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A ballot initiative in Colorado, known as Amendment 36, would have changed the way in which the state apportions its electoral votes. Rather than assigning all 9 of the state's electors to the candidate with a plurality of popular votes, under the amendment Colorado would have assigned presidential electors proportionally to the statewide vote count, which would be a unique system (Nebraska and Maine assign electoral votes based on vote totals within each congressional district). Detractors claimed that this splitting would diminish Colorado's influence in the Electoral College, and the amendment ultimately failed, receiving only 34% of the vote.
The contemporary Liberal Party generally advocates economic liberalism (see New Right). Historically, the party has supported a higher degree of economic protectionism and interventionism than it has in recent decades. However, from its foundation the party has identified itself as anti-socialist. Strong opposition to socialism and communism in Australia and abroad was one of its founding principles. The party's founder and longest-serving leader Robert Menzies envisaged that Australia's middle class would form its main constituency.
Throughout their history, the Liberals have been in electoral terms largely the party of the middle class (whom Menzies, in the era of the party's formation called "The forgotten people"), though such class-based voting patterns are no longer as clear as they once were. In the 1970s a left-wing middle class emerged that no longer voted Liberal.[citation needed] One effect of this was the success of a breakaway party, the Australian Democrats, founded in 1977 by former Liberal minister Don Chipp and members of minor liberal parties; other members of the left-leaning section of the middle-class became Labor supporters.[citation needed] On the other hand, the Liberals have done increasingly well in recent years among socially conservative working-class voters.[citation needed]However the Liberal Party's key support base remains the upper-middle classes; 16 of the 20 richest federal electorates are held by the Liberals, most of which are safe seats. In country areas they either compete with or have a truce with the Nationals, depending on various factors.
Domestically, Menzies presided over a fairly regulated economy in which utilities were publicly owned, and commercial activity was highly regulated through centralised wage-fixing and high tariff protection. Liberal leaders from Menzies to Malcolm Fraser generally maintained Australia's high tariff levels. At that time the Liberals' coalition partner, the Country Party, the older of the two in the coalition (now known as the "National Party"), had considerable influence over the government's economic policies. It was not until the late 1970s and through their period out of power federally in the 1980s that the party came to be influenced by what was known as the "New Right" – a conservative liberal group who advocated market deregulation, privatisation of public utilities, reductions in the size of government programs and tax cuts.
The Liberals' immediate predecessor was the United Australia Party (UAP). More broadly, the Liberal Party's ideological ancestry stretched back to the anti-Labor groupings in the first Commonwealth parliaments. The Commonwealth Liberal Party was a fusion of the Free Trade Party and the Protectionist Party in 1909 by the second prime minister, Alfred Deakin, in response to Labor's growing electoral prominence. The Commonwealth Liberal Party merged with several Labor dissidents (including Billy Hughes) to form the Nationalist Party of Australia in 1917. That party, in turn, merged with Labor dissidents to form the UAP in 1931.
The UAP had been formed as a new conservative alliance in 1931, with Labor defector Joseph Lyons as its leader. The stance of Lyons and other Labor rebels against the more radical proposals of the Labor movement to deal the Great Depression had attracted the support of prominent Australian conservatives. With Australia still suffering the effects of the Great Depression, the newly formed party won a landslide victory at the 1931 Election, and the Lyons Government went on to win three consecutive elections. It largely avoided Keynesian pump-priming and pursued a more conservative fiscal policy of debt reduction and balanced budgets as a means of stewarding Australia out of the Depression. Lyons' death in 1939 saw Robert Menzies assume the Prime Ministership on the eve of war. Menzies served as Prime Minister from 1939 to 1941 but resigned as leader of the minority World War II government amidst an unworkable parliamentary majority. The UAP, led by Billy Hughes, disintegrated after suffering a heavy defeat in the 1943 election.
Menzies called a conference of conservative parties and other groups opposed to the ruling Australian Labor Party, which met in Canberra on 13 October 1944 and again in Albury, New South Wales in December 1944. From 1942 onward Menzies had maintained his public profile with his series of "The Forgotten People" radio talks–similar to Franklin D. Roosevelt's "fireside chats" of the 1930s–in which he spoke of the middle class as the "backbone of Australia" but as nevertheless having been "taken for granted" by political parties.
The formation of the party was formally announced at Sydney Town Hall on 31 August 1945. It took the name "Liberal" in honour of the old Commonwealth Liberal Party. The new party was dominated by the remains of the old UAP; with few exceptions, the UAP party room became the Liberal party room. The Australian Women's National League, a powerful conservative women's organisation, also merged with the new party. A conservative youth group Menzies had set up, the Young Nationalists, was also merged into the new party. It became the nucleus of the Liberal Party's youth division, the Young Liberals. By September 1945 there were more than 90,000 members, many of whom had not previously been members of any political party.
After an initial loss to Labor at the 1946 election, Menzies led the Liberals to victory at the 1949 election, and the party stayed in office for a record 23 years—still the longest unbroken run in government at the federal level. Australia experienced prolonged economic growth during the post-war boom period of the Menzies Government (1949–1966) and Menzies fulfilled his promises at the 1949 election to end rationing of butter, tea and petrol and provided a five-shilling endowment for first-born children, as well as for others. While himself an unashamed anglophile, Menzies' government concluded a number of major defence and trade treaties that set Australia on its post-war trajectory out of Britain's orbit; opened Australia to multi-ethnic immigration; and instigated important legal reforms regarding Aboriginal Australians.
Menzies came to power the year the Communist Party of Australia had led a coal strike to improve pit miners' working conditions. That same year Joseph Stalin's Soviet Union exploded its first atomic bomb, and Mao Zedong led the Communist Party of China to power in China; a year later came the invasion of South Korea by Communist North Korea. Anti-communism was a key political issue of the 1950s and 1960s. Menzies was firmly anti-Communist; he committed troops to the Korean War and attempted to ban the Communist Party of Australia in an unsuccessful referendum during the course of that war. The Labor Party split over concerns about the influence of the Communist Party over the Trade Union movement, leading to the foundation of the breakaway Democratic Labor Party whose preferences supported the Liberal and Country parties.
In 1951, during the early stages of the Cold War, Menzies spoke of the possibility of a looming third world war. The Menzies Government entered Australia's first formal military alliance outside of the British Commonwealth with the signing of the ANZUS Treaty between Australia, New Zealand and the United States in San Francisco in 1951. External Affairs Minister Percy Spender had put forward the proposal to work along similar lines to the NATO Alliance. The Treaty declared that any attack on one of the three parties in the Pacific area would be viewed as a threat to each, and that the common danger would be met in accordance with each nation's constitutional processes. In 1954 the Menzies Government signed the South East Asia Collective Defence Treaty (SEATO) as a South East Asian counterpart to NATO. That same year, Soviet diplomat Vladimir Petrov and his wife defected from the Soviet embassy in Canberra, revealing evidence of Russian spying activities; Menzies called a Royal Commission to investigate.
Menzies continued the expanded immigration program established under Chifley, and took important steps towards dismantling the White Australia Policy. In the early 1950s, external affairs minister Percy Spender helped to establish the Colombo Plan for providing economic aid to underdeveloped nations in Australia's region. Under that scheme many future Asian leaders studied in Australia. In 1958 the government replaced the Immigration Act's arbitrarily applied European language dictation test with an entry permit system, that reflected economic and skills criteria. In 1962, Menzies' Commonwealth Electoral Act provided that all Indigenous Australians should have the right to enrol and vote at federal elections (prior to this, indigenous people in Queensland, Western Australia and some in the Northern Territory had been excluded from voting unless they were ex-servicemen). In 1949 the Liberals appointed Dame Enid Lyons as the first woman to serve in an Australian Cabinet. Menzies remained a staunch supporter of links to the monarchy and British Commonwealth but formalised an alliance with the United States and concluded the Agreement on Commerce between Australia and Japan which was signed in July 1957 and launched post-war trade with Japan, beginning a growth of Australian exports of coal, iron ore and mineral resources that would steadily climb until Japan became Australia's largest trading partner.
