the Hofburg Palace in Heldenplatz. While the Opera Ball is the best known internationally of all the Austrian balls, other balls such as the Kaffeesiederball (Cafe Owners Ball), the Jägerball (Hunter's Ball) and the Life Ball (AIDS charity event) are almost as well known within Austria and even better appreciated for their cordial atmosphere. Viennese of at least middle class may visit a number of balls in their lifetime.Dancers and opera singers from the Vienna State Opera often perform at the openings of the larger balls.
A Vienna ball is an all-night cultural attraction. Major Vienna balls generally begin at 9 pm and last until 5 am, although many guests carry on the celebrations into the next day. Viennese balls are being exported (with support from the City of Vienna) to around 30 cities worldwide such as New York, Barcelona, Hong Kong, Kuala Lumpur, Rome, Prague, Bucharest, Berlin and Moscow.
=== Language ===
Vienna is part of the Austro-Bavarian language area, in particular Central Bavarian (Mittelbairisch). In recent years, linguistics experts have seen a decline in the use of the Viennese variant. Manfred Glauninger, sociolinguist at the Institute for Austrian Dialect and Name Lexica, has observed three issues. First, many parents feel there is a stigma attached to the Viennese dialect so they speak Standard German to their children. Second, many children have recently immigrated to Austria and are learning German as a second language in school. Third, young people are influenced by mass media which is almost always delivered in Standard German.
=== LGBT culture ===
Vienna is considered the center of LGBT life in Austria. The city has an action plan against queerphobic discrimination and, since 1998, has an anti-discrimination unit within the city's administration. The city has several cafés, bars and clubs frequented by LGBT people. Among the most prominent is Café Savoy, which is a traditional coffee house built in 1896. In 2015, the city introduced traffic lights with same-sex couples before hosting the Eurovision Song Contest that year, which attracted media attention internationally. Every year in June, Vienna Pride is organized. In 2019, when the pride parade was also hosting Europride, it attracted 500.000 visitors.
== Education ==
Vienna is Austria's main center of education and home to many universities, professional colleges and gymnasiums (high schools).
=== Universities ===
Academy of Fine Arts Vienna
Central European University
Diplomatic Academy of Vienna
Medical University of Vienna
PEF Private University of Management Vienna
University of Applied Arts Vienna
University of Applied Sciences Campus Vienna
University of Music and Performing Arts, Vienna
University of Veterinary Medicine Vienna
University of Vienna
Vienna University of Economics and Business
University of Natural Resources and Life Sciences, Vienna
University of Applied Sciences Technikum Wien
TU Wien
Webster University Vienna
Sigmund Freud University Vienna
International Anti-Corruption Academy (in Laxenburg, 24 km (15 mi) south of Vienna)
== Research institutes ==
Complexity Science Hub Vienna
Institute of Science and Technology Austria
=== International schools ===
Amadeus International School Vienna
American International School Vienna
Danube International School Vienna
International Christian School of Vienna
Japanese International School in Vienna
Lauder Business School
Lycée Français de Vienne
SAE Vienna
Vienna International School
==== Defunct ====
International University Vienna
== Leisure activities ==
=== Parks and gardens ===
Vienna possesses many parks, including the Stadtpark, the Burggarten, the Volksgarten (part of the Hofburg), the Schlosspark at Schloss Belvedere (home to the Vienna Botanic Gardens), the Donaupark, the Schönbrunner Schlosspark, the Prater, the Augarten, the Rathauspark, the Lainzer Tiergarten, the Dehnepark, the Resselpark, the Votivpark, the Kurpark Oberlaa, the Auer-Welsbach-Park and the Türkenschanzpark. Green areas include Laaer-Berg (including the Bohemian Prater) and the foothills of the Wienerwald, which reaches into the outer areas of the city. Small parks, known by the Viennese as Beserlparks, are everywhere in the inner city areas.
Many of Vienna's parks include monuments, such as the Stadtpark with its statue of Johann Strauss II, and the gardens of the baroque palace, where the State Treaty was signed. Vienna's principal park is the Prater which is home to the Riesenrad, a Ferris wheel, and Kugelmugel, a micronation the shape of a sphere. The imperial Schönbrunn's grounds contain an 18th-century park which includes the world's oldest zoo, founded in 1752.
The Donauinsel, part of Vienna's flood defenses, is a 21.1 km (13.1 mi) long artificial island between the Danube and Neue Donau dedicated to leisure activities.
=== Sport ===
Austria's capital is home to numerous football teams. The best known are the local football clubs include FK Austria Wien (21 Austrian Bundesliga titles and record 27-time cup winners), SK Rapid Wien (record 32 Austrian Bundesliga titles), and the oldest team, First Vienna FC. Other important sports clubs include the Raiffeisen Vikings Vienna (American football), who won the Eurobowl title between 2004 and 2007 4 times in a row and had a perfect season in 2013, the Aon Hotvolleys Vienna, one of Europe's premier Volleyball organizations, the Vienna Wanderers (baseball) who won the 2012 and 2013 Championship of the Austrian Baseball League, and the Vienna Capitals (ice hockey). Vienna was also where the European Handball Federation (EHF) was founded. There are also three rugby clubs; Vienna Celtic, the oldest rugby club in Austria, RC Donau, and Stade Viennois
Vienna hosts many different sporting events including the Vienna City Marathon, which attracts more than 10,000 participants every year and normally takes place in May. In 2005 the ice hockey World Championships took place in Austria and the final was played in Vienna. Vienna's Ernst-Happel-Stadion was the venue of four Champions League and European Champion Clubs' Cup finals (1964, 1987, 1990 and 1995) and on 29 June it hosted the final of Euro 2008 which saw a Spanish 1–0 victory over Germany. Tennis tournament Vienna Open also takes place in the city since 1974. The matches are played in the Wiener Stadthalle.
The Neue Donau, which was formed after the Donauinsel was created, is free of river traffic and a popular destination for leisure and sports activities.
Vienna hosted the official 2021 3x3 Basketball World Cup.
== Culinary specialities ==
=== Food ===
Vienna is well known for Wiener schnitzel, a cutlet of veal (Kalbsschnitzel) or pork (Schweinsschnitzel) that is pounded flat, coated in flour, egg and breadcrumbs, and fried in clarified butter. It is available in almost every restaurant that serves Viennese cuisine and can be eaten hot or cold. It is usually served in many cozy cafeterias in the old town evoking all the history behind the Empire city. The traditional 'Wiener Schnitzel' though is a cutlet of veal. Other examples of Viennese cuisine include Tafelspitz (very lean boiled beef), which is traditionally served with Geröstete Erdäpfel (boiled potatoes mashed with a fork and subsequently fried) and horseradish sauce, Apfelkren (a mixture of horseradish, cream and apple) and Schnittlauchsauce (a chives sauce made with mayonnaise and stale bread).
Vienna has a long tradition of producing cakes and desserts. These include Apfelstrudel (hot apple strudel), Milchrahmstrudel (milk-cream strudel), Palatschinken (sweet pancakes), and Knödel (dumplings) often filled with fruit such as apricots (Marillenknödel). Sachertorte, a delicately moist chocolate cake with apricot jam created by the Sacher Hotel, is world-famous.
In winter, small street stands sell traditional Maroni (hot chestnuts) and potato fritters.
Sausages are popular and available from street vendors (Würstelstand) throughout the day and into the night. The sausage known as Wiener (German for Viennese) in the U.S. and in Germany, is called a Frankfurter in Vienna. Other popular sausages are Burenwurst (a coarse beef and pork sausage, generally boiled), Käsekrainer (spicy pork with small chunks of cheese), and Bratwurst (a white pork sausage). Most can be ordered "mit Brot" (with bread) or as a "hot dog" (stuffed inside a long roll). Mustard is the traditional condiment and usually offered in two varieties: "süß" (sweet) or "scharf" (spicy).
Kebab, pizza and noodles are, increasingly, the snack foods most widely available from small stands.
Vienna ranked 10th in vegan friendly European cities in a study by Alternative Traveler.The Naschmarkt is a permanent market for fruit, vegetables, spices, fish, meat, etc., from around the world. The city has many coffee and breakfast stores.
=== Drinks ===
Vienna, along with Paris, Santiago, Cape Town, Prague, Canberra, Bratislava and Warsaw, is one of the few remaining world capital cities with its own vineyards. The wine is served in small Viennese pubs known as Heuriger, which are especially numerous in the wine growing areas of Döbling (Grinzing, Neustift am Walde, Nußdorf, Salmannsdorf, Sievering), Floridsdorf (Stammersdorf, Strebersdorf), Liesing (Mauer) and Favoriten (Oberlaa). The wine is often drunk as a Spritzer ("G'spritzter") with sparkling water. The Grüner Veltliner, a dry white wine, is the most widely cultivated wine in Austria. Another wine very typical for the region is "Gemischter Satz", which is typically a blend of different types of wines harvested from the same vineyard.Beer is next in importance to wine. Vienna has a single large brewery, Ottakringer, and more than ten microbreweries. A "Beisl" is a typical small Austrian pub, of which Vienna has many.
Also, local soft drinks such as Almdudler are popular around the country as an alternative to alcoholic beverages, placing it on the top spots along American counterparts such as Coca-Cola in terms of market share. Another popular drink is the so-called "Spezi", a mix between Coca-Cola and the original formula of Orange Fanta or the more locally renowned Frucade.
=== Viennese cafés ===
Viennese cafés have an extremely long and distinguished history that dates back centuries, and the caffeine addictions of some famous historical patrons of the oldest are something of a local legend. These coffee houses are unique to Vienna and many cities have unsuccessfully sought to copy them. Some people consider cafés as their extended living room where nobody will be bothered if they spend hours reading a newspaper while enjoying their coffee. Traditionally, the coffee comes with a glass of water. Viennese cafés claim to have invented the process of filtering coffee from booty captured after the second Turkish siege in 1683. Viennese cafés claim that when the invading Turks left Vienna, they abandoned hundreds of sacks of coffee beans. The Polish King John III Sobieski, the commander of the anti-Turkish coalition of Poles, Germans, and Austrians, gave Franz George Kolschitzky (Polish – Franciszek Jerzy Kulczycki) some of this coffee as a reward for providing information that allowed him to defeat the Turks. Kolschitzky then opened Vienna's first coffee shop. Julius Meinl set up a modern roasting plant in the same premises where the coffee sacks were found, in 1891.
== Tourist attractions ==
Major tourist attractions include the imperial palaces of the Hofburg and Schönbrunn (also home to the world's oldest zoo, Tiergarten Schönbrunn) and the Riesenrad in the Prater. Cultural highlights include the Burgtheater, the Wiener Staatsoper, the Lipizzaner horses at the spanische Hofreitschule, and the Vienna Boys' Choir, as well as excursions to Vienna's Heurigen district Döbling.
There are also more than 100 art museums, which together attract over eight million visitors per year. The most popular ones are Albertina, Belvedere, Leopold Museum in the Museumsquartier, KunstHausWien, Bank Austria Kunstforum, the twin Kunsthistorisches Museum and Naturhistorisches Museum, and the Technisches Museum Wien, each of which receives over a quarter of a million visitors per year.There are many popular sites associated with composers who lived in Vienna including Beethoven's various residences and grave at Zentralfriedhof (Central Cemetery) which is the largest cemetery in Vienna and the burial site of many famous people. Mozart has a memorial grave at the Habsburg gardens and at St. Marx Cemetery (where his grave was lost). Vienna's many churches also draw large crowds, famous of which are St. Stephen's Cathedral, the Deutschordenskirche, the Jesuitenkirche, the Karlskirche, the Peterskirche, Maria am Gestade, the Minoritenkirche, the Ruprechtskirche, the Schottenkirche, St. Ulrich and the Votivkirche.
Modern attractions include the Hundertwasserhaus, the United Nations headquarters and the view from the Donauturm.
== Transport ==
Vienna has an extensive transport network with a unified fare system that integrates municipal, regional and railway systems under the umbrella of the Verkehrsverbund Ost-Region (VOR). Public transport is provided by buses, trams and five underground metro lines (U-Bahn), most operated by the Wiener Linien. There are also more than 50 S-train stations within the city limits. Suburban trains are operated by the ÖBB. The city forms the hub of the Austrian railway system, with services to all parts of the country and abroad. The railway system connects Vienna's main station Vienna Hauptbahnhof with other European cities, like Berlin, Bratislava, Budapest, Brussels, Cologne, Frankfurt, Hamburg, Ljubljana, Munich, Prague, Venice, Wrocław, Warsaw, Zagreb and Zürich.
Vienna has multiple road connections including expressways and motorways.
Vienna is served by Vienna International Airport, located 18 km (11 mi) southeast of the city center next to the town of Schwechat. The airport handled approximately 31.7 million passengers in 2019. Following lengthy negotiations with surrounding communities, the airport will be expanded to increase its capacity by adding a third runway. The airport is undergoing a major expansion, including a new terminal building that opened in 2012 to prepare for an increase in passengers. Another possibility is to use Bratislava Airport, Slovakia, located approximately 60 km away.
== Viennese ==
== International relations ==
=== International organizations in Vienna ===
Vienna is the seat of a number of United Nations offices and various international institutions and companies, including the International Atomic Energy Agency (IAEA), the United Nations Industrial Development Organization (UNIDO), the United Nations Office on Drugs and Crime (UNODC), the Organization of Petroleum Exporting Countries (OPEC), the OPEC Fund for International Development (OFID), the Preparatory Commission for the Comprehensive Nuclear-Test-Ban Treaty Organization (CTBTO), the Organization for Security and Co-operation in Europe (OSCE), the United Nations Office for Outer Space Affairs (UNOOSA) and the European Union Agency for Fundamental Rights (FRA). Vienna is the world's third "UN city", next to New York, Geneva, and Nairobi. Additionally, Vienna is the seat of the United Nations Commission on International Trade Law's secretariat (UNCITRAL). In conjunction, the University of Vienna annually hosts the prestigious Willem C. Vis Moot, an international commercial arbitration competition for students of law from around the world.
Diplomatic meetings have been held in Vienna in the latter half of the 20th century, resulting in documents bearing the name Vienna Convention or Vienna Document. Among the more important documents negotiated in Vienna are the 1969 Vienna Convention on the Law of Treaties, as well as the 1990 Treaty on Conventional Armed Forces in Europe. Vienna also hosted the negotiations leading to the 2015 Joint Comprehensive Plan of Action on Iran's nuclear program as well as the Vienna peace talks for Syria.
Vienna also headquartered the International Taekwon-Do Federation (ITF).
=== Charitable organizations in Vienna ===
Alongside international and intergovernmental organizations, there are dozens of charitable organizations based in Vienna. One such organization is the network of SOS Children's Villages, founded by Hermann Gmeiner in 1949. Today, SOS Children's Villages are active in 132 countries and territories worldwide. Others include HASCO.
Another popular international event is the annual Life Ball, which supports people with HIV or AIDS. Guests such as Bill Clinton and Whoopi Goldberg were recent attendees.
=== International city cooperations ===
The general policy of the City of Vienna is not to sign any twin town agreements with other cities. Instead Vienna has only cooperation agreements in which specific cooperation areas are defined.
=== District to district partnerships ===
In addition, individual Viennese districts have international partnerships all over the world. A detailed list is published on the website of the City of Vienna.
== See also ==
== References ==
== Further reading ==
Pippal, M.: A Short History of Art in Vienna, Munich: C.H. Beck 2000, ISBN 978-3-406-46789-9, provides a concise overview.
Dassanowsky, Robert ed.: "World Film Locations: Vienna", London: Intellect/Chicago: U of Chicago Press, 2012, ISBN 978-1-84150-569-5. International films about Vienna or Austria shot on location throughout cinema history.
== External links ==
=== Official websites ===
Wien.gv.at – Official site of the municipality, with interactive map.
Wien.info – Official site of the tourism board: events, sightseeing, cultural information, etc.
List of Embassies in Vienna
Information about Vienna and Centrope countries
Geschichtewiki.wien.gv.at – Vienna History Wiki operated by the city of Vienna
=== History of Vienna ===
Hundreds of articles on historical buildings of Vienna: Churches, Palaces, Art, Culture and History of Vienna
German flaktowers in Vienna
History of the Coat of Arms of Vienna and all (former) districts and municipalities
=== Further information on Vienna ===
Vienna Information Sorted by categories. Choose from 5 Languages
Vienna insider travel guide
Events in Vienna
Events and useful information from Vienna
WhenWhereWh.at
English Guide to Events and Contemporary Culture in Vienna
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BBC News is an operational business division of the British Broadcasting Corporation (BBC) responsible for the gathering and broadcasting of news and current affairs in the UK and around the world. The department is the world's largest broadcast news organisation and generates about 120 hours of radio and television output each day, as well as online news coverage. The service maintains 50 foreign news bureaus with more than 250 correspondents around the world. Deborah Turness has been the CEO of news and current affairs since September 2022.In 2019, it was reported in an Ofcom report that the BBC spent £136m on news during the period April 2018 to March 2019. BBC News' domestic, global and online news divisions are housed within the largest live newsroom in Europe, in Broadcasting House in central London. Parliamentary coverage is produced and broadcast from studios in London. Through BBC English Regions, the BBC also has regional centres across England and national news centres in Northern Ireland, Scotland and Wales. All nations and English regions produce their own local news programmes and other current affairs and sport programmes.
The BBC is a quasi-autonomous corporation authorised by royal charter, making it operationally independent of the government.
== History ==
=== Early years ===
This is London calling – 2LO calling. Here is the first general news bulletin, copyright by Reuters, Press Association, Exchange Telegraph and Central News.
The British Broadcasting Company broadcast its first radio bulletin from radio station 2LO on 14 November 1922. Wishing to avoid competition, newspaper publishers persuaded the government to ban the BBC from broadcasting news before 7 p.m., and to force it to use wire service copy instead of reporting on its own. The BBC gradually gained the right to edit the copy and, in 1934, created its own news operation. However, it could not broadcast news before 6 p.m. until World War II. In addition to news, Gaumont British and Movietone cinema newsreels had been broadcast on the TV service since 1936, with the BBC producing its own equivalent Television Newsreel programme from January 1948. A weekly Children's Newsreel was inaugurated on 23 April 1950, to around 350,000 receivers. The network began simulcasting its radio news on television in 1946, with a still picture of Big Ben. Televised bulletins began on 5 July 1954, broadcast from leased studios within Alexandra Palace in London.The public's interest in television and live events was stimulated by Elizabeth II's coronation in 1953. It is estimated that up to 27 million people viewed the programme in the UK, overtaking radio's audience of 12 million for the first time. Those live pictures were fed from 21 cameras in central London to Alexandra Palace for transmission, and then on to other UK transmitters opened in time for the event. That year, there were around two million TV Licences held in the UK, rising to over three million the following year, and four and a half million by 1955.
=== 1950s ===
Television news, although physically separate from its radio counterpart, was still firmly under radio news' control in the 1950s. Correspondents provided reports for both outlets, and the first televised bulletin, shown on 5 July 1954 on the then BBC television service and presented by Richard Baker, involved his providing narration off-screen while stills were shown. This was then followed by the customary Television Newsreel with a recorded commentary by John Snagge (and on other occasions by Andrew Timothy).On-screen newsreaders were introduced a year later in 1955 – Kenneth Kendall (the first to appear in vision), Robert Dougall, and Richard Baker—three weeks before ITN's launch on 21 September 1955.Mainstream television production had started to move out of Alexandra Palace in 1950 to larger premises – mainly at Lime Grove Studios in Shepherd's Bush, west London – taking Current Affairs (then known as Talks Department) with it. It was from here that the first Panorama, a new documentary programme, was transmitted on 11 November 1953, with Richard Dimbleby becoming anchor in 1955.In 1958, Hugh Carleton Greene became head of News and Current Affairs.
=== 1960s ===
On 1 January 1960, Greene became Director-General. Greene made changes that were aimed at making BBC reporting more similar to its competitor ITN, which had been highly rated by study groups held by Greene.A newsroom was created at Alexandra Palace, television reporters were recruited and given the opportunity to write and voice their own scripts–without having to cover stories for radio too.On 20 June 1960, Nan Winton, the first female BBC network newsreader, appeared in vision. 19 September 1960 saw the start of the radio news and current affairs programme The Ten O'clock News.BBC2 started transmission on 20 April 1964 and began broadcasting a new show, Newsroom.The World at One, a lunchtime news programme, began on 4 October 1965 on the then Home Service, and the year before News Review had started on television. News Review was a summary of the week's news, first broadcast on Sunday, 26 April 1964 on BBC 2 and harking back to the weekly Newsreel Review of the Week, produced from 1951, to open programming on Sunday evenings–the difference being that this incarnation had subtitles for the deaf and hard-of-hearing. As this was the decade before electronic caption generation, each superimposition ("super") had to be produced on paper or card, synchronised manually to studio and news footage, committed to tape during the afternoon, and broadcast early evening. Thus Sundays were no longer a quiet day for news at Alexandra Palace. The programme ran until the 1980s – by then using electronic captions, known as Anchor – to be superseded by Ceefax subtitling (a similar Teletext format), and the signing of such programmes as See Hear (from 1981).
On Sunday 17 September 1967, The World This Weekend, a weekly news and current affairs programme, launched on what was then Home Service, but soon-to-be Radio 4.
Preparations for colour began in the autumn of 1967 and on Thursday 7 March 1968 Newsroom on BBC2 moved to an early evening slot, becoming the first UK news programme to be transmitted in colour – from Studio A at Alexandra Palace. News Review and Westminster (the latter a weekly review of Parliamentary happenings) were "colourised" shortly after.
However, much of the insert material was still in black and white, as initially only a part of the film coverage shot in and around London was on colour reversal film stock, and all regional and many international contributions were still in black and white. Colour facilities at Alexandra Palace were technically very limited for the next eighteen months, as it had only one RCA colour Quadruplex videotape machine and, eventually two Pye plumbicon colour telecines–although the news colour service started with just one.
Black and white national bulletins on BBC 1 continued to originate from Studio B on weekdays, along with Town and Around, the London regional "opt out" programme broadcast throughout the 1960s (and the BBC's first regional news programme for the South East), until it started to be replaced by Nationwide on Tuesday to Thursday from Lime Grove Studios early in September 1969. Town and Around was never to make the move to Television Centre – instead it became London This Week which aired on Mondays and Fridays only, from the new TVC studios.
The BBC moved production out of Alexandra Palace in 1969. BBC Television News resumed operations the next day with a lunchtime bulletin on BBC1 – in black and white – from Television Centre, where it remained until March 2013.This move to a smaller studio with better technical facilities allowed Newsroom and News Review to replace back projection with colour-separation overlay. During the 1960s, satellite communication had become possible; however, it was some years before digital line-store conversion was able to undertake the process seamlessly.
=== 1970s ===
On 14 September 1970, the first Nine O'Clock News was broadcast on television. Robert Dougall presented the first week from studio N1 – described by The Guardian as "a sort of polystyrene padded cell"—the bulletin having been moved from the earlier time of 20.50 as a response to the ratings achieved by ITN's News at Ten, introduced three years earlier on the rival ITV. Richard Baker and Kenneth Kendall presented subsequent weeks, thus echoing those first television bulletins of the mid-1950s.
Angela Rippon became the first female news presenter of the Nine O'Clock News in 1975. Her work outside the news was controversial at the time, appearing on The Morecambe and Wise Christmas Show in 1976 singing and dancing.The first edition of John Craven's Newsround, initially intended only as a short series and later renamed just Newsround, came from studio N3 on 4 April 1972.
Afternoon television news bulletins during the mid to late 1970s were broadcast from the BBC newsroom itself, rather than one of the three news studios. The newsreader would present to camera while sitting on the edge of a desk; behind him staff would be seen working busily at their desks. This period corresponded with when the Nine O'Clock News got its next makeover, and would use a CSO background of the newsroom from that very same camera each weekday evening.
Also in the mid-1970s, the late night news on BBC2 was briefly renamed Newsnight, but this was not to last, or be the same programme as we know today – that would be launched in 1980 – and it soon reverted to being just a news summary with the early evening BBC2 news expanded to become Newsday.
News on radio was to change in the 1970s, and on Radio 4 in particular, brought about by the arrival of new editor Peter Woon from television news and the implementation of the Broadcasting in the Seventies report. These included the introduction of correspondents into news bulletins where previously only a newsreader would present, as well as the inclusion of content gathered in the preparation process. New programmes were also added to the daily schedule, PM and The World Tonight as part of the plan for the station to become a "wholly speech network". Newsbeat launched as the news service on Radio 1 on 10 September 1973.On 23 September 1974, a teletext system which was launched to bring news content on television screens using text only was launched. Engineers originally began developing such a system to bring news to deaf viewers, but the system was expanded. The Ceefax service became much more diverse before it ceased on 23 October 2012: it not only had subtitling for all channels, it also gave information such as weather, flight times and film reviews.
By the end of the decade, the practice of shooting on film for inserts in news broadcasts was declining, with the introduction of ENG technology into the UK. The equipment would gradually become less cumbersome – the BBC's first attempts had been using a Philips colour camera with backpack base station and separate portable Sony U-matic recorder in the latter half of the decade.
=== 1980s ===
In 1980, the Iranian Embassy Siege had been shot electronically by the BBC Television News Outside broadcasting team, and the work of reporter Kate Adie, broadcasting live from Prince's Gate, was nominated for BAFTA actuality coverage, but this time beaten by ITN for the 1980 award.Newsnight, the news and current affairs programme, was due to go on air on 23 January 1980, although trade union disagreements meant that its launch from Lime Grove was postponed by a week. On 27 August 1981 Moira Stuart became the first African Caribbean female newsreader to appear on British television.
By 1982, ENG technology had become sufficiently reliable for Bernard Hesketh to use an Ikegami camera to cover the Falklands War, coverage for which he won the "Royal Television Society Cameraman of the Year" award and a BAFTA nomination – the first time that BBC News had relied upon an electronic camera, rather than film, in a conflict zone. BBC News won the BAFTA for its actuality coverage, however the event has become remembered in television terms for Brian Hanrahan's reporting where he coined the phrase "I'm not allowed to say how many planes joined the raid, but I counted them all out and I counted them all back" to circumvent restrictions, and which has become cited as an example of good reporting under pressure.The first BBC breakfast television programme, Breakfast Time also launched during the 1980s, on 17 January 1983 from Lime Grove Studio E and two weeks before its ITV rival TV-am. Frank Bough, Selina Scott, and Nick Ross helped to wake viewers with a relaxed style of presenting.The Six O'Clock News first aired on 3 September 1984, eventually becoming the most watched news programme in the UK (however, since 2006 it has been overtaken by the BBC News at Ten). In October 1984, images of millions of people starving to death in the Ethiopian famine were shown in Michael Buerk's Six O'Clock News reports. The BBC News crew were the first to document the famine, with Buerk's report on 23 October describing it as "a biblical famine in the 20th century" and "the closest thing to hell on Earth". The BBC News report shocked Britain, motivating its citizens to inundate relief agencies, such as Save the Children, with donations, and to bring global attention to the crisis in Ethiopia. The news report was also watched by Bob Geldof, who would organise the charity single "Do They Know It's Christmas?" to raise money for famine relief followed by the Live Aid concert in July 1985.Starting in 1981, the BBC gave a common theme to its main news bulletins with new electronic titles–a set of computer-animated "stripes" forming a circle on a red background with a "BBC News" typescript appearing below the circle graphics, and a theme tune consisting of brass and keyboards. The Nine used a similar (striped) number 9. The red background was replaced by a blue from 1985 until 1987.
By 1987, the BBC had decided to re-brand its bulletins and established individual styles again for each one with differing titles and music, the weekend and holiday bulletins branded in a similar style to the Nine, although the "stripes" introduction continued to be used until 1989 on occasions where a news bulletin was screened out of the running order of the schedule.In 1987, John Birt resurrected the practice of correspondents working for both TV and radio with the introduction of bi-media journalism.
=== 1990s ===
During the 1990s, a wider range of services began to be offered by BBC News, with the split of BBC World Service Television to become BBC World (news and current affairs), and BBC Prime (light entertainment). Content for a 24-hour news channel was thus required, followed in 1997 with the launch of domestic equivalent BBC News 24. Rather than set bulletins, ongoing reports and coverage was needed to keep both channels functioning and meant a greater emphasis in budgeting for both was necessary. In 1998, after 66 years at Broadcasting House, the BBC Radio News operation moved to BBC Television Centre.New technology, provided by Silicon Graphics, came into use in 1993 for a re-launch of the main BBC 1 bulletins, creating a virtual set which appeared to be much larger than it was physically. The relaunch also brought all bulletins into the same style of set with only small changes in colouring, titles, and music to differentiate each. A computer generated cut-glass sculpture of the BBC coat of arms was the centrepiece of the programme titles until the large scale corporate rebranding of news services in 1999.
In November 1997, BBC News Online was launched, following individual webpages for major news events such as the 1996 Olympic Games, 1997 general election, and the death of Princess Diana.In 1999, the biggest relaunch occurred, with BBC One bulletins, BBC World, BBC News 24, and BBC News Online all adopting a common style. One of the most significant changes was the gradual adoption of the corporate image by the BBC regional news programmes, giving a common style across local, national and international BBC television news. This also included Newyddion, the main news programme of Welsh language channel S4C, produced by BBC News Wales.
=== 2000s ===
Following the relaunch of BBC News in 1999, regional headlines were included at the start of the BBC One news bulletins in 2000. The English regions did however lose five minutes at the end of their bulletins, due to a new headline round-up at 18:55. 2000 also saw the Nine O'Clock News moved to the later time of 22:00. This was in response to ITN who had just moved their popular News at Ten programme to 23:00. ITN briefly returned News at Ten but following poor ratings when head-to-head against the BBC's Ten O'Clock News, the ITN bulletin was moved to 22.30, where it remained until 14 January 2008.
The retirement in 2009 of Peter Sissons and departure of Michael Buerk from the Ten O'Clock News led to changes in the BBC One bulletin presenting team on 20 January 2003. The Six O'Clock News became double headed with George Alagiah and Sophie Raworth after Huw Edwards and Fiona Bruce moved to present the Ten. A new set design featuring a projected fictional newsroom backdrop was introduced, followed on 16 February 2004 by new programme titles to match those of BBC News 24.
BBC News 24 and BBC World introduced a new style of presentation in December 2003, that was slightly altered on 5 July 2004 to mark 50 years of BBC Television News. The individual positions of editor of the One and Six O'Clock News were replaced by a new daytime position in November 2005. Kevin Bakhurst became the first Controller of BBC News 24, replacing the position of editor. Amanda Farnsworth became daytime editor while Craig Oliver was later named editor of the Ten O'Clock News. The bulletins also began to be simulcast with News 24, as a way of pooling resources.
Bulletins received new titles and a new set design in May 2006, to allow for Breakfast to move into the main studio for the first time since 1997. The new set featured Barco videowall screens with a background of the London skyline used for main bulletins and originally an image of cirrus clouds against a blue sky for Breakfast. This was later replaced following viewer criticism. The studio bore similarities with the ITN-produced ITV News in 2004, though ITN uses a CSO Virtual studio rather than the actual screens at BBC News. Also, May saw the launch of World News Today the first domestic bulletin focused principally on international news.
BBC News became part of a new BBC Journalism group in November 2006 as part of a restructuring of the BBC. The then-Director of BBC News, Helen Boaden reported to the then-Deputy Director-General and head of the journalism group, Mark Byford until he was made redundant in 2010.On 18 October 2007, Mark Thompson announced a six-year plan, Delivering Creative Future, merging the television current affairs department into a new "News Programmes" division. Thompson's announcement, in response to a £2 billion shortfall in funding, would, he said, deliver "a smaller but fitter BBC" in the digital age, by cutting its payroll and, in 2013, selling Television Centre.The various separate newsrooms for television, radio and online operations were merged into a single multimedia newsroom. Programme making within the newsrooms was brought together to form a multimedia programme making department. BBC World Service director Peter Horrocks said that the changes would achieve efficiency at a time of cost-cutting at the BBC. In his blog, he wrote that by using the same resources across the various broadcast media meant fewer stories could be covered, or by following more stories, there would be fewer ways to broadcast them.A new graphics and video playout system was introduced for production of television bulletins in January 2007. This coincided with a new structure to BBC World News bulletins, editors favouring a section devoted to analysing the news stories reported on.
The first new BBC News bulletin since the Six O'Clock News was announced in July 2007 following a successful trial in the Midlands. The summary, lasting 90 seconds, has been broadcast at 20:00 on weekdays since December 2007 and bears similarities with 60 Seconds on BBC Three, but also includes headlines from the various BBC regions and a weather summary.
As part of a long-term cost cutting programme, bulletins were renamed the BBC News at One, Six and Ten respectively in April 2008 while BBC News 24 was renamed BBC News and moved into the same studio as the bulletins at BBC Television Centre. BBC World was renamed BBC World News and regional news programmes were also updated with the new presentation style, designed by Lambie-Nairn.2008 also saw tri-media introduced across TV, radio, and online.The studio moves also meant that Studio N9, previously used for BBC World, was closed, and operations moved to the previous studio of BBC News 24. Studio N9 was later refitted to match the new branding, and was used for the BBC's UK local elections and European elections coverage in early June 2009.
=== 2010s ===
A strategy review of the BBC in March 2010, confirmed that having "the best journalism in the world" would form one of five key editorial policies, as part of changes subject to public consultation and BBC Trust approval.After a period of suspension in late 2012, Helen Boaden ceased to be the Director of BBC News. On 16 April 2013, incoming BBC Director-General Tony Hall named James Harding, a former editor of The Times of London newspaper as Director of News and Current Affairs.From August 2012 to March 2013, all news operations moved from Television Centre to new facilities in the refurbished and extended Broadcasting House, in Portland Place. The move began in October 2012, and also included the BBC World Service, which moved from Bush House following the expiry of the BBC's lease. This new extension to the north and east, referred to as "New Broadcasting House", includes several new state-of-the-art radio and television studios centred around an 11-storey atrium. The move began with the domestic programme The Andrew Marr Show on 2 September 2012, and concluded with the move of the BBC News channel and domestic news bulletins on 18 March 2013. The newsroom houses all domestic bulletins and programmes on both television and radio, as well as the BBC World Service international radio networks and the BBC World News international television channel.
In an October 2018 Simmons Research survey of 38 news organizations, BBC News was ranked the fourth most trusted news organization by Americans, behind CBS News, ABC News and The Wall Street Journal.
=== 2020s ===
In January 2020 the BBC announced a BBC News savings target of £80 million per year by 2022, involving about 450 staff reductions from the current 6,000. BBC director of news and current affairs Fran Unsworth said there would be further moves toward digital broadcasting, in part to attract back a youth audience, and more pooling of reporters to stop separate teams covering the same news. A further 70 staff reductions were announced in July 2020.According to its annual report as of December 2021, India has the largest number of people using BBC services in the world.
== Broadcasting media ==
=== Television ===
BBC News is responsible for the news programmes and documentary content on the BBC's general television channels, as well as the news coverage on the BBC News Channel in the UK, and 22 hours of programming for the corporation's international BBC World News channel. Coverage for BBC Parliament is carried out on behalf of the BBC at Millbank Studios, though BBC News provides editorial and journalistic content. BBC News content is also output onto the BBC's digital interactive television services under the BBC Red Button brand, and until 2012, on the Ceefax teletext system.The music on all BBC television news programmes was introduced in 1999 and composed by David Lowe. It was part of the re-branding which commenced in 1999 and features 'BBC Pips'. The general theme was used on bulletins on BBC One, News 24, BBC World and local news programmes in the BBC's Nations and Regions. Lowe was also responsible for the music on Radio One's Newsbeat. The theme has had several changes since 1999, the latest in March 2013.The BBC Arabic Television news channel launched on 11 March 2008, a Persian-language channel followed on 14 January 2009, broadcasting from the Peel wing of Broadcasting House; both include news, analysis, interviews, sports and highly cultural programmes and are run by the BBC World Service and funded from a grant-in-aid from the British Foreign Office (and not the television licence).
=== Radio ===
BBC Radio News produces bulletins for the BBC's national radio stations and provides content for local BBC radio stations via the General News Service (GNS), a BBC-internal news distribution service. BBC News does not produce the BBC's regional news bulletins, which are produced individually by the BBC nations and regions themselves. The BBC World Service broadcasts to some 150 million people in English as well as 27 languages across the globe. BBC Radio News is a patron of the Radio Academy.
=== Online ===
BBC News Online is the BBC's news website. Launched in November 1997, it is one of the most popular news websites, with 1.2 billion website visits in April 2021, as well as being used by 60% of the UK's internet users for news. The website contains international news coverage as well as entertainment, sport, science, and political news.Mobile apps for Android, iOS and Windows Phone systems have been provided since 2010. Many television and radio programmes are also available to view on the BBC iPlayer and BBC Sounds services. The BBC News channel is also available to view 24 hours a day, while video and radio clips are also available within online news articles.In October 2019, BBC News Online launched a mirror on the dark web anonymity network Tor in an effort to circumvent censorship.
== Opinions ==
=== Political and commercial independence ===
The BBC is required by its charter to be free from both political and commercial influence and answers only to its viewers and listeners. This political objectivity is sometimes questioned. For instance, The Daily Telegraph (3 August 2005) carried a letter from the KGB defector Oleg Gordievsky, referring to it as "The Red Service". Books have been written on the subject, including anti-BBC works like Truth Betrayed by W J West and The Truth Twisters by Richard Deacon. The BBC has been accused of bias by Conservative MPs.The BBC's Editorial Guidelines on Politics and Public Policy state that whilst "the voices and opinions of opposition parties must be routinely aired and challenged", "the government of the day will often be the primary source of news".The BBC is regularly accused by the government of the day of bias in favour of the opposition and, by the opposition, of bias in favour of the government. Similarly, during times of war, the BBC is often accused by the UK government, or by strong supporters of British military campaigns, of being overly sympathetic to the view of the enemy. An edition of Newsnight at the start of the Falklands War in 1982 was described as "almost treasonable" by John Page, MP, who objected to Peter Snow saying "if we believe the British".During the first Gulf War, critics of the BBC took to using the satirical name "Baghdad Broadcasting Corporation". During the Kosovo War, the BBC were labelled the "Belgrade Broadcasting Corporation" (suggesting favouritism towards the FR Yugoslavia government over ethnic Albanian rebels) by British ministers, although Slobodan Milosević (then FRY president) claimed that the BBC's coverage had been biased against his nation.Conversely, some of those who style themselves anti-establishment in the United Kingdom or who oppose foreign wars have accused the BBC of pro-establishment bias or of refusing to give an outlet to "anti-war" voices. Following the 2003 invasion of Iraq, a study by the Cardiff University School of Journalism of the reporting of the war found that nine out of 10 references to weapons of mass destruction during the war assumed that Iraq possessed them, and only one in 10 questioned this assumption. It also found that, out of the main British broadcasters covering the war, the BBC was the most likely to use the British government and military as its source. It was also the least likely to use independent sources, like the Red Cross, who were more critical of the war. When it came to reporting Iraqi casualties, the study found fewer reports on the BBC than on the other three main channels. The report's author, Justin Lewis, wrote "Far from revealing an anti-war BBC, our findings tend to give credence to those who criticised the BBC for being too sympathetic to the government in its war coverage. Either way, it is clear that the accusation of BBC anti-war bias fails to stand up to any serious or sustained analysis."Prominent BBC appointments are constantly assessed by the British media and political establishment for signs of political bias. The appointment of Greg Dyke as Director-General was highlighted by press sources because Dyke was a Labour Party member and former activist, as well as a friend of Tony Blair. The BBC's former Political Editor, Nick Robinson, was some years ago a chairman of the Young Conservatives and did, as a result, attract informal criticism from the former Labour government, but his predecessor Andrew Marr faced similar claims from the right because he was editor of The Independent, a liberal-leaning newspaper, before his appointment in 2000.
Mark Thompson, former Director-General of the BBC, admitted the organisation has been biased "towards the left" in the past. He said, "In the BBC I joined 30 years ago, there was, in much of current affairs, in terms of people's personal politics, which were quite vocal, a massive bias to the left". He then added, "The organization did struggle then with impartiality. Now it is a completely different generation. There is much less overt tribalism among the young journalists who work for the BBC."
Historian Mark Curtis finds that BBC news resembles a "straightforward state propaganda organ" that provides "critical support for the [British and Western] elite's promotion of foreign policy", such as the 2003 war of aggression against Iraq. He says this militant nationalism is "not even subtle", and, citing Glasgow university, says BBC News is a chief example of "manufactured production of ideology."Following the EU referendum in 2016, some critics suggested that the BBC was biased in favour of leaving the EU. For instance, in 2018, the BBC received complaints from people who took issue that the BBC was not sufficiently covering anti-Brexit marches whilst giving smaller-scale events hosted by former UKIP leader Nigel Farage more airtime. On the other hand, a poll released by YouGov showed that 45% of people who voted to leave the EU thought that the BBC was 'actively anti-Brexit' compared to 13% of the same kinds of voters who think the BBC is pro-Brexit.
=== India ===
In 2008, the BBC Hindi was criticised by some Indian outlets for referring to the terrorists who carried out the November 2008 Mumbai attacks as "gunmen". The response to this added to prior criticism from some Indian commentators suggesting that the BBC may have an Indophobic bias. In March 2015, the BBC was criticised for a BBC Storyville documentary interviewing one of the rapists in India. In spite of a ban ordered by the Indian High court, the BBC still aired the documentary "India's Daughter" outside India.
=== Hutton Inquiry ===
BBC News was at the centre of a political controversy following the 2003 invasion of Iraq. Three BBC News reports (Andrew Gilligan's on Today, Gavin Hewitt's on The Ten O'Clock News and another on Newsnight) quoted an anonymous source that stated the British government (particularly the Prime Minister's office) had embellished the September Dossier with misleading exaggerations of Iraq's weapons of mass destruction capabilities. The government denounced the reports and accused the corporation of poor journalism.
In subsequent weeks the corporation stood by the report, saying that it had a reliable source. Following intense media speculation, David Kelly was named in the press as the source for Gilligan's story on 9 July 2003. Kelly was found dead, by suicide, in a field close to his home early on 18 July. An inquiry led by Lord Hutton was announced by the British government the following day to investigate the circumstances leading to Kelly's death, concluding that "Dr. Kelly took his own life."In his report on 28 January 2004, Lord Hutton concluded that Gilligan's original accusation was "unfounded" and the BBC's editorial and management processes were "defective". In particular, it specifically criticised the chain of management that caused the BBC to defend its story. The BBC Director of News, Richard Sambrook, the report said, had accepted Gilligan's word that his story was accurate in spite of his notes being incomplete. Davies had then told the BBC Board of Governors that he was happy with the story and told the Prime Minister that a satisfactory internal inquiry had taken place. The Board of Governors, under the chairman's, Gavyn Davies, guidance, accepted that further investigation of the Government's complaints were unnecessary.
Because of the criticism in the Hutton report, Davies resigned on the day of publication. BBC News faced an important test, reporting on itself with the publication of the report, but by common consent (of the Board of Governors) managed this "independently, impartially and honestly". Davies' resignation was followed by the resignation of Director General, Greg Dyke, the following day, and the resignation of Gilligan on 30 January. While undoubtedly a traumatic experience for the corporation, an ICM poll in April 2003 indicated that it had sustained its position as the best and most trusted provider of news.
=== Israeli–Palestinian conflict ===
The BBC has faced accusations of holding both anti-Israel and anti-Palestine bias.
Douglas Davis, the London correspondent of The Jerusalem Post, has described the BBC's coverage of the Arab–Israeli conflict as "a relentless, one-dimensional portrayal of Israel as a demonic, criminal state and Israelis as brutal oppressors [which] bears all the hallmarks of a concerted campaign of vilification that, wittingly or not, has the effect of delegitimising the Jewish state and pumping oxygen into a dark old European hatred that dared not speak its name for the past half-century.". However two large independent studies, one conducted by Loughborough University and the other by Glasgow University's Media Group concluded that Israeli perspectives are given greater coverage.Critics of the BBC argue that the Balen Report proves systematic bias against Israel in headline news programming. The Daily Mail and The Daily Telegraph criticised the BBC for spending hundreds of thousands of British tax payers' pounds from preventing the report being released to the public.Jeremy Bowen, the Middle East Editor for BBC world news, was singled out specifically for bias by the BBC Trust which concluded that he violated "BBC guidelines on accuracy and impartiality."An independent panel appointed by the BBC Trust was set up in 2006 to review the impartiality of the BBC's coverage of the Israeli–Palestinian conflict. The panel's assessment was that "apart from individual lapses, there was little to suggest deliberate or systematic bias." While noting a "commitment to be fair accurate and impartial" and praising much of the BBC's coverage the independent panel concluded "that BBC output does not consistently give a full and fair account of the conflict. In some ways the picture is incomplete and, in that sense, misleading." It notes that, "the failure to convey adequately the disparity in the Israeli and Palestinian experience, [reflects] the fact that one side is in control and the other lives under occupation".
Writing in the Financial Times, Philip Stephens, one of the panellists, later accused the BBC's director-general, Mark Thompson, of misrepresenting the panel's conclusions. He further opined "My sense is that BBC news reporting has also lost a once iron-clad commitment to objectivity and a necessary respect for the democratic process. If I am right, the BBC, too, is lost". Mark Thompson published a rebuttal in the FT the next day.The description by one BBC correspondent reporting on the funeral of Yassir Arafat that she had been left with tears in her eyes led to other questions of impartiality, particularly from Martin Walker in a guest opinion piece in The Times, who picked out the apparent case of Fayad Abu Shamala, the BBC Arabic Service correspondent, who told a Hamas rally on 6 May 2001, that journalists in Gaza were "waging the campaign shoulder to shoulder together with the Palestinian people."Walker argues that the independent inquiry was flawed for two reasons. Firstly, because the time period over which it was conducted (August 2005 to January 2006) surrounded the Israeli withdrawal from Gaza and Ariel Sharon's stroke, which produced more positive coverage than usual. Furthermore, he wrote, the inquiry only looked at the BBC's domestic coverage, and excluded output on the BBC World Service and BBC World.Tom Gross accused the BBC of glorifying Hamas suicide bombers, and condemned its policy of inviting guests such as Jenny Tonge and Tom Paulin who have compared Israeli soldiers to Nazis. Writing for the BBC, Paulin said Israeli soldiers should be "shot dead" like Hitler's S.S, and said he could "understand how suicide bombers feel." According to Gross, Paulin and Tonge continue to be invited as regular guests, and they are among the most frequent contributors to their most widely screened arts programme.The BBC also faced criticism for not airing a Disasters Emergency Committee aid appeal for Palestinians who suffered in Gaza during 22-day war there between late 2008 and early 2009. Most other major UK broadcasters did air this appeal, but rival Sky News did not.British journalist Julie Burchill has accused BBC of creating a "climate of fear" for British Jews over its "excessive coverage" of Israel compared to other nations.
=== Partners ===
BBC and ABC share video segments and reporters as needed in producing their newscasts. with the BBC showing ABC World News Tonight with David Muir in the UK. However, in July 2017, the BBC announced a new partnership with CBS News allows both organisations to share video, editorial content, and additional newsgathering resources in New York, London, Washington and around the world.BBC News subscribes to wire services from leading international agencies including PA Media (formerly Press Association), Reuters, and Agence France-Presse. In April 2017, the BBC dropped Associated Press in favour of an enhanced service from AFP.
=== The view of foreign governments ===
BBC News reporters and broadcasts are now and have in the past been banned in several countries primarily for reporting which has been unfavourable to the ruling government. For example, correspondents were banned by the former apartheid régime of South Africa. The BBC was banned in Zimbabwe under Mugabe for eight years as a terrorist organisation until being allowed to operate again over a year after the 2008 elections.The BBC was banned in Burma (officially Myanmar) after their coverage and commentary on anti-government protests there in September 2007. The ban was lifted four years later in September 2011. Other cases have included Uzbekistan,
China, and Pakistan. BBC Persian, the BBC's Persian language news site, was blocked from the Iranian internet in 2006. The BBC News website was made available in China again in March 2008, but as of October 2014, was blocked again.In June 2015, the Rwandan government placed an indefinite ban on BBC broadcasts following the airing of a controversial documentary regarding the 1994 Rwandan genocide, Rwanda's Untold Story, broadcast on BBC2 on 1 October 2014. The UK's Foreign Office recognised "the hurt caused in Rwanda by some parts of the documentary".In February 2017, reporters from the BBC (as well as the Daily Mail, The New York Times, Politico, CNN, and others) were denied access to a United States White House briefing.In 2017, BBC India was banned for a period of 5 years from covering all national parks and sanctuaries in India. Following the withdrawal of CGTN's UK broadcaster licence on 4 February 2021 by Ofcom, China banned BBC News from airing in China.
== See also ==
BBC newsreaders and journalists
BBC television news programmes
List of BBC newsreaders and reporters
List of former BBC newsreaders and journalists
== References ==
== External links ==
Official website
Official Tor site: bbcnewsd73hkzno2ini43t4gblxvycyac5aw4gnv7t2rccijh7745uqd.onion (Accessing link help)
BBC News in focus: Photos from the past six decades The Guardian
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Songwriter
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A songwriter is a musician who professionally composes musical compositions or writes lyrics for songs, or both. The writer of the music for a song can be called a composer, although this term tends to be used mainly in the classical music genre and film scoring. A songwriter who mainly writes the lyrics for a song is referred to as a lyricist. The pressure from the music industry to produce popular hits means that song writing is often an activity for which the tasks are distributed among a number of people. For example, a songwriter who excels at writing lyrics might be paired with a songwriter with the task of creating original melodies. Pop songs may be composed by group members from the band or by staff writers – songwriters directly employed by music publishers. Some songwriters serve as their own music publishers, while others have external publishers.The old-style apprenticeship approach to learning how to write songs is being supplemented by university degrees, college diplomas and "rock schools". Knowledge of modern music technology (sequencers, synthesizers, computer sound editing), songwriting elements and business skills are significant for modern songwriters. Several music colleges offer songwriting diplomas and degrees with music business modules. Since songwriting and publishing royalties can be substantial sources of income, particularly if a song becomes a hit record; legally, in the US, songs written after 1934 may be copied only by the authors. The legal power to grant these permissions may be bought, sold or transferred. This is governed by international copyright law.Songwriters can be employed in a variety of different ways. They may exclusively write lyrics or compose music alongside another artist, present songs to A&R, publishers, agents and managers for consideration. Song pitching can be done on a songwriter's behalf by their publisher or independently using tip sheets like RowFax, the MusicRow publication and SongQuarters. Skills associated with song-writing include entrepreneurism and creativity. Staff writers do not necessarily get printed credit for their contributions to the song.
== Staff writers ==
As a creative writer, the author of private work includes rights agreement in terms of service declares releases any creative Commons from liability of expressive performances bearing similarities in any connection with an unrelative party of experiences of instances relieves indifferencies can bound parties by arbitration legal court of law. In the form of a contract agreement as a songwriter also a publisher can appoint a duty of publication of copyrighted works for staffs. Being a staff writer effectively means that, during the term of the songwriter's contract with the publisher, all their songs are automatically published by that company and cannot be published elsewhere.In the Nashville country music scene, there is a strong staff writer culture where contracted writers work normal "9-to-5" hours at the publishing office and are paid a regular salary, says staff writer Gary Growden. This salary is in effect the writer's "draw", an advance on future earnings, which is paid monthly and enables them to live within a fixed budget. The publisher owns the copyright of songs written during the term of the agreement for a designated period, after which the songwriter can reclaim the copyright. In an interview with HitQuarters, songwriter Dave Berg extolled the benefits of the set-up: "I was able to concentrate on writing the whole time and have always had enough money to live on."Unlike contracted writers, some staff writers operate as employees for their respective publishers. Under the terms of these
work for hire agreements, the compositions created are fully owned by the publisher. Because the recapture provision of the United States Copyright Act of 1976 does not apply to "works made for hire", the rights to a song created under an employment contract cannot be "recaptured" by the writer after 35 years. In Nashville, young writers are often strongly encouraged to avoid these types of contracts.
Staff writers are common across the whole industry, but without the more office-like working arrangements favoured in Nashville. All the major publishers employ writers under contract. Obtaining a staff writer contract with a publisher can be the first step for any professional songwriting career, with some writers with a desire for greater independence outgrowing this set-up once they achieve a degree of success. Songwriter Allan Eshuijs described his staff writer contract at Universal Music Publishing as a starter deal. His success under the arrangement eventually allowed him to found his own publishing company so that he could "keep as much [publishing income] as possible and say how it's going to be done."
== Specific roles ==
=== Beatmaker ===
A beatmaker is a songwriter who creates and composes music or beats for a song, often laying the groundwork or 'musical bed'. Then a composer who specializes in melody will create the top-line for the track. Tools typically used are keyboards, drum machines, softsynths and digital audio workstations. Beat makers or composers are not necessarily record producers by definition or acting role since they generally do not work directly with an artist in a recording studio that oversees the production and recording of the final product. However, record producers can be involved in co-writing songs as the composer wearing two hats as the producer and songwriter as they may write and compose the original music such as the beat and then oversee the production that takes control of the recording sessions with the artist and engineer all the way down to the mix stage. They are referred to as Record Producer / Songwriters as they generally receive songwriting and production credits for both roles. This is especially true for R&B, hip-hop producers in urban hip hop production, when composing the original music as the co-writer is integrated into their traditional role as a Record Producer, such as Rodney Jerkins, Dr. Dre, Timbaland or Pharrell Williams, as opposed to a rock producer that may rarely contribute as a co-writer of a song.
=== Top-liners ===
A top-line writer or top-liner is a songwriter who writes a song over a pre-made beat. In top-lining, the writer is not creating a song from scratch, but rather creating lyrics and melodies over an existing music genre, tonality, harmony, rhythm, and form of a song.In modern commercial writing, it is a common practice for the musical track to be produced first without any vocal melody or lyrics. This is partially due to the rise of portable music production equipment and digital audio workstations that are designed for the swift arrangement of electronic music, such as Cubase and Ableton Live.The top-liner usually is also a singer, and will sing over the track as the demo singer. If the song is for a particular artist, the top-liner may sing the demo in that artist's style. Top-liners often work in groups to co-write. Sometimes producers send out tracks to more than one top-line writer so that the producer or singer could choose the best option. Since the track is the same, melodies by different writers can sometimes be very similar. Occasionally, the producer might choose a few lines of melodic or lyrical ideas from one top-liner without properly crediting or paying them. These situations sometimes result in legal battles over ownership of the melodies or lyrics.There is a way to prevent such legal battles. A songwriter can commit their "intent to make a song", which prevents any of the parties ripping the song apart. Some artists send out a legal disclaimer making clear that if their melody is not used after doing a topline, it reverts to them, and the track back to the track writer.
== Multi-tasking songwriters ==
=== As musicians ===
Songwriters are also often skilled musicians. In part, this is because the process of "working out" a song or arrangement requires a songwriter to play an instrument, typically the guitar or the piano, to hear how the chord progression sounds and to hear how well a given set of chords supports a melody. In addition to selling their songs and musical concepts for other artists to sing, some songwriter-musicians create songs to perform themselves. Songwriters need to create a number of elements for a song, including an introduction, various verses and a chorus. At minimum, a songwriter must prepare a lead sheet for a song, which consists of one or more pieces of sheet music with the melody notes and chord progression indicated on it.
The songwriter may expand upon the melody and chord progression by adding an instrumental melody (which may occur before or after the vocal melody, or alongside the vocal melody) and creating a more complex song structure (e.g., verse, chorus, bridge, instrumental solo section, etc.).
=== As producers ===
With recent technological improvements, a songwriter can now create commercially viable music almost entirely on their laptop. This technological advancement has made the producer/songwriter role a much more popular occurrence. Perhaps because the role of producer is not generally understood by the public, the average listener does not know when an artist also takes on the role of producer.
Brian Wilson of The Beach Boys is one of the earliest and most widely known examples of a songwriter turned music producer. Within two years of the band's commercial breakthrough, Wilson had taken over from his father Murry, and he was the sole producer of all their recordings between 1963 and 1967.
=== As singers ===
Many singers also write songs for themselves, and as such, they are usually referred to as singer-songwriters.
== Sole writing ==
In solitary songwriting or sole writing, only one person is responsible in creating the entire music and lyrics of a song. According to Billboard, 44% of the songs that reached number one on the Billboard Hot 100 chart during the 1970s were written by just one songwriter. The percentage declined to 42% in the 1980s, 24% in the 1990s, 6% in the 2000s, and 4% in the 2010s. Lionel Richie and Diane Warren are the only songwriters with at least 8 number-one singles written solely by themselves.
== Co-writing ==
Songs written by more than one person is co-written, written jointly or written in collaboration with other authors. Co-writers may use the "stream of consciousness" approach, referring to having ideas flow rather than being discussed. The first step in co-writing is to establish the division of the contribution between co-writers. In copyright law, there is no distinction of importance between the lyrics of the song or the melody of the song, therefore each writer is given equal ownership over the song, unless another agreement is arranged. "Phantom" songwriters provide small contributions to songs. The songwriter suggests a line for a verse or a session musician who informally proposes a chord progression for a coda. "Phantom" songwriters are usually not given credit.
=== Songwriting partnership ===
Songwriting partnership or songwriting duo is a prolific collaboration which consists of two songwriters, usually sharing 50% royalty each. Songwriting partnership can be between a composer and a lyricist (Andrew Lloyd Webber with Tim Rice or Elton John with Bernie Taupin), a performer and a producer (Madonna with Patrick Leonard or Mariah Carey with Walter Afanasieff), or between bandmates (Mick Jagger with Keith Richards of the Rolling Stones or Björn Ulvaeus with Benny Andersson of ABBA). According to Billboard, the songwriting partnership between John Lennon and Paul McCartney remains the most successful one of all time, resulting over 180 songs and 20 number ones for the Beatles on the Billboard Hot 100.
=== Songwriting camp ===
Songwriting camp is a gathering of multiple producers and topliners in a pre-selected location for the purpose of writing songs for a specific artist. As one of the most successful artists in releasing many hit songs, Rihanna has been known for holding various writing camps to make her albums. Writing camps are also very popular in K-pop music industry.
=== Sampling ===
Sampling is the reuse of a portion (or sample) of a sound recording in another recording. The original songwriter(s) of a song usually receive co-writing credit when their work is sampled on another song, although they did not literally involve in making the latter. For example, Sting is credited as a co-writer alongside Todd Gaither and Faith Evans for "I'll Be Missing You" (1997) due to the sample of "Every Breath You Take" (1983), a song he solely wrote for the Police. However, "I'll Be Missing You" did not have legal approval for the sample before its release, thus Sting sued and received 100% of the song royalties, with payments reportedly going until 2053. Beyoncé's album Lemonade (2016) features as many as 72 co-writers due to use of samples in majority of its tracks.
== See also ==
Musician
Rolling Stone's 100 Greatest Songwriters of All Time
List of Songwriters Hall of Fame inductees
Singing
== References ==
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Television
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Television (TV) is a telecommunication medium for transmitting moving images and sound. The term can refer to a television set, or the medium of television transmission. Television is a mass medium for advertising, entertainment, news, and sports.
Television became available in crude experimental forms in the late 1920s, but only after several years of further development was the new technology marketed to consumers. After World War II, an improved form of black-and-white television broadcasting became popular in the United Kingdom and the United States, and television sets became commonplace in homes, businesses, and institutions. During the 1950s, television was the primary medium for influencing public opinion. In the mid-1960s, color broadcasting was introduced in the U.S. and most other developed countries.
The availability of various types of archival storage media such as Betamax and VHS tapes, LaserDiscs, high-capacity hard disk drives, CDs, DVDs, flash drives, high-definition HD DVDs and Blu-ray Discs, and cloud digital video recorders has enabled viewers to watch pre-recorded material—such as movies—at home on their own time schedule. For many reasons, especially the convenience of remote retrieval, the storage of television and video programming now also occurs on the cloud (such as the video-on-demand service by Netflix). At the end of the first decade of the 2000s, digital television transmissions greatly increased in popularity. Another development was the move from standard-definition television (SDTV) (576i, with 576 interlaced lines of resolution and 480i) to high-definition television (HDTV), which provides a resolution that is substantially higher. HDTV may be transmitted in different formats: 1080p, 1080i and 720p. Since 2010, with the invention of smart television, Internet television has increased the availability of television programs and movies via the Internet through streaming video services such as Netflix, Amazon Prime Video, iPlayer and Hulu.
In 2013, 79% of the world's households owned a television set. The replacement of earlier cathode-ray tube (CRT) screen displays with compact, energy-efficient, flat-panel alternative technologies such as LCDs (both fluorescent-backlit and LED), OLED displays, and plasma displays was a hardware revolution that began with computer monitors in the late 1990s. Most television sets sold in the 2000s were flat-panel, mainly LEDs. Major manufacturers announced the discontinuation of CRT, Digital Light Processing (DLP), plasma, and even fluorescent-backlit LCDs by the mid-2010s. In the near future, LEDs are expected to be gradually replaced by OLEDs. Also, major manufacturers have announced that they will increasingly produce smart TVs in the mid-2010s. Smart TVs with integrated Internet and Web 2.0 functions became the dominant form of television by the late 2010s.Television signals were initially distributed only as terrestrial television using high-powered radio-frequency television transmitters to broadcast the signal to individual television receivers. Alternatively television signals are distributed by coaxial cable or optical fiber, satellite systems and, since the 2000s via the Internet. Until the early 2000s, these were transmitted as analog signals, but a transition to digital television was expected to be completed worldwide by the late 2010s. A standard television set consists of multiple internal electronic circuits, including a tuner for receiving and decoding broadcast signals. A visual display device that lacks a tuner is correctly called a video monitor rather than a television.
== Etymology ==
The word television comes from Ancient Greek τῆλε (tele) 'far', and Latin visio 'sight'. The first documented usage of the term dates back to 1900, when the Russian scientist Constantin Perskyi used it in a paper that he presented in French at the first International Congress of Electricity, which ran from 18 to 25 August 1900 during the International World Fair in Paris.
The anglicised version of the term is first attested in 1907, when it was still "...a theoretical system to transmit moving images over telegraph or telephone wires". It was "...formed in English or borrowed from French télévision." In the 19th century and early 20th century, other "...proposals for the name of a then-hypothetical technology for sending pictures over distance were telephote (1880) and televista (1904)."The abbreviation TV is from 1948. The use of the term to mean "a television set" dates from 1941. The use of the term to mean "television as a medium" dates from 1927.The term telly is more common in the UK. The slang term "the tube" or the "boob tube" derives from the bulky cathode-ray tube used on most TVs until the advent of flat-screen TVs. Another slang term for the TV is "idiot box".
== History ==
=== Mechanical ===
Facsimile transmission systems for still photographs pioneered methods of mechanical scanning of images in the early 19th century. Alexander Bain introduced the facsimile machine between 1843 and 1846. Frederick Bakewell demonstrated a working laboratory version in 1851. Willoughby Smith discovered the photoconductivity of the element selenium in 1873. As a 23-year-old German university student, Paul Julius Gottlieb Nipkow proposed and patented the Nipkow disk in 1884 in Berlin. This was a spinning disk with a spiral pattern of holes in it, so each hole scanned a line of the image. Although he never built a working model of the system, variations of Nipkow's spinning-disk "image rasterizer" became exceedingly common. Constantin Perskyi had coined the word television in a paper read to the International Electricity Congress at the International World Fair in Paris on 24 August 1900. Perskyi's paper reviewed the existing electromechanical technologies, mentioning the work of Nipkow and others. However, it was not until 1907 that developments in amplification tube technology by Lee de Forest and Arthur Korn, among others, made the design practical.The first demonstration of the live transmission of images was by Georges Rignoux and A. Fournier in Paris in 1909. A matrix of 64 selenium cells, individually wired to a mechanical commutator, served as an electronic retina. In the receiver, a type of Kerr cell modulated the light and a series of differently angled mirrors attached to the edge of a rotating disc scanned the modulated beam onto the display screen. A separate circuit regulated synchronization. The 8x8 pixel resolution in this proof-of-concept demonstration was just sufficient to clearly transmit individual letters of the alphabet. An updated image was transmitted "several times" each second.In 1911, Boris Rosing and his student Vladimir Zworykin created a system that used a mechanical mirror-drum scanner to transmit, in Zworykin's words, "very crude images" over wires to the "Braun tube" (cathode-ray tube or "CRT") in the receiver. Moving images were not possible because, in the scanner: "the sensitivity was not enough and the selenium cell was very laggy".In 1921, Edouard Belin sent the first image via radio waves with his belinograph.
By the 1920s, when amplification made television practical, Scottish inventor John Logie Baird employed the Nipkow disk in his prototype video systems. On 25 March 1925, Baird gave the first public demonstration of televised silhouette images in motion, at Selfridges's department store in London. Since human faces had inadequate contrast to show up on his primitive system, he televised a ventriloquist's dummy named "Stooky Bill", whose painted face had higher contrast, talking and moving. By 26 January 1926, he had demonstrated before members of the Royal Institution the transmission of an image of a face in motion by radio. This is widely regarded as the world's first true public television demonstration, exhibiting light, shade and detail. Baird's system used the Nipkow disk for both scanning the image and displaying it. A brightly illuminated subject was placed in front of a spinning Nipkow disk set with lenses which swept images across a static photocell. The thallium sulphide (Thalofide) cell, developed by Theodore Case in the U.S., detected the light reflected from the subject and converted it into a proportional electrical signal. This was transmitted by AM radio waves to a receiver unit, where the video signal was applied to a neon light behind a second Nipkow disk rotating synchronized with the first. The brightness of the neon lamp was varied in proportion to the brightness of each spot on the image. As each hole in the disk passed by, one scan line of the image was reproduced. Baird's disk had 30 holes, producing an image with only 30 scan lines, just enough to recognize a human face. In 1927, Baird transmitted a signal over 438 miles (705 km) of telephone line between London and Glasgow. Baird's original 'televisor' now resides in the Science Museum, South Kensington.
In 1928, Baird's company (Baird Television Development Company/Cinema Television) broadcast the first transatlantic television signal, between London and New York, and the first shore-to-ship transmission. In 1929, he became involved in the first experimental mechanical television service in Germany. In November of the same year, Baird and Bernard Natan of Pathé established France's first television company, Télévision-Baird-Natan. In 1931, he made the first outdoor remote broadcast, of The Derby. In 1932, he demonstrated ultra-short wave television. Baird's mechanical system reached a peak of 240-lines of resolution on BBC telecasts in 1936, though the mechanical system did not scan the televised scene directly. Instead a 17.5 mm film was shot, rapidly developed and then scanned while the film was still wet.A U.S. inventor, Charles Francis Jenkins, also pioneered the television. He published an article on "Motion Pictures by Wireless" in 1913; transmitted moving silhouette images for witnesses in December 1923; and on 13 June 1925 publicly demonstrated synchronized transmission of silhouette pictures. In 1925 Jenkins used the Nipkow disk and transmitted the silhouette image of a toy windmill in motion, over a distance of 5 miles (8 km), from a naval radio station in Maryland to his laboratory in Washington, D.C., using a lensed disk scanner with a 48-line resolution. He was granted U.S. Patent No. 1,544,156 (Transmitting Pictures over Wireless) on 30 June 1925 (filed 13 March 1922).Herbert E. Ives and Frank Gray of Bell Telephone Laboratories gave a dramatic demonstration of mechanical television on 7 April 1927. Their reflected-light television system included both small and large viewing screens. The small receiver had a 2-inch-wide by 2.5-inch-high screen (5 by 6 cm). The large receiver had a screen 24 inches wide by 30 inches high (60 by 75 cm). Both sets could reproduce reasonably accurate, monochromatic, moving images. Along with the pictures, the sets received synchronized sound. The system transmitted images over two paths: first, a copper wire link from Washington to New York City, then a radio link from Whippany, New Jersey. Comparing the two transmission methods, viewers noted no difference in quality. Subjects of the telecast included Secretary of Commerce Herbert Hoover. A flying-spot scanner beam illuminated these subjects. The scanner that produced the beam had a 50-aperture disk. The disc revolved at a rate of 18 frames per second, capturing one frame about every 56 milliseconds. (Today's systems typically transmit 30 or 60 frames per second, or one frame every 33.3 or 16.7 milliseconds respectively.) Television historian Albert Abramson underscored the significance of the Bell Labs demonstration: "It was in fact the best demonstration of a mechanical television system ever made to this time. It would be several years before any other system could even begin to compare with it in picture quality."In 1928, WRGB, then W2XB, was started as the world's first television station. It broadcast from the General Electric facility in Schenectady, NY. It was popularly known as "WGY Television". Meanwhile, in the Soviet Union, Léon Theremin had been developing a mirror drum-based television, starting with 16 lines resolution in 1925, then 32 lines and eventually 64 using interlacing in 1926. As part of his thesis, on 7 May 1926, he electrically transmitted, and then projected, near-simultaneous moving images on a 5-square-foot (0.46 m2) screen.By 1927 Theremin had achieved an image of 100 lines, a resolution that was not surpassed until May 1932 by RCA, with 120 lines.On 25 December 1926 Kenjiro Takayanagi demonstrated a television system with 40-line resolution that employed a Nipkow disk scanner and CRT display at Hamamatsu Industrial High School in Japan. This prototype is still on display at the Takayanagi Memorial Museum in Shizuoka University, Hamamatsu Campus. His research in creating a production model was halted by the SCAP after World War II.Because only a limited number of holes could be made in the disks, and disks beyond a certain diameter became impractical, image resolution on mechanical television broadcasts was relatively low, ranging from about 30 lines up to 120 or so. Nevertheless, the image quality of 30-line transmissions steadily improved with technical advances, and by 1933 the UK broadcasts using the Baird system were remarkably clear. A few systems ranging into the 200-line region also went on the air. Two of these were the 180-line system that Compagnie des Compteurs (CDC) installed in Paris in 1935, and the 180-line system that Peck Television Corp. started in 1935 at station VE9AK in Montreal. The advancement of all-electronic television (including image dissectors and other camera tubes and cathode-ray tubes for the reproducer) marked the start of the end for mechanical systems as the dominant form of television. Mechanical television, despite its inferior image quality and generally smaller picture, would remain the primary television technology until the 1930s. The last mechanical telecasts ended in 1939 at stations run by a lot of public universities in the United States.