Holt increased Australian commitment to the growing War in Vietnam, which met with some public opposition. His government oversaw conversion to decimal currency. Holt faced Britain's withdrawal from Asia by visiting and hosting many Asian leaders and by expanding ties to the United States, hosting the first visit to Australia by an American president, his friend Lyndon B. Johnson. Holt's government introduced the Migration Act 1966, which effectively dismantled the White Australia Policy and increased access to non-European migrants, including refugees fleeing the Vietnam War. Holt also called the 1967 Referendum which removed the discriminatory clause in the Australian Constitution which excluded Aboriginal Australians from being counted in the census – the referendum was one of the few to be overwhelmingly endorsed by the Australian electorate (over 90% voted 'yes'). By the end of 1967, the Liberals' initially popular support for the war in Vietnam was causing increasing public protest.
The Gorton Government increased funding for the arts, setting up the Australian Council for the Arts, the Australian Film Development Corporation and the National Film and Television Training School. The Gorton Government passed legislation establishing equal pay for men and women and increased pensions, allowances and education scholarships, as well as providing free health care to 250,000 of the nation's poor (but not universal health care). Gorton's government kept Australia in the Vietnam War but stopped replacing troops at the end of 1970.
Gorton maintained good relations with the United States and Britain, but pursued closer ties with Asia. The Gorton government experienced a decline in voter support at the 1969 election. State Liberal leaders saw his policies as too Centralist, while other Liberals didn't like his personal behaviour. In 1971, Defence Minister Malcolm Fraser, resigned and said Gorton was "not fit to hold the great office of Prime Minister". In a vote on the leadership the Liberal Party split 50/50, and although this was insufficient to remove him as the leader, Gorton decided this was also insufficient support for him, and he resigned.
During McMahon's period in office, Neville Bonner joined the Senate and became the first Indigenous Australian in the Australian Parliament. Bonner was chosen by the Liberal Party to fill a Senate vacancy in 1971 and celebrated his maiden parliamentary speech with a boomerang throwing display on the lawns of Parliament. Bonner went on to win election at the 1972 election and served as a Liberal Senator for 12 years. He worked on Indigenous and social welfare issues and proved an independent minded Senator, often crossing the floor on Parliamentary votes.
Following the 1974–75 Loans Affair, the Malcolm Fraser led Liberal-Country Party Coalition argued that the Whitlam Government was incompetent and delayed passage of the Government's money bills in the Senate, until the government would promise a new election. Whitlam refused, Fraser insisted leading to the divisive 1975 Australian constitutional crisis. The deadlock came to an end when the Whitlam government was dismissed by the Governor-General, Sir John Kerr on 11 November 1975 and Fraser was installed as caretaker Prime Minister, pending an election. Fraser won in a landslide at the resulting 1975 election.
Fraser maintained some of the social reforms of the Whitlam era, while seeking increased fiscal restraint. His government included the first Aboriginal federal parliamentarian, Neville Bonner, and in 1976, Parliament passed the Aboriginal Land Rights Act 1976, which, while limited to the Northern Territory, affirmed "inalienable" freehold title to some traditional lands. Fraser established the multicultural broadcaster SBS, accepted Vietnamese refugees, opposed minority white rule in Apartheid South Africa and Rhodesia and opposed Soviet expansionism. A significant program of economic reform however was not pursued. By 1983, the Australian economy was suffering with the early 1980s recession and amidst the effects of a severe drought. Fraser had promoted "states' rights" and his government refused to use Commonwealth powers to stop the construction of the Franklin Dam in Tasmania in 1982. Liberal minister, Don Chipp split off from the party to form a new social liberal party, the Australian Democrats in 1977. Fraser won further substantial majorities at the 1977 and 1980 elections, before losing to the Bob Hawke led Australian Labor Party in the 1983 election.
Howard differed from his Labor predecessor Paul Keating in that he supported traditional Australian institutions like the Monarchy in Australia, the commemoration of ANZAC Day and the design of the Australian flag, but like Keating he pursued privatisation of public utilities and the introduction of a broad based consumption tax (although Keating had dropped support for a GST by the time of his 1993 election victory). Howard's premiership coincided with Al Qaeda's 11 September attacks on the United States. The Howard Government invoked the ANZUS treaty in response to the attacks and supported America's campaigns in Afghanistan and Iraq.
Through 2010, the party improved its vote in the Tasmanian and South Australian state elections and achieved state government in Victoria. In March 2011, the New South Wales Liberal-National Coalition led by Barry O'Farrell won government with the largest election victory in post-war Australian history at the State Election. In Queensland, the Liberal and National parties merged in 2008 to form the new Liberal National Party of Queensland (registered as the Queensland Division of the Liberal Party of Australia). In March 2012, the new party achieved Government in an historic landslide, led by former Brisbane Lord Mayor, Campbell Newman.
Following the 2007 Federal Election, Dr Brendan Nelson was elected leader by the Parliamentary Liberal Party. On 16 September 2008, in a second contest following a spill motion, Nelson lost the leadership to Malcolm Turnbull. On 1 December 2009, a subsequent leadership election saw Turnbull lose the leadership to Tony Abbott by 42 votes to 41 on the second ballot. Abbott led the party to the 2010 federal election, which saw an increase in the Liberal Party vote and resulted in the first hung parliament since the 1940 election.
The party's leader is Malcolm Turnbull and its deputy leader is Julie Bishop. The pair were elected to their positions at the September 2015 Liberal leadership ballot, Bishop as the incumbent deputy leader and Turnbull as a replacement for Tony Abbott, whom he consequently succeeded as Prime Minister of Australia. Now the Turnbull Government, the party had been elected at the 2013 federal election as the Abbott Government which took office on 18 September 2013. At state and territory level, the Liberal Party is in office in three states: Colin Barnett has been Premier of Western Australia since 2008, Will Hodgman Premier of Tasmania since 2014 and Mike Baird Premier of New South Wales since 2014. Adam Giles is also the Chief Minister of the Northern Territory, having led a Country Liberal minority government since 2015. The party is in opposition in Victoria, Queensland, South Australia and the Australian Capital Territory.
Socially, while liberty and freedom of enterprise form the basis of its beliefs, elements of the party have wavered between what is termed "small-l liberalism" and social conservatism. Historically, Liberal Governments have been responsible for the carriage of a number of notable "socially liberal" reforms, including the opening of Australia to multiethnic immigration under Menzies and Harold Holt; Holt's 1967 Referendum on Aboriginal Rights; Sir John Gorton's support for cinema and the arts; selection of the first Aboriginal Senator, Neville Bonner, in 1971; and Malcolm Fraser's Aboriginal Land Rights Act 1976. A West Australian Liberal, Ken Wyatt, became the first Indigenous Australian elected to the House of Representatives in 2010.
The Liberal Party's organisation is dominated by the six state divisions, reflecting the party's original commitment to a federalised system of government (a commitment which was strongly maintained by all Liberal governments until 1983, but was to a large extent abandoned by the Howard Government, which showed strong centralising tendencies). Menzies deliberately created a weak national party machine and strong state divisions. Party policy is made almost entirely by the parliamentary parties, not by the party's rank-and-file members, although Liberal party members do have a degree of influence over party policy.
Menzies ran strongly against Labor's plans to nationalise the Australian banking system and, following victory in the 1949 election, secured a double dissolution election for April 1951, after the Labor-controlled Senate refused to pass his banking legislation. The Liberal-Country Coalition was returned with control of the Senate. The Government was returned again in the 1954 election; the formation of the anti-Communist Democratic Labor Party (DLP) and the consequent split in the Australian Labor Party early in 1955 helped the Liberals to another victory in December 1955. John McEwen replaced Arthur Fadden as leader of the Country Party in March 1958 and the Menzies-McEwen Coalition was returned again at elections in November 1958 – their third victory against Labor's H. V. Evatt. The Coalition was narrowly returned against Labor's Arthur Calwell in the December 1961 election, in the midst of a credit squeeze. Menzies stood for office for the last time in the November 1963 election, again defeating Calwell, with the Coalition winning back its losses in the House of Representatives. Menzies went on to resign from parliament on 26 January 1966.
A period of division for the Liberals followed, with former Treasurer John Howard competing with former Foreign Minister Andrew Peacock for supremacy. The Australian economy was facing the early 1990s recession. Unemployment reached 11.4% in 1992. Under Dr John Hewson, in November 1991, the opposition launched the 650-page Fightback! policy document − a radical collection of "dry", economic liberal measures including the introduction of a Goods and Services Tax (GST), various changes to Medicare including the abolition of bulk billing for non-concession holders, the introduction of a nine-month limit on unemployment benefits, various changes to industrial relations including the abolition of awards, a $13 billion personal income tax cut directed at middle and upper income earners, $10 billion in government spending cuts, the abolition of state payroll taxes and the privatisation of a large number of government owned enterprises − representing the start of a very different future direction to the keynesian economic conservatism practiced by previous Liberal/National Coalition governments. The 15 percent GST was the centerpiece of the policy document. Through 1992, Labor Prime Minister Paul Keating mounted a campaign against the Fightback package, and particularly against the GST, which he described as an attack on the working class in that it shifted the tax burden from direct taxation of the wealthy to indirect taxation as a broad-based consumption tax. Pressure group activity and public opinion was relentless, which led Hewson to exempt food from the proposed GST − leading to questions surrounding the complexity of what food was and wasn't to be exempt from the GST. Hewson's difficulty in explaining this to the electorate was exemplified in the infamous birthday cake interview, considered by some as a turning point in the election campaign. Keating won a record fifth consecutive Labor term at the 1993 election. A number of the proposals were later adopted in to law in some form, to a small extent during the Keating Labor government, and to a larger extent during the Howard Liberal government (most famously the GST), while unemployment benefits and bulk billing were re-targeted for a time by the Abbott Liberal government.
In South Australia, initially a Liberal and Country Party affiliated party, the Liberal and Country League (LCL), mostly led by Premier of South Australia Tom Playford, was in power from the 1933 election to the 1965 election, though with assistance from an electoral malapportionment, or gerrymander, known as the Playmander. The LCL's Steele Hall governed for one term from the 1968 election to the 1970 election and during this time began the process of dismantling the Playmander. David Tonkin, as leader of the South Australian Division of the Liberal Party of Australia, became Premier at the 1979 election for one term, losing office at the 1982 election. The Liberals returned to power at the 1993 election, led by Premiers Dean Brown, John Olsen and Rob Kerin through two terms, until their defeat at the 2002 election. They have since remained in opposition under a record five Opposition Leaders.
In Japanese, they are usually referred to as bushi (武士?, [bu.ɕi]) or buke (武家?). According to translator William Scott Wilson: "In Chinese, the character 侍 was originally a verb meaning "to wait upon" or "accompany persons" in the upper ranks of society, and this is also true of the original term in Japanese, saburau. In both countries the terms were nominalized to mean "those who serve in close attendance to the nobility", the pronunciation in Japanese changing to saburai. According to Wilson, an early reference to the word "samurai" appears in the Kokin Wakashū (905–914), the first imperial anthology of poems, completed in the first part of the 10th century.
By the end of the 12th century, samurai became almost entirely synonymous with bushi, and the word was closely associated with the middle and upper echelons of the warrior class. The samurai were usually associated with a clan and their lord, were trained as officers in military tactics and grand strategy, and they followed a set of rules that later came to be known as the bushidō. While the samurai numbered less than 10% of then Japan's population, their teachings can still be found today in both everyday life and in modern Japanese martial arts.
Following the Battle of Hakusukinoe against Tang China and Silla in 663 AD that led to a Japanese retreat from Korean affairs, Japan underwent widespread reform. One of the most important was that of the Taika Reform, issued by Prince Naka no Ōe (Emperor Tenji) in 646 AD. This edict allowed the Japanese aristocracy to adopt the Tang dynasty political structure, bureaucracy, culture, religion, and philosophy. As part of the Taihō Code, of 702 AD, and the later Yōrō Code, the population was required to report regularly for census, a precursor for national conscription. With an understanding of how the population was distributed, Emperor Mommu introduced a law whereby 1 in 3–4 adult males was drafted into the national military. These soldiers were required to supply their own weapons, and in return were exempted from duties and taxes. This was one of the first attempts by the Imperial government to form an organized army modeled after the Chinese system. It was called "Gundan-Sei" (軍団制) by later historians and is believed to have been short-lived.[citation needed]
In the early Heian period, the late 8th and early 9th centuries, Emperor Kammu sought to consolidate and expand his rule in northern Honshū, but the armies he sent to conquer the rebellious Emishi people lacked motivation and discipline, and failed in their task.[citation needed] Emperor Kammu introduced the title of sei'i-taishōgun (征夷大将軍) or Shogun, and began to rely on the powerful regional clans to conquer the Emishi. Skilled in mounted combat and archery (kyūdō), these clan warriors became the Emperor's preferred tool for putting down rebellions.[citation needed] Though this is the first known use of the "Shogun" title, it was a temporary title, and was not imbued with political power until the 13th century. At this time (the 7th to 9th century) the Imperial Court officials considered them merely a military section under the control of the Imperial Court.
After the Genpei war of the late 12th century, a clan leader Minamoto no Yoritomo obtained the right to appoint shugo and jito, and was allowed to organize soldiers and police, and to collect a certain amount of tax. Initially, their responsibility was restricted to arresting rebels and collecting needed army provisions, and they were forbidden from interfering with Kokushi Governors, but their responsibility gradually expanded and thus the samurai-class appeared as the political ruling power in Japan. Minamoto no Yoritomo opened the Kamakura Bakufu Shogunate in 1192.
Originally the Emperor and non-warrior nobility employed these warrior nobles. In time, they amassed enough manpower, resources and political backing in the form of alliances with one another, to establish the first samurai-dominated government. As the power of these regional clans grew, their chief was typically a distant relative of the Emperor and a lesser member of either the Fujiwara, Minamoto, or Taira clans. Though originally sent to provincial areas for a fixed four-year term as a magistrate, the toryo declined to return to the capital when their terms ended, and their sons inherited their positions and continued to lead the clans in putting down rebellions throughout Japan during the middle- and later-Heian period. Because of their rising military and economic power, the warriors ultimately became a new force in the politics of the court. Their involvement in the Hōgen in the late Heian period consolidated their power, and finally pitted the rival Minamoto and Taira clans against each other in the Heiji Rebellion of 1160.
The winner, Taira no Kiyomori, became an imperial advisor, and was the first warrior to attain such a position. He eventually seized control of the central government, establishing the first samurai-dominated government and relegating the Emperor to figurehead status. However, the Taira clan was still very conservative when compared to its eventual successor, the Minamoto, and instead of expanding or strengthening its military might, the clan had its women marry Emperors and exercise control through the Emperor.
The Taira and the Minamoto clashed again in 1180, beginning the Gempei War, which ended in 1185. Samurai fought at the naval battle of Dan-no-ura, at the Shimonoseki Strait which separates Honshu and Kyushu in 1185. The victorious Minamoto no Yoritomo established the superiority of the samurai over the aristocracy. In 1190 he visited Kyoto and in 1192 became Sei'i-taishōgun, establishing the Kamakura Shogunate, or Kamakura Bakufu. Instead of ruling from Kyoto, he set up the Shogunate in Kamakura, near his base of power. "Bakufu" means "tent government", taken from the encampments the soldiers would live in, in accordance with the Bakufu's status as a military government.