=== Electronic ===
In 1897, English physicist J. J. Thomson was able, in his three well-known experiments, to deflect cathode rays, a fundamental function of the modern cathode-ray tube (CRT). The earliest version of the CRT was invented by the German physicist Ferdinand Braun in 1897 and is also known as the "Braun" tube. It was a cold-cathode diode, a modification of the Crookes tube, with a phosphor-coated screen. Braun was the first to conceive the use of a CRT as a display device. The Braun tube became the foundation of 20th century television. In 1906 the Germans Max Dieckmann and Gustav Glage produced raster images for the first time in a CRT. In 1907, Russian scientist Boris Rosing used a CRT in the receiving end of an experimental video signal to form a picture. He managed to display simple geometric shapes onto the screen.In 1908, Alan Archibald Campbell-Swinton, fellow of the Royal Society (UK), published a letter in the scientific journal Nature in which he described how "distant electric vision" could be achieved by using a cathode-ray tube, or Braun tube, as both a transmitting and receiving device, he expanded on his vision in a speech given in London in 1911 and reported in The Times and the Journal of the Röntgen Society. In a letter to Nature published in October 1926, Campbell-Swinton also announced the results of some "not very successful experiments" he had conducted with G. M. Minchin and J. C. M. Stanton. They had attempted to generate an electrical signal by projecting an image onto a selenium-coated metal plate that was simultaneously scanned by a cathode ray beam. These experiments were conducted before March 1914, when Minchin died, but they were later repeated by two different teams in 1937, by H. Miller and J. W. Strange from EMI, and by H. Iams and A. Rose from RCA. Both teams succeeded in transmitting "very faint" images with the original Campbell-Swinton's selenium-coated plate. Although others had experimented with using a cathode-ray tube as a receiver, the concept of using one as a transmitter was novel. The first cathode-ray tube to use a hot cathode was developed by John B. Johnson (who gave his name to the term Johnson noise) and Harry Weiner Weinhart of Western Electric, and became a commercial product in 1922.In 1926, Hungarian engineer Kálmán Tihanyi designed a television system using fully electronic scanning and display elements and employing the principle of "charge storage" within the scanning (or "camera") tube. The problem of low sensitivity to light resulting in low electrical output from transmitting or "camera" tubes would be solved with the introduction of charge-storage technology by Kálmán Tihanyi beginning in 1924. His solution was a camera tube that accumulated and stored electrical charges ("photoelectrons") within the tube throughout each scanning cycle. The device was first described in a patent application he filed in Hungary in March 1926 for a television system he called "Radioskop". After further refinements included in a 1928 patent application, Tihanyi's patent was declared void in Great Britain in 1930, so he applied for patents in the United States. Although his breakthrough would be incorporated into the design of RCA's "iconoscope" in 1931, the U.S. patent for Tihanyi's transmitting tube would not be granted until May 1939. The patent for his receiving tube had been granted the previous October. Both patents had been purchased by RCA prior to their approval. Charge storage remains a basic principle in the design of imaging devices for television to the present day. On 25 December 1926, at Hamamatsu Industrial High School in Japan, Japanese inventor Kenjiro Takayanagi demonstrated a TV system with a 40-line resolution that employed a CRT display. This was the first working example of a fully electronic television receiver and Takayanagi's team later made improvements to this system parallel to other television developments. Takayanagi did not apply for a patent.In the 1930s, Allen B. DuMont made the first CRTs to last 1,000 hours of use, which was one of the factors that led to the widespread adoption of television.On 7 September 1927, U.S. inventor Philo Farnsworth's image dissector camera tube transmitted its first image, a simple straight line, at his laboratory at 202 Green Street in San Francisco. By 3 September 1928, Farnsworth had developed the system sufficiently to hold a demonstration for the press. This is widely regarded as the first electronic television demonstration. In 1929, the system was improved further by the elimination of a motor generator, so that his television system now had no mechanical parts. That year, Farnsworth transmitted the first live human images with his system, including a three and a half-inch image of his wife Elma ("Pem") with her eyes closed (possibly due to the bright lighting required).
Meanwhile, Vladimir Zworykin was also experimenting with the cathode-ray tube to create and show images. While working for Westinghouse Electric in 1923, he began to develop an electronic camera tube. But in a 1925 demonstration, the image was dim, had low contrast, and poor definition, and was stationary. Zworykin's imaging tube never got beyond the laboratory stage. But RCA, which acquired the Westinghouse patent, asserted that the patent for Farnsworth's 1927 image dissector was written so broadly that it would exclude any other electronic imaging device. Thus RCA, on the basis of Zworykin's 1923 patent application, filed a patent interference suit against Farnsworth. The U.S. Patent Office examiner disagreed in a 1935 decision, finding priority of invention for Farnsworth against Zworykin. Farnsworth claimed that Zworykin's 1923 system would be unable to produce an electrical image of the type to challenge his patent. Zworykin received a patent in 1928 for a color transmission version of his 1923 patent application; he also divided his original application in 1931. Zworykin was unable or unwilling to introduce evidence of a working model of his tube that was based on his 1923 patent application. In September 1939, after losing an appeal in the courts, and determined to go forward with the commercial manufacturing of television equipment, RCA agreed to pay Farnsworth US$1 million over a ten-year period, in addition to license payments, to use his patents.In 1933, RCA introduced an improved camera tube that relied on Tihanyi's charge storage principle. Called the "Iconoscope" by Zworykin, the new tube had a light sensitivity of about 75,000 lux, and thus was claimed to be much more sensitive than Farnsworth's image dissector. However, Farnsworth had overcome his power issues with his Image Dissector through the invention of a completely unique "multipactor" device that he began work on in 1930, and demonstrated in 1931. This small tube could amplify a signal reportedly to the 60th power or better and showed great promise in all fields of electronics. Unfortunately, an issue with the multipactor was that it wore out at an unsatisfactory rate.
At the Berlin Radio Show in August 1931 in Berlin, Manfred von Ardenne gave a public demonstration of a television system using a CRT for both transmission and reception, the first completely electronic television transmission. However, Ardenne had not developed a camera tube, using the CRT instead as a flying-spot scanner to scan slides and film. Ardenne achieved his first transmission of television pictures on 24 December 1933, followed by test runs for a public television service in 1934. The world's first electronically scanned television service then started in Berlin in 1935, the Fernsehsender Paul Nipkow, culminating in the live broadcast of the 1936 Summer Olympic Games from Berlin to public places all over Germany.Philo Farnsworth gave the world's first public demonstration of an all-electronic television system, using a live camera, at the Franklin Institute of Philadelphia on 25 August 1934, and for ten days afterwards. Mexican inventor Guillermo González Camarena also played an important role in early television. His experiments with television (known as telectroescopía at first) began in 1931 and led to a patent for the "trichromatic field sequential system" color television in 1940. In Britain, the EMI engineering team led by Isaac Shoenberg applied in 1932 for a patent for a new device they called "the Emitron", which formed the heart of the cameras they designed for the BBC. On 2 November 1936, a 405-line broadcasting service employing the Emitron began at studios in Alexandra Palace, and transmitted from a specially built mast atop one of the Victorian building's towers. It alternated for a short time with Baird's mechanical system in adjoining studios, but was more reliable and visibly superior. This was the world's first regular "high-definition" television service.The original U.S. iconoscope was noisy, had a high ratio of interference to signal, and ultimately gave disappointing results, especially when compared to the high definition mechanical scanning systems then becoming available. The EMI team, under the supervision of Isaac Shoenberg, analyzed how the iconoscope (or Emitron) produces an electronic signal and concluded that its real efficiency was only about 5% of the theoretical maximum. They solved this problem by developing, and patenting in 1934, two new camera tubes dubbed super-Emitron and CPS Emitron. The super-Emitron was between ten and fifteen times more sensitive than the original Emitron and iconoscope tubes and, in some cases, this ratio was considerably greater. It was used for outside broadcasting by the BBC, for the first time, on Armistice Day 1937, when the general public could watch on a television set as the King laid a wreath at the Cenotaph. This was the first time that anyone had broadcast a live street scene from cameras installed on the roof of neighboring buildings, because neither Farnsworth nor RCA would do the same until the 1939 New York World's Fair.
On the other hand, in 1934, Zworykin shared some patent rights with the German licensee company Telefunken. The "image iconoscope" ("Superikonoskop" in Germany) was produced as a result of the collaboration. This tube is essentially identical to the super-Emitron. The production and commercialization of the super-Emitron and image iconoscope in Europe were not affected by the patent war between Zworykin and Farnsworth, because Dieckmann and Hell had priority in Germany for the invention of the image dissector, having submitted a patent application for their Lichtelektrische Bildzerlegerröhre für Fernseher (Photoelectric Image Dissector Tube for Television) in Germany in 1925, two years before Farnsworth did the same in the United States. The image iconoscope (Superikonoskop) became the industrial standard for public broadcasting in Europe from 1936 until 1960, when it was replaced by the vidicon and plumbicon tubes. Indeed, it was the representative of the European tradition in electronic tubes competing against the American tradition represented by the image orthicon. The German company Heimann produced the Superikonoskop for the 1936 Berlin Olympic Games, later Heimann also produced and commercialized it from 1940 to 1955; finally the Dutch company Philips produced and commercialized the image iconoscope and multicon from 1952 to 1958.U.S. television broadcasting, at the time, consisted of a variety of markets in a wide range of sizes, each competing for programming and dominance with separate technology, until deals were made and standards agreed upon in 1941. RCA, for example, used only Iconoscopes in the New York area, but Farnsworth Image Dissectors in Philadelphia and San Francisco. In September 1939, RCA agreed to pay the Farnsworth Television and Radio Corporation royalties over the next ten years for access to Farnsworth's patents. With this historic agreement in place, RCA integrated much of what was best about the Farnsworth Technology into their systems. In 1941, the United States implemented 525-line television. Electrical engineer Benjamin Adler played a prominent role in the development of television.The world's first 625-line television standard was designed in the Soviet Union in 1944 and became a national standard in 1946. The first broadcast in 625-line standard occurred in Moscow in 1948. The concept of 625 lines per frame was subsequently implemented in the European CCIR standard. In 1936, Kálmán Tihanyi described the principle of plasma display, the first flat panel display system.Early electronic television sets were large and bulky, with analog circuits made of vacuum tubes. Following the invention of the first working transistor at Bell Labs, Sony founder Masaru Ibuka predicted in 1952 that the transition to electronic circuits made of transistors would lead to smaller and more portable television sets. The first fully transistorized, portable solid-state television set was the 8-inch Sony TV8-301, developed in 1959 and released in 1960. This began the transformation of television viewership from a communal viewing experience to a solitary viewing experience. By 1960, Sony had sold over 4 million portable television sets worldwide.
=== Color ===
The basic idea of using three monochrome images to produce a color image had been experimented with almost as soon as black-and-white televisions had first been built. Although he gave no practical details, among the earliest published proposals for television was one by Maurice Le Blanc, in 1880, for a color system, including the first mentions in television literature of line and frame scanning. Polish inventor Jan Szczepanik patented a color television system in 1897, using a selenium photoelectric cell at the transmitter and an electromagnet controlling an oscillating mirror and a moving prism at the receiver. But his system contained no means of analyzing the spectrum of colors at the transmitting end, and could not have worked as he described it. Another inventor, Hovannes Adamian, also experimented with color television as early as 1907. The first color television project is claimed by him, and was patented in Germany on 31 March 1908, patent No. 197183, then in Britain, on 1 April 1908, patent No. 7219, in France (patent No. 390326) and in Russia in 1910 (patent No. 17912).Scottish inventor John Logie Baird demonstrated the world's first color transmission on 3 July 1928, using scanning discs at the transmitting and receiving ends with three spirals of apertures, each spiral with filters of a different primary color; and three light sources at the receiving end, with a commutator to alternate their illumination. Baird also made the world's first color broadcast on 4 February 1938, sending a mechanically scanned 120-line image from Baird's Crystal Palace studios to a projection screen at London's Dominion Theatre. Mechanically scanned color television was also demonstrated by Bell Laboratories in June 1929 using three complete systems of photoelectric cells, amplifiers, glow-tubes, and color filters, with a series of mirrors to superimpose the red, green, and blue images into one full color image.
The first practical hybrid system was again pioneered by John Logie Baird. In 1940 he publicly demonstrated a color television combining a traditional black-and-white display with a rotating colored disk. This device was very "deep", but was later improved with a mirror folding the light path into an entirely practical device resembling a large conventional console. However, Baird was unhappy with the design, and, as early as 1944, had commented to a British government committee that a fully electronic device would be better.
In 1939, Hungarian engineer Peter Carl Goldmark introduced an electro-mechanical system while at CBS, which contained an Iconoscope sensor. The CBS field-sequential color system was partly mechanical, with a disc made of red, blue, and green filters spinning inside the television camera at 1,200 rpm, and a similar disc spinning in synchronization in front of the cathode-ray tube inside the receiver set. The system was first demonstrated to the Federal Communications Commission (FCC) on 29 August 1940, and shown to the press on 4 September.CBS began experimental color field tests using film as early as 28 August 1940, and live cameras by 12 November. NBC (owned by RCA) made its first field test of color television on 20 February 1941. CBS began daily color field tests on 1 June 1941. These color systems were not compatible with existing black-and-white television sets, and, as no color television sets were available to the public at this time, viewing of the color field tests was restricted to RCA and CBS engineers and the invited press. The War Production Board halted the manufacture of television and radio equipment for civilian use from 22 April 1942, to 20 August 1945, limiting any opportunity to introduce color television to the general public.As early as 1940, Baird had started work on a fully electronic system he called Telechrome. Early Telechrome devices used two electron guns aimed at either side of a phosphor plate. The phosphor was patterned so the electrons from the guns only fell on one side of the patterning or the other. Using cyan and magenta phosphors, a reasonable limited-color image could be obtained. He also demonstrated the same system using monochrome signals to produce a 3D image (called "stereoscopic" at the time). A demonstration on 16 August 1944 was the first example of a practical color television system. Work on the Telechrome continued and plans were made to introduce a three-gun version for full color. However, Baird's untimely death in 1946 ended development of the Telechrome system.
Similar concepts were common through the 1940s and 1950s, differing primarily in the way they re-combined the colors generated by the three guns. The Geer tube was similar to Baird's concept, but used small pyramids with the phosphors deposited on their outside faces, instead of Baird's 3D patterning on a flat surface. The Penetron used three layers of phosphor on top of each other and increased the power of the beam to reach the upper layers when drawing those colors. The Chromatron used a set of focusing wires to select the colored phosphors arranged in vertical stripes on the tube.
One of the great technical challenges of introducing color broadcast television was the desire to conserve bandwidth, potentially three times that of the existing black-and-white standards, and not use an excessive amount of radio spectrum. In the United States, after considerable research, the National Television Systems Committee approved an all-electronic system developed by RCA, which encoded the color information separately from the brightness information and greatly reduced the resolution of the color information to conserve bandwidth. As black-and-white televisions could receive the same transmission and display it in black-and-white, the color system adopted is [backwards] "compatible". ("Compatible Color", featured in RCA advertisements of the period, is mentioned in the song "America", of West Side Story, 1957.) The brightness image remained compatible with existing black-and-white television sets at slightly reduced resolution, while color televisions could decode the extra information in the signal and produce a limited-resolution color display. The higher resolution black-and-white and lower resolution color images combine in the brain to produce a seemingly high-resolution color image. The NTSC standard represented a major technical achievement.
The first color broadcast (the first episode of the live program The Marriage) occurred on 8 July 1954, but during the following ten years most network broadcasts, and nearly all local programming, continued to be in black-and-white. It was not until the mid-1960s that color sets started selling in large numbers, due in part to the color transition of 1965 in which it was announced that over half of all network prime-time programming would be broadcast in color that fall. The first all-color prime-time season came just one year later. In 1972, the last holdout among daytime network programs converted to color, resulting in the first completely all-color network season.
Early color sets were either floor-standing console models or tabletop versions nearly as bulky and heavy, so in practice they remained firmly anchored in one place. GE's relatively compact and lightweight Porta-Color set was introduced in the spring of 1966. It used a transistor-based UHF tuner. The first fully transistorized color television in the United States was the Quasar television introduced in 1967. These developments made watching color television a more flexible and convenient proposition.
In 1972, sales of color sets finally surpassed sales of black-and-white sets. Color broadcasting in Europe was not standardized on the PAL format until the 1960s, and broadcasts did not start until 1967. By this point many of the technical issues in the early sets had been worked out, and the spread of color sets in Europe was fairly rapid. By the mid-1970s, the only stations broadcasting in black-and-white were a few high-numbered UHF stations in small markets, and a handful of low-power repeater stations in even smaller markets such as vacation spots. By 1979, even the last of these had converted to color and, by the early 1980s, B&W sets had been pushed into niche markets, notably low-power uses, small portable sets, or for use as video monitor screens in lower-cost consumer equipment. By the late 1980s even these areas switched to color sets.
=== Digital ===
Digital television (DTV) is the transmission of audio and video by digitally processed and multiplexed signals, in contrast to the totally analog and channel separated signals used by analog television. Due to data compression, digital television can support more than one program in the same channel bandwidth. It is an innovative service that represents the most significant evolution in television broadcast technology since color television emerged in the 1950s. Digital television's roots have been tied very closely to the availability of inexpensive, high performance computers. It was not until the 1990s that digital television became possible. Digital television was previously not practically possible due to the impractically high bandwidth requirements of uncompressed digital video, requiring around 200 Mbit/s for a standard-definition television (SDTV) signal, and over 1 Gbit/s for high-definition television (HDTV).A digital television service was proposed in 1986 by Nippon Telegraph and Telephone (NTT) and the Ministry of Posts and Telecommunication (MPT) in Japan, where there were plans to develop an "Integrated Network System" service. However, it was not possible to practically implement such a digital television service until the adoption of DCT video compression technology made it possible in the early 1990s.In the mid-1980s, as Japanese consumer electronics firms forged ahead with the development of HDTV technology, the MUSE analog format proposed by NHK, a Japanese company, was seen as a pacesetter that threatened to eclipse U.S. electronics companies' technologies. Until June 1990, the Japanese MUSE standard, based on an analog system, was the front-runner among the more than 23 other technical concepts under consideration. Then, a U.S. company, General Instrument, demonstrated the possibility of a digital television signal. This breakthrough was of such significance that the FCC was persuaded to delay its decision on an ATV standard until a digitally-based standard could be developed.
In March 1990, when it became clear that a digital standard was possible, the FCC made a number of critical decisions. First, the Commission declared that the new ATV standard must be more than an enhanced analog signal, but be able to provide a genuine HDTV signal with at least twice the resolution of existing television images. (7) Then, to ensure that viewers who did not wish to buy a new digital television set could continue to receive conventional television broadcasts, it dictated that the new ATV standard must be capable of being "simulcast" on different channels. (8) The new ATV standard also allowed the new DTV signal to be based on entirely new design principles. Although incompatible with the existing NTSC standard, the new DTV standard would be able to incorporate many improvements.
The last standards adopted by the FCC did not require a single standard for scanning formats, aspect ratios, or lines of resolution. This compromise resulted from a dispute between the consumer electronics industry (joined by some broadcasters) and the computer industry (joined by the film industry and some public interest groups) over which of the two scanning processes—interlaced or progressive—would be best suited for the newer digital HDTV compatible display devices. Interlaced scanning, which had been specifically designed for older analogue CRT display technologies, scans even-numbered lines first, then odd-numbered ones. In fact, interlaced scanning can be looked at as the first video compression model as it was partly designed in the 1940s to double the image resolution to exceed the limitations of the television broadcast bandwidth. Another reason for its adoption was to limit the flickering on early CRT screens whose phosphor coated screens could only retain the image from the electron scanning gun for a relatively short duration. However interlaced scanning does not work as efficiently on newer display devices such as Liquid-crystal (LCD), for example, which are better suited to a more frequent progressive refresh rate.Progressive scanning, the format that the computer industry had long adopted for computer display monitors, scans every line in sequence, from top to bottom. Progressive scanning in effect doubles the amount of data generated for every full screen displayed in comparison to interlaced scanning by painting the screen in one pass in 1/60-second, instead of two passes in 1/30-second. The computer industry argued that progressive scanning is superior because it does not "flicker" on the new standard of display devices in the manner of interlaced scanning. It also argued that progressive scanning enables easier connections with the Internet, and is more cheaply converted to interlaced formats than vice versa. The film industry also supported progressive scanning because it offered a more efficient means of converting filmed programming into digital formats. For their part, the consumer electronics industry and broadcasters argued that interlaced scanning was the only technology that could transmit the highest quality pictures then (and currently) feasible, i.e., 1,080 lines per picture and 1,920 pixels per line. Broadcasters also favored interlaced scanning because their vast archive of interlaced programming is not readily compatible with a progressive format. William F. Schreiber, who was director of the Advanced Television Research Program at the Massachusetts Institute of Technology from 1983 until his retirement in 1990, thought that the continued advocacy of interlaced equipment originated from consumer electronics companies that were trying to get back the substantial investments they made in the interlaced technology.Digital television transition started in late 2000s. All governments across the world set the deadline for analog shutdown by 2010s. Initially, the adoption rate was low, as the first digital tuner-equipped television sets were costly. But soon, as the price of digital-capable television sets dropped, more and more households were converting to digital television sets. The transition is expected to be completed worldwide by mid to late 2010s.
=== Smart television ===
The advent of digital television allowed innovations like smart television sets. A smart television, sometimes referred to as connected TV or hybrid TV, is a television set or set-top box with integrated Internet and Web 2.0 features, and is an example of technological convergence between computers, television sets and set-top boxes. Besides the traditional functions of television sets and set-top boxes provided through traditional Broadcasting media, these devices can also provide Internet TV, online interactive media, over-the-top content, as well as on-demand streaming media, and home networking access. These TVs come pre-loaded with an operating system.Smart TV should not to be confused with Internet TV, Internet Protocol television (IPTV) or with Web TV. Internet television refers to the receiving of television content over the Internet instead of by traditional systems—terrestrial, cable and satellite (although Internet itself is received by these methods). IPTV is one of the emerging Internet television technology standards for use by television networks. Web television (WebTV) is a term used for programs created by a wide variety of companies and individuals for broadcast on Internet TV. A first patent was filed in 1994 (and extended the following year) for an "intelligent" television system, linked with data processing systems, by means of a digital or analog network. Apart from being linked to data networks, one key point is its ability to automatically download necessary software routines, according to a user's demand, and process their needs. Major TV manufacturers have announced production of smart TVs only, for middle-end and high-end TVs in 2015. Smart TVs have gotten more affordable compared to when they were first introduced, with 46 million of U.S. households having at least one as of 2019.
=== 3D ===
3D television conveys depth perception to the viewer by employing techniques such as stereoscopic display, multi-view display, 2D-plus-depth, or any other form of 3D display. Most modern 3D television sets use an active shutter 3D system or a polarized 3D system, and some are autostereoscopic without the need of glasses. Stereoscopic 3D television was demonstrated for the first time on 10 August 1928, by John Logie Baird in his company's premises at 133 Long Acre, London. Baird pioneered a variety of 3D television systems using electromechanical and cathode-ray tube techniques. The first 3D television was produced in 1935. The advent of digital television in the 2000s greatly improved 3D television sets. Although 3D television sets are quite popular for watching 3D home media such as on Blu-ray discs, 3D programming has largely failed to make inroads with the public. Many 3D television channels which started in the early 2010s were shut down by the mid-2010s. According to DisplaySearch 3D televisions shipments totaled 41.45 million units in 2012, compared with 24.14 in 2011 and 2.26 in 2010. As of late 2013, the number of 3D TV viewers started to decline.
== Broadcast systems ==
=== Terrestrial television ===
Programming is broadcast by television stations, sometimes called "channels", as stations are licensed by their governments to broadcast only over assigned channels in the television band. At first, terrestrial broadcasting was the only way television could be widely distributed, and because bandwidth was limited, i.e., there were only a small number of channels available, government regulation was the norm. In the U.S., the Federal Communications Commission (FCC) allowed stations to broadcast advertisements beginning in July 1941, but required public service programming commitments as a requirement for a license. By contrast, the United Kingdom chose a different route, imposing a television license fee on owners of television reception equipment to fund the British Broadcasting Corporation (BBC), which had public service as part of its Royal Charter.
WRGB claims to be the world's oldest television station, tracing its roots to an experimental station founded on 13 January 1928, broadcasting from the General Electric factory in Schenectady, NY, under the call letters W2XB. It was popularly known as "WGY Television" after its sister radio station. Later in 1928, General Electric started a second facility, this one in New York City, which had the call letters W2XBS and which today is known as WNBC. The two stations were experimental in nature and had no regular programming, as receivers were operated by engineers within the company. The image of a Felix the Cat doll rotating on a turntable was broadcast for 2 hours every day for several years as new technology was being tested by the engineers. On 2 November 1936, the BBC began transmitting the world's first public regular high-definition service from the Victorian Alexandra Palace in north London. It therefore claims to be the birthplace of television broadcasting as we now know it.
With the widespread adoption of cable across the United States in the 1970s and 1980s, terrestrial television broadcasts have been in decline; in 2013 it was estimated that about 7% of US households used an antenna. A slight increase in use began around 2010 due to switchover to digital terrestrial television broadcasts, which offered pristine image quality over very large areas, and offered an alternative to cable television (CATV) for cord cutters. All other countries around the world are also in the process of either shutting down analog terrestrial television or switching over to digital terrestrial television.
=== Cable television ===
Cable television is a system of broadcasting television programming to paying subscribers via radio frequency (RF) signals transmitted through coaxial cables or light pulses through fiber-optic cables. This contrasts with traditional terrestrial television, in which the television signal is transmitted over the air by radio waves and received by a television antenna attached to the television. In the 2000s, FM radio programming, high-speed Internet, telephone service, and similar non-television services may also be provided through these cables. The abbreviation CATV is sometimes used for cable television in the United States. It originally stood for Community Access Television or Community Antenna Television, from cable television's origins in 1948: in areas where over-the-air reception was limited by distance from transmitters or mountainous terrain, large "community antennas" were constructed, and cable was run from them to individual homes.
=== Satellite television ===
Satellite television is a system of supplying television programming using broadcast signals relayed from communication satellites. The signals are received via an outdoor parabolic reflector antenna usually referred to as a satellite dish and a low-noise block downconverter (LNB). A satellite receiver then decodes the desired television program for viewing on a television set. Receivers can be external set-top boxes, or a built-in television tuner. Satellite television provides a wide range of channels and services, especially to geographic areas without terrestrial television or cable television.
The most common method of reception is direct-broadcast satellite television (DBSTV), also known as "direct to home" (DTH). In DBSTV systems, signals are relayed from a direct broadcast satellite on the Ku wavelength and are completely digital. Satellite TV systems formerly used systems known as television receive-only. These systems received analog signals transmitted in the C-band spectrum from FSS type satellites, and required the use of large dishes. Consequently, these systems were nicknamed "big dish" systems, and were more expensive and less popular.The direct-broadcast satellite television signals were earlier analog signals and later digital signals, both of which require a compatible receiver. Digital signals may include high-definition television (HDTV). Some transmissions and channels are free-to-air or free-to-view, while many other channels are pay television requiring a subscription.
In 1945, British science fiction writer Arthur C. Clarke proposed a worldwide communications system which would function by means of three satellites equally spaced apart in earth orbit. This was published in the October 1945 issue of the Wireless World magazine and won him the Franklin Institute's Stuart Ballantine Medal in 1963.The first satellite television signals from Europe to North America were relayed via the Telstar satellite over the Atlantic Ocean on 23 July 1962. The signals were received and broadcast in North American and European countries and watched by over 100 million. Launched in 1962, the Relay 1 satellite was the first satellite to transmit television signals from the US to Japan. The first geosynchronous communication satellite, Syncom 2, was launched on 26 July 1963.The world's first commercial communications satellite, called Intelsat I and nicknamed "Early Bird", was launched into geosynchronous orbit on 6 April 1965. The first national network of television satellites, called Orbita, was created by the Soviet Union in October 1967, and was based on the principle of using the highly elliptical Molniya satellite for rebroadcasting and delivering of television signals to ground downlink stations. The first commercial North American satellite to carry television transmissions was Canada's geostationary Anik 1, which was launched on 9 November 1972. ATS-6, the world's first experimental educational and Direct Broadcast Satellite (DBS), was launched on 30 May 1974. It transmitted at 860 MHz using wideband FM modulation and had two sound channels. The transmissions were focused on the Indian subcontinent but experimenters were able to receive the signal in Western Europe using home constructed equipment that drew on UHF television design techniques already in use.The first in a series of Soviet geostationary satellites to carry Direct-To-Home television, Ekran 1, was launched on 26 October 1976. It used a 714 MHz UHF downlink frequency so that the transmissions could be received with existing UHF television technology rather than microwave technology.
=== Internet television ===
Internet television (Internet TV) (or online television) is the digital distribution of television content via the Internet as opposed to traditional systems like terrestrial, cable, and satellite, although the Internet itself is received by terrestrial, cable, or satellite methods. Internet television is a general term that covers the delivery of television series, and other video content, over the Internet by video streaming technology, typically by major traditional television broadcasters. Internet television should not be confused with Smart TV, IPTV or with Web TV. Smart television refers to the television set which has a built-in operating system. Internet Protocol television (IPTV) is one of the emerging Internet television technology standards for use by television networks. Web television is a term used for programs created by a wide variety of companies and individuals for broadcast on Internet television.
== Sets ==
A television set, also called a television receiver, television, TV set, TV, or "telly", is a device that combines a tuner, display, an amplifier, and speakers for the purpose of viewing television and hearing its audio components. Introduced in the late 1920s in mechanical form, television sets became a popular consumer product after World War II in electronic form, using cathode-ray tubes. The addition of color to broadcast television after 1953 further increased the popularity of television sets and an outdoor antenna became a common feature of suburban homes. The ubiquitous television set became the display device for recorded media in the 1970s, such as Betamax and VHS, which enabled viewers to record TV shows and watch prerecorded movies. In the subsequent decades, Television sets were used to watch DVDs and Blu-ray Discs of movies and other content. Major TV manufacturers announced the discontinuation of CRT, DLP, plasma and fluorescent-backlit LCDs by the mid-2010s. Televisions since 2010s mostly use LEDs. LEDs are expected to be gradually replaced by OLEDs in the near future.
=== Display technologies ===
==== Disk ====
The earliest systems employed a spinning disk to create and reproduce images. These usually had a low resolution and screen size and never became popular with the public.
==== CRT ====
The cathode-ray tube (CRT) is a vacuum tube containing one or more electron guns (a source of electrons or electron emitter) and a fluorescent screen used to view images. It has a means to accelerate and deflect the electron beam(s) onto the screen to create the images. The images may represent electrical waveforms (oscilloscope), pictures (television, computer monitor), radar targets or others. The CRT uses an evacuated glass envelope which is large, deep (i.e. long from front screen face to rear end), fairly heavy, and relatively fragile. As a matter of safety, the face is typically made of thick lead glass so as to be highly shatter-resistant and to block most X-ray emissions, particularly if the CRT is used in a consumer product.
In television sets and computer monitors, the entire front area of the tube is scanned repetitively and systematically in a fixed pattern called a raster. An image is produced by controlling the intensity of each of the three electron beams, one for each additive primary color (red, green, and blue) with a video signal as a reference. In all modern CRT monitors and televisions, the beams are bent by magnetic deflection, a varying magnetic field generated by coils and driven by electronic circuits around the neck of the tube, although electrostatic deflection is commonly used in oscilloscopes, a type of diagnostic instrument.
==== DLP ====
Digital Light Processing (DLP) is a type of video projector technology that uses a digital micromirror device. Some DLPs have a TV tuner, which makes them a type of TV display. It was originally developed in 1987 by Dr. Larry Hornbeck of Texas Instruments. While the DLP imaging device was invented by Texas Instruments, the first DLP based projector was introduced by Digital Projection Ltd in 1997. Digital Projection and Texas Instruments were both awarded Emmy Awards in 1998 for invention of the DLP projector technology. DLP is used in a variety of display applications from traditional static displays to interactive displays and also non-traditional embedded applications including medical, security, and industrial uses. DLP technology is used in DLP front projectors (standalone projection units for classrooms and business primarily), but also in private homes; in these cases, the image is projected onto a projection screen. DLP is also used in DLP rear projection television sets and digital signs. It is also used in about 85% of digital cinema projection.
==== Plasma ====
A plasma display panel (PDP) is a type of flat panel display common to large television displays 30 inches (76 cm) or larger. They are called "plasma" displays because the technology uses small cells containing electrically charged ionized gases, or what are in essence chambers more commonly known as fluorescent lamps.
==== LCD ====
Liquid-crystal-display televisions (LCD TV) are television sets that use LCD display technology to produce images. LCD televisions are much thinner and lighter than cathode-ray tube (CRTs) of similar display size, and are available in much larger sizes (e.g., 90-inch diagonal). When manufacturing costs fell, this combination of features made LCDs practical for television receivers. LCDs come in two types: those using cold cathode fluorescent lamps, simply called LCDs and those using LED as backlight called as LEDs.
In 2007, LCD television sets surpassed sales of CRT-based television sets worldwide for the first time, and their sales figures relative to other technologies accelerated. LCD television sets have quickly displaced the only major competitors in the large-screen market, the Plasma display panel and rear-projection television. In mid 2010s LCDs especially LEDs became, by far, the most widely produced and sold television display type. LCDs also have disadvantages. Other technologies address these weaknesses, including OLEDs, FED and SED, but as of 2014 none of these have entered widespread production.
==== OLED ====
An OLED (organic light-emitting diode) is a light-emitting diode (LED) in which the emissive electroluminescent layer is a film of organic compound which emits light in response to an electric current. This layer of organic semiconductor is situated between two electrodes. Generally, at least one of these electrodes is transparent. OLEDs are used to create digital displays in devices such as television screens. It is also used for computer monitors, portable systems such as mobile phones, handheld game consoles and PDAs.
There are two main groups of OLED: those based on small molecules and those employing polymers. Adding mobile ions to an OLED creates a light-emitting electrochemical cell or LEC, which has a slightly different mode of operation. OLED displays can use either passive-matrix (PMOLED) or active-matrix (AMOLED) addressing schemes. Active-matrix OLEDs require a thin-film transistor backplane to switch each individual pixel on or off, but allow for higher resolution and larger display sizes.
An OLED display works without a backlight. Thus, it can display deep black levels and can be thinner and lighter than a liquid crystal display (LCD). In low ambient light conditions such as a dark room an OLED screen can achieve a higher contrast ratio than an LCD, whether the LCD uses cold cathode fluorescent lamps or LED backlight. OLEDs are expected to replace other forms of display in near future.
=== Display resolution ===
==== LD ====
Low-definition television or LDTV refers to television systems that have a lower screen resolution than standard-definition television systems such 240p (320*240). It is used in handheld television. The most common source of LDTV programming is the Internet, where mass distribution of higher-resolution video files could overwhelm computer servers and take too long to download. Many mobile phones and portable devices such as Apple's iPod Nano, or Sony's PlayStation Portable use LDTV video, as higher-resolution files would be excessive to the needs of their small screens (320×240 and 480×272 pixels respectively). The current generation of iPod Nanos have LDTV screens, as do the first three generations of iPod Touch and iPhone (480×320). For the first years of its existence, YouTube offered only one, low-definition resolution of 320x240p at 30fps or less. A standard, consumer grade videotape can be considered SDTV due to its resolution (approximately 360 × 480i/576i).
==== SD ====
Standard-definition television or SDTV refers to two different resolutions: 576i, with 576 interlaced lines of resolution, derived from the European-developed PAL and SECAM systems; and 480i based on the American National Television System Committee NTSC system. SDTV is a television system that uses a resolution that is not considered to be either high-definition television (720p, 1080i, 1080p, 1440p, 4K UHDTV, and 8K UHD) or enhanced-definition television (EDTV 480p). In North America, digital SDTV is broadcast in the same 4:3 aspect ratio as NTSC signals with widescreen content being center cut. However, in other parts of the world that used the PAL or SECAM color systems, standard-definition television is now usually shown with a 16:9 aspect ratio, with the transition occurring between the mid-1990s and mid-2000s. Older programs with a 4:3 aspect ratio are shown in the United States as 4:3 with non-ATSC countries preferring to reduce the horizontal resolution by anamorphically scaling a pillarboxed image.
==== HD ====
High-definition television (HDTV) provides a resolution that is substantially higher than that of standard-definition television.
HDTV may be transmitted in various formats:
1080p: 1920×1080p: 2,073,600 pixels (~2.07 megapixels) per frame
1080i: 1920×1080i: 1,036,800 pixels (~1.04 MP) per field or 2,073,600 pixels (~2.07 MP) per frame
A non-standard CEA resolution exists in some countries such as 1440×1080i: 777,600 pixels (~0.78 MP) per field or 1,555,200 pixels (~1.56 MP) per frame
720p: 1280×720p: 921,600 pixels (~0.92 MP) per frame
==== UHD ====
Ultra-high-definition television (also known as Super Hi-Vision, Ultra HD television, UltraHD, UHDTV, or UHD) includes 4K UHD (2160p) and 8K UHD (4320p), which are two digital video formats proposed by NHK Science & Technology Research Laboratories and defined and approved by the International Telecommunication Union (ITU). The Consumer Electronics Association announced on 17 October 2012, that "Ultra High Definition", or "Ultra HD", would be used for displays that have an aspect ratio of at least 16:9 and at least one digital input capable of carrying and presenting natural video at a minimum resolution of 3840×2160 pixels.
=== Market share ===
North American consumers purchase a new television set on average every seven years, and the average household owns 2.8 televisions. As of 2011, 48 million are sold each year at an average price of $460 and size of 38 in (97 cm).
== Content ==
=== Programming ===
Getting TV programming shown to the public can happen in many other ways. After production, the next step is to market and deliver the product to whichever markets are open to using it. This typically happens on two levels:
Original run or First run: a producer creates a program of one or multiple episodes and shows it on a station or network which has either paid for the production itself or to which a license has been granted by the television producers to do the same.
Broadcast syndication: this is the terminology rather broadly used to describe secondary programming usages (beyond original run). It includes secondary runs in the country of first issue, but also international usage which may not be managed by the originating producer. In many cases, other companies, television stations, or individuals are engaged to do the syndication work, in other words, to sell the product into the markets they are allowed to sell into by contract from the copyright holders, in most cases the producers.First-run programming is increasing on subscription services outside of the United States, but few domestically produced programs are syndicated on domestic free-to-air (FTA) elsewhere. This practice is increasing, however, generally on digital-only FTA channels or with subscriber-only, first-run material appearing on FTA. Unlike United States, repeat FTA screenings of an FTA network program usually only occur on that network. Also, affiliates rarely buy or produce non-network programming that is not focused on local programming.
=== Genres ===
Television genres include a broad range of programming types that entertain, inform, and educate viewers. The most expensive entertainment genres to produce are usually dramas and dramatic miniseries. However, other genres, such as historical Western genres, may also have high production costs.
Pop culture entertainment genres include action-oriented shows such as police, crime, detective dramas, horror, or thriller shows. As well, there are also other variants of the drama genre, such as medical dramas and daytime soap operas. Sci-fi series can fall into either the drama or action category, depending on whether they emphasize philosophical questions or high adventure. Comedy is a popular genre which includes situation comedy (sitcom) and animated series for the adult demographic such as Comedy Central's South Park.
The least expensive forms of entertainment programming genres are game shows, talk shows, variety shows, and reality television. Game shows feature contestants answering questions and solving puzzles to win prizes. Talk shows contain interviews with film, television, music and sports celebrities and public figures. Variety shows feature a range of musical performers and other entertainers, such as comedians and magicians, introduced by a host or Master of Ceremonies. There is some crossover between some talk shows and variety shows because leading talk shows often feature performances by bands, singers, comedians, and other performers in between the interview segments. Reality television series "regular" people (i.e., not actors) facing unusual challenges or experiences ranging from arrest by police officers (COPS) to significant weight loss (The Biggest Loser). A derived version of reality shows depicts celebrities doing mundane activities such as going about their everyday life (The Osbournes, Snoop Dogg's Father Hood) or doing regular jobs (The Simple Life).
Fictional television programs that some television scholars and broadcasting advocacy groups argue are "quality television", include series such as Twin Peaks and The Sopranos. Kristin Thompson argues that some of these television series exhibit traits also found in art films, such as psychological realism, narrative complexity, and ambiguous plotlines. Nonfiction television programs that some television scholars and broadcasting advocacy groups argue are "quality television", include a range of serious, noncommercial, programming aimed at a niche audience, such as documentaries and public affairs shows.
=== Funding ===
Around the world, broadcast television is financed by government, advertising, licensing (a form of tax), subscription, or any combination of these. To protect revenues, subscription television channels are usually encrypted to ensure that only subscribers receive the decryption codes to see the signal. Unencrypted channels are known as free to air or FTA. In 2009, the global TV market represented 1,217.2 million TV households with at least one TV and total revenues of 268.9 billion EUR (declining 1.2% compared to 2008). North America had the biggest TV revenue market share with 39% followed by Europe (31%), Asia-Pacific (21%), Latin America (8%), and Africa and the Middle East (2%). Globally, the different TV revenue sources divide into 45–50% TV advertising revenues, 40–45% subscription fees and 10% public funding.
==== Advertising ====
Television's broad reach makes it a powerful and attractive medium for advertisers. Many television networks and stations sell blocks of broadcast time to advertisers ("sponsors") to fund their programming. Television advertisements (variously called a television commercial, commercial or ad in American English, and known in British English as an advert) is a span of television programming produced and paid for by an organization, which conveys a message, typically to market a product or service. Advertising revenue provides a significant portion of the funding for most privately owned television networks. The vast majority of television advertisements today consist of brief advertising spots, ranging in length from a few seconds to several minutes (as well as program-length infomercials). Advertisements of this sort have been used to promote a wide variety of goods, services and ideas since the beginning of television.
The effects of television advertising upon the viewing public (and the effects of mass media in general) have been the subject of discourse by philosophers including Marshall McLuhan. The viewership of television programming, as measured by companies such as Nielsen Media Research, is often used as a metric for television advertisement placement, and consequently, for the rates charged to advertisers to air within a given network, television program, or time of day (called a "daypart"). In many countries, including the United States, television campaign advertisements are considered indispensable for a political campaign. In other countries, such as France, political advertising on television is heavily restricted, while some countries, such as Norway, completely ban political advertisements.
The first official, paid television advertisement was broadcast in the United States on 1 July 1941, over New York station WNBT (now WNBC) before a baseball game between the Brooklyn Dodgers and Philadelphia Phillies. The announcement for Bulova watches, for which the company paid anywhere from $4.00 to $9.00 (reports vary), displayed a WNBT test pattern modified to look like a clock with the hands showing the time. The Bulova logo, with the phrase "Bulova Watch Time", was shown in the lower right-hand quadrant of the test pattern while the second hand swept around the dial for one minute. The first TV ad broadcast in the U.K. was on ITV on 22 September 1955, advertising Gibbs SR toothpaste. The first TV ad broadcast in Asia was on Nippon Television in Tokyo on 28 August 1953, advertising Seikosha (now Seiko), which also displayed a clock with the current time.
==== United States ====
Since inception in the US in 1941, television commercials have become one of the most effective, persuasive, and popular methods of selling products of many sorts, especially consumer goods. During the 1940s and into the 1950s, programs were hosted by single advertisers. This, in turn, gave great creative control to the advertisers over the content of the show. Perhaps due to the quiz show scandals in the 1950s, networks shifted to the magazine concept, introducing advertising breaks with other advertisers.
U.S. advertising rates are determined primarily by Nielsen ratings. The time of the day and popularity of the channel determine how much a TV commercial can cost. For example, it can cost approximately $750,000 for a 30-second block of commercial time during the highly popular singing competition American Idol, while the same amount of time for the Super Bowl can cost several million dollars. Conversely, lesser-viewed time slots, such as early mornings and weekday afternoons, are often sold in bulk to producers of infomercials at far lower rates. In recent years, the paid program or infomercial has become common, usually in lengths of 30 minutes or one hour. Some drug companies and other businesses have even created "news" items for broadcast, known in the industry as video news releases, paying program directors to use them.Some television programs also deliberately place products into their shows as advertisements, a practice started in feature films and known as product placement. For example, a character could be drinking a certain kind of soda, going to a particular chain restaurant, or driving a certain make of car. (This is sometimes very subtle, with shows having vehicles provided by manufacturers for low cost in exchange as a product placement). Sometimes, a specific brand or trade mark, or music from a certain artist or group, is used. (This excludes guest appearances by artists who perform on the show.)
==== United Kingdom ====
The TV regulator oversees TV advertising in the United Kingdom. Its restrictions have applied since the early days of commercially funded TV. Despite this, an early TV mogul, Roy Thomson, likened the broadcasting licence as being a "licence to print money". Restrictions mean that the big three national commercial TV channels: ITV, Channel 4, and Channel 5 can show an average of only seven minutes of advertising per hour (eight minutes in the peak period). Other broadcasters must average no more than nine minutes (twelve in the peak). This means that many imported TV shows from the U.S. have unnatural pauses where the British company does not use the narrative breaks intended for more frequent U.S. advertising. Advertisements must not be inserted in the course of certain specific proscribed types of programs which last less than half an hour in scheduled duration; this list includes any news or current affairs programs, documentaries, and programs for children; additionally, advertisements may not be carried in a program designed and broadcast for reception in schools or in any religious broadcasting service or other devotional program or during a formal Royal ceremony or occasion. There also must be clear demarcations in time between the programs and the advertisements. The BBC, being strictly non-commercial, is not allowed to show advertisements on television in the U.K., although it has many advertising-funded channels abroad. The majority of its budget comes from television license fees (see below) and broadcast syndication, the sale of content to other broadcasters.
==== Ireland ====
Broadcast advertising is regulated by the Broadcasting Authority of Ireland.
==== Subscription ====
Some TV channels are partly funded from subscriptions; therefore, the signals are encrypted during broadcast to ensure that only the paying subscribers have access to the decryption codes to watch pay television or specialty channels. Most subscription services are also funded by advertising.
==== Taxation or license ====
Television services in some countries may be funded by a television licence or a form of taxation, which means that advertising plays a lesser role or no role at all. For example, some channels may carry no advertising at all and some very little, including:
Australia (ABC Television)
Belgium (VRT for Flanders and RTBF for Wallonia)
Denmark (DR)
Ireland (RTÉ)
Japan (NHK)
Norway (NRK)
Sweden (SVT)
Switzerland (SRG SSR)
Republic of China (Taiwan) (PTS)
United Kingdom (BBC Television)
United States (PBS)The British Broadcasting Corporation's TV service carries no television advertising on its UK channels and is funded by an annual television licence paid by the occupiers of premises receiving live telecasts. As of 2012 it was estimated that approximately 26.8 million UK private domestic households owned televisions, with approximately 25 million TV licences in all premises in force as of 2010. This television license fee is set by the government, but the BBC is not answerable to or controlled by the government. As of 2009 two main BBC TV channels were watched by almost 90% of the population each week and overall had 27% share of total viewing, despite the fact that 85% of homes were multi-channel, with 42% of these having access to 200 free-to-air channels via satellite and another 43% having access to 30 or more channels via Freeview. As of June 2021 the licence that funds the advertising-free BBC TV channels cost £159 for a colour TV Licence and £53.50 for a black and white TV Licence (free or reduced for some groups).The Australian Broadcasting Corporation's television services in Australia carry no advertising by external sources; it is banned under the Australian Broadcasting Corporation Act 1983, which also ensures its the editorial independence. The ABC receives most of its funding from the Australian Government (some revenue is received from its Commercial division), but it has suffered progressive funding cuts under Liberal governments since the 1996 Howard government, with particularly deep cuts in 2014 under the Turnbull government, and an ongoing indexation freeze as of 2021. The funds provide for the ABC's television, radio, online, and international outputs, although ABC Australia, which broadcasts throughout the Asia-Pacific region, receives additional funds through DFAT and some advertising on the channel.In France, government-funded channels carry advertisements, yet those who own television sets have to pay an annual tax ("la redevance audiovisuelle").In Japan, NHK is paid for by license fees (known in Japanese as reception fee (受信料, Jushinryō)). The broadcast law that governs NHK's funding stipulates that any television equipped to receive NHK is required to pay. The fee is standardized, with discounts for office workers and students who commute, as well a general discount for residents of Okinawa prefecture.
=== Broadcast programming ===
Broadcast programming, or TV listings in the United Kingdom, is the practice of organizing television programs in a schedule, with broadcast automation used to regularly change the scheduling of TV programs to build an audience for a new show, retain that audience, or compete with other broadcasters' programs.
== Social aspects ==
Television has played a pivotal role in the socialization of the 20th and 21st centuries. There are many aspects of television that can be addressed, including negative issues such as media violence. Current research is discovering that individuals suffering from social isolation can employ television to create what is termed a parasocial or faux relationship with characters from their favorite television shows and movies as a way of deflecting feelings of loneliness and social deprivation. Several studies have found that educational television has many advantages. The article "The Good Things about Television" argues that television can be a very powerful and effective learning tool for children if used wisely. With respect to faith, many Christian denominations use television for religious broadcasting.
=== Religious opposition ===
Methodist denominations in the conservative holiness movement, such as the Allegheny Wesleyan Methodist Connection and the Evangelical Wesleyan Church, eschew the use of the television. Some Baptists, such as those affiliated with Pensacola Christian College, also eschew television. Many Traditional Catholic congregations such as the Society of Saint Pius X (SSPX), as with Laestadian Lutherans, and Conservative Anabaptists such as the Dunkard Brethren Church, oppose the presence of television in the household, teaching that it is an occasion of sin.
== Negative impacts ==
Children, especially those aged 5 or younger, are at risk of injury from falling televisions. A CRT-style television that falls on a child will, because of its weight, hit with the equivalent force of falling multiple stories from a building. Newer flat-screen televisions are "top-heavy and have narrow bases", which means that a small child can easily pull one over. As of 2015, TV tip-overs were responsible for more than 10,000 injuries per year to children in the U.S., at a cost of more than $8 million per year in emergency care.A 2017 study in The Journal of Human Resources, found that exposure to cable television reduced cognitive ability and high school graduation rates for boys. This effect was stronger for boys from more educated families. The article suggests a mechanism where light television entertainment crowds out more cognitively stimulating activities.With high lead content in CRTs and the rapid diffusion of new flat-panel display technologies, some of which (LCDs) use lamps which contain mercury, there is growing concern about electronic waste from discarded televisions. Related occupational health concerns exist, as well, for disassemblers removing copper wiring and other materials from CRTs. Further environmental concerns related to television design and use relate to the devices' increasing electrical energy requirements.
== See also ==
== References ==
== Further reading ==
Abramson, Albert (2003). The History of Television, 1942 to 2000. Jefferson, NC / London: McFarland. ISBN 978-0-7864-1220-4.
Pierre Bourdieu, On Television, The New Press, 2001.
Tim Brooks and Earle March, The Complete Guide to Prime Time Network and Cable TV Shows, 8th ed., Ballantine, 2002.
Jacques Derrida and Bernard Stiegler, Echographies of Television, Polity Press, 2002.
David E. Fisher and Marshall J. Fisher, Tube: the Invention of Television, Counterpoint, Washington, D.C., 1996, ISBN 1-887178-17-1.
Steven Johnson, Everything Bad is Good for You: How Today's Popular Culture Is Actually Making Us Smarter, New York, Riverhead (Penguin), 2005, 2006, ISBN 1-59448-194-6.
Leggett, Julian (April 1941). "Television in Color". Popular Mechanics. Chicago. Retrieved 7 December 2014.
Jerry Mander, Four Arguments for the Elimination of Television, Perennial, 1978.
Jerry Mander, In the Absence of the Sacred, Sierra Club Books, 1992, ISBN 0-87156-509-9.
Neil Postman, Amusing Ourselves to Death: Public Discourse in the Age of Show Business, New York, Penguin US, 1985, ISBN 0-670-80454-1.
Evan I. Schwartz, The Last Lone Inventor: A Tale of Genius, Deceit, and the Birth of Television, New York, Harper Paperbacks, 2003, ISBN 0-06-093559-6.
Beretta E. Smith-Shomade, Shaded Lives: African-American Women and Television, Rutgers University Press, 2002.
Alan Taylor, We, the Media: Pedagogic Intrusions into US Mainstream Film and Television News Broadcasting Rhetoric, Peter Lang, 2005, ISBN 3-631-51852-8.
Amanda D. Lotz, The Television Will Be Revolutionized, New York University Press, ISBN 978-0-8147-5220-3
== External links ==
Television at Curlie
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Physics
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Physics is the natural science of matter, involving the study of matter, its fundamental constituents, its motion and behavior through space and time, and the related entities of energy and force. Physics is one of the most fundamental scientific disciplines, with its main goal being to understand how the universe behaves. A scientist who specializes in the field of physics is called a physicist.
Physics is one of the oldest academic disciplines and, through its inclusion of astronomy, perhaps the oldest. Over much of the past two millennia, physics, chemistry, biology, and certain branches of mathematics were a part of natural philosophy, but during the Scientific Revolution in the 17th century these natural sciences emerged as unique research endeavors in their own right. Physics intersects with many interdisciplinary areas of research, such as biophysics and quantum chemistry, and the boundaries of physics are not rigidly defined. New ideas in physics often explain the fundamental mechanisms studied by other sciences and suggest new avenues of research in these and other academic disciplines such as mathematics and philosophy.
Advances in physics often enable new technologies. For example, advances in the understanding of electromagnetism, solid-state physics, and nuclear physics led directly to the development of new products that have dramatically transformed modern-day society, such as television, computers, domestic appliances, and nuclear weapons; advances in thermodynamics led to the development of industrialization; and advances in mechanics inspired the development of calculus.
== History ==
The word "physics" comes from the Latin physica ("study of nature"), which itself is a borrowing of the Greek φυσική (phusikḗ "natural science"), a term derived from φύσις (phúsis "origin, nature, property").
=== Ancient astronomy ===
Astronomy is one of the oldest natural sciences. Early civilizations dating back before 3000 BCE, such as the Sumerians, ancient Egyptians, and the Indus Valley Civilisation, had a predictive knowledge and a basic awareness of the motions of the Sun, Moon, and stars. The stars and planets, believed to represent gods, were often worshipped. While the explanations for the observed positions of the stars were often unscientific and lacking in evidence, these early observations laid the foundation for later astronomy, as the stars were found to traverse great circles across the sky, which could not explain the positions of the planets.
According to Asger Aaboe, the origins of Western astronomy can be found in Mesopotamia, and all Western efforts in the exact sciences are descended from late Babylonian astronomy. Egyptian astronomers left monuments showing knowledge of the constellations and the motions of the celestial bodies, while Greek poet Homer wrote of various celestial objects in his Iliad and Odyssey; later Greek astronomers provided names, which are still used today, for most constellations visible from the Northern Hemisphere.
=== Natural philosophy ===
Natural philosophy has its origins in Greece during the Archaic period (650 BCE – 480 BCE), when pre-Socratic philosophers like Thales rejected non-naturalistic explanations for natural phenomena and proclaimed that every event had a natural cause. They proposed ideas verified by reason and observation, and many of their hypotheses proved successful in experiment; for example, atomism was found to be correct approximately 2000 years after it was proposed by Leucippus and his pupil Democritus.
=== Medieval European and Islamic ===
The Western Roman Empire fell in the fifth century, and this resulted in a decline in intellectual pursuits in the western part of Europe. By contrast, the Eastern Roman Empire (also known as the Byzantine Empire) resisted the attacks from the barbarians, and continued to advance various fields of learning, including physics.In the sixth century, Isidore of Miletus created an important compilation of Archimedes' works that are copied in the Archimedes Palimpsest.
In sixth-century Europe John Philoponus, a Byzantine scholar, questioned Aristotle's teaching of physics and noted its flaws. He introduced the theory of impetus. Aristotle's physics was not scrutinized until Philoponus appeared; unlike Aristotle, who based his physics on verbal argument, Philoponus relied on observation. On Aristotle's physics Philoponus wrote:But this is completely erroneous, and our view may be corroborated by actual observation more effectively than by any sort of verbal argument. For if you let fall from the same height two weights of which one is many times as heavy as the other, you will see that the ratio of the times required for the motion does not depend on the ratio of the weights, but that the difference in time is a very small one. And so, if the difference in the weights is not considerable, that is, of one is, let us say, double the other, there will be no difference, or else an imperceptible difference, in time, though the difference in weight is by no means negligible, with one body weighing twice as much as the otherPhiloponus' criticism of Aristotelian principles of physics served as an inspiration for Galileo Galilei ten centuries later, during the Scientific Revolution. Galileo cited Philoponus substantially in his works when arguing that Aristotelian physics was flawed. In the 1300s Jean Buridan, a teacher in the faculty of arts at the University of Paris, developed the concept of impetus. It was a step toward the modern ideas of inertia and momentum.Islamic scholarship inherited Aristotelian physics from the Greeks and during the Islamic Golden Age developed it further, especially placing emphasis on observation and a priori reasoning, developing early forms of the scientific method.
Although Aristotle's principles of physics was criticized, it is important to identify the evidence he based his views off of. When thinking of the history of science and math, it is notable to acknowledge the contributions made by older scientists. Aristotle's science was the backbone of the science we learn in schools today. Aristotle published many biological works including The Parts of Animals, in which he discusses both biological science and natural science as well. It is also integral to mention the role Aristotle had in the progression of physics and metaphysics and how his beliefs and findings are still being taught in science classes to this day. The explanations that Aristotle gives for his findings are also very simple. When thinking of the elements, Aristotle believed that each element (earth, fire, water, air) had its own natural place Archived 6 January 2023 at the Wayback Machine. Meaning that because of the density of these elements, they will revert back to their own specific place in the atmosphere. So, because of their weights, fire would be at the very top, air right underneath fire, then water, then lastly earth. He also stated that when a small amount of one element enters the natural place of another, the less abundant element will automatically go into its own natural place. For example, if there is a fire on the ground, if you pay attention, the flames go straight up into the air as an attempt to go back into its natural place where it belongs. Aristotle called his metaphysics "first philosophy" and characterized it as the study of "being as being". Aristotle defined the paradigm of motion as a being or entity encompassing different areas in the same body. Meaning that if a person is at a certain location (A) they can move to a new location (B) and still take up the same amount of space. This is involved with Aristotle's belief that motion is a continuum. In terms of matter, Aristotle believed that the change in category (ex. place) and quality (ex. color) of an object is defined as "alteration". But, a change in substance is a change in matter. This is also very close to our idea of matter today.
He also devised his own laws of motion that include 1) heavier objects will fall faster, the speed being proportional to the weight and 2) the speed of the object that is falling depends inversely on the density object it is falling through (ex. density of air). He also stated that, when it comes to violent motion (motion of an object when a force is applied to it by a second object) that the speed that object moves, will only be as fast or strong as the measure of force applied to it. This is also seen in the rules of velocity and force that is taught in physics classes today. These rules are not necessarily what we see in our physics today but, they are very similar. It is evident that these rules were the backbone for other scientists to come revise and edit his beliefs.The most notable innovations were in the field of optics and vision, which came from the works of many scientists like Ibn Sahl, Al-Kindi, Ibn al-Haytham, Al-Farisi and Avicenna. The most notable work was The Book of Optics (also known as Kitāb al-Manāẓir), written by Ibn al-Haytham, in which he presented the alternative to the ancient Greek idea about vision. In his Treatise on Light as well as in his Kitāb al-Manāẓir, he presented a study of the phenomenon of the camera obscura (his thousand-year-old version of the pinhole camera) and delved further into the way the eye itself works.Using the knowledge of previous scholars, he was able to begin to explain how light enters the eye. He asserted that the light ray is focused, but the actual explanation of how light projected to the back of the eye had to wait until 1604. His Treatise on Light explained the camera obscura, hundreds of years before the modern development of photography.The seven-volume Book of Optics (Kitab al-Manathir) hugely influenced thinking across disciplines from the theory of visual perception to the nature of perspective in medieval art, in both the East and the West, for more than 600 years. Many later European scholars and fellow polymaths, from Robert Grosseteste and Leonardo da Vinci to Johannes Kepler.
The translation of The Book of Optics had a huge impact on Europe. From it, later European scholars were able to build devices that replicated those Ibn al-Haytham had built and understand the way vision works.
=== Classical ===
Physics became a separate science when early modern Europeans used experimental and quantitative methods to discover what are now considered to be the laws of physics.Major developments in this period include the replacement of the geocentric model of the Solar System with the heliocentric Copernican model, the laws governing the motion of planetary bodies (determined by Kepler between 1609 and 1619), Galileo's pioneering work on telescopes and observational astronomy in the 16th and 17th Centuries, and Isaac Newton's discovery and unification of the laws of motion and universal gravitation (that would come to bear his name). Newton also developed calculus, the mathematical study of continuous change, which provided new mathematical methods for solving physical problems.The discovery of new laws in thermodynamics, chemistry, and electromagnetics resulted from research efforts during the Industrial Revolution as energy needs increased. The laws comprising classical physics remain very widely used for objects on everyday scales travelling at non-relativistic speeds, since they provide a very close approximation in such situations, and theories such as quantum mechanics and the theory of relativity simplify to their classical equivalents at such scales. Inaccuracies in classical mechanics for very small objects and very high velocities led to the development of modern physics in the 20th century.
=== Modern ===
Modern physics began in the early 20th century with the work of Max Planck in quantum theory and Albert Einstein's theory of relativity. Both of these theories came about due to inaccuracies in classical mechanics in certain situations. Classical mechanics predicted that the speed of light depends on the motion of the observer, which could not be resolved with the constant speed predicted by Maxwell's equations of electromagnetism. This discrepancy was corrected by Einstein's theory of special relativity, which replaced classical mechanics for fast-moving bodies and allowed for a constant speed of light. Black-body radiation provided another problem for classical physics, which was corrected when Planck proposed that the excitation of material oscillators is possible only in discrete steps proportional to their frequency. This, along with the photoelectric effect and a complete theory predicting discrete energy levels of electron orbitals, led to the theory of quantum mechanics improving on classical physics at very small scales.Quantum mechanics would come to be pioneered by Werner Heisenberg, Erwin Schrödinger and Paul Dirac. From this early work, and work in related fields, the Standard Model of particle physics was derived. Following the discovery of a particle with properties consistent with the Higgs boson at CERN in 2012, all fundamental particles predicted by the standard model, and no others, appear to exist; however, physics beyond the Standard Model, with theories such as supersymmetry, is an active area of research. Areas of mathematics in general are important to this field, such as the study of probabilities and groups.
== Philosophy ==
In many ways, physics stems from ancient Greek philosophy. From Thales' first attempt to characterize matter, to Democritus' deduction that matter ought to reduce to an invariant state the Ptolemaic astronomy of a crystalline firmament, and Aristotle's book Physics (an early book on physics, which attempted to analyze and define motion from a philosophical point of view), various Greek philosophers advanced their own theories of nature. Physics was known as natural philosophy until the late 18th century.By the 19th century, physics was realized as a discipline distinct from philosophy and the other sciences. Physics, as with the rest of science, relies on philosophy of science and its "scientific method" to advance our knowledge of the physical world. The scientific method employs a priori reasoning as well as a posteriori reasoning and the use of Bayesian inference to measure the validity of a given theory.The development of physics has answered many questions of early philosophers but has also raised new questions. Study of the philosophical issues surrounding physics, the philosophy of physics, involves issues such as the nature of space and time, determinism, and metaphysical outlooks such as empiricism, naturalism and realism.Many physicists have written about the philosophical implications of their work, for instance Laplace, who championed causal determinism, and Erwin Schrödinger, who wrote on quantum mechanics. The mathematical physicist Roger Penrose has been called a Platonist by Stephen Hawking, a view Penrose discusses in his book, The Road to Reality. Hawking referred to himself as an "unashamed reductionist" and took issue with Penrose's views.
== Core theories ==
Physics deals with a wide variety of systems, although certain theories are used by all physicists. Each of these theories was experimentally tested numerous times and found to be an adequate approximation of nature. For instance, the theory of classical mechanics accurately describes the motion of objects, provided they are much larger than atoms and moving at a speed much less than the speed of light. These theories continue to be areas of active research today. Chaos theory, a remarkable aspect of classical mechanics, was discovered in the 20th century, three centuries after the original formulation of classical mechanics by Newton (1642–1727).
These central theories are important tools for research into more specialized topics, and any physicist, regardless of their specialization, is expected to be literate in them. These include classical mechanics, quantum mechanics, thermodynamics and statistical mechanics, electromagnetism, and special relativity.
=== Classical ===
Classical physics includes the traditional branches and topics that were recognized and well-developed before the beginning of the 20th century—classical mechanics, acoustics, optics, thermodynamics, and electromagnetism. Classical mechanics is concerned with bodies acted on by forces and bodies in motion and may be divided into statics (study of the forces on a body or bodies not subject to an acceleration), kinematics (study of motion without regard to its causes), and dynamics (study of motion and the forces that affect it); mechanics may also be divided into solid mechanics and fluid mechanics (known together as continuum mechanics), the latter include such branches as hydrostatics, hydrodynamics, aerodynamics, and pneumatics. Acoustics is the study of how sound is produced, controlled, transmitted and received. Important modern branches of acoustics include ultrasonics, the study of sound waves of very high frequency beyond the range of human hearing; bioacoustics, the physics of animal calls and hearing, and electroacoustics, the manipulation of audible sound waves using electronics.Optics, the study of light, is concerned not only with visible light but also with infrared and ultraviolet radiation, which exhibit all of the phenomena of visible light except visibility, e.g., reflection, refraction, interference, diffraction, dispersion, and polarization of light. Heat is a form of energy, the internal energy possessed by the particles of which a substance is composed; thermodynamics deals with the relationships between heat and other forms of energy. Electricity and magnetism have been studied as a single branch of physics since the intimate connection between them was discovered in the early 19th century; an electric current gives rise to a magnetic field, and a changing magnetic field induces an electric current. Electrostatics deals with electric charges at rest, electrodynamics with moving charges, and magnetostatics with magnetic poles at rest.
=== Modern ===
Classical physics is generally concerned with matter and energy on the normal scale of observation, while much of modern physics is concerned with the behavior of matter and energy under extreme conditions or on a very large or very small scale. For example, atomic and nuclear physics study matter on the smallest scale at which chemical elements can be identified. The physics of elementary particles is on an even smaller scale since it is concerned with the most basic units of matter; this branch of physics is also known as high-energy physics because of the extremely high energies necessary to produce many types of particles in particle accelerators. On this scale, ordinary, commonsensical notions of space, time, matter, and energy are no longer valid.The two chief theories of modern physics present a different picture of the concepts of space, time, and matter from that presented by classical physics. Classical mechanics approximates nature as continuous, while quantum theory is concerned with the discrete nature of many phenomena at the atomic and subatomic level and with the complementary aspects of particles and waves in the description of such phenomena. The theory of relativity is concerned with the description of phenomena that take place in a frame of reference that is in motion with respect to an observer; the special theory of relativity is concerned with motion in the absence of gravitational fields and the general theory of relativity with motion and its connection with gravitation. Both quantum theory and the theory of relativity find applications in many areas of modern physics.