In 1274, the Mongol-founded Yuan dynasty in China sent a force of some 40,000 men and 900 ships to invade Japan in northern Kyūshū. Japan mustered a mere 10,000 samurai to meet this threat. The invading army was harassed by major thunderstorms throughout the invasion, which aided the defenders by inflicting heavy casualties. The Yuan army was eventually recalled and the invasion was called off. The Mongol invaders used small bombs, which was likely the first appearance of bombs and gunpowder in Japan.
The Japanese defenders recognized the possibility of a renewed invasion, and began construction of a great stone barrier around Hakata Bay in 1276. Completed in 1277, this wall stretched for 20 kilometers around the border of the bay. This would later serve as a strong defensive point against the Mongols. The Mongols attempted to settle matters in a diplomatic way from 1275 to 1279, but every envoy sent to Japan was executed. This set the stage for one of the most famous engagements in Japanese history.
In 1592, and again in 1597, Toyotomi Hideyoshi, aiming to invade China (唐入り) through Korea, mobilized an army of 160,000 peasants and samurai and deployed them to Korea. (See Hideyoshi's invasions of Korea, Chōsen-seibatsu (朝鮮征伐?). Taking advantage of arquebus mastery and extensive wartime experience from the Sengoku period, Japanese samurai armies made major gains in most of Korea. Kato Kiyomasa advanced to Orangkai territory (present-day Manchuria) bordering Korea to the northeast and crossed the border into Manchuria, but withdrew after retaliatory attacks from the Jurchens there, as it was clear he had outpaced the rest of the Japanese invasion force. A few of the more famous samurai generals of this war were Katō Kiyomasa, Konishi Yukinaga, and Shimazu Yoshihiro. Shimazu Yoshihiro led some 7,000 samurai and, despite being heavily outnumbered, defeated a host of allied Ming and Korean forces at the Battle of Sacheon in 1598, near the conclusion of the campaigns. Yoshihiro was feared as Oni-Shimazu ("Shimazu ogre") and his nickname spread across not only Korea but to Ming Dynasty China. In spite of the superiority of Japanese land forces, ultimately the two expeditions failed (though they did devastate the Korean landmass) from factors such as Korean naval superiority (which, led by Admiral Yi Sun-shin, harassed Japanese supply lines continuously throughout the wars, resulting in supply shortages on land), the commitment of sizeable Ming forces to Korea, Korean guerrilla actions, the underestimation of resistance by Japanese commanders (in the first campaign of 1592, Korean defenses on land were caught unprepared, under-trained, and under-armed; they were rapidly overrun, with only a limited number of successfully resistant engagements against the more-experienced and battle-hardened Japanese forces - in the second campaign of 1597, Korean and Ming forces proved to be a far more difficult challenge and, with the support of continued Korean naval superiority, limited Japanese gains to parts southeastern Korea), and wavering Japanese commitment to the campaigns as the wars dragged on. The final death blow to the Japanese campaigns in Korea came with Hideyoshi's death in late 1598 and the recall of all Japanese forces in Korea by the Council of Five Elders (established by Hideyoshi to oversee the transition from his regency to that of his son Hideyori).
It should be noted that many samurai forces that were active throughout this period were not deployed to Korea; most importantly, the daimyo Tokugawa Ieyasu carefully kept forces under his command out of the Korean campaigns, and other samurai commanders who were opposed to Hideyoshi's domination of Japan either mulled Hideyoshi's call to invade Korea or contributed a small token force. Most commanders who did opposed or otherwise resisted/resented Hideyoshi ended up as part of the so-called Eastern Army, while commanders loyal to Hideyoshi and his son (a notable exception to this trend was Katō Kiyomasa, who deployed with Tokugawa and the Eastern Army) were largely committed to the Western Army; the two opposing sides (so named for the relative geographical locations of their respective commanders' domains) would later clash, most notably at the Battle of Sekigahara, which was won by Tokugawa Ieyasu and the Eastern Forces, paving the way for the establishment of the Tokugawa Shogunate.
Oda Nobunaga made innovations in the fields of organization and war tactics, heavily used arquebuses, developed commerce and industry and treasured innovation. Consecutive victories enabled him to realize the termination of the Ashikaga Bakufu and the disarmament of the military powers of the Buddhist monks, which had inflamed futile struggles among the populace for centuries. Attacking from the "sanctuary" of Buddhist temples, they were constant headaches to any warlord and even the Emperor who tried to control their actions. He died in 1582 when one of his generals, Akechi Mitsuhide, turned upon him with his army.
During the Tokugawa shogunate, samurai increasingly became courtiers, bureaucrats, and administrators rather than warriors. With no warfare since the early 17th century, samurai gradually lost their military function during the Tokugawa era (also called the Edo period). By the end of the Tokugawa era, samurai were aristocratic bureaucrats for the daimyo, with their daisho, the paired long and short swords of the samurai (cf. katana and wakizashi) becoming more of a symbolic emblem of power rather than a weapon used in daily life. They still had the legal right to cut down any commoner who did not show proper respect kiri-sute gomen (斬り捨て御免?), but to what extent this right was used is unknown. When the central government forced daimyos to cut the size of their armies, unemployed rōnin became a social problem.
Theoretical obligations between a samurai and his lord (usually a daimyo) increased from the Genpei era to the Edo era. They were strongly emphasized by the teachings of Confucius and Mencius (ca 550 BC), which were required reading for the educated samurai class. Bushido was formalized by several influential leaders and families before the Edo Period. Bushido was an ideal, and it remained fairly uniform from the 13th century to the 19th century — the ideals of Bushido transcended social class, time and geographic location of the warrior class.
The relative peace of the Tokugawa era was shattered with the arrival of Commodore Matthew Perry's massive U.S. Navy steamships in 1853. Perry used his superior firepower to force Japan to open its borders to trade. Prior to that only a few harbor towns, under strict control from the Shogunate, were allowed to participate in Western trade, and even then, it was based largely on the idea of playing the Franciscans and Dominicans off against one another (in exchange for the crucial arquebus technology, which in turn was a major contributor to the downfall of the classical samurai).
From 1854, the samurai army and the navy were modernized. A Naval training school was established in Nagasaki in 1855. Naval students were sent to study in Western naval schools for several years, starting a tradition of foreign-educated future leaders, such as Admiral Enomoto. French naval engineers were hired to build naval arsenals, such as Yokosuka and Nagasaki. By the end of the Tokugawa shogunate in 1867, the Japanese navy of the shogun already possessed eight western-style steam warships around the flagship Kaiyō Maru, which were used against pro-imperial forces during the Boshin war, under the command of Admiral Enomoto. A French Military Mission to Japan (1867) was established to help modernize the armies of the Bakufu.
Emperor Meiji abolished the samurai's right to be the only armed force in favor of a more modern, western-style, conscripted army in 1873. Samurai became Shizoku (士族) who retained some of their salaries, but the right to wear a katana in public was eventually abolished along with the right to execute commoners who paid them disrespect. The samurai finally came to an end after hundreds of years of enjoyment of their status, their powers, and their ability to shape the government of Japan. However, the rule of the state by the military class was not yet over. In defining how a modern Japan should be, members of the Meiji government decided to follow the footsteps of the United Kingdom and Germany, basing the country on the concept of noblesse oblige. Samurai were not a political force under the new order. With the Meiji reforms in the late 19th century, the samurai class was abolished, and a western-style national army was established. The Imperial Japanese Armies were conscripted, but many samurai volunteered as soldiers, and many advanced to be trained as officers. Much of the Imperial Army officer class was of samurai origin, and were highly motivated, disciplined, and exceptionally trained.