==== Fundamental concepts in modern physics ====
Causality
Covariance
Action
Physical field
Symmetry
Physical interaction
Statistical ensemble
Quantum
Wave
Particle
=== Difference ===
While physics itself aims to discover universal laws, its theories lie in explicit domains of applicability.
Loosely speaking, the laws of classical physics accurately describe systems whose important length scales are greater than the atomic scale and whose motions are much slower than the speed of light. Outside of this domain, observations do not match predictions provided by classical mechanics. Einstein contributed the framework of special relativity, which replaced notions of absolute time and space with spacetime and allowed an accurate description of systems whose components have speeds approaching the speed of light. Planck, Schrödinger, and others introduced quantum mechanics, a probabilistic notion of particles and interactions that allowed an accurate description of atomic and subatomic scales. Later, quantum field theory unified quantum mechanics and special relativity. General relativity allowed for a dynamical, curved spacetime, with which highly massive systems and the large-scale structure of the universe can be well-described. General relativity has not yet been unified with the other fundamental descriptions; several candidate theories of quantum gravity are being developed.
== Relation to other fields ==
=== Prerequisites ===
Mathematics provides a compact and exact language used to describe the order in nature. This was noted and advocated by Pythagoras, Plato, Galileo, and Newton. Some theorists, like Hilary Putnam and Penelope Maddy, hold that logical truths, and therefore mathematical reasoning, depend on the empirical world. This is usually combined with the claim that the laws of logic express universal regularities found in the structural features of the world, which may explain the peculiar relation between these fields.
Physics uses mathematics to organise and formulate experimental results. From those results, precise or estimated solutions are obtained, or quantitative results, from which new predictions can be made and experimentally confirmed or negated. The results from physics experiments are numerical data, with their units of measure and estimates of the errors in the measurements. Technologies based on mathematics, like computation have made computational physics an active area of research.
Ontology is a prerequisite for physics, but not for mathematics. It means physics is ultimately concerned with descriptions of the real world, while mathematics is concerned with abstract patterns, even beyond the real world. Thus physics statements are synthetic, while mathematical statements are analytic. Mathematics contains hypotheses, while physics contains theories. Mathematics statements have to be only logically true, while predictions of physics statements must match observed and experimental data.
The distinction is clear-cut, but not always obvious. For example, mathematical physics is the application of mathematics in physics. Its methods are mathematical, but its subject is physical. The problems in this field start with a "mathematical model of a physical situation" (system) and a "mathematical description of a physical law" that will be applied to that system. Every mathematical statement used for solving has a hard-to-find physical meaning. The final mathematical solution has an easier-to-find meaning, because it is what the solver is looking for.Pure physics is a branch of fundamental science (also called basic science). Physics is also called "the fundamental science" because all branches of natural science like chemistry, astronomy, geology, and biology are constrained by laws of physics. Similarly, chemistry is often called the central science because of its role in linking the physical sciences. For example, chemistry studies properties, structures, and reactions of matter (chemistry's focus on the molecular and atomic scale distinguishes it from physics). Structures are formed because particles exert electrical forces on each other, properties include physical characteristics of given substances, and reactions are bound by laws of physics, like conservation of energy, mass, and charge. Physics is applied in industries like engineering and medicine.
=== Application and influence ===
Applied physics is a general term for physics research, which is intended for a particular use. An applied physics curriculum usually contains a few classes in an applied discipline, like geology or electrical engineering. It usually differs from engineering in that an applied physicist may not be designing something in particular, but rather is using physics or conducting physics research with the aim of developing new technologies or solving a problem.
The approach is similar to that of applied mathematics. Applied physicists use physics in scientific research. For instance, people working on accelerator physics might seek to build better particle detectors for research in theoretical physics.
Physics is used heavily in engineering. For example, statics, a subfield of mechanics, is used in the building of bridges and other static structures. The understanding and use of acoustics results in sound control and better concert halls; similarly, the use of optics creates better optical devices. An understanding of physics makes for more realistic flight simulators, video games, and movies, and is often critical in forensic investigations.
With the standard consensus that the laws of physics are universal and do not change with time, physics can be used to study things that would ordinarily be mired in uncertainty. For example, in the study of the origin of the earth, one can reasonably model earth's mass, temperature, and rate of rotation, as a function of time allowing one to extrapolate forward or backward in time and so predict future or prior events. It also allows for simulations in engineering that drastically speed up the development of a new technology.
But there is also considerable interdisciplinarity, so many other important fields are influenced by physics (e.g., the fields of econophysics and sociophysics).
== Research ==
=== Scientific method ===
Physicists use the scientific method to test the validity of a physical theory. By using a methodical approach to compare the implications of a theory with the conclusions drawn from its related experiments and observations, physicists are better able to test the validity of a theory in a logical, unbiased, and repeatable way. To that end, experiments are performed and observations are made in order to determine the validity or invalidity of the theory.A scientific law is a concise verbal or mathematical statement of a relation that expresses a fundamental principle of some theory, such as Newton's law of universal gravitation.
=== Theory and experiment ===
Theorists seek to develop mathematical models that both agree with existing experiments and successfully predict future experimental results, while experimentalists devise and perform experiments to test theoretical predictions and explore new phenomena. Although theory and experiment are developed separately, they strongly affect and depend upon each other. Progress in physics frequently comes about when experimental results defy explanation by existing theories, prompting intense focus on applicable modelling, and when new theories generate experimentally testable predictions, which inspire the development of new experiments (and often related equipment).Physicists who work at the interplay of theory and experiment are called phenomenologists, who study complex phenomena observed in experiment and work to relate them to a fundamental theory.Theoretical physics has historically taken inspiration from philosophy; electromagnetism was unified this way. Beyond the known universe, the field of theoretical physics also deals with hypothetical issues, such as parallel universes, a multiverse, and higher dimensions. Theorists invoke these ideas in hopes of solving particular problems with existing theories; they then explore the consequences of these ideas and work toward making testable predictions.
Experimental physics expands, and is expanded by, engineering and technology. Experimental physicists who are involved in basic research design and perform experiments with equipment such as particle accelerators and lasers, whereas those involved in applied research often work in industry, developing technologies such as magnetic resonance imaging (MRI) and transistors. Feynman has noted that experimentalists may seek areas that have not been explored well by theorists.
=== Scope and aims ===
Physics covers a wide range of phenomena, from elementary particles (such as quarks, neutrinos, and electrons) to the largest superclusters of galaxies. Included in these phenomena are the most basic objects composing all other things. Therefore, physics is sometimes called the "fundamental science". Physics aims to describe the various phenomena that occur in nature in terms of simpler phenomena. Thus, physics aims to both connect the things observable to humans to root causes, and then connect these causes together.
For example, the ancient Chinese observed that certain rocks (lodestone and magnetite) were attracted to one another by an invisible force. This effect was later called magnetism, which was first rigorously studied in the 17th century. But even before the Chinese discovered magnetism, the ancient Greeks knew of other objects such as amber, that when rubbed with fur would cause a similar invisible attraction between the two. This was also first studied rigorously in the 17th century and came to be called electricity. Thus, physics had come to understand two observations of nature in terms of some root cause (electricity and magnetism). However, further work in the 19th century revealed that these two forces were just two different aspects of one force—electromagnetism. This process of "unifying" forces continues today, and electromagnetism and the weak nuclear force are now considered to be two aspects of the electroweak interaction. Physics hopes to find an ultimate reason (theory of everything) for why nature is as it is (see section Current research below for more information).
=== Research fields ===
Contemporary research in physics can be broadly divided into nuclear and particle physics; condensed matter physics; atomic, molecular, and optical physics; astrophysics; and applied physics. Some physics departments also support physics education research and physics outreach.Since the 20th century, the individual fields of physics have become increasingly specialised, and today most physicists work in a single field for their entire careers. "Universalists" such as Einstein (1879–1955) and Lev Landau (1908–1968), who worked in multiple fields of physics, are now very rare.The major fields of physics, along with their subfields and the theories and concepts they employ, are shown in the following table.
==== Nuclear and particle ====
Particle physics is the study of the elementary constituents of matter and energy and the interactions between them. In addition, particle physicists design and develop the high-energy accelerators, detectors, and computer programs necessary for this research. The field is also called "high-energy physics" because many elementary particles do not occur naturally but are created only during high-energy collisions of other particles.Currently, the interactions of elementary particles and fields are described by the Standard Model. The model accounts for the 12 known particles of matter (quarks and leptons) that interact via the strong, weak, and electromagnetic fundamental forces. Dynamics are described in terms of matter particles exchanging gauge bosons (gluons, W and Z bosons, and photons, respectively). The Standard Model also predicts a particle known as the Higgs boson. In July 2012 CERN, the European laboratory for particle physics, announced the detection of a particle consistent with the Higgs boson, an integral part of the Higgs mechanism.
Nuclear physics is the field of physics that studies the constituents and interactions of atomic nuclei. The most commonly known applications of nuclear physics are nuclear power generation and nuclear weapons technology, but the research has provided application in many fields, including those in nuclear medicine and magnetic resonance imaging, ion implantation in materials engineering, and radiocarbon dating in geology and archaeology.
==== Atomic, molecular, and optical ====
Atomic, molecular, and optical physics (AMO) is the study of matter—matter and light—matter interactions on the scale of single atoms and molecules. The three areas are grouped together because of their interrelationships, the similarity of methods used, and the commonality of their relevant energy scales. All three areas include both classical, semi-classical and quantum treatments; they can treat their subject from a microscopic view (in contrast to a macroscopic view).
Atomic physics studies the electron shells of atoms. Current research focuses on activities in quantum control, cooling and trapping of atoms and ions, low-temperature collision dynamics and the effects of electron correlation on structure and dynamics. Atomic physics is influenced by the nucleus (see hyperfine splitting), but intra-nuclear phenomena such as fission and fusion are considered part of nuclear physics.
Molecular physics focuses on multi-atomic structures and their internal and external interactions with matter and light. Optical physics is distinct from optics in that it tends to focus not on the control of classical light fields by macroscopic objects but on the fundamental properties of optical fields and their interactions with matter in the microscopic realm.
==== Condensed matter ====
Condensed matter physics is the field of physics that deals with the macroscopic physical properties of matter. In particular, it is concerned with the "condensed" phases that appear whenever the number of particles in a system is extremely large and the interactions between them are strong.The most familiar examples of condensed phases are solids and liquids, which arise from the bonding by way of the electromagnetic force between atoms. More exotic condensed phases include the superfluid and the Bose–Einstein condensate found in certain atomic systems at very low temperature, the superconducting phase exhibited by conduction electrons in certain materials, and the ferromagnetic and antiferromagnetic phases of spins on atomic lattices.Condensed matter physics is the largest field of contemporary physics. Historically, condensed matter physics grew out of solid-state physics, which is now considered one of its main subfields. The term condensed matter physics was apparently coined by Philip Anderson when he renamed his research group—previously solid-state theory—in 1967. In 1978, the Division of Solid State Physics of the American Physical Society was renamed as the Division of Condensed Matter Physics. Condensed matter physics has a large overlap with chemistry, materials science, nanotechnology and engineering.
==== Astrophysics ====
Astrophysics and astronomy are the application of the theories and methods of physics to the study of stellar structure, stellar evolution, the origin of the Solar System, and related problems of cosmology. Because astrophysics is a broad subject, astrophysicists typically apply many disciplines of physics, including mechanics, electromagnetism, statistical mechanics, thermodynamics, quantum mechanics, relativity, nuclear and particle physics, and atomic and molecular physics.The discovery by Karl Jansky in 1931 that radio signals were emitted by celestial bodies initiated the science of radio astronomy. Most recently, the frontiers of astronomy have been expanded by space exploration. Perturbations and interference from the earth's atmosphere make space-based observations necessary for infrared, ultraviolet, gamma-ray, and X-ray astronomy.
Physical cosmology is the study of the formation and evolution of the universe on its largest scales. Albert Einstein's theory of relativity plays a central role in all modern cosmological theories. In the early 20th century, Hubble's discovery that the universe is expanding, as shown by the Hubble diagram, prompted rival explanations known as the steady state universe and the Big Bang.
The Big Bang was confirmed by the success of Big Bang nucleosynthesis and the discovery of the cosmic microwave background in 1964. The Big Bang model rests on two theoretical pillars: Albert Einstein's general relativity and the cosmological principle. Cosmologists have recently established the ΛCDM model of the evolution of the universe, which includes cosmic inflation, dark energy, and dark matter.
Numerous possibilities and discoveries are anticipated to emerge from new data from the Fermi Gamma-ray Space Telescope over the upcoming decade and vastly revise or clarify existing models of the universe. In particular, the potential for a tremendous discovery surrounding dark matter is possible over the next several years. Fermi will search for evidence that dark matter is composed of weakly interacting massive particles, complementing similar experiments with the Large Hadron Collider and other underground detectors.
IBEX is already yielding new astrophysical discoveries: "No one knows what is creating the ENA (energetic neutral atoms) ribbon" along the termination shock of the solar wind, "but everyone agrees that it means the textbook picture of the heliosphere—in which the Solar System's enveloping pocket filled with the solar wind's charged particles is plowing through the onrushing 'galactic wind' of the interstellar medium in the shape of a comet—is wrong."
=== Current research ===
Research in physics is continually progressing on a large number of fronts.
In condensed matter physics, an important unsolved theoretical problem is that of high-temperature superconductivity. Many condensed matter experiments are aiming to fabricate workable spintronics and quantum computers.In particle physics, the first pieces of experimental evidence for physics beyond the Standard Model have begun to appear. Foremost among these are indications that neutrinos have non-zero mass. These experimental results appear to have solved the long-standing solar neutrino problem, and the physics of massive neutrinos remains an area of active theoretical and experimental research. The Large Hadron Collider has already found the Higgs boson, but future research aims to prove or disprove the supersymmetry, which extends the Standard Model of particle physics. Research on the nature of the major mysteries of dark matter and dark energy is also currently ongoing.Although much progress has been made in high-energy, quantum, and astronomical physics, many everyday phenomena involving complexity, chaos, or turbulence are still poorly understood. Complex problems that seem like they could be solved by a clever application of dynamics and mechanics remain unsolved; examples include the formation of sandpiles, nodes in trickling water, the shape of water droplets, mechanisms of surface tension catastrophes, and self-sorting in shaken heterogeneous collections.These complex phenomena have received growing attention since the 1970s for several reasons, including the availability of modern mathematical methods and computers, which enabled complex systems to be modeled in new ways. Complex physics has become part of increasingly interdisciplinary research, as exemplified by the study of turbulence in aerodynamics and the observation of pattern formation in biological systems. In the 1932 Annual Review of Fluid Mechanics, Horace Lamb said:
I am an old man now, and when I die and go to heaven there are two matters on which I hope for enlightenment. One is quantum electrodynamics, and the other is the turbulent motion of fluids. And about the former I am rather optimistic.
== Education ==
== Career ==
== See also ==
Earth science – Fields of natural science related to Earth
Neurophysics – branch of biophysics dealing with the development and use of physical methods to gain information about the nervous systemPages displaying wikidata descriptions as a fallback
Psychophysics – Branch of knowledge relating physical stimuli and psychological perception
Quantum physics – Description of physical properties at the atomic and subatomic scalePages displaying short descriptions of redirect targets
Relationship between mathematics and physics – Study of how mathematics and physics relate to each other
Science tourism – Travel to notable science locations
=== Lists ===
List of important publications in physics
List of physicists
Lists of physics equations
== Notes ==
== References ==
== Sources ==
== External links ==
Physics at Quanta Magazine
Usenet Physics FAQ – FAQ compiled by sci.physics and other physics newsgroups
Website of the Nobel Prize in physics – Award for outstanding contributions to the subject
World of Physics – Online encyclopedic dictionary of physics
Nature Physics – Academic journal
Physics – Online magazine by the American Physical Society
Physics/Publications at Curlie – Directory of physics related media
The Vega Science Trust – Science videos, including physics
HyperPhysics website – Physics and astronomy mind-map from Georgia State University
Physics at MIT OpenCourseWare – Online course material from Massachusetts Institute of Technology
The Feynman Lectures on Physics
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Protestantism
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Protestantism is a branch of Christianity that follows the theological tenets of the Protestant Reformation, a movement that began in the 16th century with the goal of reforming the Catholic Church from perceived errors, abuses, and discrepancies.Protestantism emphasizes the Christian believer's justification by God in faith alone (sola fide) rather than by a combination of faith with good works as in Catholicism; the teaching that salvation comes by divine grace or "unmerited favor" only (sola gratia); the priesthood of all believers in the Church; and the sola scriptura ("scripture alone") that posits the Bible as the sole infallible source of authority for Christian faith and practice. Protestants reject the Catholic doctrine of papal supremacy, and have variant views on the number of sacraments, the real presence of Christ in the Eucharist, and matters of ecclesiastical polity and apostolic succession. Other Protestant denominations and non-denominational Protestants may be typically unconcerned about most of these theological issues and focus only on their perception of explicit Christian teachings in the Bible itself. The five solae of Lutheran and Reformed Christianity summarize basic theological differences in opposition to the Catholic Church. Today, it is the second-largest form of Christianity, with a total of 800 million to 1 billion adherents worldwide or about 37% of all Christians.The Reformation began in the Holy Roman Empire in 1517, when Martin Luther published his Ninety-five Theses as a reaction against abuses in the sale of indulgences by the Catholic Church, which purported to offer the remission of the temporal punishment of sins to their purchasers. The term, however, derives from the letter of protestation from German Lutheran princes in 1529 against an edict of the Diet of Speyer condemning the teachings of Martin Luther as heretical.In the 16th century, Lutheranism spread from Germany into Denmark, Norway, Sweden, Finland, Latvia, Estonia, and Iceland. Calvinist churches spread in Germany, Hungary, the Netherlands, Scotland, Switzerland and France by Protestant Reformers such as John Calvin, Huldrych Zwingli and John Knox. The political separation of the Church of England from the Holy See under King Henry VIII began Anglicanism, bringing England and Wales into this broad Reformation movement, under the leadership of reformer Thomas Cranmer, whose work forged Anglican doctrine and identity.
Protestantism is diverse, being divided into various denominations on the basis of theology and ecclesiology, not forming a single structure as with the Catholic Church, Eastern Orthodoxy or Oriental Orthodoxy. Protestants adhere to the concept of an invisible church, in contrast to the Catholic, the Eastern Orthodox Church, the Oriental Orthodox Churches, the Assyrian Church of the East, and the Ancient Church of the East, which all understand themselves as the one and only original church—the "one true church"—founded by Jesus Christ (though certain Protestant denominations, including historic Lutheranism, hold to this position). Some denominations do have a worldwide scope and distribution of church membership, while others are confined to a single country. A majority of Protestants are members of a handful of Protestant denominational families; Adventists, Anabaptists, Anglicans/Episcopalians, Baptists, Calvinist/Reformed, Lutherans, Methodists, Moravians, Plymouth Brethren, Presbyterians, and Quakers. Nondenominational, charismatic and independent churches are also on the rise, and constitute a significant part of Protestantism.
== Terminology ==
=== Protestant ===
Six princes of the Holy Roman Empire and rulers of fourteen Imperial Free Cities, who issued a protest (or dissent) against the edict of the Diet of Speyer (1529), were the first individuals to be called Protestants. The edict reversed concessions made to the Lutherans with the approval of Holy Roman Emperor Charles V three years earlier. The term protestant, though initially purely political in nature, later acquired a broader sense, referring to a member of any Western church which subscribed to the main Protestant principles. A Protestant is an adherent of any of those Christian bodies that separated from the Church of Rome during the Reformation, or of any group descended from them.During the Reformation, the term protestant was hardly used outside of German politics. People who were involved in the religious movement used the word evangelical (German: evangelisch). For further details, see the section below. Gradually, protestant became a general term, meaning any adherent of the Reformation in the German-speaking area. It was ultimately somewhat taken up by Lutherans, even though Martin Luther himself insisted on Christian or evangelical as the only acceptable names for individuals who professed faith in Christ. French and Swiss Protestants instead preferred the word reformed (French: réformé), which became a popular, neutral, and alternative name for Calvinists.
=== Evangelical ===
The word evangelical (German: evangelisch), which refers to the gospel, was widely used for those involved in the religious movement in the German-speaking area beginning in 1517. Evangelical is still preferred among some of the historical Protestant denominations in the Lutheran, Calvinist, and United (Lutheran and Reformed) Protestant traditions in Europe, and those with strong ties to them. Above all the term is used by Protestant bodies in the German-speaking area, such as the Protestant Church in Germany. Thus, the German word evangelisch means Protestant, while the German evangelikal, refers to churches shaped by Evangelicalism. The English word evangelical usually refers to evangelical Protestant churches, and therefore to a certain part of Protestantism rather than to Protestantism as a whole. The English word traces its roots back to the Puritans in England, where Evangelicalism originated, and then was brought to the United States.
Martin Luther always disliked the term Lutheran, preferring the term evangelical, which was derived from euangelion, a Greek word meaning "good news", i.e. "gospel". The followers of John Calvin, Huldrych Zwingli, and other theologians linked to the Reformed tradition also began to use that term. To distinguish the two evangelical groups, others began to refer to the two groups as Evangelical Lutheran and Evangelical Reformed. The word also pertains in the same way to some other mainline groups, for example Evangelical Methodist. As time passed by, the word evangelical was dropped. Lutherans themselves began to use the term Lutheran in the middle of the 16th century, in order to distinguish themselves from other groups such as the Philippists and Calvinists.
=== Reformational ===
The German word reformatorisch, which roughly translates to English as "reformational" or "reforming", is used as an alternative for evangelisch in German, and is different from English reformed (German: reformiert), which refers to churches shaped by ideas of John Calvin, Huldrych Zwingli, and other Reformed theologians. Derived from the word "Reformation", the term emerged around the same time as Evangelical (1517) and Protestant (1529).
== Theology ==
=== Main principles ===
Various experts on the subject tried to determine what makes a Christian denomination a part of Protestantism. A common consensus approved by most of them is that if a Christian denomination is to be considered Protestant, it must acknowledge the following three fundamental principles of Protestantism.
==== Scripture alone ====
The belief, emphasized by Luther, in the Bible as the highest source of authority for the church. The early churches of the Reformation believed in a critical, yet serious, reading of scripture and holding the Bible as a source of authority higher than that of church tradition. The many abuses that had occurred in the Western Church before the Protestant Reformation led the Reformers to reject much of its tradition. In the early 20th century, a less critical reading of the Bible developed in the United States—leading to a "fundamentalist" reading of Scripture. Christian fundamentalists read the Bible as the "inerrant, infallible" Word of God, as do the Catholic, Eastern Orthodox, Anglican and Lutheran churches, but interpret it in a literalist fashion without using the historical-critical method. Methodists and Anglicans differ from Lutherans and the Reformed on this doctrine as they teach prima scriptura, which holds that Scripture is the primary source for Christian doctrine, but that "tradition, experience, and reason" can nurture the Christian religion as long as they are in harmony with the Bible (Protestant canon)."Biblical Christianity" focused on a deep study of the Bible is characteristic of most Protestants as opposed to "Church Christianity", focused on performing rituals and good works, represented by Catholic and Orthodox traditions. However, Quakers, Pentecostalists and Spiritual Christians emphasize the Holy Spirit and personal closeness to God.
==== Justification by faith alone ====
The belief that believers are justified, or pardoned for sin, solely on condition of faith in Christ rather than a combination of faith and good works. For Protestants, good works are a necessary consequence rather than cause of justification. However, while justification is by faith alone, there is the position that faith is not nuda fides. John Calvin explained that "it is therefore faith alone which justifies, and yet the faith which justifies is not alone: just as it is the heat alone of the sun which warms the earth, and yet in the sun it is not alone." Lutheran and Reformed Christians differ from Methodists in their understanding of this doctrine.
==== Universal priesthood of believers ====
The universal priesthood of believers implies the right and duty of the Christian laity not only to read the Bible in the vernacular, but also to take part in the government and all the public affairs of the Church. It is opposed to the hierarchical system which puts the essence and authority of the Church in an exclusive priesthood, and which makes ordained priests the necessary mediators between God and the people. It is distinguished from the concept of the priesthood of all believers, which did not grant individuals the right to interpret the Bible apart from the Christian community at large because universal priesthood opened the door to such a possibility. There are scholars who cite that this doctrine tends to subsume all distinctions in the church under a single spiritual entity. Calvin referred to the universal priesthood as an expression of the relation between the believer and his God, including the freedom of a Christian to come to God through Christ without human mediation. He also maintained that this principle recognizes Christ as prophet, priest, and king and that his priesthood is shared with his people.
=== Trinity ===
Protestants who adhere to the Nicene Creed believe in three persons (God the Father, God the Son, and the God the Holy Spirit) as one God.
Movements that emerged around the time of the Protestant Reformation, but are not a part of Protestantism (e.g. Unitarianism), reject the Trinity. This often serves as a reason for exclusion of the Unitarian Universalism, Oneness Pentecostalism, and other movements from Protestantism by various observers. Unitarianism continues to have a presence mainly in Transylvania, England, and the United States.
=== Five solae ===
The Five solae are five Latin phrases (or slogans) that emerged during the Protestant Reformation and summarize the reformers' basic differences in theological beliefs in opposition to the teaching of the Catholic Church of the day. The Latin word sola means "alone", "only", or "single".
The use of the phrases as summaries of teaching emerged over time during the Reformation, based on the overarching Lutheran and Reformed principle of sola scriptura (by scripture alone). This idea contains the four main doctrines on the Bible: that its teaching is needed for salvation (necessity); that all the doctrine necessary for salvation comes from the Bible alone (sufficiency); that everything taught in the Bible is correct (inerrancy); and that, by the Holy Spirit overcoming sin, believers may read and understand truth from the Bible itself, though understanding is difficult, so the means used to guide individual believers to the true teaching is often mutual discussion within the church (clarity).
The necessity and inerrancy were well-established ideas, garnering little criticism, though they later came under debate from outside during the Enlightenment. The most contentious idea at the time though was the notion that anyone could simply pick up the Bible and learn enough to gain salvation. Though the reformers were concerned with ecclesiology (the doctrine of how the church as a body works), they had a different understanding of the process in which truths in scripture were applied to life of believers, compared to the Catholics' idea that certain people within the church, or ideas that were old enough, had a special status in giving understanding of the text.
The second main principle, sola fide (by faith alone), states that faith in Christ is sufficient alone for eternal salvation and justification. Though argued from scripture, and hence logically consequent to sola scriptura, this is the guiding principle of the work of Luther and the later reformers. Because sola scriptura placed the Bible as the only source of teaching, sola fide epitomizes the main thrust of the teaching the reformers wanted to get back to, namely the direct, close, personal connection between Christ and the believer, hence the reformers' contention that their work was Christocentric.
The other solas, as statements, emerged later, but the thinking they represent was also part of the early Reformation.
Solus Christus: Christ aloneThe Protestants characterize the dogma concerning the Pope as Christ's representative head of the Church on earth, the concept of works made meritorious by Christ, and the Catholic idea of a treasury of the merits of Christ and his saints, as a denial that Christ is the only mediator between God and man. Catholics, on the other hand, maintained the traditional understanding of Judaism on these questions, and appealed to the universal consensus of Christian tradition.Sola Gratia: Grace aloneProtestants perceived Catholic salvation to be dependent upon the grace of God and the merits of one's own works. The reformers posited that salvation is a gift of God (i.e., God's act of free grace), dispensed by the Holy Spirit owing to the redemptive work of Jesus Christ alone. Consequently, they argued that a sinner is not accepted by God on account of the change wrought in the believer by God's grace, and that the believer is accepted without regard for the merit of his works, for no one deserves salvation.Soli Deo Gloria: Glory to God aloneAll glory is due to God alone since salvation is accomplished solely through his will and action—not only the gift of the all-sufficient atonement of Jesus on the cross but also the gift of faith in that atonement, created in the heart of the believer by the Holy Spirit. The reformers believed that human beings—even saints canonized by the Catholic Church, the popes, and the ecclesiastical hierarchy—are not worthy of the glory.
=== Christ's presence in the Eucharist ===
The Protestant movement began to diverge into several distinct branches in the mid-to-late 16th century. One of the central points of divergence was controversy over the Eucharist. Early Protestants rejected the Catholic dogma of transubstantiation, which teaches that the bread and wine used in the sacrificial rite of the Mass lose their natural substance by being transformed into the body, blood, soul, and divinity of Christ. They disagreed with one another concerning the presence of Christ and his body and blood in Holy Communion.
Lutherans hold that in the Lord's Supper, the Body and Blood of Christ are present "in, with, and under the form" of bread and wine for all those who eat and drink it, a doctrine that the Formula of Concord calls the Sacramental union. God earnestly offers to all who receive the sacrament, forgiveness of sins, and eternal salvation.
The Reformed churches emphasize the real spiritual presence, or sacramental presence, of Christ, saying that the sacrament is a sanctifying grace through which the elect believer does not actually partake of Christ, but merely with the bread and wine rather than in the elements. Calvinists deny the Lutheran assertion that all communicants, both believers and unbelievers, orally receive Christ's body and blood in the elements of the sacrament but instead affirm that Christ is united to the believer through faith—toward which the supper is an outward and visible aid. Calvin also emphasizes the real presence of Christ by the Holy Spirit during Eucharist. This is often referred to as dynamic presence.
Anglicans and Methodists refuse to define the Presence, preferring to leave it a mystery. The Prayer Books describe the bread and wine as outward and visible sign of an inward and spiritual grace which is the Body and Blood of Christ. However, the words of their liturgies suggest that one can hold to a belief in the Real Presence and Spiritual and Sacramental Present at the same time. For example, "... and you have fed us with the spiritual food in the Sacrament of his body and Blood;" "...the spiritual food of the most precious Body and Blood of your Son our Saviour Jesus Christ, and for assuring us in these holy mysteries..." American Book of Common Prayer, 1977, pp. 365–366.
Anabaptists hold a popular simplification of the Zwinglian view, without concern for theological intricacies as hinted at above, may see the Lord's Supper merely as a symbol of the shared faith of the participants, a commemoration of the facts of the crucifixion, and a reminder of their standing together as the body of Christ (a view referred to as memorialism).
== History ==
=== Pre-Reformation ===
One of the earliest persons to be praised as a Protestant forerunner is Jovinian, who lived in the fourth century AD. He attacked monasticism, ascetism and believed that a saved believer can never be overcome by Satan.In the 9th century the theologian Gottschalk of Orbais was condemned for heresy by the Catholic church, Gottschalk believed that the salvation of Jesus was limited and that his redemption was only for the elect. The theology of Gottschalk anticipated the Protestant reformation. Ratramnus also defended the theology of Gottschalk and denied the real presence of Christ in the Eucharist; his writings also influenced the later Protestant reformation. Claudius of Turin in the 9th century also held Protestant ideas, such as faith alone and rejection of the supremacy of Peter.In the late 1130s, Arnold of Brescia, an Italian canon regular became one of the first theologians to attempt to reform the Catholic Church. After his death, his teachings on apostolic poverty gained currency among Arnoldists, and later more widely among Waldensians and the Spiritual Franciscans, though no written word of his has survived the official condemnation. In the early 1170s, Peter Waldo founded the Waldensians. He advocated an interpretation of the Gospel that led to conflicts with the Catholic Church. By 1215, the Waldensians were declared heretical and subject to persecution. Despite that, the movement continues to exist to this day in Italy, as a part of the wider Reformed tradition.
In the 1370s, Oxford theologian and priest John Wycliffe—later dubbed the "Morning Star of Reformation"—started his activity as an English reformer. He rejected papal authority over secular power, translated the Bible into vernacular English, and preached anticlerical and biblically centred reforms. His rejection of a real divine presence in the elements of the Eucharist foreshadowed Huldrych Zwingli's similar ideas in the 16th century. Wycliffe's admirers came to be known as "Lollards".Beginning in the first decade of the 15th century, Jan Hus—a Catholic priest, Czech reformist and professor—influenced by John Wycliffe's writings, founded the Hussite movement. He strongly advocated his reformist Bohemian religious denomination. He was excommunicated and burned at the stake in Constance, Bishopric of Constance, in 1415 by secular authorities for unrepentant and persistent heresy. After his execution, a revolt erupted. Hussites defeated five continuous crusades proclaimed against them by the Pope.
Later theological disputes caused a split within the Hussite movement. Utraquists maintained that both the bread and the wine should be administered to the people during the Eucharist. Another major faction were the Taborites, who opposed the Utraquists in the Battle of Lipany during the Hussite Wars. There were two separate parties among the Hussites: moderate and radical movements. Other smaller regional Hussite branches in Bohemia included Adamites, Orebites, Orphans, and Praguers.
The Hussite Wars concluded with the victory of Holy Roman Emperor Sigismund, his Catholic allies and moderate Hussites and the defeat of the radical Hussites. Tensions arose as the Thirty Years' War reached Bohemia in 1620. Both moderate and radical Hussitism was increasingly persecuted by Catholics and Holy Roman Emperor's armies.
In the 14th century, a German mysticist group called the Gottesfreunde criticized the Catholic church and its corruption. Many of their leaders were executed for attacking the Catholic church and they believed that God's judgement would soon come upon the church. The Gottesfreunde were a democratic lay movement and forerunner of the Reformation and put heavy stress of holiness and piety,Starting in 1475, an Italian Dominican friar Girolamo Savonarola was calling for a Christian renewal. Later on, Martin Luther himself read some of the friar's writings and praised him as a martyr and forerunner whose ideas on faith and grace anticipated Luther's own doctrine of justification by faith alone.Some of Hus' followers founded the Unitas Fratrum—"Unity of the Brethren"—which was renewed under the leadership of Count Nicolaus von Zinzendorf in Herrnhut, Saxony, in 1722 after its almost total destruction in the Thirty Years' War and the Counterreformation ("Catholic Reformation"). Today, it is usually referred to in English as the Moravian Church and in German as the Herrnhuter Brüdergemeine.
In the 15th century, three German theologians anticipated the reformation: Wessel Gansfort, Johann Ruchat von Wesel, and Johannes von Goch. They held ideas such as predestination, sola scriptura, and the church invisible, and denied the Roman Catholic view on justification and the authority of the Pope, also questioned monasticism.Wessel Gansfort also denied transubstantiation and anticipated the Lutheran view of justification by faith alone.
=== Reformation proper ===
The Protestant Reformation began as an attempt to reform the Catholic Church.
On 31 October 1517, known as All Hallows' Eve, Martin Luther allegedly nailed his Ninety-five Theses, also known as the Disputation on the Power of Indulgences, on the door of the All Saints' Church in Wittenberg, Germany, detailing doctrinal and practical abuses of the Catholic Church, especially the selling of indulgences. The theses debated and criticized many aspects of the Church and the papacy, including the practice of purgatory, particular judgment, and the authority of the pope. Luther would later write works against the Catholic devotion to Virgin Mary, the intercession of and devotion to the saints, mandatory clerical celibacy, monasticism, the authority of the pope, the ecclesiastical law, censure and excommunication, the role of secular rulers in religious matters, the relationship between Christianity and the law, good works, and the sacraments.The Reformation was a triumph of literacy and the new printing press invented by Johannes Gutenberg. Luther's translation of the Bible into German was a decisive moment in the spread of literacy, and stimulated as well the printing and distribution of religious books and pamphlets. From 1517 onward, religious pamphlets flooded much of Europe.Following the excommunication of Luther and condemnation of the Reformation by the Pope, the work and writings of John Calvin were influential in establishing a loose consensus among various groups in Switzerland, Scotland, Hungary, Germany and elsewhere. After the expulsion of its Bishop in 1526, and the unsuccessful attempts of the Bern reformer William Farel, Calvin was asked to use the organizational skill he had gathered as a student of law to discipline the city of Geneva. His Ordinances of 1541 involved a collaboration of Church affairs with the City council and consistory to bring morality to all areas of life. After the establishment of the Geneva academy in 1559, Geneva became the unofficial capital of the Protestant movement, providing refuge for Protestant exiles from all over Europe and educating them as Calvinist missionaries. The faith continued to spread after Calvin's death in 1563.
Protestantism also spread from the German lands into France, where the Protestants were nicknamed Huguenots (a term of somewhat inexplicable origin). Calvin continued to take an interest in the French religious affairs from his base in Geneva. He regularly trained pastors to lead congregations there. Despite heavy persecution, the Reformed tradition made steady progress across large sections of the nation, appealing to people alienated by the obduracy and the complacency of the Catholic establishment. French Protestantism came to acquire a distinctly political character, made all the more obvious by the conversions of nobles during the 1550s. This established the preconditions for a series of conflicts, known as the French Wars of Religion. The civil wars gained impetus with the sudden death of Henry II of France in 1559. Atrocity and outrage became the defining characteristics of the time, illustrated at their most intense in the St. Bartholomew's Day massacre of August 1572, when the Catholic party annihilated between 30,000 and 100,000 Huguenots across France. The wars only concluded when Henry IV of France issued the Edict of Nantes, promising official toleration of the Protestant minority, but under highly restricted conditions. Catholicism remained the official state religion, and the fortunes of French Protestants gradually declined over the next century, culminating in Louis XIV's Edict of Fontainebleau which revoked the Edict of Nantes and made Catholicism the sole legal religion once again. In response to the Edict of Fontainebleau, Frederick William I, Elector of Brandenburg declared the Edict of Potsdam, giving free passage to Huguenot refugees. In the late 17th century many Huguenots fled to England, the Netherlands, Prussia, Switzerland, and the English and Dutch overseas colonies. A significant community in France remained in the Cévennes region.
Parallel to events in Germany, a movement began in Switzerland under the leadership of Huldrych Zwingli. Zwingli was a scholar and preacher, who in 1518 moved to Zurich. Although the two movements agreed on many issues of theology, some unresolved differences kept them separate. A long-standing resentment between the German states and the Swiss Confederation led to heated debate over how much Zwingli owed his ideas to Lutheranism. The German Prince Philip of Hesse saw potential in creating an alliance between Zwingli and Luther. A meeting was held in his castle in 1529, now known as the Colloquy of Marburg, which has become infamous for its failure. The two men could not come to any agreement due to their disputation over one key doctrine.
In 1534, King Henry VIII put an end to all papal jurisdiction in England, after the Pope failed to annul his marriage to Catherine of Aragon (due to political considerations involving the Holy Roman Emperor); this opened the door to reformational ideas. Reformers in the Church of England alternated between sympathies for ancient Catholic tradition and more Reformed principles, gradually developing into a tradition considered a middle way (via media) between the Catholic and Protestant traditions. The English Reformation followed a particular course. The different character of the English Reformation came primarily from the fact that it was driven initially by the political necessities of Henry VIII. King Henry decided to remove the Church of England from the authority of Rome. In 1534, the Act of Supremacy recognized Henry as the only Supreme Head on earth of the Church of England. Between 1535 and 1540, under Thomas Cromwell, the policy known as the Dissolution of the Monasteries was put into effect. Following a brief Catholic restoration during the reign of Mary I, a loose consensus developed during the reign of Elizabeth I. The Elizabethan Religious Settlement largely formed Anglicanism into a distinctive church tradition. The compromise was uneasy and was capable of veering between extreme Calvinism on the one hand and Catholicism on the other. It was relatively successful until the Puritan Revolution or English Civil War in the 17th century.
The success of the Counterreformation ("Catholic Reformation") on the Continent and the growth of a Puritan party dedicated to further Protestant reform polarized the Elizabethan Age. The early Puritan movement was a movement for reform in the Church of England whose proponents desired for the Church of England to resemble more closely the Protestant churches of Europe, especially that of Geneva. The later Puritan movement, often referred to as dissenters and nonconformists, eventually led to the formation of various Reformed denominations.
The Scottish Reformation of 1560 decisively shaped the Church of Scotland. The Reformation in Scotland culminated ecclesiastically in the establishment of a church along Reformed lines, and politically in the triumph of English influence over that of France. John Knox is regarded as the leader of the Scottish Reformation. The Scottish Reformation Parliament of 1560 repudiated the pope's authority by the Papal Jurisdiction Act 1560, forbade the celebration of the Mass and approved a Protestant Confession of Faith. It was made possible by a revolution against French hegemony under the regime of the regent Mary of Guise, who had governed Scotland in the name of her absent daughter.
Some of the most important activists of the Protestant Reformation included Jacobus Arminius, Theodore Beza, Martin Bucer, Andreas von Carlstadt, Heinrich Bullinger, Balthasar Hubmaier, Thomas Cranmer, William Farel, Thomas Müntzer, Laurentius Petri, Olaus Petri, Philipp Melanchthon, Menno Simons, Louis de Berquin, Primož Trubar and John Smyth.
In the course of this religious upheaval, the German Peasants' War of 1524–25 swept through the Bavarian, Thuringian and Swabian principalities. After the Eighty Years' War in the Low Countries and the French Wars of Religion, the confessional division of the states of the Holy Roman Empire eventually erupted in the Thirty Years' War between 1618 and 1648. It devastated much of Germany, killing between 25% and 40% of its population. The main tenets of the Peace of Westphalia, which ended the Thirty Years' War, were:
All parties would now recognize the Peace of Augsburg of 1555, by which each prince would have the right to determine the religion of his own state, the options being Catholicism, Lutheranism, and now Calvinism. (the principle of cuius regio, eius religio)
Christians living in principalities where their denomination was not the established church were guaranteed the right to practice their faith in public during allotted hours and in private at their will.
The treaty also effectively ended the papacy's pan-European political power. Pope Innocent X declared the treaty "null, void, invalid, iniquitous, unjust, damnable, reprobate, inane, empty of meaning and effect for all times" in his bull Zelo Domus Dei. European sovereigns, Catholic and Protestant alike, ignored his verdict.
=== Post-Reformation ===
The Great Awakenings were periods of rapid and dramatic religious revival in Anglo-American religious history.
The First Great Awakening was an evangelical and revitalization movement that swept through Protestant Europe and British America, especially the American colonies in the 1730s and 1740s, leaving a permanent impact on American Protestantism. It resulted from powerful preaching that gave listeners a sense of deep personal revelation of their need of salvation by Jesus Christ. Pulling away from ritual, ceremony, sacramentalism and hierarchy, it made Christianity intensely personal to the average person by fostering a deep sense of spiritual conviction and redemption, and by encouraging introspection and a commitment to a new standard of personal morality.The Second Great Awakening began around 1790. It gained momentum by 1800. After 1820, membership rose rapidly among Baptist and Methodist congregations, whose preachers led the movement. It was past its peak by the late 1840s. It has been described as a reaction against skepticism, deism, and rationalism, although why those forces became pressing enough at the time to spark revivals is not fully understood. It enrolled millions of new members in existing evangelical denominations and led to the formation of new denominations.
The Third Great Awakening refers to a hypothetical historical period that was marked by religious activism in American history and spans the late 1850s to the early 20th century. It affected pietistic Protestant denominations and had a strong element of social activism. It gathered strength from the postmillennial belief that the Second Coming of Christ would occur after mankind had reformed the entire earth. It was affiliated with the Social Gospel Movement, which applied Christianity to social issues and gained its force from the Awakening, as did the worldwide missionary movement. New groupings emerged, such as the Holiness, Nazarene, and Christian Science movements.The Fourth Great Awakening was a Christian religious awakening that some scholars—most notably, Robert Fogel—say took place in the United States in the late 1960s and early 1970s, while others look at the era following World War II. The terminology is controversial. Thus, the idea of a Fourth Great Awakening itself has not been generally accepted.In 1814, Le Réveil swept through Calvinist regions in Switzerland and France.
In 1904, a Protestant revival in Wales had a tremendous impact on the local population. A part of British modernization, it drew many people to churches, especially Methodist and Baptist ones.A noteworthy development in 20th-century Protestant Christianity was the rise of the modern Pentecostal movement. Sprung from Methodist and Wesleyan roots, it arose out of meetings at an urban mission on Azusa Street in Los Angeles. From there it spread around the world, carried by those who experienced what they believed to be miraculous moves of God there. These Pentecost-like manifestations have steadily been in evidence throughout history, such as seen in the two Great Awakenings. Pentecostalism, which in turn birthed the Charismatic movement within already established denominations, continues to be an important force in Western Christianity.
In the United States and elsewhere in the world, there has been a marked rise in the evangelical wing of Protestant denominations, especially those that are more exclusively evangelical, and a corresponding decline in the mainstream liberal churches. In the post–World War I era, Liberal Christianity was on the rise, and a considerable number of seminaries held and taught from a liberal perspective as well. In the post–World War II era, the trend began to swing back towards the conservative camp in America's seminaries and church structures.
In Europe, there has been a general move away from religious observance and belief in Christian teachings and a move towards secularism. The Enlightenment is largely responsible for the spread of secularism.
Some scholars debate the link between Protestantism and the rise of secularism, and take as argument the wide-ranging freedom in Protestant-majority countries. However, the sole example of France demonstrates that even in Catholic-majority countries, the overwhelming impact of the Enlightenment has brought even stronger secularism and freedom of thought five centuries later. It is more reliable to consider that the Reformation influenced the critical thinkers of the subsequent centuries, providing intellectual, religious, and philosophical ground on which future philosophers could extend their criticism of the church, of its theological, philosophical, social assumptions of the time. One should be reminded though that initial philosophers of the Enlightenment were defending a Christian conception of the world, but it was developed together with a fierce and decisive criticism of the Church, its politics, its ethics, its worldview, its scientific and cultural assumptions, leading to the devaluation of all forms of institutionalized Christianity, which extended over the centuries.
== Radical Reformation ==
Unlike mainstream Lutheran, Calvinist and Zwinglian movements, the Radical Reformation, which had no state sponsorship, generally abandoned the idea of the "Church visible" as distinct from the "Church invisible". It was a rational extension of the state-approved Protestant dissent, which took the value of independence from constituted authority a step further, arguing the same for the civic realm. The Radical Reformation was non-mainstream, though in parts of Germany, Switzerland and Austria, a majority would sympathize with the Radical Reformation despite the intense persecution it faced from both Catholics and Magisterial Protestants.The early Anabaptists believed that their reformation must purify not only theology but also the actual lives of Christians, especially their political and social relationships. Therefore, the church should not be supported by the state, neither by tithes and taxes, nor by the use of the sword; Christianity was a matter of individual conviction, which could not be forced on anyone, but rather required a personal decision for it. Protestant ecclesial leaders such as Hubmaier and Hofmann preached the invalidity of infant baptism, advocating baptism as following conversion ("believer's baptism") instead. This was not a doctrine new to the reformers, but was taught by earlier groups, such as the Albigenses in 1147. Though most of the Radical Reformers were Anabaptist, some did not identify themselves with the mainstream Anabaptist tradition. Thomas Müntzer was involved in the German Peasants' War. Andreas Karlstadt disagreed theologically with Huldrych Zwingli and Martin Luther, teaching nonviolence and refusing to baptize infants while not rebaptizing adult believers. Kaspar Schwenkfeld and Sebastian Franck were influenced by German mysticism and spiritualism.
In the view of many associated with the Radical Reformation, the Magisterial Reformation had not gone far enough. Radical Reformer, Andreas von Bodenstein Karlstadt, for example, referred to the Lutheran theologians at Wittenberg as the "new papists". Since the term "magister" also means "teacher", the Magisterial Reformation is also characterized by an emphasis on the authority of a teacher. This is made evident in the prominence of Luther, Calvin, and Zwingli as leaders of the reform movements in their respective areas of ministry. Because of their authority, they were often criticized by Radical Reformers as being too much like the Roman Popes. A more political side of the Radical Reformation can be seen in the thought and practice of Hans Hut, although typically Anabaptism has been associated with pacifism.
Anabaptism in shape of its various diversification such as the Amish, Mennonites and Hutterites came out of the Radical Reformation. Later in history, Schwarzenau Brethren, and the Apostolic Christian Church would emerge in Anabaptist circles.
== Denominations ==
Protestants refer to specific groupings of congregations or churches that share in common foundational doctrines and the name of their groups as denominations. The term denomination (national body) is to be distinguished from branch (denominational family; tradition), communion (international body) and congregation (church). An example (this is no universal way to classify Protestant churches, as these may sometimes vary broadly in their structures) to show the difference:
Branch/denominational family/tradition: MethodismCommunion/international body: World Methodist CouncilDenomination/national body: United Methodist ChurchCongregation/church: First United Methodist Church (Paintsville, Kentucky)Protestants reject the Catholic Church's doctrine that it is the one true church, with some teaching belief in the invisible church, which consists of all who profess faith in Jesus Christ. The Lutheran Church traditionally sees itself as the "main trunk of the historical Christian Tree" founded by Christ and the Apostles, holding that during the Reformation, the Church of Rome fell away. Individual denominations also have formed over very subtle theological differences. Other denominations are simply regional or ethnic expressions of the same beliefs. Because the five solas are the main tenets of the Protestant faith, non-denominational groups and organizations are also considered Protestant.
Various ecumenical movements have attempted cooperation or reorganization of the various divided Protestant denominations, according to various models of union, but divisions continue to outpace unions, as there is no overarching authority to which any of the churches owe allegiance, which can authoritatively define the faith. Most denominations share common beliefs in the major aspects of the Christian faith while differing in many secondary doctrines, although what is major and what is secondary is a matter of idiosyncratic belief.
Several countries have established their national churches, linking the ecclesiastical structure with the state. Jurisdictions where a Protestant denomination has been established as a state religion include several Nordic countries; Denmark (including Greenland), the Faroe Islands (its church being independent since 2007), Iceland and Norway have established Evangelical Lutheran churches. Tuvalu has the only established church in Reformed tradition in the world, while Tonga—in the Methodist tradition.The Church of England is the officially established religious institution in England, and also the Mother Church of the worldwide Anglican Communion.
In 1869, Finland was the first Nordic country to disestablish its Evangelical Lutheran church by introducing the Church Act. Although the church still maintains a special relationship with the state, it is not described as a state religion in the Finnish Constitution or other laws passed by the Finnish Parliament. In 2000, Sweden was the second Nordic country to do so.
=== United and uniting churches ===
United and uniting churches are churches formed from the merger or other form of union of two or more different Protestant denominations.
Historically, unions of Protestant churches were enforced by the state, usually in order to have a stricter control over the religious sphere of its people, but also other organizational reasons. As modern Christian ecumenism progresses, unions between various Protestant traditions are becoming more and more common, resulting in a growing number of united and uniting churches. Some of the recent major examples are the Church of North India (1970), United Protestant Church of France (2013) and the Protestant Church in the Netherlands (2004). As mainline Protestantism shrinks in Europe and North America due to the rise of secularism or in areas where Christianity is a minority religion as with the Indian subcontinent, Reformed Anglican and Lutheran denominations merge, often creating large nationwide denominations. The phenomenon is much less common among evangelical, nondenominational and charismatic churches as new ones arise and plenty of them remain independent of each other.
Perhaps the oldest official united church is found in Germany, where the Protestant Church in Germany is a federation of Lutheran, United (Prussian Union) and Reformed churches, a union dating back to 1817. The first of the series of unions was at a synod in Idstein to form the Protestant Church in Hesse and Nassau in August 1817, commemorated in naming the church of Idstein Unionskirche one hundred years later.Around the world, each united or uniting church comprises a different mix of predecessor Protestant denominations. Trends are visible, however, as most united and uniting churches have one or more predecessors with heritage in the Reformed tradition and many are members of the World Alliance of Reformed Churches.
== Major branches ==
Protestants can be differentiated according to how they have been influenced by important movements since the Reformation, today regarded as branches. Some of these movements have a common lineage, sometimes directly spawning individual denominations. Due to the earlier stated multitude of denominations, this section discusses only the largest denominational families, or branches, widely considered to be a part of Protestantism. These are, in alphabetical order: Adventist, Anglican, Baptist, Calvinist (Reformed), Hussite, Lutheran, Methodist, Pentecostal, Plymouth Brethren and Quaker. A small but historically significant Anabaptist branch is also discussed.
The chart below shows the mutual relations and historical origins of the main Protestant denominational families, or their parts. Due to factors such as Counterreformation ("Catholic Reformation") and the legal principle of Cuius regio, eius religio, many people lived as Nicodemites, where their professed religious affiliations were more or less at odds with the movement they sympathized with. As a result, the boundaries between the denominations do not separate as cleanly as this chart indicates. When a population was suppressed or persecuted into feigning an adherence to the dominant faith, over the generations they continued to influence the church they outwardly adhered to.
Because Calvinism was not specifically recognized in the Holy Roman Empire until the 1648 Peace of Westphalia, many Calvinists lived as Crypto-Calvinists. Due to Counterreformation ("Catholic Reformation") related suppressions in Catholic lands during the 16th through 19th centuries, many Protestants lived as Crypto-Protestants. Meanwhile, in Protestant areas, Catholics sometimes lived as crypto-papists, although in continental Europe emigration was more feasible so this was less common.
=== Adventism ===
Adventism began in the 19th century in the context of the Second Great Awakening revival in the United States. The name refers to belief in the imminent Second Coming (or "Second Advent") of Jesus Christ. William Miller started the Adventist movement in the 1830s. His followers became known as Millerites.Although the Adventist churches hold much in common, their theologies differ on whether the intermediate state is unconscious sleep or consciousness, whether the ultimate punishment of the wicked is annihilation or eternal torment, the nature of immortality, whether or not the wicked are resurrected after the millennium, and whether the sanctuary of Daniel 8 refers to the one in heaven or one on earth. The movement has encouraged the examination of the whole Bible, leading Seventh-day Adventists and some smaller Adventist groups to observe the Sabbath. The General Conference of Seventh-day Adventists has compiled that church's core beliefs in the 28 Fundamental Beliefs (1980 and 2005), which use Biblical references as justification.
In 2010, Adventism claimed some 22 million believers scattered in various independent churches. The largest church within the movement—the Seventh-day Adventist Church—has more than 18 million members.
=== Anabaptism ===
Anabaptism traces its origins to the Radical Reformation. Anabaptists believe in delaying baptism until the candidate confesses his or her faith. Although some consider this movement to be an offshoot of Protestantism, others see it as a distinct one. The Amish, Hutterites, and Mennonites are direct descendants of the movement. Schwarzenau Brethren, Bruderhof, and the Apostolic Christian Church are considered later developments among the Anabaptists.
The name Anabaptist, meaning "one who baptizes again", was given to them by their persecutors in reference to the practice of re-baptizing converts who already had been baptized as infants. Anabaptists required that baptismal candidates be able to make their own confessions of faith and so rejected baptism of infants. The early members of this movement did not accept the name Anabaptist, claiming that since infant baptism was unscriptural and null and void, the baptizing of believers was not a re-baptism but in fact their first real baptism. As a result of their views on the nature of baptism and other issues, Anabaptists were heavily persecuted during the 16th century and into the 17th by both Magisterial Protestants and Catholics. While most Anabaptists adhered to a literal interpretation of the Sermon on the Mount, which precluded taking oaths, participating in military actions, and participating in civil government, some who practiced re-baptism felt otherwise. They were thus technically Anabaptists, even though conservative Amish, Mennonites, and Hutterites and some historians tend to consider them as outside of true Anabaptism. Anabaptist reformers of the Radical Reformation are divided into Radical and the so-called Second Front. Some important Radical Reformation theologians were John of Leiden, Thomas Müntzer, Kaspar Schwenkfeld, Sebastian Franck, Menno Simons. Second Front Reformers included Hans Denck, Conrad Grebel, Balthasar Hubmaier and Felix Manz. Many Anabaptists today still use the Ausbund, which is the oldest hymnal still in continuous use.
=== Anglicanism ===
Anglicanism consists of the Church of England and churches which are historically tied to it or hold similar beliefs, worship practices and church structures. The word Anglican originates in ecclesia anglicana, a medieval Latin phrase dating to at least 1246 that means the English Church. There is no single "Anglican Church" with universal juridical authority, since each national or regional church has full autonomy. As the name suggests, the communion is an association of churches in full communion with the archbishop of Canterbury. The great majority of Anglicans are members of churches which are part of the international Anglican Communion, which has 85 million adherents.The Church of England declared its independence from the Catholic Church at the time of the Elizabethan Religious Settlement. Many of the new Anglican formularies of the mid-16th century corresponded closely to those of contemporary Reformed tradition. These reforms were understood by one of those most responsible for them, the then archbishop of Canterbury, Thomas Cranmer, as navigating a middle way between two of the emerging Protestant traditions, namely Lutheranism and Calvinism. By the end of the century, the retention in Anglicanism of many traditional liturgical forms and of the episcopate was already seen as unacceptable by those promoting the most developed Protestant principles.
Unique to Anglicanism is the Book of Common Prayer, the collection of services that worshippers in most Anglican churches used for centuries. While it has since undergone many revisions and Anglican churches in different countries have developed other service books, the Book of Common Prayer is still acknowledged as one of the ties that bind the Anglican Communion together.
=== Baptists ===
Baptists subscribe to a doctrine that baptism should be performed only for professing believers (believer's baptism, as opposed to infant baptism), and that it must be done by complete immersion (as opposed to affusion or sprinkling). Other tenets of Baptist churches include soul competency (liberty), salvation through faith alone, Scripture alone as the rule of faith and practice, and the autonomy of the local congregation. Baptists recognize two ministerial offices, pastors and deacons. Baptist churches are widely considered to be Protestant churches, though some Baptists disavow this identity.Diverse from their beginning, those identifying as Baptists today differ widely from one another in what they believe, how they worship, their attitudes toward other Christians, and their understanding of what is important in Christian discipleship.Historians trace the earliest church labeled Baptist back to 1609 in Amsterdam, with English Separatist John Smyth as its pastor. In accordance with his reading of the New Testament, he rejected baptism of infants and instituted baptism only of believing adults. Baptist practice spread to England, where the General Baptists considered Christ's atonement to extend to all people, while the Particular Baptists believed that it extended only to the elect. In 1638, Roger Williams established the first Baptist congregation in the North American colonies. In the mid-18th century, the First Great Awakening increased Baptist growth in both New England and the South. The Second Great Awakening in the South in the early 19th century increased church membership, as did the preachers' lessening of support for abolition and manumission of slavery, which had been part of the 18th-century teachings. Baptist missionaries have spread their church to every continent.The Baptist World Alliance reports more than 41 million members in more than 150,000 congregations. In 2002, there were over 100 million Baptists and Baptistic group members worldwide and over 33 million in North America. The largest Baptist association is the Southern Baptist Convention, with the membership of associated churches totaling more than 14 million.
=== Calvinism ===
Calvinism, also called the Reformed tradition, was advanced by several theologians such as Martin Bucer, Heinrich Bullinger, Peter Martyr Vermigli, and Huldrych Zwingli, but this branch of Christianity bears the name of the French reformer John Calvin because of his prominent influence on it and because of his role in the confessional and ecclesiastical debates throughout the 16th century.
This term also currently refers to the doctrines and practices of the Reformed churches of which Calvin was an early leader. Less commonly, it can refer to the individual teaching of Calvin himself. The particulars of Calvinist theology may be stated in a number of ways. Perhaps the best known summary is contained in the five points of Calvinism, though these points identify the Calvinist view on soteriology rather than summarizing the system as a whole. Broadly speaking, Calvinism stresses the sovereignty or rule of God in all things—in salvation but also in all of life. This concept is seen clearly in the doctrines of predestination and total depravity.
The biggest Reformed association is the World Communion of Reformed Churches with more than 80 million members in 211 member denominations around the world. There are more conservative Reformed federations like the World Reformed Fellowship and the International Conference of Reformed Churches, as well as independent churches.
=== Hussites ===
Hussitism follows the teachings of Czech reformer Jan Hus, who became the best-known representative of the Bohemian Reformation and one of the forerunners of the Protestant Reformation. An early hymnal was the hand-written Jistebnice hymn book. This predominantly religious movement was propelled by social issues and strengthened Czech national awareness. Among present-day Christians, Hussite traditions are represented in the Moravian Church, Unity of the Brethren and the Czechoslovak Hussite Church.
=== Lutheranism ===
Lutheranism identifies with the theology of Martin Luther, a German monk and priest, ecclesiastical reformer, and theologian.
Lutheranism advocates a doctrine of justification "by grace alone through faith alone on the basis of Scripture alone", the doctrine that scripture is the final authority on all matters of faith, rejecting the assertion made by Catholic leaders at the Council of Trent that authority comes from both Scriptures and Tradition. In addition, Lutherans accept the teachings of the first four ecumenical councils of the undivided Christian Church.Unlike the Reformed tradition, Lutherans retain many of the liturgical practices and sacramental teachings of the pre-Reformation Church with an emphasis on the Eucharist, or Lord's Supper. Lutheran theology differs from Reformed theology in Christology, the purpose of God's Law, divine grace, the concept of perseverance of the saints, and predestination.
Today, Lutheranism is one of the largest branches of Protestantism. With approximately 80 million adherents, it constitutes the third most common Protestant confession after historically Pentecostal denominations and Anglicanism. The Lutheran World Federation, the largest global communion of Lutheran churches represents over 72 million people. Both of these figures miscount Lutherans worldwide as many members of more generically Protestant LWF member church bodies do not self-identify as Lutheran or attend congregations that self-identify as Lutheran. Additionally, there are other international organizations such as the Global Confessional and Missional Lutheran Forum, International Lutheran Council and the Confessional Evangelical Lutheran Conference, as well as Lutheran denominations that are not necessarily a member of an international organization.
=== Methodism ===
Methodism identifies principally with the theology of John Wesley—an Anglican priest and evangelist. This evangelical movement originated as a revival within the 18th-century Church of England and became a separate Church following Wesley's death. Because of vigorous missionary activity, the movement spread throughout the British Empire, the United States, and beyond, today claiming approximately 80 million adherents worldwide. Originally it appealed especially to laborers and slaves.
Soteriologically, most Methodists are Arminian, emphasizing that Christ accomplished salvation for every human being, and that humans must exercise an act of the will to receive it (as opposed to the traditional Calvinist doctrine of monergism). Methodism is traditionally low church in liturgy, although this varies greatly between individual congregations; the Wesleys themselves greatly valued the Anglican liturgy and tradition. Methodism is known for its rich musical tradition; John Wesley's brother, Charles, was instrumental in writing much of the hymnody of the Methodist Church, and many other eminent hymn writers come from the Methodist tradition.
The Holiness movement refers to a set of practices surrounding the doctrine of Christian perfection that emerged within 19th-century Methodism, along with a number of evangelical denominations and parachurch organizations (such as camp meetings). There are an estimated 12 million adherents in denominations aligned with the Wesleyan-holiness movement. The Free Methodist Church, the Salvation Army and the Wesleyan Methodist Church are notable examples, while other adherents of the Holiness Movement remained within mainline Methodism, e.g. the United Methodist Church.
=== Pentecostalism ===
Pentecostalism is a movement that places special emphasis on a direct personal experience of God through the baptism with the Holy Spirit. The term Pentecostal is derived from Pentecost, the Greek name for the Jewish Feast of Weeks. For Christians, this event commemorates the descent of the Holy Spirit upon the followers of Jesus Christ, as described in the second chapter of the Book of Acts.
This branch of Protestantism is distinguished by belief in the baptism with the Holy Spirit as an experience separate from conversion that enables a Christian to live a life empowered by and filled with the Holy Spirit. This empowerment includes the use of spiritual gifts such as speaking in tongues and divine healing—two other defining characteristics of Pentecostalism. Because of their commitment to biblical authority, spiritual gifts, and the miraculous, Pentecostals tend to see their movement as reflecting the same kind of spiritual power and teachings that were found in the Apostolic Age of the early church. For this reason, some Pentecostals also use the term Apostolic or Full Gospel to describe their movement.
Pentecostalism eventually spawned hundreds of new denominations, including large groups such as the Assemblies of God and the Church of God in Christ, both in the United States and elsewhere. There are over 279 million Pentecostals worldwide, and the movement is growing in many parts of the world, especially the global South. Since the 1960s, Pentecostalism has increasingly gained acceptance from other Christian traditions, and Pentecostal beliefs concerning Spirit baptism and spiritual gifts have been embraced by non-Pentecostal Christians in Protestant and Catholic churches through the Charismatic Movement. Together, Pentecostal and Charismatic Christianity numbers over 500 million adherents.
=== Plymouth Brethren ===
The Plymouth Brethren are a conservative, low church, evangelical denomination, whose history can be traced to Dublin, Ireland, in the late 1820s, originating from Anglicanism. Among other beliefs, the group emphasizes sola scriptura. Brethren generally see themselves not as a denomination, but as a network, or even as a collection of overlapping networks, of like-minded independent churches. Although the group refused for many years to take any denominational name to itself—a stance that some of them still maintain—the title The Brethren, is one that many of their number are comfortable with in that the Bible designates all believers as brethren.
=== Quakerism ===
Quakers, or Friends, are members of a family of religious movements collectively known as the Religious Society of Friends. The central unifying doctrine of these movements is the priesthood of all believers. Many Friends view themselves as members of a Christian denomination. They include those with evangelical, holiness, liberal, and traditional conservative Quaker understandings of Christianity. Unlike many other groups that emerged within Christianity, the Religious Society of Friends has actively tried to avoid creeds and hierarchical structures.
=== Other Protestants ===
There are many other Protestant denominations that do not fit neatly into the mentioned branches, and are far smaller in membership. Some groups of individuals who hold basic Protestant tenets identify themselves simply as "Christians" or "born-again Christians". They typically distance themselves from the confessionalism or creedalism of other Christian communities by calling themselves "non-denominational" or "evangelical". Often founded by individual pastors, they have little affiliation with historic denominations.Although Unitarianism developed from the Protestant Reformation, it is excluded from Protestantism due to its Nontrinitarian theological nature. Unitarianism has been popular in the region of Transylvania within today's Romania, England, and the United States. It originated almost simultaneously in Transylvania and the Polish–Lithuanian Commonwealth.
Spiritual Christianity is the group of Russian movements (Doukhobors and others), so-called folk Protestants. Their origins are varied: some were influenced by western Protestants, others from disgust of the behavior of official Orthodox priests.Messianic Judaism is a movement of the Jews and non-Jews, which arose in the 1960s within Evangelical Protestantism and absorbed elements of the messianic traditions in Judaism.
== Interdenominational movements ==
There are also Christian movements which cross denominational lines and even branches, and cannot be classified on the same level previously mentioned forms. Evangelicalism is a prominent example. Some of those movements are active exclusively within Protestantism, some are Christian-wide. Transdenominational movements are sometimes capable of affecting parts of the Catholic Church, such as does it the Charismatic Movement, which aims to incorporate beliefs and practices similar to Pentecostals into the various branches of Christianity. Neo-charismatic churches are sometimes regarded as a subgroup of the Charismatic Movement. Both are put under a common label of Charismatic Christianity (so-called Renewalists), along with Pentecostals. Nondenominational churches and various house churches often adopt, or are akin to one of these movements.
Megachurches are usually influenced by interdenominational movements. Globally, these large congregations are a significant development in Protestant Christianity. In the United States, the phenomenon has more than quadrupled in the past two decades. It has since spread worldwide.
The chart below shows the mutual relations and historical origins of the main interdenominational movements and other developments within Protestantism.
=== Evangelicalism ===
Evangelicalism, or evangelical Protestantism, is a worldwide, transdenominational movement which maintains that the essence of the gospel consists in the doctrine of salvation by grace through faith in Jesus Christ's atonement.Evangelicals are Christians who believe in the centrality of the conversion or "born again" experience in receiving salvation, believe in the authority of the Bible as God's revelation to humanity and have a strong commitment to evangelism or sharing the Christian message.
It gained great momentum in the 18th and 19th centuries with the emergence of Methodism and the Great Awakenings in Britain and North America. The origins of Evangelicalism are usually traced back to the English Methodist movement, Nicolaus Zinzendorf, the Moravian Church, Lutheran pietism, Presbyterianism and Puritanism. Among leaders and major figures of the Evangelical Protestant movement were John Wesley, George Whitefield, Jonathan Edwards, Billy Graham, Harold John Ockenga, John Stott and Martyn Lloyd-Jones.
There are an estimated 285,480,000 Evangelicals, corresponding to 13% of the Christian population and 4% of the total world population. The Americas, Africa and Asia are home to the majority of Evangelicals. The United States has the largest concentration of Evangelicals. Evangelicalism is gaining popularity both in and outside the English-speaking world, especially in Latin America and the developing world.
=== Charismatic movement ===
The Charismatic movement is the international trend of historically mainstream congregations adopting beliefs and practices similar to Pentecostals. Fundamental to the movement is the use of spiritual gifts. Among Protestants, the movement began around 1960.
In the United States, Episcopalian Dennis Bennett is sometimes cited as one of the charismatic movement's seminal influence. In the United Kingdom, Colin Urquhart, Michael Harper, David Watson and others were in the vanguard of similar developments. The Massey conference in New Zealand, 1964 was attended by several Anglicans, including the Rev. Ray Muller, who went on to invite Bennett to New Zealand in 1966, and played a leading role in developing and promoting the Life in the Spirit seminars. Other Charismatic movement leaders in New Zealand include Bill Subritzky.
Larry Christenson, a Lutheran theologian based in San Pedro, California, did much in the 1960s and 1970s to interpret the charismatic movement for Lutherans. A very large annual conference regarding that matter was held in Minneapolis. Charismatic Lutheran congregations in Minnesota became especially large and influential; especially "Hosanna!" in Lakeville, and North Heights in St. Paul. The next generation of Lutheran charismatics cluster around the Alliance of Renewal Churches. There is considerable charismatic activity among young Lutheran leaders in California centered around an annual gathering at Robinwood Church in Huntington Beach. Richard A. Jensen's Touched by the Spirit published in 1974, played a major role of the Lutheran understanding to the charismatic movement.
In Congregational and Presbyterian churches which profess a traditionally Calvinist or Reformed theology there are differing views regarding present-day continuation or cessation of the gifts (charismata) of the Spirit. Generally, however, Reformed charismatics distance themselves from renewal movements with tendencies which could be perceived as overemotional, such as Word of Faith, Toronto Blessing, Brownsville Revival and Lakeland Revival. Prominent Reformed charismatic denominations are the Sovereign Grace Churches and the Every Nation Churches in the US, in Great Britain there is the Newfrontiers churches and movement, which leading figure is Terry Virgo.A minority of Seventh-day Adventists today are charismatic. They are strongly associated with those holding more "progressive" Adventist beliefs. In the early decades of the church charismatic or ecstatic phenomena were commonplace.
=== Neo-charismatic churches ===
Neo-charismatic churches are a category of churches in the Christian Renewal movement. Neo-charismatics include the Third Wave, but are broader. Now more numerous than Pentecostals (first wave) and charismatics (second wave) combined, owing to the remarkable growth of postdenominational and independent charismatic groups.Neo-charismatics believe in and stress the post-Biblical availability of gifts of the Holy Spirit, including glossolalia, healing, and prophecy. They practice laying on of hands and seek the "infilling" of the Holy Spirit. However, a specific experience of baptism with the Holy Spirit may not be requisite for experiencing such gifts. No single form, governmental structure, or style of church service characterizes all neo-charismatic services and churches.
Some nineteen thousand denominations, with approximately 295 million individual adherents, are identified as neo-charismatic.
== Protestant offshoots ==
=== Arminianism ===
Arminianism is based on theological ideas of the Dutch Reformed theologian Jacobus Arminius (1560–1609) and his historic supporters known as Remonstrants. His teachings held to the five solae of the Reformation, but they were distinct from particular teachings of Martin Luther, Huldrych Zwingli, John Calvin, and other Protestant Reformers. Jacobus Arminius was a student of Theodore Beza at the Theological University of Geneva. Arminianism is known to some as a soteriological diversification of Calvinism. However, to others, Arminianism is a reclamation of early Church theological consensus. Dutch Arminianism was originally articulated in the Remonstrance (1610), a theological statement signed by 45 ministers and submitted to the States General of the Netherlands. Many Christian denominations have been influenced by Arminian views on the will of man being freed by grace prior to regeneration, notably the Baptists in the 16th century, the Methodists in the 18th century and the Seventh-day Adventist Church in the 19th century.
The original beliefs of Jacobus Arminius himself are commonly defined as Arminianism, but more broadly, the term may embrace the teachings of Hugo Grotius, John Wesley, and others as well. Classical Arminianism and Wesleyan Arminianism are the two main schools of thought. Wesleyan Arminianism is often identical with Methodism. The two systems of Calvinism and Arminianism share both history and many doctrines, and the history of Christian theology. However, because of their differences over the doctrines of divine predestination and election, many people view these schools of thought as opposed to each other. In short, the difference can be seen ultimately by whether God allows His desire to save all to be resisted by an individual's will (in the Arminian doctrine) or if God's grace is irresistible and limited to only some (in Calvinism). Some Calvinists assert that the Arminian perspective presents a synergistic system of Salvation and therefore is not only by grace, while Arminians firmly reject this conclusion. Many consider the theological differences to be crucial differences in doctrine, while others find them to be relatively minor.
=== Pietism ===
Pietism was an influential movement within Lutheranism that combined the 17th-century Lutheran principles with the Reformed emphasis on individual piety and living a vigorous Christian life.It began in the late 17th century, reached its zenith in the mid-18th century, and declined through the 19th century, and had almost vanished in America by the end of the 20th century. While declining as an identifiable Lutheran group, some of its theological tenets influenced Protestantism generally, inspiring the Anglican priest John Wesley to begin the Methodist movement and Alexander Mack to begin the Brethren movement under an influence of Anabaptists.Though Pietism shares an emphasis on personal behavior with the Puritan movement, and the two are often confused, there are important differences, particularly in the concept of the role of religion in government.
=== Puritanism, English dissenters and nonconformists ===
The Puritans were a group of English Protestants in the 16th and 17th centuries, which sought to purify the Church of England of what they considered to be Catholic practices, maintaining that the church was only partially reformed. Puritanism in this sense was founded by some of the returning clergy exiled under Mary I shortly after the accession of Elizabeth I of England in 1558, as an activist movement within the Church of England.
Puritans were blocked from changing the established church from within, and were severely restricted in England by laws controlling the practice of religion. Their beliefs, however, were transported by the emigration of congregations to the Netherlands (and later to New England), and by evangelical clergy to Ireland (and later into Wales), and were spread into lay society and parts of the educational system, particularly certain colleges of the University of Cambridge. The first Protestant sermon delivered in England was in Cambridge, with the pulpit that this sermon was delivered from surviving to today. They took on distinctive beliefs about clerical dress and in opposition to the episcopal system, particularly after the 1619 conclusions of the Synod of Dort they were resisted by the English bishops. They largely adopted Sabbatarianism in the 17th century, and were influenced by millennialism.
They formed, and identified with various religious groups advocating greater purity of worship and doctrine, as well as personal and group piety. Puritans adopted a Reformed theology, but they also took note of radical criticisms of Zwingli in Zurich and Calvin in Geneva. In church polity, some advocated for separation from all other Christians, in favor of autonomous gathered churches. These separatist and independent strands of Puritanism became prominent in the 1640s. Although the English Civil War (which expanded into the Wars of the Three Kingdoms) began over a contest for political power between the King of England and the House of Commons, it divided the country along religious lines as episcopalians within the Church of England sided with the Crown and Presbyterians and Independents supported Parliament (after the defeat of the Royalists, the House of Lords as well as the Monarch were removed from the political structure of the state to create the Commonwealth). The supporters of a Presbyterian polity in the Westminster Assembly were unable to forge a new English national church, and the Parliamentary New Model Army, which was made up primarily of Independents, under Oliver Cromwell first purged Parliament, then abolished it and established The Protectorate.
England's trans-Atlantic colonies in the war followed varying paths depending on their internal demographics. In the older colonies, which included Virginia (1607) and its offshoot Bermuda (1612), as well as Barbados and Antigua in the West Indies (collectively the targets in 1650 of An Act for prohibiting Trade with the Barbadoes, Virginia, Bermuda and Antego), Episcopalians remained the dominant church faction and the colonies remained Royalist 'til conquered or compelled to accept the new political order. In Bermuda, with control of the local government and the army (nine infantry companies of Militia plus coastal artillery), the Royalists forced Parliament-backing religious Independents into exile to settle the Bahamas as the Eleutheran Adventurers.Episcopalian was re-established following the Restoration. A century later, non-conforming Protestants, along with the Protestant refugees from continental Europe, were to be among the primary instigators of the war of secession that led to the founding of the United States of America.
=== Neo-orthodoxy and paleo-orthodoxy ===
A non-fundamentalist rejection of liberal Christianity along the lines of the Christian existentialism of Søren Kierkegaard, who attacked the Hegelian state churches of his day for "dead orthodoxy", neo-orthodoxy is associated primarily with Karl Barth, Jürgen Moltmann, and Dietrich Bonhoeffer. Neo-orthodoxy sought to counter-act the tendency of liberal theology to make theological accommodations to modern scientific perspectives. Sometimes called "crisis theology", in the existentialist sense of the word crisis, also sometimes called neo-evangelicalism, which uses the sense of "evangelical" pertaining to continental European Protestants rather than American evangelicalism. "Evangelical" was the originally preferred label used by Lutherans and Calvinists, but it was replaced by the names some Catholics used to label a heresy with the name of its founder.
Paleo-orthodoxy is a movement similar in some respects to neo-evangelicalism but emphasizing the ancient Christian consensus of the undivided church of the first millennium AD, including in particular the early creeds and church councils as a means of properly understanding the scriptures. This movement is cross-denominational. A prominent theologian in this group is Thomas Oden, a Methodist.
=== Christian fundamentalism ===
In reaction to liberal Bible critique, fundamentalism arose in the 20th century, primarily in the United States, among those denominations most affected by Evangelicalism.
Fundamentalist theology tends to stress Biblical inerrancy and Biblical literalism.
Toward the end of the 20th century, some have tended to confuse evangelicalism and fundamentalism; however, the labels represent very distinct differences of approach that both groups are diligent to maintain, although because of fundamentalism's dramatically smaller size it often gets classified simply as an ultra-conservative branch of evangelicalism.
=== Modernism and liberalism ===
Modernism and liberalism do not constitute rigorous and well-defined schools of theology, but are rather an inclination by some writers and teachers to integrate Christian thought into the spirit of the Age of Enlightenment. New understandings of history and the natural sciences of the day led directly to new approaches to theology. Its opposition to the fundamentalist teaching resulted in religious debates, such as the Fundamentalist–Modernist Controversy within the Presbyterian Church in the United States of America in the 1920s.
== Protestant culture ==
Although the Reformation was a religious movement, it also had a strong impact on all other aspects of life, including marriage and family, education, the humanities and sciences, the political and social order, the economy, and the arts. Protestant churches reject the idea of a celibate priesthood and thus allow their clergy to marry. Many of their families contributed to the development of intellectual elites in their countries. Since about 1950, women have entered the ministry in most Protestant churches, and some have assumed leading positions (e.g. bishops).
Protestantism has promoted economic growth and entrepreneurship, especially in the period after the Scientific and the Industrial Revolution. Scholars have identified a positive correlation between the rise of Protestantism and human capital formation, work ethic, economic development, the rise of early experimental science, and the development of the state system.As the Reformers wanted all members of the church to be able to read the Bible, education on all levels was strongly encouraged. By the middle of the eighteenth century, the literacy rate in England was about 60 percent, in Scotland 65 percent, and in Sweden 80 percent. Colleges and universities were founded. For example, the Puritans who established Massachusetts Bay Colony in 1628 founded Harvard College only eight years later. About a dozen other colleges followed in the 18th century, including Yale (1701). Pennsylvania also became a center of learning.Members of mainline Protestant denominations have played leadership roles in many aspects of American life, including politics, business, science, the arts, and education. They founded most of the country's leading institutes of higher education.
=== Thought and work ethic ===
The Protestant concept of God and man allows believers to use all their God-given faculties, including the power of reason. That means that they are allowed to explore God's creation and, according to Genesis 2:15, make use of it in a responsible and sustainable way. Thus a cultural climate was created that greatly enhanced the development of the humanities and the sciences. Another consequence of the Protestant understanding of man is that the believers, in gratitude for their election and redemption in Christ, are to follow God's commandments. Industry, frugality, calling, discipline, and a strong sense of responsibility are at the heart of their moral code. In particular, Calvin rejected luxury. Therefore, craftsmen, industrialists, and other businessmen were able to reinvest the greater part of their profits in the most efficient machinery and the most modern production methods that were based on progress in the sciences and technology. As a result, productivity grew, which led to increased profits and enabled employers to pay higher wages. In this way, the economy, the sciences, and technology reinforced each other. The chance to participate in the economic success of technological inventions was a strong incentive to both inventors and investors. The Protestant work ethic was an important force behind the unplanned and uncoordinated mass action that influenced the development of capitalism and the Industrial Revolution. This idea is also known as the "Protestant ethic thesis".However, eminent historian Fernand Braudel (d. 1985), a leader of the important Annales School wrote, "all historians have opposed this tenuous theory [the Protestant Ethic], although they have not managed to be rid of it once and for all. Yet it is clearly false. The northern countries took over the place that earlier had been so long and brilliantly been occupied by the old capitalist centers of the Mediterranean. They invented nothing, either in technology or business management." Social scientist Rodney Stark moreover comments that "during their critical period of economic development, these northern centers of capitalism were Catholic, not Protestant—the Reformation still lay well into the future", while British historian Hugh Trevor-Roper (d. 2003) said, "The idea that large-scale industrial capitalism was ideologically impossible before the Reformation is exploded by the simple fact that it existed."In a factor analysis of the latest wave of World Values Survey data, Arno Tausch (Corvinus University of Budapest) found that Protestantism emerges to be very close to combining religion and the traditions of liberalism. The Global Value Development Index, calculated by Tausch, relies on the World Values Survey dimensions such as trust in the state of law, no support for shadow economy, postmaterial activism, support for democracy, a non-acceptance of violence, xenophobia and racism, trust in transnational capital and Universities, confidence in the market economy, supporting gender justice, and engaging in environmental activism, etc.Episcopalians and Presbyterians, as well as other WASPs, tend to be considerably wealthier and better educated (having graduate and post-graduate degrees per capita) than most other religious groups in United States, and are disproportionately represented in the upper reaches of American business, law and politics, especially the Republican Party. Numbers of the most wealthy and affluent American families as the Vanderbilts, the Astors, Rockefellers, Du Ponts, Roosevelts, Forbes, Fords, Whitneys, Mellons, the Morgans and Harrimans are Mainline Protestant families.
=== Science ===
Protestantism has had an important influence on science. According to the Merton Thesis, there was a positive correlation between the rise of English Puritanism and German Pietism on the one hand and early experimental science on the other. The Merton Thesis has two separate parts: Firstly, it presents a theory that science changes due to an accumulation of observations and improvement in experimental technique and methodology; secondly, it puts forward the argument that the popularity of science in 17th-century England and the religious demography of the Royal Society (English scientists of that time were predominantly Puritans or other Protestants) can be explained by a correlation between Protestantism and the scientific values. Merton focused on English Puritanism and German Pietism as having been responsible for the development of the scientific revolution of the 17th and 18th centuries. He explained that the connection between religious affiliation and interest in science was the result of a significant synergy between the ascetic Protestant values and those of modern science. Protestant values encouraged scientific research by allowing science to identify God's influence on the world—his creation—and thus providing a religious justification for scientific research.According to Scientific Elite: Nobel Laureates in the United States by Harriet Zuckerman, a review of American Nobel Prizes awarded between 1901 and 1972, 72% of American Nobel Prize laureates identified a Protestant background. Overall, 84% of all the Nobel Prizes awarded to Americans in Chemistry, 60% in Medicine, and 59% in Physics between 1901 and 1972 were won by Protestants.
According to 100 Years of Nobel Prize (2005), a review of Nobel Prizes awarded between 1901 and 2000, 65% of Nobel Prize Laureates, have identified Christianity in its various forms as their religious preference (423 prizes). While 32% have identified with Protestantism in its various forms (208 prizes), although Protestants are 12% to 13% of the world's population.
=== Government ===
During the Middle Ages, the Church and the worldly authorities were closely related. Martin Luther separated the religious and the worldly realms in principle (doctrine of the two kingdoms). The believers were obliged to use reason to govern the worldly sphere in an orderly and peaceful way. Luther's doctrine of the priesthood of all believers upgraded the role of laymen in the church considerably. The members of a congregation had the right to elect a minister and, if necessary, to vote for his dismissal (Treatise On the right and authority of a Christian assembly or congregation to judge all doctrines and to call, install and dismiss teachers, as testified in Scripture; 1523). Calvin strengthened this basically democratic approach by including elected laymen (church elders, presbyters) in his representative church government. The Huguenots added regional synods and a national synod, whose members were elected by the congregations, to Calvin's system of church self-government. This system was taken over by the other reformed churches and was adopted by some Lutherans beginning with those in Jülich-Cleves-Berg during the 17th century.
Politically, Calvin favored a mixture of aristocracy and democracy. He appreciated the advantages of democracy: "It is an invaluable gift, if God allows a people to freely elect its own authorities and overlords." Calvin also thought that earthly rulers lose their divine right and must be put down when they rise up against God. To further protect the rights of ordinary people, Calvin suggested separating political powers in a system of checks and balances (separation of powers). Thus he and his followers resisted political absolutism and paved the way for the rise of modern democracy. Besides England, the Netherlands were, under Calvinist leadership, the freest country in Europe in the seventeenth and eighteenth centuries. It granted asylum to philosophers like Baruch Spinoza and Pierre Bayle. Hugo Grotius was able to teach his natural-law theory and a relatively liberal interpretation of the Bible.Consistent with Calvin's political ideas, Protestants created both the English and the American democracies. In seventeenth-century England, the most important persons and events in this process were the English Civil War, Oliver Cromwell, John Milton, John Locke, the Glorious Revolution, the English Bill of Rights, and the Act of Settlement. Later, the British took their democratic ideals to their colonies, e.g. Australia, New Zealand, and India. In North America, Plymouth Colony (Pilgrim Fathers; 1620) and Massachusetts Bay Colony (1628) practised democratic self-rule and separation of powers. These Congregationalists were convinced that the democratic form of government was the will of God. The Mayflower Compact was a social contract.
=== Rights and liberty ===
Protestants also took the initiative in advocating for religious freedom. Freedom of conscience had a high priority on the theological, philosophical, and political agendas since Luther refused to recant his beliefs before the Diet of the Holy Roman Empire at Worms (1521). In his view, faith was a free work of the Holy Spirit and could, therefore, not be forced on a person. The persecuted Anabaptists and Huguenots demanded freedom of conscience, and they practiced separation of church and state. In the early seventeenth century, Baptists like John Smyth and Thomas Helwys published tracts in defense of religious freedom. Their thinking influenced John Milton and John Locke's stance on tolerance. Under the leadership of Baptist Roger Williams, Congregationalist Thomas Hooker, and Quaker William Penn, respectively, Rhode Island, Connecticut, and Pennsylvania combined democratic constitutions with freedom of religion. These colonies became safe havens for persecuted religious minorities, including Jews.The United States Declaration of Independence, the United States Constitution, and the American Bill of Rights with its fundamental human rights made this tradition permanent by giving it a legal and political framework. The great majority of American Protestants, both clergy and laity, strongly supported the independence movement. All major Protestant churches were represented in the First and Second Continental Congresses. In the nineteenth and twentieth centuries, the American democracy became a model for numerous other countries and regions throughout the world (e.g., Latin America, Japan, and Germany). The strongest link between the American and French Revolutions was Marquis de Lafayette, an ardent supporter of the American constitutional principles. The French Declaration of the Rights of Man and of the Citizen was mainly based on Lafayette's draft of this document. The Declaration by United Nations and Universal Declaration of Human Rights also echo the American constitutional tradition.Democracy, social-contract theory, separation of powers, religious freedom, separation of church and state—these achievements of the Reformation and early Protestantism were elaborated on and popularized by Enlightenment thinkers. Some of the philosophers of the English, Scottish, German, and Swiss Enlightenment—Thomas Hobbes, John Locke, John Toland, David Hume, Gottfried Wilhelm Leibniz, Christian Wolff, Immanuel Kant, and Jean-Jacques Rousseau—had Protestant backgrounds. For example, John Locke, whose political thought was based on "a set of Protestant Christian assumptions", derived the equality of all humans, including the equality of the genders ("Adam and Eve"), from Genesis 1, 26–28. As all persons were created equally free, all governments needed "the consent of the governed".Also, other human rights were advocated for by some Protestants. For example, torture was abolished in Prussia in 1740, slavery in Britain in 1834 and in the United States in 1865 (William Wilberforce, Harriet Beecher Stowe, Abraham Lincoln—against Southern Protestants). Hugo Grotius and Samuel Pufendorf were among the first thinkers who made significant contributions to international law. The Geneva Convention, an important part of humanitarian international law, was largely the work of Henry Dunant, a reformed pietist. He also founded the Red Cross.
=== Social teaching ===
Protestants have founded hospitals, homes for disabled or elderly people, educational institutions, organizations that give aid to developing countries, and other social welfare agencies. In the nineteenth century, throughout the Anglo-American world, numerous dedicated members of all Protestant denominations were active in social reform movements such as the abolition of slavery, prison reforms, and woman suffrage. As an answer to the "social question" of the nineteenth century, Germany under Chancellor Otto von Bismarck introduced insurance programs that led the way to the welfare state (health insurance, accident insurance, disability insurance, old-age pensions). To Bismarck this was "practical Christianity". These programs, too, were copied by many other nations, particularly in the Western world.
The Young Men's Christian Association was founded by Congregationalist George Williams, aimed at empowering young people.
=== Liturgy ===
=== Arts ===
The arts have been strongly inspired by Protestant beliefs.
Martin Luther, Paul Gerhardt, George Wither, Isaac Watts, Charles Wesley, William Cowper, and other authors and composers created well-known church hymns.
Musicians like Heinrich Schütz, Johann Sebastian Bach, George Frideric Handel, Henry Purcell, Johannes Brahms, Philipp Nicolai and Felix Mendelssohn composed great works of music.
Prominent painters with Protestant background were, for example, Albrecht Dürer, Hans Holbein the Younger, Lucas Cranach the Elder, Lucas Cranach the Younger, Rembrandt, and Vincent van Gogh.
World literature was enriched by the works of Edmund Spenser, John Milton, John Bunyan, John Donne, John Dryden, Daniel Defoe, William Wordsworth, Jonathan Swift, Johann Wolfgang Goethe, Friedrich Schiller, Samuel Taylor Coleridge, Edgar Allan Poe, Matthew Arnold, Conrad Ferdinand Meyer, Theodor Fontane, Washington Irving, Robert Browning, Emily Dickinson, Emily Brontë, Charles Dickens, Nathaniel Hawthorne, Thomas Stearns Eliot, John Galsworthy, Thomas Mann, William Faulkner, John Updike, and many others.
== Catholic responses ==
The view of the Catholic Church is that Protestant denominations cannot be considered churches but rather that they are ecclesial communities or specific faith-believing communities because their ordinances and doctrines are not historically the same as the Catholic sacraments and dogmas, and the Protestant communities have no sacramental ministerial priesthood and therefore lack true apostolic succession. According to Bishop Hilarion (Alfeyev) the Eastern Orthodox Church shares the same view on the subject.Contrary to how the Protestant Reformers were often characterized, the concept of a catholic or universal Church was not brushed aside during the Protestant Reformation. On the contrary, the visible unity of the catholic or universal church was seen by the Protestant reformers as an important and essential doctrine of the Reformation. The Magisterial reformers, such as Martin Luther, John Calvin, and Huldrych Zwingli, believed that they were reforming the Catholic Church, which they viewed as having become corrupted. Each of them took very seriously the charges of schism and innovation, denying these charges and maintaining that it was the Catholic Church that had left them. The Protestant Reformers formed a new and radically different theological opinion on ecclesiology, that the visible Church is "catholic" (lower-case "c") rather than "Catholic" (upper-case "C"). Accordingly, there is not an indefinite number of parochial, congregational or national churches, constituting, as it were, so many ecclesiastical individualities, but one great spiritual republic of which these various organizations form a part, although they each have very different opinions. This was markedly far-removed from the traditional and historic Catholic understanding that the Roman Catholic Church was the one true Church of Christ.Yet in the Protestant understanding, the visible church is not a genus, so to speak, with so many species under it. In order to justify their departure from the Catholic Church, Protestants often posited a new argument, saying that there was no real visible Church with divine authority, only a spiritual, invisible, and hidden church—this notion began in the early days of the Protestant Reformation.
Wherever the Magisterial Reformation, which received support from the ruling authorities, took place, the result was a reformed national Protestant church envisioned to be a part of the whole invisible church, but disagreeing, in certain important points of doctrine and doctrine-linked practice, with what had until then been considered the normative reference point on such matters, namely the Papacy and central authority of the Catholic Church. The Reformed churches thus believed in some form of Catholicity, founded on their doctrines of the five solas and a visible ecclesiastical organization based on the 14th- and 15th-century Conciliar movement, rejecting the papacy and papal infallibility in favor of ecumenical councils, but rejecting the latest ecumenical council, the Council of Trent. Religious unity therefore became not one of doctrine and identity but one of invisible character, wherein the unity was one of faith in Jesus Christ, not common identity, doctrine, belief, and collaborative action.
There are Protestants, especially of the Reformed tradition, that either reject or down-play the designation Protestant because of the negative idea that the word invokes in addition to its primary meaning, preferring the designation Reformed, Evangelical or even Reformed Catholic expressive of what they call a Reformed Catholicity and defending their arguments from the traditional Protestant confessions.
== Ecumenism ==
The ecumenical movement has had an influence on mainline churches, beginning at least in 1910 with the Edinburgh Missionary Conference. Its origins lay in the recognition of the need for cooperation on the mission field in Africa, Asia and Oceania. Since 1948, the World Council of Churches has been influential, but ineffective in creating a united church. There are also ecumenical bodies at regional, national and local levels across the globe; but schisms still far outnumber unifications. One, but not the only expression of the ecumenical movement, has been the move to form united churches, such as the Church of South India, the Church of North India, the US-based United Church of Christ, the United Church of Canada, the Uniting Church in Australia and the United Church of Christ in the Philippines which have rapidly declining memberships. There has been a strong engagement of Orthodox churches in the ecumenical movement, though the reaction of individual Orthodox theologians has ranged from tentative approval of the aim of Christian unity to outright condemnation of the perceived effect of watering down Orthodox doctrine.A Protestant baptism is held to be valid by the Catholic Church if given with the trinitarian formula and with the intent to baptize. However, as the ordination of Protestant ministers is not recognized due to the lack of apostolic succession and the disunity from Catholic Church, all other sacraments (except marriage) performed by Protestant denominations and ministers are not recognized as valid. Therefore, Protestants desiring full communion with the Catholic Church are not re-baptized (although they are confirmed) and Protestant ministers who become Catholics may be ordained to the priesthood after a period of study.
In 1999, the representatives of Lutheran World Federation and Catholic Church signed the Joint Declaration on the Doctrine of Justification, apparently resolving the conflict over the nature of justification which was at the root of the Protestant Reformation, although Confessional Lutherans reject this statement. This is understandable, since there is no compelling authority within them. On 18 July 2006, delegates to the World Methodist Conference voted unanimously to adopt the Joint Declaration.
== Spread and demographics ==
There are more than 900 million Protestants worldwide, among approximately 2.4 billion Christians. In 2010, a total of more than 800 million included 300 million in Sub-Saharan Africa, 260 million in the Americas, 140 million in Asia-Pacific region, 100 million in Europe and 2 million in Middle East-North Africa. Protestants account for nearly forty percent of Christians worldwide, and are more than one tenth of the total human population. Various estimates put the percentage of Protestants in relation to the total number of world's Christians at 33%, 36%, 36.7%, and 40%, while in relation to the world's population at 11.6% and 13%.In European countries which were most profoundly influenced by the Reformation, Protestantism still remains the most practiced religion. These include the Nordic countries and the United Kingdom. In other historical Protestant strongholds such as Germany, the Netherlands, Switzerland, Latvia, and Estonia, it remains one of the most popular religions. Although Czech Republic was the site of one of the most significant pre-reformation movements, there are only few Protestant adherents; mainly due to historical reasons like persecution of Protestants by the Catholic Habsburgs, restrictions during the Communist rule, and also the ongoing secularization. Over the last several decades, religious practice has been declining as secularization has increased. According to a 2019 study about Religiosity in the European Union in 2019 by Eurobarometer, Protestants made up 9% of the EU population. According to Pew Research Center, Protestants constituted nearly one fifth (or 18%) of the continent's Christian population in 2010. Clarke and Beyer estimate that Protestants constituted 15% of all Europeans in 2009, while Noll claims that less than 12% of them lived in Europe in 2010.Changes in worldwide Protestantism over the last century have been significant. Since 1900, Protestantism has spread rapidly in Africa, Asia, Oceania and Latin America. That caused Protestantism to be called a primarily non-Western religion. Much of the growth has occurred after World War II, when decolonization of Africa and abolition of various restrictions against Protestants in Latin American countries occurred. According to one source, Protestants constituted respectively 2.5%, 2%, 0.5% of Latin Americans, Africans and Asians. In 2000, percentage of Protestants on mentioned continents was 17%, more than 27% and 6%, respectively. According to Mark A. Noll, 79% of Anglicans lived in the United Kingdom in 1910, while most of the remainder was found in the United States and across the British Commonwealth. By 2010, 59% of Anglicans were found in Africa. In 2010, more Protestants lived in India than in the UK or Germany, while Protestants in Brazil accounted for as many people as Protestants in the UK and Germany combined. Almost as many lived in each of Nigeria and China as in all of Europe. China is home to world's largest Protestant minority.Protestantism is growing in Africa, Asia, Latin America, and Oceania, while declining in Anglo America and Europe, with some exceptions such as France, where it was eradicated after the abolition of the Edict of Nantes by the Edict of Fontainebleau and the following persecution of Huguenots, but now is claimed to be stable in number or even growing slightly. According to some, Russia is another country to see a Protestant revival.In 2010, the largest Protestant denominational families were historically Pentecostal denominations (11%), Anglican (11%), Lutheran (10%), Baptist (9%), United and uniting churches (unions of different denominations) (7%), Presbyterian or Reformed (7%), Methodist (3%), Adventist (3%), Congregationalist (1%), Brethren (1%), The Salvation Army (<1%) and Moravian (<1%). Other denominations accounted for 38% of Protestants.The United States is home to approximately 20% of Protestants. According to a 2012 study, Protestant share of U.S. population dropped to 48%, thus ending its status as religion of the majority for the first time. The decline is attributed mainly to the dropping membership of the Mainline Protestant churches, while Evangelical Protestant and Black churches are stable or continue to grow.By 2050, Protestantism is projected to rise to slightly more than half of the world's total Christian population. According to other experts such as Hans J. Hillerbrand, Protestants will be as numerous as Catholics.According to Mark Jürgensmeyer of the University of California, popular Protestantism is the most dynamic religious movement in the contemporary world, alongside the resurgent Islam.
== See also ==
Anti-Catholicism
Criticism of Protestantism
European wars of religion
Protestantism and Islam
Protestantism in Germany
The Reformation and its influence on church architecture
== Explanatory notes ==
== References ==
== Further reading ==
GeneralHillerbrand, Hans J., ed. (2004). Encyclopedia of Protestantism. Vol. 1–4. London; New York: Routledge. ISBN 978-0-415-92472-6. Archived from the original on 23 May 2020. 2195 pp. Reprint 2014.
Melton, J. Gordon, ed. (2005). Encyclopedia of Protestantism. Encyclopedia of World Religions. New York: Facts On File. ISBN 0-8160-5456-8. 628 pp.SpecialBecker, Sascha O.; Pfaff, Steven; Rubin, Jared (2016). "Causes and Consequences of the Protestant Reformation". ESI Working Paper 16–13. ISSN 2572-1496.
Bruce, Steve (2019). A house divided: Protestantism, Schism and secularization. London; New York: Routledge.
Cook, Martin L. (1991). The Open Circle: Confessional Method in Theology. Minneapolis, Mn: Fortress Press. xiv, 130 p. N.B.: Discusses the place of Confessions of Faith in Protestant theology, especially in Lutheranism. ISBN 0-8006-2482-3
Dillenberger, John, and Claude Welch (1988). Protestant Christianity, Interpreted through Its Development. Second ed. New York: Macmillan Publishing Co. ISBN 0-02-329601-1
Giussani, Luigi (1969), trans. Damian Bacich (2013). American Protestant Theology: A Historical Sketch. Montreal: McGill-Queens UP.
Grytten, Ola Honningdal. "Weber revisited: A literature review on the possible Link between Protestantism, Entrepreneurship and Economic Growth." (NHH Dept. of Economics Discussion Paper 08, 2020). online
Howard, Thomas A. Remembering the Reformation: an inquiry into the meanings of Protestantism (Oxford UP, 2016).
Howard, Thomas A. and Mark A. Noll, eds. Protestantism after 500 years (Oxford UP, 2016).
Leithart, Peter J. The end of Protestantism: pursuing unity in a fragmented church (Brazos Press, 2016).
McGrath, Alister E. (2007). Christianity's Dangerous Idea. New York: HarperOne. ISBN 978-0060822132.
Nash, Arnold S., ed. (1951). Protestant Thought in the Twentieth Century: Whence & Whither? New York: Macmillan Co.
Noll, Mark A. (2011). Protestantism: A Very Short Introduction. Oxford: Oxford University Press.
Ryrie, Alec Protestants: The Radicals Who Made the Modern World (Harper Collins, 2017).
Ryrie, Alec "The World's Local Religion" History Today (Sept 20, 2017) online
== External links ==
"Personal Christian Statement of Faith (Protestant)". wikiHow. 29 July 2015.
Protestantism (Encyclopedia.com)
"Protestantism" from the 1917 Catholic Encyclopedia
The Historyscoper
World Council of Churches – World body for mainline Protestant churches
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Linux
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Linux ( LIN-uuks) is a family of open-source Unix-like operating systems based on the Linux kernel, an operating system kernel first released on September 17, 1991, by Linus Torvalds. Linux is typically packaged as a Linux distribution (distro), which includes the kernel and supporting system software and libraries, many of which are provided by the GNU Project. Many Linux distributions use the word "Linux" in their name, but the Free Software Foundation uses the name "GNU/Linux" to emphasize the use and importance of GNU software in many distributions, causing some controversy.Popular Linux distributions include Debian, Fedora Linux, and Ubuntu. Commercial distributions include Red Hat Enterprise Linux and SUSE Linux Enterprise. Desktop Linux distributions include a windowing system such as X11 or Wayland, and a desktop environment such as GNOME or KDE Plasma. Distributions intended for servers may omit graphics altogether, or include a solution stack such as LAMP. Because Linux is freely redistributable, anyone may create a distribution for any purpose.Linux was originally developed for personal computers based on the Intel x86 architecture, but has since been ported to more platforms than any other operating system. Because of the dominance of the Linux-based Android on smartphones, Linux, including Android, has the largest installed base of all general-purpose operating systems, as of May 2022. Although Linux is, as of November 2022, used by only around 2.6 percent of desktop computers, the Chromebook, which runs the Linux kernel-based ChromeOS, dominates the US K–12 education market and represents nearly 20 percent of sub-$300 notebook sales in the US. Linux is the leading operating system on servers (over 96.4% of the top 1 million web servers' operating systems are Linux), leads other big iron systems such as mainframe computers, and is used on all of the world's 500 fastest supercomputers (as of November 2017, having gradually displaced all competitors).Linux also runs on embedded systems, i.e. devices whose operating system is typically built into the firmware and is highly tailored to the system. This includes routers, automation controls, smart home devices, video game consoles, televisions (Samsung and LG Smart TVs), automobiles (Tesla, Audi, Mercedes-Benz, Hyundai and Toyota), and spacecraft (Falcon 9 rocket, Dragon crew capsule and the Perseverance rover).
Linux is one of the most prominent examples of free and open-source software collaboration. The source code may be used, modified and distributed commercially or non-commercially by anyone under the terms of its respective licenses, such as the GNU General Public License (GPL). The Linux kernel, for example, is licensed under the GPLv2, with an exception for system calls that allows code that calls the kernel via system calls not to be licensed under the GPL.
== History ==
=== Precursors ===
The Unix operating system was conceived and implemented in 1969, at AT&T's Bell Labs, in the United States by Ken Thompson, Dennis Ritchie, Douglas McIlroy, and Joe Ossanna. First released in 1971, Unix was written entirely in assembly language, as was common practice at the time. In 1973, in a key pioneering approach, it was rewritten in the C programming language by Dennis Ritchie (with the exception of some hardware and I/O routines). The availability of a high-level language implementation of Unix made its porting to different computer platforms easier.Due to an earlier antitrust case forbidding it from entering the computer business, AT&T licensed the operating system's source code as a trade secret to anyone who asked. As a result, Unix grew quickly and became widely adopted by academic institutions and businesses. In 1984, AT&T divested itself of its regional operating companies, and was released from its obligation not to enter the computer business; freed of that obligation, Bell Labs began selling Unix as a proprietary product, where users were not legally allowed to modify it.Onyx Systems began selling early microcomputer-based Unix workstations in 1980. Later, Sun Microsystems, founded as a spin-off of a student project at Stanford University, also began selling Unix-based desktop workstations in 1982. While Sun workstations did not utilize commodity PC hardware, for which Linux was later originally developed, it represented the first successful commercial attempt at distributing a primarily single-user microcomputer that ran a Unix operating system.With Unix increasingly "locked in" as a proprietary product, the GNU Project, started in 1983 by Richard Stallman, had the goal of creating a "complete Unix-compatible software system" composed entirely of free software. Work began in 1984. Later, in 1985, Stallman started the Free Software Foundation and wrote the GNU General Public License (GNU GPL) in 1989. By the early 1990s, many of the programs required in an operating system (such as libraries, compilers, text editors, a command-line shell, and a windowing system) were completed, although low-level elements such as device drivers, daemons, and the kernel, called GNU Hurd, were stalled and incomplete.MINIX was created by Andrew S. Tanenbaum, a computer science professor, and released in 1987 as a minimal Unix-like operating system targeted at students and others who wanted to learn operating system principles. Although the complete source code of MINIX was freely available, the licensing terms prevented it from being free software until the licensing changed in April 2000.Although not released until 1992, due to legal complications, development of 386BSD, from which NetBSD, OpenBSD and FreeBSD descended, predated that of Linux.
Linus Torvalds has stated on separate occasions that if the GNU kernel or 386BSD had been available at the time (1991), he probably would not have created Linux.
=== Creation ===
While attending the University of Helsinki in the fall of 1990, Torvalds enrolled in a Unix course. The course utilized a MicroVAX minicomputer running Ultrix, and one of the required texts was Operating Systems: Design and Implementation by Andrew S. Tanenbaum. This textbook included a copy of Tanenbaum's MINIX operating system. It was with this course that Torvalds first became exposed to Unix. In 1991, he became curious about operating systems. Frustrated by the licensing of MINIX, which at the time limited it to educational use only, he began to work on his own operating system kernel, which eventually became the Linux kernel.
On July 3, 1991, in an effort to implement Unix system calls, Linus Torvalds attempted unsuccessfully to obtain a digital copy of the POSIX standards documentation with a request to the comp.os.minix newsgroup. After not finding the POSIX documentation, Torvalds initially resorted to determining system calls from SunOS documentation owned by the university for use in operating its Sun Microsystems server. He also learned some system calls from Tanenbaum's MINIX text.
Torvalds began the development of the Linux kernel on MINIX and applications written for MINIX were also used on Linux. Later, Linux matured and further Linux kernel development took place on Linux systems. GNU applications also replaced all MINIX components, because it was advantageous to use the freely available code from the GNU Project with the fledgling operating system; code licensed under the GNU GPL can be reused in other computer programs as long as they also are released under the same or a compatible license. Torvalds initiated a switch from his original license, which prohibited commercial redistribution, to the GNU GPL. Developers worked to integrate GNU components with the Linux kernel, creating a fully functional and free operating system.
=== Naming ===
Linus Torvalds had wanted to call his invention "Freax", a portmanteau of "free", "freak", and "x" (as an allusion to Unix). During the start of his work on the system, some of the project's makefiles included the name "Freax" for about half a year. Initially, Torvalds considered the name "Linux" but dismissed it as too egotistical.To facilitate development, the files were uploaded to the FTP server (ftp.funet.fi) of FUNET in September 1991. Ari Lemmke, Torvalds' coworker at the Helsinki University of Technology (HUT) who was one of the volunteer administrators for the FTP server at the time, did not think that "Freax" was a good name, so he named the project "Linux" on the server without consulting Torvalds. Later, however, Torvalds consented to "Linux".
According to a newsgroup post by Torvalds, the word "Linux" should be pronounced ( LIN-uuks) with a short 'i' as in 'print' and 'u' as in 'put'. To further demonstrate how the word "Linux" should be pronounced, he included an audio guide with the kernel source code. However, in this recording, he pronounces Linux as /ˈlinʊks/ (LEEN-uuks) with a short but close front unrounded vowel, instead of a near-close near-front unrounded vowel as in his newsgroup post.
=== Commercial and popular uptake ===
Adoption of Linux in production environments, rather than being used only by hobbyists, started to take off first in the mid-1990s in the supercomputing community, where organizations such as NASA started to replace their increasingly expensive machines with clusters of inexpensive commodity computers running Linux. Commercial use began when Dell and IBM, followed by Hewlett-Packard, started offering Linux support to escape Microsoft's monopoly in the desktop operating system market.Today, Linux systems are used throughout computing, from embedded systems to virtually all supercomputers, and have secured a place in server installations such as the popular LAMP application stack. Use of Linux distributions in home and enterprise desktops has been growing. Linux distributions have also become popular in the netbook market, with many devices shipping with customized Linux distributions installed, and Google releasing their own ChromeOS designed for netbooks.
Linux's greatest success in the consumer market is perhaps the mobile device market, with Android being the dominant operating system on smartphones and very popular on tablets and, more recently, on wearables. Linux gaming is also on the rise with Valve showing its support for Linux and rolling out SteamOS, its own gaming-oriented Linux distribution, which was later implemented in their Steam Deck platform. Linux distributions have also gained popularity with various local and national governments, such as the federal government of Brazil.
=== Current development ===
Greg Kroah-Hartman is the lead maintainer for the Linux kernel and guides its development. William John Sullivan is the executive director of the Free Software Foundation, which in turn supports the GNU components. Finally, individuals and corporations develop third-party non-GNU components. These third-party components comprise a vast body of work and may include both kernel modules and user applications and libraries.
Linux vendors and communities combine and distribute the kernel, GNU components, and non-GNU components, with additional package management software in the form of Linux distributions.
== Design ==
Many open source developers agree that the Linux kernel was not designed but rather evolved through natural selection. Torvalds considers that although the design of Unix served as a scaffolding, "Linux grew with a lot of mutations – and because the mutations were less than random, they were faster and more directed than alpha-particles in DNA." Eric S. Raymond considers Linux's revolutionary aspects to be social, not technical: before Linux, complex software was designed carefully by small groups, but "Linux evolved in a completely different way. From nearly the beginning, it was rather casually hacked on by huge numbers of volunteers coordinating only through the Internet. Quality was maintained not by rigid standards or autocracy but by the naively simple strategy of releasing every week and getting feedback from hundreds of users within days, creating a sort of rapid Darwinian selection on the mutations introduced by developers." Bryan Cantrill, an engineer of a competing OS, agrees that "Linux wasn't designed, it evolved", but considers this to be a limitation, proposing that some features, especially those related to security, cannot be evolved into, "this is not a biological system at the end of the day, it's a software system."A Linux-based system is a modular Unix-like operating system, deriving much of its basic design from principles established in Unix during the 1970s and 1980s. Such a system uses a monolithic kernel, the Linux kernel, which handles process control, networking, access to the peripherals, and file systems. Device drivers are either integrated directly with the kernel, or added as modules that are loaded while the system is running.The GNU userland is a key part of most systems based on the Linux kernel, with Android being the notable exception. The GNU C library, an implementation of the C standard library, works as a wrapper for the system calls of the Linux kernel necessary to the kernel-userspace interface, the toolchain is a broad collection of programming tools vital to Linux development (including the compilers used to build the Linux kernel itself), and the coreutils implement many basic Unix tools. The GNU Project also develops Bash, a popular CLI shell. The graphical user interface (or GUI) used by most Linux systems is built on top of an implementation of the X Window System. More recently, the Linux community seeks to advance to Wayland as the new display server protocol in place of X11. Many other open-source software projects contribute to Linux systems.
Installed components of a Linux system include the following:
A bootloader, for example GNU GRUB, LILO, SYSLINUX or systemd-boot. This is a program that loads the Linux kernel into the computer's main memory, by being executed by the computer when it is turned on and after the firmware initialization is performed.
An init program, such as the traditional sysvinit and the newer systemd, OpenRC and Upstart. This is the first process launched by the Linux kernel, and is at the root of the process tree. It starts processes such as system services and login prompts (whether graphical or in terminal mode).
Software libraries, which contain code that can be used by running processes. On Linux systems using ELF-format executable files, the dynamic linker that manages the use of dynamic libraries is known as ld-linux.so. If the system is set up for the user to compile software themselves, header files will also be included to describe the programming interface of installed libraries. Besides the most commonly used software library on Linux systems, the GNU C Library (glibc), there are numerous other libraries, such as SDL and Mesa.
The C standard library is the library necessary to run programs written in C on a computer system, with the GNU C Library being the standard. It provides an implementation of the POSIX API, as well as extensions to that API. For embedded systems, alternatives such as musl, EGLIBC (a glibc fork once used by Debian) and uClibc (which was designed for uClinux) have been developed, although the last two are no longer maintained. Android uses its own C library, Bionic. However, musl can additionally be used as a replacement for glibc on desktop and laptop systems, as seen on certain Linux distributions like Void Linux.
Basic Unix commands, with GNU coreutils being the standard implementation. Alternatives exist for embedded systems, such as the copyleft BusyBox, and the BSD-licensed Toybox.
Widget toolkits are the libraries used to build graphical user interfaces (GUIs) for software applications. Numerous widget toolkits are available, including GTK and Clutter developed by the GNOME Project, Qt developed by the Qt Project and led by The Qt Company, and Enlightenment Foundation Libraries (EFL) developed primarily by the Enlightenment team.
A package management system, such as dpkg and RPM. Alternatively packages can be compiled from binary or source tarballs.
User interface programs such as command shells or windowing environments.
=== User interface ===
The user interface, also known as the shell, is either a command-line interface (CLI), a graphical user interface (GUI), or controls attached to the associated hardware, which is common for embedded systems. For desktop systems, the default user interface is usually graphical, although the CLI is commonly available through terminal emulator windows or on a separate virtual console.
CLI shells are text-based user interfaces, which use text for both input and output. The dominant shell used in Linux is the Bourne-Again Shell (bash), originally developed for the GNU Project. Most low-level Linux components, including various parts of the userland, use the CLI exclusively. The CLI is particularly suited for automation of repetitive or delayed tasks and provides very simple inter-process communication.
On desktop systems, the most popular user interfaces are the GUI shells, packaged together with extensive desktop environments, such as KDE Plasma, GNOME, MATE, Cinnamon, LXDE, Pantheon and Xfce, though a variety of additional user interfaces exist. Most popular user interfaces are based on the X Window System, often simply called "X". It provides network transparency and permits a graphical application running on one system to be displayed on another where a user may interact with the application; however, certain extensions of the X Window System are not capable of working over the network. Several X display servers exist, with the reference implementation, X.Org Server, being the most popular.
Server distributions might provide a command-line interface for developers and administrators, but provide a custom interface towards end-users, designed for the use-case of the system. This custom interface is accessed through a client that resides on another system, not necessarily Linux based.
Several types of window managers exist for X11, including tiling, dynamic, stacking and compositing. Window managers provide means to control the placement and appearance of individual application windows, and interact with the X Window System. Simpler X window managers such as dwm, ratpoison, i3wm, or herbstluftwm provide a minimalist functionality, while more elaborate window managers such as FVWM, Enlightenment or Window Maker provide more features such as a built-in taskbar and themes, but are still lightweight when compared to desktop environments. Desktop environments include window managers as part of their standard installations, such as Mutter (GNOME), KWin (KDE) or Xfwm (xfce), although users may choose to use a different window manager if preferred.
Wayland is a display server protocol intended as a replacement for the X11 protocol; as of 2022, it has received relatively wide adoption. Unlike X11, Wayland does not need an external window manager and compositing manager. Therefore, a Wayland compositor takes the role of the display server, window manager and compositing manager. Weston is the reference implementation of Wayland, while GNOME's Mutter and KDE's KWin are being ported to Wayland as standalone display servers. Enlightenment has already been successfully ported since version 19.
=== Video input infrastructure ===
Linux currently has two modern kernel-userspace APIs for handling video input devices: V4L2 API for video streams and radio, and DVB API for digital TV reception.Due to the complexity and diversity of different devices, and due to the large number of formats and standards handled by those APIs, this infrastructure needs to evolve to better fit other devices. Also, a good userspace device library is the key of the success for having userspace applications to be able to work with all formats supported by those devices.
== Development ==
The primary difference between Linux and many other popular contemporary operating systems is that the Linux kernel and other components are free and open-source software. Linux is not the only such operating system, although it is by far the most widely used. Some free and open-source software licenses are based on the principle of copyleft, a kind of reciprocity: any work derived from a copyleft piece of software must also be copyleft itself. The most common free software license, the GNU General Public License (GPL), is a form of copyleft, and is used for the Linux kernel and many of the components from the GNU Project.Linux-based distributions are intended by developers for interoperability with other operating systems and established computing standards. Linux systems adhere to POSIX, SUS, LSB, ISO, and ANSI standards where possible, although to date only one Linux distribution has been POSIX.1 certified, Linux-FT.Free software projects, although developed through collaboration, are often produced independently of each other. The fact that the software licenses explicitly permit redistribution, however, provides a basis for larger-scale projects that collect the software produced by stand-alone projects and make it available all at once in the form of a Linux distribution.
Many Linux distributions manage a remote collection of system software and application software packages available for download and installation through a network connection. This allows users to adapt the operating system to their specific needs. Distributions are maintained by individuals, loose-knit teams, volunteer organizations, and commercial entities. A distribution is responsible for the default configuration of the installed Linux kernel, general system security, and more generally integration of the different software packages into a coherent whole. Distributions typically use a package manager such as apt, yum, zypper, pacman or portage to install, remove, and update all of a system's software from one central location.
=== Community ===
A distribution is largely driven by its developer and user communities. Some vendors develop and fund their distributions on a volunteer basis, Debian being a well-known example. Others maintain a community version of their commercial distributions, as Red Hat does with Fedora, and SUSE does with openSUSE.In many cities and regions, local associations known as Linux User Groups (LUGs) seek to promote their preferred distribution and by extension free software. They hold meetings and provide free demonstrations, training, technical support, and operating system installation to new users. Many Internet communities also provide support to Linux users and developers. Most distributions and free software / open-source projects have IRC chatrooms or newsgroups. Online forums are another means for support, with notable examples being LinuxQuestions.org and the various distribution specific support and community forums, such as ones for Ubuntu, Fedora, and Gentoo. Linux distributions host mailing lists; commonly there will be a specific topic such as usage or development for a given list.
There are several technology websites with a Linux focus. Print magazines on Linux often bundle cover disks that carry software or even complete Linux distributions.Although Linux distributions are generally available without charge, several large corporations sell, support, and contribute to the development of the components of the system and of free software. An analysis of the Linux kernel in 2017 showed that well over 85% of the code developed by programmers who are being paid for their work, leaving about 8.2% to unpaid developers and 4.1% unclassified. Some of the major corporations that provide contributions include Intel, Samsung, Google, AMD, Oracle and Facebook. A number of corporations, notably Red Hat, Canonical and SUSE, have built a significant business around Linux distributions.
The free software licenses, on which the various software packages of a distribution built on the Linux kernel are based, explicitly accommodate and encourage commercialization; the relationship between a Linux distribution as a whole and individual vendors may be seen as symbiotic. One common business model of commercial suppliers is charging for support, especially for business users. A number of companies also offer a specialized business version of their distribution, which adds proprietary support packages and tools to administer higher numbers of installations or to simplify administrative tasks.
Another business model is to give away the software to sell hardware. This used to be the norm in the computer industry, with operating systems such as CP/M, Apple DOS and versions of the classic Mac OS prior to 7.6 freely copyable (but not modifiable). As computer hardware standardized throughout the 1980s, it became more difficult for hardware manufacturers to profit from this tactic, as the OS would run on any manufacturer's computer that shared the same architecture.
=== Programming on Linux ===
Most programming languages support Linux either directly or through third-party community based ports. The original development tools used for building both Linux applications and operating system programs are found within the GNU toolchain, which includes the GNU Compiler Collection (GCC) and the GNU Build System. Amongst others, GCC provides compilers for Ada, C, C++, Go and Fortran. Many programming languages have a cross-platform reference implementation that supports Linux, for example PHP, Perl, Ruby, Python, Java, Go, Rust and Haskell. First released in 2003, the LLVM project provides an alternative cross-platform open-source compiler for many languages. Proprietary compilers for Linux include the Intel C++ Compiler, Sun Studio, and IBM XL C/C++ Compiler. BASIC in the form of Visual Basic is supported in such forms as Gambas, FreeBASIC, and XBasic, and in terms of terminal programming or QuickBASIC or Turbo BASIC programming in the form of QB64.
A common feature of Unix-like systems, Linux includes traditional specific-purpose programming languages targeted at scripting, text processing and system configuration and management in general. Linux distributions support shell scripts, awk, sed and make. Many programs also have an embedded programming language to support configuring or programming themselves. For example, regular expressions are supported in programs like grep and locate, the traditional Unix MTA Sendmail contains its own Turing complete scripting system, and the advanced text editor GNU Emacs is built around a general purpose Lisp interpreter.
Most distributions also include support for PHP, Perl, Ruby, Python and other dynamic languages. While not as common, Linux also supports C# (via Mono), Vala, and Scheme. Guile Scheme acts as an extension language targeting the GNU system utilities, seeking to make the conventionally small, static, compiled C programs of Unix design rapidly and dynamically extensible via an elegant, functional high-level scripting system; many GNU programs can be compiled with optional Guile bindings to this end. A number of Java virtual machines and development kits run on Linux, including the original Sun Microsystems JVM (HotSpot), and IBM's J2SE RE, as well as many open-source projects like Kaffe and Jikes RVM.
GNOME and KDE are popular desktop environments and provide a framework for developing applications. These projects are based on the GTK and Qt widget toolkits, respectively, which can also be used independently of the larger framework. Both support a wide variety of languages. There are a number of Integrated development environments available including Anjuta, Code::Blocks, CodeLite, Eclipse, Geany, ActiveState Komodo, KDevelop, Lazarus, MonoDevelop, NetBeans, and Qt Creator, while the long-established editors Vim, nano and Emacs remain popular.
== Hardware support ==
The Linux kernel is a widely ported operating system kernel, available for devices ranging from mobile phones to supercomputers; it runs on a highly diverse range of computer architectures, including ARM-based Android smartphones and the IBM Z mainframes. Specialized distributions and kernel forks exist for less mainstream architectures; for example, the ELKS kernel fork can run on Intel 8086 or Intel 80286 16-bit microprocessors, while the µClinux kernel fork may run on systems without a memory management unit. The kernel also runs on architectures that were only ever intended to use a manufacturer-created operating system, such as Macintosh computers (with PowerPC, Intel, and Apple silicon processors), PDAs, video game consoles, portable music players, and mobile phones.
Linux has a reputation of supporting old hardware very well by maintaining standardized drivers for a long time. There are several industry associations and hardware conferences devoted to maintaining and improving support for diverse hardware under Linux, such as FreedomHEC. Over time, support for different hardware has improved in Linux, resulting in any off-the-shelf purchase having a "good chance" of being compatible.In 2014, a new initiative was launched to automatically collect a database of all tested hardware configurations.
== Uses ==
== Market share and uptake ==
Many quantitative studies of free/open-source software focus on topics including market share and reliability, with numerous studies specifically examining Linux. The Linux market is growing, and the Linux operating system market size is expected to see a growth of 19.2% by 2027, reaching $15.64 billion, compared to $3.89 billion in 2019. Analysts and proponents attribute the relative success of Linux to its security, reliability, low cost, and freedom from vendor lock-in.
Desktops and laptops
According to web server statistics (that is, based on the numbers recorded from visits to websites by client devices), as of May 2022, the estimated market share of Linux on desktop computers is around 2.5%. In comparison, Microsoft Windows has a market share of around 75.5%, while macOS covers around 14.9%.Web serversW3Cook publishes stats that use the top 1,000,000 Alexa domains, which as of May 2015 estimate that 96.55% of web servers run Linux, 1.73% run Windows, and 1.72% run FreeBSD.W3Techs publishes stats that use the top 10,000,000 Alexa domains and the top 1,000,000 Tranco domains, updated monthly and as of November 2020 estimate that Linux is used by 39% of the web servers, versus 21.9% being used by Microsoft Windows. 40.1% used other types of Unix.IDC's Q1 2007 report indicated that Linux held 12.7% of the overall server market at that time; this estimate was based on the number of Linux servers sold by various companies, and did not include server hardware purchased separately that had Linux installed on it later.Mobile devices
Android, which is based on the Linux kernel, has become the dominant operating system for smartphones. In April 2023, 68.61% of mobile devices accessing websites using StatCounter were from Android. Android is also a popular operating system for tablets, being responsible for more than 60% of tablet sales as of 2013. According to web server statistics, as of October 2021 Android has a market share of about 71%, with iOS holding 28%, and the remaining 1% attributed to various niche platforms.Film production
For years Linux has been the platform of choice in the film industry. The first major film produced on Linux servers was 1997's Titanic. Since then major studios including DreamWorks Animation, Pixar, Weta Digital, and Industrial Light & Magic have migrated to Linux. According to the Linux Movies Group, more than 95% of the servers and desktops at large animation and visual effects companies use Linux.Use in government
Linux distributions have also gained popularity with various local and national governments. News of the Russian military creating its own Linux distribution has also surfaced, and has come to fruition as the G.H.ost Project. The Indian state of Kerala has gone to the extent of mandating that all state high schools run Linux on their computers. China uses Linux exclusively as the operating system for its Loongson processor family to achieve technology independence. In Spain, some regions have developed their own Linux distributions, which are widely used in education and official institutions, like gnuLinEx in Extremadura and Guadalinex in Andalusia. France and Germany have also taken steps toward the adoption of Linux. North Korea's Red Star OS, developed as of 2002, is based on a version of Fedora Linux.
== Copyright, trademark, and naming ==
The Linux kernel is licensed under the GNU General Public License (GPL), version 2. The GPL requires that anyone who distributes software based on source code under this license must make the originating source code (and any modifications) available to the recipient under the same terms. Other key components of a typical Linux distribution are also mainly licensed under the GPL, but they may use other licenses; many libraries use the GNU Lesser General Public License (LGPL), a more permissive variant of the GPL, and the X.Org implementation of the X Window System uses the MIT License.
Torvalds states that the Linux kernel will not move from version 2 of the GPL to version 3. He specifically dislikes some provisions in the new license which prohibit the use of the software in digital rights management. It would also be impractical to obtain permission from all the copyright holders, who number in the thousands.A 2001 study of Red Hat Linux 7.1 found that this distribution contained 30 million source lines of code. Using the Constructive Cost Model, the study estimated that this distribution required about eight thousand person-years of development time. According to the study, if all this software had been developed by conventional proprietary means, it would have cost about US$1.64 billion to develop in 2021 in the United States. Most of the source code (71%) was written in the C programming language, but many other languages were used, including C++, Lisp, assembly language, Perl, Python, Fortran, and various shell scripting languages. Slightly over half of all lines of code were licensed under the GPL. The Linux kernel itself was 2.4 million lines of code, or 8% of the total.In a later study, the same analysis was performed for Debian version 4.0 (etch, which was released in 2007). This distribution contained close to 283 million source lines of code, and the study estimated that it would have required about seventy three thousand man-years and cost US$9.16 billion (in 2021 dollars) to develop by conventional means.
In the United States, the name Linux is a trademark registered to Linus Torvalds. Initially, nobody registered it, but on August 15, 1994, William R. Della Croce, Jr. filed for the trademark Linux, and then demanded royalties from Linux distributors. In 1996, Torvalds and some affected organizations sued him to have the trademark assigned to Torvalds, and, in 1997, the case was settled. The licensing of the trademark has since been handled by the Linux Mark Institute (LMI). Torvalds has stated that he trademarked the name only to prevent someone else from using it. LMI originally charged a nominal sublicensing fee for use of the Linux name as part of trademarks, but later changed this in favor of offering a free, perpetual worldwide sublicense.The Free Software Foundation (FSF) prefers GNU/Linux as the name when referring to the operating system as a whole, because it considers Linux distributions to be variants of the GNU operating system initiated in 1983 by Richard Stallman, president of the FSF. They explicitly take no issue over the name Android for the Android OS, which is also an operating system based on the Linux kernel, as GNU is not a part of it.
A minority of public figures and software projects other than Stallman and the FSF, notably Debian (which had been sponsored by the FSF up to 1996), also use GNU/Linux when referring to the operating system as a whole. Most media and common usage, however, refers to this family of operating systems simply as Linux, as do many large Linux distributions (for example, SUSE Linux and Red Hat Enterprise Linux). By contrast, Linux distributions containing only free software use "GNU/Linux" or simply "GNU", such as Trisquel GNU/Linux, Parabola GNU/Linux-libre, BLAG Linux and GNU, and gNewSense.
As of May 2011, about 8% to 13% of the lines of code of the Linux distribution Ubuntu (version "Natty") is made of GNU components (the range depending on whether GNOME is considered part of GNU); meanwhile, 6% is taken by the Linux kernel, increased to 9% when including its direct dependencies.
== See also ==
== Notes ==
== References ==
== External links ==
Linux at Curlie
Graphical map of Linux Internals (archived)
Linux kernel website and archives
The History of Linux in GIT Repository Format 1992–2010 (archived)
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Belarus
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Belarus, officially the Republic of Belarus, is a landlocked country in Eastern Europe. It is bordered by Russia to the east and northeast, Ukraine to the south, Poland to the west, and Lithuania and Latvia to the northwest. Covering an area of 207,600 square kilometres (80,200 sq mi) and with a population of 9.2 million, Belarus is the 13th-largest and the 20th-most populous country in Europe. The country has a hemiboreal climate and is administratively divided into six regions. Minsk is the capital and largest city; it is administered separately as a city with special status.
Between the medieval period and the 20th century, different states at various times controlled the lands of modern-day Belarus, including Kievan Rus', the Principality of Polotsk, the Grand Duchy of Lithuania, the Polish–Lithuanian Commonwealth, and the Russian Empire. In the aftermath of the Russian Revolution in 1917, different states arose competing for legitimacy amid the Civil War, ultimately ending in the rise of the Byelorussian SSR, which became a founding constituent republic of the Soviet Union in 1922. After the Polish-Soviet War, Belarus lost almost half of its territory to Poland. Much of the borders of Belarus took their modern shape in 1939, when some lands of the Second Polish Republic were reintegrated into it after the Soviet invasion of Poland, and were finalized after World War II. During World War II, military operations devastated Belarus, which lost about a quarter of its population and half of its economic resources. In 1945, the Byelorussian SSR became a founding member of the United Nations, along with the Soviet Union. The republic was home to a widespread and diverse anti-Nazi insurgent movement which dominated politics until well into the 1970s, overseeing Belarus' transformation from an agrarian to industrial economy.
The parliament of the republic proclaimed the sovereignty of Belarus on 27 July 1990, and during the dissolution of the Soviet Union, Belarus gained independence on 25 August 1991. Following the adoption of a new constitution in 1994, Alexander Lukashenko was elected Belarus's first president in the country's first and only free election after independence, serving as president ever since. Lukashenko heads a highly centralized authoritarian government. Belarus ranks low in international measurements of freedom of the press and civil liberties. It has continued a number of Soviet-era policies, such as state ownership of large sections of the economy. Belarus is the only European country that continues to use capital punishment. In 2000, Belarus and Russia signed a treaty for greater cooperation, forming the Union State.
Belarus is a developing country, ranking 60th on the Human Development Index. The country has been a member of the United Nations since its founding and has joined the CIS, the CSTO, the EAEU, the OSCE, and the Non-Aligned Movement. It has shown no aspirations of joining the European Union but nevertheless maintains a bilateral relationship with the bloc, and also participates in the Baku Initiative.
== Etymology ==
The name Belarus is closely related with the term Belaya Rus', i.e., White Rus'. There are several claims to the origin of the name White Rus'. An ethno-religious theory suggests that the name used to describe the part of old Ruthenian lands within the Grand Duchy of Lithuania that had been populated mostly by Slavs who had been Christianized early, as opposed to Black Ruthenia, which was predominantly inhabited by pagan Balts. An alternative explanation for the name comments on the white clothing worn by the local Slavic population. A third theory suggests that the old Rus' lands that were not conquered by the Tatars (i.e., Polotsk, Vitebsk and Mogilev) had been referred to as White Rus'. A fourth theory suggests that the color white was associated with the west, and Belarus was the western part of Rus' in the 9th to 13th centuries.
The name Rus' is often conflated with its Latin forms Russia and Ruthenia, thus Belarus is often referred to as White Russia or White Ruthenia. The name first appeared in German and Latin medieval literature; the chronicles of Jan of Czarnków mention the imprisonment of Lithuanian grand duke Jogaila and his mother at "Albae Russiae, Poloczk dicto" in 1381. The first known use of White Russia to refer to Belarus was in the late-16th century by Englishman Sir Jerome Horsey, who was known for his close contacts with the Russian royal court. During the 17th century, the Russian tsars used the term to describe the lands added from the Grand Duchy of Lithuania.The term Belorussia (Russian: Белору́ссия, the latter part similar but spelled and stressed differently from Росси́я, Russia) first rose in the days of the Russian Empire, and the Russian Tsar was usually styled "the Tsar of All the Russias", as Russia or the Russian Empire was formed by three parts of Russia—the Great, Little, and White. This asserted that the territories are all Russian and all the peoples are also Russian; in the case of the Belarusians, they were variants of the Russian people.After the Bolshevik Revolution in 1917, the term White Russia caused some confusion, as it was also the name of the military force that opposed the red Bolsheviks. During the period of the Byelorussian SSR, the term Byelorussia was embraced as part of a national consciousness. In western Belarus under Polish control, Byelorussia became commonly used in the regions of Białystok and Grodno during the interwar period.The term Byelorussia (its names in other languages such as English being based on the Russian form) was only used officially until 1991. Officially, the full name of the country is Republic of Belarus (Рэспубліка Беларусь, Республика Беларусь, Respublika Belarus). In Russia, the usage of Belorussia is still very common.In Lithuanian, besides Baltarusija (White Russia), Belarus is also called Gudija. The etymology of the word Gudija is not clear. By one hypothesis the word derives from the Old Prussian name Gudwa, which, in turn, is related to the form Żudwa, which is a distorted version of Sudwa, Sudovia. Sudovia, in its turn, is one of the names of the Yotvingians. Another hypothesis connects the word with the Gothic Kingdom that occupied parts of the territory of modern Belarus and Ukraine in the 4th and 5th centuries. The self-naming of Goths was Gutans and Gytos, which are close to Gudija. Yet another hypothesis is based on the idea that Gudija in Lithuanian means "the other" and may have been used historically by Lithuanians to refer to any people who did not speak Lithuanian.
== History ==
=== Early history ===
From 5000 to 2000 BC, the Bandkeramik predominated in what now constitutes Belarus, and the Cimmerians as well as other pastoralists roamed through the area by 1,000 BC. The Zarubintsy culture later became widespread at the beginning of the 1st millennium. In addition, remains from the Dnieper–Donets culture were found in Belarus and parts of Ukraine. The region was first permanently settled by Baltic tribes in the 3rd century. Around the 5th century, the area was taken over by the Slavs. The takeover was partially due to the lack of military coordination of the Balts, but their gradual assimilation into Slavic culture was peaceful in nature. Invaders from Asia, among whom were the Huns and Avars, swept through c. 400–600 AD, but were unable to dislodge the Slavic presence.
=== Kievan Rus' ===
In the 9th century, the territory of modern Belarus became part of Kievan Rus', a vast East Slavic state ruled by the Rurikids. Upon the death of its ruler Yaroslav the Wise in 1054, the state split into independent principalities. The Battle on the Nemiga River in 1067 was one of the more notable events of the period, the date of which is considered the founding date of Minsk.
Many early principalities were virtually razed or severely affected by a major Mongol invasion in the 13th century, but the lands of modern-day Belarus avoided the brunt of the invasion and eventually joined the Grand Duchy of Lithuania. There are no sources of military seizure, but the annals affirm the alliance and united foreign policy of Polotsk and Lithuania for decades. Trying to avoid the "Tatar yoke", the Principality of Minsk sought protection from Lithuanian princes further north and in 1242, the Principality of Minsk became a part of the expanding Grand Duchy of Lithuania.Incorporation into the Grand Duchy of Lithuania resulted in an economic, political and ethno-cultural unification of Belarusian lands. Of the principalities held by the duchy, nine of them were settled by a population that would eventually become the Belarusians. During this time, the duchy was involved in several military campaigns, including fighting on the side of Poland against the Teutonic Knights at the Battle of Grunwald in 1410; the joint victory allowed the duchy to control the northwestern borderlands of Eastern Europe.The Muscovites, led by Ivan III of Russia, began military campaigns in 1486 in an attempt to incorporate the former lands of Kievan Rus', including the territories of modern-day Belarus and Ukraine.