Samurai were many of the early exchange students, not directly because they were samurai, but because many samurai were literate and well-educated scholars. Some of these exchange students started private schools for higher educations, while many samurai took pens instead of guns and became reporters and writers, setting up newspaper companies, and others entered governmental service. Some samurai became businessmen. For example, Iwasaki Yatarō, who was the great-grandson of a samurai, established Mitsubishi.
The philosophies of Buddhism and Zen, and to a lesser extent Confucianism and Shinto, influenced the samurai culture. Zen meditation became an important teaching due to it offering a process to calm one's mind. The Buddhist concept of reincarnation and rebirth led samurai to abandon torture and needless killing, while some samurai even gave up violence altogether and became Buddhist monks after realizing how fruitless their killings were. Some were killed as they came to terms with these realizations in the battlefield. The most defining role that Confucianism played in samurai philosophy was to stress the importance of the lord-retainer relationship—the loyalty that a samurai was required to show his lord.
In the 13th century, Hōjō Shigetoki (1198–1261 AD) wrote: "When one is serving officially or in the master's court, he should not think of a hundred or a thousand people, but should consider only the importance of the master." Carl Steenstrup noted that 13th and 14th century warrior writings (gunki) "portrayed the bushi in their natural element, war, eulogizing such virtues as reckless bravery, fierce family pride, and selfless, at times senseless devotion of master and man". Feudal lords such as Shiba Yoshimasa (1350–1410 AD) stated that a warrior looked forward to a glorious death in the service of a military leader or the Emperor: "It is a matter of regret to let the moment when one should die pass by....First, a man whose profession is the use of arms should think and then act upon not only his own fame, but also that of his descendants. He should not scandalize his name forever by holding his one and only life too dear....One's main purpose in throwing away his life is to do so either for the sake of the Emperor or in some great undertaking of a military general. It is that exactly that will be the great fame of one's descendants."
"First of all, a samurai who dislikes battle and has not put his heart in the right place even though he has been born in the house of the warrior, should not be reckoned among one's retainers....It is forbidden to forget the great debt of kindness one owes to his master and ancestors and thereby make light of the virtues of loyalty and filial piety....It is forbidden that one should...attach little importance to his duties to his master...There is a primary need to distinguish loyalty from disloyalty and to establish rewards and punishments."
Katō Kiyomasa was one of the most powerful and well-known lords of the Sengoku Era. He commanded most of Japan's major clans during the invasion of Korea (1592–1598). In a handbook he addressed to "all samurai, regardless of rank" he told his followers that a warrior's only duty in life was to "...grasp the long and the short swords and to die". He also ordered his followers to put forth great effort in studying the military classics, especially those related to loyalty and filial piety. He is best known for his quote: "If a man does not investigate into the matter of Bushido daily, it will be difficult for him to die a brave and manly death. Thus it is essential to engrave this business of the warrior into one's mind well."
Torii Mototada (1539–1600) was a feudal lord in the service of Tokugawa Ieyasu. On the eve of the battle of Sekigahara, he volunteered to remain behind in the doomed Fushimi Castle while his lord advanced to the east. Torii and Tokugawa both agreed that the castle was indefensible. In an act of loyalty to his lord, Torii chose to remain behind, pledging that he and his men would fight to the finish. As was custom, Torii vowed that he would not be taken alive. In a dramatic last stand, the garrison of 2,000 men held out against overwhelming odds for ten days against the massive army of Ishida Mitsunari's 40,000 warriors. In a moving last statement to his son Tadamasa, he wrote:
The rival of Takeda Shingen (1521–1573) was Uesugi Kenshin (1530–1578), a legendary Sengoku warlord well-versed in the Chinese military classics and who advocated the "way of the warrior as death". Japanese historian Daisetz Teitaro Suzuki describes Uesugi's beliefs as: "Those who are reluctant to give up their lives and embrace death are not true warriors.... Go to the battlefield firmly confident of victory, and you will come home with no wounds whatever. Engage in combat fully determined to die and you will be alive; wish to survive in the battle and you will surely meet death. When you leave the house determined not to see it again you will come home safely; when you have any thought of returning you will not return. You may not be in the wrong to think that the world is always subject to change, but the warrior must not entertain this way of thinking, for his fate is always determined."
Historian H. Paul Varley notes the description of Japan given by Jesuit leader St. Francis Xavier (1506–1552): "There is no nation in the world which fears death less." Xavier further describes the honour and manners of the people: "I fancy that there are no people in the world more punctilious about their honour than the Japanese, for they will not put up with a single insult or even a word spoken in anger." Xavier spent the years 1549–1551 converting Japanese to Christianity. He also observed: "The Japanese are much braver and more warlike than the people of China, Korea, Ternate and all of the other nations around the Philippines."
In December 1547, Francis was in Malacca (Malaysia) waiting to return to Goa (India) when he met a low-ranked samurai named Anjiro (possibly spelled "Yajiro"). Anjiro was not an intellectual, but he impressed Xavier because he took careful notes of everything he said in church. Xavier made the decision to go to Japan in part because this low-ranking samurai convinced him in Portuguese that the Japanese people were highly educated and eager to learn. They were hard workers and respectful of authority. In their laws and customs they were led by reason, and, should the Christian faith convince them of its truth, they would accept it en masse.
In his book "Ideals of the Samurai" translator William Scott Wilson states: "The warriors in the Heike Monogatari served as models for the educated warriors of later generations, and the ideals depicted by them were not assumed to be beyond reach. Rather, these ideals were vigorously pursued in the upper echelons of warrior society and recommended as the proper form of the Japanese man of arms. With the Heike Monogatari, the image of the Japanese warrior in literature came to its full maturity." Wilson then translates the writings of several warriors who mention the Heike Monogatari as an example for their men to follow.
As aristocrats for centuries, samurai developed their own cultures that influenced Japanese culture as a whole. The culture associated with the samurai such as the tea ceremony, monochrome ink painting, rock gardens and poetry were adopted by warrior patrons throughout the centuries 1200–1600. These practices were adapted from the Chinese arts. Zen monks introduced them to Japan and they were allowed to flourish due to the interest of powerful warrior elites. Musō Soseki (1275–1351) was a Zen monk who was advisor to both Emperor Go-Daigo and General Ashikaga Takauji (1304–58). Musō, as well as other monks, acted as political and cultural diplomat between Japan and China. Musō was particularly well known for his garden design. Another Ashikaga patron of the arts was Yoshimasa. His cultural advisor, the Zen monk Zeami, introduced tea ceremony to him. Previously, tea had been used primarily for Buddhist monks to stay awake during meditation.
For example, the full name of Oda Nobunaga would be "Oda Kazusanosuke Saburo Nobunaga" (織田上総介三郎信長), in which "Oda" is a clan or family name, "Kazusanosuke" is a title of vice-governor of Kazusa province, "Saburo" is a formal nickname (yobina), and "Nobunaga" is an adult name (nanori) given at genpuku, the coming of age ceremony. A man was addressed by his family name and his title, or by his yobina if he did not have a title. However, the nanori was a private name that could be used by only a very few, including the Emperor.
A samurai could take concubines but their backgrounds were checked by higher-ranked samurai. In many cases, taking a concubine was akin to a marriage. Kidnapping a concubine, although common in fiction, would have been shameful, if not criminal. If the concubine was a commoner, a messenger was sent with betrothal money or a note for exemption of tax to ask for her parents' acceptance. Even though the woman would not be a legal wife, a situation normally considered a demotion, many wealthy merchants believed that being the concubine of a samurai was superior to being the legal wife of a commoner. When a merchant's daughter married a samurai, her family's money erased the samurai's debts, and the samurai's social status improved the standing of the merchant family. If a samurai's commoner concubine gave birth to a son, the son could inherit his father's social status.