=== Polish–Lithuanian Commonwealth ===
On 2 February 1386, the Grand Duchy of Lithuania and the Kingdom of Poland were joined in a personal union through a marriage of their rulers. This union set in motion the developments that eventually resulted in the formation of the Polish–Lithuanian Commonwealth, created in 1569 by the Union of Lublin.The Lithuanian nobles were forced to seek rapprochement with the Poles because of a potential threat from Muscovy. To strengthen their independence within the format of the union, three editions of the Statutes of Lithuania were issued in the second half of the 16th century. The third Article of the Statutes established that all lands of the duchy will be eternally within the Grand Duchy of Lithuania and never enter as a part of other states. The Statutes allowed the right to own land only to noble families of the Grand Duchy of Lithuania. Anyone from outside the duchy gaining rights to a property would actually own it only after swearing allegiance to the Grand Duke of Lithuania (a title dually held by the King of Poland). These articles were aimed to defend the rights of the Lithuanian nobility within the duchy against Polish and other nobles of the Polish–Lithuanian Commonwealth.In the years following the union, the process of gradual Polonization of both Lithuanians and Ruthenians gained steady momentum. In culture and social life, both the Polish language and Catholicism became dominant, and in 1696, Polish replaced Ruthenian as the official language, with Ruthenian being banned from administrative use. However, the Ruthenian peasants continued to speak their native language. Also, the Belarusian Byzantine Catholic Church was formed by the Poles in order to bring Orthodox Christians into the See of Rome. The Belarusian church entered into a full communion with the Latin Church through the Union of Brest in 1595, while keeping its Byzantine liturgy in the Church Slavonic language.
The Statutes were initially issued in the Ruthenian language alone and later also in Polish. Around 1840 the Statutes were banned by the Russian tsar following the November Uprising. Ukrainian lands used them until the 1860s.
=== Russian Empire ===
The union between Poland and Lithuania ended in 1795 with the Third Partition of Poland by Imperial Russia, Prussia, and Austria. The Belarusian territories acquired by the Russian Empire under the reign of Catherine II were included into the Belarusian Governorate (Russian: Белорусское генерал-губернаторство) in 1796 and held until their occupation by the German Empire during World War I.Under Nicholas I and Alexander III the national cultures were repressed. Policies of Polonization changed by Russification, which included the return to Orthodox Christianity of Belarusian Uniates. Belarusian language was banned in schools while in neighboring Samogitia primary school education with Samogitian literacy was allowed.In a Russification drive in the 1840s, Nicholas I prohibited use of the Belarusian language in public schools, campaigned against Belarusian publications and tried to pressure those who had converted to Catholicism under the Poles to reconvert to the Orthodox faith. In 1863, economic and cultural pressure exploded in a revolt, led by Konstanty Kalinowski (also known as Kastus). After the failed revolt, the Russian government reintroduced the use of Cyrillic to Belarusian in 1864 and no documents in Belarusian were permitted by the Russian government until 1905.During the negotiations of the Treaty of Brest-Litovsk, Belarus first declared independence under German occupation on 25 March 1918, forming the Belarusian People's Republic. Immediately afterwards, the Polish–Soviet War ignited, and the territory of Belarus was divided between Poland and Soviet Russia. The Rada of the Belarusian Democratic Republic exists as a government in exile ever since then; in fact, it is currently the world's longest serving government in exile.
=== Early states and interwar period ===
The Belarusian People's Republic was the first attempt to create an independent Belarusian state under the name "Belarus". Despite significant efforts, the state ceased to exist, primarily because the territory was continually dominated by the German Imperial Army and the Imperial Russian Army in World War I, and then the Bolshevik Red Army. It existed from only 1918 to 1919 but created prerequisites for the formation of a Belarusian state. The choice of name was probably based on the fact that core members of the newly formed government were educated in tsarist universities, with corresponding emphasis on the ideology of West-Russianism.The Republic of Central Lithuania was a short-lived political entity, which was the last attempt to restore Lithuania in the historical confederacy state (it was also supposed to create Lithuania Upper and Lithuania Lower). The republic was created in 1920 following the staged rebellion of soldiers of the 1st Lithuanian–Belarusian Division of the Polish Army under Lucjan Żeligowski. Centered on the historical capital of the Grand Duchy of Lithuania, Vilna (Lithuanian: Vilnius, Polish: Wilno), for 18 months the entity served as a buffer state between Poland, upon which it depended, and Lithuania, which claimed the area. After a variety of delays, a disputed election took place on 8 January 1922, and the territory was annexed to Poland. Żeligowski later in his memoir which was published in London in 1943 condemned the annexation of the Republic by Poland, as well as the policy of closing Belarusian schools and general disregard of Marshal Józef Piłsudski's confederation plans by Polish ally.
In January 1919, a part of Belarus under Bolshevik Russian control was declared the Socialist Soviet Republic of Byelorussia (SSRB) for just two months, but then merged with the Lithuanian Soviet Socialist Republic (LSSR) to form the Socialist Soviet Republic of Lithuania and Belorussia (SSR LiB), which lost control of its territories by August.
The Byelorussian Soviet Socialist Republic (BSSR) was created in July 1920.The contested lands were divided between Poland and the Soviet Union after the war ended in 1921, and the Byelorussian SSR became a founding member of the Union of Soviet Socialist Republics in 1922. In the 1920s and 1930s, Soviet agricultural and economic policies, including collectivization and five-year plans for the national economy, led to famine and political repression.The western part of modern Belarus remained part of the Second Polish Republic. After an early period of liberalization, tensions between increasingly nationalistic Polish government and various increasingly separatist ethnic minorities started to grow, and the Belarusian minority was no exception. The polonization drive was inspired and influenced by the Polish National Democracy, led by Roman Dmowski, who advocated refusing Belarusians and Ukrainians the right for a free national development. A Belarusian organization, the Belarusian Peasants' and Workers' Union, was banned in 1927, and opposition to Polish government was met with state repressions. Nonetheless, compared to the (larger) Ukrainian minority, Belarusians were much less politically aware and active, and thus suffered fewer repressions than the Ukrainians. In 1935, after the death of Piłsudski, a new wave of repressions was released upon the minorities, with many Orthodox churches and Belarusian schools being closed. Use of the Belarusian language was discouraged. Belarusian leadership was sent to Bereza Kartuska prison.
=== World War II ===
In September 1939, the Soviet Union invaded and occupied eastern Poland, following the German invasion of Poland two weeks earlier which marked the beginning of World War II. The territories of Western Belorussia were annexed and incorporated into the Byelorussian SSR. The Soviet-controlled Byelorussian People's Council officially took control of the territories, whose populations consisted of a mixture of Poles, Ukrainians, Belarusians and Jews, on 28 October 1939 in Białystok. Nazi Germany invaded the Soviet Union in 1941. The defense of Brest Fortress was the first major battle of Operation Barbarossa.
The Byelorussian SSR was the hardest-hit Soviet republic in World War II; it remained under German occupation until 1944. The German Generalplan Ost called for the extermination, expulsion, or enslavement of most or all Belarusians for the purpose of providing more living space in the East for Germans. Most of Western Belarus became part of the Reichskommissariat Ostland in 1941, but in 1943 the German authorities allowed local collaborators to set up a client state, the Belarusian Central Council.During World War II, Belarus was home to a variety of guerrilla movements, including Jewish, Polish, and Soviet partisans. Belarusian partisan formations formed a large part of the Soviet partisans, and in the modern day these partisans have formed a core part of the Belarusian national identity, with Belarus continuing to refer to itself as the "partisan republic" since the 1970s. Following the war, many former Soviet partisans entered positions of government, among them Pyotr Masherov and Kirill Mazurov, both of whom were First Secretary of the Communist Party of Byelorussia. Until the late 1970s, the Belarusian government was almost entirely composed of former partisans. Numerous pieces of media have been made about the Belarusian partisans, including the 1985 film Come and See and the works of authors Ales Adamovich and Vasil Bykaŭ.
The German occupation in 1941–1944 and war on the Eastern Front devastated Belarus. During that time, 209 out of 290 towns and cities were destroyed, 85% of the republic's industry, and more than one million buildings. After the war, it was estimated that 2.2 million local inhabitants had died and of those some 810,000 were combatants—some foreign. This figure represented a staggering quarter of the prewar population. In the 1990s some raised the estimate even higher, to 2.7 million. The Jewish population of Belarus was devastated during the Holocaust and never recovered. The population of Belarus did not regain its pre-war level until 1971. Belarus was also hit hard economically, losing around half of its economic resources.
=== Post-war ===
After the war, Belarus was among the 51 founding member states of the United Nations Charter and as such it was allowed an additional vote at the UN, on top of the Soviet Union's vote. Vigorous postwar reconstruction promptly followed the end of the war and the Byelorussian SSR became a major center of manufacturing in the western USSR, creating jobs and attracting ethnic Russians. The borders of the Byelorussian SSR and Poland were redrawn, in accord with the 1919-proposed Curzon Line.Joseph Stalin implemented a policy of Sovietization to isolate the Byelorussian SSR from Western influences. This policy involved sending Russians from various parts of the Soviet Union and placing them in key positions in the Byelorussian SSR government. After Stalin's death in 1953, Nikita Khrushchev continued his predecessor's cultural hegemony program, stating, "The sooner we all start speaking Russian, the faster we shall build communism."Soviet Belarusian communist politician Andrei Gromyko, who served as Soviet foreign minister (1957–1985) and as Chairman of the Presidium of the Supreme Soviet (1985–1988), was responsible for many top decisions on Soviet foreign policy until he was replaced by Eduard Shevardnadze. In 1986, the Byelorussian SSR was contaminated with most (70%) of the nuclear fallout from the explosion at the Chernobyl power plant located 16 km beyond the border in the neighboring Ukrainian SSR.By the late 1980s, political liberalization led to a national revival, with the Belarusian Popular Front becoming a major pro-independence force.
=== Independence ===
In March 1990, elections for seats in the Supreme Soviet of the Byelorussian SSR took place. Though the opposition candidates, mostly associated with the pro-independence Belarusian Popular Front, took only 10% of the seats, Belarus declared itself sovereign on 27 July 1990 by issuing the Declaration of State Sovereignty of the Belarusian Soviet Socialist Republic.Mass protests erupted in April 1991 and became known as the 1991 Belarusian strikes. With the support of the Communist Party of Byelorussia, the country's name was changed to the Republic of Belarus on 25 August 1991. Stanislav Shushkevich, the chairman of the Supreme Soviet of Belarus, met with Boris Yeltsin of Russia and Leonid Kravchuk of Ukraine on 8 December 1991 in Białowieża Forest to formally declare the dissolution of the Soviet Union and the formation of the Commonwealth of Independent States.
=== Lukashenko era ===
A national constitution was adopted in March 1994 in which the functions of prime minister were given to the President of Belarus. A two-round election for the presidency on 24 June 1994 and 10 July 1994 catapulted the formerly unknown Alexander Lukashenko into national prominence. He garnered 45% of the vote in the first round and 80% in the second, defeating Vyacheslav Kebich who received 14% of the vote. The elections were the first and only free elections in Belarus after independence.The 2000s saw a number of economic disputes between Belarus and its primary economic partner, Russia. The first one was the 2004 Russia–Belarus energy dispute when Russian energy giant Gazprom ceased the import of gas into Belarus because of price disagreements. The 2007 Russia–Belarus energy dispute centered on accusations by Gazprom that Belarus was siphoning oil off of the Druzhba pipeline that runs through Belarus. Two years later the so-called Milk War, a trade dispute, started when Russia wanted Belarus to recognize the independence of Abkhazia and South Ossetia and through a series of events ended up banning the import of dairy products from Belarus.
In 2011, Belarus suffered a severe economic crisis attributed to Lukashenko's government's centralized control of the economy, with inflation reaching 108.7%. Around the same time the 2011 Minsk Metro bombing occurred in which 15 people were killed and 204 were injured. Two suspects, who were arrested within two days, confessed to being the perpetrators and were executed by shooting in 2012. The official version of events as publicised by the Belarusian government was questioned in the unprecedented wording of the UN Security Council statement condemning "the apparent terrorist attack" intimating the possibility that the Belarusian government itself was behind the bombing.
Mass protests erupted across the country following the disputed 2020 Belarusian presidential election, in which Lukashenko sought a sixth term in office. Neighbouring countries Poland and Lithuania do not recognize Lukashenko as the legitimate president of Belarus and the Lithuanian government has allotted a residence for main opposition candidate Sviatlana Tsikhanouskaya and other members of the Belarusian opposition in Vilnius. Neither is Lukashenko recognized as the legitimate president of Belarus by the European Union, Canada, the United Kingdom nor the United States. The European Union, Canada, the United Kingdom and the United States have all imposed sanctions against Belarus because of the rigged election and political oppression during the ongoing protests in the country. Further sanctions were imposed in 2022 following the country's role and complicity in the Russian invasion of Ukraine; Russian troops were allowed to stage part of the invasion from Belarusian territory. These include not only corporate offices and individual officers of government but also private individuals who work in the state-owned enterprise industrial sector. Norway and Japan have joined the sanctions regime which aims to isolate Belarus from the international supply chain. Most major Belarusian banks are also under restrictions.
== Geography ==
Belarus lies between latitudes 51° and 57° N, and longitudes 23° and 33° E. Its extension from north to south is 560 km (350 mi), from west to east is 650 km (400 mi). It is landlocked, relatively flat, and contains large tracts of marshy land. About 40% of Belarus is covered by forests. The country lies within two ecoregions: Sarmatic mixed forests and Central European mixed forests.Many streams and 11,000 lakes are found in Belarus. Three major rivers run through the country: the Neman, the Pripyat, and the Dnieper. The Neman flows westward towards the Baltic sea and the Pripyat flows eastward to the Dnieper; the Dnieper flows southward towards the Black Sea.
The highest point is Dzyarzhynskaya Hara (Dzyarzhynsk Hill) at 345 metres (1,132 ft), and the lowest point is on the Neman River at 90 m (295 ft). The average elevation of Belarus is 160 m (525 ft) above sea level. The climate features mild to cold winters, with January minimum temperatures ranging from −4 °C (24.8 °F) in southwest (Brest) to −8 °C (17.6 °F) in northeast (Vitebsk), and cool and moist summers with an average temperature of 18 °C (64.4 °F). Belarus has an average annual rainfall of 550 to 700 mm (21.7 to 27.6 in). The country is in the transitional zone between continental climates and maritime climates.Natural resources include peat deposits, small quantities of oil and natural gas, granite, dolomite (limestone), marl, chalk, sand, gravel, and clay. About 70% of the radiation from neighboring Ukraine's 1986 Chernobyl nuclear disaster entered Belarusian territory, and about a fifth of Belarusian land (principally farmland and forests in the southeastern regions) was affected by radiation fallout. The United Nations and other agencies have aimed to reduce the level of radiation in affected areas, especially through the use of caesium binders and rapeseed cultivation, which are meant to decrease soil levels of caesium-137.Belarus borders five countries: Latvia to the north, Lithuania to the northwest, Poland to the west, Russia to the north and the east, and Ukraine to the south. Treaties in 1995 and 1996 demarcated Belarus's borders with Latvia and Lithuania, and Belarus ratified a 1997 treaty establishing the Belarus-Ukraine border in 2009. Belarus and Lithuania ratified final border demarcation documents in February 2007.
== Government and politics ==
Belarus, by constitution, is a presidential republic with separation of powers, governed by a president and the National Assembly. However, Belarus has been led by a highly centralized and authoritarian government, and has often been described as "Europe's last dictatorship" and president Alexander Lukashenko as "Europe's last dictator" by some media outlets, politicians and authors. Belarus has been considered an autocracy where power is ultimately concentrated in the hands of the president, elections are not free and judicial independence is weak. The Council of Europe removed Belarus from its observer status since 1997 as a response for election irregularities in the November 1996 constitutional referendum and parliament by-elections. Re-admission of the country into the council is dependent on the completion of benchmarks set by the council, including the improvement of human rights, rule of law, and democracy.The term for each presidency is five years. Under the 1994 constitution, the president could serve for only two terms as president, but a change in the constitution in 2004 eliminated term limits. Lukashenko has been the president of Belarus since 1994. In 1996, Lukashenko called for a controversial vote to extend the presidential term from five to seven years, and as a result the election that was supposed to occur in 1999 was pushed back to 2001. The referendum on the extension was denounced as a "fantastic" fake by the chief electoral officer, Viktar Hanchar, who was removed from the office for official matters only during the campaign. The National Assembly is a bicameral parliament comprising the 110-member House of Representatives (the lower house) and the 64-member Council of the Republic (the upper house).
The House of Representatives has the power to appoint the prime minister, make constitutional amendments, call for a vote of confidence on the prime minister, and make suggestions on foreign and domestic policy. The Council of the Republic has the power to select various government officials, conduct an impeachment trial of the president, and accept or reject the bills passed by the House of Representatives. Each chamber has the ability to veto any law passed by local officials if it is contrary to the constitution.The government includes a Council of Ministers, headed by the prime minister and five deputy prime ministers. The members of this council need not be members of the legislature and are appointed by the president. The judiciary comprises the Supreme Court and specialized courts such as the Constitutional Court, which deals with specific issues related to constitutional and business law. The judges of national courts are appointed by the president and confirmed by the Council of the Republic. For criminal cases, the highest court of appeal is the Supreme Court. The Belarusian Constitution forbids the use of special extrajudicial courts.
=== Elections ===
Lukashenko was officially re-elected as president in 2001, in 2006, in 2010, in 2015 and again in 2020, although none of those elections were considered free or fair nor democratic.Neither the pro-Lukashenko parties, such as the Belarusian Social Sporting Party and the Republican Party of Labour and Justice (RPTS), nor the People's Coalition 5 Plus opposition parties, such as the BPF Party and the United Civic Party, won any seats in the 2004 elections. The Organization for Security and Co-operation in Europe (OSCE) ruled that the elections were unfair because opposition candidates were arbitrarily denied registration and the election process was designed to favor the ruling party.
In the 2006 presidential election, Lukashenko was opposed by Alaksandar Milinkievič, who represented a coalition of opposition parties, and by Alyaksandr Kazulin of the Social Democrats. Kazulin was detained and beaten by police during protests surrounding the All Belarusian People's Assembly. Lukashenko won the election with 80% of the vote; the Russian Federation and the CIS deemed the vote open and fair while the OSCE and other organizations called the election unfair.After the December completion of the 2010 presidential election, Lukashenko was elected to a fourth straight term with nearly 80% of the vote in elections. The runner-up opposition leader Andrei Sannikov received less than 3% of the vote; independent observers criticized the election as fraudulent. When opposition protesters took to the streets in Minsk, many people, including some presidential candidates, were beaten and arrested by the riot police. Many of the candidates, including Sannikov, were sentenced to prison or house arrest for terms which are mainly and typically over four years. Six months later amid an unprecedented economic crisis, activists utilized social networking to initiate a fresh round of protests characterized by wordless hand-clapping.In the 2012 parliamentary election, 105 of the 110 members elected to the House of Representatives were not affiliated with any political party. The Communist Party of Belarus won 3 seats, and the Belarusian Agrarian Party and RPTS, one each. Most non-partisans represent a wide scope of social organizations such as workers' collectives, public associations, and civil society organizations, similar to the composition of the Soviet legislature.In the 2020 presidential election, Lukashenko won again with official results giving him 80% of the vote, leading to mass protests. The European Union and the United Kingdom did not recognise the result and the EU imposed sanctions.
=== Foreign relations ===
The Byelorussian SSR was one of the two Soviet republics that joined the United Nations along with the Ukrainian SSR as one of the original 51 members in 1945. Belarus and Russia have been close trading partners and diplomatic allies since the breakup of the Soviet Union. Belarus is dependent on Russia for imports of raw materials and for its export market.The Union State, a supranational confederation between Belarus and Russia, was established in a 1996–99 series of treaties that called for monetary union, equal rights, single citizenship, and a common foreign and defense policy. However, the future of the union has been placed in doubt because of Belarus's repeated delays of monetary union, the lack of a referendum date for the draft constitution, and a dispute over the petroleum trade. Belarus was a founding member of the Commonwealth of Independent States (CIS). Belarus has trade agreements with several European Union member states (despite other member states' travel ban on Lukashenko and top officials), including neighboring Latvia, Lithuania, and Poland. Travel bans imposed by the European Union have been lifted in the past in order to allow Lukashenko to attend diplomatic meetings and also to engage his government and opposition groups in dialogue.
Bilateral relations with the United States are strained; the United States had not had an ambassador in Minsk since 2007 and Belarus never had an ambassador in Washington since 2008. Diplomatic relations remained tense, and in 2004, the United States passed the Belarus Democracy Act, which authorized funding for anti-government Belarusian NGOs, and prohibited loans to the Belarusian government, except for humanitarian purposes.Relations between China and Belarus are close, with Lukashenko visiting China multiple times during his tenure. Belarus also has strong ties with Syria, considered a key partner in the Middle East. In addition to the CIS, Belarus is a member of the Eurasian Economic Union (previously the Eurasian Economic Community), the Collective Security Treaty Organization, the international Non-Aligned Movement since 1998, and the Organization on Security and Cooperation in Europe (OSCE). As an OSCE member state, Belarus's international commitments are subject to monitoring under the mandate of the U.S. Helsinki Commission. Belarus is included in the European Union's Eastern Partnership program, part of the EU's European Neighbourhood Policy (ENP), which aims to bring the EU and its neighbours closer in economic and geopolitical terms. However, Belarus suspended its participation in the Eastern Partnership program on 28 June 2021, after the EU imposed more sanctions against the country.
=== Military ===
Lieutenant General Viktor Khrenin heads the Ministry of Defence, and Alexander Lukashenko (as president) serves as Commander-in-Chief. The armed forces were formed in 1992 using parts of the former Soviet Armed Forces on the new republic's territory. The transformation of the ex-Soviet forces into the Armed Forces of Belarus, which was completed in 1997, reduced the number of its soldiers by 30,000 and restructured its leadership and military formations.Most of Belarus's service members are conscripts, who serve for 12 months if they have higher education or 18 months if they do not. Demographic decreases in the Belarusians of conscription age have increased the importance of contract soldiers, who numbered 12,000 in 2001. In 2005, about 1.4% of Belarus's gross domestic product was devoted to military expenditure.Belarus has not expressed a desire to join NATO but has participated in the Individual Partnership Program since 1997, and Belarus provided refueling and airspace support for the International Security Assistance Force mission in Afghanistan. Belarus first began to cooperate with NATO upon signing documents to participate in their Partnership for Peace Program in 1995. However, Belarus cannot join NATO because it is a member of the CSTO. Tensions between NATO and Belarus peaked after the March 2006 presidential election in Belarus.
=== Human rights and corruption ===
Amnesty International, and Human Rights Watch have criticized Lukashenko's violations of human rights. Belarus's Democracy Index rating is the lowest in Europe, the country is labelled as "not free" by Freedom House, as "repressed" in the Index of Economic Freedom, and in the Press Freedom Index published by Reporters Without Borders, Belarus is ranked 153th out of 180 countries for 2022. The Belarusian government is also criticized for human rights violations and its persecution of non-governmental organizations, independent journalists, national minorities, and opposition politicians. Lukashenko announced a new law in 2014 that will prohibit kolkhoz workers (around 9% of total work force) from leaving their jobs at will—a change of job and living location will require permission from governors. The law was compared with serfdom by Lukashenko himself. Similar regulations were introduced for the forestry industry in 2012. Belarus is the only European country still using capital punishment, having carried out executions in 2011. LGBT rights in the country are also ranked among the lowest in Europe.The judicial system in Belarus lacks independence and is subject to political interference. Corrupt practices such as bribery often took place during tender processes, and whistleblower protection and national ombudsman are lacking in Belarus's anti-corruption system.On 1 September 2020, the Office of the United Nations High Commissioner for Human Rights declared that its experts received reports of 450 documented cases of torture and ill-treatment of people who were arrested during the protests following the presidential election. The experts also received reports of violence against women and children, including sexual abuse and rape with rubber batons. At least three detainees suffered injuries indicative of sexual violence in Okrestino prison in Minsk or on the way there. The victims were hospitalized with intramuscular bleeding of the rectum, anal fissure and bleeding, and damage to the mucous membrane of the rectum. In an interview from September 2020 Lukashenko claimed that detainees faked their bruises, saying, "Some of the girls there had their butts painted in blue".On 23 May 2021, Belarusian authorities forcibly diverted a Ryanair flight from Athens to Vilnius in order to detain opposition activist and journalist Roman Protasevich along with his girlfriend; in response, the European Union imposed stricter sanctions on Belarus. In May 2021, Lukashenko threatened that he will flood the European Union with migrants and drugs as a response to the sanctions. In July 2021, Belarusian authorities launched a hybrid warfare by human trafficking of migrants to the European Union. Lithuanian authorities and top European officials Ursula von der Leyen, Josep Borrell condemned the usage of migrants as a weapon and suggested that Belarus could be subject to further sanctions. In August 2021, Belarusian officials, wearing uniforms, riot shields and helmets, were recorded on camera near the Belarus–Lithuania border pushing and urging the migrants to cross the European Union border. Following the granting of humanitarian visas to an Olympic athlete Krystsina Tsimanouskaya and her husband, Poland also accused Belarus for organizing a hybrid warfare as the number of migrants crossing the Belarus–Poland border sharply increased multiple times when compared to the 2020 statistics. Illegal migrants numbers also exceeded the previous annual numbers in Latvia. On 2 December 2021, the United States, European Union, United Kingdom and Canada imposed new sanctions on Belarus.
=== Administrative divisions ===
Belarus is divided into six regions called oblasts (Belarusian: вобласць; Russian: область), which are named after the cities that serve as their administrative centers: Brest, Gomel, Grodno, Mogilev, Minsk, and Vitebsk. Each region has a provincial legislative authority, called a region council (Belarusian: абласны Савет Дэпутатаў; Russian: Областной Совет депутатов), which is elected by its residents, and a provincial executive authority called a region administration (Belarusian: абласны выканаўчы камітэт; Russian: областной исполнительный комитет), whose chairman is appointed by the president. The regions are further subdivided into 118 raions, commonly translated as districts (Belarusian: раён; Russian: район). Each raion has its own legislative authority, or raion council, (Belarusian: раённы Савет Дэпутатаў; Russian: районный Совет депутатов) elected by its residents, and an executive authority or raion administration appointed by oblast executive powers. The city of Minsk is split into nine districts and enjoys special status as the nation's capital at the same administration level as the oblasts. It is run by an executive committee and has been granted a charter of self-rule.
=== Local government ===
Local government in Belarus is administered by administrative-territorial units (Belarusian: адміністрацыйна-тэрытарыяльныя адзінкі; Russian: административно-территориальные единицы), and occurs on two levels: basic and primary. At the basic level are 118 raions councils and 10 cities of oblast subordination councils, which are supervised by the governments of the oblasts. At the primary level are 14 cities of raion subordination councils, 8 urban-type settlements councils, and 1,151 village councils. The councils are elected by their residents, and have executive committees appointed by their executive committee chairs. The chairs of executive committees for raions and city of oblast subordinations are appointed by the regional executive committees at the level above; the chairs of executive committees for towns of raion subordination, settlements and villages are appointed by their councils, but upon the recommendation of the raion executive committees. In either case, the councils have the power to approve or reject a nonimee for executive committee chair.
Settlements without their own local council and executive committee are called territorial units (Belarusian: тэрытарыяльныя адзінкі; Russian: территориальные единицы). These territorial units may also be classified as a city of regional or raion subordination, urban-type settlement or rural settlement, but whose government is administered by the council of another primary or basic unit. In October 1995, a presidential decree abolished the local governments of cities of raion subordination and urban-type settlements which served as the administrative center of raions, demoting them from administrative-territorial units to territorial units.As for 2019, the administrative-territorial and territorial units include 115 cities, 85 urban-type settlements, and 23,075 rural settlements.
== Economy ==
Belarus is a developing country. However, its 60th place ranking in the United Nations' Human Development Index places it in the category of states with "very high" human development. It is one of the most equal countries in the world, with one of the lowest Gini-coefficient measures of national resource distribution, and it ranks 82nd in GDP per capita. Belarus has trade relations with over 180 countries. The main trading partners are Russia, which accounts for about 45% of Belarusian exports and 55% of imports, and the EU countries, which account for 25% of exports and 20% of imports.
In 2019 the share of manufacturing in GDP was 31%, over two-thirds of this amount falls on manufacturing industries. The number of people employed in the industry is 34.7% of the working population. The growth rate is much lower than for the economy as a whole—about 2.2% in 2021. At the time of the dissolution of the Soviet Union in 1991, Belarus was one of the world's most industrially developed states by percentage of GDP as well as the richest CIS member-state.
In 2015, 39.3% of Belarusians were employed by state-controlled companies, 57.2% were employed by private companies (in which the government has a 21.1% stake) and 3.5% were employed by foreign companies. The country relies on Russia for various imports, including petroleum. Important agricultural products include potatoes and cattle byproducts, including meat. In 1994, Belarus's main exports included heavy machinery (especially tractors), agricultural products, and energy products.
Economically, Belarus involved itself in the CIS, Eurasian Economic Community, and Union with Russia.In the 1990s, however, industrial production plunged due to decreases in imports, investment, and demand for Belarusian products from its trading partners. GDP only began to rise in 1996; the country was the fastest-recovering former Soviet republic in the terms of its economy. In 2006, GDP amounted to US$83.1 billion in purchasing power parity (PPP) dollars (estimate), or about $8,100 per capita. In 2005, GDP increased by 9.9%; the inflation rate averaged 9.5%.Since the disintegration of the Soviet Union, under Lukashenko's leadership, Belarus has maintained government control over key industries and eschewed the large-scale privatizations seen in other former Soviet republics.Due to its failure to protect labor rights, including passing laws forbidding unemployment or working outside of state-controlled sectors, Belarus lost its EU Generalized System of Preferences status on 21 June 2007, which raised tariff rates to their prior most favored nation levels. Belarus applied to become a member of the World Trade Organization in 1993.The labor force consists of more than four million people, among whom women hold slightly more jobs than men. In 2005, nearly a quarter of the population was employed by industrial factories. Employment is also high in agriculture, manufacturing sales, trading goods, and education. The unemployment rate, according to government statistics, was 1.5% in 2005. There were 679,000 unemployed Belarusians, two-thirds of whom were women. The unemployment rate has been in decline since 2003, and the overall rate of employment is the highest since statistics were first compiled in 1995.
The currency of Belarus is the Belarusian ruble. The currency was introduced in May 1992 to replace the Soviet ruble and it has undergone redenomination twice since then. The first coins of the Republic of Belarus were issued on 27 December 1996. The ruble was reintroduced with new values in 2000 and has been in use ever since. As part of the Union of Russia and Belarus, both states have discussed using a single currency along the same lines as the Euro. This led to a proposal that the Belarusian ruble be discontinued in favor of the Russian ruble (RUB), starting as early as 1 January 2008. The National Bank of Belarus abandoned pegging the Belarusian ruble to the Russian ruble in August 2007.On 23 May 2011, the ruble depreciated 56% against the United States dollar. The depreciation was even steeper on the black market and financial collapse seemed imminent as citizens rushed to exchange their rubles for dollars, euros, durable goods, and canned goods. On 1 June 2011, Belarus requested an economic rescue package from the International Monetary Fund. A new currency, the new Belarusian ruble (ISO 4217 code: BYN) was introduced in July 2016, replacing the Belarusian ruble in a rate of 1:10,000 (10,000 old ruble = 1 new ruble). From 1 July until 31 December 2016, the old and new currencies were in parallel circulation and series 2000 notes and coins could be exchanged for series 2009 from 1 January 2017 to 31 December 2021. This redenomination can be considered an effort to fight the high inflation rate. On 6 October 2022, Lukashenka has banned price increases to combat rise of food prices. In January 2023, Belarus legalized copyright infringement of media and intellectual property created by "unfriendly" foreign nations.The banking system of Belarus consists of two levels: Central Bank (National Bank of the Republic of Belarus) and 25 commercial banks.
== Demographics ==
According to the 2019 census the population was 9.41 million with ethnic Belarusians constituting 84.9% of Belarus's total population. Minority groups include: Russians (7.5%), Poles (3.1%), and Ukrainians (1.7%).
Belarus has a population density of about 50 people per square kilometre (127 per sq mi); 70% of its total population is concentrated in urban areas. Minsk, the nation's capital and largest city, was home to 1,937,900 residents in 2015. Gomel, with a population of 481,000, is the second-largest city and serves as the capital of the Gomel Region. Other large cities are Mogilev (365,100), Vitebsk (342,400), Grodno (314,800) and Brest (298,300).Like many other Eastern European countries, Belarus has a negative population growth rate and a negative natural growth rate. In 2007, Belarus's population declined by 0.41% and its fertility rate was 1.22, well below the replacement rate. Its net migration rate is +0.38 per 1,000, indicating that Belarus experiences slightly more immigration than emigration. As of 2015, 69.9% of Belarus's population is aged 14 to 64; 15.5% is under 14, and 14.6% is 65 or older. Its population is also aging; the median age of 30–34 is estimated to rise to between 60 and 64 in 2050. There are about 0.87 males per female in Belarus. The average life expectancy is 72.15 (66.53 years for men and 78.1 years for women). Over 99% of Belarusians aged 15 and older are literate.
=== Religion and languages ===
According to the census of November 2011, 58.9% of all Belarusians adhered to some kind of religion; out of those, Eastern Orthodoxy made up about 82%: Eastern Orthodox in Belarus are mainly part of the Belarusian Exarchate of the Russian Orthodox Church, though a small Belarusian Autocephalous Orthodox Church also exists. Roman Catholicism is practiced mostly in the western regions, and there are also different denominations of Protestantism. Minorities also practice Greek Catholicism, Judaism, Islam and neo-paganism. Overall, 48.3% of the population is Orthodox Christian, 41.1% is not religious, 7.1% is Roman Catholic and 3.3% follows other religions.Belarus's Catholic minority is concentrated in the western part of the country, especially around Grodno, consisting in a mixture of Belarusians and the country's Polish and Lithuanian minorities. President Lukashenko has stated that Orthodox and Catholic believers are the "two main confessions in our country".Belarus was once a major center of European Jews, with 10% of the population being Jewish. But since the mid-20th century, the number of Jews has been reduced by the Holocaust, deportation, and emigration, so that today it is a very small minority of less than one percent. The Lipka Tatars, numbering over 15,000, are predominantly Muslims. According to Article 16 of the Constitution, Belarus has no official religion. While the freedom of worship is granted in the same article, religious organizations deemed harmful to the government or social order can be prohibited.Belarus's two official languages are Russian and Belarusian; Russian is the most common language spoken at home, used by 70% of the population, while Belarusian, the official first language, is spoken at home by 23%. Minorities also speak Polish, Ukrainian and Eastern Yiddish. Belarusian, although not as widely used as Russian, is the mother tongue of 53.2% of the population, whereas Russian is the mother tongue of only 41.5%.
== Culture ==
=== Arts and literature ===
The Belarusian government sponsors annual cultural festivals such as the Slavianski Bazaar in Vitebsk, which showcases Belarusian performers, artists, writers, musicians, and actors. Several state holidays, such as Independence Day and Victory Day, draw big crowds and often include displays such as fireworks and military parades, especially in Vitebsk and Minsk. The government's Ministry of Culture finances events promoting Belarusian arts and culture both inside and outside the country.
Belarusian literature began with 11th- to 13th-century religious scripture, such as the 12th-century poetry of Cyril of Turaw.By the 16th century, Polotsk resident Francysk Skaryna translated the Bible into Belarusian. It was published in Prague and Vilnius sometime between 1517 and 1525, making it the first book printed in Belarus or anywhere in Eastern Europe. The modern era of Belarusian literature began in the late 19th century; one prominent writer was Yanka Kupala. Many Belarusian writers of the time, such as Uładzimir Žyłka, Kazimir Svayak, Yakub Kolas, Źmitrok Biadula, and Maksim Haretski, wrote for Nasha Niva, a Belarusian-language paper published that was previously published in Vilnius but now is published in Minsk.After Belarus was incorporated into the Soviet Union, the Soviet government took control of the Republic's cultural affairs. At first, a policy of "Belarusianization" was followed in the newly formed Byelorussian SSR. This policy was reversed in the 1930s, and the majority of prominent Belarusian intellectuals and nationalist advocates were either exiled or killed in Stalinist purges. The free development of literature occurred only in Polish-held territory until Soviet occupation in 1939. Several poets and authors went into exile after the Nazi occupation of Belarus and would not return until the 1960s.
The last major revival of Belarusian literature occurred in the 1960s with novels published by Vasil Bykaŭ and Uladzimir Karatkievich. An influential author who devoted his work to awakening the awareness of the catastrophes the country has suffered, was Ales Adamovich. He was named by Svetlana Alexievich, the Belarusian winner of the Nobel Prize in Literature 2015, as "her main teacher, who helped her to find a path of her own".Music in Belarus largely comprises a rich tradition of folk and religious music. The country's folk music traditions can be traced back to the times of the Grand Duchy of Lithuania. In the 19th century, Polish composer Stanisław Moniuszko composed operas and chamber music pieces while living in Minsk. During his stay, he worked with Belarusian poet Vintsent Dunin-Martsinkyevich and created the opera Sialanka (Peasant Woman). At the end of the 19th century, major Belarusian cities formed their own opera and ballet companies. The ballet Nightingale by M. Kroshner was composed during the Soviet era and became the first Belarusian ballet showcased at the National Academic Vialiki Ballet Theatre in Minsk.After the Second World War, music focused on the hardships of the Belarusian people or on those who took up arms in defense of the homeland. During this period, Anatoly Bogatyrev, creator of the opera In Polesye Virgin Forest, served as the "tutor" of Belarusian composers. The National Academic Theatre of Ballet in Minsk was awarded the Benois de la Dance Prize in 1996 as the top ballet company in the world. Rock music has become increasingly popular in recent years, though the Belarusian government has attempted to limit the amount of foreign music aired on the radio in favor of traditional Belarusian music. Since 2004, Belarus has been sending artists to the Eurovision Song Contest.Marc Chagall was born in Liozna (near Vitebsk) in 1887. He spent the World War I years in Soviet Belarus, becoming one of the country's most distinguished artists and a member of the modernist avant-garde and was a founder of the Vitebsk Arts College.
=== Dress ===
The traditional Belarusian dress originates from the Kievan Rus' period. Due to the cool climate, clothes were designed to conserve body heat and were usually made from flax or wool. They were decorated with ornate patterns influenced by the neighboring cultures: Poles, Lithuanians, Latvians, Russians, and other European nations. Each region of Belarus has developed specific design patterns. One ornamental pattern common in early dresses currently decorates the hoist of the Belarusian national flag, adopted in a disputed referendum in 1995.
=== Cuisine ===
Belarusian cuisine consists mainly of vegetables, meat (particularly pork), and bread. Foods are usually either slowly cooked or stewed. Typically, Belarusians eat a light breakfast and two hearty meals later in the day. Wheat and rye bread are consumed in Belarus, but rye is more plentiful because conditions are too harsh for growing wheat. To show hospitality, a host traditionally presents an offering of bread and salt when greeting a guest or visitor.
=== Sport ===
Belarus has competed in the Olympic Games since the 1994 Winter Olympics as an independent nation. Receiving heavy sponsorship from the government, ice hockey is the nation's second most popular sport after football. The national football team has never qualified for a major tournament; however, BATE Borisov has played in the Champions League. The national hockey team finished fourth at the 2002 Salt Lake City Olympics following a memorable upset win over Sweden in the quarterfinals and regularly competes in the World Championships, often making the quarterfinals. Numerous Belarusian players are present in the Kontinental Hockey League in Eurasia, particularly for Belarusian club HC Dinamo Minsk, and several have also played in the National Hockey League in North America. The 2014 IIHF World Championship was hosted in Belarus and the 2021 IIHF World Championship was supposed to be co-hosted in Latvia and Belarus but it was cancelled due to widespread protests and security concerns. The 2021 UEC European Track Championships in cycling was also cancelled because Belarus was not considered a safe host.
Darya Domracheva is a leading biathlete whose honours include three gold medals at the 2014 Winter Olympics. Tennis player Victoria Azarenka became the first Belarusian to win a Grand Slam singles title at the Australian Open in 2012. She also won the gold medal in mixed doubles at the 2012 Summer Olympics with Max Mirnyi, who holds ten Grand Slam titles in doubles.
Other notable Belarusian sportspeople include cyclist Vasil Kiryienka, who won the 2015 Road World Time Trial Championship, and middle-distance runner Maryna Arzamasava, who won the gold medal in the 800m at the 2015 World Championships in Athletics.
Andrei Arlovski, who was born in Babruysk, Byelorussian SSR, is a current UFC fighter and the former UFC heavyweight champion of the world.
Belarus is also known for its strong rhythmic gymnasts. Noticeable gymnasts include Inna Zhukova, who earned silver at the 2008 Beijing Olympics, Liubov Charkashyna, who earned bronze at the 2012 London Olympics and Melitina Staniouta, Bronze All-Around Medalist of the 2015 World Championships. The Belarusian senior group earned bronze at the 2012 London Olympics.
=== Telecommunications ===
Country code: .byThe state telecom monopoly, Beltelecom, holds the exclusive interconnection with Internet providers outside of Belarus. Beltelecom owns all the backbone channels that linked to the Lattelecom, TEO LT, Tata Communications (former Teleglobe), Synterra, Rostelecom, Transtelekom and MTS ISPs. Beltelecom is the only operator licensed to provide commercial VoIP services in Belarus.
=== World Heritage Sites ===
Belarus has four UNESCO-designated World Heritage Sites: the Mir Castle Complex, the Nesvizh Castle, the Belovezhskaya Pushcha (shared with Poland), and the Struve Geodetic Arc (shared with nine other countries).
== See also ==
List of Belarus-related topics
Outline of Belarus
Republican Scientific Medical Library
== Notes ==
== References ==
== Bibliography ==
== Further reading ==
== External links ==
Website of the Republic of Belarus Archived 15 January 2018 at the Wayback Machine by BelTA news agency
Belarus. The World Factbook. Central Intelligence Agency.
Belarus at Curlie
FAO Country Profiles: Belarus
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Ancient Rome
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In modern historiography, ancient Rome refers to Roman civilisation from the founding of the Italian city of Rome in the 8th century BC to the collapse of the Western Roman Empire in the 5th century AD. It encompasses the Roman Kingdom (753–509 BC), Roman Republic (509–27 BC), and Roman Empire (27 BC–476 AD) until the fall of the western empire.Ancient Rome began as an Italic settlement, traditionally dated to 753 BC, beside the River Tiber in the Italian Peninsula. The settlement grew into the city and polity of Rome, and came to control its neighbours through a combination of treaties and military strength. It eventually controlled the Italian Peninsula, assimilated the Greek culture of southern Italy (Magna Grecia) and the Etruscan culture, becoming a dominant power in the Mediterranean region and parts of Europe. It was among the largest empires in the ancient world, with an estimated 50 to 90 million inhabitants, roughly 20% of the world's population at the time. It covered around 4 million square kilometres (1.5 million square miles) at its height in AD 117.The Roman state evolved from an elective monarchy to a democratic classical republic and then to an increasingly autocratic semi-elective military dictatorship during the Empire. Through conquest, cultural, and linguistic assimilation, at its height it controlled the North African coast, Egypt, Southern Europe, and most of Western Europe, the Balkans, Crimea, and much of the Middle East, including Anatolia, Levant, and parts of Mesopotamia and Arabia. It is often grouped into classical antiquity together with ancient Greece, and their similar cultures and societies are known as the Greco-Roman world.
Ancient Roman civilisation has contributed to modern language, religion, society, technology, law, politics, government, warfare, art, literature, architecture, and engineering. Rome professionalised and expanded its military and created a system of government called res publica, the inspiration for modern republics such as the United States and France. It achieved impressive technological and architectural feats, such as the empire-wide construction of aqueducts and roads, as well as more grandiose monuments and facilities.
== Early Italy and the founding of Rome ==
Archaeological evidence of settlement around Rome starts to emerge c. 1000 BC. Large-scale organisation appears only c. 800 BC, with the first graves in the Esquiline Hill's necropolis, along with a clay and timber wall on the bottom of the Palatine Hill dating to the middle of the 8th century BC. Starting from c. 650 BC, the Romans started to drain the valley between the Capitoline and Palatine Hills, where today sits the Roman Forum. By the sixth century, the Romans were constructing the Temple of Jupiter Optimus Maximus on the Capitoline and expanding to the Forum Boarium located between the Capitoline and Aventine Hills.The Romans themselves had a founding myth, attributing their city to Romulus and Remus, offspring of Mars and a princess of the mythical city of Alba Longa. The sons, sentenced to death, were rescued by a wolf and returned to restore the Alban king and found a city. After a dispute, Romulus killed Remus and became the city's sole founder. The story dates at least to the third century, and the later Roman antiquarian Marcus Terentius Varro placed the city's foundation to 753 BC. Another legend, recorded by Greek historian Dionysius of Halicarnassus, says that Prince Aeneas led a group of Trojans on a sea voyage to found a new Troy after the Trojan War. They landed on the banks of the Tiber River and a woman travelling with them, Roma, torched their ships to prevent them leaving again. They named the settlement after her. The Roman poet Virgil recounted this legend in his classical epic poem the Aeneid, where the Trojan prince Aeneas is destined to found a new Troy.
== Kingdom ==
Literary and archaeological evidence is clear on there having been kings in Rome, attested in fragmentary 6th century BC texts. Long after the abolition of the Roman monarchy, a vestigial rex sacrorum was retained to exercise the monarch's former priestly functions. The Romans believed that their monarchy was elective, with seven legendary kings who were largely unrelated by blood.Evidence of Roman expansion is clear in the sixth century BC; by its end, Rome controlled a territory of some 780 square kilometres (300 square miles) with a population perhaps as high as 35,000. A palace, the Regia, was constructed c. 625 BC; the Romans attributed the creation of their first popular organisations and the Senate to the regal period as well. Rome also started to extend its control over its Latin neighbours. While later Roman stories like the Aeneid asserted that all Latins descended from the titular character Aeneas, a common culture is attested to archaeologically. Attested to reciprocal rights of marriage and citizenship between Latin cities—the Jus Latii—along with shared religious festivals, further indicate a shared culture. By the end of the 6th century, most of this area had become dominated by the Romans.
== Republic ==
By the end of the sixth century, Rome and many of its Italian neighbours entered a period of turbulence. Archaeological evidence implies some degree of large-scale warfare. According to tradition and later writers such as Livy, the Roman Republic was established c. 509 BC, when the last of the seven kings of Rome, Tarquin the Proud, was deposed and a system based on annually elected magistrates and various representative assemblies was established. A constitution set a series of checks and balances, and a separation of powers. The most important magistrates were the two consuls, who together exercised executive authority such as imperium, or military command. The consuls had to work with the Senate, which was initially an advisory council of the ranking nobility, or patricians, but grew in size and power.Other magistrates of the Republic include tribunes, quaestors, aediles, praetors and censors. The magistracies were originally restricted to patricians, but were later opened to common people, or plebeians. Republican voting assemblies included the comitia centuriata (centuriate assembly), which voted on matters of war and peace and elected men to the most important offices, and the comitia tributa (tribal assembly), which elected less important offices.
In the 4th century BC, Rome had come under attack by the Gauls, who now extended their power in the Italian peninsula beyond the Po Valley and through Etruria. On 16 July 390 BC, a Gallic army under the leadership of tribal chieftain Brennus, defeated the Romans at the Battle of the Allia and marched to Rome. The Gauls looted and burned the city, then laid siege to the Capitoline Hill, where some Romans had barricaded themselves, for seven months. The Gauls then agreed to give the Romans peace in exchange for 1000 pounds of gold. According to later legend, the Roman supervising the weighing noticed that the Gauls were using false scales. The Romans then took up arms and defeated the Gauls. Their victorious general Camillus remarked "With iron, not with gold, Rome buys her freedom."The Romans gradually subdued the other peoples on the Italian peninsula, including the Etruscans. The last threat to Roman hegemony in Italy came when Tarentum, a major Greek colony, enlisted the aid of Pyrrhus of Epirus in 281 BC, but this effort failed as well. The Romans secured their conquests by founding Roman colonies in strategic areas, thereby establishing stable control over the region.
=== Punic Wars ===
In the 3rd century BC Rome faced a new and formidable opponent: Carthage, the other major power in the Western Mediterranean. The First Punic War began in 264 BC, when the city of Messana asked for Carthage's help in their conflicts with Hiero II of Syracuse. After the Carthaginian intercession, Messana asked Rome to expel the Carthaginians. Rome entered this war because Syracuse and Messana were too close to the newly conquered Greek cities of Southern Italy and Carthage was now able to make an offensive through Roman territory; along with this, Rome could extend its domain over Sicily.
Carthage was a maritime power, and the Roman lack of ships and naval experience made the path to the victory a long and difficult one for the Roman Republic. Despite this, after more than 20 years of war, Rome defeated Carthage and a peace treaty was signed. Among the reasons for the Second Punic War was the subsequent war reparations Carthage acquiesced to at the end of the First Punic War. The war began with the audacious invasion of Hispania by Hannibal, who marched through Hispania to the Italian Alps, causing panic among Rome's Italian allies. The best way found to defeat Hannibal's purpose of causing the Italians to abandon Rome was to delay the Carthaginians with a guerrilla war of attrition, a strategy propounded by Quintus Fabius Maximus Verrucosus. Hannibal's invasion lasted over 16 years, ravaging Italy, but ultimately Carthage was defeated in the decisive Battle of Zama in October 202 BC.
More than a half century after these events, Carthage was humiliated and the Republic's focus now was only to the Hellenistic kingdoms of Greece and revolts in Hispania. However, Carthage, having paid the war indemnity, felt that its commitments and submission to Rome had ceased, a vision not shared by the Roman Senate. The Third Punic War began when Rome declared war against Carthage in 149 BC. Carthage resisted well at the first strike but could not withstand the attack of Scipio Aemilianus, who entirely destroyed the city, enslaved all the citizens and gained control of that region, which became the province of Africa. All these wars resulted in Rome's first overseas conquests (Sicily, Hispania and Africa) and the rise of Rome as a significant imperial power.
== Late Republic ==
After defeating the Macedonian and Seleucid Empires in the 2nd century BC, the Romans became the dominant people of the Mediterranean Sea. The conquest of the Hellenistic kingdoms brought the Roman and Greek cultures in closer contact and the Roman elite, once rural, became cosmopolitan. At this time Rome was a consolidated empire—in the military view—and had no major enemies.
Foreign dominance led to internal strife. Senators became rich at the provinces' expense; soldiers, who were mostly small-scale farmers, were away from home longer and could not maintain their land; and the increased reliance on foreign slaves and the growth of latifundia reduced the availability of paid work. Income from war booty, mercantilism in the new provinces, and tax farming created new economic opportunities for the wealthy, forming a new class of merchants, called the equestrians. The lex Claudia forbade members of the Senate from engaging in commerce, so while the equestrians could theoretically join the Senate, they were severely restricted in political power. The Senate squabbled perpetually, repeatedly blocked important land reforms and refused to give the equestrian class a larger say in the government.
Violent gangs of the urban unemployed, controlled by rival Senators, intimidated the electorate through violence. The situation came to a head in the late 2nd century BC under the Gracchi brothers, a pair of tribunes who attempted to pass land reform legislation that would redistribute the major patrician landholdings among the plebeians. Both brothers were killed and the Senate passed reforms reversing the Gracchi brother's actions. This led to the growing divide of the plebeian groups (populares) and equestrian classes (optimates).
Gaius Marius soon become a leader of the Republic, holding the first of his seven consulships (an unprecedented number) in 107 BC by arguing that his former patron Quintus Caecilius Metellus Numidicus was not able to defeat and capture the Numidian king Jugurtha. Marius then started his military reform: in his recruitment to fight Jugurtha, he levied the very poor (an innovation), and many landless men entered the army. Marius was elected for five consecutive consulships from 104 to 100 BC, as Rome needed a military leader to defeat the Cimbri and the Teutones, who were threatening Rome. After Marius's retirement, Rome had a brief peace, during which the Italian socii ("allies" in Latin) requested Roman citizenship and voting rights. The reformist Marcus Livius Drusus supported their legal process but was assassinated, and the socii revolted against the Romans in the Social War. At one point both consuls were killed; Marius was appointed to command the army together with Lucius Julius Caesar and Lucius Cornelius Sulla.By the end of the Social War, Marius and Sulla were the premier military men in Rome and their partisans were in conflict, both sides jostling for power. In 88 BC, Sulla was elected for his first consulship and his first assignment was to defeat Mithridates VI of Pontus, whose intentions were to conquer the Eastern part of the Roman territories. However, Marius's partisans managed his installation to the military command, defying Sulla and the Senate. To consolidate his own power, Sulla conducted a surprising and illegal action: he marched to Rome with his legions, killing all those who showed support to Marius's cause. In the following year, 87 BC, Marius, who had fled at Sulla's march, returned to Rome while Sulla was campaigning in Greece. He seized power along with the consul Lucius Cornelius Cinna and killed the other consul, Gnaeus Octavius, achieving his seventh consulship. Marius and Cinna revenged their partisans by conducting a massacre.Marius died in 86 BC, due to age and poor health, just a few months after seizing power. Cinna exercised absolute power until his death in 84 BC. After returning from his Eastern campaigns, Sulla had a free path to reestablish his own power. In 83 BC he made his second march in Rome and began a time of terror: thousands of nobles, knights and senators were executed. Sulla held two dictatorships and one more consulship, which began the crisis and decline of Roman Republic.
=== Caesar and the First Triumvirate ===
In the mid-1st century BC, Roman politics were restless. Political divisions in Rome split into one of two groups, populares (who hoped for the support of the people) and optimates (the "best", who wanted to maintain exclusive aristocratic control). Sulla overthrew all populist leaders and his constitutional reforms removed powers (such as those of the tribune of the plebs) that had supported populist approaches. Meanwhile, social and economic stresses continued to build; Rome had become a metropolis with a super-rich aristocracy, debt-ridden aspirants, and a large proletariat often of impoverished farmers. The latter groups supported the Catilinarian conspiracy—a resounding failure since the consul Marcus Tullius Cicero quickly arrested and executed the main leaders.
Gaius Julius Caesar reconciled the two most powerful men in Rome: Marcus Licinius Crassus, who had financed much of his earlier career, and Crassus' rival, Gnaeus Pompeius Magnus (anglicised as Pompey), to whom he married his daughter. He formed them into a new informal alliance including himself, the First Triumvirate ("three men"). Caesar's daughter died in childbirth in 54 BC, and in 53 BC, Crassus invaded Parthia and was killed in the Battle of Carrhae; the Triumvirate disintegrated. Caesar conquered Gaul, obtained immense wealth, respect in Rome and the loyalty of battle-hardened legions. He became a threat to Pompey and was loathed by many optimates. Confident that Caesar could be stopped by legal means, Pompey's party tried to strip Caesar of his legions, a prelude to Caesar's trial, impoverishment, and exile.
To avoid this fate, Caesar crossed the Rubicon River and invaded Rome in 49 BC. The Battle of Pharsalus was a brilliant victory for Caesar and in this and other campaigns, he destroyed all of the optimates leaders: Metellus Scipio, Cato the Younger, and Pompey's son, Gnaeus Pompeius. Pompey was murdered in Egypt in 48 BC. Caesar was now pre-eminent over Rome: in five years he held four consulships, two ordinary dictatorships, and two special dictatorships, one for perpetuity. He was murdered in 44 BC, on the Ides of March by the Liberatores.
=== Octavian and the Second Triumvirate ===
Caesar's assassination caused political and social turmoil in Rome; the city was ruled by his friend and colleague, Marcus Antonius. Soon afterward, Octavius, whom Caesar adopted through his will, arrived in Rome. Octavian (historians regard Octavius as Octavian due to the Roman naming conventions) tried to align himself with the Caesarian faction. In 43 BC, along with Antony and Marcus Aemilius Lepidus, Caesar's best friend, he legally established the Second Triumvirate. Upon its formation, 130–300 senators were executed, and their property was confiscated, due to their supposed support for the Liberatores.In 42 BC, the Senate deified Caesar as Divus Iulius; Octavian thus became Divi filius, the son of the deified. In the same year, Octavian and Antony defeated both Caesar's assassins and the leaders of the Liberatores, Marcus Junius Brutus and Gaius Cassius Longinus, in the Battle of Philippi. The Second Triumvirate was marked by the proscriptions of many senators and equites: after a revolt led by Antony's brother Lucius Antonius, more than 300 senators and equites involved were executed, although Lucius was spared.The Triumvirate divided the Empire among the triumvirs: Lepidus was given charge of Africa, Antony, the eastern provinces, and Octavian remained in Italia and controlled Hispania and Gaul. The Second Triumvirate expired in 38 BC but was renewed for five more years. However, the relationship between Octavian and Antony had deteriorated, and Lepidus was forced to retire in 36 BC after betraying Octavian in Sicily. By the end of the Triumvirate, Antony was living in Ptolemaic Egypt, ruled by his lover, Cleopatra VII. Antony's affair with Cleopatra was seen as an act of treason, since she was queen of another country. Additionally, Antony adopted a lifestyle considered too extravagant and Hellenistic for a Roman statesman. Following Antony's Donations of Alexandria, which gave to Cleopatra the title of "Queen of Kings", and to Antony's and Cleopatra's children the regal titles to the newly conquered Eastern territories, war between Octavian and Antony broke out. Octavian annihilated Egyptian forces in the Battle of Actium in 31 BC. Antony and Cleopatra committed suicide. Now Egypt was conquered by the Roman Empire.
== Empire – the Principate ==
In 27 BC and at the age of 36, Octavian was the sole Roman leader. In that year, he took the name Augustus. That event is usually taken by historians as the beginning of Roman Empire. Officially, the government was republican, but Augustus assumed absolute powers. His reform of the government brought about a two-century period colloquially referred to by Romans as the Pax Romana.
=== Julio-Claudian dynasty ===
The Julio-Claudian dynasty was established by Augustus. The emperors of this dynasty were Augustus, Tiberius, Caligula, Claudius and Nero. The Julio-Claudians started the destruction of republican values, but on the other hand, they boosted Rome's status as the central power in the Mediterranean region. While Caligula and Nero are usually remembered in popular culture as dysfunctional emperors, Augustus and Claudius are remembered as successful in politics and the military. This dynasty instituted imperial tradition in Rome and frustrated any attempt to reestablish a Republic.Augustus (r. 27 BC – AD 14) gathered almost all the republican powers under his official title, princeps, and diminished the political influence of the senatorial class by boosting the equestrian class. The senators lost their right to rule certain provinces, like Egypt, since the governor of that province was directly nominated by the emperor. The creation of the Praetorian Guard and his reforms in the military, creating a standing army with a fixed size of 28 legions, ensured his total control over the army. Compared with the Second Triumvirate's epoch, Augustus' reign as princeps was very peaceful, which led the people and the nobles of Rome to support Augustus, increasing his strength in political affairs. His generals were responsible for the field command; gaining such commanders as Marcus Vipsanius Agrippa, Nero Claudius Drusus and Germanicus much respect from the populace and the legions. Augustus intended to extend the Roman Empire to the whole known world, and in his reign, Rome conquered Cantabria, Aquitania, Raetia, Dalmatia, Illyricum and Pannonia.
Under Augustus' reign, Roman literature grew steadily in what is known as the Golden Age of Latin Literature. Poets like Virgil, Horace, Ovid and Rufus developed a rich literature, and were close friends of Augustus. Along with Maecenas, he sponsored patriotic poems, as Virgil's epic Aeneid and historiographical works, like those of Livy. Augustus continued the changes to the calendar promoted by Caesar, and the month of August is named after him. Augustus brought a peaceful and thriving era to Rome, known as Pax Augusta or Pax Romana. Augustus died in 14 AD, but the empire's glory continued after his era.
The Julio-Claudians continued to rule Rome after Augustus' death and remained in power until the death of Nero in 68 AD. Influenced by his wife, Livia Drusilla, Augustus appointed her son from another marriage, Tiberius, as his heir. The Senate agreed with the succession, and granted to Tiberius the same titles and honours once granted to Augustus: the title of princeps and Pater patriae, and the Civic Crown. However, Tiberius was not an enthusiast for political affairs: after agreement with the Senate, he retired to Capri in 26 AD, and left control of the city of Rome in the hands of the praetorian prefect Sejanus (until 31 AD) and Macro (from 31 to 37 AD).
Tiberius died (or was killed) in 37 AD. The male line of the Julio-Claudians was limited to Tiberius' nephew Claudius, his grandson Tiberius Gemellus and his grand-nephew Caligula. As Gemellus was still a child, Caligula was chosen to rule the empire. He was a popular leader in the first half of his reign, but became a crude and insane tyrant in his years controlling government. The Praetorian Guard murdered Caligula four years after the death of Tiberius, and, with belated support from the senators, proclaimed his uncle Claudius as the new emperor. Claudius was not as authoritarian as Tiberius and Caligula. Claudius conquered Lycia and Thrace; his most important deed was the beginning of the conquest of Britannia. Claudius was poisoned by his wife, Agrippina the Younger in 54 AD. His heir was Nero, son of Agrippina and her former husband, since Claudius' son Britannicus had not reached manhood upon his father's death.
Nero sent his general, Suetonius Paulinus, to invade modern-day Wales, where he encountered stiff resistance. The Celts there were independent, tough and resistant to tax collectors and fought Paulinus, as he battled his way across from east to west. It took him a long time to reach the north west coast, and in 60 AD he finally crossed the Menai Strait to the sacred island of Mona (Anglesey), the last stronghold of the druids. His soldiers attacked the island and massacred the druids: men, women and children, destroyed the shrine and the sacred groves and threw many of the sacred standing stones into the sea. While Paulinus and his troops were massacring druids in Mona, the tribes of modern-day East Anglia staged a revolt led by queen Boadicea of the Iceni. The rebels sacked and burned Camulodunum, Londinium and Verulamium (modern-day Colchester, London and St Albans respectively) before they were crushed by Paulinus. Boadicea, like Cleopatra before her, committed suicide to avoid the disgrace of being paraded in triumph in Rome. Nero is widely known as the first persecutor of Christians and for the Great Fire of Rome, rumoured to have been started by the emperor himself. A conspiracy against Nero in 65 AD under Calpurnius Piso failed, but in 68 AD the armies under Julius Vindex in Gaul and Servius Sulpicius Galba in modern-day Spain revolted. Deserted by the Praetorian Guards and condemned to death by the senate, Nero killed himself.
=== Flavian dynasty ===
The Flavians were the second dynasty to rule Rome. By 68 AD, the year of Nero's death, there was no chance of a return to the Roman Republic, and so a new emperor had to arise. After the turmoil in the Year of the Four Emperors, Titus Flavius Vespasianus (anglicised as Vespasian) took control of the empire and established a new dynasty. Under the Flavians, Rome continued its expansion, and the state remained secure. Under Trajan, the Roman Empire reached the peak of its territorial expansion. Rome's dominion now spanned 5.0 million square kilometres (1.9 million square miles).The most significant military campaign undertaken during the Flavian period was the siege and destruction of Jerusalem in 70 AD by Titus. The destruction of the city was the culmination of the Roman campaign in Judea following the Jewish uprising of 66 AD. The Second Temple was completely demolished, after which Titus' soldiers proclaimed him imperator in honour of the victory. Jerusalem was sacked and much of the population killed or dispersed. Josephus claims that 1,100,000 people were killed during the siege, of whom a majority were Jewish. 97,000 were captured and enslaved, including Simon bar Giora and John of Giscala. Many fled to areas around the Mediterranean.
Vespasian was a general under Claudius and Nero and fought as a commander in the First Jewish-Roman War. Following the turmoil of the Year of the Four Emperors, in 69 AD, four emperors were enthroned in turn: Galba, Otho, Vitellius, and, lastly, Vespasian, who crushed Vitellius' forces and became emperor. He reconstructed many buildings which were uncompleted, like a statue of Apollo and the temple of Divus Claudius ("the deified Claudius"), both initiated by Nero. Buildings destroyed by the Great Fire of Rome were rebuilt, and he revitalised the Capitol. Vespasian started the construction of the Flavian Amphitheater, commonly known as the Colosseum. The historians Josephus and Pliny the Elder wrote their works during Vespasian's reign. Vespasian was Josephus' sponsor and Pliny dedicated his Naturalis Historia to Titus, son of Vespasian. Vespasian sent legions to defend the eastern frontier in Cappadocia, extended the occupation in Britannia (modern-day England, Wales and southern Scotland) and reformed the tax system. He died in 79 AD.
Titus became emperor in 79. He finished the Flavian Amphitheater, using war spoils from the First Jewish-Roman War, and hosted victory games that lasted for a hundred days. These games included gladiatorial combats, horse races and a sensational mock naval battle on the flooded grounds of the Colosseum. Titus died of fever in 81 AD, and was succeeded by his brother Domitian. As emperor, Domitian showed the characteristics of a tyrant. He ruled for fifteen years, during which time he acquired a reputation for self-promotion as a living god. He constructed at least two temples in honour of Jupiter, the supreme deity in Roman religion. He was murdered following a plot within his own household.
=== Nerva–Antonine dynasty ===
Following Domitian's murder, the Senate rapidly appointed Nerva as Emperor. Nerva had noble ancestry, and he had served as an advisor to Nero and the Flavians. His rule restored many of the traditional liberties of Rome's upper classes, which Domitian had over-ridden. The Nerva–Antonine dynasty from 96 AD to 192 AD included the "five good emperors" Nerva, Trajan, Hadrian, Antoninus Pius and Marcus Aurelius; and ended with Commodus.
Nerva abdicated and died in 98 AD, and was succeeded by the general Trajan. Trajan is credited with the restoration of traditional privileges and rights of commoner and senatorial classes, which later Roman historians claim to have been eroded during Domitian's autocracy. Trajan fought three Dacian wars, winning territories roughly equivalent to modern-day Romania and Moldova. He undertook an ambitious public building program in Rome, including Trajan's Forum, Trajan's Market and Trajan's Column, with the architect Apollodorus of Damascus. He remodelled the Pantheon and extended the Circus Maximus. When Parthia appointed a king for Armenia without consulting Rome, Trajan declared war on Parthia and deposed the king of Armenia. In 115 he took the Northern Mesopotamian cities of Nisibis and Batnae, organised a province of Mesopotamia (116), and issued coins that claimed Armenia and Mesopotamia were under the authority of the Roman people. In that same year, he captured Seleucia and the Parthian capital Ctesiphon (near modern Baghdad). After defeating a Parthian revolt and a Jewish revolt, he withdrew due to health issues, and in 117, he died of edema.
Many Romans emigrated to Hispania (modern-day Spain and Portugal) and stayed for generations, in some cases intermarrying with Iberians; one of these families produced the emperor Hadrian. Hadrian withdrew all the troops stationed in Parthia, Armenia and Mesopotamia (modern-day Iraq), abandoning Trajan's conquests. Hadrian's army crushed a revolt in Mauretania and the Bar Kokhba revolt in Judea. This was the last large-scale Jewish revolt against the Romans, and was suppressed with massive repercussions in Judea. Hundreds of thousands of Jews were killed. Hadrian renamed the province of Judea "Provincia Syria Palaestina," after one of Judea's most hated enemies. He constructed fortifications and walls, like the celebrated Hadrian's Wall which separated Roman Britannia and the tribes of modern-day Scotland. Hadrian promoted culture, especially the Greek. He forbade torture and humanised the laws. His many building projects included aqueducts, baths, libraries and theatres; additionally, he travelled nearly every province in the Empire to review military and infrastructural conditions. Following Hadrian's death in 138 AD, his successor Antoninus Pius built temples, theatres, and mausoleums, promoted the arts and sciences, and bestowed honours and financial rewards upon the teachers of rhetoric and philosophy. On becoming emperor, Antoninus made few initial changes, leaving intact as far as possible the arrangements instituted by his predecessor. Antoninus expanded Roman Britannia by invading what is now southern Scotland and building the Antonine Wall. He also continued Hadrian's policy of humanising the laws. He died in 161 AD.