A samurai could divorce his wife for a variety of reasons with approval from a superior, but divorce was, while not entirely nonexistent, a rare event. A wife's failure to produce a son was cause for divorce, but adoption of a male heir was considered an acceptable alternative to divorce. A samurai could divorce for personal reasons, even if he simply did not like his wife, but this was generally avoided as it would embarrass the person who had arranged the marriage. A woman could also arrange a divorce, although it would generally take the form of the samurai divorcing her. After a divorce samurai had to return the betrothal money, which often prevented divorces.
Maintaining the household was the main duty of samurai women. This was especially crucial during early feudal Japan, when warrior husbands were often traveling abroad or engaged in clan battles. The wife, or okugatasama (meaning: one who remains in the home), was left to manage all household affairs, care for the children, and perhaps even defend the home forcibly. For this reason, many women of the samurai class were trained in wielding a polearm called a naginata or a special knife called the kaiken in an art called tantojutsu (lit. the skill of the knife), which they could use to protect their household, family, and honor if the need arose.
Traits valued in women of the samurai class were humility, obedience, self-control, strength, and loyalty. Ideally, a samurai wife would be skilled at managing property, keeping records, dealing with financial matters, educating the children (and perhaps servants, too), and caring for elderly parents or in-laws that may be living under her roof. Confucian law, which helped define personal relationships and the code of ethics of the warrior class required that a woman show subservience to her husband, filial piety to her parents, and care to the children. Too much love and affection was also said to indulge and spoil the youngsters. Thus, a woman was also to exercise discipline.
This does not mean that samurai women were always powerless. Powerful women both wisely and unwisely wielded power at various occasions. After Ashikaga Yoshimasa, 8th shogun of the Muromachi shogunate, lost interest in politics, his wife Hino Tomiko largely ruled in his place. Nene, wife of Toyotomi Hideyoshi, was known to overrule her husband's decisions at times and Yodo-dono, his concubine, became the de facto master of Osaka castle and the Toyotomi clan after Hideyoshi's death. Tachibana Ginchiyo was chosen to lead the Tachibana clan after her father's death. Chiyo, wife of Yamauchi Kazutoyo, has long been considered the ideal samurai wife. According to legend, she made her kimono out of a quilted patchwork of bits of old cloth and saved pennies to buy her husband a magnificent horse, on which he rode to many victories. The fact that Chiyo (though she is better known as "Wife of Yamauchi Kazutoyo") is held in such high esteem for her economic sense is illuminating in the light of the fact that she never produced an heir and the Yamauchi clan was succeeded by Kazutoyo's younger brother. The source of power for women may have been that samurai left their finances to their wives.
As the Tokugawa period progressed more value became placed on education, and the education of females beginning at a young age became important to families and society as a whole. Marriage criteria began to weigh intelligence and education as desirable attributes in a wife, right along with physical attractiveness. Though many of the texts written for women during the Tokugawa period only pertained to how a woman could become a successful wife and household manager, there were those that undertook the challenge of learning to read, and also tackled philosophical and literary classics. Nearly all women of the samurai class were literate by the end of the Tokugawa period.
The English sailor and adventurer William Adams (1564–1620) was the first Westerner to receive the dignity of samurai. The Shogun Tokugawa Ieyasu presented him with two swords representing the authority of a samurai, and decreed that William Adams the sailor was dead and that Anjin Miura (三浦按針), a samurai, was born. Adams also received the title of hatamoto (bannerman), a high-prestige position as a direct retainer in the Shogun's court. He was provided with generous revenues: "For the services that I have done and do daily, being employed in the Emperor's service, the Emperor has given me a living" (Letters). He was granted a fief in Hemi (逸見) within the boundaries of present-day Yokosuka City, "with eighty or ninety husbandmen, that be my slaves or servants" (Letters). His estate was valued at 250 koku. He finally wrote "God hath provided for me after my great misery", (Letters) by which he meant the disaster-ridden voyage that initially brought him to Japan.
Jan Joosten van Lodensteijn (1556?–1623?), a Dutch colleague of Adams' on their ill-fated voyage to Japan in the ship De Liefde, was also given similar privileges by Tokugawa Ieyasu. It appears Joosten became a samurai[citation needed] and was given a residence within Ieyasu's castle at Edo. Today, this area at the east exit of Tokyo Station is known as Yaesu (八重洲). Yaesu is a corruption of the Dutchman's Japanese name, Yayousu (耶楊子). Also in common with Adam's, Joostens was given a Red Seal Ship (朱印船) allowing him to trade between Japan and Indo-China. On a return journey from Batavia Joosten drowned after his ship ran aground.
In the same war, the Prussian Edward Schnell served the Aizu domain as a military instructor and procurer of weapons. He was granted the Japanese name Hiramatsu Buhei (平松武兵衛), which inverted the characters of the daimyo's name Matsudaira. Hiramatsu (Schnell) was given the right to wear swords, as well as a residence in the castle town of Wakamatsu, a Japanese wife, and retainers. In many contemporary references, he is portrayed wearing a Japanese kimono, overcoat, and swords, with Western riding trousers and boots.
As far back as the seventh century Japanese warriors wore a form of lamellar armor, this armor eventually evolved into the armor worn by the samurai. The first types of Japanese armors identified as samurai armor were known as yoroi. These early samurai armors were made from small individual scales known as kozane. The kozane were made from either iron or leather and were bound together into small strips, the strips were coated with lacquer to protect the kozane from water. A series of strips of kozane were then laced together with silk or leather lace and formed into a complete chest armor (dou or dō).
In the 1500s a new type of armor started to become popular due to the advent of firearms, new fighting tactics and the need for additional protection. The kozane dou made from individual scales was replaced by plate armor. This new armor, which used iron plated dou (dō), was referred to as Tosei-gusoku, or modern armor. Various other components of armor protected the samurai's body. The helmet kabuto was an important part of the samurai's armor. Samurai armor changed and developed as the methods of samurai warfare changed over the centuries. The known last use of samurai armor occurring in 1877 during the satsuma rebellion. As the last samurai rebellion was crushed, Japan modernized its defenses and turned to a national conscription army that used uniforms.
The term samurai originally meant "those who serve in close attendance to nobility", and was written with a Chinese character (or kanji) that had the same meaning. In Japanese, it was originally recorded in the Nara Period as a verb samorapu ("to watch, to keep watch, to observe, to be on the lookout for something; to serve, to attend"), which is believed to be derived from the frequentative form (morapu 守らふ) of the verb moru (守る, "to watch, to guard, to be on the lookout; to keep, to protect, to take care of, to be in charge of, to have as one's ward"). By the Heian period, this word had developed into the verb saburahu (さぶらふ, "to serve, to attend"), from which a deverbal noun saburahi (さぶらひ, "servant, attendant") was later derived, and this noun then yielded samurahi (さむらひ) in the Edo period. In Japanese literature, there is an early reference to samurai in the Kokinshū (古今集, early 10th century):
Bushi was the name given to the ancient Japanese soldiers from traditional warrior families. The bushi class was developed mainly in the north of Japan. They formed powerful clans, which in the 12th century were against the noble families who were grouping themselves to support the imperial family who lived in Kyoto. Samurai was a word used by the Kuge aristocratic class with warriors themselves preferring the word bushi. The term Bushidō, the "way of the warrior", is derived from this term and the mansion of a warrior was called bukeyashiki.
Most samurai were bound by a code of honor and were expected to set an example for those below them. A notable part of their code is seppuku (切腹, seppuku?) or hara kiri, which allowed a disgraced samurai to regain his honor by passing into death, where samurai were still beholden to social rules. Whilst there are many romanticized characterizations of samurai behavior such as the writing of Bushido (武士道, Bushidō?) in 1905, studies of Kobudo and traditional Budō indicate that the samurai were as practical on the battlefield as were any other warrior.