Marcus Aurelius, known as the Philosopher, was the last of the Five Good Emperors. He was a stoic philosopher and wrote the Meditations. He defeated barbarian tribes in the Marcomannic Wars as well as the Parthian Empire. His co-emperor, Lucius Verus, died in 169 AD, probably from the Antonine Plague, a pandemic that killed nearly five million people through the Empire in 165–180 AD.From Nerva to Marcus Aurelius, the empire achieved an unprecedented status. The powerful influence of laws and manners had gradually cemented the union of the provinces. All the citizens enjoyed and abused the advantages of wealth. The image of a free constitution was preserved with decent reverence. The Roman senate appeared to possess the sovereign authority, and devolved on the emperors all the executive powers of government. Gibbon declared the rule of these "Five Good Emperors" the golden era of the Empire. During this time, Rome reached its greatest territorial extent.Commodus, son of Marcus Aurelius, became emperor after his father's death. He is not counted as one of the Five Good Emperors, due to his direct kinship with the latter emperor; in addition, he was militarily passive. Cassius Dio identifies his reign as the beginning of Roman decadence: "(Rome has transformed) from a kingdom of gold to one of iron and rust."
=== Severan dynasty ===
Commodus was killed by a conspiracy involving Quintus Aemilius Laetus and his wife Marcia in late 192 AD. The following year is known as the Year of the Five Emperors, during which Helvius Pertinax, Didius Julianus, Pescennius Niger, Clodius Albinus and Septimius Severus held the imperial dignity. Pertinax, a member of the senate who had been one of Marcus Aurelius's right-hand men, was the choice of Laetus, and he ruled vigorously and judiciously. Laetus soon became jealous and instigated Pertinax's murder by the Praetorian Guard, who then auctioned the empire to the highest bidder, Didius Julianus, for 25,000 sesterces per man. The people of Rome were appalled and appealed to the frontier legions to save them. The legions of three frontier provinces—Britannia, Pannonia Superior, and Syria—resented being excluded from the "donative" and replied by declaring their individual generals to be emperor. Lucius Septimius Severus Geta, the Pannonian commander, bribed the opposing forces, pardoned the Praetorian Guards and installed himself as emperor. He and his successors governed with the legions' support. The changes on coinage and military expenditures were the root of the financial crisis that marked the Crisis of the Third Century.
Severus was enthroned after invading Rome and having Didius Julianus killed. Severus attempted to revive totalitarianism and, addressing the Roman people and Senate, praised the severity and cruelty of Marius and Sulla, which worried the senators. When Parthia invaded Roman territory, Severus successfully waged war against that country. Notwithstanding this military success, Severus failed in invading Hatra, a rich Arabian city. Severus killed his legate, who was gaining respect from the legions; and his soldiers fell victim to famine. After this disastrous campaign, he withdrew. Severus also intended to vanquish the whole of Britannia. To achieve this, he waged war against the Caledonians. After many casualties in the army due to the terrain and the barbarians' ambushes, Severus himself went to the field. However, he became ill and died in 211 AD, at the age of 65.
Upon the death of Severus, his sons Caracalla and Geta were made emperors. Caracalla had his brother, a youth, assassinated in his mother's arms, and may have murdered 20,000 of Geta's followers. Like his father, Caracalla was warlike. He continued Severus' policy and gained respect from the legions. Knowing that the citizens of Alexandria disliked him and were denigrating his character, Caracalla served a banquet for its notable citizens, after which his soldiers killed all the guests. From the security of the temple of Sarapis, he then directed an indiscriminate slaughter of Alexandria's people. In 212, he issued the Edict of Caracalla, giving full Roman citizenship to all free men living in the Empire, with the exception of the dediticii, people who had become subject to Rome through surrender in war, and freed slaves.Mary Beard points to the edict as a fundamental turning point, after which Rome was "effectively a new state masquerading under an old name".Macrinus conspired to have Caracalla assassinated by one of his soldiers during a pilgrimage to the Temple of the Moon in Carrhae, in 217 AD. Macrinus assumed power, but soon removed himself from Rome to the east and Antioch. His brief reign ended in 218, when the youngster Bassianus, high priest of the temple of the Sun at Emesa, and supposedly illegitimate son of Caracalla, was declared Emperor by the disaffected soldiers of Macrinus. He adopted the name of Antoninus but history has named him after his Sun god Elagabalus, represented on Earth in the form of a large black stone. An incompetent and lascivious ruler, Elagabalus offended all but his favourites. Cassius Dio, Herodian and the Historia Augusta give many accounts of his notorious extravagance. Elagabalus adopted his cousin Severus Alexander, as Caesar, but subsequently grew jealous and attempted to assassinate him. However, the Praetorian guard preferred Alexander, murdered Elagabalus, dragged his mutilated corpse through the streets of Rome, and threw it into the Tiber. Severus Alexander then succeeded him. Alexander waged war against many foes, including the revitalised Persia and also the Germanic peoples, who invaded Gaul. His losses generated dissatisfaction among his soldiers, and some of them murdered him during his Germanic campaign in 235 AD.
=== Crisis of the Third Century ===
A disastrous scenario emerged after the death of Alexander Severus: the Roman state was plagued by civil wars, external invasions, political chaos, pandemics and economic depression. The old Roman values had fallen, and Mithraism and Christianity had begun to spread through the populace. Emperors were no longer men linked with nobility; they usually were born in lower-classes of distant parts of the Empire. These men rose to prominence through military ranks, and became emperors through civil wars.
There were 26 emperors in a 49-year period, a signal of political instability. Maximinus Thrax was the first ruler of that time, governing for just three years. Others ruled just for a few months, like Gordian I, Gordian II, Balbinus and Hostilian. The population and the frontiers were abandoned, since the emperors were mostly concerned with defeating rivals and establishing their power. The economy also suffered: massive military expenditures from the Severi caused a devaluation of Roman coins. Hyperinflation came at this time as well. The Plague of Cyprian broke out in 250 and killed a huge portion of the population. In 260 AD, the provinces of Syria Palaestina, Asia Minor and Egypt separated from the rest of the Roman state to form the Palmyrene Empire, ruled by Queen Zenobia and centered on Palmyra. In that same year the Gallic Empire was created by Postumus, retaining Britannia and Gaul. These countries separated from Rome after the capture of emperor Valerian by the Sassanids of Persia, the first Roman ruler to be captured by his enemies; it was a humiliating fact for the Romans. The crisis began to recede during the reigns of Claudius Gothicus (268–270), who defeated the Gothic invaders, and Aurelian (271–275), who reconquered both the Gallic and Palmyrene Empires. The crisis was overcome during the reign of Diocletian.
== Empire – The Tetrarchy ==
=== Diocletian ===
In 284 AD, Diocletian was hailed as Imperator by the eastern army. Diocletian healed the empire from the crisis, by political and economic shifts. A new form of government was established: the Tetrarchy. The Empire was divided among four emperors, two in the West and two in the East. The first tetrarchs were Diocletian (in the East), Maximian (in the West), and two junior emperors, Galerius (in the East) and Flavius Constantius (in the West). To adjust the economy, Diocletian made several tax reforms.Diocletian expelled the Persians who plundered Syria and conquered some barbarian tribes with Maximian. He adopted many behaviours of Eastern monarchs. Anyone in the presence of the emperor had now to prostrate himself—a common act in the East, but never practised in Rome before. Diocletian did not use a disguised form of Republic, as the other emperors since Augustus had done. Between 290 and 330, half a dozen new capitals had been established by the members of the Tetrarchy, officially or not: Antioch, Nicomedia, Thessalonike, Sirmium, Milan, and Trier. Diocletian was also responsible for a significant Christian persecution. In 303 he and Galerius started the persecution and ordered the destruction of all the Christian churches and scripts and forbade Christian worship. Diocletian abdicated in 305 AD together with Maximian, thus, he was the first Roman emperor to resign. His reign ended the traditional form of imperial rule, the Principate (from princeps) and started the Tetrarchy.
=== Constantine and Christianity ===
Constantine assumed the empire as a tetrarch in 306. He conducted many wars against the other tetrarchs. Firstly he defeated Maxentius in 312. In 313, he issued the Edict of Milan, which granted liberty for Christians to profess their religion. Constantine was converted to Christianity, enforcing the Christian faith. He began the Christianization of the Empire and of Europe—a process concluded by the Catholic Church in the Middle Ages. He was defeated by the Franks and the Alamanni during 306–308. In 324 he defeated another tetrarch, Licinius, and controlled all the empire, as it was before Diocletian. To celebrate his victories and Christianity's relevance, he rebuilt Byzantium and renamed it Nova Roma ("New Rome"); but the city soon gained the informal name of Constantinople ("City of Constantine").The reign of Julian, who under the influence of his adviser Mardonius attempted to restore Classical Roman and Hellenistic religion, only briefly interrupted the succession of Christian emperors. Constantinople served as a new capital for the Empire. In fact, Rome had lost its central importance since the Crisis of the Third Century—Mediolanum was the western capital from 286 to 330, until the reign of Honorius, when Ravenna was made capital, in the 5th century. Constantine's administrative and monetary reforms, that reunited the Empire under one emperor, and rebuilt the city of Byzantium changed the high period of the ancient world.
== Fall of the Western Roman Empire ==
In the late 4th and 5th centuries the Western Empire entered a critical stage which terminated with the fall of the Western Roman Empire. Under the last emperors of the Constantinian dynasty and the Valentinianic dynasty, Rome lost decisive battles against the Sasanian Empire and Germanic barbarians: in 363, emperor Julian the Apostate was killed in the Battle of Samarra, against the Persians and the Battle of Adrianople cost the life of emperor Valens (364–378); the victorious Goths were never expelled from the Empire nor assimilated. The next emperor, Theodosius I (379–395), gave even more force to the Christian faith, and after his death, the Empire was divided into the Eastern Roman Empire, ruled by Arcadius and the Western Roman Empire, commanded by Honorius, both of which were Theodosius' sons.
The situation became more critical in 408, after the death of Stilicho, a general who tried to reunite the Empire and repel barbarian invasion in the early years of the 5th century. The professional field army collapsed. In 410, the Theodosian dynasty saw the Visigoths sack Rome. During the 5th century, the Western Empire experienced a significant reduction of its territory. The Vandals conquered North Africa, the Visigoths claimed the southern part of Gaul, Gallaecia was taken by the Suebi, Britannia was abandoned by the central government, and the Empire suffered further from the invasions of Attila, chief of the Huns. General Orestes refused to meet the demands of the barbarian "allies" who now formed the army, and tried to expel them from Italy. Unhappy with this, their chieftain Odoacer defeated and killed Orestes, invaded Ravenna and dethroned Romulus Augustus, son of Orestes. This event of 476, usually marks the end of Classical antiquity and beginning of the Middle Ages. The Roman noble and former emperor Julius Nepos continued to rule as emperor from Dalmatia even after the deposition of Romulus Augustus until his death in 480. Some historians consider him to be the last emperor of the Western Empire instead of Romulus Augustus.After 1200 years of independence and nearly 700 years as a great power, the rule of Rome in the West ended. Various reasons for Rome's fall have been proposed ever since, including loss of Republicanism, moral decay, military tyranny, class war, slavery, economic stagnation, environmental change, disease, the decline of the Roman race, as well as the inevitable ebb and flow that all civilisations experience.
The Eastern Empire survived for almost 1000 years after the fall of its Western counterpart and became the most stable Christian realm during the Middle Ages. During the 6th century, Justinian reconquered the Italian peninsula from the Ostrogoths, North Africa from the Vandals, and southern Hispania from the Visigoths. But within a few years of Justinian's death, Byzantine possessions in Italy were greatly reduced by the Lombards who settled in the peninsula. In the east, partially due to the weakening effect of the Plague of Justinian, the Byzantines were threatened by the rise of Islam. Its followers rapidly brought about the conquest of the Levant, the conquest of Armenia and the conquest of Egypt during the Arab–Byzantine wars, and soon presented a direct threat to Constantinople. In the following century, the Arabs captured southern Italy and Sicily. In the west, Slavic populations penetrated deep into the Balkans.
The Byzantines, however, managed to stop further Islamic expansion into their lands during the 8th century and, beginning in the 9th century, reclaimed parts of the conquered lands. In 1000 AD, the Eastern Empire was at its height: Basil II reconquered Bulgaria and Armenia, and culture and trade flourished. However, soon after, this expansion was abruptly stopped in 1071 with the Byzantine defeat in the Battle of Manzikert. The aftermath of this battle sent the empire into a protracted period of decline. Two decades of internal strife and Turkic invasions ultimately led Emperor Alexios I Komnenos to send a call for help to the Western European kingdoms in 1095. The West responded with the Crusades, eventually resulting in the Sack of Constantinople by participants of the Fourth Crusade. The conquest of Constantinople in 1204 fragmented what remained of the Empire into successor states; the ultimate victor was the Empire of Nicaea. After the recapture of Constantinople by Imperial forces, the Empire was little more than a Greek state confined to the Aegean coast. The Byzantine Empire collapsed when Mehmed the Conqueror conquered Constantinople on 29 May 1453.
== Society ==
The imperial city of Rome was the largest urban center in the empire, with a population variously estimated from 450,000 to close to one million. Around 20 per cent of the population under jurisdiction of ancient Rome (25–40%, depending on the standards used, in Roman Italy) lived in innumerable urban centers, with population of 10,000 and more and several military settlements, a very high rate of urbanisation by pre-industrial standards. Most of those centers had a forum, temples, and other buildings similar to Rome's. The average life expectancy in the Middle Empire was about 26–28 years.
=== Law ===
The roots of the legal principles and practices of the ancient Romans may be traced to the Law of the Twelve Tables promulgated in 449 BC and to the codification of law issued by order of Emperor Justinian I around 530 AD (see Corpus Juris Civilis). Roman law as preserved in Justinian's codes continued into the Byzantine Empire, and formed the basis of similar codifications in continental Western Europe. Roman law continued, in a broader sense, to be applied throughout most of Europe until the end of the 17th century.
The major divisions of the law of ancient Rome, as contained within the Justinian and Theodosian law codes, consisted of Jus civile, Jus gentium, and Jus naturale. The Jus civile ("Citizen Law") was the body of common laws that applied to Roman citizens. The praetores urbani (sg. Praetor Urbanus) were the people who had jurisdiction over cases involving citizens. The Jus gentium ("Law of nations") was the body of common laws that applied to foreigners, and their dealings with Roman citizens. The praetores peregrini (sg. Praetor Peregrinus) were the people who had jurisdiction over cases involving citizens and foreigners. Jus naturale encompassed natural law, the body of laws that were considered common to all beings.
=== Class structure ===
Roman society is largely viewed as hierarchical, with slaves (servi) at the bottom, freedmen (liberti) above them, and free-born citizens (cives) at the top. Free citizens were subdivided by class. The broadest, and earliest, division was between the patricians, who could trace their ancestry to one of the 100 patriarchs at the founding of the city, and the plebeians, who could not. This became less important in the later Republic, as some plebeian families became wealthy and entered politics, and some patrician families fell economically. Anyone, patrician or plebeian, who could count a consul as his ancestor was a noble (nobilis); a man who was the first of his family to hold the consulship, such as Marius or Cicero, was known as a novus homo ("new man") and ennobled his descendants. Patrician ancestry, however, still conferred considerable prestige, and many religious offices remained restricted to patricians.
A class division originally based on military service became more important. Membership of these classes was determined periodically by the censors, according to property. The wealthiest were the Senatorial class, who dominated politics and command of the army. Next came the equestrians (equites, sometimes translated "knights"), originally those who could afford a warhorse, and who formed a powerful mercantile class. Several further classes, originally based on the military equipment their members could afford, followed, with the proletarii, citizens who had no property other than their children, at the bottom. Before the reforms of Marius they were ineligible for military service and are often described as being just above freed slaves in wealth and prestige.
Voting power in the Republic depended on class. Citizens were enrolled in voting "tribes", but the tribes of the richer classes had fewer members than the poorer ones, all the proletarii being enrolled in a single tribe. Voting was done in class order, from top down, and stopped as soon as most of the tribes had been reached, so the poorer classes were often unable to cast their votes.
Women in ancient Rome shared some basic rights with their male counterparts, but were not fully regarded as citizens and were thus not allowed to vote or take part in politics. At the same time the limited rights of women were gradually expanded (due to emancipation) and women reached freedom from pater familias, gained property rights and even had more juridical rights than their husbands, but still no voting rights, and were absent from politics.Allied foreign cities were often given the Latin Rights, an intermediary level between full citizens and foreigners (peregrini), which gave their citizens rights under Roman law and allowed their leading magistrates to become full Roman citizens. While there were varying degrees of Latin rights, the main division was between those cum suffragio ("with vote"; enrolled in a Roman tribe and able to take part in the comitia tributa) and sine suffragio ("without vote"; could not take part in Roman politics). Most of Rome's Italian allies were given full citizenship after the Social War of 91–88 BC, and full Roman citizenship was extended to all free-born men in the Empire by Caracalla in 212, with the exception of the dediticii, people who had become subject to Rome through surrender in war, and freed slaves.
=== Education ===
In the early Republic, there were no public schools, so boys were taught to read and write by their parents, or by educated slaves, called paedagogi, usually of Greek origin. The primary aim of education during this period was to train young men in agriculture, warfare, Roman traditions, and public affairs. Young boys learned much about civic life by accompanying their fathers to religious and political functions, including the Senate for the sons of nobles. The sons of nobles were apprenticed to a prominent political figure at the age of 16, and campaigned with the army from the age of 17. Educational practices were modified after the conquest of the Hellenistic kingdoms in the 3rd century BC and the resulting Greek influence, although Roman educational practices were still much different from Greek ones. If their parents could afford it, boys and some girls at the age of 7 were sent to a private school outside the home called a ludus, where a teacher (called a litterator or a magister ludi, and often of Greek origin) taught them basic reading, writing, arithmetic, and sometimes Greek, until the age of 11.Beginning at age 12, students went to secondary schools, where the teacher (now called a grammaticus) taught them about Greek and Roman literature. At the age of 16, some students went on to rhetoric school (where the teacher, usually Greek, was called a rhetor). Education at this level prepared students for legal careers, and required that the students memorise the laws of Rome.
=== Government ===
Initially, Rome was ruled by kings, who were elected from each of Rome's major tribes in turn. The exact nature of the king's power is uncertain. He may have held near-absolute power, or may have merely been the chief executive of the Senate and the people. In military matters, the king's authority (Imperium) was likely absolute. He was also the head of the state religion. In addition to the authority of the King, there were three administrative assemblies: the Senate, which acted as an advisory body for the King; the Comitia Curiata, which could endorse and ratify laws suggested by the King; and the Comitia Calata, which was an assembly of the priestly college that could assemble the people to bear witness to certain acts, hear proclamations, and declare the feast and holiday schedule for the next month.
The class struggles of the Roman Republic resulted in an unusual mixture of democracy and oligarchy. The word republic comes from the Latin res publica, which literally translates to "public business". Roman laws traditionally could only be passed by a vote of the Popular assembly (Comitia Tributa). Likewise, candidates for public positions had to run for election by the people. However, the Roman Senate represented an oligarchic institution, which acted as an advisory body.
In the Republic, the Senate held actual authority (auctoritas), but no real legislative power; it was technically only an advisory council. However, as the Senators were individually very influential, it was difficult to accomplish anything against the collective will of the Senate. New senators were chosen from among the most accomplished patricians by censors (Censura), who could also remove a senator from his office if he was found "morally corrupt"; a charge that could include bribery or, as under Cato the Elder, embracing one's wife in public. Later, under the reforms of the dictator Sulla, quaestors were made automatic members of the Senate, though most of his reforms did not survive.
The Republic had no fixed bureaucracy, and collected taxes through the practice of tax farming. Government positions such as quaestor, aedile, or praefect were funded by the office-holder. To prevent any citizen from gaining too much power, new magistrates were elected annually and had to share power with a colleague. For example, under normal conditions, the highest authority was held by two consuls. In an emergency, a temporary dictator could be appointed. Throughout the Republic, the administrative system was revised several times to comply with new demands. In the end, it proved inefficient for controlling the ever-expanding dominion of Rome, contributing to the establishment of the Roman Empire.
In the early Empire, the pretense of a republican form of government was maintained. The Roman Emperor was portrayed as only a princeps, or "first citizen", and the Senate gained legislative power and all legal authority previously held by the popular assemblies. However, the rule of the Emperors became increasingly autocratic, and the Senate was reduced to an advisory body appointed by the Emperor. The Empire did not inherit a set bureaucracy from the Republic, since the Republic did not have any permanent governmental structures apart from the Senate. The Emperor appointed assistants and advisers, but the state lacked many institutions, such as a centrally planned budget. Some historians have cited this as a significant reason for the decline of the Roman Empire.
=== Military ===
The early Roman army (c. 500 BC) was, like those of other contemporary city-states influenced by Greek civilisation, a citizen militia that practised hoplite tactics. It was small and organised in five classes (in parallel to the comitia centuriata, the body of citizens organised politically), with three providing hoplites and two providing light infantry. The early Roman army was tactically limited and its stance during this period was essentially defensive.By the 3rd century BC, the Romans abandoned the hoplite formation in favour of a more flexible system in which smaller groups of 120 (or sometimes 60) men called maniples could manoeuvre more independently on the battlefield. Thirty maniples arranged in three lines with supporting troops constituted a legion, totalling between 4,000 and 5,000 men. The early Republican legion consisted of five sections: the three lines of manipular heavy infantry (hastati, principes and triarii), a force of light infantry (velites), and the cavalry (equites). With the new organisation came a new orientation toward the offensive and a much more aggressive posture toward adjoining city-states. At nominal full strength, an early Republican legion included 3,600 to 4,800 heavy infantry, several hundred light infantry, and several hundred cavalrymen.Until the late Republican period, the typical legionary was a property-owning citizen farmer from a rural area (an adsiduus) who served for particular (often annual) campaigns, and who supplied his own equipment. After 200 BC, economic conditions in rural areas deteriorated as manpower needs increased, so that the property qualifications for compulsory service were gradually reduced. Beginning in the 3rd century BC, legionaries were paid a stipend (stipendium). By the time of Augustus, the ideal of the citizen-soldier had been abandoned and the legions had become fully professional. At the end of the Civil War, Augustus reorganised Roman military forces, discharging soldiers and disbanding legions. He retained 28 legions, distributed through the provinces of the Empire.During the Principate, the tactical organisation of the Army continued to evolve. The auxilia remained independent cohorts, and legionary troops often operated as groups of cohorts rather than as full legions. A new and versatile type of unit, the cohortes equitatae, combined cavalry and legionaries in a single formation. They could be stationed at garrisons or outposts and could fight on their own as balanced small forces or combine with similar units as a larger, legion-sized force. This increase in organizational flexibility helped ensure the long-term success of Roman military forces. The Emperor Gallienus (253–268 AD) began a reorganisation that created the last military structure of the late Empire. Withdrawing some legionaries from the fixed bases on the border, Gallienus created mobile forces (the comitatenses or field armies) and stationed them behind and at some distance from the borders as a strategic reserve. The border troops (limitanei) stationed at fixed bases continued to be the first line of defence. The basic units of the field army were regimental; legiones or auxilia for infantry and vexillationes for cavalry. Nominal strengths may have been 1,200 men for infantry regiments and 600 for cavalry, but actual troop levels could have been much lower—800 infantry and 400 cavalry. Many infantry and cavalry regiments operated in pairs under the command of a comes. Field armies included regiments recruited from allied tribes and known as foederati. By 400 AD, foederati regiments had become permanently established units of the Roman army, paid and equipped by the Empire, led by a Roman tribune and used just as Roman units were used. The Empire also used groups of barbarians to fight along with the legions as allies without integration into the field armies, under overall command of a Roman general, but led by their own officers.Military leadership evolved over the course of the history of Rome. Under the monarchy, the hoplite armies were led by the kings. During the early and middle Roman Republic, military forces were under the command of one of the two elected consuls for the year. During the later Republic, members of the Roman Senatorial elite, as part of the normal sequence of elected public offices known as the cursus honorum, would have served first as quaestor (often posted as deputies to field commanders), then as praetor. Following the end of a term as praetor or consul, a Senator might be appointed by the Senate as a propraetor or proconsul (depending on the highest office held before) to govern a foreign province. Under Augustus, whose most important political priority was to place the military under a permanent and unitary command, the Emperor was the legal commander of each legion but exercised that command through a legatus (legate) he appointed from the Senatorial elite. In a province with a single legion, the legate commanded the legion (legatus legionis) and served as provincial governor, while in a province with more than one legion, each legion was commanded by a legate and the legates were commanded by the provincial governor (also a legate but of higher rank).During the later stages of the Imperial period (beginning perhaps with Diocletian), the Augustan model was abandoned. Provincial governors were stripped of military authority, and command of the armies in a group of provinces was given to generals (duces) appointed by the Emperor. These were no longer members of the Roman elite but men who came up through the ranks and had seen much practical soldiering. With increasing frequency, these men attempted (sometimes successfully) to usurp the positions of the Emperors. Decreased resources, increasing political chaos and civil war eventually left the Western Empire vulnerable to attack and takeover by neighbouring barbarian peoples.
==== Roman navy ====
Less is known about the Roman navy than the Roman army. Prior to the middle of the 3rd century BC, officials known as duumviri navales commanded a fleet of twenty ships used mainly to control piracy. This fleet was given up in 278 AD and replaced by allied forces. The First Punic War required that Rome build large fleets, and it did so largely with the assistance of and financing from allies. This reliance on allies continued to the end of the Roman Republic. The quinquereme was the main warship on both sides of the Punic Wars and remained the mainstay of Roman naval forces until replaced by the time of Caesar Augustus by lighter and more manoeuvrable vessels.As compared with a trireme, the quinquereme permitted the use of a mix of experienced and inexperienced crewmen (an advantage for a primarily land-based power), and its lesser manoeuvrability permitted the Romans to adopt and perfect boarding tactics using a troop of about 40 marines in lieu of the ram. Ships were commanded by a navarch, a rank equal to a centurion, who was usually not a citizen. Potter suggests that because the fleet was dominated by non-Romans, the navy was considered non-Roman and allowed to atrophy in times of peace.Information suggests that by the time of the late Empire (350 AD), the Roman navy comprised several fleets including warships and merchant vessels for transportation and supply. Warships were oared sailing galleys with three to five banks of oarsmen. Fleet bases included such ports as Ravenna, Arles, Aquilea, Misenum and the mouth of the Somme River in the West and Alexandria and Rhodes in the East. Flotillas of small river craft (classes) were part of the limitanei (border troops) during this period, based at fortified river harbours along the Rhine and the Danube. That prominent generals commanded both armies and fleets suggests that naval forces were treated as auxiliaries to the army and not as an independent service. The details of command structure and fleet strengths during this period are not well known, although fleets were commanded by prefects.
=== Economy ===
Ancient Rome commanded a vast area of land, with tremendous natural and human resources. As such, Rome's economy remained focused on farming and trade. Agricultural free trade changed the Italian landscape, and by the 1st century BC, vast grape and olive estates had supplanted the yeoman farmers, who were unable to match the imported grain price. The annexation of Egypt, Sicily and Tunisia in North Africa provided a continuous supply of grains. In turn, olive oil and wine were Italy's main exports. Two-tier crop rotation was practised, but farm productivity was low, around 1 ton per hectare.
Industrial and manufacturing activities were small. The largest such activities were the mining and quarrying of stones, which provided basic construction materials for the buildings of that period. In manufacturing, production was on a relatively small scale, and generally consisted of workshops and small factories that employed at most dozens of workers. However, some brick factories employed hundreds of workers.
The economy of the early Republic was largely based on smallholding and paid labour. However, foreign wars and conquests made slaves increasingly cheap and plentiful, and by the late Republic, the economy was largely dependent on slave labour for both skilled and unskilled work. Slaves are estimated to have constituted around 20% of the Roman Empire's population at this time and 40% in the city of Rome. Only in the Roman Empire, when the conquests stopped and the prices of slaves increased, did hired labour become more economical than slave ownership.
Although barter was used in ancient Rome, and often used in tax collection, Rome had a very developed coinage system, with brass, bronze, and precious metal coins in circulation throughout the Empire and beyond—some have even been discovered in India. Before the 3rd century BC, copper was traded by weight, measured in unmarked lumps, across central Italy. The original copper coins (as) had a face value of one Roman pound of copper, but weighed less. Thus, Roman money's utility as a unit of exchange consistently exceeded its intrinsic value as metal. After Nero began debasing the silver denarius, its legal value was an estimated one-third greater than its intrinsic value.
Horses were expensive and other pack animals were slower. Mass trade on the Roman roads connected military posts, where Roman markets were centered. These roads were designed for wheels. As a result, there was transport of commodities between Roman regions, but increased with the rise of Roman maritime trade in the 2nd century BC. During that period, a trading vessel took less than a month to complete a trip from Gades to Alexandria via Ostia, spanning the entire length of the Mediterranean. Transport by sea was around 60 times cheaper than by land, so the volume for such trips was much larger.
Some economists consider the Roman Empire a market economy, similar in its degree of capitalistic practices to 17th century Netherlands and 18th century England.
=== Family ===
The basic units of Roman society were households and families. Groups of households connected through the male line formed a family (gens), based on blood ties, a common ancestry or adoption. During the Roman Republic, some powerful families, or Gentes Maiores, came to dominate political life. Families were headed by their oldest male citizen, the pater familias (father of the family), who held lawful authority (patria potestas, "father's power") over wives, sons, daughters, and slaves of the household, and the family's wealth.The extreme expressions of this power—the selling or killing of family members for moral or civil offences, including simple disobedience—were very rarely exercised, and were forbidden in the Imperial era. A pater familias had moral and legal duties towards all family members. Even the most despotic pater familias was expected to consult senior members of his household and gens over matters that affected the family's well-being and reputation. Traditionally, such matters were regarded as outside the purview of the state and its magistrates; under the emperors, they were increasingly subject to state interference and legislation.Once accepted into their birth family by their fathers, children were potential heirs. They could not be lawfully given away, or sold into slavery. If parents were unable to care for their child, or if its paternity was in doubt, they could resort to infant exposure (Boswell translates this as being "offered" up to care by the gods or strangers). If a deformed or sickly newborn was patently "unfit to live", killing it was a duty of the pater familias. A citizen father who exposed a healthy freeborn child was not punished, but automatically lost his potestas over that child. Abandoned children were sometimes adopted; some would have been sold into slavery. Slavery was near-ubiquitous and almost universally accepted. In the early Republic, citizens in debt were allowed to sell their labour, and perhaps their sons, to their debtor in a limited form of slavery called nexum, but this was abolished in the middle Republic. Freedom was considered a natural and proper state for citizens; slaves could be lawfully freed, with consent and support of their owners, and still serve their owners' family and financial interests, as freedmen or freed women. This was the basis of the client-patron relationship, one of the most important features of Rome's economy and society.In law, a pater familias held potestas over his adult sons with their own households. This could give rise to legal anomalies, such as adult sons also having the status of minors. No man could be considered a pater familias, nor could he truly hold property under law, while his own father lived. During Rome's early history, married daughters came under the control (manus) of their husbands' pater familias. By the late Republic, most married women retained lawful connection to their birth family, though any children from the marriage belonged to her husband's family. The mother or an elderly relative often raised both boys and girls. Roman moralists held that marriage and child-raising fulfilled a basic duty to family, gens, and the state. Multiple remarriages were not uncommon. Fathers usually began seeking husbands for their daughters when these reached an age between twelve and fourteen, but most commoner-class women stayed single until their twenties, and in general seem to have been far more independent than wives of the elite. Divorce required the consent of one party, along with the return of any dowry. Both parents had power over their children during their minority and adulthood, but husbands had much less control over their wives.Roman citizen women held a restricted form of citizenship; they could not vote but were protected by law. They ran families, could own and run businesses, own and cultivate land, write their own wills, and plead in court on their own behalf, or on behalf of others, all under dispensation of the courts and the nominal supervision of a senior male relative. Throughout the late Republican and Imperial eras, a declining birthrate among the elite, and a corresponding increase among commoners was cause of concern for many gentes; Augustus tried to address this through state intervention, offering rewards to any woman who gave birth to three or more children, and penalising the childless. The latter was much resented, and the former had seemingly negligible results. Aristocratic women seem to have been increasingly disinclined to childbearing; it carried a high risk of mortality to mothers, and a deal of inconvenience thereafter.
=== Time and dates ===
Roman hours were counted ordinally from dawn to dawn. Thus, if sunrise was at 6 am, then 6 to 7 am was called the "first hour". Midday was called meridies and it is from this word that the terms am (ante meridiem) and pm (post meridiem) stem. The English word "noon" comes from nona ("ninth (hour)"), which referred to 3 pm in Ancient Rome. The Romans had clocks (horologia), which included giant public sundials (solaria) and water clocks (clepsydrae).
The ancient Roman week originally had eight days, which were identified by letters A to H, with the eighth day being the nundinum or market day, a kind of weekend when farmers sold their produce on the streets. The seven-day week, first introduced from the East during the early Empire, was officially adopted during the reign of Constantine. Romans named week days after celestial bodies from at least the 1st century AD. Roman months had three important days: the calends (first day of each month, always in plural), the ides (13th or 15th of the month), and the nones (ninth day before the ides, inclusive, i.e. 5th or 7th of the month). Other days were counted backwards from the next one of these days.
The Roman year originally had ten months from Martius (March) to December, with the winter period not included in the calendar. The first four months were named after gods (Martius, Aprilis, Maius, Junius) and the others were numbered (Quintilis, Sextilis, September, October, November, and December). Numa Pompilius, the second king of Rome (716–673 BC), is said to have introduced the months of January and February, both also named after gods, beginning the 12-month calendar still in use today. In 44 BC, the month Quintilis was renamed to Julius (July) after Julius Caesar and in 8 BC, Sextilis was renamed to Augustus (August) after Augustus Caesar.
The Romans had several ways of tracking years. One widespread way was the consular dating, which identified years by the two consuls who ruled each year. Another way, introduced in the late 3rd century AD, was counting years from the indictio, a 15-year period based on the announcement of the delivery of food and other goods to the government. Another way, less popular but more similar to present day, was ab urbe condita, which counted years from the mythical foundation of Rome in 753 BC.
== Culture ==
Life in ancient Rome revolved around the city of Rome, located on seven hills. The city had a vast number of monumental structures like the Colosseum, the Trajan's Forum and the Pantheon. It had theatres, gymnasiums, marketplaces, functional sewers, bath complexes complete with libraries and shops, and fountains with fresh drinking water supplied by hundreds of miles of aqueducts. Throughout the territory under the control of ancient Rome, residential architecture ranged from modest houses to country villas.
In the capital city of Rome, there were imperial residences on the elegant Palatine Hill, from which the word palace derives. The low plebeian and middle equestrian classes lived in the city center, packed into apartments, or insulae, which were almost like modern ghettos. These areas, often built by upper class property owners to rent, were often centred upon collegia or taberna. These people, provided with a free supply of grain, and entertained by gladiatorial games, were enrolled as clients of patrons among the upper class patricians, whose assistance they sought and whose interests they upheld.
=== Language ===
The native language of the Romans was Latin, an Italic language the grammar of which relies little on word order, conveying meaning through a system of affixes attached to word stems. Its alphabet was based on the Etruscan alphabet, which was in turn based on the Greek alphabet. Although surviving Latin literature consists almost entirely of Classical Latin, an artificial and highly stylised and polished literary language from the 1st century BC, the spoken language of the Roman Empire was Vulgar Latin, which significantly differed from Classical Latin in grammar and vocabulary, and eventually in pronunciation. Speakers of Latin could understand both until the 7th century when spoken Latin began to diverge so much that 'Classical' or 'Good Latin' had to be learned as a second language.While Latin remained the main written language of the Roman Empire, Greek came to be the language spoken by the well-educated elite, as most of the literature studied by Romans was written in Greek. In the eastern half of the Roman Empire, which later became the Eastern Roman Empire, Latin was never able to replace Greek, and after the death of Justinian, Greek became the official language of the Eastern government. The expansion of the Roman Empire spread Latin throughout Europe, and Vulgar Latin evolved into many distinct Romance languages.
=== Religion ===
Archaic Roman religion, at least concerning the gods, was made up not of written narratives, but rather of complex interrelations between gods and humans. Unlike in Greek mythology, the gods were not personified, but were vaguely defined sacred spirits called numina. Romans also believed that every person, place or thing had its own genius, or divine soul. During the Roman Republic, Roman religion was organised under a strict system of priestly offices, which were held by men of senatorial rank. The College of Pontifices was uppermost body in this hierarchy, and its chief priest, the Pontifex Maximus, was the head of the state religion. Flamens took care of the cults of various gods, while augurs were trusted with taking the auspices. The sacred king took on the religious responsibilities of the deposed kings. In the Roman Empire, deceased emperors who had ruled well were deified by their successors and the Senate. and the formalised imperial cult became increasingly prominent.
As contact with the Greeks increased, the old Roman gods became increasingly associated with Greek gods. Under the Empire, the Romans absorbed the mythologies of their conquered subjects, often leading to situations in which the temples and priests of traditional Italian deities existed side by side with those of foreign gods.Beginning with Emperor Nero in the 1st century AD, Roman official policy towards Christianity was negative, and at some point, being a Christian could be punishable by death. Under Emperor Diocletian, the persecution of Christians reached its peak. However, it became an officially supported religion in the Roman state under Diocletian's successor, Constantine I, with the signing of the Edict of Milan in 313, and quickly became dominant. All religions except Christianity were prohibited in 391 AD by an edict of Emperor Theodosius I.
=== Ethics and morality ===
Like many ancient cultures, concepts of ethics and morality, while sharing some commonalities with modern society, differed greatly in several important ways. Because ancient civilisations like Rome were under constant threat of attack from marauding tribes, their culture was necessarily militaristic with martial skills being a prized attribute. Whereas modern societies consider compassion a virtue, Roman society considered compassion a vice, a moral defect. Indeed, one of the primary purposes of the gladiatorial games was to inoculate Roman citizens from this weakness. Romans instead prized virtues such as courage and conviction (virtus), a sense of duty to one's people, moderation and avoiding excess (moderatio), forgiveness and understanding (clementia), fairness (severitas), and loyalty (pietas).Roman society had well-established and restrictive norms related to sexuality, though as with many societies, the lion's share of the responsibilities fell on women. Women were generally expected to be monogamous having only a single husband during their life (univira), though this was much less regarded by the elite, especially under the empire. Women were expected to be modest in public avoiding any provocative appearance and to demonstrate absolute fidelity to their husbands (pudicitia). Indeed, wearing a veil was a common expectation to preserve modesty. Sex outside of marriage was generally frowned upon for men and women and indeed was made illegal during the imperial period. Nevertheless, prostitution was an accepted and regulated practice.Public demonstrations of death, violence, and brutality were used as a source of entertainment in Roman communities; however it was also a way to maintain social order, demonstrate power, and signify communal unity.
=== Art, music and literature ===
Roman painting styles show Greek influences, and surviving examples are primarily frescoes used to adorn the walls and ceilings of country villas, though Roman literature includes mentions of paintings on wood, ivory, and other materials. Several examples of Roman painting have been found at Pompeii, and from these art historians divide the history of Roman painting into four periods.
The first style of Roman painting was practised from the early 2nd century BC to the early- or mid-1st century BC. It was mainly composed of imitations of marble and masonry, though sometimes including depictions of mythological characters.
The second style began during the early 1st century BC and attempted to depict realistically three-dimensional architectural features and landscapes. The third style occurred during the reign of Augustus (27 BC – 14 AD), and rejected the realism of the second style in favour of simple ornamentation. A small architectural scene, landscape, or abstract design was placed in the center with a monochrome background. The fourth style, which began in the 1st century AD, depicted scenes from mythology, while retaining architectural details and abstract patterns.
Portrait sculpture used youthful and classical proportions, evolving later into a mixture of realism and idealism. During the Antonine and Severan periods, ornate hair and bearding, with deep cutting and drilling, became popular. Advancements were also made in relief sculptures, usually depicting Roman victories.
Latin literature was, from its start, influenced heavily by Greek authors. Some of the earliest extant works are of historical epics telling the early military history of Rome. As the Republic expanded, authors began to produce poetry, comedy, history, and tragedy.
Roman music was largely based on Greek music, and played an important part in many aspects of Roman life. In the Roman military, musical instruments such as the tuba (a long trumpet) or the cornu were used to give various commands, while the buccina (possibly a trumpet or horn) and the lituus (probably an elongated J-shaped instrument), were used in ceremonial capacities. Music was used in the Roman amphitheatres between fights and in the odea, and in these settings is known to have featured the cornu and the hydraulis (a type of water organ). Most religious rituals featured musical performances. Some music historians believe that music was used at almost all public ceremonies.The graffiti, brothels, paintings, and sculptures found in Pompeii and Herculaneum suggest that the Romans had a sex-saturated culture.
=== Cuisine ===
Ancient Roman cuisine changed over the long duration of this ancient civilisation. Dietary habits were affected by the influence of Greek culture, the political changes from Kingdom to Republic to Empire, and the Empire's enormous expansion, which exposed Romans to many new, provincial culinary habits and cooking techniques. In the beginning the differences between social classes were relatively small, but disparities evolved with the Empire's growth. Men and women drank wine with their meals.The ancient Roman diet included many items that are staples of modern Italian cooking. Pliny the Elder discussed more than 30 varieties of olive, 40 kinds of pear, figs (native and imported from Africa and the eastern provinces), and a wide variety of vegetables, including carrots (of different colours, but not orange) as well as celery, garlic, some flower bulbs, cabbage and other brassicas (such as kale and broccoli), lettuce, endive, onion, leek, asparagus, radishes, turnips, parsnips, beets, green peas, chard, cardoons, olives, and cucumber.However, some foods now considered characteristic of modern Italian cuisine were not used. In particular, spinach and eggplant (aubergine) were introduced later from the Arab world, and tomatoes, potatoes, capsicum peppers, and maize (the modern source of polenta) only appeared in Europe following the discovery of the New World and the Columbian Exchange. The Romans knew of rice, but it was very rarely available to them. There were also few citrus fruits.Butcher's meat such as beef was an uncommon luxury. The most popular meat was pork, especially sausages. Fish was more common than meat, with a sophisticated aquaculture and large-scale industries devoted to oyster farming. The Romans also engaged in snail farming and oak grub farming. Some fish were greatly esteemed and fetched high prices, such as mullet raised in the fishery at Cosa, and "elaborate means were invented to assure its freshness".Traditionally, a breakfast called ientaculum was served at dawn. At mid-day to early afternoon, Romans ate cena, the main meal of the day, and at nightfall a light supper called vesperna. With the increased importation of foreign foods, the cena grew larger in size and included a wider range of foods. Thus, it gradually shifted to the evening, while the vesperna was abandoned completely over the course of the years. The mid-day meal prandium became a light meal to hold one over until cena.
=== Fashion ===
The toga, a common garment during the era of Julius Caesar, was gradually abandoned by all social classes of the Empire. At the early 4th century, the toga had become just a garment worn by senators in Senate and ceremonial events. At the 4th century, the toga was replaced by the paenula (a garment similar to a poncho) as the everyday garment of the Romans, from the lower classes to the upper classes. Another garment that was popular among the Romans in the later years of the Western Roman Empire was the pallium, which was mostly worn by philosophers and scholars in general. Due to external influences, mainly from the Germanic peoples, the Romans adopted tunics very similar to those used by the Germanic peoples with whom they interacted in the final years of the Western Empire, also adopted trousers and hats like the pileus pannonicus. At the Late Empire the paludamentum (a type of military clothing) was used only by the Emperor of Rome (since the reign of Augustus, the first emperor) while the dalmatic (also used by the Christian clergy) began to spread throughout the empire.
=== Games and recreation ===
The youth of Rome had several forms of athletic play and exercise. Play for boys was supposed to prepare them for active military service, such as jumping, wrestling, boxing, and racing. In the countryside, pastimes for the wealthy also included fishing and hunting. The Romans also had several forms of ball playing, including one resembling handball. Dice games, board games, and gamble games were popular pastimes. For the wealthy, dinner parties presented an opportunity for entertainment, sometimes featuring music, dancing, and poetry readings. The majority, less well-off, sometimes enjoyed similar parties through clubs or associations, but for most Romans, recreational dining usually meant patronising taverns.Children entertained themselves with toys and such games as leapfrog.Public games and spectacles were sponsored by leading Romans who wished to advertise their generosity and court popular approval; in Rome or its provinces, this usually meant the emperor or his governors. Venues in Rome and the provinces were developed specifically for public games. Rome's Colisseum was built in 70 AD under the Roman emperor Vespasian and opened in 80 AD to host other events and gladiatorial combats. Gladiators had an exotic and inventive variety of arms and armour. They sometimes fought to the death, but more often to an adjudicated victory, usually in keeping with the mood of the watching crowd. Shows of exotic animals were popular in their own right; but sometimes animals were pitted against human beings, either armed professionals or unarmed criminals who had been condemned to public death.
Chariot racing was extremely popular among all classes. In Rome, these races were usually held at the Circus Maximus, which had been purpose-built for chariot and horse-racing and, as Rome's largest public place, was also used for festivals and animal shows. It could seat around 150,000 people; The charioteers raced in teams, identified by their colours; some aficionados were members of extremely, even violently partisan circus factions.
== Technology ==
Ancient Rome boasted impressive technological feats, using many advancements that were lost in the Middle Ages and not rivalled again until the 19th and 20th centuries. An example of this is insulated glazing, which was not invented again until the 1930s. Many practical Roman innovations were adopted from earlier Greek designs. Advancements were often divided and based on craft. Artisans guarded technologies as trade secrets.Roman civil engineering and military engineering constituted a large part of Rome's technological superiority and legacy, and contributed to the construction of hundreds of roads, bridges, aqueducts, public baths, theatres and arenas. Many monuments, such as the Colosseum, Pont du Gard, and Pantheon, remain as testaments to Roman engineering and culture.
The Romans were renowned for their architecture, which is grouped with Greek traditions into "Classical architecture". Although there were many differences from Greek architecture, Rome borrowed heavily from Greece in adhering to strict, formulaic building designs and proportions. Aside from two new orders of columns, composite and Tuscan, and from the dome, which was derived from the Etruscan arch, Rome had relatively few architectural innovations until the end of the Republic.
In the 1st century BC, Romans started to use Roman concrete widely. Concrete was invented in the late 3rd century BC. It was a powerful cement derived from pozzolana, and soon supplanted marble as the chief Roman building material and allowed many daring architectural forms. Also in the 1st century BC, Vitruvius wrote De architectura, possibly the first complete treatise on architecture in history. In the late 1st century BC, Rome also began to use glassblowing soon after its invention in Syria about 50 BC. Mosaics took the Empire by storm after samples were retrieved during Lucius Cornelius Sulla's campaigns in Greece.
The Romans also largely built using timber, causing a rapid decline of the woodlands surrounding Rome and in much of the Apennine Mountains due to the demand for wood for construction, shipbuilding and fire. The first evidence of long-distance wood trading come from the discovery of wood planks, felled between AD 40 and 60, coming from the Jura mountains in northeastern France and ending up more than 1,055 miles (1,700 km) away, in the foundations of a lavish portico that was part of a vast wealthy patrician villa, in Central Rome. It is suggested that timber, around 4 metres (13 ft) long, came up to Rome via the Tiber River on ships travelling across the Mediterranean Sea from the confluence of the Saône and Rhône rivers in what is now the city of Lyon in present-day France.
With solid foundations and good drainage, Roman roads were known for their durability and many segments of the Roman road system were still in use a thousand years after the fall of Rome. The construction of a vast and efficient travel network throughout the Empire dramatically increased Rome's power and influence. They allowed Roman legions to be deployed rapidly, with predictable marching times between key points of the empire, no matter the season. These highways also had enormous economic significance, solidifying Rome's role as a trading crossroads—the origin of the saying "all roads lead to Rome". The Roman government maintained a system of way stations, known as the cursus publicus, and established a system of horse relays allowing a dispatch to travel up to 80 km (50 mi) a day.
The Romans constructed numerous aqueducts to supply water to cities and industrial sites and to aid in their agriculture. By the third century, the city of Rome was supplied by 11 aqueducts with a combined length of 450 km (280 mi). The Romans also made major advancements in sanitation. Romans were particularly famous for their public baths, called thermae, which were used for both hygienic and social purposes. Many Roman houses had flush toilets and indoor plumbing, and a complex sewer system, the Cloaca Maxima, was used to drain the local marshes and carry waste into the Tiber. Some historians have speculated that lead pipes in the sewer and plumbing systems led to widespread lead poisoning, which contributed to fall of Rome; however, lead content would have been minimised.
== Legacy ==
Ancient Rome is the progenitor of Western civilisation. The customs, religion, law, technology, architecture, political system, military, literature, languages, alphabet, government and many factors and aspects of western civilisation are all inherited from Roman advancements. The rediscovery of Roman culture revitalised Western civilisation, playing a role in the Renaissance and the Age of Enlightenment.
== Historiography ==
=== Primary and Secondary sources ===
Although there has been a diversity of works on ancient Roman history, many of them are lost. As a result of this loss, there are gaps in Roman history, which are filled by unreliable works, such as the Historia Augusta and other books from obscure authors. Historians used their works for the lauding of Roman culture and customs, and to flatter their patrons. Caesar wrote his own accounts of his military campaigns in Gaul and during the Civil War in part to impress his contemporaries.In the Empire, the biographies of famous men and early emperors flourished, examples being The Twelve Caesars of Suetonius, and Plutarch's Parallel Lives. Other major works of Imperial times were that of Livy and Tacitus.
Polybius – The Histories
Sallust – Bellum Catilinae and Bellum Jugurthinum
Julius Caesar – De Bello Gallico and De Bello Civili
Livy – Ab urbe condita
Dionysius of Halicarnassus – Roman Antiquities
Pliny the Elder – Naturalis Historia
Josephus – The Jewish War
Suetonius – The Twelve Caesars (De Vita Caesarum)
Tacitus – Annales and Histories
Plutarch – Parallel Lives (a series of biographies of famous Roman and Greek men)
Cassius Dio – Historia Romana
Herodian – History of the Roman Empire since Marcus Aurelius
Ammianus Marcellinus – Res GestaeInterest in studying, and idealising, ancient Rome became prevalent during the Italian Renaissance. Edward Gibbon's The History of the Decline and Fall of the Roman Empire "began the modern study of Roman history in the English-speaking world". Barthold Georg Niebuhr was a founder of the examination of ancient Roman history and wrote The Roman History, tracing the period until the First Punic war. During the Napoleonic, The History of Romans by Victor Duruy highlighted the Caesarean period popular at the time. History of Rome, Roman constitutional law and Corpus Inscriptionum Latinarum, all by Theodor Mommsen, became milestones.
Edward Gibbon – The History of the Decline and Fall of the Roman Empire
John Bagnall Bury – History of the Later Roman Empire
Michael Grant – The Roman World
Barbara Levick – Claudius
Barthold Georg Niebuhr
Michael Rostovtzeff
Howard Hayes Scullard – The History of the Roman World
Ronald Syme – The Roman Revolution
Adrian Goldsworthy – Caesar: The Life of a Colossus and How Rome fell
Mary Beard - SPQR: A History of Ancient Rome
== See also ==
Outline of classical studies
Outline of ancient Rome
Timeline of Roman history
Regions in Greco-Roman antiquity
List of ancient Romans
List of Roman Emperors
List of Roman civil wars and revolts
== References ==
Footnotes
Citations
=== Sources ===
== Further reading ==
== External links ==
Ancient Rome resources for students from the Courtenay Middle School Library.
History of ancient Rome OpenCourseWare from the University of Notre Dame providing free resources including lectures, discussion questions, assignments, and exams.
Gallery of the Ancient Art: Ancient Rome
Lacus Curtius
Livius.Org Archived 1 July 2017 at the Wayback Machine
United Nations of Roma Victrix (UNRV) History
Water and Wastewater Systems in Imperial Rome
The Jewish History of Rome
Roman DNA project
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Library of Congress Classification
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The Library of Congress Classification (LCC) is a system of library classification developed by the Library of Congress in the United States, which can be used for shelving books in a library. LCC is mainly used by large research and academic libraries, while most public libraries and small academic libraries used the Dewey Decimal Classification system. The classification was developed by James Hanson (chief of the Catalog Department), with assistance from Charles Martel, in 1897, while they were working at the Library of Congress. It was designed specifically for the purposes and collection of the Library of Congress to replace the fixed location system developed by Thomas Jefferson.
LCC has been criticized for lacking a sound theoretical basis; many of the classification decisions were driven by the practical needs of that library rather than epistemological considerations. Although it divides subjects into broad categories, it is essentially enumerative in nature. That is, it provides a guide to the books actually in one library's collections, not a classification of the world.
== History ==
The central core of the modern Library of Congress was formed from books sold to the government by Thomas Jefferson after the original collection was razed by the British in the War of 1812. As a result, the original classification system used by the library was of his own invention. However, by the end of the nineteenth century, the collection had grown to over a million volumes and his system was deemed too unwieldy.John Russell Young, the seventh Librarian of Congress, hired James Hanson and Charles Martel in 1897, who began the development of a new classification system that would more accurately describe the collections the library held. Young's tenure as Librarian ended with his death in 1899, and his successor, Herbert Putnam, continued to implement the updates to the catalog through his long stay in the office. By the time he departed from his post in 1939, all the classes except K (Law) were well developed.In creating their classification system, Hanson and Martel evaluated several systems already in existence, including the Dewey Decimal System, Charles Ammi Cutter's Cutter Expansive Classification, the Index Medicus, and the Putnam Classification System (developed while Putnam was head librarian at the Minneapolis Public Library). The one closest to their needs was Cutter's; however, he died before the completion of his system. Hanson and Martel thus decided to develop their own unique system, strongly based on his ideas. They published their first outline of the classification scheme in 1904. Development of the classes continued throughout the twentieth century. The last class to be developed was K (Law): the first K schedule was published in 1969 and not completed until the 2004 publication of KB.From 1996 onwards, the LCC schedules were available online, and since 2013, there have been no new print editions of the classification system. All updates are now distributed by the Library's Cataloging Distribution Service entirely online.
== Design and organization ==
LCC divides all knowledge into twenty-one basic classes, exchanges given a single letter of the alphabet as an identifier. The vast majority of these classes are divided further into two and three level sub-classes. With these sub-classes, numerical ranges are assigned to topics, going from more general to more specific. Unlike in the Dewey Decimal Classification, where the numbers assigned to a topic iterate throughout the system (e.g., the ".05" tag indicated a periodical publication on the topic), the LCC numerical ranges are strictly hierarchal, only corresponding to their level on the outline. LCC is enumerative, meaning that it lists all the classes in officially published schedules, which are updated as needed by the Library of Congress.
After the range of numbers making up the topical division, call numbers often also include one or more Cutter numbers, modeled after the unfinished Cutter Expansive Classification index. The full LCC schedules contain tables that describe Cutter numbers for certain types of media, collections of work, and geographical areas. Cutter numbers also can take the form of an author-specific code, containing a letter and several numbers corresponding to the author's last name. This serves to further distinguish publications and nominally alphabetize volumes within a topic section. The final component of a typical LCC call-number is the publication year, in full. Library collections can add modifiers to distinguish specific volumes, such as "Copy 1."LCC should not be confused with Library of Congress Control Numbers (LCCN), which are assigned to all books (and authors) and defines online catalog entries. Library of Congress Classification is also distinct from Library of Congress Subject Headings, the system of labels such as "Glaciers" and "Glaciers—Fiction" that describe contents systematically.One variation from the original LCC system is the National Library of Medicine classification system (NLM), which uses the initial letters W and QS–QZ, which are not used by LCC. Some libraries use NLM in conjunction with LCC, eschewing LCC's R, QM, and QP, which overlap with NLM's schema. Another is the Canadian Universities and the Canadian National Library using FC for Canadian History, a subclass that LCC has not officially adopted, but which it has agreed not to use for anything else.
=== Classes ===
== Use and criticism ==
Together with the Dewey Decimal System (DDC), LCC make up the two main classification system used in U.S. libraries. LCC is favored by large academic and research libraries.
Systems of classification can be evaluated on several metrics, including expressiveness (the ability of the numeration system to express the hierarchal and correlative relationships between topics), hospitality (the ability of the system to accommodate new subjects), and brevity (length of call numbers). While LCC is significantly less expressive than DDC, it is extremely hospitable, mainly in the fact that five class (I, O, W, X, and Y) lack any assignment to topics. LCC call numbers also tend to be shorter than those in DDC.
The main difference between DDC and LCC is their approach to classifying. Dewey's system is a comprehensive classification to all topics, with no regard to the actual collections a library might hold. While this has allowed it to be successfully adapted into more modern classification systems for use outside of libraries, such as the Universal Decimal Classification (UDC), it does make it more unwieldy for large or specialized collections. On the other hand, Hanson and Martel designed LCC specifically for library use, which means while it does not completely enumerate the world, it does more reflect what books a library might hold.Because LCC was designed around the collections of the Library of Congress, it has an American, European, and Christian bias, as reflected mainly in the earlier developed schedules of D (World History), E and F (History of the Americas), and B (Philosophy, Psychology, Religion). On the other hand, the later-developed K (Law) gives fairly even weight to global law. Today, the various schedules are maintained and revised by the Library's Policy and Standards Division, in conjunction with experts in each field. However, updating various schedules with classification biases is generally assumed to be impractical due to the massive workload that would result in, especially as the "discipline" based classes of LCC have been entrenched in the average library user's mind.Like all classification systems, LCC struggles with catering to interdisciplinary scholars and topics, as ultimately, a book can only be shelved in a single location. Additionally, LCC has a problem with "othering" marginalized groups, making works related to or authored by members of these groups particularly difficult to locate. This is not a new issue, and libraries with more specialized collections about minority groups or issues sometimes eschew LCC, with one example alternative classification being the Harvard–Yenching Classification, specifically developed for Chinese language materials.
== Full classification outline ==
=== Class A – general works ===
Subclass AC – Collections. Series. Collected works
Subclass AE – Encyclopedias
Subclass AG – Dictionaries and other general reference works
Subclass AI – Indexes
Subclass AM – Museums. Collectors and collecting
Subclass AN – Newspapers
Subclass AP – Periodicals
Subclass AS – Academies and learned societies
Subclass AY – Yearbooks. Almanacs. Directories
Subclass AZ – History of scholarship and learning. The humanities
=== Class B – Philosophy, Psychology, Religion ===
Subclass B – Philosophy (General)
Subclass BC – Logic
Subclass BD – Speculative philosophy
Subclass BF – Psychology
Subclass BH – Aesthetics
Subclass BJ – Ethics
Subclass BL – Religions. Mythology. Rationalism
Subclass BM – Judaism
Subclass BP – Islam. Baháʼísm. Theosophy, etc.
Subclass BQ – Buddhism
Subclass BR – Christianity
Subclass BS – The Bible
Subclass BT – Doctrinal theology
Subclass BV – Practical theology
Subclass BX – Christian Denominations
=== Class C – Auxiliary Sciences of History ===
Subclass C – Auxiliary Sciences of History
Subclass CB – History of Civilization
Subclass CC – Archaeology
Subclass CD – Diplomatics. Archives. Seals
Subclass CE – Technical Chronology; Calendar
Subclass CJ – Numismatics
Subclass CN – Inscriptions; Epigraphy
Subclass CR – Heraldry
Subclass CS – Genealogy
Subclass CT – Biography
=== Class D – World History and History of Europe, Asia, Africa, Australia, New Zealand, etc. ===
Subclass D – History (General)
Subclass DA – Great Britain
Subclass DAW – Central Europe
Subclass DB – Austria – Liechtenstein – Hungary – Czechoslovakia
Subclass DC – France – Andorra – Monaco
Subclass DD – Germany
Subclass DE – Greco-Roman World
Subclass DF – Greece
Subclass DG – Italy – Malta
Subclass DH – Low Countries – Benelux Countries
Subclass DJ – Netherlands (Holland)
Subclass DJK – Eastern Europe (General)
Subclass DK – Russia. Soviet Union. Former Soviet Republics – Poland
Subclass DL – Northern Europe. Scandinavia
Subclass DP – Spain – Portugal
Subclass DQ – Switzerland
Subclass DR – Balkan Peninsula
Subclass DS – Asia
Subclass DT – Africa
Subclass DU – Oceania (South Seas)
Subclass DX – Romanies
=== Class E – History of America ===
Class E does not have any subclasses.
=== Class F – Local History of the Americas ===
Class F does not have any subclasses, though Canadian Universities and the Canadian National Library use FC for Canadian History, a subclass that LCC has not officially adopted, but which it has agreed not to use for anything else.
=== Class G – Geography, Anthropology, Recreation ===
Subclass G – Geography (General). Atlases. Maps
Subclass GA – Mathematical geography. Cartography
Subclass GB – Physical geography
Subclass GC – Oceanography
Subclass GE – Environmental Sciences
Subclass GF – Human ecology. Anthropogeography
Subclass GN – Anthropology
Subclass GR – Folklore
Subclass GT – Manners and customs (General)
Subclass GV – Recreation. Leisure
=== Class H – Social Sciences ===
Subclass H – Social sciences (General)
Subclass HA – Statistics
Subclass HB – Economic theory. Demography
Subclass HC – Economic history and conditions
Subclass HD – Industries. Land use. Labor
Subclass HE – Transportation and communications
Subclass HF – Commerce
Subclass HG – Finance
Subclass HJ – Public finance
Subclass HM – Sociology (General)
Subclass HN – Social history and conditions. Social problems. Social reform
Subclass HQ – The family. Marriage, Women and Sexuality
Subclass HS – Societies: secret, benevolent, etc.
Subclass HT – Communities. Classes. Races
Subclass HV – Social pathology. Social and public welfare. Criminology
Subclass HX – Socialism. Communism. Anarchism
=== Class J – Political Science ===
Subclass J – General legislative and executive papers
Subclass JA – Political science (General)
Subclass JC – Political theory
Subclass JF – Political institutions and public administration
Subclass JJ – Political institutions and public administration (North America)
Subclass JK – Political institutions and public administration (United States)
Subclass JL – Political institutions and public administration (Canada, Latin America, etc.)
Subclass JN – Political institutions and public administration (Europe)
Subclass JQ – Political institutions and public administration (Asia, Africa, Australia, Pacific Area, etc.)
Subclass JS – Local government. Municipal government
Subclass JV – Colonies and colonization. Emigration and immigration. International migration
Subclass JX – International law, see JZ and KZ (obsolete)
Subclass JZ – International relations
=== Class K – Law ===
Subclass K – Law in general. Comparative and uniform law. Jurisprudence
Subclass KB – Religious law in general. Comparative religious law. Jurisprudence
Subclass KBM – Jewish law
Subclass KBP – Islamic law
Subclass KBR – History of canon law
Subclass KBS – Canon law of Eastern churches
Subclass KBT – Canon law of Eastern Rite Churches in Communion with the Holy See of Rome
Subclass KBU – Law of the Roman Catholic Church. The Holy See
Subclasses – KD/KDK - United Kingdom and Ireland
Subclass KDZ – America. North America
Subclass KE – Canada
Subclass KF – United States
Subclass KG – Latin America – Mexico and Central America – West Indies. Caribbean area
Subclass KH – South America
Subclasses KJ-KKZ – Europe
Subclasses KL-KWX – Asia and Eurasia, Africa, Pacific Area, and Antarctica
Subclass KU/KUQ – Law of Australia and New Zealand
Subclass KZ – Law of nations
=== Class L – Education ===
Subclass L – Education (General)
Subclass LA – History of education
Subclass LB – Theory and practice of education
Subclass LC – Special aspects of education
Subclass LD – Individual institutions – United States
Subclass LE – Individual institutions – America (except United States)
Subclass LF – Individual institutions – Europe
Subclass LG – Individual institutions – Asia, Africa, Indian Ocean islands, Australia, New Zealand, Pacific islands
Subclass LH – College and school magazines and papers
Subclass LJ – Student fraternities and societies, United States
Subclass LT – Textbooks
=== Class M – Music ===
Subclass M – Music
Subclass ML – Literature on music
Subclass MT – Instruction and study
=== Class N – Fine Arts ===
Subclass N – Visual Arts
Subclass NA – Architecture
Subclass NB – Sculpture
Subclass NC – Drawing. Design. Illustration
Subclass ND – Painting
Subclass NE – Print media
Subclass NK – Decorative arts
Subclass NX – Arts in general
=== Class P – Language and Literature ===
Subclass P – Philology. Linguistics
Subclass PA – Greek language and literature. Latin language and literature
Subclass PB – Modern languages. Celtic languages and literature
Subclass PC – Romanic languages
Subclass PD – Germanic languages. Scandinavian languages
Subclass PE – English language
Subclass PF – West Germanic languages
Subclass PG – Slavic languages and literature. Baltic languages. Albanian language
Subclass PH – Uralic languages. Basque language
Subclass PJ – Oriental languages and literatures
Subclass PK – Indo-Iranian languages and literature
Subclass PL – Languages and literature of Eastern Asia, Africa, Oceania
Subclass PM – Hyperborean, Native American, and artificial languages
Subclass PN – Literature (General)
Subclass PQ – French literature – Italian literature – Spanish literature – Portuguese literature
Subclass PR – English literature
Subclass PS – American literature
Subclass PT – German literature – Dutch literature – Flemish literature since 1830 – Afrikaans literature -Scandinavian literature – Old Norse literature: Old Icelandic and Old Norwegian – Modern Icelandic literature – Faroese literature – Danish literature – Norwegian literature – Swedish literature
Subclass PZ – Fiction and juvenile belles lettres
=== Class Q – Science ===
Subclass Q – Science (General)
Subclass QA – Mathematics
Subclass QB – Astronomy
Subclass QC – Physics
Subclass QD – Chemistry
Subclass QE – Geology
Subclass QH – Natural history – Biology
Subclass QK – Botany
Subclass QL – Zoology
Subclass QM – Human anatomy
Subclass QP – Physiology
Subclass QR – Microbiology
=== Class R – Medicine ===
Subclass R – Medicine (General)
Subclass RA – Public aspects of medicine
Subclass RB – Pathology
Subclass RC – Internal medicine
Subclass RD – Surgery
Subclass RE – Ophthalmology
Subclass RF – Otorhinolaryngology
Subclass RG – Gynecology and Obstetrics
Subclass RJ – Pediatrics
Subclass RK – Dentistry
Subclass RL – Dermatology
Subclass RM – Therapeutics. Pharmacology
Subclass RS – Pharmacy and materia medica
Subclass RT – Nursing
Subclass RV – Botanic, Thomsonian, and Eclectic medicine
Subclass RX – Homeopathy
Subclass RZ – Other systems of medicine
=== Class S – Agriculture ===
Subclass S – Agriculture (General)
Subclass SB – Horticulture. Plant propagation. Plant breeding
Subclass SD – Forestry. Arboriculture. Silviculture
Subclass SF – Animal husbandry. Animal science
Subclass SH – Aquaculture. Fisheries. Angling
Subclass SK – Hunting
=== Class T – Technology ===
Subclass T – Technology (General)
Subclass TA – Engineering Civil engineering (General).
Subclass TC – Hydraulic engineering. Ocean engineering
Subclass TD – Environmental technology. Sanitary engineering
Subclass TE – Highway engineering. Roads and pavements
Subclass TF – Railroad engineering and operation
Subclass TG – Bridges
Subclass TH – Building construction
Subclass TJ – Mechanical engineering and machinery
Subclass TK – Electrical engineering. Electronics. Nuclear engineering
Subclass TL – Motor vehicles. Aeronautics. Astronautics
Subclass TN – Mining engineering. Metallurgy
Subclass TP – Chemical technology
Subclass TR – Photography
Subclass TS – Manufacturing engineering. Mass production
Subclass TT – Handicrafts. Arts and crafts
Subclass TX – Home economics
=== Class U – Military Science ===
Subclass U – Military science (General)
Subclass UA – Armies: Organization, distribution, military situation
Subclass UB – Military administration
Subclass UC – Military maintenance and transportation
Subclass UD – Infantry
Subclass UE – Cavalry. Armor
Subclass UF – Artillery
Subclass UG – Military engineering. Air forces
Subclass UH – Other military services
=== Class V – Naval Science ===
Subclass V – Naval science (General)
Subclass VA – Navies: Organization, distribution, naval situation
Subclass VB – Naval administration
Subclass VC – Naval maintenance
Subclass VD – Naval seamen
Subclass VE – Marines
Subclass VF – Naval ordnance
Subclass VG – Minor services of navies
Subclass VK – Navigation. Merchant marine
Subclass VM – Naval architecture. Shipbuilding. Marine engineering
=== Class Z – Bibliography, Library Science ===
Subclass Z – Books (General). Writing. Paleography. Book industries and trade. Libraries. Bibliography
Subclass ZA – Information resources/materials
== See also ==
ACM Computing Classification System
Books in the United States
Brinkler classification
Chinese Library Classification
Database of Recorded American Music
Dewey Decimal Classification
Comparison of Dewey and Library of Congress subject classification
Harvard–Yenching Classification
Moys Classification Scheme
ISBN
Minnie Earl Sears, formulated Sears Subject Headings, simplified for use by small libraries
== Notes ==
== References ==
== External links ==
Library of Congress classification outline, loc.gov
Full list of LCC classification schedules, loc.gov
Library of Congress – classification, loc.gov
Cataloging Distribution Services – source of Library of Congress Classification schedules. loc.gov
Classification outline, loc.gov
How to read LCC call numbers, geography.about.com (via The Wayback Machine)
How to use LCC to organize a home library, zackgrossbart.com
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Carl Linnaeus
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Carl Linnaeus ( lin-EE-əs, lin-AY-əs, Swedish: [ˈkɑːɭ lɪˈněːɵs]; 23 May 1707 – 10 January 1778), also known after his ennoblement in 1761 as Carl von Linné (Swedish pronunciation: [ˈkɑːɭ fɔn lɪˈneː] ), was a Swedish botanist, zoologist, taxonomist, and physician who formalised binomial nomenclature, the modern system of naming organisms. He is known as the "father of modern taxonomy". Many of his writings were in Latin; his name is rendered in Latin as Carolus Linnæus and, after his 1761 ennoblement, as Carolus a Linné.
Linnaeus was the son of a curate and he was born in Råshult, the countryside of Småland, in southern Sweden. He received most of his higher education at Uppsala University and began giving lectures in botany there in 1730. He lived abroad between 1735 and 1738, where he studied and also published the first edition of his Systema Naturae in the Netherlands. He then returned to Sweden where he became professor of medicine and botany at Uppsala. In the 1740s, he was sent on several journeys through Sweden to find and classify plants and animals. In the 1750s and 1760s, he continued to collect and classify animals, plants, and minerals, while publishing several volumes. By the time of his death in 1778, he was one of the most acclaimed scientists in Europe.
Philosopher Jean-Jacques Rousseau sent him the message: "Tell him I know no greater man on Earth." Johann Wolfgang von Goethe wrote: "With the exception of Shakespeare and Spinoza, I know no one among the no longer living who has influenced me more strongly." Swedish author August Strindberg wrote: "Linnaeus was in reality a poet who happened to become a naturalist." Linnaeus has been called Princeps botanicorum (Prince of Botanists) and "The Pliny of the North". He is also considered one of the founders of modern ecology.In botany and zoology, the abbreviation L. is used to indicate Linnaeus as the authority for a species' name. In older publications, the abbreviation "Linn." is found. Linnaeus's remains constitute the type specimen for the species Homo sapiens following the International Code of Zoological Nomenclature, since the sole specimen that he is known to have examined was himself.
== Early life ==
=== Childhood ===
Linnaeus was born in the village of Råshult in Småland, Sweden, on 23 May 1707. He was the first child of Nicolaus (Nils) Ingemarsson (who later adopted the family name Linnaeus) and Christina Brodersonia. His siblings were Anna Maria Linnæa, Sofia Juliana Linnæa, Samuel Linnæus (who would eventually succeed their father as rector of Stenbrohult and write a manual on beekeeping), and Emerentia Linnæa. His father taught him Latin as a small child.One of a long line of peasants and priests, Nils was an amateur botanist, a Lutheran minister, and the curate of the small village of Stenbrohult in Småland. Christina was the daughter of the rector of Stenbrohult, Samuel Brodersonius.A year after Linnaeus's birth, his grandfather Samuel Brodersonius died, and his father Nils became the rector of Stenbrohult. The family moved into the rectory from the curate's house.Even in his early years, Linnaeus seemed to have a liking for plants, flowers in particular. Whenever he was upset, he was given a flower, which immediately calmed him. Nils spent much time in his garden and often showed flowers to Linnaeus and told him their names. Soon Linnaeus was given his own patch of earth where he could grow plants.Carl's father was the first in his ancestry to adopt a permanent surname. Before that, ancestors had used the patronymic naming system of Scandinavian countries: his father was named Ingemarsson after his father Ingemar Bengtsson. When Nils was admitted to the University of Lund, he had to take on a family name. He adopted the Latinate name Linnæus after a giant linden tree (or lime tree), lind in Swedish, that grew on the family homestead. This name was spelled with the æ ligature. When Carl was born, he was named Carl Linnæus, with his father's family name. The son also always spelled it with the æ ligature, both in handwritten documents and in publications. Carl's patronymic would have been Nilsson, as in Carl Nilsson Linnæus.
=== Early education ===
Linnaeus's father began teaching him basic Latin, religion, and geography at an early age. When Linnaeus was seven, Nils decided to hire a tutor for him. The parents picked Johan Telander, a son of a local yeoman. Linnaeus did not like him, writing in his autobiography that Telander "was better calculated to extinguish a child's talents than develop them".Two years after his tutoring had begun, he was sent to the Lower Grammar School at Växjö in 1717. Linnaeus rarely studied, often going to the countryside to look for plants. At some point, his father went to visit him and, after hearing critical assessments by his preceptors, he decided to put the youth as an apprentice to some honest cobbler. He reached the last year of the Lower School when he was fifteen, which was taught by the headmaster, Daniel Lannerus, who was interested in botany. Lannerus noticed Linnaeus's interest in botany and gave him the run of his garden.
He also introduced him to Johan Rothman, the state doctor of Småland and a teacher at Katedralskolan (a gymnasium) in Växjö. Also a botanist, Rothman broadened Linnaeus's interest in botany and helped him develop an interest in medicine. By the age of 17, Linnaeus had become well acquainted with the existing botanical literature. He remarks in his journal that he "read day and night, knowing like the back of my hand, Arvidh Månsson's Rydaholm Book of Herbs, Tillandz's Flora Åboensis, Palmberg's Serta Florea Suecana, Bromelii's Chloros Gothica and Rudbeckii's Hortus Upsaliensis".Linnaeus entered the Växjö Katedralskola in 1724, where he studied mainly Greek, Hebrew, theology and mathematics, a curriculum designed for boys preparing for the priesthood. In the last year at the gymnasium, Linnaeus's father visited to ask the professors how his son's studies were progressing; to his dismay, most said that the boy would never become a scholar. Rothman believed otherwise, suggesting Linnaeus could have a future in medicine. The doctor offered to have Linnaeus live with his family in Växjö and to teach him physiology and botany. Nils accepted this offer.
== University studies ==
=== Lund ===
Rothman showed Linnaeus that botany was a serious subject. He taught Linnaeus to classify plants according to Tournefort's system. Linnaeus was also taught about the sexual reproduction of plants, according to Sébastien Vaillant. In 1727, Linnaeus, age 21, enrolled in Lund University in Skåne. He was registered as Carolus Linnæus, the Latin form of his full name, which he also used later for his Latin publications.Professor Kilian Stobæus, natural scientist, physician and historian, offered Linnaeus tutoring and lodging, as well as the use of his library, which included many books about botany. He also gave the student free admission to his lectures. In his spare time, Linnaeus explored the flora of Skåne, together with students sharing the same interests.
=== Uppsala ===
In August 1728, Linnaeus decided to attend Uppsala University on the advice of Rothman, who believed it would be a better choice if Linnaeus wanted to study both medicine and botany. Rothman based this recommendation on the two professors who taught at the medical faculty at Uppsala: Olof Rudbeck the Younger and Lars Roberg. Although Rudbeck and Roberg had undoubtedly been good professors, by then they were older and not so interested in teaching. Rudbeck no longer gave public lectures, and had others stand in for him. The botany, zoology, pharmacology and anatomy lectures were not in their best state. In Uppsala, Linnaeus met a new benefactor, Olof Celsius, who was a professor of theology and an amateur botanist. He received Linnaeus into his home and allowed him use of his library, which was one of the richest botanical libraries in Sweden.In 1729, Linnaeus wrote a thesis, Praeludia Sponsaliorum Plantarum on plant sexual reproduction. This attracted the attention of Rudbeck; in May 1730, he selected Linnaeus to give lectures at the University although the young man was only a second-year student. His lectures were popular, and Linnaeus often addressed an audience of 300 people. In June, Linnaeus moved from Celsius's house to Rudbeck's to become the tutor of the three youngest of his 24 children. His friendship with Celsius did not wane and they continued their botanical expeditions. Over that winter, Linnaeus began to doubt Tournefort's system of classification and decided to create one of his own. His plan was to divide the plants by the number of stamens and pistils. He began writing several books, which would later result in, for example, Genera Plantarum and Critica Botanica. He also produced a book on the plants grown in the Uppsala Botanical Garden, Adonis Uplandicus.Rudbeck's former assistant, Nils Rosén, returned to the University in March 1731 with a degree in medicine. Rosén started giving anatomy lectures and tried to take over Linnaeus's botany lectures, but Rudbeck prevented that. Until December, Rosén gave Linnaeus private tutoring in medicine. In December, Linnaeus had a "disagreement" with Rudbeck's wife and had to move out of his mentor's house; his relationship with Rudbeck did not appear to suffer. That Christmas, Linnaeus returned home to Stenbrohult to visit his parents for the first time in about three years. His mother had disapproved of his failing to become a priest, but she was pleased to learn he was teaching at the University.
== Expedition to Lapland ==
During a visit with his parents, Linnaeus told them about his plan to travel to Lapland; Rudbeck had made the journey in 1695, but the detailed results of his exploration were lost in a fire seven years afterwards. Linnaeus's hope was to find new plants, animals and possibly valuable minerals. He was also curious about the customs of the native Sami people, reindeer-herding nomads who wandered Scandinavia's vast tundras. In April 1732, Linnaeus was awarded a grant from the Royal Society of Sciences in Uppsala for his journey.
Linnaeus began his expedition from Uppsala on 12 May 1732, just before he turned 25. He travelled on foot and horse, bringing with him his journal, botanical and ornithological manuscripts and sheets of paper for pressing plants. Near Gävle he found great quantities of Campanula serpyllifolia, later known as Linnaea borealis, the twinflower that would become his favourite. He sometimes dismounted on the way to examine a flower or rock and was particularly interested in mosses and lichens, the latter a main part of the diet of the reindeer, a common and economically important animal in Lapland.Linnaeus travelled clockwise around the coast of the Gulf of Bothnia, making major inland incursions from Umeå, Luleå and Tornio. He returned from his six-month-long, over 2,000 kilometres (1,200 mi) expedition in October, having gathered and observed many plants, birds and rocks. Although Lapland was a region with limited biodiversity, Linnaeus described about 100 previously unidentified plants. These became the basis of his book Flora Lapponica. However, on the expedition to Lapland, Linnaeus used Latin names to describe organisms because he had not yet developed the binomial system.In Flora Lapponica Linnaeus's ideas about nomenclature and classification were first used in a practical way, making this the first proto-modern Flora. The account covered 534 species, used the Linnaean classification system and included, for the described species, geographical distribution and taxonomic notes. It was Augustin Pyramus de Candolle who attributed Linnaeus with Flora Lapponica as the first example in the botanical genre of Flora writing. Botanical historian E. L. Greene described Flora Lapponica as "the most classic and delightful" of Linnaeus's works.It was also during this expedition that Linnaeus had a flash of insight regarding the classification of mammals. Upon observing the lower jawbone of a horse at the side of a road he was travelling, Linnaeus remarked: "If I only knew how many teeth and of what kind every animal had, how many teats and where they were placed, I should perhaps be able to work out a perfectly natural system for the arrangement of all quadrupeds."In 1734, Linnaeus led a small group of students to Dalarna. Funded by the Governor of Dalarna, the expedition was to catalogue known natural resources and discover new ones, but also to gather intelligence on Norwegian mining activities at Røros.
== Years in the Dutch Republic (1735–38) ==
=== Doctorate ===
His relations with Nils Rosén having worsened, Linnaeus accepted an invitation from Claes Sohlberg, son of a mining inspector, to spend the Christmas holiday in Falun, where Linnaeus was permitted to visit the mines.In April 1735, at the suggestion of Sohlberg's father, Linnaeus and Sohlberg set out for the Dutch Republic, where Linnaeus intended to study medicine at the University of Harderwijk while tutoring Sohlberg in exchange for an annual salary. At the time, it was common for Swedes to pursue doctoral degrees in the Netherlands, then a highly revered place to study natural history.On the way, the pair stopped in Hamburg, where they met the mayor, who proudly showed them a supposed wonder of nature in his possession: the taxidermied remains of a seven-headed hydra. Linnaeus quickly discovered the specimen was a fake, cobbled together from the jaws and paws of weasels and the skins of snakes. The provenance of the hydra suggested to Linnaeus that it had been manufactured by monks to represent the Beast of Revelation. Even at the risk of incurring the mayor's wrath, Linnaeus made his observations public, dashing the mayor's dreams of selling the hydra for an enormous sum. Linnaeus and Sohlberg were forced to flee from Hamburg.Linnaeus began working towards his degree as soon as he reached Harderwijk, a university known for awarding degrees in as little as a week. He submitted a dissertation, written back in Sweden, entitled Dissertatio medica inauguralis in qua exhibetur hypothesis nova de febrium intermittentium causa, in which he laid out his hypothesis that malaria arose only in areas with clay-rich soils. Although he failed to identify the true source of disease transmission, (i.e., the Anopheles mosquito), he did correctly predict that Artemisia annua (wormwood) would become a source of antimalarial medications.Within two weeks he had completed his oral and practical examinations and was awarded a doctoral degree.That summer Linnaeus reunited with Peter Artedi, a friend from Uppsala with whom he had once made a pact that should either of the two predecease the other, the survivor would finish the decedent's work. Ten weeks later, Artedi drowned in the canals of Amsterdam, leaving behind an unfinished manuscript on the classification of fish.
=== Publishing of Systema Naturae ===
One of the first scientists Linnaeus met in the Netherlands was Johan Frederik Gronovius, to whom Linnaeus showed one of the several manuscripts he had brought with him from Sweden. The manuscript described a new system for classifying plants. When Gronovius saw it, he was very impressed, and offered to help pay for the printing. With an additional monetary contribution by the Scottish doctor Isaac Lawson, the manuscript was published as Systema Naturae (1735).Linnaeus became acquainted with one of the most respected physicians and botanists in the Netherlands, Herman Boerhaave, who tried to convince Linnaeus to make a career there. Boerhaave offered him a journey to South Africa and America, but Linnaeus declined, stating he would not stand the heat. Instead, Boerhaave convinced Linnaeus that he should visit the botanist Johannes Burman. After his visit, Burman, impressed with his guest's knowledge, decided Linnaeus should stay with him during the winter. During his stay, Linnaeus helped Burman with his Thesaurus Zeylanicus. Burman also helped Linnaeus with the books on which he was working: Fundamenta Botanica and Bibliotheca Botanica.
=== George Clifford, Philip Miller, and Johann Jacob Dillenius ===
In August 1735, during Linnaeus's stay with Burman, he met George Clifford III, a director of the Dutch East India Company and the owner of a rich botanical garden at the estate of Hartekamp in Heemstede. Clifford was very impressed with Linnaeus's ability to classify plants, and invited him to become his physician and superintendent of his garden. Linnaeus had already agreed to stay with Burman over the winter, and could thus not accept immediately. However, Clifford offered to compensate Burman by offering him a copy of Sir Hans Sloane's Natural History of Jamaica, a rare book, if he let Linnaeus stay with him, and Burman accepted. On 24 September 1735, Linnaeus moved to Hartekamp to become personal physician to Clifford, and curator of Clifford's herbarium. He was paid 1,000 florins a year, with free board and lodging. Though the agreement was only for a winter of that year, Linnaeus practically stayed there until 1738. It was here that he wrote a book Hortus Cliffortianus, in the preface of which he described his experience as "the happiest time of my life". (A portion of Hartekamp was declared as public garden in April 1956 by the Heemstede local authority, and was named "Linnaeushof". It eventually became, as it is claimed, the biggest playground in Europe.)
In July 1736, Linnaeus travelled to England, at Clifford's expense. He went to London to visit Sir Hans Sloane, a collector of natural history, and to see his cabinet, as well as to visit the Chelsea Physic Garden and its keeper, Philip Miller. He taught Miller about his new system of subdividing plants, as described in Systema Naturae. Miller was in fact reluctant to use the new binomial nomenclature, preferring the classifications of Joseph Pitton de Tournefort and John Ray at first. Linnaeus, nevertheless, applauded Miller's Gardeners Dictionary, the conservative Scot actually retained in his dictionary a number of pre-Linnaean binomial signifiers discarded by Linnaeus but which have been retained by modern botanists. He only fully changed to the Linnaean system in the edition of The Gardeners Dictionary of 1768. Miller ultimately was impressed, and from then on started to arrange the garden according to Linnaeus's system.Linnaeus also travelled to Oxford University to visit the botanist Johann Jacob Dillenius. He failed to make Dillenius publicly fully accept his new classification system, though the two men remained in correspondence for many years afterwards. Linnaeus dedicated his Critica Botanica to him, as "opus botanicum quo absolutius mundus non-vidit". Linnaeus would later name a genus of tropical tree Dillenia in his honour. He then returned to Hartekamp, bringing with him many specimens of rare plants. The next year, 1737, he published Genera Plantarum, in which he described 935 genera of plants, and shortly thereafter he supplemented it with Corollarium Generum Plantarum, with another sixty (sexaginta) genera.His work at Hartekamp led to another book, Hortus Cliffortianus, a catalogue of the botanical holdings in the herbarium and botanical garden of Hartekamp. He wrote it in nine months (completed in July 1737), but it was not published until 1738. It contains the first use of the name Nepenthes, which Linnaeus used to describe a genus of pitcher plants.Linnaeus stayed with Clifford at Hartekamp until 18 October 1737 (new style), when he left the house to return to Sweden. Illness and the kindness of Dutch friends obliged him to stay some months longer in Holland. In May 1738, he set out for Sweden again. On the way home, he stayed in Paris for about a month, visiting botanists such as Antoine de Jussieu. After his return, Linnaeus never again left Sweden.
== Return to Sweden ==
When Linnaeus returned to Sweden on 28 June 1738, he went to Falun, where he entered into an engagement to Sara Elisabeth Moræa. Three months later, he moved to Stockholm to find employment as a physician, and thus to make it possible to support a family. Once again, Linnaeus found a patron; he became acquainted with Count Carl Gustav Tessin, who helped him get work as a physician at the Admiralty. During this time in Stockholm, Linnaeus helped found the Royal Swedish Academy of Science; he became the first Praeses of the academy by drawing of lots.Because his finances had improved and were now sufficient to support a family, he received permission to marry his fiancée, Sara Elisabeth Moræa. Their wedding was held 26 June 1739. Seventeen months later, Sara gave birth to their first son, Carl. Two years later, a daughter, Elisabeth Christina, was born, and the subsequent year Sara gave birth to Sara Magdalena, who died when 15 days old. Sara and Linnaeus would later have four other children: Lovisa, Sara Christina, Johannes and Sophia.
In May 1741, Linnaeus was appointed Professor of Medicine at Uppsala University, first with responsibility for medicine-related matters. Soon, he changed place with the other Professor of Medicine, Nils Rosén, and thus was responsible for the Botanical Garden (which he would thoroughly reconstruct and expand), botany and natural history, instead. In October that same year, his wife and nine-month-old son followed him to live in Uppsala.
=== Öland and Gotland ===
Ten days after he was appointed Professor, he undertook an expedition to the island provinces of Öland and Gotland with six students from the university to look for plants useful in medicine. First, they travelled to Öland and stayed there until 21 June, when they sailed to Visby in Gotland. Linnaeus and the students stayed on Gotland for about a month, and then returned to Uppsala. During this expedition, they found 100 previously unrecorded plants. The observations from the expedition were later published in Öländska och Gothländska Resa, written in Swedish. Like Flora Lapponica, it contained both zoological and botanical observations, as well as observations concerning the culture in Öland and Gotland.During the summer of 1745, Linnaeus published two more books: Flora Suecica and Fauna Suecica. Flora Suecica was a strictly botanical book, while Fauna Suecica was zoological. Anders Celsius had created the temperature scale named after him in 1742. Celsius's scale was inverted compared to today, the boiling point at 0 °C and freezing point at 100 °C. In 1745, Linnaeus inverted the scale to its present standard.
=== Västergötland ===
In the summer of 1746, Linnaeus was once again commissioned by the Government to carry out an expedition, this time to the Swedish province of Västergötland. He set out from Uppsala on 12 June and returned on 11 August. On the expedition his primary companion was Erik Gustaf Lidbeck, a student who had accompanied him on his previous journey. Linnaeus described his findings from the expedition in the book Wästgöta-Resa, published the next year. After he returned from the journey, the Government decided Linnaeus should take on another expedition to the southernmost province Scania. This journey was postponed, as Linnaeus felt too busy.In 1747, Linnaeus was given the title archiater, or chief physician, by the Swedish king Adolf Frederick—a mark of great respect. The same year he was elected member of the Academy of Sciences in Berlin.
=== Scania ===
In the spring of 1749, Linnaeus could finally journey to Scania, again commissioned by the Government. With him he brought his student, Olof Söderberg. On the way to Scania, he made his last visit to his brothers and sisters in Stenbrohult since his father had died the previous year. The expedition was similar to the previous journeys in most aspects, but this time he was also ordered to find the best place to grow walnut and Swedish whitebeam trees; these trees were used by the military to make rifles. While there, they also visited the Ramlösa mineral spa, where he remarked on the quality of its ferruginous water. The journey was successful, and Linnaeus's observations were published the next year in Skånska Resa.
=== Rector of Uppsala University ===
In 1750, Linnaeus became rector of Uppsala University, starting a period where natural sciences were esteemed. Perhaps the most important contribution he made during his time at Uppsala was to teach; many of his students travelled to various places in the world to collect botanical samples. Linnaeus called the best of these students his "apostles". His lectures were normally very popular and were often held in the Botanical Garden. He tried to teach the students to think for themselves and not trust anybody, not even him. Even more popular than the lectures were the botanical excursions made every Saturday during summer, where Linnaeus and his students explored the flora and fauna in the vicinity of Uppsala.
=== Philosophia Botanica ===
Linnaeus published Philosophia Botanica in 1751. The book contained a complete survey of the taxonomy system he had been using in his earlier works. It also contained information of how to keep a journal on travels and how to maintain a botanical garden.
=== Nutrix Noverca ===
During Linnaeus's time it was normal for upper class women to have wet nurses for their babies. Linnaeus joined an ongoing campaign to end this practice in Sweden and promote breast-feeding by mothers. In 1752 Linnaeus published a thesis along with Frederick Lindberg, a physician student, based on their experiences. In the tradition of the period, this dissertation was essentially an idea of the presiding reviewer (prases) expounded upon by the student. Linnaeus's dissertation was translated into French by J. E. Gilibert in 1770 as La Nourrice marâtre, ou Dissertation sur les suites funestes du nourrisage mercénaire. Linnaeus suggested that children might absorb the personality of their wet nurse through the milk. He admired the child care practices of the Lapps and pointed out how healthy their babies were compared to those of Europeans who employed wet nurses. He compared the behaviour of wild animals and pointed out how none of them denied their newborns their breastmilk. It is thought that his activism played a role in his choice of the term Mammalia for the class of organisms.
=== Species Plantarum ===
Linnaeus published Species Plantarum, the work which is now internationally accepted as the starting point of modern botanical nomenclature, in 1753. The first volume was issued on 24 May, the second volume followed on 16 August of the same year. The book contained 1,200 pages and was published in two volumes; it described over 7,300 species. The same year the king dubbed him knight of the Order of the Polar Star, the first civilian in Sweden to become a knight in this order. He was then seldom seen not wearing the order's insignia.
=== Ennoblement ===
Linnaeus felt Uppsala was too noisy and unhealthy, so he bought two farms in 1758: Hammarby and Sävja. The next year, he bought a neighbouring farm, Edeby. He spent the summers with his family at Hammarby; initially it only had a small one-storey house, but in 1762 a new, larger main building was added. In Hammarby, Linnaeus made a garden where he could grow plants that could not be grown in the Botanical Garden in Uppsala. He began constructing a museum on a hill behind Hammarby in 1766, where he moved his library and collection of plants. A fire that destroyed about one third of Uppsala and had threatened his residence there necessitated the move.Since the initial release of Systema Naturae in 1735, the book had been expanded and reprinted several times; the tenth edition was released in 1758. This edition established itself as the starting point for zoological nomenclature, the equivalent of Species Plantarum.The Swedish King Adolf Frederick granted Linnaeus nobility in 1757, but he was not ennobled until 1761. With his ennoblement, he took the name Carl von Linné (Latinised as Carolus a Linné), 'Linné' being a shortened and gallicised version of 'Linnæus', and the German nobiliary particle 'von' signifying his ennoblement. The noble family's coat of arms prominently features a twinflower, one of Linnaeus's favourite plants; it was given the scientific name Linnaea borealis in his honour by Gronovius. The shield in the coat of arms is divided into thirds: red, black and green for the three kingdoms of nature (animal, mineral and vegetable) in Linnaean classification; in the centre is an egg "to denote Nature, which is continued and perpetuated in ovo." At the bottom is a phrase in Latin, borrowed from the Aeneid, which reads "Famam extendere factis": we extend our fame by our deeds. Linnaeus inscribed this personal motto in books that were given to him by friends.After his ennoblement, Linnaeus continued teaching and writing. His reputation had spread over the world, and he corresponded with many different people. For example, Catherine II of Russia sent him seeds from her country. He also corresponded with Giovanni Antonio Scopoli, "the Linnaeus of the Austrian Empire", who was a doctor and a botanist in Idrija, Duchy of Carniola (nowadays Slovenia). Scopoli communicated all of his research, findings, and descriptions (for example of the olm and the dormouse, two little animals hitherto unknown to Linnaeus). Linnaeus greatly respected Scopoli and showed great interest in his work. He named a solanaceous genus, Scopolia, the source of scopolamine, after him, but because of the great distance between them, they never met.
== Final years ==
Linnaeus was relieved of his duties in the Royal Swedish Academy of Science in 1763, but continued his work there as usual for more than ten years after. In 1769 he was elected to the American Philosophical Society for his work. He stepped down as rector at Uppsala University in December 1772, mostly due to his declining health.Linnaeus's last years were troubled by illness. He had had a disease called the Uppsala fever in 1764, but survived due to the care of Rosén. He developed sciatica in 1773, and the next year, he had a stroke which partially paralysed him. He had a second stroke in 1776, losing the use of his right side and leaving him bereft of his memory; while still able to admire his own writings, he could not recognise himself as their author.In December 1777, he had another stroke which greatly weakened him, and eventually led to his death on 10 January 1778 in Hammarby. Despite his desire to be buried in Hammarby, he was buried in Uppsala Cathedral on 22 January.His library and collections were left to his widow Sara and their children. Joseph Banks, an eminent botanist, wished to purchase the collection, but his son Carl refused the offer and instead moved the collection to Uppsala. In 1783 Carl died and Sara inherited the collection, having outlived both her husband and son. She tried to sell it to Banks, but he was no longer interested; instead an acquaintance of his agreed to buy the collection. The acquaintance was a 24-year-old medical student, James Edward Smith, who bought the whole collection: 14,000 plants, 3,198 insects, 1,564 shells, about 3,000 letters and 1,600 books. Smith founded the Linnean Society of London five years later.The von Linné name ended with his son Carl, who never married. His other son, Johannes, had died aged 3. There are over two hundred descendants of Linnaeus through two of his daughters.
== Apostles ==
During Linnaeus's time as Professor and Rector of Uppsala University, he taught many devoted students, 17 of whom he called "apostles". They were the most promising, most committed students, and all of them made botanical expeditions to various places in the world, often with his help. The amount of this help varied; sometimes he used his influence as Rector to grant his apostles a scholarship or a place on an expedition. To most of the apostles he gave instructions of what to look for on their journeys. Abroad, the apostles collected and organised new plants, animals and minerals according to Linnaeus's system. Most of them also gave some of their collection to Linnaeus when their journey was finished. Thanks to these students, the Linnaean system of taxonomy spread through the world without Linnaeus ever having to travel outside Sweden after his return from Holland. The British botanist William T. Stearn notes, without Linnaeus's new system, it would not have been possible for the apostles to collect and organise so many new specimens. Many of the apostles died during their expeditions.
=== Early expeditions ===
Christopher Tärnström, the first apostle and a 43-year-old pastor with a wife and children, made his journey in 1746. He boarded a Swedish East India Company ship headed for China. Tärnström never reached his destination, dying of a tropical fever on Côn Sơn Island the same year. Tärnström's widow blamed Linnaeus for making her children fatherless, causing Linnaeus to prefer sending out younger, unmarried students after Tärnström. Six other apostles later died on their expeditions, including Pehr Forsskål and Pehr Löfling.Two years after Tärnström's expedition, Finnish-born Pehr Kalm set out as the second apostle to North America. There he spent two-and-a-half years studying the flora and fauna of Pennsylvania, New York, New Jersey and Canada. Linnaeus was overjoyed when Kalm returned, bringing back with him many pressed flowers and seeds. At least 90 of the 700 North American species described in Species Plantarum had been brought back by Kalm.
=== Cook expeditions and Japan ===
Daniel Solander was living in Linnaeus's house during his time as a student in Uppsala. Linnaeus was very fond of him, promising Solander his eldest daughter's hand in marriage. On Linnaeus's recommendation, Solander travelled to England in 1760, where he met the English botanist Joseph Banks. With Banks, Solander joined James Cook on his expedition to Oceania on the Endeavour in 1768–71. Solander was not the only apostle to journey with James Cook; Anders Sparrman followed on the Resolution in 1772–75 bound for, among other places, Oceania and South America. Sparrman made many other expeditions, one of them to South Africa.Perhaps the most famous and successful apostle was Carl Peter Thunberg, who embarked on a nine-year expedition in 1770. He stayed in South Africa for three years, then travelled to Japan. All foreigners in Japan were forced to stay on the island of Dejima outside Nagasaki, so it was thus hard for Thunberg to study the flora. He did, however, manage to persuade some of the translators to bring him different plants, and he also found plants in the gardens of Dejima. He returned to Sweden in 1779, one year after Linnaeus's death.
== Major publications ==
=== Systema Naturae ===
The first edition of Systema Naturae was printed in the Netherlands in 1735. It was a twelve-page work. By the time it reached its 10th edition in 1758, it classified 4,400 species of animals and 7,700 species of plants. People from all over the world sent their specimens to Linnaeus to be included. By the time he started work on the 12th edition, Linnaeus needed a new invention—the index card—to track classifications.In Systema Naturae, the unwieldy names mostly used at the time, such as "Physalis annua ramosissima, ramis angulosis glabris, foliis dentato-serratis", were supplemented with concise and now familiar "binomials", composed of the generic name, followed by a specific epithet—in the case given, Physalis angulata. These binomials could serve as a label to refer to the species. Higher taxa were constructed and arranged in a simple and orderly manner. Although the system, now known as binomial nomenclature, was partially developed by the Bauhin brothers (see Gaspard Bauhin and Johann Bauhin) almost 200 years earlier, Linnaeus was the first to use it consistently throughout the work, including in monospecific genera, and may be said to have popularised it within the scientific community.
After the decline in Linnaeus's health in the early 1770s, publication of editions of Systema Naturae went in two different directions. Another Swedish scientist, Johan Andreas Murray issued the Regnum Vegetabile section separately in 1774 as the Systema Vegetabilium, rather confusingly labelled the 13th edition. Meanwhile, a 13th edition of the entire Systema appeared in parts between 1788 and 1793 under the editorship of Johann Friedrich Gmelin. It was through the Systema Vegetabilium that Linnaeus's work became widely known in England, following its translation from the Latin by the Lichfield Botanical Society as A System of Vegetables (1783–1785).
=== Orbis eruditi judicium de Caroli Linnaei MD scriptis ===
('Opinion of the learned world on the writings of Carl Linnaeus, Doctor') Published in 1740, this small octavo-sized pamphlet was presented to the State Library of New South Wales by the Linnean Society of NSW in 2018. This is considered among the rarest of all the writings of Linnaeus, and crucial to his career, securing him his appointment to a professorship of medicine at Uppsala University. From this position he laid the groundwork for his radical new theory of classifying and naming organisms for which he was considered the founder of modern taxonomy.
=== Species Plantarum ===
Species Plantarum (or, more fully, Species Plantarum, exhibentes plantas rite cognitas, ad genera relatas, cum differentiis specificis, nominibus trivialibus, synonymis selectis, locis natalibus, secundum systema sexuale digestas) was first published in 1753, as a two-volume work. Its prime importance is perhaps that it is the primary starting point of plant nomenclature as it exists today.
==== Genera Plantarum ====
Genera plantarum: eorumque characteres naturales secundum numerum, figuram, situm, et proportionem omnium fructificationis partium was first published in 1737, delineating plant genera. Around 10 editions were published, not all of them by Linnaeus himself; the most important is the 1754 fifth edition. In it Linnaeus divided the plant Kingdom into 24 classes. One, Cryptogamia, included all the plants with concealed reproductive parts (algae, fungi, mosses and liverworts and ferns).
==== Philosophia Botanica ====
Philosophia Botanica (1751) was a summary of Linnaeus's thinking on plant classification and nomenclature, and an elaboration of the work he had previously published in Fundamenta Botanica (1736) and Critica Botanica (1737). Other publications forming part of his plan to reform the foundations of botany include his Classes Plantarum and Bibliotheca Botanica: all were printed in Holland (as were Genera Plantarum (1737) and Systema Naturae (1735)), the Philosophia being simultaneously released in Stockholm.
== Collections ==
At the end of his lifetime the Linnean collection in Uppsala was considered one of the finest collections of natural history objects in Sweden. Next to his own collection he had also built up a museum for the university of Uppsala, which was supplied by material donated by Carl Gyllenborg (in 1744–1745), crown-prince Adolf Fredrik (in 1745), Erik Petreus (in 1746), Claes Grill (in 1746), Magnus Lagerström (in 1748 and 1750) and Jonas Alströmer (in 1749). The relation between the museum and the private collection was not formalised and the steady flow of material from Linnean pupils were incorporated to the private collection rather than to the museum. Linnaeus felt his work was reflecting the harmony of nature and he said in 1754 "the earth is then nothing else but a museum of the all-wise creator's masterpieces, divided into three chambers". He had turned his own estate into a microcosm of that 'world museum'.In April 1766 parts of the town were destroyed by a fire and the Linnean private collection was subsequently moved to a barn outside the town, and shortly afterwards to a single-room stone building close to his country house at Hammarby near Uppsala. This resulted in a physical separation between the two collections; the museum collection remained in the botanical garden of the university. Some material which needed special care (alcohol specimens) or ample storage space was moved from the private collection to the museum.
In Hammarby the Linnean private collections suffered seriously from damp and the depredations by mice and insects. Carl von Linné's son (Carl Linnaeus) inherited the collections in 1778 and retained them until his own death in 1783. Shortly after Carl von Linné's death his son confirmed that mice had caused "horrible damage" to the plants and that also moths and mould had caused considerable damage. He tried to rescue them from the neglect they had suffered during his father's later years, and also added further specimens. This last activity however reduced rather than augmented the scientific value of the original material.
In 1784 the young medical student James Edward Smith purchased the entire specimen collection, library, manuscripts, and correspondence of Carl Linnaeus from his widow and daughter and transferred the collections to London. Not all material in Linné's private collection was transported to England. Thirty-three fish specimens preserved in alcohol were not sent and were later lost.In London Smith tended to neglect the zoological parts of the collection; he added some specimens and also gave some specimens away. Over the following centuries the Linnean collection in London suffered enormously at the hands of scientists who studied the collection, and in the process disturbed the original arrangement and labels, added specimens that did not belong to the original series and withdrew precious original type material.Much material which had been intensively studied by Linné in his scientific career belonged to the collection of Queen Lovisa Ulrika (1720–1782) (in the Linnean publications referred to as "Museum Ludovicae Ulricae" or "M. L. U."). This collection was donated by her grandson King Gustav IV Adolf (1778–1837) to the museum in Uppsala in 1804. Another important collection in this respect was that of her husband King Adolf Fredrik (1710–1771) (in the Linnean sources known as "Museum Adolphi Friderici" or "Mus. Ad. Fr."), the wet parts (alcohol collection) of which were later donated to the Royal Swedish Academy of Sciences, and is today housed in the Swedish Museum of Natural History at Stockholm. The dry material was transferred to Uppsala.
== System of taxonomy ==
The establishment of universally accepted conventions for the naming of organisms was Linnaeus's main contribution to taxonomy—his work marks the starting point of consistent use of binomial nomenclature. During the 18th century expansion of natural history knowledge, Linnaeus also developed what became known as the Linnaean taxonomy; the system of scientific classification now widely used in the biological sciences. A previous zoologist Rumphius (1627–1702) had more or less approximated the Linnaean system and his material contributed to the later development of the binomial scientific classification by Linnaeus.The Linnaean system classified nature within a nested hierarchy, starting with three kingdoms. Kingdoms were divided into classes and they, in turn, into orders, and thence into genera (singular: genus), which were divided into species (singular: species). Below the rank of species he sometimes recognised taxa of a lower (unnamed) rank; these have since acquired standardised names such as variety in botany and subspecies in zoology. Modern taxonomy includes a rank of family between order and genus and a rank of phylum between kingdom and class that were not present in Linnaeus's original system.Linnaeus's groupings were based upon shared physical characteristics, and not based upon differences. Of his higher groupings, only those for animals are still in use, and the groupings themselves have been significantly changed since their conception, as have the principles behind them. Nevertheless, Linnaeus is credited with establishing the idea of a hierarchical structure of classification which is based upon observable characteristics and intended to reflect natural relationships. While the underlying details concerning what are considered to be scientifically valid "observable characteristics" have changed with expanding knowledge (for example, DNA sequencing, unavailable in Linnaeus's time, has proven to be a tool of considerable utility for classifying living organisms and establishing their evolutionary relationships), the fundamental principle remains sound.
=== Human taxonomy ===
Linnaeus's system of taxonomy was especially noted as the first to include humans (Homo) taxonomically grouped with apes (Simia), under the header of Anthropomorpha.
German biologist Ernst Haeckel speaking in 1907 noted this as the "most important sign of Linnaeus's genius".
Linnaeus classified humans among the primates beginning with the first edition of Systema Naturae. During his time at Hartekamp, he had the opportunity to examine several monkeys and noted similarities between them and man. He pointed out both species basically have the same anatomy; except for speech, he found no other differences. Thus he placed man and monkeys under the same category, Anthropomorpha, meaning "manlike." This classification received criticism from other biologists such as Johan Gottschalk Wallerius, Jacob Theodor Klein and Johann Georg Gmelin on the ground that it is illogical to describe man as human-like. In a letter to Gmelin from 1747, Linnaeus replied:
It does not please [you] that I've placed Man among the Anthropomorpha, perhaps because of the term 'with human form', but man learns to know himself. Let's not quibble over words. It will be the same to me whatever name we apply. But I seek from you and from the whole world a generic difference between man and simian that [follows] from the principles of Natural History. I absolutely know of none. If only someone might tell me a single one! If I would have called man a simian or vice versa, I would have brought together all the theologians against me. Perhaps I ought to have by virtue of the law of the discipline.
The theological concerns were twofold: first, putting man at the same level as monkeys or apes would lower the spiritually higher position that man was assumed to have in the great chain of being, and second, because the Bible says man was created in the image of God (theomorphism), if monkeys/apes and humans were not distinctly and separately designed, that would mean monkeys and apes were created in the image of God as well. This was something many could not accept. The conflict between world views that was caused by asserting man was a type of animal would simmer for a century until the much greater, and still ongoing, creation–evolution controversy began in earnest with the publication of On the Origin of Species by Charles Darwin in 1859.
After such criticism, Linnaeus felt he needed to explain himself more clearly. The 10th edition of Systema Naturae introduced new terms, including Mammalia and Primates, the latter of which would replace Anthropomorpha as well as giving humans the full binomial Homo sapiens. The new classification received less criticism, but many natural historians still believed he had demoted humans from their former place of ruling over nature and not being a part of it. Linnaeus believed that man biologically belongs to the animal kingdom and had to be included in it. In his book Dieta Naturalis, he said, "One should not vent one's wrath on animals, Theology decree that man has a soul and that the animals are mere 'automata mechanica,' but I believe they would be better advised that animals have a soul and that the difference is of nobility."
Linnaeus added a second species to the genus Homo in Systema Naturae based on a figure and description by Jacobus Bontius from a 1658 publication: Homo troglodytes ("caveman") and published a third in 1771: Homo lar. Swedish historian Gunnar Broberg states that the new human species Linnaeus described were actually simians or native people clad in skins to frighten colonial settlers, whose appearance had been exaggerated in accounts to Linnaeus. For Homo troglodytes Linnaeus asked the Swedish East India Company to search for one, but they did not find any signs of its existence. Homo lar has since been reclassified as Hylobates lar, the lar gibbon.
In the first edition of Systema Naturae, Linnaeus subdivided the human species into four varieties: "Europæus albesc[ens]" (whitish European), "Americanus rubesc[ens]" (reddish American), "Asiaticus fuscus" (tawny Asian) and "Africanus nigr[iculus]" (blackish African).
In the tenth edition of Systema Naturae he further detailed phenotypical characteristics for each variety, based on the concept of the four temperaments from classical antiquity, and changed the description of Asians' skin tone to "luridus" (yellow). Additionally, Linnaeus created a wastebasket taxon "monstrosus" for "wild and monstrous humans, unknown groups, and more or less abnormal people".In 1959, W. T. Stearn designated Linnaeus to be the lectotype of H. sapiens.
== Influences and economic beliefs ==
Linnaeus's applied science was inspired not only by the instrumental utilitarianism general to the early Enlightenment, but also by his adherence to the older economic doctrine of Cameralism. Additionally, Linnaeus was a state interventionist. He supported tariffs, levies, export bounties, quotas, embargoes, navigation acts, subsidised investment capital, ceilings on wages, cash grants, state-licensed producer monopolies, and cartels.
== Commemoration ==
Anniversaries of Linnaeus's birth, especially in centennial years, have been marked by major celebrations. Linnaeus has appeared on numerous Swedish postage stamps and banknotes. There are numerous statues of Linnaeus in countries around the world. The Linnean Society of London has awarded the Linnean Medal for excellence in botany or zoology since 1888. Following approval by the Riksdag of Sweden, Växjö University and Kalmar College merged on 1 January 2010 to become Linnaeus University. Other things named after Linnaeus include the twinflower genus Linnaea, Linnaeosicyos (a monotypic genus in the family Cucurbitaceae), the crater Linné on the Earth's moon, a street in Cambridge, Massachusetts, and the cobalt sulfide mineral Linnaeite.
== Commentary ==
Andrew Dickson White wrote in A History of the Warfare of Science with Theology in Christendom (1896):
Linnaeus ... was the most eminent naturalist of his time, a wide observer, a close thinker; but the atmosphere in which he lived and moved and had his being was saturated with biblical theology, and this permeated all his thinking. ... Toward the end of his life he timidly advanced the hypothesis that all the species of one genus constituted at the creation one species; and from the last edition of his Systema Naturæ he quietly left out the strongly orthodox statement of the fixity of each species, which he had insisted upon in his earlier works. ... warnings came speedily both from the Catholic and Protestant sides.
The mathematical PageRank algorithm, applied to 24 multilingual Wikipedia editions in 2014, published in PLOS ONE in 2015, placed Carl Linnaeus at the top historical figure, above Jesus, Aristotle, Napoleon, and Adolf Hitler (in that order).In the 21st century, Linnæus's taxonomy of human "races" has been problematised and discussed. Some critics claim that Linnæus was one of the forebears of the modern pseudoscientific notion of scientific racism, while others hold the view that while his classification was stereotyped, it did not imply that certain human "races" were superior to others.
== Standard author abbreviation ==
== Selected publications by Linnaeus ==
== See also ==
== References ==
=== Notes ===
=== Citations ===
=== Sources ===
== Further reading ==
== External links ==
Biographies
Biography at the Department of Systematic Botany, University of Uppsala
Biography at The Linnean Society of London
Biography from the University of California Museum of Paleontology
A four-minute biographical video from the London Natural History Museum on YouTube
Biography from Taxonomic Literature, 2nd Edition. 1976–2009.Resources
Works by Carl von Linné at Project Gutenberg
Works by or about Carl Linnaeus at Internet Archive
The Linnean Society of London
The Linnaeus Apostles
The Linnean Collections
The Linnean Correspondence
Linnaeus's Disciples and Apostles
The Linnaean Dissertations
Linnean Herbarium
The Linnaeus Tercentenary
Works by Carl von Linné at the Biodiversity Heritage Library
Digital edition: "Critica Botanica" by the University and State Library Düsseldorf
Digital edition: "Classes plantarum seu systemata plantarum" by the University and State Library Düsseldorf
Oratio de telluris habitabilis incremento (1744) – full digital facsimile from Linda Hall LibraryOther
Linnaeus was depicted by Jay Hosler in a parody of Peanuts titled "Good ol' Charlie Darwin".
The 15 March 2007 issue of Nature featured a picture of Linnaeus on the cover with the heading "Linnaeus's Legacy" and devoted a substantial portion to items related to Linnaeus and Linnaean taxonomy.
A tattoo of Linnaeus's definition of the order Primates Archived 2 December 2010 at the Wayback Machine mentioned by Carl Zimmer
Ginkgo biloba tree at the University of Harderwijk, said to have been planted by Linnaeus in 1735
SL Magazine, Spring 2018 features an article by Nicholas Sparks, librarian, Collection Strategy and Development titled Origins of Taxonomy, describing a generous donation from the Linnean Society of NSW to supplement the State Library of New South Wales's collections on Carl Linnaeus of documents, photographs, prints and drawings as well as a fine portrait of Linnaeus painted about 1800.
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NASA
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The National Aeronautics and Space Administration (NASA ) is an independent agency of the U.S. federal government responsible for the civil space program, aeronautics research, and space research. Established in 1958, NASA succeeded the National Advisory Committee for Aeronautics (NACA) to give the U.S. space development effort a distinctly civilian orientation, emphasizing peaceful applications in space science. NASA has since led most American space exploration, including Project Mercury, Project Gemini, the 1968–1972 Apollo Moon landing missions, the Skylab space station, and the Space Shuttle. NASA currently supports the International Space Station and oversees the development of the Orion spacecraft and the Space Launch System for the crewed lunar Artemis program, the Commercial Crew spacecraft, and the planned Lunar Gateway space station.
NASA's science is focused on: better understanding Earth through the Earth Observing System; advancing heliophysics through the efforts of the Science Mission Directorate's Heliophysics Research Program; exploring bodies throughout the Solar System with advanced robotic spacecraft such as New Horizons and planetary rovers such as Perseverance; and researching astrophysics topics, such as the Big Bang, through the James Webb Space Telescope, and the Great Observatories and associated programs. NASA's Launch Services Program provides oversight of launch operations and countdown management for its uncrewed launches.
== History ==
=== Creating a civil aeronautics and space agency ===
NASA traces its roots to the National Advisory Committee for Aeronautics (NACA). Despite being the birthplace of aviation, by 1914 the United States recognized that it was far behind Europe in aviation capability. Determined to regain American leadership in aviation, Congress created the Aviation Section of the U.S. Army Signal Corps in 1914 and established NACA in 1915 to foster aeronautical research and development. Over the next forty years NACA would conduct aeronautical research in support of the U.S. Air Force, its predecessors in the U.S. Army, the U.S. Navy, and the civil aviation sector. After the end of World War II, NACA became interested in the possibilities of guided missiles and supersonic aircraft, developing and testing the Bell X-1 in a joint program with the U.S. Air Force. NACA's interest in space grew out of its rocketry program at the Pilotless Aircraft Research Division.
The Soviet Union's launch of Sputnik 1 ushered in the Space Age and kicked off the Space Race. Despite NACA's early rocketry program, the responsibility for launching the first American satellite fell to the Naval Research Laboratory's Project Vanguard. However, Project Vanguard was plagued by several issues and the Army Ballistic Missile Agency would launch Explorer 1, America's first satellite, on February 1, 1958.
The Eisenhower Administration decided to split the United States' military and civil spaceflight programs, which were organized together under Defense Department's Advanced Research Projects Agency. NASA was established on July 29, 1958, with the signing of the National Aeronautics and Space Act and it began operations on October 1, 1958.As the United States' premier aeronautics agency, NACA formed the core of NASA's new structure, absorbing its 8,000 employees and three major research laboratories. NASA also proceeded to absorb the Naval Research Laboratory's Project Vanguard, the Army's Jet Propulsion Laboratory, and the Army Ballistic Missile Agency under Wernher von Braun. This left NASA firmly as the United States' civil space lead and the Air Force as the military space lead.
=== First orbital and hypersonic flights ===
Plans for human spaceflight began in the U.S. Armed Forces prior to NASA's creation. The Air Force's Man in Space Soonest and the Army's Project Adam served as the foundation for Project Mercury, the first American program to put people in space. NASA established the Space Task Group to manage the program, which would conduct sub-orbital flights with the Army's Redstone rockets and orbital flights with the Air Force's Atlas launch vehicles. While NASA intended for its first astronauts to be civilians, President Eisenhower directed that they be selected from the military. The Mercury 7 astronauts included three Air Force pilots, three Navy aviators, and one Marine Corps pilot.
On May 5, 1961 Alan Shepard became the first American to enter space, performing a suborbital spaceflight in the Freedom 7. This flight occurred less than a month after the Soviet Union's Yuri Gagarin became the first human in space, executing a full orbital spaceflight. NASA's first orbital spaceflight was conducted by John Glenn on February 20, 1962, in the Friendship 7, conducting three full orbits before reentering. Glenn had to fly parts of his final two orbits manually due to a malfunction in the autopilot. The sixth and final Mercury mission was flown by Gordon Cooper in May 1963, performing 22 orbits over 34 hours in the Faith 7. The Mercury Program was a resounding success, achieving its objectives to orbit a human in space, develop tracking and control systems, and identify other issues associated with human spaceflight.While much of NASA's attention turned to space, it did not forget its aeronautics mission. Early aeronautics research attempted to build upon the X-1's supersonic flight to build an aircraft capable of hypersonic flight. The North American X-15 was a joint NASA-U.S. Air Force program, with the hypersonic test aircraft becoming the first non-dedicated spacecraft to cross from the atmosphere to outer space. The X-15 also served as a testbed for Apollo program technologies and ramjet and scramjet propulsion.
=== Landing on the Moon ===
Escalations in the Cold War between the United States and Soviet Union prompted President John F. Kennedy to charge NASA with landing an American on the Moon and returning him safely to Earth by the end of the 1960s, and installed James E. Webb as NASA administrator to achieve this goal. On May 25, 1961, President Kennedy openly declared this goal in his "Urgent National Needs" speech to the United States Congress, declaring:
I believe this Nation should commit itself to achieving the goal, before this decade is out, of landing a man on the Moon and returning him safely to Earth. No single space project in this period will be more impressive to mankind, or more important for the long-range exploration of space; and none will be so difficult or expensive to accomplish.
Kennedy gave his "We choose to go to the Moon" speech the next year, on September 12, 1962 at Rice University.
Despite attacks on the goal of landing astronauts on the Moon from the former president Dwight Eisenhower and 1964 presidential candidate Barry Goldwater, President Kennedy was able to protect NASA's growing budget, of which 50% went directly to human spaceflight and it was later estimated that, at its height, 1 out of 20 Americans worked on some aspect of the Apollo Program.
To manage the Apollo Program, NASA required a more rigorous approach than it applied to Project Mercury. Mirroring the Department of Defense's program management concept using redundant systems in building the first intercontinental ballistic missiles, NASA requested the Air Force assign Major General Samuel C. Phillips to the space agency where he would serve as the director of the Appollo Program. Development of the Saturn V rocket was led by Wernher von Braun and his team at the Marshall Space Flight Center, derived from the Army Ballistic Missile Agency's original Saturn I. The Apollo spacecraft was designed and built by North American Aviation, while the Apollo Lunar Module was designed and built by Grumman.To develop the spaceflight skills and equipment required for a lunar mission, NASA initiated Project Gemini. Using a modified Air Force Titan II launch vehicle, the Gemini capsule could hold two astronauts for flights of over two weeks. Gemini pioneered the use of fuel cells instead of legacy batteries and demonstrated spacewalks and rendezvous operations. NASA also needed more detained information about the Moon's geography and composition to prepare for a landing, using three uncrewed spacecraft programs.
The Ranger Program was started in the 1950s as a response to Soviet lunar exploration but was generally considered to be a failure. The Lunar Orbiter program had greater success, mapping the surface in preparation for Apollo landings and measured Selenography, conducted meteoroid detection, and measured radiation levels. The Surveyor program conducted uncrewed lunar landings and takeoffs, as well as taking surface and regolith observations. Despite the setback caused by the Apollo 1 fire, which killed three astronauts, the program proceeded.
Apollo 8 was the first crewed spacecraft to leave low Earth orbit and the first human spaceflight to reach the Moon. The crew orbited the Moon ten times on December 24 and 25, 1968, and then traveled safely back to Earth. The three Apollo 8 astronauts—Frank Borman, James Lovell, and William Anders—were the first humans to see the Earth as a globe in space, the first to witness an Earthrise, and the first to see and manually photograph the far side of the Moon.
The first lunar landing was conducted by Apollo 11. Commanded by Neil Armstrong with astronauts Buzz Aldrin and Michael Collins, Apollo 11 was one of the most significant missions in NASA's history, marking the end of the Space Race when the Soviet Union gave up its lunar ambitions. As the first human to step on the surface of the Moon, Neil Armstrong uttered the now famous words:
That's one small step for man, one giant leap for mankind.
NASA would conduct six total lunar landings as part of the Apollo Program, with Apollo 17 concluding the program in 1972.
Wernher von Braun had advocated for NASA to develop a space station since the agency was created. In 1973, following the end of the Apollo lunar missions, NASA launched its first space station, Skylab, on the final launch of the Saturn V. Skylab repurposed a significant amount of former Apollo and Saturn hardware, with a repurposed Saturn V third stage serving as primary module for the space station. Damage to Skylab during launch required spacewalks by the first crew to make it habitable and operational. Skylab only hosted 9 missions and was decommissioned in 1974 and deorbited in 1979, two years prior to the Space Shuttle's launch and any possibility of boosting its orbit.In 1975, the Apollo–Soyuz mission was the first ever international spaceflight and a major diplomatic accomplishment between the Cold War rivals. Flown in 1975, a U.S. Apollo spacecraft docked with a Soviet Soyuz capsule. It also was the last flight of the Apollo capsule.
=== Interplanetary exploration and space science ===
During the 1960s, NASA started its space science and interplanetary probe program. The Mariner program was its flagship program, launching probes to Venus, Mars, and Mercury in the 1960s. The Jet Propulsion Laboratory was the lead NASA center for robotic interplanetary exploration, making significant discoveries about the inner planets. Despite these successes, Congress was unwilling to fund further interplanetary missions and NASA Administrator James Webb suspended all future interplanetary probes to focus resources on the Apollo program.Following the conclusion of the Apollo program, NASA resumed launching interplanetary probes and expanded its space science program. The first planet tagged for exploration was Venus, sharing many similar characteristics to Earth. First visited by American Mariner 2 spacecraft, Venus was observed to be a hot and inhospitable planet. Follow-on missions included the Pioneer Venus project in the 1970s and Magellan, which performed radar mapping of Venus' surface in the 1980s and 1990s. Future missions were flybys of Venus, on their way to other destinations in the Solar System.Mars has long been a planet of intense fascination for NASA, being suspected of potentially having harbored life. Mariner 5 was the first NASA spacecraft to flyby Mars, followed by Mariner 6 and Mariner 7. Mariner 9 was the first orbital mission to Mars. Launched in 1975, Viking program consisted of two landings on Mars in 1976. Follow-on missions would not be launched until 1996, with the Mars Global Surveyor orbiter and Mars Pathfinder, deploying the first Mars rover, Sojourner. During the early 2000s, the 2001 Mars Odyssey orbiter reached the planet and in 2004 the Sprit and Opportunity rovers landed on the Red Planet. This was followed in 2005 by the Mars Reconnaissance Orbiter and 2007 Phoenix Mars lander. The 2012 landing of Curiosity discovered that the radiation levels on Mars were equal to those on the International Space Station, greatly increasing the possibility of Human exploration, and observed the key chemical ingredents for life to occur. In 2013, the Mars Atmosphere and Volatile EvolutioN (MAVEN) mission observed the Martian upper atmosphere and space environment and in 2018, the Interior exploration using Seismic Investigations Geodesy, and Heat Transport (InSight) studied the Martian interior. The 2021 Perseverance rover carried the first extraplanetary aircraft, a helicopter named Ingenuity.
NASA also launched missions to Mercury in 2004, with the MESSENGER probe demonstrating as the first use of a solar sail. NASA also launched probes to the outer Solar System starting in the 1960s. Pioneer 10 was the first probe to the outer planets, flying by Jupiter, while Pioneer 11 provided the first close up view of the planet. Both probes became the first objects to leave the Solar System. The Voyager program launched in 1977, conducting flybys of Jupiter and Saturn, Neptune, and Uranus on a trajectory to leave the Solar System. The Galileo spacecraft, deployed from the Space Shuttle flight STS-34, was the first spacecraft to orbit Jupiter, discovering evidence of subsurface oceans on the Europa and observed that the moon may hold ice or liquid water. A joint NASA-European Space Agency-Italian Space Agency mission, Cassini–Huygens, was sent to Saturn's moon of Titan, which along with Mars and Europa, are the only objects non-Terran objects in the Solar System suspected of being capable of harboring life. Cassini discovered three new moons of Saturn and the Huygens probe entered Titan's atmosphere. The mission discovered evidence of liquid hydrocarbon lakes on Titan and subsurface water oceans on the moon of Enceladus, which could harbor life. Finally launched in 2006, the New Horizons mission was the first spacecraft to visit Pluto and the Kuiper Belt.Beyond interplanetary probes, NASA has a long tradition of launching space telescopes. Launched in the 1960s, the Orbiting Astronomical Observatory were NASA's first orbital telescopes, providing ultraviolet, gamma-ray, x-ray, and infrared observations. Not just looking up, NASA launched the Orbiting Geophysical Observatory to look down at Earth and observe its interactions with the Sun. The Uhuru satellite was the first dedicated x-ray telescope, mapping 85% of the sky and discovering a large number of black holes.
Launched in the 1990s and early 2000s, the Great Observatories program are among NASA's most powerful telescopes. The Hubble Space Telescope was launched in 1990 on STS-31 from the Discovery and could view galaxies 15 light years away. A major defect in the telescope's mirror could have cripped the program, had NASA not used computer enhancement to compensate for the imperfection and launched five Space Shuttle servicing flights to replace the damaged components. The Compton Gamma Ray Observatory was launched from the Atlantis on STS-37 in 1991, discovering a possible source of antimatter at the center of the Milky Way and observing that the majority of gamma-ray bursts occur outside of the Milky Way galaxy. The Chandra X-ray Observatory was launched from the Columbia on STS-93 in 1999, observing black holes, quasars, supernova, and dark matter. It provided critical observations on the Sagittarius A* black hole at the center of the Milky Way galaxy and the separation of dark and regular matter during galactic collisions. Finally, the Spitzer Space Telescope is an infrared telescope and the last of the great observatories, launched in 2003 from a Delta II rocket. It is in a trailing orbit around the Sun, following the Earth and discovered the existence of brown dwarf stars.Other telescopes, such as the Cosmic Background Explorer and the Wilkinson Microwave Anisotropy Probe, provided evidence to support the Big Bang. The James Webb Space Telescope, named after the NASA administrator who lead the Apollo program, is an infrared observatory launched in 2021. The James Webb Space Telescope is a direct successor to the Hubble Space Telescope, intended to observe the formation of the first galaxies. Other space telescopes include the Kepler space telescope, launched in 2009 to identify planets orbiting extrasolar stars that may be Terran and possibly harbor life. The first exoplanet that the Keplar space telescope confirmed was Kepler-22b, orbiting within the habitable zone of its star.NASA also launched a number of different satellites to study Earth, such as Television Infrared Observation Satellite (TIROS) in 1960, which was the first weather satellite. NASA and the United States Weather Bureau cooperated on future TIROS and the second generation Nimbus program of weather satellites. It also worked with the Environmental Science Services Administration on a series of weather satellites and the agency launched its the experimental Applications Technology Satellites into geosynchronous orbit. NASA's first dedicated Earth observation satellite, Landsat, was launched in 1972. This led to NASA and the National Oceanic and Atmospheric Administration jointly developing the Geostationary Operational Environmental Satellite and discovering Ozone depletion.
=== The Space Shuttle ===
NASA had been pursuing spaceplanes since the 1960s, blending the administration's dual aeronautics and space missions. NASA viewed a spaceplane as part of a larger program, providing routine and economical logistical support to a space station in Earth orbit that would be used as a hub for lunar and Mars missions. A reusable launch vehicle would end the need for expensive and expendable boosters like the Saturn V.In 1969, NASA designated the Johnson Space Center as the lead center for developing the design, development, and manufacturing of the Space Shuttle orbiter, while the Marshall Space Flight Center would lead the development of the launch system. NASA's series of lifting body aircraft, culminating in the joint NASA-U.S. Air Force Martin Marietta X-24, directly informed the development of the Space Shuttle and future hypersonic flight aircraft. Official development of the Space Shuttle began in 1972, with Rockwell International contracted to design the orbiter and engines, Martin Marietta for the external fuel tank, and Morton Thiokol for the solid rocket boosters. NASA acquired six orbiters: the Enterprise, Columbia, Challenger, Discovery, Atlantis, and EndeavourThe Space Shuttle program also allowed NASA to make dramatic changes to its Astronaut Corps. While almost all previous astronauts were Air Force or Naval test pilots, the Space Shuttle allowed NASA to begin recruiting more non-military scientific and technical experts. A prime example is Sally Ride, who became the first American woman to fly in space on STS-7. It also allowed NASA to accept exchange astronauts from U.S. allies and partners for the first time.The first Space Shuttle flight occurred in 1981, when the Columbia launched on the STS-1 mission, designed to serve as a flight test for the new spaceplane. NASA intended for the Space Shuttle to replace expendable launch systems like the Air Force's Atlas, Delta, and Titan and the European Space Agency's Ariane. The Space Shuttle's Spacelab payload, developed by the European Space Agency, dramatically increased the scientific capabilities of shuttle missions over anything NASA was able to previously accomplish.
NASA launched its first commercial satellites on the STS-5 mission and in 1984, the STS-41-C mission conducted the world's first on-orbit satellite servicing mission when the Challenge captured and repaired the malfunctioning Solar Maximum Mission satellite. It also had the capability to return malfunctioning satellite to Earth, like it did with the Palapa B2 and Westar 6 satellites. Once returned to Earth, the satellites were repaired and relaunched.Despite ushering in a new era of spaceflight, where NASA was contracting launch services to commercial companies, the Space Shuttle was criticized for not being as reusable and cost-effective as advertised. In 1986, Challenger disaster on the STS-51L mission resulted in the loss of the spacecraft and all seven astronauts on launch, grounding the entire space shuttle fleet for 36 months and forced the 44 commercial companies that contracted with NASA to deploy their satellites to return to expendable launch vehicles. When the Space Shuttle returned to flight with the STS-26 mission, it had undergone significant modifications to improve its reliability and safety.
Following the collapse of the Soviet Union, the Russian Federation and United States initaited the Shuttle-Mir program. The first Russian cosmonaut flew on the STS-60 mission in 1994 and the Discovery rendezvoused, but did not dock with, the Russian Mir in the STS-63 mission. This was followed by Atlantis' STS-71 mission where it accomplished the initial intended mission for the Space Shuttle, docking with a space station and transferring supplies and personnel. The Shuttle-Mir program would continue until 1998, when a series of orbital accidents on the space station spelled an end to the program.In 2003, a second space shuttle was lost when the Columbia was lost upon reentry during the STS-107 mission, resulting in the loss of the spacecraft and all seven astronauts. This accident marked the beginning of the end of the Space Shuttle program, with President George W. Bush directing that upon the completion of the International Space Station, the space shuttle be retired. In 2006, the Space Shuttle returned to flight and flew several additional missions, flying several mission to service the Hubble Space Telescope, but was retired with the completion of the completion of the STS-135 resupply mission to the International Space Station in 2011.
=== Space stations ===
NASA never gave up on the idea of a space station after Skylab's reentry in 1979. The agency began lobbing politicians to support building a space station as soon as the Space Shuttle began flying, selling it as an orbital laboratory, repair station, and a jumping off point for lunar and Mars missions. NASA found a strong advocate in President Ronald Reagan, who declared in a 1984 speech:
America has always been greatest when we dared to be great. We can reach for greatness again. We can follow our dreams to distant stars, living and working in space for peaceful, economic, and scientific gain. Tonight I am directing NASA to develop a permanently manned space station and to do it within a decade.
In 1985, NASA proposed the Space Station Freedom, which both the agency and President Reagan intended to be an international program. While this would add legitimacy to the program, there were concerns within NASA that the international component would dilute its authority within the project, having never been willing to work with domestic or international partners as true equals. There was also a concern with sharing sensitive space technologies with the Europeans, which had the potential to dilute America's technical lead. Ultimately, an international agreement to develop the Space Station Freedom program would be signed with thirteen countries in 1985, including the European Space Agency member states, Canada, and Japan.Despite its status as the first international space program, the Space Station Freedom was controversial, with much of the debate centering on cost. Several redesigns to reduce cost were conducted in the early 1990s, stripping away much of its functions. However, despite calls for Congress to terminate the program it continued, in large part because by 1992 it had created 75,000 jobs across 39 states. By 1993, President Bill Clinton attempted to significantly reduce NASA's budget and directed costs be significantly reduced, aerospace industry jobs were not lost, and the Russians be included.
In 1993, the Clinton Administration announced that the Space Station Freedom would become the International Space Station in an agreement with the Russian Federation. This allowed the Russians to maintain their space program through an infusion of American currency to maintain their status as one of the two premier space programs. While the United States built and launched the majority of the International Space Station, Russia, Canada, Japan, and the European Space Agency all contributed components. Despite NASA's insistence that costs would be kept at a budget of $17.4, they kept rising and NASA had to transfer funds from other programs to keep the International Space Station solvent. Ultimately, the total cost of the station was $150 billion, with the United States paying for two-thirds.Following the Space Shuttle Columbia disaster in 2003, NASA was forced to rely on Russian Soyuz launches for its astronauts and the 2011 retirement of the Space Shuttle accelerated the station's completion.In the 1980s, right after the first flight of the Space Shuttle, NASA started a joint program with the Department of Defense to develop the Rockwell X-30 National Aerospace Plane. NASA realized that the Space Shuttle, while a massive technological accomplishment, would not be able to live up to all its promises. Designed to be a single-stage-to-orbit spaceplane, the X-30 had both civil and military applications. With the end of the Cold War, the X-30 was canceled in 1992 before reaching flight status.
=== Unleashing commercial space and return to the Moon ===
Following the 2003 Space Shuttle Columbia disaster, President Bush started the Constellation program to smoothly replace the Space Shuttle and expand space exploration beyond low Earth orbit. Constellation was intended to use a significant amount of former Space Shuttle equipment and return astronauts to the Moon. However, the Constellation program was canceled by the Obama Administration and former astronauts Neil Armstrong, Gene Cernan, and Jim Lovell sent a letter to President Barack Obama to warn him that if the United States did not get new human spaceflight ability, the U.S. risked become a second or third-rate space power.
As early as the Reagan Administration, there had been calls for NASA to expand private sector involvement in space exploration rather than do it all in house. In the 1990s, NASA and Lockheed Martin entered into an agreement to develop the Lockheed Martin X-33 and VentureStar spaceplane, which was intended to replace the Space Shuttle. However, due to technical challenges the spacecraft was cancelled in 2001. Despite this, it was the first time a commercial space company directly expended a significant amount of its own resources into spacecraft development. The advent of space tourism also forced NASA to challenge its assumption that only governments would have people in space. The first space tourist was Dennis Tito, an American investment manager and former aerospace engineer who contracted with the Russians to fly to the International Space Station for four days, despite the opposition of NASA to the idea.
Advocates of this new commercial approach for NASA included former astronaut Buzz Aldrin, who remarked that it would return NASA to its roots as a research and development agency, with commercial entities actually operating the space systems. Having corporations take over orbital operations would also allow NASA to focus all its efforts on deep space exploration and returning humans to the Moon and going to Mars. Embracing this approach, NASA's Commercial Crew Program started by contracting cargo delivery to the International Space Station and flew its first operational contracted mission on SpaceX Crew-1. This marked the first time since the retirement of the Space Shuttle that NASA was able to launch its own astronauts on an American spacecraft from the United States, ending a decade of reliance on the Russians.In 2019, NASA announced the Artemis program, intending to return to the Moon and establish a permanent human presence. This was paired with the Artemis Accords with partner nations to establish rules of behavior and norms of space commercialization on the Moon.