Despite the rampant romanticism of the 20th century, samurai could be disloyal and treacherous (e.g., Akechi Mitsuhide), cowardly, brave, or overly loyal (e.g., Kusunoki Masashige). Samurai were usually loyal to their immediate superiors, who in turn allied themselves with higher lords. These loyalties to the higher lords often shifted; for example, the high lords allied under Toyotomi Hideyoshi (豊臣秀吉) were served by loyal samurai, but the feudal lords under them could shift their support to Tokugawa, taking their samurai with them. There were, however, also notable instances where samurai would be disloyal to their lord or daimyo, when loyalty to the Emperor was seen to have supremacy.
Jidaigeki (literally historical drama) has always been a staple program on Japanese movies and television. The programs typically feature a samurai. Samurai films and westerns share a number of similarities and the two have influenced each other over the years. One of Japan’s most renowned directors, Akira Kurosawa, greatly influenced the samurai aspect in western film-making.[citation needed] George Lucas’ Star Wars series incorporated many aspects from the Seven Samurai film. One example is that in the Japanese film, seven samurai warriors are hired by local farmers to protect their land from being overrun by bandits; In George Lucas’ Star Wars: A New Hope, a similar situation arises. Kurosawa was inspired by the works of director John Ford and in turn Kurosawa's works have been remade into westerns such as The Seven Samurai into The Magnificent Seven and Yojimbo into A Fistful of Dollars. There is also a 26 episode anime adaptation (Samurai 7) of The Seven Samurai. Along with film, literature containing samurai influences are seen as well.
Most common are historical works where the protagonist is either a samurai or former samurai (or another rank or position) who possesses considerable martial skill. Eiji Yoshikawa is one of the most famous Japanese historical novelists. His retellings of popular works, including Taiko, Musashi and Heike Tale, are popular among readers for their epic narratives and rich realism in depicting samurai and warrior culture.[citation needed] The samurai have also appeared frequently in Japanese comics (manga) and animation (anime). Samurai-like characters are not just restricted to historical settings and a number of works set in the modern age, and even the future, include characters who live, train and fight like samurai. Examples are Samurai Champloo, Requiem from the Darkness, Muramasa: The Demon Blade, and Afro Samurai. Some of these works have made their way to the west, where it has been increasing in popularity with America.
Just in the last two decades,[when?] samurai have become more popular in America. “Hyperbolizing the samurai in such a way that they appear as a whole to be a loyal body of master warriors provides international interest in certain characters due to admirable traits” (Moscardi, N.D.). Through various medium, producers and writers have been capitalizing on the notion that Americans admire the samurai lifestyle. The animated series, Afro Samurai, became well-liked in American popular culture due to its blend of hack-and-slash animation and gritty urban music.
Created by Takashi Okazaki, Afro Samurai was initially a doujinshi, or manga series, which was then made into an animated series by Studio Gonzo. In 2007 the animated series debuted on American cable television on the Spike TV channel (Denison, 2010). The series was produced for American viewers which “embodies the trend... comparing hip-hop artists to samurai warriors, an image some rappers claim for themselves (Solomon, 2009). The storyline keeps in tone with the perception of a samurais finding vengeance against someone who has wronged him. Starring the voice of well known American actor Samuel L. Jackson, “Afro is the second-strongest fighter in a futuristic, yet, still feudal Japan and seeks revenge upon the gunman who killed his father” (King 2008). Due to its popularity, Afro Samurai was adopted into a full feature animated film and also became titles on gaming consoles such as the PlayStation 3 and Xbox. Not only has the samurai culture been adopted into animation and video games, it can also be seen in comic books.
American comic books have adopted the character type for stories of their own like the mutant-villain Silver Samurai of Marvel Comics. The design of this character preserves the samurai appearance; the villain is “Clad in traditional gleaming samurai armor and wielding an energy charged katana” (Buxton, 2013). Not only does the Silver Samurai make over 350 comic book appearances, the character is playable in several video games, such as Marvel Vs. Capcom 1 and 2. In 2013, the samurai villain was depicted in James Mangold’s film The Wolverine. Ten years before the Wolverine debuted, another film helped pave the way to ensure the samurai were made known to American cinema: A film released in 2003 titled The Last Samurai, starring Tom Cruise, is inspired by the samurai way of life. In the film, Cruise’s character finds himself deeply immersed in samurai culture. The character in the film, “Nathan Algren, is a fictional contrivance to make nineteenth-century Japanese history less foreign to American viewers”.(Ravina, 2010) After being captured by a group of samurai rebels, he becomes empathetic towards the cause they fight for. Taking place during the Meiji Period, Tom Cruise plays the role of US Army Captain Nathan Algren, who travels to Japan to train a rookie army in fighting off samurai rebel groups. Becoming a product of his environment, Algren joins the samurai clan in an attempt to rescue a captured samurai leader. “By the end of the film, he has clearly taken on many of the samurai traits, such as zen-like mastery of the sword, and a budding understanding of spirituality”. (Manion, 2006)
As the number of possible tests for even simple software components is practically infinite, all software testing uses some strategy to select tests that are feasible for the available time and resources. As a result, software testing typically (but not exclusively) attempts to execute a program or application with the intent of finding software bugs (errors or other defects). The job of testing is an iterative process as when one bug is fixed, it can illuminate other, deeper bugs, or can even create new ones.
Although testing can determine the correctness of software under the assumption of some specific hypotheses (see hierarchy of testing difficulty below), testing cannot identify all the defects within software. Instead, it furnishes a criticism or comparison that compares the state and behavior of the product against oracles—principles or mechanisms by which someone might recognize a problem. These oracles may include (but are not limited to) specifications, contracts, comparable products, past versions of the same product, inferences about intended or expected purpose, user or customer expectations, relevant standards, applicable laws, or other criteria.
A primary purpose of testing is to detect software failures so that defects may be discovered and corrected. Testing cannot establish that a product functions properly under all conditions but can only establish that it does not function properly under specific conditions. The scope of software testing often includes examination of code as well as execution of that code in various environments and conditions as well as examining the aspects of code: does it do what it is supposed to do and do what it needs to do. In the current culture of software development, a testing organization may be separate from the development team. There are various roles for testing team members. Information derived from software testing may be used to correct the process by which software is developed.
Software faults occur through the following processes. A programmer makes an error (mistake), which results in a defect (fault, bug) in the software source code. If this defect is executed, in certain situations the system will produce wrong results, causing a failure. Not all defects will necessarily result in failures. For example, defects in dead code will never result in failures. A defect can turn into a failure when the environment is changed. Examples of these changes in environment include the software being run on a new computer hardware platform, alterations in source data, or interacting with different software. A single defect may result in a wide range of failure symptoms.
A fundamental problem with software testing is that testing under all combinations of inputs and preconditions (initial state) is not feasible, even with a simple product.:17-18 This means that the number of defects in a software product can be very large and defects that occur infrequently are difficult to find in testing. More significantly, non-functional dimensions of quality (how it is supposed to be versus what it is supposed to do)—usability, scalability, performance, compatibility, reliability—can be highly subjective; something that constitutes sufficient value to one person may be intolerable to another.
Software developers can't test everything, but they can use combinatorial test design to identify the minimum number of tests needed to get the coverage they want. Combinatorial test design enables users to get greater test coverage with fewer tests. Whether they are looking for speed or test depth, they can use combinatorial test design methods to build structured variation into their test cases. Note that "coverage", as used here, is referring to combinatorial coverage, not requirements coverage.