== Active programs ==
=== Human spaceflight ===
==== International Space Station (1993–present) ====
The International Space Station (ISS) combines NASA's Space Station Freedom project with the Soviet/Russian Mir-2 station, the European Columbus station, and the Japanese Kibō laboratory module. NASA originally planned in the 1980s to develop Freedom alone, but US budget constraints led to the merger of these projects into a single multi-national program in 1993, managed by NASA, the Russian Federal Space Agency (RKA), the Japan Aerospace Exploration Agency (JAXA), the European Space Agency (ESA), and the Canadian Space Agency (CSA). The station consists of pressurized modules, external trusses, solar arrays and other components, which were manufactured in various factories around the world, and have been launched by Russian Proton and Soyuz rockets, and the US Space Shuttles. The on-orbit assembly began in 1998, the completion of the US Orbital Segment occurred in 2009 and the completion of the Russian Orbital Segment occurred in 2010, though there are some debates of whether new modules should be added in the segment. The ownership and use of the space station is established in intergovernmental treaties and agreements which divide the station into two areas and allow Russia to retain full ownership of the Russian Orbital Segment (with the exception of Zarya), with the US Orbital Segment allocated between the other international partners.Long-duration missions to the ISS are referred to as ISS Expeditions. Expedition crew members typically spend approximately six months on the ISS. The initial expedition crew size was three, temporarily decreased to two following the Columbia disaster. Since May 2009, expedition crew size has been six crew members. Crew size is expected to be increased to seven, the number the ISS was designed for, once the Commercial Crew Program becomes operational. The ISS has been continuously occupied for the past 22 years and 320 days, having exceeded the previous record held by Mir; and has been visited by astronauts and cosmonauts from 15 different nations.The station can be seen from the Earth with the naked eye and, as of 2023, is the largest artificial satellite in Earth orbit with a mass and volume greater than that of any previous space station. The Russian Soyuz and American Dragon spacecraft are used to send astronauts to and from the ISS. Several uncrewed cargo spacecraft provide service to the ISS; they are the Russian Progress spacecraft which has done so since 2000, the European Automated Transfer Vehicle (ATV) since 2008, the Japanese H-II Transfer Vehicle (HTV) since 2009, the (uncrewed) Dragon since 2012, and the American Cygnus spacecraft since 2013. The Space Shuttle, before its retirement, was also used for cargo transfer and would often switch out expedition crew members, although it did not have the capability to remain docked for the duration of their stay. Between the retirement of the Shuttle in 2011 and the commencement of crewed Dragon flights in 2020, American astronauts exclusively used the Soyuz for crew transport to and from the ISS The highest number of people occupying the ISS has been thirteen; this occurred three times during the late Shuttle ISS assembly missions.The ISS program is expected to continue to 2030, after which the space station will be retired and destroyed in a controlled de-orbit.
==== Commercial Resupply Services (2008–present) ====
Commercial Resupply Services (CRS) are a contract solution to deliver cargo and supplies to the International Space Station (ISS) on a commercial basis. NASA signed its first CRS contracts in 2008 and awarded $1.6 billion to SpaceX for twelve cargo Dragon and $1.9 billion to Orbital Sciences for eight Cygnus flights, covering deliveries to 2016. Both companies evolved or created their launch vehicle products to support the solution (SpaceX with The Falcon 9 and Orbital with the Antares).
SpaceX flew its first operational resupply mission (SpaceX CRS-1) in 2012. Orbital Sciences followed in 2014 (Cygnus CRS Orb-1). In 2015, NASA extended CRS-1 to twenty flights for SpaceX and twelve flights for Orbital ATK.A second phase of contracts (known as CRS-2) was solicited in 2014; contracts were awarded in January 2016 to Orbital ATK Cygnus, Sierra Nevada Corporation Dream Chaser, and SpaceX Dragon 2, for cargo transport flights beginning in 2019 and expected to last through 2024. In March 2022, NASA awarded an additional six CRS-2 missions each to both SpaceX and Northrop Grumman (formerly Orbital).Northrop Grumman successfully delivered Cygnus NG-17 to the ISS in February 2022. In July 2022, SpaceX launched its 25th CRS flight (SpaceX CRS-25) and successfully delivered its cargo to the ISS. In late 2022, Sierra Nevada continued to assemble their Dream Chaser CRS solution; current estimates put its first launch in early 2023.
==== Commercial Crew Program (2011–present) ====
The Commercial Crew Program (CCP) provides commercially operated crew transportation service to and from the International Space Station (ISS) under contract to NASA, conducting crew rotations between the expeditions of the International Space Station program. American space manufacturer SpaceX began providing service in 2020, using the Crew Dragon spacecraft, and NASA plans to add Boeing when its Boeing Starliner spacecraft becomes operational some time after 2022. NASA has contracted for six operational missions from Boeing and fourteen from SpaceX, ensuring sufficient support for ISS through 2030.The spacecraft are owned and operated by the vendor, and crew transportation is provided to NASA as a commercial service. Each mission sends up to four astronauts to the ISS, with an option for a fifth passenger available. Operational flights occur approximately once every six months for missions that last for approximately six months. A spacecraft remains docked to the ISS during its mission, and missions usually overlap by at least a few days. Between the retirement of the Space Shuttle in 2011 and the first operational CCP mission in 2020, NASA relied on the Soyuz program to transport its astronauts to the ISS.
A Crew Dragon spacecraft is launched to space atop a Falcon 9 Block 5 launch vehicle and the capsule returns to Earth via splashdown in the ocean near Florida. The program's first operational mission, SpaceX Crew-1, launched on 16 November 2020. Boeing Starliner operational flights will now commence after its final test flight which was launched atop an Atlas V N22 launch vehicle. Instead of a splashdown, a Starliner capsule returns on land with airbags at one of four designated sites in the western United States.
==== Artemis (2017–present) ====
Since 2017, NASA's crewed spaceflight program has been the Artemis program, which involves the help of US commercial spaceflight companies and international partners such as ESA, JAXA, and CSA. The goal of this program is to land "the first woman and the next man" on the lunar south pole region by 2025. Artemis would be the first step towards the long-term goal of establishing a sustainable presence on the Moon, laying the foundation for companies to build a lunar economy, and eventually sending humans to Mars.
The Orion Crew Exploration Vehicle was held over from the canceled Constellation program for Artemis. Artemis 1 was the uncrewed initial launch of Space Launch System (SLS) that would also send an Orion spacecraft on a Distant Retrograde Orbit.NASA's next major space initiative is to be the construction of the Lunar Gateway, a small space station in lunar orbit. This space station will be designed primarily for non-continuous human habitation. The first tentative steps of returning to crewed lunar missions will be Artemis 2, which is to include the Orion crew module, propelled by the SLS, and is to launch in 2024. This mission is to be a 10-day mission planned to briefly place a crew of four into a Lunar flyby. The construction of the Gateway would begin with the proposed Artemis 3, which is planned to deliver a crew of four to Lunar orbit along with the first modules of the Gateway. This mission would last for up to 30 days. NASA plans to build full scale deep space habitats such as the Lunar Gateway and the Nautilus-X as part of its Next Space Technologies for Exploration Partnerships (NextSTEP) program. In 2017, NASA was directed by the congressional NASA Transition Authorization Act of 2017 to get humans to Mars-orbit (or to the Martian surface) by the 2030s.In support of the Artemis missions, NASA has been funding private companies to land robotic probes on the lunar surface in a program known as the Commercial Lunar Payload Services. As of March 2022, NASA has awarded contracts for robotic lunar probes to companies such as Intuitive Machines, Firefly Space Systems, and Astrobotic.On April 16, 2021, NASA announced they had selected the SpaceX Lunar Starship as its Human Landing System. The agency's Space Launch System rocket will launch four astronauts aboard the Orion spacecraft for their multi-day journey to lunar orbit where they will transfer to SpaceX's Starship for the final leg of their journey to the surface of the Moon.In November 2021, it was announced that the goal of landing astronauts on the Moon by 2024 had slipped to no earlier than 2025 due to numerous factors. Artemis 1 launched on November 16, 2022, and returned to Earth safely on December 11, 2022. As of June 2022, NASA plans to launch Artemis 2 in May 2024 and Artemis 3 in December 2025. Additional Artemis missions, Artemis 4 and Artemis 5, are planned to launch after 2025.
==== Commercial LEO Development (2021–present) ====
The Commercial Low Earth Orbit Destinations program is an initiative by NASA to support work on commercial space stations that the agency hopes to have in place by the end of the current decade to replace the "International Space Station". The three selected companies are: Blue Origin (et al.) with their Orbital Reef station concept, Nanoracks (et al.) with their Starlab Space Station concept, and Northrop Grumman with a station concept based on the HALO-module for the Gateway station.
=== Robotic exploration ===
NASA has conducted many uncrewed and robotic spaceflight programs throughout its history. More than 1,000 uncrewed missions have been designed to explore the Earth and the Solar System.
==== Mission selection process ====
NASA executes a mission development framework to plan, select, develop, and operate robotic missions. This framework defines cost, schedule and technical risk parameters to enable competitive selection of missions involving mission candidates that have been developed by principal investigators and their teams from across NASA, the broader U.S. Government research and development stakeholders, and industry. The mission development construct is defined by four umbrella programs.
===== Explorer program =====
The Explorer program derives its origin from the earliest days of the U.S. Space program. In current form, the program consists of three classes of systems – Small Explorers (SMEX), Medium Explorers (MIDEX), and University-Class Explorers (UNEX) missions. The NASA Explorer program office provides frequent flight opportunities for moderate cost innovative solutions from the heliophysics and astrophysics science areas. The Small Explorer missions are required to limit cost to NASA to below $150M (2022 dollars). Medium class explorer missions have typically involved NASA cost caps of $350M. The Explorer program office is based at NASA Goddard Space Flight Center.
===== Discovery program =====
The NASA Discovery program develops and delivers robotic spacecraft solutions in the planetary science domain. Discovery enables scientists and engineers to assemble a team to deliver a solution against a defined set of objectives and competitively bid that solution against other candidate programs. Cost caps vary but recent mission selection processes were accomplished using a $500M cost cap to NASA. The Planetary Mission Program Office is based at the NASA Marshall Space Flight Center and manages both the Discovery and New Frontiers missions. The office is part of the Science Mission Directorate.NASA Administrator Bill Nelson announced on June 2, 2021, that the DAVINCI+ and VERITAS missions were selected to launch to Venus in the late 2020s, having beat out competing proposals for missions to Jupiter's volcanic moon Io and Neptune's large moon Triton that were also selected as Discovery program finalists in early 2020. Each mission has an estimated cost of $500 million, with launches expected between 2028 and 2030. Launch contracts will be awarded later in each mission's development.
===== New Frontiers program =====
The New Frontiers program focuses on specific Solar System exploration goals identified as top priorities by the planetary science community. Primary objectives include Solar System exploration employing medium class spacecraft missions to conduct high-science-return investigations. New Frontiers builds on the development approach employed by the Discovery program but provides for higher cost caps and schedule durations than are available with Discovery. Cost caps vary by opportunity; recent missions have been awarded based on a defined cap of $1 billion. The higher cost cap and projected longer mission durations result in a lower frequency of new opportunities for the program – typically one every several years. OSIRIS-REx and New Horizons are examples of New Frontiers missions.NASA has determined that the next opportunity to propose for the fifth round of New Frontiers missions will occur no later than the fall of 2024. Missions in NASA's New Frontiers Program tackle specific Solar System exploration goals identified as top priorities by the planetary science community. Exploring the Solar System with medium-class spacecraft missions that conduct high-science-return investigations is NASA's strategy to further understand the Solar System.
===== Large strategic missions =====
Large strategic missions (formerly called Flagship missions) are strategic missions that are typically developed and managed by large teams that may span several NASA centers. The individual missions become the program as opposed to being part of a larger effort (see Discovery, New Frontiers, etc.). The James Webb Space Telescope is a strategic mission that was developed over a period of more than 20 years. Strategic missions are developed on an ad-hoc basis as program objectives and priorities are established. Missions like Voyager, had they been developed today, would have been strategic missions. Three of the Great Observatories were strategic missions (the Chandra X-ray Observatory, Compton Gamma Ray Observatory, and the Hubble Space Telescope). Europa Clipper is the next large strategic mission in development by NASA.
==== Planetary science missions ====
NASA continues to play a material in exploration of the Solar System as it has for decades. Ongoing missions have current science objectives with respect to more than five extraterrestrial bodies within the Solar System – Moon (Lunar Reconnaissance Orbiter), Mars (Perseverance rover), Jupiter (Juno), asteroid Bennu (OSIRIS-REx), and Kuiper Belt Objects (New Horizons). The Juno extended mission will make multiple flybys of the Jovian moon Io in 2023 and 2024 after flybys of Ganymede in 2021 and Europa in 2022. Voyager 1 and Voyager 2 continue to provide science data back to Earth while continuing on their outward journeys into interstellar space.
On November 26, 2011, NASA's Mars Science Laboratory mission was successfully launched for Mars. The Curiosity rover successfully landed on Mars on August 6, 2012, and subsequently began its search for evidence of past or present life on Mars.In September 2014, NASA's MAVEN spacecraft, which is part of the Mars Scout Program, successfully entered Mars orbit and, as of October 2022, continues its study of the atmosphere of Mars. NASA's ongoing Mars investigations include in-depth surveys of Mars by the Perseverance rover and InSight).
NASA's Europa Clipper, planned for launch in October 2024, will study the Galilean moon Europa through a series of flybys while in orbit around Jupiter. Dragonfly will send a mobile robotic rotorcraft to Saturn's biggest moon, Titan. As of May 2021, Dragonfly is scheduled for launch in June 2027.
==== Astrophysics missions ====
The NASA Science Mission Directorate Astrophysics division manages the agency's astrophysics science portfolio. NASA has invested significant resources in the development, delivery, and operations of various forms of space telescopes. These telescopes have provided the means to study the cosmos over a large range of the electromagnetic spectrum.The Great Observatories that were launched in the 1980s and 1990s have provided a wealth of observations for study by physicists across the planent. The first of them, the Hubble Space Telescope, was delivered to orbit in 1990 and continues to function, in part due to prior servicing missions performed by the Space Shuttle. The other remaining active great observatory include the Chandra X-ray Observatory (CXO), launched by STS-93 in July 1999 and is now in a 64-hour elliptical orbit studying X-ray sources that are not readily viewable from terrestrial observatories.
The Imaging X-ray Polarimetry Explorer (IXPE) is a space observatory designed to improve the understanding of X-ray production in objects such as neutron stars and pulsar wind nebulae, as well as stellar and supermassive black holes. IXPE launched in December 2021 and is an international collaboration between NASA and the Italian Space Agency (ASI). It is part of the NASA Small Explorers program (SMEX) which designs low-cost spacecraft to study heliophysics and astrophysics.The Neil Gehrels Swift Observatory was launched in November 2004 and is Gamma-ray burst observatory that also monitors the afterglow in X-ray, and UV/Visible light at the location of a burst. The mission was developed in a joint partnership between Goddard Space Flight Center (GSFC) and an international consortium from the United States, United Kingdom, and Italy. Pennsylvania State University operates the mission as part of NASA's Medium Explorer program (MIDEX).The Fermi Gamma-ray Space Telescope (FGST) is another gamma-ray focused space observatory that was launched to low Earth orbit in June 2008 and is being used to perform gamma-ray astronomy observations. In addition to NASA, the mission involves the United States Department of Energy, and government agencies in France, Germany, Italy, Japan, and Sweden.The James Webb Space Telescope (JWST), launched in December 2021 on an Ariane 5 rocket, operates in a halo orbit circling the Sun-Earth L2 point. JWST's high sensitivity in the infrared spectrum and its imaging resolution will allow it to view more distant, faint, or older objects than its predecessors, including Hubble.
==== Earth Sciences Program missions (1965–present) ====
NASA Earth Science is a large, umbrella program comprising a range of terrestrial and space-based collection systems in order to better understand the Earth system and its response to natural and human-caused changes. Numerous systems have been developed and fielded over several decades to provide improved prediction for weather, climate, and other changes in the natural environment. Several of the current operating spacecraft programs include: Aqua, Aura, Orbiting Carbon Observatory 2 (OCO-2), Gravity Recovery and Climate Experiment Follow-on (GRACE FO), and Ice, Cloud, and land Elevation Satellite 2 (ICESat-2).In addition to systems already in orbit, NASA is designing a new set of Earth Observing Systems to study, assess, and generate responses for climate change, natural hazards, forest fires, and real-time agricultural processes. The GOES-T satellite (designated GOES-18 after launch) joined the fleet of U.S. geostationary weather monitoring satellites in March 2022.NASA also maintains the Earth Science Data Systems (ESDS) program to oversee the life cycle of NASA's Earth science data — from acquisition through processing and distribution. The primary goal of ESDS is to maximize the scientific return from NASA's missions and experiments for research and applied scientists, decision makers, and society at large.The Earth Science program is managed by the Earth Science Division of the NASA Science Mission Directorate.
=== Space operations architecture ===
NASA invests in various ground and space-based infrastructures to support its science and exploration mandate. The agency maintains access to suborbital and orbital space launch capabilities and sustains ground station solutions to support its evolving fleet of spacecraft and remote systems.
==== Deep Space Network (1963–present) ====
The NASA Deep Space Network (DSN) serves as the primary ground station solution for NASA's interplanetary spacecraft and select Earth-orbiting missions. The system employs ground station complexes near Barstow California in the United States, in Spain near Madrid, and in Australia near Canberra. The placement of these ground stations approximately 120 degrees apart around the planet provides the ability for communications to spacecraft throughout the Solar System even as the Earth rotates about its axis on a daily basis. The system is controlled at a 24x7 operations center at JPL in Pasadena California which manages recurring communications linkages with up to 40 spacecraft. The system is managed by the Jet Propulsion Laboratory (JPL).
==== Near Space Network (1983–present) ====
The Near Space Network (NSN) provides telemetry, commanding, ground-based tracking, data and communications services to a wide range of customers with satellites in low earth orbit (LEO), geosynchronous orbit (GEO), highly elliptical orbits (HEO), and lunar orbits. The NSN accumulates ground station and antenna assets from the Near-Earth Network and the Tracking and Data Relay Satellite System (TDRS) which operates in geosynchronous orbit providing continuous real-time coverage for launch vehicles and low earth orbit NASA missions.The NSN consists of 19 ground stations worldwide operated by the US Government and by contractors including Kongsberg Satellite Services (KSAT), Swedish Space Corporation (SSC), and South African National Space Agency (SANSA). The ground network averages between 120 and 150 spacecraft contacts a day with TDRS engaging with systems on a near-continuous basis as needed; the system is managed and operated by the Goddard Space Flight Center.
==== Sounding Rocket Program (1959–present) ====
The NASA Sounding Rocket Program (NSRP) is located at the Wallops Flight Facility and provides launch capability, payload development and integration, and field operations support to execute suborbital missions. The program has been in operation since 1959 and is managed by the Goddard Space Flight Center using a combined US Government and contractor team. The NSRP team conducts approximately 20 missions per year from both Wallops and other launch locations worldwide to allow scientists to collect data "where it occurs". The program supports the strategic vision of the Science Mission Directorate collecting important scientific data for earth science, heliophysics, and astrophysics programs.In June 2022, NASA conducted its first rocket launch from a commercial spaceport outside the US. It launched a Black Brant IX from the Arnhem Space Centre in Australia.
==== Launch Services Program (1990–present) ====
The NASA Launch Services Program (LSP) is responsible for procurement of launch services for NASA uncrewed missions and oversight of launch integration and launch preparation activity, providing added quality and mission assurance to meet program objectives. Since 1990, NASA has purchased expendable launch vehicle launch services directly from commercial providers, whenever possible, for its scientific and applications missions. Expendable launch vehicles can accommodate all types of orbit inclinations and altitudes and are ideal vehicles for launching Earth-orbit and interplanetary missions. LSP operates from Kennedy Space Center and falls under the NASA Space Operations Mission Directorate (SOMD).
=== Aeronautics Research ===
The Aeronautics Research Mission Directorate (ARMD) is one of five mission directorates within NASA, the other four being the Exploration Systems Development Mission Directorate, the Space Operations Mission Directorate, the Science Mission Directorate, and the Space Technology Mission Directorate. The ARMD is responsible for NASA's aeronautical research, which benefits the commercial, military, and general aviation sectors. ARMD performs its aeronautics research at four NASA facilities: Ames Research Center and Armstrong Flight Research Center in California, Glenn Research Center in Ohio, and Langley Research Center in Virginia.
==== NASA X-57 Maxwell aircraft (2016–present) ====
The NASA X-57 Maxwell is an experimental aircraft being developed by NASA to demonstrate the technologies required to deliver a highly efficient all-electric aircraft. The primary goal of the program is to develop and deliver all-electric technology solutions that can also achieve airworthiness certification with regulators. The program involves development of the system in several phases, or modifications, to incrementally grow the capability and operability of the system. The initial configuration of the aircraft has now completed ground testing as it approaches its first flights. In mid-2022, the X-57 was scheduled to fly before the end of the year. The development team includes staff from the NASA Armstrong, Glenn, and Langley centers along with number of industry partners from the United States and Italy.
==== Next Generation Air Transportation System (2007–present) ====
NASA is collaborating with the Federal Aviation Administration and industry stakeholders to modernize the United States National Airspace System (NAS). Efforts began in 2007 with a goal to deliver major modernization components by 2025. The modernization effort intends to increase the safety, efficiency, capacity, access, flexibility, predictability, and resilience of the NAS while reducing the environmental impact of aviation. The Aviation Systems Division of NASA Ames operates the joint NASA/FAA North Texas Research Station. The station supports all phases of NextGen research, from concept development to prototype system field evaluation. This facility has already transitioned advanced NextGen concepts and technologies to use through technology transfers to the FAA. NASA contributions also include development of advanced automation concepts and tools that provide air traffic controllers, pilots, and other airspace users with more accurate real-time information about the nation's traffic flow, weather, and routing. Ames' advanced airspace modeling and simulation tools have been used extensively to model the flow of air traffic flow across the U.S., and to evaluate new concepts in airspace design, traffic flow management, and optimization.
=== Technology research ===
==== Nuclear in-space power and propulsion (ongoing) ====
NASA has made use of technologies such as the multi-mission radioisotope thermoelectric generator (MMRTG), which is a type of radioisotope thermoelectric generator used to power spacecraft. Shortages of the required plutonium-238 have curtailed deep space missions since the turn of the millennium. An example of a spacecraft that was not developed because of a shortage of this material was New Horizons 2.In July 2021, NASA announced contract awards for development of nuclear thermal propulsion reactors. Three contractors will develop individual designs over 12 months for later evaluation by NASA and the U.S. Department of Energy. NASA's space nuclear technologies portfolio are led and funded by its Space Technology Mission Directorate.
In January 2023, NASA announced a partnership with Defense Advanced Research Projects Agency on the Demonstration Rocket for Agile Cislunar Operations (DRACO) program to demonstrate a NTR engine in space, an enabling capability for NASA missions to Mars. In July 2023, NASA and DARPA jointly announced the award of $499 million to Lockheed Martin to design and build an experimental NTR rocket to be launched in 2027.
==== Other initiatives ====
Free Space Optics. NASA contracted a third party to study the probability of using Free Space Optics (FSO) to communicate with Optical (laser) Stations on the Ground (OGS) called laser-com RF networks for satellite communications.Water Extraction from Lunar Soil. On July 29, 2020, NASA requested American universities to propose new technologies for extracting water from the lunar soil and developing power systems. The idea will help the space agency conduct sustainable exploration of the Moon.
=== Human Spaceflight Research (2005–present) ===
NASA's Human Research Program (HRP) is designed to study the effects of space on human health and also to provide countermeasures and technologies for human space exploration. The medical effects of space exploration are reasonably limited in low Earth orbit or in travel to the Moon. Travel to Mars, however, is significantly longer and deeper into space and significant medical issues can result. This includes bone loss, radiation exposure, vision changes, circadian rhythm disturbances, heart remodeling, and immune alterations. In order to study and diagnose these ill-effects, HRP has been tasked with identifying or developing small portable instrumentation with low mass, volume, and power to monitor the health of astronauts. To achieve this aim, on May 13, 2022, NASA and SpaceX Crew-4 astronauts successfully tested its rHEALTH ONE universal biomedical analyzer for its ability to identify and analyzer biomarkers, cells, microorganisms, and proteins in a spaceflight environment.
=== Planetary Defense (2016–present) ===
NASA established the Planetary Defense Coordination Office (PDCO) in 2016 to catalog and track potentially hazardous near-Earth objects (NEO), such as asteroids and comets and develop potential responses and defenses against these threats. The PDCO is chartered to provide timely and accurate information to the government and the public on close approaches by Potentially hazardous objects (PHOs) and any potential for impact. The office functions within the Science Mission Directorate Planetary Science division.The PDCO augmented prior cooperative actions between the United States, the European Union, and other nations which had been scanning the sky for NEOs since 1998 in an effort called Spaceguard.
==== Near Earth object detection (1998–present) ====
From the 1990s NASA has run many NEO detection programs from Earth bases observatories, greatly increasing the number of objects that have been detected. However, many asteroids are very dark and the ones that are near the Sun are much harder to detect from Earth-based telescopes which observe at night, and thus face away from the Sun. NEOs inside Earth orbit only reflect a part of light also rather than potentially a "full Moon" when they are behind the Earth and fully lit by the Sun.
In 1998, the United States Congress gave NASA a mandate to detect 90% of near-Earth asteroids over 1 km (0.62 mi) diameter (that threaten global devastation) by 2008. This initial mandate was met by 2011. In 2005, the original USA Spaceguard mandate was extended by the George E. Brown, Jr. Near-Earth Object Survey Act, which calls for NASA to detect 90% of NEOs with diameters of 140 m (460 ft) or greater, by 2020 (compare to the 20-meter Chelyabinsk meteor that hit Russia in 2013). As of January 2020, it is estimated that less than half of these have been found, but objects of this size hit the Earth only about once in 2,000 years.In January 2020, NASA officials estimated it would take 30 years to find all objects meeting the 140 m (460 ft) size criteria, more than twice the timeframe that was built into the 2005 mandate. In June 2021, NASA authorized the development of the NEO Surveyor spacecraft to reduce that projected duration to achieve the mandate down to 10 years.
==== Involvement in current robotic missions ====
NASA has incorporated planetary defense objectives into several ongoing missions.
In 1999, NASA visited 433 Eros with the NEAR Shoemaker spacecraft which entered its orbit in 2000, closely imaging the asteroid with various instruments at that time. NEAR Shoemaker became the first spacecraft to successfully orbit and land on an asteroid, improving our understanding of these bodies and demonstrating our capacity to study them in greater detail.OSIRIS-REx used its suite of instruments to transmit radio tracking signals and capture optical images of Bennu during its study of the asteroid that will help NASA scientists determine its precise position in the solar system and its exact orbital path. As Bennu has the potential for recurring approaches to the Earth-Moon system in the next 100–200 years, the precision gained from OSIRIS-REx will enable scientists to better predict the future gravitational interactions between Bennu and our planet and resultant changes in Bennu's onward flight path.The WISE/NEOWISE mission was launched by NASA JPL in 2009 as an infrared-wavelength astronomical space telescope. In 2013, NASA repurposed it as the NEOWISE mission to find potentially hazardous near-Earth asteroids and comets; its mission has been extended into 2023.NASA and Johns Hopkins Applied Physics Laboratory (JHAPL) jointly developed the first planetary defense purpose-built satellite, the Double Asteroid Redirection Test (DART) to test possible planetary defense concepts. DART was launched in November 2021 by a SpaceX Falcon 9 from California on a trajectory designed to impact the Dimorphos asteroid. Scientists were seeking to determine whether an impact could alter the subsequent path of the asteroid; a concept that could be applied to future planetary defense. On September 26, 2022, DART hit its target. In the weeks following impact, NASA declared DART a success, confirming it had shortened Dimorphos' orbital period around Didymos by about 32 minutes, surpassing the pre-defined success threshold of 73 seconds.NEO Surveyor, formerly called the Near-Earth Object Camera (NEOCam) mission, is a space-based infrared telescope under development to survey the Solar System for potentially hazardous asteroids. The spacecraft is scheduled to launch in 2026.
=== Study of Unidentified Aerial Phenomena (2022–present) ===
In June 2022, the head of the NASA Science Mission Directorate, Thomas Zurbuchen, confirmed the start of NASA's UAP independent study team. At a speech before the National Academies of Science, Engineering and Medicine, Zurbuchen said the space agency would bring a scientific perspective to efforts already underway by the Pentagon and intelligence agencies to make sense of dozens of such sightings. He said it was "high-risk, high-impact" research that the space agency should not shy away from, even if it is a controversial field of study.
== Collaboration ==
=== NASA Advisory Council ===
In response to the Apollo 1 accident, which killed three astronauts in 1967, Congress directed NASA to form an Aerospace Safety Advisory Panel (ASAP) to advise the NASA Administrator on safety issues and hazards in NASA's air and space programs. In the aftermath of the Shuttle Columbia disaster, Congress required that the ASAP submit an annual report to the NASA Administrator and to Congress. By 1971, NASA had also established the Space Program Advisory Council and the Research and Technology Advisory Council to provide the administrator with advisory committee support. In 1977, the latter two were combined to form the NASA Advisory Council (NAC). The NASA Authorization Act of 2014 reaffirmed the importance of ASAP.
=== National Oceanic and Atmospheric Administration (NOAA) ===
NASA and NOAA have cooperated for decades on the development, delivery and operation of polar and geosynchronous weather satellites. The relationship typically involves NASA developing the space systems, launch solutions, and ground control technology for the satellites and NOAA operating the systems and delivering weather forecasting products to users. Multiple generations of NOAA Polar orbiting platforms have operated to provide detailed imaging of weather from low altitude. Geostationary Operational Environmental Satellites (GOES) provide near-real-time coverage of the western hemisphere to ensure accurate and timely understanding of developing weather phenomenon.
=== United States Space Force ===
The United States Space Force (USSF) is the space service branch of the United States Armed Forces, while the National Aeronautics and Space Administration (NASA) is an independent agency of the United States government responsible for civil spaceflight. NASA and the Space Force's predecessors in the Air Force have a long-standing cooperative relationship, with the Space Force supporting NASA launches out of Kennedy Space Center, Cape Canaveral Space Force Station, and Vandenberg Space Force Base, to include range support and rescue operations from Task Force 45. NASA and the Space Force also partner on matters such as defending Earth from asteroids. Space Force members can be NASA astronauts, with Colonel Michael S. Hopkins, the commander of SpaceX Crew-1, commissioned into the Space Force from the International Space Station on December 18, 2020. In September 2020, the Space Force and NASA signed a memorandum of understanding formally acknowledging the joint role of both agencies. This new memorandum replaced a similar document signed in 2006 between NASA and Air Force Space Command.
=== U.S. Geological Survey ===
The Landsat program is the longest-running enterprise for acquisition of satellite imagery of Earth. It is a joint NASA / USGS program. On July 23, 1972, the Earth Resources Technology Satellite was launched. This was eventually renamed to Landsat 1 in 1975. The most recent satellite in the series, Landsat 9, was launched on September 27, 2021.The instruments on the Landsat satellites have acquired millions of images. The images, archived in the United States and at Landsat receiving stations around the world, are a unique resource for global change research and applications in agriculture, cartography, geology, forestry, regional planning, surveillance and education, and can be viewed through the U.S. Geological Survey (USGS) "EarthExplorer" website. The collaboration between NASA and USGS involves NASA designing and delivering the space system (satellite) solution, launching the satellite into orbit with the USGS operating the system once in orbit. As of October 2022, nine satellites have been built with eight of them successfully operating in orbit.
=== European Space Agency (ESA) ===
NASA collaborates with the European Space Agency on a wide range of scientific and exploration requirements. From participation with the Space Shuttle (the Spacelab missions) to major roles on the Artemis program (the Orion Service Module), ESA and NASA have supported the science and exploration missions of each agency. There are NASA payloads on ESA spacecraft and ESA payloads on NASA spacecraft. The agencies have developed joint missions in areas including heliophysics (e.g. Solar Orbiter) and astronomy (Hubble Space Telescope, James Webb Space Telescope).
Under the Artemis Gateway partnership, ESA will contribute habitation and refueling modules, along with enhanced lunar communications, to the Gateway.
NASA and ESA continue to advance cooperation in relation to Earth Science including climate change with agreements to cooperate on various missions including the Sentinel-6 series of spacecraft
=== Japan Aerospace Exploration Agency (JAXA) ===
NASA and the Japan Aerospace Exploration Agency (JAXA) cooperate on a range of space projects. JAXA is a direct participant in the Artemis program, including the Lunar Gateway effort. JAXA's planned contributions to Gateway include I-Hab's environmental control and life support system, batteries, thermal control, and imagery components, which will be integrated into the module by the European Space Agency (ESA) prior to launch. These capabilities are critical for sustained Gateway operations during crewed and uncrewed time periods.JAXA and NASA have collaborated on numerous satellite programs, especially in areas of Earth science. NASA has contributed to JAXA satellites and vice versa. Japanese instruments are flying on NASA's Terra and Aqua satellites, and NASA sensors have flown on previous Japanese Earth-observation missions. The NASA-JAXA Global Precipitation Measurement mission was launched in 2014 and includes both NASA- and JAXA-supplied sensors on a NASA satellite launched on a JAXA rocket. The mission provides the frequent, accurate measurements of rainfall over the entire globe for use by scientists and weather forecasters.
=== Roscosmos ===
NASA and Roscosmos have cooperated on the development and operation of the International Space Station since September 1993. The agencies have used launch systems from both countries to deliver station elements to orbit. Astronauts and Cosmonauts jointly maintain various elements of the station. Both countries provide access to the station via launch systems noting Russia's unique role as the sole provider of delivery of crew and cargo upon retirement of the space shuttle in 2011 and prior to commencement of NASA COTS and crew flights. In July 2022, NASA and Roscosmos signed a deal to share space station flights enabling crew from each country to ride on the systems provided by the other. Current geopolitical conditions in late 2022 make it unlikely that cooperation will be extended to other programs such as Artemis or lunar exploration.
=== Indian Space Research Organisation (ISRO) ===
In September 2014, NASA and Indian Space Research Organisation (ISRO) signed a partnership to collaborate on and launch a joint radar mission, the NASA-ISRO Synthetic Aperature Radar (NISAR) mission. The mission is targeted to launch in 2024. NASA will provide the mission's L-band synthetic aperture radar, a high-rate communication subsystem for science data, GPS receivers, a solid-state recorder and payload data subsystem. ISRO provides the spacecraft bus, the S-band radar, the launch vehicle and associated launch services.
=== Artemis Accords ===
The Artemis Accords have been established to define a framework for cooperating in the peaceful exploration and exploitation of the Moon, Mars, asteroids, and comets. The Accords were drafted by NASA and the U.S. State Department and are executed as a series of bilateral agreements between the United States and the participating countries. As of September 2022, 21 countries have signed the accords. They are Australia, Bahrain, Brazil, Canada, Colombia, France, Israel, Italy, Japan, the Republic of Korea, Luxembourg, Mexico, New Zealand, Poland, Romania, the Kingdom of Saudi Arabia, Singapore, Ukraine, the United Arab Emirates, the United Kingdom, and the United States.
=== China National Space Administration ===
The Wolf Amendment was passed by the U.S. Congress into law in 2011 and prevents NASA from engaging in direct, bilateral cooperation with the Chinese government and China-affiliated organizations such as the China National Space Administration without the explicit authorization from Congress and the Federal Bureau of Investigation. The law has been renewed annually since by inclusion in annual appropriations bills.
== Management ==
=== Leadership ===
The agency's administration is located at NASA Headquarters in Washington, DC, and provides overall guidance and direction. Except under exceptional circumstances, NASA civil service employees are required to be US citizens.
NASA's administrator is nominated by the President of the United States subject to the approval of the US Senate, and serves at the President's pleasure as a senior space science advisor. The current administrator is Bill Nelson, appointed by President Joe Biden, since May 3, 2021.
=== Strategic plan ===
NASA operates with four FY2022 strategic goals.
Expand human knowledge through new scientific discoveries
Extend human presence to the Moon and on towards Mars for sustainable long-term exploration, development, and utilization
Catalyze economic growth and drive innovation to address national challenges
Enhance capabilities and operations to catalyze current and future mission success
=== Budget ===
NASA budget requests are developed by NASA and approved by the administration prior to submission to the U.S. Congress. Authorized budgets are those that have been included in enacted appropriations bills that are approved by both houses of Congress and enacted into law by the U.S. president.NASA fiscal year budget requests and authorized budgets are provided below.
=== Organization ===
NASA funding and priorities are developed through its six Mission Directorates.
Center-wide activities such as the Chief Engineer and Safety and Mission Assurance organizations are aligned to the headquarters function. The MSD budget estimate includes funds for these HQ functions. The administration operates 10 major field centers with several managing additional subordinate facilities across the country. Each is led by a Center Director (data below valid as of September 1, 2022).
== Sustainability ==
=== Environmental impact ===
The exhaust gases produced by rocket propulsion systems, both in Earth's atmosphere and in space, can adversely affect the Earth's environment. Some hypergolic rocket propellants, such as hydrazine, are highly toxic prior to combustion, but decompose into less toxic compounds after burning. Rockets using hydrocarbon fuels, such as kerosene, release carbon dioxide and soot in their exhaust. However, carbon dioxide emissions are insignificant compared to those from other sources; on average, the United States consumed 803 million US gal (3.0 million m3) of liquid fuels per day in 2014, while a single Falcon 9 rocket first stage burns around 25,000 US gallons (95 m3) of kerosene fuel per launch. Even if a Falcon 9 were launched every single day, it would only represent 0.006% of liquid fuel consumption (and carbon dioxide emissions) for that day. Additionally, the exhaust from LOx- and LH2- fueled engines, like the SSME, is almost entirely water vapor. NASA addressed environmental concerns with its canceled Constellation program in accordance with the National Environmental Policy Act in 2011. In contrast, ion engines use harmless noble gases like xenon for propulsion.An example of NASA's environmental efforts is the NASA Sustainability Base. Additionally, the Exploration Sciences Building was awarded the LEED Gold rating in 2010. On May 8, 2003, the Environmental Protection Agency recognized NASA as the first federal agency to directly use landfill gas to produce energy at one of its facilities—the Goddard Space Flight Center, Greenbelt, Maryland.In 2018, NASA along with other companies including Sensor Coating Systems, Pratt & Whitney, Monitor Coating and UTRC launched the project CAUTION (CoAtings for Ultra High Temperature detectION). This project aims to enhance the temperature range of the Thermal History Coating up to 1,500 °C (2,730 °F) and beyond. The final goal of this project is improving the safety of jet engines as well as increasing efficiency and reducing CO2 emissions.
=== Climate change ===
NASA also researches and publishes on climate change. Its statements concur with the global scientific consensus that the global climate is warming. Bob Walker, who has advised US President Donald Trump on space issues, has advocated that NASA should focus on space exploration and that its climate study operations should be transferred to other agencies such as NOAA. Former NASA atmospheric scientist J. Marshall Shepherd countered that Earth science study was built into NASA's mission at its creation in the 1958 National Aeronautics and Space Act. NASA won the 2020 Webby People's Voice Award for Green in the category Web.
=== STEM Initiatives ===
Educational Launch of Nanosatellites (ELaNa). Since 2011, the ELaNa program has provided opportunities for NASA to work with university teams to test emerging technologies and commercial-off-the-shelf solutions by providing launch opportunities for developed CubeSats using NASA procured launch opportunities. By example, two NASA-sponsored CubeSats launched in June 2022 on a Virgin Orbit LauncherOne vehicle as the ELaNa 39 mission.Cubes in Space. NASA started an annual competition in 2014 named "Cubes in Space". It is jointly organized by NASA and the global education company I Doodle Learning, with the objective of teaching school students aged 11–18 to design and build scientific experiments to be launched into space on a NASA rocket or balloon. On June 21, 2017, the world's smallest satellite, KalamSAT, was launched.
=== Use of the metric system ===
US law requires the International System of Units to be used in all US Government programs, "except where impractical".In 1969, Apollo 11 landed on the Moon using a mix of United States customary units and metric units. In the 1980s, NASA started the transition towards the metric system, but was still using both systems in the 1990s. On September 23, 1999, a mixup between NASA's use of SI units and Lockheed Martin Space's use of US units resulted in the loss of the Mars Climate Orbiter.In August 2007, NASA stated that all future missions and explorations of the Moon would be done entirely using the SI system. This was done to improve cooperation with space agencies of other countries that already use the metric system. As of 2007, NASA is predominantly working with SI units, but some projects still use US units, and some, including the International Space Station, use a mix of both.
== Media presence ==
=== NASA TV ===
Approaching 40 years of service, the NASA TV channel airs content ranging from live coverage of crewed missions to video coverage of significant milestones for operating robotic spacecraft (e.g., rover landings on Mars for example) and domestic and international launches. The channel is delivered by NASA and is broadcast by satellite and over the Internet. The system initially started to capture archival footage of important space events for NASA managers and engineers and expanded as public interest grew. The Apollo 8 Christmas Eve broadcast while in orbit around the Moon was received by more than a billion people. NASA's video transmission of the Apollo 11 Moon landing was awarded a primetime Emmy in commemoration of the 40th anniversary of the landing. The channel is a product of the U.S. Government and is widely available across many television and Internet platforms.
=== NASAcast ===
NASAcast is the official audio and video podcast of the NASA website. Created in late 2005, the podcast service contains the latest audio and video features from the NASA web site, including NASA TV's This Week at NASA and educational materials produced by NASA. Additional NASA podcasts, such as Science@NASA, are also featured and give subscribers an in-depth look at content by subject matter.
=== NASA EDGE ===
NASA EDGE is a video podcast which explores different missions, technologies and projects developed by NASA. The program was released by NASA on March 18, 2007, and, as of August 2020, there have been 200 vodcasts produced. It is a public outreach vodcast sponsored by NASA's Exploration Systems Mission Directorate and based out of the Exploration and Space Operations Directorate at Langley Research Center in Hampton, Virginia. The NASA EDGE team takes an insiders look at current projects and technologies from NASA facilities around the United States, and it is depicted through personal interviews, on-scene broadcasts, computer animations, and personal interviews with top scientists and engineers at NASA.The show explores the contributions NASA has made to society as well as the progress of current projects in materials and space exploration. NASA EDGE vodcasts can be downloaded from the NASA website and from iTunes.
In its first year of production, the show was downloaded over 450,000 times. As of February 2010, the average download rate is more than 420,000 per month, with over one million downloads in December 2009 and January 2010.NASA and the NASA EDGE have also developed interactive programs designed to complement the vodcast. The Lunar Electric Rover App allows users to drive a simulated Lunar Electric Rover between objectives, and it provides information about and images of the vehicle. The NASA EDGE Widget provides a graphical user interface for accessing NASA EDGE vodcasts, image galleries, and the program's Twitter feed, as well as a live NASA news feed.
=== Astronomy Picture of the Day ===
=== NASA Plus ===
In July 2023, NASA announced a new streaming service known as NASA Plus. It is expected to launch in late 2023, and will have live coverages of launches, have documentaries and original programs. According to NASA, it will be free of ads and subscription fees.
== Gallery ==
== See also ==
List of crewed spacecraft
List of NASA aircraft
List of space disasters
List of United States rockets
Category: NASA people
NASA Advanced Space Transportation Program
NASA Art Program
NASA Research Park – Research park near San Jose, California
TechPort (NASA) – Technology Portfolio System
== Explanatory notes ==
== References ==
== Further reading ==
Alexander, Joseph K. Science Advice to NASA: Conflict, Consensus, Partnership, Leadership (2019) excerpt
Bizony, Piers et al. The NASA Archives. 60 Years in Space (2019)
Brady, Kevin M. "NASA Launches Houston into Orbit How America's Space Program Contributed to Southeast Texas's Economic Growth, Scientific Development, and Modernization during the Late Twentieth Century." Journal of the West (2018) 57#4 pp 13–54.
Bromberg, Joan Lisa. NASA and the Space Industry (Johns Hopkins UP, 1999).
Clemons, Jack. Safely to Earth: The Men and Women Who Brought the Astronauts Home (2018) excerpt
Dick, Steven J., and Roger D. Launius, eds. Critical Issues in the History of Spaceflight (NASA, 2006)
Launius, Roger D. "Eisenhower, Sputnik, and the Creation of NASA." Prologue-Quarterly of the National Archives 28.2 (1996): 127–143.
Pyle, Rod. Space 2.0: How Private Spaceflight, a Resurgent NASA, and International Partners are Creating a New Space Age (2019), overview of space exploration excerpt
Spencer, Brett. "The Book and the Rocket: The Symbiotic Relationship between American Public Libraries and the Space Program, 1950–2015", Information & Culture 51, no. 4 (2016): 550–82.
Weinzierl, Matthew. "Space, the final economic frontier." Journal of Economic Perspectives 32.2 (2018): 173–92. online Archived December 31, 2021, at the Wayback Machine, review of economics literature
== External links ==
NASA official website
NASA Engineering and Safety Center
NASA History Division (archived 2 March 2000)
Monthly look at Exploration events
NODIS: NASA Online Directives Information System
NTRS: NASA Technical Reports Server
NASA History and the Challenge of Keeping the Contemporary Past
NASA podcasts
NASA Watch, an agency watchdog site
Works by or about NASA at Internet Archive
How NASA works on howstuffworks.com
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Ancient Greek
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Ancient Greek includes the forms of the Greek language used in ancient Greece and the ancient world from around 1500 BC to 300 BC. It is often roughly divided into the following periods: Mycenaean Greek (c. 1400–1200 BC), Dark Ages (c. 1200–800 BC), the Archaic or Epic period (c. 800–500 BC), and the Classical period (c. 500–300 BC).Ancient Greek was the language of Homer and of fifth-century Athenian historians, playwrights, and philosophers. It has contributed many words to English vocabulary and has been a standard subject of study in educational institutions of the Western world since the Renaissance. This article primarily contains information about the Epic and Classical periods of the language, which are the best-attested periods and considered most typical of Ancient Greek.
From the Hellenistic period (c. 300 BC), Ancient Greek was followed by Koine Greek, which is regarded as a separate historical stage, although its earliest form closely resembles Attic Greek and its latest form approaches Medieval Greek. There were several regional dialects of Ancient Greek, of which Attic Greek developed into Koine.
== Dialects ==
Ancient Greek was a pluricentric language, divided into many dialects. The main dialect groups are Attic and Ionic, Aeolic, Arcadocypriot, and Doric, many of them with several subdivisions. Some dialects are found in standardized literary forms used in literature, while others are attested only in inscriptions.
There are also several historical forms. Homeric Greek is a literary form of Archaic Greek (derived primarily from Ionic and Aeolic) used in the epic poems, the Iliad and the Odyssey, and in later poems by other authors. Homeric Greek had significant differences in grammar and pronunciation from Classical Attic and other Classical-era dialects.
=== History ===
The origins, early form and development of the Hellenic language family are not well understood because of a lack of contemporaneous evidence. Several theories exist about what Hellenic dialect groups may have existed between the divergence of early Greek-like speech from the common Proto-Indo-European language and the Classical period. They have the same general outline but differ in some of the detail. The only attested dialect from this period is Mycenaean Greek, but its relationship to the historical dialects and the historical circumstances of the times imply that the overall groups already existed in some form.
Scholars assume that major ancient Greek period dialect groups developed not later than 1120 BC, at the time of the Dorian invasions—and that their first appearances as precise alphabetic writing began in the 8th century BC. The invasion would not be "Dorian" unless the invaders had some cultural relationship to the historical Dorians. The invasion is known to have displaced population to the later Attic-Ionic regions, who regarded themselves as descendants of the population displaced by or contending with the Dorians.
The Greeks of this period believed there were three major divisions of all Greek people – Dorians, Aeolians, and Ionians (including Athenians), each with their own defining and distinctive dialects. Allowing for their oversight of Arcadian, an obscure mountain dialect, and Cypriot, far from the center of Greek scholarship, this division of people and language is quite similar to the results of modern archaeological-linguistic investigation.
One standard formulation for the dialects is:
West Group
Northwest Greek
Doric
Aeolic Group
Aegean/Asiatic Aeolic
Thessalian
Boeotian
Ionic-Attic Group
Attic
Ionic
Euboean and colonies in Italy
Cycladic
Asiatic Ionic
Arcadocypriot Greek
Arcadian
CypriotWest vs. non-West Greek is the strongest-marked and earliest division, with non-West in subsets of Ionic-Attic (or Attic-Ionic) and Aeolic vs. Arcadocypriot, or Aeolic and Arcado-Cypriot vs. Ionic-Attic. Often non-West is called 'East Greek'.
Arcadocypriot apparently descended more closely from the Mycenaean Greek of the Bronze Age.
Boeotian Greek had come under a strong Northwest Greek influence, and can in some respects be considered a transitional dialect, as exemplified in the poems of the Boeotian poet Pindar who wrote in Doric with a small Aeolic admixture. Thessalian likewise had come under Northwest Greek influence, though to a lesser degree.
Pamphylian Greek, spoken in a small area on the southwestern coast of Anatolia and little preserved in inscriptions, may be either a fifth major dialect group, or it is Mycenaean Greek overlaid by Doric, with a non-Greek native influence.Regarding the speech of the ancient Macedonians diverse theories have been put forward, but the epigraphic activity and the archaeological discoveries in the Greek region of Macedonia during the last decades has brought to light documents, among which the first texts written in Macedonian, such as the Pella curse tablet, as Hatzopoulos and other scholars note. Based on the conclusions drawn by several studies and findings such as Pella curse tablet, Emilio Crespo and other scholars suggest that ancient Macedonian was a Northwest Doric dialect, which shares isoglosses with its neighboring Thessalian dialects spoken in northeastern Thessaly. Some have also suggested an Aeolic Greek classification.The Lesbian dialect was Aeolic. For example, fragments of the works of the poet Sappho from the island of Lesbos are in Aeolian.Most of the dialect sub-groups listed above had further subdivisions, generally equivalent to a city-state and its surrounding territory, or to an island. Doric notably had several intermediate divisions as well, into Island Doric (including Cretan Doric), Southern Peloponnesus Doric (including Laconian, the dialect of Sparta), and Northern Peloponnesus Doric (including Corinthian).
All the groups were represented by colonies beyond Greece proper as well, and these colonies generally developed local characteristics, often under the influence of settlers or neighbors speaking different Greek dialects.
After the conquests of Alexander the Great in the late 4th century BC, a new international dialect known as Koine or Common Greek developed, largely based on Attic Greek, but with influence from other dialects. This dialect slowly replaced most of the older dialects, although the Doric dialect has survived in the Tsakonian language, which is spoken in the region of modern Sparta. Doric has also passed down its aorist terminations into most verbs of Demotic Greek. By about the 6th century AD, the Koine had slowly metamorphosed into Medieval Greek.
=== Related languages ===
Phrygian is an extinct Indo-European language of West and Central Anatolia, which is considered by some linguists to have been closely related to Greek. Among Indo-European branches with living descendants, Greek is often argued to have the closest genetic ties with Armenian (see also Graeco-Armenian) and Indo-Iranian languages (see Graeco-Aryan).
== Phonology ==
=== Differences from Proto-Indo-European ===
Ancient Greek differs from Proto-Indo-European (PIE) and other Indo-European languages in certain ways. In phonotactics, ancient Greek words could end only in a vowel or /n s r/; final stops were lost, as in γάλα "milk", compared with γάλακτος "of milk" (genitive). Ancient Greek of the classical period also differed in both the inventory and distribution of original PIE phonemes due to numerous sound changes, notably the following:
PIE *s became /h/ at the beginning of a word (debuccalization): Latin sex, English six, ancient Greek ἕξ /héks/.
PIE *s was elided between vowels after an intermediate step of debuccalization: Sanskrit janasas, Latin generis (where s > r by rhotacism), Greek *genesos > *genehos > ancient Greek γένεος (/ɡéneos/), Attic γένους (/ɡénoːs/) "of a kind".
PIE *y /j/ became /h/ (debuccalization) or /(d)z/ (fortition): Sanskrit yas, ancient Greek ὅς /hós/ "who" (relative pronoun); Latin iugum, English yoke, ancient Greek ζυγός /zyɡós/.
PIE *w, which occurred in Mycenaean and some non-Attic dialects, was lost: early Doric ϝέργον /wérɡon/, English work, Attic Greek ἔργον /érɡon/.
PIE and Mycenaean labiovelars changed to plain stops (labials, dentals, and velars) in the later Greek dialects: for instance, PIE *kʷ became /p/ or /t/ in Attic: Attic Greek ποῦ /pôː/ "where?", Latin quō; Attic Greek τίς /tís/, Latin quis "who?".
PIE "voiced aspirated" stops *bʰ dʰ ǵʰ gʰ gʷʰ were devoiced and became the aspirated stops φ θ χ /pʰ tʰ kʰ/ in ancient Greek.
=== Phonemic inventory ===
The pronunciation of Ancient Greek was very different from that of Modern Greek. Ancient Greek had long and short vowels; many diphthongs; double and single consonants; voiced, voiceless, and aspirated stops; and a pitch accent. In Modern Greek, all vowels and consonants are short. Many vowels and diphthongs once pronounced distinctly are pronounced as /i/ (iotacism). Some of the stops and glides in diphthongs have become fricatives, and the pitch accent has changed to a stress accent. Many of the changes took place in the Koine Greek period. The writing system of Modern Greek, however, does not reflect all pronunciation changes.
The examples below represent Attic Greek in the 5th century BC. Ancient pronunciation cannot be reconstructed with certainty, but Greek from the period is well documented, and there is little disagreement among linguists as to the general nature of the sounds that the letters represent.
==== Consonants ====
[ŋ] occurred as an allophone of /n/ that was used before velars and as an allophone of /ɡ/ before nasals. /r/ was probably voiceless when word-initial and geminated (written ῥ and ῥῥ). /s/ was assimilated to [z] before voiced consonants.
==== Vowels ====
/oː/ raised to [uː], probably by the 4th century BC.
== Morphology ==
Greek, like all of the older Indo-European languages, is highly inflected. It is highly archaic in its preservation of Proto-Indo-European forms. In ancient Greek, nouns (including proper nouns) have five cases (nominative, genitive, dative, accusative, and vocative), three genders (masculine, feminine, and neuter), and three numbers (singular, dual, and plural). Verbs have four moods (indicative, imperative, subjunctive, and optative) and three voices (active, middle, and passive), as well as three persons (first, second, and third) and various other forms.
Verbs are conjugated through seven combinations of tenses and aspect (generally simply called "tenses"): the present, future, and imperfect are imperfective in aspect; the aorist, present perfect, pluperfect and future perfect are perfective in aspect. Most tenses display all four moods and three voices, although there is no future subjunctive or imperative. Also, there is no imperfect subjunctive, optative or imperative. The infinitives and participles correspond to the finite combinations of tense, aspect, and voice.
=== Augment ===
The indicative of past tenses adds (conceptually, at least) a prefix /e-/, called the augment. This was probably originally a separate word, meaning something like "then", added because tenses in PIE had primarily aspectual meaning. The augment is added to the indicative of the aorist, imperfect, and pluperfect, but not to any of the other forms of the aorist (no other forms of the imperfect and pluperfect exist).
The two kinds of augment in Greek are syllabic and quantitative. The syllabic augment is added to stems beginning with consonants, and simply prefixes e (stems beginning with r, however, add er). The quantitative augment is added to stems beginning with vowels, and involves lengthening the vowel:
a, ā, e, ē → ē
i, ī → ī
o, ō → ō
u, ū → ū
ai → ēi
ei → ēi or ei
oi → ōi
au → ēu or au
eu → ēu or eu
ou → ouSome verbs augment irregularly; the most common variation is e → ei. The irregularity can be explained diachronically by the loss of s between vowels, or that of the letter w, which affected the augment when it was word-initial.
In verbs with a preposition as a prefix, the augment is placed not at the start of the word, but between the preposition and the original verb. For example, προσ(-)βάλλω (I attack) goes to προσέβαλoν in the aorist. However compound verbs consisting of a prefix that is not a preposition retain the augment at the start of the word: αὐτο(-)μολῶ goes to ηὐτομόλησα in the aorist.
Following Homer's practice, the augment is sometimes not made in poetry, especially epic poetry.
The augment sometimes substitutes for reduplication; see below.
=== Reduplication ===
Almost all forms of the perfect, pluperfect, and future perfect reduplicate the initial syllable of the verb stem. (A few irregular forms of perfect do not reduplicate, whereas a handful of irregular aorists reduplicate.) The three types of reduplication are:
Syllabic reduplication: Most verbs beginning with a single consonant, or a cluster of a stop with a sonorant, add a syllable consisting of the initial consonant followed by e. An aspirated consonant, however, reduplicates in its unaspirated equivalent (see Grassmann's law).
Augment: Verbs beginning with a vowel, as well as those beginning with a cluster other than those indicated previously (and occasionally for a few other verbs) reduplicate in the same fashion as the augment. This remains in all forms of the perfect, not just the indicative.
Attic reduplication: Some verbs beginning with an a, e or o, followed by a sonorant (or occasionally d or g), reduplicate by adding a syllable consisting of the initial vowel and following consonant, and lengthening the following vowel. Hence er → erēr, an → anēn, ol → olōl, ed → edēd. This is not actually specific to Attic Greek, despite its name, but it was generalized in Attic. This originally involved reduplicating a cluster consisting of a laryngeal and sonorant, hence h₃l → h₃leh₃l → olōl with normal Greek development of laryngeals. (Forms with a stop were analogous.)Irregular duplication can be understood diachronically. For example, lambanō (root lab) has the perfect stem eilēpha (not *lelēpha) because it was originally slambanō, with perfect seslēpha, becoming eilēpha through compensatory lengthening.
Reduplication is also visible in the present tense stems of certain verbs. These stems add a syllable consisting of the root's initial consonant followed by i. A nasal stop appears after the reduplication in some verbs.
== Writing system ==
The earliest extant examples of ancient Greek writing (c. 1450 BC) are in the syllabic script Linear B. Beginning in the 8th century BC, however, the Greek alphabet became standard, albeit with some variation among dialects. Early texts are written in boustrophedon style, but left-to-right became standard during the classic period. Modern editions of ancient Greek texts are usually written with accents and breathing marks, interword spacing, modern punctuation, and sometimes mixed case, but these were all introduced later.
== Sample texts ==
The beginning of Homer's Iliad exemplifies the Archaic period of ancient Greek (see Homeric Greek for more details):
The beginning of Apology by Plato exemplifies Attic Greek from the Classical period of ancient Greek:
Ὅτι μὲν ὑμεῖς, ὦ ἄνδρες Ἀθηναῖοι, πεπόνθατε ὑπὸ τῶν ἐμῶν κατηγόρων, οὐκ οἶδα· ἐγὼ δ' οὖν καὶ αὐτὸς ὑπ' αὐτῶν ὀλίγου ἐμαυτοῦ ἐπελαθόμην, οὕτω πιθανῶς ἔλεγον. Καίτοι ἀληθές γε ὡς ἔπος εἰπεῖν οὐδὲν εἰρήκασιν.Using the IPA:
[hóti men hyːmêːs | ɔ̂ː ándres atʰɛːnaî̯i̯oi | pepóntʰate | hypo tɔ̂ːn emɔ̂ːŋ katɛːɡórɔːn | oːk oî̯da ‖ éɡɔː dûːŋ kai̯ au̯tos | hyp au̯tɔ̂ːn olíɡoː emau̯tûː | epelatʰómɛːn | hǔːtɔː pitʰanɔ̂ːs éleɡon ‖ kaí̯toi̯ alɛːtʰéz ɡe | hɔːs épos eːpêːn | oːden eːrɛ̌ːkaːsin ‖]Transliterated into the Latin alphabet using a modern version of the Erasmian scheme:
Hóti mèn hūmeîs, ô ándres Athēnaîoi, pepónthate hupò tôn emôn katēgórōn, ouk oîda: egṑ d' oûn kaì autòs hup' autōn olígou emautoû epelathómēn, hoútō pithanôs élegon. Kaítoi alēthés ge hōs épos eipeîn oudèn eirḗkāsin.Translated into English:
How you, men of Athens, are feeling under the power of my accusers, I do not know: actually, even I myself almost forgot who I was because of them, they spoke so persuasively. And yet, loosely speaking, nothing they have said is true.
== Modern use ==
=== In education ===
The study of Ancient Greek in European countries in addition to Latin occupied an important place in the syllabus from the Renaissance until the beginning of the 20th century. This was true as well in the United States, where many of the nation's Founders received a classically based education.
Latin was emphasized in American colleges, but Greek also was required in the Colonial and Early National eras, and the study of ancient Greece became increasingly popular in the mid-to-late Nineteenth Century, the age of American philhellenism. In particular, female intellectuals of the era designated the mastering of ancient Greek as essential in becoming a "woman of letters."Ancient Greek is still taught as a compulsory or optional subject especially at traditional or elite schools throughout Europe, such as public schools and grammar schools in the United Kingdom. It is compulsory in the liceo classico in Italy, in the gymnasium in the Netherlands, in some classes in Austria, in klasična gimnazija (grammar school – orientation: classical languages) in Croatia, in classical studies in ASO in Belgium and it is optional in the humanities-oriented gymnasium in Germany, usually as a third language after Latin and English, from the age of 14 to 18. In 2006/07, 15,000 pupils studied ancient Greek in Germany according to the Federal Statistical Office of Germany, and 280,000 pupils studied it in Italy.It is a compulsory subject alongside Latin in the humanities branch of the Spanish bachillerato. Ancient Greek is taught at most major universities worldwide, often combined with Latin as part of the study of classics. In 2010 it was offered in three primary schools in the UK, to boost children's language skills, and was one of seven foreign languages which primary schools could teach 2014 as part of a major drive to boost education standards.Ancient Greek is taught as a compulsory subject in all gymnasiums and lyceums in Greece. Starting in 2001, an annual international competition "Exploring the Ancient Greek Language and Culture" (Greek: Διαγωνισμός στην Αρχαία Ελληνική Γλώσσα και Γραμματεία) was run for upper secondary students through the Greek Ministry of National Education and Religious Affairs, with Greek language and cultural organisations as co-organisers. It appears to have ceased in 2010, having failed to gain the recognition and acceptance of teachers.
=== Modern real-world usage ===
Modern authors rarely write in ancient Greek, though Jan Křesadlo wrote some poetry and prose in the language, and Harry Potter and the Philosopher's Stone, some volumes of Asterix, and The Adventures of Alix have been translated into ancient Greek. Ὀνόματα Kεχιασμένα (Onomata Kechiasmena) is the first magazine of crosswords and puzzles in ancient Greek. Its first issue appeared in April 2015 as an annex to Hebdomada Aenigmatum. Alfred Rahlfs included a preface, a short history of the Septuagint text, and other front matter translated into ancient Greek in his 1935 edition of the Septuagint; Robert Hanhart also included the introductory remarks to the 2006 revised Rahlfs–Hanhart edition in the language as well. Akropolis World News reports weekly a summary of the most important news in ancient Greek.Ancient Greek is also used by organizations and individuals, mainly Greek, who wish to denote their respect, admiration or preference for the use of this language. This use is sometimes considered graphical, nationalistic or humorous. In any case, the fact that modern Greeks can still wholly or partly understand texts written in non-archaic forms of ancient Greek shows the affinity of the modern Greek language to its ancestral predecessor.Ancient Greek is often used in the coinage of modern technical terms in the European languages: see English words of Greek origin. Latinized forms of ancient Greek roots are used in many of the scientific names of species and in scientific terminology.
== See also ==
Ancient Greek dialects – Varieties of Ancient Greek in classical antiquity
Ancient Greek grammar – Grammar of the Ancient Greek language
Ancient Greek accent
Greek alphabet – Script used to write the Greek language
Greek diacritics – Marks added to letters in Greek
Greek language – Indo-European language
Hellenic languages – Branch of Indo-European language family
Katharevousa – Former prestige form of the Modern Greek language
Koine Greek – Dialect of Greek in the ancient world
List of Greek and Latin roots in English
List of Greek phrases (mostly ancient Greek)
Medieval Greek – Medieval stage of the Greek language
Modern Greek – Dialects and varieties of the Greek language spoken in the modern era
Mycenaean Greek – Earliest attested form of the Greek language, from the 16th to the 12th century BC
Proto-Greek language – Last common ancestor of all varieties of Greek
Varieties of Modern Greek – Dialects and differences between the written standard and spoken speech
== Notes ==
== References ==
== Further reading ==
Adams, Matthew. "The Introduction of Greek into English Schools." Greece and Rome 61.1: 102–13, 2014. JSTOR 43297490.
Allan, Rutger J. "Changing the Topic: Topic Position in Ancient Greek Word Order." Mnemosyne: Bibliotheca Classica Batava 67.2: 181–213, 2014.
Athenaze: An Introduction to Ancient Greek (Oxford University Press). [A series of textbooks on Ancient Greek published for school use.]
Bakker, Egbert J., ed. A Companion to the Ancient Greek Language. Oxford: Wiley-Blackwell, 2010.
Beekes, Robert S. P. Etymological Dictionary of Greek. Leiden, The Netherlands: Brill, 2010.
Chantraine, Pierre. Dictionnaire étymologique de la langue grecque, new and updated edn., edited by Jean Taillardat, Olivier Masson, & Jean-Louis Perpillou. 3 vols. Paris: Klincksieck, 2009 (1st edn. 1968–1980).
Christidis, Anastasios-Phoibos, ed. A History of Ancient Greek: from the Beginnings to Late Antiquity. Cambridge: Cambridge University Press, 2007.
Easterling, P and Handley, C. Greek Scripts: An Illustrated Introduction. London: Society for the Promotion of Hellenic Studies, 2001. ISBN 0-902984-17-9
Fortson, Benjamin W. Indo-European Language and Culture: An Introduction. 2d ed. Oxford: Wiley-Blackwell, 2010.
Hansen, Hardy and Quinn, Gerald M. (1992) Greek: An Intensive Course, Fordham University Press
Horrocks, Geoffrey. Greek: A History of the Language and its Speakers. 2d ed. Oxford: Wiley-Blackwell, 2010.
Janko, Richard. "The Origins and Evolution of the Epic Diction." In The Iliad: A Commentary. Vol. 4, Books 13–16. Edited by Richard Janko, 8–19. Cambridge, UK: Cambridge Univ. Press, 1992.
Jeffery, Lilian Hamilton. The Local Scripts of Archaic Greece: Revised Edition with a Supplement by A. W. Johnston. Oxford: Oxford Univ. Press, 1990.
Morpurgo Davies, Anna, and Yves Duhoux, eds. A Companion to Linear B: Mycenaean Greek Texts and their World. Vol. 1. Louvain, Belgium: Peeters, 2008.
Swiggers, Pierre and Alfons Wouters. "Description of the Constituent Elements of the (Greek) Language." In Brill's Companion to Ancient Greek Scholarship. Edited by Franco Montanari and Stephanos Matthaios, 757–797. Leiden : Brill, 2015.
== External links ==
Classical Greek Online by Winfred P. Lehmann and Jonathan Slocum, free online lessons at the Linguistics Research Center at the University of Texas at Austin
Online Greek resources – Dictionaries, grammar, virtual libraries, fonts, etc.
Alpheios – Combines LSJ, Autenrieth, Smyth's grammar and inflection tables in a browser add-on for use on any web site
Ancient Greek basic lexicon at the Global Lexicostatistical Database
Ancient Greek Swadesh list of basic vocabulary words (from Wiktionary's Swadesh list appendix)
"Greek Language" . Encyclopædia Britannica (11th ed.). 1911.
Slavonic – online editor for Ancient Greek
glottothèque – Ancient Indo-European Grammars online, an online collection of videos on various Ancient Indo-European languages, including Ancient Greek
=== Grammar learning ===
A more extensive grammar of the Ancient Greek language written by J. Rietveld Archived 7 January 2021 at the Wayback Machine
Recitation of classics books
Perseus Greek dictionaries
Greek-Language.com – Information on the history of the Greek language, application of modern Linguistics to the study of Greek, and tools for learning Greek
Free Lessons in Ancient Greek, Bilingual Libraries, Forum
A critical survey of websites devoted to Ancient Greek
Ancient Greek Tutorials – Berkeley Language Center of the University of California
A Digital Tutorial For Ancient Greek Based on White's First Greek Book
New Testament Greek
Acropolis World News – A summary of the latest world news in Ancient Greek, Juan Coderch, University of St Andrews
=== Classical texts ===
Perseus – Greek and Roman Materials
Ancient Greek Texts
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