It is commonly believed that the earlier a defect is found, the cheaper it is to fix it. The following table shows the cost of fixing the defect depending on the stage it was found. For example, if a problem in the requirements is found only post-release, then it would cost 10–100 times more to fix than if it had already been found by the requirements review. With the advent of modern continuous deployment practices and cloud-based services, the cost of re-deployment and maintenance may lessen over time.
There are many approaches available in software testing. Reviews, walkthroughs, or inspections are referred to as static testing, whereas actually executing programmed code with a given set of test cases is referred to as dynamic testing. Static testing is often implicit, as proofreading, plus when programming tools/text editors check source code structure or compilers (pre-compilers) check syntax and data flow as static program analysis. Dynamic testing takes place when the program itself is run. Dynamic testing may begin before the program is 100% complete in order to test particular sections of code and are applied to discrete functions or modules. Typical techniques for this are either using stubs/drivers or execution from a debugger environment.
White-box testing (also known as clear box testing, glass box testing, transparent box testing and structural testing, by seeing the source code) tests internal structures or workings of a program, as opposed to the functionality exposed to the end-user. In white-box testing an internal perspective of the system, as well as programming skills, are used to design test cases. The tester chooses inputs to exercise paths through the code and determine the appropriate outputs. This is analogous to testing nodes in a circuit, e.g. in-circuit testing (ICT).
Black-box testing treats the software as a "black box", examining functionality without any knowledge of internal implementation, without seeing the source code. The testers are only aware of what the software is supposed to do, not how it does it. Black-box testing methods include: equivalence partitioning, boundary value analysis, all-pairs testing, state transition tables, decision table testing, fuzz testing, model-based testing, use case testing, exploratory testing and specification-based testing.
Specification-based testing aims to test the functionality of software according to the applicable requirements. This level of testing usually requires thorough test cases to be provided to the tester, who then can simply verify that for a given input, the output value (or behavior), either "is" or "is not" the same as the expected value specified in the test case. Test cases are built around specifications and requirements, i.e., what the application is supposed to do. It uses external descriptions of the software, including specifications, requirements, and designs to derive test cases. These tests can be functional or non-functional, though usually functional.
One advantage of the black box technique is that no programming knowledge is required. Whatever biases the programmers may have had, the tester likely has a different set and may emphasize different areas of functionality. On the other hand, black-box testing has been said to be "like a walk in a dark labyrinth without a flashlight." Because they do not examine the source code, there are situations when a tester writes many test cases to check something that could have been tested by only one test case, or leaves some parts of the program untested.
Grey-box testing (American spelling: gray-box testing) involves having knowledge of internal data structures and algorithms for purposes of designing tests, while executing those tests at the user, or black-box level. The tester is not required to have full access to the software's source code.[not in citation given] Manipulating input data and formatting output do not qualify as grey-box, because the input and output are clearly outside of the "black box" that we are calling the system under test. This distinction is particularly important when conducting integration testing between two modules of code written by two different developers, where only the interfaces are exposed for test.
By knowing the underlying concepts of how the software works, the tester makes better-informed testing choices while testing the software from outside. Typically, a grey-box tester will be permitted to set up an isolated testing environment with activities such as seeding a database. The tester can observe the state of the product being tested after performing certain actions such as executing SQL statements against the database and then executing queries to ensure that the expected changes have been reflected. Grey-box testing implements intelligent test scenarios, based on limited information. This will particularly apply to data type handling, exception handling, and so on.
There are generally four recognized levels of tests: unit testing, integration testing, component interface testing, and system testing. Tests are frequently grouped by where they are added in the software development process, or by the level of specificity of the test. The main levels during the development process as defined by the SWEBOK guide are unit-, integration-, and system testing that are distinguished by the test target without implying a specific process model. Other test levels are classified by the testing objective.
Unit testing is a software development process that involves synchronized application of a broad spectrum of defect prevention and detection strategies in order to reduce software development risks, time, and costs. It is performed by the software developer or engineer during the construction phase of the software development lifecycle. Rather than replace traditional QA focuses, it augments it. Unit testing aims to eliminate construction errors before code is promoted to QA; this strategy is intended to increase the quality of the resulting software as well as the efficiency of the overall development and QA process.
The practice of component interface testing can be used to check the handling of data passed between various units, or subsystem components, beyond full integration testing between those units. The data being passed can be considered as "message packets" and the range or data types can be checked, for data generated from one unit, and tested for validity before being passed into another unit. One option for interface testing is to keep a separate log file of data items being passed, often with a timestamp logged to allow analysis of thousands of cases of data passed between units for days or weeks. Tests can include checking the handling of some extreme data values while other interface variables are passed as normal values. Unusual data values in an interface can help explain unexpected performance in the next unit. Component interface testing is a variation of black-box testing, with the focus on the data values beyond just the related actions of a subsystem component.
Operational Acceptance is used to conduct operational readiness (pre-release) of a product, service or system as part of a quality management system. OAT is a common type of non-functional software testing, used mainly in software development and software maintenance projects. This type of testing focuses on the operational readiness of the system to be supported, and/or to become part of the production environment. Hence, it is also known as operational readiness testing (ORT) or Operations readiness and assurance (OR&A) testing. Functional testing within OAT is limited to those tests which are required to verify the non-functional aspects of the system.
A common cause of software failure (real or perceived) is a lack of its compatibility with other application software, operating systems (or operating system versions, old or new), or target environments that differ greatly from the original (such as a terminal or GUI application intended to be run on the desktop now being required to become a web application, which must render in a web browser). For example, in the case of a lack of backward compatibility, this can occur because the programmers develop and test software only on the latest version of the target environment, which not all users may be running. This results in the unintended consequence that the latest work may not function on earlier versions of the target environment, or on older hardware that earlier versions of the target environment was capable of using. Sometimes such issues can be fixed by proactively abstracting operating system functionality into a separate program module or library.
Regression testing focuses on finding defects after a major code change has occurred. Specifically, it seeks to uncover software regressions, as degraded or lost features, including old bugs that have come back. Such regressions occur whenever software functionality that was previously working correctly, stops working as intended. Typically, regressions occur as an unintended consequence of program changes, when the newly developed part of the software collides with the previously existing code. Common methods of regression testing include re-running previous sets of test-cases and checking whether previously fixed faults have re-emerged. The depth of testing depends on the phase in the release process and the risk of the added features. They can either be complete, for changes added late in the release or deemed to be risky, or be very shallow, consisting of positive tests on each feature, if the changes are early in the release or deemed to be of low risk. Regression testing is typically the largest test effort in commercial software development, due to checking numerous details in prior software features, and even new software can be developed while using some old test-cases to test parts of the new design to ensure prior functionality is still supported.
Beta testing comes after alpha testing and can be considered a form of external user acceptance testing. Versions of the software, known as beta versions, are released to a limited audience outside of the programming team known as beta testers. The software is released to groups of people so that further testing can ensure the product has few faults or bugs. Beta versions can be made available to the open public to increase the feedback field to a maximal number of future users and to deliver value earlier, for an extended or even indefinite period of time (perpetual beta).[citation needed]
Destructive testing attempts to cause the software or a sub-system to fail. It verifies that the software functions properly even when it receives invalid or unexpected inputs, thereby establishing the robustness of input validation and error-management routines.[citation needed] Software fault injection, in the form of fuzzing, is an example of failure testing. Various commercial non-functional testing tools are linked from the software fault injection page; there are also numerous open-source and free software tools available that perform destructive testing.
Load testing is primarily concerned with testing that the system can continue to operate under a specific load, whether that be large quantities of data or a large number of users. This is generally referred to as software scalability. The related load testing activity of when performed as a non-functional activity is often referred to as endurance testing. Volume testing is a way to test software functions even when certain components (for example a file or database) increase radically in size. Stress testing is a way to test reliability under unexpected or rare workloads. Stability testing (often referred to as load or endurance testing) checks to see if the software can continuously function well in or above an acceptable period.

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